Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 07-01-2024 , and ending 06-30-2025
BCheck if applicable:
CName of organization
LEHIGH VALLEY HEALTH NETWORK
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
PO BOX 4000
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALLENTOWN, PA18105
D Employer identification number

22-2458317
E Telephone number

G Gross receipts $ 12,470,081
F Name and address of principal officer:
BRIAN A NESTER
PO BOX 4000
ALLENTOWN,PA18105
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.LVHN.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number  
K Form of organization:  
L Year of formation: 1982
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: WE HEAL, COMFORT, AND CARE FOR THE PEOPLE OF OUR COMMUNITY BY PROVIDING ADVANCED AND COMPASSIONATE HEALTH CARE OF SUPERIOR QUALITY AND VALUE SUPPORTED BY EDUCATION AND CLINICAL RESEARCH.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 17
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 14
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 0
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 0 0
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 1,166,279 -937,660
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 9,861,035 12,502,431
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 11,027,314 11,564,771
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 0 0
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 605,154 501,523
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,127,175 2,865,899
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,732,329 3,367,422
19 Revenue less expenses. Subtract line 18 from line 12....... 9,294,985 8,197,349
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 39,534,747 0
21 Total liabilities (Part X, line 26)............. 75,057,375 0
22 Net assets or fund balances. Subtract line 21 from line 20..... -35,522,628 0
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: WE HEAL, COMFORT, AND CARE FOR THE PEOPLE OF OUR COMMUNITY BY PROVIDING ADVANCED AND COMPASSIONATE HEALTH CARE OF SUPERIOR QUALITY AND VALUE SUPPORTED BY EDUCATION AND CLINICAL RESEARCH.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 3,367,422 including grants of $   ) (Revenue $ 11,564,771 )
LEHIGH VALLEY HEALTH NETWORK (LVHN) IS THE PARENT ORGANIZATION CONTROLLING AND DIRECTING THE ACTIVITIES OF ITS SUBSIDIARIES. LVHN ACCOMPLISHES THIS THROUGH ITS BOARD OF TRUSTEES WHO APPROVES AND DIRECTS ALL SIGNIFICANT FINANCIAL, LEGAL AND ORGANIZATIONAL ISSUES OF LVHN AND ITS SUBSIDIARIES. THE LVHN BOARD OF TRUSTEES APPOINTS THE BOARD MEMBERS OF EACH OF LVHN SUBSIDIARIES. THE SUBSIDIARY BOARDS ARE RESPONSIBLE FOR QUALITY CONTROL AND OTHER OPERATIONAL TYPE ISSUES.SUBSIDIARY ORGANIZATIONS INCLUDE HOSPITALS, PHYSICIAN PRACTICES, AND OTHER HEALTHCARE-RELATED ORGANIZATIONS.SUBSIDARY HOSPITAL ORGANIZATIONS OPERATE 14 HOSPITAL LOCATIONS ACROSS PENNSYLVANIA IN ALLENTOWN, BETHLEHEM, DICKSON CITY, EAST STROUDSBURG, EASTON, HAZLETON, LEHIGHTON, POTTSVILLE, GILBERTSVILLE, AND MACUNGIE. THESE SUBSIDIARY HOSPITAL ORGANIZATIONS INCLUDE LEHIGH VALLEY HOSPITAL (LVH), LEHIGH VALLEY HOSPITAL - SCHUYLKILL (LVH-S), LEHIGH VALLEY HOSPITAL - HAZLETON (LVH-H), AND LEHIGH VALLEY HOSPITAL - POCONO (LVH-P). LEHIGH VALLEY HEALTH NETWORK'S PHYSICIAN PRACTICE SUBSIDIARY ORGANIZATION IS LEHIGH VALLEY PHYSICIAN GROUP (LVPG).ADDITIONAL SUBSIDIARY ORGANIZATIONS INCLUDE HAZLETON HEALTH AND WELLNESS CENTER, LEHIGH VALLEY HEALTH NETWORK ACCOUNTABLE CARE ORGANIZATION LLC, LEHIGH VALLEY HEALTH NETWORK EMERGENCY MEDICAL SERVICES, AND LVHN REALTY HOLDING COMPANY, INC.EFFECTIVE JUNE 30, 2025, LEHIGH VALLEY HEALTH NETWORK MERGED OUT-OF-EXISTENCE INTO JEFFERSON HEALTH CORPORATION, A RELATED ORGANIZATION. ALL SUBSIDIARY ORGANIZATIONS DESCRIBED ABOVE ARE NOW SUBSIDIARY ORGANIZATIONS OF JEFFERSON HEALTH CORPORATION, EIN #23-2290323.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses3,367,422
Form 990 (2024)
Form 990 (2024)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. ...
2
 
No
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II.........
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Rev. Proc. 98-19? If "Yes," complete Schedule C, Part III..
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part I.........................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part II....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part III..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IV..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi endowments? If "Yes," complete Schedule D, Part V......
10
 
No
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X, as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10? If "Yes," complete
Schedule D,
Part VI. ...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VII.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIII.......
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IX............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part X
11e
 
No
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part X
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
......................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I. See instructions. ....
17
 
No
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............
18
 
No
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....
21
 
No
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
List of Attached Documents:
// Content
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .................
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part IClick to see attachment
List of Attached Documents:
// Content
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II........................Click to see attachment
List of Attached Documents:
// Content
32
Yes
 
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I............Click to see attachment
List of Attached Documents:
// Content
33
Yes
 
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
List of Attached Documents:
// Content
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
0
b
Enter the number of Forms W-2G included on line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
 
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country:
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources. (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state? .........
Note. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
Page 6
Part VI
Governance, Management, and Disclosure. For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
17
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
14
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? .
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
 
