2021-11-11T08:48:09-06:00 2020-12-31 990 2020-07-01 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 2021-11-05 KEVIN ROBERTS XXX-XX-XXXX 2020 2022-09-23 18:48:47Z STEVEN J SCHEINMAN MD 100 N ACADEMY AVE MC 22-01 DANVILLE PA 178229800 23002027 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 5 251 6 0 8167878 4447412 33192727 16570262 1559876 1811509 353162 172844 43273643 23002027 3757693 1749442 0 23005368 11716359 0 0 14082722 6744476 40845783 20210277 2427860 2791750 128931101 142396320 43908808 47959403 85022293 94436917 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 14503585 1749442 16709423 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 ALSO COLLABORATES WITH THE UNIVERSITY OF SCIENCES TO OFFER MASTER'S LEVEL DEGREE AND CERTIFICATE PROGRAMS IN GENETICS, HEALTH INFORMATICS AND HEALTH ADMINISTRATION. 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 SCRANTON, WILKES-BARRE, DANVILLE, GUTHRIE(SAYRE), AND ATLANTICARE. FOR THEIR FIRST TWO YEARS, 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 DURING THE SECOND YEAR IN THE LONGITUDINAL CLINICAL EXPERIENCE IN PRIMARY CARE CLINICS. STUDENTS ALSO PARTICIPATE IN A LONGITUDINAL COMMUNITY HEALTH INTERVENTION PROJECT TO GAIN RESEARCH 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 ARE REQUIRED TO COMPLETE 100 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 THREE FORMATS, FULL TIME, PART TIME OR ONLINE. 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 PUBLIC HEALTH, SCIENTIFIC RESEARCH OR IN OTHER HEALTH AND HEALTH-RELATED INDUSTRIES (SUCH AS LIFE SCIENCES,PHARMACEUTICALS OR MEDICAL DEVICE FIRMS). 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. A DECISION WAS MADE TO REIMBURSE THE STUDENTS THEIR GRADUATION FEES AND GIVE REFUNDS FOR ADJUSTED TUITION FOR MBS STUDENTS TAKING SUMMER COURSES. THE FUNDING SOURCE OF THESE REFUNDS WAS FEDERAL STIMULUS MONIES RECEIVED BY THE SCHOOL AS CARES ACT INSTITUTIONAL AID. 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. 756197 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 WHO ARE SEEKING RESEARCH ASSISTANTS ARE DESCRIBED BELOW. 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. 1435582 25909 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 CAREER ADVISING AND PLANNING. GEISINGER COMMONWEALTH SCHOOL OF MEDICINE COMMUNITY SERVICE SUMMARY DECEMBER 31, 2020 COST OF RESEARCH ACTIVITIES 177,145 COMMUNITY HEALTH, EDUCATION, AND OUTREACH 233,480 CASH AND IN-KIND CONTRIBUTIONS 12,557 VALUE OF VOLUNTEER HOURS 1,697,016 TOTAL COMMUNITY BENEFIT ACTIVITIES 2,120,198 16695364 true true 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 813 0 true 251 true false false false false false false false false false false true false X 8 5 true false true 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 0.00 40.00 X 0 3203093 840094 KEVIN V ROBERTS MBA CPA EVP, CFO, TR 0.00 40.00 X 0 1882714 369951 DAVID H LEDBETTER PHD FACMG DIRECTOR 0.00 40.00 X 0 1441186 266216 DAVID J FELICIO ESQUIRE FORMER OFFIC 0.00 40.00 X 0 1533441 23238 STEVEN J SCHEINMAN MD PRESIDENT, D 40.00 0.00 X X 1177786 0 198255 DANIEL E LOHR ESQUIRE FORMER OFFIC 0.00 40.00 X 0 543748 20957 STEVEN B BENDER ESQUIRE CLO, SECRETA 0.00 40.00 X 0 409979 114735 WILLIAM JEFFRIES VP ACADAFF,V 40.00 0.00 X 406237 0 42359 JANET TOWNSEND MD SR ASSOC DEA 40.00 0.00 X 375161 0 44836 LEIGHTON HUEY AD BEHAV HLT 40.00 0.00 X 369868 0 27734 LORI R GRAMLEY ESQUIRE ACLO, ASST S 0.00 40.00 X 0 330159 31545 VENARD SCOTT KOERWER EDD VD GRAD PRGM 40.00 0.00 X 295304 0 52150 JAMES G MICHAELS FORMER 5 HIG 0.00 40.00 X 0 298500 42352 ANNA