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Nonprofiteer
← GEISINGER HEALTH

Form 990 for tax year 2022

Filed by GEISINGER HEALTH.

Totals

Total revenue
$169,177,661
Total expenses
$26,017,629
Contributions and grants received
$9,795,612
Grants paid
$14,181,980
Program service revenue
$6,907,262
Investment income
$152,823,957
Other revenue
-$349,170
Total assets, end of year
$2,580,440,088
Total liabilities, end of year
$401,438,001
Net assets or fund balances, end of year
$2,179,002,087
Program services expenses (Part IX)
$24,112,019
Management and general expenses
$1,138,689
Fundraising expenses
$766,921
Program service expenses (Part III)
$24,112,019

Program services were 92.7% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1a · Federated campaigns

    $25,012

  • 1c · Fundraising events

    $858,614

  • 1e · Government grants (contributions)

    $1,149,420

  • 1f · All other contributions, gifts and grants

    $7,762,566

  • 1g · Noncash contributions included above

    $2,852,399

  • 2a · Program service revenue: INTERCOMPANY REVENUE

    total $6,907,262 · related or exempt $6,907,262

  • 3 · Investment income

    total $2,767,570 · excluded $2,767,570

  • 7a · Gross sales of assets other than inventory

    securities $150,056,387

  • 7c · Gain or loss

    securities $150,056,387

  • 7d · Net gain or loss

    total $150,056,387 · excluded $150,056,387

  • 8a · Fundraising events: gross income

    $239,602

  • 8a · Fundraising events: contributions included on line 1c

    $858,614

  • 8b · Fundraising events: direct expenses

    $616,448

  • 8c · Net income from fundraising events

    total -$376,846 · excluded -$376,846

  • 9a · Gaming: gross income

    $54,947

  • 9b · Gaming: direct expenses

    $27,271

  • 9c · Net income from gaming

    total $27,676 · excluded $27,676

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,181,980 · program services $14,181,980

  • 5 · Compensation of officers, directors and key employees

    total $699,604 · program services $654,829 · management and general $30,783 · fundraising $13,992

  • 7 · Other salaries and wages

    total $3,096,318 · program services $2,898,154 · management and general $136,238 · fundraising $61,926

  • 8 · Pension plan contributions

    total $137,726 · program services $128,911 · management and general $6,060 · fundraising $2,755

  • 9 · Other employee benefits

    total $595,571 · program services $557,455 · management and general $26,205 · fundraising $11,911

  • 10 · Payroll taxes

    total $253,695 · program services $237,459 · management and general $11,163 · fundraising $5,073

  • 11b · Fees: legal

    total $4,980 · management and general $4,980

  • 11c · Fees: accounting

    total $537 · management and general $537

  • 11d · Fees: lobbying

    total $931 · management and general $931

  • 11e · Fees: professional fundraising services

    total $92,000 · fundraising $92,000

  • 11f · Fees: investment management

    total $3,088,798 · program services $3,082,527 · management and general $6,271

  • 11g · Fees: other

    total $779,469 · program services $449,621 · management and general $6,450 · fundraising $323,398

  • 12 · Advertising and promotion

    total $3,798 · fundraising $3,798

  • 13 · Office expenses

    total $73,562 · program services $51,866 · fundraising $21,696

  • 14 · Information technology

    total $6,194 · program services $5,699 · fundraising $495

  • 16 · Occupancy

    total $58,090 · program services $54,372 · management and general $2,556 · fundraising $1,162

  • 17 · Travel

    total $65,762 · program services $44,622 · management and general $1,500 · fundraising $19,640

  • 19 · Conferences, conventions and meetings

    total $931 · program services $931

  • 20 · Interest

    total $1,721,354 · program services $1,721,354

  • 22 · Depreciation, depletion and amortization

    total $7,741 · program services $7,246 · management and general $341 · fundraising $154

  • 23 · Insurance

    total $281,158 · management and general $281,158

  • 24a · Other expenses: INTERCOMPANY EXPENSES

    total $834,127 · program services $12,436 · management and general $622,421 · fundraising $199,270

  • 24b · Other expenses: BOOKS,LICENSES,FEES,DUES

    total $33,303 · program services $22,557 · management and general $1,095 · fundraising $9,651

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,803,998 · end of year $12,257,682

