Form 990 for tax year 2022
Filed by GEISINGER COMMONWEALTH SCHOOL OF MEDICINE.
Totals
- Total revenue
- $48,091,878
- Total expenses
- $43,644,927
- Contributions and grants received
- $8,667,769
- Grants paid
- $3,870,348
- Program service revenue
- $35,099,358
- Investment income
- $3,679,358
- Other revenue
- $645,393
- Total assets, end of year
- $178,610,923
- Total liabilities, end of year
- $59,540,909
- Net assets or fund balances, end of year
- $119,070,014
- Program services expenses (Part IX)
- $37,560,776
- Management and general expenses
- $6,084,151
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $37,560,776
Program services were 86.1% 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.
-
1e · Government grants (contributions)
$8,431,482
-
1f · All other contributions, gifts and grants
$236,287
-
2a · Program service revenue: TUITION AND FEES
total $33,759,087 · related or exempt $33,759,087
-
2b · Program service revenue: IC REVENUE
total $1,310,996 · related or exempt $1,310,996
-
2c · Program service revenue: RENTAL INCOME
total $29,275 · excluded $29,275
-
3 · Investment income
total $309,767 · excluded $309,767
-
4 · Income from investment of tax-exempt bond proceeds
total $1,201 · excluded $1,201
-
7a · Gross sales of assets other than inventory
securities $3,369,117
-
7b · Less cost or other basis and sales expenses
other assets $727
-
7c · Gain or loss
securities $3,369,117 · other assets -$727
-
7d · Net gain or loss
total $3,368,390 · excluded $3,368,390
-
11a · Other revenue: PCOM STUDENTS TRAINING
total $256,250 · related or exempt $256,250
-
11b · Other revenue: CONTRACT INCOME
total $208,332 · related or exempt $208,332
-
11c · Other revenue: CAFETERIA SALES
total $55,458 · excluded $55,458
-
11d · All other revenue
total $125,353 · related or exempt $82,074 · excluded $43,279
-
11e · Other revenue, total
$645,393
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $3,870,348 · program services $3,870,348
-
5 · Compensation of officers, directors and key employees
total $1,838,758 · program services $1,450,246 · management and general $388,512
-
6 · Compensation of disqualified persons
total $544,966 · program services $524,401 · management and general $20,565
-
7 · Other salaries and wages
total $17,348,167 · program services $15,732,330 · management and general $1,615,837
-
8 · Pension plan contributions
total $917,636 · program services $823,467 · management and general $94,169
-
9 · Other employee benefits
total $2,074,765 · program services $1,861,850 · management and general $212,915
-
10 · Payroll taxes
total $1,236,938 · program services $1,124,351 · management and general $112,587
-
11b · Fees: legal
total $125,909 · program services $125,909
-
11c · Fees: accounting
total $30,136 · management and general $30,136
-
11d · Fees: lobbying
total $1,644 · management and general $1,644
-
11f · Fees: investment management
total $78,767 · management and general $78,767
-
11g · Fees: other
total $3,997,806 · program services $2,970,305 · management and general $1,027,501
-
12 · Advertising and promotion
total $1,874 · program services $1,874
-
13 · Office expenses