M ARVAY CPA MBA VP FINANCE&A 40.00 0.00 X 289277 0 49817 MARK WHITE MD MPH UME FACULTY 40.00 0.00 X 275672 0 48651 SHUBHRA M SHETTY REG ASSOC DE 40.00 0.00 X 255960 0 37299 JENNIFER JOYCE MD FAAFP UME FACULTY 40.00 0.00 X 252982 0 27351 IDA CASTRO JD FORMER KEY E 40.00 0.00 X 230375 0 24806 DAVID AVERILL PHD FORMER KEY E 40.00 0.00 X 202683 0 16063 JOHN A ARNOTT CHAIR, DEPT 40.00 0.00 X 182735 0 11345 DIANA CALLENDAR MBBS DM FORMER KEY E 40.00 0.00 X 114480 0 13459 MARISE GAROFALO FORMER KEY E 40.00 0.00 X 108562 0 98 ROBERT J DIETZ DIRECTOR 0.25 4.00 X 0 0 0 DAVID B NASH MD MBA DIRECTOR 0.25 0.00 X 0 0 0 DEBORAH E POWELL MD DIRECTOR 0.25 0.00 X 0 0 0 PEDRO J GREER JR MD DIRECTOR 0.25 0.00 X 0 0 0 VIRGINIA MCGREGOR CHAIR, DIREC 0.25 4.00 X 0 0 0 V CHRIS HOLCOMBE PE DIRECTOR 0.25 3.75 X 0 0 0 4537082 9642820 2303311 58 true true false BARUCH S BLUMBERG INSTITUTE 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 ACADEMIC SUPORT 332180 GUTHRIE MEDICAL GROUP PC 1 GUTHRIE SQUARE GUTHRIE PA 18840 ACADEMIC SUPORT 301160 KRAYER DETECTIVE AGENCY INC 107 N APPLE ST DUNMORE PA 18512 PUBLIC SAFETY 201145 THOMAS JEFFERSON UNIVERSITY 901 WALNUT ST PHILADELPHIA PA 19107 ACADEMIC SUPPOR 154943 ONE SOURCE STAFFING 1124 HIGHWAY 315 WILKES BARRE PA 18702 STAFFING SERV 148278 11 4437412 10000 4447412 TUITION AND FEES 611310 15991600 15991600 IC REVENUE 621990 578662 578662 16570262 24153 24153 1787356 1787356 1787356 1787356 CONTRACT INCOME 900099 115184 115184 STUDENT DISPLACEMENT REIMBURS 900099 27727 27727 REBATES 900099 16316 16316 13617 5843 7774 172844 23002027 16735332 1819283 1749442 1749442 1296076 1036963 259113 232836 229762 3074 8118427 7161268 957159 452378 395201 57177 1112463 971857 140606 504179 411946 92233 49130 49130 7700 7700 1136 1136 41249 41249 1288635 975316 313319 157711 121816 35895 319684 120049 199635 491490 360838 130652 316145 269097 47048 27778 22569 5209 687654 585318 102336 1543461 711227 832234 116573 64068 52505 INTER ENTITY EXP 1177126 1023380 153746 BOOKS LICENSE FEES 458137 447212 10925 GUEST LECTURERS 31400 31400 OTHER TAXES 22832 22832 6635 6635 20210277 16695364 3514913 0 1751828 2072954 4524138 2620781 133768 51719 4996456 12373333 1887120 4581300 1462471 1230584 83471927 11881397 72910092 71590530 5423125 6322005 34363318 39813266 1478785 1739848 128931101 142396320 897351 888929 131516 4132113 35723727 36894337 4965 4601 7151249 6039423 43908808 47959403 X 84498553 93822849 523740 614068 85022293 94436917 128931101 142396320 2791750 6622874 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 772 false true 1136 1908 false SCHEDULE C, PART II-B, LINE 1 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. 114800 X X X DISPLAY FOR VIEWING false false true X 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 1386406 512049 204200 29398 50214 4263 2018780 1.00000 false true true 2314346 2314346 52748390 5768349 46980041 26185740 5830736 20355004 2223451 282312 1941139 71590530 39813266 F 39813266 DERIVATIVE OBLIGATION 4823765 INTERCOMPANY PAYABLES 1199261 ROU LEASE LIABILITY 16397 6039423 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 APPRECIAITON 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 "SYSTEM- OR "GEISINGER", SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH "GH" AS PARENT AND ALL SUBSIDIARY ENTITIES COMPRISING THE SYSTEM. 