HOLY SPIRIT HEALTH SYSTEM: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- HOLY SPIRIT HEALTH SYSTEM (EIN 25-1865142)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-16
- IRS object ID
- 201611379349300826
- Schema version
- 2014v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule N
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-16T07:53:38-05:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251865142 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HOLY SPIRIT HEALTH SYSTEM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HOLY | BusinessNameControlTxt |
| Phone | 5702716461 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH ACADEMY AVENUE MC 49-70 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17822 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID J FELICIO ESQUIRE | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 5702716461 | PhoneNum |
| Signature | 2016-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS C GREEN CPA JD | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | SISTER ROMAINE NIEMEYER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 NORTH ACADEMY AVENUE MC 49-70 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17822 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $93,179,557 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HSH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1999 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE RESOURCES FOR THE RESTORATION AND MAINTENANCE OF HEALTH AND THE PREVENTION OF DISEASE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 8 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $15,897,679 | PYContributionsGrantsAmt |
| CY Contributions Grants | $87,646,709 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $322,407 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,315,732 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,789,363 | PYOtherRevenueAmt |
| CY Other Revenue | $1,120,778 | CYOtherRevenueAmt |
| PY Total Revenue | $18,009,449 | PYTotalRevenueAmt |
| CY Total Revenue | $93,083,219 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $16,418,705 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $35,144,625 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,329,727 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,312,060 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $112,490 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $484,475 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,069,814 | PYOtherExpensesAmt |
| CY Other Expenses | $470,801 | CYOtherExpensesAmt |
| PY Total Expenses | $18,930,736 | PYTotalExpensesAmt |
| CY Total Expenses | $36,927,486 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$921,287 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $56,155,733 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,181,589 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,061,224 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $348,247 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $250,712 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,833,342 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,810,512 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | HOLY SPIRIT HEALTH SYSTEM IS A COMMUNITY CATHOLIC HEALTH SYSTEM, IN AFFILIATION WITH GEISINGER HEALTH SYSTEM, FORMED TO CARRY OUT THE HEALING MINISTRY OF JESUS CHRIST TO ALL IN NEED. WE PROVIDE HIGH QUALITY, COST-EFFECTIVE HEALTH SERVICES IN A CARING, PATIENT-FOCUSED ENVIRONMENT TO DEVELOP HEALTHY COMMUNITIES IN THE GREATER HARRISBURG AREA AND SOUTH CENTRAL PENNSYLVANIA. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $35,560,422 | ExpenseAmt |
| Grant | $35,144,625 | GrantAmt |
| Desc | SUPPORTED AND CARRIED OUT THE MISSION OF, AND IDENTIFIED WITH THE ETHICAL PRINCIPLES OF THE ROMAN CATHOLIC CHURCH TO PROVIDE RESOURCES FOR THE RESTORATION AND MAINTENANCE OF HEALTH AND THE PREVENTION OF DISEASE.HOLY SPIRIT HEALTH SYSTEM PROVIDES FINANCIAL SUPPORT TO ITS CONTROLLED ENTITIES TO ALLOW THESE ENTITIES TO CARRY ON WITH THEIR EXEMPT PURPOSES OF PROVIDING AFFORDABLE HEALTHCARE AND MEDICAL SERVICES TO RESIDENTS OF CAMP HILL PENNSYLVANIA AND SURROUNDING COMMUNITIES. | Desc |
| Total Program Service Expenses | $35,560,422 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | Yes (1) | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 181 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 8 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RANDY B MORRIS CFO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7177632130 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 N ACADEMY AVE MC 86-22 | AddressLine1Txt |
| City | DANVILLE | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 17822 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BRUCE J BROWN | |||||||
| CHAIRPERSON | 0.50 | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELIZABETH BERGEY MD | |||||||