total $742,867 · program services $432,116 · management and general $310,751
-
14 · Information technology
total $1,127,480 · program services $775,683 · management and general $351,797
-
16 · Occupancy
total $791,447 · program services $689,176 · management and general $102,271
-
17 · Travel
total $246,287 · program services $233,942 · management and general $12,345
-
19 · Conferences, conventions and meetings
total $12,171 · program services $5,337 · management and general $6,834
-
20 · Interest
total $1,276,460 · program services $1,111,515 · management and general $164,945
-
22 · Depreciation, depletion and amortization
total $3,023,433 · program services $2,135,223 · management and general $888,210
-
23 · Insurance
total $424,323 · program services $284,682 · management and general $139,641
-
24a · Other expenses: INTER ENTITY EXP
total $2,773,157 · program services $2,395,643 · management and general $377,514
-
24b · Other expenses: BOOKS LICENSE FEES
total $902,038 · program services $888,329 · management and general $13,709
-
24c · Other expenses: ABANDONED PLANNING COSTS
total $100,818 · management and general $100,818
-
24d · Other expenses: UNCOLLECTIBLE EXP
total $70,000 · program services $70,000
-
24e · All other expenses
total $86,732 · program services $54,049 · management and general $32,683
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $6,704,017
-
2 · Savings and temporary cash investments
beginning of year $1,944,744 · end of year $24,864,579
-
3 · Pledges and grants receivable
beginning of year $17,174 · end of year $37,011
-
4 · Accounts receivable
beginning of year $11,051,214 · end of year $10,978,939
-
5 · Loans and receivables from officers and key people
end of year $81,154
-
7 · Other notes and loans receivable
beginning of year $11,881,032 · end of year $22,465,970
-
9 · Prepaid expenses and deferred charges
beginning of year $1,022,878 · end of year $1,273,894
-
10a · Land, buildings and equipment: cost or other basis
$90,386,957
-
10b · Land, buildings and equipment: accumulated depreciation
$17,912,410
-
10c · Land, buildings and equipment, net
beginning of year $69,269,374 · end of year $72,474,547
-
11 · Investments: publicly traded securities
end of year $27,142,012
-
12 · Investments: other securities
beginning of year $46,879,297 · end of year $19,159,784
-
15 · Other assets
beginning of year $22,285 · end of year $133,033
-
17 · Accounts payable and accrued expenses
beginning of year $888,650 · end of year $601,756
-
19 · Deferred revenue
beginning of year $4,419,575 · end of year $19,214,913
-
20 · Tax-exempt bond liabilities
beginning of year $36,815,557 · end of year $36,688,398
-
21 · Escrow or custodial account liability
beginning of year $7,397 · end of year $7,951
-
25 · Other liabilities
beginning of year $4,803,255 · end of year $3,027,891
-
27 · Net assets without donor restrictions
beginning of year $101,175,356 · end of year $118,524,374
-
28 · Net assets with donor restrictions
beginning of year $682,225 · end of year $545,640
Mission and programs · 2022
Mission
