2021-05-16T19:58:29-05:00 2020-06-30 990 2019-07-01 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 2021-05-12 2019 2022-09-23 18:48:47Z STEVEN J SCHEINMAN MD 100 N ACADEMY AVE MC 22-01 DANVILLE PA 178229800 43273643 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 9 6 261 6 0 9916042 8167878 29528875 33192727 1095755 1559876 178320 353162 40718992 43273643 3153927 3757693 0 21895521 23005368 0 0 13929712 14082722 38979160 40845783 1739832 2427860 137840193 128931101 42138288 43908808 95701905 85022293 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 29171019 3757693 33511039 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 HEALTHCARE 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 NON PROFIT AGENCIES AND TRAIN IN MEDICAL SETTINGS. THE REGIONAL CAMPUSES ARE SCRANTON, WILKES BARRE, DANVILLE AND GUTHRIE(SAYRE). FOR THEIR FIRST TWO YEARS, STUDENTS ARE PAIRED WITH A MULTI-GENERATIONAL FAMILY COPING WITH A DISABILITY OF CHRONIC ILLNESS. THIS IS DONE TO FACILITATE STUDENTS' UNDERSTANDING FROM THE ENTIRE FAMILY'S PERSPECTIVE. STUDENTS GAIN EARLY CLINICAL EXPERIENCE AS THEY WORK WITH A PHYSICIAN MENTOR DURING THREE ONE- WEEK ROTATIONS IN THE REGIONS DURING THEIR FIRST AND SECOND YEARS OF MEDICAL SCHOOL. STUDENTS ALSO PARTICIPATE IN A LONGITUDINAL COMMUNITY HEALTH INTERVENTION PROJECT WITHIN THEIR REGIONS TO GAIN RESEARCH EXPERIENCE, TO INVESTIGATE AND/OR SOLVE A COMMUNITY HEALTH ISSUE, TO MAKE AN IMMEDIATE IMPROVEMENT IN THEIR REGIONAL CAMPUS 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 COLLEGE'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 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. THE COLLEGE'S TEMPORARY CLOSURE, OF THE CAMPUS FOR IN PERSON CLASSES, RESULTED IN A DECISION TO REFUND A PRO-RATED AMOUNT OF CERTAIN FEES TO STUDENTS NO LONGER COMING INTO THE BUILDING. THE FUNDING SOURCE OF THESE REFUNDS WAS FEDERAL STIMULUS MONIES RECEIVED BY THE COLLEGE AS CARES 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 FINANCAIL 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. 1520607 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 PROGRAM, FOR STUDENTS ENTERING THEIR SECOND YEAR OF MEDICAL SCHOOL AT GCSOM. 2806827 STUDENT AFFAIRS: THE STUDENT AFFAIRS & FINANCIAL AID 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 STUDENT 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, AND ASSISTS WITH IDENTIFYING THE FINANCIAL RESOURCES NEEDED TO ACHIEVE THEIR INDIVIDUAL EDUCATIONAL GOALS. GEISINGER COMMONWEALTH SCHOOL OF MEDICINE COMMUNITY SERVICE SUMMARY JUNE 30, 2020 COST OF RESEARCH ACTIVITIES 509,529 COMMUNITY HEALTH, EDUCATION, AND OUTREACH 374,695 CASH AND IN-KIND CONTRIBUTIONS 60,775 VALUE OF VOLUNTEER HOURS 2,272,863 TOTAL COMMUNITY BENEFIT ACTIVITIES 3,217,862 33498453 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 767 0 true 261 true false false false false false false false false false false false false X 9 6 true false false false true true false true true false false true true true true true true true true false PA X ANNA M ARVAY CPA MBA 5705049695 525 PINE STREET SCRANTON PA 18509 JAEWON RYU MD JD DIRECTOR 40.00 X 0 3766472 835866 KEVIN V ROBERTS MBA CPA EVP, CFO, TR 40.00 X 0 1679991 360091 DAVID H LEDBETTER PHD FACMG DIRECTOR 40.00 X 0 1268292 266225 DAVID J FELICIO ESQUIRE EVP, CLO, SE 40.00 X 0 1077100 208192 STEVEN J SCHEINMAN MD PRESIDENT, D 40.00 X X 892110 0 196883 JANET TOWNSEND MD SR ASSOCIATE 40.00 X 373896 0 46230 LEIGHTON HUEY ASSOCIATE