| VICE CHAIRPERSON | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LAWRENCE KLUGER | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| LEON FEINERMAN | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| NILES BENN ESQ | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT DIETZ | |||||||
| DIRECTOR | 0.50 | 18.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SR JOAN DANIEL HEALY SCC | |||||||
| DIRECTOR | 0.50 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SR MARY JOSEPH SCHULTZ SCC | |||||||
| DIRECTOR | 0.50 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| SR MARY MARK SMITH SCC | |||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | ||
| SR ROMAINE NIEMEYER SCC | |||||||
| CHIEF ADMINISTRATIVE OFFICER | 1.00 | 39.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| WILLIAM KEEN | |||||||
| DIRECTOR | 0.50 | 0.30 | Yes (X) | $0 | $0 | $0 | |
| GLENN D STEEL JR MD PHD | |||||||
| DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $4,288,180 | $472,126 | |
| FRANK J TREMBULAK | |||||||
| DIRECTOR | 0.50 | 40.00 | Yes (X) | $0 | $1,192,394 | $219,582 | |
| KEVIN F BRENNAN CPA FHFMA | |||||||
| EVP, FINANCE/CFO | 1.00 | 40.00 | Yes (X) | $0 | $1,028,344 | $201,791 | |
| MANUEL J EVANS | |||||||
| TREASURER | 1.00 | 40.00 | Yes (X) | $0 | $626,112 | $63,461 | |
| DAVID J FELICIO ESQ | |||||||
| SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $662,625 | $101,181 | |
| EDWARD ZYCH | |||||||
| ASSOC CHIEF LEGAL OFFICER/ASST SECRETARY | 1.00 | 40.00 | Yes (X) | $0 | $390,565 | $42,470 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,188,220 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,100,611 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY VIRCHOW KRAUSE LLP | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 7398 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53707 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | AUDIT SERVICES | ServicesDesc |
| Compensation | $117,150 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $116,533 | FundraisingAmt |
| Related Organizations | $87,246,983 | RelatedOrganizationsAmt |
| All Other Contributions | $283,193 | AllOtherContributionsAmt |
| Total Contributions | $87,646,709 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,126,983 | TotalRevenueColumnAmt |
| Exclusion | $1,126,983 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,188,749 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,188,749 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,188,749 | TotalRevenueColumnAmt |
| Exclusion | $3,188,749 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $82,142 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $116,533 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $96,338 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$14,196 | TotalRevenueColumnAmt |
| Exclusion | -$14,196 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CORPORATE COMPLIANCE REV | 900099 | $615,733 | $615,733 |
| RESOURCE DEVELOPMENT | 900099 | $486,096 | $486,096 |
| MISSION INTEGRATION | 900099 | $33,145 | $33,145 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,134,974 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $93,083,219 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,436,510 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,144,625 | TotalAmt |
| Program Services | $35,144,625 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,073,011 | TotalAmt |
| Program Services | $311,835 | ProgramServicesAmt |
| Management And General | $460,241 | ManagementAndGeneralAmt |
| Fundraising | $300,935 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,227 | TotalAmt |
| Program Services | $13,306 | ProgramServicesAmt |
| Management And General | $15,524 | ManagementAndGeneralAmt |
| Fundraising | $13,397 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,588 | TotalAmt |
| Program Services | $41,084 | ProgramServicesAmt |
| Management And General | $42,698 | ManagementAndGeneralAmt |
| Fundraising | $26,806 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $86,234 | TotalAmt |
| Program Services | $27,653 | ProgramServicesAmt |
| Management And General | $34,812 | ManagementAndGeneralAmt |
| Fundraising | $23,769 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,592 | TotalAmt |
| Management And General | $17,592 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,969 | TotalAmt |
| Management And General | $60,969 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,275 | TotalAmt |
| Management And General | $56,878 | ManagementAndGeneralAmt |
| Fundraising | $397 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $102,638 | TotalAmt |
| Program Services | $90 | ProgramServicesAmt |
| Management And General | $38,108 | ManagementAndGeneralAmt |
| Fundraising | $64,440 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,820 | TotalAmt |
| Management And General | $63,820 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,996 | TotalAmt |
| Program Services | $1,344 | ProgramServicesAmt |
| Management And General | $58,256 | ManagementAndGeneralAmt |
| Fundraising | $13,396 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,911 | TotalAmt |
