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
2011
Open to Public Inspection
A For the calendar year, or tax year beginning 07-01-2011 and ending 06-30-2012
BCheck if applicable:
CName of organization
GEISINGER CLINIC
 
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

23-6291113
E Telephone number

G Gross receipts $ 731,626,837
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: 1962
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: I.MISSION TO ENHANCE THE QUALITY OF LIFE OF THE POPULATION SERVED BY PROVIDING QUALITY PHYSICIAN AND ADVANCED PRACTITIONER SERVICES AND ACCESS THROUGH AN INTEGRATED SERVICE ORGANIZATION BASED ON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION, RESEARCH, AND COMMUNITY SERVICE. II.GENERAL INFORMATION GEISINGER CLINIC (GC), A 501(C)(3) NOT FOR PROFIT CORPORATION, EMPLOYS 899 PHYSICIANS PRACTICING AT 71 SITES IN 50 COMMUNITIES OF NORTHEASTERN AND CENTRAL PENNSYLVANIA. GC PROVIDES THE MULTI-SPECIALTY PHYSICIAN GROUP PRACTICE FOR THE GEISINGER HEALTH SYSTEM. THE SALARIED PHYSICIAN STAFF IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE OF PENNSYLVANIA THROUGH AN INTEGRATED SYSTEM OF HEALTH SERVICES BASED UPON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION AND RESEARCH. SOME OF THE LOCATIONS IN WHICH GEISINGER CLINIC PRACTICES INCLUDE: ALTOONA MILLVILLE BELLEFONTE MILTON BERWICK MONTOURSVILLE BLOOMSBURG MOOSIC BURNHAM MOUNTAINHOME CARBONDALE MOUNTAINTOP CATAWISSA MOUNT POCONO COAL TOWNSHIP NANT
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a)..... 3 9
4 Number of independent voting members of the governing body (Part VI, line 1b) .... 4 7
5 Total number of individuals employed in calendar year 2011 (Part V, line 2a) ... 5 3,297
6 Total number of volunteers (estimate if necessary) .... 6  
7a Total unrelated business revenue from Part VIII, column (C), line 12 .. 7a 4,318,512
b Net unrelated business taxable income from Form 990-T, line 34 .. 7b -13,212
Revenues; Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 16,807,067 20,565,640
9 Program service revenue (Part VIII, line 2g) ......... 639,790,956 703,985,337
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 3,585,913 6,585,937
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 404,055 479,691
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)................... 660,587,991 731,616,605
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...   383
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) 445,398,310 495,683,042
16a Professional fundraising fees (Part IX, column (A), line 11e).....   0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24f).... 195,543,157 213,959,897
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 640,941,467 709,643,322
19 Revenue less expenses. Subtract line 18 from line 12....... 19,646,524 21,973,283
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 296,297,332 250,973,021
21 Total liabilities (Part X, line 26)............. 185,040,136 197,675,092
22 Net assets or fund balances. Subtract line 21 from line 20..... 111,257,196 53,297,929
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 use only
Print/type preparer's name
 
Preparer's signature
Date
PTIN
Firm's name Right pointing arrowhead image

Firm's EIN Right pointing arrowhead image
Firm's address Right pointing arrowhead image



Phone no.
May the IRS discuss this return with the preparer shown above? See instructions .........bullet
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y
Form 990 (2011)
Form 990 (2011)
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: I.MISSION TO ENHANCE THE QUALITY OF LIFE OF THE POPULATION SERVED BY PROVIDING QUALITY PHYSICIAN AND ADVANCED PRACTITIONER SERVICES AND ACCESS THROUGH AN INTEGRATED SERVICE ORGANIZATION BASED ON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION, RESEARCH, AND COMMUNITY SERVICE. II.GENERAL INFORMATION GEISINGER CLINIC (GC), A 501(C)(3) NOT FOR PROFIT CORPORATION, EMPLOYS 899 PHYSICIANS PRACTICING AT 71 SITES IN 50 COMMUNITIES OF NORTHEASTERN AND CENTRAL PENNSYLVANIA. GC PROVIDES THE MULTI-SPECIALTY PHYSICIAN GROUP PRACTICE FOR THE GEISINGER HEALTH SYSTEM. THE SALARIED PHYSICIAN STAFF IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE OF PENNSYLVANIA THROUGH AN INTEGRATED SYSTEM OF HEALTH SERVICES BASED UPON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION AND RESEARCH. SOME OF THE LOCATIONS IN WHICH GEISINGER CLINIC PRACTICES INCLUDE: ALTOONA MILLVILLE BELLEFONTE MILTON BERWICK MONTOURSVILLE BLOOMSBURG MOOSIC BURNHAM MOUNTAINHOME CARBONDALE MOUNTAINTOP CATAWISSA MOUNT POCONO COAL TOWNSHIP NANT
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 organization’s program service accomplishments for each of its three largest program services, as measured 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 $ 625,317,657 including grants of $   ) (Revenue $   )
PHYSICIAN SERVICES - SEE SCHEDULE O
4b (Code:   ) (Expenses $ 34,845,872 including grants of $   ) (Revenue $   )
RESEARCH - SEE SCHEDULE 0
4c (Code:   ) (Expenses $ 20,032,894 including grants of $   ) (Revenue $   )
EDUCATION - SEE SCHEDULE 0
(Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
SEE SCHEDULE O
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet$ 680,196,423
Form 990 (2011)
Form 990 (2011)
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 for which 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 temporarily restricted endowments, permanent endowments, 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, investment, and program service activities outside the United States or aggregate foreign investments valued at $100,000 or more? 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 I
17
 
No
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..........
18
 
No
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...................
19
 
No
20a
Did the organization operate one or more hospitals? If “Yes,” complete Schedule H.....
20a
 
No
b
If “Yes” to line 20a, did the organization attach a copy of its audited financial statement to this return? Note. All Form 990 filers that operated one or more hospitals must attach audited financial statements.
20b
 
 
Form 990 (2011)
Form 990 (2011)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants and other assistance to any government or organization in the United States on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II..
21
 
No
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.....
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................
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
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
 
 
d
Did the organization act as an “on behalf of” issuer for bonds outstanding at any time during the year?...
24d
 
 
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 employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? 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
 
No
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
Yes
 
29
Did the organization receive more than $25,000 in non-cash contributions? If “Yes,” complete Schedule M
29
 
No
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If “Yes,” complete Schedule M............
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If “Yes,” complete Schedule N,
Part I...........................
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
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
Yes
 
b
If ‘Yes’ to line 35a, 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
35b
Yes
 
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 (2011)
Form 990 (2011)
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
1
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
3,297
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
Yes
 
b
If “Yes,” has it filed a Form 990-T for this year? If “No,” provide an explanation in Schedule O.....
3b
Yes
 
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
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
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
 
No
b
If “Yes,” did the organization notify the donor of the value of the goods or services provided?.....
7b
 
 
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 (2011)
Form 990 (2011)
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
If the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
1a
9
b
Enter the number of voting members included in line 1a, above, who are independent .................
1b
7
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
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? .................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ............
7b
Yes
 
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
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If “Yes,” did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes? ....
10b
 
 
11a
Has the organization provided a complete 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
Did the organization have a written conflict of interest policy? If “No,” go to line 13.......
12a
Yes
 
b
Were officers, directors or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If “Yes,” describe in Schedule O how this was done ....................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did 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 15a or 15b, 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
Yes
 
