2011-05-04T13:23:51-07:00 2010-06-30 990 2009-07-01 232777286 LANCASTER GENERAL MEDICAL GROUP LANC 7175444926 1030 New Holland Ave Lancaster PA 17604 F Joseph Byorick 7175444926 2011-05-05 2009 2016-02-24 21:20:13Z F Joseph Byorick 555 North Duke Street Lancaster PA 17604 52046120 0 X www.lancastergeneralhealth.org X 1994 PA In support of the mission of Lancaster General Health, Lancaster General Medical Group provides superior, compassionate, integrated and multi-specialty health care to our patients and communities within a trusting and rewarding work enviornment. 13 6 623 8 0 0 6750 0 61217947 50340415 12230 6479 1973503 1699226 63210430 52046120 3355 940 0 0 45542923 46566383 0 0 0 34019198 28071647 79565476 74638970 -16355046 -22592850 14013288 14455258 8549756 9606803 5463532 4848455 Lancaster General Medical Group was organized principally to develop, own, and operate outpatient health care practices at which primary and specialty medical services are provided by licensed providers. Lancaster General Medical Group operated eleven primary care practices, six specialty care practices, two express care clinics, and one urgent care center during fiscal year 2010. 0 0 66083146 940 52005040 Patient Care, General/Other: Provide primary and specialty health care (417,045 visits) 0 0 0 66083146 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 43 0 1 623 1 0 0 0 0 0 13 6 0 1 1 0 1 1 1 1 1 0 1 1 0 1 1 1 1 1 1 1 0 PA X F Joseph Byorick CFO 7175444926 555 North Duke Street Lancaster PA 17604 Thomas T Baldridge 2 X 0 0 0 Thomas E Beeman 2 X 0 977481 346455 Jennifer Craighead Esquire 2 X 0 0 0 Charles Douts Jr 2 X 0 0 0 Jeffrey F Lehman 2 X 0 0 0 William D McCann MD 2 X 0 0 0 Francine McNairy PhD 2 X 0 0 0 Jeffrey B Rittenhouse MD 55 X 225187 0 44951 Stephen W Tifft MD 55 X 281120 0 45267 F Joseph Byorick III 55 X 0 567287 82875 Kent E Carr MD 55 X 514588 0 64522 Margaret F Costella 55 X 0 237711 36036 Robert P Macina Esquire 55 X 0 1000713 139972 Lisa S Allen MD 55 X 342908 0 69131 Paul Conslato MD 55 X 250798 0 49790 Elizabeth C Horenkamp MD 55 X 383662 0 37801 John J Yoder MD 55 X 205256 0 38840 Shyam Balepur MD 55 X 434706 0 56784 Samuel J Kerr MD 55 X 433630 0 56784 G Thomas O'Conor Jr MD 55 X 433791 0 62670 George Olt MD 55 X 412746 0 57222 Richard W Reese MD 55 X 383971 0 70449 Jerome I Gottlieb MD 0 X 82833 0 21749 4385196 2783192 1281298 101 1 1 0 EG Stoltzfus Jr Inc 474 Mount Sidney Road Lancaster PA 17602 Leasehold Improvements/Renovations 574022 Norlanco Real Estate Partnership 418 Cloverleaf Road PO Box 521 Elizabethtown PA 17022 Rent 513029 Benchmark Construction Company PO Box 806 Brownstown PA 17508 Leasehold Improvements/Renovations 362361 The Camden Group 100 N Sepulveda Blvd Suite 600 El Segundo CA 90245 Consulting Services 253356 562 West Second Inc 562 West Second Street Lititz PA 17543 Rent 198797 14 0 0 0 0 0 0 0 0 Other Net Patient Revenue 622000 35288195 35288195 0 0 Medicare/Medicaid 622000 14203717 14203717 0 0 Capitation 622000 848503 848503 0 0 0 0 0 0 50340415 6479 0 0 6479 0 0 0 0 0 0 0 0 0 0 0 0 0 Sales to Affiliates 541900 1239059 1239059 0 0 Rental Income 531190 41080 0 0 41080 419087 419087 0 0 1699226 52046120 51998561 0 47559 940 940 0 0 0 0 0 0 2594869 1767039 827830 0 0 0 0 0 33466653 32646363 820290 0 3612486 3447385 165101 0 4810306 4633084 177222 0 2082069 2010219 71850 0 0 0 0 0 0 0 0 0 3001 0 3001 0 0 0 0 0 0 0 0 0 0 0 133004 80045 52959 0 81821 66562 15259 0 1380822 1197576 183246 0 166336 165572 764 0 0 0 0 0 4150302 3955062 195240 0 109367 57711 51656 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1033473 936545 96928 0 1758791 1374068 384723 0 Purchased Services 6206991 1027076 5179915 0 Bad Debt Expense 770666 770666 0 0 Management Fee Expense 2113121 0 2113121 0 Medical/Surgical Supplies 10149621 10149621 0 0 Indirect Cost Allocation 0 1797612 -1797612 0 14331 0 14331 0 74638970 66083146 8555824 0 8280 9125 2456217 2665359 0 0 6674411 5436432 0 0 0 0 0 0 187672 130331 2045008 1683852 9069303 4539144 2623931 4530159 0 0 0 0 0 0 17769 14013288 14455258 7262629 6180818 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1287127 3425985 8549756 9606803 