No
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
 
No
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe on Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe on Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
THE ORGANIZATIONPO BOX 4000   ALLENTOWN,PA18105 (484) 224-1876
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See the instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (box 5 of Form W-2, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) of more than $100,000 from the organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) NACHO ABIA......................................................................
TRUSTEE
2.00
.................
2.00
X           0 0 0
(2) KIRSTEN H ANTHONY......................................................................
TRUSTEE
2.00
.................
2.00
X           0 0 0
(3) ANTHONY BARAN......................................................................
TRUSTEE
2.00
.................
2.00
X           0 0 0
(4) CAROLYN BORTZ EDD......................................................................
TRUSTEE
2.00
.................
4.00
X           0 0 0
(5) BETH A BROOKE CPA......................................................................
TRUSTEE
2.00
.................
2.00
X           0 0 0
(6) ANDREW A FORTE PHD......................................................................
TRUSTEE
2.00
.................
4.00
X           0 0 0
(7) ANTONETTE M FRITZ......................................................................
TRUSTEE
2.00
.................
2.00
X           0 0 0
(8) LINDA V GREEN PHD......................................................................
TRUSTEE
2.00
.................
2.00
X           0 0 0
(9) RANJU GUPTA MD......................................................................
TRUSTEE
2.00
.................
60.00
X           0 585,212 29,956
(10) JOEL C HOFFMAN......................................................................
TRUSTEE
2.00
.................
2.00
X           0 0 0
(11) WILLIAM E KIRWAN CPA ESQ......................................................................
VICE CHAIRPERSON/TRUSTEE
2.00
.................
2.00
X   X       0 0 0
(12) MARK J LOBITZ DO......................................................................
TRUSTEE
2.00
.................
4.00
X           0 0 0
(13) JULIE M MACOMB ESQ......................................................................
SECRETARY/SVP, LEGAL & GENERAL COUNSEL
2.00
.................
60.00
    X       0 430,331 41,284
(14) BRIAN A NESTER DO......................................................................
PRESIDENT/TRUSTEE/EVP & CHIEF OPERATING OFFICER
2.00
.................
60.00
X   X       0 5,784,504 22,145
(15) MICHAEL A ROSSI MD MBA......................................................................
TRUSTEE
2.00
.................
60.00
X           0 1,827,546 17,924
(16) MATTHEW SORRENTINO ESQ......................................................................
TRUSTEE
2.00
.................
0.00
X           0 0 0
(17) JOHN D STANLEY ESQ......................................................................
TRUSTEE
2.00
.................
2.00
X           0 0 0
Form 990 (2024)
Form 990 (2024)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ROBERT L THOMAS CPA........................................................................
TREASURER/CHIEF ACCOUNTING OFFICER
2.00
.......................60.00
    X       0 627,180 8,708
(19) W ANDREW WORTHINGTON ESQ........................................................................
CHAIRPERSON/TRUSTEE
2.00
.......................8.00
X   X       0 0 0
(20) ROBERT A BEGLIOMINI PHARMD MBA........................................................................
PRESIDENT, JEFFERSON HEALTH - LEHIGH VALLEY
2.00
.......................60.00
      X     0 989,645 24,336
(21) DAVID B BURMEISTER DO MBA........................................................................
CHIEF PHYSICIAN EXECUTIVE & PRESIDENT, LVPG
2.00
.......................60.00
      X     0 846,856 30,544
(22) EDWARD EASTERLY........................................................................
SVP, HR PLANNING AND CORPORATE HR
2.00
.......................60.00
      X     0 768,643 97,742
(23) TIMOTHY J FRIEL MD........................................................................
REGIONAL CHIEF CLINICAL OFFICER
2.00
.......................60.00
      X     0 772,656 28,206
(24) RICHARD LEVY........................................................................
CHIEF MARKETING OFFICER
2.00
.......................60.00
      X     0 521,447 61,607
(25) JAMES C MILLER CRNA MS MBA........................................................................
CHIEF OPERATING OFFICER
2.00
.......................60.00
      X     0 777,512 90,267
(26) ROBERT X MURPHY JR MD MS........................................................................
ENTERPRISE CHIEF FOR PROVIDER NETWORK DEVELOPMENT
2.00
.......................60.00
      X     0 1,716,158 35,892
(27) AMY H NYBERG........................................................................
PRESIDENT, AMBULATORY SUPPORT SERVICES
2.00
.......................60.00
      X     0 623,118 26,363
(28) BRIDGET O'BRIEN........................................................................
SVP, LEARNING & ORGANIZATION DEVELOPMENT
2.00
.......................60.00
      X     0 314,219 23,540
(29) DANIEL J QUAY MBA........................................................................
VP, BUSINESS DEVELOPMENT
2.00
.......................60.00
      X     0 361,315 25,300
(30) JESSICA SHURE........................................................................
SVP, STRATEGIC IMPLEMENTATION PARTNERS
2.00
.......................60.00
      X     0 477,990 58,618
(31) LIV E VESELY MPH MA........................................................................
CHIEF PHILANTHROPY OFFICER
2.00
.......................60.00
      X     0 991,682 215,554
(32) ANNETTE M WHITE ESQ........................................................................
CHIEF LEGAL OFFICER
2.00
.......................60.00
      X     0 1,997,631 358,222
(33) DEBORAH A BREN DO........................................................................
FORMER TRUSTEE
0.00
.......................0.00
          X 0 392,023 23,402
(34) EDWARD C DOUGHERTY MBA........................................................................
FORMER CHIEF BUSINESS DEVELOPMENT OFFICER
0.00
.......................0.00
          X 0 1,382,788 16,788
(35) KIM JORDAN DNP MHA........................................................................
FORMER CHIEF NURSING OFFICER
0.00
.......................0.00
          X 0 799,963 16,693
(36) BRYAN G KANE MD........................................................................
FORMER TRUSTEE
0.00
.......................0.00
          X 0 391,106 10,891
(37) THOMAS J MARCHOZZI MBA CPA........................................................................
FORMER TREASURER/CHIEF FINANCIAL OFFICER
0.00
.......................0.00
          X 0 2,115,804 18,741
(38) JOHN M PIERRO MBA........................................................................
FORMER CHIEF OPERATING OFFICER
0.00
.......................0.00
          X 0 3,659,203 469,114
(39) MARTIN K TILL........................................................................
FORMER VICE CHAIR/TRUSTEE
0.00
.......................0.00
          X 0 1,635,329 60,568
(40) LYNN K TURNER MBA........................................................................
FORMER CHIEF HUMAN RESOURCES OFFICER
0.00
.......................0.00
          X 0 924,614 0
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 0 31,714,475 1,812,405
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 0
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f  
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f.......  
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f .....  
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... -32,350 -32,350    
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a    
b Less: rental expenses 6b    
c Rental income or (loss) 6c    
d Net rental income or (loss).......        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a    
b Less: cost or other basis and sales expenses 7b   905,310
c Gain or (loss) 7c   -905,310
d Net gain or (loss)......... -905,310 -905,310    
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a JOINT VENTURES REVENUE 900099 12,502,431 12,502,431    
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... 12,502,431
12 Total revenue. See instructions..... 11,564,771 11,564,771 0 0
Form 990 (2024)
Form 990 (2024)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising
expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....    
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ...........        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........        
7 Other salaries and wages........ 452,832 452,832    
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 7,006 7,006    
9 Other employee benefits ....... 9,820 9,820    
10 Payroll taxes ........... 31,865 31,865    
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ...........        
d Lobbying ...........        
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)        
12 Advertising and promotion ....        
13 Office expenses ....... 360 360    
14 Information technology ...... 48 48    
15 Royalties ..        
16 Occupancy ........... 38,609 38,609    
17 Travel ............        
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 17,465 17,465    
20 Interest ...........        
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..        
23 Insurance ... 20,632 20,632    
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a OTHER PURCHASED SERVICE 1,770,475 1,770,475    
b
c
d
e All other expenses 1,018,310 1,018,310    
25 Total functional expenses. Add lines 1 through 24e 3,367,422 3,367,422 0 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........   1 0
2 Savings and temporary cash investments ......... 6,220,067 2 0
3 Pledges and grants receivable, net ......   3 0
4 Accounts receivable, net ............. 947,936 4 0
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6 0
7 Notes and loans receivable, net ...........   7 0
8 Inventories for sale or use ............   8 0
9 Prepaid expenses and deferred charges ......   9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b     10c 0
11 Investments—publicly traded securities .   11 0
12 Investments—other securities. See Part IV, line 11 .....   12 0
13 Investments—program-related. See Part IV, line 11 .. 25,274,975 13 0
14 Intangible assets ............... 7,091,769 14 0
15 Other assets. See Part IV, line 11 ...........   15 0
16 Total assets. Add lines 1 through 15 (must equal line 33)... 39,534,747 16 0
Liabilities 17 Accounts payable and accrued expenses ..... 13,698 17 0
18 Grants payable ...   18  
19 Deferred revenue .........   19  
20 Tax-exempt bond liabilities .........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties ..   23  
24 Unsecured notes and loans payable to unrelated third parties ..   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D 75,043,677 25 0
26 Total liabilities. Add lines 17 through 25.. 75,057,375 26 0
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... -35,522,628 27 0
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... -35,522,628 32 0
33 Total liabilities and net assets/fund balances ........ 39,534,747 33 0
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
11,564,771
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
3,367,422
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
8,197,349
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
-35,522,628
5
Net unrealized gains (losses) on investments ...............
5
 
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
27,325,279
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
0
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII.............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
3a
 
No
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
 
 
Form 990 (2024)
Form 990 (2024)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
LEHIGH VALLEY HEALTH NETWORK
 
Employer identification number

22-2458317
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................7
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
(A) LEHIGH VALLEY HOSPITAL
 