GEISINGER COMMONWEALTH SCHOOL OF MEDICINE EDUCATES ASPIRING PHYSICIANS AND SCIENTISTS TO SERVE SOCIETY USING A COMMUNITY-BASED, PATIENT-CENTERED, INTER-PROFESSIONAL AND EVIDENCE-BASED MODEL OF EDUCATION THAT IS COMMITTED TO INCLUSION, PROMOTES DISCOVERY AND UTILIZES INNOVATIVE TECHNIQUES.
Activities or mission (Part I)
GEISINGER COMMONWEALTH SCHOOL OF MEDICINE EDUCATES ASPIRING PHYSICIANS AND SCIENTISTS TO SERVE SOCIETY USING A COMMUNITY-BASED, PATIENT-CENTERED, INTERPROFESSIONAL AND EVIDENCE-BASED MODEL OF EDUCATION... SEE SCHEDULE O
-
ACADEMIC PROGRAM GEISINGER COMMONWEALTH SCHOOL OF MEDICINE (GCSOM) OFFERS TWO SEPARATE DEGREE PROGRAMS: A DOCTOR OF MEDICINE (MD) PROGRAM AND A MASTER OF BIOMEDICAL SCIENCE (MBS) PROGRAM. GCSOM FOCUSES BIOMEDICAL RESEARCH AND TRAINING PROGRAMS ON HEALTH ISSUES PREVALENT IN NORTHEASTERN AND NORTH CENTRAL PENNSYLVANIA, A 17-COUNTY REGION WITH 1.8 MILLION RESIDENTS. THE REGION HAS AN AGING POPULATION, 19.5 PERCENT OF RESIDENTS ARE OLDER THAN AGE 65, COMPARED TO 15.1 PERCENT NATIONALLY. MOREOVER, THE REGION HAS HIGH INCIDENCES OF BREAST, LUNG, COLORECTAL AND PROSTATE CANCERS, AS WELL AS HIGH INCIDENCES OF NON-HODGKIN'S LYMPHOMA, OTHER CHRONIC DISEASE ASSOCIATED WITH AGING, AND SIGNIFICANT NEEDS IN PRIMARY CARE, MENTAL/BEHAVIORAL HEALTH, AND COMMUNITY MEDICINE. IN 2021, GCSOM LAUNCHED THE NEW TOTAL HEALTH CURRICULUM (THC), WHICH IS A FOUR-YEAR, THREE-PHASE CURRICULUM THAT MATRICULATES 115 STUDENTS PER CLASS. THE FIRST PHASE IS A NOVEL ACTIVE LEARNING-BASED, INTEGRATED, CURRICULUM THAT USES THE CLINICAL PRESENTATION MODEL, WITHIN SYSTEM-BASED BLOCKS. IN THIS PHASE, STUDENTS ALSO GAIN EARLY CLINICAL EXPERIENCE IN THE LONGITUDINAL CLINICAL EXPERIENCE WHERE STUDENTS WORK IN LOCAL PRIMARY CARE CLINICS. IN THE SECOND PHASE, STUDENTS ARE ASSIGNED TO ONE OF GCSOM REGIONAL CAMPUSES, WHERE THEY WILL VOLUNTEER AT NONPROFIT AGENCIES AND TRAIN IN MEDICAL SETTINGS. THE REGIONAL CAMPUSES ARE NORTH (SCRANTON), SOUTH (WILKES-BARRE), CENTRAL (DANVILLE), WEST (LEWISTOWN/STATE COLLEGE) GUTHRIE (SAYRE), AND ATLANTICARE (ATLANTIC CITY, NJ). IN THE THIRD PHASE, STUDENTS PARTICIPATE IN REQUIRED CORE CLINICAL CURRICULUM AND NUMEROUS ELECTIVES FOCUSED ON ADVANCED SPECIALTY TRAINING, RESEARCH, AND MEDICAL EDUCATION TEACHING. THE THC INCLUDES THE NOVEL SYSTEMS, SOCIETY, AND HUMANISM IN MEDICINE CURRICULUM (SSHM) COMPOSED OF SIX LONGITUDINAL THEMES THAT ARE INTEGRATED THROUGHOUT THE CURRICULUM AND TRANSFORM SOCIALLY RESPONSIBLE STUDENTS INTO SOCIALLY ACCOUNTABLE LEADERS IN THE HEALTHCARE SYSTEM AND THEIR COMMUNITIES. SSHM FOSTERS THE DEVELOPMENT OF COMPASSIONATE AND ADAPTABLE PHYSICIANS DEDICATED TO A PERSON-CENTERED APPROACH TO IMPROVING THE HEALTH AND WELL-BEING OF THE PATIENTS AND COMMUNITIES THEY SERVE. SSHM FEATURES THE FAMILY CENTERED AND COMMUNITY EXPERIENCE (FCCE), AN OUTGROWTH OF GCSOM'S SUCCESSFUL FAMILY-CENTERED EXPERIENCE. THE FCCE MATCHES STUDENTS WITH FAMILIES LIVING WITH CHRONIC ILLNESSES, DISABILITIES OR WHOSE LIVED EXPERIENCE IMPACTS THEIR HEALTH. THIS ALLOWS OUR COMMUNITY MEMBERS TO BE OUR STUDENTS' EDUCATORS, AND FOR STUDENTS TO LISTEN AND LEARN FROM PEOPLE WITH LIVED EXPERIENCES THAT HAVE IMPACTED THEIR HEALTH OR THE HEALTH OF THE COMMUNITY. STUDENTS ALSO PARTICIPATE IN A LONGITUDINAL COMMUNITY HEALTH INTERVENTION PROJECT TO