STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WELLSPAN HEALTH: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization
WELLSPAN HEALTH (EIN 22-2517863)
Tax period
2022-07-01 to 2023-06-30
Filed
2024-05-09
IRS object ID
202421309349301437
Schema version
2022v5.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2024-05-09T11:05:10-05:00ReturnTs
Tax Period End2023-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN920460586PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PWC US TAX LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1655 NEW YORK AVENUE NW - SUITE 1100AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2022-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222517863EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WELLSPAN HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWELLBusinessNameControlTxt
Phone7178513055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2767AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP174052767ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonLAURA BUCZKOWSKIPersonNm
Person TitleEXECUTIVE VP & CFOPersonTitleTxt
Phone7178513055PhoneNum
Signature2024-05-09SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstLAURAPersonFirstNm
Person LastBUCZKOWSKIPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonTRAVIS L PATTONPreparerPersonNm
PTINP00369623PTIN
Phone2024141000PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2022TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerROXANNA GAPSTURPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2767AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP174052767ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$594,771,614GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.WELLSPAN.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1983FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionIMPROVE HEALTH THROUGH EXCEPTIONAL CARE FOR ALL, LIFELONG WELLNESS AND HEALTHY COMMUNITIES.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee3718TotalEmployeeCnt
Total Volunteers457TotalVolunteersCnt
Total Gross UBI$4,679,860TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$2,804,112NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,617,783PYContributionsGrantsAmt
CY Contributions Grants$4,426,074CYContributionsGrantsAmt
PY Program Service Revenue$465,455,948PYProgramServiceRevenueAmt
CY Program Service Revenue$556,319,759CYProgramServiceRevenueAmt
PY Investment Income$7,024,679PYInvestmentIncomeAmt
CY Investment Income$12,233,839CYInvestmentIncomeAmt
PY Other Revenue$18,648,726PYOtherRevenueAmt
CY Other Revenue$20,175,877CYOtherRevenueAmt
PY Total Revenue$496,747,136PYTotalRevenueAmt
CY Total Revenue$593,155,549CYTotalRevenueAmt
PY Grants And Similar Paid$1,213,455PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$2,006,345CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$332,853,492PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$365,845,117CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$283,856,884PYOtherExpensesAmt
CY Other Expenses$327,700,631CYOtherExpensesAmt
PY Total Expenses$617,923,831PYTotalExpensesAmt
CY Total Expenses$695,552,093CYTotalExpensesAmt
PY Revenues Less Expenses-$121,176,695PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$102,396,544CYRevenuesLessExpensesAmt
Total Assets BOY$655,435,799TotalAssetsBOYAmt
Total Assets EOY$689,834,087TotalAssetsEOYAmt
Total Liabilities BOY$888,843,232TotalLiabilitiesBOYAmt
Total Liabilities EOY$933,310,442TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$233,407,433NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$243,476,355NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionWELLSPAN HEALTH IS AN INTEGRATED HEALTH SYSTEM SERVING THE GREATER ADAMS-YORK COUNTY REGION. AS A COMMUNITY-BASED, NOT-FOR-PROFIT ORGANIZATION, WELLSPAN IS DEDICATED TO IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE IT SERVES. WELLSPAN WILL ASSUME A LEADERSHIP ROLE AND DEVELOP PARTNERSHIPS WITH OTHER ORGANIZATIONS TO:IMPROVE ACCESS TO COORDINATED, HIGH QUALITY, COST-EFFECTIVE AND COMPASSIONATE HEALTHCARE SERVICES; EDUCATE THE HEALTHCARE PROVIDERS OF TOMORROW; PROMOTE HEALTHY LIFESTYLES AND LIFE-LONG WELLNESS; AND MAKE ITS LOCAL COMMUNITIES HEALTHIER, MORE DESIRABLE PLACES TO LIVE, WORK AND PLAY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$638,736,661ExpenseAmt
Grant$2,006,345GrantAmt
Revenue$555,491,510RevenueAmt
DescWELLSPAN HEALTH, AS THE PARENT ORGANIZATION, PROVIDES NUMEROUS SHARED SERVICES TO ITS AFFILIATED ORGANIZATIONS, WHICH CONSISTS OF SEVEN ACUTE HOSPITAL CARE FACILITIES, A BEHAVIORAL HEALTH HOSPITAL, FIVE CHARITABLE FOUNDATIONS, AS WELL AS OTHER MEDICAL SERVICE FACILITIES.AS A COMMUNITY-BASED, NOT-FOR-PROFIT ORGANIZATION, WELLSPAN HEALTH IS DEDICATED TO IMPROVING THE HEALTH AND WELL-BEING OF THE PEOPLE IT SERVES. WELLSPAN WORKS AS ONE TO IMPROVE HEALTH THROUGH EXCEPTIONAL CARE FOR ALL, LIFELONG WELLNESS AND HEALTHY COMMUNITIES.IN FISCAL YEAR 2023, WELLSPAN PROVIDED MORE THAN $344.4 MILLION IN CHARITY AND SUBSIDIZED CARE, AS WELL AS IN COMMUNITY PROGRAMS AND OUTREACH.SEE WELLSPAN HEALTH - 2023 COMMUNITY BENEFIT REPORT LOCATED AT HTTPS://WWW.WELLSPAN.ORG/ABOUT/WELLSPAN-IN-THE-COMMUNITY/2023-COMMUNITY-BENEFIT-REPORT/.Desc
Total Program Service Expenses$638,736,661TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt BondsYes (1)TaxExemptBondsInd
Invest Tax Exempt Bonds0InvestTaxExemptBondsInd
Escrow Account0EscrowAccountInd
On Behalf Of Issuer0OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document1096IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee3718EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (1)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint VentureYes (1)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (1)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1DAVID P RIZZUTOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7178513055PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13350 WHITEFORD ROADAddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP174029081ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
PETER BRUBAKER
DIRECTOR (RES. 12/22)1.001.00Yes (X)$0$0$0
DONALD DREIBELBIS
DIRECTOR (RES. 12/22)1.001.00Yes (X)$0$0$0
ELAINE BONNEAU
DIRECTOR1.001.00Yes (X)$0$0$0
RICHARD BROADBENT
DIRECTOR1.001.00Yes (X)$0$0$0
WILLIAM FUNK DMD
DIRECTOR1.001.00Yes (X)$0$0$0
MEGAN SHREVE
CHAIR (RES. 11/22)1.001.00Yes (X)$0$0$0Yes (X)
RICHARD FARR
DIRECTOR1.001.00Yes (X)$0$0$0
STEPHEN HOLOVIAK
DIRECTOR1.006.00Yes (X)$0$0$0
ROXANNA GAPSTUR PHD RN
PRESIDENT & CEO40.000.00Yes (X)$2,303,962$0$87,487Yes (X)
PHILIP FAGUE
DIRECTOR1.001.00Yes (X)$0$0$0
WILLIAM HAPPEL
DIRECTOR (RES. 12/22)1.005.00Yes (X)$0$0$0
HILDA SHIRK
CHAIR1.001.00Yes (X)$0$0$0Yes (X)
LAURA BUCZKOWSKI
TREASURER - EXECUTIVE VP & CFO40.000.00Yes (X)$944,343$0$74,025Yes (X)
JOE CROSSWHITE
VICE CHAIR1.001.00Yes (X)$0$0$0Yes (X)
AMY NELSON
SECRETARY/SR VP & GENERAL COUNSEL40.000.00Yes (X)$661,328$0$88,489Yes (X)
FARAAZ YOUSUF
EXECUTIVE VP & COO (UNTIL 11/22)40.000.00Yes (X)$987,746$0$44,958Yes (X)
MANDY ARNOLD
DIRECTOR1.001.00Yes (X)$0$0$0
KEVIN JACKSON
DIRECTOR (RES. 2/23)1.001.00Yes (X)$0$0$0
ANDY WILLIFORD
DIRECTOR1.001.00Yes (X)$0$0$0
LINDA PUGH
DIRECTOR1.001.00Yes (X)$0$0$0
PAUL MINNICH
DIRECTOR1.001.00Yes (X)$0$0$0
ANTHONY AQUILINA DO
EXEC. VP & CHIEF PHYSICIAN EXECUTIVE40.000.00$1,032,364$0$72,732Yes (X)
RICHARD BAKER
SR VP & CHIEF DIGITAL INFO. OFFICER40.000.00$735,614$0$76,893Yes (X)
ROBERT BATORY
SR VP & CHIEF HR OFFICER40.000.00$2,133,548$0$91,141Yes (X)
MICHAEL SEIM
SR VP & CHIEF QUALITY OFFICER40.000.00$904,525$0$71,367Yes (X)
MARIA ROYCE
SR VP & CHIEF STRATEGY OFFICER40.000.00$728,353$0$70,016Yes (X)
CYNTHIA FRUITRAIL
SR VP & CHIEF OF STAFF40.000.00$551,744$0$66,879Yes (X)
MEGAN LECAS
SR VP - SERVICE LINES40.000.00$543,300$0$84,830Yes (X)
DAVID VEGA MD
SR VP & CHIEF MEDICAL OFFICER - WMG0.0040.00$597,972$0$75,278Yes (X)
PHILLIP NICHOLSON JR MD
SR VP & CCO POPULATION HEALTH40.000.00$629,300$0$75,526Yes (X)
VICTORIA DIAMOND
SR VP - CENTRAL REGION0.0040.00$0$766,712$70,547Yes (X)
SHERRI STAHL
SR VP - WESTERN REGION0.0040.00$396,991$228,261$64,958Yes (X)
JANE HYDE
SR VP - WESTERN REGION (UNTIL 2/23)0.0040.00$180,940$503,681$53,636Yes (X)
MOHSEN SHABAHANG
VP & CMO - SURGERY40.000.00$1,000,896$0$74,191Yes (X)
JAMES HARVEY III
VP & CMO - HEART & VASCULAR40.000.00$959,985$0$73,324Yes (X)
NIKHILESH KORGAONKAR
VP & CMO - ONCOLOGY40.000.00$946,045$0$48,299Yes (X)
PATRICK O'DONNELL
EXEC. VP & PRESIDENT - SUMMIT HEALTH40.000.00$857,430$0$34,100Yes (X)
KEITH NOLL
SR VP & CHIEF ADMINISTRATIVE OFFICER40.000.00$716,629$0$70,145Yes (X)
JOHN PORTER JR
FORMER CHIEF OPERATING OFFICER0.000.00$1,197,396$0$54,885Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$19,010,411TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,498,654TotReportableCompRltdOrgAmt
Total Other Compensation$1,523,706TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K771IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
DELOITTE CONSULTING LLP
PO BOX 844717DALLASTX75284CONSULTING$8,595,224
ACCUITY DELIVERY SYSTEMS LLC
PO BOX 7247PHILADELPHIAPA19170DOCUMENTATION SERVICES$3,893,680
GENPACT(UK) LIMITED
1000 HAWKINS BLVD SUITE AEL PASOTX79915PROFESSIONAL SERVICES$3,347,805
HEALTHTRUST WORKFORCE SOLUTION
6565 N MACARTHUR BLVD STE 325IRVINGTX75039STAFFING SERVICES$3,108,952
ENABLECOMP LLC
PO BOX 7988CAROL STREAMIL60197CONSULTING$2,738,320
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K113CntrctRcvdGreaterThan100KCnt
Related Organizations$918,633RelatedOrganizationsAmt
Government Grants$2,496,287GovernmentGrantsAmt
All Other Contributions$1,011,154AllOtherContributionsAmt