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 SHORT PERIOD BEGINNING JULY 1, 2020 AND ENDING DECEMBER 31, 2020, GEISINGER COMMONWEALTH SCHOOL OF MEDICINE RECOGNIZED GRANT REVENUE FROM FEDERAL AND STATE GOVERNMENTS IN THE AMOUNT OF 4,437,412. INCLUDED IN THIS AMOUNT IS THE CORONAVIRUS AID, RELIEF, AND ECONOMICS SECURITY (CARES) GRANT OF 339,965 UNDER 18004 (A) (3) , THE PA GOVERNOR'S EMERGENCY EDUCATION RELIEF (GEER) GRANT OF 9,076 AND HEALTH RESOURCES AND SERVICE ADMINISTRATION (HRSA) COVID FUNDS OF 12,523 . true SCHOLARSHIPS 218 1749442 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 ABIGAIL GEISINGER SCHOLARS PROGRAM WHO HAVE NOT 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 WHO COMMIT TO A SPECIALTY IN FAMILY MEDICINE, INTERNAL MEDICINE, MEDICINE/PEDIATRICS, OR PSYCHIATRY THROUGH THE ABIGAIL GEISINGER SCHOLARS PROGRAM RECEIVE TUITION, FEES, AND 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. 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. X X X X X X true true false false false false false false false JAEWON RYU MD JD DIRECTOR 2900262 302831 810771 29323 4043187 239039 KEVIN V ROBERTS MBA CPA EVP, CFO, TREASURER 1490425 310003 82286 339451 30500 2252665 DAVID H LEDBETTER PHD FACMG DIRECTOR 926162 200000 315024 223146 43070 1707402 243928 DAVID J FELICIO ESQUIRE FORMER OFFICER 182951 55278 1295212 17757 5481 1556679 357000 STEVEN J SCHEINMAN MD PRESIDENT, DEAN, DIR 819259 172503 186024 196102 2153 1376041 146808 DANIEL E LOHR ESQUIRE FORMER OFFICER 370625 170000 3123 20142 815 564705 STEVEN B BENDER ESQUIRE CLO, SECRETARY 360976 49003 97643 17092 524714 WILLIAM JEFFRIES VP ACADAFF,VDEAN MED 382061 24176 20142 22217 448596 JANET TOWNSEND MD SR ASSOC DEAN FACAFF 335467 39694 20142 24694 419997 LEIGHTON HUEY AD BEHAV HLTH&COMCAR 326576 43292 20142 7592 397602 LORI R GRAMLEY ESQUIRE ACLO, ASST SECTY 276263 53896 20142 11403 361704 VENARD SCOTT KOERWER EDD VD GRAD PRGM/VP STRA 290441 4863 20142 32008 347454 JAMES G MICHAELS FORMER 5 HIGHEST 292385 6115 20142 22210 340852 ANNA M ARVAY CPA MBA VP FINANCE&ADMIN,CFO 284135 5142 20142 29675 339094 MARK WHITE MD MPH UME FACULTY 243078 32594 19783 28868 324323 SHUBHRA M SHETTY REG ASSOC DEAN,NORTH 235034 20926 18046 19253 293259 JENNIFER JOYCE MD FAAFP UME FACULTY 249565 3417 17083 10268 280333 IDA CASTRO JD FORMER KEY EMPLOYEE 204862 25513 14887 9919 255181 DAVID AVERILL PHD FORMER KEY EMPLOYEE 185475 17208 11572 4491 218746 JOHN A ARNOTT CHAIR, DEPT MED EDUC 126844 55891 10789 556 194080 DIANA CALLENDAR MBBS DM FORMER KEY EMPLOYEE 92143 22337 5736 7723 127939 MARISE GAROFALO FORMER KEY EMPLOYEE 108562 98 108660 SCHEDULE J, PAGE 1, PART I, LINE 4 JAEWON RYU, MD, JD 0 239,039 0 DAVID H. LEDBETTER, PHD, FACMG 0 243,928 0 DAVID J. FELICIO, ESQUIRE 679,965 575,879 0 STEVEN J. SCHEINMAN, MD 0 146,808 0 MARISE GAROFALO 106,445 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 FORM 990, THE TERMS "GEISINGER- AND "SYSTEM" REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH "GH" AS PARENT AND ALL SUBSIDIARY CORPORATIONS COMPRISING THE SYSTEM. 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, 2020 OF 1,762,906,662, 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 ALSO COLLABORATES WITH THE UNIVERSITY OF SCIENCES TO OFFER MASTER'S LEVEL DEGREE AND CERTIFICATE PROGRAMS IN GENETICS, HEALTH INFORMATICS AND HEALTH ADMINISTRATION. 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 SCRANTON, WILKES-BARRE, DANVILLE, GUTHRIE(SAYRE), AND ATLANTICARE. FOR THEIR FIRST TWO YEARS, 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 DURING THE SECOND YEAR IN THE LONGITUDINAL CLINICAL EXPERIENCE IN PRIMARY CARE CLINICS. STUDENTS ALSO PARTICIPATE IN A LONGITUDINAL COMMUNITY HEALTH INTERVENTION PROJECT TO GAIN RESEARCH 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 ARE REQUIRED TO COMPLETE 100 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 THREE FORMATS, FULL TIME, PART TIME OR ONLINE. 