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Nonprofiteer
← GEISINGER CLINIC

Form 990 for tax year 2023

Filed by GEISINGER CLINIC.

Totals

Total revenue
$1,746,718,647
Total expenses
$2,206,775,575
Contributions and grants received
$40,354,725
Grants paid
$25,000
Program service revenue
$1,677,208,260
Investment income
$22,810,728
Other revenue
$6,344,934
Total assets, end of year
$615,084,804
Total liabilities, end of year
$408,555,909
Net assets or fund balances, end of year
$206,528,895
Program services expenses (Part IX)
$2,164,558,141
Management and general expenses
$42,217,434
Fundraising expenses
$0
Program service expenses (Part III)
$2,164,558,141

Program services were 98.1% 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)

    $28,684,565

  • 1f · All other contributions, gifts and grants

    $11,670,160

  • 2a · Program service revenue: HEALTHCARE

    total $1,148,741,050 · related or exempt $1,148,741,050

  • 2b · Program service revenue: PATIENT CARE REV-PHARMACY

    total $474,993,577 · related or exempt $474,993,577

  • 2c · Program service revenue: PHARMACY - UBIT

    total $30,671,373 · unrelated business $30,671,373

  • 2d · Program service revenue: RESEARCH

    total $17,422,232 · related or exempt $17,422,232

  • 2e · Program service revenue: RENTAL

    total $3,834,188 · excluded $3,834,188

  • 2f · All other program service revenue

    total $1,545,840 · related or exempt $776,062 · unrelated business $39,387 · excluded $730,391

  • 3 · Investment income

    total $15,403,062 · excluded $15,403,062

  • 5 · Royalties

    total $59,902 · excluded $59,902

  • 6a · Gross rents

    real property $28,992 · personal property $143,100

  • 6b · Less rental expenses

    personal property $73,172

  • 6c · Rental income or loss

    real property $28,992 · personal property $69,928

  • 6d · Net rental income or loss

    total $98,920 · unrelated business $69,928 · excluded $28,992

  • 7a · Gross sales of assets other than inventory

    securities $7,181,334 · other assets $535,154

  • 7b · Less cost or other basis and sales expenses

    other assets $308,822

  • 7c · Gain or loss

    securities $7,181,334 · other assets $226,332

  • 7d · Net gain or loss

    total $7,407,666 · excluded $7,407,666

  • 11a · Other revenue: PURCHASE DISCOUNTS

    total $3,596,870 · related or exempt $3,596,870

  • 11b · Other revenue: PARTNERSHIP REVENUE

    total $1,176,315 · related or exempt $1,176,315

  • 11c · Other revenue: RESTRICTIVE COVENENT BUYOUTS

    total $727,947 · excluded $727,947

  • 11d · All other revenue

    total $684,980 · related or exempt $602,738 · excluded $82,242

  • 11e · Other revenue, total

    $6,186,112

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $25,000 · program services $25,000

  • 5 · Compensation of officers, directors and key employees

    total $9,983,671 · program services $9,106,115 · management and general $877,556

  • 6 · Compensation of disqualified persons

    total $4,229,332 · program services $4,005,287 · management and general $224,045

  • 7 · Other salaries and wages

    total $1,023,990,687 · program services $1,007,044,685 · management and general $16,946,002

  • 8 · Pension plan contributions

    total $49,943,661 · program services $49,075,466 · management and general $868,195

  • 9 · Other employee benefits

    total $96,146,197 · program services $94,474,841 · management and general $1,671,356

  • 10 · Payroll taxes

    total $51,309,291 · program services $50,643,379 · management and general $665,912

  • 11b · Fees: legal

    total $3,874,920 · program services $26,598 · management and general $3,848,322

  • 11c · Fees: accounting

    total $178,222 · program services $20,295 · management and general $157,927

  • 11d · Fees: lobbying

    total $92,039 · management and general $92,039

  • 11f · Fees: investment management

    total $2,164,125 · program services $1,551,030 · management and general $613,095

  • 11g · Fees: other

    total $133,642,166 · program services $125,625,333 · management and general $8,016,833