231689692 3 Yes   0 0
(B) LEHIGH VALLEY PHYSICIAN GROUP
 
232700908 3   No 0 0
(C) LEHIGH VALLEY HOSPITAL - HAZLETON
 
232421970 3 Yes   0 0
(D) HAZLETON HEALTH & WELLNESS CENTER
 
232580968 3   No 0 0
(E) LVHN REALTY HOLDING COMPANY
 
232245513 3   No 0 0
(F) LEHIGH VALLEY HOSPITAL - POCONO
 
240795623 3   No 0 0
(G) LEHIGH VALLEY HOSPITAL - SCHUYLKILL
 
231352202 3   No 0 0
Total
7
0 0
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..  
6 Public support. Subtract line 5 from line 4.  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose            
3 Gross receipts from activities that are not an unrelated trade or business under section 513 .....            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge            
6 Total. Add lines 1 through 5            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public support. (Subtract line 7c from line 6.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
No
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
No
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
No
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
No
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
No
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
No
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
No
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
No
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
No
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
No
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
No
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
No
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
No
b
A family member of a person described on 11a above?
11b
 
No
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
No
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
Yes
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
Yes
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have 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? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
No
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
Yes
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
Yes
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2024
(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2025. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
PART IV, SECTION A, LINE 1: LEHIGH VALLEY HEALTH NETWORK IS THE PARENT ORGANIZATION CONTROLLING AND DIRECTING THE ACTIVITIES OF ITS SUBSIDIARIES. LVHN ACCOMPLISHES THIS THROUGH ITS BOARD OF TRUSTEES WHO APPROVES AND DIRECTS ALL SIGNIFICANT FINANCIAL, LEGAL AND ORGANIZATIONAL ISSUES OF LVHN AND ITS SUBSIDIARIES. THE LVHN BOARD OF TRUSTEES APPOINTS THE BOARD MEMBERS OF EACH OF LVHN SUBSIDIARIES. THE SUBSIDIARY BOARDS ARE RESPONSIBLE FOR QUALITY CONTROL AND OTHER OPERATIONAL TYPE ISSUES. EFFECTIVE JUNE 30, 2025, LEHIGH VALLEY HEALTH NETWORK MERGED OUT-OF-EXISTENCE INTO JEFFERSON HEALTH CORPORATION, A RELATED ORGANIZATION, EIN #23-2290323.
PART IV, SECTION E, LINE 3A: LEHIGH VALLEY HEALTH NETWORK IS THE PARENT ORGANIZATION CONTROLLING AND DIRECTING THE ACTIVITIES OF ITS SUBSIDIARIES. LVHN ACCOMPLISHES THIS THROUGH ITS BOARD OF TRUSTEES WHO APPROVES AND DIRECTS ALL SIGNIFICANT FINANCIAL, LEGAL AND ORGANIZATIONAL ISSUES OF LVHN AND ITS SUBSIDIARIES. THE LVHN BOARD OF TRUSTEES APPOINTS THE BOARD MEMBERS OF EACH OF LVHN SUBSIDIARIES. THE SUBSIDIARY BOARDS ARE RESPONSIBLE FOR QUALITY CONTROL AND OTHER OPERATIONAL TYPE ISSUES. EFFECTIVE JUNE 30, 2025, LEHIGH VALLEY HEALTH NETWORK MERGED OUT-OF-EXISTENCE INTO JEFFERSON HEALTH CORPORATION, A RELATED ORGANIZATION, EIN #23-2290323.
PART IV, SECTION E, LINE 3B: LEHIGH VALLEY HEALTH NETWORK IS THE PARENT ORGANIZATION CONTROLLING AND DIRECTING THE ACTIVITIES OF ITS SUBSIDIARIES. LVHN ACCOMPLISHES THIS THROUGH ITS BOARD OF TRUSTEES WHO APPROVES AND DIRECTS ALL SIGNIFICANT FINANCIAL, LEGAL AND ORGANIZATIONAL ISSUES OF LVHN AND ITS SUBSIDIARIES. THE LVHN BOARD OF TRUSTEES APPOINTS THE BOARD MEMBERS OF EACH OF LVHN SUBSIDIARIES. THE SUBSIDIARY BOARDS ARE RESPONSIBLE FOR QUALITY CONTROL AND OTHER OPERATIONAL TYPE ISSUES. EFFECTIVE JUNE 30, 2025, LEHIGH VALLEY HEALTH NETWORK MERGED OUT-OF-EXISTENCE INTO JEFFERSON HEALTH CORPORATION, A RELATED ORGANIZATION, EIN #23-2290323.
PART I, LINE 12G, COLUMN IV: LEHIGH VALLEY HEALTH NETWORK IS THE PARENT ORGANIZATION CONTROLLING AND DIRECTING THE ACTIVITIES OF ITS SUBSIDIARIES. LVHN ACCOMPLISHES THIS THROUGH ITS BOARD OF TRUSTEES WHO APPROVES AND DIRECTS ALL SIGNIFICANT FINANCIAL, LEGAL AND ORGANIZATIONAL ISSUES OF LVHN AND ITS SUBSIDIARIES. THE LVHN BOARD OF TRUSTEES APPOINTS THE BOARD MEMBERS OF EACH OF LVHN SUBSIDIARIES. THE SUBSIDIARY BOARDS ARE RESPONSIBLE FOR QUALITY CONTROL AND OTHER OPERATIONAL TYPE ISSUES. EFFECTIVE JUNE 30, 2025, LEHIGH VALLEY HEALTH NETWORK MERGED OUT-OF-EXISTENCE INTO JEFFERSON HEALTH CORPORATION, A RELATED ORGANIZATION, EIN #23-2290323.
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
LEHIGH VALLEY HEALTH NETWORK
 
Employer identification number

22-2458317
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? .............
4a
Yes
 
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ....................
5a
 
No
b
Any related organization? .......................
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ..................
6a
 
No
b
Any related organization? ......................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1RANJU GUPTA MD
TRUSTEE
(i)

(ii)
0
-------------
516,369
0
-------------
74,550
0
-------------
-5,707
0
-------------
0
0
-------------
29,956
0
-------------
615,168
0
-------------
0
2JULIE M MACOMB ESQ
SECRETARY/SVP, LEGAL & GENERAL COUNS
(i)

(ii)
0
-------------
319,165
0
-------------
113,338
0
-------------
-2,172
0
-------------
0
0
-------------
41,284
0
-------------
471,615
0
-------------
0
3BRIAN A NESTER DO
PRESIDENT/TRUSTEE/EVP & CHIEF OPERAT
(i)

(ii)
0
-------------
2,627,969
0
-------------
2,938,553
0
-------------
217,982
0
-------------
0
0
-------------
22,145
0
-------------
5,806,649
0
-------------
0
4MICHAEL A ROSSI MD MBA
TRUSTEE
(i)

(ii)
0
-------------
1,151,280
0
-------------
441,044
0
-------------
235,222
0
-------------
0
0
-------------
17,924
0
-------------
1,845,470
0
-------------
0
5ROBERT L THOMAS CPA
TREASURER/CHIEF ACCOUNTING OFFICER
(i)

(ii)
0
-------------
449,703
0
-------------
122,890
0
-------------
54,587
0
-------------
0
0
-------------
8,708
0
-------------
635,888
0
-------------
0
6ROBERT A BEGLIOMINI PHARMD MBA
PRESIDENT, JEFFERSON HEALTH - LEHIGH
(i)

(ii)
0
-------------
737,227
0
-------------
164,388
0
-------------
88,030
0
-------------
0
0
-------------
24,336
0
-------------
1,013,981
0
-------------
0
7DAVID B BURMEISTER DO MBA
CHIEF PHYSICIAN EXECUTIVE & PRESIDEN
(i)

(ii)
0
-------------
632,459
0
-------------
175,811
0
-------------
38,586
0
-------------
0
0
-------------
30,544
0
-------------
877,400
0
-------------
0
8EDWARD EASTERLY
SVP, HR PLANNING AND CORPORATE HR
(i)