b
If “Yes,” did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA
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 made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how), the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, physical address, and telephone number of the person who possesses the books and records of the organization: MediumBullet
STEPHEN MASSINI CFO
100 NORTH ACADEMY AVENUE MC 01-50
DANVILLE,PA17822
(570) 214-6181
Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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
DIRECTOR
 2.00 X           0 0 0
(2) E ALLEN DEAVER
DIRECTOR
 2.00 X           0 0 0
(3) DORRANCE R BELIN ESQUIRE
VICE CHAIR,
 2.00 X           0 0 0
(4) RICHARD A GRAFMYRE
DIRECTOR
 2.00 X           0 0 0
(5) WILLIAM R GRUVER
DIRECTOR
 2.00 X           0 0 0
(6) FRANK M HENRY
DIRECTOR
 2.00 X           0 0 0
(7) THOMAS H LEE JR MD
DIRECTOR
 2.00 X           0 0 0
(8) GLENN D STEELE JR MD PHD
PRES, CHAIR,
 40.00 X   X       0 5,048,679 390,571
(9) ROBERT E POOLE
DIRECTOR
 2.00 X           0 0 0
(10) DON A ROSINI
DIRECTOR
 2.00 X           0 0 0
(11) DAVID J FELICIO ESQUIRE
CLO, SECRETA
 40.00     X       0 475,750 133,442
(12) EDWARD J ZYCH ESQUIRE
ASSISTANT SE
 40.00     X       0 336,473 63,965
(13) KEVIN F BRENNAN CPA FHFMA
EVP, FINANCE
 40.00     X       0 970,130 192,289
(14) FRANK J TREMBULAK
SR VP, TREAS
 40.00     X       0 934,746 206,030
(15) KENNETH E WOOD DO
CHIEF MEDICA
 40.00       X     573,202 0 97,185
(16) DAVID H LEDBETTER PHD FACMG
EVP,CH SCI O
 40.00       X     57,297 788,283 150,180
(17) DENNIS TORRETTI MD FACP
ASSOCIATE CM
 40.00       X     439,531 0 31,851
Form 990 (2011)
Form 990 (2011)
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 (do not check more than one box, unless person is both an officer and a director/trustee) 		(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) DAVID P FRANKLIN MD FACS
CHAIRMAN OF
 40.00       X     794,781 0 37,335
(19) KENNETH A HOLDREN
CAO, GC
 40.00       X     490,934 0 83,050
(20) ALBERT BOTHE JR MD
EVP, CMO
 40.00       X     881,942 0 181,727
(21) BRUCE H HAMORY MD
EVP,MANAGING
 40.00       X     667,941 0 158,947
(22) THOMAS R GRAF MD
CHAIR CPSL
 40.00       X     446,975 0 63,572
(23) LEE M MYERS
VP, CPSL
 40.00       X     347,356 0 36,875
(24) RUTH A NOLAN RN
VP, OPERATIO
 40.00       X     248,900 0 33,622
(25) SUSAN B FETTERMAN RN
VP OPS, MEDI
 40.00       X     276,237 0 33,819
(26) THOMAS B WEIR
VP SURGERY,
 40.00       X     309,792 0 33,541
(27) WILLIAM J KRYWICKI MD FAAOS
PHYSICIAN
 40.00         X   1,044,786 0 43,472
(28) JOHN F CARDELLA MD FACR
PHYSICIAN
 40.00         X   1,111,128 0 38,572
(29) STEVEN A TOMS MD MPH FACS
PHYSICIAN
 40.00         X   1,120,401 0 40,249
(30) G DEAN HARTER MD
PHYSICIAN
 40.00         X   976,875 0 43,782
(31) PETER B BERGER MD
ASSOCIATE CR
 40.00         X   968,687 0 44,633
(32) KEVIN J KERESTUS CIA
FORMER KEY E
 40.00           X 0 223,720 34,839
(33) ALFRED S CASALE MD FACC FACS
FORMER KEY E
 40.00           X 859,971 0 94,761
(34) DUANE E DAVIS MD
FORMER KEY
 40.00           X 748,782 0 58,408
(35) STEVEN B PIERDON MD
FORMER OFFIC
 40.00           X 639,272 0 151,811
(36) WILLIAM E STRODEL III MD
FORMER KEY E
 40.00           X 570,165 0 38,903
(37) JOEL J BERBERICH MD PHD
FORMER KEY E
 40.00           X 438,532 0 41,897
(38) JOANNE E WADE
FORMER KEY E
 40.00           X 0 1,043,337 193,326
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)............MediumBullet 14,013,487 9,821,118 2,752,654
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organizationMediumBullet1,176
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. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address 		(B)
Description of services 		(C)
Compensation
COMPHEALTH INC
PO BOX 972651
DALLAS,TX753972651 		PHYSICIAN SERV. 3,629,193
ALLIANCE HEALTHCARE SERVICE
PO BOX 96485
CHICAGO,IL606936485 		MEDICAL TESTING 1,708,269
TRISTAN ASSOCIATES
4520 UNION DEPOSIT ROAD
HARRISBURG,PA17111 		PHYSICIAN SERV. 1,045,184
UNITED VAN LINES LLC
ONE UNITED DRIVE
FENTON,MO63026 		TRANSPORT SERV. 715,389
LINDE HEALTHCARE STAFFING INC
PO BOX 915241
DALLAS,TX753915241 		PHYSICIAN SERV. 685,357
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet26
Form 990 (2011)
Form 990 (2011)
Page 9
Part VIII
Statement of Revenue
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512, 513, or 514
Contributions, Gifts, Grants and Other Similar Amounts 1a Federated campaigns..1a  
b Membership dues....1b  
c Fundraising events....1c  
d Related organizations...1d  
e Government grants (contributions)1e 14,743,956
f All other contributions, gifts, grants, and
similar amounts not included above1f 		5,821,684
g Noncash contributions included in lines 1a-1f:$  
h Total. Add lines 1a-1f.......MediumBullet 20,565,640
Program Service Revenue Business Code
2a HEALTHCARE 621,110 684,043,132 684,043,132    
b RESEARCH 541,700 11,619,438 11,619,438    
c PHARMACY 446,110 3,447,000   3,447,000  
d RENTAL 531,120 1,990,135     1,990,135
e OTHER PHYSICIAN SERVICES 621,110 1,079,509 1,079,509    
f All other program service revenue . 1,806,123 938,128 867,995  
g Total. Add lines 2a–2f........MediumBullet 703,985,337
Other Revenue 3 Investment income (including dividends, interest
and other similar amounts).....MediumBullet 3,212,207     3,212,207
4 Income from investment of tax-exempt bond proceeds..MediumBullet        
5 Royalties............MediumBullet 8,568     8,568
(i) Real (ii) Personal
6a Gross rents 14,998  
b Less: rental expenses 10,232  
c Rental income or (loss) 4,766  
d Net rental income or (loss).......MediumBullet 4,766   3,517 1,249
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 3,373,730  
b Less: cost or other basis and sales expenses    
c Gain or (loss) 3,373,730  
d Net gain or (loss)..........MediumBullet 3,373,730 3,373,730    
8a Gross income from fundraising events (not including
$  
of contributions reported on line 1c). See Part IV, line 18 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet      
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities...MediumBullet        
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 CLINICAL TRIALS OFFICE ADMINI 541,700 162,068 162,068    
b PURCHASE DISCOUNTS 900,099 149,189 149,189    
c CREDENTIALING 900,099 123,136 123,136    
d All other revenue .... 31,964 5,324   26,640
e Total. Add lines 11a–11d ......MediumBullet 466,357
12 Total revenue. See Instructions....MediumBullet 731,616,605 701,493,654 4,318,512 5,238,799
Form 990 (2011)
Form 990 (2011)
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).
Check if Schedule O contains a response to any question in this Part IX. .........
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 United States. See Part IV, line 21    
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 383 383
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16    
4 Benefits paid to or for members    
5 Compensation of current officers, directors, trustees, and key employees .... 6,035,599 6,035,599    
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 7,566,902 7,281,860 285,042  
7 Other salaries and wages 408,349,296 394,191,960 14,157,336  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 20,765,043 20,054,306 710,737  
9 Other employee benefits ....... 33,059,912 31,928,352 1,131,560  
10 Payroll taxes ........... 19,906,290 19,179,563 726,727  
11 Fees for services (non-employees):        
a Management ......        
b Legal ......... 421   421  
c Accounting ........... 96,727 50,859 45,868  
d Lobbying ........... 19,670   19,670  
e Professional fundraising. See Part IV, line 17..    
f Investment management fees ...... 1,207,082 707,419 499,663  
g Other .......... 21,977,298 20,409,115 1,568,183  
12 Advertising and promotion .... 3,159,673 3,158,134 1,539  
13 Office expenses ....... 8,225,990 7,106,126 1,119,864  
14 Information technology ...... 176,416 172,962 3,454  
15 Royalties ..        
16 Occupancy ........... 9,381,494 8,992,294 389,200  
17 Travel ............ 2,009,573 1,939,260 70,313  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials ......        
19 Conferences, conventions, and meetings .... 3,716,184 3,565,426 150,758  
20 Interest ........... 2,807,271 2,690,809 116,462  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization ..... 9,737,606 9,336,416 401,190  
23 Insurance .............. 16,286,411 15,946,574 339,837  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24f. If line 24f amount exceeds 10% of line 25, column (A) amount, list line 24f expenses on Schedule O.)
a INTER-ENTITY EXPENSE 84,981,874 77,912,449 7,069,425  
b MEDICAL SUPPLIES 37,601,512 37,536,262 65,250  
c UNCOLLECTIBLE EXPENSE 11,688,348 11,129,900 558,448  
d BOOKS, LICENSES, FEES 826,645 830,678 -4,033  
e
f All other expenses 59,702 39,717 19,985  
25 Total functional expenses. Add lines 1 through 24f 709,643,322 680,196,423 29,446,899 0
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2011)
Form 990 (2011)
Page 11
Part X Balance Sheet
(A)
Beginning of year 		(B)
End of year
Assets 1 Cash—non-interest-bearing .......... 10,674,871 1 9,968,630
2 Savings and temporary cash investments ....... 44,885,860 2 31,449,158
3 Pledges and grants receivable, net ......... 3,908,057 3 2,290,781
4 Accounts receivable, net ......... 26,039,580 4 31,192,741
5 Receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of
Schedule L .......... 56,752 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 ............. 8,085,984 7 8,071,973
8 Inventories for sale or use .............. 1,629,650 8 1,933,050
9 Prepaid expenses and deferred charges ............ 2,375,455 9 4,821,146
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 176,799,649
b Less: accumulated depreciation. ..... 10b 87,897,275 87,886,379 10c 88,902,374
11 Investments—publicly traded securities .......... 25,280,712 11 14,311,961
12 Investments—other securities. See Part IV, line 11 ...... 78,176,328 12 57,164,830
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ......... 402,502 14 559,809
15 Other assets. See Part IV, line 11 ........... 6,895,202 15 306,568
16 Total assets. Add lines 1 through 15 (must equal line 34)... 296,297,332 16 250,973,021
Liabilities 17 Accounts payable and accrued expenses . 53,233,540 17 60,653,716
18 Grants payable ..........   18  
19 Deferred revenue .......... 3,761,709 19 3,207,222
20 Tax-exempt bond liabilities .......... 99,239,953 20 95,752,467
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 ..   23  
24 Unsecured notes and loans payable to unrelated third parties ....   24  
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D..... 28,804,934 25 38,061,687
26 Total liabilities. Add lines 17 through 25..... 185,040,136 26 197,675,092
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 ..... 111,257,196 27 53,297,929
28 Temporarily restricted net assets .....   28  
29 Permanently restricted net assets .....   29  
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 ..... 111,257,196 33 53,297,929
34 Total liabilities and net assets/fund balances ..... 296,297,332 34 250,973,021
Form 990 (2011)
Form 990 (2011)
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
731,616,605
2
Total expenses (must equal Part IX, column (A), line 25) ....
2
709,643,322
3
Revenue less expenses. Subtract line 2 from line 1 ...
3
21,973,283
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
111,257,196
5
Other changes in net assets or fund balances (explain in Schedule O) ...
5
-79,932,550
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
53,297,929
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
Yes
 
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
Yes
 
Form 990 (2011)
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
2011
Open to Public
Inspection
Name of the organization
GEISINGER CLINIC
 
Employer identification number

23-6291113
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)
 
No
(ii) a family member of a person described in (i) above? ......................
11g(ii)
 
No
(iii) a 35% controlled entity of a person described in (i) or (ii) above? ................
11g(iii)
 
No
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
(1) GEISINGER MEDICAL CENTER
  		240795959 3 Yes   Yes   Yes   0
Total                 73,000,000

For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....            
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..            
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)..            
6 Public Support. Subtract line 5 from line 4.            
Section B. Total Support
Calendar year(or fiscal year beginning in) (a) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (f) Total
7 Amounts from line 4..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..            
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..            
11 Total support (Add lines 7 through 10).            
12
12
 
13
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
b
17a
b
18
Schedule A (Form 990 or 990-EZ) 2011
Schedule A (Form 990 or 990-EZ) 2011
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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2007 (b) 2008 (c) 2009 (d) 2010 (e) 2011 (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) 2011
Schedule A (Form 990 or 990-EZ) 2011
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
IN ADDITION TO MAKING DONATIONS AND OTHER TRANSFERS TO THE GEISINGER HEALTH SYSTEM FOUNDATION AND TO ORGANIZATIONS CONTROLLED BY SUCH FOUNDATION AND DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, CONSISTENT WITH AND IN FURTHERANCE OFTHESE PURPOSES, GEISINGER CLINIC SUPPORTS ITS SUPPORTED ORGANIZATIONS THROUGH THE SERVICES OF PHYSICIANS AND OTHER HEALTH CARE PROFESSIONALS IN CONNECTION WITH THE PROVISION OF HEALTH CARE SERVICES AT GEISINGER MEDICAL CENTER AND THROUGHOUT THE GEISINGER HEALTH SYSTEM AND OTHER HOSPITALS, CLINICS AND HEALTH CARE FACILITIES.
 
 
 
Schedule A (Form 990 or 990-EZ) 2011

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
2011
Name of organization
GEISINGER CLINIC
 
Employer identification number

23-6291113
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 on line H of its
Form 990-EZ or on Part I, 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) (2011)

Page 2
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
GEISINGER CLINIC
  		Employer identification number

23-6291113
Part I
Contributors (see Instructions). Use duplicate copies of Part I if additional space is needed.
     
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total 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)
Total contributions		 (d)
Type of contribution
 
 
 

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




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

     
 
   

$  




(Complete Part II if there is a noncash contribution.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)

Page 3
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
GEISINGER CLINIC
  		Employer identification number

23-6291113
Part II
Noncash Property (see Instructions). Use duplicate copies of Part II if additional space is needed.
     
(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) (2011)

Page 4
Schedule B (Form 990, 990-EZ, or 990-PF) (2011)
Name of organization
GEISINGER CLINIC
  		Employer identification number

23-6291113
Part III
Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
that total 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 $  
Use duplicate copies of Part III if additional space is needed
(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) (2011)

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
2011
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, line 35c (Proxy Tax), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
GEISINGER CLINIC
 
Employer identification number

23-6291113
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 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 function 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) 2011

Schedule C (Form 990 or 990-EZ) 2011
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 expenses, and share of excess lobbying expenditures).
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) ....... 19,670 640,652
c Total lobbying expenditures (add lines 1a and 1b) ................... 19,670 640,652
d Other exempt purpose expenditures ........................ 709,623,652 2,670,639,189
e Total exempt purpose expenditures (add lines 1c and 1d) ............... 709,643,322 2,671,279,841
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) 2008 (b) 2009 (c) 2010 (d) 2011 (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 402,712 574,174 611,545 640,652 2,229,083
             
d Grassroots nontaxable 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          
Schedule C (Form 990 or 990-EZ) 2011


Schedule C (Form 990 or 990-EZ) 2011
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)).
For each “Yes” response to lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(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? ..........................
 
No
 
j
Total. Add 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 carry over 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) and if either (a) BOTH Part III-A, lines 1 and 2 are answered “No” OR (b) Part III-A, line 3 is answered “Yes”.
1
Dues, assessments and similar amounts from members .....................
1
 
2
Section 162(e) nondeductible 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, Part II-A; line 5; and Part ll-B, line 1.
Also, complete this part for any additional information.
Identifier Return Reference Explanation
Schedule C (Form 990 or 990EZ) 2011

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, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b
SchDMd Bullet Attach to Form 990. SchDMd Bullet See separate instructions.
OMB No. 1545-0047
2011
Open to Public Inspection
Name of the organization
GEISINGER CLINIC
 
Employer identification number

23-6291113
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 can 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 through 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, and not on a historic structure listed in the National Register .................... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during
the tax 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 (ASC 958), 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 (ASC 958), 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 (ASC 958), 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) 2011

Schedule D (Form 990) 2011
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 .... 77,598,000 75,302,000 71,078,000 88,270,000
b Contributions ........ 5,172,000 627,000 1,148,000 1,005,000
c Net investment earnings, gains, and losses ... -9,000 13,943,000 8,379,000 -13,762,000
d Grants or scholarships .....        
e Other expenditures for facilities
and programs ........ 		-2,675,000 -12,274,000 -5,303,000 -4,435,000
f Administrative expenses ....        
g End of year balance ...... 80,086,000 77,598,000 75,302,000 71,078,000
2
Provide the estimated percentage of the year end balance (line 1g) held as:
a
Board designated or quasi-endowment SchDMd Bullet27.000 %
b
Permanent endowment SchDMd Bullet65.000 %
c
Temporarily restricted endowment SchDMd Bullet8.000 %
The percentages in lines 2a, 2b, and 2c should equal 100%.
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)
Yes
 
b
If "Yes" to 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
4
Describe in Part XIV the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis (investment) (b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land .................   15,919,141 15,919,141
b Buildings ................   67,466,467 36,399,523 31,066,944
c Leasehold improvements ............   5,138,383 3,002,396 2,135,987
d Equipment ................   78,884,830 44,495,915 34,388,915
e Other .................   9,390,828 3,999,441 5,391,387
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).).......SchDMdBullet 88,902,374
Schedule D (Form 990) 2011

Schedule D (Form 990) 2011
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 57,164,830 F
Other








Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 57,164,830
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) must 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) must 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) Book value
Federal Income Taxes  
ALLOWANCE FOR MEDICAL CLAIMS 20,670,069
ALLOWANCE FOR 3RD PARTY PAYORS 7,135,420
ACCOUNTS RECEIVABLE CREDIT BALANCES 4,824,789
FINANCIAL CONTRACT 4,194,153
DUE TO AFFILIATES 1,237,256
REBATE PAYABLE  



Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 38,061,687
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) 2011

Schedule D (Form 990) 2011
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 through 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 must 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 must 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 OF ENDOWMENT FUNDS ENDOWMENT FUNDS ARE USED BY 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 (GHS) ADOPTED FASB INTERPRETATION NO. 48, ACCOUNTING FOR UNCERTAINITY 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 UNDERTAIN. FIN 48 PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF INCOME TAX UNCERTAINITIES 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, 2012 OR ANY PREVIOUS YEARS SINCE ADOPTION. ACCORDINGLY, NO FIN 48 FOOTNOTE DISCLOSURE WAS MADE IN THE JUNE 30, 2012 GHS CONSOLIDATED FINANCIAL STATEMENTS.
Schedule D (Form 990) 2011

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
2011
Open to Public Inspection
Name of the organization
GEISINGER CLINIC
 
Employer identification number

23-6291113
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 or provision of all the expenses described above? If "No," complete Part III to explain....
1b
Yes
 
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
Yes
 
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. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
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
Yes
 
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 Regulations 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) 2011

Schedule J (Form 990) 2011
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is 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) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and column (E) for that individual.
(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 as deferred
in prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
(1) GLENN D STEELE JR MD PHD (i)
(ii)		  
978,712 		 
825,000 		 
3,244,967 		 
359,130 		 
31,441 		 
5,439,250 		 
2,824,875
(2) DAVID J FELICIO ESQUIRE (i)
(ii)		  
293,852 		 
144,222 		 
37,676 		 
115,877 		 
17,565 		 
609,192 		 
 
(3) EDWARD J ZYCH ESQUIRE (i)
(ii)		  
244,966 		 
72,505 		 
19,002 		 
42,780 		 
21,185 		 
400,438 		 
 
(4) KEVIN F BRENNAN CPA FHFMA (i)
(ii)		  
481,220 		 
297,816 		 
191,094 		 
170,858 		 
21,431 		 
1,162,419 		 
155,504
(5) FRANK J TREMBULAK (i)
(ii)		  
574,658 		 
303,886 		 
56,202 		 
195,777 		 
10,253 		 
1,140,776 		 
 
(6) KENNETH E WOOD DO (i)
(ii)		 391,351
  		140,565
  		41,286
  		67,778
  		29,407
  		670,387
  		 
 
(7) DAVID H LEDBETTER PHD FACMG (i)
(ii)		 42,952
478,230 		 
228,381 		14,345
81,672 		2,188
120,593 		3,651
23,748 		63,136
932,624 		 
 
(8) DENNIS TORRETTI MD FACP (i)
(ii)		 310,492
  		100,278
  		28,761
  		17,778
  		14,073
  		471,382
  		 
 
(9) DAVID P FRANKLIN MD FACS (i)
(ii)		 566,115
  		185,430
  		43,236
  		17,778
  		19,557
  		832,116
  		 
 
(10) KENNETH A HOLDREN (i)
(ii)		 303,836
  		117,414
  		69,684
  		61,192
  		21,858
  		573,984
  		40,540
 
(11) ALBERT BOTHE JR MD (i)
(ii)		 510,811
  		253,186
  		117,945
  		171,969
  		9,758
  		1,063,669
  		66,050
 
(12) BRUCE H HAMORY MD (i)
(ii)		 459,607
  		107,734
  		100,600
  		137,828
  		21,119
  		826,888
  		54,819
 
(13) THOMAS R GRAF MD (i)
(ii)		 285,197
  		136,400
  		25,378
  		47,780
  		15,792
  		510,547
  		 
 
(14) LEE M MYERS (i)
(ii)		 249,658
  		85,000
  		12,698
  		17,778
  		19,097
  		384,231
  		 
 
(15) RUTH A NOLAN RN (i)
(ii)		 188,440
  		57,967
  		2,493
  		17,778
  		15,844
  		282,522
  		 
 
(16) SUSAN B FETTERMAN RN (i)
(ii)		 201,833
  		71,254
  		3,150
  		17,778
  		16,041
  		310,056
  		 
 
(17) THOMAS B WEIR (i)
(ii)		 211,270
  		73,584
  		24,938
  		17,778
  		15,763
  		343,333
  		 
 
(18) WILLIAM J KRYWICKI MD FAAOS (i)
(ii)		 626,042
  		170,858
  		247,886
  		17,778
  		25,694
  		1,088,258
  		 
 
(19) JOHN F CARDELLA MD FACR (i)
(ii)		 807,511
  		254,929
  		48,688
  		17,778
  		20,794
  		1,149,700
  		 
 
(20) STEVEN A TOMS MD MPH FACS (i)
(ii)		 863,716
  		253,348
  		3,337
  		17,778
  		22,471
  		1,160,650
  		 
 
(21) G DEAN HARTER MD (i)
(ii)		 646,762
  		166,527
  		163,586
  		17,778
  		26,004
  		1,020,657
  		129,174
 
(22) PETER B BERGER MD (i)
(ii)		 692,194
  		234,738
  		41,755
  		17,778
  		26,855
  		1,013,320
  		 
 
(23) KEVIN J KERESTUS CIA (i)
(ii)		  
172,254 		 
48,065 		 
3,401 		 
15,962 		 
18,877 		 
258,559 		 
 
(24) ALFRED S CASALE MD FACC FACS (i)
(ii)		 585,983
  		182,092
  		91,896
  		73,399
  		21,362
  		954,732
  		13,073
 
(25) DUANE E DAVIS MD (i)
(ii)		 338,428
  		157,460
  		252,894
  		45,418
  		12,990
  		807,190
  		184,069
 
(26) STEVEN B PIERDON MD (i)
(ii)		 400,172
  		192,888
  		46,212
  		141,383
  		10,428
  		791,083
  		 
 
(27) WILLIAM E STRODEL III MD (i)
(ii)		 475,230
  		62,524
  		32,411
  		17,778
  		21,125
  		609,068
  		 
 
(28) JOEL J BERBERICH MD PHD (i)
(ii)		 296,468
  		113,068
  		28,996
  		17,778
  		24,119
  		480,429
  		 
 
(29) JOANNE E WADE (i)
(ii)		  
553,391 		 
281,613 		 
208,333 		 
184,461 		 
8,865 		 
1,236,663 		 
173,267
Schedule J (Form 990) 2011

Schedule J (Form 990) 2011
Page 3
Part III
Supplemental Information
Complete this part to provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4c, 5a, 5b, 6a, 6b, 7, and 8. Also complete this part for any additional information.
Identifier Return Reference Explanation
FRINGE OR EXPENSE EXPLANATION SCHEDULE J, PAGE 1, PART I, LINE 1A TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: FROM TIME TO TIME THE GEISINGER HEALTH SYSTEM BOARD OF DIRECTORS OR GEISINGER HEALTH SYSTEM SENIOR MANAGEMENT APPROVE THE GROSS-UP OF EXPENSES WHICH FURTHER GEISINGER HEALTH SYSTEM BUSINESS.
SEVERANCE, NONQUALIFIED, AND EQUITY-BASED PAYMENTS SCHEDULE J, PAGE 1, PART I, LINE 4 GLENN D. STEELE JR., M.D., PH.D. 0 3,128,364 0 KEVIN F. BRENNAN, CPA, FHFMA 0 155,504 0 FRANK J. TREMBULAK 0 3,662 0 KENNETH A. HOLDREN 0 40,540 0 ALBERT BOTHE, JR., M.D. 0 66,050 0 BRUCE H. HAMORY, M.D. 0 54,819 0 G. DEAN HARTER, M.D. 0 129,174 0 ALFRED S. CASALE, M.D., FACC, FACS 0 54,574 0 DUANE E. DAVIS, M.D. 0 208,068 0 JOANNE E. WADE 0 173,267 0
NON-FIXED PAYMENTS PROVIDED SCHEDULE J, PAGE 1, PART I, LINE 7 BECAUSE THE PAYMENT OF EARNED PERFORMANCE BASED COMPENSATION IS AT THE DISCRETION OF MANAGEMENT AND THE BOARD OF DIRECTORS, SUCH PAYMENTS MAY BE CONSIDERED NON-FIXED PAYMENTS. PERFORMANCE BASED COMPENSATION IS DETERMINED BY MEETING INDIVIDUALLY MEASURED PERFORMANCE GOALS THAT ARE ALIGNED WITH OVERALL SYSTEM OBJECTIVES, INCLUDING: CLINICAL QUALITY, COMMUNITY MISSION ACHIEVEMENT, AND FINANCIAL STEWARDSHIP.
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) 2011

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
2011
Open to Public Inspection
Name of the organization
GEISINGER CLINIC
 
Employer identification number

23-6291113
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) 2011
Schedule L (Form 990 or 990-EZ) 2011
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) GEISINGER MEDICAL MANAGEMENT CORP
  		BUSINESS 732,059 IC SHARED SERV REV   No
(2) GEISINGER MEDICAL MANAGEMENT CORP
  		BUSINESS 216,381 IC SHARED SERV EXP   No
(3) GEISINGER MEDICAL MANAGEMENT CORP
  		BUSINESS 14,998 LEASE REVENUE   No
(4) GEISINGER INDEMNITY INSURANCE COMP
  		BUSINESS 11,521,649 IC SHARED SERV REV   No
(5) GEISINGER INDEMNITY INSURANCE COMP
  		BUSINESS 72,414 IC SHARED SERV EXP   No
(6) GEISINGER QUALITY OPTIONS INC
  		BUSINESS 36,334,924 IC SHARED SERV REV   No
(7) INTERNATIONAL SHARED SERVICES INC
  		BUSINESS 2,232,321 IC SHARED SERV EXP   No
(8) INTERNATIONAL SHARED SERVICES INC
  		BUSINESS 390 IC SHARED SERV REV   No
(9) HEALTHSOUTH GHSLLC
  		BUSINESS 161,473 SERVICE REVENUE   No
(10) HEALTHSOUTH GHSLLC
  		BUSINESS 680,875 LEASE REVENUE   No
(11) GEISINGER ASSURANCE COMPANY LTD
  		BUSINESS 8,150,693 IC SHARED SERV EXP   No
(12) WEIS MARKETS INC
  		BUSINESS 238,002 LEASE /RE TAX PYMTS   No
(13) WEIS MARKETS INC
  		BUSINESS 24,934 FOOD/SUPPLY PURCHASE   No
(14) GREEN TECH DRIVE ASSOCIATES LP
  		BUSINESS 179,836 LEASE EXPENSE   No
(15) HIRTLE CALLAGHAN
  		BUSINESS 126,037 INVESTMENT MGMT FEES   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
BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS SCHEDULE L PART IV GEISINGER ASSURANCE COMPANY LTD 8150693 BUSINESS IC SHARED SERV EXP WEIS MARKETS INC 238002 BUSINESS LEASE RE TAX PYMTS WEIS MARKETS INC 24934 BUSINESS FOODSUPPLY PURCHASE GREEN TECH DRIVE ASSOCIATES LP 179836 BUSINESS LEASE EXPENSE HIRTLE CALLAGHAN 126037 BUSINESS INVESTMENT MGMT FEES
ADDITIONAL INFORMATION SCHEDULE L PART V GLENN D STEELE JR MD PHD IS A DIRECTOR FOR WEIS MARKETS INC DENNIS TORRETTI MD AND SUSAN B FETTERMAN ARE KEY EMPLOYEES OF GEISINGER CLINIC AND MEMBERS OF THE GOVERNING BODY OF HEALTHSOUTHGHS LLC ROBERT E POOLE A DIRECTOR OF GEISINGER CLINIC AND A PARTNER OF GREEN TECH DRIVE ASSOCIATES LP WILLIAM R GRUVER A DIRECTOR OF GEISINGER CLINIC IS A DIRECTOR OF HIRTLE CALLAGHAN GEISINGER CLINIC GC 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 CLINIC 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 GC AND GMMC GLENN D STEELE JR MD PHD IS THE PRESIDENT CHAIRMAN OF THE BOARD AND DIRECTOR EXOFFICIO OF GC AND THE PRESIDENT CHAIRMAN OF THE BOARD AND DIRECTOR OF GMMC FRANK J TREMBULAK IS THE SENIOR VICE PRESIDENT AND TREASURER OF GC AND GMMC EDWARD J ZYCH ESQUIRE IS THE ASSISTANT SECRETARY OF GC AND GMMC WILLIAM H ALEXANDER IS A DIRECTOR OF GC AND GMMC WILLIAM R GRUVER IS A DIRECTOR OF GC AND GMMC ROBERT E POOLE IS A DIRECTOR OF GC AND GMMC DON A ROSINI IS A DIRECTOR OF GC AND GMMC GEISINGER QUALITY OPTIONS INC GQO DAVID J FELICIO ESQUIRE IS THE CHIEF LEGAL OFFICER AND SECRETARY OF GC AND GQO GLENN D STEELE JR MD PHD IS THE PRESIDENT CHAIRMAN OF THE BOARD AND DIRECTOR EXOFFICIO OF GC AND THE CHAIRMAN OF THE BOARD AND DIRECTOR OF GQO FRANK J TREMBULAK IS THE SENIOR VICE PRESIDENT AND TREASURER OF GC AND GQO WILLIAM H ALEXANDER IS A DIRECTOR OF GC AND GQO DON A ROSINI IS A DIRECTOR OF GC AND GQO THOMAS H LEE JR IS A DIRECTOR OF GC AND GQO GEISINGER INDEMNITY INSURANCE COMPANY GIIC DAVID J FELICIO ESQUIRE IS THE CHIEF LEGAL OFFICER AND SECRETARY OF GC AND GIIC GLENN D STEELE JR MD PHD IS THE PRESIDENT CHAIRMAN OF THE BOARD AND DIRECTOR EXOFFICIO OF GC AND THE CHAIRMAN OF THE BOARD AND DIRECTOR OF GIIC FRANK J TREMBULAK IS THE SENIOR VICE PRESIDENT AND TREASURER OF GC AND GIIC WILLIAM H ALEXANDER IS A DIRECTOR OF GC AND GIIC DON A ROSINI IS A DIRECTOR OF GC AND GIIC THOMAS H LEE JR IS A DIRECTOR OF GC AND GIIC INTERNATIONAL SHARED SERVICES INC ISS DAVID J FELICIO ESQUIRE IS THE CHIEF LEGAL OFFICER AND SECRETARY OF GC AND ISS GLENN D STEELE JR MD PHD IS THE PRESIDENT CHAIRMAN OF THE BOARD AND DIRECTOR EXOFFICIO OF GC AND THE CHAIRMAN OF THE BOARD AND DIRECTOR OF ISS FRANK J TREMBULAK IS THE SENIOR VICE PRESIDENT AND TREASURER OF GC AND THE SENIOR VICE PRESIDENT TREASURER AND DIRECTOR OF ISS EDWARD J ZYCH ESQUIRE IS THE ASSISTANT SECRETARY OF GC AND ISS GEISINGER ASSURANCE COMPANY LTD GAC DAVID J FELICIO ESQUIRE IS THE CHIEF LEGAL OFFICER AND SECRETARY OF GC AND THE SECRETARY AND DIRECTOR OF GAC GLENN D STEELE JR MD PHD IS THE PRESIDENT CHAIRMAN OF THE BOARD AND DIRECTOR EXOFFICIO OF GC AND THE CHAIRMAN OF THE BOARD AND DIRECTOR OF GAC FRANK J TREMBULAK IS THE SENIOR VICE PRESIDENT AND TREASURER OF GC AND THE PRESIDENT CHIEF EXECUTIVE OFFICER AND DIRECTOR OF GAC EDWARD J ZYCH ESQUIRE IS THE ASSISTANT SECRETARY OF GC AND 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) 2011

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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
2011
Open to Public
Inspection
Name of the organization
GEISINGER CLINIC
 
Employer identification number

23-6291113
Identifier Return Reference Explanation
ORGANIZATION'S MISSION FORM 990 - ORGANIZATION'S MISSION I.MISSION TO ENHANCE THE QUALITY OF LIFE OF THE POPULATION SERVED BY PROVIDING QUALITY PHYSICIAN AND ADVANCED PRACTITIONER SERVICES AND ACCESS THROUGH AN INTEGRATED SERVICE ORGANIZATION BASED ON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION, RESEARCH, AND COMMUNITY SERVICE. II.GENERAL INFORMATION GEISINGER CLINIC (GC), A 501(C)(3) NOT FOR PROFIT CORPORATION, EMPLOYS 899 PHYSICIANS PRACTICING AT 71 SITES IN 50 COMMUNITIES OF NORTHEASTERN AND CENTRAL PENNSYLVANIA. GC PROVIDES THE MULTI-SPECIALTY PHYSICIAN GROUP PRACTICE FOR THE GEISINGER HEALTH SYSTEM. THE SALARIED PHYSICIAN STAFF IS DEDICATED TO IMPROVING THE HEALTH OF THE PEOPLE OF PENNSYLVANIA THROUGH AN INTEGRATED SYSTEM OF HEALTH SERVICES BASED UPON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION AND RESEARCH. SOME OF THE LOCATIONS IN WHICH GEISINGER CLINIC PRACTICES INCLUDE: ALTOONA MILLVILLE BELLEFONTE MILTON BERWICK MONTOURSVILLE BLOOMSBURG MOOSIC BURNHAM MOUNTAINHOME CARBONDALE MOUNTAINTOP CATAWISSA MOUNT POCONO COAL TOWNSHIP NANTICOKE DALLAS NICHOLSON DANVILLE NORTHUMBERLAND DUBOIS ORWIGSBURG DUNMORE PHILIPSBURG EAST STROUDSBURG PITTSTON FORTY FORT PLAINS FRACKVILLE PORT MATILDA HARRISBURG POTTSVILLE HAZLETON SCRANTON HUNTINGDON SELINSGROVE KINGSTON SHAMOKIN KULPMONT STATE COLLEGE LEWISBURG SUNBURY LEWISTOWN TUNKHANNOCK LOCK HAVEN WILKES-BARRE MAHANOY CITY WILLIAMSPORT MIFFLIN WYOMING III.UNCOMPENSATED CARE GEISINGER CLINIC RECOGNIZES THAT ITS MISSION IS TO SERVE ALL THE MEMBERS OF THE COMMUNITY WITH RESPECT TO THE PROVISION OF HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. GC PROVIDES QUALITY MEDICAL HEALTHCARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE OR ABILITY TO PAY. IN THIS REGARD, GC PROVIDES FREE CARE OR SUBSIDIZED CARE, TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT OR BELOW COST, AND PROVIDES VARIOUS HEALTH ACTIVITIES AND PROGRAMS IN SUPPORT OF THE COMMUNITIES WHERE GC PRACTICES. A.CHARITY CARE THE PRIMARY CONCERN OF GC IS THE DELIVERY OF HEALTH CARE TO ALL THE CITIZENS IN NORTHEASTERN AND CENTRAL PENNSYLVANIA, REGARDLESS OF THEIR ABILITY TO PAY. THE UNREIMBURSED COST OF CHARITY CARE REPRESENTS THE COST GC INCURS BY PROVIDING FREE OR DISCOUNTED SERVICES TO THOSE WHO CANNOT AFFORD TO PAY. FOR FISCAL YEAR ENDED JUNE 30, 2012, THE COST OF CHARITY CARE WAS 5,843,270. B.MEDICARE/MEDICAID RECOGNIZING ITS MISSION TO THE COMMUNITY, SERVICES ARE PROVIDED TO THE ELDERLY (MEDICARE) AND THE POOR (MEDICAID). CLINIC PROVIDES CARE, BELOW COST, TO PERSONS COVERED BY THESE GOVERNMENTAL PROGRAMS. TO THE EXTENT REIMBURSEMENT IS BELOW THE COST OF PROVIDING HEALTHCARE, GC IS FURTHERING ITS MISSION TO THE ENTIRE COMMUNITY. THE UNREIMBURSED VALUE OF MEDICARE AND/OR MEDICAID IS EQUAL TO THE COST OF PROVIDING SERVICES LESS THE AMOUNT OF REIMBURSEMENT RECEIVED UNDER THE PROGRAM. FOR FISCAL YEAR ENDED JUNE 30, 2012, THE UNREIMBURSED VALUE OF PROVIDING CARE TO THESE PATIENTS WAS 71,843,370. C.OTHER UNCOMPENSATED PATIENT SERVICES IN ADDITION, GC PROVIDES OTHER PATIENT SERVICES FOR WHICH FULL PAYMENT IS NOT RECEIVED. THE UNCOMPENSATED COST OF PROVIDING SUCH PATIENT SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2012, WAS 3,467,032. IV.RESEARCH SUPPORT GEISINGER CLINIC SUPPORTS ITS CHARITABLE MISSION THROUGH MEDICAL RESEARCH ACTIVITIES AT TWO FACILITIES ON THE CAMPUS OF THE GEISINGER MEDICAL CENTER: THE SIEGFRIED AND JANET WEIS CENTER FOR RESEARCH (WCR) AND THE HENRY HOOD CENTER FOR HEALTH RESEARCH. THE WCR PROVIDES A FOCUS FOR LABORATORY RESEARCH AND RESEARCH TRAINING, AND SUPPORTS THE CLINICAL STAFF IN THEIR RESEARCH PROGRAMS. THE PRIMARY MISSION OF THE WCR IS TO CONDUCT ORIGINAL AND INNOVATIVE RESEARCH THAT CONTRIBUTES NEW KNOWLEDGE TO BIOMEDICAL SCIENCE. SCIENTISTS APPLY MODERN MOLECULAR AND CELLULAR APPROACHES TO DIVERSE RESEARCH PROBLEMS IN THE AREAS OF CARDIOVASCULAR FUNCTION, CANCER AND DEVELOPMENTAL BIOLOGY. THE HENRY HOOD CENTER FOR RESEARCH HOUSES TWO RESEARCH PROGRAMS: THE GEISINGER CENTER FOR HEALTH RESEARCH (GCHR) AND THE CENTER FOR CLINICAL STUDIES (CCS). GCHR CONDUCTS HEALTH SERVICES, EPIDEMIOLOGIC AND POPULATION GENETICS RESEARCH ON THE BROAD RANGE OF CONDITIONS TYPICALLY SEEN IN PRIMARY AND SPECIALTY CARE SETTINGS. THE MISSION OF THE CCS IS TO PLAN, CONDUCT, FOSTER AND SUPPORT INNOVATIVE CLINICAL RESEARCH TRIALS TO HELP ADVANCE DIAGNOSIS AND TREATMENT OF DISEASE AND IMPROVE PATIENT CARE. ALL THREE RESEARCH PROGRAMS INVESTIGATE EXTRAMURAL RESOURCES FOR FUNDING AND WORK COLLABORATIVELY ON BUILDING THE CAPABILITY FOR POPULATION-BASED GENETICS RESEARCH. TO THE EXTENT REVENUES AND GRANTS RECEIVED ARE BELOW THE COST OF RESEARCH OPERATIONS, GEISINGER CLINIC IS FURTHERING ITS MISSION TO THE ENTIRE COMMUNITY. THE UNREIMBURSED COST OF GEISINGER CLINIC'S RESEARCH OPERATIONS FOR FISCAL YEAR 2012 WAS 1,458,947. V.COMMUNITY HEALTH, EDUCATION AND OUTREACH GEISINGER CLINIC STRIVES TO SERVE AS PARTNERS TO THE COMMUNITIES IN WHICH THEY ARE LOCATED. GC PROVIDES CARE TO THE COMMUNITY THROUGH MANY REDUCED PRICE SERVICES AND FREE PROGRAMS THROUGHOUT THE YEAR BASED UPON ACTIVITIES AND SERVICES THAT GC BELIEVES WILL SERVE A BONAFIDE COMMUNITY HEALTH NEED. THESE SERVICES AND PROGRAMS INCLUDE SUPPORT GROUPS, HEALTH EDUCATION SERIES, LECTURES AND OTHER HEALTH RELATED PROGRAMS. THE COST OF THESE SERVICES TOTALED 223,756 IN FISCAL YEAR ENDED JUNE 30, 2012. SOME OF THE SERVICES AND PROGRAMS PROVIDED INCLUDE: A.SUPPORT GROUPS DIABETES SUPPORT GROUP CHRONIC PAIN SUPPORT GROUP SIGHT LOSS SUPPORT GROUP B.HEALTH EDUCATION SERIES YMCA HEALTHY LIVING SERIES C.HEALTH EDUCATION LECTURES NUTRITION SEMINAR SKIN CANCER PREVENTION EDUCATION LUPUS SEMINAR ETHICS EDUCATION INJURY PREVENTION EDUCATION D.OTHER SERVICES AND PROGRAMS HEALTH FAIRS HEALTH SCREENINGS SCHOOL AND SPORTS PHYSICAL EXAMS KIDS SAFETY EXPO TRANSPLANT PICNIC RACE FOR THE CURE FREE CLINICS BLOOD DRIVES SENIOR HEALTH EXPO UNITED WAY CAMPAIGN EMS PROGRAMS SUPPORT & TRAINING PATIENT SUPPORT & EDUCATION PROGRAMS HEALTH PROMOTION SPEAKING ENGAGEMENTS INTERNSHIP PROGRAMS TRAUMA EDUCATION PROGRAM VI. COMMUNITY SERVICE SUMMARY CHARITY CARE 5,843,270 MEDICARE/MEDICAID 71,843,370 OTHER UNCOMPENSATED PATIENT SERVICES 3,467,032 RESEARCH 1,458,947 COMMUNITY HEALTH, EDUCATION, AND OUTREACH 223,756 TOTAL 82,836,375 VII. STATISTICS TOTAL NUMBER OF CLINIC VISITS (CLINIC-WIDE) 2,045,772 SERVICE DAYS (CLINIC-WIDE) 435,836 GEISINGER CLINIC PHYSICIANS ADMIT TO THE THREE GEISINGER OWNED FACILITIES, GEISINGER MEDICAL CENTER, GEISINGER WYOMING VALLEY AND GEISINGER-COMMUNITY MEDICAL CENTER, AS WELL AS THIRTEEN NON-GEISINGER OWNED FACILITIES. GEISINGER HAS A POLICY TO SEE PATIENTS OF ALL PAYORS.
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, PARENT OF GEISINGER CLINIC, IS CURRENTLY THE SOLE OBLIGOR UNDER A SERIES OF BOND ISSUES WITH A TOTAL OUTSTANDING BALANCE OF 845,252,950 INCLUSIVE OF UNAMORTIZED ORIGINAL ISSUE DISCOUNT AS OF JUNE 30, 2012. BECAUSE THE BOND PROCEEDS ARE DISBURSED TO GEISINGER HEALTH SYSTEM FOUNDATION SUBSIDIARIES, THE BOND LIABILITES ARE REFLECTED ON THE BALANCE SHEETS OF THE FOLLOWING 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 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED IN THE FORM 990 FILING OF GEISINGER HEALTH SYSTEM FOUNDATION, EIN: 23-1995911.
ALL OTHER ACCOMPLISHMENT DESCRIPTION FORM 990, PAGE 2, PART III, LINE 4D SEE SCHEDULE O
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 ITS EIN FOR CERTAIN REPORTABLE PAYMENTS OF THE FILING ORGANIZATION. THE NUMBER OF FORM 1099'S FILED BY GSS FOR THE 2011 REPORTING PERIOD ON BEHALF OF ITSELF AND ITS AFFILIATES WAS 1,212. 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 ITS BEHALF.
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 ONE VOTING MEMBER IS NOT INDEPENDENT DUE TO A TRANSACTION REPORTED ON SCHEDULE L, PART IV. INCLUDING THE VOTING MEMBERS DESCRIBED ABOVE, A TOTAL OF SIX 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, RICHARD GRAFMYRE, WILLIAM R. GRUVER, THOMAS H. LEE, JR., M.D., ROBERT E. POOLE, 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 AFFILIATES OF GEISINGER CLINIC. ALL OF THE AFFILIATES ARE PART OF THE GEISINGER HEALTH SYSTEM. FORM 990, PART VI, SECTION B, LINE 13: DID THE ORGANIZATION HAVE A WRITTEN WHISTLEBLOWER POLICY?; LINE 14: DID THE ORGANIZATION HAVE A WRITTEN DOCUMENT RETENTION AND DESTRUCTION POLICY?; LINE 16B: DID THE ORGANIZATION HAVE A WRITTEN JOINT VENTURE POLICY? THE GEISINGER HEALTH SYSTEM WHISTLEBLOWER POLICY, DOCUMENT RETENTION AND DESTRUCTION POLICY, AND JOINT VENTURE POLICY HAVE BEEN IN EFFECT AND ENFORCED FOR MANY YEARS. IN ADDITION TO THE POLICIES BEING A BEST PRACTICE, GEISINGER HEALTH SYSTEM RECOGNIZES THEIR VALUE AS A GUIDE TO THE GOVERNING BODY OF THE ORGANIZATION, EMPLOYEES, AND OTHERS. THE BOARD OF DIRECTORS OF GEISINGER HEALTH SYSTEM FORMALLY ADOPTED THE POLICIES IN THE SPRING OF 2013
AUTHORITY DELEGATED TO COMMITTEE EXPLANATION FORM 990, PAGE 6, PART VI, LINE 1A OTHER THAN THE COMMITTEES' LISTED IN THE IRS INSTRUCTIONS AND THE MEDICAL AFFAIRS COMMITTEE WHOSE AUTHORITY IS LIMITED IN SCOPE, THERE WAS A DELEGATION OF AUTHORITY TO THE GEISINGER HEALTH SYSTEM FOUNDATION EXECUTIVE COMMITTEE WHICH IS COMPRISED OF THOSE INDIVIDUALS WHO SERVE AS FOUNDATION BOARD MEMBERS. UNDER THE NONPROFIT CORPORATION LAW AND UNDER FOUNDATION'S CORPORATE BYLAWS, THE EXECUTIVE COMMITTEE HAS THE FULL AUTHORITY TO ACT ON BEHALF OF THE FULL BOARD OF DIRECTORS WHEN IT IS NOT IN SESSION.
CLASSES OF MEMBERS OR STOCKHOLDERS FORM 990, PAGE 6, PART VI, LINE 6 THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE DIRECTORS, ELECT AND REMOVE THE PRESIDENT AND FILL ANY VACANCY IN THE OFFICE OF THE PRESIDENT OF THE CORPORATION AND APPROVE AMENDMENTS TO THE CORPORATE BYLAWS. THE MEMBERS ALSO HAVE THE RESERVE POWERS AS SET FORTH IN THE PENNSYLVANIA NONPROFIT CORPORATION LAW.
ELECTION OF MEMBERS AND THEIR RIGHTS FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS OF THE CORPORATION SHALL SERVE AS THE GOVERNING BODY OF THE CORPORATION. THE PRESIDENT OF THE CORPORATION SHALL BE A DIRECTOR BY REASON OF HOLDING SUCH OFFICE. THE REMAINING DIRECTORS SHALL BE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS. THE MEMBERS OF THE CORPORATION MAY SERVE AS DIRECTORS AND DIRECTORS MAY SUCCEED THEMSELVES FROM TERM TO TERM. VACANCIES ON THE BOARD OF DIRECTORS SHALL BE FILLED BY THE MEMBERS AT THEIR DISCRETION AT THE ANNUAL MEETING OF THE MEMBERS OR AT A SPECIAL MEETING CALLED FOR SUCH PURPOSE.
DECISIONS SUBJECT TO APPROVAL OF MEMBERS FORM 990, PAGE 6, PART VI, LINE 7B THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE THE DIRECTORS; ELECT AND REMOVE THE PRESIDENT AND FILL ANY VACANCY IN THE OFFICE OF THE PRESIDENT OF THE CORPORATION; AND, MAY APPROVE AMENDMENTS TO THE CORPORATE BYLAWS IN LIEU OF SUCH APPROVAL BY THE BOARD OF DIRECTORS. THE MEMBERS ALSO HAVE THE RESERVE POWERS AS SET FORTH IN THE PENNSYLVANIA NONPROFIT CORPORATION LAW.
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 IS 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, PAYROLL, 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, 2012.
ENFORCEMENT OF CONFLICTS POLICY FORM 990, PAGE 6, PART VI, LINE 12C THE OFFICERS AND DIRECTORS OF GEISINGER CLINIC 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 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 ANNUAL REPORT FOR THE GEISINGER HEALTH SYSTEM, CONTAINING CONSOLIDATED FINANCIAL STATEMENT INFORMATION, COMMUNITY BENEFIT REPORT AND OTHER INFORMATION, IS AVAILABLE ON THE SYSTEM WEBSITE AT: WWW.GEISINGER.ORG/ABOUT/2011_AR_FINAL.PDF. FINANCIAL STATEMENTS ALONG WITH THE COMPLETE FORM 990 AND 990-T ARE AVAILABLE TO THE PUBLIC UPON REQUEST. THE GEISINGER HEALTH SYSTEM CONFLICTS OF INTEREST POLICY IS AVAILABLE ON THE SYSTEM WEBSITE AT: WWW.GEISINGER.ORG.
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. FORM 990, PART IX, LINE 24F: BALANCE ON LINE 24F INCLUDES 4,433 OF UNRELATED BUSINESS INCOME TAX
OTHER CHANGES IN NET ASSETS EXPLANATION FORM 990, PART XI, LINE 5 INCREASES IN NET ASSETS: TRANSFER FROM AFFILIATE 308,086 INCREASE IN NET ASSETS 308,086 DECREASES IN NET ASSETS: ENTITY TRANSFER 73,000,000 UNREALIZED LOSS ON INVESTMENTS 5,041,017 UNREALIZED LOSS ON DERIVATIVE 2,199,619 DECREASE IN NET ASSETS 80,240,636 NET DECREASE IN NET ASSETS 79,932,550
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) 2011

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
2011
Open to Public Inspection
Name of the organization
GEISINGER CLINIC
 
Employer identification number

23-6291113
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 HEALTH SYSTEM FOUNDATION

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-1995911 		PHILANTHRO PA 501C3 7 NA
 
Yes
 
(2) GEISINGER MEDICAL CENTER

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
24-0795959 		HOSPITAL PA 501C3 3 GHSF
 
Yes
 
(3) GEISINGER WYOMING VALLEY MED CTR

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-1996150 		HOSPITAL PA 501C3 3 GHSF
 
Yes
 
(4) MARWORTH

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-2171417 		D&A REHAB PA 501C3 3 GHSF
 
Yes
 
(5) GEISINGER HEALTH PLAN

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-2311553 		HEALTH INS PA 501C4   GHSF
 
Yes
 
(6) HERSHEY MEDICAL CENTER

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-2891807 		HOSPITAL PA 501C3 3 GHSF
 
Yes
 
(7) GEISINGER SYSTEM SERVICES

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-2164794 		SUPPORT SV PA 501C3 11A GHSF
 
Yes
 
(8) GEISINGER COMMUNITY HEALTH SERVICES

100 NORTH ACADEMY AVENUE MC 49-70

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

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
14-1909894 		SELF INS VT 501C3 11A GHSF
 
Yes
 
(10) GEISINGER MED CTR PROF LIAB TRUST

100 NORTH ACADEMY AVENUE MC 49-70

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

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-6852932 		SELF INS PA 501C3 11A GMC
 
Yes
 
(12) COMMUNITY MEDICAL CENTER

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
24-0862246 		HOSPITAL PA 501C3 3 GHSF
 
Yes
 
(13) COMMUNITY MEDICAL CARE INC

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-2429776 		PHYSICIAN PA 501C3 9 GHSF
 
Yes
 
(14) MEDICAL DIMENSIONS INC

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-2369788 		RE HOLDIN PA 501C2   GHSF
 
Yes
 
(15) CMC HEALTHCARE SYS MED PROF LIAB TR

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
04-6990600 		SELF INS PA 501C3 11A GHSF
 
Yes
 
(16) MOUNTAIN VIEW NURSING HOME INC

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-2568288 		LONG TERM PA 501C3 9 GHSF
 
Yes
 
(17) COMMUNITY MEDICAL CTR HEALTHCARE SY

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-2279376 		SUPPORT SV PA 501C3 11A GHSF
 
Yes
 
(18) NORTHEAST CANCER CENTER INC

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
20-1687320 		HEALTHCARE PA 501C3 3 NA
 
Yes
 
(19) HEALTH CARE CORP OF NORTHEAST PA

100 NORTH ACADEMY AVENUE MC 49-70

DANVILLE,PA17822
23-2337286 		SUPPORT SV PA 501C3 11A NA
 
Yes
 
For Privacy Act and Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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) KEYSTONE ACCOUNTABLE CARE ORG LLC

100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
45-4475297 		ACO PA NA
  		RELATED       No   Yes   33.330 %
(2) LIFESOURCE GEISINGER BLOOD CTR LLC

100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
36-4718005 		BLOOD COLL PA N/A
         No     No  
(3) MERIDIAN GEISINGER HLTH NTWRK LLC

100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
45-5484165 		ORG DL SYS NJ N/A
         No     No  
(4) HEALTHSOUTH GHS LLC

100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
72-1398803 		PHY THERAP PA N/A
         No     No  
(5) KEYSTONE ACCOUNTABLE CARE ORG LLC

100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
45-4475297 		ACO PA NA
  		RELATED       No   Yes   33.330 %
(6) LIFESOURCE GEISINGER BLOOD CTR LLC

100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
36-4718005 		BLOOD COLL PA N/A
         No     No  
(7) MERIDIAN GEISINGER HLTH NTWRK LLC

100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
45-5484165 		ORG DL SYS NJ N/A
         No     No  
(8) HEALTHSOUTH GHS LLC

100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
72-1398803 		PHY THERAP 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 49-70
DANVILLE,PA17822
23-2077663 		HOTEL/REST PA N/A
        
(2) INTERNATIONAL SHARED SERVICES INC
100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
23-2159597 		COMPUTER PA N/A
        
(3) GEISINGER INDEMNITY INSURANCE COMP
100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
23-2815174 		HLTH INSUR PA N/A
        
(4) GEISINGER QUALITY OPTIONS INC
100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
20-4275139 		HLTH INSUR PA N/A
        
(5) GEISINGER ASSURANCE COMPANY LTD
PO BOX 2196GT
  GRAND CAYMAN  
CJ
98-1016737 		INSURANCE CJ N/A
        
(6) GEISINGER MEDICAL MANAGEMENT CORP
100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
23-2077663 		HOTEL/REST PA N/A
        
(7) INTERNATIONAL SHARED SERVICES INC
100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
23-2159597 		COMPUTER PA N/A
        
(8) GEISINGER INDEMNITY INSURANCE COMP
100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
23-2815174 		HLTH INSUR PA N/A
        
(9) GEISINGER QUALITY OPTIONS INC
100 NORTH ACADEMY AVENUE MC 49-70
DANVILLE,PA17822
20-4275139 		HLTH INSUR PA N/A
        
(10) GEISINGER ASSURANCE COMPANY LTD
PO BOX 2196GT
  GRAND CAYMAN  
CJ
98-1016737 		INSURANCE CJ N/A
        
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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
Yes
 
b Gift, grant, or capital contribution to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1b
 
No
c Gift, grant, or capital contribution from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1d
Yes
 
e Loans or loan guarantees by related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1e
 
No
f Sale of assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1f
 
No
g Purchase of assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1g
 
No
h Exchange of assets with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1h
 
No
i Lease of facilities, equipment, or other assets to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1i
Yes
 
j Lease of facilities, equipment, or other assets from related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . .
1j
Yes
 
k Performance of services or membership or fundraising solicitations for related organization(s) . . . . . . . . . . . . . . . . . . . .
1k
Yes
 
l Performance of services or membership or fundraising solicitations by related organization(s) . . . . . . . . . . . . . . . . . . . .
1l
Yes
 
m Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) . . . . . . . . . . . . . . . . . . . . .
1m
 
No
n Sharing of paid employees with related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1n
 
No
o Reimbursement paid to related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1o
Yes
 
p Reimbursement paid by related organization(s) for expenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1p
Yes
 
q Other transfer of cash or property to related organization(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
1q
 
No
r Other transfer of cash or property from related 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) COMMUNITY MEDICAL CARE INC

 K 58,249 GAAP
(2) COMMUNITY MEDICAL CENTER

 K 208,509 GAAP
(3) GEISINGER ASSURANCE COMPANY LTD

 L 8,150,693 GAAP
(4) GEISINGER COMMUNITY HEALTH SERVICES

 K 904,392 GAAP
(5) GEISINGER COMMUNITY HEALTH SERVICES

 L 199,207 GAAP
(6) GEISINGER COMMUNITY HEALTH SERVICES

 A 11,704 FMV
(7) GEISINGER COMMUNITY HEALTH SERVICES

 I 39,892 FMV
(8) GEISINGER HEALTH PLAN

 L 126,192 GAAP
(9) GEISINGER HEALTH PLAN

 K 2,718,480 GAAP
(10) GEISINGER HEALTH PLAN

 K 155,799,169 GAAP
(11) GEISINGER HEALTH SYSTEM FOUNDATION

 C 2,927,004 GAAP
(12) GEISINGER HEALTH SYSTEM FOUNDATION

 B 73,000,000 GAAP
(13) GEISINGER HEALTH SYSTEM FOUNDATION

 L 2,341,600 GAAP
(14) GEISINGER INDEMNITY INSURANCE COMP

 K 11,521,649 GAAP
(15) GEISINGER INDEMNITY INSURANCE COMP

 L 72,414 GAAP
(16) GEISINGER INSURANCE CORPORATIONRRG

 L 593,760 GAAP
(17) GEISINGER INSURANCE CORPORATIONRRG

 O 5,391,913 GAAP
(18) GEISINGER MEDICAL CENTER

 A 5,280 FMV
(19) GEISINGER MEDICAL CENTER

 C 7,557,000 GAAP
(20) GEISINGER MEDICAL CENTER

 K 68,532,536 GAAP
(21) GEISINGER MEDICAL CENTER

 L 29,020,391 GAAP
(22) GEISINGER MEDICAL CENTER

 L 1,028,640 GAAP
(23) GEISINGER MEDICAL CENTER

 P 61,880,007 GAAP
(24) GEISINGER MEDICAL MANAGEMENT CORP

 A 14,998 FMV
(25) GEISINGER MEDICAL MANAGEMENT CORP

 K 569,179 GAAP
(26) GEISINGER MEDICAL MANAGEMENT CORP

 K 162,880 GAAP
(27) GEISINGER MEDICAL MANAGEMENT CORP

 L 216,381 GAAP
(28) GEISINGER QUALITY OPTIONS INC

 K 35,428,010 GAAP
(29) GEISINGER QUALITY OPTIONS INC

 K 906,914 GAAP
(30) GEISINGER SYSTEM SERVICES

 K 1,657,592 GAAP
(31) GEISINGER SYSTEM SERVICES

 L 82,028,951 GAAP
(32) GEISINGER SYSTEM SERVICES

 O 21,633,736 GAAP
(33) GEISINGER WYOMING VALLEY MED CTR

 A 1,029,173 FMV
(34) GEISINGER WYOMING VALLEY MED CTR

 C 3,390,000 GAAP
(35) GEISINGER WYOMING VALLEY MED CTR

 K 23,630,487 GAAP
(36) GEISINGER WYOMING VALLEY MED CTR

 L 16,248,915 GAAP
(37) GEISINGER WYOMING VALLEY MED CTR

 L 322,717 GAAP
(38) GEISINGER WYOMING VALLEY MED CTR

 P 4,419,997 GAAP
(39) GEISINGER WYOMING VALLEY MED CTR

 I 160,111 FMV
(40) HEALTHSOUTH GHS LLC

 A 680,875 FMV
(41) HEALTHSOUTH GHS LLC

 K 161,473 GAAP
(42) INTERNATIONAL SHARED SERVICES INC

 L 2,232,321 GAAP
(43) MARWORTH

 K 1,090,183 GAAP
(44) COMMUNITY MEDICAL CARE INC

 K 58,249 GAAP
(45) COMMUNITY MEDICAL CENTER

 K 208,509 GAAP
(46) GEISINGER ASSURANCE COMPANY LTD

 L 8,150,693 GAAP
(47) GEISINGER COMMUNITY HEALTH SERVICES

 K 904,392 GAAP
(48) GEISINGER COMMUNITY HEALTH SERVICES

 L 199,207 GAAP
(49) GEISINGER COMMUNITY HEALTH SERVICES

 A 11,704 FMV
(50) GEISINGER COMMUNITY HEALTH SERVICES

 I 39,892 FMV
(51) GEISINGER HEALTH PLAN

 L 126,192 GAAP
(52) GEISINGER HEALTH PLAN

 K 2,718,480 GAAP
(53) GEISINGER HEALTH PLAN

 K 155,799,169 GAAP
(54) GEISINGER HEALTH SYSTEM FOUNDATION

 C 2,927,004 GAAP
(55) GEISINGER HEALTH SYSTEM FOUNDATION

 B 73,000,000 GAAP
(56) GEISINGER HEALTH SYSTEM FOUNDATION

 L 2,341,600 GAAP
(57) GEISINGER INDEMNITY INSURANCE COMP

 K 11,521,649 GAAP
(58) GEISINGER INDEMNITY INSURANCE COMP

 L 72,414 GAAP
(59) GEISINGER INSURANCE CORPORATIONRRG

 L 593,760 GAAP
(60) GEISINGER INSURANCE CORPORATIONRRG

 O 5,391,913 GAAP
(61) GEISINGER MEDICAL CENTER

 A 5,280 FMV
(62) GEISINGER MEDICAL CENTER

 C 7,557,000 GAAP
(63) GEISINGER MEDICAL CENTER

 K 68,532,536 GAAP
(64) GEISINGER MEDICAL CENTER

 L 29,020,391 GAAP
(65) GEISINGER MEDICAL CENTER

 L 1,028,640 GAAP
(66) GEISINGER MEDICAL CENTER

 P 61,880,007 GAAP
(67) GEISINGER MEDICAL MANAGEMENT CORP

 A 14,998 FMV
(68) GEISINGER MEDICAL MANAGEMENT CORP

 K 569,179 GAAP
(69) GEISINGER MEDICAL MANAGEMENT CORP

 K 162,880 GAAP
(70) GEISINGER MEDICAL MANAGEMENT CORP

 L 216,381 GAAP
(71) GEISINGER QUALITY OPTIONS INC

 K 35,428,010 GAAP
(72) GEISINGER QUALITY OPTIONS INC

 K 906,914 GAAP
(73) GEISINGER SYSTEM SERVICES

 K 1,657,592 GAAP
(74) GEISINGER SYSTEM SERVICES

 L 82,028,951 GAAP
(75) GEISINGER SYSTEM SERVICES

 O 21,633,736 GAAP
(76) GEISINGER WYOMING VALLEY MED CTR

 A 1,029,173 FMV
(77) GEISINGER WYOMING VALLEY MED CTR

 C 3,390,000 GAAP
(78) GEISINGER WYOMING VALLEY MED CTR

 K 23,630,487 GAAP
(79) GEISINGER WYOMING VALLEY MED CTR

 L 16,248,915 GAAP
(80) GEISINGER WYOMING VALLEY MED CTR

 L 322,717 GAAP
(81) GEISINGER WYOMING VALLEY MED CTR

 P 4,419,997 GAAP
(82) GEISINGER WYOMING VALLEY MED CTR

 I 160,111 FMV
(83) HEALTHSOUTH GHS LLC

 A 680,875 FMV
(84) HEALTHSOUTH GHS LLC

 K 161,473 GAAP
(85) INTERNATIONAL SHARED SERVICES INC

 L 2,232,321 GAAP
(86) MARWORTH

 K 1,090,183 GAAP
(87) COMMUNITY MEDICAL CARE INC

 K 58,249 GAAP
(88) COMMUNITY MEDICAL CENTER

 K 208,509 GAAP
(89) GEISINGER ASSURANCE COMPANY LTD

 L 8,150,693 GAAP
(90) GEISINGER COMMUNITY HEALTH SERVICES

 K 904,392 GAAP
(91) GEISINGER COMMUNITY HEALTH SERVICES

 L 199,207 GAAP
(92) GEISINGER COMMUNITY HEALTH SERVICES

 A 11,704 FMV
(93) GEISINGER COMMUNITY HEALTH SERVICES

 I 39,892 FMV
(94) GEISINGER HEALTH PLAN

 L 126,192 GAAP
(95) GEISINGER HEALTH PLAN

 K 2,718,480 GAAP
(96) GEISINGER HEALTH PLAN

 K 155,799,169 GAAP
(97) GEISINGER HEALTH SYSTEM FOUNDATION

 C 2,927,004 GAAP
(98) GEISINGER HEALTH SYSTEM FOUNDATION

 B 73,000,000 GAAP
(99) GEISINGER HEALTH SYSTEM FOUNDATION

 L 2,341,600 GAAP
(100) GEISINGER INDEMNITY INSURANCE COMP

 K 11,521,649 GAAP
(101) GEISINGER INDEMNITY INSURANCE COMP

 L 72,414 GAAP
(102) GEISINGER INSURANCE CORPORATIONRRG

 L 593,760 GAAP
(103) GEISINGER INSURANCE CORPORATIONRRG

 O 5,391,913 GAAP
(104) GEISINGER MEDICAL CENTER

 A 5,280 FMV
(105) GEISINGER MEDICAL CENTER

 C 7,557,000 GAAP
(106) GEISINGER MEDICAL CENTER

 K 68,532,536 GAAP
(107) GEISINGER MEDICAL CENTER

 L 29,020,391 GAAP
(108) GEISINGER MEDICAL CENTER

 L 1,028,640 GAAP
(109) GEISINGER MEDICAL CENTER

 P 61,880,007 GAAP
(110) GEISINGER MEDICAL MANAGEMENT CORP

 A 14,998 FMV
(111) GEISINGER MEDICAL MANAGEMENT CORP

 K 569,179 GAAP
(112) GEISINGER MEDICAL MANAGEMENT CORP

 K 162,880 GAAP
(113) GEISINGER MEDICAL MANAGEMENT CORP

 L 216,381 GAAP
(114) GEISINGER QUALITY OPTIONS INC

 K 35,428,010 GAAP
(115) GEISINGER QUALITY OPTIONS INC

 K 906,914 GAAP
(116) GEISINGER SYSTEM SERVICES

 K 1,657,592 GAAP
(117) GEISINGER SYSTEM SERVICES

 L 82,028,951 GAAP
(118) GEISINGER SYSTEM SERVICES

 O 21,633,736 GAAP
(119) GEISINGER WYOMING VALLEY MED CTR

 A 1,029,173 FMV
(120) GEISINGER WYOMING VALLEY MED CTR

 C 3,390,000 GAAP
(121) GEISINGER WYOMING VALLEY MED CTR

 K 23,630,487 GAAP
(122) GEISINGER WYOMING VALLEY MED CTR

 L 16,248,915 GAAP
(123) GEISINGER WYOMING VALLEY MED CTR

 L 322,717 GAAP
(124) GEISINGER WYOMING VALLEY MED CTR

 P 4,419,997 GAAP
(125) GEISINGER WYOMING VALLEY MED CTR

 I 160,111 FMV
(126) HEALTHSOUTH GHS LLC

 A 680,875 FMV
(127) HEALTHSOUTH GHS LLC

 K 161,473 GAAP
(128) INTERNATIONAL SHARED SERVICES INC

 L 2,232,321 GAAP
(129) MARWORTH

 K 1,090,183 GAAP
(130) COMMUNITY MEDICAL CARE INC

 K 58,249 GAAP
(131) COMMUNITY MEDICAL CENTER

 K 208,509 GAAP
(132) GEISINGER ASSURANCE COMPANY LTD

 L 8,150,693 GAAP
(133) GEISINGER COMMUNITY HEALTH SERVICES

 K 904,392 GAAP
(134) GEISINGER COMMUNITY HEALTH SERVICES

 L 199,207 GAAP
(135) GEISINGER COMMUNITY HEALTH SERVICES

 A 11,704 FMV
(136) GEISINGER COMMUNITY HEALTH SERVICES

 I 39,892 FMV
(137) GEISINGER HEALTH PLAN

 L 126,192 GAAP
(138) GEISINGER HEALTH PLAN

 K 2,718,480 GAAP
(139) GEISINGER HEALTH PLAN

 K 155,799,169 GAAP
(140) GEISINGER HEALTH SYSTEM FOUNDATION

 C 2,927,004 GAAP
(141) GEISINGER HEALTH SYSTEM FOUNDATION

 B 73,000,000 GAAP
(142) GEISINGER HEALTH SYSTEM FOUNDATION

 L 2,341,600 GAAP
(143) GEISINGER INDEMNITY INSURANCE COMP

 K 11,521,649 GAAP
(144) GEISINGER INDEMNITY INSURANCE COMP

 L 72,414 GAAP
(145) GEISINGER INSURANCE CORPORATIONRRG

 L 593,760 GAAP
(146) GEISINGER INSURANCE CORPORATIONRRG

 O 5,391,913 GAAP
(147) GEISINGER MEDICAL CENTER

 A 5,280 FMV
(148) GEISINGER MEDICAL CENTER

 C 7,557,000 GAAP
(149) GEISINGER MEDICAL CENTER

 K 68,532,536 GAAP
(150) GEISINGER MEDICAL CENTER

 L 29,020,391 GAAP
(151) GEISINGER MEDICAL CENTER

 L 1,028,640 GAAP
(152) GEISINGER MEDICAL CENTER

 P 61,880,007 GAAP
(153) GEISINGER MEDICAL MANAGEMENT CORP

 A 14,998 FMV
(154) GEISINGER MEDICAL MANAGEMENT CORP

 K 569,179 GAAP
(155) GEISINGER MEDICAL MANAGEMENT CORP

 K 162,880 GAAP
(156) GEISINGER MEDICAL MANAGEMENT CORP

 L 216,381 GAAP
(157) GEISINGER QUALITY OPTIONS INC

 K 35,428,010 GAAP
(158) GEISINGER QUALITY OPTIONS INC

 K 906,914 GAAP
(159) GEISINGER SYSTEM SERVICES

 K 1,657,592 GAAP
(160) GEISINGER SYSTEM SERVICES

 L 82,028,951 GAAP
(161) GEISINGER SYSTEM SERVICES

 O 21,633,736 GAAP
(162) GEISINGER WYOMING VALLEY MED CTR

 A 1,029,173 FMV
(163) GEISINGER WYOMING VALLEY MED CTR

 C 3,390,000 GAAP
(164) GEISINGER WYOMING VALLEY MED CTR

 K 23,630,487 GAAP
(165) GEISINGER WYOMING VALLEY MED CTR

 L 16,248,915 GAAP
(166) GEISINGER WYOMING VALLEY MED CTR

 L 322,717 GAAP
(167) GEISINGER WYOMING VALLEY MED CTR

 P 4,419,997 GAAP
(168) GEISINGER WYOMING VALLEY MED CTR

 I 160,111 FMV
(169) HEALTHSOUTH GHS LLC

 A 680,875 FMV
(170) HEALTHSOUTH GHS LLC

 K 161,473 GAAP
(171) INTERNATIONAL SHARED SERVICES INC

 L 2,232,321 GAAP
(172) MARWORTH

 K 1,090,183 GAAP
(173) COMMUNITY MEDICAL CARE INC

 K 58,249 GAAP
(174) COMMUNITY MEDICAL CENTER

 K 208,509 GAAP
(175) GEISINGER ASSURANCE COMPANY LTD

 L 8,150,693 GAAP
(176) GEISINGER COMMUNITY HEALTH SERVICES

 K 904,392 GAAP
(177) GEISINGER COMMUNITY HEALTH SERVICES

 L 199,207 GAAP
(178) GEISINGER COMMUNITY HEALTH SERVICES

 A 11,704 FMV
(179) GEISINGER COMMUNITY HEALTH SERVICES

 I 39,892 FMV
(180) GEISINGER HEALTH PLAN

 L 126,192 GAAP
(181) GEISINGER HEALTH PLAN

 K 2,718,480 GAAP
(182) GEISINGER HEALTH PLAN

 K 155,799,169 GAAP
(183) GEISINGER HEALTH SYSTEM FOUNDATION

 C 2,927,004 GAAP
(184) GEISINGER HEALTH SYSTEM FOUNDATION

 B 73,000,000 GAAP
(185) GEISINGER HEALTH SYSTEM FOUNDATION

 L 2,341,600 GAAP
(186) GEISINGER INDEMNITY INSURANCE COMP

 K 11,521,649 GAAP
(187) GEISINGER INDEMNITY INSURANCE COMP

 L 72,414 GAAP
(188) GEISINGER INSURANCE CORPORATIONRRG

 L 593,760 GAAP
(189) GEISINGER INSURANCE CORPORATIONRRG

 O 5,391,913 GAAP
(190) GEISINGER MEDICAL CENTER

 A 5,280 FMV
(191) GEISINGER MEDICAL CENTER

 C 7,557,000 GAAP
(192) GEISINGER MEDICAL CENTER

 K 68,532,536 GAAP
(193) GEISINGER MEDICAL CENTER

 L 29,020,391 GAAP
(194) GEISINGER MEDICAL CENTER

 L 1,028,640 GAAP
(195) GEISINGER MEDICAL CENTER

 P 61,880,007 GAAP
(196) GEISINGER MEDICAL MANAGEMENT CORP

 A 14,998 FMV
(197) GEISINGER MEDICAL MANAGEMENT CORP

 K 569,179 GAAP
(198) GEISINGER MEDICAL MANAGEMENT CORP

 K 162,880 GAAP
(199) GEISINGER MEDICAL MANAGEMENT CORP

 L 216,381 GAAP
(200) GEISINGER QUALITY OPTIONS INC

 K 35,428,010 GAAP
(201) GEISINGER QUALITY OPTIONS INC

 K 906,914 GAAP
(202) GEISINGER SYSTEM SERVICES

 K 1,657,592 GAAP
(203) GEISINGER SYSTEM SERVICES

 L 82,028,951 GAAP
(204) GEISINGER SYSTEM SERVICES

 O 21,633,736 GAAP
(205) GEISINGER WYOMING VALLEY MED CTR

 A 1,029,173 FMV
(206) GEISINGER WYOMING VALLEY MED CTR

 C 3,390,000 GAAP
(207) GEISINGER WYOMING VALLEY MED CTR

 K 23,630,487 GAAP
(208) GEISINGER WYOMING VALLEY MED CTR

 L 16,248,915 GAAP
(209) GEISINGER WYOMING VALLEY MED CTR

 L 322,717 GAAP
(210) GEISINGER WYOMING VALLEY MED CTR

 P 4,419,997 GAAP
(211) GEISINGER WYOMING VALLEY MED CTR

 I 160,111 FMV
(212) HEALTHSOUTH GHS LLC

 A 680,875 FMV
(213) HEALTHSOUTH GHS LLC

 K 161,473 GAAP
(214) INTERNATIONAL SHARED SERVICES INC

 L 2,232,321 GAAP
(215) MARWORTH

 K 1,090,183 GAAP
(216) COMMUNITY MEDICAL CARE INC

 K 58,249 GAAP
(217) COMMUNITY MEDICAL CENTER

 K 208,509 GAAP
(218) GEISINGER ASSURANCE COMPANY LTD

 L 8,150,693 GAAP
(219) GEISINGER COMMUNITY HEALTH SERVICES

 K 904,392 GAAP
(220) GEISINGER COMMUNITY HEALTH SERVICES

 L 199,207 GAAP
(221) GEISINGER COMMUNITY HEALTH SERVICES

 A 11,704 FMV
(222) GEISINGER COMMUNITY HEALTH SERVICES

 I 39,892 FMV
(223) GEISINGER HEALTH PLAN

 L 126,192 GAAP
(224) GEISINGER HEALTH PLAN

 K 2,718,480 GAAP
(225) GEISINGER HEALTH PLAN

 K 155,799,169 GAAP
(226) GEISINGER HEALTH SYSTEM FOUNDATION

 C 2,927,004 GAAP
(227) GEISINGER HEALTH SYSTEM FOUNDATION

 B 73,000,000 GAAP
(228) GEISINGER HEALTH SYSTEM FOUNDATION

 L 2,341,600 GAAP
(229) GEISINGER INDEMNITY INSURANCE COMP

 K 11,521,649 GAAP
(230) GEISINGER INDEMNITY INSURANCE COMP

 L 72,414 GAAP
(231) GEISINGER INSURANCE CORPORATIONRRG

 L 593,760 GAAP
(232) GEISINGER INSURANCE CORPORATIONRRG

 O 5,391,913 GAAP
(233) GEISINGER MEDICAL CENTER

 A 5,280 FMV
(234) GEISINGER MEDICAL CENTER

 C 7,557,000 GAAP
(235) GEISINGER MEDICAL CENTER

 K 68,532,536 GAAP
(236) GEISINGER MEDICAL CENTER

 L 29,020,391 GAAP
(237) GEISINGER MEDICAL CENTER

 L 1,028,640 GAAP
(238) GEISINGER MEDICAL CENTER

 P 61,880,007 GAAP
(239) GEISINGER MEDICAL MANAGEMENT CORP

 A 14,998 FMV
(240) GEISINGER MEDICAL MANAGEMENT CORP

 K 569,179 GAAP
(241) GEISINGER MEDICAL MANAGEMENT CORP

 K 162,880 GAAP
(242) GEISINGER MEDICAL MANAGEMENT CORP

 L 216,381 GAAP
(243) GEISINGER QUALITY OPTIONS INC

 K 35,428,010 GAAP
(244) GEISINGER QUALITY OPTIONS INC

 K 906,914 GAAP
(245) GEISINGER SYSTEM SERVICES

 K 1,657,592 GAAP
(246) GEISINGER SYSTEM SERVICES

 L 82,028,951 GAAP
(247) GEISINGER SYSTEM SERVICES

 O 21,633,736 GAAP
(248) GEISINGER WYOMING VALLEY MED CTR

 A 1,029,173 FMV
(249) GEISINGER WYOMING VALLEY MED CTR

 C 3,390,000 GAAP
(250) GEISINGER WYOMING VALLEY MED CTR

 K 23,630,487 GAAP
(251) GEISINGER WYOMING VALLEY MED CTR

 L 16,248,915 GAAP
(252) GEISINGER WYOMING VALLEY MED CTR

 L 322,717 GAAP
(253) GEISINGER WYOMING VALLEY MED CTR

 P 4,419,997 GAAP
(254) GEISINGER WYOMING VALLEY MED CTR

 I 160,111 FMV
(255) HEALTHSOUTH GHS LLC

 A 680,875 FMV
(256) HEALTHSOUTH GHS LLC

 K 161,473 GAAP
(257) INTERNATIONAL SHARED SERVICES INC

 L 2,232,321 GAAP
(258) MARWORTH

 K 1,090,183 GAAP
(259) COMMUNITY MEDICAL CARE INC

 K 58,249 GAAP
(260) COMMUNITY MEDICAL CENTER

 K 208,509 GAAP
(261) GEISINGER ASSURANCE COMPANY LTD

 L 8,150,693 GAAP
(262) GEISINGER COMMUNITY HEALTH SERVICES

 K 904,392 GAAP
(263) GEISINGER COMMUNITY HEALTH SERVICES

 L 199,207 GAAP
(264) GEISINGER COMMUNITY HEALTH SERVICES

 A 11,704 FMV
(265) GEISINGER COMMUNITY HEALTH SERVICES

 I 39,892 FMV
(266) GEISINGER HEALTH PLAN

 L 126,192 GAAP
(267) GEISINGER HEALTH PLAN

 K 2,718,480 GAAP
(268) GEISINGER HEALTH PLAN

 K 155,799,169 GAAP
(269) GEISINGER HEALTH SYSTEM FOUNDATION

 C 2,927,004 GAAP
(270) GEISINGER HEALTH SYSTEM FOUNDATION

 B 73,000,000 GAAP
(271) GEISINGER HEALTH SYSTEM FOUNDATION

 L 2,341,600 GAAP
(272) GEISINGER INDEMNITY INSURANCE COMP

 K 11,521,649 GAAP
(273) GEISINGER INDEMNITY INSURANCE COMP

 L 72,414 GAAP
(274) GEISINGER INSURANCE CORPORATIONRRG

 L 593,760 GAAP
(275) GEISINGER INSURANCE CORPORATIONRRG

 O 5,391,913 GAAP
(276) GEISINGER MEDICAL CENTER

 A 5,280 FMV
(277) GEISINGER MEDICAL CENTER

 C 7,557,000 GAAP
(278) GEISINGER MEDICAL CENTER

 K 68,532,536 GAAP
(279) GEISINGER MEDICAL CENTER

 L 29,020,391 GAAP
(280) GEISINGER MEDICAL CENTER

 L 1,028,640 GAAP
(281) GEISINGER MEDICAL CENTER

 P 61,880,007 GAAP
(282) GEISINGER MEDICAL MANAGEMENT CORP

 A 14,998 FMV
(283) GEISINGER MEDICAL MANAGEMENT CORP

 K 569,179 GAAP
(284) GEISINGER MEDICAL MANAGEMENT CORP

 K 162,880 GAAP
(285) GEISINGER MEDICAL MANAGEMENT CORP

 L 216,381 GAAP
(286) GEISINGER QUALITY OPTIONS INC

 K 35,428,010 GAAP
(287) GEISINGER QUALITY OPTIONS INC

 K 906,914 GAAP
(288) GEISINGER SYSTEM SERVICES

 K 1,657,592 GAAP
(289) GEISINGER SYSTEM SERVICES

 L 82,028,951 GAAP
(290) GEISINGER SYSTEM SERVICES

 O 21,633,736 GAAP
(291) GEISINGER WYOMING VALLEY MED CTR

 A 1,029,173 FMV
(292) GEISINGER WYOMING VALLEY MED CTR

 C 3,390,000 GAAP
(293) GEISINGER WYOMING VALLEY MED CTR

 K 23,630,487 GAAP
(294) GEISINGER WYOMING VALLEY MED CTR

 L 16,248,915 GAAP
(295) GEISINGER WYOMING VALLEY MED CTR

 L 322,717 GAAP
(296) GEISINGER WYOMING VALLEY MED CTR

 P 4,419,997 GAAP
(297) GEISINGER WYOMING VALLEY MED CTR

 I 160,111 FMV
(298) HEALTHSOUTH GHS LLC

 A 680,875 FMV
(299) HEALTHSOUTH GHS LLC

 K 161,473 GAAP
(300) INTERNATIONAL SHARED SERVICES INC

 L 2,232,321 GAAP
(301) MARWORTH

 K 1,090,183 GAAP
(302) COMMUNITY MEDICAL CARE INC

 K 58,249 GAAP
(303) COMMUNITY MEDICAL CENTER

 K 208,509 GAAP
(304) GEISINGER ASSURANCE COMPANY LTD

 L 8,150,693 GAAP
(305) GEISINGER COMMUNITY HEALTH SERVICES

 K 904,392 GAAP
(306) GEISINGER COMMUNITY HEALTH SERVICES

 L 199,207 GAAP
(307) GEISINGER COMMUNITY HEALTH SERVICES

 A 11,704 FMV
(308) GEISINGER COMMUNITY HEALTH SERVICES

 I 39,892 FMV
(309) GEISINGER HEALTH PLAN

 L 126,192 GAAP
(310) GEISINGER HEALTH PLAN

 K 2,718,480 GAAP
(311) GEISINGER HEALTH PLAN

 K 155,799,169 GAAP
(312) GEISINGER HEALTH SYSTEM FOUNDATION

 C 2,927,004 GAAP
(313) GEISINGER HEALTH SYSTEM FOUNDATION

 B 73,000,000 GAAP
(314) GEISINGER HEALTH SYSTEM FOUNDATION

 L 2,341,600 GAAP
(315) GEISINGER INDEMNITY INSURANCE COMP

 K 11,521,649 GAAP
(316) GEISINGER INDEMNITY INSURANCE COMP

 L 72,414 GAAP
(317) GEISINGER INSURANCE CORPORATIONRRG

 L 593,760 GAAP
(318) GEISINGER INSURANCE CORPORATIONRRG

 O 5,391,913 GAAP
(319) GEISINGER MEDICAL CENTER

 A 5,280 FMV
(320) GEISINGER MEDICAL CENTER

 C 7,557,000 GAAP
(321) GEISINGER MEDICAL CENTER

 K 68,532,536 GAAP
(322) GEISINGER MEDICAL CENTER

 L 29,020,391 GAAP
(323) GEISINGER MEDICAL CENTER

 L 1,028,640 GAAP
(324) GEISINGER MEDICAL CENTER

 P 61,880,007 GAAP
(325) GEISINGER MEDICAL MANAGEMENT CORP

 A 14,998 FMV
(326) GEISINGER MEDICAL MANAGEMENT CORP

 K 569,179 GAAP
(327) GEISINGER MEDICAL MANAGEMENT CORP

 K 162,880 GAAP
(328) GEISINGER MEDICAL MANAGEMENT CORP

 L 216,381 GAAP
(329) GEISINGER QUALITY OPTIONS INC

 K 35,428,010 GAAP
(330) GEISINGER QUALITY OPTIONS INC

 K 906,914 GAAP
(331) GEISINGER SYSTEM SERVICES

 K 1,657,592 GAAP
(332) GEISINGER SYSTEM SERVICES

 L 82,028,951 GAAP
(333) GEISINGER SYSTEM SERVICES

 O 21,633,736 GAAP
(334) GEISINGER WYOMING VALLEY MED CTR

 A 1,029,173 FMV
(335) GEISINGER WYOMING VALLEY MED CTR

 C 3,390,000 GAAP
(336) GEISINGER WYOMING VALLEY MED CTR

 K 23,630,487 GAAP
(337) GEISINGER WYOMING VALLEY MED CTR

 L 16,248,915 GAAP
(338) GEISINGER WYOMING VALLEY MED CTR

 L 322,717 GAAP
(339) GEISINGER WYOMING VALLEY MED CTR

 P 4,419,997 GAAP
(340) GEISINGER WYOMING VALLEY MED CTR

 I 160,111 FMV
(341) HEALTHSOUTH GHS LLC

 A 680,875 FMV
(342) HEALTHSOUTH GHS LLC

 K 161,473 GAAP
(343) INTERNATIONAL SHARED SERVICES INC

 L 2,232,321 GAAP
(344) MARWORTH

 K 1,090,183 GAAP
Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(e)
Are all
partners
section
501(c)(3)
organizations? 		(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 Yes No






























Schedule R (Form 990) 2011
Schedule R (Form 990) 2011
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 CLINIC 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


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