| Program Services | $11,019 | ProgramServicesAmt |
| Management And General | $18,730 | ManagementAndGeneralAmt |
| Fundraising | $27,162 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,261 | TotalAmt |
| Management And General | $2,965 | ManagementAndGeneralAmt |
| Fundraising | $1,296 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,734 | TotalAmt |
| Program Services | $317 | ProgramServicesAmt |
| Management And General | $6,418 | ManagementAndGeneralAmt |
| Fundraising | $999 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,928 | TotalAmt |
| Program Services | $1,654 | ProgramServicesAmt |
| Management And General | $3,491 | ManagementAndGeneralAmt |
| Fundraising | $1,783 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|---|
| COMMUNITY RELATED ACTIV | $9,657 | $9,657 | ||
| MEDICAL SUPPLIES | $7,495 | $7,495 | ||
| DUES AND SUBSCRIPTIONS | $1,105 | $190 | $915 | |
| DONOR RECOGNITION | $825 | $825 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $595 | TotalAmt |
| Management And General | $347 | ManagementAndGeneralAmt |
| Fundraising | $248 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,927,486 | TotalAmt |
| Program Services | $35,560,422 | ProgramServicesAmt |
| Management And General | $882,589 | ManagementAndGeneralAmt |
| Fundraising | $484,475 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500 | BOYAmt |
| EOY | $500 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $531,759 | BOYAmt |
| EOY | $523,597 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,949 | BOYAmt |
| EOY | $90,460 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $54,657 | BOYAmt |
| EOY | $52,530 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $143,181 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,090 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,528 | BOYAmt |
| EOY | $136,091 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,209,049 | BOYAmt |
| EOY | $60,279,898 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,922,536 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $279,611 | BOYAmt |
| EOY | $978,148 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,181,589 | BOYAmt |
| EOY | $62,061,224 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $240,230 | BOYAmt |
| EOY | $178,868 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,017 | BOYAmt |
| EOY | $53,664 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $18,180 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $348,247 | BOYAmt |
| EOY | $250,712 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,670,392 | BOYAmt |
| EOY | $61,720,052 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $162,950 | BOYAmt |
| EOY | $90,460 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,833,342 | BOYAmt |
| EOY | $61,810,512 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,181,589 | BOYAmt |
| EOY | $62,061,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $56,155,733 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$3,287,533 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,891,030 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 5 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (5 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY | ||||
| 231512747 | 3 | Yes (1) | $287,139 | $0 |
| SPIRIT PHYSICIAN SERVICES INC | ||||
| 251766971 | 9 | Yes (1) | $34,841,081 | $0 |
| WEST SHORE ADVANCED LIFE SUPPORT SERVICES INC | ||||
| 232463002 | 7 | Yes (1) | $16,405 | $0 |
| GEISINGER HEALTH SYSTEM FOUNDATION | ||||
| 231995911 | 7 | Yes (1) | $0 | $0 |
| SISTERS OF CHRISTIAN CHARITY HEALTH CARE CORPORATION | ||||
| 232322926 | 1 | Yes (1) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 5 | SupportedOrganizationsTotalCnt |
| Support Sum | $35,144,625 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | Yes (1) | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | Yes (1) | OrganizationChangeSuprtOrgInd |
| Supported Org Class Designated | 0 | SupportedOrgClassDesignatedInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | Yes (1) | OperateBenefitNonSuprtOrgInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, SECTION A, LINE 2: | HOLY SPIRIT HEALTH SYSTEM SUPPORTS ITS 501(C) (2) AFFILIATE, HOLY SPIRIT CORPORATION (HSC). HSC IS A REAL ESTATE HOLDING AND PROPERTY MANAGEMENT COMPANY HISTORICALLY SPONSORED BY THE SISTERS OF CHRISTIAN CHARITY HEALTH CARE CORPORATION, A PUBLIC CHARITY. HSC SUPPORTS THE HEALING MINISTRY OF THE SISTERS OF CHRISTIAN CHARITY HEALTH CARE CORPORATION AND THE HOLY SPIRIT HEALTH SYSTEM THROUGH RESPONSIBLE STEWARDSHIP OF ITS RESOURCES. HSC OWNS MEDICAL FACILITIES (OFFICE SPACE AND CLINICAL SPACE) AND LEASES THE MEDICAL FACILITIES TO ITS AFFILIATED 501(C) (3) HOLY SPIRIT HEALTH SYSTEM ORGANIZATIONS WHICH BECAME PART OF THE GEISINGER HEALTH SYSTEM ON OCTOBER 1, 2014. THE NET INCOME FROM LEASING THE REAL ESTATE IS EITHER RETAINED BY HSC OR DISTRIBUTED TO THE HOLY SPIRIT HEALTH SYSTEM. THE HOLY SPIRIT HEALTH SYSTEM CONTINUES TO SUPPORT THE SISTERS OF CHRISTIAN CHARITY HEALTH CARE CORPORATION. |