GAIN SERVICE-LEARNING EXPERIENCE, TO INVESTIGATE AND/OR SOLVE A COMMUNITY HEALTH ISSUE, TO MAKE AN IMMEDIATE IMPROVEMENT IN THE COMMUNITY AND TO ENHANCE THE HEALTH OF THE REGION'S CITIZENS. IN ADDITION, MD CANDIDATES PARTICIPATE IN COMMUNITY SERVICE. TAKEN TOGETHER, STUDENTS HAVE VOLUNTEERED MORE THAN 50,000 HOURS TO THE COMMUNITY SINCE THE SCHOOL'S INCEPTION. THE STUDENTS ORGANIZE BLOOD DRIVES AND HEALTH FAIRS, TUTOR LOCAL CHILDREN, COLLECT FOOD AND WARM CLOTHING FOR THE HOMELESS AND COMPLETE MANY OTHER HELPFUL ACTS THAT IMMERSE THEM IN AND IMPROVE THE WELL-BEING OF THE COMMUNITY. SINCE 2020, THE ABIGAIL GEISINGER SCHOLARS PROGRAMS (AGS) HAS PROVIDED FULL TUITION REMISSION AND AN ADDITIONAL 2000/MONTH LIVING STIPEND FOR UP TO 45 STUDENTS A YEAR. THE GOAL IS TO REDUCE STUDENT DEBT AND IMPORTANTLY REPOPULATE REGIONAL PHYSICIAN SHORTAGES IN KEY SPECIALTY AREAS INCLUDING FAMILY MEDICINE, INTERNAL MEDICINE, PEDIATRICS, AND PSYCHOLOGY. IN THE 2022 MD MATCH, 113 STUDENTS MATCHED INTO RESIDENCY PROGRAMS, 43 STUDENTS ARE ENTERING PRIMARY CARE FIELDS AND 8 ARE ENTERING PSYCHIATRY. OF THE 113 STUDENTS, 9 STUDENTS MATCHED AT GEISINGER. ADDITIONALLY, 9 AGS MATCHED AND WILL EVENTUALLY WORK AS REGIONAL PHYSICIANS. APPROXIMATELY 39% OF THE CLASS MATCHED INTO PENNSYLVANIA RESIDENCY PROGRAMS AND IN ADDITION A LARGE NUMBER OF GEISINGER COMMONWEALTH STUDENTS WILL TRAIN AT LEADING COMMUNITY-BASED PROGRAMS, AND MANY WILL GO TO RESIDENCIES AT HIGHLY COMPETITIVE TEACHING HOSPITALS, INCLUDING YALE, DUKE, CORNELL, AND BROWN. THE MBS CURRICULUM HAS BEEN DESIGNED TO PROVIDE STUDENTS WITH A UNIQUE, PERSONAL EDUCATION THAT WILL HELP THEM TO ACHIEVE THEIR CAREER GOALS. A COMMITMENT TO STUDENT-CENTERED LEARNING IS COMBINED WITH INDIVIDUALIZED CAREER AND EDUCATION PLANNING SERVICES. THE MBS PROGRAM IS DIRECTED TOWARD STUDENTS WHO ARE EITHER SEEKING TO STRENGTHEN THEIR CREDENTIALS FOR APPLICATION TO MEDICAL/HEALTH PROFESSION SCHOOL OR WHO WANT TO WORK IN OTHER HEALTH AND HEALTH-RELATED INDUSTRIES. THE MBS CURRICULUM PROVIDES STUDENTS AN OPPORTUNITY TO ADVANCE THEIR SCIENTIFIC KNOWLEDGE AND ACADEMIC METRICS BY PARTICIPATING IN REQUIRED AND ELECTIVE BASIC SCIENCE COURSES IN DISCIPLINES MIRRORING THAT OF THEIR MEDICAL SCHOOL COLLEAGUES. MBS STUDENTS ALSO ENROLL IN A COURSE THROUGH THE PRINCETON REVIEW THAT ASSISTS IN THEIR PREPARATION FOR TAKING A PROFESSIONAL SCHOOL ENTRANCE EXAMINATION. DURING THEIR COURSE OF STUDY, MBS STUDENTS DEVELOP AN EPORTFOLIO DOCUMENTING THEIR EXPERIENCES AND ACCOMPLISHMENTS IN CLINICAL/PROFESSIONAL DEVELOPMENT, SERVICE, AND CULTURAL COMPETENCE. FOLLOWING A SHIFT TO ONLINE CURRICULAR DELIVERY IN JULY 2020, THE MBS PROGRAM RETURNED TO IN-PERSON AS WELL AS ONLINE CLASSES IN THE FALL QUARTER OF 2022. IN 2022, THE MBS PROGRAM ENROLLED 145-171 STUDENTS IN THE ONLINE FORMAT DEPENDING ON THE ACADEMIC QUARTER AND 11 STUDENTS IN THE FACE-TO- FACE FORMAT. WHILE MANY STUDENTS SEEKING THEIR MBS DEGREE DECLARED RESIDENCE IN PENNSYLVANIA, 29 OTHER STATES AND THE DISTRICT OF COLUMBIA WERE DESIGNATED AS PERMANENT RESIDENCIES FOR MBS CANDIDATES IN 2022. ONE HUNDRED AND ELEVEN MBS STUDENTS SUCCESSFULLY EARNED THEIR MASTER'S DEGREE BY THE END OF 2022.
