2023-11-14T10:52:07-05:00 2022-12-31 990 2022-01-01 251651582 FAMILY HEALTH ASSOCIATES OF GEISINGER-LEWISTOWN HOSPITAL FAMI 5702716624 100 N ACADEMY AVE MC 49-70 DANVILLE PA 178229800 KEVIN V ROBERTS MBA CPA EVP, CFO, TREASURER 5702716624 2023-11-07 KEVIN V ROBERTS XXX-XX-XXXX false 2022 2023-04-26 12:10:37Z X JAEWON RYU MD JD 100 N ACADEMY AVE MC 22-01 DANVILLE PA 178229800 338182 false X WWW.GEISINGER.ORG X 1991 PA 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. X 7 4 0 4 0 7337 0 291817 338182 0 0 299154 338182 0 0 0 0 0 299221 338182 299221 338182 -67 0 606700 0 429036 0 177664 0 X 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. false true 338182 338182 GENERAL INFORMATION FAMILY HEALTH ASSOCIATES OF GEISINGER-LEWISTOWN HOSPITAL (FHA), A 501(C)(3) NOT-FOR-PROFIT CORPORATION AND MEMBER OF GEISINGER, IS A PHYSICIAN PRACTICE THAT WAS FORMED IN 1991 WITH THE MISSION OF PROVIDING QUALITY FAMILY PRACTICE AMBULATORY CARE IN THE COMMUNITIES OF MIFFLIN AND JUNIATA COUNTIES IN PA. SINCE ITS FORMATION, FHA HAS GROWN TO INCLUDE THE SPECIALTY SERVICES OF GENERAL SURGERY, PULMONARY AND INTERNAL MEDICINE, AND SLEEP MEDICINE. FOR THE YEAR ENDED DECEMBER 31, 2022, FHA UTILIZED FAMILY PRACTICE PHYSICIANS AND SPECIALTY PHYSICIANS ALONG WITH SEVERAL MID-LEVEL PROVIDERS TO SERVICE THEIR PATIENT POPULATION. EFFECTIVE DECEMBER 31, 2022, FHA MERGED INTO GEISINGER CLINIC, A 501(C)(3) NOT-FOR-PROFIT CORPORATION AND MEMBER OF GEISINGER UNCOMPENSATED CARE FHA RECOGNIZES THAT ITS MISSION IS TO SERVE ALL THE MEMBERS OF THE COMMUNITY WITH RESPECT TO THE PROVISION OF HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. FHA PROVIDES QUALITY MEDICAL HEALTHCARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. IN THIS REGARD, FHA 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 FHA PRACTICES. A.CHARITY CARE/ OTHER UNCOMPENSATED CARE THE PRIMARY CONCERN OF FHA IS THE DELIVERY OF HEALTH CARE TO ALL CITIZENS OF CENTRAL PENNSYLVANIA REGARDLESS OF THEIR ABILITY TO PAY. THE UNREIMBURSED COST OF CHARITY CARE AND OTHER UNCOMPENSATED CARE REPRESENTS THE COST FHA INCURS BY PROVIDING FREE OR DISCOUNTED SERVICES TO THOSE WHO CANNOT AFFORD TO PAY. FOR THE YEAR ENDED DECEMBER 31, 2022, THE COST OF THE CHARITY CARE WAS 2,310. B.MEDICARE/MEDICAID IN RECOGNIZING ITS MISSION TO THE COMMUNITY, FHA PROVIDES SERVICES TO THE ELDERLY (MEDICARE) AND THE INDIGENT (MEDICAID). FHA PROVIDES CARE, BELOW COST, TO PERSONS COVERED BY THESE GOVERNMENTAL PROGRAMS TO THE EXTENT THE GOVERNMENT REIMBURSEMENT IS BELOW THE COST OF PROVIDING HEALTH CARE. THE UNREIMBURSED VALUE OF MEDICARE AND/OR MEDICAID IS EQUAL TO THE COST OF PROVIDING SERVICES LESS THE AMOUNT RECEIVED AS REIMBURSEMENT UNDER THE PROGRAM. THE COST OF PROVIDING HEALTHCARE SERVICES TO MEDICARE AND MEDICAID PATIENTS EXCEEDED REIMBURSEMENT BY APPROXIMATELY 233,018 DURING THE YEAR ENDED DECEMBER 31, 2022. COMMUNITY SERVICE SUMMARY AT COST CHARITY CARE 2,310 MEDICARE/MEDICAID/OTHER GOVERNMENTAL 233,018 ----------- TOTAL 235,328 =========== 338182 true false false false false false false false false false false false false false false false false true false false false false false false false false false false false true false false false false false false false false false false true false false true true true true false true X 0 0 true 0 false false false false false false false false false false false false X 7 4 true false false false true true true true true false false true true true true true true true true false PA X ERIN FITZGERALD CPA VP CAO 5702142299 100 N ACADEMY AVE MC 49-70 DANVILLE PA 