  • 12 · Advertising and promotion

    total $25,592 · management and general $25,592

  • 13 · Office expenses

    total $16,887,079 · program services $16,716,458 · management and general $170,621

  • 14 · Information technology

    total $3,644,369 · program services $2,827,711 · management and general $816,658

  • 16 · Occupancy

    total $22,202,013 · program services $21,778,908 · management and general $423,105

  • 17 · Travel

    total $4,134,974 · program services $4,035,004 · management and general $99,970

  • 19 · Conferences, conventions and meetings

    total $6,535,170 · program services $6,535,170

  • 20 · Interest

    total $3,744,937 · program services $3,673,569 · management and general $71,368

  • 22 · Depreciation, depletion and amortization

    total $21,899,614 · program services $21,482,272 · management and general $417,342

  • 23 · Insurance

    total $59,035,207 · program services $56,726,635 · management and general $2,308,572

  • 24a · Other expenses: UBI TAX

    total $16,823 · management and general $16,823

  • 24b · Other expenses: MEDICAL SUPPLIES

    total $523,846,292 · program services $523,846,292

  • 24c · Other expenses: INTER-ENTITY EXPENSE

    total $166,112,249 · program services $162,769,523 · management and general $3,342,726

  • 24d · Other expenses: BOOKS, LICENSES, FEES

    total $1,414,679 · program services $1,318,856 · management and general $95,823

  • 24e · All other expenses

    total $1,697,266 · program services $1,249,714 · management and general $447,552

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $178,531 · end of year $109,151,322

  • 3 · Pledges and grants receivable

    beginning of year $11,758,984 · end of year $11,477,180

  • 4 · Accounts receivable

    beginning of year $56,859,137 · end of year $33,390,666

  • 5 · Loans and receivables from officers and key people

    beginning of year $89,918 · end of year $129,136

  • 7 · Other notes and loans receivable

    beginning of year $33,160,277 · end of year $32,742,181

  • 8 · Inventories for sale or use

    beginning of year $19,288,607 · end of year $19,311,161

  • 9 · Prepaid expenses and deferred charges

    beginning of year $39,004,930 · end of year $44,654,618

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

    $392,746,814

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

    $180,857,360

  • 10c · Land, buildings and equipment, net

    beginning of year $212,921,491 · end of year $211,889,454

  • 11 · Investments: publicly traded securities

    beginning of year $159,471,942 · end of year $33,168,943

  • 12 · Investments: other securities

    beginning of year $121,165,793 · end of year $36,287,102

  • 14 · Intangible assets

    beginning of year $392,148 · end of year $295,808

  • 15 · Other assets

    beginning of year $96,631,526 · end of year $82,587,233

  • 17 · Accounts payable and accrued expenses

    beginning of year $59,899,316 · end of year $70,050,706

  • 19 · Deferred revenue

    beginning of year $5,551,371 · end of year $3,953,438

  • 20 · Tax-exempt bond liabilities

    beginning of year $110,771,297 · end of year $107,122,919

  • 23 · Secured mortgages and notes payable

    beginning of year $23,914,290 · end of year $22,497,452

  • 25 · Other liabilities

    beginning of year $145,009,644 · end of year $204,931,394

  • 27 · Net assets without donor restrictions

    beginning of year $405,777,366 · end of year $206,528,895

Mission and programs · 2023

Mission

STRIVE TO MAKE BETTER HEALTH EASIER BY PROVIDING ACCESS TO AFFORDABLE, HIGH QUALITY HEALTH SERVICES THROUGH EQUITABLE, INNOVATIVE, AND INCLUSIVE CARE MODELS THAT SUPPORT PATIENT CARE, EDUCATION, RESEARCH, & COMMUNITY SERVICE.