Expenses $32,075,925 · Grants $3,870,348 · Revenue $35,646,014
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RESEARCH PROGRAMS: GCSOM'S RESEARCH MISSION IS TO IMPROVE THE HEALTH AND WELL-BEING OF ITS 17 -COUNTY COMMUNITY THROUGH THE COLLABORATIVE DISCOVERY AND DISSEMINATION OF KNOWLEDGE GAINED THROUGH RESEARCH, TECHNOLOGY DEVELOPMENT, COMMUNITY ENGAGEMENT AND EDUCATION. BECAUSE IT IS OUR VISION TO BE IN SERVICE TO OUR COMMUNITY, WE STRIVE TO BE A CATALYST FOR STRATEGIC RESEARCH PARTNERSHIPS, TO BE A LEADER FOR ADVANCING BIOMEDICAL RESEARCH AND TO BE A KEYSTONE FOR IMPROVING HEALTH OUTCOMES THROUGH TRANSLATIONAL RESEARCH. WE INCORPORATE VALUES OF COLLABORATION, INTEGRITY, INNOVATION, TRANSLATION, AND ENGAGEMENT. AT GCSOM, STUDENTS HAVE THE OPPORTUNITY TO CONDUCT RESEARCH UNDER THE MENTORSHIP AND GUIDANCE OF DISTINGUISHED FACULTY. RESEARCH PROJECTS DEVELOPED BY FACULTY RESEARCH MENTORS INCLUDE TRANSLATIONAL SCIENTIFIC RESEARCH IN THE LABORATORY SETTING OR PUBLIC HEALTH, COMMUNITY, AND CLINICAL RESEARCH IN THE CLINICAL OR COMMUNITY SETTING. THESE ARE POSITIONS FOR WHICH STUDENTS DO NOT NEED SUBSTANTIAL EXPERIENCE, YET THESE RESEARCH ACTIVITIES AND THE MENTORS WHO GUIDE THEM PROVIDE UNIQUE AND RICH EDUCATIONAL OPPORTUNITIES. GCSOM HAS MULTIPLE, ORGANIZED RESEARCH OPPORTUNITIES, INCLUDING THE SUMMER RESEARCH IMMERSION PROGRAM FOR MEDICAL STUDENTS ENTERING THEIR SECOND YEAR AND THE MEDICAL RESEARCH HONORS PROGRAM FOR STUDENTS WHO WANT TO EXPLORE AN AREA OF RESEARCH INTEREST IN A SCHOLARLY MANNER THROUGHOUT THEIR FOUR YEARS OF MEDICAL SCHOOL. THIS YEAR 80 MEDICAL STUDENTS COMPLETED OUR SUMMER RESEARCH IMMERSION PROGRAM. CURRENTLY, 33 MEDICAL STUDENTS ARE PARTICIPATING IN OUR MEDICAL RESEARCH HONORS PROGRAM. ACROSS BOTH PROGRAMS, 82 FACULTY MEMBERS REPRESENTING MULTIPLE DISCIPLINES AND RESEARCH FOCUS AREAS HAVE PROVIDED MENTORSHIP TO OUR STUDENTS. SCHOLARSHIP IS A FUNDAMENTAL ASPECT OF THESE PROGRAMS, AS STUDENTS ARE ENCOURAGED TO WRITE ABSTRACTS, PRESENT POSTERS, AND PUBLISH THEIR FINDINGS. GCSOM'S STUDENT RESEARCH JOURNAL, SCHOLARLY RESEARCH IN PROGRESS (SCRIP), IS AN INTERDISCIPLINARY, PEER-REVIEWED PUBLICATION SHOWCASING THE RESEARCH AND SCHOLARLY ACCOMPLISHMENTS OF OUR STUDENTS. SINCE ITS LAUNCH IN 2017, SCRIP HAS PUBLISHED 160 ORIGINAL ARTICLES AUTHORED BY MEDICAL AND GRADUATE STUDENTS USING A SINGLE BLIND, PEER-REVIEW PROCESS BY FACULTY. THIS PROCESS PROVIDES STUDENT AUTHORS AN OPPORTUNITY TO IMPROVE THEIR RESEARCH TO A PUBLISHABLE LEVEL WHILE SIMULTANEOUSLY SUPPORTING DEVELOPMENT OF THEIR SCIENTIFIC WRITING SKILLS AND CONFIDENCE. THIS YEAR, OUR MEDICAL STUDENTS PUBLISHED 20 ORIGINAL ARTICLES IN OUR SCRIP JOURNAL; FURTHER, THEY AUTHORED OR WERE CO-AUTHORS ON 111 EXTERNAL, PEER- REVIEWED PUBLICATIONS.