178229800 JAEWON RYU MD JD PRESIDENT, D 40.00 X X 0 5545041 1560940 KEVIN V ROBERTS MBA CPA EVP, CFO, TR 40.00 X 0 1735635 374871 MATTHEW WALSH DIRECTOR 40.00 X 0 1371594 307990 STEVEN B BENDER ESQUIRE EVP, CLO, SE 40.00 X 0 885926 215586 GERALD V MALONEY DO DIRECTOR 40.00 X 0 809293 133494 MICHAEL T HEGSTROM MD CMO 40.00 X 0 539391 56513 LORI R GRAMLEY ESQUIRE ACLO, ASST S 40.00 X 0 347436 45422 KIRK E THOMAS FACHE MHA RRT CAO 40.00 X 0 302490 48484 JEFFREY A JACOBSON CHAIR, DIREC 0.25 3.25 X 0 0 0 BENJAMIN K CHU MD MPH MACP DIRECTOR 0.25 3.75 X 0 0 0 VIRGINIA MCGREGOR DIRECTOR 0.25 3.50 X 0 0 0 V CHRIS HOLCOMBE PE VICE CHAIR, 0.25 3.25 X 0 0 0 11536806 2743300 false true false NET PATIENT SERVICE REVENUE 621110 338182 338182 338182 338182 338182 INTERCOMPANY 337919 337919 UNCOLLECTIBLE EXPENSE 263 263 338182 338182 0 0 606700 606700 0 61787 11523 355726 429036 0 X 177664 177664 0 606700 0 X 0 -177664 X X false true X true true true X X 2 GEISINGER-LEWISTOWN HOSPITAL 231352187 3 true 0 0 GEISINGER HEALTH 231995911 10 true 0 0 2 0 false false false false false false false false false false false false false false false true true PART IV, SECTION A, LINE 1 FAMILY HEALTH ASSOCIATES OF GEISINGER-LEWISTOWN HOSPITAL'S (FHA) SUPPORTED ORGANIZATIONS ARE DESIGNATED BY CLASS AND PURPOSE. PER ARTICLE 3 OF FHA'S ARTICLES OF INCORPORATION: THE CORPORATION IS INCORPORATED FOR THE PURPOSE OF CONDUCTING EXCLUSIVELY CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1954, AS AMENDED (OR THE CORRESPONDING PROVISION OF ANY SUCCESSOR UNITED STATES INTERNAL REVENUE LAW) (THE INTERNAL REVENUE CODE), INCLUDING: A. ENGAGING IN EDUCATION, STUDY, RESEARCH AND SCIENTIFIC DEVELOPMENT IN ALL FIELDS OF MEDICINE, SURGERY, MEDICAL ARTS AND SCIENCES, AND THE PHYSICAL AND LIFE SCIENCES GENERALLY; B. STUDYING AND INVESTIGATING THE NATURE, ETIOLOGY, DIAGNOSIS AND THERAPY OF DISEASES; C. ESTABLISHING, CONDUCTING, MAINTAINING, MANAGING AND OPERATING EDUCATIONAL PROGRAMS, COURSES AND STUDIES, INCLUDING, WITHOUT LIMITATION, FELLOWSHIPS AND GRADUATE EDUCATION, IN ALL OF THE FOREGOING FIELDS; D. CONSTRUCTING, OPERATING AND MAINTAINING LABORATORIES, DISPENSARIES, BUILDINGS AND FACILITIES RELATING TO THESE PURPOSES; E. PUBLISHING BOOKS AND WRITING AND DISSEMINATING ARTICLES OR REPORTS RELATING TO THESE PURPOSES; F. PROVIDING PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS IN CONNECTION WITH THE PROVISION OF HEALTH CARE SERVICES AT GEISINGER-LEWISTOWN HOSPITAL AND THROUGHOUT THE GEISINGER HEALTH SYSTEM, NOW GEISINGER, AND THER HOSPITALS, CLINICS AND HEALTH CARE FACILITIES; G. MAKING DONATIONS AND OTHER TRANSFERS TO GEISINGER HEALTH SYSTEM FOUNDATION, NOW GEISINGER HEALTH, AND TO ORGANIZATIONS CONTROLLED BY SUCH FOUNDATION AND DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, CONSISTENT WITH AND IN FURTHERANCE OF THESE PURPOSES; AND H. ENGAGING IN ALL ACTIVITIES PROPERLY RELATED TO THE FOREGOING, INCLUDING THE REQUESTING OF FUNDS FROM INDIVIDUALS, CORPORATIONS AND OTHER ORGANIZATIONS FOR FINANCING THE SERVICES TO BE PROVIDED. EFFECTIVE NOVEMBER 1, 2013, LEWISTOWN HEALTH CARE FOUNDATION, AND ITS CONTROLLED AFFILIATES, INCLUDING FAMILY HEALTH ASSOCIATES OF GEISINGER- LEWISTOWN HOSPITAL, WERE ACQUIRED BY THE GEISINGER HEALTH. FHA CONTINUES TO SUPPORT THE GEISINGER-LEWISTOWN HOSPITAL WITH WHICH IT HAD A LONG STANDING RELATIONSHIP. PART IV, SECTION B, LINE 2 GEISINGER HEALTH, PARENT ORGANIZATION OF GEISINGER AND THE ORGANIZATION WHICH HAS THE POWER TO REGULARLY APPOINT AT LEAST A MAJORITY OF FAMILY HEALTH ASSOCIATES OF GEISINGER LEWISTOWN HOSPITAL'S