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Nonprofiteer
← GEISINGER HEALTH

Form 990 for tax year 2023

Filed by GEISINGER HEALTH.

Totals

Total revenue
$93,271,726
Total expenses
$27,897,137
Contributions and grants received
$10,246,220
Grants paid
$14,031,404
Program service revenue
$6,907,235
Investment income
$75,851,578
Other revenue
$266,693
Total assets, end of year
$2,345,947,959
Total liabilities, end of year
$45,708,067
Net assets or fund balances, end of year
$2,300,239,892
Program services expenses (Part IX)
$25,752,406
Management and general expenses
$1,055,133
Fundraising expenses
$1,089,598
Program service expenses (Part III)
$25,752,406

Program services were 92.3% 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.

  • 1c · Fundraising events

    $766,828

  • 1e · Government grants (contributions)

    $654,671

  • 1f · All other contributions, gifts and grants

    $8,824,721

  • 1g · Noncash contributions included above

    $400,660

  • 2a · Program service revenue: INTERCOMPANY REVENUE

    total $6,907,235 · related or exempt $6,907,235

  • 3 · Investment income

    total $45,524,833 · excluded $45,524,833

  • 5 · Royalties

    total $26 · excluded $26

  • 7a · Gross sales of assets other than inventory

    securities $30,326,745

  • 7c · Gain or loss

    securities $30,326,745

  • 7d · Net gain or loss

    total $30,326,745 · excluded $30,326,745

  • 8a · Fundraising events: gross income

    $164,193

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

    $766,828

  • 8b · Fundraising events: direct expenses

    $306,718

  • 8c · Net income from fundraising events

    total -$142,525 · excluded -$142,525

  • 9a · Gaming: gross income

    $59,906

  • 9b · Gaming: direct expenses

    $42,048

  • 9c · Net income from gaming

    total $17,858 · excluded $17,858

  • 11a · Other revenue: PENSION FORFEITURE

    total $366,493 · excluded $366,493

  • 11b · Other revenue: SETTLEMENT

    total $24,841 · excluded $24,841

  • 11e · Other revenue, total

    $391,334

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $14,031,404 · program services $14,031,404

  • 5 · Compensation of officers, directors and key employees

    total $729,796 · program services $672,973 · management and general $30,225 · fundraising $26,598

  • 7 · Other salaries and wages

    total $2,704,894 · program services $2,494,288 · management and general $112,026 · fundraising $98,580

  • 8 · Pension plan contributions

    total $122,913 · program services $113,343 · management and general $5,090 · fundraising $4,480

  • 9 · Other employee benefits

    total $553,835 · program services $510,713 · management and general $22,937 · fundraising $20,185

  • 10 · Payroll taxes

    total $214,037 · program services $197,372 · management and general $8,864 · fundraising $7,801

  • 11b · Fees: legal

    total $6,654 · management and general $6,654

  • 11c · Fees: accounting

    total $228 · management and general $228

  • 11d · Fees: lobbying

    total $1,697 · management and general $1,697

  • 11e · Fees: professional fundraising services

    total $258,842 · fundraising $258,842

  • 11f · Fees: investment management

    total $4,704,857 · program services $4,640,323 · management and general $64,534

  • 11g · Fees: other

    total $834,899 · program services $552,850 · fundraising $282,049

  • 12 · Advertising and promotion

    total $8,604 · fundraising $8,604

  • 13 · Office expenses

    total $114,975 · program services $92,794 · management and general $1,200 · fundraising $20,981

  • 14 · Information technology

    total $4,381 · program services $4,381

  • 16 · Occupancy

    total $21,371 · program services $19,707 · management and general $885 · fundraising $779

  • 17 · Travel

    total $168,636 · program services $106,107 · fundraising $62,529

  • 19 · Conferences, conventions and meetings

    total $16,412 · program services $12,412 · fundraising $4,000

  • 20 · Interest

    total $2,259,650 · program services $2,259,650

  • 22 · Depreciation, depletion and amortization

    total $7,741 · program services $7,138 · management and general $321 · fundraising $282

  • 23 · Insurance

    total $236,080 · management and general $236,080

  • 24a · Other expenses: INTERCOMPANY EXPENSES

    total $818,984 · program services $9,551 · management and general $528,308 · fundraising $281,125

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

    total $40,274 · program services $27,400 · management and general $111 · fundraising $12,763

