2022-11-07T13:39:32-05:00 2021-12-31 990 2021-01-01 260812968 GEISINGER COMMONWEALTH SCH OF MED GEIS 5702716624 100 N ACADEMY AVE MC 49-70 DANVILLE PA 17822 KEVIN V ROBERTS MBA CPA EVP, CFO, TREASURER 5702716624 2022-11-01 KEVIN ROBERTS XXX-XX-XXXX 2021 2022-09-23 18:48:47Z JULIE BYERLEY MD MPH 100 N ACADEMY AVE MC 22-01 DANVILLE PA 178229800 48817557 false X WWW.GEISINGER.EDU/GCSOM X 2007 PA GEISINGER COMMONWEALTH SCHOOL OF MEDICINE EDUCATES ASPIRING PHYSICIANS AND SCIENTISTS TO SERVE SOCIETY USING A COMMUNITY-BASED, PATIENT-CENTERED, INTERPROFESSIONAL AND EVIDENCE-BASED MODEL OF EDUCATION... SEE SCHEDULE O 8 6 253 300 0 4447412 8861863 16570262 33528265 1811509 5804721 172844 504228 23002027 48699077 1749442 4046223 0 11716359 23998635 0 0 6744476 15879485 20210277 43924343 2791750 4774734 142396320 148792015 47959403 46934434 94436917 101857581 X GEISINGER COMMONWEALTH SCHOOL OF MEDICINE EDUCATES ASPIRING PHYSICIANS AND SCIENTISTS TO SERVE SOCIETY USING A COMMUNITY-BASED, PATIENT-CENTERED, INTER-PROFESSIONAL AND EVIDENCE-BASED MODEL OF EDUCATION THAT IS COMMITTED TO INCLUSION, PROMOTES DISCOVERY AND UTILIZES INNOVATIVE TECHNIQUES. false false 33352170 4046223 33942625 ACADEMIC PROGRAM GEISINGER COMMONWEALTH SCHOOL OF MEDICINE (GCSOM) OFFERS THREE SEPARATE DEGREE PROGRAMS: A DOCTOR OF MEDICINE (MD) PROGRAM, A MASTER OF BIOMEDICAL SCIENCE (MBS) PROGRAM AND A PROFESSIONAL SCIENCE MASTER'S DEGREE PROGRAM. GCSOM FOCUSES BIOMEDICAL RESEARCH AND TRAINING PROGRAMS ON HEALTH ISSUES PREVALENT IN NORTHEASTERN AND NORTH CENTRAL PENNSYLVANIA, A 17-COUNTY REGION WITH 1.8 MILLION RESIDENTS. THE REGION HAS AN AGING POPULATION, 19.5 PERCENT OF RESIDENTS ARE OLDER THAN AGE 65, COMPARED TO 15.1 PERCENT NATIONALLY. MOREOVER, THE REGION HAS HIGH INCIDENCES OF BREAST, LUNG, COLORECTAL AND PROSTATE CANCERS, AS WELL AS HIGH INCIDENCES OF NON-HODGKIN'S LYMPHOMA, OTHER CHRONIC DISEASE ASSOCIATED WITH AGING, AND SIGNIFICANT NEEDS IN PRIMARY CARE, MENTAL/BEHAVIORAL HEALTH AND COMMUNITY MEDICINE. MD STUDENTS SERVE THE COMMUNITY FROM THE MOMENT THEY ARRIVE AT GCSOM. THEY ARE ASSIGNED TO ONE OF GCSOM REGIONAL CAMPUSES, WHERE THEY WILL VOLUNTEER AT NONPROFIT AGENCIES AND TRAIN IN MEDICAL SETTINGS. THE REGIONAL CAMPUSES ARE NORTH(SCRANTON), SOUTH(WILKES-BARRE), CENTRAL(DANVILLE), WEST (LEWISTOWN/STATE COLLEGE) GUTHRIE(SAYRE), AND ATLANTICARE(ATLANTIC CITY, NJ). FOR THE FIRST PHASE OF THEIR CURRICULUM, STUDENTS ARE PAIRED WITH A MULTI-GENERATIONAL FAMILY COPING WITH A DISABILITY OR CHRONIC ILLNESS. THIS IS DONE TO FACILITATE STUDENTS' UNDERSTANDING FROM THE ENTIRE FAMILY'S PERSPECTIVE. STUDENTS GAIN EARLY CLINICAL EXPERIENCE STARTING THE FIRST PHASE IN THE LONGITUDINAL CLINICAL EXPERIENCE IN PRIMARY CARE CLINICS. STUDENTS ALSO PARTICIPATE IN A LONGITUDINAL COMMUNITY HEALTH INTERVENTION PROJECT TO GAIN SERVICE LEARNING EXPERIENCE,TO INVESTIGATE AND/OR SOLVE A COMMUNITY HEALTH ISSUE, TO MAKE AN IMMEDIATE IMPROVEMENT IN THE COMMUNITY AND TO ENHANCE THE HEALTH OF THE REGION'S CITIZENS. IN ADDITION, ALL MD CANDIDATES COMPLETE COMMUNITY SERVICE HOURS. GCSOM STUDENTS HAVE VOLUNTEERED MORE THAN 50,000 HOURS SINCE THE SCHOOL'S INCEPTION. THE STUDENTS ORGANIZE BLOOD DRIVES AND HEALTH FAIRS, TUTOR LOCAL CHILDREN, COLLECT FOOD AND WARM CLOTHING FOR THE HOMELESS AND COMPLETE MANY OTHER HELPFUL ACTS THAT IMMERSE THEM IN AND IMPROVE THE WELL-BEING OF THE COMMUMITY. THE MBS CURRICULUM HAS BEEN DESIGNED TO PROVIDE STUDENTS WITH A UNIQUE, PERSONAL EDUCATION THAT WILL HELP THEM TO ACHIEVE THEIR CAREER GOALS. A COMMITMENT TO STUDENT-CENTERED LEARNING IS COMBINED WITH INDIVIDUALIZED CAREER AND EDUCATION PLANNING SERVICES. THE MBS PROGRAM IS OFFERED IN ONLINE IN A PART TIME OR FULL TIME FORMAT. THE MBS PROGRAM IS DIRECTED TOWARD STUDENTS WHO ARE EITHER SEEKING TO STRENGTHEN THEIR CREDENTIALS FOR APPLICATION TO MEDICAL/HEALTH PROFESSION SCHOOL OR WHO WANT TO WORK IN OTHER HEALTH AND HEALTH-RELATED INDUSTRIES. DURING THEIR COURSE OF STUDY, MBS STUDENTS DEVELOP AN EPORTFOLIO DOCUMENTING THEIR EXPERIENCES AND ACCOMPLISHMENTS IN CLINICAL/PROFESSIONAL DEVELOPMENT, SERVICE AND CULTURAL COMPETENCE. IN ADDITION, MBS STUDENTS PARTICIPATE IN COMMUNITY HEALTH RESEARCH PROJECTS UTILIZING PREVIOUSLY ESTABLISHED SECONDARY DATA SETS. IN MARCH 2020, THE WORLD HEALTH ORGANIZATION (WHO) DECLARED THE OUTBREAK OF COVID-19 TO BE A GLOBAL PANDEMIC. AT THAT TIME, GCSOM MOVED TO A FULLY ONLINE LEARNING PLATFORM FOR THE REMAINDER OF THE ACADEMIC YEAR BUT RETURNED IN THE FALL 2020 SEMESTER WITH A COMBINATION OF IN-PERSON AND ONLINE COURSES IN THE MD PROGRAM. ALL GRADUATE PROGRAMS REMAIN ONLINE THROUGH 2021. DURING CALENDAR YEAR 2021, THE COLLEGE RECEIVED FUNDING UNDER THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT, AND AMERICAN RESCUE PLAN. THE FUNDS WERE MOSTLY USED FOR DIRECT AWARDS TO STUDENTS. THE COLLEGE USED FUNDS TO DEVELOP PROGRAMS FOR THE MITIGATION EFFORTS TO SAFEGUARD THE HEALTH OF GCSOM EMPLOYEES AND STUDENTS AND IMPLEMENT EVIDENCE-BASED PRACTICES TO MONITOR AND SUPPRESS CORONAVIRUS IN ACCORDANCE WITH PUBLIC HEALTH GUIDELINES. THESE FUNDS INCREASED GRANTS REVENUE FOR THE FISCAL YEAR. GCSOM IS CONTINUALLY MONITORING THE POTENTIAL IMPACTS OF THE COVID-19 PANDEMIC AND THE EFFECTS ON ITS OPERATIONS AND FINANCIAL PERFORMANCE. THE EXTENT TO WHICH THE COVID-19 PANDEMIC IMPACTS OPERATIONS GOING FORWARD WILL DEPEND ON NUMEROUS EVOLVING FACTORS, WHICH CANNOT BE RELIABLY PREDICTED AT THIS TIME. 1442006 RESEARCH PROGRAMS: THE GCSOM RESEARCH MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF ITS 17-COUNTY COMMUNITY THROUGH THE COLLABORATIVE DISCOVERY AND DISSEMINATION OF KNOWLEDGE GAINED THROUGH RESEARCH, TECHNOLOGY DEVELOPMENT, COMMUNITY ENGAGEMENT AND EDUCATION. BECAUSE IT IS OUR VISION TO BE IN SERVICE TO OUR COMMUNITY, WE STRIVE TO BE A CATALYST FOR STRATEGIC RESEARCH PARTNERSHIPS, TO BE A LEADER FOR ADVANCING BIOMEDICAL RESEARCH AND TO BE A KEYSTONE FOR IMPROVING HEALTH OUTCOMES THROUGH TRANSLATIONAL RESEARCH. WE INCORPORATE VALUES OF COLLABORATION, INTEGRITY, INNOVATION, TRANSLATION AND ENGAGEMENT. AT GCSOM, STUDENTS HAVE THE OPPORTUNITY TO CONDUCT RESEARCH UNDER THE MENTORSHIP AND GUIDANCE OF DISTINGUISHED FACULTY. RESEARCH PROJECTS DEVELOPED BY FACULTY RESEARCH MENTORS INCLUDE TRANSLATIONAL SCIENTIFIC RESEARCH IN THE LABORATORY SETTING OR PUBLIC HEALTH, COMMUNITY, AND CLINICAL RESEARCH IN THE CLINICAL OR COMMUNITY SETTING. THESE ARE POSITIONS FOR WHICH STUDENTS DO NOT NEED SUBSTANTIAL EXPERIENCE, YET THESE RESEARCH ACTIVITIES AND THE MENTORS WHO GUIDE THEM PROVIDE UNIQUE AND RICH EDUCATIONAL OPPORTUNITIES. GCSOM HAS MULTIPLE, ORGANIZED RESEARCH OPPORTUNITIES, INCLUDING THE SUMMER RESEARCH IMMERSION PROGRAM FOR MEDICAL STUDENTS ENTERING THEIR SECOND YEAR AND THE MEDICAL RESEARCH HONORS PROGRAM FOR STUDENTS WHO WANT TO EXPLORE AN AREA OF RESEARCH INTEREST IN A SCHOLARLY MANNER THROUGHOUT THEIR FOUR YEARS OF MEDICAL SCHOOL. 3228228 4059 STUDENT AFFAIRS: THE STUDENT AFFAIRS TEAM SUPPORTS GCSOM'S INSTITUTIONAL MISSION AND VALUES BY FOSTERING STUDENTS' ACADEMIC, PROFESSIONAL AND PERSONAL GROWTH. GCSOM ADMITS ACADEMICALLY SUCCESSFUL, PASSIONATE, INNOVATIVE AND COMMUNITY-MINDED STUDENTS WITH APTITUDE FOR BIOMEDICAL SCIENCES AND A SINCERE COMMITMENT TO IMPROVING THE QUALITY OF HEALTHCARE. THE OFFICE PROVIDES A HOST OF PERSONAL, ACADEMIC AND REFERRAL SERVICES TO ENHANCE THE INTERPERSONAL AND EDUCATIONAL EXPERIENCES OF GCSOM STUDENTS. STUDENT AFFAIRS PROMOTES STUDENT ENGAGEMENT AND PARTICIPATION IN SOCIAL, CULTURAL AND INTELLECTUAL LIFE AT GCSOM. THE OFFICE IS THE PRINCIPAL ADVISOR TO STUDENT COUNCILS, CLUBS AND ORGANIZATIONS. THE OFFICE ALSO WORKS WITH STUDENTS FOR WELLNESS PROGRAMMING, CAREER ADVISING AND PLANNING. GEISINGER COMMONWEALTH SCHOOL OF MEDICINE COMMUNITY SERVICE SUMMARY DECEMBER 31, 2021 COST OF RESEARCH ACTIVITIES 365,913 COMMUNITY HEALTH, EDUCATION, AND OUTREACH 419,414 CASH AND IN-KIND CONTRIBUTIONS 18,788 VALUE OF VOLUNTEER HOURS 7,789,735 TOTAL COMMUNITY BENEFIT ACTIVITIES 8,593,850 38022404 true false false true false false false true true true true true false false true false false true true false false false false false false false false false true true false false false false false false false false false false false false false true true true false false true X 860 0 true 253 true false false false false false false false false false false true false X 8 6 true false false false true true true true true false false true true true true true true true true false PA X ERIN FITZGERALD CPA VP AND CAO 5702142299 100 N ACADEMY AVE MC 49-70 DANVILLE PA 178229800 JAEWON RYU MD JD DIRECTOR 40.00 X 0 3769824 842873 KEVIN V ROBERTS MBA CPA EVP, CFO, TR 40.00 X 0 1681517 373015 STEVEN J SCHEINMAN MD PRESIDENT, D 40.00 X X 1134861 0 197890 STEVEN B BENDER ESQUIRE EVP, CLO, SE 40.00 X 0 804901 130641 DAVID J FELICIO ESQUIRE FORMER OFFIC 40.00 X 0 536113 0 WILLIAM JEFFRIES VP ACADAFF, 40.00 X 399884 0 44830 JANET TOWNSEND MD SR ASSOC DEA 40.00 X 391039 0 53208 LEIGHTON HUEY AD BEHAV HLT 40.00 X 377087 0 25894 VENARD SCOTT KOERWER EDD VD GRAD PRGM 40.00 X 329933 0 48057 ANNA M ARVAY CPA MBA VP FINANCE&A 40.00 X 300076 0 51042 JAMES G MICHAELS FORMER 5 HIG 40.00 X 0 305515 44526 LORI R GRAMLEY ESQUIRE ACLO, ASST S 40.00 X 0 308111 41735 DANIEL E LOHR ESQUIRE FORMER OFFIC 40.00 X 0 286145 19265 SHUBHRA M SHETTY REG ASSOC DE 40.00 X 262417 0 38705 JENNIFER JOYCE MD FAAFP PROFESSOR 40.00 X 258048 0 28732 MARK WHITE MD MPH PROFESSOR 40.00 X 257647 0 28531 JOHN A ARNOTT FORMER KEY E 40.00 X 206544 0 13274 DAVID AVERILL PHD FORMER KEY E 40.00 X 151078 0 9976 IDA CASTRO JD FORMER KEY E 40.00 X 123432 0 13492 BENJAMIN K CHU MD MPH MACP DIRECTOR 0.25 3.75 X 0 0 0 DAVID B NASH MD MBA DIRECTOR 0.25 X 0 0 0 DEBORAH E POWELL MD DIRECTOR 0.25 X 0 0 0 PEDRO J GREER JR MD DIRECTOR 0.25 X 0 0 0 VIRGINIA MCGREGOR CHAIR, DIREC 0.25 3.50 X 0 0 0 V CHRIS HOLCOMBE PE DIRECTOR 0.25 3.25 X 0 0 0 JOHN C BRAVMAN PHD DIRECTOR 0.25 0.75 X 0 0 0 4192046 7692126 2005686 60 true true false GUTHRIE MEDICAL GROUP PC 1 GUTHRIE SQUARE GUTHRIE PA 18840 ACADEMIC SUPORT 602319 ATLANTICARE HEALTH SYSTEM 2500 ENGLISH CREEK AVE BLDG 500 EGG HARBOR NJ 08234 ACADEMIC SUPPOR 545787 BARUCH S BLUMBERG INSTITUTE 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 ACADEMIC SUPORT 313767 KRAYER DETECTIVE AGENCY INC 107 N APPLE ST DUNMORE PA 18512 PUBLIC SAFETY 259974 ONE SOURCE STAFFING 1124 HIGHWAY 315 WILKES BARRE PA 18702 STAFFING SERV 152344 10 8861505 358 8861863 TUITION AND FEES 611310 32264671 32264671 IC REVENUE 621990 1263594 1263594 33528265 2372 2372 5920829 118480 5920829 -118480 5802349 5802349 CONTRACT INCOME 900099 202487 202487 PCOM STUDENTS TRAINING 900099 125000 125000 GAL LAB FACILITY FEE 900099 40457 40457 136284 50475 85809 504228 48699077 33946684 5890530 4046223 4046223 2470157 1766867 703290 502523 502523 17388661 15606898 1781763 432176 379430 52746 1949839 1711866 237973 1255279 1095619 159660 60782 60782 1810 1810 