DIRECTORS, IS INCORPORATED FOR THE CHARITABLE PURPOSE OF CONDUCTING EXCLUSIVELY CHARITABLE, SCIENTIFIC AND EDUCATIONAL ACTIVITIES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (OR THE CORRESPONDING PROVISION OF ANY SUCCESSOR UNITED STATES INTERNAL REVENUE LAW) (THE "INTERNAL REVENUE CODE"), INCLUDING, DIRECTLY OR INDIRECTLY, SUPPORTING THE PURPOSES OF, GEISINGER MEDICAL CENTER OR ANY OTHER ORGANIZATION AFFILIATED WITH THE CORPORATION WHICH QUALIFIES AS AN EXEMPT ORGANIZATION UNDER SECTION 501(C) (3)OF THE INTERNAL REVENUE CODE. GEISINGER HEALTH ENGAGES IN ALL ACTIVITIES PROPERLY RELATED TO THE FOREGOING, INCLUDING THE SOLICITATION OF FUNDS FROM INDIVIDUALS, CORPORATIONS AND OTHER ORGANIZATIONS FOR FINANCING THE SERVICES TO BE PROVIDED. EFFECTIVE NOVEMBER 1, 2013, LEWISTOWN HEALTH CARE FOUNDATION, AND ITS CONTROLLED AFFILIATES, INCLUDING FAMILY HEALTH ASSOCIATES OF GEISINGER- LEWISTOWN HOSPITAL AND GEISINGER-LEWISTOWN HOSPITAL, WERE ACQUIRED BY GEISINGER HEALTH. FAMILY HEALTH ASSOCIATES OF GEISINGER-LEWISTOWN HOSPITAL CONTINUES TO SUPPORT THE GEISINGER-LEWISTOWN HOSPITAL WITH WHICH IT HAD A LONG STANDING RELATIONSHIP. THEREFORE, FAMILY HEALTH ASSOCIATES OF GEISINGER-LEWISTOWN HOSPITAL'S SUPPORT OF GEISINGER-LEWISTOWN HOSPITAL AND OTHER 501(C)(3) ORGANIZATIONS WITHIN GEISINGER, AND AFFILIATED WITH GEISINGER MEDICAL CENTER AND GEISINGER HEALTH, SERVES TO SUPPORT THE CHARITABLE PURPOSES OF GEISINGER HEALTH. GEISINGER IS A PHYSICIAN-LED, INTEGRATED HEALTH SERVICES ORGANIZATION THAT HAS AS ITS MAIN COMPONENTS: 1. NUMEROUS HEALTH SERVICE FACILITIES, INCLUDING EIGHT ACUTE CARE HOSPITALS WITH MULTIPLE CAMPUSES INCLUDING A JOINT VENTURE FACILITIES; 2. A MULTISPECIALTY PHYSICIAN GROUP PRACTICE WITH APPROXIMATELY 1,700 PHYSICIANS AND 1,100 ADVANCED PRACTITIONERS PRACTICING AT 133 PRIMARY AND SPECIALTY CLINICS, HOSPITALS AND OTHER CLINICAL FACILITIES; 3. GEISINGER HEALTH PLANS ("GHPS"), INCLUDING GEISINGER HEALTH PLAN, GEISINGER INDEMNITY INSURANCE COMPANY AND GEISINGER QUALITY OPTIONS, INC. WITH COMMERCIAL, MEDICARE ADVANTAGE, MEDICAID AND SELF-INSURED INSURANCE PRODUCTS; AND 4. GEISINGER COMMONWEALTH SCHOOL OF MEDICINE THAT EDUCATES APPROXIMATELY 4560 MEDICAL STUDENTS AND 187 GRADUATE STUDENTS. GEISINGER OPERATES ACROSS PENNSYLVANIA, WITH THE MOST CONCENTRATED CLINICAL PRESENCE IN CENTRAL AND NORTHEASTERN PENNSYLVANIA, OUTSIDE THE MAJOR METROPOLITAN AREAS. FOR THE TRAILING TWELVE MONTHS ENDED DECEMBER 31, 2022, GEISINGER CARED FOR A POPULATION OF APPROXIMATELY 1,170,000 PEOPLE, AN INCREASE OF 10% VERSUS THE YEAR-EARLIER PERIOD. THIS POPULATION INCLUDED 855,000 PATIENTS RECEIVING CARE IN THE TRAILING TWELVE MONTHS AND MORE THAN 612,000 GHPS MEMBERS AS OF DECEMBER 31, 2022. THE POPULATION CONTAINED APPROXIMATELY 297,000 PEOPLE INCLUDED AS BOTH GEISINGER PATIENTS AND MEMBERS. 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. X X X X X X false true false false false false false false false JAEWON RYU MD JD PRESIDENT, DIRECTOR 4189940 1355101 1526570 34370 7105981 1322351 KEVIN V ROBERTS MBA CPA EVP, CFO, TREASURER 1652425 83210 348862 26009 2110506 MATTHEW WALSH DIRECTOR 1219503 152091 271570 36420 1679584 123179 STEVEN B BENDER ESQUIRE EVP, CLO, SECRETARY 846303 39623 181570 34016 1101512 GERALD V MALONEY DO DIRECTOR 679749 129544 91570 41924 942787 70375 MICHAEL T HEGSTROM MD CMO 508035 31356 21570 34943 595904 LORI R GRAMLEY ESQUIRE ACLO, ASST SECTY 321611 25825 21570 23852 392858 KIRK E THOMAS FACHE MHA RRT CAO 279993 22497 21418 27066 350974 SCHEDULE J, PAGE 1, PART I, LINE 4 JAEWON RYU, MD, JD 0 1,322,351 0 MATTHEW WALSH 0 