  • 2 · Savings and temporary cash investments

    beginning of year $78,027,799 · end of year $567,419,793

  • 3 · Pledges and grants receivable

    beginning of year $6,431,625 · end of year $4,746,907

  • 4 · Accounts receivable

    end of year $3,251,163

  • 7 · Other notes and loans receivable

    beginning of year $25,000 · end of year $15,021

  • 9 · Prepaid expenses and deferred charges

    beginning of year $396,618 · end of year $383,627

  • 10a · Land, buildings and equipment: cost or other basis

    $35,683

  • 10b · Land, buildings and equipment: accumulated depreciation

    $35,683

  • 10c · Land, buildings and equipment, net

    beginning of year $22,218

  • 11 · Investments: publicly traded securities

    end of year $683,257,284

  • 12 · Investments: other securities

    beginning of year $3,167,415,848 · end of year $1,309,094,531

  • 15 · Other assets

    beginning of year $603,180 · end of year $14,080

  • 17 · Accounts payable and accrued expenses

    beginning of year $413,044 · end of year $2,744,711

  • 23 · Secured mortgages and notes payable

    beginning of year $46,497,137 · end of year $395,133,800

  • 25 · Other liabilities

    beginning of year $2,262,460 · end of year $3,559,490

  • 27 · Net assets without donor restrictions

    beginning of year $3,042,454,568 · end of year $2,033,761,899

  • 28 · Net assets with donor restrictions

    beginning of year $164,099,077 · end of year $145,240,188

Mission and programs · 2022

Mission

GEISINGER HEALTH SERVES TO ENSURE GEISINGER AFFILIATE ENTITIES HAVE ADEQUATE FINANCIAL RESOURCES TO FULFILL THEIR CHARITABLE PURPOSE, TO INITIATE AND ADMINISTER GRANT AND PHILANTHROPIC SUPPORT PROGRAMS FOR ALL GEISINGER ENTITIES, AND THE PATIENTS THEY SERVE.

Activities or mission (Part I)

GEISINGER HEALTH SERVES TO ENSURE GEISINGER AFFILIATE ENTITIES HAVE ADEQUATE FINANCIAL RESOURCES TO FULFILL THEIR CHARITABLE PURPOSE, TO INITIATE AND ADMINISTER GRANT AND PHILANTHROPIC SUPPORT...SEE SCHEDULE O