Total Contributions$4,426,074TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
MANAGEMENT FEES561700$550,203,101$549,374,852$828,249
INSURANCE FEES561000$5,977,180$5,977,180
ACCOUNTING FEES541200$139,478$139,478
FieldValueIRS element (for citing)
Total Program Service Revenue$556,319,759TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$11,391,977TotalRevenueColumnAmt
Unrelated Business Revenue$2,376,774UnrelatedBusinessRevenueAmt
Exclusion$9,015,203ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,383,984SecuritiesAmt
Other$73,943OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$940,775SecuritiesAmt
Other$675,290OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,443,209SecuritiesAmt
Other-$601,347OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$841,862TotalRevenueColumnAmt
Unrelated Business Revenue$1,474,837UnrelatedBusinessRevenueAmt
Exclusion-$632,975ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
MAINTENANCE SHOP541900$14,866,440$14,866,440
SCP EAP SERVICES561300$1,312,180$1,312,180
WELLNESS FEES561300$980,327$980,327

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,016,930TotalRevenueColumnAmt
Exclusion$3,016,930ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$20,175,877OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$593,155,549TotalRevenueColumnAmt
Related Or Exempt Func Income$555,491,510RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$4,679,860UnrelatedBusinessRevenueAmt
Exclusion$28,558,105ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$2,006,345TotalAmt
Program Services$2,006,345ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$16,157,722TotalAmt
Management And General$16,157,722ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$280,901,787TotalAmt
Program Services$279,144,730ProgramServicesAmt
Management And General$1,757,057ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$19,449,294TotalAmt
Program Services$18,607,757ProgramServicesAmt
Management And General$841,537ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$28,493,590TotalAmt
Program Services$27,665,318ProgramServicesAmt
Management And General$828,272ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$20,842,724TotalAmt
Program Services$19,659,555ProgramServicesAmt
Management And General$1,183,169ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$963TotalAmt
Management And General$963ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,261,504TotalAmt
Management And General$2,261,504ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$296,683TotalAmt
Management And General$296,683ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$86,215,944TotalAmt
Program Services$76,340,991ProgramServicesAmt
Management And General$9,874,953ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$15,475,482TotalAmt
Program Services$14,938,302ProgramServicesAmt
Management And General$537,180ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$11,143,597TotalAmt
Program Services$10,974,032ProgramServicesAmt
Management And General$169,565ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$75,965,090TotalAmt
Program Services$75,926,611ProgramServicesAmt
Management And General$38,479ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$9,030,610TotalAmt
Program Services$8,350,577ProgramServicesAmt
Management And General$680,033ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,752,179TotalAmt
Program Services$3,609,046ProgramServicesAmt
Management And General$143,133ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,049,326TotalAmt
Program Services$531,416ProgramServicesAmt
Management And General$517,910ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$15,823,467TotalAmt
Management And General$15,823,467ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$37,331,788TotalAmt
Program Services$32,098,752ProgramServicesAmt
Management And General$5,233,036ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$39,709,511TotalAmt
Program Services$39,709,511ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
REPAIRS & MAINTENANCE$21,031,487$21,002,550$28,937
DUES & SUBSCRIPTIONS$3,106,005$2,681,608$424,397
TAXES & LICENSES$1,915,740$1,898,321$17,419
FEDERAL EXCISE TAX$1,386,132$1,386,132

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$2,205,123TotalAmt
Program Services$2,205,107ProgramServicesAmt
Management And General$16ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$695,552,093TotalAmt
Program Services$638,736,661ProgramServicesAmt
Management And General$56,815,432ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$5,551BOYAmt
EOY$2,083EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$87,605,011BOYAmt
EOY$58,589,688EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$10,672,671BOYAmt
EOY$85,517,517EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$50,000BOYAmt
EOY$1,135,589EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$647,671BOYAmt
EOY$706,316EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$51,380,752BOYAmt
EOY$67,703,056EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$324,503,598LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$177,834,978LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$147,294,190BOYAmt
EOY$146,668,620EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$4,583,696BOYAmt
EOY$4,124,987EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$12,702,278BOYAmt
EOY$21,469,238EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$108,961,154BOYAmt
EOY$119,989,300EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$231,532,825BOYAmt
EOY$183,927,693EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$655,435,799BOYAmt
EOY$689,834,087EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$189,169,810BOYAmt
EOY$190,211,004EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$7,491,710BOYAmt
EOY$101,376EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$11,957,466BOYAmt
EOY$11,598,945EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$680,224,246BOYAmt
EOY$731,399,117EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$888,843,232BOYAmt
EOY$933,310,442EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$235,162,988BOYAmt
EOY-$245,159,766EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,755,555BOYAmt
EOY$1,683,411EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$233,407,433BOYAmt
EOY-$243,476,355EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$655,435,799BOYAmt
EOY$689,834,087EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$102,396,544ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,707,317NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$90,620,305OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit RequiredYes (1)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (1)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type3 Func IntYes (X)SupportingOrgType3FuncIntInd
Supported Organizations12SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (12 entries)

EINEINOrganization TypeOrganizationTypeCdGoverning Document ListedGoverningDocumentListedIndSupportSupportAmtOther SupportOtherSupportAmt
YORK HOSPITAL
2313522223Yes (1)$289,831,068$0
GETTYSBURG HOSPITAL
2313522203Yes (1)$64,188,318$0
VNA HOME HEALTH SERVICES
23135257310Yes (1)$898,822$0
WELLSPAN MEDICAL GROUP
23273078510Yes (1)$5,261,139$0
WELLSPAN SURGERY & REHAB HOSPITAL
2328999113Yes (1)$25,257,866$0
EPHRATA COMMUNITY HOSPITAL
2313704843Yes (1)$52,527,256$0
THE GOOD SAMARITAN HOSPITAL OF LEBANON PA
2307941603Yes (1)$51,925,533$0
PHILHAVEN
2315488223Yes (1)$6,155,140$0
SUMMIT PHYSICIAN SERVICES
2517163063Yes (1)$0$0
WAYNESBORO HOSPITAL
2313608543Yes (1)$9,908,052$0
CHAMBERSBURG HOSPITAL
2304659703Yes (1)$40,476,448$0
CHAMBERSBURG HEALTH SERVICES
25151537610Yes (1)$494,702$0
FieldValueIRS element (for citing)
Supported Organizations Total12SupportedOrganizationsTotalCnt
Support Sum$546,924,344SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules0ExcessBusinessHoldingsRulesInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

FieldValueIRS element (for citing)
Timely Provided DocumentsYes (1)TimelyProvidedDocumentsInd
Officers Close RelationshipYes (1)OfficersCloseRelationshipInd
Supported Org Voice InvestmentYes (1)SupportedOrgVoiceInvestmentInd

Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp

FieldValueIRS element (for citing)
Parent Supported OrgYes (X)ParentSupportedOrgInd
Appoint Elect Majority OfficerYes (1)AppointElectMajorityOfficerInd
Exercise Direction PoliciesYes (1)ExerciseDirectionPoliciesInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART IV, SECTION D, LINE 3:THE ORGANIZATION'S GOVERNING BODY INCLUDES INDIVIDUALS WHO ALSO SERVE ON THE RESPECTIVE GOVERNING BODIES OF EACH OF THE ORGANIZATION'S SUPPORTED ORGANIZAITONS. THESE INDIVIDUALS PROVIDED EACH OF THE SUPPORTED ORGANIZATIONS WITH A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS AT ALL TIMES DURING THE TAX YEAR, BECAUSE THESE INDIVIDUALS PARTICIPATED IN DISCUSSIONS AND VOTES OF THE ORGANIZATINO'S GOVERNING BODY TO APPROVE THE ANNUAL STRATEGIC PLAN, THE ANNUAL OPERATING AND CAPITAL BUDGETS AND ANY EXCEPTIONS THERETO, AS WELL AS ALL MATERIAL CAPITAL EXPENDITURES AND PURCHASES OR SALES OF MATERIAL ASSETS, FOR THE ORGANIZSATION AND EACH OF ITS SUPPORTED ORGANIZATIONS. IN ADDITION, THESE INDIVIDUALS PARTICIPATED IN DISCUSSIONS AND VOTES OF THE ORGANIZATION'S GOVERNING BODY TO APPROVE THE ORGANIZATION'S INVESTMENT POLICIES, AS RECOMMENDED BY THE FINANCE AND INVESTMENT COMMITTEE OF THE ORGANIZATION'S GOVERNING BODY ALSO INCLUDES INDIVIDUALS WHO SERVE ON THE RESPECTIVE GOVERNING BODIES AND/OR REPRESENT THE INTERESTS OF EACH OF THE ORGANIZATION'S SUPPORTED ORGANIZATIONS, THUS PROVIDING EACH OF THE SUPPORTED ORGANIZATIONS WITH A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS.