75184 75184 3771524 3022292 749232 323986 276825 47161 540994 369035 171959 1087304 882573 204731 648319 566451 81868 76314 59018 17296 1303027 1138485 164542 3064793 2081249 983544 322051 206884 115167 INTER ENTITY EXP 2060312 1773967 286345 EDUCATIONAL AGREEMENT 1553500 1553500 BOOKS LICENSE FEES 883466 863292 20174 OTHER TAXES 34683 34683 71436 58625 12811 43924343 38022404 5901939 0 2072954 6704017 2620781 1944744 51719 17174 12373333 11051214 4581300 11881032 1230584 1022878 84138485 14869111 71590530 69269374 6322005 39813266 46879297 1739848 22285 142396320 148792015 888929 888650 4132113 4419575 36894337 36815557 4601 7397 6039423 4803255 47959403 46934434 X 93822849 101175356 614068 682225 94436917 101857581 142396320 148792015 X 4774734 2631820 14110 X X false true X true true true X false false false false false false true 877 false true 1810 2687 false SCHEDULE C, PART II-B, LINE 1 LINE 1G: AMOUNT REPORTED ON LINE 1G REPRESENTS THE WAGES AND BENEFITS OF EMPLOYEES WHO ASSIST THE GOVERNMENT RELATIONS DEPARTMENT OF THE ORGANIZATION'S AFFILIATE, GEISINGER SYSTEM SERVICES. THE PRIMARY PURPOSE OF THE GOVERNMENT RELATIONS DEPARTMENT IS TO MAINTAIN CONTACT WITH FEDERAL, STATE, AND LOCAL GOVERNMENT OFFICIALS. THE DEPARTMENT PROMOTES LEGISLATIVE ACTIONS WITH RESPECT TO HEALTHCARE RELATED ISSUES THAT COULD IMPACT THE ORGANIZATION AND ITS AFFILIATES. LINE 1I: OTHER LOBBYING ACTIVITIES REPORTED ON LINE 1I REPRESENTS THE PORTION OF MEMBERSHIP DUES, PAID BY THE ORGANIZATION TO TRADE OR PROFESSIONAL ASSOCIATIONS, ATTRIBUTABLE TO LOBBYING ACTIVITIES. X X X DISPLAY FOR VIEWING false false true X 4677285 467276 799445 115114 47678 539 5780675 2870183 1131884 757480 81996 266 4677285 2514512 163562 273475 49667 30764 935 2870183 2285573 196180 112893 46548 31942 1644 2514512 2018780 145817 172036 17702 26340 7018 2285573 1.00000 false true true 2314346 2314346 52635841 7129132 45506709 26301034 7385570 18915464 2887264 354409 2532855 69269374 46879297 F 46879297 DERIVATIVE OBLIGATION 3399069 INTERCOMPANY PAYABLES 1404186 4803255 SCHEDULE D, PAGE 2, PART IV, LINE 2B GCSOM IS A CUSTODIAN OF ACCOUNTS FOR ITS STUDENT AFFLIATED CHAPTERS OF NATIONAL ORGANIZATIONS. THE AMOUNTS HELD ARE RECORDED AS CASH AND A CORRESPONDING LIABILITY ON THE BALANCE SHEET. GCSOM PROCESSES CHECK REQUESTS AUTHORIZED BY THE CHAPTER OFFICERS. SCHEDULE D, PAGE 2, PART V, LINE 4 MOST OF THE ENDOWMENT FUNDS ARE FOR STUDENT SCHOLARSHIPS. GCSOM ALSO HOLDS AN ENDOWMENT FOR GENERAL OPERATIONS AND A SMALL NUMBER OF THE FUNDS ARE DESIGNATED FOR STUDENT ACTIVITIES AND PROGRAMS. ONE FUND IS TO SUPPORT A LECTURE SERIES ON PREVENTATIVE MEDICINE. SCHEDULE D, PAGE 4, PART XIII PART III LINE 4 - COLLECTIONS AND RELATION TO EXEMPT PURPOSE GEISINGER COMMONWEALTH SCHOOL OF MEDICINE OBTAINED SEVERAL ART PIECES THROUGH DONATIONS. IN ADDITION, THE SCHOOL DISPLAYS SEVERAL HISTORICAL MEDICAL ARTIFACTS AS WELL AS BOOKS AND RELATED INFORMATION WHICH ARE ON LOAN FROM THE LOCAL MEDICAL SOCIETY. THE PURPOSE OF THE ART DISPLAYS IS FOR ITS ENJOYMENT AND TO APPRECIATE WHAT THE ARTS HAVE CONTRIBUTED TO EDUCATION IN GENERAL. THE MEDICAL ARTIFACTS PROVIDE A HISTORICAL PERSPECTIVE ON MEDICINE TO THE FUTURE DOCTORS AND SCIENTISTS CURRENTLY STUDYING AT THE SCHOOL, ALLOWING THEM TO HAVE A BETTER APPRECIATION FOR THE PROFESSION THAT THEY ARE STUDYING TO BE A PART OF. PART XIII SUPPLEMENTAL FINANCIAL INFORMATION EFFECTIVE JULY 1, 2007, GEISINGER (1) ADOPTED ACCOUNTING STANDARDS CODIFICATION 740 (FIN 48), (FORMERLY KNOWN AS "STATEMENT 109: ACCOUNTING FOR INCOME TAXES" OF "FAS 109"). FIN 48 CLARIFIES THE ACCOUNTING AND REPORTING FOR INCOME TAXES WHERE INTERPRETATION OF THE TAX LAW MAY BE UNCERTAIN. FIN 48 PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF INCOME TAX UNCERTAINTIES WITH RESPECT TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. THE ADOPTION OF FIN 48 HAD NO IMPACT ON UNRESTRICTED NET ASSETS AS OF THE END OF THE FISCAL YEAR OR ANY PREVIOUS YEARS SINCE ADOPTION. ACCORDINGLY, NO FIN 48 FOOTNOTE DISCLOSURE WAS MADE IN THE GEISINGER CONSOLIDATED FINANCIAL STATEMENTS. (1) THROUGHOUT THIS DOCUMENT, THE TERMS "GEISINGER- OR "GEISINGER HEALTH" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM COMPRISED OF GEISINGER HEALTH FOUNDATION (THE "FOUNDATION") AS PARENT AND ALL SUBSIDIARY CORPORATE ENTITIES COMPRISING THE HEALTH CARE SYSTEM. IN ADDITION, THROUGHOUT THIS DOCUMENT, THE TERM "SYSTEM" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM AS PREVIOUSLY DEFINED PLUS ITS AFFILIATES. true true true true true true true false false false false false false false false true false true SCHEDULE E, LINE 3 THE FOLLOWING STATEMENT IS INCLUDED ON ALL BROCHURES AND MAILINGS. "GEISINGER COMMONWEATLH SCHOOL OF MEDICINE IS COMMITTED TO NON-DESCRIMINATION IN ALL OF ITS EMPLOYMENT AND EDUCATIONAL OPPORTUNITIES." IN ADDITION, THE COLLEGE ADVERTISED ITS NONDISCRIMINATION POLICY. SCHEDULE E, LINE 6 DURING THE YEAR BEGINNING JANUARY 1, 2021 AND ENDING DECEMBER 31, 2021, GEISINGER COMMONWEALTH SCHOOL OF MEDICINE RECOGNIZED GRANT REVENUE FROM FEDERAL AND STATE GOVERNMENTS IN THE AMOUNT OF 8,861,505. INCLUDED IN THIS AMOUNT IS THE CRRSAA 314(1)(A) FUNDS OF 209,453, AMERICAN RESCUE PLAN(A)(1) FUNDS OF 380,365 AND HEALTH RESOURCES AND SERVICE ADMINISTRATION (HRSA) COVID FUNDS OF 136,001. . true SCHOLARSHIPS 409 3646520 HEERF GRANTS 768 399703 SCHEDULE I, PAGE 1, PART I, LINE 2 GEISINGER COMMONWEALTH SCHOOL OF MEDICINE (GCSOM) PROVIDES FINANCIAL AID