| PART IV, SECTION A, LINE 5A: | ORGANIZATIONS ADDED: (I) GEISINGER HEALTH SYSTEM FOUNDATION, EIN: 23-1995911 (II) DURING THE FISCAL YEAR, HOLY SPIRIT HEALTH SYSTEM (HSHS) WAS ACQUIRED BY GEISINGER HEALTH SYSTEM FOUNDATION (GHSF). (III) PRIOR TO OCTOBER 1, 2014, HSHS WAS A SUPPORTING ORGANIZATION OF SISTERS OF CHRISTIAN CHARITY HEALTH CARE CORPORATION, A PUBLIC CHARITY, WHICH WAS (UNTIL OCTOBER 1, 2014) THE SOLE MEMBER OF HSHS, WITH THE POWER TO APPOINT THE MEMBERS OF HSHS'S BOARD OF DIRECTORS. PURSUANT TO AN INTEGRATION AGREEMENT, THE AFFILIATION WITH GHSF, EFFECTIVE OCTOBER 1, 2014, RESULTED IN GHSF BECOMING A SUPPORTED PUBLIC CHARITY OF HSHS AS WELL AS BEING SUBSTITUTED FOR SISTERS OF CHRISTIAN CHARITY HEALTH CARE CORPORATION AS THE SOLE MEMBER OF HSHS. THE BOARD OF TRUSTEES OF THE SISTERS OF CHRISTIAN CHARITY HEALTH CARE CORPORATION ADOPTED A RESOLUTION DATED SEPTEMBER 27, 2014, WHICH, AMONG OTHER PROVISIONS: 1. APPROVED THE ADOPTION OF THE AMENDED AND RESTATED ARTICLES OF INCORPORATION OF HSHS AND ITS AFFILIATES; 2. AUTHORIZED, DIRECTED AND EMPOWERED EACH OF THE OFFICERS AND DIRECTORS OF HSHS OR GHSF, AS APPLICABLE, FOR AND ON BEHALF OF HSHS, TO (I) FILE THE AMENDED ARTICLES OF INCORPORATION OF HSHS WITH THE SECRETARY OF STATE OF THE COMMONWEALTH OF PENNSYLVANIA AND ANY OTHER AGENCY OR ORGANIZATION, AS REQUIRED BY APPLICABLE LAW OR STATUTE AND (II) INCUR AND PAY ANY FEES AND EXPENSES AND DO SUCH OTHER ACTS AND THINGS AS MAY BE DEEMED NECESSARY OR ADVISABLE IN CONNECTION WITH THE CARRYING OUT OF ANY OF THE MATTERS OR PURPOSES AS OUTLINED IN THE RESOLUTION; THE ACTIONS WERE WITHIN THE CORPORATE POWERS AND AUTHORITY OF HSHS TO PERFORM ON ITS BEHALF AND ON BEHALF OF THE HSHS AFFILIATES, WERE NOT IN CONTRAVENTION OF THE TERMS OF THE ORGANIZATIONAL DOCUMENTS OF HSHS OR THE HSHS AFFILIATES AS SUCH DOCUMENTS WILL BE AMENDED AS SET FORTH HEREIN, AND HAVE BEEN DULY AUTHORIZED BY ALL APPROPRIATE CORPORATE ACTIONS, WHICH ACTIONS REMAIN IN FULL FORCE AND EFFECT. (IV) HOLY SPIRIT HEALTH SYSTEM, UNDER DIRECTION OF THE BOARD OF TRUSTEES OF THE SISTERS OF CHRISTIAN CHARITY HEALTH CARE CORPORATION, IT SOLE MEMBER UNTIL OCTOBER 1, 2014, AMENDED ITS ARTICLES OF INCORPORATION AND CORPORATE BYLAWS TO REFLECT ITS MERGER AND INTEGRATION WITH GEISINGER HEALTH SYSTEM FOUNDATION IN WHICH GEISINGER HEALTH SYSTEM FOUNDATION BECAME THE SOLE MEMBER OF HOLY SPIRIT HEALTH SYSTEM. |
| PART IV, SECTION B, LINE 2: | GEISINGER HEALTH SYSTEM IS A PHYSICIAN-LED, INTEGRATED HEALTH SERVICES ORGANIZATION THAT HAS AS ITS MAIN COMPONENTS: 1. AN ARRAY OF HEALTH SERVICES PROVIDERS, INCLUDING FIVE ACUTE CARE HOSPITALS AND A DRUG AND ALCOHOL TREATMENT FACILITY; 2. A MULTISPECIALTY PHYSICIAN GROUP PRACTICE OF 1,136 PHYSICIANS PRACTICING AT 91 PRIMARY AND SPECIALTY CLINICS; AND 3. ONE OF THE NATION'S LARGEST RURAL HEALTH INSURANCE ORGANIZATIONS WITH 478,501 MEMBERS. GEISINGER HEALTH SYSTEM FOUNDATION, PARENT ORGANIZATION OF THE GEISINGER HEALTH SYSTEM, AND SOLE MEMBER OF HOLY SPIRIT HEALTH SYSTEM WHICH HAS THE POWER TO REGULARLY APPOINT OR APPROVE THE APPOINTMENT OF AT LEAST A MAJORITY OF HOLY SPIRIT HEALTH SYSTEM'S DIRECTORS, IS INCORPORATED FOR THE CHARITABLE PURPOSE OF CONDUCTING EXCLUSIVELY CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (OR THE CORRESPONDING PROVISION OF ANY SUCCESSOR UNITED STATES INTERNAL REVENUE LAW) (THE "INTERNAL REVENUE CODE"), INCLUDING, DIRECTLY OR INDIRECTLY, SUPPORTING THE PURPOSES OF, GEISINGER MEDICAL CENTER OR ANY OTHER ORGANIZATION AFFILIATED WITH THE CORPORATION WHICH QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. GEISINGER HEALTH SYSTEM FOUNDATION ENGAGES IN ALL ACTIVITIES PROPERLY RELATED TO THE FOREGOING, INCLUDING THE SOLICITATION OF FUNDS FROM INDIVIDUALS, CORPORATIONS AND OTHER ORGANIZATIONS FOR FINANCING THE SERVICES TO BE PROVIDED. THEREFORE, HOLY SPIRIT HEALTH SYSTEM'S SUPPORT OF OTHER 501(C)(3) ORGANIZATIONS WITHIN THE GEISINGER HEALTH SYSTEM AND AFFILIATED WITH GEISINGER MEDICAL CENTER AND GEISINGER HEALTH SYSTEM FOUNDATION SERVES TO SUPPORT THE CHARITABLE PURPOSES OF GEISINGER HEALTH SYSTEM FOUNDATION. |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $128,608 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,418 | DepreciationAmt |
| Book Value | $122,190 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $422 | OtherCostOrOtherBasisAmt |
| Book Value | $422 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $14,151 | OtherCostOrOtherBasisAmt |
| Depreciation | $672 | DepreciationAmt |
| Book Value | $13,479 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $136,091 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | 457B PLAN PAYABLE | Desc |
| Amt | $18,180 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,180 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | EFFECTIVE JULY 1, 2007, GEISINGER HEALTH SYSTEM(1) (GHS) ADOPTED ACCOUNTING STANDARDS CODIFICATION 740 (FIN 48), (FORMERLY KNOWN AS "STATEMENT 109: ACCOUNTING FOR INCOME TAXES OR "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 YEAR SINCE ADOPTION. ACCORDINGLY, NO FIN 48 FOOTNOTE DISCLOSURE WAS MADE IN THE FISCAL YEAR END GHS CONSOLIDATED FINANCIAL STATEMENTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GOLF TOURNAMENT | Event1Nm |