  • 24c · Other expenses: DONOR EXPENSE

    total $35,923 · management and general $35,923

  • 24d · Other expenses: UNRELATED BUS. INCOME TAX

    total $50 · management and general $50

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $12,257,682 · end of year $22,320

  • 2 · Savings and temporary cash investments

    beginning of year $567,419,793 · end of year $50,720,137

  • 3 · Pledges and grants receivable

    beginning of year $4,746,907 · end of year $4,302,537

  • 4 · Accounts receivable

    beginning of year $3,251,163 · end of year $4,916,376

  • 7 · Other notes and loans receivable

    beginning of year $15,021

  • 9 · Prepaid expenses and deferred charges

    beginning of year $383,627 · end of year $287,130

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

    $35,683

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

    $35,683

  • 11 · Investments: publicly traded securities

    beginning of year $683,257,284 · end of year $749,220,771

  • 12 · Investments: other securities

    beginning of year $1,309,094,531 · end of year $1,536,475,508

  • 15 · Other assets

    beginning of year $14,080 · end of year $3,180

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,744,711 · end of year $193,971

  • 23 · Secured mortgages and notes payable

    beginning of year $395,133,800 · end of year $43,727,805

  • 25 · Other liabilities

    beginning of year $3,559,490 · end of year $1,786,291

  • 27 · Net assets without donor restrictions

    beginning of year $2,033,761,899 · end of year $2,144,351,304

  • 28 · Net assets with donor restrictions

    beginning of year $145,240,188 · end of year $155,888,588

Mission and programs · 2023

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). - GEISINGER PHARMACY, LLC, A PENNSYLVANIA SINGLE MEMBER LIMITED LIABILITY COMPANY OWNED BY GEISINGER CLINIC, PROVIDES PHARMACY SERVICES SUCH AS SPECIALTY, MAIL ORDER, HOME INFUSION AND PHARMACY AT VARIOUS LOCATIONS THROUGHOUT THE GEISINGER SERVICE AREA. -GEISINGER CLINIC 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. - 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. - 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 HEALTH INSURANCE. - GEISINGER QUALITY OPTIONS, INC. IS A PENNSYLVANIA FOR-PROFIT CORPORATION PROVIDING 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 ACCREDITED BY THE LIAISON COMMITTEE ON MEDICAL EDUCATION AND THE MIDDLE STATES COMMISSION ON HIGHER EDUCATION. GCSOM EDUCATES ASPIRING PHYSICIANS, SCIENTISTS AND ALLIED HEALTH PROFESSIONALS TO SERVICE SOCIETY USING A COMMUNITY-BASED, PATIENT-CENTERED, INTERPROFESSIONAL AND EVIDENCE-BASED MODEL OF EDUCATION THAT IS COMMITTED TO INCLUSION, PROMOTES DISCOVERY, AND UTILIZES INNOVATIVE TECHNIQUES. - GEISINGER JERSEY SHORE HOSPITAL IS A PENNSYLVANIA 501(C)(3) NONPROFIT CORPORATION OWNING AND OPERATING A CRITICAL ACCESS HOSPITAL LOCATED IN JERSEY SHORE, PENNSYL

    Expenses $25,752,406 · Grants $14,031,404 · Revenue $6,907,235

As filed on the 2023 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
    $7,064,026
    From this org
    $0
    From related orgs
    $5,492,112
    Other
    $1,571,914

    Schedule J breakdown matched by us

    Base
    not reported + $4,389,743 related
    Bonus
    not reported
    Other
    not reported + $1,102,369 related
    Deferred
    not reported + $1,528,292 related
    Nontaxable benefits
    not reported + $43,622 related
    Filer's total
    not reported + $7,064,026 related

  • KEVIN V ROBERTS MBA CPA

    EVP, CFO, TR

    Total calculated
    $3,648,273
    From this org
    $0
    From related orgs
    $3,588,266
    Other
    $60,007

    Schedule J breakdown matched by us

    Base
    not reported + $1,697,460 related
    Bonus
    not reported
    Other
    not reported + $1,890,806 related
    Deferred
    not reported + $23,292 related
    Nontaxable benefits
    not reported + $36,715 related
    Filer's total
    not reported + $3,648,273 related

  • JAMES E HARTLE MD

    EVP, CMO

    Total calculated
    $2,968,536
    From this org
    $0
    From related orgs
    $2,644,773
    Other
    $323,763