  • I. VISION AND VALUES VISION: MAKING BETTER HEALTH EASY VALUES: KINDNESS - WE TREAT EVERYONE AS WE WOULD HOPE TO BE TREATED OURSELVES. EXCELLENCE - WE WILL HUMBLY STRIVE FOR EXCELLENCE IN ALL WE DO. SAFETY - WE WILL PROVIDE A SAFE ENVIRONMENT FOR OUR PATIENTS AND MEMBERS AND THE GEISINGER FAMILY. LEARNING - WE SHARE OUR KNOWLEDGE WITH THE BEST AND BRIGHTEST TO BETTER PREPARE THE CAREGIVERS OF TOMORROW. INNOVATION - WE CONSTANTLY SEEK NEW AND BETTER WAYS TO CARE FOR OUR PATIENTS, OUR MEMBERS, OUR COMMUNITIES AND THE NATION. II. GENERAL INFORMATION GEISINGER HEALTH (GH), A 501(C)(3) NOT FOR PROFIT CORPORATION, IS THE PARENT ORGANIZATION OF THE VARIOUS GEISINGER ENTITIES. ITS GOVERNING BOARD OVERSEES THE COLLECTIVE EFFORTS OF VARIOUS GEISINGER AFFILIATED ENTITIES' ACTIVITIES IN HEALTH CARE AND RELATED BUSINESSES. IN ADDITION TO ENSURING GEISINGER AFFILIATES HAVE ADEQUATE FINANCIAL RESOURCES TO FULFILL THEIR MISSIONS, GH IS INVOLVED WITH INITIATING AND ADMINISTERING GRANT AND PHILANTHROPIC SUPPORT PROGRAMS FOR ALL THE GEISINGER NOT-FOR-PROFIT ENTITIES. THE AFFILIATED ENTITIES OF GH ARE: -GEISINGER MEDICAL CENTER (GMC) IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT CORPORATION OWNING AND OPERATING A REGIONAL REFERRAL TERTIARY CARE MEDICAL CENTER IN DANVILLE, PENNSYLVANIA, A SEPARATE OUTPATIENT AMBULATORY CAMPUS ON WOODBINE LANE, DANVILLE, PENNSYLVANIA, AND GEISINGER SHAMOKIN AREA COMMUNITY HOSPITAL (GSACH) WHICH IS A CAMPUS OF GEISINGER MEDICAL CENTER LOCATED IN SHAMOKIN, PENNSYLVANIA. - GEISINGER ENCOMPASS HEALTH LIMITED LIABILITY COMPANY IS A PENNSYLVANIA LIMITED LIABILITY COMPANY REPRESENTING A JOINT VENTURE BETWEEN GEISINGER MEDICAL CENTER AND ENCOMPASS HEALTH (FORMERLY HEALTHSOUTH CORPORATION) TO PROVIDE FOR THE DEVELOPMENT, MANAGEMENT, FINANCING AND OPERATION OF A FREESTANDING REHABILITATION HOSPITAL (GEISINGER ENCOMPASS HEALTH REHABILITATION HOSPITAL) ON THE GMC CAMPUS, AND THE DEVELOPMENT OF A NETWORK TO PROVIDE OUTPATIENT REHABILITATION CENTERS AND OTHER PROGRAMS TO GEISINGER PATIENTS. -GEISINGER-HM JOINT VENTURE, LLC, ("GHM") IS A PENNSYLVANIA LIMITED LIABILITY COMPANY REPRESENTING A JOINT VENTURE BETWEEN GEISINGER MEDICAL CENTER AND HIGHMARK HEALTH. GHM IS ORGANIZED TO PROVIDE HIGH QUALITY, INNOVATIVE, COST-EFFECTIVE CLINICAL CARE TO PATIENTS IN ITS SERVICE AREA AND TO ENGAGE IN ANY ACTIVITIES AND TRANSACTIONS AS MAY BE NECESSARY TO ACCOMPLISH THE SAME INCLUDING OWNING AND/OR OPERATING HOSPITALS OR OTHER HEALTH CARE FACILITIES. GEISINGER-HM JOINT VENTURE (G-HM) OPERATES LICENSED LABORATORY SERVICES KNOWN AS GEISINGER MEDICAL LABORATORIES (GML). GEISINGER-HM JOINT VENTURE(G-HM) OWNS AND OPERATES THE AMBULATORY SURGERY CENTER/FACILITY KNOWN AS GEISINGER ENDOSCOPY - MONTOURSVILLE. -GEISINGER MEDICAL CENTER MUNCY, FORMED JUNE 11, 2020 AND RECEIVED ITS HOSPITAL FACILITY LICENSE ON JANUARY 5, 2022, WELCOMING ITS FIRST PATIENTS, MONDAY, JAN. 10, 2022. THE FULL-SERVICE HOSPITAL, INCLUDING AN EMERGENCY ROOM, CLINICAL DECISION UNIT, INTENSIVE CARE UNIT, SURGICAL SUITES AND PRIMARY AND