2025-11-07T14:14:38-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-01-01 311773259 GENESIS HEALTHCARE SYSTEM GROUP RETURN GENE 7404545000 2951 MAPLE AVENUE ZANESVILLE OH 43701 ADAM HOPPER CFO 7404545000 2025-11-05 1 1 AMY CIMINELLO P00796388 6148493000 2025-11-05 2024 2025-03-06 01:10:19Z MATTHEW PERRY 2951 MAPLE AVENUE ZANESVILLE OH 43701 4498324 1 1 3727 X WWW.GENESISHCS.ORG X OH TO PROMOTE CHARITABLE SUPPORT FOR GENESIS HEALTHCARE SYSTEM AS WE SHARE ITS MISSION TO PROVIDE COMPASSIONATE, QUALITY HEALTHCARE. 12 11 0 422 0 0 1054933 834115 0 0 1500993 2782674 318145 304007 2874071 3920796 23000 30500 0 0 349975 0 0 0 1498 2661572 335001 3034547 365501 -160476 3555295 74214431 80598958 23798 36243 74190633 80562715 X TO PROMOTE CHARITABLE SUPPORT FOR GENESIS HEALTHCARE SYSTEM AS WE SHARE ITS MISSION TO PROVIDE COMPASSIONATE, QUALITY HEALTHCARE. 0 0 269542 0 0 THE AFFILIATES OF GENESIS HEALTHCARE SYSTEM (THE "HOSPITAL"), A 501(C)(3) ORGANIZATION, HAVE ELECTED TO BE INCLUDED IN A GROUP RETURN. HOWEVER, EACH AFFILIATE HAS SEPARATELY STATED ITS 2024 PROGRAM SERVICE ACCOMPLISHMENTS BELOW:GENESIS HEALTHCARE FOUNDATION:GENESIS HEALTHCARE FOUNDATION PROVIDES FUNDING TO GENESIS HEALTHCARE SYSTEM FOR THE NEWLY COMPLETED HOSPITAL, AS WELL AS MISCELLANEOUS MAJOR AND MINOR MEDICAL EQUIPMENT, VARIOUS PROGRAMS, AND EDUCATION. ALL OF THE ASSETS OF BETHESDA HEALTH FOUNDATION AND GOOD SAMARITAN MEDICAL CENTER FOUNDATION WERE TRANSFERRED TO GENESIS HEALTHCARE FOUNDATION IN 1999.CARESERVE:CARESERVE PROVIDED SKILLED NURSING CARE THROUGH ITS TWO FACILITIES, LOCATED IN ZANESVILLE AND MCCONNELSVILLE, UNTIL THE BEDS FROM BOTH FACILITIES AND PROPERTY FROM MCCONNELSVILLE WERE SOLD IN OCTOBER 2010. THE ZANESVILLE PROPERTY WAS LEASED TO THE NEW OWNERS UNTIL NOVEMBER OF 2013. THE NET BOOK VALUE OF THE PROPERTY WAS THEN TRANSFERRED TO GENESIS HEALTHCARE SYSTEM TO HOUSE THEIR BEHAVIORAL HEALTH SERVICES.BETHESDA HOSPITALITY SHOP:BETHESDA HOSPITALITY SHOP AND EVENTS ARE RUN BY VOLUNTEERS, USING PROCEEDS FROM SALES. 30500 30500 0 PROVIDED $30,500 IN SCHOLARSHIPS TO STUDENTS PURSUING CAREERS IN HEALTHCARE IN ACCORDANCE WITH DONOR GUIDELINES. 300042 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 10 0 1 0 0 0 0 0 0 0 0 0 0 0 X 12 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 X ADAM HOPPER 7404545333 2951 MAPLE AVENUE ZANESVILLE OH 43701 JODY SPENCER BOARD CHAIR 0.80 0.00 X X 0 0 0 RYAN DODSON VICE CHAIRMAN 0.80 0.00 X X 0 0 0 ASHLEY MOYER SECRETARY 0.80 0.00 X X 0 0 0 ERIC HOLSKY TREASURER 0.80 0.00 X X 0 0 0 SR MAUREEN ANNE SHEPARD BOARD MEMBER 0.80 1.15 X 0 0 0 HANNA LUBURGH-AGIN BOARD MEMBER 0.80 0.00 X 