(ii)
0
-------------
488,900
0
-------------
287,517
0
-------------
-7,774
0
-------------
0
0
-------------
97,742
0
-------------
866,385
0
-------------
0
9TIMOTHY J FRIEL MD
REGIONAL CHIEF CLINICAL OFFICER
(i)

(ii)
0
-------------
597,149
0
-------------
133,551
0
-------------
41,956
0
-------------
0
0
-------------
28,206
0
-------------
800,862
0
-------------
0
10RICHARD LEVY
CHIEF MARKETING OFFICER
(i)

(ii)
0
-------------
412,839
0
-------------
110,864
0
-------------
-2,256
0
-------------
0
0
-------------
61,607
0
-------------
583,054
0
-------------
0
11JAMES C MILLER CRNA MS MBA
CHIEF OPERATING OFFICER
(i)

(ii)
0
-------------
616,787
0
-------------
168,723
0
-------------
-7,998
0
-------------
0
0
-------------
90,267
0
-------------
867,779
0
-------------
0
12ROBERT X MURPHY JR MD MS
ENTERPRISE CHIEF FOR PROVIDER NETWOR
(i)

(ii)
0
-------------
1,041,037
0
-------------
474,338
0
-------------
200,783
0
-------------
0
0
-------------
35,892
0
-------------
1,752,050
0
-------------
0
13AMY H NYBERG
PRESIDENT, AMBULATORY SUPPORT SERVIC
(i)

(ii)
0
-------------
451,120
0
-------------
124,997
0
-------------
47,001
0
-------------
0
0
-------------
26,363
0
-------------
649,481
0
-------------
0
14BRIDGET O'BRIEN
SVP, LEARNING & ORGANIZATION DEVELOP
(i)

(ii)
0
-------------
259,283
0
-------------
59,019
0
-------------
-4,083
0
-------------
0
0
-------------
23,540
0
-------------
337,759
0
-------------
0
15DANIEL J QUAY MBA
VP, BUSINESS DEVELOPMENT
(i)

(ii)
0
-------------
297,346
0
-------------
71,581
0
-------------
-7,612
0
-------------
0
0
-------------
25,300
0
-------------
386,615
0
-------------
0
16JESSICA SHURE
SVP, STRATEGIC IMPLEMENTATION PARTNE
(i)

(ii)
0
-------------
364,231
0
-------------
123,750
0
-------------
-9,991
0
-------------
0
0
-------------
58,618
0
-------------
536,608
0
-------------
0
17LIV E VESELY MPH MA
CHIEF PHILANTHROPY OFFICER
(i)

(ii)
0
-------------
540,790
0
-------------
149,485
0
-------------
301,407
0
-------------
0
0
-------------
215,554
0
-------------
1,207,236
0
-------------
0
18ANNETTE M WHITE ESQ
CHIEF LEGAL OFFICER
(i)

(ii)
0
-------------
997,009
0
-------------
468,473
0
-------------
532,149
0
-------------
0
0
-------------
358,222
0
-------------
2,355,853
0
-------------
0
19DEBORAH A BREN DO
FORMER TRUSTEE
(i)

(ii)
0
-------------
318,027
0
-------------
76,016
0
-------------
-2,020
0
-------------
0
0
-------------
23,402
0
-------------
415,425
0
-------------
0
20EDWARD C DOUGHERTY MBA
FORMER CHIEF BUSINESS DEVELOPMENT OF
(i)

(ii)
0
-------------
919,329
0
-------------
310,794
0
-------------
152,665
0
-------------
0
0
-------------
16,788
0
-------------
1,399,576
0
-------------
0
21KIM JORDAN DNP MHA
FORMER CHIEF NURSING OFFICER
(i)

(ii)
0
-------------
569,449
0
-------------
163,379
0
-------------
67,135
0
-------------
0
0
-------------
16,693
0
-------------
816,656
0
-------------
0
22BRYAN G KANE MD
FORMER TRUSTEE
(i)

(ii)
0
-------------
362,308
0
-------------
26,788
0
-------------
2,010
0
-------------
0
0
-------------
10,891
0
-------------
401,997
0
-------------
0
23THOMAS J MARCHOZZI MBA CPA
FORMER TREASURER/CHIEF FINANCIAL OFF
(i)

(ii)
0
-------------
1,314,768
0
-------------
591,949
0
-------------
209,087
0
-------------
0
0
-------------
18,741
0
-------------
2,134,545
0
-------------
0
24JOHN M PIERRO MBA
FORMER CHIEF OPERATING OFFICER
(i)

(ii)
0
-------------
508,228
0
-------------
0
0
-------------
3,150,975
0
-------------
0
0
-------------
469,114
0
-------------
4,128,317
0
-------------
0
25MARTIN K TILL
FORMER VICE CHAIR/TRUSTEE
(i)

(ii)
0
-------------
896,317
0
-------------
40,688
0
-------------
698,324
0
-------------
0
0
-------------
60,568
0
-------------
1,695,897
0
-------------
0
26LYNN K TURNER MBA
FORMER CHIEF HUMAN RESOURCES OFFICER
(i)

(ii)
0
-------------
132,858
0
-------------
4,758
0
-------------
786,998
0
-------------
0
0
-------------
0
0
-------------
924,614
0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINES 4A-B THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF LEHIGH VALLEY HOSPITAL, A RELATED ORGANIZATION, IN CALENDAR YEAR 2024: ROBERT A. BEGLIOMINI, PHARMD, MBA, PRESIDENT, JEFFERSON HEALTH - LEHIGH VALLEY - $90,162 EDWARD C. DOUGHERTY, MBA, FORMER CHIEF BUSINESS DEVELOPMENT OFFICER - $136,848 KIM JORDAN, DNP, MHA, FORMER CHIEF NURSING OFFICER - $63,341 THOMAS J. MARCHOZZI, MBA, CPA, FORMER TREASURER/CHIEF FINANCIAL OFFICER - $208,661 BRIAN A. NESTER, DO, PRESIDENT/TRUSTEE/EVP & CHIEF OPERATING OFFICER - $206,356 AMY H. NYBERG, PRESIDENT, AMBULATORY SUPPORT SERVICES - $54,924 JOHN M. PIERRO, MBA, FORMER CHIEF OPERATING OFFICER - $598,067 MICHAEL A. ROSSI, MD, MBA, TRUSTEE - $214,427 ROBERT L. THOMAS, CPA, TREASURER - $55,049 LYNN K. TURNER, MBA, FORMER CHIEF HUMAN RESOURCES OFFICER - $1,620 LIV E. VESELY, MPH, MA, CHIEF PHILANTHROPY OFFICER - $305,906 ANNETTE M. WHITE, ESQ., CHIEF LEGAL OFFICER - $532,487 THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF LEHIGH VALLEY PHYSICIAN GROUP, A RELATED ORGANIZATION, IN CALENDAR YEAR 2024: DAVID B. BURMEISTER, DO, MBA, CHIEF PHYSICIAN EXECUTIVE & PRESIDENT, LVPG - $48,550 TIMOTHY J. FRIEL, MD, REGIONAL CHIEF CLINICAL OFFICER - $45,296 ROBERT X. MURPHY, JR., MD, MS, ENTERPRISE CHIEF FOR PROVIDER NETWORK DEVELOPMENT - $195,347 THE FOLLOWING INDIVIDUAL PARTICIPATED IN THE 457(F) SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN OF HEALTH NETWORK LABORATORIES LLC, A RELATED ORGANIZATION, IN CALENDAR YEAR 2024: MARTIN K. TILL, FORMER VICE CHAIRPERSON/TRUSTEE - $499,256 THE FOLLOWING INDIVIDUALS RECEIVED A SEVERANCE PAYMENT FROM LEHIGH VALLEY HOSPITAL, A RELATED ORGANIZATION, IN CALENDAR YEAR 2024: JOHN M. PIERRO, MBA, FORMER CHIEF OPERATING OFFICER - $2,557,614 LYNN K. TURNER, MBA, FORMER CHIEF HUMAN RESOURCES OFFICER - $772,112
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


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SCHEDULE N
(Form 990)

Department of the Treasury
Internal Revenue Service
Liquidation, Termination, Dissolution, or Significant Disposition of Assets
Right arrow Complete if the organization answered "Yes" on Form 990, Part IV, lines 31 or 32; or Form 990-EZ, line 36.
Right arrow Attach certified copies of any articles of dissolution, resolutions, or plans.
Right arrow Attach to Form 990 or 990-EZ.
Right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
LEHIGH VALLEY HEALTH NETWORK
 
Employer identification number
22-2458317
Part I
Liquidation, Termination, or Dissolution. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 31, or Form 990-EZ, line 36. Part I can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid
(b) Date of
distribution
(c) Fair market value of
asset(s) distributed or
amount of transaction
expenses
(d) Method of
determining FMV for
asset(s) distributed or
transaction expenses
(e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? ...........................
 