PART IV, SECTION E, LINE 3A:THE BOARD OF THE ORGANIZATION ELECTS THE BOARDS OF ITS SUPPORTED ORGANIZATIONS WITH THE EXCEPTION OF VNA HOME HEALTH SERVICES. THE BOARDS ARE ELECTED BY THEIR SOLE MEMBERS, WELLSPAN HEALTH CARE SERVICES AND WELLSPAN SURGERY & REHABILITATION HOSPITAL, RESPECTIVELY. THE ORGANIZATION IS THE SOLE MEMBER OF BOTH OF THESE ORGANIZATIONS AND, AS SUCH, ELECTS THE BOARDS OF WELLSPAN HEALTH CARE SERVICES AND WELLSPAN SURGERY & REHABILITATION HOSPITAL
PART IV, SECTION E, LINE 3B:THE MISSION OF THE ORGANIZATION IS WORKING AS ONE TO IMPROVE HEALTH THROUGH EXCEPTIONAL CARE FOR ALL, LIFELONG WELLNESS AND HEALTHY COMMUNITIES. THE SUPPORTED ORGANIZATIONS ALL PLAY ROLES IN THIS MISSION. THE ORGANIZATION PROVIDES MANAGEMENT SERVICES TO THE SUPPORTED ORGANIZATIONS AND THE CEO AND CFO OF THE ORGANIZATION SERVE ON THE BOARDS OF THE SUPPORTED ORGANIZATIONS. FURTHER, THE BOARDS OF THE SUPPORTED ORGANIZATIONS ARE ELECETED BY THE ORGANIZATION OR BY A SOLE MEMBER WHOSE BOARD HAS BEEN ELECTED BY THE ORGANIZATION.

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,755,555BeginningYearBalanceAmt
Contributions$1,663,508ContributionsAmt
Other Expenditures$1,735,652OtherExpendituresAmt
End Year Balance$1,683,411EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,466,394BeginningYearBalanceAmt
Contributions$1,398,675ContributionsAmt
Other Expenditures$1,109,514OtherExpendituresAmt
End Year Balance$1,755,555EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,613,190BeginningYearBalanceAmt
Contributions$694,475ContributionsAmt
Investment Earnings Or Losses$103InvestmentEarningsOrLossesAmt
Other Expenditures$841,374OtherExpendituresAmt
End Year Balance$1,466,394EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$487,662BeginningYearBalanceAmt
Contributions$1,756,308ContributionsAmt
Investment Earnings Or Losses$452InvestmentEarningsOrLossesAmt
Other Expenditures$631,232OtherExpendituresAmt
End Year Balance$1,613,190EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$456,272BeginningYearBalanceAmt
Contributions$1,015,660ContributionsAmt
Investment Earnings Or Losses$195InvestmentEarningsOrLossesAmt
Other Expenditures$984,465OtherExpendituresAmt
End Year Balance$487,662EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY1.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,755,772OtherCostOrOtherBasisAmt
Book Value$7,755,772BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$90,427,624OtherCostOrOtherBasisAmt
Depreciation$6,921,504DepreciationAmt
Book Value$83,506,120BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$6,835,956OtherCostOrOtherBasisAmt
Depreciation$4,309,653DepreciationAmt
Book Value$2,526,303BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$212,212,999OtherCostOrOtherBasisAmt
Depreciation$166,603,821DepreciationAmt
Book Value$45,609,178BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,271,247OtherCostOrOtherBasisAmt
Book Value$7,271,247BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$146,668,620TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescINTERCOMPANY RECEIVABLEDesc
Book Value$183,927,693BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$183,927,693TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)

DescDescAmtAmt
LIABILITY SELF INSURANCE RESERVE$96,441,544
INTERCOMPANY PAYABLE$592,252,379
POST RETIREMENT BENEFIT OBLIGATIONS$30,387,997
LEASE PAYABLE$12,317,197
FieldValueIRS element (for citing)
Total Liability$731,399,117TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,095,879,810TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,707,317NetUnrealizedGainsInvstAmt
Other Revenue$87,172,828OtherRevenueAmt
Revenue Not Reported$88,880,145RevenueNotReportedAmt
Revenue Subtotal$1,006,999,665RevenueSubtotalAmt
Other Revenues Not Included-$413,844,116OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$413,844,116RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$593,155,549TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,105,948,732TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$413,844,116OtherExpensesIncludedAmt
Expenses Not Reported$413,844,116ExpensesNotReportedAmt
Expenses Subtotal$692,104,616ExpensesSubtotalAmt
Other Expenses Not Included$3,447,477OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$3,447,477ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$695,552,093TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FUNDS WERE USED TO IMPROVE THE HEALTH AND WELFARE OF THE RESIDENTS OF YORK, ADAMS, LANCASTER, LEBANON AND SURROUNDING COUNTIES OF PENNSYLVANIA.
PART X, LINE 2:THE COMPANY AND MOST OF ITS SUBSIDIARIES (INCLUDING CERTAIN JOINT VENTURE ENTITIES) ARE EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED. THEIR RELATED INCOME IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(A). SOME OF THE SUBSIDIARIES ARE TAXABLE ENTITIES, AND SOME OF THE INCOME OF THE TAX-EXEMPT ENTITIES IS SUBJECT TO TAXATION AS UNRELATED BUSINESS TAXABLE INCOME. THE COMPANY AND ITS SUBSIDIARIES FILE U.S. FEDERAL INCOME TAX RETURNS, AND THEY ALSO FILE IN VARIOUS STATE AND FOREIGN JURISDICTIONS. THE COMPANY ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH ASC TOPIC 740, INCOME TAXES. THE COMPANY ACCOUNTS FOR UNCERTAINTY IN INCOME TAX POSITIONS BY APPLYING A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE COMPANY HAS DETERMINED THAT NO SIGNIFICANT UNRECOGNIZED TAX BENEFITS OR LIABILITIES EXIST AS OF JUNE 30, 2023 AND 2022. ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ASC TOPIC 740-10 PRESCRIBES A COMPREHENSIVE MODEL FOR HOW AN ORGANIZATION SHOULD MEASURE, RECOGNIZE, PRESENT AND DISCLOSE IN ITS FINANCIAL STATEMENTS UNCERTAIN TAX POSITIONS THAT AN ORGANIZATION HAS TAKEN OR EXPECTS TO TAKE ON A TAX RETURN. THE COMPANY IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. THERE ARE NO CURRENT AUDITS IN PROGRESS. AS OF JUNE 30, 2023, THE COMPANY HAS NO UNCERTAIN TAX POSITIONS. A SUBSIDIARY OF THE COMPANY IS CLASSIFIED AS A RECIPROCAL RISK RETENTION GROUP (RRRG) FORMED UNDER THE FEDERAL LIABILITY RISK RETENTION ACT OF 1986. RRRG QUALIFIES AS AN INSURANCE COMPANY FOR FEDERAL INCOME TAX PURPOSES. RRRG IS DOMICILED IN VERMONT (VT) AND OPERATES WITHIN THE STATES OF PENNSYLVANIA (PA) AND MARYLAND (MD). VT, PA, AND MD DO NOT IMPOSE A CORPORATE INCOME TAX ON INSURANCE COMPANIES.
PART XI, LINE 2D - OTHER ADJUSTMENTS:GRANTS -2,006,345. FEDERAL INCOME AND EXCISE TAX -1,441,132. CHANGE IN FV DERIVATIVE -76,941. CHANGE IN PENSION PLAN 24,871,743. UNREALIZED LOSS ON JOINT VENTURE PURCHASE -674,497. TRANSFER TO THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA -80,000,000. TRANSFER TO PHILHAVEN -22,000,000. TRANSFER TO WELLSPAN POPULATION HEALTH -6,500,000. TRANSFER FROM GETTYSBURG HOSPITAL 18,000,000. TRANSFER FROM YORK HOSPITAL 80,000,000. TRANSFER FROM WELLSPAN SURGERY & REHABILITATION HOSPITAL 6,000,000. TRANSFER FROM WAYNESBORO HOSPITAL 5,000,000. TRANSFER FROM CHAMBERSBURG HOSPITAL 24,000,000. TRANSFER FROM CHAMBERSBURG HEALTH SERVICES 42,000,000.
PART XI, LINE 4B - OTHER ADJUSTMENTS:WELLSPAN SYSTEM ALLOCATION - INSURANCE -413,844,116.
PART XII, LINE 2D - OTHER ADJUSTMENTS:WELLSPAN SYSTEM ALLOCATION - INSURANCE 413,844,116.