123,179 0 GERALD V. MALONEY, DO 0 70,375 0 SCHEDULE J, PART III 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. CASH 2022-12-31 178531 BOOK VALUE 236291113 GEISINGER CLINIC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 178229800 501(C)(3) ACCOUNTS RECEIVABLE 2022-12-31 65015 BOOK VALUE 236291113 GEISINGER CLINIC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 178229800 501(C)(3) true false false false true true true false SCHEDULE N, PAGE 1, PART I, LINE 2E ALL OF THE OFFICERS AND DIRECTORS AS LISTED IN FAMILY HEALTH ASSOCIATES OF GEISINGER-LEWISTOWN HOSPITAL (FHA), FORM 990 PART VII, SECTION A ARE ALSO OFFICERS AND DIRECTORS OF THE TRANSFEREE ORGANIZATION, GEISINGER CLINIC, EIN 23-6291113, A 501(C)(3) ORGANIZATION, INTO WHICH FHA MERGED, EFFECTIVE 12/31/2022, SCHEDULE N GEISINGER CLINIC ALSO ASSUMED LIABILITIES OF 65,882 AS A PART OF THE MERGER TRANSACTION. FORM 990, PAGE 2, PART III, LINE 3 EFFECTIVE DECEMBER 31, 2022, FAMILY HEALTH ASSOCIATES OF GEISINGER- LEWISTOWN HOSPITAL MERGED INTO GEISINGER CLINIC, A 501(C)(3) NOT-FOR-PROFIT CORPORATION. BOTH ORGANIZATIONS ARE PART OF GEISINGER. GEISINGER CLINIC PROVIDES THE MULTI-SPECIALTY PHYSICIAN GROUP PRACTICE FOR GEISINGER. THE 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. FORM 990, PAGE 2, PART III, LINE 4A GENERAL INFORMATION FAMILY HEALTH ASSOCIATES OF GEISINGER-LEWISTOWN HOSPITAL (FHA), A 501(C)(3) NOT-FOR-PROFIT CORPORATION AND MEMBER OF GEISINGER, IS A PHYSICIAN PRACTICE THAT WAS FORMED IN 1991 WITH THE MISSION OF PROVIDING QUALITY FAMILY PRACTICE AMBULATORY CARE IN THE COMMUNITIES OF MIFFLIN AND JUNIATA COUNTIES IN PA. SINCE ITS FORMATION, FHA HAS GROWN TO INCLUDE THE SPECIALTY SERVICES OF GENERAL SURGERY, PULMONARY AND INTERNAL MEDICINE, AND SLEEP MEDICINE. FOR THE YEAR ENDED DECEMBER 31, 2022, FHA UTILIZED FAMILY PRACTICE PHYSICIANS AND SPECIALTY PHYSICIANS ALONG WITH SEVERAL MID-LEVEL PROVIDERS TO SERVICE THEIR PATIENT POPULATION. EFFECTIVE DECEMBER 31, 2022, FHA MERGED INTO GEISINGER CLINIC, A 501(C)(3) NOT-FOR-PROFIT CORPORATION AND MEMBER OF GEISINGER UNCOMPENSATED CARE FHA RECOGNIZES THAT ITS MISSION IS TO SERVE ALL THE MEMBERS OF THE COMMUNITY WITH RESPECT TO THE PROVISION OF HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. FHA PROVIDES QUALITY MEDICAL HEALTHCARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. IN THIS REGARD, FHA 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 FHA PRACTICES. A.CHARITY CARE/ OTHER UNCOMPENSATED CARE THE PRIMARY CONCERN OF FHA IS THE DELIVERY OF HEALTH CARE TO ALL CITIZENS OF CENTRAL PENNSYLVANIA REGARDLESS OF THEIR ABILITY TO PAY. THE UNREIMBURSED COST OF CHARITY CARE AND OTHER UNCOMPENSATED CARE REPRESENTS THE COST FHA INCURS BY PROVIDING FREE OR DISCOUNTED SERVICES TO THOSE WHO CANNOT AFFORD TO PAY. FOR THE YEAR ENDED DECEMBER 31, 2022, THE COST OF THE CHARITY CARE WAS 2,310. B.MEDICARE/MEDICAID IN RECOGNIZING ITS MISSION TO THE COMMUNITY, FHA PROVIDES SERVICES TO THE ELDERLY (MEDICARE) AND THE INDIGENT (MEDICAID). FHA PROVIDES CARE, BELOW COST, TO PERSONS COVERED BY THESE GOVERNMENTAL PROGRAMS TO THE EXTENT THE GOVERNMENT REIMBURSEMENT IS BELOW THE COST OF PROVIDING HEALTH CARE. THE UNREIMBURSED VALUE OF MEDICARE AND/OR MEDICAID IS EQUAL TO THE COST OF PROVIDING SERVICES LESS THE AMOUNT RECEIVED AS REIMBURSEMENT UNDER THE PROGRAM. THE COST OF PROVIDING HEALTHCARE SERVICES TO MEDICARE AND MEDICAID PATIENTS EXCEEDED REIMBURSEMENT BY APPROXIMATELY 233,018 DURING THE YEAR ENDED DECEMBER 31, 2022. COMMUNITY SERVICE SUMMARY AT COST CHARITY CARE 2,310 MEDICARE/MEDICAID/OTHER GOVERNMENTAL 