WHICH INCLUDES SCHOLARSHIPS AND NEED-BASED AWARDS TO ELIGIBLE STUDENTS. GCSOM CREATED A SCHOLARSHIP COMMITTEE TO REVIEW AND SELECT SCHOLARSHIP RECIPIENTS WHO MEET THE CRITERIA ESTABLISHED THROUGH A COLLABORATE PROCESS TO HONOR DONOR INTENTIONS WHILE SUBSCRIBING TO FINANCIAL AID BEST PRACTICES. THE OFFICE OF ADMISSIONS, ENROLLMENT MANAGEMENT, AND FINANCIAL AID IDENTIFIES ALL STUDENTS WHO MEET THE SPECIFIED CRITERIA FOR SCHOLARSHIPS AND THOSE STUDENTS ARE THEN PRESENTED TO THE SCHOLARSHIP COMMITTEE FOR REVIEW. NEED-BASED AWARDS ARE DETERMINED AND AWARDED BY THE OFFICE OF FINANCIAL AID AFTER A REVIEW OF A STUDENT'S FINANCIAL AID INFORMATION. A REVIEW PROCESS CONDUCTED BY THE OFFICE OF FINANCIAL AID DETERMINES THE RECIPIENTS OF SCHOLARSHIPS AND NEED-BASED AWARDS. ALL SCHOLARSHIPS AND NEED-BASED AWARDS ARE ONLY APPLIED TO GCSOM'S TUITION AND FEES AND THEREFORE, CASH PAYMENTS ARE NOT MADE TO STUDENTS. GCSOM PROVIDES SERVICE COMMITMENT AWARDS TO ELIGIBLE STUDENTS THROUGH THE ABIGAIL GEISINGER SCHOLARS PROGRAM. RECIPIENTS OF THE ABIGAIL GEISINGER SCHOLARS PROGRAM WHO HAVE COMMITTED TO A SPECIALTY IN FAMILY MEDICINE, INTERNAL MEDICINE, MEDICINE/PEDIATRICS, OR PSYCHIATRY RECEIVE TUITION AND FEES FOR UP TO FOUR YEARS OF STUDY. IN ADDITION, STUDENTS ALSO RECEIVE A SERVICE COMMITMENT AWARD OF A 2,000 PER MONTH STIPEND FOR UP TO FOUR YEARS OF STUDY. THE NUMBER OF YEARS OF FUNDING EQUALS THE NUMBER OF YEARS OF SERVICE AS A GEISINGER PHYSICIAN AFTER RESIDENCY FOR BOTH PROGRAMS. THE SERVICE COMMITMENT AWARD IS A LOAN THAT IS FORGIVEN AS THE SERVICE (EMPLOYMENT AT GEISINGER) IS COMPLETED. GCSOM CREATED A SELECTION COMMITTEE TO REVIEW AND SELECT RECIPIENTS WHO MEET ESTABLISHED CRITERIA FOR THE PROGRAM THROUGH A COLLABORATE PROCESS THAT ALIGNS WITH THE MISSION OF THE INSTITUTION. THE OFFICE OF ADMISSIONS, ENROLLMENT MANAGEMENT AND FINANCIAL AID IDENTIFIES ALL STUDENTS WHO MEET THE SPECIFIED CRITERIA FOR THE PROGRAM AND THOSE STUDENTS ARE THEN PRESENTED TO THE SELECTION COMMITTEE FOR REVIEW AND SELECTION. MISSION AWARDS ARE INSTITUTIONALLY FUNDED AND AVAILABLE TO ADMITTED STUDENTS CHOSEN BY THE OFFICE OF ADMISSIONS BASED ON ACADEMIC ACHIEVEMENT, MERIT,DIVERSITY, AND INTERVIEW DAY SCORES AND SOCIO-ECONOMIC BACKGROUND. AWARDS VARY FOR 10,000- 60,000 PER YEAR AND CAN BE RENEWABLE FOR UP TO 4 YEARS IF MAKING SATISFACTORY ACADEMIC PROGRESS. X true true X X X X X X true true false false false false false false false JAEWON RYU MD JD DIRECTOR 3255123 514701 811017 31856 4612697 483154 KEVIN V ROBERTS MBA CPA EVP, CFO, TREASURER 1599298 82219 339697 33318 2054532 STEVEN J SCHEINMAN MD PRESIDENT, DEAN, DIR 859956 274905 196348 1542 1332751 229569 STEVEN B BENDER ESQUIRE EVP, CLO, SECRETARY 766266 38635 97889 32752 935542 DAVID J FELICIO ESQUIRE FORMER OFFICER 536113 536113 WILLIAM JEFFRIES VP ACADAFF, VDEANMED 369922 29962 20388 24442 444714 JANET TOWNSEND MD SR ASSOC DEAN FACAFF 332603 58436 20388 32820 444247 LEIGHTON HUEY AD BEHAV HLTH&COMCAR 333743 43344 20388 5506 402981 VENARD SCOTT KOERWER EDD VD GRAD PRGM,VP STRA 244253 85680 17148 30909 377990 ANNA M ARVAY CPA MBA VP FINANCE&ADMIN,CFO 276829 23247 20388 30654 351118 JAMES G MICHAELS FORMER 5 HIGHEST 299653 5862 20388 24138 350041 LORI R GRAMLEY ESQUIRE ACLO, ASST SECTY 282984 25127 20388 21347 349846 DANIEL E LOHR ESQUIRE FORMER OFFICER 269149 16996 18550 715 305410 SHUBHRA M SHETTY REG ASSOC DEAN,NORTH 239739 22678 18354 20351 301122 JENNIFER JOYCE MD FAAFP PROFESSOR 254040 4008 17358 11374 286780 MARK WHITE MD MPH PROFESSOR 253401 4246 17462 11069 286178 JOHN A ARNOTT FORMER KEY EMPLOYEE 133995 72549 12727 547 219818 DAVID AVERILL PHD FORMER KEY EMPLOYEE 139234 11844 7123 2853 161054 IDA CASTRO JD FORMER KEY EMPLOYEE 103461 19971 6076 7416 136924 SCHEDULE J, PAGE 1, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS - FROM TIME TO TIME, THE GEISINGER BOARD OF DIRECTORS OR GEISINGER SENIOR MANAGEMENT APPROVE THE GROSS-UP OF EXPENSES, WHICH FURTHER GEISINGER BUSINESS, FOR TAX OBLIGATIONS. SCHEDULE J, PAGE 1, PART I, LINE 4 JAEWON RYU, MD, JD 0 483,154 0 STEVEN J. SCHEINMAN, MD 0 229,569 0 DAVID J. FELICIO, ESQUIRE 406,445 129,667 0 VENARD SCOTT KOERWER, EDD 53,562 0 0 SCHEDULE J, PART III PART I, LINE 4A - SEVERANCE PAYMENT UPON INVOLUNTARY SEPARATION, EMPLOYEES MAY BE ELIGIBLE TO RECEIVE CONTINUATION OF SALARY FOR A TERM THAT IS BASED ON THEIR YEARS OF GEISINGER SERVICE AND POSITION. PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN COMPENSATION FOR ELIGIBLE EMPLOYEES MAY BE DEFERRED TO A 457(F) NONQUALIFIED PLAN THAT VESTS WITH COMPLETION OF SERVICE, DEATH AND/OR PERMANENT DISABILITY. __________________________________________________________________________ FOOTNOTE: THROUGHOUT THIS DOCUMENT, THE TERMS "GEISINGER- OR "GEISINGER HEALTH" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM COMPRISED OF GEISINGER HEALTH FOUNDATION (THE "FOUNDATION") AS PARENT AND ALL SUBSIDIARY CORPORATE ENTITIES COMPRISING THE HEALTH CARE SYSTEM. IN ADDITION, THROUGHOUT THIS DOCUMENT, THE TERM "SYSTEM" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM AS PREVIOUSLY DEFINED PLUS ITS AFFILIATES. FORM 990 - ORGANIZATION'S MISSION GEISINGER COMMONWEALTH SCHOOL OF MEDICINE EDUCATES ASPIRING PHYSICIANS AND SCIENTISTS TO SERVE SOCIETY USING A COMMUNITY-BASED, PATIENT-CENTERED, INTER-PROFESSIONAL AND EVIDENCE-BASED MODEL OF EDUCATION THAT IS COMMITTED TO INCLUSION, PROMOTES DISCOVERY AND UTILIZES INNOVATIVE TECHNIQUES. FORM 990 FORM 990, PART IV, LINE 