  • I. GENERAL INFORMATION GEISINGER CLINIC (GC), A 501(C)(3) NOT FOR PROFIT CORPORATION, EMPLOYS 1,725 PHYSICIANS PRACTICING AT 145 SITES IN 56 COMMUNITIES OF NORTHEASTERN AND CENTRAL PENNSYLVANIA. GC PROVIDES THE MULTI-SPECIALTY PHYSICIAN GROUP PRACTICE FOR GEISINGER. THE SALARIED PHYSICIAN STAFF IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE OF PENNSYLVANIA THROUGH AN INTEGRATED SYSTEM OF HEALTH SERVICES BASED UPON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION AND RESEARCH. SOME OF THE LOCATIONS IN WHICH GEISINGER CLINIC PRACTICES INCLUDE: BELLEFONTE MILTON BELLEVILLE MINERSVILLE BENTON MONTOURSVILLE BERWICK MOUNTAIN TOP BLOOMSBURG MT CARMEL BURNHAM MT POCONO CARBONDALE MUNCY CLARKS SUMMIT NANTICOKE COAL TOWNSHIP NICHOLSON DALLAS ORWIGSBURG DANVILLE PHILIPSBURG DICKSON CITY PITTSTON DUNMORE PORT MATILDA ELYSBURG POTTSVILLE FORTY FORT REEDSVILLE FRACKVILLE SCRANTON HARRISBURG SELINSGROVE HAZLE TOWNSHIP SHAMOKIN DAM HAZLETON SOUTH ABINGTON TWP HUNTINGDON SOUTH WILLIAMSPORT JERSEY SHORE STATE COLLEGE KINGSTON SUNBURY KULPMONT TAYLOR LEWISBURG TUNKHANNOCK LEWISTOWN WAVERLY LOCK HAVEN WEST HAZLETON MAHANOY CITY WILKES-BARRE MIFFLINTOWN WILLIAMSPORT II. UNCOMPENSATED CARE GEISINGER CLINIC RECOGNIZES THAT ITS MISSION IS TO SERVE ALL THE MEMBERS OF THE COMMUNITY WITH RESPECT TO THE PROVISION OF HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. GC PROVIDES QUALITY MEDICAL HEALTHCARE REGARDLESS OF RACE, RELIGION, ETHNICITY, SEXUAL ORIENTATION, GENDER IDENTITY, HANDICAP, AGE OR ABILITY TO PAY. IN THIS REGARD, GC PROVIDES FREE CARE OR SUBSIDIZED CARE, TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT OR BELOW COST AND PROVIDES VARIOUS HEALTH ACTIVITIES AND PROGRAMS IN SUPPORT OF THE COMMUNITIES WHERE GC PRACTICES. A. CHARITY CARE THE PRIMARY CONCERN OF GC IS THE DELIVERY OF HEALTH CARE TO ALL THE CITIZENS IN NORTHEASTERN AND CENTRAL PENNSYLVANIA, REGARDLESS OF THEIR ABILITY TO PAY. THE UNREIMBURSED COST OF CHARITY CARE REPRESENTS THE COST GC INCURS BY PROVIDING FREE OR DISCOUNTED SERVICES TO THOSE WHO CANNOT AFFORD TO PAY. FOR THE YEAR ENDED DECEMBER 31, 2023, THE COST OF CHARITY CARE WAS 13,074,207. B. MEDICARE/MEDICAID/OTHER GOVERNMENTAL RECOGNIZING ITS MISSION TO THE COMMUNITY, SERVICES ARE PROVIDED TO THE ELDERLY (MEDICARE) AND THE POOR (MEDICAID). GC PROVIDES CARE, BELOW COST, TO PERSONS COVERED BY THESE GOVERNMENTAL PROGRAMS. TO THE EXTENT REIMBURSEMENT IS BELOW THE COST OF PROVIDING HEALTHCARE, GC IS FURTHERING ITS MISSION TO THE ENTIRE COMMUNITY. THE UNREIMBURSED VALUE OF MEDICARE, MEDICAID AND OTHER GOVERNMENTAL PAYERS IS EQUAL TO THE COST OF PROVIDING SERVICES LESS THE AMOUNT OF REIMBURSEMENT RECEIVED UNDER THE PROGRAM. FOR THE YEAR ENDED DECEMBER 31, 2023, THE UNREIMBURSED VALUE OF PROVIDING CARE TO THESE PATIENTS WAS 536,519,308. III. RESEARCH SUPPORT GEISINGER CLINIC SUPPORTS ITS CHARITABLE MISSION THROUGH MEDICAL RESEARCH ACTIVITIES AT TWO FACILITIES ON THE CAMPUS OF THE GEISINGER MEDICAL CENTER: THE SIEGFRIED AND JANET WEIS CENTER FOR RESEARCH (WCR) AND THE HENRY HOOD CENTER FOR HEALTH RESEARCH. THE WCR PROVIDES A FOCUS FOR LABORATORY RESEARCH AND RESEARCH TRAINING AND SUPPORTS THE CLINICAL STAFF IN THEIR RESEARCH PROGRAMS. THE PRIMARY MISSION OF THE WCR IS TO