PART XII, LINE 4B - OTHER ADJUSTMENTS:GRANTS 2,006,345. FEDERAL INCOME AND EXCISE TAX 1,441,132.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (22 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
18 SOUTH YOUTH CENTER
17 N MAIN STRED LIONPA17356836068202501(C)(3)$10,000$0GENERAL SUPPORT
ADVANTAGE PROGRAM
201 ST CHARLES WAY 371YORKPA17402853101194501(C)(3)$20,000$0GENERAL SUPPORT
AEVIDUM
PO BOX 64LITITZPA17543273668412501(C)(3)$30,000$0GENERAL SUPPORT
BETTER YORK INC
2 EAST MARKET STYORKPA17401232101795501(C)(3)$30,000$0GENERAL SUPPORT
COMMUNITY HEALTH COUNCIL OF LEBANON COUNTY
615 CUMBERLAND STLEBANONPA17042251840951501(C)(3)$93,500$0GENERAL SUPPORT
FAMILY FIRST HEALTH
116 S GEORGE STYORKPA17401237118262501(C)(3)$50,000$0GENERAL SUPPORT
FRIENDS & NEIGHBORS OF PENNSYLVANIA INC
2723 CARLTON PLACEYORKPA17408262526908501(C)(3)$25,000$0GENERAL SUPPORT
GETTYSBURG AREA RECREATION AUTHORITY
545 LONG LN SUITE 1GETTYSBURGPA17325463440246LOCAL GOVERNMENT$15,000$0GENERAL SUPPORT
GOOD SAMARITAN SERVICES
616 N LIME STLANCASTERPA17602233011817501(C)(3)$55,000$0GENERAL SUPPORT
JUNTOS DE LEBANON
922 CUMBERLAND ST 2ND FLLEBANONPA17042813273256501(C)(3)$7,000$0GENERAL SUPPORT
KATALLASSO INC
38 S BELVIDERE STYORKPA17401453170905501(C)(3)$10,000$0GENERAL SUPPORT
LEBANON COUNTY CHRISTIAN MINISTRIES
250 SOUTH 7TH STLEBANONPA17042232262968501(C)(3)$72,826$0GENERAL SUPPORT
LIFEPATH CHRISTIAN MINISTRIES
PO BOX 1968YORKPA17405236444734501(C)(3)$30,240$0GENERAL SUPPORT
MOVEMENT YORK
678 E MARKET STYORKPA17403844488642501(C)(3)$10,000$0GENERAL SUPPORT
PENN STATE UNIVERSITY
201 OLD MAINUNIVERSITY PARKPA16802246000376501(C)(3)$51,000$0GENERAL SUPPORT
PENN-MAR ORGANIZATION INC
310 OLD FREELAND RDFREELANDMD21053521207942501(C)(3)$10,100$0GENERAL SUPPORT
SERVANTS INC
100 REDCO AVERED LIONPA17356233042387501(C)(3)$25,000$0GENERAL SUPPORT
SEXUAL ASSAULT RESOURCE & COUNSELING CENTER OF LEBANON COUNTY
615 CUMBERLAND STLEBANONPA17042232335091501(C)(3)$50,000$0GENERAL SUPPORT
SPIRIT LUTHERAN HOME CARE
2700 LUTHER DRIVECHAMBERSBURGPA17202251689293501(C)(3)$1,200,000$0GENERAL SUPPORT
UNION COMMUNITY CARE
812 N PRINCE STLANCASTERPA17603231909490501(C)(3)$25,000$0GENERAL SUPPORT
WINDY HILL SENIOR CENTER INC
1472 ROTHS CHURCH RD STE 103SPRING GROVEPA17362232342745501(C)(3)$10,000$0GENERAL SUPPORT
YORK COUNTY FOOD BANK
254 WEST PRINCESS STYORKPA17401232452484501(C)(3)$75,000$0GENERAL SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org22Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationALL WELLSPAN ENTITIES FOLLOW WELLSPAN POLICIES AND PROCEDURES REGARDING GRANT PROJECTS (MAP 107) TO ENSURE THAT THE USE OF GRANT FUNDS ARE CONSISTENT WITH WELLSPAN'S MISSION OF WORKING AS ONE TO IMPROVE HEALTH THROUGH EXCEPTIONAL CARE FOR ALL, LIFELONG WELLNESS AND HEALTHY COMMUNITIES. COMMUNITY SUPPORT IS PROVIDED IN THE FORM OF GRANTS, WHICH SERVE HEALTH-RELATED PURPOSES AND ARE IN ALIGNMENT WITH THE WELLSPAN MISSION. ALL GRANTS ARE MADE TO ELIGIBLE 501(C)(3) ORGANIZATIONS AND INCLUDE CHURCHES, PUBLIC SCHOOLS, PUBLIC CHARITIES, PUBLIC CLINICS AND HOSPITALS, LEGAL AID SOCIETIES, VOLUNTEER SERVICES ORGANIZATIONS, AND SOME GOVERNMENTAL AGENCIES. WE MAINTAIN ADEQUATE RECORDS TO SUBSTANTIATE AMOUNTS, ELIGIBILITY, AND SELECTION CRITERIA USED FOR ALL GRANTS.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Idemnification Gross Up PmtsYes (X)IdemnificationGrossUpPmtsInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (1)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (22 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ROXANNA GAPSTUR PHD RN
PRESIDENT & CEO$1,523,876$0$780,000$0$86$0$13,477$0$74,010$0$2,391,449$0$0$0
ROBERT BATORY
SR VP & CHIEF HR OFFICER$464,708$0$167,240$0$1,501,600$0$19,942$0$71,199$0$2,224,689$0$1,492,080$0
JOHN PORTER JR
FORMER CHIEF OPERATING OFFICER$520,969$0$294,150$0$382,277$0$11,027$0$43,858$0$1,252,281$0$252,896$0
ANTHONY AQUILINA DO
EXEC. VP & CHIEF PHYSICIAN EXECUTIVE$756,056$0$276,298$0$10$0$16,892$0$55,840$0$1,105,096$0$0$0
MOHSEN SHABAHANG
VP & CMO - SURGERY$828,213$0$172,673$0$10$0$16,892$0$57,299$0$1,075,087$0$0$0
JAMES HARVEY III
VP & CMO - HEART & VASCULAR$759,193$0$200,757$0$35$0$16,618$0$56,706$0$1,033,309$0$0$0
FARAAZ YOUSUF
EXECUTIVE VP & COO (UNTIL 11/22)$563,091$0$401,869$0$22,786$0$3,087$0$41,871$0$1,032,704$0$0$0
LAURA BUCZKOWSKI
TREASURER - EXECUTIVE VP & CFO$694,583$0$249,750$0$10$0$16,892$0$57,133$0$1,018,368$0$0$0
NIKHILESH KORGAONKAR
VP & CMO - ONCOLOGY$727,537$0$218,498$0$10$0$16,111$0$32,188$0$994,344$0$0$0
MICHAEL SEIM
SR VP & CHIEF QUALITY OFFICER$660,561$0$243,904$0$60$0$15,485$0$55,882$0$975,892$0$0$0
PATRICK O'DONNELL
EXEC. VP & PRESIDENT - SUMMIT HEALTH$173,297$0$0$0$684,133$0$0$0$34,100$0$891,530$0$0$0
VICTORIA DIAMOND
SR VP - CENTRAL REGION$0$540,466$0$196,267$0$29,979$0$16,189$0$54,358$0$837,259$0$29,834
RICHARD BAKER
SR VP & CHIEF DIGITAL INFO. OFFICER$528,869$0$196,100$0$10,645$0$20,912$0$55,981$0$812,507$0$0$0
MARIA ROYCE
SR VP & CHIEF STRATEGY OFFICER$531,292$0$196,840$0$221$0$16,892$0$53,124$0$798,369$0$0$0
KEITH NOLL
SR VP & CHIEF ADMINISTRATIVE OFFICER$516,511$0$189,892$0$10,226$0$35,192$0$34,953$0$786,774$0$0$0
AMY NELSON
SECRETARY/SR VP & GENERAL COUNSEL$477,341$0$173,900$0$10,087$0$38,242$0$50,247$0$749,817$0$0$0
JANE HYDE
SR VP - WESTERN REGION (UNTIL 2/23)$180,880$221,897$0$200,443$60$81,341$8,377$8,377$18,441$18,441$207,758$530,499$0$81,266
PHILLIP NICHOLSON JR MD
SR VP & CCO POPULATION HEALTH$430,835$0$157,825$0$40,640$0$22,992$0$52,534$0$704,826$0$31,592$0
SHERRI STAHL
SR VP - WESTERN REGION$228,290$228,201$168,451$0$250$60$10,088$10,088$22,391$22,391$429,470$260,740$0$0
DAVID VEGA MD
SR VP & CHIEF MEDICAL OFFICER - WMG$433,511$0$164,451$0$10$0$22,992$0$52,286$0$673,250$0$0$0
MEGAN LECAS
SR VP - SERVICE LINES$363,987$0$138,848$0$40,465$0$36,835$0$47,995$0$628,130$0$33,264$0
CYNTHIA FRUITRAIL
SR VP & CHIEF OF STAFF$395,647$0$148,000$0$8,097$0$16,423$0$50,456$0$618,623$0$0$0

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 1AMML INVESTOR SERVICES PROVIDED ADVISORY FINANCIAL PLANS FOR TWO EXECUTIVES. THIS WAS A TAXABLE FRINGE BENEFIT FOR EACH. EACH PARTICIPANT WAS PROVIDED WITH A TAXABLE BONUS TO COVER THE TAXES.
PART I, LINE 4A:PATRICK O'DONNELL, EXECUTIVE VP & PRESIDENT - SUMMIT HEALTH RECEIVED A SEVERANCE PAYMENT OF $684,133 DURING CALENDAR YEAR 2022.