DE 40.00 X 368932 0 22640 HARRY WOLLMAN MD INTERIM SR A 40.00 X 370674 0 20333 VENARD SCOTT KOERWER EDD VICE DEAN GR 40.00 X 294389 0 54424 LORI R GRAMLEY ESQUIRE ACLO, ASST S 40.00 X 0 304113 30799 ANNA M ARVAY CPA MBA VP FINANCE, 40.00 X 285302 0 47056 WILLIAM JEFFRIES VP AA, VICE 40.00 X 290107 0 36389 JAMES G MICHAELS FORMER 5 HIG 40.00 X 0 275916 39669 DIANA CALLENDAR MBBS DM ASSOC DEAN, 40.00 X 280433 0 34843 DANIEL E LOHR ESQUIRE FORMER OFFIC 40.00 X 0 287662 20511 SHUBHRA M SHETTY REGIONAL ASS 40.00 X 249594 0 35821 IDA CASTRO JD FORMER KEY E 40.00 X 224300 0 26716 DAVID AVERILL PHD FORMER KEY E 40.00 X 210233 0 17241 MARISE GAROFALO FORMER KEY E 40.00 X 209942 0 10159 WILLIAM IOBST MD FACP VP AA, VICE 40.00 X 184792 0 23063 JOHN A ARNOTT CO-CHAIR MED 40.00 X 164320 0 19133 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 ROBERT J DIETZ CHAIR, DIREC 0.25 4.50 X 0 0 0 V CHRIS HOLCOMBE PE DIRECTOR 0.25 4.00 X 0 0 0 VIRGINIA MCGREGOR DIRECTOR, VI 0.25 4.25 X 0 0 0 4399024 8659546 2352284 59 true true false GUTHERIE MEDICAL GROUP PC 1 GUTHERIE SQUARE GUTHERIE PA 18840 ACADEMIC SUPORT 903886 BARUCH S BLUMBERG INSTITUTE 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 ACADEMIC SUPORT 212601 KRAYER DETECTIVE AGENCY INC 107 N APPLE ST DUNMORE PA 18512 PUBLIC SAFETY 205441 METZ CULINARY MANAGEMENT 2 WOODLAND DRIVE DALLAS PA 18612 FOODSERVICE 194770 ONE SOURCE STAFFING 1124 HIGHWAY 315 WILKES BARRE PA 18702 STAFFING SERV 185522 11 8160953 6925 8167878 TUITION AND FEES 611310 31381560 31381560 IC REVENUE/OTHER PROF SERV 621990 1811167 1811167 33192727 33306 33306 1526570 1526570 1526570 1526570 CONTRACT INCOME 900099 205482 205482 PARKING 900099 34850 34850 FORFEIT DEFERRED COMPENSATION 900099 33461 33461 79369 79369 353162 43273643 33511039 1594726 3757693 3757693 2543704 2035633 508071 1011019 1004737 6282 15935580 13784399 2151181 634706 547902 86804 1701888 1469134 232754 1178471 1005503 172968 89333 40 89293 152378 152378 38364 38364 3131780 2193246 938534 286394 4955 281439 799332 446544 352788 718326 415413 302913 719317 603522 115795 306811 220095 86716 35838 10630 25208 1145884 961421 184463 2783281 1563203 1220078 224181 161213 62968 INTER ENTITY EXP 2676229 2388807 287422 BOOKS LICENSE FEES 865876 822299 43577 STUDENT RECRUITING 60108 60108 CHEMICAL SUPPLIES 23555 23555 25735 18401 7334 40845783 33498453 7347330 0 1358095 1751828 11725915 4524138 4459597 133768 4944764 4996456 284275 1887120 1185709 1462471 83235639 10325547 73794391 72910092 5273693 5423125 34790969 34363318 22785 1478785 137840193 128931101 1245262 897351 138935 131516 34597156 35723727 5586 4965 6151349 7151249 42138288 43908808 X 85500536 84498553 10201369 523740 95701905 85022293 137840193 128931101 X 2427860 -3372740 -9734732 X X false true X true true true X false true false false false false true 153679 false true 2378 156057 false SCHEDULE C, PART II-B, LINE 1 LINE 1G: 150,000 OF EXPENDITURES ON LINE 1G REPRESENT FEES PAID PURSUANT TO A CONTRACT WITH TWO CONSULTANTS TO LOBBY ON BEHALF OF THE COLLEGE. THESE CONSULTANTS ASSIST WITH MEETINGS WITH LEGISLATORS TO KEEP THEM INFORMED ON ISSUES IN BOTH HEALTHCARE AND HIGHER EDUCATION AS WELL AS ASSISTING IN FUNDING SOURCES FOR THE COLLEGE. 3,679 OF EXPENDITURES ON LINE 1G REPRESENT THE WAGES AND BENEFITS OF THE COLLEGE'S 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. 