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 PUBLIC HEALTH, SCIENTIFIC RESEARCH OR IN OTHER HEALTH AND HEALTH-RELATED INDUSTRIES (SUCH AS LIFE SCIENCES,PHARMACEUTICALS OR MEDICAL DEVICE FIRMS). 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. A DECISION WAS MADE TO REIMBURSE THE STUDENTS THEIR GRADUATION FEES AND GIVE REFUNDS FOR ADJUSTED TUITION FOR MBS STUDENTS TAKING SUMMER COURSES. THE FUNDING SOURCE OF THESE REFUNDS WAS FEDERAL STIMULUS MONIES RECEIVED BY THE SCHOOL AS CARES ACT INSTITUTIONAL AID. 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 WHO ARE SEEKING RESEARCH ASSISTANTS ARE DESCRIBED BELOW. 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 CAREER ADVISING AND PLANNING. GEISINGER COMMONWEALTH SCHOOL OF MEDICINE COMMUNITY SERVICE SUMMARY DECEMBER 31, 2020 COST OF RESEARCH ACTIVITIES 177,145 COMMUNITY HEALTH, EDUCATION, AND OUTREACH 233,480 CASH AND IN-KIND CONTRIBUTIONS 12,557 VALUE OF VOLUNTEER HOURS 1,697,016 TOTAL COMMUNITY BENEFIT ACTIVITIES 2,120,198 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 2020 REPORTING PERIOD ON BEHALF OF ITSELF AND ITS AFFILIATES WAS 1,542. THE RESPONSE ENTERED ON LINE 1A FOR THE ORGANIZATION INCLUDES ONLY THOSE FORM 1099S FILED UNDER THE ORGANIZATION'S EIN, WHICH INCLUDED 813 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, THREE 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? JAEWON RYU, MD, JD, KEVIN V. ROBERTS, MBA, CPA, LORI R. GRAMLEY, ESQUIRE, ROBERT J. DIETZ, 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 4 THE ORGANIZATION, A SUBSIDIARY OF GEISINGER HEALTH, AMENDED THE OFFICERS SECTION OF THE CORPORATE BYLAWS TO REQUIRE THAT THE CHAIR OF EACH BOARD BE, AT ALL TIMES, A GEISINGER HEALTH DIRECTOR AND THAT THE CHAIR OF THE BOARD MAY BE REMOVED BY THE GEISINGER HEALTH BOARD OF DIRECTORS AT ANY TIME WITH OR WITHOUT CAUSE. THE ORGANIZATION ALSO AMENDED THE STANDING COMMITTEE SECTION OF THE CORPORATE BYLAWS TO REQUIRE THAT ALL STANDING COMMITTEE CHAIRS BE, AT ALL TIMES, A GEISINGER HEALTH DIRECTOR AND THAT THE STANDING COMMITTEE CHAIRS BE NOMINATED FROM AMONG THOSE DIRECTORS CURRENTLY SERVING AS MEMBERS OF THE GEISINGER HEALTH BOARD OF DIRECTORS. STANDING COMMITTEE CHAIRS AND VICE-CHAIRS MAY BE REMOVED BY THE GEISINGER HEALTH BOARD OF DIRECTORS AT ANY TIME WITH OR WITHOUT CAUSE. SUCCESSOR CHAIRS AND VICE-CHAIRS SHALL BE APPOINTED CONSISTENT WITH THE APPLICABLE PROVISIONS OF THE BYLAWS. GEISINGER COMMONWEALTH SCHOOL OF MEDICINE ALSO AMENDED SECTION 4.05 OF IT'S BYLAWS TO PROVIDE THAT THE BOARD OF DIRECTORS SHALL CONSIST OF: THE PRESIDENT AND DEAN OF THE CORPORATION; GEISINGER HEALTH'S PRESIDENT AND CEO; THREE (3) DIRECTORS WHO ARE MEMBERS OF THE GEISINGER HEALTH BOARD OF DIRECTORS; FOUR (4) INDEPENDENT DIRECTORS, AT LEAST TWO (2) OF WHOM HAVE A MEDICAL EDUCATION BACKGROUND; ONE (1) DIRECTOR APPOINTED BY THE GEISINGER HEALTH BOARD OF DIRECTORS; AND SUCH NUMBER OF ADDITIONAL DIRECTORS AS THE MEMBERS MAY FROM TIME TO TIME DETERMINE. THIS AMENDMENT REFLECTS AN INCREASE IN THE NUMBER OF DIRECTORS FROM 9 TO 10, THE REMOVAL OF GEISINGER'S EXECUTIVE VICE-PRESIDENT, CHIEF SCIENTIFIC OFFICER (EX-OFFICIO DIRECTORS) AS A DIRECTOR, AN ADDITIONAL DIRECTOR WHO IS ALSO A DIRECTOR OF THE GEISINGER HEALTH BOARD OF DIRECTORS, AND THE APPOINTMENT OF AN ADDITIONAL DIRECTOR BY THE GEISINGER HEALTH 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 15 PA. C.S.A. SUPBCHATER E OF THE 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 