SPECIALTY CARE AREAS IS PART OF A CLINICAL JOINT VENTURE BETWEEN GEISINGER AND HIGHMARK HEALTH THAT EXPANDS ACCESS TO CARE FOR THOSE IN A FOUR-COUNTY REGION COVERING CLINTON, LYCOMING, SULLIVAN, AND TIOGA COUNTIES. - COMMUNITY MEDICAL CENTER, DBA GEISINGER-COMMUNITY MEDICAL CENTER(CMC) IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT CORPORATION OWNING AND OPERATING AN ACUTE CARE HOSPITAL IN SCRANTON, PENNSYLVANIA. -COMMUNITY MEDICAL CENTER HOLDS A 100% MEMBERSHIP INTEREST IN GEISINGER SCA HOLDINGS, LLC, A DELAWARE LIMITED LIABILITY COMPANY, WHICH IN TURN IS THE MAJORITY OWNER OF LACKAWANNA PHYSICIANS AMBULATORY SURGERY CENTER, LLC, DOING BUSINESS AS NORTH EAST SURGERY CENTER, OPERATING AN AMBULATORY SURGERY CENTER LOCATED IN DICKSON CITY, PA. - GEISINGER-BLOOMSBURG HOSPITAL (GBH), IS A PENNSYLVANIA 501(C)(3) NOT-FOR PROFIT CORPORATION OWNING AND OPERATING A GENERAL COMMUNITY-BASED ACUTE- CARE HOSPITAL IN BLOOMSBURG, PENNSYLVANIA. - GEISINGER WYOMING VALLEY MEDICAL CENTER (GWV) IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT CORPORATION OWNING AND OPERATING AN ACUTE CARE, COMMUNITY HOSPITAL IN WILKES-BARRE, PENNSYLVANIA, AND GEISINGER SOUTH WILKES-BARRE CAMPUS(GSWB) WHICH IS AN AMBULATORY CAMPUS LOCATED IN SOUTH WILKES-BARRE, PENNSYLVANIA. - GEISINGER-LEWISTOWN HOSPITAL (GLH), IS A PENNSYLVANIA 501(C)(3) NOT FOR- PROFIT CORPORATION OWNING AND OPERATING A GENERAL COMMUNITY-BASED ACUTE- CARE HOSPITAL IN LEWISTOWN, PENNSYLVANIA. - GEISINGER CLINIC (GC) IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT CORPORATION WHICH OPERATES A MULTI-SPECIALTY GROUP MEDICAL PRACTICE. GEISINGER CLINIC PROVIDES PHYSICIAN STAFF FOR PATIENT CARE, EDUCATION, AND CLINICAL RESEARCH, AND OPERATES GEISINGER CONVENIENT CARE CLINICS (FORMERLY KNOWN AS CAREWORKS). - GC IS THE SINGLE MEMBER OF GEISINGER PHARMACY, LLC A PENNSYLVANIA LIMITED LIABILITY COMPANY PROVIDING PHARMACY SERVICES SUCH AS SPECIALTY, MAIL ORDER, HOME INFUSION AND PHARMACY AT VARIOUS LOCATIONS THROUGHOUT THE GEISINGER SERVICE AREA. -GEISINGER CLINIC (GC) HAS PRIMARY OWNERSHIP (75%) IN KEYSTONE ACCOUNTABLE CARE ORGANIZATION (KACO), A PARTNERSHIP WITH EVANGELICAL COMMUNITY HOSPITAL (10%), THE WRIGHT CENTER (10%), AND WAYNE MEMORIAL HOSPITAL (5%). KACO PARTNERS WITH DOCTORS, HOSPITALS AND OTHER HEALTHCARE PROVIDERS WHO WORK TOGETHER TO PROVIDE BETTER, MORE COORDINATED CARE. - FAMILY HEALTH ASSOCIATES OF GEISINGER-LEWISTOWN HOSPITAL (FHA) IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT CORPORATION WHICH OPERATES A MULTI- SPECIALTY GROUP PRACTICE IN LEWISTOWN, PENNSYLVANIA. FHA MERGED INTO GEISINGER CLINIC, EFFECTIVE JANUARY 1, 2023. - MARWORTH (MW) IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT RESIDENTIAL ALCOHOL AND CHEMICAL DEPENDENCY DETOXIFICATION AND REHABILITATION FACILITY IN WAVERLY, PENNSYLVANIA, WITH AN INPATIENT CENTER AND OUTPATIENT AND FAMILY ADDICTION TREATMENT PROGRAMS. - GEISINGER COMMUNITY HEALTH SERVICES (GCHS), A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT ORGANIZATION, OPERATES A PACE