114800 X X X DISPLAY FOR VIEWING false false true X 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 1184831 193655 11653 3733 1386406 1.00000 false true true 2314346 2314346 52673513 5030592 47642921 25576226 5048691 20527535 2671554 246264 2425290 72910092 34363318 F 34363318 DERIVATIVE OBLIGATION 5480920 INTERCOMPANY PAYABLES 1634700 ROU LEASE LIABILITY 35629 7151249 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 IN FY2020 GEISINGER COMMONWEALTH SCHOOL OF MEDICINE RECOGNIZED GRANT REVENUE FROM FEDERAL AND STATE GOVERNMENTS IN THE AMOUNT OF 8,160,953. true SCHOLARSHIPS 359 3637079 CARES GRANT 128 120614 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 SCHOLAR AND THE GEISINGER PRIMARY CARE SCHOLAR PROGRAMS. RECIPIENTS OF ABIGAIL GEISINGER SCHOLARS PROGRAM RECEIVE TUITION AND FEES FOR UP TO FOUR YEARS OF STUDY. RECIPIENTS OF THE GEISINGER PRIMARY CARE 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 BOTH PROGRAMS 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 BOTH PROGRAMS AND THOSE STUDENTS ARE THEN PRESENTED TO THE SELECTION COMMITTEE FOR REVIEW AND SELECTION. SCHEDULE I PART I LINE 2 SUPPLEMENTAL INFORMATION CARES GRANT GCSOM HAS SIGNED AND RETURNED THE RECIPIENT'S FUNDING CERTIFICATION AND AGREEMENT REGARDING EMERGENCY FINANCIAL AID GRANTS TO STUDENTS UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY (CARES) ACT TO THE US DEPARTMENT OF EDUCATION EMERGENCY FINANCIAL AID GRANTS. GCSOM RECEIVED 160,135 UNDER SECTION 18004(A)(1) OF THE CARES ACT. THE TOTAL AMOUNT OF EMERGENCY FINANCIAL AID GRANTS DISTRIBUTED TO STUDENTS UNDER SECTION 18004 (A)(1) OF THE CARES ACT WAS 120,614 TO 128 STUDENTS. THIS REPRESENTS 75% OF THE TOTAL GCSOM RECEIVED UNDER SECTION 18004(A)(1). GEISINGER COMMONWEALTH SCHOOL OF MEDICINE CONSIDERED ANY STUDENT ENROLLED AND IN GOOD STANDING AS OF MARCH 16, 2020 AND WHO HAD A COMPLETED FAFSA ON RECORD AS ELIGIBLE TO APPLY FOR AN EMERGENCY FINANCIAL AID GRANT. GCSOM EXCLUDED ONLY THOSE STUDENTS PURSUING A MASTER'S DEGREE COMPLETELY ONLINE. STUDENTS WERE ASKED TO SUBMIT AN APPLICATION INDICATING THE DOLLAR AMOUNT THEY WERE REQUESTING IN ASSISTANCE. ELIGIBLE STUDENTS WHO APPLIED FOR 999.00 OR LESS WERE FUNDED THE AMOUNT INDICATED ON THEIR APPLICATION. ELIGIBLE STUDENTS WHO APPLIED FOR 1,000.00 OR MORE WERE FUNDED AT THE MAXIMUM ELIGIBILITY AMOUNT OF 1,000.00 UNTIL ALL THE FUNDING WAS DEPLETED. X true true X X X X X X true true false false false false false false false JAEWON RYU MD JD DIRECTOR 2929724 500000 336748 807386 28480 4602338 260854 KEVIN V ROBERTS MBA CPA EVP, CFO, TREASURER 1536111 143880 329887 30204 2040082 DAVID H LEDBETTER PHD FACMG DIRECTOR 965082 303210 219884 46341 1534517 233668 DAVID J FELICIO ESQUIRE EVP, CLO, SECRETARY 782115 294985 182465 25727 1285292 235495 STEVEN J SCHEINMAN MD PRESIDENT, DEAN, DIR 847009 45101 192387 4496 1088993 JANET TOWNSEND MD SR ASSOCIATE DEAN 344288 29608 19884 26346 420126 LEIGHTON HUEY ASSOCIATE DEAN, BHI 326677 42255 19884 2756 391572 HARRY WOLLMAN MD INTERIM SR ASSOC DEA 352082 18592 19884 449 391007 VENARD SCOTT KOERWER EDD VICE DEAN GRAD EDUC/ 285854 8535 19884 34540 348813 LORI R GRAMLEY ESQUIRE ACLO, ASST SECTY 270559 33554 19884 10915 334912 ANNA M ARVAY CPA MBA VP FINANCE, CFO 277877 7425 19884 27172 332358 WILLIAM JEFFRIES VP AA, VICE DEAN MED 274686 15421 19884 16505 326496 JAMES G MICHAELS FORMER 5 HIGHEST 270348 5568 19884 19785 315585 DIANA CALLENDAR MBBS DM ASSOC DEAN, UME 242027 38406 18941 15902 315276 DANIEL E LOHR ESQUIRE FORMER OFFICER 285686 1976 19884 627 308173 SHUBHRA M SHETTY REGIONAL ASSOC