| Gross Receipts Event1 | $198,675 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $116,533 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $82,142 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $21,014 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,262 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $33,526 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $26,212 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $14,324 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $198,675 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $116,533 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $82,142 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $21,014 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $1,262 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $33,526 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $26,212 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $14,324 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $96,338 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$14,196 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| SPIRIT PHYSICIAN SERVICES INC | |||||||||
| 503 NORTH 21ST STREET | CAMP HILL | PA | 17011 | 251766971 | 501(C)(3) | $34,841,081 | CASH | N/A | PROVIDE FINANCIAL SUPPORT FOR OPERATIONS. |
| HOLY SPIRIT HOSPITAL | |||||||||
| 503 NORTH 21ST STREET | CAMP HILL | PA | 17011 | 231512747 | 501(C)(3) | $287,139 | CASH | N/A | PROVIDE FINANCIAL SUPPORT FOR OPERATIONS. |
| WEST SHORE ADVANCED LIFE SUPPORT SERVICES | |||||||||
| 503 NORTH 21ST STREET | CAMP HILL | PA | 17011 | 232463002 | 501(C)(3) | $16,405 | CASH | N/A | PROVIDE FINANCIAL SUPPORT FOR OPERATIONS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ASSISTANCE IS PROVIDED TO RELATED ENTITIES FOR FINANCIAL SUPPORT. MANAGEMENT OF THE HEALTH SYSTEM OVERSEES THE USE OF FUNDS AT THE AFFILIATED ENTITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GLENN D STEEL JR MD PHD | ||||||||||||||
| DIRECTOR | $0 | $1,091,895 | $0 | $1,131,217 | $0 | $2,065,068 | $0 | $440,136 | $0 | $31,990 | $0 | $4,760,306 | $0 | $1,191,920 |
| FRANK J TREMBULAK | ||||||||||||||
| DIRECTOR | $0 | $628,294 | $0 | $313,196 | $0 | $250,904 | $0 | $208,746 | $0 | $10,836 | $0 | $1,411,976 | $0 | $209,318 |
| KEVIN F BRENNAN CPA FHFMA | ||||||||||||||
| EVP, FINANCE/CFO | $0 | $531,656 | $0 | $273,329 | $0 | $223,359 | $0 | $176,933 | $0 | $24,858 | $0 | $1,230,135 | $0 | $185,023 |
| MANUEL J EVANS | ||||||||||||||
| TREASURER | $0 | $365,396 | $0 | $150,000 | $0 | $110,716 | $0 | $51,649 | $0 | $11,812 | $0 | $689,573 | $0 | $91,773 |
| DAVID J FELICIO ESQ | ||||||||||||||
| SECRETARY | $0 | $390,448 | $0 | $164,846 | $0 | $107,331 | $0 | $76,118 | $0 | $25,063 | $0 | $763,806 | $0 | $61,110 |
| EDWARD ZYCH | ||||||||||||||
| ASSOC CHIEF LEGAL OFFICER/ASST SECRE | $0 | $262,471 | $0 | $80,515 | $0 | $47,579 | $0 | $18,720 | $0 | $23,750 | $0 | $433,035 | $0 | $30,485 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | COMPENSATION IS DETERMINED UNDER THE GEISINGER HEALTH SYSTEM PROCESS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION PROCEDURE. THE FOLLOWING ARE USED TO ESTABLISH COMPENSATION: COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY OR STUDIES, AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE. |
| PART I, LINE 4B | COMPENSATION FOR ELIGIBLE EMPLOYEES MAY BE DEFERRED TO A 457(F) NONQUALIFIED PLAN THAT VESTS WITH COMPLETION OF SERVICE, DEATH AND/OR PERMANENT DISABILITY. THE FOLLOWING INDIVIDUALS PARTICIPATED IN A NONQUALIFIED RETIREMENT PLAN: MANUEL EVANS - $101,511 KEVIN BRENNAN - $185,023 DAVID FELICIO - $61,110 GLENN STEELE - $1,908,021 FRANK TREMBULAK - $209,318 EDWARD ZYCH - $30,485 FOOTNOTE: THROUGHOUT FORM 990, THE TERMS "GEISINGER HEALTH SYSTEM AND "SYSTEM OR THE ACRONYM "GHS" SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH SYSTEM FOUNDATION ("THE FOUNDATION") AS PARENT AND ALL SUBSIDIARY CORPORATIONS COMPRISING THE SYSTEM. |
Schedule N IRS990ScheduleN
Disposition Of Assets Detail DispositionOfAssetsDetail (5 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | Method Of FMV DeterminationMethodOfFMVDeterminationTxt | EINEIN | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|---|
| GEISINGER HEALTH SYSTEM FOUNDATION | |||||||||
| CASH AND INVESTMENTS | 2014-10-01 | $90,757,361 | MARKET VALUE AT DATE OF TRANSFER | 231995911 | 100 N ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 501(C)(3) |
| GEISINGER HEALTH SYSTEM FOUNDATION | |||||||||
| RECEIVABLES | 2014-10-01 | $36,101,902 | BOOK VALUE | 231995911 | 100 N ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 501(C)(3) |
| GEISINGER HEALTH SYSTEM FOUNDATION | |||||||||
| INVENTORIES AND OTHER | 2014-10-01 | $3,694,328 | BOOK VALUE | 231995911 | 100 N ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 501(C)(3) |