    Schedule J breakdown matched by us

    Base
    not reported + $1,343,926 related
    Bonus
    not reported
    Other
    not reported + $1,300,847 related
    Deferred
    not reported + $288,292 related
    Nontaxable benefits
    not reported + $35,471 related
    Filer's total
    not reported + $2,968,536 related

  • AMY B BRAYFORD

    EVP,CHIEF OF

    Total calculated
    $1,869,686
    From this org
    $0
    From related orgs
    $1,552,996
    Other
    $316,690

    Schedule J breakdown matched by us

    Base
    not reported + $1,257,760 related
    Bonus
    not reported
    Other
    not reported + $295,236 related
    Deferred
    not reported + $273,292 related
    Nontaxable benefits
    not reported + $43,398 related
    Filer's total
    not reported + $1,869,686 related

  • MATTHEW WALSH

    EVP, COO

    Total calculated
    $1,814,302
    From this org
    $0
    From related orgs
    $1,500,068
    Other
    $314,234

    Schedule J breakdown matched by us

    Base
    not reported + $1,248,929 related
    Bonus
    not reported
    Other
    not reported + $251,139 related
    Deferred
    not reported + $273,292 related
    Nontaxable benefits
    not reported + $40,942 related
    Filer's total
    not reported + $1,814,302 related

  • KAREN MURPHY RN PHD

    EVP, CHIEF I

    Total calculated
    $1,781,641
    From this org
    $0
    From related orgs
    $1,570,160
    Other
    $211,481

    Schedule J breakdown matched by us

    Base
    not reported + $707,746 related
    Bonus
    not reported
    Other
    not reported + $862,414 related
    Deferred
    not reported + $188,092 related
    Nontaxable benefits
    not reported + $23,389 related
    Filer's total
    not reported + $1,781,641 related

  • DOMINIC MOFFA MBA FACHE

    EVP, CHF STR

    Total calculated
    $1,588,172
    From this org
    $0
    From related orgs
    $1,330,682
    Other
    $257,490

    Schedule J breakdown matched by us

    Base
    not reported + $1,014,186 related
    Bonus
    not reported
    Other
    not reported + $316,496 related
    Deferred
    not reported + $225,957 related
    Nontaxable benefits
    not reported + $31,533 related
    Filer's total
    not reported + $1,588,172 related

  • KURT WROBEL FSA MAAA

    EVP, INSURAN

    Total calculated
    $1,397,833
    From this org
    $0
    From related orgs
    $1,137,432
    Other
    $260,401

    Schedule J breakdown matched by us

    Base
    not reported + $989,756 related
    Bonus
    not reported
    Other
    not reported + $147,676 related
    Deferred
    not reported + $223,292 related
    Nontaxable benefits
    not reported + $37,109 related
    Filer's total
    not reported + $1,397,833 related

  • STEVEN B BENDER ESQUIRE

    EVP, CLO, SE

    Total calculated
    $1,255,549
    From this org
    $0
    From related orgs
    $1,008,985
    Other
    $246,564

    Schedule J breakdown matched by us

    Base
    not reported + $879,843 related
    Bonus
    not reported
    Other
    not reported + $129,142 related
    Deferred
    not reported + $203,292 related
    Nontaxable benefits
    not reported + $43,272 related
    Filer's total
    not reported + $1,255,549 related

  • JULIE BYERLEY MD MPH

    EVP, CAO, DE

    Total calculated
    $1,042,366
    From this org
    $0
    From related orgs
    $826,387
    Other
    $215,979

    Schedule J breakdown matched by us

    Base
    not reported + $774,993 related
    Bonus
    not reported
    Other
    not reported + $51,394 related
    Deferred
    not reported + $178,292 related
    Nontaxable benefits
    not reported + $37,687 related
    Filer's total
    not reported + $1,042,366 related

  • JANET F TOMCAVAGE RN MSN

    EVP, CNO

    Total calculated
    $972,094
    From this org
    $0
    From related orgs
    $776,228
    Other
    $195,866

    Schedule J breakdown matched by us

    Base
    not reported + $708,640 related
    Bonus
    not reported
    Other
    not reported + $67,588 related
    Deferred
    not reported + $168,292 related
    Nontaxable benefits
    not reported + $27,574 related
    Filer's total
    not reported + $972,094 related

  • NANCY G LAWTON

    CHF. PHILANT

    Total calculated
    $457,349
    From this org
    $385,455
    From related orgs
    $0
    Other
    $71,894
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $373,433
    Bonus
    not reported
    Other
    $12,022
    Deferred
    $23,292
    Nontaxable benefits
    $48,602
    Filer's total
    $457,349

  • LORI R GRAMLEY ESQUIRE

    ACLO, ASST.