233,018 ----------- TOTAL 235,328 =========== FORM 990, PART V FORM 990, PART V, LINE 1A: ENTER THE NUMBER REPORTED IN BOX 3 OF FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS. GEISINGER SYSTEM SERVICES (GSS), AN AFFILIATE OF THE ORGANIZATION, PROVIDES A CENTRALIZED ACCOUNTS PAYABLE FUNCTION FOR ALL GEISINGER ORGANIZATIONS. AS THE ACCOUNTS PAYABLE PROCESSOR, GSS PREPARES AND FILES FORM 1099 UNDER ITS EIN FOR CERTAIN REPORTABLE PAYMENTS OF THE FILING ORGANIZATION. THE NUMBER OF FORM 1099'S FILED BY GSS FOR THE 2022 REPORTING PERIOD ON BEHALF OF ITSELF AND ITS AFFILIATES WAS 1,353. FORM 990, PART VI FORM 990, PART I, SECTION A, LINE 4: FORM 990, PART VI, SECTION A, LINE 1B: ENTER THE NUMBER OF VOTING MEMBERS THAT ARE INDEPENDENT. BASED ON THE FORM 990 DEFINITION OF "INDEPENDENCE" AS IT RELATES TO VOTING MEMBERS OF THE GOVERNING BODY, THREE VOTING MEMBERS ARE NOT INDEPENDENT BECAUSE THEY ARE COMPENSATED AS EMPLOYEES OF RELATED TAX-EXEMPT ORGANIZATIONS. FORM 990, PART VI, SECTION A, LINE 2: DID ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE HAVE A FAMILY RELATION- SHIP OR BUSINESS RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE? BENJAMIN K. CHU, MD, MPH, MACP, GERALD V. MALONEY, DO , JAEWON RYU, MD, JD, JEFFREY A. JACOBSON, KEVIN V. ROBERTS, MBA, CPA, LORI R. GRAMLEY, ESQUIRE, MATTHEW WALSH, STEVEN B. BENDER, ESQUIRE, V. CHRIS HOLCOMBE, PE, AND VIRGINIA MCGREGOR ALL HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BECAUSE THEY SERVE AS OFFICERS AND/OR DIRECTORS ON ONE OR MORE FOR-PROFIT AFFILIATE OF THE ENTITY. ALL OF THE AFFILIATES ARE PART OF GEISINGER. FORM 990, PAGE 6, PART VI, LINE 1A THERE WAS A DELEGATION OF AUTHORITY TO THE GEISINGER HEALTH EMERGENCY ACTION COMMITTEE, WHICH IS COMPRISED OF THE CHAIR OF THE BOARD, VICE-CHAIR OF THE BOARD, THE PRESIDENT AND CEO (EX-OFFICIO DIRECTOR), CHAIR OF THE FINANCE COMMITTEE AND CHAIR OF THE PATIENT EXPERIENCE, ACADEMIC AFFAIRS AND QUALITY COMMITTEE. UNDER THE NONPROFIT CORPORATION LAW AND UNDER GEISINGER HEALTH'S CORPORATE BYLAWS, THE EMERGENCY ACTION COMMITTEE SHALL EXERCISE THE POWER AND AUTHORITY OF THE BOARD OF DIRECTORS TO ACT ON EMERGENCY MATTERS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS. FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE THE DIRECTORS; ELECT AND REMOVE THE PRESIDENT AND FILL ANY VACANCY IN THE OFFICE OF THE PRESIDENT OF THE CORPORATION; AND, MAY APPROVE AMENDMENTS TO THE CORPORATE BYLAWS IN LIEU OF SUCH APPROVAL BY THE BOARD OF DIRECTORS. THE MEMBERS ALSO HAVE THE RESERVE POWERS AS SET FORTH IN THE PENNSYLVANIA NONPROFIT CORPORATION LAW. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS OF THE CORPORATION SHALL SERVE AS THE GOVERNING BODY OF THE CORPORATION. THE PRESIDENT OF THE CORPORATION SHALL BE A DIRECTOR BY REASON OF HOLDING SUCH OFFICE. THE REMAINING DIRECTORS SHALL BE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS. THE MEMBERS OF THE CORPORATION MAY SERVE AS DIRECTORS AND DIRECTORS MAY SUCCEED THEMSELVES FROM TERM TO TERM. VACANCIES ON THE BOARD OF DIRECTORS SHALL BE FILLED BY THE MEMBERS AT THEIR DISCRETION AT THE ANNUAL MEETING OF THE MEMBERS OR AT A SPECIAL MEETING CALLED FOR SUCH PURPOSE. FORM 990, PAGE 6, PART VI, LINE 7B THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE THE DIRECTORS; ELECT AND REMOVE THE PRESIDENT AND FILL ANY VACANCY IN THE OFFICE OF THE PRESIDENT OF THE CORPORATION; AND, MAY APPROVE AMENDMENTS TO THE CORPORATE BYLAWS IN LIEU OF SUCH APPROVAL BY THE BOARD OF DIRECTORS. THE MEMBERS ALSO HAVE THE RESERVE POWERS AS SET FORTH IN PENNSYLVANIA NONPROFIT CORPORATION