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
 
 
c
Become a direct or indirect owner of a successor or transferee organization? .........................
 
 
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's liquidation, termination, or dissolution? ........
 
 
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. Right arrow
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50087Z
Schedule N (Form 990) (2024)

Schedule N (Form 990) (2024)
Page 2
Part I
Liquidation, Termination, or Dissolution (continued)
Note. If the organization distributed all of its assets during the tax year, then Form 990, Part X, column (B), line 16 (Total assets), and line 26 (Total liabilities), should equal -0-.
Yes
No
3
Did the organization distribute its assets in accordance with its governing instrument(s)? If "No," describe in Part III ...............
3
 
 
4a
Is the organization required to notify the attorney general or other appropriate state official of its intent to dissolve, liquidate, or terminate? .........
4a
 
 
b
If "Yes," did the organization provide such notice? ................................
4b
 
 
5
Did the organization discharge or pay all of its liabilities in accordance with state laws? .......................
5
 
 
6a
Did the organization have any tax-exempt bonds outstanding during the year? .........................
6a
 
 
b
If "Yes" on line 6a, did the organization discharge or defease all of its tax-exempt bond liabilities during the tax year in accordance with the Internal Revenue Code and state laws?
6b
 
 
c
If "Yes" on line 6b, describe in Part III how the organization defeased or otherwise settled these liabilities. If "No" on line 6b, explain in Part III.

Part II
Sale, Exchange, Disposition, or Other Transfer of More Than 25% of the Organization's Assets. Complete this part if the organization answered "Yes" on Form 990, Part IV, line 32, or Form 990-EZ, line 36. Part II can be duplicated if additional space is needed.
1(a) Description of asset(s)
distributed or transaction
expenses paid
(b) Date of
distribution
(c) Fair market value of
asset(s) distributed or
amount of transaction
expenses
(d) Method of
determining FMV for
asset(s) distributed or
transaction expenses
(e) EIN of recipient (f) Name and address of recipient (g) IRC section
of recipient(s) (if
tax-exempt) or type
of entity
VARIOUS BALANCE SHEET ITEMS 06-30-2025 0 N/A 23-2290323 JEFFERSON HEALTH CORPORATION
 
1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
501(C)(3)
Yes
No
2
Did or will any officer, director, trustee, or key employee of the organization:
a
Become a director or trustee of a successor or transferee organization? ...........................
Yes
 
b
Become an employee of, or independent contractor for, a successor or transferee organization? .....................
Yes
 
c
Become a direct or indirect owner of a successor or transferee organization? .........................
 
No
d
Receive, or become entitled to, compensation or other similar payments as a result of the organization's significant disposition of assets? ..........
 
No
e
If the organization answered "Yes" to any of the questions on lines 2a through 2d, provide the name of the person involved and explain in Part III. Right arrow
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50087Z
Schedule N (Form 990) (2024)

Schedule N (Form 990) (2024)
Page 3
Part III
Supplemental Information. Provide the information required by Part I, lines 2e and 6c, and Part II, line 2e. Also complete this part to provide any additional information.
Return Reference Explanation
PART II, LINE 2E: EXPLANATION OF INVOLVEMENT: SELECT OFFICERS AND TRUSTEES OF LEHIGH VALLEY HEALTH NETWORK ARE EMPLOYEES OF LEHIGH VALLEY HOSPITAL, HEALTH NETWORK LABORATORIES LLC, OR LEHIGH VALLEY PHYSICIAN GROUP, ALL RELATED ORGANIZATIONS TO JEFFERSON HEALTH CORPORATION (EIN #23-2290323). THESE OFFICERS AND TRUSTEES HAVE REMAINED EMPLOYEES OF THE AFOREMENTIONED RELATED ORGANIZATIONS POST-MERGER, OR HAVE BECOME EMPLOYEES OF OTHER RELATED ORGANIZATIONS OF JEFFERSON HEALTH CORPORATION.
Schedule N (Form 990) (2024)



Additional Data


Software ID:  
Software Version:  


SCHEDULE O
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
LEHIGH VALLEY HEALTH NETWORK
 
Employer identification number

22-2458317
Return Reference Explanation
FORM 990, PART VI, SECTION B, LINE 11B THE PROCESS TO REVIEW THE FORM 990'S INCLUDES: DRAFT 1 OF THE RETURNS IS REVIEWED IN DETAIL WITH A FOCUS ON ACCURACY, COMPLETENESS, AND PERSPECTIVE BY THE ADMINISTRATOR, TAX. DRAFT 2 OF THE RETURNS IS REVIEWED BY EXTERNAL CONSULTANTS. DRAFT 3 OF THE RETURNS IS REVIEWED TOGETHER WITH THE ADMINISTRATOR, TAX AND THE SVP & CHIEF ACCOUNTING OFFICER. FINAL RETURNS ARE PROVIDED TO THE FULL BOARD PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12C IN JANUARY 2016, LVHN IMPLEMENTED AN ELECTRONIC TOOL DESIGNED TO SEND NOTIFICATIONS AND TRACK DISCLOSURES REPORTED ON CONFLICT OF INTEREST QUESTIONNAIRES. THE NETWORK ALSO EXPANDED THE SCOPE OF THE CONFLICT OF INTEREST OR COMMITMENT POLICY, SUCH THAT ADDITIONAL COLLEAGUES ARE NOW REQUIRED TO COMPLETE A QUESTIONNAIRE EACH YEAR. PRIOR TO JANUARY, THE VICE PRESIDENT, INTERNAL AUDIT, AND COMPLIANCE SERVICES ISSUED A NOTICE TO BOARD MEMBERS AND MEMBERS OF THE SENIOR MANAGEMENT COUNCIL WHEN IT WAS TIME FOR THEM TO SUBMIT THEIR CONFLICT OF INTEREST QUESTIONNAIRES. THE VP ALSO INSTRUCTED MEMBERS OF THE SENIOR MANAGEMENT COUNCIL TO IDENTIFY AND REQUEST COMPLETED CONFLICT OF INTEREST QUESTIONNAIRES FROM INDIVIDUALS WHO HAD POTENTIAL CONFLICTS OF INTEREST AND TO PROVIDE THE IDENTITY OF THOSE INDIVIDUALS. COMPLIANCE SERVICES TRACKED COMPLETION OF THE QUESTIONNAIRES. ALL PHYSICIANS ON LVHN'S MEDICAL STAFF ARE ALSO REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. MEDICAL STAFF SERVICES MONITORS THIS PROCESS TO ENSURE THAT ALL PHYSICIANS COMPLY. POTENTIAL CONFLICTS ARE MANAGED BY THE LVHN CONFLICT OF INTEREST COMMITTEE AND/OR BY THE BOARD OF TRUSTEES, DEPENDING ON WHOSE INTEREST(S) POSE THE CONFLICT AND THE NATURE OF THE CONFLICT.
FORM 990, PART VI, SECTION B, LINE 15 EFFECTIVE AUGUST 1, 2024, THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO THE SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
FORM 990, PART VI, SECTION C, LINE 18 ANOTHER WEBSITE - GUIDESTAR. UPON REQUEST - HARD COPIES WITH SENIOR MANAGEMENT AND MARKETING DEPARTMENT.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS ANNUAL REPORT TO THE COMMUNITY. THE ANNUAL REPORT IS DISTRIBUTED TO ALL ATTENDEES AT THE ORGANIZATION'S ANNUAL PUBLIC MEETING. THE ANNUAL REPORT IS AVAILABLE ON THE ORGANIZATION'S WEBSITE - WWW.LVHN.ORG. IN ADDITION, IT IS DISTRIBUTED VIA MAIL TO MEMBERS OF THE COMMUNITY. THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE NOT MADE AVAILABLE TO THE PUBLIC.
FORM 990, PART VII, SECTION A: THE COMPENSATION REPORTED FOR INDIVIDUALS ON THIS FORM 990 REFLECTS RENUMERATION FOR THEIR DUTIES AS EMPLOYEES OF THE ORGANIZATION AND/OR RELATED ORGANIZATIONS. THESE EMPLOYEES DO NOT RECEIVE COMPENSATION PERTAINING TO THEIR ROLES AS TRUSTEES AND/OR OFFICERS.
FORM 990, PART XI, LINE 9: TRANSFERS TO AFFILIATES 27,325,279.
FORM 990, PART XII, LINE 2C THE AUDIT COMMITTEE OF THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR.
FORM 990, PART VII, LINE 1A HOURS WORKED BY THESE INDIVIDUALS REFLECT THE COMBINED HOURS SPENT AS A BOARD OFFICER AND AN EMPLOYEE OF THE ORGANIZATION. ALL COMPENSATION, BENEFITS, ETC. REPORTED ARE FOR WORK AS A MEMBER OF SENIOR MANAGEMENT OF THE ORGANIZATION. THE REMAINDER OF THE OFFICERS, TRUSTEES, LISTED ABOVE ARE VOLUNTEERS AND RECEIVE NO COMPENSATION.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
LEHIGH VALLEY HEALTH NETWORK
 