PROGRAM (PROGRAM OF ALL- INCLUSIVE CARE FOR THE ELDERLY) UNDER THE LIFE GEISINGER BRAND. - WEST SHORE ADVANCED LIFE SUPPORT SERVICES, INC. (WSALS) (DOING BUSINESS AS GEISINGER EMS), IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT CORPORATION WHICH PROVIDES AMBULANCE AND MEDICAL TRANSPORT SERVICES ACROSS CENTRAL PENNSYLVANIA. - GEISINGER HEALTH PLAN (GHP) IS A PENNSYLVANIA 501(C)(4) NOT-FOR-PROFIT HEALTH MAINTENANCE CORPORATION OPERATING HEALTH INSURANCE PRODUCT LINES. - GEISINGER SYSTEM SERVICES IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT SUPPORT SERVICE CORPORATION PROVIDING FINANCIAL SERVICES, HUMAN RESOURCES, INFORMATION SYSTEMS, INTERNAL AUDITS, LEGAL SERVICES, HEALTHCARE TRANSFORMATION, STRATEGIC PLANNING, MARKETING AND PUBLIC RELATIONS, AND FACILITIES SERVICES TO GEISINGER AFFILIATES. - KEYSTONE HEALTH INFORMATION EXCHANGE, INCORPORATED (KEYHIE), IS A PENNSYLVANIA 501(C)(3) AND 509(A)(1) NOT-FOR-PROFIT CORPORATION WHICH COLLABORATES WITH OTHER HEALTH CARE ORGANIZATIONS TO IMPROVE ACCESS TO HEALTH INFORMATION TECHNOLOGY FOR ALL PROVIDERS IN GEISINGER'S SERVICE AREA AND TO IMPROVE THE EXCHANGE OF HEALTH CARE INFORMATION WHEN PATIENTS TRANSITION FROM ONE HEALTH CARE SETTING TO ANOTHER. - GEISINGER INSURANCE CORPORATION, RISK RETENTION GROUP (RRG) IS A NON- PROFIT CORPORATION DOMICILED IN THE STATE OF VERMONT AND REGISTERED BY THE PENNSYLVANIA INSURANCE DEPARTMENT, TO PROVIDE PRIMARY PROFESSIONAL LIABILITY COVERAGE FOR VARIOUS GEISINGER ENTITIES. - LEWISTOWN AMBULATORY CARE CORPORATION (LACC) IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT CORPORATION OPERATING A REAL ESTATE HOLDING COMPANY THAT OWNS AND/OR MANAGES THE LEWISTOWN NON-HOSPITAL REAL ESTATE ASSETS. LACC MERGED INTO GEISINGER-LEWISTOWN HOSPITAL, EFFECTIVE JUNE 1, 2022. - GEISINGER ASSURANCE COMPANY, LTD. (GAC) IS FOR-PROFIT COMPANY DOMICILED IN THE CAYMAN ISLANDS WHICH PROVIDES REINSURANCE AGAINST LIABILITY ARISING OUT OF SYSTEM ACTIVITIES, INCLUDING MEDICAL, LEGAL, AND GENERAL LIABILITY. THE GEISINGER ASSURANCE COMPANY PROVIDES 100% OF THE REINSURANCE FOR THE SYSTEM'S PRIMARY LIABILITY COVERAGE. - ISS SOLUTIONS INC. (FORMERLY KNOWN AS GEISINGER MEDICAL MANAGEMENT CORP.) IS A PENNSYLVANIA FOR-PROFIT CORPORATION THAT DELIVERS CLINICAL AND INFORMATIONAL TECHNOLOGY SERVICES AND BUSINESS SOFTWARE SOLUTIONS TO CLIENTS THROUGHOUT THE UNITED STATES, AND OWNS AND OPERATES THE PINE BARN INN, A RESTAURANT, HOTEL, AND SPECIAL EVENTS VENUE LOCATED IN DANVILLE, PENNSYLVANIA. - GEISINGER INDEMNITY INSURANCE COMPANY IS A PENNSYLVANIA FOR-PROFIT CORPORATION PROVIDING INDEMNITY HEALTH INSURANCE. - GEISINGER QUALITY OPTIONS, INC. IS A PENNSYLVANIA FOR-PROFIT CORPORATION PROVIDING INDEMNITY HEALTH INSURANCE. - GEISINGER COMMONWEALTH SCHOOL OF MEDICINE, FORMERLY KNOWN AS THE COMMONWEALTH MEDICAL COLLEGE, IS A PENNSYLVANIA 501(C)(3) NOT-FOR-PROFIT COMMUNITY-BASED MEDICAL COLLEGE AND GRADUATE DEGREE-GRANTING INSTITUTION, WHICH HAS BEEN GRANTED DEGREE GRANTING AUTHORITY BY THE COMMONWEALTH OF PENNSYLVANIA AND IS FULLY ACCRED