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 MOUNTAIN VIEW NURSING HOME INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232568288 LNGTM CARE PA 501C3 10 GH false GEISINGER-BLOOMSBURG HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232193572 HOSPITAL PA 501C3 3 GH false GEISINGER-BLOOMSBURG HEALTHCARE CTR 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232242854 SKILLED NU PA 501C3 10 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 HEALTH CARE CORP OF NORTHEAST PA 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232337286 SUPPORT SV PA 501C3 12A CMC false HOLY SPIRIT HEALTH SYSTEM 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 251865142 PHILANTHRO PA 501C3 12A GH false HOLY SPIRIT HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231512747 HOSPITAL PA 501C3 3 HSHS false HOLY SPIRIT CORPORATION 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232214540 HOLDING CO PA 501C2 HSHS false SPIRIT PHYSICIAN SERVICES INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 251766971 PHYSN SVCS PA 501C3 10 HSHS 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 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PACIFIC AVENUE ATLANTIC CITY NJ 08401 210634549 HOSPITAL NJ 501C3 3 ARHS false ATLANTICARE PHYSICIAN GROUP PA 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 020701782 HEALTHCARE NJ 501C3 10 AH SYSTEM false ATLANTICARE REGIONAL HEALTH SERVICE 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 800834222 HOLDING CO NJ 501C3 12A AH SYSTEM false COOPERATIVE HOME HLTH CARE ATL CNTY 6550 DELILAH ROAD SUITE 304 EGG HARBOR TOWNSHIP NJ 08234 233836022 HOME HEALT NJ 501C3 10 AH SYSTEM 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 CAMP HILL AMBULATORY CENTERS 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 521597478 HEALTHCARE PA N/A false false GRANDVIEW SURGERY CENTER LTD 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 521597483 HEALTHCARE PA N/A false false LACKAWANNA PHYS AMB SURG CTRLLC 569 BROOKWOOD VILLAGE SUITE 901 BIRMINGHAM AL 35209 233024998 HEALTHCARE PA N/A false false ATLANTICARE SURGERY CENTER LLC 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 223491867 HEALTHCARE NJ N/A false false COOPERATIVE HEALTH SRVS OF S JERSEY 1301 ATLANTIC AVENUE ATLANTIC CITY NJ 08401 223619231 PURCHASING NJ 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 SOUTHERN JERSEY MEDICAL PROPERTIES 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 383830843 REAL ESTAT NJ 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 HOLY SPIRIT VENTURES INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232407709 MED. SERV. PA N/A false ENGLISH CREEK ASSURANCE LTD 44 CHURCH STREET HM12 HAMILTON BERMUDA BERMUDA BD 980656394 FINANCIAL BD N/A false ATLANTICARE HEALTH SOLUTIONS INC 2500 ENGLISH CREEK AVENUE BLDG 500 EGG HARBOR TOWNSHIP NJ 08234 383856295 ACO/HEALTH NJ N/A false ATLANTICARE ASSURANCE ALLIANCE INC 2500 ENGLISH CREEK AVENUE BLDG 500 EGG HARBOR TOWNSHIP NJ 08234 463730123 HEALTHCARE NJ N/A false false false false false false false false false false false true true true false false true false true false GEISINGER CLINIC M 141404 GAAP GEISINGER MEDICAL CENTER M 4262 GAAP GEISINGER SYSTEM SERVICES M 820194 GAAP GEISINGER HEALTH L 60409 GAAP GEISINGER HEALTH M 29336 GAAP GEISINGER MEDICAL CENTER K 10350 GAAP GEISINGER INSURANCE CORPORATION RRG P 147 GAAP GEISINGER SYSTEM SERVICES L 73 GAAP GEISINGER HEALTH R 518180 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. ___________________________________________________________________________