Employer identification number

22-2458317
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity

(1) LEHIGH VALLEY HEALTH NETWORK ACCOUNTABLE CARE ORG (FINAL 06-30-2025)
1200 S CEDAR CREST BLVD
ALLENTOWN,PA181036202
30-0830409
ACCOUNTABLE CARE ORGANIZATION PA 0 0 LEHIGH VALLEY HEALTH NETWORK
 










Part II
Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)ABINGTON HEALTH FOUNDATION
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2188052
FUNDRAISING PA 501(C)(3) LINE 7 JEFFERSON HEALTH CORPORATION
 
 
No
(2)ABINGTON MEMORIAL HOSPITAL
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-1352152
HEALTH SERVICES PA 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(3)ALBERT EINSTEIN MEDICAL CENTER
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-1396794
HEALTH SERVICES PA 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(4)ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
46-0779942
HEALTH SERVICES PA 501(C)(3) LINE 10 JEFFERSON MEDICAL GROUP
 
 
No
(5)ARIA HEALTH PHYSICIAN SERVICES
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2691968
HEALTH SERVICES PA 501(C)(3) LINE 3 JEFFERSON MEDICAL GROUP
 
 
No
(6)BCCT OVER CORP (FINAL 06-30-2025)
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-1352200
HEALTH SERVICES PA 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(7)EINSTEIN COMMUNITY HEALTH ASSOCIATES INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2760086
HEALTH SERVICES PA 501(C)(3) LINE 12A, I JEFFERSON HEALTH CORPORATION
 
 
No
(8)EINSTEIN MEDICAL CENTER MONTGOMERY
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
20-4193243
HEALTH SERVICES PA 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(9)EINSTEIN PRACTICE PLAN INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2664784
HEALTH SERVICES PA 501(C)(3) LINE 12A, I JEFFERSON HEALTH CORPORATION
 
 
No
(10)EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2622004
HEALTH SERVICES PA 501(C)(3) LINE 10 JEFFEX INC
 
 
No
(11)FAMILY CARE CENTERS INC (FINAL 12-31-2024)
PO BOX 4000

ALLENTOWN,PA181054000
23-2349341
HEALTH SERVICES PA 501(C)(3) LINE 3 LEHIGH VALLEY PHYSICIAN GROUP
 
 
No
(12)FORNANCE PHYSICIAN SERVICES INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2275991
HEALTH SERVICES PA 501(C)(3) LINE 12A, I JEFFERSON HEALTH CORPORATION
 
 
No
(13)GHMC MANAGEMENT INC (FINAL 06-30-2025)
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2225809
MANAGEMENT PA 501(C)(3) LINE 12A, I ALBERT EINSTEIN MEDICAL CENTER
 
 
No
(14)HAZLETON HEALTH & WELLNESS CENTER
PO BOX 4000

ALLENTOWN,PA181054000
23-2580968
HEALTH SERVICES PA 501(C)(3) LINE 12B, II LEHIGH VALLEY HEALTH NETWORK
 
 
No
(15)HAZLETON PROFESSIONAL SERVICES (FINAL 12-31-2024)
PO BOX 4000

ALLENTOWN,PA181054000
20-5880364
HEALTH SERVICES PA 501(C)(3) LINE 3 LEHIGH VALLEY PHYSICIAN GROUP
 
 
No
(16)HEALTH PARTNERS FOUNDATION
901 MARKET STREET STE 500

PHILADELPHIA,PA191073144
31-1674587
FUNDRAISING PA 501(C)(3) LINE 12A, I HEALTH PARTNERS PLANS INC
 
 
No
(17)HEALTH PARTNERS PLANS INC
901 MARKET STREET STE 500

PHILADELPHIA,PA191073144
23-2379751
INSURANCE PA 501(C)(4)   JEFFERSON HEALTH - NORTHEAST
 
 
No
(18)JEFFERSON CLUB AKA JEFFERSON FACULTY CLUB (FINAL 06-30-2025)
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2167488
HEALTH SERVICES PA 501(C)(3) LINE 12A, I THOMAS JEFFERSON UNIVERSITY
 
 
No
(19)JEFFERSON HEALTH - NORTHEAST
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-0596940
HEALTH SERVICES PA 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(20)JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-7318683
FUNDRAISING PA 501(C)(3) LINE 12A, I JEFFERSON HEALTH - NORTHEAST
 
 
No
(21)JEFFERSON HEALTH CORPORATION
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2290323
MANAGEMENT PA 501(C)(3) LINE 12A, I THOMAS JEFFERSON UNIVERSITY
 
 
No
(22)JEFFERSON MEDICAL CARE PC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2858320
HEALTH SERVICES PA 501(C)(3) LINE 12A, I JEFFERSON MEDICAL GROUP
 
 
No
(23)JEFFERSON MEDICAL GROUP
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-3026939
HEALTH SERVICES PA 501(C)(3) LINE 12A, I JEFFERSON HEALTH CORPORATION
 
 
No
(24)JEFFERSON UNIVERSITY PHYSICIANS
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2809585
HEALTH SERVICES PA 501(C)(3) LINE 12A, I JEFFERSON MEDICAL GROUP
 
 
No
(25)JEFFERSON UNIVERSITY PHYSICIANS OF NEW JERSEY - KIDNEY TRANSPLANT SPECIALIS
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
88-2234070
INACTIVE NJ 501(C)(3) LINE 12A, I JEFFERSON MEDICAL GROUP
 
 
No
(26)JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
46-4855345
HEALTH SERVICES NJ 501(C)(3) LINE 12A, I JEFFERSON MEDICAL GROUP
 
 
No
(27)JEFFEX INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2622009
HEALTH SERVICES PA 501(C)(3) LINE 12A, I THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
 