LAW. FORM 990, PAGE 6, PART VI, LINE 11B ALL OFFICERS AND DIRECTORS WERE ELECTRONICALLY PROVIDED A FINAL COPY OF THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS. AN EXECUTIVE SUMMARY OF THE INFORMATION REPORTED ON THE RETURN IS PROVIDED TO ASSIST IN THE REVIEW. IN ACCORDANCE WITH THE GEISINGER HEALTH BOARD OF DIRECTOR'S FINANCE COMMITTEE CHARTER, GEISINGER ORGANIZATIONS' FORM 990 FILINGS ARE REVIEWED ANNUALLY. THE FORM 990 IS PREPARED BY GEISINGER TAX AND FINANCE DEPARTMENTS WITH INFORMATION PROVIDED FROM FINANCE, TAX, HUMAN RESOURCES, LEGAL SERVICES AND OTHER RELEVANT DEPARTMENTS WITHIN GEISINGER. THE CHIEF FINANCIAL OFFICER (CFO) OF GEISINGER AND THE INDIVIDUAL ORGANIZATIONS SENIOR FINANCIAL MANAGERS REVIEW THEIR RESPECTIVE FORM 990 PRIOR TO MAKING THE FINAL RETURN AVAILABLE TO THE BOARD. IN ADDITION, THE CHIEF LEGAL OFFICER AND CHIEF HUMAN RESOURCE OFFICER OF GEISINGER REVIEW THE INFORMATION DISCLOSED ON THE FORM 990 RELEVANT TO THEIR RESPECTIVE AREAS OF RESPONSIBILITY. FOR PURPOSES OF THEIR ANNUAL AUDIT OF GEISINGER CONSOLIDATED FINANCIAL STATEMENTS, INDEPENDENT AUDITORS REVIEW ALL FEDERAL TAX RETURNS FILED BY GEISINGER ORGANIZATIONS TO IDENTIFY MATERIAL ITEMS, INCLUDING IF THERE ARE ANY UNCERTAIN TAX POSITIONS THAT MAY BE REQUIRED TO BE RECOGNIZED. THE COMPANY HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED FOR REPORTING PERIOD. FORM 990, PAGE 6, PART VI, LINE 12C THE OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE SUBJECT TO THE GEISINGER CONFLICT OF INTEREST POLICY FOR DIRECTORS, OFFICERS AND SENIOR LEADERS. AT LEAST ONCE EACH YEAR DIRECTORS, OFFICERS, KEY EMPLOYEES, SENIOR LEADERS AND OTHERS DESIGNATED BY THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE IN WRITING THE EXISTENCE OF ANY POTENTIAL FINANCIAL INTERESTS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST WITH ANY AFFILIATE WITHIN GEISINGER. THE DISCLOSURES ARE REVIEWED BY THE OFFICE OF THE CHIEF COMPLIANCE OFFICER AND REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEE AND/OR BOARD OF DIRECTORS. AFTER REVIEW OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, INPUT FROM DEPARTMENT OF LEGAL SERVICES AND ANY DISCUSSION WITH THE PERSON DESIRED BY THE BOARD OR COMMITTEE, THE COMMITTEE/BOARD DECIDES IF A CONFLICT EXISTS AND TAKES APPROPRIATE ACTION. THE INDIVIDUAL DISCLOSING THE FINANCIAL INTEREST IS ABSENT DURING THE COMMITTEE/BOARD DELIBERATIONS AND DECISIONS ON THE MATTER. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS TO REVIEW AND APPROVE THE COMPENSATION OF GEISINGER EMPLOYED BOARD DIRECTORS, OFFICERS, AND EXECUTIVE MANAGEMENT IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR INTERMEDIATE SANCTION PURPOSES. THE PROCESS REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PARTIES, USE OF APPROPRIATE COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS. ON AN ANNUAL BASIS AN INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANT COMPLETES A COMPARATIVE ASSESSMENT OF COMPENSATION FOR THE CEO AND SENIOR MANAGEMENT WITHIN GEISINGER. THE CONSULTANT'S REPORT IS PRESENTED TO THE GEISINGER FAMILY COMMITTEE PRIOR TO ANY COMPENSATION ADJUSTMENT. THE REPORT SUPPORTS THE RIGOROUS REVIEW COMPLETED BY THE GEISINGER FAMILY COMMITTEE TO ENSURE THAT THE PROGRAM IS RESPONSIBLE TO THE GEISINGER CHARITABLE MISSION, REFLECTS REASONABLE COMPENSATION WITHIN THE NONPROFIT MARKET AND IS COMPLIANT WITH THE IRS'S INTERMEDIATE SANCTION REQUIREMENTS. THE SURVEY DATA IN THE COMPARATIVE ANALYSIS IS CAPTURED FOR FUNCTIONALLY COMPARABLE POSITIONS IN MULTIPLE SIMILAR NONPROFIT ORGANIZATIONS AND REFLECTS TOTAL