CONDUCT ORIGINAL AND INNOVATIVE RESEARCH THAT CONTRIBUTES NEW KNOWLEDGE TO BIOMEDICAL SCIENCE. SCIENTISTS APPLY MODERN MOLECULAR AND CELLULAR APPROACHES TO DIVERSE RESEARCH PROBLEMS IN THE AREAS OF CARDIOVASCULAR FUNCTION, CANCER AND DEVELOPMENTAL BIOLOGY. THE HENRY HOOD CENTER FOR RESEARCH HOUSES TWO RESEARCH PROGRAMS: THE GEISINGER CENTER FOR HEALTH RESEARCH (GCHR) AND THE CENTER FOR CLINICAL STUDIES (CCS). GCHR CONDUCTS HEALTH SERVICES, EPIDEMIOLOGIC AND POPULATION GENETICS RESEARCH ON THE BROAD RANGE OF CONDITIONS TYPICALLY SEEN IN PRIMARY AND SPECIALTY CARE SETTINGS. THE MISSION OF THE CCS IS TO PLAN, CONDUCT, FOSTER AND SUPPORT INNOVATIVE CLINICAL RESEARCH TRIALS TO HELP ADVANCE DIAGNOSIS AND TREATMENT OF DISEASE AND IMPROVE PATIENT CARE. ALL THREE RESEARCH PROGRAMS INVESTIGATE EXTRAMURAL RESOURCES FOR FUNDING AND WORK COLLABORATIVELY ON BUILDING THE CAPABILITY FOR POPULATION-BASED GENETICS RESEARCH. TO THE EXTENT REVENUES AND GRANTS RECEIVED ARE BELOW THE COST OF RESEARCH OPERATIONS, GEISINGER CLINIC IS FURTHERING ITS MISSION TO THE ENTIRE COMMUNITY. THE RESEARCH UNREIMBURSED COST DURING THE YEAR ENDED DECEMBER 31, 2023, WAS 389,826. IV. COMMUNITY HEALTH, EDUCATION AND OUTREACH GEISINGER CLINIC STRIVES TO SERVE AS PARTNERS TO THE COMMUNITIES IN WHICH THEY ARE LOCATED. GC PROVIDES CARE TO THE COMMUNITY THROUGH MANY REDUCED- PRICE SERVICES AND FREE PROGRAMS THROUGHOUT THE YEAR BASED UPON ACTIVITIES AND SERVICES THAT GC BELIEVES WILL SERVE A BONAFIDE COMMUNITY HEALTH NEED. THESE SERVICES AND PROGRAMS INCLUDE SUPPORT GROUPS, HEALTH EDUCATION SERIES, WELLNESS FAIRS, HEALTH SCREENINGS, AND OTHER HEALTH RELATED PROGRAMS. THE COST OF THESE SERVICES TOTALED 1,038,212 IN THE YEAR ENDED DECEMBER 31, 2023. SOME OF THE SERVICES AND PROGRAMS PROVIDED INCLUDE: A. HEALTH EDUCATION -EDUCATION MATERIALS/PUBLICATIONS -HEALTH PROFESSIONS EDUCATION B. OTHER SERVICES AND PROGRAMS -ASSISTANCE TO ENROLL IN PUBLIC MEDICAL PROGRAMS -COMMUNITY SUPPORT ACTIVITIES -FREE CLINICS -HEALTH SCREENINGS -MEDICATION TAKE-BACK CONTAINERS V. CHARITABLE ALLOCATIONS GC CONTRIBUTED 1,381,977 TO ITS AFFILIATED CHARITABLE ORGANIZATIONS DURING THE YEAR ENDED 12/31/2023 FOR CERTAIN PURCHASED ASSETS: GEISINGER MEDICAL CENTER 1,000,000 GEISINGER COMMUNITY HEALTH SERVICES 111,582 GEISINGER-LEWISTOWN HOSPITAL 234,628 GEISINGER JERSEY SHORE HOSPITAL 35,767 TOTAL CHARITABLE ALLOCATIONS TO AFFILIATES 1,381,977 VI. COMMUNITY SERVICE SUMMARY CHARITY CARE 13,074,207 MEDICARE/MEDICAID/OTHER GOVERNMENTAL 536,519,308 COMMUNITY HEALTH, EDUCATION, AND OUTREACH 1,038,212 CHARITABLE ALLOCATIONS TO AFFILIATES 1,381,977 RESEARCH UNREIMBURSED COST 389,829 TOTAL 552,403,533 VII. STATISTICS TOTAL NUMBER OF CLINIC VISITS (CLINIC-WIDE) 3,486,922 CLINIC SERVICE DAYS 254 GEISINGER CLINIC PHYSICIANS ADMIT TO THE SIX GEISINGER WHOLLY OWNED FACILITIES, GEISINGER MEDICAL CENTER, GEISINGER WYOMING VALLEY, GEISINGER COMMUNITY MEDICAL CENTER, GEISINGER BLOOMSBURG HOSPITAL, GEISINGER LEWISTOWN HOSPITAL, AND GEISINGER JERSEY SHORE HOSPITAL AS WELL AS GEISINGER MEDICAL CENTER MUNCY AND GEISINGER BEHAVIORAL HEALTH CENTER NORTHEAST. IN ADDITION, GEISINGER CLINIC PHYSICIANS ADMIT TO SEVERAL NON- GEISINGER OWNED FACILITIES. GEISINGER HAS A POLICY TO SEE PATIENTS OF ALL PAYORS.