0 0 0 PAUL MASTERSON BOARD MEMBER 0.80 0.00 X 0 0 0 BRANDY ALEXANDER DO BOARD MEMBER 0.80 0.00 X 0 656805 28913 NANCY SULENS BOARD MEMBER 0.80 0.00 X 0 0 0 BO COCONIS BOARD MEMBER 0.80 0.00 X 0 0 0 AJ PATEL BOARD MEMBER 0.08 0.00 X 0 0 0 LAURA TOMPKINS BOARD MEMBER 0.80 0.00 X 0 0 0 MATTHEW PERRY PRESIDENT/CEO 0.80 49.20 X 0 1042506 35670 MICHAEL NORMAN CHIEF FINANCIAL OFFICER:END 09/24 0.80 49.20 X 0 628779 42020 ADAM HOPPER CHIEF FINANCIAL OFFICER:START 09/24 0.00 50.00 X 0 130955 7542 0 2459045 114145 0 0 1 0 0 834115 834115 1174931 1174931 1607743 0 1607743 1607743 1607743 881535 577528 304007 304007 3920796 0 0 3086681 X 13500 13500 17000 17000 10500 6895 3605 43267 28414 14853 9227 9227 42568 19825 22743 10995 10995 4635 4635 3156 2821 335 2850 1583 1267 14302 13624 447 231 5181 5129 52 INTERCOMPANY TRANSFERS 179500 179500 0 DUES & SUBSCRIPTIONS 8820 4107 4713 365501 300042 63961 1498 5 1502278 664853 100946 819319 1477840 6248 6399 70861 125001 1090 818 341916 239727 116490 102189 53022846 58689866 17274908 16220798 2237811 2372823 74214431 80598958 23798 10176 0 26067 23798 36243 X 48247199 55005660 25943434 25557055 74190633 80562715 74214431 80598958 X 3555295 3203166 -386379 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 25943434 2718765 -996924 30500 2057725 25577050 24210101 1611942 1297596 23000 1153205 25943434 27765350 1356226 -3259001 31100 1621374 24210101 23006066 2883608 2283612 35500 372436 27765350 21121212 450959 2025459 23000 568564 23006066 0.00000 0.77271 0.22729 1 0 65183 65183 276733 239727 37006 102189 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 16220798 F 16220798 INTERCOMPANY PAYABLE 26067 26067 X PART V, LINE 4: TO SUPPORT GENESIS HEALTHCARE SYSTEM AND ITS MISSION TO PROVIDE COMPASSIONATE, QUALITY HEALTHCARE. PART X, LINE 2: THE SYSTEM AND ITS SUBSIDIARIES ARE TAX-EXEMPT ORGANIZATIONS, EXCEPT FOR CARELIFE. ANY POTENTIAL TAX LIABILITY FOR CARELIFE WOUND NOT BE SIGNIFICANT TO THE CONSOLIDATED FINANCIAL STATEMENTS. NO TAX PROVISION IS REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SYSTEM AND TO RECOGNIZE A TAX LIABILITY IF THE SYSTEM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER APPLICABLE TAXING AUTHORITIES. 1 SCHOLARSHIP AWARD 20 17000 PART I, LINE 2: DISTRIBUTIONS ARE SCHOLARSHIP AWARDS TO INDIVIDUALS PURSUING DEGREES IN MEDICAL FIELDS, AND TO CERTAIN LOCAL COLLEGES/UNIVERSITIES. GRANTS ARE AWARDED ONLY AFTER EXTENSIVE DOCUMENTATION, INCLUDING TRANSCRIPTS AND ACCEPTANCE LETTERS, ARE REVIEWED BY AN INDEPENDENT COMMITTEE. TO ENSURE THEY ARE BEING USED FOR EDUCATIONAL PURPOSES ONLY, THE CHECKS ARE WRITTEN TO THE INDIVIDUAL'S INSTITUTION OF HIGHER EDUCATION AND CAN ONLY BE DEPOSITED INTO THE APPROPRIATE ACCOUNT. COLLEGES/UNIVERSITIES THAT RECEIVE FUNDING MUST REPORT INFORMATION ON HOW THE MONEY WAS DISTRIBUTED TO THE COMMITTEE ON AN ANNUAL BASIS BEFORE FURTHER FUNDING IS CONSIDERED. ANY UNUSED PORTIONS ARE RETURNED TO THE FOUNDATION. 