REMUNERATION PROVIDED IN THE MARKET. ALL SURVEYS ARE CONDUCTED BY THIRD PARTY ORGANIZATIONS AND NOT CONDUCTED AT THE SPECIFIC DIRECTION OF GEISINGER. ANY COMPENSATION ADJUSTMENTS ARE APPROVED BY THE GEISINGER FAMILY COMMITTEE PRIOR TO THE EFFECTIVE DATE OF THE PAYMENT. THE GEISINGER FAMILY COMMITTEE AT ITS SOLE DISCRETION MAY POSITIVELY OR NEGATIVELY ADJUST ANY RECOMMENDED COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B SEE SCHEDULE O RESPONSE TO FORM 990, PART VI SECTION B, QUESTION 15A. FORM 990, PAGE 6, PART VI, LINE 19 FINANCIAL STATEMENTS, FORM 990, FORM 990-T, THE CONFLICTS OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9 TRANSFER TO AFFILIATE GC, DUE TO MERGER -177,664 EFFECTIVE DECEMBER 31, 2022, FAMILY HEALTH ASSOCIATES OF GEISINGER- LEWISTOWN HOSPITAL CEASED EXISTING AS A LEGAL ENTITY AND WAS MERGED INTO GEISINGER CLINIC. THE NET SSSETS OF FAMILY HEALTH ASSOCIATES OF GEISINGER- LEWISTOWN HOSPITAL TRANSFERRED TO GEISINGER CLINIC AS A PART OF THE MERGER. FORM 990, PART XII FORM 990, PART XII, LINE 3A: AS A RESULT OF A FEDERAL AWARD, WAS THE ORGANIZATION REQUIRED TO UNDERGO AN AUDIT OR AUDITS AS SET FORTH IN THE UNIFORM GUIDANCE, 2 C.F.R. PART 200, SUBPART F? FEDERAL AWARDS ARE AUDITED AS A PART OF THE GEISINGER'S CONSOLIDATED REPORT ON FEDERAL AWARDS IN ACCORDANCE WITH UNIFORM GUIDANCE, 2 C.F.R. PART 200, SUBPART F. 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. GEISINGER HEALTH 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231995911 PHILANTHRO PA 501C3 7 N/A false GEISINGER MEDICAL CENTER 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 240795959 HOSPITAL PA 501C3 3 GH true GEISINGER CLINIC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 236291113 PHYSN SVCS PA 501C3 3 GH true GEISINGER WYOMING VALLEY MED CTR 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231996150 HOSPITAL PA 501C3 3 GH true MARWORTH 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232171417 D&A REHAB PA 501C3 3 GH true GEISINGER HEALTH PLAN 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232311553 HMO PA 501C4 GH false GEISINGER SYSTEM SERVICES 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232164794 SUPPORT SV PA 501C3 12A GH true GEISINGER COMMUNITY HEALTH SERVICES 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232967235 HEALTHCARE PA 501C3 10 GSS true GEISINGER INSURANCE CORPORATIONRRG 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 141909894 SELF INS VT 501C3 12A GH true COMMUNITY MEDICAL CENTER 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 240862246 HOSPITAL PA 501C3 3 GH true GEISINGER-BLOOMSBURG HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232193572 HOSPITAL PA 501C3 3 GH true GEISINGER-LEWISTOWN HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231352187 HOSPITAL PA 501C3 3 GH true LEWISTOWN AMBULATORY CARE CORP 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232344362 HOLDING CO PA 501C3 12A GH true KEYSTONE HEALTH INFORMATION EXCH 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 464359893 RHIO PA 501C3 12A GH false WEST SHORE ADVANCED LIFE SUPP SVCS 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232463002 HEALTHCARE PA 501C3 10 GC true GEISINGER COMMONWEALTH SCH OF MED 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 260812968 EDUCATION PA 501C3 2 GH false GEISINGER JERSEY SHORE HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 240792115 HOSPITAL PA 501C3 3 GH true GEISINGER MEDICAL CENTER MUNCY 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 851226106 HOSPITAL PA 501C3 3 GHM false GNJ PHYSICIANS GROUP