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? GEISINGER HEALTH (GH) IS CURRENTLY THE SOLE OBLIGOR UNDER A SERIES OF BOND ISSUES, INCLUDING TAX-EXEMPT BONDS ISSUED PRIOR TO DECEMBER 31, 2002, WITH A TOTAL OUTSTANDING BALANCE AT DECEMBER 31, 2021 OF 1,733,934,063, INCLUSIVE OF UNAMORTIZED ORIGINAL ISSUE DISCOUNT. BECAUSE THE BOND PROCEEDS ARE DISBURSED TO GH SUBSIDIARIES, THE TAX-EXEMPT BOND LIABILITIES ARE REFLECTED ON THE BALANCE SHEETS OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: GEISINGER MEDICAL CENTER EIN: 24-0795959 GEISINGER WYOMING VALLEY MEDICAL CENTER EIN: 23-1996150 GEISINGER CLINIC EIN: 23-6291113 MARWORTH EIN: 23-2171417 GEISINGER SYSTEM SERVICES EIN: 23-2164794 COMMUNITY MEDICAL CENTER EIN: 24-0862246 GEISINGER-BLOOMSBURG HOSPITAL EIN: 23-2193572 GEISINGER-LEWISTOWN HOSPITAL EIN: 23-1352187 GEISINGER COMMONWEALTH SCHOOL OF MEDICINE EIN: 26-0812968 GEISINGER JERSEY SHORE HOSPITAL EIN: 24-0792115 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED IN THE FORM 990 FILING OF GEISINGER HEALTH, EIN: 23-1995911. FORM 990, PAGE 2, PART III, LINE 4A ACADEMIC PROGRAM GEISINGER COMMONWEALTH SCHOOL OF MEDICINE (GCSOM) OFFERS THREE SEPARATE DEGREE PROGRAMS: A DOCTOR OF MEDICINE (MD) PROGRAM, A MASTER OF BIOMEDICAL SCIENCE (MBS) PROGRAM AND A PROFESSIONAL SCIENCE MASTER'S DEGREE PROGRAM. GCSOM FOCUSES BIOMEDICAL RESEARCH AND TRAINING PROGRAMS ON HEALTH ISSUES PREVALENT IN NORTHEASTERN AND NORTH CENTRAL PENNSYLVANIA, A 17-COUNTY REGION WITH 1.8 MILLION RESIDENTS. THE REGION HAS AN AGING POPULATION, 19.5 PERCENT OF RESIDENTS ARE OLDER THAN AGE 65, COMPARED TO 15.1 PERCENT NATIONALLY. MOREOVER, THE REGION HAS HIGH INCIDENCES OF BREAST, LUNG, COLORECTAL AND PROSTATE CANCERS, AS WELL AS HIGH INCIDENCES OF NON-HODGKIN'S LYMPHOMA, OTHER CHRONIC DISEASE ASSOCIATED WITH AGING, AND SIGNIFICANT NEEDS IN PRIMARY CARE, MENTAL/BEHAVIORAL HEALTH AND COMMUNITY MEDICINE. MD STUDENTS SERVE THE COMMUNITY FROM THE MOMENT THEY ARRIVE AT GCSOM. THEY ARE ASSIGNED TO ONE OF GCSOM REGIONAL CAMPUSES, WHERE THEY WILL VOLUNTEER AT NONPROFIT AGENCIES AND TRAIN IN MEDICAL SETTINGS. THE REGIONAL CAMPUSES ARE NORTH(SCRANTON), SOUTH(WILKES-BARRE), CENTRAL(DANVILLE), WEST (LEWISTOWN/STATE COLLEGE) GUTHRIE(SAYRE), AND ATLANTICARE(ATLANTIC CITY, NJ). FOR THE FIRST PHASE OF THEIR CURRICULUM, STUDENTS ARE PAIRED WITH A MULTI-GENERATIONAL FAMILY COPING WITH A DISABILITY OR CHRONIC ILLNESS. THIS IS DONE TO FACILITATE STUDENTS' UNDERSTANDING FROM THE ENTIRE FAMILY'S PERSPECTIVE. STUDENTS GAIN EARLY CLINICAL EXPERIENCE STARTING THE FIRST PHASE IN THE LONGITUDINAL CLINICAL EXPERIENCE IN PRIMARY CARE CLINICS. STUDENTS ALSO PARTICIPATE IN A LONGITUDINAL COMMUNITY HEALTH INTERVENTION PROJECT TO GAIN SERVICE LEARNING EXPERIENCE,TO INVESTIGATE AND/OR SOLVE A COMMUNITY HEALTH ISSUE, TO MAKE AN IMMEDIATE IMPROVEMENT IN THE COMMUNITY AND TO ENHANCE THE HEALTH OF THE REGION'S CITIZENS. IN ADDITION, ALL MD CANDIDATES COMPLETE COMMUNITY SERVICE HOURS. GCSOM STUDENTS HAVE VOLUNTEERED MORE THAN 50,000 HOURS SINCE THE SCHOOL'S INCEPTION. THE STUDENTS ORGANIZE BLOOD DRIVES AND HEALTH FAIRS, TUTOR LOCAL CHILDREN, COLLECT FOOD AND WARM CLOTHING FOR THE HOMELESS AND COMPLETE MANY OTHER HELPFUL ACTS THAT IMMERSE THEM IN AND IMPROVE THE WELL-BEING OF THE COMMUMITY. THE MBS CURRICULUM HAS BEEN DESIGNED TO PROVIDE STUDENTS WITH A UNIQUE, PERSONAL EDUCATION THAT WILL HELP THEM TO ACHIEVE THEIR CAREER GOALS. A COMMITMENT TO STUDENT-CENTERED LEARNING IS COMBINED WITH INDIVIDUALIZED CAREER AND EDUCATION PLANNING SERVICES. THE MBS PROGRAM IS OFFERED IN ONLINE IN A PART TIME OR FULL TIME FORMAT. THE MBS PROGRAM IS DIRECTED TOWARD STUDENTS WHO ARE EITHER SEEKING TO STRENGTHEN THEIR CREDENTIALS FOR APPLICATION TO MEDICAL/HEALTH PROFESSION SCHOOL OR WHO WANT TO WORK IN OTHER HEALTH AND HEALTH-RELATED INDUSTRIES. DURING THEIR COURSE OF STUDY, MBS STUDENTS DEVELOP AN EPORTFOLIO DOCUMENTING THEIR EXPERIENCES AND ACCOMPLISHMENTS IN CLINICAL/PROFESSIONAL DEVELOPMENT, SERVICE AND CULTURAL COMPETENCE. IN ADDITION, MBS STUDENTS PARTICIPATE IN COMMUNITY HEALTH RESEARCH PROJECTS UTILIZING PREVIOUSLY ESTABLISHED SECONDARY DATA SETS. IN MARCH 2020, THE WORLD HEALTH ORGANIZATION (WHO) DECLARED THE OUTBREAK OF COVID-19 TO BE A GLOBAL PANDEMIC. AT THAT TIME, GCSOM MOVED TO A FULLY ONLINE LEARNING PLATFORM FOR THE REMAINDER OF THE ACADEMIC YEAR BUT RETURNED IN THE FALL 2020 SEMESTER WITH A COMBINATION OF IN-PERSON AND ONLINE COURSES IN THE MD PROGRAM. ALL GRADUATE PROGRAMS REMAIN ONLINE THROUGH 2021. DURING CALENDAR YEAR 2021, THE COLLEGE RECEIVED FUNDING UNDER THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT, AND AMERICAN RESCUE PLAN. THE FUNDS WERE MOSTLY USED FOR DIRECT AWARDS TO STUDENTS. THE COLLEGE USED FUNDS TO DEVELOP PROGRAMS FOR THE MITIGATION EFFORTS TO SAFEGUARD THE HEALTH OF GCSOM EMPLOYEES AND STUDENTS AND IMPLEMENT EVIDENCE-BASED PRACTICES TO MONITOR AND SUPPRESS CORONAVIRUS IN ACCORDANCE WITH PUBLIC HEALTH GUIDELINES. THESE FUNDS INCREASED GRANTS REVENUE FOR THE FISCAL YEAR. GCSOM IS CONTINUALLY MONITORING THE POTENTIAL IMPACTS OF THE COVID-19 PANDEMIC AND THE EFFECTS ON ITS OPERATIONS AND FINANCIAL PERFORMANCE. THE EXTENT TO WHICH THE COVID-19 PANDEMIC IMPACTS OPERATIONS GOING FORWARD WILL DEPEND ON NUMEROUS EVOLVING FACTORS, WHICH CANNOT BE RELIABLY PREDICTED AT THIS TIME. FORM 990, PAGE 2, PART III, LINE 4B RESEARCH PROGRAMS: THE GCSOM RESEARCH MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF ITS 