X 5463532 4848455 0 0 0 0 5463532 4848455 14013288 14455258 X 0 1 1 X 0 X 0 0 0 0 0 0 0 0 4418416 1352213 3066203 0 4650887 3186931 1463956 0 0 0 0 4530159 Due to Affiliated Organizations 1907956 Long Term IBNR Medical Malpractice 1030000 Third Party Settlement Liability 395399 Long Term IBNR Worker's Compensation 64354 Unclaimed Vendor Payments 28276 3425985 52046120 74638970 -22592850 0 0 0 0 21977773 21977773 -615077 52046120 0 0 0 0 0 52046120 0 0 0 52046120 74638970 0 0 0 0 0 74638970 0 0 0 74638970 SchD_P10_S00_L00 Schedule D, Part X On July 1, 2007, Lancaster General Medical Group adopted the provisions of Financial Accounting Standards Board (FASB) Interpretation No. 48, Accounting for Uncertainty in Income Taxes (FIN 48). FIN 48 requires that a tax position be recognized or derecognized based on a "more likely than not" threshold. This applies to positions taken or expected to be taken in a tax return. The implementation of FIN 48 had no impact on the Medical Group's statement of financial position or statement of activities. Lancaster General Medical Group does not believe its financial statements include any material uncertain tax positions. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Amount is representative of related party contributions from Lancaster General Hospital, an affiliated entity. X X 0 1 X X X X 0 1 0 0 0 1 0 1 0 Thomas E Beeman 0 649037 0 300000 0 28444 0 253873 0 92582 0 1323936 0 Jeffrey B Rittenhouse MD 176641 0 35100 0 13446 0 9007 0 35943 0 270137 0 0 0 Stephen W Tifft MD 186574 0 92637 0 1909 0 9800 0 35467 0 326387 0 0 0 F Joseph Byorick III 0 405994 0 138274 0 23019 0 9800 0 73075 0 650162 0 0 Kent E Carr MD 410184 0 100068 0 4336 0 8798 0 55724 0 579110 0 0 0 Margaret F Costella 0 199735 0 35413 0 2563 0 9508 0 26528 0 273747 0 0 Robert P Macina Esquire 0 311537 0 108916 0 580260 0 80541 0 59431 0 1140685 0 0 Lisa S Allen MD 290482 0 39210 0 13216 0 9800 0 59331 0 412039 0 0 0 Paul Conslato MD 230340 0 19925 0 533 0 9800 0 39990 0 300588 0 0 0 Elizabeth C Horenkamp MD 244114 0 138799 0 749 0 9188 0 28614 0 421464 0 0 0 John J Yoder MD 187050 0 10392 0 7814 0 8210 0 30630 0 244096 0 0 0 Shyam Balepur MD 304447 0 129303 0 956 0 9188 0 47597 0 491491 0 0 0 Samuel J Kerr MD 302087 0 130913 0 630 0 9188 0 47597 0 490415 0 0 0 G Thomas O'Conor Jr MD 298132 0 129616 0 6044 0 9800 0 52870 0 496462 0 0 0 George Olt MD 402926 0 6000 0 3820 0 9188 0 48034 0 469968 0 0 0 Richard W Reese MD 341988 0 36835 0 5149 0 9800 0 60649 0 454421 0 0 0 Jerome I Gottlieb MD 78924 0 2333 0 1575 0 3313 0 18436 0 104581 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Lancaster General Medical Group provided gross-up payments to certain individuals listed on Schedule J. Lancaster General Medical Group provides gross-up payments to employees when they receive gifts so as to provide tax assistance in that no tax burdens are created with the intended gift. Amount included in income for social club dues is reflective of personal use % and amounted to $2,426 in CY 2009. Compensation reported on Schedule J is paid by Lancaster General Hospital (EIN #23-1365353), a related organization. SchJ_P01_S00_L01b Schedule J, Part I, Line 1b There is no written policy currently in place. SchJ_P01_S00_L03 Schedule J, Part I, Line 3 The compensation process described below pertains to the CEO, EVPs, SVPS, VPs and AVPs. Lancaster General Medical Group utilizes an independent third party to provide base salary and total compensation market data for comparable positions at similarly sized organizations. Lancaster General Medical Group presents the performance of the above mentioned positions against established goals and evaluates and presents them to the Management and Development Compensation Committee (MDCC). The MDCC is a Committee comprised of independent Board of Trustee members. The market data and performances against goals is reviewed by the MDCC who then takes action. Minutes are kept of the discussion and actions taken by the MDCC members at their meeting. This documentation is kept for future reference. This process is undertaken each August after the close of the previous fiscal year in June. SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Total distributions and/or contributions to a non-qualified Supplemental Retirement Plan amounted to $315,726. Those receiving distributions and/or contributions to this non-qualified plan are as follows: Thomas E. Beeman, Kent E. Carr, MD and Robert P. Macina, Esq. SchJ_P01_S00_L06 Schedule J, Part I, Line 6 For twelve (12) of Lancaster General Medical Group physician employees, a portion of their compensation is based on the profitability of their individual practice. Please note that this is only a small portion of their total compensation. These twelve (12) physicians make up only 2.2% of the Lancaster General Medical Group employee population. Only this percentage of all Lancaster General Medical Group employees are eligible to receive compensation tied to the profitability of their practice. SchJ_P01_S00_L07 Schedule J, Part I, Line 7 The purpose of the Lancaster General Health (LG), the parent company of Lancaster General Medical Group, Annual Incentive Plan (The Plan) is to reinforce strategic performance priorities for senior management and management employees and to encourage the highest level of performance in the delivery of health care services. As a reward for employees' contributions to Lancaster General Health's success, the Plan provides the opportunity to earn meaningful incentive compensation based on the performance of Lancaster General Health and the individual Participants. Specifically, the Plan is designed to: *Focus Participants on the achievement of organization goals related to people, service, quality/safety, financial and growth; *Promote and foster a team oriented culture; *Strengthen Lancaster General Health's ability to attract and retain superior talent, recognize and reward accomplishments that clearly advance the organization's mission, and drive strategies; *Provide incentive awards that can be adjusted annually for different business conditions and business plan priorities without changing basic design features of the Plan; and *Provide annual incentive opportunities with due consideration to the requirements of the Intermediate Sanctions law and the regulations there under. F990_P06_S0A_L03 Form 990, Part VI, Section A, Line 3 Lancaster General Medical Group engaged the Camden Group healthcare consultants to provide the services of Chief Operating Officer on an interim basis. F990_P06_S0A_L04 Form 990, Part VI, Section A, Line 4 The bylaws were revised on September 16, 2009. F990_P06_S0A_L06 Form 990, Part VI, Section A, Line 6 The Sole Member of Lancaster General Medical Group is Lancaster General Health. The Sole Member may initiate or implement any proposal with respect to any of the following; amendment of charter, certificate of articles of incorporation or bylaws; sale, purchase, lease or encumbrance with debt; the transfer of any assets of the corporation, excluding equipment; election or removal of the Board of Trustees of the Corporation; the approval of the annual operating and capital budgets of the Corporation; the approval of investment advisors, outside legal counsel, and auditors of the Corporation; and the approval of non-budgeted expenditures. F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a Lancaster General Health elects the Board of Trustees of Lancaster General Medical Group. F990_P06_S0A_L07b Form 990, Part VI, Section A, Line 7b The Sole Member of Lancaster General Medical Group is Lancaster General Health. The Sole Member may initiate or implement any proposal with respect to any of the following; amendment of charter, certificate of articles of incorporation or bylaws; sale, purchase, lease or encumbrance with debt; the transfer of any assets of the corporation, excluding equipment; election or removal of the Board of Trustees of the Corporation; the approval of the annual operating and capital budgets of the Corporation; the approval of investment advisors, outside legal counsel, and auditors of the Corporation; and the approval of non-budgeted expenditures. F990_P06_S0B_L10a Form 990, Part VI, Section B, Line 10a Lancaster General Health (EIN #23-2250941) is the parent organization of multiple affiliates including Lancaster General Medical Group. F990_P06_S0B_L11 Form 990, Part VI, Section B, Line 11 Due to timing conflicts, a copy of the Form 990 was not provided to the governing body prior to filing. A presentation highlighting: what is the Form 990, when is it due, and what is reported will accompany making the Form 990 available to the governing body at the first meeting immediately following the filing of the Form 990. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c In order to ascertain and evaluate actual or potential conflicts, certain interested persons are required to fill out a Conflict of Interest Disclosure Statement upon entering employment or becoming a trustee of Lancaster General Hospital or an affiliate, and others are also required to fill out such a Statement on an annual basis. In addition to this requirement, all officers and trustees, regardless of whether or not they have filled out or have been asked to fill out a Conflict of Interest Disclosure Statement, have an ongoing affirmative duty to bring to the attention of Lancaster General Hospital, situations which may give rise to an actual or potential conflict of interest as described in the policy. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 The compensation process described below pertains to the CEO, EVPs, SVPS, VPs and AVPs. Lancaster General Medical Group utilizes an independent third party to provide base salary and total compensation market data for comparable positions at similarly sized organizations. Lancaster General Medical Group presents the performance of the above mentioned positions against established goals and evaluates and presents them to the Management and Development Compensation Committee (MDCC). The MDCC is a Committee comprised of independent Board of Trustee members. The market data and performances against goals is reviewed by the MDCC who then takes action. Minutes are kept of the discussion and actions taken by the MDCC members at their meeting. This documentation is kept for future reference. This process is undertaken each August after the close of the previous fiscal year in June. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Lancaster General Medical Group does not make the governing documents, conflict of interest policy, or financial statements available to the public. F990_P07_S0A_L01a Form 990, Part VII, Section A, Line 1a The average hours per week reported in Column B pertains to the reportable compensation reported in Columns D, E, and/or F. Members of the Board are not compensated for their position on the Board. Compensation disclosed relates to other services performed. F990_P11_S00_L02b Form 990, Part XI, Line 2b Lancaster General Medical Group's financial information was included in a consolidated audit of Lancaster General Health. SchR_P05_S00_L02 Schedule R, Part V, Line 2 All arrangements are negotiated at arm's length and for fair value in compliance with the organization's conflict of interest policy. Affiliates perform inter-company transactions as part of the normal course of business. Lancaster General Health 555 North Duke Street Lancaster PA 17604 232250941 Mgmt & fin. support to controlled org. & undertaking activities to improve the health of community PA 501(c)(3) 509(a)(3) N/A Lancaster General Hospital 555 North Duke Street Lancaster PA 17604 231365353 To advance the health and well-being of the communities we serve PA 501(c)(3) 170(b)(1)(A)(iiii) Lancaster General Health Lancaster General Health Foundation 555 North Duke Street Lancaster PA 17604 205767147 Organized and operated to support the exempt purposes of members of LG Health PA 501(c)(3) 509(a)(3) Lancaster General Health Lancaster Cleft Palate Clinic 223 North Lime Street Lancaster PA 17604 231306888 Provide treatment for oral-facial deformities PA 501(c)(3) 170(b)(1)(A)(vi) Lancaster General Health Central Pennsylvania Nursing Alliance Inc 555 North Duke Street Lancaster PA 17604 232907754 Skilled nursing care PA 501(c)(3) 509(a)(2) Lancaster General Health Lancaster General Health - Columbia Center 306 N 7th Street Columbia PA 17512 230485650 Acute Primary