| GEISINGER HEALTH SYSTEM FOUNDATION | |||||||||
| PROPERTY & EQUIPMENT | 2014-10-01 | $138,727,311 | BOOK VALUE | 231995911 | 100 N ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 501(C)(3) |
| GEISINGER HEALTH SYSTEM FOUNDATION | |||||||||
| OTHER ASSETS | 2014-10-01 | $8,540,906 | BOOK VALUE | 231995911 | 100 N ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 501(C)(3) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor2 | Yes (1) | DirectorOfSuccessor2Ind |
| Employee Of Successor2 | 0 | EmployeeOfSuccessor2Ind |
| Owner Of Successor2 | 0 | OwnerOfSuccessor2Ind |
| Receive Compensation2 | 0 | ReceiveCompensation2Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART II, LINE 2E: | FormAndLineReferenceDesc |
| Explanation | EXPLANATION OF INVOLVEMENT: ROBERT DIETZ, A DIRECTOR OF HOLY SPIRIT HEALTH SYSTEM BECAME A DIRECTOR OF GEISINGER HEALTH SYSTEM FOUNDATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | EFFECTIVE, OCTOBER 1, 2014, HOLY SPIRIT HEALTH SYSTEM AND AFFILIATES (HOLY SPIRIT HEALTH SYSTEM, HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY, WEST SHORE ADVANCED LIFE SUPPORT SERVICES, INC., SPIRIT PHYSICIAN SERVICES, INC., HOLY SPIRIT CORPORATION, AND HOLY SPIRIT VENTURES, INC.) DELEGATED CERTAIN AUTHORITIES TO GEISINGER SYSTEM SERVICES' (GSS, A RELATED TAX-EXEMPT ORGANIZATION) MANAGEMENT AND COMPENSATION COMMITTEE TO REVIEW AND APPROVE MATTERS RELATING TO EMPLOYEE BENEFIT PLANS, EXECUTIVE LEADERSHIP, SENIOR LEADERSHIP AND STAFF PERFORMANCE AND COMPENSATION AND GEISINGER CLINIC'S (GC, A RELATED TAX-EXEMPT ORGANIZATION) MANAGEMENT AND COMPENSATION COMMITTEE TO REVIEW AND APPROVE MATTERS RELATING TO PHYSICIAN COMPENSATION. |
| FORM 990, PART VI, SECTION A, LINE 2 | BRUCE J. BROWN, CPA, ROBERT J. DIETZ, MANUEL J. EVANS, DAVID J. FELICIO, ESQUIRE, SISTER ROMAINE NIEMEYER, SCC, GLENN D. STEELE, JR., M.D., PH.D., AND FRANK J. TREMBULAK ALL HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BECAUSE THEY SERVE AS OFFICERS AND/OR DIRECTORS ON ONE OR MORE FOR-PROFIT AFFILIATES OF HOLY SPIRIT HEALTH SYSTEM. ALL OF THE AFFILIATES ARE PART OF THE GEISINGER HEALTH SYSTEM. |
| FORM 990, PART VI, SECTION A, LINE 4 | ON OCTOBER 1, 2014, HOLY SPIRIT HEALTH SYSTEMS CHANGED ITS RESPECTIVE ARTICLES OF INCORPORATION AND CORPORATE BYLAWS TO REFLECT ITS MERGER AND INTEGRATION WITH GEISINGER HEALTH SYSTEM IN WHICH GEISINGER HEALTH SYSTEM FOUNDATION BECAME THE SOLE CORPORATE MEMBER OF HOLY SPIRIT HEALTH SYSTEM. HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARIY, SPIRIT PHYSICIAN SERVICES, INC., WEST SHORE ADVANCED LIFE SUPPORT SERVICES, INC., HOLY SPIRIT CORPORATION AND HOLY SPIRIT VENTURES CHANGED THEIR RESPECTIVE BYLAWS TO REFLECT GEISINGER HEALTH SYSTEM FOUNDATION'S APPROVAL OF ANY AMENDMENTS TO THE CORPORATE BYLAWS. |
| FORM 990, PART VI, SECTION A, LINE 6 | GEISINGER HEALTH SYSTEM FOUNDATION SERVES AS THE SOLE CORPORATE MEMBER OF HOLY SPIRIT HEALTH SYSTEM AND HOLY SPIRIT HEALTH SYSTEM SERVES AS CORPORATE MEMBER FOR HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY, SPIRIT PHYSICIAN SERVICES, INC., WEST SHORE ADVANCED LIFE SUPPORT SERVICES, INC., HOLY SPIRIT CORPORATION AND SOLE SHAREHOLDER OF HOLY SPIRIT VENTURES, INC. |
| FORM 990, PART VI, SECTION A, 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, PART VI, SECTION B, LINE 11 | 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 SYSTEM FOUNDATION BOARD OF DIRECTOR'S FINANCE COMMITTEE CHARTER, STAFF PERIODICALLY REVIEWS THE GHS ORGANIZATIONS' FORM 990 FILINGS. THE FORM 990 IS PREPARED BY THE GEISINGER HEALTH SYSTEM (GHS) TAX AND FINANCIAL REPORTING DEPARTMENTS WITH INFORMATION PROVIDED FROM FINANCE, TAX, HUMAN RESOURCES, LEGAL SERVICES AND OTHER RELEVANT DEPARTMENTS WITHIN THE GEISINGER HEALTH SYSTEM. THE CHIEF FINANCIAL OFFICER (CFO) OF GHS 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 GHS REVIEW THE INFORMATION DISCLOSED ON THE FORM 990 RELEVANT TO THEIR RESPECTIVE AREAS OF RESPONSIBILITY. FOR PURPOSES OF THEIR ANNUAL AUDIT OF THE GHS CONSOLIDATED FINANCIAL STATEMENTS, INDEPENDENT AUDITORS REVIEW ALL FEDERAL TAX RETURNS FILED BY THE GHS 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 FISCAL YEAR-ENDED JUNE 30, 2015. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE SUBJECT TO THE GHS CONFLICT OF INTEREST POLICY FOR DIRECTORS, OFFICERS AND SENIOR LEADERS (MAY INCLUDE INDEPENDENT CONTRACTORS). AT LEAST ONCE EACH YEAR DIRECTORS, OFFICERS, KEY EMPLOYEES, SENIOR LEADERS (INCLUDING INDEPENDENT CONTRACTORS) 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 THE GEISINGER HEALTH SYSTEM. THE DISCLOSURES ARE REVIEWED BY THE OFFICE OF THE CHIEF LEGAL OFFICER AND REPORTED TO THE AUDIT COMMITTEE 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, PART VI, SECTION B, LINE 15 | THE PROCESS TO REVIEW AND APPROVE THE COMPENSATION OF GHS 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 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 GHS. THE CONSULTANT'S REPORT IS PRESENTED TO THE MANAGEMENT AND COMPENSATION COMMITTEE PRIOR TO ANY COMPENSATION DISINTERESTED PARTIES, USE