    Expenses $24,112,019 · Grants $14,181,980 · Revenue $6,907,262

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Jaewon Ryu MD JD

    PRES, CEO, D

    Total calculated
    $7,105,981
    From this org
    $0
    From related orgs
    $5,545,041
    Other
    $1,560,940

    Schedule J breakdown matched by us

    Base
    not reported + $4,189,940 related
    Bonus
    not reported
    Other
    not reported + $1,355,101 related
    Deferred
    not reported + $1,526,570 related
    Nontaxable benefits
    not reported + $34,370 related
    Filer's total
    not reported + $7,105,981 related

  • Kevin V Roberts MBA CPA

    EVP, CFO, TR

    Total calculated
    $2,110,506
    From this org
    $0
    From related orgs
    $1,735,635
    Other
    $374,871

    Schedule J breakdown matched by us

    Base
    not reported + $1,652,425 related
    Bonus
    not reported
    Other
    not reported + $83,210 related
    Deferred
    not reported + $348,862 related
    Nontaxable benefits
    not reported + $26,009 related
    Filer's total
    not reported + $2,110,506 related

  • Amy B Brayford

    EVP,CHIEF OF

    Total calculated
    $1,800,198
    From this org
    $0
    From related orgs
    $1,511,422
    Other
    $288,776

    Schedule J breakdown matched by us

    Base
    not reported + $1,194,600 related
    Bonus
    not reported
    Other
    not reported + $316,822 related
    Deferred
    not reported + $253,076 related
    Nontaxable benefits
    not reported + $35,700 related
    Filer's total
    not reported + $1,800,198 related

  • Matthew Walsh

    EVP, COO

    Total calculated
    $1,679,584
    From this org
    $0
    From related orgs
    $1,371,594
    Other
    $307,990

    Schedule J breakdown matched by us

    Base
    not reported + $1,219,503 related
    Bonus
    not reported
    Other
    not reported + $152,091 related
    Deferred
    not reported + $271,570 related
    Nontaxable benefits
    not reported + $36,420 related
    Filer's total
    not reported + $1,679,584 related

  • James E Hartle MD

    EVP, CMO

    Total calculated
    $1,652,569
    From this org
    $0
    From related orgs
    $1,335,516
    Other
    $317,053

    Schedule J breakdown matched by us

    Base
    not reported + $1,313,772 related
    Bonus
    not reported
    Other
    not reported + $21,744 related
    Deferred
    not reported + $286,570 related
    Nontaxable benefits
    not reported + $30,483 related
    Filer's total
    not reported + $1,652,569 related

  • Dominic Moffa MBA Fache

    EVP, CH. STR

    Total calculated
    $1,535,194
    From this org
    $0
    From related orgs
    $1,289,288
    Other
    $245,906

    Schedule J breakdown matched by us

    Base
    not reported + $973,165 related
    Bonus
    not reported
    Other
    not reported + $316,123 related
    Deferred
    not reported + $217,381 related
    Nontaxable benefits
    not reported + $28,525 related
    Filer's total
    not reported + $1,535,194 related

  • Kurt Wrobel Fsa Maaa

    EVP, INSURAN

    Total calculated
    $1,404,503
    From this org
    $0
    From related orgs
    $1,071,956
    Other
    $332,547

    Schedule J breakdown matched by us

    Base
    not reported + $940,946 related
    Bonus
    not reported
    Other
    not reported + $131,010 related
    Deferred
    not reported + $297,570 related
    Nontaxable benefits
    not reported + $34,977 related
    Filer's total
    not reported + $1,404,503 related

  • Julie Byerley MD MPH

    EVP, CAO, DE

    Total calculated
    $1,193,374
    From this org
    $0
    From related orgs
    $824,904
    Other
    $368,470

    Schedule J breakdown matched by us

    Base
    not reported + $711,710 related
    Bonus
    not reported
    Other
    not reported + $113,194 related
    Deferred
    not reported + $331,570 related
    Nontaxable benefits
    not reported + $36,900 related
    Filer's total
    not reported + $1,193,374 related

  • Karen Murphy RN PhD

    EVP, CHIEF I

    Total calculated
    $1,133,493
    From this org
    $0
    From related orgs
    $936,633
    Other
    $196,860

    Schedule J breakdown matched by us

    Base
    not reported + $790,834 related
    Bonus
    not reported
    Other
    not reported + $145,799 related
    Deferred
    not reported + $181,570 related
    Nontaxable benefits
    not reported + $15,290 related
    Filer's total
    not reported + $1,133,493 related

  • Steven B Bender Esquire

    EVP, CLO, SE

    Total calculated
    $1,101,512
    From this org
    $0
    From related orgs
    $885,926
    Other
    $215,586

    Schedule J breakdown matched by us

    Base
    not reported + $846,303 related
    Bonus
    not reported
    Other
    not reported + $39,623 related
    Deferred
    not reported + $181,570 related
    Nontaxable benefits
    not reported + $34,016 related
    Filer's total
    not reported + $1,101,512 related

  • Janet F Tomcavage RN Msn

    EVP, CNO

    Total calculated
    $932,173
    From this org
    $0
    From related orgs
    $735,904
    Other
    $196,269

    Schedule J breakdown matched by us

    Base
    not reported + $694,056 related
    Bonus
    not reported
    Other
    not reported + $41,848 related
    Deferred
    not reported + $166,570 related
    Nontaxable benefits
    not reported + $29,699 related
    Filer's total
    not reported + $932,173 related