PART I, LINE 4B:THE WELLSPAN HEALTH SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WAS ADOPTED AND MADE EFFECTIVE ON DECEMBER 19TH, 2008. THE OBJECTIVE OF THE EXECUTIVE BENEFITS PROGRAM IS TO PROVIDE AN EXECUTIVE BENEFITS PROGRAM THAT IS COMPETITIVE WITH NATIONAL NORMS IN THE HEALTHCARE INDUSTRY FOR SIMILARLY SIZED ORGANIZATIONS ENABLING WELLSPAN HEALTH TO RECRUIT AND RETAIN TOP EXECUTIVE TALENT. TIER I EXECUTIVES ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. A DESCRIPTION OF THE TARGETED BENEFIT OF THE PLAN IS AS FOLLOWS: 1) PROVIDE AN EMPLOYER SPONSORED RETIREMENT BENEFIT THAT REPLACES 60% OF AVERAGE PRE-RETIREMENT (5 YEARS) BASE COMPENSATION THROUGH A COMBINED APPROACH UTILIZING WELLSPAN'S RETIREMENT PLAN, 50% OF SOCIAL SECURITY, SPLIT-DOLLAR LIFE INSURANCE BENEFIT, AND SUPPLEMENTAL EXECUTIVE RETIREMENT BENEFIT. 2) PROVIDES A MINIMUM BENEFIT AFTER 10 YEARS OF SERVICE. 3) PROVIDES THE FULL TARGETED BENEFIT AFTER 25 YEARS OF SERVICE. 4) BENEFIT IS VESTED WHEN ELIGIBLE EXECUTIVE REACHES AGE 65. THE BENEFIT IS ALSO VESTED UPON DEATH, DISABILITY, JOB ELIMINATION AND "TERMINATION FOR GOOD REASON". 5) CREDITED SERVICE GRANTED ON A 1:2 BASIS FOR PREVIOUS SERVICE IN AN ELIGIBLE TIER II POSITION. 6) TARGETED BENEFIT IS TO BE CALCULATED USING A 15 YEAR CERTAIN PAYOUT. 7) PAYOUT WILL BE IN A LUMP SUM. 8) PAYOUT WILL BE TAXABLE WHEN VESTED. DURING THE CALENDAR YEAR 2022, THE FOLLOWING INDIVIDUALS RECEIVED A SERP DISTRIBUTION OF: ROBERT BATORY - $1,492,080 JOHN PORTER, JR. - $252,896 JANE HYDE - $81,266 THE WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN WAS ADOPTED AND MADE EFFECTIVE AS OF JULY 1, 2017. THIS PLAN WILL REPLACE THE SERP. AS PART OF THE TRANSITION, EACH PARTICIPANT IN THE SERP WAS GIVEN A ONE-TIME CHOICE TO BE GRANDFATHERED IN THE SERP OR TRANSFER TO THE NEW WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN. THE OBJECTIVE OF THE WELLSPAN HEALTH DEFINED CONTRIBUTION DEFERRED COMPENSATION PLAN IS TO ATTRACT AND RETAIN EXECUTIVE AND UPPER-LEVEL MANAGEMENT EMPLOYEES OF OUTSTANDING ABILITY. TIERS I, II, III AND A SELECT GROUP OF TIER IV EMPLOYEES ARE ELIGIBLE TO PARTICIPATE IN THE PLAN. A DESCRIPTION OF THE TARGETED BENEFIT OF THE PLAN IS AS FOLLOWS: 1)PROVIDE AN UNFUNDED DEFERRED COMPENSATION BENEFIT TO A SELECT GROUP OF MANAGEMENT AND HIGHLY COMPENSATED EMPLOYEES. 2)PLAN ACCOUNT CONTRIBUTIONS ARE CREDITED EACH YEAR TO A SUBACCOUNT, BASED UPON VARIOUS TIER LEVELS; TIER I, 22%, TIER II, 17%, TIER III, 12%, AND TIER IV, 8%. 3)PARTICIPANT ACCOUNTS ARE CREDITED INTEREST EACH YEAR BY APPLICATION OF THE 30-YEAR U.S. TREASURY RATE ON JUNE 30 OF THE PLAN YEAR THEN ENDING, PLUS ONE PERCENT (1%). 4)PARTICIPANT VESTING OCCURS ON THE EARLIER OF: A)JUNE 30TH OF THE FOURTH PLAN YEAR: 25% PER YEAR B)PARTICIPANT REACHES AGE 65. C)UPON DEATH, DISABILITY, JOB ELIMINATION AND "TERMINATION FOR GOOD REASON". 5)NON-ELECTIVE EMPLOYER CONTRIBUTIONS ARE ALSO PERMITTED. 6)PLAN DISTRIBUTIONS TO BE ADMINISTERED PER THE PLAN DOCUMENT. DURING THE CALENDAR YEAR 2022, THE FOLLOWING INDIVIDUALS RECEIVED DISTRIBUTIONS FROM THE DEFERRED COMPENSATION PLAN: VICTORIA DIAMOND - $29,834 MEGAN LECAS - $33,264 PHILLIP NICHOLSON, JR, MD - $31,592 ADDITIONALLY, ANY VESTED PORTION OF CONTRIBUTIONS MADE TO THE PLAN WHICH ARE NO LONGER SUBJECT TO THE RISK OF FORFEITURE, ARE REFLECTED IN SCHEDULE J, PART II, COLUMN B(III).

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
GENERAL AUTHORITY OF SOUTHCENTRAL PENNSYLVANIA
A2329822332018-03-13$1,618,293REFUND 2008A BONDS000
GENERAL AUTHORITY OF SOUTHCENTRAL PENNSYLVANIA
B2329822332018-09-04$1,360,077REFUND 2008A BONDS000
GENERAL AUTHORITY OF SOUTHCENTRAL PENNSYLVANIA
C2329822332019-04-13$9,868,816REFUND BONDS ISSUED 11/12/200800084129NMG1

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtTotal ProceedsTotalProceedsAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtOther Spent ProceedsOtherSpentProceedsAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$1,085,250$1,618,293$4,805$1,613,48820180Yes (1)Yes (1)Yes (1)
B$127,600$1,360,077$3,945$1,356,13220180Yes (1)Yes (1)Yes (1)
C$9,868,816$45,936$9,822,8802019Yes (1)0Yes (1)Yes (1)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A00000.000000.000000.0000000Yes (1)
B00000.000000.000000.0000000Yes (1)
C00000.000000.000000.0000000Yes (1)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
A00Yes (1)0Yes (1)000Yes (1)
B00Yes (1)0Yes (1)000Yes (1)
C00Yes (1)0Yes (1)000Yes (1)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (1)
BYes (1)
CYes (1)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN (E) - ISSUE PRICEWELLSPAN HEALTH, THE PARENT ORGANIZATION, ALLOCATED PORTIONS OF THE PROCEEDS OF THIS TAX-EXEMPT BOND ISSUE TO MEMBERS OF THE OBLIGATED GROUP. THE AMOUNT ON SCHEDULE K, PART I, COLUMN (E) AND PART II, LINE 3 REPRESENTS THE ENTITY'S ALLOCATED PORTION OF THE TOTAL BOND PROCEEDS, AS SHOWN ON FORM 8038, PART III, LINE 21(B). ALL ITEMS IN PART II HAVE ALSO BEEN ALLOCATED.
SCHEDULE K, PART III, LINE 4 & 5 - PRIVATE BUSINESS USETHE ENTITY, IN CONJUNCTION WITH BOND COUNSEL, MONITORS ACTIVITIES THAT MAY RESULT IN PRIVATE BUSINESS USE. THERE WERE NONE FOUND.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 7ATHE PRIMARY PURPOSE OF THE GOVERNANCE COMMITTEE, AS ASSIGNED BY THE WELLSPAN HEALTH BOARD OF DIRECTORS, IS TO DEVELOP AND SUPPORT THE CULTURE OF HIGH-FUNCTIONING GOVERNANCE WITHIN THE WELLSPAN SYSTEM, INCLUDING THROUGH POLICIES, NOMINATIONS, COMPETENCIES OF DIRECTORS, EDUCATION, AND SELF-EVALUATIONS. THE GOVERNANCE COMMITTEE SHALL CONSIST OF NOT LESS THAN FIVE (5) NOR MORE THAN SEVEN (7) MEMBERS. NEITHER THE CHAIR OF THE WELLSPAN HEALTH BOARD OF DIRECTORS NOR PERSONS WHO ARE NOT MEMBERS OF THE WELLSPAN HEALTH BOARD OF DIRECTORS, MAY BE APPOINTED TO THE COMMITTEE. EACH GOVERNANCE COMMITTEE MEMBER SHALL BE NOMINATED BY THE GOVERNANCE COMMITTEE, AND APPOINTED BY THE WELLSPAN HEALTH BOARD OF DIRECTORS, FOR A TERM OF ONE (1) YEAR. REAPPOINTMENT OF A GOVERNANCE COMMITTEE MEMBER FOR MORE THAN ONE (1) TERM IS NOT AUTOMATIC OR PRESUMED AND SHALL BE BASED ON AN INDIVIDUAL PERFORMANCE EVALUATION