17-COUNTY COMMUNITY THROUGH THE COLLABORATIVE DISCOVERY AND DISSEMINATION OF KNOWLEDGE GAINED THROUGH RESEARCH, TECHNOLOGY DEVELOPMENT, COMMUNITY ENGAGEMENT AND EDUCATION. BECAUSE IT IS OUR VISION TO BE IN SERVICE TO OUR COMMUNITY, WE STRIVE TO BE A CATALYST FOR STRATEGIC RESEARCH PARTNERSHIPS, TO BE A LEADER FOR ADVANCING BIOMEDICAL RESEARCH AND TO BE A KEYSTONE FOR IMPROVING HEALTH OUTCOMES THROUGH TRANSLATIONAL RESEARCH. WE INCORPORATE VALUES OF COLLABORATION, INTEGRITY, INNOVATION, TRANSLATION AND ENGAGEMENT. AT GCSOM, STUDENTS HAVE THE OPPORTUNITY TO CONDUCT RESEARCH UNDER THE MENTORSHIP AND GUIDANCE OF DISTINGUISHED FACULTY. RESEARCH PROJECTS DEVELOPED BY FACULTY RESEARCH MENTORS INCLUDE TRANSLATIONAL SCIENTIFIC RESEARCH IN THE LABORATORY SETTING OR PUBLIC HEALTH, COMMUNITY, AND CLINICAL RESEARCH IN THE CLINICAL OR COMMUNITY SETTING. THESE ARE POSITIONS FOR WHICH STUDENTS DO NOT NEED SUBSTANTIAL EXPERIENCE, YET THESE RESEARCH ACTIVITIES AND THE MENTORS WHO GUIDE THEM PROVIDE UNIQUE AND RICH EDUCATIONAL OPPORTUNITIES. GCSOM HAS MULTIPLE, ORGANIZED RESEARCH OPPORTUNITIES, INCLUDING THE SUMMER RESEARCH IMMERSION PROGRAM FOR MEDICAL STUDENTS ENTERING THEIR SECOND YEAR AND THE MEDICAL RESEARCH HONORS PROGRAM FOR STUDENTS WHO WANT TO EXPLORE AN AREA OF RESEARCH INTEREST IN A SCHOLARLY MANNER THROUGHOUT THEIR FOUR YEARS OF MEDICAL SCHOOL. FORM 990, PAGE 2, PART III, LINE 4C STUDENT AFFAIRS: THE STUDENT AFFAIRS TEAM SUPPORTS GCSOM'S INSTITUTIONAL MISSION AND VALUES BY FOSTERING STUDENTS' ACADEMIC, PROFESSIONAL AND PERSONAL GROWTH. GCSOM ADMITS ACADEMICALLY SUCCESSFUL, PASSIONATE, INNOVATIVE AND COMMUNITY-MINDED STUDENTS WITH APTITUDE FOR BIOMEDICAL SCIENCES AND A SINCERE COMMITMENT TO IMPROVING THE QUALITY OF HEALTHCARE. THE OFFICE PROVIDES A HOST OF PERSONAL, ACADEMIC AND REFERRAL SERVICES TO ENHANCE THE INTERPERSONAL AND EDUCATIONAL EXPERIENCES OF GCSOM STUDENTS. STUDENT AFFAIRS PROMOTES STUDENT ENGAGEMENT AND PARTICIPATION IN SOCIAL, CULTURAL AND INTELLECTUAL LIFE AT GCSOM. THE OFFICE IS THE PRINCIPAL ADVISOR TO STUDENT COUNCILS, CLUBS AND ORGANIZATIONS. THE OFFICE ALSO WORKS WITH STUDENTS FOR WELLNESS PROGRAMMING, CAREER ADVISING AND PLANNING. GEISINGER COMMONWEALTH SCHOOL OF MEDICINE COMMUNITY SERVICE SUMMARY DECEMBER 31, 2021 COST OF RESEARCH ACTIVITIES 365,913 COMMUNITY HEALTH, EDUCATION, AND OUTREACH 419,414 CASH AND IN-KIND CONTRIBUTIONS 18,788 VALUE OF VOLUNTEER HOURS 7,789,735 TOTAL COMMUNITY BENEFIT ACTIVITIES 8,593,850 FORM 990, PART V ENTER THE NUMBER REPORTED IN BOX 3 OF FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS. GEISINGER SYSTEM SERVICES (GSS), AN AFFILIATE OF THE ORGANIZATION, PROVIDES A CENTRALIZED ACCOUNTS PAYABLE FUNCTION FOR ALL ORGANIZATIONS OF GEISINGER. AS THE ACCOUNTS PAYABLE PROCESSORS, GSS PREPARES AND FILES FORM 1099 UNDER ITS EIN FOR CERTAIN REPORTABLE PAYMENTS OF THE FILING ORGANIZATION. THE NUMBER OF 1099'S FILED BY GSS FOR THE 2021 REPORTING PERIOD ON BEHALF OF ITSELF AND ITS AFFILIATES WAS 1,362. THE RESPONSE ENTERED ON LINE 1A FOR THE ORGANIZATION INCLUDES ONLY THOSE FORM 1099S FILED UNDER THE ORGANIZATION'S EIN, WHICH INCLUDED 860 1098-T TAX RETURNS. IT DOES NOT INCLUDE THOSE FILED BY GSS ON ITS BEHALF. FORM 990, PART VI FORM 990, PART I, SECTION A, LINE 4: FORM 990, PART VI, SECTION A, LINE 1B: ENTER THE NUMBER OF VOTING MEMBERS THAT ARE INDEPENDENT. BASED ON THE FORM 990 DEFINITION OF "INDEPENDENCE" AS IT RELATES TO VOTING MEMBERS OF THE GOVERNING BODY, TWO VOTING MEMBERS ARE NOT INDEPENDENT BECAUSE THEY ARE COMPENSATED AS EMPLOYEES OF RELATED TAX-EXEMPT ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2: DID ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE HAVE A FAMILY RELATION- SHIP OR BUSINESS RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE? BENJAMIN K. CHU, MD, MPH, MACP , JAEWON RYU, MD, JD, JOHN C. BRAVMAN, PHD, KEVIN V. ROBERTS, MBA, CPA, LORI R. GRAMLEY, ESQUIRE, STEVEN B. BENDER, ESQUIRE, V. CHRIS HOLCOMBE, PE, AND VIRGINIA MCGREGOR ALL HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BECAUSE THEY SERVE AS OFFICERS AND/OR DIRECTORS ON ONE OR MORE FOR-PROFIT AFFILIATE OF THE ENTITY. ALL OF THE AFFILIATES ARE PART OF GEISINGER. FORM 990, PAGE 6, PART VI, LINE 1A THERE WAS A DELEGATION OF AUTHORITY TO THE GEISINGER HEALTH EMERGENCY ACTION COMMITTEE, WHICH IS COMPRISED OF THE CHAIR OF THE BOARD, VICE-CHAIR OF THE BOARD, THE PRESIDENT AND CEO (EX-OFFICIO DIRECTOR), CHAIR OF THE FINANCE COMMITTEE AND CHAIR OF THE PATIENT EXPERIENCE, ACADEMIC AFFAIRS AND QUALITY COMMITTEE. UNDER THE NONPROFIT CORPORATION LAW AND UNDER GEISINGER HEALTH'S CORPORATE BYLAWS, THE EMERGENCY ACTION COMMITTEE SHALL EXERCISE THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS TO ACT ON EMERGENCY MATTERS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE THE DIRECTORS; ELECT AND REMOVE THE PRESIDENT AND FILL ANY VACANCY IN THE OFFICE OF THE PRESIDENT OF THE CORPORATION; AND, MAY APPROVE AMENDMENTS TO THE CORPORATE BYLAWS IN LIEU OF SUCH APPROVAL BY THE BOARD OF DIRECTORS. THE MEMBERS ALSO HAVE THE RESERVE POWERS AS SET FORTH IN THE PENNSYLVANIA NONPROFIT CORPORATION LAW. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS OF THE CORPORATION SHALL SERVE AS THE GOVERNING BODY OF THE CORPORATION. THE PRESIDENT OF THE CORPORATION SHALL BE A DIRECTOR BY REASON OF HOLDING SUCH OFFICE. THE REMAINING DIRECTORS SHALL BE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS. THE MEMBERS OF THE CORPORATION MAY SERVE AS DIRECTORS AND DIRECTORS MAY SUCCEED THEMSELVES FROM TERM TO TERM. VACANCIES ON THE BOARD OF DIRECTORS SHALL BE FILLED BY THE MEMBERS AT THEIR DISCRETION AT THE ANNUAL MEETING OF THE MEMBERS OR AT A SPECIAL MEETING CALLED FOR SUCH PURPOSE. FORM 990, PAGE 6, PART VI, LINE 7B THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE THE DIRECTORS; ELECT AND REMOVE THE PRESIDENT AND FILL ANY VACANCY IN THE OFFICE OF THE PRESIDENT OF THE CORPORATION; AND, MAY APPROVE AMENDMENTS TO THE CORPORATE BYLAWS IN LIEU OF SUCH APPROVAL BY THE BOARD OF DIRECTORS. THE MEMBERS ALSO HAVE THE RESERVE POWERS AS SET FORTH IN PENNSYLVANIA NONPROFIT CORPORATION LAW. FORM 990, PAGE 6, PART VI, LINE 11B ALL OFFICERS AND DIRECTORS WERE ELECTRONICALLY PROVIDED A FINAL COPY OF THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS. AN EXECUTIVE SUMMARY OF THE INFORMATION REPORTED ON THE RETURN IS PROVIDED TO ASSIST IN THE REVIEW. IN ACCORDANCE WITH THE GEISINGER HEALTH BOARD OF DIRECTOR'S FINANCE COMMITTEE CHARTER, GEISINGER ORGANIZATIONS' FORM 990 FILINGS ARE REVIEWED ANNUALLY. THE FORM 990 IS PREPARED BY GEISINGER TAX AND FINANCIAL REPORTING DEPARTMENTS WITH INFORMATION PROVIDED FROM FINANCE, TAX, HUMAN RESOURCES, LEGAL SERVICES AND OTHER RELEVANT DEPARTMENTS WITHIN GEISINGER. THE CHIEF FINANCIAL OFFICER (CFO) OF GEISINGER AND THE INDIVIDUAL ORGANIZATIONS SENIOR FINANCIAL MANAGERS REVIEW THEIR RESPECTIVE FORM 990 PRIOR TO MAKING THE FINAL RETURN AVAILABLE TO THE BOARD. IN ADDITION, THE CHIEF LEGAL OFFICER AND CHIEF HUMAN RESOURCE OFFICER OF GEISINGER REVIEW THE INFORMATION DISCLOSED ON THE FORM 990 RELEVANT TO THEIR RESPECTIVE AREAS OF RESPONSIBILITY. FOR PURPOSES OF THEIR ANNUAL AUDIT OF GEISINGER CONSOLIDATED FINANCIAL STATEMENTS, INDEPENDENT AUDITORS REVIEW ALL FEDERAL TAX RETURNS FILED BY GEISINGER ORGANIZATIONS TO IDENTIFY MATERIAL ITEMS, INCLUDING IF THERE ARE ANY UNCERTAIN TAX POSITIONS THAT MAY BE REQUIRED TO BE RECOGNIZED. THE COMPANY HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED FOR REPORTING PERIOD. FORM 990, PAGE 6, PART VI, LINE 12C THE OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE SUBJECT TO THE GEISINGER CONFLICT OF INTEREST POLICY FOR DIRECTORS, OFFICERS AND SENIOR LEADERS. AT LEAST ONCE EACH YEAR DIRECTORS, OFFICERS, KEY EMPLOYEES, SENIOR LEADERS AND OTHERS DESIGNATED BY THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE IN WRITING THE EXISTENCE OF ANY POTENTIAL FINANCIAL INTERESTS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST WITH ANY AFFILIATE WITHIN GEISINGER. THE DISCLOSURES ARE REVIEWED BY THE OFFICE OF THE CHIEF COMPLIANCE OFFICER AND REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEE AND/OR BOARD OF DIRECTORS. AFTER REVIEW OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, INPUT FROM DEPARTMENT OF LEGAL SERVICES AND ANY DISCUSSION WITH THE PERSON DESIRED BY THE BOARD OR COMMITTEE, THE COMMITTEE/BOARD DECIDES IF A CONFLICT EXISTS AND TAKES APPROPRIATE ACTION. THE INDIVIDUAL DISCLOSING THE FINANCIAL INTEREST IS ABSENT DURING THE COMMITTEE/BOARD DELIBERATIONS AND DECISIONS ON THE MATTER. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS TO REVIEW AND APPROVE THE COMPENSATION OF GEISINGER EMPLOYED BOARD DIRECTORS, OFFICERS, AND EXECUTIVE MANAGEMENT IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR INTERMEDIATE SANCTION PURPOSES. THE PROCESS REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PARTIES, USE OF APPROPRIATE COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS. ON AN ANNUAL BASIS AN INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANT COMPLETES A COMPARATIVE ASSESSMENT OF COMPENSATION FOR THE CEO AND SENIOR MANAGEMENT WITHIN GEISINGER. THE CONSULTANT'S REPORT IS PRESENTED TO THE GEISINGER FAMILY COMMITTEE PRIOR TO ANY COMPENSATION ADJUSTMENT. THE REPORT SUPPORTS THE RIGOROUS REVIEW COMPLETED BY THE GEISINGER FAMILY COMMITTEE TO ENSURE THAT THE PROGRAM IS RESPONSIBLE TO THE GEISINGER CHARITABLE MISSION, REFLECTS REASONABLE COMPENSATION WITHIN THE NONPROFIT MARKET AND IS COMPLIANT WITH THE IRS'S INTERMEDIATE SANCTION REQUIREMENTS. THE SURVEY DATA IN THE COMPARATIVE ANALYSIS IS CAPTURED FOR FUNCTIONALLY COMPARABLE POSITIONS IN MULTIPLE SIMILAR NONPROFIT ORGANIZATIONS AND REFLECTS TOTAL REMUNERATION PROVIDED IN THE MARKET. ALL SURVEYS ARE CONDUCTED BY THIRD PARTY ORGANIZATIONS AND NOT CONDUCTED AT THE SPECIFIC DIRECTION OF GEISINGER. ANY COMPENSATION ADJUSTMENTS ARE APPROVED BY THE GEISINGER FAMILY COMMITTEE PRIOR TO THE EFFECTIVE DATE OF THE PAYMENT. THE GEISINGER FAMILY COMMITTEE AT ITS SOLE DISCRETION MAY POSITIVELY OR NEGATIVELY ADJUST ANY RECOMMENDED COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B SEE SCHEDULE O RESPONSE TO FORM 990, PART VI, SECTION B, QUESTION 15A. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL STATEMENTS, FORM 990, FOR 990-T, THE CONFLICTS OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 TRANSFER FROM PARENT, GEISINGER HEALTH 14,110 FORM 990, PART XII FORM 990, PART XII, LINE 3A: AS A RESULT OF A FEDERAL AWARD, WAS THE ORGANIZATION REQUIRED TO UNDERGO AN AUDIT OR AUDITS AS SET FORTH IN THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133? FEDERAL AWARDS ARE AUDITED AS A PART OF THE GEISINGER'S CONSOLIDATED REPORT ON FEDERAL AWARDS IN ACCORDANCE WITH OMB CIRCULAR A-133. FOOTNOTE: THROUGHOUT FORM 990, THE TERMS "GEISINGER- AND "SYSTEM" SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH AS PARENT AND ALL SUBSIDIARY CORPORATIONS COMPRISING THE SYSTEM. GEISINGER HEALTH 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231995911 PHILANTHRO PA 501C3 7 N/A false GEISINGER MEDICAL CENTER 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 240795959 HOSPITAL PA 501C3 3 GH false GEISINGER CLINIC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 236291113 PHYSN SVCS PA 501C3 12A GH false GEISINGER WYOMING VALLEY MED CTR 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231996150 HOSPITAL PA 501C3 3 GH false MARWORTH 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232171417 D&A REHAB PA 501C3 3 GH false GEISINGER HEALTH PLAN 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232311553 HMO PA 501C4 GH false GEISINGER SYSTEM SERVICES 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232164794 SUPPORT SV PA 501C3 12A GH false GEISINGER COMMUNITY HEALTH SERVICES 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232967235 HEALTHCARE PA 501C3 10 GSS false GEISINGER INSURANCE CORPORATIONRRG 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 141909894 SELF INS VT 501C3 12A GH false COMMUNITY MEDICAL CENTER 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 240862246 HOSPITAL PA 501C3 3 GH false GEISINGER-BLOOMSBURG HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232193572 HOSPITAL PA 501C3 3 GH false GEISINGER-LEWISTOWN HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231352187 HOSPITAL PA 501C3 3 GH false LEWISTOWN AMBULATORY CARE CORP 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232344362 HOLDING CO PA 501C3 12A GH false FAMILY HEALTH ASSOCIATES OF GLH 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 251651582 PHYSN SVCS PA 501C3 12A GH false KEYSTONE HEALTH INFORMATION EXCH 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 464359893 RHIO PA 501C3 12A GH false WEST SHORE ADVANCED LIFE SUPP SVCS 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232463002 HEALTHCARE PA 501C3 10 GC false GEISINGER JERSEY SHORE HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 240792115 HOSPITAL PA 501C3 3 GH false GEISINGER MEDICAL CENTER MUNCY 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 851226106 HOSPITAL PA 501C3 3 GHM false GNJ PHYSICIANS GROUP PC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 820681884 PHYSN SVCS NJ 501C3 10 GH false GSL HOSPITAL 801 OSTRUM STREET BETHLEHEM PA 18015 824432109 HOSPITAL PA 501C3 3 N/A false GSLPG INC 801 OSTRUM STREET BETHLEHEM PA 18015 825423865 HEALTHCARE PA 501C3 3 GSL HOSP false HEALTH CARE CORP OF NORTHEAST PA 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232337286 SUPPORT SV PA 501C3 12A CMC false KEYSTONE ACCOUNTABLE CARE ORG LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 455484165 ACO PA N/A false false GEISINGER ENCOMPASS HEALTH LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 721398803 PHY THERAP PA N/A false false EVANGELICAL-GEISINGER HEALTH LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 460567687 HEALTHCARE PA N/A false false LACKAWANNA PHYS AMB SURG CTRLLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 233024998 HEALTHCARE PA N/A false false GEISINGER-HM JOINT VENTURE LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 831871064 HEALTHCARE PA N/A false false KEYSTONE HEALTHCARE PARTNERSHIPLLC 901 HUGH WALLIS ROAD LAFAYETTE LA 70508 833134941 HOME HLTH PA N/A false false COMMONWEALTH MSO LLC 270 SUSQUEHANNA VALLEY MALL DRIVE SELINSGROVE PA 17870 862178965 HEALTHCARE PA N/A false false ISS SOLUTIONS INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232077663 CLINIC ENG PA N/A false GEISINGER INDEMNITY INSURANCE CO 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232815174 HLTH INSUR PA N/A false GEISINGER QUALITY OPTIONS INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 204275139 HLTH INSUR PA N/A false GEISINGER ASSURANCE COMPANY LTD 23 LINE TREE BAY AVE PO BOX 1159 GRAND CAYMAN GRAND CAYMAN CJ KY1-1102 981016737 FINANCIAL CJ N/A false false false true false false false false false false false true true true false false true false true false COMMUNITY MEDICAL CENTER K 1500 GAAP GEISINGER CLINIC M 247249 GAAP GEISINGER CLINIC L 700 GAAP COMMUNITY MEDICAL CENTER M 6917 GAAP GEISINGER HEALTH L 56440 GAAP GEISINGER HEALTH M 62388 GAAP GEISINGER HEALTH R 1206379 GAAP GEISINGER HEALTH C 14110 GAAP GEISINGER INSURANCE CORPORATION RRG P 332 GAAP GEISINGER MEDICAL CENTER M 8442 GAAP GEISINGER MEDICAL CENTER K 32400 GAAP GEISINGER SYSTEM SERVICES M 1735316 GAAP GEISINGER SYSTEM SERVICES L 75 GAAP SCHEDULE R FORM 990, SCHEDULE R, PART V - TRANSACTIONS WITH RELATED ORGANIZATIONS: AS SHOWN IN FORM 990, SCHEDULE R, GEISINGER COMMONWEALTH SCHOOL OF MEDICINE IS CLOSELY AFFILIATED WITH SEVERAL OTHER ORGANIZATIONS. IN THE NORMAL COURSE OF THE OPERATIONS OF THESE AFFILIATED ORGANIZATIONS THERE ARE NUMEROUS INTERORGANIZATIONAL TRANSACTIONS, WHICH MAY INCLUDE SALES, EXCHANGES AND LEASES OF PROPERTY, EXTENSIONS OF CREDIT, FURNISHING OF GOODS, SERVICES AND FACILITIES, AND TRANSFERS OF ASSETS. THESE INTER ORGANIZATION TRANSACTIONS PROMOTE THE EFFICIENT OPERATION OF THE VARIOUS ORGANIZATIONS AND THE ATTAINMENT OF THEIR TAX EXEMPT PURPOSES. THESE TYPES OF INTER ORGANIZATION TRANSACTIONS WERE DESCRIBED TO THE INTERNAL REVENUE SERVICE IN A RULING APPLICATION AND WERE RECOGNIZED BY THE NATIONAL OFFICE OF THE IRS IN A SERIES OF GEISINGER PRIVATE RULINGS AS BEING ENTIRELY CONSISTENT WITH THE ORGANIZATIONS' TAX EXEMPT STATUS. ___________________________________________________________________________