 
No
(28)KENNEDY HEALTH CARE FOUNDATION INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
80-0550282
FUNDRAISING NJ 501(C)(3) LINE 7 KENNEDY UNIVERSITY HOSPITAL INC
 
 
No
(29)KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
22-2442032
INACTIVE NJ 501(C)(3) LINE 12A, I JEFFERSON HEALTH CORPORATION
 
 
No
(30)KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
46-1420853
HEALTH SERVICES NJ 501(C)(3) LINE 10 JEFFERSON MEDICAL GROUP
 
 
No
(31)KENNEDY PROPERTY CORPORATION
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
22-2442034
REAL ESTATE NJ 501(C)(3) LINE 12A, I KENNEDY UNIVERSITY HOSPITAL INC
 
 
No
(32)KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
22-1773439
HEALTH SERVICES NJ 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(33)LANSDALE HOSPITAL
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
26-3359979
HEALTH SERVICES PA 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(34)LEHIGH VALLEY HEALTH NETWORK EMERGENCY MEDICAL SERVICES
PO BOX 4000

ALLENTOWN,PA181054000
23-2532377
HEALTH SERVICES PA 501(C)(3) LINE 10 LEHIGH VALLEY HEALTH NETWORK
 
 
No
(35)LEHIGH VALLEY HOSPITAL
PO BOX 4000

ALLENTOWN,PA181054000
23-1689692
HEALTH SERVICES PA 501(C)(3) LINE 3 LEHIGH VALLEY HEALTH NETWORK
 
 
No
(36)LEHIGH VALLEY HOSPITAL - HAZLETON
PO BOX 4000

ALLENTOWN,PA181054000
23-2421970
HEALTH SERVICES PA 501(C)(3) LINE 3 LEHIGH VALLEY HEALTH NETWORK
 
 
No
(37)LEHIGH VALLEY HOSPITAL - POCONO
PO BOX 4000

ALLENTOWN,PA181054000
24-0795623
HEALTH SERVICES PA 501(C)(3) LINE 3 LEHIGH VALLEY HEALTH NETWORK
 
 
No
(38)LEHIGH VALLEY HOSPITAL - SCHUYLKILL
PO BOX 4000

ALLENTOWN,PA181054000
23-1352202
HEALTH SERVICES PA 501(C)(3) LINE 3 LEHIGH VALLEY HEALTH NETWORK
 
 
No
(39)LEHIGH VALLEY PHYSICIAN GROUP
PO BOX 4000

ALLENTOWN,PA181054000
23-2700908
HEALTH SERVICES PA 501(C)(3) LINE 3 LEHIGH VALLEY HEALTH NETWORK
 
 
No
(40)LEONARD PARKER POOL INSTITUTE FOR HEALTH
PO BOX 4000

ALLENTOWN,PA181054000
85-1211082
FUNDRAISING PA 501(C)(3) LINE 3 LEHIGH VALLEY HOSPITAL
 
 
No
(41)LVHN REALTY HOLDING COMPANY
PO BOX 4000

ALLENTOWN,PA181054000
23-2245513
REAL ESTATE PA 501(C)(3) LINE 12C, III-FI LEHIGH VALLEY HEALTH NETWORK
 
 
No
(42)METHODIST ASSOCIATES IN HEALTHCARE OF NJ PC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
22-3537847
HEALTH SERVICES NJ 501(C)(3) LINE 12A, I JEFFERSON MEDICAL GROUP
 
 
No
(43)METHODIST ASSOCIATES IN HEALTHCARE INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2678055
HEALTH SERVICES PA 501(C)(3) LINE 12A, I JEFFERSON MEDICAL GROUP
 
 
No
(44)MONTGOMERY HEALTH FOUNDATION
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
22-2456265
INACTIVE PA 501(C)(3) LINE 12A, I EINSTEIN MEDICAL CENTER MONTGOMERY
 
 
No
(45)MONTGOMERY HOSPITAL CORPORATION
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-1352193
INACTIVE PA 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(46)MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2351775
HEALTH SERVICES PA 501(C)(3) LINE 12A, I EINSTEIN MEDICAL CENTER MONTGOMERY
 
 
No
(47)PHILADELPHIA UNIVERSITY
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-1352294
EDUCATION PA 501(C)(3) LINE 2 THOMAS JEFFERSON UNIVERSITY
 
 
No
(48)POCONO HEALTH FOUNDATION
PO BOX 4000

ALLENTOWN,PA181054000
23-2516451
FUNDRAISING PA 501(C)(3) LINE 12A, I LEHIGH VALLEY HOSPITAL - POCONO
 
 
No
(49)POCONO HEALTH SYSTEM MEDICAL PROFESSIONAL LIABILITY SELF-INSURANCE TRUST
PO BOX 4000

ALLENTOWN,PA181054000
20-6560453
INSURANCE PA 501(C)(3) LINE 12A, I LEHIGH VALLEY HOSPITAL - POCONO
 
 
No
(50)POCONO VNA-HOSPICE (FINAL 12-31-2024)
PO BOX 4000

ALLENTOWN,PA181054000
23-2535297
HEALTH SERVICES PA 501(C)(3) LINE 10 LEHIGH VALLEY HOSPITAL - POCONO
 
 
No
(51)SCHUYLKILL HEALTH SYSTEM MEDICAL GROUP INC (FINAL 12-31-2024)
PO BOX 4000

ALLENTOWN,PA181054000
23-2866006
HEALTH SERVICES PA 501(C)(3) LINE 10 LEHIGH VALLEY PHYSICIAN GROUP
 
 
No
(52)STAT MEDICAL TRANSPORT INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
22-2443981
INACTIVE NJ 501(C)(3) LINE 10 JEFFERSON HEALTH CORPORATION
 
 
No
(53)SUTHBREIT PROPERTIES LTD
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2214351
REAL ESTATE PA 501(C)(2)   JEFFEX INC
 
 
No
(54)THE MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-1476328
HEALTH SERVICES PA 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(55)THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-1352651
EDUCATION PA 501(C)(3) LINE 2 N/A
 
No
(56)THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2829095
HEALTH SERVICES PA 501(C)(3) LINE 3 JEFFERSON HEALTH CORPORATION
 
 
No
(57)WALNUT HOME THERAPEUTICS INC
1101 MARKET STREET STE 2004

PHILADELPHIA,PA191072934
23-2622006
HEALTH SERVICES PA 501(C)(3) LINE 10 JEFFEX INC
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) 1100 WALNUT ASSOCIATES LLP

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2332396
MEDICAL OFFICE PA N/A
        No     No  
(2) CHERRY HILL SURGERY CENTER LLC

11221 ROE AVENUE
LEAWOOD,KS662111922
47-2462625
SURGERY CENTER NJ N/A
        No     No  
(3) CHP-LVHN JV LLC

1509 BANKS STREET
HOUSTON,TX770066019
86-3918453
HOSPITAL OPERATIONS DE LEHIGH VALLEY HEALTH NETWORK
 
RELATED       No     No 51.000 %
(4) EASTERN PENNSYLVANIA ENDOSCOPY CENTER LLC

1501 N CEDAR CREST BLVD STE 100
ALLENTOWN,PA181042309
84-2257961
ENDOSCOPY SERVICES PA LEHIGH VALLEY HEALTH NETWORK
 
RELATED 2,311,640 4,823,874   No     No 51.000 %
(5) FAIRGROUNDS MEDICAL CENTER

400 N 17TH STREET STE 102
ALLENTOWN,PA181045052
23-2530427
REAL ESTATE RENTALS PA N/A
        No     No  
(6) HAZLETON SURGERY CENTER LLC

17480 DALLAS PARKWAY STE 210
DALLAS,TX752877304
20-1232531
SURGICAL SERVICES PA N/A
        No     No  
(7) JEFF UNIVERSITY RADIOLOGY ASSOCIATES LLC