DEAN 227809 21785 17564 18257 285415 IDA CASTRO JD FORMER KEY EMPLOYEE 197785 26515 14622 12094 251016 DAVID AVERILL PHD FORMER KEY EMPLOYEE 181880 28353 12036 5205 227474 MARISE GAROFALO FORMER KEY EMPLOYEE 94107 115835 5322 4837 220101 WILLIAM IOBST MD FACP VP AA, VICE DEAN MED 175185 9607 11127 11936 207855 JOHN A ARNOTT CO-CHAIR MED ED 117670 46650 9448 9685 183453 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 0 260,854 0 DAVID H. LEDBETTER, PHD, FACMG 0 233,668 0 DAVID J. FELICIO, ESQUIRE 0 235,495 0 JANET TOWNSEND, MD 0 6,484 0 VENARD SCOTT KOERWER, EDD 0 3,443 0 ANNA M. ARVAY, CPA, MBA 0 2,823 0 DIANA CALLENDAR, MBBS. DM 0 1,892 0 MARISE GAROFALO 98,560 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 JUNE 30, 2020 OF 1,958,191,188, 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 HOLY SPIRIT HOSPITAL EIN: 23-1512747 GEISINGER COMMONWEALTH SCHOOL OF MEDICINE EIN: 26-0812968 GEISINGER JERSEY SHORE HOSPITAL EIN: 24-0792115 ATLANTICARE REGIONAL MEDICAL CENTER EIN: 21-0634549 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 HEALTHCARE 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 NON PROFIT AGENCIES AND TRAIN IN MEDICAL SETTINGS. THE REGIONAL CAMPUSES ARE SCRANTON, WILKES BARRE, DANVILLE AND GUTHRIE(SAYRE). FOR THEIR FIRST TWO YEARS, STUDENTS ARE PAIRED WITH A MULTI-GENERATIONAL FAMILY COPING WITH A DISABILITY OF CHRONIC ILLNESS. THIS IS DONE TO FACILITATE STUDENTS' UNDERSTANDING FROM THE ENTIRE FAMILY'S PERSPECTIVE. STUDENTS GAIN EARLY CLINICAL EXPERIENCE AS THEY WORK WITH A PHYSICIAN MENTOR DURING THREE ONE- WEEK ROTATIONS IN THE REGIONS DURING THEIR FIRST AND SECOND YEARS OF MEDICAL SCHOOL. STUDENTS ALSO PARTICIPATE IN A LONGITUDINAL COMMUNITY HEALTH INTERVENTION PROJECT WITHIN THEIR REGIONS TO GAIN RESEARCH EXPERIENCE, TO INVESTIGATE AND/OR SOLVE A COMMUNITY HEALTH ISSUE, TO MAKE AN IMMEDIATE IMPROVEMENT IN THEIR REGIONAL CAMPUS 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 COLLEGE'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 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. THE COLLEGE'S TEMPORARY CLOSURE, OF THE CAMPUS FOR IN PERSON CLASSES, RESULTED IN A DECISION TO REFUND A PRO-RATED AMOUNT OF CERTAIN FEES TO STUDENTS NO LONGER COMING INTO THE BUILDING. THE FUNDING SOURCE OF THESE REFUNDS WAS FEDERAL STIMULUS MONIES RECEIVED BY THE COLLEGE AS CARES 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 FINANCAIL 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 PROGRAM, FOR STUDENTS ENTERING THEIR SECOND YEAR OF MEDICAL SCHOOL AT GCSOM. FORM 990, PAGE 2, PART III, LINE 4C STUDENT AFFAIRS: THE STUDENT AFFAIRS & FINANCIAL AID 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 STUDENT 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, AND ASSISTS WITH IDENTIFYING THE FINANCIAL RESOURCES NEEDED TO ACHIEVE THEIR INDIVIDUAL EDUCATIONAL GOALS. GEISINGER COMMONWEALTH SCHOOL OF MEDICINE COMMUNITY SERVICE SUMMARY JUNE 30, 2020 COST OF RESEARCH ACTIVITIES 509,529 COMMUNITY HEALTH, EDUCATION, AND OUTREACH 374,695 CASH AND IN-KIND CONTRIBUTIONS 60,775 VALUE OF VOLUNTEER HOURS 2,272,863 TOTAL COMMUNITY BENEFIT ACTIVITIES 3,217,862 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 2019 REPORTING PERIOD ON BEHALF OF ITSELF AND ITS AFFILIATES WAS 1,633. THE RESPONSE ENTERED ON LINE 1A FOR THE ORGANIZATION INCLUDES ONLY THOSE FORM 1099S FILED UNDER THE ORGANIZATION'S EIN, WHICH INCLUDED 766 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? DAVID