    Total calculated
    $402,424
    From this org
    $0
    From related orgs
    $354,475
    Other
    $47,949

    Schedule J breakdown matched by us

    Base
    not reported + $326,632 related
    Bonus
    not reported
    Other
    not reported + $27,843 related
    Deferred
    not reported + $23,292 related
    Nontaxable benefits
    not reported + $24,657 related
    Filer's total
    not reported + $402,424 related

  • ROBIN ENDICOTT

    VP PHILANTHR

    Total calculated
    $283,872
    From this org
    $255,091
    From related orgs
    $0
    Other
    $28,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $227,610
    Bonus
    not reported
    Other
    $27,481
    Deferred
    $16,424
    Nontaxable benefits
    $12,357
    Filer's total
    $283,872

  • BRIAN EBERSOLE

    FORMER 5 HIG

    Total calculated
    $200,748
    From this org
    $0
    From related orgs
    $169,918
    Other
    $30,830

    Schedule J breakdown matched by us

    Base
    not reported + $90,435 related
    Bonus
    not reported
    Other
    not reported + $79,483 related
    Deferred
    not reported + $4,955 related
    Nontaxable benefits
    not reported + $25,875 related
    Filer's total
    not reported + $200,748 related

  • CRYSTAL QUINTIN

    AVP, GRANTS

    Total calculated
    $195,443
    From this org
    $153,834
    From related orgs
    $0
    Other
    $41,609
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,133
    Bonus
    not reported
    Other
    $1,701
    Deferred
    $8,034
    Nontaxable benefits
    $33,575
    Filer's total
    $195,443

  • ANGELA L BROUSE

    REGIONAL DIR

    Total calculated
    $179,739
    From this org
    $134,736
    From related orgs
    $0
    Other
    $45,003
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $132,111
    Bonus
    not reported
    Other
    $2,625
    Deferred
    $7,140
    Nontaxable benefits
    $37,863
    Filer's total
    $179,739

  • GLENN BERNIUS

    SYSTEM DIREC

    Total calculated
    $168,786
    From this org
    $136,950
    From related orgs
    $0
    Other
    $31,836
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $135,388
    Bonus
    not reported
    Other
    $1,562
    Deferred
    $7,075
    Nontaxable benefits
    $24,761
    Filer's total
    $168,786

  • MARK LICHTENFELD

    SR. DIRECTOR

    Total calculated
    $136,882
    From this org
    $121,168
    From related orgs
    $0
    Other
    $15,714
    Hours/week
    40

  • JUDY GRAHAM

    PRINCIPAL GI

    Total calculated
    $128,165
    From this org
    $121,934
    From related orgs
    $0
    Other
    $6,231
    Hours/week
    40

  • HEATHER M ACKER

    DIRECTOR, VI

    Total calculated
    $11,734
    From this org
    $0
    From related orgs
    $11,734
    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 + 2.5 related

  • BENJAMIN K CHU MD MPH MACP

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5 + 3 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 + 2.75 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

  • 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 1,064,507 0 KEVIN V. ROBERTS, MBA, CPA 0 1,488,942 0 JAMES E. HARTLE, MD 0 1,243,526 0 AMY B. BRAYFORD 0 260,704 0 MATTHEW WALSH 0 219,524 0 KAREN MURPHY, RN, PHD 195,859 619,285 0 DOMINIC MOFFA, MBA, FACHE 0 254,318 0 KURT WROBEL, FSA, MAAA 0 108,014 0 STEVEN B. BENDER, ESQUIRE 0 88,396 0 BRIAN EBERSOLE 59,850 0 0 MARK LICHTENFELD 63,710 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.

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.

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

  • SCHRODERS CAPITAL CODA FUND LTD

    INVESTMENT · CJ

  • SCHRODERS CAPITAL CODA MASTER FUND

    INVESTMENT · CJ

Provenance

Return type
form_990
Tax year
2023
Filed
14 November 2024
IRS schema version
2023v5.0
Source object
202443209349309269

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