0 0 0 0 0 0 0 0 0 MATTHEW PERRY PRESIDENT/CEO 0 980642 0 61864 0 0 0 10350 0 25320 0 1078176 0 0 BRANDY ALEXANDER DO BOARD MEMBER 0 612177 0 44628 0 0 0 10350 0 18563 0 685718 0 0 MICHAEL NORMAN CHIEF FINANCIAL OFFICER:END 09/24 0 523156 0 73124 0 32499 0 10350 0 31670 0 670799 0 0 PART 1, LINE 3: A RELATED ORGANIZATION, GENESIS HEALTHCARE SYSTEM, ESTABLISHES COMPENSATION OF THE ORGANIZATION'S CEO THROUGH A COMPENSATION COMMITTEE, INDEPENDENT COMPENSATION CONSULTANT, WRITTEN EMPLOYMENT CONTRACTS, COMPENSATION SURVEY/STUDY, AND APPROVAL BY THE BOARD AND COMPENSATION COMMITTEE. PART I, LINE 4B: A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WAS SET UP TO PROVIDE ADDITIONAL DEFERRED RETIREMENT INCOME TO THE GENESIS HEALTH CARE SYSTEM SENIOR LEADERSHIP TEAM MEMBERS. THIS PLAN IS FUNDED BY GENESIS AND VESTS WITH SERVICE. GENESIS HEALTHCARE SYSTEM MADE NO CONTRIBUTIONS TO NONQUALIFIED RETIREMENT PLANS DURING 2024. FORM 990, PART VI, SECTION A, LINE 6 GENESIS HEALTHCARE SYSTEM IS THE SOLE MEMBER OF THE ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A GENESIS HEALTHCARE SYSTEM, THE SOLE MEMBER OF THE FILING ORGANIZATION, HAS THE RIGHT TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY'S, WHETHER PERIODICALLY, OR AS VACANCIES ARISE, OR OTHERWISE. FORM 990, PART VI, SECTION A, LINE 7B GENESIS HEALTHCARE SYSTEM, THE SOLE MEMBER OF THE FILING ORGANIZATION, HAS THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ORGANIZATION'S GOVERNING BODY SUCH AS APPROVAL OF THE GOVERNINGS BODY'S DECISION TO DISSOLVE THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO AND MADE AVAILABLE TO THE BOARD OF DIRECTORS IN ITS ENTIRETY FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL POTENTIAL CONFLICTS OF INTEREST OF BOARD MEMBERS AND OFFICERS MUST BE DISCLOSED TO THE BOARD OF DIRECTORS AND THE BOARD WILL DETERMINE IF A CONFLICT EXISTS AND APPROPRIATE PROCEDURES TO MITIGATE THE SITUATION, SUCH AS ALTERNATIVE TRANSACTIONS AND PARTICIPATION AND VOTING RESTRICTIONS. THE COMPLIANCE OFFICER MONITORS AND ENFORCES THESE POLICIES. ALL OFFICERS AND DIRECTORS REVIEW AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CLEANING SERVICES: PROGRAM SERVICE EXPENSES 1,600. MANAGEMENT AND GENERAL EXPENSES 836. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,436. INFORMATION SERVICES: PROGRAM SERVICE EXPENSES 3,164. MANAGEMENT AND GENERAL EXPENSES 1,654. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,818. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 23,650. MANAGEMENT AND GENERAL EXPENSES 12,363. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 36,013. FORM 990, PART IX, LINE 7 PAYROLL IS MANAGED BY A RELATED ENTITY; THEREFORE, NO W-2S ARE ISSUED FROM THE FILING ORGANIZATION. ADDITIONALLY, THIS ENTITY DOES NOT RECORD ANY SALARY EXPENSES. FORM 990, PART XI, LINE 9: CHANGE IN FAIR MARKET VALUE OF PERPETUAL TRUSTS -1,054,110. NET ASSETS RELEASED FROM RESTRICTION 667,731. FORM 990, PART XI, LINE 2C: THE FINANCE COMMITTEE OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND IS INVOLVED IN THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHICH COMPLETES THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. CONSOLIDATED RETURN: PURSUANT TO REGULATION 1.6033-2(D)(5)(II), GENESIS HEALTHCARE SYSTEM HEREBY ELECTS TO FILE ITS GROUP RETURN ON THE CONSOLIDATED BASIS. AFFILIATES INCLUDED IN GROUP RETURN: BETHESDA HEALTH FOUNDATION EIN: 31-0885513 NFP STATUS: 170(B)(1)(A)(III) CARESERVE EIN: 31-1099924 NFP STATUS: 170(B)(1)(A)(III) GOOD SAMARITAN MEDICAL CENTER FOUNDATION EIN: 31-0969646 NFP STATUS: 170(B)(1)(A)(III) GENESIS HEALTHCARE FOUNDATION EIN: 31-1629304 NFP STATUS: 170(B)(1)(A)(III) BETHESDA HOSPITALITY SHOP EIN:31-6050713 NFP STATUS: 509(A)(3) FORM 990, PART IV, LINE 12B ALL ORGANIZATIONS INCLUDED IN THIS RETURN, EXCEPT FOR BETHESDA HOSPITALITY SHOP, GENESIS HEALTHCARE FOUNDATION, BETHESDA HEALTH FOUNDATION AND GOOD SAMARITAN MEDICAL CENTER FOUNDATION ARE INCLUDED IN THE CONSOLIDATED FINANCIAL STATEMENTS. GENESIS HEALTHCARE FOUNDATION IS INCLUDED IN ITS OWN AUDITED FINANCIAL STATEMENTS. BETHESDA HOSPITALITY SHOP, BETHESDA HEALTH FOUNDATION AND GOOD SAMARITAN MEDICAL CENTER FOUNDATION ARE NOT INCLUDED IN ANY AUDITED FINANCIAL STATEMENTS. GOOD SAMARITAN MEDICAL CENTER 2951 MAPLE AVENUE ZANESVILLE OH 43701 314379479 MAINTAINS REAL ESTATE TITLE FOR HOSPITAL OH 501(C)(3) 3 GENESIS HEALTHCARE SYSTEM 1 COMMUNITY AMBULANCE SERVICE 2951 MAPLE AVENUE ZANESVILLE OH 43701 341773323 AMBULANCE SERVICE OH 501(C)(3) LINE 11 GENESIS HEALTHCARE SYSTEM 1 GENESIS HEALTHCARE SYSTEM 2951 MAPLE AVENUE ZANESVILLE OH 43701 311480941 HEALTHCARE OH 501(C)(3) 3 N/A 0 CARELIFE LLC 2951 MAPLE AVENUE ZANESVILLE OH 43701 311128717 PHYSICIAN SERVICES, HOME INFUSION, CHILDCARE SVCS, PHARMACY, DME OH N/A C 1 SOUTHEAST OHIO MEDICAL INSURANCE COMPANY FIRST CARIBBEAN HOUSE GEORGE TOWN CAYMAN ISLANDS CJ 980436356 CAPTIVE INSURANCE COMPANY CJ N/A C 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0