  • Nancy G Lawton

    CH. PHILANTH

    Total calculated
    $432,752
    From this org
    $374,005
    From related orgs
    $0
    Other
    $58,747
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $366,846
    Bonus
    not reported
    Other
    $7,159
    Deferred
    $21,570
    Nontaxable benefits
    $37,177
    Filer's total
    $432,752

  • Lori R Gramley Esquire

    ACLO, ASST S

    Total calculated
    $392,858
    From this org
    $0
    From related orgs
    $347,436
    Other
    $45,422

    Schedule J breakdown matched by us

    Base
    not reported + $321,611 related
    Bonus
    not reported
    Other
    not reported + $25,825 related
    Deferred
    not reported + $21,570 related
    Nontaxable benefits
    not reported + $23,852 related
    Filer's total
    not reported + $392,858 related

  • Robin Endicott

    VP PHILANTHR

    Total calculated
    $273,964
    From this org
    $245,400
    From related orgs
    $0
    Other
    $28,564
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $230,118
    Bonus
    not reported
    Other
    $15,282
    Deferred
    $16,074
    Nontaxable benefits
    $12,490
    Filer's total
    $273,964

  • David H Ledbetter PhD Facmg

    FORMER OFFIC

    Total calculated
    $269,173
    From this org
    $0
    From related orgs
    $265,747
    Other
    $3,426

    Schedule J breakdown matched by us

    Base
    not reported
    Bonus
    not reported
    Other
    not reported + $265,747 related
    Deferred
    not reported
    Nontaxable benefits
    not reported + $3,426 related
    Filer's total
    not reported + $269,173 related

  • Steven J Scheinman MD

    FORMER OFFIC

    Total calculated
    $249,973
    From this org
    $0
    From related orgs
    $234,757
    Other
    $15,216

    Schedule J breakdown matched by us

    Base
    not reported + $27,982 related
    Bonus
    not reported + $200,000 related
    Other
    not reported + $6,775 related
    Deferred
    not reported + $15,165 related
    Nontaxable benefits
    not reported + $51 related
    Filer's total
    not reported + $249,973 related

  • Crystal Quintin

    AVP, GRANTS

    Total calculated
    $199,361
    From this org
    $158,661
    From related orgs
    $0
    Other
    $40,700
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,936
    Bonus
    not reported
    Other
    $17,725
    Deferred
    $7,299
    Nontaxable benefits
    $33,401
    Filer's total
    $199,361

  • Judy Graham

    PRINCIPAL GI

    Total calculated
    $186,492
    From this org
    $177,437
    From related orgs
    $0
    Other
    $9,055
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,134
    Bonus
    not reported
    Other
    $13,303
    Deferred
    $8,892
    Nontaxable benefits
    $163
    Filer's total
    $186,492

  • Brian Ebersole

    FORMER 5 HIG

    Total calculated
    $181,863
    From this org
    $0
    From related orgs
    $148,218
    Other
    $33,645

    Schedule J breakdown matched by us

    Base
    not reported + $146,580 related
    Bonus
    not reported
    Other
    not reported + $1,638 related
    Deferred
    not reported + $7,901 related
    Nontaxable benefits
    not reported + $25,744 related
    Filer's total
    not reported + $181,863 related

  • Angela Brouse

    REGIONAL DIR

    Total calculated
    $173,848
    From this org
    $132,178
    From related orgs
    $0
    Other
    $41,670
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,721
    Bonus
    not reported
    Other
    $1,457
    Deferred
    $6,927
    Nontaxable benefits
    $34,743
    Filer's total
    $173,848

  • Cheryl Connolly

    REGIONAL DIR

    Total calculated
    $169,227
    From this org
    $131,034
    From related orgs
    $0
    Other
    $38,193
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $127,921
    Bonus
    not reported
    Other
    $3,113
    Deferred
    $6,509
    Nontaxable benefits
    $31,684
    Filer's total
    $169,227

  • Glenn Bernius

    SYSTEM DIREC

    Total calculated
    $166,466
    From this org
    $136,172
    From related orgs
    $0
    Other
    $30,294
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,379
    Bonus
    not reported
    Other
    $793
    Deferred
    $7,031
    Nontaxable benefits
    $23,263
    Filer's total
    $166,466

  • Heather M Acker

    DIRECTOR, VI

    Total calculated
    $8,307
    From this org
    $0
    From related orgs
    $8,307
    Other
    $0
    Hours/week
    0.5 + 0.25 related

  • Joseph John Bridy

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Jeffrey A Jacobson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3 related

  • Benjamin K Chu MD MPH Macp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3.5 related

  • Thomas H Lee Jr MD Msc

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.25 related

  • Virginia McGregor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3.25 related

  • Gail R Wilensky PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • John C Bravman PhD

    DIRECTOR, CH

    Total calculated
    $0
    Hours/week
    0.5 + 0.5 related

  • Sherry A Glied PhD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.25 related

  • Robert E Poole

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Donald T Rosini

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.25 related

  • William E Sordoni

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Christopher B Sullivan

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 0.25 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Form 990 of other organizations
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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 1,322,351 0 AMY B. BRAYFORD 0 289,290 0 MATTHEW WALSH 0 123,179 0 DOMINIC MOFFA, MBA, FACHE 0 273,879 0 KURT WROBEL, FSA, MAAA 0 95,748 0 KAREN MURPHY, RN, PHD 0 108,481 0 DAVID H. LEDBETTER, PHD, FACMG 261,807 0 0
SCHEDULE J, PART III
PART I, LINE 4A - SEVERANCE PAYMENT UPON INVOLUNTARY SEPARATION, EMPLOYEES MAY BE ELIGIBLE TO RECEIVE CONTINUATION OF SALARY FOR A TERM THAT IS BASED ON THEIR YEARS OF GEISINGER SERVICE AND POSITION. PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN COMPENSATION FOR ELIGIBLE EMPLOYEES MAY BE DEFERRED TO A 457(F)NONQUALIFIED PLAN THAT VESTS WITH COMPLETION OF SERVICE, DEATH AND/OR PERMANENT DISABILITY. __________________________________________________________________________ FOOTNOTE: THROUGHOUT THIS DOCUMENT, THE TERMS "GEISINGER- OR "GEISINGER HEALTH" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM COMPRISED OF GEISINGER HEALTH FOUNDATION (THE "FOUNDATION") AS PARENT AND ALL SUBSIDIARY CORPORATE ENTITIES COMPRISING THE HEALTH CARE SYSTEM. IN ADDITION, THROUGHOUT THIS DOCUMENT, THE TERM "SYSTEM" SHALL REFER TO THE ENTIRE HEALTH CARE SYSTEM AS PREVIOUSLY DEFINED PLUS ITS AFFILIATES.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • KEYSTONE ACCOUNTABLE CARE ORG LLC

    ACO · PA

  • GEISINGER ENCOMPASS HEALTH LLC

    PHY THERAP · PA

  • EVANGELICAL-GEISINGER HEALTH LLC

    HEALTHCARE · PA

  • LACKAWANNA PHYS AMB SURG CTRLLC

    HEALTHCARE · PA

  • GEISINGER-HM JOINT VENTURE LLC

    HEALTHCARE · PA

  • KEYSTONE HEALTHCARE PARTNERSHIPLLC

    HOME HLTH · PA

  • COMMONWEALTH MSO LLC

    HEALTHCARE · PA

  • PHARMACY INNOVATION ALLIANCE LLC

    PURCHASING · DE

  • KKA VALUE FUND II GMBH & CO

    INVESTMENT · GM · 56.62% owned

  • KKA CO-INVEST I GMBH & CO KG

    INVESTMENT · GM · 100% owned

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ISS SOLUTIONS INC

    CLINIC ENG · PA · controlled entity

  • GEISINGER INDEMNITY INSURANCE CO

    HLTH INSUR · PA · controlled entity

  • GEISINGER QUALITY OPTIONS INC

    HLTH INSUR · PA · controlled entity

  • GEISINGER ASSURANCE COMPANY LTD

    FINANCIAL · CJ · controlled entity

  • CT WAREHOUSE GMBH

    HOLDING CO · GM

  • KKA PROJECT 3 HOLDING GMBH

    HOLDING CO · GM

  • KKA PROJECT 4 HOLDING GMBH

    HOLDING CO · GM

  • RTNX TOP GMBH

    HOLDING CO · GM

  • KKA WAREHOUSE GMBH

    HOLDING CO · GM

  • KKA PROJECT 2 HOLDING GMBH

    HOLDING CO · GM

  • PROJECT 4 WAREHOUSE GMBH

    HOLDING CO · GM

Provenance

Return type
form_990
Tax year
2022
Filed
7 November 2023
IRS schema version
2022v5.0
Source object
202343189349304554

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