OF THE GOVERNANCE COMMITTEE MEMBER (AS PERFORMED OR OVERSEEN BY THE GOVERNANCE COMMITTEE). THE FOLLOWING RESPONSIBILITIES ARE SET FORTH AS A GUIDE FOR FULFILLING THE GOVERNANCE COMMITTEE'S PURPOSES IN SUCH MANNER AS THE COMMITTEE DETERMINES IS APPROPRIATE: 1. OVERSEE THE PROCESS OF SELECTING AND NOMINATING DIRECTORS AND OFFICERS FOR EACH OF THE GOVERNING BOARDS WITHIN THE WELLSPAN SYSTEM, INCLUDING ENSURING THAT DIRECTOR NOMINEES MEET THE QUALIFICATIONS REQUIRED BY THE RELEVANT BOARD COMPOSITION AND COMPETENCY GRID AND CHARACTERISTICS, BYLAWS, AND BOARD-APPROVED POLICIES AND GUIDELINES, AS APPLICABLE, AND ESTABLISH OTHER CRITERIA THAT ARE DESIRABLE FOR DIRECTORS; 2. IDENTIFY, EVALUATE AND SCREEN DIRECTOR CANDIDATES FOR EACH OF THE GOVERNING BOARDS WITHIN THE WELLSPAN SYSTEM (INCLUDING INCUMBENT DIRECTORS FOR POTENTIAL RE-NOMINATION), AND NOMINATE QUALIFIED INDIVIDUALS TO THE WELLSPAN HEALTH BOARD OF DIRECTORS FOR: (A) APPOINTMENT OR REAPPOINTMENT TO REGULAR TERMS, OR (B) APPOINTMENT TO FILL THE REMAINING TERM OF ANY GOVERNING BOARD VACANCIES; 3. REVIEW ANNUALLY THE SIZE, COMPOSITION AND LEADERSHIP OF EACH OF THE GOVERNING BOARDS WITHIN THE WELLSPAN SYSTEM, INCLUDING THE WELLSPAN HEALTH BOARD OF DIRECTORS AS A WHOLE, ITS COMMITTEES, AND ANY ADVISORY BODIES, MAKE A DETERMINATION OF WHETHER THE BOARD, ITS COMMITTEES AND ANY ADVISORY BODIES REFLECT THE APPROPRIATE BALANCE OF INDEPENDENCE, SOUND JUDGMENT, BUSINESS SPECIALIZATION, TECHNICAL SKILLS, DIVERSITY, FUNDRAISING AND DEVELOPMENT ABILITY, GEOGRAPHIC AND DEMOGRAPHIC REPRESENTATION, AND OTHER DESIRED QUALITIES, AND RECOMMEND ANY APPROPRIATE CHANGES TO THE WELLSPAN HEALTH BOARD OF DIRECTORS; 4. COORDINATE AND OVERSEE A PERIODIC SELF-EVALUATION OF THE ROLE AND PERFORMANCE OF EACH OF THE GOVERNING BOARDS WITHIN THE WELLSPAN SYSTEM, INCLUDING THE WELLSPAN HEALTH BOARD OF DIRECTORS, ITS COMMITTEES, AND ANY ADVISORY BODIES, AND EACH OF THEIR DIRECTORS AND OFFICERS; 5. DEVELOP AND RECOMMEND FOR APPROVAL BY THE WELLSPAN HEALTH BOARD OF DIRECTORS, REVIEW THE EFFECTIVENESS OF, AND RECOMMEND MODIFICATIONS AS APPROPRIATE TO, THE ORGANIZATION'S COMMITTEE STRUCTURE AND ORGANIZATIONAL DOCUMENTS, INCLUDING THE ARTICLES OF INCORPORATION, BYLAWS, BOARD-APPROVED POLICIES AND GUIDELINES, AND COMMITTEE CHARTERS; 6. THE GOVERNANCE COMMITTEE SHALL UNDERTAKE THE RESPONSIBILITY FOR BOARD EDUCATION AND BOARD RETREAT PLANNING. IN ADDITION, THE GOVERNANCE COMMITTEE SHALL COORDINATE WITH MANAGEMENT TO DEVELOP AND IMPLEMENT AN EFFECTIVE ORIENTATION PROGRAM FOR NEW DIRECTORS, INCLUDING ASSIGNMENT OF EXPERIENCED DIRECTORS AS APPROPRIATE MENTORS OF NEW DIRECTORS. 7. REVIEW EMERGING CORPORATE GOVERNANCE ISSUES AND BEST GOVERNANCE PRACTICES AND MAKE APPROPRIATE RECOMMENDATIONS TO THE WELLSPAN HEALTH BOARD OF DIRECTORS; 8. CONDUCT A PERIODIC SELF-EVALUATION OF THE PERFORMANCE OF THE COMMITTEE, INCLUDING ITS EFFECTIVENESS AND COMPLIANCE WITH THIS CHARTER, AND RECOMMEND TO THE WELLSPAN HEALTH BOARD OF DIRECTORS MODIFICATIONS AS APPROPRIATE; 9. THE GOVERNANCE COMMITTEE SHALL MAINTAIN MINUTES OF GOVERNANCE COMMITTEE MEETINGS AND RECORDS OF ITS ACTIVITIES AND SHALL REPORT PROMPTLY TO THE WELLSPAN HEALTH BOARD OF DIRECTORS ANY ACTION TAKEN BY THE GOVERNANCE COMMITTEE, ANY RECOMMENDATIONS OF THE GOVERNANCE COMMITTEE, AND ANY OTHER MATTERS THE GOVERNANCE COMMITTEE DEEMS APPROPRIATE OR THE WELLSPAN HEALTH BOARD OF DIRECTORS REQUESTS. 10. THE GOVERNANCE COMMITTEE SHALL UNDERTAKE SUCH OTHER RESPONSIBILITIES AS THE WELLSPAN HEALTH BOARD OF DIRECTORS MAY DELEGATE OR ASSIGN TO THE GOVERNANCE COMMITTEE FROM TIME TO TIME. THE GOVERNANCE COMMITTEE SHALL BE RESPONSIBLE TO, AND SUBJECT TO THE DIRECTION AND CONTROL OF, THE WELLSPAN HEALTH BOARD OF DIRECTORS. THE WELLSPAN HEALTH BOARD OF DIRECTORS SHALL BE SOLELY RESPONSIBLE FOR DELINEATING THE RESPONSIBILITIES OF THE GOVERNANCE COMMITTEE. THE GOVERNANCE COMMITTEE SHALL PERFORM ONLY SUCH FUNCTIONS AND DUTIES AS SHALL FROM TIME TO TIME BE SPECIFICALLY DELEGATED TO THE GOVERNANCE COMMITTEE BY THE WELLSPAN HEALTH BOARD OF DIRECTORS. THE GOVERNANCE COMMITTEE DOES NOT HAVE DELEGATED AUTHORITY TO TAKE FINAL AND BINDING ACTIONS ON BEHALF OF WELLSPAN HEALTH, AND THEREFORE ANY ACTIONS AND RECOMMENDATIONS OF THE COMMITTEE MUST BE APPROVED BY THE WELLSPAN HEALTH BOARD OF DIRECTORS BEFORE THEY ARE FINAL AND BINDING. IN DISCHARGING ITS ROLE, THE GOVERNANCE COMMITTEE IS EMPOWERED TO INQUIRE INTO ANY MATTER IT CONSIDERS APPROPRIATE TO CARRY OUT ITS RESPONSIBILITIES, WITH ACCESS TO ALL BOOKS, RECORDS, FACILITIES, AND PERSONNEL OF THE WELLSPAN SYSTEM.
FORM 990, PART VI, SECTION B, LINE 11BMANAGEMENT PROVIDED AN ELECTRONIC COPY OF THE FORM 990 TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY, PRIOR TO ITS FILING WITH THE IRS. THE ORGANIZATION'S FINANCE MANAGEMENT TEAM PROVIDED A PRESENTATION TO THE AUDIT COMMITTEE ON THE ORGANIZATION'S 990 RETURN.
FORM 990, PART VI, SECTION B, LINE 12COFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A WELLSPAN HEALTH "CONFLICT OF INTEREST DISCLOSURE STATEMENT" QUESTIONNAIRE ANNUALLY. THE INTERNAL AUDIT DEPARTMENT OF WELLSPAN HEALTH ADMINISTERS THE QUESTIONNAIRES. THERE SHALL BE FULL DISCLOSURE BY A DIRECTOR HAVING A BUSINESS OR PERSONAL INTEREST OR RELATIONSHIP WHICH MAY BE IN CONFLICT WITH THE INTERESTS OF THE CORPORATION. AFTER SUCH DISCLOSURE, THE DIRECTOR SHALL ABIDE BY THE DETERMINATION OF THE BOARD OF DIRECTORS AS TO WHETHER A CONFLICT EXISTS, THE EXTENT TO WHICH, IF AT ALL, THE DIRECTOR WILL BE PERMITTED TO BE PRESENT DURING THE BOARD OF DIRECTORS' DISCUSSION OF THE MATTER IN WHICH THE DIRECTOR MAY BE INTERESTED, AND WHETHER THE DIRECTOR WILL BE PERMITTED TO PARTICIPATE IN SUCH DISCUSSION AND CAST A VOTE IN SUCH MATTER. ADDITIONALLY, ALL BOARD MEMBERS, EMPLOYEES, STUDENTS, AND VOLUNTEERS OF WELLSPAN HEALTH AND ITS RELATED ORGANIZATIONS MUST COMPLETE A "CODE OF CONDUCT" FORM TO ACKNOWLEDGE THAT HE OR SHE UNDERSTANDS THAT WE ALL HAVE AN OBLIGATION TO ACT IN WAYS THAT WILL MERIT THE TRUST, CONFIDENCE, AND RESPECT OF THE COMMUNITY WE SERVE, OTHER HEALTH CARE PROVIDERS, AND ALL OF THOSE WITH WHOM WE INTERACT.