    Expenses $2,104,141,215 · Grants $25,000 · Revenue $1,664,357,778

  • REASEARCH SEE SCHEDULE O

    Expenses $58,057,502 · Revenue $17,432,965

  • EDUCATION SEE SCHEDULE O

    Expenses $2,359,424 · Revenue $793,440

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

    PRESIDENT, 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
    $2,644,773
    From related orgs
    $0
    Other
    $323,763
    Hours/week
    40

    Schedule J breakdown matched by us

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

  • Alfred S Casale MD Facc Facs

    CMO SURGICAL

    Total calculated
    $1,948,435
    From this org
    $1,736,654
    From related orgs
    $0
    Other
    $211,781
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,527,911
    Bonus
    not reported
    Other
    $208,743
    Deferred
    $176,377
    Nontaxable benefits
    $35,404
    Filer's total
    $1,948,435

  • Matthew Walsh

    DIRECTOR

    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

  • Michel Lacroix MD Frcsc Faans

    CHAIR, NEURO

    Total calculated
    $1,704,648
    From this org
    $1,647,385
    From related orgs
    $0
    Other
    $57,263
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,569,385
    Bonus
    not reported
    Other
    $78,000
    Deferred
    $23,292
    Nontaxable benefits
    $33,971
    Filer's total
    $1,704,648

  • Michael Suk MD JD MPH Facs

    CHAIR MSK IN

    Total calculated
    $1,306,123
    From this org
    $1,245,959
    From related orgs
    $0
    Other
    $60,164
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,162,308
    Bonus
    not reported
    Other
    $83,651
    Deferred
    $23,292
    Nontaxable benefits
    $36,872
    Filer's total
    $1,306,123