840 CRESCENT CENTRE DRIVE
FRANKLIN,TN370674626
41-2043518
HEALTH SERVICES PA N/A
        No     No  
(8) JEFFERSON-SOLIS MAMMOGRAPHY SERVICES LLC

11601 DALLAS PKWY STE 300
ADDISON,TX750016012
82-4363232
HEALTH SERVICES DE N/A
        No     No  
(9) JEFFHEDGE LLC

1301 2ND AVENUE
SEATTLE,WA981013800
45-3214379
INVESTMENTS DE N/A
        No     No  
(10) JUNIATA MEDICAL BUILDING PARTNERS

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2450132
MEDICAL OFFICE BUILDING PA N/A
        No     No  
(11) LEHIGH VALLEY IMAGING LLC

1247 S CEDAR CREST BLVD STE 105
ALLENTOWN,PA181036202
46-4551937
IMAGING SERVICES PA N/A
        No     No  
(12) LVHN RECIPROCAL RISK RETENTION GROUP (FINAL 06-30-2025)

151 MEETING STREET STE 301
CHARLESTON,SC294012238
20-0037118
INSURANCE SERVICES PA LEHIGH VALLEY HEALTH NETWORK
 
RELATED       No     No 10.000 %
(13) MLJH LLC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
82-1445171
INVESTMENTS PA N/A
        No     No  
(14) MONROE ENDOSCOPY CENTER LLC

1501 N CEDAR CREST BLVD STE 100
ALLENTOWN,PA181042309
88-4118030
ENDOSCOPY SERVICES PA LEHIGH VALLEY HEALTH NETWORK
 
RELATED   1,170,704   No     No 51.000 %
(15) NAZARETH ENDOSCOPY CENTER LLC

1501 N CEDAR CREST BLVD STE 110
ALLENTOWN,PA181042309
82-4072967
ENDOSCOPY SERVICES PA LEHIGH VALLEY HEALTH NETWORK
 
RELATED 1,078,340 725,390   No     No 51.000 %
(16) PGC ENDOSCOPY CENTER FOR EXCELLENCE LLC

700 COTTMAN AVE STE 202
PHILADELPHIA,PA191113062
47-2638657
MEDICAL SERVICES PA N/A
        No     No  
(17) POCONO AMBULATORY SURGERY CENTER LTD

1 STORM STREET
STROUDSBURG,PA183602406
23-2611442
SURGICAL SERVICES PA N/A
        No     No  
(18) POCONO HEALTH SYSTEM INVESTMENT COLLABORATIVE LP

PO BOX 4000
ALLENTOWN,PA181054000
47-2125419
INVESTMENTS PA N/A
        No     No  
(19) RIVERVIEW SURGERY CENTER AT THE NAVY YARD GENERAL PARTNER LLC

3 CRESCENT DRIVE
PHILADELPHIA,PA191121016
26-3911509
HEALTH SERVICES PA N/A
        No     No  
(20) RIVERVIEW SURGERY CENTER AT THE NAVY YARD LP

3 CRESCENT DRIVE
PHILADELPHIA,PA191121016
26-3910345
SURGERY CENTER PA N/A
        No     No  
(21) ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL LLC

11221 ROE AVENUE
LEAWOOD,KS662111922
27-0260289
HEALTH SERVICES PA N/A
        No     No  
(22) SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP

PO BOX 4000
ALLENTOWN,PA181054000
23-2514813
REAL ESTATE RENTALS PA N/A
        No     No  
(23) TMB ENTERPRISES PARTNERSHIP

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2400586
MEDICAL OFFICE BUILDING PA N/A
        No     No  
(24) UHS-LVHN JV LLC

367 S GULPH ROAD
KING OF PRUSSIA,PA194063121
87-1641782
HOSPITAL OPERATIONS PA N/A
        No     No  
Part IV
Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) 925 WALNUT CORP

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
84-1657497
REAL ESTATE PA N/A
S         No
(2) ATRIUM CORPORATION

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2075587
HEALTH SERVICES PA N/A
C         No
(3) BILDEX CORP

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-1718600
REAL ESTATE PA N/A
C         No
(4) CARBON SCHUYLKILL ENDOSCOPY CENTER INC

400 S NINTH STREET
LEHIGHTON,PA182351812
73-1662391
HEALTH SERVICES PA N/A
S         No
(5) CMMC INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2256479
REAL ESTATE PA N/A
C         No
(6) EINSTEIN HEALTHCARE SYSTEMS INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2314938
INACTIVE PA N/A
C         No
(7) HEALTH CARE INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
20-0214524
HEALTH SERVICES PA N/A
C         No
(8) HEALTHMARK INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2259593
INACTIVE PA N/A
C         No
(9) JEFFCARE INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2830152
HEALTH SERVICES PA N/A
C         No
(10) JEFFERSON HEALTH NEW JERSEY DIRECT PRIMARY CARE PC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
84-1980055
HEALTH SERVICES NJ N/A
C         No
(11) JEFFERSON PHYSICIAN SERVICES OF CALIFORNIA PC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
37-1856786
INACTIVE CA N/A
C         No
(12) KENNEDY ACCESS INCORPORATED

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
47-2661672
INVESTMENTS NJ N/A
C         No
(13) KENNEDY MANAGEMENT GROUP INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
22-3347294
INACTIVE NJ N/A
C         No
(14) LEHIGH VALLEY HEALTH SERVICES INC

PO BOX 4000
ALLENTOWN,PA181054000
23-2263665
HEALTH CARE RELATED SERVICES PA LEHIGH VALLEY HEALTH NETWORK
 
C   63,593,200 100.000 %   No
(15) LEHIGH VALLEY PHYSICIAN HOSPITAL ORGANIZATION INC

1605 N CEDAR CREST BLVD STE 411
ALLENTOWN,PA181042323
23-2750430
HEALTH SERVICES PA N/A
C         No
(16) MID-ATLANTIC MATERNAL FETAL INSTITUTE INC (FINAL 06-30-2025)

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2922471
INACTIVE PA N/A
C         No
(17) MID-ATLANTIC MATERNAL FETAL INSTITUTE PC (FINAL 06-30-2025)

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
22-3536371
INACTIVE NJ N/A
C         No
(18) NETWORK PHYSICIANS OF NEW JERSEY PC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2833578
HEALTH SERVICES NJ N/A
C         No
(19) PARTNERS INSURANCE COMPANY OF NEW JERSEY INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
99-0925330
INSURANCE NJ N/A
C         No
(20) PARTNERS INSURANCE COMPANY INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
88-3557817
INSURANCE PA N/A
C         No
(21) POPULYTICS INC

PO BOX 4000
ALLENTOWN,PA181054000
23-2539282
HEALTH SERVICES PA N/A
C         No
(22) REHAB VENTURES INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2619394
INACTIVE PA N/A
C         No
(23) SCHUYLKILL MEDICAL PLAZA INC

PO BOX 4000
ALLENTOWN,PA181054000
23-2931821
CONDOMINIUM ASSOCIATION PA N/A
C         No
(24) SPECTRUM HEALTH VENTURES INC

PO BOX 4000
ALLENTOWN,PA181054000
23-2391479
HEALTH SERVICES PA N/A
C         No
(25) SYSTEM SERVICE CORPORATION

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2218944
HOLDING COMPANY DE N/A
C         No
(26) TF DEVELOPMENT LTD

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2197865
REAL ESTATE PA N/A
C         No
(27) TJU INC

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2146678
REAL ESTATE PA N/A
C         No
(28) WALNUT REALTY COMPANY

1101 MARKET STREET STE 2004
PHILADELPHIA,PA191072934
23-2332416
REAL ESTATE PA N/A
C         No
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
 
No
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
d Loans or loan guarantees to or for related organization(s) ............................
1d
Yes
 
e Loans or loan guarantees by related organization(s) ............................
1e
Yes
 
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


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