FORM 990, PART VI, SECTION B, LINE 15THE COMPENSATION COMMITTEE OF WELLSPAN HEALTH IS RESPONSIBLE FOR REWARDING AND REINFORCING KEY EXECUTIVES FOR THE ACHIEVEMENT OF ANNUAL AND LONG-TERM PERFORMANCE OBJECTIVES. THE PRIMARY PURPOSE OF WELLSPAN HEALTH COMPENSATION COMMITTEE, AS ASSIGNED BY THE WELLSPAN HEALTH BOARD OF DIRECTORS, IS TO REVIEW COMPENSATION PACKAGES OFFERED AND/OR PAID TO SENIOR SYSTEM EXECUTIVES AND PRACTICING PHYSICIANS EMPLOYED WITHIN THE SYSTEM. THE COMPENSATION COMMITTEE SHALL MONITOR AND EVALUATE THE PERFORMANCE OF THE PRESIDENT AND CEO OF WELLSPAN HEALTH AND SHALL, AT LEAST ANNUALLY, COORDINATE THE IN-PERSON PERFORMANCE REVIEW OF THE PRESIDENT AND CEO BY THE WELLSPAN HEALTH BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE SHALL CONSIST OF 5-10 MEMBERS OF THE WELLSPAN HEALTH BOARD OF DIRECTORS, INCLUDING THE CHAIR AND THE VICE CHAIR. EACH COMPENSATION COMMITTEE MEMBER SHALL BE NOMINATED BY THE GOVERNANCE COMMITTEE, AND APPOINTED BY THE WELLSPAN HEALTH BOARD OF DIRECTORS, FOR A TERM OF ONE (1) YEAR. REAPPOINTMENT OF A COMPENSATION COMMITTEE MEMBER FOR MORE THAN ONE (1) TERM IS NOT AUTOMATIC OR PRESUMED AND SHALL BE BASED ON AN INDIVIDUAL PERFORMANCE EVALUATION OF THE COMPENSATION COMMITTEE MEMBER (AS PERFORMED OR OVERSEEN BY THE GOVERNANCE COMMITTEE). THE COMPENSATION COMMITTEE SHALL BE RESPONSIBLE TO, AND SUBJECT TO THE DIRECTION AND CONTROL OF, THE WELLSPAN HEALTH BOARD OF DIRECTORS. THE WELLSPAN HEALTH BOARD OF DIRECTORS SHALL BE SOLELY RESPONSIBLE FOR DELINEATING THE RESPONSIBILITIES OF THE COMPENSATION COMMITTEE. THE COMPENSATION COMMITTEE SHALL PERFORM ONLY SUCH FUNCTIONS AND DUTIES AS SHALL FROM TIME TO TIME BE SPECIFICALLY DELEGATED TO THE COMPENSATION COMMITTEE BY THE WELLSPAN HEALTH BOARD OF DIRECTORS. THE COMPENSATION COMMITTEE DOES NOT HAVE DELEGATED AUTHORITY, AND THEREFORE ANY ACTIONS AND RECOMMENDATIONS OF THE COMMITTEE MUST BE APPROVED BY THE WELLSPAN HEALTH BOARD OF DIRECTORS BEFORE THEY ARE FINAL AND BINDING. IN DISCHARGING ITS ROLE, THE COMPENSATION COMMITTEE IS EMPOWERED TO INQUIRE INTO ANY MATTER IT CONSIDERS APPROPRIATE TO CARRY OUT ITS RESPONSIBILITIES, WITH ACCESS TO ALL BOOKS, RECORDS, FACILITIES, AND PERSONNEL OF THE WELLSPAN SYSTEM. THE FOLLOWING RESPONSIBILITIES ARE SET FORTH AS A GUIDE FOR FULFILLING THE COMPENSATION COMMITTEE'S PURPOSES IN SUCH MANNER AS THE COMMITTEE DETERMINES IS APPROPRIATE: 1. SET, PERIODICALLY REVIEW AND ENSURE COMPLIANCE WITH THE EXECUTIVE COMPENSATION PHILOSOPHY FOR WELLSPAN, IN AN EFFORT TO ATTRACT AND RETAIN HIGH QUALITY EXECUTIVES, WHILE CONSIDERING COMPENSATION OFFERED TO THOSE IN COMPARABLE POSITIONS IN SIMILAR EMPLOYMENT MARKETS AS WELL AS THE SYSTEM'S NEEDS AND FINANCIAL RESOURCES. 2. RECOMMEND APPROVAL OF EXECUTIVE COMPENSATION PROGRAM ELEMENTS (INCENTIVES, SUPPLEMENTAL BENEFITS, ETC.). 3. IN CONJUNCTION WITH THE WELLSPAN HEALTH BOARD OF DIRECTORS, EVALUATE PERFORMANCE AND ESTABLISH COMPENSATION FOR THE PRESIDENT & CEO OF WELLSPAN HEALTH. 4. EVALUATE EXECUTIVE TEAM PERFORMANCE AND ESTABLISH AWARDS. 5. RECOMMEND APPROVAL OF SENIOR EXECUTIVE BASE SALARY RANGES. 6. ALIGN EXECUTIVE COMPENSATION WITH EXECUTIVE TALENT MANAGEMENT AND SUCCESSION. 7. OVERSEE EMPLOYED PHYSICIAN COMPENSATION PROGRAM. 8. THE COMPENSATION COMMITTEE SHALL MAINTAIN MINUTES OF COMPENSATION COMMITTEE MEETINGS AND RECORDS OF ITS ACTIVITIES, AND SHALL REPORT PROMPTLY TO THE WELLSPAN HEALTH BOARD OF DIRECTORS ANY ACTION TAKEN BY THE COMPENSATION COMMITTEE, ANY RECOMMENDATIONS OF THE COMPENSATION COMMITTEE, AND ANY OTHER MATTERS THE COMPENSATION COMMITTEE DEEMS APPROPRIATE TO THE WELLSPAN HEALTH BOARD OF DIRECTORS REQUESTS. 9. THE COMPENSATION COMMITTEE SHALL UNDERTAKE SUCH OTHER RESPONSIBILITIES AS THE WELLSPAN HEALTH BOARD OF DIRECTORS MAY DELEGATE OR ASSIGN TO THE COMPENSATION COMMITTEE FROM TIME TO TIME. THE COMPENSATION COMMITTEE ALSO UTILIZES THE SERVICES OF SULLIVANCOTTER, AN INDEPENDENT, THIRD-PARTY HEALTH CARE COMPENSATION CONSULTANT, TO ALIGN AND STRUCTURE WORKFORCE COMPENSATION AND BENEFIT STRATEGIES THAT SUPPORT ENTERPRISE-WIDE TRANSFORMATION AND BUSINESS PERFORMANCE.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
FORM 990, PART IX, LINE 11GOTHER FEES: PROGRAM SERVICE EXPENSES 5,377. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,377. OUTSIDE SERVICES: PROGRAM SERVICE EXPENSES 62,744,890. MANAGEMENT AND GENERAL EXPENSES 2,451,840. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,196,730. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 3,246,146. MANAGEMENT AND GENERAL EXPENSES 7,423,113. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,669,259. TEMPORARY HELP: PROGRAM SERVICE EXPENSES 5,537,470. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,537,470. TRANSPORT SERVICES: PROGRAM SERVICE EXPENSES 4,807,108. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,807,108.
FORM 990, PART XI, LINE 9:CHANGE IN FV DERIVATIVE -76,941. GAIN ON PENSION PLAN 24,871,743. TRANSFER TO THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA -80,000,000. TRANSFER TO PHILHAVEN -22,000,000. TRANSFER TO WELLSPAN POPULATION HEALTH -6,500,000. TRANSFER FROM GETTYSBURG HOSPITAL 18,000,000. TRANSFER FROM YORK HOSPITAL 80,000,000. TRANSFER FROM WAYNESBORO HOSPITAL 5,000,000. TRANSFER FROM CHAMBERSBURG HOSPITAL 24,000,000. TRANSFER FROM CHAMBERSBURG HEALTH SERVICES 42,000,000. TRANSFER FROM WELLSPAN SURGERY & REHABILITATION HOSPITAL 6,000,000. UNREALIZED LOSS ON JOINT VENTURE PURCHASE -674,497.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BENJAMIN AND BOND VENTURES LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 2767AddressLine1Txt
CityYORKCityNm
State AbbreviationPAStateAbbreviationCd
ZIP174052767ZIPCd
FieldValueIRS element (for citing)
EIN474121117EIN
Primary ActivitiesHEALTHCARE CONSULTINGPrimaryActivitiesTxt
Legal Domicile StatePALegalDomicileStateCd
Total Income$49,400TotalIncomeAmt
End Of Year Assets$0EndOfYearAssetsAmt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1WELLSPAN HEALTHBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (25 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
APPLE HILL SURGICAL CENTER INC
PO BOX 2767YORKPA174052767222842253SOLE GP IN LP. OPERATING SURGICAL CENTERPA501(C)(3)LINE 10WELLSPAN HEALTH CARE SERVICES0
CHAMBERSBURG HEALTH SERVICES
PO BOX 2767YORKPA174052767251515376HEALTH CARE SERVICESPA501(C)(3)LINE 12A, IWELLSPAN SUMMIT HEALTH0
CHAMBERSBURG HOSPITAL
PO BOX 2767YORKPA174052767230465970HEALTH CARE SERVICESPA501(C)(3)LINE 3WELLSPAN SUMMIT HEALTH0
CHAMBERSBURG HOSPITAL WORKER'S COMPENSATION TRUST
PO BOX 2767YORKPA174052767256450683WORKERS COMPENSATION TRUSTPA501(C)(4)CHAMBERSBURG HOSPITAL0
EPHRATA COMMUNITY HEALTH FOUNDATION
PO BOX 2767YORKPA174052767800940005FUNDRAISING FOR EPHRATA HOSPITALPA501(C)(3)LINE 12A, IEPHRATA COMMUNITY HOSPITAL0
EPHRATA COMMUNITY HOSPITAL
PO BOX 2767YORKPA174052767231370484HEALTH CARE SERVICESPA501(C)(3)LINE 3WELLSPAN HEALTHYes (1)
GETTYSBURG HOSPITAL
PO BOX 2767YORKPA174052767231352220HEALTH CARE SERVICESPA501(C)(3)LINE 3WELLSPAN HEALTHYes (1)
GETTYSBURG HOSPITAL FOUNDATION
PO BOX 2767YORKPA174052767232251358FUNDRAISING FOR GETTYSBURG HOSPITALPA501(C)(3)LINE 12A, IGETTYSBURG HOSPITAL0
GOOD SAMARITAN HEALTH SERVICES FOUNDATION OF LEBANON PA
PO BOX 2767YORKPA174052767232356151FUNDRAISING FOR GOOD SAMARITANPA501(C)(3)LINE 12A, IGOOD SAMARITAN HOSPITAL0
GOOD SAMARITAN PHYSICIAN SERVICES
PO BOX 2767YORKPA174052767251832359MEDICAL AND SURGICAL CAREPA501(C)(3)LINE 10GOOD SAM HEALTH SERVICES FOUNDATION0
HEALTHY COMMUNITY PHARMACY INC