  • Clemens Schirmer MD PhD

    PHYSICIAN. N

    Total calculated
    $1,304,841
    From this org
    $1,268,194
    From related orgs
    $0
    Other
    $36,647
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,172,763
    Bonus
    not reported
    Other
    $95,431
    Deferred
    $23,292
    Nontaxable benefits
    $13,355
    Filer's total
    $1,304,841

  • David A Andreychik MD

    PHYSICIAN, O

    Total calculated
    $1,275,887
    From this org
    $1,218,376
    From related orgs
    $0
    Other
    $57,511
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,173,265
    Bonus
    not reported
    Other
    $45,111
    Deferred
    $23,292
    Nontaxable benefits
    $34,219
    Filer's total
    $1,275,887

  • 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

  • Daniel D Feldmann MD

    PHYSICIAN, O

    Total calculated
    $1,254,486
    From this org
    $1,185,828
    From related orgs
    $0
    Other
    $68,658
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $1,061,956
    Bonus
    not reported
    Other
    $123,872
    Deferred
    $23,292
    Nontaxable benefits
    $45,366
    Filer's total
    $1,254,486

  • Narayana Murali MD

    CMO, MEDICIN

    Total calculated
    $1,035,106
    From this org
    $884,496
    From related orgs
    $0
    Other
    $150,610
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $831,089
    Bonus
    not reported
    Other
    $53,407
    Deferred
    $108,292
    Nontaxable benefits
    $42,318
    Filer's total
    $1,035,106

  • Gerald V Maloney Do

    DIRECTOR

    Total calculated
    $942,390
    From this org
    $815,329
    From related orgs
    $0
    Other
    $127,061
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $699,927
    Bonus
    not reported
    Other
    $115,402
    Deferred
    $95,392
    Nontaxable benefits
    $31,669
    Filer's total
    $942,390

  • Jonathan Welch MD

    CHF POP HEAL

    Total calculated
    $916,204
    From this org
    $819,311
    From related orgs
    $0
    Other
    $96,893
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $688,185
    Bonus
    not reported
    Other
    $131,126
    Deferred
    $91,782
    Nontaxable benefits
    $5,111
    Filer's total
    $916,204

  • Tracey W Wolfe Mha

    CAO MEDICINE

    Total calculated
    $690,469
    From this org
    $613,738
    From related orgs
    $0
    Other
    $76,731
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $276,001
    Bonus
    not reported
    Other
    $337,737
    Deferred
    $59,739
    Nontaxable benefits
    $16,992
    Filer's total
    $690,469

  • Kenric A Maynor MD MPH Fhm

    CHAIR, MEDIC

    Total calculated
    $583,560
    From this org
    $542,658
    From related orgs
    $0
    Other
    $40,902
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $509,449
    Bonus
    not reported
    Other
    $33,209
    Deferred
    $23,292
    Nontaxable benefits
    $17,610
    Filer's total
    $583,560

  • Jeffrey J Adams

    CAO SURG, ME

    Total calculated
    $579,572
    From this org
    $481,446
    From related orgs
    $0
    Other
    $98,126
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $397,610
    Bonus
    not reported
    Other
    $83,836
    Deferred
    $61,292
    Nontaxable benefits
    $36,834
    Filer's total
    $579,572

  • Megan Brosious

    FORMER KEY E

    Total calculated
    $543,517
    From this org
    $0
    From related orgs
    $443,072
    Other
    $100,445

    Schedule J breakdown matched by us

    Base
    not reported + $409,491 related
    Bonus
    not reported
    Other
    not reported + $33,581 related
    Deferred
    not reported + $66,137 related
    Nontaxable benefits
    not reported + $34,308 related
    Filer's total
    not reported + $543,517 related

  • Michael A Evans Rph Fashp

    CHIEF PHARMA

    Total calculated
    $518,211
    From this org
    $417,920
    From related orgs
    $0
    Other
    $100,291
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $387,425
    Bonus
    not reported
    Other
    $30,495
    Deferred
    $64,492
    Nontaxable benefits
    $35,799
    Filer's total
    $518,211