OF APPROPRIATE COMPARABILITY DATA AND ADJUSTMENT. THE REPORT SUPPORTS THE RIGOROUS REVIEW COMPLETED BY THE MANAGEMENT AND COMPENSATION 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 MANAGEMENT AND COMPENSATION COMMITTEE PRIOR TO THE EFFECTIVE DATE OF THE PAYMENT. THE MANAGEMENT AND COMPENSATION COMMITTEE AT ITS SOLE DISCRETION MAY POSITIVELY OR NEGATIVELY ADJUST ANY RECOMMENDED COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ANNUAL REPORT FOR GEISINGER HEALTH SYSTEM, CONTAINING COMMUNITY BENEFIT INFORMATION, CONSOLIDATED FINANCIAL INFORMATION AND OTHER INFORMATION, ARE AVAILABLE ON THE GEISINGER HEALTH SYSTEM WEBSITE. GO TO: WWW.GEISINGER.ORG/PAGES/ABOUT-GEISINGER AND SELECT ANNUAL REPORTS. THE ORGANIZATIONS FINANCIAL STATEMENTS, THE COMPLETE FORM 990 AND FORM 990-T, THE CONFLICTS OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | ACCOUNTING POLICY ADJUSTMENTS -3,891,030. |
| FORM 990, PART XII, LINE 2C: | EFFECTIVE OCTOBER 1, 2104, HOLY SPIRIT HEALTH SYSTEM WAS INTEGRATED INTO THE GEISINGER HEALTH SYSTEM, AS A RESULT OF THAT INTEGRATION, THE GEISINGER HEALTH SYSTEM FORM 990 REVIEW PROCESS, AS DESCRIBED IN THE SCHEDULE O RESPONSE TO FORM 990, PART VI, LINE 11, WAS IMPLEMENTED. IN ADDITION, THE GEISINGER HEALTH SYSTEM AUDIT COMMITTEE IS NOW RESPONSIBLE FOR THE OVERSIGHT OF THE CONSOLIDATED AUDIT AND SELECTION OF THE INDEPENDENT AUDITORS. |
| FORM 990, PART XII, LINE 3B: | FEDERAL AWARDS ARE AUDITED AS A PART OF THE GEISINGER HEALTH SYSTEM'S CONSOLIDATED REPORT ON FEDERAL AWARDS IN ACCORDANCE WITH OMB CIRCULAR A-133. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GEISINGER HEALTH SYSTEM FOUNDATION | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 231995911 | PHILANTHROPY | PA | 501(C)(3) | 7 | N/A | 0 | |
| GEISINGER MEDICAL CENTER | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 240795959 | HOSPITAL | PA | 501(C)(3) | 3 | Yes (1) | GHSF | |
| GEISINGER CLINIC | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 236291113 | PHYSICIAN | PA | 501(C)(3) | 11A | Yes (1) | GHSF | |
| GEISINGER WYOMING VALLEY MEDICAL CT | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 231996150 | HOSPITAL | PA | 501(C)(3) | 3 | Yes (1) | GHSF | |
| MARWORTH | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232171417 | D&A REHAB | PA | 501(C)(3) | 3 | Yes (1) | GHSF | |
| GEISINGER HEALTH PLAN | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232311553 | HEALTH INS | PA | 501(C)(4) | Yes (1) | GHSF | ||
| GEISINGER SYSTEM SERVICES | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232164794 | SUPPORT SVC | PA | 501(C)(3) | 11A | Yes (1) | GHSF | |
| GEISINGER COMMUNITY HEALTH SERVICES | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232967235 | HEALTH CARE | PA | 501(C)(3) | 9 | Yes (1) | GSS | |
| GEISINGER INSURANCE CORPORATIONRRG | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 141909894 | SELF INS | VT | 501(C)(3) | 11A | Yes (1) | GHSF | |
| COMMUNITY MEDICAL CENTER | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 240862246 | HOSPITAL | PA | 501(C)(3) | 3 | Yes (1) | GHSF | |
| COMMUNITY MEDICAL CARE INC | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232429776 | PHYSICIAN | PA | 501(C)(3) | 9 | Yes (1) | GHSF | |
| MOUNTAIN VIEW NURSING HOME INC | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232568288 | LONG TERM | PA | 501(C)(3) | 9 | Yes (1) | GHSF | |
| COMMUNITY MEDICAL CTR HEALTHCARE SYSTEM | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232279376 | SUPPORT SVC | PA | 501(C)(3) | 11A | Yes (1) | GHSF | |
| GEISINGER-BLOOMSBURG HOSPITAL | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232193572 | HOSPITAL | PA | 501(C)(3) | 3 | Yes (1) | GHSF | |
| GEISINGER-BLOOMSBURG HEALTHCARE CTR | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232242854 | SKILLED NU | PA | 501(C)(3) | 9 | Yes (1) | GHSF | |
| GEISINGER-LEWISTOWN HOSPITAL | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 231352187 | HOSPITAL | PA | 501(C)(3) | 3 | Yes (1) | GHSF | |
| LEWISTOWN HEALTH CARE FOUNDATION | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232344363 | PHILANTHROPY | PA | 501(C)(3) | 11A | Yes (1) | GHSF | |
| LEWISTOWN AMBULATORY CARE CORP | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232344362 | RE HOLDING | PA | 501(C)(3) | 11A | Yes (1) | GHSF | |
| FAM HEALTH ASSOC OF GEISINGER-LEWISTOWN HOSPITAL | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 251651582 | PHYSICIAN | PA | 501(C)(3) | 11A | Yes (1) | GHSF | |
| KEYSTONE HEALTH INFORMATION EXCHANGE INC | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 464359893 | RHIO | PA | 501(C)(3) | 11A | Yes (1) | GHSF | |
| HEALTH CARE CORP OF NORTHEAST PA | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232337286 | SUPPORT SV | PA | 501(C)(3) | 11A | Yes (1) | CMC | |
| SUN HOME HEALTH SERVICES INC | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 231736912 | HEALTH CARE | PA | 501(C)(3) | 9 | Yes (1) | GCHS | |
| HOLY SPIRIT HOSPITAL | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 231512747 | HOSPITAL | PA | 501(C)(3) | 3 | Yes (1) | HSHS | |