Expenses $1,540,702
-
STUDENT AFFAIRS: THE STUDENT AFFAIRS TEAM SUPPORTS GCSOM'S INSTITUTIONAL MISSION AND VALUES BY FOSTERING STUDENTS' ACADEMIC, PROFESSIONAL, AND PERSONAL GROWTH. GCSOM ADMITS ACADEMICALLY SUCCESSFUL, PASSIONATE, INNOVATIVE, AND COMMUNITY- MINDED STUDENTS WITH APTITUDE FOR BIOMEDICAL SCIENCES AND A SINCERE COMMITMENT TO IMPROVING THE QUALITY OF HEALTHCARE. THE OFFICE PROVIDES A HOST OF PERSONAL, ACADEMIC AND REFERRAL SERVICES TO ENHANCE THE INTERPERSONAL AND EDUCATIONAL EXPERIENCES OF GCSOM STUDENTS. STUDENT AFFAIRS PROMOTES STUDENT ENGAGEMENT AND PARTICIPATION IN SOCIAL, CULTURAL, AND INTELLECTUAL LIFE AT GCSOM. THE OFFICE IS THE PRINCIPAL ADVISOR TO STUDENT COUNCILS, CLUBS, AND ORGANIZATIONS. THE OFFICE ALSO WORKS WITH STUDENTS FOR WELLNESS PROGRAMMING, CAREER ADVISING AND PLANNING. DURING THE 2022 CALENDAR YEAR, THE OFFICE MADE SEVERAL SIGNIFICANT CONTRIBUTIONS TO STUDENT SUPPORT PROGRAMMING. ENHANCEMENTS INCLUDE A REORGANIZATION OF THE MEDICAL STUDENT COUNCIL TO ALIGN AND SUPPORT WITH THE RENEWED CURRICULUM. THERE ARE MORE THAN 70 CLUBS AND ORGANIZATIONS AND NEARLY EVERY STUDENT PARTICIPATES IN AT LEAST ONE CLUB OR EVENT. EACH CLUB IS ALSO INVOLVED IN COMMUNITY SERVICE ACTIVITIES PARTNERING WITH LOCAL NONPROFITS RANGING FOR THE ANNUAL TURKEY TROT SUPPORTING FRIENDS OF THE POOR TO THE WOMEN'S RESOURCE CENTER, MENTORING LOCAL YOUTH AND NUMEROUS OTHER LOCAL COMMUNITY SUPPORT ORGANIZATIONS. RECOGNIZING THE CRITICAL NEED TO SUPPORT STUDENT WELLNESS, THE CENTER FOR STUDENT LIFE AND WELLNESS WAS LAUNCHED WITH RECREATION, PHYSICAL FITNESS, AND RELAXATION SPACE. THIS SPACE INCLUDES A FITNESS GYM AND EXPANDED ROOM FOR A MULTICULTURAL ROOM AND STUDENT GOVERNMENT AREA. IN ADDITION, A TELETHERAPY OPTION THROUGH THE PROVIDER TIMELYCARE WAS ADDED TO STUDENT COUNSELING SERVICES. GEISINGER COMMONWEALTH SCHOOL OF MEDICINE COMMUNITY SERVICE SUMMARY AS OF DECEMBER 31, 2022: COST OF RESEARCH ACTIVITIES 373,442 COMMUNITY HEALTH, EDUCATION, AND OUTREACH 299,950 CASH AND IN-KIND CONTRIBUTIONS 17,322 VALUE OF VOLUNTEER HOURS 7,464,189 ---------- TOTAL COMMUNITY BENEFIT ACTIVITIES 8,154,903 ==========
Expenses $3,944,149
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 JDJAEWON RYU MD JD
DIRECTOR
- 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 CPAKEVIN 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
-
Julie Byerley MD MPHJULIE BYERLEY MD MPH
PRESIDENT, D
- Total calculated
- $1,193,374
- From this org
- $824,904
- From related orgs
- $0
- Other
- $368,470
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $711,710
- Bonus
- not reported
- Other
- $113,194
- Deferred
- $331,570
- Nontaxable benefits
- $36,900
- Filer's total
- $1,193,374
-
Steven B Bender EsquireSTEVEN 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
-
William JeffriesWILLIAM JEFFRIES
VP ACADAFF,
- Total calculated
- $508,070
- From this org
- $461,086
- From related orgs
- $0
- Other
- $46,984
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $380,107
- Bonus
- $50,000
- Other
- $30,979
- Deferred
- $21,570
- Nontaxable benefits
- $25,414
- Filer's total
- $508,070
-
Janet Townsend MDJANET TOWNSEND MD
VICE DEAN FA
- Total calculated
- $421,882
- From this org
- $366,124
- From related orgs
- $0
- Other
- $55,758
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $306,840