  • 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

  • Thomas B Weir

    FORMER KEY E

    Total calculated
    $350,950
    From this org
    $326,794
    From related orgs
    $0
    Other
    $24,156
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $160,699
    Bonus
    not reported
    Other
    $166,095
    Deferred
    $10,434
    Nontaxable benefits
    $13,722
    Filer's total
    $350,950

  • Kimberly A Zikowski

    VP, MEDICINE

    Total calculated
    $337,827
    From this org
    $292,912
    From related orgs
    $0
    Other
    $44,915
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $289,220
    Bonus
    not reported
    Other
    $3,692
    Deferred
    $20,279
    Nontaxable benefits
    $24,636
    Filer's total
    $337,827

  • Sierra Hawthorne

    VP POPULATIO

    Total calculated
    $327,878
    From this org
    $300,710
    From related orgs
    $0
    Other
    $27,168
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $291,000
    Bonus
    not reported
    Other
    $9,710
    Deferred
    $20,367
    Nontaxable benefits
    $6,801
    Filer's total
    $327,878

  • Matthew Nussbaum

    VP, MEDICINE

    Total calculated
    $321,173
    From this org
    $292,549
    From related orgs
    $0
    Other
    $28,624
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $140,851
    Bonus
    not reported
    Other
    $151,698
    Deferred
    $7,372
    Nontaxable benefits
    $21,252
    Filer's total
    $321,173

  • Jeffrey A Jacobson

    CHAIR, DIREC

    Total calculated
    $0
    Hours/week
    0.25 + 2.75 related

  • Benjamin K Chu MD MPH Macp

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3.25 related

  • Virginia McGregor

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.25 + 3 related

  • V Chris Holcombe PE

    VICE CHAIR,

    Total calculated
    $0
    Hours/week
    0.25 + 2.75 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
  • 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 1,064,507 0 KEVIN V. ROBERTS, MBA, CPA 0 1,488,942 0 JAMES E. HARTLE, MD 0 1,243,526 0 ALFRED S. CASALE, MD, FACC, FACS 0 154,404 0 MATTHEW WALSH 0 219,524 0 STEVEN B. BENDER, ESQUIRE 0 88,396 0 GERALD V. MALONEY, DO 0 64,210 0 JONATHAN WELCH, MD 0 78,243 0 TRACEY W. WOLFE, MHA 139,160 196,454 0 JEFFREY J. ADAMS 0 78,816 0 THOMAS B. WEIR 135,352 0 0 MATTHEW NUSSBAUM 133,757 14,876 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.

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.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • GEISINGER PHARMACY LLC

    PHARMACY · PA · income $667,518,560 · assets $129,224,710

    Directly controlled by GC

Related partnerships

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

  • KEYSTONE ACCOUNTABLE CARE ORG LLC

    RELATED · ACO · PA · 75% owned · share of income $8,802,107 · share of assets $5,587,749 · general or managing partner

    Directly controlled by GC

  • GEISINGER ENCOMPASS HEALTH LLC

    PHY THERAP · PA

  • EVANGELICAL-GEISINGER HEALTH LLC

    RELATED · HEALTHCARE · PA · 50% owned · share of income $72,773 · share of assets $763,099 · general or managing partner

    Directly controlled by GC

  • LACKAWANNA PHYS AMB SURG CTRLLC

    HEALTHCARE · PA

  • GEISINGER-HM JOINT VENTURE LLC

    HEALTHCARE · PA

  • KEYSTONE HEALTHCARE PARTNERSHIPLLC

    RELATED · HOME HLTH · PA · 25% owned · share of income $1,464,852 · share of assets $1,010,268 · general or managing partner

  • PHARMACY INNOVATION ALLIANCE LLC

    PURCHASING · DE

  • KKA VALUE FUND II GMBH & CO

    INVESTMENT · GM

  • KKA CO-INVEST I GMBH & CO KG

    INVESTMENT · GM

  • FORMENTERA PARTNERS FUND II-A LP

    INVESTMENT · TX

  • VOLPI CAPITAL CARBON CO-INVEST SCSP

    INVESTMENT · LU

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

  • 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
202423209349307832

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