J. FELICIO, ESQUIRE, JAEWON RYU, MD, JD, KEVIN V. ROBERTS, MBA, CPA, LORI R. GRAMLEY, ESQUIRE, ROBERT J. DIETZ, 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 AFFILIATES OF THE ENTITY. ALL OF THE AFFILIATES ARE PART OF GEISINGER. FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE 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 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 LEGAL OFFICER AND REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEES AND 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 BOARD DECIDES IF A CONFLICT EXISTS AND TAKES APPROPRIATE ACTION. THE INDIVIDUAL DISCLOSING THE FINANCIAL INTEREST IS ABSENT DURING THE 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 TO PARENT GEISINGER HEALTH UNRESTRICTED -34,203 TRANSFER TO PARENT GEISINGER HEALTH TEMP REST FUND -7,567,284 TRANSFER TO PARENT GEISIGNER HEALTH PERM REST FUND -2,133,245 TOTAL -9,734,732 FORM 990 PART XI LINE 9 OTHER CHANGE IN NET ASSETS GCSOM TRANSFERRED ITS BALANCE IN PERMANENT ENDOWMENTS AND TEMPORARY RESTRICTED GIFTS TO GEISINGER HEALTH (GH), PARENT OF THE ORGANIZATION AS OF JULY 1, 2019. GH REPORTS THE CONTRIBUTIONS ON ITS FORM 990 FOR FISCAL YEAR 2020. GCSOM IS REPORTING ANY INTERCOMPANY REVENUE TRANSFERRED FROM GH TO GCSOM AS INTERCOMPANY REVENUE ON PART VIII LINE 2. 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 AUDIT ACT OR 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 JERSEY SHORE HOSPITAL FND 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232480603 HEALTHCARE PA 501C3 3 GH false GEISINGER MEDICAL CENTER MUNCY 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 851226106 HOSPITAL PA 501C3 3 GH 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 ATLANTICARE BEHAVORIAL HEALTH INC 2511 FIRE ROAD EGG HARBOR TOWNSHIP NJ 08234 210721208 HEALTHCARE NJ 501C3 7 ARHS false ATLANTICARE FOUNDATION INC 6725 DELILAH ROAD EGG HARBOR TOWNSHIP NJ 08234 222148992 SUPPORT AR NJ 501C3 7 AH SYSTEM false ATLANTICARE HEALTH ENGAGEMENT INC 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 611608389 HEALTHCARE NJ 501C3 12A AH SYSTEM false ATLANTICARE HEALTH SERVICES INC 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 223265214 HEALTHCARE NJ 501C3 10 ARHS false ATLANTICARE HEALTH SYSTEM INC 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 223265213 SUPPORT AR NJ 501C3 12A GH false ATLANTICARE REGIONAL MEDICAL CENTER 1925 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 GEISINGER-SCA HOLDINGS LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 461615328 MANAGEMENT DE 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 INSURANCE 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 true true false false false false false false false true true true false false true false false false GEISINGER CLINIC M 621684 GAAP GEISINGER MEDICAL CENTER M 11520 GAAP GEISINGER SYSTEM SERVICES M 1347107 GAAP ISS SOLUTIONS INC M 98241 GAAP GEISINGER ASSURANCE COMPANY M 141977 GAAP GEISINGER WYOMING VALLEY MEDICAL CT M 1319 GAAP GEISINGER HEALTH C 1730880 GAAP GEISINGER HEALTH L 80287 GAAP GEISINGER HEALTH B 34203 GAAP GEISINGER HEALTH M 56814 GAAP ATLANTICARE REGIONAL MEDICAL CENTER M 545787 GAAP GEISINGER MEDICAL CENTER K 7928 GAAP GEISINGER INSURANCE CORPORATION RRG P 283 GAAP HOLY SPIRIT HOSPITAL P 50000 GAAP GEISINGER HEALTH B 7567284 GAAP GEISINGER HEALTH B 2133245 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. ___________________________________________________________________________