Care/Facility Management Operations Services PA 501(c)(3) (170)(b)(1)(A)(iii) Lancaster General Hospital Lancaster General College of Nursing and Health Sciences 410 North Lime Street Lancaster PA 17602 061645496 Provide support and promote health care education PA 501(c)(3) 170(b)(1)(A)(ii) Lancaster General Hospital VNA Community Care Services Inc PO Box 10788 Lancaster PA 17605 231352575 Provides home health care services PA 501(c)(3) 170(b)(1)(A)(vi) Lancaster General Health Lancaster General Rehabilitation Services Inc 555 North Duke Street Lancaster PA 17604 204943109 Investment in Rehabilitation Hospital PA 501(c)(3) 170(b)(1)(A)(iii) Lancaster General Health Lancaster General Ambulatory Surgical Services Inc 555 North Duke Street Lancaster PA 17604 204943239 Investment in Ambulatory Surgery Center PA 501(c)(3) 170(b)(1)(A)(iii) Lancaster General Hospital Lancaster General Imaging Corporation 609 North Cherry Street Lancaster PA 17604 233102789 Investment in imaging services PA 501(c)(3) 170(b)(1)(A)(iii) Lancaster General Hospital Lancaster Emergency Medical Services Association 1829 Lincoln Highway Lancaster PA 17602 232840702 Emergency medical transportation PA 501(c)(3) 509(a)(2) Lancaster General Hospital United Auxiliaries to Lancaster General Hospital 555 North Duke Street Lancaster PA 17604 231976868 To promote and advance Lancaster General Hospital's plans and programs PA 501(c)(3) 509(a)(2) N/A Lancaster Rehabilitation Hospital LLP 675 Good Drive Lancaster PA 17601 208092253 Rehab hospital PA CRH of Lancaster LLC Related 0 1 Physician's Surgery Center-Lancaster General LLC 2150 Harrisburg Pike Lancaster PA 17601 204463521 Surgery Center PA Lancaster General Ambulatory Surgical Services Inc Related 0 1 Lancaster PET Partnership LLP PO Box 4216 Lancaster PA 17604 233102793 Medical services PA Lancaster General Imaging Corporation Related 0 1 MRI Group LLP PO Box 4216 Lancaster PA 17604 331011386 Medical services PA Lancaster General Imaging Corporation Related 0 1 Central Pennsylvania Alliance Laboratory PO Box 2767 York PA 17405 232910950 Medical testing PA Lancaster General Hospital Related 0 1 Horizon Healthcare Services LLP 1070 New Holland Avenue Lancaster PA 17601 232910102 In-home infusion drug therapy PA Lancaster General Services Business Trust Related 0 1 PeriOptimum 24 South Eighteenth Street Pittsburgh PA 15203 251815023 Provides information technology tools and decision-support services PA Lancaster General Services Business Trust Related 0 1 Lancaster General Insurance Company PO Box 1109 GT Grand Cayman Cayman Islands CJ KYI-1102 980176655 Insurance CJ Lancaster General Health C Lancaster General Services Business Trust 607 North Duke Street Lancaster PA 17602 232250128 Owns and operates real estate property, pharmacy, and home infusion company PA Lancaster General Health T Barge Ganse VenaCare 607 North Duke Street Lancaster PA 17602 232113017 Pharmacy and two thirds ownership interest of home infusion therapy services company PA Lancaster General Services Business Trust C Preferred Health Care 20-D East Roseville Road Lancaster PA 17601 251533898 Provides management and marketing services PA Lancaster General Health C Quest Behavioral Health PO Box 2767 York PA 17405 232910565 Behavioral health managed care plan for employers and health plans PA Lancaster General Hospital C 0 0 1 0 0 1 1 0 0 1 1 1 0 1 1 1 0 1 Lancaster General Hospital c 21977773 Lancaster General Hospital f 84562 Lancaster General Hospital g 91817 Lancaster General Hospital j 822341 Lancaster General Services Business Trust j 216733 Lancaster General Hospital k 155850 Lancaster General Health - Columbia Center k 53450 Lancaster General Hospital l 4970309 Lancaster General Insurance Company l 1766880 Lancaster General Health l 106289 Lancaster General College of Nursing and Health Sciences l 70608 Lancaster General Hospital n 741677 Lancaster General College of Nursing and Health Sciences n 2408 Lancaster General Hospital o 3116415 Lancaster General Services Business Trust o 54246 Lancaster General Hospital p 16138 Lancaster General Health - Columbia Center p 1963 Lancaster General Hospital r 2455000