- Bonus
- not reported
- Other
- $59,284
- Deferred
- $21,570
- Nontaxable benefits
- $34,188
- Filer's total
- $421,882
-
Leighton HueyLEIGHTON HUEY
DEAN ACADEMI
- Total calculated
- $413,845
- From this org
- $386,649
- From related orgs
- $0
- Other
- $27,196
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $342,160
- Bonus
- not reported
- Other
- $44,489
- Deferred
- $21,570
- Nontaxable benefits
- $5,626
- Filer's total
- $413,845
-
Lori R Gramley EsquireLORI 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
-
Anna M Arvay CPA MBAANNA M ARVAY CPA MBA
VP FINANCE&A
- Total calculated
- $391,811
- From this org
- $338,446
- From related orgs
- $0
- Other
- $53,365
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $282,535
- Bonus
- $30,000
- Other
- $25,911
- Deferred
- $21,570
- Nontaxable benefits
- $31,795
- Filer's total
- $391,811
-
James G MichaelsJAMES G MICHAELS
FORMER 5 HIG
- Total calculated
- $360,974
- From this org
- $0
- From related orgs
- $314,338
- Other
- $46,636
Schedule J breakdown matched by us
- Base
- not reported + $308,780 related
- Bonus
- not reported
- Other
- not reported + $5,558 related
- Deferred
- not reported + $21,570 related
- Nontaxable benefits
- not reported + $25,066 related
- Filer's total
- not reported + $360,974 related
-
Shubhra M ShettySHUBHRA M SHETTY
REG ASSOC DE
- Total calculated
- $308,450
- From this org
- $268,547
- From related orgs
- $0
- Other
- $39,903
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $245,877
- Bonus
- not reported
- Other
- $22,670
- Deferred
- $18,713
- Nontaxable benefits
- $21,190
- Filer's total
- $308,450
-
Jennifer Joyce MD FaafpJENNIFER JOYCE MD FAAFP
PROFESSOR OF
- Total calculated
- $292,096
- From this org
- $262,659
- From related orgs
- $0
- Other
- $29,437
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $259,086
- Bonus
- not reported
- Other
- $3,573
- Deferred
- $17,605
- Nontaxable benefits
- $11,832
- Filer's total
- $292,096
-
Mark White MD MPHMARK WHITE MD MPH
PROFESSOR OF
- Total calculated
- $289,952
- From this org
- $260,840
- From related orgs
- $0
- Other
- $29,112
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $258,415
- Bonus
- not reported
- Other
- $2,425
- Deferred
- $17,605
- Nontaxable benefits
- $11,507
- Filer's total
- $289,952
-
Steven J Scheinman MDSTEVEN J SCHEINMAN MD
FORMER OFFIC
- Total calculated
- $249,973
- From this org
- $234,757
- From related orgs
- $0
- Other
- $15,216
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $27,982
- Bonus
- $200,000
- Other
- $6,775
- Deferred
- $15,165
- Nontaxable benefits
- $51
- Filer's total
- $249,973
-
John A ArnottJOHN A ARNOTT
FORMER KEY E
- Total calculated
- $222,362
- From this org
- $208,035
- From related orgs
- $0
- Other
- $14,327
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $136,039
- Bonus
- not reported
- Other
- $71,996
- Deferred
- $12,790
- Nontaxable benefits
- $1,537
- Filer's total
- $222,362
-
Venard Scott Koerwer EdDVENARD SCOTT KOERWER EDD
FORMER KEY E
- Total calculated
- $181,774
- From this org
- $180,721
- From related orgs
- $0
- Other
- $1,053
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- -$883
- Bonus
- not reported
- Other
- $181,604
- Deferred
- not reported
- Nontaxable benefits
- $1,053
- Filer's total
- $181,774
-
