Form990
Click to see attachment
Department of the Treasury
Internal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except black lung benefit trust or private foundation)

MediumBullet The organization may have to use a copy of this return to satisfy state reporting requirements.
OMB No. 1545-0047
2010
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2010 and ending 06-30-2011
BCheck if applicable:
CName of organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Doing Business As
 
 
Number and street (or P.O. box if mail is not delivered to street address)
100 NORTH ACADEMY AVENUE MC 49-70
 
Room/suite
City or town, state or country, and ZIP + 4
DANVILLE, PA17822
D Employer identification number

23-1995911
E Telephone number

G Gross receipts $ 33,888,034
F Name and address of principal officer:
GLENN D STEELE JR MD PHD
100 NORTH ACADEMY AVENUE MC 22-01
DANVILLE,PA17822
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.GEISINGER.ORG
H(a)
Is this a group return for
affiliates?
H(b)
Are all affiliates included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:
 
L Year of formation: 1975
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: TO PROVIDE THE CORPORATE ENTITIES OF THE GEISINGER HEALTH SYSTEM WITH PHILANTHROPIC SUPPORT TO ASSIST IN MEETING THE CAPITAL AND PROGRAM PRIORITIES OF THE SYSTEM'S PLANNING PROCESS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) .... 3 16
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 13
5 Total number of individuals employed in calendar year 2010 (Part V, line 2a) ... 5 29
6 Total number of volunteers (estimate if necessary) .... 6 402
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b  
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 7,331,406 8,153,888
9 Program service revenue (Part VIII, line 2g) ......... 5,843,621 5,326,335
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 34,085,094 20,137,259
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 146,223 8,173
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 47,406,344 33,625,655
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 8,575,241 12,859,766
14 Benefits paid to or for members (Part IX, column (A), line 4) ....   0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 1,610,549 1,883,142
16a Professional fundraising fees (Part IX, column (A), line 11e).... 342,223 181,578
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet1,396,814    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 5,752,396 5,756,760
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 16,280,409 20,681,246
19 Revenue less expenses. Subtract line 18 from line 12...... 31,125,935 12,944,409
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............ 638,953,404 1,141,552,061
21 Total liabilities (Part X, line 26)............ 22,355,247 22,545,834
22 Net assets or fund balances. Subtract line 21 from line 20 ..... 616,598,157 1,119,006,227
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title.
Paid Preparer's Use Only Preparer's
signatureBig Right Arrow 		Date
right pointing bullet image Preparer’s taxpayer identification number
(see instructions)
Firm’s name (or yours
if self-employed),
address, and ZIP + 4Big Right Arrow




 		EIN right pointing bullet image
Phone no. right pointing bullet image
May the IRS discuss this return with the preparer shown above? (see instructions) .........
For Privacy Act and Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2010)
Form 990 (2010)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response to any question in this Part III . . . . . . . . . .
1
Briefly describe the organization’s mission: TO PROVIDE THE CORPORATE ENTITIES OF THE GEISINGER HEALTH SYSTEM WITH PHILANTHROPIC SUPPORT TO ASSIST IN MEETING THE CAPITAL AND PROGRAM PRIORITIES OF THE SYSTEM'S PLANNING PROCESS.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? ....................
If “Yes,” describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program services? ..........................
If “Yes,” describe these changes on Schedule O.
4
Describe the exempt purpose achievements for each of the organization’s three largest program services by expenses.
Section 501(c)(3) and 501(c)(4) organizations and section 4947(a)(1) trusts are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 19,041,759 including grants of $ 12,859,766 ) (Revenue $   )
SEE SCHEDULE O I. MISSION, VISION, VALUES AS THE PARENT ORGANIZATION OF THE GEISINGER HEALTH SYSTEM, GEISINGER HEALTH SYSTEM FOUNDATION IS COMMITTED TO THE SYSTEM'S MISSION, VISION, AND VALUES. GEISINGER HEALTH SYSTEM MISSION: TO ENHANCE THE QUALITY OF LIFE THROUGH AN INTEGRATED HEALTH SERVICE ORGANIZATION BASED ON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION, RESEARCH AND COMMUNITY SERVICE. VISION: TO BE THE HEALTH SYSTEM OF CHOICE, ADVANCING CARE THROUGH EDUCATION AND RESEARCH. VALUES: - EXCELLENCE - WE STRIVE FOR THE BEST, CONTINUOUSLY IMPROVING QUALITY IN ALL OUR ACTIVITIES. - SERVICE ORGANIZATION - OUR PHYSICIANS AND STAFF USE THEIR SKILLS, CREATIVITY, ENERGY AND LOYALTY AS RESOURCES FOR EFFECTIVE AND QUALITY SERVICES IN EVERY COMMUNITY AND EACH SETTING WE SERVE. - INDIVIDUAL DIGNITY - WE PROVIDE HUMANE, COMPASSIONATE AND EXPERT CARE, ALWAYS EMPHASIZING THE DIGNITY OF THE INDIVIDUAL. - TEAMWORK - WE TAKE PRIDE IN RECOGNIZING AND EMPOWERING GOOD PEOPLE WHO DEMONSTRATE THE IMPORTANCE AND VALUE OF TEAMWORK. - PHYSICIAN LEADERSHIP - WE ARE PHYSICIAN LED ACROSS OUR ENTIRE ORGANIZATION AND THE MANY COMMUNITIES WE SERVE. - DIVERSITY - DIVERSITY AMONG PHYSICIANS, STAFF, STUDENTS AND VOLUNTEERS PROMOTES AN ENVIRONMENT OF MUTUAL SUPPORT AND RESPECT. - EDUCATION - WE BELIEVE IN THE INTELLECTUAL AND PROFESSIONAL PURSUIT OF NEW KNOWLEDGE AND ITS DISSEMINATION TO COLLEAGUES, STUDENTS, AND THE PUBLIC AS AN INSTRUMENT OF OUR HEALTH SYSTEM THAT ADDS VALUE TO ALL OF OUR CUSTOMERS. - RESEARCH - WE BELIEVE THAT BASIC SCIENCE, CLINICAL COMMUNITY HEALTH AND HEALTH SERVICES RESEARCH ADVANCES THE OVERALL HEALTH AND WELL BEING OF OUR PATIENTS AND THEIR COMMUNITIES. - FISCAL RESPONSIBILITY - WE EXERCISE PRUDENT USE OF ALL RESOURCES AS PART OF OUR STEWARDSHIP RESPONSIBILITY FOR FISCAL AND ORGANIZATIONAL SUCCESS. - TRADITION - WE TAKE PRIDE IN OUR HISTORY FOR IT IS THE FOUNDATION OF OUR FUTURE AND OUR LONG-STANDING COMMITMENT TO YOUR HEALTH. II. GENERAL INFORMATION GEISINGER HEALTH SYSTEM FOUNDATION (THE FOUNDATION), A 501(C)(3) NOT FOR PROFIT CORPORATION, IS THE PARENT ORGANIZATION OF THE VARIOUS GEISINGER HEALTH SYSTEM ENTITIES. ITS GOVERNING BOARD OVERSEES THE COLLECTIVE EFFORTS OF THE FOURTEEN GEISINGER HEALTH SYSTEM AFFILIATED ENTITIES AND THEIR ACTIVITIES IN HEALTH CARE AND RELATED BUSINESSES. THE FOUNDATION IS INVOLVED WITH INITIATING AND ADMINISTERING GRANT AND PHILANTHROPIC SUPPORT PROGRAMS FOR ALL THE GEISINGER HEALTH SYSTEM NOT-FOR-PROFIT ENTITIES. THE FOURTEEN AFFILIATED ENTITIES OF GEISINGER HEALTH SYSTEM FOUNDATION ARE: - GEISINGER MEDICAL CENTER (GMC) IS A REGIONAL REFERRAL TERTIARY HEALTHCARE MEDICAL CENTER LOCATED IN DANVILLE, PENNSYLVANIA, A PREDOMINATELY RURAL AREA OF NORTHEASTERN AND CENTRAL PENNSYLVANIA. GMC OPERATES A LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER AS DESIGNATED BY THE PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION. THIS DESIGNATION IS BASED ON THE PROVISION OF COMPREHENSIVE TRAUMA CARE 24 HOURS A DAY AND THE PROVISION OF OUTREACH, EDUCATIONAL, AND RESEARCH PROGRAMS IN TRAUMA CARE. THE TRAUMA CENTER INCLUDES LIFE FLIGHT, A RAPID RESPONSE HELICOPTER RETRIEVAL PROGRAM. ALSO PART OF GMC ARE THE HOSPITAL FOR ADVANCED MEDICINE, JANET WEIS CHILDREN'S HOSPITAL AND THE WOMEN'S HEALTH PAVILION, IN ADDITION TO TREATMENT CENTERS FOR CANCER, KIDNEY TRANSPLANTS, HEART AND NEUROLOGICAL DISEASE AND INFERTILITY. - GEISINGER CLINIC (THE CLINIC) CONSISTS OF MULTI-SPECIALTY PHYSICIAN GROUP PRACTICES EMPLOYING OVER 800 PHYSICIANS PRACTICING AT 62 SITES IN 48 COMMUNITIES THROUGHOUT NORTHEASTERN AND CENTRAL PENNSYLVANIA. SOME SITES ARE DOCTOR'S OFFICES LOCATED IN THE SMALL TOWNS OF THE REGION; OTHERS ARE CLINICS WITH DIAGNOSTIC CAPABILITIES AND PHARMACIES ON THE PREMISES. GEISINGER CLINIC 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. - GEISINGER SYSTEM SERVICES (GSS) IS A COST-EFFECTIVE CENTRALIZED PROVIDER OF MANAGEMENT AND CONSULTATIVE SERVICES TO OTHER ENTITIES WITHIN THE GEISINGER HEALTH SYSTEM. SERVICES PROVIDED INCLUDE: COMMUNICATION AND PUBLIC RELATIONS, FACILITIES PLANNING AND MANAGEMENT, FINANCIAL SERVICES, HUMAN RESOURCES, INFORMATION SYSTEMS, INTERNAL AUDITS, LEGAL SERVICES, MARKET PLANNING, MATERIAL MANAGEMENT, EMPLOYEE BENEFIT ADMINISTRATION, MAIL SERVICES, REPROGRAPHICS, RISK MANAGEMENT, CAFETERIA, LAUNDRY, AND TELECOMMUNICATIONS. - GEISINGER WYOMING VALLEY MEDICAL CENTER (GWV) IS AN ACUTE CARE OPEN STAFF COMMUNITY HOSPITAL AND REFERRAL MEDICAL CENTER IN WILKES-BARRE, PENNSYLVANIA. GWV OFFERS 24-HOUR COMPREHENSIVE EMERGENCY SERVICE, MEDICAL AND SURGICAL UNITS, MATERNITY PROGRAMS, PEDIATRIC CARE AND COMPLETE CANCER TREATMENT AT THE FRANK M. AND DORTHEA HENRY CANCER CENTER. THE HEART HOSPITAL AT GEISINGER WYOMING VALLEY MEDICAL CENTER OPENED IN NOVEMBER 2001. IT IS DEDICATED TO BRINGING THE LATEST TECHNOLOGY USED IN THE TREATMENT OF HEART DISEASE TO THE PEOPLE OF THE WYOMING VALLEY. - GEISINGER ASSURANCE COMPANY, LTD. (GAC) IS A WHOLLY OWNED SUBSIDIARY OF GEISINGER HEALTH SYSTEM FOUNDATION LICENSED IN GRAND CAYMAN, BRITISH WEST INDIES. THE PRINCIPAL ACTIVITY OF GAC IS THE REINSURANCE, ON A CLAIMS MADE BASIS, OF A RETROSPECTIVELY RATED PROFESSIONAL LIABILITY INSURANCE POLICY ISSUED BY AN UNRELATED INSURANCE COMPANY BASED IN THE UNITED STATES OF AMERICA TO GAC'S SHAREHOLDER AND CERTAIN AFFILIATES. - GEISINGER INSURANCE CORPORATION, RISK RETENTION GROUP - PROVIDES PRIMARY PROFESSIONAL LIABILITY COVERAGE FOR SEVERAL ENTITIES OF GHS. - GEISINGER MEDICAL MANAGEMENT CORPORATION (GMMC) A WHOLLY OWNED FOR-PROFIT SUBSIDIARY OF THE FOUNDATION PROVIDING CONTRACT MANAGEMENT AND CONSULTING SERVICES. ADDITIONALLY, GMMC INCLUDES THE SYSTEM'S NEW BUSINESS FORMATION AND INTELLECTUAL PROPERTY COMMERCIALIZATION FUNCTION, GEISINGER VENTURES. - GEISINGER COMMUNITY HEALTH SERVICES (GCHS) PROVIDES COMMUNITY HEALTH SERVICES THROUGHOUT NORTHEASTERN AND CENTRAL PENNSYLVANIA. GCHS IS BASED IN DANVILLE, PENNSYLVANIA WITH BRANCH FACILITIES IN BOTH THE WILKES-BARRE AND HERSHEY AREAS. GCHS OFFERS SKILLED NURSING, HOME HEALTH AIDES, MSW, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, HOME INFUSION THERAPY AND RESPIRATORY THERAPY. IN ADDITION, GCHS MANAGES THE UTILIZATION AND CLINICAL PROGRAM DEVELOPMENT RELATING TO THE PROVISION OF HOME CARE THROUGHOUT THE ENTIRE AREA SERVICED BY GHP AND EMPLOYS A STAFF OF SALARIED PHYSICIANS WHO PROVIDE OCCUPATIONAL HEALTH SERVICES. - MARWORTH (MW) PROVIDES NATIONALLY RECOGNIZED ALCOHOL AND CHEMICAL DETOXIFICATION AND REHABILITATION TREATMENT PROGRAMS IN WAVERLY, PENNSYLVANIA. MARWORTH IS LICENSED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH, BUREAU OF DRUG AND ALCOHOL PROGRAMS, AND IS ACCREDITED, WITH COMMENDATION, BY THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS. MARWORTH OFFERS INDIVIDUALIZED 12-STEP TREATMENT PROGRAMS IN ADDITION TO A SPECIAL DUAL DIAGNOSIS TREATMENT PROGRAM AND SPECIAL PROGRAMS FOR LAW ENFORCEMENT PROFESSIONALS AND HEALTHCARE PROFESSIONALS. - GEISINGER HEALTH PLAN (GHP) IS THE LARGEST RURAL HEALTH MAINTENANCE ORGANIZATION (HMO) IN THE NATION. GEISINGER INDEMNITY INSURANCE COMPANY (GIIC) AND GEISINGER QUALTIY OPTIONS (GQO) ARE PENNSYLVANIA BUSINESS CORPORATIONS THAT ARE WHOLLY OWNED SUBSIDIARIES OF GEISINGER HEALTH SYSTEM FOUNDATION AND OFFER INDEMNITY HEALTH INSURANCE. TOTAL MEMBERSHIP WAS 275,221 PENNSYLVANIA MEMBERS. FROM INDIVIDUALS AND FAMILIES ENROLLED IN THE BASIC HEALTH-MAINTENANCE PROGRAM,INCLUDING A MEDICARE ALTERNATIVE,TO BUSINESS SUBSCRIBERS WHO CAN CHOOSE A CUSTOM-DESIGNED POINT-OF-SERVICE PLAN OR SMALL BUSINESS INSURANCE PLAN. MANAGED CARE PATIENTS BENEFIT FROM THEIR FOCUS ON EDUCATION, DISEASE PREVENTION AND WELLNESS. - INTERNATIONAL SHARED SERVICES, INC. (ISS) IS ONE OF THE LARGEST INDEPENDENT MEDICAL EQUIPMENT MAINTENANCE, INSTALLATION, PLANNING AND CONSULTING SERVICES GROUPS HEADQUARTERED IN THE MID-ATLANTIC REGION. ISS IS DEDICATED TO THE COST-EFFECTIVE IMPROVEMENT OF PATIENT CARE, SAFETY AND HOSPITAL OPERATIONS THROUGH CONSULTING SERVICES, TRAINING OF MEDICAL MAINTENANCE ENGINEERS AND PLANNING, DESIGN AND EXECUTION OF MEDICAL EQUIPMENT MAINTENANCE PROGRAMS. ISS EMPLOYS SPECIALISTS DEVOTED EXCLUSIVELY TO ASSET MANAGEMENT AND HIGH TECHNOLOGY EQUIPMENT SERVICES INCLUDING ASSET MANAGEMENT PROGRAMS, CLINICAL ENGINEERING & BIOMEDICAL SERVICES, IMAGING EQUIPMENT SERVICES, CLINICAL EQUIPMENT INFORMATION SERVICES, STERILIZER EQUIPMENT SERVICES, GAS ANALYSIS SERVICES, AND COMPUTER SERVICES. - HERSHEY MEDICAL CENTER (HMC) IS A CORPORATION FOR PURPOSES OF ACCOUNTING RECONCILEMENT OF OUTSTANDING LIABILITIES ONLY AND IS NO LONGER AN OPERATING ENTITY. ON NOVEMBER 18, 1999, THE GHS BOARD OF DIRECTORS ANNOUNCED PLANS TO UNWIND THE AFFILIATION THAT CREATED THE PENN STATE GEISINGER HEALTH SYSTEM. GEISINGER AND THE CLINICAL OPERATIONS OF THE HERSHEY MEDICAL CENTER, INCLUDING THE ASSOCIATED FACULTY PRACTICE PLAN OF PENN STATE UNIVERSITY, RETURNED TO TWO
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services. (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 19,041,759
Form 990 (2010)
Form 990 (2010)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If “Yes,” complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? Click to see attachment........
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If “Yes,” complete Schedule C, Part IClick to see attachment..........
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities? If “Yes,” complete Schedule C,
Part IIClick to see attachment.........................
4
Yes
 