PO BOX 2767YORKPA174052767200519121REDUCED RATE PRESCRIPTION DRUGS TO UNINSUREDPA501(C)(3)LINE 12A, IWELLSPAN HEALTH CARE SERVICES0
PHILHAVEN
PO BOX 2767YORKPA174052767231548822HEALTH CARE SERVICESPA501(C)(3)LINE 3WELLSPAN HEALTHYes (1)
SUMMIT HEALTH FOUNDATION
PO BOX 2767YORKPA174052767831196554FUNDRAISING FOR HEALTH CARE SYSTEMPA501(C)(3)LINE 12B, IIWELLSPAN SUMMIT HEALTH0
SUMMIT PHYSICIAN SERVICES
PO BOX 2767YORKPA174052767251716306MEDICAL AND SURGICAL CAREPA501(C)(3)LINE 10WELLSPAN SUMMIT HEALTH0
THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA
PO BOX 2767YORKPA174052767230794160HEALTH CARE SERVICESPA501(C)(3)LINE 3WELLSPAN HEALTHYes (1)
VNA COMMUNITY SERVICES
PO BOX 2767YORKPA174052767232338591HOME PERSONAL CARE SERVICES FOR ELDERLY AND DISABLEDPA501(C)(3)LINE 10WELLSPAN SURGERY & REHABILITATION HOSPITAL0
VNA HOME HEALTH SERVICES
PO BOX 2767YORKPA174052767231352573HOME HEALTH AND HOSPICE CARE SERVICESPA501(C)(3)LINE 10WELLSPAN SURGERY & REHABILITATION HOSPITAL0
WAYNESBORO HOSPITAL
PO BOX 2767YORKPA174052767231360854HEALTH CARE SERVICESPA501(C)(3)LINE 3WELLSPAN SUMMIT HEALTH0
WELLSPAN HEALTH CARE SERVICES
PO BOX 2767YORKPA174052767232400237HEALTH CARE SERVICESPA501(C)(3)LINE 12B, IIWELLSPAN HEALTHYes (1)
WELLSPAN MEDICAL GROUP
PO BOX 2767YORKPA174052767232730785MEDICAL AND SURGICAL CAREPA501(C)(3)LINE 10WELLSPAN HEALTHYes (1)
WELLSPAN PROPERTIES INC
PO BOX 2767YORKPA174052767222842252LEASES FACILITIES TO AFFILIATESPA501(C)(3)LINE 12B, IIWELLSPAN HEALTH CARE SERVICES0
WELLSPAN SUMMIT HEALTH
PO BOX 2767YORKPA174052767251515371INTEGRATED HEALTH SYSTEMPA501(C)(3)LINE 7WELLSPAN HEALTHYes (1)
WELLSPAN SURGERY & REHABILITATION HOSPITAL
PO BOX 2767YORKPA174052767232899911SURGERY AND REHABILITATION HOSPITALPA501(C)(3)LINE 3WELLSPAN HEALTHYes (1)
YORK HEALTH FOUNDATION
PO BOX 2767YORKPA174052767233050192FUNDRAISING FOR WELLSPAN ENTITIESPA501(C)(3)LINE 12C, III-FIWELLSPAN HEALTHYes (1)
YORK HOSPITAL
PO BOX 2767YORKPA174052767231352222COMMUNITY TEACHING HOSPITALPA501(C)(3)LINE 3WELLSPAN HEALTHYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
APPLE HILL SURGICAL CENTER PARTNERS
PO BOX 2767YORKPA174052767232489452SURGICAL CENTERPAWELLSPAN HEALTHRELATED-$203,014$11,574,1290Yes (1)0.94570
CHERRY TREE CANCER CENTER LLP
PO BOX 2767YORKPA174052767232915628RADIATIONPAWELLSPAN HEALTH CARE SERVICESRELATED00
CUMBERLAND VALLEY MOBILE SERVICES
5 S MAIN STSUGARLOAFPA18249200884014MOBILE HEALTH SERVICESPACHAMBERSBURG HEALTH SERVICESRELATED00
LITTLESTOWN HEALTH CARE PARTNERSHIP
300 WEST KING STREETLITTLESTOWNPA17340232880464LEASE FACILITYPAWELLSPAN HEALTH CARE SERVICESRELATED00
SUMMIT SURGERY CENTER LP
PO BOX 2767YORKPA174052767251845303PHYSICIAN SERVICESPACHAMBERSBURG HEALTH SERVICESRELATED00
SURGERY CENTER ASSOCIATES LLC
PO BOX 2767YORKPA174052767251845304PHYSICIAN SERVICESPACHAMBERSBURG HEALTH SERVICESRELATED00
THE REHAB CENTER
855 SPRINGDALE DRIVE SUITE 20EXTONPA19341251687903PHYSICAL THERAPY REHABILITATIONPAEPHRATA HOSPITALRELATED00
WELLSPAN SCA HOLDINGS LLC
569 BROOKWOOD VLG SUITE 901BIRMINGHAMAL35209882731487INVESTMENTSMDWELLSPAN HEALTH CARE SERVICESRELATED00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACdShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPct
APPLE HILL CONDOMINIUM ASSOCIATION
PO BOX 2767YORKPA174052767232504543CONDOMINIUM ASSOCIATIONPAWELLSPAN HEALTH CARE SERVICESC0
CUMBERLAND VALLEY HEALTH NETWORK INC
PO BOX 2767YORKPA174052767232775583HEALTH NETWORKPAWELLSPAN SUMMIT HEALTHC0
EPHRATA HEALTH PAVILION CONDOMINIUM ASSOCIATION
PO BOX 2767YORKPA174052767475367279CONDOMINIUM ASSOCIATIONPAEPHRATA HOSPITALC0
EPHRATA MEDICAL OFFICE CONDOMINIUM ASSOCIATION
PO BOX 2767YORKPA174052767232526873CONDOMINIUM ASSOCIATIONPAC0N/A
GOOD SAMARITAN PHYSICIAN HOSPITAL ORGANIZATION OF LEBANON PA
PO BOX 2767YORKPA174052767251769419HEALTH CARE SERVICESPATHE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIAC0
GSH REALTY INC
PO BOX 2767YORKPA174052767232446622NON-RESIDENTIAL REAL ESTATEPAWELLSPAN HEALTH CARE SERVICESC0
NORTHERN LANCASTER COUNTY PHYSICIAN HOSPITAL ALLIANCE
PO BOX 2767YORKPA174052767232421885COORD PHYS & HOSPITALPAEPHRATA HOSPITALC0
QUEST BEHAVIORAL HEALTH
PO BOX 2767YORKPA174052767232910565HEALTH CARE NETWORK SERVICEPAWELLSPAN HEALTHCYes (1)$10,250$1,706,8840.46600
WELLSPAN HEARING CENTER INC
PO BOX 2767YORKPA174052767231954338HEARING AID PRACTICEPAWELLSPAN HEALTH CARE SERVICESC0
WELLSPAN PHARMACY INC
PO BOX 2767YORKPA174052767232374072DISPENSES RX & PROVIDES IV THERAPYPAWELLSPAN HEALTH CARE SERVICESC0
WELLSPAN PROVIDER NETWORK
PO BOX 2767YORKPA174052767232907828COORDINATE MANAGED CARE RISK CONTRACTSPAWELLSPAN HEALTHCYes (1)1.00000
WELLSPAN RECIPROCAL RISK RETENTION GROUP
PO BOX 2767YORKPA174052767200048457RISK RETENTION GROUPPAWELLSPAN HEALTHCYes (1)$600,5020.01490
YORK HEALTH PLAN
PO BOX 2767YORKPA174052767232664989PREFERRED PROVIDER ORGANIZATIONPAWELLSPAN HEALTHCYes (1)-$7,318,345$1,062,5951.00000
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (1)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (1)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth OrgYes (1)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (1)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (1)PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other OrgYes (1)TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (52 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
EPHRATA COMMUNITY HOSPITAL
A$459,993COST
THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA
A$10,704,936COST
WELLSPAN HEALTH CARE SERVICES
A$737,842COST
GETTYSBURG HOSPITAL FOUNDATION
C$146,236COST
YORK HEALTH FOUNDATION
C$215,919COST
SUMMIT HEALTH FOUNDATION
C$218,880COST
EPHRATA COMMUNITY HEALTH FOUNDATION
C$300,598COST
GETTYSBURG HOSPITAL
K$156,588COST
WELLSPAN PROPERTIES
K$4,278,609COST
EPHRATA COMMUNITY HOSPITAL
K$113,304COST
THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA
K$189,385COST
YORK HOSPITAL
K$171,132COST
YORK HOSPITAL
L$296,406,760COST
WELLSPAN MEDICAL GROUP
L$5,866,935COST
WAYNESBORO HOSPITAL
L$9,921,935COST
CHAMBERSBURG HOSPITAL
L$40,493,701COST
CHAMBERSBURG HEALTH SERVICES
L$494,795COST
WELLSPAN PROPERTIES
L$681,083COST
APPLE HILL SURGICAL CENTER
L$779,379COST
WELLSPAN HEALTH CARE SERVICES
L$492,408COST
GETTYSBURG HOSPITAL
L$66,014,265COST
EPHRATA COMMUNITY HOSPITAL
L$54,495,203COST
THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA
L$54,393,758COST
PHILHAVEN
L$6,198,445COST
WELLSPAN SURGERY & REHABILITATION HOSPITAL
L$25,611,351COST
VNA HOME HEALTH SERVICES
L$903,262COST
YORK HEALTH PLAN
L$451,527COST
YORK HEALTH PLAN
M$8,709,483COST
WELLSPAN MEDICAL GROUP
P$1,026,387COST
YORK HOSPITAL
Q$85,054,093COST
WELLSPAN MEDICAL GROUP
Q$103,289,110COST
WAYNESBORO HOSPITAL
Q$6,122,555COST
CHAMBERSBURG HOSPITAL
Q$26,830,306COST
CHAMBERSBURG HEALTH SERVICES
Q$830,763COST
WELLSPAN PROPERTIES
Q$341,182COST
WELLSPAN HEALTH CARE SERVICES
Q$3,099,715COST
GETTYSBURG HOSPITAL
Q$15,256,401COST
EPHRATA COMMUNITY HOSPITAL
Q$17,013,396COST
THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA
Q$15,844,732COST
PHILHAVEN
Q$11,987,067COST
WELLSPAN SURGERY & REHABILITATION HOSPITAL
Q$7,932,088COST
VNA HOME HEALTH SERVICES
Q$5,818,453COST
THE GOOD SAMARITAN HOSPITAL OF LEBANON PENNSYLVANIA
R$80,000,000COST
PHILHAVEN
R$22,000,000COST
WELLSPAN POPULATION HEALTH
R$6,500,000COST
GETTYSBURG HOSPITAL
S$18,000,000COST
YORK HOSPITAL
S$80,000,000COST
WELLSPAN SURGERY & REHABILITATION HOSPITAL
S$6,000,000COST
WAYNESBORO HOSPITAL
S$5,000,000COST
CHAMBERSBURG HOSPITAL
S$24,000,000COST
CHAMBERSBURG HEALTH SERVICES
S$42,000,000COST
APPLE HILL SURGICAL CENTER PARTNERS
S$187,760COST