Benjamin K Chu MD MPH MacpBENJAMIN K CHU MD MPH MACP
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3.75 related
-
David B Nash MD MBADAVID B NASH MD MBA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
-
Pedro J Greer Jr MDPEDRO J GREER JR MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25
-
Virginia McGregorVIRGINIA MCGREGOR
CHAIR, DIREC
- Total calculated
- $0
- Hours/week
- 0.25 + 3.5 related
-
V Chris Holcombe PEV CHRIS HOLCOMBE PE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 3.25 related
-
John C Bravman PhDJOHN C BRAVMAN PHD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.25 + 0.75 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
- 8 · Paid under the initial-contract exception
- 9 · Followed the rebuttable-presumption procedure
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
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 VENARD SCOTT KOERWER, EDD 178,541 0 0
- SCHEDULE J, PAGE 1, PART I, LINE 8
- THE EMPLOYEES LISTED PARTICIPATE IN A COMPENSATION PROGRAM DESIGNED TO BE MARKET COMPETITIVE. FROM TIME TO TIME, DEPENDING ON THE AVAILABILITY OF QUALIFIED APPLICANTS, RECRUITMENT LOANS MAY BE MADE AVAILABLE TO QUALIFIED APPLICANTS IN DIFFICULT TO RECRUIT POSITIONS. SUCH LOANS ARE ONLY PROVIDED IF TOTAL COMPENSATION, INCLUDING THE LOAN AMOUNT, IS CONSIDERED REASONABLE COMPENSATION PER INDEPENDENT SALARY SURVEYS.
- 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
No itemized grants to organizations on this return.
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.
-
501C3 · PHILANTHRO · PA
-
501C3 · HOSPITAL · PA
Directly controlled by GH
-
501C3 · PHYSN SVCS · PA
Directly controlled by GH
-
GEISINGER WYOMING VALLEY MED CTR
501C3 · HOSPITAL · PA
Directly controlled by GH
-
501C3 · D&A REHAB · PA
Directly controlled by GH
-
501C4 · HMO · PA
Directly controlled by GH
-
501C3 · SUPPORT SV · PA
Directly controlled by GH
-
GEISINGER COMMUNITY HEALTH SERVICES
501C3 · HEALTHCARE · PA
Directly controlled by GSS
-
GEISINGER INSURANCE CORPORATIONRRG
501C3 · SELF INS · VT
Directly controlled by GH
-
501C3 · HOSPITAL · PA
Directly controlled by GH
-
501C3 · HOSPITAL · PA
Directly controlled by GH
-
501C3 · HOSPITAL · PA
Directly controlled by GH
-
LEWISTOWN AMBULATORY CARE CORP
501C3 · HOLDING CO · PA
Directly controlled by GH
-
FAMILY HEALTH ASSOCIATES OF GLH
501C3 · PHYSN SVCS · PA
Directly controlled by GH
-
KEYSTONE HEALTH INFORMATION EXCH
501C3 · RHIO · PA
Directly controlled by GH
-
WEST SHORE ADVANCED LIFE SUPP SVCS
501C3 · HEALTHCARE · PA
Directly controlled by GC
-
GEISINGER JERSEY SHORE HOSPITAL
501C3 · HOSPITAL · PA
Directly controlled by GH
-
GEISINGER MEDICAL CENTER MUNCY
501C3 · HOSPITAL · PA
Directly controlled by GHM
-
501C3 · PHYSN SVCS · NJ
Directly controlled by GH
-
501C3 · HOSPITAL · PA
-
501C3 · HEALTHCARE · PA
Directly controlled by GSL HOSP
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
-
KKA CO-INVEST I GMBH & CO KG
INVESTMENT · GM
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ISS SOLUTIONS INC
CLINIC ENG · PA
-
GEISINGER INDEMNITY INSURANCE CO
HLTH INSUR · PA
-
GEISINGER QUALITY OPTIONS INC
HLTH INSUR · PA
-
GEISINGER ASSURANCE COMPANY LTD
FINANCIAL · CJ
-
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
- 202313189349303016
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