| HOLY SPIRIT CORPORATION | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232214540 | REAL ESTATE | PA | 501(C)(2) | Yes (1) | HSHS | ||
| SPIRIT PHYSICIAN SERVICES INC | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 251766971 | PHYSICIAN | PA | 501(C)(3) | 9 | Yes (1) | HSHS | |
| WEST SHORE ADVANCED LIFE SUPPORT | |||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232463002 | HEALTH CARE | PA | 501(C)(3) | 7 | Yes (1) | HSHS | |
| SISTERS OF CHRISTIAN CHARITY HEALTH CARE CORPORATION | |||||||||||
| MALLINCKRODT CONVENT | MENDHAM | NJ | 07945 | 232322926 | HEALTH CARE | NJ | 501(C)(3) | 1 | N/A | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|
| KEYSTONE ACCOUNTABLE CARE ORG LLC | |||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 454475297 | ACO | PA | N/A |
| LIFESOURCE GEISINGER BLOOD CTR LLC | |||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 364718005 | BLOOD COLLECTION | PA | N/A |
| MERIDIAN GEISINGER HLTH NETWORK LLC | |||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 455484165 | ORG DEL SY | NJ | N/A |
| HEALTHSOUTH I GHS LLC | |||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 721398803 | PHY THERAEPY | PA | N/A |
| EVANGELICAL-GEISINGER HEALTH LLC | |||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 460567687 | HEALTH CARE | PA | N/A |
| LEMED II | |||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232391766 | RENTAL | PA | N/A |
| GEISINGER - SCA HOLDINGS LLC | |||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 461615328 | MANAGEMENT | DE | N/A |
| CAMP HILL AMBULATORY SURG CTR LLC | |||||||
| 569 BROOKWOOD VILLAGE SUITE 901 | BIRMINGHAM | AL | 35209 | 521597478 | HEALTH CARE | PA | N/A |
| HS ORTHOPEDIC MANAGEMENT CO LLC | |||||||
| 503 NORTH 21ST STREET | CAMP HILL | PA | 17011 | 460887384 | HEALTH CARE | PA | N/A |
| CAELIAN MEDICAL LLC | |||||||
| 880 CENTURY DRIVE | MECHANICSBURG | PA | 17055 | 208018724 | HEALTH CARE RENTAL | PA | N/A |
| GRANDVIEW SURGERY CENTER LTD | |||||||
| 569 BROOKWOOD VILLAGE SUITE 901 | BIRMINGHAM | AL | 35209 | 521597483 | HEALTH CARE | PA | N/A |
| LACKAWANNA PHYSICIANS AMBULATORY SURGERY CENTER LLC | |||||||
| 569 BROOKWOOD VILLAGE SUITE 901 | BIRMINGHAM | AL | 35209 | 233024998 | HEALTH CARE | PA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (7 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GEISINGER MEDICAL MANAGEMENT CORP | ||||||||||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232077663 | HOTEL/REST | PA | N/A | C | Yes (1) | |||||||||
| GEISINGER INDEMNITY INSURANCE CO | ||||||||||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232815174 | HLTH INSURANCE | PA | N/A | C | Yes (1) | |||||||||
| GEISINGER QUALITY OPTIONS INC | ||||||||||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 204275139 | HLTH INSURANCE | PA | N/A | C | Yes (1) | |||||||||
| HEALTH ENTERPRISES INC | ||||||||||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 232353212 | PHARMACY | PA | N/A | C | Yes (1) | |||||||||
| XG HEALTH SOLUTIONS INC | ||||||||||||||||||
| 100 NORTH ACADEMY AVENUE MC 49-70 | DANVILLE | PA | 17822 | 461657345 | CONSULTING | DE | N/A | C | Yes (1) | |||||||||
| GEISINGER ASSURANCE COMPANY LTD | ||||||||||||||||||
| 981016737 | INSURANCE | N/A | C | Yes (1) | 23 LINE TREE BAY AVE PO BOX 1159 | GRAND CAYMAN | CJ | KY1-1102 | CJ | |||||||||
| HOLY SPIRIT VENTURES INC | ||||||||||||||||||
| NORTH 21ST STREET | CAMP HILL | PA | 17011 | 232407709 | MEDICAL SERVICES | PA | C | Yes (1) | HOLY SPIRIT HEALTH SYSTEM | $728,094 | $8,237,105 | 1.00000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (10 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| HOLY SPIRIT CORPORATION | ||
| K | $20,548 | GAAP |
| HOLY SPIRIT VENTURES | ||
| K | $13,617 | GAAP |
| HOLY SPIRIT HOSPITAL | ||
| L | $761,948 | GAAP |
| SPIRIT PHYSICIAN SERVICES INC | ||
| L | $60,429 | GAAP |
| WEST SHORE ALS | ||
| L | $9,454 | GAAP |
| GEISINGER HEALTH SYSTEM FOUNDATION | ||
| C | $50,000,000 | GAAP |
| GEISINGER HEALTH SYSTEM FOUNDATION | ||
| B | $76,206,357 | GAAP |
| GEISINGER - LEWISTOWN HOSPITAL | ||
| L | $27,262 | GAAP |
| HOLY SPIRIT HOSPITAL | ||
| S | $37,130,483 | GAAP |
| SPIRIT PHYSICIAN SERVICES INC | ||
| R | $19,823,777 | GAAP |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE R, PART V - TRANSACTIONS WITH RELATED ORGANIZATIONS | FormAndLineReferenceDesc |
| Explanation | AS SHOWN IN THE RESPONSE TO FORM 990, SCHEDULE R, THE ORGANIZATION IS CLOSELY AFFILIATED WITH SEVERAL OTHER ORGANIZATIONS. IN THE NORMAL COURSE OF THE OPERATIONS OF THESE AFFILIATED ORGANIZATIONS THERE ARE NUMEROUS INTER ORGANIZATIONAL TRANSACTIONS, WHICH MAY INCLUDE SALES, EXCHANGES AND LEASES OF PROPERTY, EXTENSIONS OF CREDIT, FURNISHING OF GOODS, SERVICES AND FACILITIES, AND TRANSFERS OF ASSETS. THESE INTERORGANIZATION 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 GHS PRIVATE RULINGS AS BEING ENTIRELY CONSISTENT WITH THE ORGANIZATIONS' TAX EXEMPT STATUS. | ExplanationTxt |
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