PC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 820681884 PHYSN SVCS NJ 501C3 10 GH false GSL HOSPITAL 801 OSTRUM STREET BETHLEHEM PA 18015 824432109 HOSPITAL PA 501C3 3 N/A false GSLPG INC 801 OSTRUM STREET BETHLEHEM PA 18015 825423865 HEALTHCARE PA 501C3 3 GSL HOSP false KEYSTONE ACCOUNTABLE CARE ORG LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 455484165 ACO PA N/A false false GEISINGER ENCOMPASS HEALTH LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 721398803 PHY THERAP PA N/A false false EVANGELICAL-GEISINGER HEALTH LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 460567687 HEALTHCARE PA N/A false false LACKAWANNA PHYS AMB SURG CTRLLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 233024998 HEALTHCARE PA N/A false false GEISINGER-HM JOINT VENTURE LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 831871064 HEALTHCARE PA N/A false false KEYSTONE HEALTHCARE PARTNERSHIPLLC 901 HUGH WALLIS ROAD LAFAYETTE LA 70508 833134941 HOME HLTH PA N/A false false COMMONWEALTH MSO LLC 270 SUSQUEHANNA VALLEY MALL DRIVE SELINSGROVE PA 17870 862178965 HEALTHCARE PA N/A false false PHARMACY INNOVATION ALLIANCE LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 831871064 PURCHASING DE N/A false false KKA VALUE FUND II GMBH & CO GIPSSTRABE 8 BERLIN GERMANY GM 10119 981686914 INVESTMENT GM N/A false false KKA CO-INVEST I GMBH & CO KG GIPSSTRABE 8 BERLIN GERMANY GM 10119 981685919 INVESTMENT GM N/A false false ISS SOLUTIONS INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232077663 CLINIC ENG PA N/A false GEISINGER INDEMNITY INSURANCE CO 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232815174 HLTH INSUR PA N/A false GEISINGER QUALITY OPTIONS INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 204275139 HLTH INSUR PA N/A false GEISINGER ASSURANCE COMPANY LTD 23 LINE TREE BAY AVE PO BOX 1159 GRAND CAYMAN GRAND CAYMAN CJ KY1-1102 981016737 FINANCIAL CJ N/A false CT WAREHOUSE GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false KKA PROJECT 3 HOLDING GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false KKA PROJECT 4 HOLDING GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false RTNX TOP GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false KKA WAREHOUSE GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false KKA PROJECT 2 HOLDING GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false PROJECT 4 WAREHOUSE GMBH GIPSSTRABE 8 BERLIN BERLIN GM 10119 HOLDING CO GM N/A false false false false false false false false false false false false false true false false false false true false GEISINGER CLINIC M 337919 GAAP GEISINGER CLINIC R 177664 GAAP SCHEDULE R FORM 990, SCHEDULE R, PART V - TRANSACTIONS WITH RELATED ORGANIZATIONS: AS SHOWN IN FORM 990, SCHEDULE R, FAMILY HEALTH ASSOCIATES OF GEISINGER- LEWISTOWN HOSPITAL IS CLOSELY AFFILIATED WITH SEVERAL OTHER ORGANIZATIONS. IN THE NORMAL COURSE OF THE OPERATIONS OF THESE AFFILIATED ORGANIZATIONS THERE ARE NUMEROUS INTERORGANIZATIONAL TRANSACTIONS, WHICH MAY INCLUDE SALES, EXCHANGES AND LEASES OF PROPERTY, EXTENSIONS OF CREDIT, FURNISHING OF GOODS, SERVICES AND FACILITIES, AND TRANSFERS OF ASSETS. THESE INTERORGANIZATION TRANSACTIONS PROMOTE THE EFFICIENT OPERATION OF THE VARIOUS ORGANIZATIONS AND THE ATTAINMENT OF THEIR TAX EXEMPT PURPOSES. THESE TYPES OF INTER ORGANIZATION TRANSACTIONS WERE DESCRIBED TO THE INTERNAL REVENUE SERVICE IN A RULING APPLICATION AND WERE RECOGNIZED BY THE NATIONAL OFFICE OF THE IRS IN A SERIES OF GEISINGER PRIVATE RULINGS AS BEING ENTIRELY CONSISTENT WITH THE ORGANIZATIONS' TAX EXEMPT STATUS.