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If “Yes,” complete Schedule C, Part IIIClick to see attachment........................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If “Yes,” complete
Schedule D, Part IClick to see attachment.......................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas or historic structures? If “Yes,” complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If “Yes,” complete Schedule D, Part III Click to see attachment....................
8
 
No
9
Did the organization report an amount in Part X, line 21; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If “Yes,”
complete Schedule D, Part IVClick to see attachment...................
9
 
No
10
Did the organization, directly or through a related organization, hold assets in term, permanent,or quasi-endowments? If “Yes,” complete Schedule D, Part VClick to see attachment
10
Yes
 
11
If the organization’s answer to any of the following questions is ‘Yes,’ then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable:
a
Did the organization report an amount for land, buildings, and equipment in Part X, line10? If “Yes,” complete Schedule D, Part VI.Click to see attachment
11a
Yes
 
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VII.Click to see attachment
11b
Yes
 
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part VIII.Click to see attachment
11c
 
No
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If “Yes,” complete Schedule D, Part IX.Click to see attachment
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If “Yes,” complete Schedule D, Part X.Click to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If “Yes,” complete Schedule D, Part X.Click to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If “Yes,” complete Schedule D, Parts XI, XII, and XIII Click to see attachment
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If “Yes,” and if the organization answered ‘No’ to line 12a, then completing Schedule D, Parts XI, XII, and XIII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If “Yes,” complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States?....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, and program service activities outside the United States? If “Yes,” complete Schedule F, Part I.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or assistance to any organization or entity located outside the U.S.? If “Yes,” complete Schedule F, Part II..
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or assistance to individuals located outside the U.S.? If “Yes,” complete Schedule F, Part III..
16
 
No
17
Did the organization report a total of more than $15,000, of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If “Yes,” complete Schedule G, Part IClick to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If “Yes,” complete Schedule G, Part II.......... Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If “Yes,” complete Schedule G, Part III................... Click to see attachment
19
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 4
Part IV
Checklist of Required Schedules (continued)
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
Did the organization attach its audited financial statement to this return? Note: All Form 990 filers that operate one or more hospitals must attach audited financial statements. .....
20b
 
 
21
Did the organization report more than $5,000 of grants and other assistance to governments and organizations in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.. Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants and other assistance to individuals in the United States on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III..... Click to see attachment
22
 
No
23
Did the organization answer “Yes” to Part VII, Section A, questions 3, 4, or 5, about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If “Yes,” complete Schedule J................ Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer questions 24b–24d and complete Schedule K. If “No,” go to line 25................ Click to see attachment
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds?......................
24c
 
No
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3) and 501(c)(4) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If “Yes,” complete Schedule L, Part I...... Click to see attachment
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If “Yes,” complete Schedule L, Part I................ Click to see attachment
25b
 
No
26
Was a loan to or by a current or former officer, director, trustee, key employee, highly compensated employee, or disqualified person outstanding as of the end of the organization’s tax year? If “Yes,” complete Schedule L,
Part II........................... Click to see attachment
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor, or a grant selection committee member, or to a person related to such an individual? If “Yes,” complete Schedule L, Part III............... Click to see attachment
27
 
No
28
Was the organization a party to a business transaction with one of the following parties? (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If “Yes,” complete Schedule L, Part IV ......................... Click to see attachment
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If “Yes,”
complete Schedule L, Part IV................... Click to see attachment
28b
Yes
 
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or owner? If “Yes,” complete Schedule L, Part IV.. Click to see attachment
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule MClick to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............ Click to see attachment
30
Yes
 
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I........................... Click to see attachment
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If “Yes,” complete Schedule N, Part II.......................
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If “Yes,” complete Schedule R, Part I........ Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If “Yes,” complete Schedule R, Parts II, III, IV, and V, line 1..................... Click to see attachment
34
Yes
 
35
Is any related organization a controlled entity within the meaning of section 512(b)(13)? .....
35
Yes
 
a
Did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If “Yes,” complete Schedule R, Part V, line 2... Click to see attachment
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If “Yes,” complete Schedule R, Part V, line 2........... Click to see attachment
36
Yes
 
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If “Yes,” complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11 and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2010)
Form 990 (2010)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response to any question in this Part V . . . . . . . . . .
Yes
No
1a
Enter the number reported in Box 3 of Form 1096. Enter -0- if not applicable. .......
1a
39
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable.
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and Tax Statements filed for the calendar year ending with or within the year covered by this return .....................
2a
29
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?

Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file. (see instructions)
2b
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?.............................
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account or securities account)?.......................
4a
Yes
 
b
If "Yes," enter the name of the foreign country: MediumBulletCJ
See instructions for filing requirements for Form TD F 90-22.1, Report of Foreign Bank and Financial Accounts.
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year?..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If “Yes” to line 5a or 5b, did the organization file Form 8886-T? ........
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible?..........
6a
 
No
b
If “Yes,” did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible?........................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor?....................
7a
Yes
 
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282?...........................
7c
 
No
d
If “Yes,” indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?..........................
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract?..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required?...................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C?...............
7h
 
 
8
Sponsoring organizations maintaining donor advised funds and section 509(a)(3) supporting organizations. Did the supporting organization, or a donor advised fund maintained by a sponsoring organization, have excess business holdings at any time during the year?................
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the organization make any taxable distributions under section 4966?.........
9a
 
 
b
Did the organization make a distribution to a donor, donor advisor, or related person?......
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If “Yes,” enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note. All 501(c)(29) organizations must list in Schedule O each state in which they are licensed to issue qualified health plans, the amount of reserves required by each state, and the amount of reserves the organization allocated to each state.
13a
 
 
b
Enter the aggregate amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans.
13b
 
c
Enter the aggregate amount of reserves on hand.
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
 
b
If "Yes," has it filed a Form 720 to report these payments? If “No,” provide an explanation in Schedule O..
14b
 
 
Form 990 (2010)
Form 990 (2010)
Page 6
Part VI
Governance, Management, and Disclosure For each “Yes” response to lines 2 through 7b below, and for a “No” response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response to any question in this Part VI . . . . . . . . . .
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year ..............
1a
16
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
13
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
Yes
 
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? ..
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed?
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Does the organization have members or stockholders? ................
6
 
No
7a
Does the organization have members, stockholders, or other persons who may elect one or more members of the governing body? .........................
7a
 
No
b
Are any decisions of the governing body subject to approval by members, stockholders, or other persons? ..
7b
 
No
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .........................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If “Yes,” provide the names and addresses in Schedule O .....
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal
Revenue Code.)
Yes
No
10a
Does the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” does the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with those of the organization? ....
10b
 
 
11a
Has the organization provided a copy of this Form 990 to all members of its governing body before filing the form?
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review the Form 990. .....
12a
Does the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Are officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ...........................
12b
Yes
 
c
Does the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this is done ....................
12c
Yes
 
13
Does the organization have a written whistleblower policy? ...............
13
Yes
 
14
Does the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line a or b, describe the process in Schedule O. (See instructions.)
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If “Yes,” has the organization adopted a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and taken steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA , NY , NJ , MA , FL , KY , MN
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you make these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization makes its governing documents, conflict of interest policy, and financial statements available to the public.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
SUSAN HEINTZELMAN DIRECTOR
100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
(570) 214-9554
Form 990 (2010)
Form 990 (2010)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response to any question in this Part VII . . . . . . . . . .
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation, and current key employees. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organizations compensated any current or former officer, director, or trustee.
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(1) WILLIAM H ALEXANDER
BOARD CHAIR,
 2.00 X   X       0 0 0
(2) E ALLEN DEAVER
DIRECTOR
 2.00 X           0 0 0
(3) ARTHUR M PETERS JR ESQUIRE
DIRECTOR (EM
 2.00 X           0 0 0
(4) DORRANCE R BELIN ESQUIRE
DIRECTOR
 2.00 X           0 0 0
(5) WILLIAM J FLOOD
DIRECTOR
 2.00 X           0 0 0
(6) RICHARD A GRAFMYRE
DIRECTOR
 2.00 X           0 0 0
(7) WILLIAM R GRUVER
DIRECTOR
 2.00 X           0 0 0
(8) FRANK M HENRY
BOARD CHAIR,
 2.00 X   X       0 0 0
(9) JOHN D MORAN JR
DIRECTOR
 2.00 X           0 0 0
(10) THOMAS H LEE JR MD
DIRECTOR
 2.00 X           0 0 0
(11) GAIL R WILENSKY PHD
DIRECTOR
 2.00 X           0 0 0
(12) GARY A SOJKA PHD
DIRECTOR (EM
 2.00 X           0 0 0
(13) GLENN D STEELE JR MD PHD
PRES, CEO, D
 40.00 X   X       0 2,043,610 372,104
(14) KAREN E DAVIS PHD
DIRECTOR
 2.00 X           0 0 0
(15) ROBERT E POOLE
DIRECTOR
 2.00 X           0 0 0
(16) RICHARD A ROSE
DIRECTOR
 2.00 X           0 0 0
(17) DON A ROSINI
DIRECTOR
 2.00 X           0 0 0
Form 990 (2010)
Form 990 (2010)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title 		(B)
Average hours per week (describe hours for related organizations in Schedule O) 		(C)
Position (check all that apply) 		(D)
Reportable compensation from the organization (W- 2/1099-MISC) 		(E)
Reportable compensation from related organizations (W- 2/1099-MISC) 		(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; Officer; Key Employee; Highest compensated employee; Former;
(18) ROBERT L TAMBUR
DIRECTOR
 2.00 X           0 0 0
(19) ANDREW M DEUBLER
EVP, DEVELOP
 40.00     X       0 100,032 10,565
(20) DAVID J FELICIO ESQUIRE
CLO, SECRETA
 40.00     X       0 491,282 81,063
(21) EDWARD J ZYCH ESQUIRE
ASSISTANT SE
 40.00     X       0 268,638 37,700
(22) DAVID H LEDBETTER PHD FACMG
EVP,CH. SCI.
 40.00     X       0 94,993 8,642
(23) KEVIN F BRENNAN CPA FHFMA
EVP, FIN., T
 40.00     X       0 809,261 184,136
(24) JEAN HAYNES
EVP, INSURAN
 40.00     X       0 826,693 137,321
(25) ALBERT BOTHE JR MD
EVP, CMO
 40.00     X       0 750,450 160,100
(26) BRUCE H HAMORY MD
EVP,CMO(EMER
 40.00     X       0 704,474 153,658
(27) HOWARD R GRANT MD
EVP, CMO
 40.00     X       0 739,360 187,413
(28) EDELYN L MILLER
EVP, CLINICA
 40.00     X       0 504,513 71,935
(29) SUSAN M HALLICK RNCBSNMHANEA-BC
EVP, CNO
 40.00     X       0 464,913 115,003
(30) FRANK J TREMBULAK
EVP, COO
 40.00     X       0 883,837 194,894
(31) JOANNE E WADE
EVP STRAT. P
 40.00     X       0 884,047 186,303
(32) KEVIN J KERESTUS CIA
FORMER KEY E
 40.00           X 0 189,203 31,017
(33) RICHARD J GILFILLAN MD
FORMER EVP I
 40.00           X 0 408,737 22,070
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet   10,164,043 1,953,924
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 in reportable compensation from the organizationMediumBullet  
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If “Yes,” complete Schedule J for such individual .............
3
Yes
 
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If “Yes,” complete Schedule J for such individual...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If “Yes,” complete Schedule J for such person .....
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
WITT KIEFFER
2015 SPRING RD STE 510
OAK BROOK,IL60523 		RECRUITMENT 182,167
BLUE STATE DIGITAL
406 7TH ST NW 3RD FLOOR
WASHINGTON,DC20004 		CONSULTING 135,241
RUFFALO CODY
PO BOX 3018
CEDAR RAPIDS,IA524063018 		PROF FUNDRAISER 123,655
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 in compensation from the organization MediumBullet3
Form 990 (2010)
Form 990 (2010)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, gifts, grants and other similar amounts 1a Federated campaigns..1a 4,213
b Membership dues....1b  
c Fundraising events....1c 614,253
d Related organizations...1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and
similar amounts not included above1f 		7,535,422
g Noncash contributions included in lines 1a-1f:$ 122,084
h Total. Add lines 1a-1f.......MediumBullet 8,153,888
Program Service Revenue Business Code
2a INTERCOMPANY REVENUE 541,900 5,326,335 5,326,335    
b
c
d
e
f All other program service revenue .        
g Total. Add lines 2a–2f........MediumBullet 5,326,335
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 14,441,106     14,441,106
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet        
(i) Real (ii) Personal
6a Gross Rents    
b Less: rental expenses    
c Rental income or (loss)    
d Net rental income or (loss).......MediumBullet        
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 5,696,153  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 5,696,153  
d Net gain or (loss)..........MediumBullet 5,696,153     5,696,153
8a Gross income from fundraising events (not including
$ 614,253
of contributions reported on line 1c). See Part IV, line 18 ...
a 407,803
b Less: direct expenses ...b 463,768
c Net income or (loss) from fundraising events..MediumBullet -55,965   -55,965
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 64,032
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet 64,032     64,032
10a Gross sales of inventory, less
returns and allowances .
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet        
Miscellaneous Revenue Business Code
11a ESCHEAT REVENUE 900,099 106     106
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ......MediumBullet 106
12 Total revenue. See Instructions....MediumBullet 33,625,655 5,326,335   20,145,432
Form 990 (2010)
Form 990 (2010)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A) but are not required to complete columns (B), (C), and (D).
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII. 		(A)
Total expenses 		(B)
Program service expenses 		(C)
Management and general expenses 		(D)
Fundraising expenses
1 Grants and other assistance to governments and organizations in the U.S. See Part IV, line 21 12,859,766 12,859,766
2 Grants and other assistance to individuals in the U.S. See Part IV, line 22    
3 Grants and other assistance to governments, organizations, and individuals outside the U.S. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees ....        
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 53,701 50,265 672 2,764
7 Other salaries and wages 1,451,422 1,358,532 18,173 74,717
8 Pension plan contributions (include section 401(k) and section 403(b) employer contributions) .... 63,512 59,447 795 3,270
9 Other employee benefits ....... 207,498 194,218 2,598 10,682
10 Payroll taxes ........... 107,009 100,160 1,340 5,509
11 Fees for services (non-employees):        
a Management ......        
b Legal .........        
c Accounting ........... 22,678   22,678  
d Lobbying ...........        
e Professional fundraising. See Part IV, line 17.. 181,578 181,578
f Investment management fees ...... 1,097,784 1,097,784    
g Other .......... 937,634 602,529   335,105
12 Advertising and promotion .... 14,744     14,744
13 Office expenses ....... 407,593 85,315   322,278
14 Information technology ...... 12,009 5,000 690 6,319
15 Royalties ..        
16 Occupancy ........... 39,035 36,537 489 2,009
17 Travel ............ 187,203 129,789   57,414
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 42,427 21,500   20,927
20 Interest ........... 900,899 900,899    
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 3,970 3,716 50 204
23 Insurance .............. 104,008   104,008  
24 Other expenses. Itemize expenses not covered above. (Expenses grouped together and labeled miscellaneous may not exceed 5% of total expenses shown on line 25 below.)
a INTERCOMPANY EXPENSES 1,971,530 1,528,784 89,390 353,356
b BOOKS,LICENSES,FEES,DUES 15,204 7,518 1,790 5,896
c MISCELLANEOUS 42     42
d
e
f All other expenses        
25 Total functional expenses. Add lines 1 through 24f 20,681,246 19,041,759 242,673 1,396,814
26 Joint costs. Check here MediumBullet if following
SOP 98-2 (ASC 958-720). Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation 		       
Form 990 (2010)
Form 990 (2010)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 1,941,643 1 1,910,813
2 Savings and temporary cash investments ....... 26,600,904 2 125,993,896
3 Pledges and grants receivable, net ......... 6,929,410 3 4,998,083
4 Accounts receivable, net .........   4  
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L ..........   5  
6 Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B). Complete Part II of
Schedule L ..........   6  
7 Notes and loans receivable, net ............. 2,207 7 33,035
8 Inventories for sale or use ..............   8  
9 Prepaid expenses and deferred charges ............ 35,900 9  
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 49,306
b Less: accumulated depreciation. ..... 10b 34,527 18,381 10c 14,779
11 Investments—publicly traded securities .......... 123,768,895 11 216,130,433
12 Investments—other securities. See Part IV, line 11 ...... 479,656,064 12 791,192,191
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets .........   14  
15 Other assets. See Part IV, line 11 ...........   15 1,278,831
16 Total assets. Add lines 1 through 15 (must equal line 34)... 638,953,404 16 1,141,552,061
Liabilities 17 Accounts payable and accrued expenses . 118,161 17 429,424
18 Grants payable ..........   18  
19 Deferred revenue ..........   19  
20 Tax-exempt bond liabilities ..........   20  
21 Escrow or custodial account liability. Complete Part IV of Schedule D..   21  
22 Payables to current and former officers, directors, trustees, key
employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L..........   22  
23 Secured mortgages and notes payable to unrelated third parties .. 18,612,545 23 17,816,469
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities. Complete Part X of Schedule D..... 3,624,541 25 4,299,941
26 Total liabilities. Add lines 17 through 25..... 22,355,247 26 22,545,834
Net Assets or Fund Balance Organizations that follow SFAS 117, check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets ..... 533,831,858 27 1,029,518,989
28 Temporarily restricted net assets ..... 25,308,152 28 29,504,898
29 Permanently restricted net assets ..... 57,458,147 29 59,982,340
Organizations that do not follow SFAS 117, check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund .....   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ..... 616,598,157 33 1,119,006,227
34 Total liabilities and net assets/fund balances ..... 638,953,404 34 1,141,552,061
Form 990 (2010)
Form 990 (2010)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response to any question in this Part XI . . . . . . . . . .
1
Total revenue (must equal Part VIII, column (A), line 12) . . .
1
33,625,655
2
Total expenses (must equal Part IX, column (A), line 25) . . . . .
2
20,681,246
3
Revenue less expenses. Subtract line 2 from line 1 . . . .
3
12,944,409
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) . .
4
616,598,157
5
Other changes in net assets or fund balances (explain in Schedule O) . . . .
5
489,463,661
6
Net assets or fund balances at end of year. Combine lines 3, 4, and 5 (must equal Part X, line 33, column (B)) . . . . . .
6
1,119,006,227
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response to any question in this Part XII . . . . . . . . . .
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?..
2a
 
No
b
Were the organization’s financial statements audited by an independent accountant?........
2b
Yes
 
c
If “Yes,” to 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O............................
2c
Yes
 
d
If “Yes” to line 2a or 2b, check a box below to indicate whether the financial statements for the year were issued on a separate basis, consolidated basis, or both:
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133? ................
3a
 
No
b
If “Yes,” did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits. ..
3b
 
 
Form 990 (2010)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
f
g
(i) a person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the the supported organization? ................
11g(i)
 
 
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
 
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
 
h
(i)
Name of supported organization 		(ii)
EIN 		(iii)
Type of organization (described on lines 1- 9 above or IRC section (see instructions)) 		(iv)
Is the organization in col. (i) listed in your governing document? 		(v)
Did you notify the organization in col. (i) of your support? 		(vi)
Is the organization in col. (i) organized in the U.S.? 		(vii)
Amount of support?
Yes No Yes No Yes No
Total                  

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 2
Part II
Support Schedule for Organizations Described in IRC 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... 10,178,939 8,782,291 3,362,359 7,331,406 8,153,888 37,808,883
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3.. 10,178,939 8,782,291 3,362,359 7,331,406 8,153,888 37,808,883
5 The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f)..           1,271,312
6 Public Support. Subtract line 5 from line 4.           36,537,571
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
7 Amounts from line 4.. 10,178,939 8,782,291 3,362,359 7,331,406 8,153,888 37,808,883
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. 32,227,601 8,020,674 9,457,924 11,563,638 14,441,106 75,710,943
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. (Explain in Part IV.) Do not include gain or loss from the sale of capital assets.. 475,445 5,996 14,028 19,979 106 515,554
11 Total support (Add lines 7 through 10).           114,035,380
12
12
5,326,335
13
Section C. Computation of Public Support Percentage
14
14
32.040 %
15
15
37.150 %
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 3
Part III
Support Schedule for Organizations Described in IRC 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year(or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .            
2 Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......            
3 Gross receipts from activities that are not an unrelated trade or business under section 513..            
4 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...            
5 The value of services or facilities furnished by a governmental unit to the organization without charge..            
6 Total. Add lines 1 through 5.            
7a Amounts included on lines 1, 2, and 3 received from disqualified persons...            
b Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.            
c Add lines 7a and 7b..            
8 Public Support (Subtract line 7c from line 6.)            
Section B. Total Support
Calendar year (or fiscal year beginning in) (a) 2006 (b) 2007 (c) 2008 (d) 2009 (e) 2010 (f) Total
9 Amounts from line 6...            
10a Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
b Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.            
c Add lines 10a and 10b.            
11 Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.            
12 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)            
13 Total support (Add lines 9, 10c, 11 and 12.).            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2010
Schedule A (Form 990 or 990-EZ) 2010
Page 4
Part IV
Supplemental Information. Supplemental Information. Complete this part to provide the explanation required by Part II, line 10; Part II, line 17a or 17b; or Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Explanation
 
 
 
 
Schedule A (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
OMB No. 1545-0047
2010
Name of organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule—
Special Rules
......................... Arrow Bullet   $    
Caution. An Organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2 of its Form 990, or check the box in the heading of its
Form 990-EZ, or on line 2 of its Form 990-PF, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part I
Name of organization
GEISINGER HEALTH SYSTEM FOUNDATION
  		Employer identification number

23-1995911
Part I
Contributors (see Instructions)
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
RESTRICTED
RESTRICTED
 

     
RESTRICTED
RESTRICTED  
RESTRICTED, RESTRICTED   RESTRICTED

$RESTRICTED




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Aggregate contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




(Complete Part II if there is
a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part II
Name of organization
GEISINGER HEALTH SYSTEM FOUNDATION
  		Employer identification number

23-1995911
Part II
Noncash Property (see Instructions)
     
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
(a) No.
from
Part I		 (b)
Description of noncash property given		 (c)
FMV (or estimate)
(see instructions) 		(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Schedule B (Form 990, 990-EZ, or 990-PF) (2010)
Page 1 of 1 of Part III
Name of organization
GEISINGER HEALTH SYSTEM FOUNDATION
  		Employer identification number

23-1995911
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
aggregating more than $1,000 for the year. (Complete columns (a) through (e) and the following line entry.)
For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet $  
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
(a) No.
from
Part I		 (b)
Purpose of gift		 (c)
Use of gift		 (d)
Description of how gift is held
 
(e)
Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
       
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2010)

Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below.
SchCMd Bullet Attach to Form 990 or Form 990-EZ. SchCMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
If the organization answered “Yes,” to Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered “Yes,” to Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)) Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered “Yes,” to Form 990, Part IV, Line 5 (Proxy Tax) or Form 990-EZ, Part V, line 35a (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization's direct and indirect political campaign activities on behalf of or in opposition to candidates for public office in Part IV.
2
Political expenditures ....................................SchCMd Bullet
$  
3
Volunteer hours ........................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 .........SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 ......SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? ..............
4a
Was a correction made? .........................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c) except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt funtion activities ....................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b..SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ..........................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.










For Privacy Act and Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2010

Schedule C (Form 990 or 990-EZ) 2010
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check
B Check
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
Organization's
Totals 		(b) Affiliated Group
Totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ......    
b Total lobbying expenditures to influence a legislative body (direct lobbying) .......   611,545
c Total lobbying expenditures (add lines 1a and 1b) ...................   611,545
d Other exempt purpose expenditures ........................   2,224,325,905
e Total exempt purpose expenditures (add lines 1c and 1d) ...............   2,224,937,450
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		 1,000,000 1,000,000
  If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:    
  Not over $500,00020% of the amount on line 1e.    
  Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.    
  Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.    
  Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.    
  Over $17,000,000$1,000,000.    
       
g Grassroots nontaxable amount (enter 25% of line 1f) ................. 250,000 250,000
h Subtract line 1g from line 1a. If zero or less, enter -0-. ................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ......................................

4-Year Averaging Period Under Section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the instructions for lines 2a through 2f on page 4.)
Lobbying Expenditures During 4-Year Averaging Period
  Calendar year (or fiscal year
beginning in) 		(a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) Total
             
2a Lobbying non-taxable amount 1,000,000 1,000,000 1,000,000 1,000,000 4,000,000
             
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		        6,000,000
             
c Total lobbying expenditures 247,880 402,712 574,174 611,545 1,836,311
             
d Grassroots non-taxable amount 250,000 250,000 250,000 250,000 1,000,000
             
e Grassroots ceiling amount
(150% of line 2d, column (e))		         1,500,000
             
f Grassroots lobbying expenditures 277       277
Schedule C (Form 990 or 990-EZ) 2010


Schedule C (Form 990 or 990-EZ) 2010
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
(a)
Yes
No
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? .........................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ....
 
No
c
Media advertisements? ....................................
 
No
 
d
Mailings to members, legislators, or the public? .........................
 
No
 
e
Publications, or published or broadcast statements? .......................
 
No
 
f
Grants to other organizations for lobbying purposes? .......................
 
No
 
g
Direct contact with legislators, their staffs, government officials, or a legislative body? ........
 
No
 
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ......
 
No
 
i
Other activities? If "Yes," describe in Part IV ..........................
 
No
 
j
Total. lines 1c through 1i ...................................
 
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 .................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 .....
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? .......
 
No
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ................
1
 
No
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ................
2
 
No
3
Did the organization agree to carryover lobbying and political expenditures from the prior year? ..........
3
 
No
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) if BOTH Part III-A, lines 1 and 2 are answered “No” OR if Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) non-deductible lobbying and political expenditures (do not include amounts of political
expenses for which the section 527(f) tax was paid).
a
Current year .........................................
2a
 
b
Carryover from last year ....................................
2b
 
c
Total ...........................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) ..............
5
 
Part IV
Supplemental Information
Complete this part to provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; and Part ll-B, line 1i.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2010

Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," to Form 990,
Part IV, line 6, 7, 8, 9, 10, 11, or 12.
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" to Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .......    
2 Aggregate contributions to (during year) ...    
3 Aggregate grants from (during year) ...    
4 Aggregate value at end of year .......    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ............
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds may be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit. ...................................
Part II
Conservation Easements. Complete if the organization answered "Yes" to Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a–2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ....................... 2a  
b Total acreage restricted by conservation easements .................. 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06 ........ 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the taxable year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and
enforcement of the conservation easements it holds? .............................
6
Staff and volunteer hours devoted to monitoring, inspecting and enforcing conservation easements during the year SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, and enforcing conservation easements during the year SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section
170(h)(4)(B)(i) and 170(h)(4)(B)(ii)? ....................................
9
In Part XIV, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" to Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116, not to report in its revenue statement and balance sheet works of
art, historical treasures, or other similar assets held for public exhibition, education or research in furtherance of public service,
provide, in Part XIV, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116, to report in its revenue statement and balance sheet works of art,
historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service,
provide the following amounts relating to these items:
(i)
Revenues included in Form 990, Part VIII, line 1 ........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ..............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 relating to these items:
a
Revenues included in Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 52283D
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s accession and other records, check any of the following that are a significant use of its collection
items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIV.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?........
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" to Form 990,
Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b
If "Yes," explain the arrangement in Part XIV and complete the following table:
Amount
c Beginning balance ................................. 1c  
d Additions during the year .............................. 1d  
e Distributions during the year ............................. 1e  
f Ending balance ................................... 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21? .....................
b
If “Yes,” explain the arrangement in Part XIV.
Part V
Endowment Funds. Complete if the organization answered "Yes" to Form 990, Part IV, line 10.
(a)Current Year (b)Prior Year (c)Two Years Back (d)Three Years Back (e)Four Years Back
1a Beginning of year balance .... 75,302,000 71,078,000 88,270,000
b Contributions ........ 627,000 1,148,000 1,005,000
c Investment earnings or losses ... 13,943,000 8,379,000 -13,762,000
d Grants or scholarships .....      
e Other expenditures for facilities
and programs ........ 		-12,274,000 -5,303,000 -4,435,000
f Administrative expenses ....      
g End of year balance ...... 77,598,000 75,302,000 71,078,000
2
Provide the estimated percentage of the year end balance held as:
a
Board designated or quasi-endowment: SchDMd Bullet29.000 %
b
Permanent endowment: SchDMd Bullet71.000 %
c
Term endowment: SchDMd Bullet  
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations ........................
3a(i)
 
No
(ii) related organizations ........................
3a(ii)
 
No
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
No
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Investments—Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of investment (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................      
b Buildings ................        
c Leasehold improvements ............        
d Equipment ................   49,306 34,527 14,779
e Other .................        
Total. Add lines 1a-1e. (Column (d) should equal Form 990, Part X, column (B), line 10(c).)........SchDMdBullet 14,779
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 3
Part VII
Investments—Other Securities. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)		 (b)Book value (c) Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests 791,192,191 F
Other








Total. (Column (b) should equal Form 990, Part X, col.(B) line 12.)Small Bullet 791,192,191
Part VIII
Investments—Program Related. See Form 990, Part X, line 13.
(a) Description of investment type (b) Book value (c) Method of valuation:
Cost or end-of-year market value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 13.)Small Bullet  
Part IX
Other Assets. See Form 990, Part X, line 15.
(a) Description (b) Book value








Total. (Column (b) should equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. See Form 990, Part X, line 25.
1.(a) Description of Liability (b) Amount
Federal Income Taxes  
ANNUITIES PAYABLE 4,299,941








Total. (Column (b) should equal Form 990, Part X, col.(B) line 25.)Small Bullet 4,299,941
2. Fin 48 (ASC 740) Footnote. In Part XIV, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC740).
Schedule D (Form 990) 2010

Schedule D (Form 990) 2010
Page 4
Part XI Reconciliation of Change in Net Assets from Form 990 to Financial Statements
1 Total revenue (Form 990, Part VIII, column (A), line 12) .................... 1  
2 Total expenses (Form 990, Part IX, column (A), line 25) ..................... 2  
3 Excess or (deficit) for the year. Subtract line 2 from line 1 ............. 3  
4 Net unrealized gains (losses) on investments .......................... 4  
5 Donated services and use of facilities ............................. 5  
6 Investment expenses ................................... 6  
7 Prior period adjustments .................................. 7  
8 Other (Describe in Part XIV) ................................. 8  
9 Total adjustments (net). Add lines 4 - 8 ............................. 9  
10 Excess or (deficit) for the year per financial statements. Combine lines 3 and 9 ......... 10  
Part XII Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains on investments .......... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIV): ........... 4b  
c Add lines 4a and 4b....................... 4c  
5 Total Revenue. Add lines 3 and 4c. (This should equal Form 990, Part I, line 12.) ...... 5  
Part XIII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
1 Total expenses and losses per audited financial statements ............. 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities .......... 2a  
b Prior year adjustments .............. 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIV): ............ 2d  
e Add lines 2a through 2d...................... 2e  
3 Subtract line 2e from line 1..................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIV): ............ 4b  
c Add lines 4a and 4b....................... 4c  
5 Total expenses. Add lines 3 and 4c. (This should equal Form 990, Part I, line 18.) ...... 5  
Part XIV
Supplemental Information
Complete this part to provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X; Part XI, line 8; Part XII, lines 2d and 4b; and Part XIII, lines 2d and 4b. Also complete this part to provide any additional information.
Identifier Return Reference Explanation
SUPPLEMENTAL FINANCIAL INFORMATION SCHEDULE D, PAGE 4, PART XIV PART V, LINE 4 - INTENDED USES FOR ENDOWMENT FUNDS ENDOWMENT FUNDS ARE USED BY THE GEISINGER HEALTH SYSTEM TO SUPPORT PATIENT CARE, RESEARCH, EDUCATION, AND CAPITAL AND PROGRAM EXPENSES. PART X - LIABILITY UNDER FIN 48 FOOTNOTE EFFECTIVE JULY 1, 2007, GEISINGER HEALTH SYSTEM(1) ("GHS") ADOPTED FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, AN INTERPRETATION OF FASB STATEMENT NO. 109 ("FIN 48"). FIN 48 CLARIFIES THE ACCOUNTING AND REPORTING FOR INCOME TAXES WHERE INTERPRETATION OF THE TAX LAW MAY BE UNCERTAIN. FIN 48 PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF INCOME TAX UNCERTAINTIES WITH RESPECT TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. THE ADOPTION OF FIN 48 HAD NO IMPACT ON UNRESTRICTED NET ASSETS AS OF JUNE 30, 2011 OR ANY PREVIOUS YEARS SINCE ADOPTION. ACCORDINGLY, NO FIN 48 FOOTNOTE DISCLOSURE WAS MADE IN THE JUNE 30, 2011 GHS CONSOLIDATED FINANCIAL STATEMENTS. (1) THROUGHOUT THIS DOCUMENT, THE ACRONYM "GHS" OR THE TERMS "SYSTEM", "GEISINGER", OR "GEISINGER HEALTH SYSTEM" SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF THE GEISINGER HEALTH SYSTEM FOUNDATION ("THE FOUNDATION") AS PARENT AND ALL SUBSIDIARY CORPORATE ENTITIES COMPRISING THE SYSTEM.
Schedule D (Form 990) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE G
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" to Form 990, Part IV, lines 17, 18, or 19,
or if the organization entered more than $15,000 on Form 990-EZ, line 6a.
right arrow Attach to Form 990 or Form 990-EZ. right arrow See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Part I
Fundraising Activities. Complete if the organization answered "Yes" to Form 990, Part IV, line 17.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If “Yes,” list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization. Form 990-EZ filers are not required to complete this table.
(i) Name and address of individual
or entity (fundraiser) 		(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity 		(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i) 		(vi) Amount paid to
(or retained by)
organization
Yes No
 
ADVANTAGE FUND-RAISING CONSULTING
208 PASSAIC AVENUE
 
FAIRFIELD, NJ07004 		CONSULTING   No   166,671 -166,671
 
STRATEGIC HEALTH CARE
17 SOUTH HIGH STREET
 
COLUMBUS, OH43215 		CONSULTING   No   54,473 -54,473
 
BRAVO COMMUNICATIONS
20 N MARKET SQ SUITE 800
 
HARRISBURG, PA17101 		CONSULTING   No   54,473 -54,473
 
CHRISTINA COYLE
62 FAYETTE STREET
 
EARLVILLE, NY13332 		CONSULTING   No   19,670 -19,670
 
DISCOVERY TRANSLATION
18 BARNES RD
 
STONINGTON, CT06378 		CONSULTING   No   10,000 -10,000
 
RUFFALO CODY
65 KIRKWOOD NORTH ROAD SW
 
CEDAR RAPIDS, IA52404 		SOLICITING   No 48,451 7,701 40,750
 
JONATHAN TIDD
9 BEAVER BROOK RD
 
WEST SIMSBURY, CT06092 		CONSULTING   No   7,200 -7,200
Total .................right arrow 48,451 320,188 -271,737
3
List all states in which the organization is registered or licensed to solicit funds or has been notified it is exempt from registration or licensing.
FL, KY, MA, NJ, NY, PA, VA, MN
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" to Form 990, Part IV, line 18, or reported more than $15,000 on Form 990-EZ, line 6a. List events with gross receipts greater than $5,000.
(a) Event #1

GWV GALA
(event type) 		(b) Event #2

GMC GALA
(event type) 		(c) Other Events

18
(total number) 		(d) Total Events
(Add col. (a) through col. (c))
VerticalRevenue 1 Gross receipts . . . 225,814 177,080 641,946 1,044,840
2 Less: Charitable
contributions . . . 		146,348 127,106 373,323 646,777
3 Gross income (line 1
minus line 2) . . . 		79,466 49,974 267,623 397,063
VerticalDirectExpenses 4 Cash prizes . . .        
5 Non-cash prizes . . 29,146 17,350 19,942 66,438
6 Rent/facility costs . . 78,712 8,135   86,847
7 Food and beverages . . 46,385 27,125   73,510
8 Entertainment . . . 3,100 1,600   4,700
9 Other direct expenses . 23,895 6,989 218,606 249,490
10 Direct expense summary. Add lines 4 through 9 in column (d) ........... right arrow 480,985
11 Net income summary. Combine lines 3 and 10 in column (d)............ right arrow -83,922
Part III
Gaming. Complete if the organization answered "Yes" to Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue (a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo 		(c) Other gaming (d) Total gaming (Add col. (a) through col. (c))
1 Gross revenue . . . . 9,025   55,007 64,032
VerticalDirectExpenses 2 Cash prizes . . . .        
3 Non-cash prizes . . .        
4 Rent/facility costs . . .        
5 Other direct expenses . .        
6 Volunteer labor . . .
 
 
 
7 Direct expense summary. Add lines 2 through 5 in column (d) ........... right arrow  
8 Net gaming income summary. Combine lines 1 and 7 in column (d) .......... right arrow 64,032
9
Enter the state(s) in which the organization operates gaming activities: PA
a
Is the organization licensed to operate gaming activities in each of these states? ............
b
If "No," Explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? .....
b
If "Yes," Explain:
 
11
Does the organization operate gaming activities with nonmembers? .................
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? ...........................
Schedule G (Form 990 or 990-EZ) 2010
Schedule G (Form 990 or 990-EZ) 2010
Page 3
13
Indicate the percentage of gaming activity operated in:
a
The organization's facility ......................
13a
47.400 %
b
An outside facility ........................
13b
52.600 %
14
Provide the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
VANESSA KLINGENSMITH
Address right arrow
100 NORTH ACADEMY AVENUE MC 24-20
DANVILLE,PA17822
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? ......................................
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
JIM BRUCKER
Gaming manager compensation right arrow $  
Description of services provided right arrow
CHIEF ADVANCEMENT OFFICER
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? ............................
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Complete this part to provide additional information for responses to quuestion on Schedule G (see instructions.)
Identifier ReturnReference Explanation
Schedule G (Form 990 or 990-EZ) 2010
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," to Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number
23-1995911
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ....................................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Governments and Organizations in the United States. Complete if the organization answered "Yes" to
Form 990, Part IV, line 21 for any recipient that received more than $5,000. Check this box if no one recipient received more than $5,000. Use
Part IV and Schedule I-1 (Form 990) if additional space is needed ......................... lBullet
(a) Name and address of organization
or government		 (b) EIN (c) IRC Code section
if applicable		 (d) Amount of cash grant (e) Amount of non-cash
assistance		 (f) Method of valuation
(book, FMV, appraisal,
other)		 (g) Description of
non-cash assistance		 (h) Purpose of grant
or assistance
(1) GEISINGER CLINIC100 NORTH ACADEMY AVENUE
DANVILLE,PA178229800 		23-6291113 3 2,876,321       CAPITAL/PROG SERVICE
(2) GEISINGER MEDICAL CENTER100 NORTH ACADEMY AVENUE
DANVILLE,PA178229800 		24-0795959 3 2,946,739       CAPITAL/PROG SERVICE
(3) GEISINGER WYOMING VALLEY MED CENTER1000 EAST MOUNTAIN DRIVE
WILKES BARRE,PA187110027 		23-1996150 3 5,903,870       CAPITAL/PROG SERVICE
(4) GEISINGER SYSTEM SERVICES100 NORTH ACADEMY AVENUE
DANVILLE,PA178229800 		23-2164794 3 149,564       CAPITAL/PROG SERVICE
(5) GEISINGER COMMUNITY HEALTH SERVICES109 WOODBINE LANE
DANVILLE,PA178219118 		23-2967235 3 6,675       CAPITAL/PROG SERVICE
(6) MARWORTHPO BOX 36
WAVERLY,PA184717736 		23-2171417 3 367,606       CAPITAL/PROG SERVICE
(7) ROAD RADIO USA INC601 SOUTH MAIN STREET
MUNCY,PA177561708 		23-2767215 3 25,000       CMN SPONSORSHIP
(8) MARCH OF DIMES1019 WEST 9TH AVENUE
KING OF PRUSSIA,PA194061215 		23-2767215 3 57,500       PA PREMATURITY CAMPA
(9) EAST END FIRE CO1344 BLOOM RD
DANVILLE,PA178211984 		24-0795947 3 10,000       SCBA AIR PACK REPLAC
(10) GEISINGER HEALTH PLANPO BOX 8200
DANVILLE,PA178218200 		23-2311553 4 14,000       CAPITAL/PROG SERVICE
(11) GEISINGER MEDICAL MANAGEMENT CORP109 WOODBINE LANE
DANVILLE,PA178219118 		23-2077663   13,091       CAPITAL/PROG SERVICE
(12) EVANGELICAL COMMUNITY HOSPITALONE HOSPITAL DRIVE
LEWISBURG,PA178379314 		24-0795411 3 25,000       LECTURE SERIES
(13) LEWISBURG DOWNTOWN PARTNERSHIPPO BOX 298
LEWISBURG,PA17837 		23-3053027 3 12,000       CONTRIBUTION SUPPORT
(14) DANVILLE CHILD DEVELOPMENT CENTER2719 BLOOM RD
DANVILLE,PA17822 		23-1915333 3 100,000       CAMPAIGN PLEDGE
(15) NORTHEASTERN PHILHARMONIC4101 BIRNEY AVE
MOOSIC,PA18507 		23-1855655 3 10,000       CONTRIBUTION SUPPORT
(16) DANVILLE BOROUGH239 MILL ST
DANVILLE,PA17821 		1 150,000       REPAIR STREETS
2
Enter total number of section 501(c)(3) and government organizations ......................... Bullet Image
14
3
Enter total number of other organizations ................................ . Bullet Image
2
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2010

Schedule I (Form 990) 2010
Page 2
Part III
Grants and Other Assistance to Individuals in the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 22.
Use Schedule I-1 (Form 990) if additional space is needed.
(a)Type of grant or assistance (b)Number of
recipients		 (c)Amount of
cash grant		 (d)Amount of
non-cash assistance		 (e)Method of valuation (book,
FMV, appraisal, other)		 (f)Description of non-cash assistance













Part IV
Supplemental Information. Complete this part to provide the information required in Part I, line 2, and any other additional information.
Identifier Return Reference Explanation
PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS INSIDE THE UNITED STATES SCHEDULE I, PAGE 1, PART I, LINE 2 GEISINGER HEALTH SYSTEM FOUNDATION (GHSF)DOES NOT AWARD GRANTS, GHSF PROVIDES ASSISTANCE IN THE FORM OF CHARITABLE CONTRIBUTIONS TO TAX-EXEMPT ORGANIZATIONS THAT QUALIFY FOR 501(C)(3)STATUS UNDER THE INTERNAL REVENUE CODE, LIMITED 501(C)(4) ORGANIZATIONS BASED ON EXPLICIT CRITERIA, PUBLIC BENEFIT OR NON-EXEMPT ORGANIZATIONS WHOSE ACTIVITIES FURTHER THE EXEMPT PURPOSE OF GHSF. GHSF NOTIFIES THE PUBLIC BENEFIT OR NON-EXEMPT ORGANIZATIONS OF THE INTENT AND PURPOSE OF THE CHARITABLE CONTRIBUTION. ORGANIZATIONS SEEKING SUPPORT MUST DEMONSTRATE THAT THEY EFFECTIVELY MEET AN IMPORTANT COMMUNITY NEED.
Schedule I (Form 990) 2010


Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" to Form 990,
Part IV, question 23.
SchJMediumBullet Attach to Form 990. SchJMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed in Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement orprovision of all the expenses described above? If "No," complete Part III to explain....
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
officers, directors, trustees, and the CEO/Executive Director, regarding the items checked in line 1a? ....
2
 
 
3
Indicate which, if any, of the following the organization uses to establish the compensation of the
organization's CEO/Executive Director. Check all that apply.
4
During the year, did any person listed in Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ...............
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? ........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? ........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3) and 501(c)(4) organizations only must complete lines 5-9.
5
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization? .........................
5b
 
No
If "Yes," to line 5a or 5b, describe in Part III.
6
For persons listed in form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization? ...........................
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," to line 6a or 6b, describe in Part III.
7
For persons listed in Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
 
No
8
Were any amounts reported in Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regs. section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" to line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Privacy Act and Paperwork Reduction Act Notice, see the Intructions for Form 990
Cat. No. 50053T
Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use Schedule J-1 if additional space needed.
For each individual whose compensation must be reported in Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.

Note. The sum of columns (B)(i)-(iii) must equal the applicable column (D) or column (E) amounts on Form 990, Part VII, line 1a.
(A) Name (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits		 (E) Total of columns
(B)(i)-(D) 		(F) Compensation
reported in prior
Form 990 or
Form 990-EZ
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) GLENN D STEELE JR MD PHD (i)
(ii)		  
940,039 		 
719,216 		 
384,355 		 
339,686 		 
32,418 		 
2,415,714 		 
241,531
(2) DAVID J FELICIO ESQUIRE (i)
(ii)		  
318,670 		 
123,064 		 
49,548 		 
64,346 		 
16,717 		 
572,345 		 
19,288
(3) EDWARD J ZYCH ESQUIRE (i)
(ii)		  
222,920 		 
31,827 		 
13,891 		 
17,778 		 
19,922 		 
306,338 		 
 
(4) KEVIN F BRENNAN CPA FHFMA (i)
(ii)		  
463,447 		 
268,032 		 
77,782 		 
164,879 		 
19,257 		 
993,397 		 
41,972
(5) JEAN HAYNES (i)
(ii)		  
468,873 		 
264,619 		 
93,201 		 
114,781 		 
22,540 		 
964,014 		 
 
(6) ALBERT BOTHE JR MD (i)
(ii)		  
471,310 		 
244,569 		 
34,571 		 
152,195 		 
7,905 		 
910,550 		 
 
(7) BRUCE H HAMORY MD (i)
(ii)		  
456,961 		 
120,250 		 
127,263 		 
133,879 		 
19,779 		 
858,132 		 
80,909
(8) HOWARD R GRANT MD (i)
(ii)		  
459,995 		 
214,508 		 
64,857 		 
169,684 		 
17,729 		 
926,773 		 
 
(9) EDELYN L MILLER (i)
(ii)		  
331,602 		 
132,506 		 
40,405 		 
59,906 		 
12,029 		 
576,448 		 
 
(10) SUSAN M HALLICK RNCBSNMHANEA-BC (i)
(ii)		  
292,571 		 
151,115 		 
21,227 		 
96,795 		 
18,208 		 
579,916 		 
 
(11) FRANK J TREMBULAK (i)
(ii)		  
552,005 		 
285,273 		 
46,559 		 
184,975 		 
9,919 		 
1,078,731 		 
 
(12) JOANNE E WADE (i)
(ii)		  
531,456 		 
268,237 		 
84,354 		 
177,664 		 
8,639 		 
1,070,350 		 
47,691
(13) KEVIN J KERESTUS CIA (i)
(ii)		  
159,907 		 
26,114 		 
3,182 		 
12,867 		 
18,150 		 
220,220 		 
 
(14) RICHARD J GILFILLAN MD (i)
(ii)		  
187,307 		 
107,800 		 
113,630 		 
17,778 		 
4,292 		 
430,807 		 
46,934


Schedule J (Form 990) 2010

Schedule J (Form 990) 2010
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SCHEDULE J, PAGE 1, PART I, LINE 4 GLENN D. STEELE JR., M.D. PH.D. 0 241,531 0 DAVID J. FELICIO, ESQUIRE 0 19,288 0 KEVIN F. BRENNAN, CPA, FHFMA 0 41,972 0 BRUCE H. HAMORY, M.D. 0 80,909 0 FRANK J. TREMBULAK 0 3,293 0 JOANNE E. WADE 0 47,691 0 RICHARD J. GILFILLAN, M.D. 0 46,934 0
OTHER ADDITIONAL INFORMATION 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 FORM 990, THE TERMS "GEISINGER HEALTH SYSTEM" AND "SYSTEM" OR THE ACRONYM "GHS" SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH SYSTEM FOUNDATION ("THE FOUNDATION") AS PARENT AND ALL SUBSIDIARY CORPORATIONS COMPRISING THE SYSTEM.
Schedule J (Form 990) 2010

Additional Data


Software ID:  
Software Version:  
Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number
23-1995911
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A GEISINGER AUTHORITY SERIES 2011A
  		23-2471439 368467GN7 06-09-2011 140,181,194 LOANED TO 501(C)(3) AFFILIATES;REFUND 8/11/98 BONDS   X   X X  
B GEISINGER AUTHORITY SERIES 2011 BC
  		23-2471439 368497GY3 06-09-2011 100,000,000 LOANED TO 501(C)(3) AFFILIATES TO FUND HOSPITAL IMPROVEMENTS   X   X X  
C GEISINGER AUTHORITY SERIES 2009 BC
  		23-2471439 368497FT5 06-04-2009 115,000,000 LOANED TO 501(C)(3) AFFILIATES TO FUND HOSPITAL IMPROVEMENTS   X   X X  
D GEISINGER AUTHORITY SERIES 2009A
  		23-2471439 368497FR9 06-04-2009 155,702,940 LOANED TO 501(C)(3) AFFILIATES;REFUND 5/10/2007 BONDS   X   X X  
GEISINGER AUTHORITY SERIES 2011A
  		23-2471439 368467GN7 06-09-2011 140,181,194 LOANED TO 501(C)(3) AFFILIATES;REFUND 8/11/98 BONDS   X   X X  
GEISINGER AUTHORITY SERIES 2011 BC
  		23-2471439 368497GY3 06-09-2011 100,000,000 LOANED TO 501(C)(3) AFFILIATES TO FUND HOSPITAL IMPROVEMENTS   X   X X  
GEISINGER AUTHORITY SERIES 2009 BC
  		23-2471439 368497FT5 06-04-2009 115,000,000 LOANED TO 501(C)(3) AFFILIATES TO FUND HOSPITAL IMPROVEMENTS   X   X X  
GEISINGER AUTHORITY SERIES 2009A
  		23-2471439 368497FR9 06-04-2009 155,702,940 LOANED TO 501(C)(3) AFFILIATES;REFUND 5/10/2007 BONDS   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 140,181,687 100,000,301 115,000,022 155,703,985
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds. 493 301 22 1,045
6 Proceeds in refunding escrow. . . . . 38,318,810     29,155,500
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . . 11,604,000     11,604,000
10 Capital expenditures from proceeds . . 58,383,909 50,139,542 115,000,000 114,943,440
11 Other spent proceeds . .        
12 Other unspent proceeds. . . 81,801,095 49,860,458    
13 Year of substantial completion . . . 2010 2010 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X     X X X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . .   X   X X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use?   X   X   X   X
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X   X  
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet        
6 Total of lines 4 and 5 . . .. . . . . .        
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue?   X X   X     X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X   X   X   X
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax Exempt Bonds
SchKMediumBullet Complete if the organization answered "Yes" to Form 990, Part IV, line 24a. Provide descriptions,
explanations, and any additional information in Schedule O (Form 990).
SchKMediumBullet Attach to Form 990. SchKMediumBullet See separate instructions.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number
23-1995911
Part I
Bond Issues
(a) Issuer Name (b) Issuer EIN (c) CUSIP # (d) Date Issued (e) Issue Price (f) Description of Purpose (g) Defeased (h) On
Behalf of
Issuer 		(i) Pool
financing
Yes No Yes No Yes No
A GEISINGER AUTHORITY SERIES 2011A
  		23-2471439 368467GN7 06-09-2011 140,181,194 LOANED TO 501(C)(3) AFFILIATES;REFUND 8/11/98 BONDS   X   X X  
B GEISINGER AUTHORITY SERIES 2011 BC
  		23-2471439 368497GY3 06-09-2011 100,000,000 LOANED TO 501(C)(3) AFFILIATES TO FUND HOSPITAL IMPROVEMENTS   X   X X  
C GEISINGER AUTHORITY SERIES 2009 BC
  		23-2471439 368497FT5 06-04-2009 115,000,000 LOANED TO 501(C)(3) AFFILIATES TO FUND HOSPITAL IMPROVEMENTS   X   X X  
D GEISINGER AUTHORITY SERIES 2009A
  		23-2471439 368497FR9 06-04-2009 155,702,940 LOANED TO 501(C)(3) AFFILIATES;REFUND 5/10/2007 BONDS   X   X X  
GEISINGER AUTHORITY SERIES 2011A
  		23-2471439 368467GN7 06-09-2011 140,181,194 LOANED TO 501(C)(3) AFFILIATES;REFUND 8/11/98 BONDS   X   X X  
GEISINGER AUTHORITY SERIES 2011 BC
  		23-2471439 368497GY3 06-09-2011 100,000,000 LOANED TO 501(C)(3) AFFILIATES TO FUND HOSPITAL IMPROVEMENTS   X   X X  
GEISINGER AUTHORITY SERIES 2009 BC
  		23-2471439 368497FT5 06-04-2009 115,000,000 LOANED TO 501(C)(3) AFFILIATES TO FUND HOSPITAL IMPROVEMENTS   X   X X  
GEISINGER AUTHORITY SERIES 2009A
  		23-2471439 368497FR9 06-04-2009 155,702,940 LOANED TO 501(C)(3) AFFILIATES;REFUND 5/10/2007 BONDS   X   X X  
Part II
Proceeds
A B C D
1 Amount of bonds retired. . . . .        
2 Amount of bonds defeased . . . .        
3 Total proceeds of issue . . . . 140,181,687 100,000,301 115,000,022 155,703,985
4 Gross proceeds in reserve funds . .        
5 Capitalized interest from proceeds. 493 301 22 1,045
6 Proceeds in refunding escrow. . . . . 38,318,810     29,155,500
7 Issuance costs from proceeds . . .        
8 Credit enhancement from proceeds.        
9 Working capital expenditures from proceeds . . 11,604,000     11,604,000
10 Capital expenditures from proceeds . . 58,383,909 50,139,542 115,000,000 114,943,440
11 Other spent proceeds . .        
12 Other unspent proceeds. . . 81,801,095 49,860,458    
13 Year of substantial completion . . . 2010 2010 2009
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue? X     X X X    
15 Were the bonds issued as part of an advance refunding issue?   X   X   X   X
16 Has the final allocation of proceeds been made? . .   X   X X   X  
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? . X   X   X   X  
Part III
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? . . .   X   X   X   X
2 Are there any lease arrangements that may result in private business use of bond-financed property? . . . . .   X   X   X   X
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) 2010
Schedule K (Form 990) 2010
Page 2
Part III
Private Business Use (Continued)
A B C D
Yes No Yes No Yes No Yes No
3a Are there any management or service contracts that may result in private business use?   X   X   X   X
b Are there any research agreements that may result in private business use of bond-financed property? . . X   X   X   X  
c Does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts or research agreements relating to the financed property? . X   X   X   X  
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government . . . . . . . . . . . . . SchKMediumBullet        
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government . SchKMediumBullet        
6 Total of lines 4 and 5 . . .. . . . . .        
7 Has the organization adopted management practices and procedures to ensure the post-issuance compliance of its tax-exempt bond liabilities? X   X   X   X  
Part IV
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has a Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate, been filed with respect to the bond issue? . . .   X   X   X   X
2 Is the bond issue a variable rate issue?   X X   X     X
3a Has the organization or the governmental issuer entered into a hedge with respect to the bond issue?   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of hedge . .        
d Was the hedge superintegrated? .                
e Was a hedge terminated? .                
4a Were gross proceeds invested in a GIC? .   X   X   X   X
b Name of provider .  
  		 
  		 
  		 
 
c Term of GIC . .        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? .                
5 Were any gross proceeds invested beyond an available temporary period? .   X   X   X   X
6 Did the bond issue qualify for an exception to rebate? . . .   X   X   X   X
Schedule K (Form 990) 2010

Schedule K (Form 990) 2010
Page 3
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule K (see instructions).
Identifier Return Reference Explanation
Schedule K (Form 990) 2010

Additional Data


Software ID:  
Software Version:  

Schedule L
(Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Transactions with Interested Persons
MediumBullet Complete if the organization answered
"Yes" on Form 990, Part IV, lines 25a, 25b, 26, 27, 28a, 28b, or 28c,
or Form 990-EZ, Part V lines 38a or 40b.
MediumBullet Attach to Form 990 or Form 990-EZ. MediumBulletSee separate instructions.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Part I
Excess Benefit Transactions (section 501(c)(3) and section 501 (c)(4) organizations only).
Complete if the organization answered "Yes" on Form 990, Part IV, line 25a or 25b, or Form 990-EZ, Part V, line 40b.
1(a) Name of disqualified person (b) Description of transaction (c) Corrected?
Yes No





2
Enter the amount of tax imposed on the organization managers or disqualified persons during the year under section 4958. ......................... Bullet Image$
 
3
Enter the amount of tax, if any, on line 2, above, reimbursed by the organization ....... Bullet Image$
 

Part II
Loans to and/or From Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 26, or Form 990-EZ, Part V, line 38a.
(a) Name of interested person and purpose (b) Loan to or from the organization? (c)Original principal amount (d)Balance due (e) In default? (f) Approved by board or committee? (g)Written agreement?
To From Yes No Yes No Yes No
Total ...............Small Bullet $  
Part III
Grants or Assistance Benefitting Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 27.
(a) Name of interested person (b)Relationship between interested person and the organization (c)Amount of grant or type of assistance
For Privacy Act and Paperwork Reduction Act Notice, see the
Instructions for Form 990 or 990-EZ.
Cat. No. 50056A
Schedule L (Form 990 or 990-EZ) 2010
Schedule L (Form 990 or 990-EZ) 2010
Page 2
Part IV
Business Transactions Involving Interested Persons.
Complete if the organization answered "Yes" on Form 990, Part IV, line 28a, 28b, or 28c.
(a) Name of interested person (b) Relationship between interested person and the organization (c) Amount of transaction (d) Description of transaction (e) Sharing of organization's revenues?
Yes No
(1) DONNA GRAFMYRE FAMILY 54,177 EMPLOYEE COMPENSAT.   No
(2) HIRTLE CALLAGHAN BUSINESS 696,652 INVESTMENT MGMT FEES   No
(3) GEISINGER MEDICAL MANAGEMENT CORP BUSINESS 3,000,000 CAPITAL CONTRIBUTION   No
(4) GEISINGER MEDICAL MANAGEMENT CORP BUSINESS 13,091 CHARITABLE ALLOCATN.   No
(5) GEISINGER MEDICAL MANAGEMENT CORP BUSINESS 75,354 IC SHARED SERV. EXP.   No
(6) GEISINGER ASSURANCE COMPANY LTD BUSINESS 20,000,000 CAPITAL CONTR. REV   No
Part V
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule L (see instructions).
Identifier Return Reference Explanation
ADDITIONAL INFORMATION SCHEDULE L PART V DONNA M GRAFMYRE IS A FAMILY MEMBER OF RICHARD A GRAFMYRE A DIRECTOR OF GEISINGER HEALTH SYSTEM FOUNDATION WILLIAM R GRUVER A DIRECTOR OF GEISINGER HEALTH SYSTEM FOUNDATION IS A DIRECTOR OF HIRTLE CALLAGHAN GEISINGER HEALTH SYSTEM FOUNDATION GHSF IS CLOSELY AFFILIATED WITH SEVERAL OTHER ORGANIZATIONS IN THE NORMAL COURSE OF OPERATIONS OF THESE AFFILIATED ORGANIZATIONS THERE ARE NUMEROUS INTERORGANIZATIONAL TRANSACTIONS WHICH MAY INCLUDE SALES EXCHANGES AND LEASE OF PROPERTY EXTENSIONS OF CREDIT FURNISHING OF GOODS SERVICES AND FACILITIES AND TRANSFERS OF ASSETS THESE TYPES OF INTERORGANIZATIONAL TRANSACTIONS WERE DESCRIBED TO THE INTERNAL REVENUE SERVICE IRS IN A RULING APPLICATION AND WERE RECOGNIZED BY THE NATIONAL OFFICE OF THE IRS IN A SERIES OF PRIVATE LETTER RULINGS AS BEING ENTIRELY CONSISTENT WITH THE ORGANIZATIONS TAX EXEMPT STATUS THE FOLLOWING ORGANIZATIONS REPRESENT THE AFFILIATED FORPROFIT ORGANIZATIONS WITHIN THE GEISINGER HEALTH SYSTEM FOR WHOM BUSINESS TRANSACTIONS MUST BE DISCLOSED FOR PURPOSES OF SCHEDULE L PART IV TRANSACTIONS WITH INTERESTED PERSONS OFFICERS AND DIRECTORS OF GEISINGER HEALTH SYSTEM FOUNDATION ARE OFFICERS AND DIRECTORS OF THESE ORGANIZATIONS AS DESCRIBED BELOW GEISINGER MEDICAL MANAGEMENT CORPORATION GMMC DAVID J FELICIO ESQUIRE IS THE CHIEF LEGAL OFFICER AND SECRETARY OF GHSF AND GMMC GLENN D STEELE JR MD PHD IS THE PRESIDENT CHIEF EXECUTIVE OFFICER AND DIRECTOR EXOFFICIO OF GHSF AND THE PRESIDENT CHAIRMAN OF THE BOARD AND DIRECTOR OF GMMC FRANK J TREMBULAK IS THE EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER OF GHSF AND THE SENIOR VICE PRESIDENT AND TREASURER OF GMMC EDWARD J ZYCH ESQUIRE IS THE ASSISTANCT SECRETARY OF GHSF AND GMMC WILLIAM H ALEXANDER IS THE CHAIRMAN OF THE BOARD AND A DIRECTOR OF GHSF AND A DIRECTOR OF GMMC RICHARD A GRAFMYRE IS A DIRECTOR OF GHSF AND GMMC WILLIAM R GRUVER IS A DIRECTOR OF GHSF AND GMMC JOHN D MORAN JR IS A DIRECTOR OF GHSF AND GMMC ROBERT E POOLE IS A DIRECTOR OF GHSF AND GMMC RICHARD A ROSE IS A DIRECTOR OF GHSF AND GMMC DON A ROSINI IS A DIRECTOR OF GHSF AND GMMC ROBERT L TAMBUR IS A DIRECTOR OF GHSF AND GMMC GEISINGER ASSURANCE COMPANY LTD GAC DAVID J FELICIO ESQUIRE IS THE CHIEF LEGAL OFFICER AND SECRETARY OF GHSF AND A SECRETRAY AND DIRECTOR OF GAC GLENN D STEELE JR MD PHD IS THE PRESIDENT CHIEF EXECUTIVE OFFICER AND DIRECTOR EXOFFICIO OF GHSF AND THE CHAIRMAN OF THE BOARD AND DIRECTOR OF GAC FRANK J TREMBULAK IS THE EXECUTIVE VICE PRESIDENT AND CHIEF OPERATING OFFICER OF GHSF AND PRESIDENT CHIEF EXECUTIVE OFFICER AND DIRECTOR OF GAC KEVIN F BRENNAN CPA IS THE EXECUTIVE VICE PRESIDENT FINANCE AND TREASURER OF GHSF AND DIRECTOR OF GAC HOWARD R GRANT MD WAS AN EXECUTIVE VICE PRESIDENT AND CHIEF MEDICAL OFFICER OF GHSF AND WAS A DIRECTOR OF GAC FOOTNOTE THROUGHOUT FORM 990 THE TERMS GEISINGER HEALTH SYSTEM AND SYSTEM OR THE ACRONYM GHS SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH SYSTEM FOUNDATION THE FOUNDATION AS PARENT AND ALL SUBSIDIARY CORPORATIONS COMPRISING THE SYSTEM
Schedule L (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  




SCHEDULE M
(Form 990)

Department of the Treasury
Internal Revenue Service
NonCash Contributions
Right pointing arrow large imageComplete if the organization answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Part I
Types of Property
(a)
Check if applicable 		(b)
Number of Contributions or items contributed 		(c)
Contribution amounts reported on
Form 990, Part VIII, line 1g 		(d)
Method of determining
contribution amounts
1 Art—Works of art .... X 9 29,497 SELLING PRICE OF PROPERTY
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods ....... 		X 21,782 SELLING PRICE OF PROPERTY
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 4 31,715 PROCEEDS FROM SALE
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests .... 		       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures ..... 		       
14 Qualified conservation
contribution—Other ... 		       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( GIFT CERTIFICAT ) X 20 825 FACE VALUE
26 Other Right pointing arrow large image ( JEWELRY ) X 21 10,190 SELLING PRICE OF PROPERTY
27 Other Right pointing arrow large image ( MISCELLANEOUS ) X 70 28,075 VARIOUS
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement ...
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1-28 that it
must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell non-cash
contributions? ............................
32a
 
No
b
If "Yes," describe in Part II.
33
If the organization did not report revenues in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) 2010
Schedule M (Form 990) 2010
Page 2
Part II
Supplemental Information. Complete this part to provide the information required by Part I, lines 30b,
32b, and 33. Also complete this part for any additional information.
Identifier Return Reference Explanation
Schedule M (Form 990) 2010
Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
OMB No. 1545-0047
2010
Open to Public
Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Identifier Return Reference Explanation
ADDITIONAL INFORMATION FORM 990, PART III FORM 990, PART IV, LINE 24A: DID THE ORGANIZATION HAVE A TAX-EXEMPT BOND ISSUE WITH AN OUTSTANDING PRINCIPAL AMOUNT OF MORE THAN 100,000 AS OF THE LAST DAY OF THE YEAR, THAT WAS ISSUED AFTER DECEMBER 31, 2002? GEISINGER HEALTH SYSTEM FOUNDATION IS CURRENTLY THE SOLE OBLIGOR UNDER A SERIES OF BOND ISSUES WITH A TOTAL OUTSTANDING BALANCE OF 850,319,214, INCLUSIVE OF UNAMORTIZED ORIGINAL ISSUE DISCOUNT AS OF JUNE 30, 2011. BECAUSE THE BOND PROCEEDS WERE DISBURSED TO GEISINGER HEALTH SYSTEM FOUNDATION SUBSIDIARIES, THE TAX-EXEMPT BOND LIABILITIES ARE REFLECTED ON THE BALANCE SHEETS OF THE FOLLOWING 501(C)(3) SUBSIDIARY ORGANIZATIONS: GEISINGER MEDICAL CENTER, EIN: 24-0795959 GEISINGER WYOMING VALLEY MEDICAL CENTER, EIN: 23-1996150 GEISINGER CLINIC, EIN: 23-6291113 MARWORTH, EIN: 23-2171417 GEISINGER SYSTEM SERVICES, EIN: 23-2164794 THE SCHEDULE K INCLUDED WITH THIS FILING IS PREPARED ON A CONSOLIDATED BASIS.
FIRST ACHIEVEMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4A I. MISSION, VISION, VALUES AS THE PARENT ORGANIZATION OF THE GEISINGER HEALTH SYSTEM, GEISINGER HEALTH SYSTEM FOUNDATION IS COMMITTED TO THE SYSTEM'S MISSION, VISION, AND VALUES. GEISINGER HEALTH SYSTEM MISSION: TO ENHANCE THE QUALITY OF LIFE THROUGH AN INTEGRATED HEALTH SERVICE ORGANIZATION BASED ON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION, RESEARCH AND COMMUNITY SERVICE. VISION: TO BE THE HEALTH SYSTEM OF CHOICE, ADVANCING CARE THROUGH EDUCATION AND RESEARCH. VALUES: - EXCELLENCE - WE STRIVE FOR THE BEST, CONTINUOUSLY IMPROVING QUALITY IN ALL OUR ACTIVITIES. - SERVICE ORGANIZATION - OUR PHYSICIANS AND STAFF USE THEIR SKILLS, CREATIVITY, ENERGY AND LOYALTY AS RESOURCES FOR EFFECTIVE AND QUALITY SERVICES IN EVERY COMMUNITY AND EACH SETTING WE SERVE. - INDIVIDUAL DIGNITY - WE PROVIDE HUMANE, COMPASSIONATE AND EXPERT CARE, ALWAYS EMPHASIZING THE DIGNITY OF THE INDIVIDUAL. - TEAMWORK - WE TAKE PRIDE IN RECOGNIZING AND EMPOWERING GOOD PEOPLE WHO DEMONSTRATE THE IMPORTANCE AND VALUE OF TEAMWORK. - PHYSICIAN LEADERSHIP - WE ARE PHYSICIAN LED ACROSS OUR ENTIRE ORGANIZATION AND THE MANY COMMUNITIES WE SERVE. - DIVERSITY - DIVERSITY AMONG PHYSICIANS, STAFF, STUDENTS AND VOLUNTEERS PROMOTES AN ENVIRONMENT OF MUTUAL SUPPORT AND RESPECT. - EDUCATION - WE BELIEVE IN THE INTELLECTUAL AND PROFESSIONAL PURSUIT OF NEW KNOWLEDGE AND ITS DISSEMINATION TO COLLEAGUES, STUDENTS, AND THE PUBLIC AS AN INSTRUMENT OF OUR HEALTH SYSTEM THAT ADDS VALUE TO ALL OF OUR CUSTOMERS. - RESEARCH - WE BELIEVE THAT BASIC SCIENCE, CLINICAL COMMUNITY HEALTH AND HEALTH SERVICES RESEARCH ADVANCES THE OVERALL HEALTH AND WELL BEING OF OUR PATIENTS AND THEIR COMMUNITIES. - FISCAL RESPONSIBILITY - WE EXERCISE PRUDENT USE OF ALL RESOURCES AS PART OF OUR STEWARDSHIP RESPONSIBILITY FOR FISCAL AND ORGANIZATIONAL SUCCESS. - TRADITION - WE TAKE PRIDE IN OUR HISTORY FOR IT IS THE FOUNDATION OF OUR FUTURE AND OUR LONG-STANDING COMMITMENT TO YOUR HEALTH. II. GENERAL INFORMATION GEISINGER HEALTH SYSTEM FOUNDATION (THE FOUNDATION), A 501(C)(3) NOT FOR PROFIT CORPORATION, IS THE PARENT ORGANIZATION OF THE VARIOUS GEISINGER HEALTH SYSTEM ENTITIES. ITS GOVERNING BOARD OVERSEES THE COLLECTIVE EFFORTS OF THE FOURTEEN GEISINGER HEALTH SYSTEM AFFILIATED ENTITIES AND THEIR ACTIVITIES IN HEALTH CARE AND RELATED BUSINESSES. THE FOUNDATION IS INVOLVED WITH INITIATING AND ADMINISTERING GRANT AND PHILANTHROPIC SUPPORT PROGRAMS FOR ALL THE GEISINGER HEALTH SYSTEM NOT-FOR-PROFIT ENTITIES. THE FOURTEEN AFFILIATED ENTITIES OF GEISINGER HEALTH SYSTEM FOUNDATION ARE: - GEISINGER MEDICAL CENTER (GMC) IS A REGIONAL REFERRAL TERTIARY HEALTHCARE MEDICAL CENTER LOCATED IN DANVILLE, PENNSYLVANIA, A PREDOMINATELY RURAL AREA OF NORTHEASTERN AND CENTRAL PENNSYLVANIA. GMC OPERATES A LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER AS DESIGNATED BY THE PENNSYLVANIA TRAUMA SYSTEMS FOUNDATION. THIS DESIGNATION IS BASED ON THE PROVISION OF COMPREHENSIVE TRAUMA CARE 24 HOURS A DAY AND THE PROVISION OF OUTREACH, EDUCATIONAL, AND RESEARCH PROGRAMS IN TRAUMA CARE. THE TRAUMA CENTER INCLUDES LIFE FLIGHT, A RAPID RESPONSE HELICOPTER RETRIEVAL PROGRAM. ALSO PART OF GMC ARE THE HOSPITAL FOR ADVANCED MEDICINE, JANET WEIS CHILDREN'S HOSPITAL AND THE WOMEN'S HEALTH PAVILION, IN ADDITION TO TREATMENT CENTERS FOR CANCER, KIDNEY TRANSPLANTS, HEART AND NEUROLOGICAL DISEASE AND INFERTILITY. - GEISINGER CLINIC (THE CLINIC) CONSISTS OF MULTI-SPECIALTY PHYSICIAN GROUP PRACTICES EMPLOYING OVER 800 PHYSICIANS PRACTICING AT 62 SITES IN 48 COMMUNITIES THROUGHOUT NORTHEASTERN AND CENTRAL PENNSYLVANIA. SOME SITES ARE DOCTOR'S OFFICES LOCATED IN THE SMALL TOWNS OF THE REGION; OTHERS ARE CLINICS WITH DIAGNOSTIC CAPABILITIES AND PHARMACIES ON THE PREMISES. GEISINGER CLINIC 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. - GEISINGER SYSTEM SERVICES (GSS) IS A COST-EFFECTIVE CENTRALIZED PROVIDER OF MANAGEMENT AND CONSULTATIVE SERVICES TO OTHER ENTITIES WITHIN THE GEISINGER HEALTH SYSTEM. SERVICES PROVIDED INCLUDE: COMMUNICATION AND PUBLIC RELATIONS, FACILITIES PLANNING AND MANAGEMENT, FINANCIAL SERVICES, HUMAN RESOURCES, INFORMATION SYSTEMS, INTERNAL AUDITS, LEGAL SERVICES, MARKET PLANNING, MATERIAL MANAGEMENT, EMPLOYEE BENEFIT ADMINISTRATION, MAIL SERVICES, REPROGRAPHICS, RISK MANAGEMENT, CAFETERIA, LAUNDRY, AND TELECOMMUNICATIONS. - GEISINGER WYOMING VALLEY MEDICAL CENTER (GWV) IS AN ACUTE CARE OPEN STAFF COMMUNITY HOSPITAL AND REFERRAL MEDICAL CENTER IN WILKES-BARRE, PENNSYLVANIA. GWV OFFERS 24-HOUR COMPREHENSIVE EMERGENCY SERVICE, MEDICAL AND SURGICAL UNITS, MATERNITY PROGRAMS, PEDIATRIC CARE AND COMPLETE CANCER TREATMENT AT THE FRANK M. AND DORTHEA HENRY CANCER CENTER. THE HEART HOSPITAL AT GEISINGER WYOMING VALLEY MEDICAL CENTER OPENED IN NOVEMBER 2001. IT IS DEDICATED TO BRINGING THE LATEST TECHNOLOGY USED IN THE TREATMENT OF HEART DISEASE TO THE PEOPLE OF THE WYOMING VALLEY. - GEISINGER ASSURANCE COMPANY, LTD. (GAC) IS A WHOLLY OWNED SUBSIDIARY OF GEISINGER HEALTH SYSTEM FOUNDATION LICENSED IN GRAND CAYMAN, BRITISH WEST INDIES. THE PRINCIPAL ACTIVITY OF GAC IS THE REINSURANCE, ON A CLAIMS MADE BASIS, OF A RETROSPECTIVELY RATED PROFESSIONAL LIABILITY INSURANCE POLICY ISSUED BY AN UNRELATED INSURANCE COMPANY BASED IN THE UNITED STATES OF AMERICA TO GAC'S SHAREHOLDER AND CERTAIN AFFILIATES. - GEISINGER INSURANCE CORPORATION, RISK RETENTION GROUP - PROVIDES PRIMARY PROFESSIONAL LIABILITY COVERAGE FOR SEVERAL ENTITIES OF GHS. - GEISINGER MEDICAL MANAGEMENT CORPORATION (GMMC) A WHOLLY OWNED FOR-PROFIT SUBSIDIARY OF THE FOUNDATION PROVIDING CONTRACT MANAGEMENT AND CONSULTING SERVICES. ADDITIONALLY, GMMC INCLUDES THE SYSTEM'S NEW BUSINESS FORMATION AND INTELLECTUAL PROPERTY COMMERCIALIZATION FUNCTION, GEISINGER VENTURES. - GEISINGER COMMUNITY HEALTH SERVICES (GCHS) PROVIDES COMMUNITY HEALTH SERVICES THROUGHOUT NORTHEASTERN AND CENTRAL PENNSYLVANIA. GCHS IS BASED IN DANVILLE, PENNSYLVANIA WITH BRANCH FACILITIES IN BOTH THE WILKES-BARRE AND HERSHEY AREAS. GCHS OFFERS SKILLED NURSING, HOME HEALTH AIDES, MSW, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, HOME INFUSION THERAPY AND RESPIRATORY THERAPY. IN ADDITION, GCHS MANAGES THE UTILIZATION AND CLINICAL PROGRAM DEVELOPMENT RELATING TO THE PROVISION OF HOME CARE THROUGHOUT THE ENTIRE AREA SERVICED BY GHP AND EMPLOYS A STAFF OF SALARIED PHYSICIANS WHO PROVIDE OCCUPATIONAL HEALTH SERVICES. - MARWORTH (MW) PROVIDES NATIONALLY RECOGNIZED ALCOHOL AND CHEMICAL DETOXIFICATION AND REHABILITATION TREATMENT PROGRAMS IN WAVERLY, PENNSYLVANIA. MARWORTH IS LICENSED BY THE PENNSYLVANIA DEPARTMENT OF HEALTH, BUREAU OF DRUG AND ALCOHOL PROGRAMS, AND IS ACCREDITED, WITH COMMENDATION, BY THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS. MARWORTH OFFERS INDIVIDUALIZED 12-STEP TREATMENT PROGRAMS IN ADDITION TO A SPECIAL DUAL DIAGNOSIS TREATMENT PROGRAM AND SPECIAL PROGRAMS FOR LAW ENFORCEMENT PROFESSIONALS AND HEALTHCARE PROFESSIONALS. - GEISINGER HEALTH PLAN (GHP) IS THE LARGEST RURAL HEALTH MAINTENANCE ORGANIZATION (HMO) IN THE NATION. GEISINGER INDEMNITY INSURANCE COMPANY (GIIC) AND GEISINGER QUALTIY OPTIONS (GQO) ARE PENNSYLVANIA BUSINESS CORPORATIONS THAT ARE WHOLLY OWNED SUBSIDIARIES OF GEISINGER HEALTH SYSTEM FOUNDATION AND OFFER INDEMNITY HEALTH INSURANCE. TOTAL MEMBERSHIP WAS 275,221 PENNSYLVANIA MEMBERS. FROM INDIVIDUALS AND FAMILIES ENROLLED IN THE BASIC HEALTH-MAINTENANCE PROGRAM,INCLUDING A MEDICARE ALTERNATIVE,TO BUSINESS SUBSCRIBERS WHO CAN CHOOSE A CUSTOM-DESIGNED POINT-OF-SERVICE PLAN OR SMALL BUSINESS INSURANCE PLAN. MANAGED CARE PATIENTS BENEFIT FROM THEIR FOCUS ON EDUCATION, DISEASE PREVENTION AND WELLNESS. - INTERNATIONAL SHARED SERVICES, INC. (ISS) IS ONE OF THE LARGEST INDEPENDENT MEDICAL EQUIPMENT MAINTENANCE, INSTALLATION, PLANNING AND CONSULTING SERVICES GROUPS HEADQUARTERED IN THE MID-ATLANTIC REGION. ISS IS DEDICATED TO THE COST-EFFECTIVE IMPROVEMENT OF PATIENT CARE, SAFETY AND HOSPITAL OPERATIONS THROUGH CONSULTING SERVICES, TRAINING OF MEDICAL MAINTENANCE ENGINEERS AND PLANNING, DESIGN AND EXECUTION OF MEDICAL EQUIPMENT MAINTENANCE PROGRAMS. ISS EMPLOYS SPECIALISTS DEVOTED EXCLUSIVELY TO ASSET MANAGEMENT AND HIGH TECHNOLOGY EQUIPMENT SERVICES INCLUDING ASSET MANAGEMENT PROGRAMS, CLINICAL ENGINEERING & BIOMEDICAL SERVICES, IMAGING EQUIPMENT SERVICES, CLINICAL EQUIPMENT INFORMATION SERVICES, STERILIZER EQUIPMENT SERVICES, GAS ANALYSIS SERVICES, AND COMPUTER SERVICES. - HERSHEY MEDICAL CENTER (HMC) IS A CORPORATION FOR PURPOSES OF ACCOUNTING RECONCILEMENT OF OUTSTANDING LIABILITIES ONLY AND IS NO LONGER AN OPERATING ENTITY. ON NOVEMBER 18, 1999, THE GHS BOARD OF DIRECTORS ANNOUNCED PLANS TO UNWIND THE AFFILIATION THAT CREATED THE PENN STATE GEISINGER HEALTH SYSTEM. GEISINGER AND THE CLINICAL OPERATIONS OF THE HERSHEY MEDICAL CENTER, INCLUDING THE ASSOCIATED FACULTY PRACTICE PLAN OF PENN STATE UNIVERSITY, RETURNED TO TWO SEPARATE ORGAN
ADDITIONAL INFORMATION 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 ORGANIZATIONS OF THE GEISINGER HEALTH SYSTEM. AS THE ACCOUNTS PAYABLE PROCESSOR, GSS PREPARES AND FILES FORM 1099 UNDER IT'S EIN FOR ALL REPORTABLE PAYMENTS OF THE FILING ORGANIZATION. THE NUMBER OF FORM 1099'S FILED BY GSS FOR THE 2010 REPORTING PERIOD ON BEHALF OF ITSELF AND IT'S AFFILIATES WAS 1,113. THE RESPONSE ENTERED ON LINE 1A FOR THE ORGANIZATION INCLUDES ONLY THOSE FORM 1099S FILED UNDER THE ORGANIZATION'S EIN, IT DOES NOT INCLUDE THOSE FILED BY GSS ON IT'S BEHALF.
FINANCIAL ACCOUNTS IN FOREIGN COUNTRIES FORM 990, PART V, LINE 4B CAYMAN ISLANDS
ADDITIONAL INFORMATION 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, ONE VOTING MEMBER IS NOT INDEPENDENT BECAUSE HE IS COMPENSATED AS AN EMPLOYEE OF A RELATED TAX-EXEMPT ORGANIZATION, AND TWO VOTING MEMBERS ARE NOT INDEPENDENT DUE TO TRANSACTIONS REPORTED ON SCHEDULE L, PART IV. INCLUDING THE VOTINGS MEMBER DESCRIBED ABOVE, A TOTAL OF NINE VOTING MEMBERS OF THE GOVERNING BODY ARE ALSO VOTING MEMBERS OF AFFILIATED TAXABLE ORGANIZATIONS FOR WHICH BUSINESS TRANSACTIONS MAY BE DISCLOSED ON SCHEDULE L, PART IV. HOWEVER, IF THE RELATED TAXABLE ORGANIZATIONS WERE REQUIRED TO FILE SCHEDULE L, THESE TRANSACTIONS WOULD NOT BE OF A TYPE THAT WOULD BE REPORTABLE ON THEIR SCHEDULE L. IN ADDITION, THESE VOTING MEMBERS ARE NOT COMPENSATED BY THE AFFILIATED TAXABLE ORGANIZATIONS FOR WHICH TRANSACTIONS ARE DISCLOSED IN SCHEDULE L, PART IV, DO NOT HAVE AN OWNERSHIP INTEREST IN OR RECEIVE ANY ECONOMIC BENEFIT FROM THE ACTIVITIES OF THESE AFFILIATED TAXABLE ORGANIZATIONS, RECEIVE NO PRIVATE INUREMENT / PRIVATE BENEFIT FROM THE TRANSACTIONS WITH THE RELATED TAXABLE ORGANIZATIONS AND THE VOTING MEMBERS OF THE GOVERNING BODY ABSTAIN FROM VOTING AND ARE ABSENT FROM BOARD DELIBERATIONS AND DECISIONS ON MATTERS IF A CONFLICT EXISTS. REFER TO THE RESPONSE FOR FORM 990, PART VI, SECTION B, QUESTION 12A, 12B, AND 12C REGARDING THE GEISINGER HEALTH SYSTEM CONFLICTS OF INTEREST POLICY, DISCLOSURE, AND ENFORCEMENT. 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? GLENN D. STEELE, JR. M.D., PH.D., DAVID J. FELICIO, ESQUIRE, FRANK J. TREMBULAK, EDWARD J. ZYCH, ESQUIRE, WILLIAM H. ALEXANDER, WILLIAM R. GRUVER THOMAS H. LEE, JR., M.D., JOHN D. MORAN, JR., ROBERT E. POOLE, RICHARD A. ROSE, AND DON A. ROSINI ALL HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BECAUSE THEY SERVE AS OFFICERS AND/OR DIRECTORS ON ONE OR MORE FOR-PROFIT SUBSIDIARIES OF GEISINGER HEALTH SYSTEM FOUNDATION.
ORGANIZATION'S PROCESS USED TO REVIEW FORM 990 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 WAS PROVIDED TO ASSIST IN THE REVIEW. IN ACCORDANCE WITH THE GEISINGER HEALTH SYSTEM FOUNDATION BOARD OF DIRECTOR'S FINANCE COMMITTEE CHARTER, STAFF PERIODICALLY REVIEWS THE GHS ORGANIZATIONS' FORM 990 FILINGS. THE FORM 990 IS PREPARED BY THE GEISINGER HEALTH SYSTEM (GHS) TAX AND FINANCIAL REPORTING DEPARTMENTS WITH INFORMATION PROVIDED FROM FINANCE, TAX, HUMAN RESOURCES, LEGAL SERVICES AND OTHER RELEVANT DEPARTMENTS WITHIN THE GEISINGER HEALTH SYSTEM. THE CHIEF FINANCIAL OFFICER (CFO) OF GHS 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 GHS REVIEW THE INFORMATION DISCLOSED ON THE FORM 990 RELEVANT TO THEIR RESPECTIVE AREAS OF RESPONSIBILITY. FOR PURPOSES OF THEIR ANNUAL AUDIT OF THE GHS CONSOLIDATED FINANCIAL STATEMENTS, INDEPENDENT AUDITORS REVIEW ALL FEDERAL TAX RETURNS FILED BY THE GHS 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 FISCAL YEAR-ENDED JUNE 30, 2011.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE OFFICERS AND DIRECTORS OF GEISINGER HEALTH SYSTEM FOUNDATION ARE SUBJECT TO THE GHS CONFLICT OF INTEREST POLICY FOR DIRECTORS, OFFICERS AND SENIOR LEADERS (MAY INCLUDE INDEPENDENT CONTRACTORS). AT LEAST ONCE EACH YEAR, DIRECTORS, OFFICERS, KEY EMPLOYEES, SENIOR LEADERS (INCLUDING INDEPENDENT CONTRACTORS) 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 THE GEISINGER HEALTH SYSTEM. THE DISCLOSURES ARE REVIEWED BY THE OFFICE OF THE CHIEF LEGAL OFFICER AND REPORTED TO THE AUDIT COMMITTEE AND 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 BOARD DECIDES IF A CONFLICT EXISTS AND TAKES APPROPRIATE ACTION. THE INDIVIDUAL DISCLOSING THE FINANCIAL INTEREST IS ABSENT DURING THE BOARD DELIBERATIONS AND DECISIONS ON THE MATTER.
COMPENSATION PROCESS FOR TOP OFFICIAL FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS TO REVIEW AND APPROVE THE COMPENSATION OF GHS 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 GHS. THE CONSULTANT'S REPORT IS PRESENTED TO THE MANAGEMENT AND COMPENSATION COMMITTEE PRIOR TO ANY COMPENSATION ADJUSTMENT. THE REPORT SUPPORTS THE RIGOROUS REVIEW COMPLETED BY THE MANAGEMENT AND COMPENSATION 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 MANAGEMENT AND COMPENSATION COMMITTEE PRIOR TO THE EFFECTIVE DATE OF THE PAYMENT. THE MANAGEMENT AND COMPENSATION COMMITTEE AT ITS SOLE DISCRETION MAY POSITIVELY OR NEGATIVELY ADJUST ANY RECOMMENDED COMPENSATION.
COMPENSATION PROCESS FOR OFFICERS FORM 990, PAGE 6, PART VI, LINE 15B SEE SCHEDULE O RESPONSE TO FORM 990, PART VI, SECTION B, QUESTION 15A.
GOVERNING DOCUMENTS DISCLOSURE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 19 THE MISSION STATEMENT IS AVAILABLE ON THE GEISINGER HEALTH SYSTEM WEBSITE AT WWW.GEISINGER.ORG. THE COMMUNITY BENEFIT REPORT AND ANNUAL REPORT FOR GEISINGER HEALTH SYSTEM. CONTAINING CONSOLIDATED FINANCIAL INFORMATION AND OTHER INFORMATION, ARE AVAILABLE ON THE GEISINGER HEALTH SYSTEM WEBSITE AT: WWW.GEISINGER.ORG. FINANCIAL STATEMENTS, THE COMPLETE FORM 990 AND FORM 990-T, THE CONFLICTS OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
ADDITIONAL INFORMATION FORM 990, PART VII FORM 990, PART VII, SECTION A, COLUMN B - AVERAGE HOURS PER WEEK: FOR ALL CURRENT OFFICERS, DIRECTORS, KEY EMPLOYEES, AND FIVE HIGHEST COMPENSATED EMPLOYEES REPORTED IN FORM 990, PART VII, THE AVERAGE HOURS PER WEEK REPRESENTS THE MINIMUM HOURS DEVOTED TO THE ORGANIZATION AND RELATED ORGANIZATIONS OF THE GEISIGNER HEALTH SYSTEM, AS APPLICABLE. FORMER OFFICERS, DIRECTORS, KEY EMPLOYEES, AND FIVE HIGHEST COMPENATED EMPLOYEES WORK A MINIMUM OF 40 HOURS PER WEEK FOR RELATED ORGANIZATIONS.
OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 OTHER CHANGES IN NET ASSETS OR FUND BALANCES: INCREASES: UNREALIZED GAIN ON INVESTMENTS 95,716,759 NET GAIN FROM SUBSIDIARIES 28,746,902 TRANSFERS FROM AFFILIATES 365,000,000 TOTAL NET INCREASE 489,463,661
ADDITIONAL INFORMATION 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 AUDIT ACT OR OMB CIRCULAR A-133? FEDERAL AWARDS ARE AUDITED AS A PART OF THE GEISINGER HEALTH SYSTEM'S CONSOLIDATED REPORT ON FEDERAL AWARDS IN ACCORDANCE WITH OMB CIRCULAR A-133. FOOTNOTE: THROUGHOUT FORM 990, THE TERMS "GEISINGER HEALTH SYSTEM" AND "SYSTEM" OR THE ACRONYM "GHS" SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH SYSTEM FOUNDATION ("THE FOUNDATION") AS PARENT AND ALL SUBSIDIARY CORPORATIONS COMPRISING THE SYSTEM.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2010

Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" to Form 990, Part IV, line 33, 34, 35, 36, or 37.
MediumBulletAttach to Form 990. MediumBullet See separate instructions.

OMB No. 1545-0047
2010
Open to Public Inspection
Name of the organization
GEISINGER HEALTH SYSTEM FOUNDATION
 
Employer identification number

23-1995911
Part I
Identification of Disregarded Entities (Complete if the organization answered "Yes" on Form 990, Part IV, line 33.)
(a)
Name, address, and EIN of disregarded entity


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Total income
(e)
End-of-year assets


 		(f)
Direct controlling
entity

















Part II
Identification of Related Tax-Exempt Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.)
(a)
Name, address, and EIN of related organization


(b)
Primary activity


 		(c)
Legal domicile (state
or foreign country)

 		(d)
Exempt Code section
(e)
Public charity status
(if section 501(c)(3))

 		(f)
Direct controlling
entity

 		(g)
Section 512(b)(13) controlled organization
Yes No
(1) GEISINGER WYOMING VALLEY MEDICAL CT

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
23-1996150 		HOSPITAL PA 501C3 3 GHSF
 
Yes
 
(2) GEISINGER MEDICAL CENTER

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
24-0795959 		HOSPITAL PA 501C3 3 GHSF
 
Yes
 
(3) MARWORTH

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
23-2171417 		D&A REHAB PA 501C3 3 GHSF
 
Yes
 
(4) HERSHEY MEDICAL CENTER

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
23-2891807 		HOSPITAL PA 501C3 3 GHSF
 
Yes
 
(5) GEISINGER COMMUNITY HEALTH SERVICES

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
23-2967235 		HEALTHCARE PA 501C3 9 GSS
 
Yes
 
(6) GEISINGER CLINIC

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
23-6291113 		PHSYN SRVC PA 501C3 11A GHSF
 
Yes
 
(7) GEISINGER SYSTEM SERVICES

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
23-2164794 		SUPPT SRVC PA 501C3 11A GHSF
 
Yes
 
(8) GEISINGER INSURANCE CORP RRG

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
14-1909894 		SELF INSUR PA 501C3 11A GHSF
 
Yes
 
(9) GEISINGER MED CTR PROF LIAB TRUST

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
25-6220019 		SELF INSUR PA 501C3 11A GMC
 
Yes
 
(10) GEISINGER EXCESS COV PROF LIAB TR

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
23-6852932 		SELF INSUR PA 501C3 11A GMC
 
Yes
 
(11) GEISINGER HEALTH PLAN

100 NORTH ACADEMY AVENUE MC 30-50

DANVILLE,PA17822
23-2311553 		HMO PA 501C4   GHSF
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.)
(a)
Name, address, and EIN of
related organization



 		(b)
Primary activity




 		(c)
Legal
domicile
(state or foreign
country)


 		(d)
Direct controlling
entity



 		(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




 		(g)
Share of end-of-year
assets



 		(h)
Disproprtionate allocations?




 		(i)
Code V—UBI
amount in box 20 of
Schedule K-1
(Form 1065)
 		(j)
General or
managing
partner?



 		(k)
Percentage
ownership
Yes No Yes No
(1) HEALTHSOUTH GHS LLC

100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
72-1398803 		PHYS THERA PA N/A
         No     No  
(2) HEALTHSOUTH GHS LLC

100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
72-1398803 		PHYS THERA PA N/A
         No     No  










Part IV
Identification of Related Organizations Taxable as a Corporation or Trust (Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.)
(a)
Name, address, and EIN of related organization



 		(b)
Primary activity



 		(c)
Legal domicile
(state or
foreign
country)
 		(d)
Direct controlling
entity


 		(e)
Type of entity
(C corp, S corp,
or trust)

 		(f)
Share of total income



 		(g)
Share of
end-of-year
assets

 		(h)
Percentage
ownership
(1) GEISINGER MEDICAL MANAGEMENT CORP
100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
23-2077663 		LAB/CONSUL PA N/A
        
(2) INTERNATIONAL SHARED SERVICES INC
100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
23-2159597 		CLIN. ENG. PA N/A
        
(3) GEISINGER INDEMNITY INSURANCE COMP
100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
23-2815174 		HEALTH INS PA N/A
        
(4) GEISINGER QUALITY OPTIONS INC
100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
20-4275139 		HEALTH INS PA N/A
        
(5) GEISINGER ASSURANCE COMPANY LTD
PO BOX 2196GT
GRAND CAYMAN,GRAND CAYMAN  
CJ
98-1016737 		INSURANCE CJ N/A
        
(6) GEISINGER MEDICAL MANAGEMENT CORP
100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
23-2077663 		LAB/CONSUL PA N/A
        
(7) INTERNATIONAL SHARED SERVICES INC
100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
23-2159597 		CLIN. ENG. PA N/A
        
(8) GEISINGER INDEMNITY INSURANCE COMP
100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
23-2815174 		HEALTH INS PA N/A
        
(9) GEISINGER QUALITY OPTIONS INC
100 NORTH ACADEMY AVENUE MC 30-50
DANVILLE,PA17822
20-4275139 		HEALTH INS PA N/A
        
(10) GEISINGER ASSURANCE COMPANY LTD
PO BOX 2196GT
GRAND CAYMAN,GRAND CAYMAN  
CJ
98-1016737 		INSURANCE CJ N/A
        
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 3
Part V
Transactions With Related Organizations (Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35, 35A, or 36.)
Note. Complete line 1 if any entity is listed in Parts II, III or IV.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest (ii) annuities (iii) royalties (iv) rent from a controlled entity . . . . . . . . . . . . . . . . . . . . . . .
1a
 
No
b Gift, grant, or capital contribution to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
Yes
 
c Gift, grant, or capital contribution from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
 
No
e Loans or loan guarantees by other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
 
No
j Lease of facilities, equipment, or other assets from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
 
No
k Performance of services or membership or fundraising solicitations for other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by other organization(s) . . . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by other organization for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
 
No
q Other transfer of cash or property to other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from other organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1r
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of other organization 		(b)
Transaction
type(a-r) 		(c)
Amount involved 		(d)
Method of determining amount involved
(1) GEISINGER MEDICAL CENTER

 B 2,946,739 GAAP
(2) GEISINGER MEDICAL CENTER

 L 62,660 GAAP
(3) GEISINGER MEDICAL CENTER

 J 2,290 FMV
(4) GEISINGER MEDICAL CENTER

 C 229,000,000 GAAP
(5) GEISINGER WYOMING VALLEY MED CTR

 B 5,903,870 GAAP
(6) GEISINGER WYOMING VALLEY MED CTR

 L 200,038 GAAP
(7) GEISINGER WYOMING VALLEY MED CTR

 C 79,500,000 GAAP
(8) GEISINGER CLINIC

 B 2,876,321 GAAP
(9) GEISINGER CLINIC

 L 264,636 GAAP
(10) MARWORTH

 B 367,606 GAAP
(11) MARWORTH

 C 3,500,000 GAAP
(12) GEISINGER COMMUNITY HEALTH SERVICES

 B 5,000,000 GAAP
(13) GEISINGER SYSTEM SERVICES

 B 149,564 GAAP
(14) GEISINGER SYSTEM SERVICES

 L 1,709,475 GAAP
(15) GEISINGER SYSTEM SERVICES

 O 144,551 GAAP
(16) GEISINGER SYSTEM SERVICES

 C 10,000,000 GAAP
(17) GEISINGER MEDICAL MANAGEMENT CORP

 B 3,013,091 GAAP
(18) GEISINGER MEDICAL MANAGEMENT CORP

 L 75,354 GAAP
(19) GEISINGER MEDICAL CENTER

 K 2,609,316 GAAP
(20) GEISINGER WYOMING VALLEY MED CTR

 K 1,110,484 GAAP
(21) GEISINGER CLINIC

 K 1,569,474 GAAP
(22) GEISINGER HEALTH PLAN

 C 48,000,000 GAAP
(23) GEISINGER ASSURANCE COMPANY LTD

 C 20,000,000 GAAP
(24) GEISINGER MEDICAL CENTER

 B 2,946,739 GAAP
(25) GEISINGER MEDICAL CENTER

 L 62,660 GAAP
(26) GEISINGER MEDICAL CENTER

 J 2,290 FMV
(27) GEISINGER MEDICAL CENTER

 C 229,000,000 GAAP
(28) GEISINGER WYOMING VALLEY MED CTR

 B 5,903,870 GAAP
(29) GEISINGER WYOMING VALLEY MED CTR

 L 200,038 GAAP
(30) GEISINGER WYOMING VALLEY MED CTR

 C 79,500,000 GAAP
(31) GEISINGER CLINIC

 B 2,876,321 GAAP
(32) GEISINGER CLINIC

 L 264,636 GAAP
(33) MARWORTH

 B 367,606 GAAP
(34) MARWORTH

 C 3,500,000 GAAP
(35) GEISINGER COMMUNITY HEALTH SERVICES

 B 5,000,000 GAAP
(36) GEISINGER SYSTEM SERVICES

 B 149,564 GAAP
(37) GEISINGER SYSTEM SERVICES

 L 1,709,475 GAAP
(38) GEISINGER SYSTEM SERVICES

 O 144,551 GAAP
(39) GEISINGER SYSTEM SERVICES

 C 10,000,000 GAAP
(40) GEISINGER MEDICAL MANAGEMENT CORP

 B 3,013,091 GAAP
(41) GEISINGER MEDICAL MANAGEMENT CORP

 L 75,354 GAAP
(42) GEISINGER MEDICAL CENTER

 K 2,609,316 GAAP
(43) GEISINGER WYOMING VALLEY MED CTR

 K 1,110,484 GAAP
(44) GEISINGER CLINIC

 K 1,569,474 GAAP
(45) GEISINGER HEALTH PLAN

 C 48,000,000 GAAP
(46) GEISINGER ASSURANCE COMPANY LTD

 C 20,000,000 GAAP
(47) GEISINGER MEDICAL CENTER

 B 2,946,739 GAAP
(48) GEISINGER MEDICAL CENTER

 L 62,660 GAAP
(49) GEISINGER MEDICAL CENTER

 J 2,290 FMV
(50) GEISINGER MEDICAL CENTER

 C 229,000,000 GAAP
(51) GEISINGER WYOMING VALLEY MED CTR

 B 5,903,870 GAAP
(52) GEISINGER WYOMING VALLEY MED CTR

 L 200,038 GAAP
(53) GEISINGER WYOMING VALLEY MED CTR

 C 79,500,000 GAAP
(54) GEISINGER CLINIC

 B 2,876,321 GAAP
(55) GEISINGER CLINIC

 L 264,636 GAAP
(56) MARWORTH

 B 367,606 GAAP
(57) MARWORTH

 C 3,500,000 GAAP
(58) GEISINGER COMMUNITY HEALTH SERVICES

 B 5,000,000 GAAP
(59) GEISINGER SYSTEM SERVICES

 B 149,564 GAAP
(60) GEISINGER SYSTEM SERVICES

 L 1,709,475 GAAP
(61) GEISINGER SYSTEM SERVICES

 O 144,551 GAAP
(62) GEISINGER SYSTEM SERVICES

 C 10,000,000 GAAP
(63) GEISINGER MEDICAL MANAGEMENT CORP

 B 3,013,091 GAAP
(64) GEISINGER MEDICAL MANAGEMENT CORP

 L 75,354 GAAP
(65) GEISINGER MEDICAL CENTER

 K 2,609,316 GAAP
(66) GEISINGER WYOMING VALLEY MED CTR

 K 1,110,484 GAAP
(67) GEISINGER CLINIC

 K 1,569,474 GAAP
(68) GEISINGER HEALTH PLAN

 C 48,000,000 GAAP
(69) GEISINGER ASSURANCE COMPANY LTD

 C 20,000,000 GAAP
(70) GEISINGER MEDICAL CENTER

 B 2,946,739 GAAP
(71) GEISINGER MEDICAL CENTER

 L 62,660 GAAP
(72) GEISINGER MEDICAL CENTER

 J 2,290 FMV
(73) GEISINGER MEDICAL CENTER

 C 229,000,000 GAAP
(74) GEISINGER WYOMING VALLEY MED CTR

 B 5,903,870 GAAP
(75) GEISINGER WYOMING VALLEY MED CTR

 L 200,038 GAAP
(76) GEISINGER WYOMING VALLEY MED CTR

 C 79,500,000 GAAP
(77) GEISINGER CLINIC

 B 2,876,321 GAAP
(78) GEISINGER CLINIC

 L 264,636 GAAP
(79) MARWORTH

 B 367,606 GAAP
(80) MARWORTH

 C 3,500,000 GAAP
(81) GEISINGER COMMUNITY HEALTH SERVICES

 B 5,000,000 GAAP
(82) GEISINGER SYSTEM SERVICES

 B 149,564 GAAP
(83) GEISINGER SYSTEM SERVICES

 L 1,709,475 GAAP
(84) GEISINGER SYSTEM SERVICES

 O 144,551 GAAP
(85) GEISINGER SYSTEM SERVICES

 C 10,000,000 GAAP
(86) GEISINGER MEDICAL MANAGEMENT CORP

 B 3,013,091 GAAP
(87) GEISINGER MEDICAL MANAGEMENT CORP

 L 75,354 GAAP
(88) GEISINGER MEDICAL CENTER

 K 2,609,316 GAAP
(89) GEISINGER WYOMING VALLEY MED CTR

 K 1,110,484 GAAP
(90) GEISINGER CLINIC

 K 1,569,474 GAAP
(91) GEISINGER HEALTH PLAN

 C 48,000,000 GAAP
(92) GEISINGER ASSURANCE COMPANY LTD

 C 20,000,000 GAAP
Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership (Complete if the organization answered "Yes" on Form 990, Part IV, line 37.)
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity 		(b)
Primary activity 		(c)
Legal domicile
(state or foreign
country) 		(d)
Are all
partners
section
501(c)(3)
organizations? 		(e)
Share of
end-of-year
assets 		(f)
Disproprtionate allocations? 		(g)
Code V—UBI
amount in box
20 of Schedule K-1
(Form 1065) 		(h)
General or
managing
partner?
Yes No Yes No Yes No






























Schedule R (Form 990) 2010
Schedule R (Form 990) 2010
Page 5
Part VII
Supplemental Information
Complete this part to provide additional information for responses to questions on Schedule R (see instructions).
Identifier Return Reference Explanation
ADDITIONAL INFORMATION SCHEDULE R FORM 990 SCHEDULE R PART V TRANSACTIONS WITH RELATED ORGANIZATIONS AS SHOWN IN THE RESPONSE TO FORM 990 SCHEDULE R GEISINGER HEALTH SYSTEM FOUNDATION IS CLOSELY AFFILIATED WITH SEVERAL OTHER ORGANIZATIONS IN THE NORMAL COURSE OF THE OPERATIONS OF THESE AFFILIATED ORGANIZATIONS THERE ARE NUMEROUS INTER ORGANIZATIONAL TRANSACTIONS WHICH MAY INCLUDE SALES EXCHANGES AND LEASES OF PROPERTY EXTENSIONS OF CREDIT FURNISHING OF GOODS SERVICES AND FACILITIES AND TRANSFERS OF ASSETS THESE INTER ORGANIZATION 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 GHS PRIVATE RULINGS AS BEING ENTIRELY CONSISTENT WITH THE ORGANIZATIONS TAX EXEMPT STATUS
Additional Data


Software ID:  
Software Version: