Form990


Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations)
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
A For the 2024 calendar year, or tax year beginning 01-01-2024 , and ending 12-31-2024
BCheck if applicable:
CName of organization
GENESIS HEALTHCARE SYSTEM
 
 
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
2951 MAPLE AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ZANESVILLE, OH43701
D Employer identification number

31-1480941
E Telephone number

G Gross receipts $ 761,724,849
F Name and address of principal officer:
MATTHEW PERRY
2951 MAPLE AVENUE
ZANESVILLE,OH43701
I
Tax-exempt status: (   ) (insert no.) or
J
Website:
WWW.GENESISHCS.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. See instructions.
H(c)
Group exemption number 3727
K Form of organization:  
L Year of formation: 1997
M State of legal domicile: OH
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: IN 1997, GOOD SAMARITAN MEDICAL CENTER AND BETHESDA HOSPITAL ASSOCIATION, A TAX-EXEMPT COMMUNITY HOSPITAL ALSO LOCATED IN ZANESVILLE, AFFILIATED TO FORM GENESIS HEALTHCARE SYSTEM. GENESIS HAS BEEN GRANTED 501C3 STATUS AS A HOSPITAL. ALL HOSPITAL OPERATIONS AND ASSETS OF GOOD SAMARITAN MEDICAL CENTER WERE TRANSFERRED TO GENESIS WITH THE EXCEPTION OF CERTAIN INVESTMENTS. GOOD SAMARITAN MEDICAL CENTER WILL CONTINUE TO HAVE CONTROL OVER CERTAIN INVESTMENTS WHICH ARE BEING USED BY THE GENESIS HEALTHCARE SYSTEM IN FULFILLING ITS TAX-EXEMPT PURPOSE.
2 Check this box
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 19
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 16
5 Total number of individuals employed in calendar year 2024 (Part V, line 2a) ...... 5 4,004
6 Total number of volunteers (estimate if necessary) ............. 6 422
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 228,370
b Net unrelated business taxable income from Form 990-T, Part I, line 11 ......... 7b 0
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 18,641,321 1,772,542
9 Program service revenue (Part VIII, line 2g) ......... 586,584,271 657,399,061
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... -1,156,020 11,563,560
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 65,286,643 89,173,421
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 669,356,215 759,908,584
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 718,365 572,423
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 237,791,185 248,265,468
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) 0    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 364,370,333 413,983,822
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 602,879,883 662,821,713
19 Revenue less expenses. Subtract line 18 from line 12....... 66,476,332 97,086,871
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 626,849,932 728,114,752
21 Total liabilities (Part X, line 26)............. 370,672,998 467,221,552
22 Net assets or fund balances. Subtract line 21 from line 20..... 256,176,934 260,893,200
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
Signature of officer Date
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name

Firm's EIN
Firm's address



Phone no.
May the IRS discuss this return with the preparer shown above? See Instructions. ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2024)
Form 990 (2024)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III..............
1
Briefly describe the organization’s mission: WE SERVE OUR COMMUNITY BY HELPING EACH PERSON ACHIEVE THEIR OPTIMAL HEALTH AND WELL-BEING BY PROVIDING COMPASSIONATE, EXCEPTIONAL, AND AFFORDABLE HEALTHCARE SERVICES.
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 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 $ 520,594,877 including grants of $ 572,423 ) (Revenue $ 744,765,373 )
GENESIS PROVIDES ACUTE CARE SERVICES INCLUDING MEDICAL, SURGICAL, OBSTETRICAL, PEDIATRIC AND CRITICAL CARE. GENESIS PROVIDES A WIDE RANGE OF DIAGNOSTIC AND SUPPORT SERVICES FOR INPATIENTS AND OUTPATIENTS. THESE SERVICES ARE COMPRISED OF LABORATORY, IMAGING SERVICES, CARDIAC, AND PHARMACY. LABORATORY SERVICES INCLUDE CHEMISTRY, PATHOLOGY, MICROBIOLOGY, HEMATOLOGY, CYTOLOGY, AND PHLEBOTOMY. IMAGING SERVICES INCLUDES RADIOLOGY, NUCLEAR MEDICINE, MRI, ULTRASOUND, CT SCAN, PET SCAN, MAMMOGRAPHY AND BONE DENSITY SCANNING.GENESIS HEART & VASCULAR SERVICES PROVIDE NEEDED HEART CARE FROM PREVENTION TO REHABILITATION. OUR BOARD-CERTIFIED SPECIALISTS INCLUDE CARDIOLOGISTS, CARDIOTHORACIC VASCULAR SURGEONS, ELECTROPHYSIOLOGISTS, INTERVENTIONAL CARDIOLOGISTS, CARDIAC ANESTHESIOLOGISTS AND CARDIAC REHAB SPECIALISTS. THE CARDIOTHORACIC AND VASCULAR SURGICAL TEAMS PERFORM A WIDE VARIETY OF COMPLEX AND HIGH-RISK CARDIAC, THORACIC AND VASCULAR PROCEDURES INCLUDING OPEN HEART SURGERY. OUR CARDIAC TEAM TAKES OUR PATIENTS FROM EVALUATION AND DIAGNOSIS THROUGH LIFESTYLE CHANGES AND TREATMENTS. ALSO INCLUDED IN OUR CARDIAC SERVICES ARE OUR CLINICS AND SPECIALTY PROGRAMS. THESE INCLUDE AN ANTICOAGULATION CLINIC, A CONGESTIVE HEART FAILURE CLINIC, A DEVICE CLINIC, A VEIN CLINIC AND A CARDIAC REHABILITATION PROGRAM. GENESIS IS AN ACCREDITED CHEST PAIN CENTER WITH PCI, AN ACCREDITED ECHOCARDIOGRAPHY FACILITY. RESPIRATORY SERVICES - GENESIS RESPIRATORY & LUNG PROVIDES SERVICES FOR A VARIETY OF LUNG CONDITIONS AND DISEASES INCLUDING LUNG SURGERIES AND RESPIRATORY THERAPY. OUR TEAM, INCLUDING BOARD-CERTIFIED PULMONOLOGISTS, PROVIDE CARE AND TREATMENT FOR PATIENTS WITH PNEUMONIA, LUNG CANCER, BLACK LUNG DISEASE, RESPIRATORY FAILURE, COLLAPSED LUNG, AND OTHER PLEURAL DISEASES. THE GENESIS ORTHOPEDIC TEAM OF BOARD-CERTIFIED SURGEONS, SPECIALLY TRAINED NURSES, AND REHABILITATION THERAPISTS WORK TOGETHER TO DIAGNOSE AND TREAT THE MUSCULOSKELETAL ISSUES OF OUR PATIENTS. SERVICES RANGE FROM ADVANCED IMAGING TESTING THROUGH TO REHABILITATION. SURGICAL SURGERIES INCLUDE NUMEROUS PROCEDURES INCLUDING REPLACEMENT OF THE HIP, KNEE, OR SHOULDER AS WELL AS VARIOUS SURGERIES INVOLVING THE HAND. THE SPECIALIZED REHABILITATION PROGRAM SPEEDS RECOVERY AFTER A SERIOUS INJURY OR SURGERY RELATED TO A BONE, JOINT, LIGAMENT, TENDON OR MUSCLE. IN ADDITION TO PHYSICAL AND OCCUPATIONAL THERAPY, GENESIS ALSO PROVIDES AMPUTEE AND PROSTHETICS THERAPY AND TRAINING. IN 2023, GENESIS COSHOCTON MEDICAL CENTER OPENED. THIS IS A NEWLY CONSTRUCTED ACUTE CARE HOSPITAL FACILITY. COSHOCTION PROVIDES A WIDE RANGE OF SERVICES INCLUDING A 24/7 EMERGENCY DEPARTMENT, AN OUTPATIENT SURGERY CENTER, AN OVERNIGHT OBSERVATION UNIT, A LABORATORY, CARDIAC DIAGNOSTICS, RESPIRATORY THERAPY, PHYSICAL THERAPY, OCCUPATIONAL THERAPY, SPEECH THERAPY, PHYSICIAN SPECIALISTS, AND AN IMAGING DEPARTMENT THAT OFFERS MRI, CT, X-RAY, 3D MAMMOGRAPHY, AND ULTRASOUND SERVICES.GENESIS HAS INCREASED IN VISISBILITY IN HOSPICE AND PALLITATIVE CARE IN THE COMMUNITY. GENESIS HOSPICE AND PALLIATIVE CARE PROVIDES SPECIAL CARE FOR PEOPLE WHO ARE TERMINALLY ILL. THIS INVOLVES A TEAM-ORIENTED APPROACH THAT ADDRESSES THE MEDICAL, PHYSICAL, SOCIAL, EMOTIONAL, AND SPIRITUAL NEEDS OF THE PATIENT. HOSPICE ALSO PROVIDES SUPPORT TO THE PATIENT'S FAMILY OR CAREGIVER.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expenses520,594,877
Form 990 (2024)
Form 990 (2024)
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
List of Attached Documents:
// Content
.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors? See instructions. Click to see attachment
List of Attached Documents:
// Content
...
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
List of Attached Documents:
// Content
.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part IIClick to see attachment
List of Attached Documents:
// Content
.........
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 Rev. Proc. 98-19? If "Yes," complete Schedule C, Part IIIClick to see attachment
List of Attached Documents:
// Content
..
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
List of Attached Documents:
// Content
.........................
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
List of Attached Documents:
// Content
....
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes,"
complete Schedule D,
Part IIIClick to see attachment
List of Attached Documents:
// Content
..............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; 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
List of Attached Documents:
// Content
..............
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 V......
10
 
No
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, line 10? If "Yes," complete
Schedule D,
Part VI. Click to see attachment
List of Attached Documents:
// Content
...................
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 VIIClick to see attachment
List of Attached Documents:
// Content
.......
11b
 
No
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 VIIIClick to see attachment
List of Attached Documents:
// Content
.......
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 IXClick to see attachment
List of Attached Documents:
// Content
............
11d
Yes
 
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
List of Attached Documents:
// Content
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 XClick to see attachment
List of Attached Documents:
// Content
11f
Yes
 
12a
Did the organization obtain separate, independent audited financial statements for the tax year? If "Yes," complete
Schedule D, Parts XI and XII
Click to see attachment
List of Attached Documents:
// Content
......................
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 and XII is optional Click to see attachment
List of Attached Documents:
// Content
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, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
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. See instructions. ....
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 hospital facilities? If "Yes," complete Schedule H....Click to see attachment
List of Attached Documents:
// Content
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see attachment
List of Attached Documents:
// Content
20b
Yes
 
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
List of Attached Documents:
// Content
21
Yes
 
Form 990 (2024)
Form 990 (2024)
Page 4
Part IV
Checklist of Required Schedules (continued)
Yes
No
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
List of Attached Documents:
// Content
22
 
No
23
Did the organization answer "Yes" to Part VII, Section A, line 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
List of Attached Documents:
// Content
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 lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............Click to see attachment
List of Attached Documents:
// Content
24a
Yes
 
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
No
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
No
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
No
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I ....
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.......................
25b
 
No
26
Did the organization report any amount on Part X, line 5 or 22 for receivables from or payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part II...........
26
 
No
27
Did the organization provide a grant or other assistance to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or employee thereof, a grant selection committee member, or to a 35% controlled entity (including an employee thereof) or family member of any of these persons?
If "Yes," complete
Schedule L, Part III.........................
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see the Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, key employee, creator or founder, or substantial contributor? If "Yes," complete Schedule L, Part IV......................
28a
 
No
b
A family member of any individual described in line 28a? If "Yes," complete Schedule L, Part IV.....
28b
 
No
c
A 35% controlled entity of one or more individuals and/or organizations described in line 28a or 28b? If "Yes," complete Schedule L, Part IV.....................
28c
 
No
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
List of Attached Documents:
// Content
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
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
List of Attached Documents:
// Content
36
 
No
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
List of Attached Documents:
// Content
37
 
No
38
Did the organization complete Schedule O and provide explanations on Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in box 3 of Form 1096. Enter -0- if not applicable ..
1a
306
b
Enter the number of Forms W-2G included on 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
 
Form 990 (2024)
Form 990 (2024)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance (continued)
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
4,004
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
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” to line 3b, 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, securities account, or other financial account)? ..
4a
Yes
 
b
If "Yes," enter the name of the foreign country: CJ
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
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 as charitable contributions? ...
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. Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? ........
8
 
 
9
Sponsoring organizations maintaining donor advised funds.
a
Did the sponsoring organization make any taxable distributions under section 4966?........
9a
 
 
b
Did the sponsoring 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. See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the 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 amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
15
Is the organization subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or excess parachute payment(s) during the year? ....................
If "Yes," see the instructions and file Form 4720, Schedule N.
15
 
No
16
Is the organization an educational institution subject to the section 4968 excise tax on net investment income? ..
If "Yes," complete Form 4720, Schedule O.
16
 
No
17
Section 501(c)(21) organizations. Did the trust, or any disqualified or other person engage in any activities that would result in the imposition of an excise tax under section 4951, 4952, or 4953? ..
If "Yes," complete Form 6069.
17
 
 
Form 990 (2024)
Form 990 (2024)
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 or note to any line in this Part VI..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
19
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
16
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
 
No
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 on Schedule O the process, if any, used by the organization to review this 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 on 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 on Schedule O. See instructions.
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," 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
 
 
Section C. Disclosure
17
List the states with which a copy of this Form 990 is required to be filed
18
Section 6104 requires an organization to make its Form 1023 (1024 or 1024-A, if applicable), 990, and 990-T (section 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, address, and telephone number of the person who possesses the organization's books and records:
ADAM HOPPER2951 MAPLE AVENUE   ZANESVILLE,OH43701 (740) 454-5333
Form 990 (2024)
Form 990 (2024)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line 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. 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 the 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, box 6 of Form 1099-MISC, and/or box 1 of Form 1099-NEC) 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.

See the instructions for the order in which to list the persons above.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) KRISTY RITCHIE MD......................................................................
TRUSTEE
50.00
.................
0.00
X           655,571 0 42,630
(2) BRANDICE ALEXANDER DO......................................................................
PRESIDENT OF MEDICAL STAFF
50.00
.................
0.00
X           656,805 0 28,913
(3) ERIN REMSTER DO......................................................................
TRUSTEE
50.00
.................
0.00
X           377,489 0 28,777
(4) RANDY COCHRANE......................................................................
TRUSTEE
1.35
.................
0.00
X           0 0 0
(5) TOD KLOTZBACH......................................................................
VICE CHAIR
1.32
.................
0.20
X   X       0 0 0
(6) JAMES MCDONALD......................................................................
CHAIR
1.32
.................
0.52
X   X       0 0 0
(7) JIM NICHOLSON......................................................................
TREASURER
1.29
.................
0.46
X   X       0 0 0
(8) MATT ABBOTT......................................................................
ASST. SECRETARY
1.17
.................
0.00
X   X       0 0 0
(9) SCOTT MCCONNAHA......................................................................
EX-OFFICIO
1.29
.................
0.00
X           0 0 0
(10) SR MAUREEN ANNE SHEPARD......................................................................
TRUSTEE
1.35
.................
0.80
X           0 0 0
(11) PATRICK NASH......................................................................
TRUSTEE
1.35
.................
0.20
X           0 0 0
(12) DANA MATZ......................................................................
TRUSTEE
1.29
.................
0.00
X           0 0 0
(13) JOANN BUTCHER......................................................................
TRUSTEE
1.32
.................
0.49
X           0 0 0
(14) HANNAH NISSEN......................................................................
TRUSTEE
1.26
.................
0.00
X           0 0 0
(15) SUSAN HOLDREN......................................................................
TRUSTEE
1.32
.................
0.00
X           0 0 0
(16) WILLIAM NOLL......................................................................
TRUSTEE
1.35
.................
0.00
X           0 0 0
(17) LORI LOWE......................................................................
TRUSTEE
1.23
.................
0.00
X           0 0 0
Form 990 (2024)
Form 990 (2024)
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 (list any hours for related organizations below dotted line)
(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/1099-NEC)
(E)
Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) SUSAN HASSELER PHD........................................................................
TRUSTEE
1.26
.......................0.00
X           0 0 0
(19) MATTHEW PERRY........................................................................
PRESIDENT/CEO
49.83
.......................0.17
    X       1,042,506 0 35,670
(20) ADAM HOPPER........................................................................
CHIEF FINANCIAL OFFICER
50.00
.......................0.00
    X       130,955 0 7,542
(21) DIANNA LEVECK........................................................................
CHIEF HUMAN RESOURCES OFFI
49.00
.......................1.00
      X     873,193 0 34,795
(22) MICHAEL NORMAN........................................................................
CHIEF FINANCIAL OFFICER
48.92
.......................1.08
      X     628,779 0 42,020
(23) EDMUND ROMITO........................................................................
CHIEF INFORMATION OFFICER
50.00
.......................0.00
      X     633,577 0 30,083
(24) SCOTT WEGNER MD........................................................................
CHIEF CLINICAL OFFICER
50.00
.......................0.00
      X     584,948 0 45,865
(25) SHARON PARKER........................................................................
CHIEF OPERATION OFFICER
49.00
.......................1.00
      X     599,352 0 30,843
(26) WENDY CEDOZ........................................................................
CHIEF LEGAL OFFICER
48.79
.......................1.21
      X     586,741 0 32,553
(27) CHRISTOPHER SCHOELLES........................................................................
CHIEF OPERATION OFFICER
50.00
.......................0.00
      X     552,015 0 41,089
(28) LINDA SUPPLEE........................................................................
DIRECTOR/CPHO
50.00
.......................0.00
      X     540,465 0 7,071
(29) SHON BENDER........................................................................
CHIEF NURSING OFFICER
48.96
.......................0.04
      X     501,021 0 17,608
(30) LES BOYER........................................................................
DIRECTOR
50.00
.......................0.00
        X   293,018 0 25,103
(31) GREG MATONAK........................................................................
DIRECTOR
50.00
.......................0.00
        X   276,045 0 27,851
(32) MARIANNE GRAHAM........................................................................
DIRECTOR
50.00
.......................0.00
        X   246,246 0 30,199
(33) TISHA BABCOCK........................................................................
DIRECTOR
50.00
.......................0.00
        X   211,345 0 33,495
(34) CHARLES ADAMS........................................................................
LEAN SIX SIGMA, DIRECTOR
50.00
.......................0.00
        X   247,413 0 24,194
1b Sub-Total..............
c Total from continuation sheets to Part VII, Section A..
d Total (add lines 1b and 1c)......... 9,637,484 0 566,301
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization 304
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
 
No
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
MED ONE HOSPITAL PHYSICIANS

3525 OLENTAGY RIVER RD STE 330
COLUMBUS,OH43214
MEDICAL SERVICES 10,859,551
LABORATORY CORPORATION OF AMERICA HOLDIN

PO BOX 12140
BURLINGTON,NC27216
LABORATORY SERVICES 3,003,167
ADVIZEX TECHNOLOGIES LLC

PO BOX 72130
CLEVELAND,OH44192
MEDICAL SERVICES 2,323,894
GUIDEHOUSE

4511 PAYSPHERE CIRCLE
CHICAGO,IL60674
PROFESSIONAL SERVICES 2,276,901
BDC ADVISORS LLC

151 N HOP HILL RD STE 465
PLANTATION,FL33324
PROFESSIONAL SERVICES 1,534,795
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 80
Form 990 (2024)
Form 990 (2024)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII.............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512 - 514
Contributions, Gifts, Grants, and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d 366,238
e Government grants (contributions)1e 1,398,718
f All other contributions, gifts, grants, and similar amounts not included above1f 7,586
g Noncash contributions included in lines 1a - 1f:$ 1g  
h Total. Add lines 1a-1f....... 1,772,542
 Program Service RevenueAmt Business Code
2a NET PATIENT SERVICES 621110 657,399,061 657,399,061    
b
c
d
e
f All other program service revenue.        
g Total. Add lines 2a–2f ..... 657,399,061
 OtherAmtRevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ...... 4,429,911     4,429,911
4 Income from investment of tax-exempt bond proceeds        
5 Royalties...........        
(i) Real (ii) Personal
6a Gross rents 6a 1,500,560  
b Less: rental expenses 6b 1,816,265  
c Rental income or (loss) 6c -315,705  
d Net rental income or (loss)....... -315,705 -315,705    
(i) Securities (ii) Other
7a Gross amount from sales of assets other than inventory 7a 7,133,049 600
b Less: cost or other basis and sales expenses 7b 0 0
c Gain or (loss) 7c 7,133,049 600
d Net gain or (loss)......... 7,133,649     7,133,649
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
8a  
b Less: direct expenses ... 8b  
c Net income or (loss) from fundraising events..      
9a Gross income from gaming activities.
See Part IV, line 19 ...
9a  
b Less: direct expenses ... 9b  
c Net income or (loss) from gaming activities..        
10a Gross sales of inventory, less
returns and allowances ..
10a  
b Less: cost of goods sold .. 10b  
c Net income or (loss) from sales of inventory..        
 OtherRevenueMiscAmt
Business Code
11a PHARMACY 621110 85,393,302 85,393,302    
b CAFETERIA SALES 621110 1,578,739     1,578,739
c LABORATORY: UBI 900099 138,606   138,606  
d All other revenue .... 2,378,479 2,288,715 89,764  
e Total. Add lines 11a–11d ...... 89,489,126
12 Total revenue. See instructions..... 759,908,584 744,765,373 228,370 13,142,299
Form 990 (2024)
Form 990 (2024)
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).Check if Schedule O contains a response or note to any line 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 domestic organizations and domestic governments. See Part IV, line 21 .... 572,423 572,423
2 Grants and other assistance to domestic individuals. See Part IV, line 22 ...........    
3 Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............    
4 Benefits paid to or for members .......    
5 Compensation of current officers, directors, trustees, and key employees ........... 8,447,411   8,447,411  
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 Other salaries and wages........ 190,761,414 151,570,007 39,191,407  
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 3,411,693 2,688,319 723,374  
9 Other employee benefits ....... 30,376,178 23,424,436 6,951,742  
10 Payroll taxes ........... 15,268,772 11,643,966 3,624,806  
11 Fees for services (non-employees):        
a Management ...... 627,998 27,771 600,227  
b Legal ......... 634,934   634,934  
c Accounting ........... 245,621   245,621  
d Lobbying ........... 86,500   86,500  
e Professional fundraising services. See Part IV, line 17    
f Investment management fees ......        
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 71,822,988 61,198,764 10,624,224  
12 Advertising and promotion .... 998,859 183,191 815,668  
13 Office expenses ....... 6,195,210 725,889 5,469,321  
14 Information technology ...... 11,650 5,868 5,782  
15 Royalties ..        
16 Occupancy ........... 15,326,248 2,748,721 12,577,527  
17 Travel ............ 373,439 68,796 304,643  
18 Payments of travel or entertainment expenses for any federal, state, or local public officials .        
19 Conferences, conventions, and meetings .... 34,460 6,320 28,140  
20 Interest ........... 14,638,990   14,638,990  
21 Payments to affiliates .......        
22 Depreciation, depletion, and amortization .. 23,254,571 7,585,641 15,668,930  
23 Insurance ... 7,324,109 1,343,242 5,980,867  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a MEDICAL SUPPLIES 201,848,666 201,848,666    
b BAD DEBT EXPENSE 33,902,558 33,902,558    
c DUES/LICENSES/SUBSCRIPT 18,502,882 3,393,433 15,109,449  
d HFF ASSESSMENT 13,447,215 13,447,215    
e All other expenses 4,706,924 4,209,651 497,273  
25 Total functional expenses. Add lines 1 through 24e 662,821,713 520,594,877 142,226,836 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 if following SOP 98-2 (ASC 958-720).        
Form 990 (2024)
Form 990 (2024)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 20,358,542 1 24,469,548
2 Savings and temporary cash investments ......... 2,023,993 2 14,626,000
3 Pledges and grants receivable, net ......   3  
4 Accounts receivable, net ............. 72,890,760 4 114,930,944
5 Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
  5  
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
  6  
7 Notes and loans receivable, net ...........   7  
8 Inventories for sale or use ............ 13,026,077 8 13,423,915
9 Prepaid expenses and deferred charges ...... 11,010,667 9 17,810,134
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 615,326,142
b Less: accumulated depreciation 10b 308,021,873 316,975,067 10c 307,304,269
11 Investments—publicly traded securities . 110,522,782 11 121,680,322
12 Investments—other securities. See Part IV, line 11 ..... 18,163,086 12 24,066,504
13 Investments—program-related. See Part IV, line 11 ..   13  
14 Intangible assets ............... 4,281,450 14 4,860,644
15 Other assets. See Part IV, line 11 ........... 57,597,508 15 84,942,472
16 Total assets. Add lines 1 through 15 (must equal line 33)... 626,849,932 16 728,114,752
Liabilities 17 Accounts payable and accrued expenses ..... 59,501,562 17 78,513,085
18 Grants payable ...   18  
19 Deferred revenue ......... 0 19 1,899,198
20 Tax-exempt bond liabilities ......... 272,913,078 20 272,612,041
21 Escrow or custodial account liability. Complete Part IV of Schedule D   21  
22 Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
  22  
23 Secured mortgages and notes payable to unrelated third parties .. 5,112,456 23 5,376,154
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 33,145,902 25 108,821,074
26 Total liabilities. Add lines 17 through 25.. 370,672,998 26 467,221,552
Net Assets or Fund Balance Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27 Net assets without donor restrictions .......... 256,176,934 27 260,893,200
28 Net assets with donor restrictions ...........   28  
Organizations that do not follow FASB ASC 958, check here right arrow and complete lines 29 through 33.
29 Capital stock or trust principal, or current funds .....   29  
30 Paid-in or capital surplus, or land, building or equipment fund ...   30  
31 Retained earnings, endowment, accumulated income, or other funds   31  
32 Total net assets or fund balances ........... 256,176,934 32 260,893,200
33 Total liabilities and net assets/fund balances ........ 626,849,932 33 728,114,752
Form 990 (2024)
Form 990 (2024)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
759,908,584
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
662,821,713
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
97,086,871
4
Net assets or fund balances at beginning of year (must equal Part X, line 32, column (A)) ..
4
256,176,934
5
Net unrealized gains (losses) on investments ...............
5
7,535,362
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-99,905,967
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 32, column (B))
10
260,893,200
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line 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 on
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 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?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Uniform Guidance, 2 C.F.R. Part 200, Subpart F?
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 (2024)
Form 990 (2024)
Additional Data


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

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 Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
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 12, check only one box.)
1
2
3
4
5
6
7
8
9
10
11
12
a
b
c
d
e
f
Enter the number of supported organizations ...............................  
g
Provide the following information about the supported organization(s).
(i) Name of supported organization (ii) EIN (iii) Type of organization (described on lines 1- 10 above (see instructions)) (iv) Is the organization listed in your governing document? (v) Amount of monetary support (see instructions) (vi) Amount of other support (see instructions)
Yes No
Total
 
   
For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 2
Part II
Support Schedule for Organizations Described in Sections 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 failed to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (f) Total
1 Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..            
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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10  
12
12
 
13
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................right arrow
Section C. Computation of Public Support Percentage
14
14
 
15
15
 
16a
33 1/3% support test—2024. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization .......................right arrow
b
33 1/3% support test—2023. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow
17a
10%-facts-and-circumstances test—2024. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
b
10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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) right arrow (a) 2020 (b) 2021 (c) 2022 (d) 2023 (e) 2024 (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 on 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 VI.) ..            
13 Total support. (Add lines 9, 10c, 11, and 12.)..            
14
First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
33 1/3% support tests-2024. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow
b
33 1/3 % support tests—2023. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow
20
Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described on 11a above?
11b
 
 
c
A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer lines 2a and 2b below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer lines 3a and 3b below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
1 Net short-term capital gain 1    
2 Recoveries of prior-year distributions 2    
3 Other gross income (see instructions) 3    
4 Add lines 1 through 3 4    
5 Depreciation and depletion 5    
6 Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) 6    
7 Other expenses (see instructions) 7    
8 Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) 8    
Section B - Minimum Asset Amount (A) Prior Year (B) Current Year
(optional)
1 Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): 1
a Average monthly value of securities 1a    
b Average monthly cash balances 1b    
c Fair market value of other non-exempt-use assets 1c    
d Total (add lines 1a, 1b, and 1c) 1d    
e Discount claimed for blockage or other factors
(explain in detail in Part VI):  
2 Acquisition indebtedness applicable to non-exempt use assets 2    
3 Subtract line 2 from line 1d 3    
4 Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions). 4    
5 Net value of non-exempt-use assets (subtract line 4 from line 3) 5    
6 Multiply line 5 by 0.035 6    
7 Recoveries of prior-year distributions 7    
8 Minimum Asset Amount (add line 7 to line 6) 8    
Section C - Distributable Amount Current Year
1 Adjusted net income for prior year (from Section A, line 8, Column A) 1  
2 Enter 85% of line 1 2  
3 Minimum asset amount for prior year (from Section B, line 8, Column A) 3  
4 Enter greater of line 2 or line 3 4  
5 Income tax imposed in prior year 5  
6 Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) 6  
7
Schedule A (Form 990) 2024

Schedule A (Form 990) 2024
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)
Section D - Distributions Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes 1  
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in
excess of income from activity
2  
3 Administrative expenses paid to accomplish exempt purposes of supported organizations 3  
4 Amounts paid to acquire exempt-use assets 4  
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) 5  
6 Other distributions (describe in Part VI). See instructions 6  
7Total annual distributions. Add lines 1 through 6. 7  
8 Distributions to attentive supported organizations to which the organization is responsive (provide
details in Part VI
). See instructions
8  
9 Distributable amount for 2024 from Section C, line 6 9  
10 Line 8 amount divided by Line 9 amount 10  
Section E - Distribution Allocations (see instructions) (i)
Excess Distributions
(ii)
Underdistributions
Pre-2024
(iii)
Distributable
Amount for 2024
1 Distributable amount for 2024 from Section C, line 6  
2 Underdistributions, if any, for years prior to 2024 (reasonable cause required-- explain in Part VI).
See instructions.
 
3 Excess distributions carryover, if any, to 2024:
a From 2019.......  
b From 2020.......  
c From 2021.......  
d From 2022.......  
e From 2023.......  
fTotal of lines 3a through e  
g Applied to underdistributions of prior years  
h Applied to 2024 distributable amount  
i Carryover from 2019 not applied (see
instructions)
 
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.  
4Distributions for 2024 from Section D, line 7:
$  
a Applied to underdistributions of prior years  
b Applied to 2024 distributable amount  
c Remainder. Subtract lines 4a and 4b from line 4.  
5 Remaining underdistributions for years prior to
2024, if any. Subtract lines 3g and 4a from line 2.
If the amount is greater than zero, explain in Part VI.
See instructions.
 
6 Remaining underdistributions for 2024. Subtract
lines 3h and 4b from line 1. If the amount is greater
than zero, explain in Part VI. See instructions.
 
7 Excess distributions carryover to 2025. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a Excess from 2020.....  
b Excess from 2021.....  
c Excess from 2022.....  
d Excess from 2023.....  
e Excess from 2024.....  
Schedule A (Form 990) (2024)

Schedule A (Form 990) 2024
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990) 2024


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't 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 its Form 990PF, Part I, line 2, to certify that it doesn't 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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number
31-1480941
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


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  
SCHEDULE C
(Form 990)

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

right arrow Complete if the organization is described below. right arrow Attach to Form 990 or Form 990-EZ.
right arrowGo to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public
Inspection
If the organization answered "Yes" on 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" on 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" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
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. See instructions for definition of “political campaign activities."

2
Political campaign activity expenditures. See instructions ....................................................................right arrow
$  
3
Volunteer hours for political campaign activities. See instructions ..................................................................
 

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 ................................right arrow
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................right arrow
$  
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 ..... right arrow
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................right arrow

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

$  
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-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990.
Cat. No. 50084S
Schedule C (Form 990) 2024

Schedule C (Form 990) 2024
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 right arrowexpenses, and share of excess lobbying expenditures).
B Check right arrow
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) ........................    
c Total lobbying expenditures (add lines 1a and 1b) ............................................................    
d Other exempt purpose expenditures ...............................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ..................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.
   
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) .................................................    
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 separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in)
(a) 2021 (b) 2022 (c) 2023 (d) 2024 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e))
 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))
 
f Grassroots lobbying expenditures          
Schedule C (Form 990) 2024


Schedule C (Form 990) 2024
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 on 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? .......................
Yes
 
86,500
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
Yes
 
32,061
j
Total. Add lines 1c through 1i ....................................................................................................
118,561
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? ........................
 
 
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
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
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
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
PART II-B, LINE 1: GENESIS HEALTHCARE SYSTEM PAYS MEMBERSHIP DUES AND A PORTION OF THOSE DUES ARE RELATED TO LOBBYING: OHIO HOSPITAL ASSOCIATION - FSCC SHARE (OHA): 6.20% OF $115,960 ($7,190) 340B HEALTH 2020: 6.00% OF $17,505 ($1,050) AMERICAN HEALTH INFORMATION MANAGEMENT ASSOCIATION (AHIMA): 5.00% OF $1,489 ($74) COLLEGE OF HEALTHCARE INFO MGMT EXECUTIVES (CHIME): 15.19% OF $870 ($132) MEDICAL GROUP MANAGEMENT ASSOCIATION (MGMA): 5.00% OF $23,000 ($1,150) SOC FOR HEALTHCARE STRATEGY & MARKET DEVELOPMENT (ASHE/AHA): 22.98% OF $150 ($34) TRAUMA CENTER ASSOC OF AMERICA (TCAA): 15.00% OF $2,000 ($300) AMERCIAN COLLEGE OF CARDIOLOGY NATIONAL (ACC): 13.16% OF $39,620 ($5,214) AMERICAN COLLEGE OF CARDIOLOGY STATE (ACC): 2.80% OF $39,620 ($1,109) AMERICAN COLLEGE OF OSTEOPATHIC FAMILY PHYSICIANS (ACOFP): 14.00% OF $445 ($62) AMERICAN COLLEGE OF RADIOLOGY (ACR): 9.40% OF $10,500 ($987) AMERICAN COLLEGE OF SURGEONS (ACS): 4.00% OF $61,913 ($2,477) AMERICAN SOCIETY FOR HEALTH CARE ENGINEERING, AMERICAN (ASHI): 22.73% OF $150 ($34) AMERICAN SOCIETY FOR ANESTESIOLOGIST NATIONAL (ASA): 9.00% OF $28,680 ($2,582) AMERICAN SOCIETY FOR ANESTESIOLOGIST STATE (ASA): 21.00% OF $28,680 ($6,022) ASSOCIATION OF COMMUNITY CANCER CENTERS (ACCC): 1.00% OF $630 ($6) OHIO CHAMBER OF COMMERCE: 30.00% OF $1,654 ($497) FINANCIAL HEALTHCARE MANAGEMENT ASSOCIATION (HFMA): 1.90% OF $399 ($8) AMERICAN MEDICAL ASSOCIATION (AMA): 75.00% OF $420 ($315) OHIO ASSOCIATION OF MEDICAL EQUIPMENT SUPPLIES (OAMES): 25.00% OF $995 ($249) VGM GROUP INC: 5.00% OF $3,060 ($153) AMERICAN AMBULANCE ASSOCIATION (AAA): 50.00% OF $4,833 ($2,416) GENESIS HEALTHCARE SYSTEM PAID SECOND CAPITAL CONSULTING, LLC $86,500 IN 2024 FOR ADVOCACY AND OUTREACH CONSULTING SERVICES. SECOND CAPITAL CONSULTING, LLC HAS PROVIDED ADVOCACY AND OUTREACH CONSULTING SERVICES TO GENESIS HEALTHCARE SYSTEM SINCE 2013. THESE SERVICES ASSIST THE SYSTEM TO ENGAGE, EDUCATE AND COMMUNICATE WITH PUBLIC POLICY MAKERS REGARDING PENDING LEGISLATION OR PROPOSED REGULATIONS, AS WELL AS ASSIST ELECTED OFFICIALS IN UNDERSTANDING THE IMPACT OF LEGISLATION ON GHCS'S ABILITY TO DELIVER COST EFFECTIVE, QUALITY CARE FOR PATIENTS IN SOUTHEAST OHIO. GENESIS WORKS PRIMARILY THROUGH NATIONAL AND STATE HOSPITAL ASSOCIATIONS, IN WHICH GENESIS HAS MEMBERSHIP, TO UNDERSTAND POTENTIAL POLICIES WHICH COULD NEGATIVELY AFFECT THEIR ABILITY TO WORK WITH THE LOCAL MEDICAL COMMUNITY TO MEET THE HEALTHCARE NEEDS OF THE REGION. SOME ISSUES OF INTEREST INCLUDE THE 340B PROGRAM, MEDICARE & MEDICAID BUDGET DECISIONS AND REGULATIONS, AND INFRASTRUCTURE IMPROVEMENTS AT THE LOCAL LEVEL THAT ENHANCE ACCESS TO THE HOSPITAL. IN FACT, A DIRECT ACCESS LANE OPENED THIS YEAR FOR EMERGENCY VEHICLES, SPEEDING THE TIME CRITICAL TO PATIENTS IN ARRIVING FOR EMERGENCY CARE.
Schedule C (Form 990) 2024


Additional Data


Software ID:  
Software Version:  

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
right arrow Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow Attach to Form 990.
right arrow Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year .........    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of 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" on 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 July 25, 2006, 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 right arrow  
4
Number of states where property subject to conservation easement is located right arrow  
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, handling of violations, and enforcing conservation easements during the year
right arrow  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, 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" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under FASB 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 XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under FASB 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)
Revenue included on Form 990, Part VIII, line 1 .........................right arrow $  
(ii)
Assets included in Form 990, Part X ...............................right arrow $  
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 FASB ASC 958 relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................right arrow $  
b
Assets included in Form 990, Part X ...............................right arrow $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, 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 XIII.
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" on 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 XIII 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, for escrow or custodial account liability? ...
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....
Part V
Endowment Funds.
Complete if the organization answered "Yes" on 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 ....          
b Contributions ...          
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ......          
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment right arrow  
b
Permanent endowment right arrow  
c
Term endowment right arrow  
The percentages on 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)
 
 
(ii) Related organizations .................
3a(ii)
 
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. 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 .....   10,745,900 10,745,900
b Buildings ....   286,589,286 58,633,674 227,955,612
c Leasehold improvements   8,119,071 4,823,432 3,295,639
d Equipment ....   285,773,915 236,918,014 48,855,901
e Other .....   24,097,970 7,646,753 16,451,217
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..right arrow 307,304,269
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 3
Part VII
Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. 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........    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)right arrow  
Part VIII
Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)right arrow  
Part IX
Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)INVESTMENTS IN RELATED AND OTHER HEALTHCARE ORGANIZATIONS 3,687,016
(2)ASSETS LIMITED AS TO USE 31,425,644
(3)RIGHT OF USE LEASE ASSETS 41,457,227
(4)CONSTRUCTION IN PROGRESS 2,163,774
(5)COST REPORT SETTLEMENT RECEIVABLE 315,037
(6)CAPITAL LEASES 5,893,774
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........right arrow 84,942,472
Part X
Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes  
ACCRUED MINIMUM PENSION LIABILITY 1,533,728
ACCRUED PROFESSIONAL LIABILITY 5,058,610
LEASE LIABILITIES - OPERATING 37,262,057
LEASE LIABILITIES - FINANCING 4,434,675
INTERCOMPANY PAYABLES 60,532,004




Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)right arrow 108,821,074
2. Liability for uncertain tax positions. In Part XIII, 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 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) (Rev. 1-2025)

Schedule D (Form 990) (Rev. 1-2025)
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ........... 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 XIII.) ........... 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 XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
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 XIII.) ........... 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 XIII.) ........... 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 XIII
Supplemental Information
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, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
PART X, LINE 2: THE SYSTEM AND ITS SUBSIDIARIES ARE TAX-EXEMPT ORGANIZATIONS, EXCEPT FOR CARELIFE; ACCORDINGLY, NO TAX PROVISION IS REFLECTED IN THE CONSOLIDATED FINANCIAL STATEMENTS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE SYSTEM AND TO RECOGNIZE A TAX LIABILITY IF THE SYSTEM HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE OR OTHER APPLICABLE TAXING AUTHORITIES.
Schedule D (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  




SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
Medium right arrow Complete if the organization answered "Yes" on Form 990, Part IV, question 20a.
Medium right arrow Attach to Form 990.
Medium right arrow Go to www.irs.gov/Form990EZ for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
%
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . .
  10,017 1,638,795 0 1,638,795 0.260 %
b Medicaid (from Worksheet 3, column a) . . . . .   118,497 93,847,446 66,222,318 27,625,128 4.390 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .   128,514 95,486,241 66,222,318 29,263,923 4.650 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4). 50 112,536 1,162,639 61,719 1,100,920 0.180 %
f Health professions education (from Worksheet 5) . . . 7 2,630 3,032,619   3,032,619 0.480 %
g Subsidized health services (from Worksheet 6) . . . .            
h Research (from Worksheet 7) .            
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . . 12 6,116 306,827 750 306,077 0.050 %
j Total. Other Benefits . . 69 121,282 4,502,085 62,469 4,439,616 0.710 %
k Total. Add lines 7d and 7j . 69 249,796 99,988,326 66,284,787 33,703,539 5.360 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue
(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members
           
6 Coalition building            
7 Community health improvement advocacy            
8 Workforce development            
9 Other            
10 Total            
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Healthcare Financial Management Association Statement No. 15? ..........................
1
 
No
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
33,902,558
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
 
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
112,770,742
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
110,686,030
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
2,084,712
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity
(c) Organization's
profit % or stock
ownership %
(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership %
(e) Physicians'
profit % or stock
ownership %
1
2
3
4
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)How many hospital facilities did the organization operate during the tax year?1Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility)
Licensed Hospital General Medical and Surgical Children's Hospital Teaching Hospital Critical Access Hospital Research Facility ER-24Hours ER-Other Other (describe) Facility reporting group
1 GENESIS HOSPITAL
2951 MAPLE AVE
ZANESVILLE,OH43701
X X         X   ACUTE CARE HOSPITAL  
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
GENESIS HOSPITAL
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A):
1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 24
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b Yes  
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. ..............
8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 22
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): HTTPS://WWW.GENESISHCS.ORG/SITES/DEFAULT/FILES/2023-01/CCB-2022-2024-IMPLEM
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
GENESIS HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a Federal poverty guidelines (FPG), with FPG family income limit for eligibility for free care of 100.000000000000%
and FPG family income limit for eligibility for discounted care of 300.000000000000%
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a Described the information the hospital facility may require an individual to provide as part of his or her application
b Described the supporting documentation the hospital facility may require an individual to submit as part of his or
her application
c Provided the contact information of hospital facility staff who can provide an individual with information about the
FAP and FAP application process
d Provided the contact information of nonprofit organizations or government agencies that may be sources of
assistance with FAP applications
e Other (describe in Section C)
16 Was widely publicized within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
HTTPS://WWW.GENESISHCS.ORG/PATIENTS/FINANCIAL-ASSISTANCE
b
HTTPS://WWW.GENESISHCS.ORG/PATIENTS/FINANCIAL-ASSISTANCE
c
d
e
f
g
h
i
j
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 6
Part VFacility Information (continued)

Billing and Collections
GENESIS HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon nonpayment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
f
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
e
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 7
Part VFacility Information (continued)

Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
GENESIS HOSPITAL
Name of hospital facility or letter of facility reporting group  
Yes No
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 8
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16j, 18e, 19e, 20a, 20b, 20c, 20d, 20e, 21c, 21d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
GENESIS HOSPITAL PART V, SECTION B, LINE 5: HEALTH NEEDS WERE ASSESSED THROUGH A REVIEW OF THE SECONDARY (EXISTING) HEALTH DATA COLLECTED AND ANALYZED PRIOR TO CONDUCTING THE INTERVIEWS, FOCUS GROUPS AND SURVEY (PRIMARY DATA COLLECTION). THE INFORMATION AND DATA FROM BOTH THE SECONDARY AND PRIMARY DATA COLLECTION INFORMS THIS CHNA REPORT AND THE DECISIONS ON HEALTH NEEDS THAT THE SOUTHEASTERN OHIO HEALTH COLLABORATIVE (SOHIC) WILL ADDRESS IN ITS IMPLEMENTATION STRATEGY/IMPROVEMENT PLAN (CHIP). KEY INFORMANT INTERVIEWS WERE USED TO GATHER INFORMATION AND OPINIONS FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY. WE SPOKE WITH EXPERTS FROM VARIOUS ORGANIZATIONS SERVING THE GENESIS SERVICE AREA (GSA) COMMUNITY, INCLUDING LEADERS AND REPRESENTATIVES OF MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY POPULATIONS, AND LEADERS FROM LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES. FOCUS GROUPS WERE USED TO GATHER INFORMATION AND OPINIONS FROM SPECIFIC SUB-POPULATIONS IN THE COMMUNITY WHO ARE MOST AFFECTED BY HEALTH NEEDS. FOCUS GROUPS INCLUDED LEADERS AND REPRESENTATIVES OF MEDICALLY UNDERSERVED, LOW-INCOME, MINORITY POPULATIONS, AND LEADERS FROM LOCAL HEALTH OR OTHER DEPARTMENTS OR AGENCIES.
GENESIS HOSPITAL PART V, SECTION B, LINE 6B: THE SOUTHEASTERN OHIO HEALTH IMPROVEMENT COLLABORATIVE (SOHIC) INCLUDES GENESIS HEALTHCARE SYSTEM (GHS), MORGAN COUNTY HEALTH DEPARTMENT (MCHD), NOBLE COUNTY HEALTH DEPARTMENT (NCHD), PERRY COUNTY HEALTH DEPARTMENT (PCHD), AND ZANESVILLE-MUSKINGUM COUNTY HEALTH DEPARTMENT (ZMCHD).
GENESIS HOSPITAL PART V, SECTION B, LINE 7D: WIDELY AVAILABLE BY POSTING ON THE HOSPITAL WEBSITE (REPORT WILL BE MADE AVAILABLE IN OTHER FORMATS SUCH AS PAPER UPON REQUEST).
GENESIS HOSPITAL PART V, SECTION B, LINE 11: THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) AND IMPLEMENTATION STRATEGY/IMPROVEMENT PLAN (CHIP) IDENTIFY AND ADDRESS SIGNIFICANT COMMUNITY HEALTH NEEDS AND HELP GUIDE COMMUNITY BENEFIT ACTIVITIES. THIS IMPLEMENTATION STRATEGY/CHIP EXPLAINS HOW THE SOUTHEASTERN OHIO HEALTH IMPROVEMENT COLLABORATIVE (SOHIC) PLANS TO ADDRESS THE SELECTED PRIORITY HEALTH NEEDS IDENTIFIED BY THE CHNA. SOHIC IS COMMITTED TO MONITORING KEY INDICATORS TO ASSESS IMPACT. OUR REPORTING PROCESS INCLUDES THE COLLECTION AND DOCUMENTATION OF TRACKING MEASURES, SUCH AS THE NUMBER OF PEOPLE REACHED/SERVED AND COLLABORATIVE EFFORTS TO ADDRESS HEALTH NEEDS. A REVIEW OF THE IMPACT OF SOHIC'S ACTIONS TO ADDRESS THESE SIGNIFICANT HEALTH NEEDS WILL BE REPORTED IN THE NEXT SCHEDULED CHNA. SINCE SOHIC CANNOT DIRECTLY ADDRESS ALL THE HEALTH NEEDS PRESENT IN THE COMMUNITY, WE WILL CONCENTRATE OUR RESOURCES ON THOSE HEALTH NEEDS WHERE WE CAN EFFECTIVELY IMPACT OUR REGION GIVEN OUR AREAS OF FOCUS AND EXPERTISE. TAKING EXISTING ORGANIZATION AND COMMUNITY RESOURCES INTO CONSIDERATION, SOHIC WILL NOT DIRECTLY ADDRESS THE REMAINING HEALTH NEEDS IDENTIFIED IN THE CHNA, INCLUDING BUT NOT LIMITED TO CRIME AND VIOLENCE, ACCESS TO CHILDCARE, ENVIRONMENTAL CONDITIONS, INTERNET ACCESS, INJURIES, AND HIV/AIDS AND STIS. WE WILL CONTINUE TO LOOK FOR OPPORTUNITIES TO ADDRESS COMMUNITY NEEDS WHERE WE CAN MAKE A MEANINGFUL CONTRIBUTION. COMMUNITY PARTNERSHIPS MAY SUPPORT OTHER INITIATIVES THAT SOHIC CANNOT INDEPENDENTLY LEAD TO ADDRESS THE OTHER HEALTH NEEDS IDENTIFIED IN THE CHNA. THE IMPLEMENTATION STRATEGY SUPPORTING THE 2024 CHNA WAS ADOPTED IN 2025 AND THAT DATE WILL BE UPDATED ON THE FYE2025 FORM 990.
SCHEDULE H, PART V, LINE 5 CON'T: MULTIPLE SETS OF WEIGHTINGS WERE CREATED AND USED IN THE STATISTICAL SOFTWARE PACKAGE (SPSS 26.0) WHEN CALCULATING FREQUENCIES. FOR ANALYSES DONE FOR THE ENTIRE SAMPLE AND ANALYSES DONE BASED ON SUBGROUPS OTHER THAN AGE, RACE, SEX, OR INCOME THE WEIGHTINGS THAT WERE CALCULATED BASED ON THE PRODUCT OF THE FOUR WEIGHTING VARIABLES (AGE, RACE, SEX, INCOME) FOR EACH INDIVIDUAL. WHEN ANALYSES WERE DONE COMPARING GROUPS WITHIN ONE OF THE FOUR WEIGHTING VARIABLES (E.G., SMOKING STATUS BY RACE/ETHNICITY), THAT SPECIFIC VARIABLE WAS NOT USED IN THE WEIGHTING SCORE THAT WAS APPLIED IN THE SOFTWARE PACKAGE. IN THE EXAMPLE SMOKING STATUS BY RACE, THE WEIGHTING SCORE THAT WAS APPLIED DURING ANALYSIS INCLUDED ONLY AGE, SEX, AND INCOME. THUS, A TOTAL OF EIGHT WEIGHTING SCORES FOR EACH INDIVIDUAL WERE CREATED AND APPLIED DEPENDING ON THE ANALYSIS CONDUCTED.
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 9
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?23
Name and address Type of Facility (describe)
1 1 - HEALTHPLEX
2800 MAPLE AVENUE
ZANESVILLE,OH43701
OUTPATIENT LAB/ IMAGING, PEDIATRIC REHAB
2 2 - MEDICAL ARTS BUILDING (MAB) II
751 FOREST AVENUE
ZANESVILLE,OH43701
OUTPATINT DIAGNOSTIC
3 3 - MOB II
955 BETHESDA DR
ZANESVILLE,OH43701
OUTPATIENT DIAGNOSTIC & EDUCATION
4 4 - GENESIS PHYISCIAN'S PAVILION
945 BETHESDA DR
ZANESVILLE,OH43701
OUTPAIENT CARDOAC REHAB SERVICES; WOUND CARE CENTER
5 5 - GENESIS BEHAVIORAL HEALTH
2991 MAPLE AVE
ZANESVILLE,OH43701
MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT
6 6 - SARAP CANCER CENTER
2951 MAPLE AVE
ZANESVILLE,OH43701
CANCER & PALLATIVE CARE/ WOMEN'S BOUTIQUE
7 7 - GENESIS SURGERY CENTER
2907 MAPLE AVE
ZANESVILLE,OH43701
OUTPATIENT SURGERY
8 8 - GENESIS ORTHOPEDIC CENTER
2904 BELL STREET
ZANESVILLE,OH43701
OUTPATIENT ORTHODIC AND SPORTMEDICINE DIAGNOTICS
9 9 - GENESIS OUTPATIENT REHAB
3297 NAOKE AVE
ZANESVILLE,OH43701
OUTPATIENT REHAB AND IMAGING
10 10 - GENESIS VEIN CENTER
930 BETHESDA DR
ZANESVILLE,OH43701
DIAGNOSTIC AND TREATMENT OF OUTPATIENT VEIN DISORDERS
11 11 - GENESIS INTERVENTIONAL PAIN MGMT CLINIC
2945 MAPLE AVE
ZANESVILLE,OH43701
PAIN MEDICINE SPECIALIZATION; IMAGING TECHNIQUES; SOLUTIONS TO PAIN
12 12 - CAMBRIDGE HEALTH CENTER
61353 SOUTHGATE PARKWAY
CAMBRIDGE,OH43725
IMAGING SERVICES/ LAB SERVICE/ WOUND MANAGEMENT
13 13 - GENESIS SLEEP DISORDERS CENTER
840 BETHESDA DR
ZANESVILLE,OH43701
DIAGNOSTICS AND TREATMENT OF SLEEP DISORDERS
14 14 - GENESIS HEALTH CENTER - PERRY COUNTY
301 DR MIKE CLOUSE DR
SOMERSET,OH43783
DIAGNOSITIC HEALTHCARE SERVICES/ PHYSICAL & OCCUPATIONAL THERAPY
15 15 - GENEIS ENDOCRINOLOGY
860 BETHESDA DR
ZANESVILLE,OH43701
EDUCATION AND OUTPATIENT ENDOCRINOLOGY SERVICES
16 16 - GENESIS HEALTHCARE CENTER - NEW CONCORD
1 EAST MAIN STREET
NEW CONCORD,OH43762
LAB SERVICES
17 17 - HOSPICE & PALLIATIVE CARE
713 FOREST AVE
ZANESVILLE,OH43701
HOSPICE & PALLIATIVE CARE CENTER
18 18 - GENESIS NEW LEXINGTON DRAW CENTER
401 LINCOLN PARK DR
NEW LEXINGTON,OH43764
LAB SERVICES
19 19 - GENEIS RHEUMAOLOGY CARE CENTER
2525 MAPLE AVE
ZANESVILLE,OH43701
EDUCATION AND OUTPATIENT RHEUMATOLOGY SERVICE
20 20 - GENESIS SPECIALY CENTER
1452 CLARK ST
CAMBRIDGE,OH43725
LAB SERVICES
21 21 - IMAGING MVHC PUTNAM
915 PUTNAM AVE
ZANESVILLE,OH43701
LAB SERVICES
22 22 - IMAGING MVHC MALTA
859 S MAIN ST STE 146
MALTA,OH43758
LAB SERVICES
23 23 - GENESIS COSHOCTON MEDICAL CENTER
48439 GENESIS DRIVE
COSHOCTON,OH43812
MEDICAL CENTER
Schedule H (Form 990) 2024
Schedule H (Form 990) 2024
Page 10
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
PART I, LINE 7: COSTS OF CHARITY CARE AND COMMUNITY BENEFIT ACTIVITIES WERE CALCULATED USING THE HOSPITAL'S COST ACCOUNTING SYSTEM.PART I, LINE 7, COLUMN (F): PERCENTAGE OF TOTAL EXPENSES WAS CALCULATED BASED ON TOTAL EXPENSES LESS BAD DEBT EXPENSE AS REPORTED ON FORM 990, PART IX.PART I, LINE 7, COLUMN (F): THE BAD DEBT EXPENSE INCLUDED ON FORM 990, PART IX, LINE 25(A), BUT SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGE IN THIS COLUMN IS $33,902,558.
PART II, COMMUNITY BUILDING ACTIVITIES: GENESIS HAS AN ACTIVE PRESENCE ON MANY COMMITTEES INVOLVED IN FINDING LOW-COST SOLUTIONS TO PHYSICAL AND MENTAL HEALTH ISSUES PREVALENT IN OUR COMMUNITIES, WITH PARTICULAR FOCUS ON SERVING LOW-INCOME, UNINSURED OR OTHERWISE UNDERSERVED. FOR EXAMPLE, GENESIS FACILITATES BOTH A SOCIAL DETERMINANTS OF HEALTH COLLABORATIVE AND A COMMUNITY HEALTH NEEDS COLLABORATIVE WITH LOCAL HEALTH DEPARTMENTS AND HEALTH PARTNERS AS WELL, TO ADDRESS THE SOCIAL DETERMINANTS OF HEALTH AND COMMONLY IDENTIFIED COMMUNITY HEALTH NEEDS INTENTIONALLY AND COLLABORATIVELY. THESE ACTIVITIES ARE CAPTURED IN PART I, LINE 7I AS IN-KIND CONTRIBUTIONS BY THE SERVICE LINES UNDER COMMUNITY HEALTH IMPROVEMENT ACTIVITIES. COMMUNITY BUILDING ACTIVITIES ARE CURRENTLY NOT PART OF THE DOCUMENTATION FOR COMMUNITY BENEFIT, BUT MAY BE DEVELOPED IN THE FUTURE.
PART III, LINE 2: BAD DEBT IS CALCULATED USING GROSS CHARGES.
PART III, LINE 3: NO BAD DEBT IS ESTIMATED TO RELATE TO CHARITY CARE.
PART III, LINE 4: THE FINANCIAL STATEMENT FOOTNOTE RELATED TO BAD DEBT IS INCLUDED IN THE CONSOLIDATED AUDITED FINANCIAL STATEMENT FOOTNOTE 1 "NATURE OF BUSINESS AND SIGNIFICANT ACCOUNTING POLICIES" GROUPED WITH ACCOUNTS RECEIVABLE ON PAGE 9.
PART III, LINE 8: THE SYSTEM TREATS MEDICARE SHORTFALL AS COMMUNITY BENEFIT. THE REASONS FOR THIS TREATMENT INCLUDES (1) NON-NEGOTIABLE MEDICARE RATES ARE SOMETIMES NOT ALIGNED WITH THE TRUE COSTS OF TREATING MEDICARE PATIENTS; (2) THE SYSTEM IS ALLEVIATING THE FEDERAL GOVERNMENT'S BURDEN FOR DIRECTLY PROVIDING MEDICAL SERVICES; AND (3) IRS REV. RUL. 69-545 NOTES THAT IF A HOSPITAL SERVES PATIENTS WITH GOVERNMENT HEALTH BENEFITS, INCLUDING MEDICARE, THIS ACTION INDICATES THE HOSPITAL OPERATES TO PROMOTE THE HEALTH OF THE COMMUNITY.
PART III, LINE 9B: ALL PATIENTS ARE OFFERED A PLAIN LANGUAGE SUMMARY (PLS) OF THE HOSPITAL'S FINANCIAL ASSISTANCE POLICY PRIOR TO DISCHARGE FROM THE HOSPITAL. AT LEAST THREE SEPARATE COMMUNICATIONS WILL BE MAILED TO THE LAST KNOWN ADDRESS OF THE RESPONSIBLE PARTY ALSO CONTAINING THE PLS. AT LEAST 60 DAYS WILL LAPSE BETWEEN THE FIRST AND THIRD REQUIRED COMMUNICATION. DETAILED ITEMIZED STATEMENTS WILL BE MADE AVAILABLE UPON REQUEST EXCEPT WHERE PROHIBITED BY STATE OR FEDERAL REGULATIONS. ACCOUNTS WITH ZERO BALANCES WILL NOT RECEIVE THREE SEPARATE COMMUNICATIONS; HOWEVER, THESE ACCOUNT HOLDERS MAY ALSO BE ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE. ALL RESPONSIBLE PARTIES WILL RECEIVE WRITTEN NOTIFICATION REGARDING EXTRAORDINARY COLLECTION ACTIONS (ECA) THAT MAY COMMENCE IF ACTION IS NOT TAKEN. THIRTY DAYS WILL LAPSE BETWEEN ISSUANCE OF NOTIFICATION AND COMMENCEMENT OF ECA. ACTION TAKEN BY THE RESPONSIBLE PARTY CONSTITUTES MAKING PAYMENT ARRANGEMENTS FOR THE AMOUNT DUE OR COMPLETING A FINANCIAL ASSISTANCE APPLICATION. ACCOUNTS GO TO FULL COLLECTION AFTER DAY 120 IF NO PRIOR ARRANGEMENTS HAVE BEEN MADE. COLLECTION AGENCIES ARE INSTRUCTED TO MAKE PHONE CALLS AND SEND LETTERS. IF THEY CANNOT RESOLVE THE BALANCE, OR HAVE NOT BEEN ABLE TO MAKE PAYMENT ARRANGEMENTS, THE ACCOUNT IS SENT BACK TO GENESIS AS NON-COLLECTIBLE IN 24 MONTHS.
PART VI, LINE 2: A COMMUNITY BENEFIT STEERING COMMITTEE COLLABORATES WITH GENESIS ADMINISTRATION, DEPARTMENTS, AND WITH COMMUNITY AGENCIES IN OUR DEFINED GEOGRAPHIC MARKET, INCLUDING BUT NOT LIMITED TO THE PUBLIC HEALTH DEPARTMENTS, MUSKINGUM VALLEY HEALTH CENTERS, AND THE UNITED WAY, TO ASSESS COMMUNITY HEALTH NEEDS AND STRENGTHS; DEVELOP A COMMUNITY BENEFIT PLAN WITH STRATEGIC GOALS AND INTERVENTIONS; MONITOR IMPLEMENTATION OF COMMUNITY BENEFIT ACTIVITIES; EVALUATE COMMUNITY BENEFIT ACTIVITIES; ADVOCATE FOR THE COMMUNITY BENEFIT PROGRAMS; AND ASSIST IN TELLING THE GENESIS HOSPITAL COMMUNITY BENEFIT STORY.GENESIS PARTNERS WITH OUR ENTIRE LOCAL POST-ACUTE COMMUNITY, WHICH ENCOMPASSES SKILLED NURSING FACILITATES, LONG-TERM CARE, AND HOME HEALTH AGENCIES, WITH THE INTENT OF BETTERING THE TRANSITIONS OF CARE OF PATIENTS RECEIVE ONCE THEY LEAVE OUR HOSPITAL AND UNDERSTANDING THE NEEDS THAT ARISE WITHIN THESE FACILITIES IN OUR COMMUNITY. ON A BI-MONTHLY BASIS DATA IS REVIEWED AND REMEDIATION PLANS ARE FORMULATED AROUND ANY UNDERPERFORMING AREAS. WE ALSO PROVIDE ON-SITE, DISEASE-SPECIFIC EDUCATION FOR THOSE AGENCIES THAT DEMONSTRATE A NEED TO FURTHER DEVELOP THEIR STAFF IN THIS REGARD.GENESIS ACTIVELY PARTICIPATES IN MANY COMMUNITY COHORTS FOCUSED ON THE COMMUNITY'S HEALTH NEEDS INCLUDING THE HOMELESS AND HOUSING COMMITTEE, OHIO HEALTH IMPROVEMENT ZONES, COMMUNITY HEALTH WORKER PILOT PROGRAM THROUGH OHIO UNIVERSITY -ZANESVILLE, AND THE HEALTHIER MUSKINGUM COUNTY NETWORK. GENESIS HOSTS A QUARTERLY SOCIAL DETERMINANTS OF HEALTH (SDOH) WORKGROUP WHICH INCLUDES SEVERAL COMMUNITY AGENCIES. THE GOAL BEHIND THIS GROUP IS TO USE GENESIS-PROVIDED SDOH DATA TO IDENTIFY AT-RISK POPULATIONS, AND CREATE ACTION PLANS WITH THE RESOURCES AVAILABLE.GENESIS ALSO LEADS A COMMUNITY HEALTH NEEDS COLLABORATIVE MADE UP OF 5 COUNTY HEALTH DEPARTMENTS FROM THE GENESIS SERVICE AREA, AND GENESIS TEAM MEMBERS. THIS COLLABORATIVE SUPPORTS A COMBINED HEALTH NEEDS ASSESSMENT AND PLANNING PROCESS EVERY THREE YEARS, FOLLOWED BY CONTINUED DISCUSSIONS AND SUPPORT IN MEETING IDENTIFIED NEEDS. THIS GROUP ALSO PROVIDES OPPORTUNITY TO DISCUSS EMERGING NEEDS SEEN IN COMMUNITIES BETWEEN EACH NEEDS ASSESSMENT. FREQUENT MEETINGS ARE CONDUCTED OVER THE YEAR TO PROVIDE UPDATES ON CURRENT PROGRAMS AND THEIR EFFECTIVENESS. ANNUAL RESULTS ARE THEN PUBLISHED ANNUALLY: HTTPS://WWW.GENESISHCS.ORG/COMMUNITY-HEALTH-NEEDS-ASSESSMENT-AND-IMPLEMENTATION-STRATEGY
PART VI, LINE 3: GENESIS HAS SIGNAGE STRATEGICALLY LOCATED IN THE FACILITY (REGISTRATION AREAS AND CASHIER AREAS) ADVISING OF FREE CARE. BILLING STATEMENTS ALSO CONTAIN THIS INFORMATION ALONG WITH A CHARITY CARE APPLICATION PRINTED ON THE REVERSE SIDE OF THE BILL. THE INFORMATION IS ALSO AVAILABLE ON OUR WEBSITE. WE HAVE REGISTRATION STAFF THAT WORK IN THE EMERGENCY DEPARTMENT TO SCREEN PATIENTS FOR POTENTIAL MEDICAID QUALIFIERS IF THE PATIENT ALLOWS. FOR INPATIENTS, WE HAVE RESOURCE COUNSELING STAFF THAT SCREEN SELF-PAY, UNDERINSURED AND MEDICARE ONLY PATIENTS FOR MEDICAID AND/OR CHARITY.
PART VI, LINE 4: GENESIS HEALTHCARE SYSTEM DEFINES THEIR PRIMARY SERVICE AREA (GSA) AS BEING MADE UP OF COSHOCTON, GUERNSEY, MORGAN, MUSKINGUM, NOBLE, AND PERRY COUNTIES, OHIO. THESE COUNTIES ARE IN THE SOUTHEASTERN CORNER OF OHIO. ALL COUNTIES WE SERVE ARE FEDERALLY DESIGNATED AS APPALACHIAN COUNTIES. COSHOCTON, GUERNSEY, MORGAN, AND PERRY HAVE A DESIGNATED ECONOMIC STATUS OF "AT-RISK" BY THE APPALACHIAN REGIONAL COMMISSION. NOBLE IS DESIGNATED AS "DISTRESSED", AND MUSKINGUM IS DESIGNATED AS "TRANSITIONAL." SIMILARLY, ALL COUNTIES ARE DESIGNATED AS HEALTH PROFESSIONAL SHORTAGE AREAS, AND DENTAL AND MENTAL HEALTH PROFESSIONAL SHORTAGE AREAS. THE GSA'S POPULATION IS 224,771. THE POPULATIONS OF BOTH THE GSA AND OHIO REMAINED RELATIVELY THE SAME IN THE PAST 3 YEARS. ON AVERAGE, GSA COUNTIES ARE RANKED 63RD OF 88 RANKED COUNTIES IN OHIO, ACCORDING TO SOCIAL, ECONOMIC, AND HEALTH FACTORS (WITH 1 BEING THE BEST), PLACING IT IN THE BOTTOM THIRD OF THE STATE'S COUNTIES. THE % OF MALES AND FEMALES IS APPROXIMATELY EQUAL. YOUTH AGES 0-19 AND SENIORS 65+ MAKE UP 43% OF THE POPULATION. 6% OF GSA RESIDENTS ARE VETERANS, SLIGHTLY HIGHER THAN THE STATE RATE. IN THE GSA, NEARLY 1 IN 5 RESIDENTS ARE AGE 65+. 96% OF THE POPULATION IN THE GSA SPEAKS ONLY ENGLISH. 1% ARE FOREIGN-BORN. THE MAJORITY (94%) OF THE POPULATION IN THE GSA IDENTIFIES AS WHITE AS THEIR ONLY RACE. THE LIFE EXPECTANCY IN THE GSA OF 74.4 YEARS IS 1.2 YEARS SHORTER THAN IT IS FOR THE STATE OF OHIO. 1 IN 195 GSA RESIDENTS WILL DIE PREMATURELY, WHICH IS APPROXIMATELY THE SAME AS THE OHIO STATE RATE.
PART VI, LINE 5: 1. OPEN MEDICAL STAFF MODELGENESIS OPERATES WITH AN OPEN MEDICAL STAFF MODEL, ALLOWING INDEPENDENT PHYSICIANS TO APPLY FOR PRIVILEGES AND PRACTICE WITHIN THE SYSTEM. 2. COMMUNITY-BASED GOVERNANCEGENESIS HEALTHCARE SYSTEM OPERATES UNDER A COMMUNITY-BASED GOVERNANCE MODEL AND IS JOINTLY SPONSORED BY TWO BOARDS: THE FRANCISCAN SISTERS OF CHRISTIAN CHARITY, A CATHOLIC SPONSOR, AND THE BETHESDA BOARD. THIS DUAL SPONSORSHIP REFLECTS THE SYSTEM'S HISTORICAL ROOTS, FORMED THROUGH THE 1997 AFFILIATION OF GOOD SAMARITAN MEDICAL CENTER AND BETHESDA CARE SYSTEMTWO ORGANIZATIONS THAT HAD SERVED THE COMMUNITY FOR OVER A CENTURY. 3. REINVESTMENT OF SURPLUS FUNDSAS A NOT-FOR-PROFIT HEALTH SYSTEM, GENESIS REINVESTS ANY SURPLUS FUNDS DIRECTLY INTO IMPROVING PATIENT CARE, EXPANDING SERVICES, UPGRADING FACILITIES, AND SUPPORTING COMMUNITY BENEFIT PROGRAMS. THESE REINVESTMENTS HELP SUSTAIN LONG-TERM ACCESS TO QUALITY HEALTHCARE FOR ALL RESIDENTS, REGARDLESS OF THEIR ABILITY TO PAY 4. CHARITY CARE AND FINANCIAL ASSISTANCEGENESIS PROVIDES MILLIONS OF DOLLARS ANNUALLY IN CHARITY CARE AND ABSORBS SIGNIFICANT LOSSES FROM UNDER-REIMBURSED GOVERNMENT PROGRAMS LIKE MEDICARE AND MEDICAID. THIS FINANCIAL COMMITMENT ENSURES THAT VULNERABLE POPULATIONS CONTINUE TO RECEIVE ESSENTIAL HEALTHCARE SERVICES 5. 340B DRUG PRICING PROGRAM PARTICIPATIONTHROUGH PARTICIPATION IN THE FEDERAL 340B PROGRAM, GENESIS IS ABLE TO OFFER DISCOUNTED OUTPATIENT MEDICATIONS TO LOW-INCOME, UNINSURED, AND MEDICAID PATIENTS, FURTHER REDUCING BARRIERS TO CARE 6. EMPLOYEE VOLUNTEERISM AND COMMUNITY ENGAGEMENTGENESIS ENCOURAGES STAFF TO ENGAGE IN COMMUNITY SERVICE THROUGH A FORMAL EMPLOYEE VOLUNTEER PROGRAM. THIS INITIATIVE STRENGTHENS TIES BETWEEN THE HEALTH SYSTEM AND THE COMMUNITY WHILE PROMOTING A CULTURE OF SERVICE AMONG HEALTHCARE PROFESSIONALS.
PART VI, LINE 6: GENESIS HEALTHCARE SYSTEM PARTNERS WITH A NETWORK OF AFFILIATED ORGANIZATIONS TO EXTEND ITS MISSION OF IMPROVING THE HEALTH OF THE COMMUNITIES IT SERVES. KEY AFFILIATES INCLUDE: GENESIS CHILDREN'S CENTER, WHICH PROVIDES HIGH-QUALITY EARLY CHILDHOOD EDUCATION AND CARE, INCLUDING TODDLER AND PRESCHOOL PROGRAMS, FULL-DAY AND DROP-IN CARE, LATCHKEY SERVICES, AND SUMMER PROGRAMS FOR SCHOOL-AGE CHILDREN. GENESIS OXYGEN & SLEEP THERAPY, OFFERING RESPIRATORY AND SLEEP-RELATED MEDICAL EQUIPMENT AND SUPPORT TO PATIENTS MANAGING CHRONIC CONDITIONS AT HOME. GENESIS PHARMACIES, WHICH PROVIDE PRESCRIPTION SERVICES, HOME MEDICAL EQUIPMENT, AND PHARMACY SUPPORT FOR LONG-TERM CARE FACILITIES, WITH ADDED CONVENIENCES SUCH AS FREE LOCAL DELIVERY AND DRIVE-UP WINDOWS. GENESIS COMMUNITY AMBULANCE SERVICE, LAUNCHED IN 2021 TO PROVIDE FREE TRANSPORTATION HOME FOR PATIENTS WHO HAD TESTED POSITIVE FOR OR WERE EXPOSED TO COVID-19 AND WERE UNABLE TO SECURE RIDES THROUGH TRADITIONAL MEANS. IN 2022, GENESIS BEGAN REIMBURSING THE COST OF THESE RIDES AND EXPANDED THE SERVICE TO INCLUDE PATIENTS WITH NO OTHER MEANS OF TRANSPORTATION. ACCESS TO RELIABLE TRANSPORTATION REMAINS A SIGNIFICANT NEED IN THE GENESIS SERVICE AREA. GENESIS IMAGING, OFFERING A FULL SPECTRUM OF ADVANCED DIAGNOSTIC IMAGING SERVICESINCLUDING MRI, CT, ULTRASOUND, DIGITAL MAMMOGRAPHY, AND NUCLEAR MEDICINE. GENESIS ANESTHESIA PROVIDERS (GAP), A DEDICATED TEAM OF ANESTHESIA PROFESSIONALS SUPPORTING SURGICAL AND PROCEDURAL CARE ACROSS GENESIS FACILITIES. GENESIS MEDICAL GROUP (GMG), A NETWORK OF SPECIALTY PROVIDERS COMMITTED TO DELIVERING COORDINATED, PATIENT-CENTERED CARE THROUGHOUT THE REGION. GENESIS PRIMARY CARE PHYSICIANS (GPCP), A GROUP OF DEDICATED FAMILY MEDICINE AND INTERNAL MEDICINE PROVIDERS FOCUSED ON PREVENTIVE CARE, CHRONIC DISEASE MANAGEMENT, AND LONG-TERM PATIENT RELATIONSHIPS TO SUPPORT OVERALL HEALTH AND WELLNESS. GENESIS EMERGENCY PHYSICIANS (GEP), A TEAM OF BOARD-CERTIFIED EMERGENCY MEDICINE PHYSICIANS AND ADVANCED PROVIDERS PROVIDING 24/7 CARE IN GENESIS EMERGENCY DEPARTMENTS. GENESIS INTEGRATED HEALTH NETWORK, A CLINICALLY INTEGRATED NETWORK THAT BRINGS TOGETHER PHYSICIANS, HOSPITALS, AND OTHER PROVIDERS TO IMPROVE QUALITY, ENHANCE PATIENT OUTCOMES, AND REDUCE HEALTHCARE COSTS. HEALTHYPATH, A COMMUNITY-BASED HEALTH PLAN OFFERED IN PARTNERSHIP WITH GENESIS HEALTHCARE SYSTEM, QUALITY CARE PARTNERS, AND LOCAL BENEFIT ADVISORS. DESIGNED FOR EMPLOYER-SPONSORED HEALTH PLANS WITH FIVE OR MORE ENROLLED EMPLOYEES, HEALTHYPATH COMBINES THE PREDICTABILITY OF A FULLY INSURED PLAN WITH THE COST SAVINGS OF A SELF-INSURED MODEL. IT FEATURES CONCIERGE NETWORK MANAGEMENT, LOW-COST PHARMACY BENEFITS, AND REINSURANCE, WHILE OFFERING MEMBERS $0 DEDUCTIBLES AND $0 COPAYS FOR MOST SERVICES WHEN USING LOCAL HEALTHCARE PARTNERS GENESIS HEALTHCARE FOUNDATION, A NOT-FOR-PROFIT ORGANIZATION THAT SUPPORTS THE MISSION OF GENESIS THROUGH PHILANTHROPIC EFFORTS. THE FOUNDATION RAISES FUNDS TO ENHANCE PATIENT CARE, EXPAND COMMUNITY HEALTH INITIATIVES, AND SUPPORT CAPITAL IMPROVEMENTS AND ADVANCED TECHNOLOGY. THROUGH GENEROUS DONATIONS FROM INDIVIDUALS, BUSINESSES, AND COMMUNITY PARTNERS, THE FOUNDATION HELPS ENSURE THAT HIGH-QUALITY, COMPASSIONATE CARE REMAINS ACCESSIBLE TO ALL.
PART VI, LINE 7, REPORTS FILED WITH STATES OH
Schedule H (Form 990) 2024
Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule I
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number
31-1480941
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
(if applicable)
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
noncash assistance
(h) Purpose of grant
or assistance
(1) UNITED WAY OF COSHOCTON COUNTY
402 MAIN ST
COSHOCTON,OH43812
31-1020238 501(C)(3) 5,016 0     CORPORATE DONATION FOR PLEDGE CAMPAIGN
(2) GENESIS HEALTHCARE FOUNDATION
1135 MAPLE AVENUE
ZANESVILLE,OH43701
31-1629034 501(C)(3) 63,919 0     DONATION FOR AT RISK COMPENSATION
(3) GENESIS HEALTHCARE NURSES LINE
1135 MAPLE AVENUE
ZANESVILLE,OH43701
31-1629034 501(C)(3) 53,392 0     COMMUNITY NURSES LINE
(4) BUCKEYE VALLEY FAMILY YMCA
1425 NEWARK RD
ZANESVILLE,OH43701
31-6053101 501(C)(3) 55,000 0     CORPORATE DONATION FOR PLEDGE CAMPAIGN
(5) UNITED WAY OF MPM COUNTIES
526 PUTNAM AVENUE
ZANESVILLE,OH43701
31-4379456 501(C)(3) 20,000 0     CORPORATE DONATION FOR PLEDGE CAMPAIGN
(6) CENTRAL AMERICAN MEDICAL OUTREACH
322 WESTWOOD AVENUE
ORVILLE,OH44667
34-1740695 501(C)(3) 0 260,626 FMV   DONATION OF SUPPLIES
(7) MUSKINGUM VALLEY HEALTH CENTER
716 ADAIR AVENUE
ZANESVILLE,OH43701
20-8814374 501(C)(3) 55,000 0     CORPORATE DONATION FOR PATIENT CARE CHARITABLE FUNDS
(8) MUSKINGUM COUNTY COMMUNITY FOUNDATION
534 PUTMAN AVENUE
ZANESVILLE,OH43701
31-1147022 501(C)(3) 10,000 0     GROUNDHOG DAY CELEBRATION & HALF MARATHON RACE
(9) OUR TOWN COSHOCTON
PO BOX 1633
COSHOCTON,OH43812
45-5063130 501(C)(3) 20,000 0     CORPORATE SPONSORSHOP FOR OUR TOWN COSHOCTON
(10) JUNIOR ACHIEVEMENT OF CENTRAL OHIO
68 E 2ND ST AVE
COLUMBUS,OH43201
31-4385042 501(C)(3) 7,500 0     "INSPIRE" SPONSORSHIP
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
10
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) Rev. 1-2025

Schedule I (Form 990) Rev. 1-2025
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
noncash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of noncash assistance
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2; Part III, column (b); and any other additional information.
Return Reference Explanation
PART I, LINE 2: DONATIONS ARE GRANTED TO 501(C)(3) OR RELATED GENESIS HEALTHCARE SYSTEM ORGANIZATIONS. RECIPIENTS ARE REVIEWED AND GRANTS ARE MONITORED WHEN AWARDED FOR PROPER USAGE.
Schedule I (Form 990) Rev. 1-2025



Additional Data


Software ID:  
Software Version:  


Schedule J
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic Attach to Form 990.
medium right arrow graphic Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public Inspection
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
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 on 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 on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of 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
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....
2
Yes
 
3
Indicate which, if any, of the following the filing organization used 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 on 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), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on 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," on line 5a or 5b, describe in Part III.
6
For persons listed on 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," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on 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" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
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 on 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 (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column (B) reported as deferred on prior Form 990
(i) Base
compensation
(ii) Bonus & incentive
compensation
(iii) Other reportable compensation
1MATTHEW PERRY
PRESIDENT/CEO
(i)

(ii)
980,642
-------------
0
61,864
-------------
0
0
-------------
0
10,350
-------------
0
25,320
-------------
0
1,078,176
-------------
0
0
-------------
0
2DIANNA LEVECK
CHIEF HUMAN RESOURCES OFFI
(i)

(ii)
555,463
-------------
0
68,335
-------------
0
249,395
-------------
0
9,352
-------------
0
25,443
-------------
0
907,988
-------------
0
0
-------------
0
3KRISTY RITCHIE MD
TRUSTEE
(i)

(ii)
379,906
-------------
0
275,665
-------------
0
0
-------------
0
9,866
-------------
0
32,764
-------------
0
698,201
-------------
0
0
-------------
0
4BRANDICE ALEXANDER DO
PRESIDENT OF MEDICAL STAFF
(i)

(ii)
612,177
-------------
0
44,628
-------------
0
0
-------------
0
10,350
-------------
0
18,563
-------------
0
685,718
-------------
0
0
-------------
0
5MICHAEL NORMAN
CHIEF FINANCIAL OFFICER
(i)

(ii)
523,156
-------------
0
73,124
-------------
0
32,499
-------------
0
10,350
-------------
0
31,670
-------------
0
670,799
-------------
0
0
-------------
0
6EDMUND ROMITO
CHIEF INFORMATION OFFICER
(i)

(ii)
514,790
-------------
0
62,887
-------------
0
55,900
-------------
0
10,350
-------------
0
19,733
-------------
0
663,660
-------------
0
0
-------------
0
7SCOTT WEGNER MD
CHIEF CLINICAL OFFICER
(i)

(ii)
414,845
-------------
0
126,552
-------------
0
43,551
-------------
0
10,350
-------------
0
35,515
-------------
0
630,813
-------------
0
0
-------------
0
8SHARON PARKER
CHIEF OPERATION OFFICER
(i)

(ii)
475,653
-------------
0
65,758
-------------
0
57,941
-------------
0
10,350
-------------
0
20,493
-------------
0
630,195
-------------
0
0
-------------
0
9WENDY CEDOZ
CHIEF LEGAL OFFICER
(i)

(ii)
487,322
-------------
0
59,672
-------------
0
39,747
-------------
0
10,350
-------------
0
22,203
-------------
0
619,294
-------------
0
0
-------------
0
10CHRISTOPHER SCHOELLES
CHIEF OPERATION OFFICER
(i)

(ii)
466,906
-------------
0
59,711
-------------
0
25,398
-------------
0
6,139
-------------
0
34,950
-------------
0
593,104
-------------
0
0
-------------
0
11LINDA SUPPLEE
DIRECTOR/CPHO
(i)

(ii)
443,702
-------------
0
51,263
-------------
0
45,500
-------------
0
6,071
-------------
0
1,000
-------------
0
547,536
-------------
0
0
-------------
0
12SHON BENDER
CHIEF NURSING OFFICER
(i)

(ii)
426,726
-------------
0
52,769
-------------
0
21,526
-------------
0
10,350
-------------
0
7,258
-------------
0
518,629
-------------
0
0
-------------
0
13ERIN REMSTER DO
TRUSTEE
(i)

(ii)
343,043
-------------
0
34,446
-------------
0
0
-------------
0
9,714
-------------
0
19,063
-------------
0
406,266
-------------
0
0
-------------
0
14LES BOYER
DIRECTOR
(i)

(ii)
258,703
-------------
0
34,315
-------------
0
0
-------------
0
5,210
-------------
0
19,893
-------------
0
318,121
-------------
0
0
-------------
0
15GREG MATONAK
DIRECTOR
(i)

(ii)
243,144
-------------
0
32,901
-------------
0
0
-------------
0
4,187
-------------
0
23,664
-------------
0
303,896
-------------
0
0
-------------
0
16MARIANNE GRAHAM
DIRECTOR
(i)

(ii)
215,209
-------------
0
31,037
-------------
0
0
-------------
0
6,395
-------------
0
23,804
-------------
0
276,445
-------------
0
0
-------------
0
17CHARLES ADAMS
LEAN SIX SIGMA, DIRECTOR
(i)

(ii)
188,329
-------------
0
50,178
-------------
0
8,906
-------------
0
5,069
-------------
0
19,125
-------------
0
271,607
-------------
0
0
-------------
0
18TISHA BABCOCK
DIRECTOR
(i)

(ii)
179,421
-------------
0
31,924
-------------
0
0
-------------
0
1,253
-------------
0
32,242
-------------
0
244,840
-------------
0
0
-------------
0
Schedule J (Form 990) (Rev. 1-2025)

Schedule J (Form 990) (Rev. 1-2025)
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART I, LINE 1A THE ORGANIZATION PAYS COUNTRY CLUB DUES AND RELATED BUSINESS EXPENSES FOR MEMBERS OF SENIOR LEADERSHIP. PERSONAL USAGE IS PAID BY THE INDIVIDUAL AND THE PERCENTAGE OF DUES RELATED TO PERSONAL USAGE ARE ADDED TO THE INDIVIDUALS W-2.
PART I, LINE 7 BOARD REVIEWS BONUSES BASED ON PERFORMANCE.
PART I, LINE 4B: A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN (SERP) WAS SET UP TO PROVIDE ADDITIONAL DEFERRED RETIREMENT INCOME TO THE GENESIS HEALTH CARE SYSTEM SENIOR LEADERSHIP TEAM MEMBERS. THIS PLAN IS FUNDED BY GENESIS AND VESTS WITH SERVICE. GENESIS HEALTHCARE SYSTEM MADE CONTRIBUTIONS TO NONQUALIFIED RETIREMENT PLANS FOR THE FOLLOWING INDIVIDUALS: WENDY CEDOZ: $39,747 DIANNA LEVECK: $249,395 EDMUND ROMITO: $55,900 SHARON PARKER: $57,941 SHON BENDER: $21,526 MICHAEL NORMAN: $32,499 CHRISTOPHER SCHOELLES: $25,398 LINDA SUPPLEE: $45,500 SCOTT WEGNER: $43,551 CHARLES ADAMS: $8,906
Schedule J (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Information on Tax-Exempt Bonds
Complete if the organization answered "Yes" to Form 990, Part , line 24a. Provide descriptions,
explanations, and any additional information in Part .
Attach to Form 990.

Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number
31-1480941
Part
Bond Issues
(a) Issuer name (b) Issuer EIN (c) CUSIP # (d) Date issued (e) Issue price (f) Description of purpose (g) Defeased (h) On
behalf of
issuer
(i) Pool
financing
Yes No Yes No Yes No
A COUNTY OF MUSKINGUM OHIO
 
31-6400080 628077CK3 05-09-2013 294,645,952 ACQUIRING, CONSTRUCTING, RENOVATING, INSTALLING AND EQUIPPING HOSP FAC.   X   X   X
B COUNTY OF COSHOCTON OHIO
 
31-6400064 000000000 02-01-2024 25,000,000 ACQUIRING, CONSTRUCTING, RENOVATING, INSTALLING AND EQUIPPING MEDICAL CENTER   X   X   X
Part
Proceeds
A B C D
1 Amount of bonds retired .................. 37,610,000      
2 Amount of bonds legally defeased ..............        
3 Total proceeds of issue .................. 294,645,952 25,000,000    
4 Gross proceeds in reserve funds ............. 18,019,125 880,245    
5 Capitalized interest from proceeds ............. 27,255,403      
6 Proceeds in refunding escrows ...............        
7 Issuance costs from proceeds ............... 4,794,175 493,610    
8 Credit enhancement from proceeds .............        
9 Working capital expenditures from proceeds .............        
10 Capital expenditures from proceeds ............. 197,697,357 4,383,943    
11 Other spent proceeds ............. 46,879,891 19,242,203    
12 Other unspent proceeds .............        
13 Year of substantial completion ............. 2016 2024
Yes No Yes No Yes No Yes No
14 Were the bonds issued as part of a current refunding issue of tax-exempt
bonds (or, if issued prior to 2020, a current refunding issue)? ........
  X   X        
15 Were the bonds issued as part of an advance refunding issue of taxable
bonds (or, if issued prior to 2020, an advance refunding issue)? ........
X   X          
16 Has the final allocation of proceeds been made? ..........   X   X        
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? .................. X   X          
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50193E
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 2
Part
Private Business Use
A B C D
Yes No Yes No Yes No Yes No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............   X   X        
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............   X   X        
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............   X   X        
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?                
c Are there any research agreements that may result in private business use of bond-financed property? .............   X   X        
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?                
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government .... 0 % 0 %    
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government ......... 0 % 0 %    
6 Total of lines 4 and 5 ............. 0 % 0 %    
7 Does the bond issue meet the private security or payment test? ...   X   X        
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............   X   X        
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..        
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............                
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under
Regulations sections 1.141-12 and 1.145-2? ........
X   X          
Part
Arbitrage
A B C D
Yes No Yes No Yes No Yes No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...   X   X        
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......   X   X        
b Exception to rebate? ........   X   X        
c No rebate due? ......... X     X        
If "Yes" to line 2c, provide in Part the date the rebate
computation was performed ......
3 Is the bond issue a variable rate issue? .....   X X          
Schedule K (Form 990) (Rev. 1-2025)

Schedule K (Form 990) (Rev. 1-2025)
Page 3
Part
Arbitrage (Continued)
A B C D
Yes No Yes No Yes No Yes No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?   X   X        
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of hedge .........        
d Was the hedge superintegrated? ......                
e Was the hedge terminated? ........                
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?   X   X        
b Name of provider ..........  
 
 
 
 
 
 
 
c Term of GIC .........        
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........                
6 Were any gross proceeds invested beyond an available temporary period?   X   X        
7 Has the organization established written procedures to monitor the requirements of section 148? ...   X   X        
Part
Procedures To Undertake Corrective Action
A B C D
Yes No Yes No Yes No Yes No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations? X   X          
Part
Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).
Return Reference Explanation
SCHEDULE K: ENTITY A: PART IV: LINE 2C DATES OF REBATE COMPUTATIONS: 05/25/2018 05/04/2023
Schedule K (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version:  

SCHEDULE O
(Form 990)
(Rev. January 2025)
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 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for instructions and the latest information.
OMB No. 1545-0047
Open to Public
Inspection
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 6 FRANCISCAN SISTERS OF CHRISTIAN CHARITY SPONSORED MINISTRIES, INC., AND BETHESDA CARE SYSTEM ARE THE MEMBERS OF THE ORGANIZATION.
FORM 990, PART VI, SECTION A, LINE 7A THE MEMBERS OF THE FILING ORGANIZATION, HAVE THE RIGHT TO ELECT OR APPOINT ONE OR MORE MEMBERS OF THE ORGANIZATION'S GOVERNING BODY, WHETHER PERIODICALLY, OR AS VACANCIES ARISE, OR OTHERWISE.
FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERS OF THE FILING ORGANIZATION, HAVE THE RIGHT TO APPROVE OR RATIFY DECISIONS OF THE ORGANIZATION'S GOVERNING BODY SUCH AS APPROVAL OF THE GOVERNING'S BODY'S DECISION TO DISSOLVE THE ORGANIZATION.
FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED BY THE CFO AND MADE AVAILABLE TO THE BOARD OF DIRECTORS IN ITS ENTIRETY FOR REVIEW.
FORM 990, PART VI, SECTION B, LINE 12C ALL POTENTIAL CONFLICTS OF INTEREST OF BOARD MEMBERS AND OFFICERS MUST BE DISCLOSED TO THE BOARD OF DIRECTORS AND THE BOARD WILL DETERMINE IF A CONFLICT EXISTS AND APPROPRIATE PROCEDURES TO MITIGATE THE SITUATION, SUCH AS ALTERNATIVE TRANSACTIONS AND PARTICIPATION AND VOTING RESTRICTIONS. THE COMPLIANCE OFFICER MONITORS AND ENFORCES THESE POLICIES. ALL OFFICERS AND DIRECTORS REVIEW AND SIGN A CONFLICT OF INTEREST DISCLOSURE STATEMENT ANNUALLY.
FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF THE CEO IS MANAGED THROUGH A THIRD PARTY THAT IS A NATIONALLY RECOGNIZED FIRM SPECIALIZING IN COMPENSATION BENCHMARKING AND ANALYSIS. THE FIRM IS RECOGNIZED FOR THEIR EXPERTISE IN EVALUATING TOTAL COMPENSATION AT THE EXECUTIVE LEVEL. THIS FIRM PRESENTS THEIR RECOMMENDATIONS AND ANALYSIS TO THE COMPENSATION COMMITTEE, WHICH IS MADE UP OF INDEPENDENT MEMBERS OF THE GENESIS BOARD OF DIRECTORS. THE COMMITTEE IS RESPONSIBLE FOR MAKING A RECOMMENDATION TO THE BOARD OF DIRECTORS REGARDING THE EXECUTIVE COMPENSATION POLICY AND SPECIFIC COMPONENTS OF THE TOTAL COMPENSATION OF THE CEO. THE CEO IS ACTIVELY INVOLVED IN THE REVIEW, ANALYSIS AND RECOMMENDATION RELATED TO THE TOTAL COMPENSATION FOR THE REMAINING MEMBERS OF THE SENIOR LEADERSHIP TEAM. THE CEO DETERMINES THE COMPENSATION OF THE SENIOR LEADERSHIP TEAM MEMBERS WITHIN THE PARAMETERS ESTABLISHED BY THE COMPENSATION COMMITTEE. THIS COMPENSATION PROCESS WAS LAST COMPLETED IN 2024.
FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND CONSOLIDATED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A: RANDY COCHRANE, TRUSTEE, IS ALSO AN INDEPENDENT CONTRACTOR OF THE ORGANIZATION AND IS PAID SOLELY FOR THE SERVICES HE PROVIDES UNDER THE CONTRACT, NOT FOR HOURS SPENT AS A TRUSTEE.
FORM 990, PART IX, LINE 11G BILLING: PROGRAM SERVICE EXPENSES 1,112,483. MANAGEMENT AND GENERAL EXPENSES 1,096,140. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,208,623. CLEANING: PROGRAM SERVICE EXPENSES 347,307. MANAGEMENT AND GENERAL EXPENSES 342,205. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 689,512. CONSULTING: PROGRAM SERVICE EXPENSES 1,790,541. MANAGEMENT AND GENERAL EXPENSES 1,764,235. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,554,776. COURIER: PROGRAM SERVICE EXPENSES 513,774. MANAGEMENT AND GENERAL EXPENSES 506,226. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,020,000. FOOD & NUTRITION SERVICES: PROGRAM SERVICE EXPENSES 2,822,050. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,822,050. INFECTIOUS WASTE REMOVAL: PROGRAM SERVICE EXPENSES 129,299. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 129,299. LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 3,218,890. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,218,890. LAUNDRY SERVICES: PROGRAM SERVICE EXPENSES 1,744,984. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,744,984. MAINTENANCE CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 5,151,246. MANAGEMENT AND GENERAL EXPENSES 5,075,567. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,226,813. MEDICAL SERVICES FEES: PROGRAM SERVICE EXPENSES 42,185,525. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 42,185,525. PATIENT SERVICES: PROGRAM SERVICE EXPENSES 39,457. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,457. PHARMACEUTICAL FEES: PROGRAM SERVICE EXPENSES 275,923. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 275,923. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 36,916. MANAGEMENT AND GENERAL EXPENSES 36,373. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 73,289. SPONSORSHIP FEES: PROGRAM SERVICE EXPENSES 46,943. MANAGEMENT AND GENERAL EXPENSES 46,253. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 93,196. TRANSPORATION SERVICES: PROGRAM SERVICE EXPENSES 1,783,426. MANAGEMENT AND GENERAL EXPENSES 1,757,225. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,540,651.
FORM 990, PART XI, LINE 9: PLEDGE RECEIVABLE FROM RELATED ORG -99,397,000. ASSETS RELEASED FROM RESTRICTION 2,098,235. TRANSFER TO/FROM AFFILIATES -2,607,202.
FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND IS INVOLVED IN THE SELECTION OF THE INDEPENDENT ACCOUNTANT WHICH COMPLETES THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, PAGE 1, LINE H(D): THIS IS THE PARENT RETURN FOR A GROUP: GENESIS HEALTHCARE SYSTEM GROUP RETURN, EIN: 31-1773259
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990) (Rev. 1-2025)


Additional Data


Software ID:  
Software Version:  
SCHEDULE R
(Form 990)

(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047
Open to Public Inspection
Name of the organization
GENESIS HEALTHCARE SYSTEM
 
Employer identification number

31-1480941
Part I
Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) 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

(1) GENESIS INTEGRATED HEALTH NETWORK LLC
2951 MAPLE AVENUE
ZANESVILLE,OH43701
88-1341428
COORDINATE CARE OH 0 0 GENESIS HEALTHCARE SYSTEM
 
(2) GCMC PROPERTIES
2951 MAPLE AVENUE
ZANESVILLE,OH43701
93-4718706
REAL ESTATE HOLDING OH 0 0 GENESIS HEALTHCARE SYSTEM
 
(3) HEALTHYPATH LLC
2951 MAPLE AVENUE
ZANESVILLE,OH43701
99-4041848
INSURANCE OH -1,800 0 GENESIS HEALTHCARE SYSTEM
 






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 entity?
Yes No
(1)GENESIS HEALTHCARE FOUNDATION
2951 MAPLE AVENUE

ZANESVILLE,OH43701
31-1629304
FUNDRAISING FOR GHS OH 501(C)(3) 3 GENESIS HEALTHCARE SYSTEM
 
Yes
 
(2)GOOD SAMARITAN MEDICAL CENTER FOUNDATION
2951 MAPLE AVENUE

ZANESVILLE,OH43701
31-0969646
FUNDRAISING FOR GHS OH 501(C)(3) 3 GENESIS HEALTHCARE FOUNDATION
 
Yes
 
(3)BETHESDA HOSPITAL FOUNDATION
2951 MAPLE AVENUE

ZANESVILLE,OH43701
31-0885513
FUNDRAISING FOR GHS OH 501(C)(3) 3 GENESIS HEALTHCARE FOUNDATION
 
Yes
 
(4)GOOD SAMARITAN MEDICAL CENTER
2951 MAPLE AVENUE

ZANESVILLE,OH43701
31-4379479
MAINTAINS REAL ESTATE TITLE FOR HOSPITAL OH 501(C)(3) 3 GENESIS HEALTHCARE SYSTEM
 
Yes
 
(5)CARESERVE
2951 MAPLE AVENUE

ZANESVILLE,OH43701
31-1099924
FORMERLY OPERATED 2 NURSING HOMES THAT WERE SOLD PRIOR TO 2012 OH 501(C)(3) 3 GENESIS HEALTHCARE SYSTEM
 
Yes
 
(6)COMMUNITY AMBULANCE SERVICE
2951 MAPLE AVENUE

ZANESVILLE,OH43701
34-1773323
AMBULANCE SERVICE OH 501(C)(3) LINE 11 GENESIS HEALTHCARE SYSTEM
 
Yes
 
(7)GENESIS CAREGIVERS
2951 MAPLE AVENUE

ZANESVILLE,OH43701
31-1282152
HOME CARE SERVICES OH 501(C)(3) 3 CARESERVE
 
Yes
 
(8)BETHESDA HOSPITALITY SHOP
2951 MAPLE AVENUE

ZANESVILLE,OH43701
31-6050713
GIFT SHOP OH 501(C)(3) 3 GENESIS HEALTHCARE SYSTEM
 
Yes
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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












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
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) CARELIFE LLC

2951 MAPLE AVENUE
ZANESVILLE,OH43701
31-1128717
PHYSICIAN SERVICES, CHILDCARE SERVICES, PHARMACY, DME OH GENESIS HEALTHCARE SYSTEM
 
C -87,363,653 62,576,875 100.000 % Yes  
(2) SOUTHEAST OHIO MEDICAL INSURANCE COMPANY

FIRST CARIBBEAN HOUSE
GEORGE TOWN,CAYMAN ISLANDS  
CJ
98-0436356
CAPTIVE INSURANCE COMPANY CJ GENESIS HEALTHCARE SYSTEM
 
C   19,865,393 100.000 % Yes  










Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 3
Part V
Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
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, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
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 Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
Yes
 
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
Yes
 
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
r Other transfer of cash or property to related organization(s) ............................
1r
Yes
 
s Other transfer of cash or property from related organization(s) ............................
1s
Yes
 
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 related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved
(1) CARELIFE LLC

S 99,397,000 ACCRUAL TRANSACTION





Schedule R (Form 990) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule R (Form 990) (Rev. 1-2025)
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R. See instructions.
Return Reference Explanation
Schedule R (Form 990) (Rev. 1-2025)

Additional Data


Software ID:  
Software Version: