2017-05-11T12:13:22-04:00 2016-06-30 990 2015-07-01 231512747 HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY HOLY 5702716624 100 N ACADEMY AVE MC 49-70 DANVILLE PA 178229800 DAVID J FELICIO ESQUIRE SECRETARY 5702716640 2017-05-08 2015 2021-01-29 14:40:06Z KYLE C SNYDER MHA 100 NORTH ACADEMY AVENUE MC 22-01 DANVILLE PA 17822 294663241 false X WWW.HSH.ORG X 1963 PA TO PROVIDE RESOURCES FOR THE RESTORATION AND MAINTENANCE OF HEALTH AND THE PREVENTION OF DISEASE. 17 15 2303 190 1813766 406982 2134571 2156722 292096880 285299314 15183043 4295914 7336769 2911291 316751263 294663241 37421002 0 0 133769614 131956007 0 0 158137999 156729841 329328615 288685848 -12577352 5977393 224773221 206226257 166592756 147921316 58180465 58304941 X HOLY SPIRIT HOSPITAL IS A COMMUNITY CATHOLIC HOSPITAL SPONSORED BY THE SISTERS OF CHRISTIAN CHARITY TO CARRY OUT THE HEALING MINISTRY OF JESUS CHRIST TO ALL IN NEED. WE PROVIDE HIGH QUALITY, COST-EFFECTIVE HEALTH SERVICES TO DEVELOP HEALTHY COMMUNITIES IN THE GREATER PATIENT CARE SERVICES. false false 250835508 286196279 PATIENT CARE SERVICES: PATIENT CARE SERVICES IS DRIVEN BY THE HOSPITAL'S MISSION, VISION AND VALUES. THE PROVISION OF HIGHLY SKILLED, COMPETENT AND COMPASSIONATE NURSING CARE IS ESSENTIAL TO FULFILL OUR COMMITMENT TO EXCELLENCE IN CLINICAL PRACTICE, EDUCATION AND NURSING RESEARCH. INPATIENT NURSING UNIT EXPENSES IN FY2015 WERE 20,464,112; SURGICAL NURSING SERVICE EXPENSES WERE 30,366,479; AND ALL OTHER NURSING EXPENSES TOTALED 13,265,277. THOSE EXPENSES TOTALED OVER 64 MILLION. IN MAY 2013, HOLY SPIRIT HOSPITAL NURSES ACHIEVED MAGNET STATUS FROM THE AMERICAN NURSES CREDENTIALING CENTER'S MAGNET RECOGNITION PROGRAM. ACHIEVING MAGNET IS THE GOLD STANDARD FOR NURSING EXCELLENCE AND REQUIRES UNDERGOING A VOLUNTARY, RIGOROUS AND LENGTHY REVIEW PROCESS THAT EXAMINES A BROAD RANGE OF BENCHMARKS FROM INNOVATIONS IN NURSING PRACTICE, PROFESSIONAL EDUCATION, AND PATIENT OUTCOMES TO QUALITY MEASURES AND PATIENT SATISFACTION. ONLY A SMALL PERCENTAGE OF HOSPITALS NATIONWIDE HAVE RECEIVED MAGNET CREDENTIALING TO DATE. U.S. NEWS & WORLD REPORTS USES MAGNET STATUS AS ONE FACTOR IN DETERMINING ITS ANNUAL RANKING OF HOSPITALS NATIONWIDE. HOLY SPIRIT HOSPITAL WAS RECOGNIZED AS ONE OF THE BEST REGIONAL HOSPITALS, RANKING 13TH IN PENNSYLVANIA IN 2014-2015. IN ADDITION, HOLY SPIRIT HOSPITAL WAS HONORED AS A HIGH-PERFORMER IN SOUTH CENTRAL PENNSYLVANIA IN TEN SPECIALTIES, INCLUDING CANCER, DIABETES AND ENDOCRINOLOGY, GASTROENTEROLOGY AND GI SURGERY, GERIATRICS, GYNECOLOGY, NEPHROLOGY, NEUROLOGY AND NEUROSURGERY, ORTHOPEDICS, PULMONARY, AND UROLOGY. HOLY SPIRIT HOSPITAL EARNED THE HEALTHSTREAM "EXCELLENCE THROUGH INNOVATION" AWARD FOR LEADING INNOVATION IN PATIENT EXPERIENCE. THE HOSPITAL SAFETY SCORE RATES HOW WELL HOSPITALS PROTECT PATIENTS FROM ACCIDENT, ERRORS, INJURIES, AND INFECTIONS. HOLY SPIRIT IS THE ONLY HOSPITAL IN THE HARRISBURG REGION TO CONSISTENTLY SCORE AN "A" RATING. IN NOVEMBER 2014, THE JOINT COMMISSION RECOGNIZED HOLY SPIRIT HOSPITAL AS A 2013 TOP PERFORMER ON KEY QUALITY MEASURES FOR ATTAINING AND SUSTAINING EXCELLENCE IN ACCOUNTABILITY MEASURE PERFORMANCE FOR HEART ATTACK, HEART FAILURE, PNEUMONIA, AND SURGICAL CARE. HOLY SPIRIT ISONE OF 1,224 HOSPITALS IN THE UNITED STATES TO ACHIEVE THIS DISTINCTION AND ONE OF ONLY 314 HOSPITALS TO ACHIEVE THE TOP PERFORMER DISTINCTION FOR THE PAST THREE CONSECUTIVE YEARS. HOLY SPIRIT HOSPITAL EARNED THE 2015 GET WITH THE GUIDELINES STROKE GOLD PLUS AWARD, AS WELL AS THE 2015 GET WITH THE GUIDELINES A-FIB PARTICIPATING ACHIEVEMENT AWARD FROM THE AMERICAN HEART ASSOCIATION AND THE AMERICAN STROKE ASSOCIATION. THE HOSPITAL & HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA AWARDED HOLY SPIRIT WITH THE "SAFETY ACROSS THE BOARD" EXCELLENCE AWARD FOR THE HOSPITAL'S WORK ACROSS MULTIPLE TEAMS. HOLY SPIRIT ALSO EARNED THE READMISSIONS PROJECT EXCELLENCE AWARD FOR WORK ON THE PENNSYLVANIA HOSPITAL ENGAGEMENT NETWORK (PA-HEN) READMISSIONS PROJECT. REGISTERED NURSES IN PATIENT CARE SERVICES AND CLINICAL EDUCATION PROVIDED PRESENTATIONS (PODIUM AND POSTER) IN HOUSE, AT PROFESSIONAL CONFERENCES, AND IN VARIOUS OTHER VENUES. THE PRESENTATIONS INCLUDED: - AUGUST 13, 2014: PATIENT TEACHING STRATEGIES - LEA DAILEY, RN, CCRN, MSN, ED - SEPTEMBER 16, 2014:BLDG., A HEALTHSTREAM COMPANY, NEW ORLEANS, LA. - SPIRIT SERVICE EXCELLENCE - A SUSTAINABLE CULTURE TO OPTIMIZE SERVICE AND PERFORMANCE - SISTER ROMAINE NIEMEYER, SCC, CHIEF ADMINISTRATIVE OFFICER, RICK LAVANTURE, SENIOR VICE PRESIDENT/CHIEF STRATEGIC OFFICER, LISA LEWIS, MSN, RN, NEA-BC, VICE PRESIDENT OF PATIENT CARE SERVICES/CHIEF NURSING OFFICER - SEPTEMBER 16, 2014:LEADING CHANGE AND INNOVATION TO TRANSFORM HEALTHCARE, HARRISBURG, PA. HOW TO MAKE CHANGE DESIRABLE - KATHY SHEA, BSN, RN-BC - OCTOBER 7, 2014: ANCC RESEARCH SYMPOSIUM, DALLAS, TX. - SEPSIS: A TEAM APPROACH TO CHANGING OUTCOMES - SARAH COLEMAN, RN, CCRN - OCTOBER 8, 2014 - INFECTION PREVENTION 101: "IT'S THE ONES YOU CAN'T SEE" - JOANN ADKINS, RN, BSN, CIC - OCTOBER 24, 2014: EVIDENCE BASED PRACTICE: TRANSLATING RESEARCH INTO PRACTICE, GEISINGER MEDICAL CENTER, DANVILLE, PA. THE ART AND SCIENCE OF NURSING - SARAH COLEMAN, RN, CCRN, CINDY SWARTZ, MS, RN, ACNS-BC - NOVEMBER 11, 2014 - SUCCESSION PLANNING - JOANN ANN ADKINS, RN, BSN,CIC, RHETT BENNIE, RN, BSN, MSHA, CPI CERTIFIED TRAINER, PATRICIA A. CARNES, MHA, BSN, RN, NE -BC, SUSAN SWAILS, MED, BSN, RN-BC, DEBORAH THORNBERG, BSN, RN-BC - NOVEMBER 12, 2014 - GLYCEMIC CONTROL AND HEALTH OUTCOMES IN THE DIABETIC PATIENT - MARGARITA GARDNER, BSN, RN, CCRN - NOVEMBER 13, 2014:DICKINSON WELLNESS PROGRAM, DICKINSON COLLEGE, CARLISLE, PA. LIVING WELL WITH DIABETES - KATIE FLICKINGER, BSN, RN, CCP, CDE - NOVEMBER 14, 2014:SOUTH CENTRAL MAGNET CONSORTIUM, MAGNET CHAMPION CONFERENCE, HERSHEY MEDICAL CENTER, HERSHEY, PA. SEPSIS: A TEAM APPROACH TO CHANGING OUTCOMES - SARAH COLEMAN, RN, CCRN - JANUARY 30, 2015 RESEARCH DAY - PRESENTATIONS BY HOLY SPIRIT NURSES IN PARTNERSHIP WITH MESSIAH SENIOR NURSING STUDENTS - TO QUIT OR NOT TO QUIT, THAT IS THE QUESTION: CHALLENGES FACED IN THE DEVELOPMENT AND IMPLEMENTATION OF A SMOKING CESSATION PROGRAM - DEBORAH AUDETTE, MS, RN, ACNS-BC, CCRN-CSC, KATHY THUMMA BSN, RN, NE-RC - ARE WE DOING ENOUGH? EFFECTS OF EDUCATION ON NURSING ATTITUDES TOWARDS CHRONIC PAIN - JENNIFER KANE, BSN, RN, PCCN - EVIDENCE-BASED DISTRACTION TECHNIQUES TO DECREASE CHRONIC PAIN IN PEDIATRIC PATIENTS - ALISON NATTRESS, RN - EXERCISE INTERVENTIONS TO IMPROVE OUTCOMES IN HEART FAILURE PATIENTS - PEGGY TRAHAN, RN, PCCN - CARDIAC PRESCREENING IN YOUNG ADULT ATHLETES DECREASES RISK FOR SUDDEN CARDIAC EVENT - DEB THORNBERG, BSN, RN-BC - SHHLET THEM REST - KENDRA WILSON, BSN, RN-BC - CNS IN STROKE: PARTNERSHIP IN BUILDING EXCELLENCE - CYNTHIA SWARTZ, MS, RN, ACNS-BC, MARYANN BROGDEN, ND, MSN, RN, APN-C, CCNS, SCRN - IMPLEMENTATION OF HOURLY ROUNDING TO IMPROVE CLINICAL OUTCOMES" - JENNIFER HIXENBAUGH, BSN, RN - IV ACCESS - TINA SWARTZ CRNA, STEVE TODD BS, RN, JAMES KEVIN TRACEY, JR., RN, BSN, CNOR, ALLISON M. POLINSKI, RN, BSN, CPAN - EARLY IMPLEMENTATION OF PALLIATIVE CARE TO BETTER PATIENT OUTCOMES IN CONGESTIVE HEART FAILURE PATIENTS - PATRICIA A. CARNES, MHA, BSN, RN, NE-BC - KBMA NO SCANNER LEFT BEHIND - JODY HARCLERODE, RN-BC, MS, CPHQ - TRANSITIONING BETWEEN CARE SETTINGS - JUDITH HIMES, BSN, RN, CWON - PCEA:PATIENT CONTROLLED EPIDURAL ANALGESIA FOR INTRAPARTUM PATIENTS - ENID KREINER, MSN, RNC-MNN, C-EFM - PAIN MANAGEMENT CARE MODEL - RHETT BENNIE, MSHA, BSN, RN - NURSING CERTIFICATION: LEADING THE WAY - MICHELLE DEFABIO, MS, RN, ACNS- BC - BEATING SEPSIS - IT'S A SPRINT, NOT A JOG - SARAH COLEMAN, AD, RN - THINK "INSIDE" THE BOX TAKING AN IDEA FROM INCEPTION TO IMPLEMENTATION - JOANN ADKINS, RN, BSN, CIC, EDIE ASBURY, MLS, AHIP - CONNECTING THE DOTS: HOW DO WE PUT IT ALL TOGETHER? - JOANN ADKINS, RN, BSN, CIC, EDIE ASBURY, MLS, AHIP - MARCH 12, 2015 - ADVANCE DIRECTIVES: WHO, WHAT, WHEN, WHY, AND WHERE - MAUREEN ASPER, MS, RN, ACNS-BC - MARCH 20, 2015 - 2015 ADVANCED PRACTICE REGISTERED NURSE PANEL - PAMELA HARRIS-HAMAN, MSN, CRNP, NPP-BC, MICHELLE DEFABIO, MS, RN, ACNS-BC, CCRN, ROBIN CROWLEY CRNA, MS - APRIL 30, 2015: HEALTHSTREAM SUMMIT, NASHVILLE, TN. "STANDARDS OF PERFORMANCE: BRINGING YOUR VALUES TO LIFE" - LISA LEWIS, MSN, RN, NEA- BC, AMI ZUMKHAWALA-COOK - MAY 21, 2015:CAREER DAY AT FINK ELEMENTARY SCHOOL, MIDDLETOWN, PA. "CAREERS IN NURSING" - MARTHA LEE, BSN, RNC-NIC, ENID KREINER, MSN, RNC- MNN/OBC-EFM - JUNE 16, 2015 - OUR JOURNEY TO PATIENT AND FAMILY CENTERED CARE: CREATING A PATIENT AND FAMILY ADVISORY COUNCIL - CYNTHIA SWARTZ, MS, RN, ACNS-BC, SUSAN MCQUADE, RN, CPHQ, CNOR, BSN, MHA, ANN HENDRICKSON, MS, RN,ACNS-BC NURSES ALSO PARTICIPATED IN HOLY SPIRIT COMMUNITY EDUCATION PROGRAMS AND SCREENINGS. - SEPTEMBER 11, 2014: PROJECT HOMELESS CONNECT, FARM SHOW COMPLEX, HARRISBURG, PA. 61 FREE FLU VACCINES PROVIDED BY CHERYL SOLA, COMMUNITY HEALTH AND WELLNESS, LISA LEWIS, CNO, DIANA DAVIDSON, OR, MELISSA NATIVIDAD, OR, RENA EFENDIVA, OR, AND VANESSA GARCIA, MEDICAL OUTREACH - OCTOBER 3, 2014: ST. JOSEPH SCHOOL, MECHANICSBURG, PA. "WHAT TO EXPECT IN THE OR" - LORI BAURER, OR AND NATILIE HATTING, OR - OCTOBER 3, 2014: GIRLS' NIGHT OUT, HARRISBURG, PA. CARDIOVASCULAR RISK ASSESSMENTS AND BLOOD PRESSURE SCREENINGS PROVIDED BY JUDY HIMES, WOUND CARE, PEGGY TRAHAN, 8 MAIN, AND LEONA MLYNEK, WOUND CARE - FEBRUARY 7, 2015: HEARTCARING SYMPOSIUM, HOLY SPIRIT HOSPITAL. VARIOUS SCREENINGS TO DETERMINE CARDIOVASCULAR DISEASE RISK PROVIDED BY BRYNN STRINE, CVICU, AMANDA DONNANGELO, ED, REBECCA MILLER, CVU, MEGAN REEVES, CVU, JENNIFER HIXENBAUGH, CARDIAC DIAGNOSTICS, AMBER THOMAS, ED, WENDY SHOOK, CARDIAC REHAB, BARBARA MUMMERT, CARDIAC REHAB, VIRGINIA BAZAR, INVASIVE CARDIOLOGY, AND SHERRI HEFFNER, INVASIVE CARDIOLOGY - MAY 8, 2015: GIRLS' NIGHT OUT, HARRISBURG, PA. BLOOD PRESSURE SCREENINGS AND CARDIOVASCULAR RISK ASSESSMENTS PROVIDED BY JUDY HIMES, WOUND CARE, LESLY MILLER-JACOBS, MEDICAL INFUSION, JOHN LYONS, OR, PEGGY TRAHAN, 8 MAIN, LEONA MLYNEK, 250835508 true true false true false false false false false true true true false false true false false true false false false false false false false false true true false false true false false false true false true true true false false false false false true true true true false true X 0 0 true 2303 true true true false false false false false false false false false X 17 15 true false false false true true false true true true false true true true true true true true true true true PA X RANDY B MORRIS VP FINANCE HSHS 7177632130 100 N ACADEMY AVE MC 86-22 DANVILLE PA 17822 DAVID PETERS DO DIRECTOR 0.25 X 0 0 0 DEBORAH KEYS DIRECTOR 0.25 X 0 0 0 GREG GUNN DIRECTOR 0.25 0.25 X 0 0 0 LAURIE SALTZGIVER ESQUIRE DIRECTOR 0.25 X 0 0 0 NORA HABIG DIRECTOR 0.25 0.25 X 0 0 0 PATRICIA HUSIC DIRECTOR 0.25 0.25 X 0 0 0 RANNY L SINGISER EDD DIRECTOR 0.25 0.25 X 0 0 0 REVEREND ROBERT F SHARMAN DIRECTOR 0.25 X 0 0 0 RICHARD SZELES VICE CHAIR, 0.25 0.25 X X 0 0 0 RON DRNEVICH DIRECTOR 0.25 X 0 0 0 ROBERT SCAER DIRECTOR 0.25 0.25 X 0 0 0 SAMUEL COOPER III DIRECTOR 0.25 X 0 0 0 SISTER ROMAINE NIEMEYER SCC PRESIDENT, D 0.25 1.00 X X 0 0 0 SISTER JOAN DANIEL HEALY SCC DIRECTOR 0.25 X 0 0 0 SISTER JOANN MARIE AUMAND SCC DIRECTOR 0.25 X 0 0 0 SISTER MARIE PAULINE DEMEK SCC DIRECTOR 0.25 X 0 0 0 SISTER MARY IRENE SORBER SCC DIRECTOR 0.25 X 0 0 0 SISTER MARY JOSEPH SHULTZ SCC DIRECTOR 0.25 X 0 0 0 CHARLES KINGSLEY MD DIRECTOR 0.25 0.00 X 0 0 0 THOMAS KACHEL MD DIRECTOR 0.25 X 0 0 0 SISTER MARY MARK SMITH SCC DIRECTOR 0.25 0.00 X 0 0 0 MICHAEL SERLUCO CHAIR, DIREC 0.25 0.25 X X 0 0 0 HENRY STRAUB DIRECTOR 0.25 X 0 0 0 DANIEL E LOHR ESQUIRE ASST. SECRET 40.00 X 0 329289 40678 DAVID J FELICIO ESQUIRE SECRETARY 40.00 X 0 766266 102890 KEVIN F BRENNAN CPA FHFMA EVP, FINANCE 40.00 X 0 1083348 211615 MANUEL J EVANS TREASURER 40.00 X 474426 0 22041 RANDY B MORRIS TREASURER 40.00 X 172170 60991 22035 DAVID A GATESMAN VP PRO SERVI 40.00 X 163014 58045 41064 JOSEPH A TORCHIA MD SVP MEDICAL 40.00 X 444566 0 26227 LISA F TORCHIA VP PATIENT C 40.00 X 295142 0 35682 BARBARA SUMBATIAN MD PHYSICIAN 40.00 X 236482 0 33512 MARIA E PRUDENCIO MD PHYSICIAN 40.00 X 265124 0 23368 MICHAEL J PASZEK MD REGIONAL MED 40.00 X 314185 0 44305 PAUL D BRETTSCHNEIDER MD PHYSICIAN 40.00 X 246331 0 39182 WILLIAM P SHARTLE SVP, HR 40.00 X 296141 0 13438 EDWARD J ZYCH ESQUIRE FORMER OFFIC 40.00 X 0 326218 16680 GERALD R NEWHOUSE FORMER KEY E 40.00 X 195623 0 39837 RICHARD LAVANTURE FORMER KEY E 40.00 X 377107 0 49552 3480311 2624157 762106 124 true true false SODEXO INC 9801 WASHINGTONIAN BLVD GAITHERSBURG MD 20878 DIETARY ETC 7688567 RESTORIX HEALTH 445 HAMILTON AVE SUITE 800 WHITE PLAINS NY 10601 WOUND CARE 2044799 PAVONE 1006 MARKET ST HARRISBURG PA 17101 AD AGENCY 1910432 QUANTUM IMAGING THERAPEUTIC 629D LOWTHER RD LEWISBERRY PA 17339 IMAGING SERVICE 1514479 WEST SHORE ANESTHESIA 503 N 21ST STREE CAMP HILL PA 17011 ANESTHESIA 1284524 41 X 1883649 273073 2156722 PATIENT SERVICE REVENUE 622110 283296973 283296973 NON-PATIENT LAB 621500 1063945 1063945 RENTAL INCOME 531120 516021 516021 INTER ENTITY REVENUE 622110 399671 399671 REGISTRATION INCOME 611710 22704 22704 285299314 4270025 4270025 36652 36652 36652 36652 25889 25889 25889 25889 GUEST SERVICE REVENUE 532000 1197521 1197521 OTHER OPERATING REV LTACH 900099 744233 744233 OTHER OPERATING REV GENERAL 900099 647837 647837 285048 249128 5588 30332 2874639 294663241 284193938 1813766 6498815 1133820 762894 370926 1266783 800082 466701 104976215 99112726 5863489 3743005 3743005 13218907 72283 13146624 7617277 333419 7283858 3086 128 2958 57511 3750 53761 74179 74179 290772 172435 118337 27685349 26106766 1578583 1978737 1976555 2182 8355526 8205035 150491 6913230 6639255 273975 7575073 6931019 644054 637441 544869 92572 231870 205491 26379 4499907 4497772 2135 13577575 9186961 4390614 2018986 13850 2005136 MEDICAL SUPPLIES 51303759 51303759 IC EXPENSE 21193964 20286643 907321 UNCOLLECTIBLE EXPENSE 9578478 9578478 BOOKS, LICENSES, FEES 431219 289310 141909 323179 69023 254156 288685848 250835508 37850340 0 5720 3000417 20736434 3110033 2699424 1699424 30679462 21964806 11231 19104 19999 723397 4391349 1518074 2120631 138508828 22971759 111980151 115537069 53456022 6860641 44955124 2955433 2555533 224773221 206226257 32340623 8124699 50960 91801321 88071758 948086 911636 41502726 50762263 166592756 147921316 X 51586810 51856287 3771734 3856338 2821921 2592316 58180465 58304941 224773221 206226257 5977393 -5080254 -772663 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false true 3112 false true 74179 77291 false SCHEDULE C, PART II-B, LINE 1 LINE 1G AMOUNT REPORTED ON LINE 1G REPRESENTS THE WAGES AND BENEFITS OF EMPLOYEES WHO ASSIST THE GOVERNMENT RELATIONS DEPARTMENT OF THE ORGANIZATION'S AFFILIATE, GEISINGER SYSTEM SERVICES. THE PRIMARY PURPOSE OF THE GOVERNMENT RELATIONS DEPARTMENT IS TO MAINTAIN CONTACT WITH FEDERAL, STATE, AND LOCAL GOVERNMENT OFFICIALS. THE DEPARTMENT PROMOTES LEGISLATIVE ACTIONS WITH RESPECT TO HEALTHCARE RELATED ISSUES THAT COULD IMPACT THE ORGANIZATION AND ITS AFFILIATES. LINE 1I OTHER LOBBYING ACTIVITIES REPORTED ON LINE 1I REPRESENTS THE PORTION OF MEMBERSHIP DUES, PAID BY THE ORGANIZATION TO TRADE OR PROFESSIONAL ASSOCIATIONS, ATTRIBUTABLE TO LOBBYING ACTIVITIES. 2821921 109799000 -2060358 -3474000 1752 107084811 2848959 -22308 4730 2821921 2563164 285795 2848959 2470802 7245 178061 92727 217 2563164 2540943 9388 70652 8877 2470802 0.23000 0.69000 0.08000 false true true 42973945 4742887 38231058 13750348 1461046 12289302 64643695 16689417 47954278 17140840 78409 17062431 115537069 44955124 F 44955124 DUE TO AFFILIATES 28831271 ESTIMATED 3RD PARTY PAYOR SETTLEMENT 13938782 OBLIGATION UNDER CAPITAL LEASE 4702164 SECURED 3RD PARTY NOTES 1662457 PATIENT CREDIT BALANCE 1029921 DEFENSE MED LEGAL CLAIMS ALLOW 597668 50762263 SCHEDULE D, PAGE 2, PART V, LINE 4 INTEREST EARNED IS UNRESTRICTED AND TRANSFERRED TO THE OPERATING FUND. PART V, LINE 1B - CONTRIBUTIONS 106,445,000 OF THE 109,799,000 REPORTED ON LINE 1B REPRESENTS THE TOTAL ENDOWMENTS HELD BY GEISINGER HEALTH ON BEHALF OF ALL ITS AFFILIATED ORGANIZATIONS. THE 2014 REPORTING PERIOD WAS THE FIRST REPORTING PERIOD DURING WHICH GEISINGER HEALTH HELD ENDOWMENTS ON BEHALF OF HOLY SPIRIT HOSPITAL. SCHEDULE D, PAGE 4, PART XIII PART V, ENDOWMENT FUNDS THE AMOUNT REPORTED ON LINE 1B CONTRIBUTIONS INCLUDES 106,772,000 FROM GEISINGER HEALTH, EIN 23-1995911. THE AMOUNT REPRESENTS THE BEGINNING BALANCE OF THE AGGREGATE ENDOWMENTS HELD BY GEISINGER HEALTH FOR ALL OF ITS AFFILIATED ORGANIZATIONS, INCLUDING HOLY SPIRIT HOSPITAL. THIS WAS THE FIRST YEAR THAT GEISINGER HEALTH HELD ENDOWMENTS ON BEHALF OF HOLY SPIRIT HOSPITAL. PART X, LINE 2-LIABILITY FOR UNCERTAIN TAX POSITIONS UNDER FIN 48(ASC 740): EFFECTIVE JULY 1, 2007, GEISINGER(1) ADOPTED ACCOUNTING STANDARDS CODIFICATION 740 (FIN 48), (FORMERLY KNOWN AS "STATEMENT 109: ACCOUNTING FOR INCOME TAXES- OR "FAS 109"). FIN 48 CLARIFIES THE ACCOUNTING AND REPORTING FOR INCOME TAXES WHERE INTERPRETATION OF THE TAX LAW MAY BE UNCERTAIN. FIN 48 PRESCRIBES A COMPREHENSIVE MODEL FOR THE FINANCIAL STATEMENT RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE OF INCOME TAX UNCERTAINTIES WITH RESPECT TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN INCOME TAX RETURNS. THE ADOPTION OF FIN 48 HAD NO IMPACT ON UNRESTRICTED NET ASSETS AS OF THE END OF THE FISCAL YEAR OR ANY PREVIOUS YEARS SINCE ADOPTION. ACCORDINGLY, NO FIN 48 FOOTNOTE DISCLOSURE WAS MADE IN THE GEISINGER CONSOLIDATED FINANCIAL STATEMENTS. (1) THROUGHOUT THIS DOCUMENT, THE TERMS "SYSTEM- OR "GEISINGER", SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH "GH" AS PARENT AND ALL SUBSIDIARY ENTITIES COMPRISING THE SYSTEM. true true X true X 3.000000000000 false true true true false true true 2164182 2164182 0.00750 28195029 7292035 20902994 0.07240 30359211 7292035 23067176 0.07990 256126 256126 0.00090 507523 104413 403110 0.00140 753171 690450 62721 0.00020 1516820 794863 721957 0.00250 31876031 8086898 23789133 0.08240 true 9578478 2356306 49654979 68138818 -18483839 X true true HS ORTHO MGMT CO LLC PARTNERSIP AGREEMENT WITH ORTHO PHYS. 0.40000 0.60000 1 1 HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY 503 NORTH 21ST STREET CANP HILL PA 17011 WWW.HSH.ORG 340801 X X X HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY 1 false false true X X X X X X X X 15 true true true true X WWW.HSH.ORG X HTTP://WWW.HSH.ORG/CHNA X X true 16 true HTTP://WWW.HSH.ORG/CHNA false true X 300.000000000000 X X X X X true true X X X X true X HTTPHSHORG REFER TO SECTION C X HTTPHSHORG REFER TO SECTION C X HTTPHSHORG REFER TO SECTION C X X X X X X true X true X X X X X true X false false FACILITY 1, HOLY SPIRIT HOSPITAL - PART V, LINE 5 SECTION B., COMMUNITY HEALTH NEEDS ASSESSMENT, LINES 3 AND 5 HOLY SPIRIT HOSPITAL ENGAGED IN A COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PROCESS THAT INVOLVED QUALITATIVE AND QUANTITATIVE DATA COLLECTION FROM A WIDE RANGE OF POPULATIONS, INCLUDING DIFFERENT AGES, INCOMES, HEALTH STATUS (INCLUDING RISK FACTORS, UTILIZATION, AND ACCESS), AND GEOGRAPHIC AREAS (INCLUDING URBAN, SUBURBAN, AND RURAL). AFTER DESIGNING SURVEY QUESTIONS AND INSTRUMENTS TO COLLECT PERTINENT INFORMATION FROM DIFFERENT AUDIENCES, THE CHNA TEAM EMPLOYED A VARIETY OF DATA COLLECTION TECHNIQUES. (1) COMMUNITY LEADERS WERE INTERVIEWED, INCLUDING PUBLIC HEALTH EXPERTS, MEDICAL PROFESSIONALS, SCHOOL SUPERINTENDENTS, EDUCATORS, CITIZEN ADVOCATES, AND ELECTED REPRESENTATIVES FROM LOCAL, COUNTY, AND STATE GOVERNMENTS AND AGENCIES. (2) DATA WAS COLLECTED ON HAND-DISTRIBUTED SURVEYS THAT WERE BROADLY DISTRIBUTED TO RESIDENTS ACROSS THE REGION, INCLUDING AT COMMUNITY CENTERS, HOMELESS SHELTERS, PUBLIC HEALTH CENTERS, FOOD BANKS, FREE CLINICS, SOCIAL SERVICES ORGANIZATIONS, SCHOOLS, CHURCHES, FAITH-BASED ORGANIZATIONS, CAREER AND JOB CENTERS, AND OTHER SETTINGS THAT SERVE POPULATIONS IN NEED. THIS SURVEY WAS AVAILABLE IN BOTH ENGLISH AND SPANISH. (3) HEALTH PROVIDERS WERE SURVEYED TO COLLECT THEIR THOUGHTS AND OPINIONS RELATED TO THE CARE AND SERVICES THEY PROVIDE, AS WELL AS THE TOP HEALTH PROBLEMS IN THE COMMUNITY. (4) A PUBLIC COMMENTARY SURVEY WAS DEVELOPED TO GATHER INPUT FROM THE PUBLIC REGARDING THE PREVIOUS CHNA REPORT AND ADOPTED IMPLEMENTATION PLAN. THIS SURVEY WAS AVAILABLE AT VARIOUS LOCATIONS WITHIN THE HOSPITAL. (5) A COMMUNITY FORUM WAS HELD TO GATHER INPUT FROM COMMUNITY ORGANIZATION LEADERS, RELIGIOUS LEADERS, GOVERNMENT STAKEHOLDERS, AND OTHER KEY CONSTITUENTS. THE CHNA FINDINGS, VARIOUS SURVEY RESULTS, AND SUPPORTING DATA WERE PRESENTED TO OBTAIN FEEDBACK REGARDING THE NEEDS AND CONCERNS OF THE COMMUNITY OVERALL. (6) SECONDARY DATA FROM SEVERAL RELIABLE SOURCES, INCLUDING COMMUNITY NEEDS INDEX (CNI), PENNSYLVANIA COUNTY HEALTH RANKINGS, HEALTHY PEOPLE 2020, KIDS COUNT, AND PENNSYLVANIA DEPARTMENT OF RURAL HEALTH, WAS USED TO PREPARE QUANTITATIVE DATA. EVERY EFFORT WAS UNDERTAKEN TO GATHER AND REPORT DATA CONSISTENT WITH THE CHNA GUIDELINES AND HOLY SPIRIT'S MISSION TO SERVE THOSE IN NEED. INFORMATION FROM THE FINAL SUMMARY REPORT WAS DELIVERED BACK TO THE COMMUNITY IN A VARIETY OF WAYS TO ASSURE BROAD DISTRIBUTION. FACILITY 1, HOLY SPIRIT HOSPITAL - PART V, LINE 6A CARLISLE REGIONAL MEDICAL CENTER, PENN STATE MILTON S. HERSHEY MEDICAL CENTER, AND PINNACLEHEALTH SYSTEM PARTICIPATED IN THE CHNA. FACILITY 1, HOLY SPIRIT HOSPITAL - PART V, LINE 6B HAMILTON HEALTH CENTER AND PENNSYLVANIA PSYCHIATRIC INSTITUTE PARTICIPATED IN THE CHNA. FACILITY 1, HOLY SPIRIT HOSPITAL - PART V, LINE 7D THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS CONDUCTED DURING FISCAL YEAR ENDED JUNE 30, 2016 (2015 TAX YEAR). THE REPORT IS CURRENTLY AVAILABLE ON THE HOSPITAL'S WEBSITE (HTTP://WWW.HSH.ORG/CHNA) AND UPON REQUEST. THE HOSPITAL HAS ALSO MADE THE CHNA REPORT AVAILABLE AT A VARIETY OF COMMUNITY BASED INFORMATIONAL SESSIONS THAT THE HOSPITAL HOSTED BOTH AT THE HOSPITAL AND IN VARIOUS LOCATIONS THROUGHOUT THE HOSPITAL'S GEOGRAPHIC FOOTPRINT. FACILITY 1, HOLY SPIRIT HOSPITAL - PART V, LINE 11 DURING TAX YEAR 2015, HSH, IN ACCORDANCE WITH IRS REGULATIONS REGARDING A COMMUNITY HEALTH NEEDS ASSESSMENT, AS STIPULATED IN THE AFFORDABLE CARE ACT PASSED BY THE U.S. CONGRESS, PARTNERED WITH CARLISLE REGIONAL MEDICAL CENTER, PENN STATE MILTON S. HERSHEY MEDICAL CENTER, PINNACLEHEALTH SYSTEM, HAMILTON HEALTH CENTER, AND PENNSYLVANIA PSYCHIATRIC INSTITUTE TO SELECT THE TRIPP-UMBACH FIRM TO FACILITATE HOLY SPIRIT HOSPITAL (AND THREE OTHER HOSPITAL/HEALTH SYSTEMS AND TWO OTHER HEALTH CARE ORGANIZATIONS) IN THE DEVELOPMENT OF THE SURVEY DESIGN, PROCESS, AND TIMETABLE FOR ITS CHNA. AS PART OF ITS CLINICAL PROGRAM PLANNING AND ENVIRONMENTAL ASSESSMENT PROCESS, HOLY SPIRIT HOSPITAL ADDRESSED THE HEALTH CARE NEEDS OF ITS GEOGRAPHIC FOOTPRINT COMMUNITY. HEART, CANCER, AND STROKE HAVE BEEN IDENTIFIED AS THE LEADING CAUSES OF DEATH. HOLY SPIRIT HAS COMMITTED RESOURCES TO THESE SERVICE LINES TO ADDRESS THE HEALTH NEEDS OF ITS COMMUNITY, AMONG OTHER ITEMS DRIVEN BY DEMOGRAPHICS AND EPIDEMIOLOGY. THE CEO/PRESIDENT AND EXECUTIVE LEADERSHIP OF HOLY SPIRIT HOSPITAL APPOINTED A TEAM OF DIRECTORS TO WORK WITH TRIPP-UMBACH TO PLAN AND CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR HOLY SPIRIT HOSPITAL. THE HOLY SPIRIT HOSPITAL CEO/PRESIDENT, EXECUTIVE LEADERSHIP, AND STRATEGIC PLANNING DEPARTMENT, ALONG WITH THE APPOINTED HOLY SPIRIT COMMUNITY HEALTH NEEDS/ COMMUNITY BENEFIT COMMITTEE MEMBERSHIP, REVIEWED ALL FINDINGS OF THE CHNA AND PREPARED A REPORT WITH RECOMMENDATIONS TO ADDRESS THE THREE PRIORITY HEALTH NEEDS IDENTIFIED THROUGH THE CHNA. THE PRIORITY HEALTH NEEDS ARE: 1.ACCESS TO HEALTH SERVICES - PRIMARY CARE, SPECIALTY CARE, AND DENTAL CARE 2.BEHAVIORAL HEALTH SERVICES - MENTAL HEALTH AND SUBSTANCE ABUSE 3.HEALTHY LIFESTYLES - LACK OF PHYSICAL ACTIVITY, INADEQUATE NUTRITION/OBESITY, AND SMOKING CESSATION AND PREVENTION AN IMPLEMENTATION PLAN, OR ACTION PLAN, WAS DEVELOPED WITH INPUT FROM A VARIETY OF STAKEHOLDERS, INTERNAL AND EXTERNAL, AND PRESENTED FOR REVIEW AND APPROVAL BY OUR CEO/PRESIDENT AND EXECUTIVE LEADERSHIP. THE CHNA ACTION PLAN WAS THEN REVIEWED AND APPROVED BY HOLY SPIRIT PLATFORM LEADERSHIP, HOLY SPIRIT HOSPITAL BOARD OF DIRECTORS, HOLY SPIRIT HEALTH SYSTEM BOARD OF DIRECTORS, AND GEISINGER HEALTH SYSTEM FOUNDATION BOARD OF DIRECTORS. THE CHNA REPORT IS POSTED ON THE HOLY SPIRIT HOSPITAL WEBSITE AND HAS BEEN SHARED PROACTIVELY BY HOLY SPIRIT HOSPITAL WITH VARIOUS COMMUNITY STAKEHOLDERS AND PARTICIPANTS IN THE COMMUNITY HEALTH NEEDS ASSESSMENT PROCESS. THE CHNA ACTION PLAN AND ACCOMPANYING BROCHURE THAT DESCRIBES OUR RESPONSE TO THE IDENTIFIED COMMUNITY NEEDS ARE ALSO POSTED ON HOLY SPIRIT'S WEBSITE. FACILITY 1, HOLY SPIRIT HOSPITAL - PART V, LINE 13B RECENT WAGE STATEMENTS, UNEMPLOYMENT OR OTHER DOCUMENTATION OF BENEFITS OR COMPENSATION RECEIVED MAY BE CONSIDERED IN DETERMINING FINANCIAL ASSISTANCE ELIGIBILITY. FACILITY 1, HOLY SPIRIT HOSPITAL - PART V, LINE 16I THE FAP, FAP APPLICATION AND A PLAIN LANGUAGE SUMMARY OF THE FAP ARE WIDELY AVAILABLE AT: HSH.ORG/PATIENTS-AND-VISITORS/BILLING-INSURANCE/FINANCIAL ASSISTANCE IN ADDITION, PATIENT REGISTRATION PERSONNEL ALSO REFER UNINSURED AND/OR LOW INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE FINANCIAL ASSISTANCE POLICY. FACILITY 1, HOLY SPIRIT HOSPITAL - PART V, LINE 20E UNDER NO CIRCUMSTANCE WILL HSH FREEZE OR ATTACH BANK ACCOUNTS OF A PATIENT, ENFORCE LIENS, ACTIVELY PURSUE ASSETS FROM A PRIOR JUDGMENT OR GARNISH THE WAGES OF A PATIENT AND/OR FAMILY MEMBER BEFORE DETERMINING IF THE PATIENT IS ELIGIBLE FOR ASSISTANCE UNDER HSH'S FINANCIAL ASSISTANCE PROGRAM. FACILITY 1, HOLY SPIRIT HOSPITAL - PART V, LINE 22D PATIENTS WHOSE HOUSEHOLD INCOME IS 300% OR LOWER OF THE FEDERAL POVERTY GUIDELINES ARE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THE HOSPITAL'S FAP. PATIENTS WHO MEET THIS CRITERIA ARE ELIGIBLE FOR 100% DISCOUNT ON CHARGES, RESULTING IN 0 CHARGES FOR MEDICALLY NECESSARY CARE. NO OTHER DISCOUNTS ARE AVAILABLE UNDER HSH'S FAP. FREE CARE OR 0 CHARGE IS BELOW THE HOSPITAL FACILITY'S AMOUNT GENERALLY BILLED, AS WELL AS, MEDICARE'S PROSPECTIVE BILLING AMOUNT. PART I, LINE 3C - OTHER INCOME BASED CRITERIA FOR FREE OR DISCOUNTED CARE SUPPORTING DOCUMENTATION FOR ELIGIBILITY MAY CONSIST OF INCOME AND ASSET INFORMATION, INCLUSIVE BUT NOT LIMITED TO: FEDERAL INCOME TAX FORM 1040 FROM THE PRIOR YEAR, PAY STUB COPIES (FROM FOUR PRIOR PAY PERIODS), WRITTEN VERIFICATION OF ANY OTHER INCOME RECEIVED (I.E. SOCIAL SECURITY, ADC, CHILD SUPPORT, ALIMONY, ETC.), CURRENT CREDIT REPORTS AND ASSET VERIFICATION. HSH MAY ALSO UTILIZE INDUSTRY TESTED EXTERNAL ANALYTICS TOOLS TO QUALIFY PATIENTS FOR UNCOMPENSATED CARE (AKA PRESUMPTIVE CHARITY). PART I, LINE 6A - RELATED ORGANIZATION INFORMATION COMMUNITY BENEFIT REPORT: A SUMMARY OF THE COMMUNITY BENEFIT PROVIDED BY HOLY SPIRIT HOSPITAL (HSH) AND ITS RELATED CHARITABLE ORGANIZATIONS IS AVAILABLE AT WWW.HSH.ORG AND MADE AVAILABLE TO THE PUBLIC UPON REQUEST. THE REPORT CAN BE FOUND AT: HTTPS://WWW.GEISINGER.ORG/ABOUT-GEISINGER/NEWS-AND-MEDIA/FOR-MEDIA/ANNUAL- REPORTS PART I, LINE 7G - SUBSIDIZED HEALTH SERVICES EXPLANATION THERE ARE NO PHYSICIAN CLINICAL SERVICES INCLUDED IN SUBSIDIZED HEALTH SERVICES. PART I, LINE 7 - COSTING METHODOLOGY EXPLANATION A COST ACCOUNTING SYSTEM WAS USED TO DETERMINE THE COSTS REPORTED ON LINE 7 THAT ADDRESSES PATIENT SEGMENTS BY PAYOR (E.G. MEDICARE, MEDICAID, COMMERCIAL PAYERS, SELF-PAY, ETC.). A COST TO CHARGE RATIO, CALCULATED PURSUANT TO WORKSHEET 2 OF THE FORM 990 INSTRUCTIONS, WAS USED TO CALCULATE THE COST OF CHARITY CARE. PART III, LINE 2 - BAD DEBT EXPENSE METHODOLOGY REFER TO THE RESPONSE FOR PART III, LINE 4. PART III, LINE 3 BAD DEBT EXPENSE, PATIENTS ELIGIBLE FOR ASSISTANCE PATIENTS' ACCOUNTS ARE MONITORED THROUGHOUT THE BILLING PROCESS AND ARE RECLASSIFIED TO CHARITY CARE (100% DISCOUNTED CARE) WHENEVER A PATIENT BECOMES ELIGIBLE UNDER HSH'S UNCOMPENSATED OR CHARITY CARE POLICIES. HSH ESTIMATES THAT APPROXIMATELY 24.6% OF THE BAD DEBT ACCOUNTS ARE SUBSEQUENTLY RECLASSIFIED TO UNCOMPENSATED OR CHARITY CARE. THIS IS PART OF THE HOSPITAL'S MISSION AND SHOULD BE CONSIDERED COMMUNITY BENEFIT. BAD DEBT EXPENSE FOOTNOTE TO FINANCIAL STATEMENTS PART III, LINE 2 AND LINE 4 GEISINGER HEALTH AND ITS AFFILIATES (THE "SYSTEM"), THAT INCLUDES HOLY SPIRIT HOSPITAL (HSH), PREPARE AND ISSUE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM'S ALLOWANCE FOR DOUBTFUL ACCOUNTS (BAD DEBT EXPENSE) METHODOLOGY AND CHARITY CARE POLICIES ARE CONSISTENTLY APPLIED ACROSS ALL CHARITABLE AFFILIATES. THE ORGANIZATIONS WRITE OFF ALL ACCOUNTS THAT HAVE BEEN IDENTIFIED AS UNCOLLECTABLE. AN ALLOWANCE FOR UNCOLLECTABLE ACCOUNTS IS RECORDED FOR ACCOUNTS NOT YET WRITTEN OFF THAT ARE ANTICIPATED TO BECOME UNCOLLECTABLE IN FUTURE PERIODS. FOR THE FOOTNOTES REGARDING ACCOUNTS RECEIVABLE AND ALLOWANCES SEE PAGE 8 OF THE ATTACHED GEISINGER HEALTH SYSTEM CONSOLIDATED FINANCIAL STATEMENTS, JUNE 30, 2016 AND JUNE 30, 2015. FOR THE FOOTNOTE REGARDING BAD DEBT, SEE PAGE 13 OF THE CONSOLIDATED FINANCIAL STATEMENTS. PART III, LINE 8 - MEDICARE EXPLANATION PART III, LINE 3-BAD DEBT: THE ORGANIZATION BELIEVES THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND THE COST OF BAD DEBT ARE COMMUNITY BENEFIT AND SHOULD BE INCLUDED ON FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW, THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON- DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY AND IS CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE IRS. SATISFYING THE "COMMUNITY BENEFIT STANDARD," AS ARTICULATED BY THE INTERNAL REVENUE SERVICE (IRS) IN REVENUE RULING 69-545, IS CURRENTLY REQUIRED FOR A HOSPITAL TO BE RECOGNIZED AS A CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE (IRC) 501(C)(3). THIS RULING REMOVED THE PREVIOUS REQUIREMENT OF REVENUE RULING 56-185, KNOWN AS THE "CHARITY CARE STANDARD," THAT IN ORDER TO BE A CHARITABLE ORGANIZATION, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR THEIR CARE. THIS EARLIER RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT MEAN THAT A HOSPITAL WAS NOT CHARITABLE SINCE THAT LEVEL COULD REFLECT THE HOSPITAL'S FINANCIAL ABILITY TO PROVIDE SUCH CARE. REVENUE RULING 56-185 ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT IMPACT A HOSPITAL'S CHARITABLE STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. UNDER THE COMMUNITY BENEFIT STANDARD DEVELOPED IN REVENUE RULING 69-545, HOSPITALS WERE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THIS RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED THOSE WHO COULD PAY FOR THE SERVICES EITHER BY THEMSELVES, THROUGH PRIVATE INSURANCE OR PUBLIC PROGRAMS SUCH AS MEDICARE. IN ADDITION, THE HOSPITAL OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL WAS CHARITABLE BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM CHARITABLE, AS REQUIRED BY TREASURY REGULATION SECTION 1.501(C)(3)-1(D)(2). THE IRS RULED THAT THE PROMOTION OF HEALTH, LIKE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES OF THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN WHEN THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO THOSE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER FACTORS THAT DEMONSTRATED COMMUNITY BENEFIT INCLUDED: SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND FACILITIES AND ADVANCE MEDICAL TRAINING, EDUCATION AND RESEARCH; AND IT WAS CONTROLLED BY A BOARD OF DIRECTORS THAT CONSISTED OF INDEPENDENT CIVIC LEADERS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") HOLDS THE POSITION THAT MEDICARE UNDERPAYMENTS (SHORTFALLS) AND BAD DEBT SHOULD BE REPORTED AS COMMUNITY BENEFIT ON FORM 990, SCHEDULE H, PART I, LINE 7. IN A LETTER TO THE IRS DATED AUGUST 21, 2007 RESPONDING TO A DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA ARGUES THAT MEDICARE UNDERPAYMENTS (SHORTFALLS) IS COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: -PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS REMAINS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. -MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES ONLY 92 CENTS FOR EVERY DOLLAR HOSPITALS SPEND TO CARE FOR MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION IN ITS MARCH 2007 REPORT CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE. -MANY MEDICARE PATIENTS, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46% OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200% OF THE FEDERAL POVERTY LEVEL. MANY ARE ALSO ELIGIBLE FOR MEDICAID, SO CALLED -DUAL ELIGIBLES". PENNSYLVANIA REQUIRES NON-PROFIT HOSPITALS LIKE HSH TO PROVIDE A MINIMUM LEVEL OF COMMUNITY BENEFIT TO RETAIN EXEMPTION FROM STATE AND LOCAL TAXES. ACCORDING TO STATE GUIDANCE AND CASE LAW, THE UNREIMBURSED COST OF MEDICARE AND BAD DEBT IS CONSIDERED TO BE COMMUNITY BENEFIT FOR STATE TAX EXEMPTION PURPOSES. PART III, LINE 6 ONLY INCLUDES THOSE COSTS THAT ARE ALLOWED TO BE REPORTED ON GLH'S MEDICARE COST REPORT THAT ARE REQUIRED TO BE FILED WITH THE FEDERAL GOVERNMENT. GLH CONSIDERS THE TOTAL MEDICARE UNDERPAYMENTS (SHORTFALL) OF 28,684,303 SHOULD BE REPORTED AS COMMUNITY BENEFIT ON THE FORM 990, SCHEDULE H, PART I, LINE 7. ALONG WITH PROVIDING CARE TO MEDICAID PATIENTS AND PROVIDING FREE OR DISCOUNTED CARE TO OTHER LOW INCOME PATIENTS, THE IRS COMMUNITY BENEFIT STANDARD INCLUDES THE PROVISION OF CARE TO THE ELDERLY AND MEDICARE PATIENTS. LIKE MEDICAID, MEDICARE DOES NOT PAY THE FULL COST OF PROVIDING CARE TO THESE PATIENTS, FORCING HSH TO USE OTHER FUNDS TO COVER THE SHORTFALL. MEDICARE SHORTFALLS MUST BE ABSORBED BY HSH IN ORDER TO CONTINUE TREATING THE ELDERLY IN OUR COMMUNITY. HSH PROVIDES CARE REGARDLESS OF THE MEDICARE SHORTFALL AND IS THEREBY PROVIDING ACCESS TO MEDICAL SERVICES FOR THE ELDERLY AND RELIEVING THE FEDERAL GOVERNMENT OF THE BURDEN OF PAYING THE FULL COST FOR PROVIDING CARE TO MEDICARE PATIENTS. ABSENT THE MEDICARE PROGRAM, IT IS LIKELY THAT MANY MEDICARE PATIENTS WOULD BE ELIGIBLE FOR CHARITY CARE OR OTHER NEEDS BASED GOVERNMENT PROGRAMS. THE AMOUNT EXPENDED TO COVER THE SHORTFALL IS MONEY NOT AVAILABLE FOR FINANCIAL ASSISTANCE AND OTHER COMMUNITY BENEFIT NEEDS. BOTH HSH AND THE AHA BELIEVE THAT PATIENT BAD DEBT BE REPORTED AS A COMMUNITY BENEFIT ON FORM 990, SCHEDULE H, PART I, LINE 7. LIKE MEDICARE UNDERPAYMENTS (SHORTFALLS), BAD DEBT SHOULD BE REPORTED AS COMMUNITY BENEFIT BECAUSE: -A SIGNIFICANT PORTION OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO FOR MANY REASONS DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY UNDER HSH'S CHARITY CARE OR FINANCIAL ASSISTANCE POLICY (FAP). A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO"), "NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFIT", CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." -THE CBO REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF THE BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR CHARITABLE MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THE EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ACCORDING THE CBO REPORT, ROUGHLY 40% OF BAD DEBT IS PENDING CHARITY CARE. (IN FY 2016, APPROXIMATELY 24.6% OF HSH'S BAD DEBT WAS SUBSEQUENTLY RECLASSIFIED TO CHARITY CARE.) THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE (BAD DEBT AND CHARITY CARE) AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZED NATIONALLY. THE EXPERIENCE OF HOSPITALS NATIONWIDE REINFORCE THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE CHARITABLE MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS PART OF THE BURDEN HOSPITALS' SHOULDER IN SERVING ALL PATIENTS REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, RELIGION OR ABILITY TO PAY. IN ADDITION, THE HOSPITAL INVESTS SIGNIFICANT RESOURCES IN SYSTEMS AND STAFF TRAINING TO ASSIST PATIENTS THAT ARE IN NEED OF FINANCIAL ASSISTANCE. FOR FISCAL YEAR ENDED 6/30/2016, HSH'S COST OF PROVIDING PATIENT CARE FOR SERVICES ACCOUNTED FOR AS BAD DEBT WAS 2,823,470. PART III, LINE 9B - COLLECTION PRACTICES EXPLANATION HSH IS COMMITTED TO PROVIDING MEDICAL NECESSARY SERVICES TO PATIENTS REGARDLESS OF THEIR ABILITY TO PAY AND HSH'S COLLECTION ACTIONS ARE CONSISTENTLY APPLIED TO ALL PATIENTS. IT IS HSH POLICY TO PROVIDE FINANCIAL ASSISTANCE AND COUNSELING TO PATIENTS WITH LIMITED FINANCIAL MEANS. A PATIENT MAY BECOME ELIGIBLE FOR FINANCIAL ASSISTANCE AT ANY TIME DURING TREATMENT OR DURING THE CONTINUUM OF THE FINANCIAL/BILLING AND COLLECTION PROCESS. IN ANY STAGE OF THE BILLING PROCESS, COLLECTION ACTIONS ARE NOT PURSUED WHENEVER A PATIENT APPLIES AND IS BEING EVALUATED FOR FINANCIAL ASSISTANCE. UNDER NO CIRCUMSTANCES WILL HSH FREEZE OR ATTACH BANK ACCOUNTS OF A PATIENT, ENFORCE LIENS, ACTIVELY PURSUE ASSETS FROM A PRIOR JUDGMENT OR GARNISH THE WAGES OF A PATIENT AND/OR FAMILY MEMBER BEFORE DETERMINING IF THE PATIENT IS ELIGIBLE FOR ASSISTANCE UNDER HSH'S FINANCIAL ASSISTANCE PROGRAM. PART VI, LINE 2 - NEEDS ASSESSMENT AS PART OF ITS CLINICAL PROGRAM PLANNING AND ENVIRONMENTAL ANALYSIS, HSH ASSESSES THE HEALTH CARE NEEDS OF ITS COMMUNITY. HEART, CANCER, AND STROKE HAVE BEEN IDENTIFIED AS THE LEADING CAUSES OF DEATH. HOLY SPIRIT HAS COMMITTED RESOURCES TO THESE SERVICE LINES TO ADDRESS THE HEALTH NEEDS OF ITS COMMUNITY, AMONG OTHER ITEMS DRIVEN BY DEMOGRAPHICS AND EPIDEMIOLOGY. HOLY SPIRIT HOSPITAL HAS REGULARLY CONDUCTED PHYSICIAN NEEDS ASSESSMENTS TO IDENTIFY MEDICAL AND SURGICAL SPECIALTIES THAT ARE IN SHORT SUPPLY WITHIN ITS PRIMARY SERVICE AREA. STRONG PHYSICIAN RECRUITMENT INITIATIVES HAVE BEEN DEVELOPED TO ASSURE THAT THE COMMUNITY HAS ACCESS TO THESE PHYSICIANS. HOLY SPIRIT HOSPITAL PARTICIPATED IN A COLLABORATIVE COMMUNITY HEALTH NEEDS ASSESSMENT WITH THREE OTHER LOCAL HOSPITAL/HEALTH SYSTEMS AND TWO OTHER HEALTH CARE ORGANIZATIONS IN KEEPING WITH IRS GUIDANCE. A THIRD-PARTY CONSULTANT WAS ENGAGED TO OUTLINE THE PROCESS, CONDUCT RESEARCH, AND ENGAGE COMMUNITY STAKEHOLDERS. THIS INFORMATION WAS USED AS THE BASIS FOR A FORMAL, REGIONAL HEALTH ASSESSMENT DOCUMENT. SEE PART V OF SCHEDULE H. PART VI, LINE 3 - PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE FOR URGENT AND EMERGENT SERVICES, PATIENTS ARE PROVIDED CARE REGARDLESS OF THEIR ABILITY TO PAY. IN THE EVENT A PATIENT HAS AN EMERGENCY MEDICAL CONDITION, TREATMENT IS NOT DELAYED TO PERMIT AN INQUIRY REGARDING A PATIENT'S METHOD OF PAYMENT OR INSURANCE STATUS. FOR OTHER THAN URGENT AND EMERGENT SERVICES, THE HOSPITAL PROVIDES UNCOMPENSATED CARE, FREE OF CHARGE, OR ON A 100% DISCOUNTED BASIS, TO THOSE PATIENTS WHO DEMONSTRATE AN INABILITY TO PAY. DEPENDING UPON FAMILY SIZE AND INCOME, FREE OR 100% DISCOUNTED SERVICES ARE AVAILABLE TO A PATIENT WITH FAMILY INCOME OF 300% OR LESS OF THE FEDERAL POVERTY GUIDELINES. IT IS GEISINGER POLICY TO PROVIDE FINANCIAL ASSISTANCE AND FINANCIAL COUNSELING TO PATIENTS OF LIMITED MEANS. A PATIENT MAY BECOME ELIGIBLE FOR CHARITY CARE OR FINANCIAL ASSISTANCE AT ANY TIME DURING TREATMENT OR DURING THE CONTINUUM OF THE FINANCIAL/BILLING PROCESS. INFORMATION (SIGNS, BROCHURES, ETC.) REGARDING GEISINGER'S CHARITY CARE AND FINANCIAL ASSISTANCE POLICIES ARE PROVIDED AT THE EMERGENCY ROOM, REGISTRATION AND VARIOUS ACCESS POINTS THROUGHOUT THE HOSPITAL. REGISTRATION PERSONNEL ALSO REFER UNINSURED AND/OR LOW INCOME PATIENTS TO FINANCIAL COUNSELORS TO DISCUSS THE FINANCIAL ASSISTANCE POLICY. NOTICE OF HSH'S CHARITY CARE AND FINANCIAL ASSISTANCE POLICIES CAN ALSO BE FOUND ON THE WEB SITE AT HSH.ORG/PATIENTS-AND-VISITORS/BILLING- INSURANCE/FINANCIAL ASSISTANCE. PATIENTS ARE ALSO PROVIDED INFORMATION ON GEISINGER'S CHARITY CARE AND FINANCIAL ASSISTANCE POLICIES WITH EACH PATIENT BILL. PART VI, LINE 4 - COMMUNITY INFORMATION HOLY SPIRIT HOSPITAL IS A COMMUNITY CATHOLIC HOSPITAL SPONSORED AND MANAGED BY THE SISTERS OF CHRISTIAN CHARITY TO CARRY OUT THE HEALING MINISTRY OF JESUS CHRIST TO ALL IN NEED. HOLY SPIRIT PROVIDES HIGH-QUALITY, COST-EFFECTIVE HEALTH SERVICES TO DEVELOP HEALTHY COMMUNITIES IN THE GREATER HARRISBURG AREA AND SOUTH CENTRAL PENNSYLVANIA. HOLY SPIRIT HOSPITAL IS LOCATED IN CAMP HILL, WHICH IS IN SUBURBAN CUMBERLAND COUNTY, AND IS PART OF THE GREATER HARRISBURG- MECHANICSBURG-CARLISLE METROPOLITAN AREA. HOLY SPIRIT HOSPITAL'S PRIMARY SERVICE AREA COVERS PARTS OF THE FOUR COUNTIES OF CUMBERLAND, DAUPHIN, PERRY, AND NORTHERN YORK WITH A POPULATION OF APPROXIMATELY 500,000, INCLUDING STARKLY DIFFERENT AREAS OF URBAN, SUBURBAN, SEMI-RURAL, AND RURAL POPULATIONS. THIS SAME SERVICE AREA IS SERVED BY FOUR COMPETING HEALTH SYSTEMS: HOLY SPIRIT HOSPITAL, PINNACLEHEALTH SYSTEM, PENN STATE MILTON S. HERSHEY MEDICAL CENTER, AND CARLISLE REGIONAL MEDICAL CENTER. THE POPULATION IN THE HOSPITAL'S PRIMARY SERVICE AREA IS RAPIDLY AGING, AND THE OVER 65 POPULATION IS EXPECTED TO GROW TO ALMOST 20% OF THE TOTAL POPULATION IN THE NEXT FIVE YEARS. THE AVERAGE HOUSEHOLD INCOME IN THE PRIMARY SERVICE IS 80,522, COMPARED TO THE NATIONAL AVERAGE INCOME OF 77,153 (2016 TRUVEN HEALTH ANALYTICS, INC.). PART VI, LINE 5 - PROMOTION OF COMMUNITY HEALTH CURRENTLY, HOLY SPIRIT HOSPITAL HAS A TOTAL OF 311 PATIENT BEDS AND 15 BASSINETS. THERE ARE NEARLY 540 PHYSICIANS ON STAFF AND ALMOST 1,800 EMPLOYEES, INCLUDING NURSES, NURSING ASSISTANTS AND NURSING SUPPORT STAFF; LAB AND RADIOLOGY TECHNICIANS; PHYSICAL, RESPIRATORY, OCCUPATIONAL AND SPEECH THERAPISTS; PHLEBOTOMISTS AND A BROAD RANGE OF TECHNICAL AND ADMINISTRATIVE PERSONNEL. EACH IS HIGHLY TRAINED TO DELIVER QUALITY AND SAFE CARE TO INPATIENTS AND OUTPATIENTS OR SUPPORT THOSE WHO DO. THE HOSPITAL HAS: 1) AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREAS; 2) A BOARD OF DIRECTORS WHO GOVERN THE ORGANIZATION. THE BOARD IS COMPRISED OF COMMUNITY, BUSINESS, AND RELIGIOUS LEADERS AND PHYSICIANS REPRESENTING THE GEOGRAPHIC AREA OF OUR REGION; AND 3) AN EMERGENCY DEPARTMENT THAT IS OPEN TO ALL PERSONS IN NEED REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES. HOLY SPIRIT HOSPITAL OFFERS A COMPREHENSIVE ARRAY OF INPATIENT AND OUTPATIENT SERVICES WITHOUT REGARD TO THE PATIENT'S ABILITY TO PAY. HOLY SPIRIT STAFF ARE DEDICATED TO THE VALUES OF DIGNITY, WHOLISM, SERVICE, STEWARDSHIP, QUALITY, AND INTEGRITY. HOLY SPIRIT ALSO HAS A STRONG MISSION-DRIVEN TRADITION OF SUPPORTING THE REGIONAL COMMUNITY THROUGH A BROAD RANGE OF CHARITABLE SERVICES AND COMMUNITY BENEFIT PROGRAMS, WHICH ARE DETAILED IN THE COMMUNITY HEALTH NEEDS ASSESSMENT (AVAILABLE ON THE WEBSITE AT WWW.HSH.ORG/CHNA). FREE AND LOW-COST SERVICES AND COMMUNITY BENEFIT PROGRAMS ARE PROVIDED THROUGHOUT THE SERVICE AREA. HOLY SPIRIT CONDUCTS AN ANNUAL APPEAL INVITING EMPLOYEES AND VOLUNTEERS TO SUPPORT INTERNAL COMMUNITY BENEFIT PROGRAMS, WHICH IN TURN HELPS TO PROVIDE FREE AND LOW-COST PROGRAMS. ANY DONATIONS OR GRANTS GENERATED ARE REFLECTED AS REVENUE WITHIN PROGRAMS AND CREDITED AGAINST OPERATING LOSSES. IN ADDITION, HOLY SPIRIT EMPLOYEES SERVE IN A MULTITUDE OF VOLUNTEER ROLES, INCLUDING, BUT NOT LIMITED TO, FIREFIGHTERS, EMERGENCY MANAGEMENT TECHNICIANS, CHAPLAINS, PARISH NURSES, GROUP LEADERS, MENTORS, EDUCATORS, AND DIRECTORS AND VOLUNTEERS FOR REGIONAL NONPROFITS. ALSO SEE THE STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS/COMMUNITY BENEFIT REPORTED IN SCHEDULE O. PART VI, LINE 6 - AFFILIATED HEALTH CARE SYSTEM HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY (HSH) IS AN AFFILIATE WITHIN THE GEISINGER HEALTH SYSTEM. GEISINGER HEALTH SYSTEM IS A PHYSICIAN-LED, INTEGRATED HEALTH SERVICES ORGANIZATION THAT HAS AS ITS MAIN COMPONENTS: 1) AN ARRAY OF HEALTH SERVICES PROVIDERS, INCLUDING SIX ACUTE CARE HOSPITALS AND A DRUG AND ALCOHOL TREATMENT FACILITY; 2) A MULTISPECIALTY PHYSICIAN GROUP PRACTICE OF 1,136 PHYSICIANS PRACTICING AT 91 PRIMARY AND SPECIALTY CLINICS; AND 3) ONE OF THE NATION'S LARGEST RURAL HEALTH INSURANCE ORGANIZATIONS WITH OVER 340,000 MEMBERS. GEISINGER OPERATES IN 44 OF PENNSYLVANIA'S 67 COUNTIES, WITH A SIGNIFICANT PRESENCE IN CENTRAL AND NORTHEASTERN PENNSYLVANIA, PRIMARILY OUTSIDE THE MAJOR METROPOLITAN AREAS. GEISINGER AT A GLANCE. -PHYSICIAN PRACTICE GROUP - MULTISPECIALTY GROUP PRACTICE WITH 1,136 EMPLOYED PHYSICIANS PRACTICING AT 91 CLINIC SITES -MANAGED CARE COMPANIES 340,217 MEMBERS -PROVIDER FACILITIES INCLUDES 1,326 LICENSED HOSPITAL BEDS, 344 SKILLED NURSING FACILITY BEDS AND 91 CHEMICAL DEPENDENCY BEDS. MISSION. GEISINGER'S MISSION IS TO ENHANCE THE QUALITY OF LIFE THROUGH AN INTEGRATED HEALTH SERVICE ORGANIZATION BASED ON A BALANCED PROGRAM OF PATIENT CARE, EDUCATION, RESEARCH, AND COMMUNITY SERVICE. THIS MISSION STATEMENT HAS BEEN SUMMARIZED INTO FOUR WORDS - "HEAL. TEACH. DISCOVER. SERVE." HISTORY. GEISINGER HAD ITS BEGINNINGS IN THE SMALL COMMUNITY OF DANVILLE, WHICH IS LOCATED IN CENTRAL PENNSYLVANIA ON THE NORTHERN BRANCH OF THE SUSQUEHANNA RIVER. THERE, IN 1915, ABIGAIL A. GEISINGER FOUNDED THE GEORGE F. GEISINGER MEMORIAL HOSPITAL IN MEMORY OF HER HUSBAND. FROM THE BEGINNING, THE NEW HOSPITAL WAS DESIGNED AS A COMPREHENSIVE HEALTHCARE INSTITUTION THAT WOULD OFFER SPECIALIZED MEDICAL CARE TO PEOPLE IN THE RURAL AREAS OF CENTRAL AND NORTHEASTERN PENNSYLVANIA. UNLIKE MOST HEALTHCARE SYSTEMS, WHICH EVOLVED WITH A HOSPITAL FOCUS, GEISINGER'S HISTORY AND TRADITION IS THAT OF A PHYSICIAN-LED AND PHYSICIAN-DRIVEN HEALTHCARE ORGANIZATION. THIS TRADITION BEGAN WHEN MRS. GEISINGER BROUGHT DR. HAROLD FOSS, A MAYO CLINIC TRAINED PHYSICIAN, TO BE HER HOSPITAL'S FIRST CHIEF OF STAFF. TODAY, GEISINGER IS REGARDED AS A NATIONAL MODEL OF HEALTHCARE DELIVERY CENTERED ON A SOPHISTICATED MULTISPECIALTY GROUP PRACTICE. SINCE THE 1970S, GEISINGER'S STRATEGY OF INTEGRATING PHYSICIANS AND HOSPITALS EXPANDED TO INCLUDE THE MANAGEMENT OF HEALTH AND THE FINANCING OF HEALTHCARE SERVICES THROUGH ITS WHOLLY CONTROLLED HEALTH MAINTENANCE ORGANIZATION, GEISINGER HEALTH PLAN. TWO INDEMNITY HEALTH INSURERS, GEISINGER INDEMNITY INSURANCE COMPANY AND GEISINGER QUALITY OPTIONS, INC., KNOWN COLLECTIVELY WITH GEISINGER HEALTH PLAN AS "GEISINGER HEALTH PLANS- OR "GHPS", HAVE BEEN ADDED IN RECENT YEARS. CORPORATE STRUCTURE. THE ORGANIZATIONAL STRUCTURE OF THE SYSTEM REFLECTS THE STRATEGIC GOAL OF OPERATING AS A FULLY INTEGRATED HEALTHCARE SYSTEM WHOSE CORPORATE COMPONENTS SHARE THE COMMON GOALS OF MANAGING AND IMPROVING THE HEALTHCARE OF ITS PATIENTS AND MEMBERS, WHILE RECOGNIZING AND RESPECTING THE CORPORATE IDENTITY OF EACH ENTITY. THIS INTEGRATION LINKS THE AREAS OF PHYSICIANS, HOSPITALS/CLINICS, AND HEALTHCARE INSURANCE. HOLY SPIRIT HEALTH SYSTEM (HSHS) IS THE CORPORATE ENTITY OVER THE CORPORATIONS LISTED BELOW. EACH CORPORATION SERVES VARIOUS ROLES WITHIN THE HSHS NETWORK. IN PREPARATION FOR ANTICIPATED CHANGES RELATED TO HEALTH CARE REFORM, THE HSHS BOARD OF DIRECTORS ENGAGED IN RESEARCH AND PRELIMINARY DISCUSSIONS ON BEHALF OF THE NETWORK TO ASSESS THE VIABILITY OF AFFILIATING OR MERGING WITH ANOTHER HEALTH SYSTEM. HOLY SPIRIT BECAME AN AFFILIATE OF GEISINGER HEALTH SYSTEM IN OCTOBER 2014. HOLY SPIRIT HOSPITAL (THE "HOSPITAL") IS A COMMUNITY CATHOLIC HOSPITAL, PROVIDING HIGH-QUALITY, COST-EFFECTIVE HEALTH SERVICES TO PATIENTS IN THE GREATER HARRISBURG AREA AND SOUTH CENTRAL PENNSYLVANIA. THE HOSPITAL IS LICENSED FOR 311 ACUTE CARE BEDS AND OPERATES OUTPATIENT CENTERS IN CAMP HILL, CARLISLE, DILLSBURG, DUNCANNON, HARRISBURG, AND MECHANICSBURG. AFFILIATED SERVICES INCLUDE GENERAL AND SPECIALTY SURGERY. OTHER SERVICES INCLUDE CANCER TREATMENT (GAMMA KNIFE AND LINEAR ACCELERATOR) AT THE HOLY SPIRIT CANCER CENTER IN MECHANICSBURG, MULTIPLE CARDIAC REHABILITATION PROGRAMS, AND HOLY SPIRIT SLEEP CENTERS LOCATED IN LEMOYNE AND HARRISBURG. HOLY SPIRIT HOME HEALTH CARE, A DEPARTMENT OF THE HOSPITAL, OFFERS MEDICAL SERVICES UNDER THE DIRECTION OF A PATIENT'S PHYSICIAN IN THE COMFORT AND PRIVACY OF THE PATIENT'S OWN HOME. HOME HEALTH CARE CLINICIANS PROVIDE A VARIETY OF SERVICES, INCLUDING SKILLED NURSING CARE, PHYSICAL AND OCCUPATIONAL THERAPY, SOCIAL SERVICES, AND PERSONAL CARE. PROFESSIONALS ALSO PROVIDE SPECIALTY PROGRAMS IN WOUND AND OSTOMY CARE, INTRAVENOUS THERAPY, MENTAL HEALTH, AND TELEHEALTH. THE HOSPITAL HAS (1) AN OPEN MEDICAL STAFF WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS IN THE AREAS AND (2) AN EMERGENCY DEPARTMENT THAT IS OPEN TO ALL PERSONS IN NEED REGARDLESS OF THEIR ABILITY TO PAY FOR SERVICES. A BOARD OF DIRECTORS COMPRISED OF COMMUNITY, BUSINESS, AND RELIGIOUS LEADERS AND PHYSICIANS GOVERNS THE ORGANIZATION. HOLY SPIRIT PHYSICIAN SERVICES, INC. ("SPSI") IS A NETWORK OF OVER 100 PHYSICIANS AND OTHER HEALTH CARE PROVIDERS DELIVERING PRIMARY AND SPECIALTY CARE SERVICES TO ITS SURROUNDING COMMUNITY. THE PHYSICIAN NETWORK IS OWNED BY HOLY SPIRIT HEALTH SYSTEM, A COMMUNITY CATHOLIC HEALTH SYSTEM. OUR SPECIALTIES INCLUDE FAMILY MEDICINE, OBSTETRICS AND GYNECOLOGY, INTERNAL MEDICINE, PEDIATRICS, GENERAL SURGERY, BREAST CARE, CARDIOTHORACIC SURGERY, CARDIOLOGY, ENDOCRINOLOGY, NEUROLOGY, NEUROSURGERY, ORTHOPAEDICS, PLASTIC SURGERY, PSYCHIATRY (ADULT AND PEDIATRIC), PULMONARY, VASCULAR SURGERY, RADIATION ONCOLOGY, URGENT CARE, AND HOSPITALISTS GROUPS. HOLY SPIRIT CORPORATION ("HSC") IS A REAL ESTATE HOLDING CORPORATION WITH PROPERTIES IN CAMP HILL, DILLSBURG, AND MECHANICSBURG, INCLUDING THE MEDICAL ARTS BUILDING, AMERICAN OFFICE CENTER, AND KINDER CARE CENTER. HOLY SPIRIT VENTURES, INC. ("HSV") IS THE CORPORATE ORGANIZATION THROUGH WHICH HSHS PARTICIPATES IN THE OWNERSHIP AND MANAGEMENT OF HEALTH CARE FACILITIES JOINTLY WITH THE OTHER HEALTH CARE PROVIDERS. IN ADDITION, HSV OWNS A RETAIL PHARMACY AND THE SENATE HOUSE, A COMBINED COMMERCIAL OFFICE/RESIDENTIAL APARTMENT BUILDING. WEST SHORE ADVANCED LIFE SUPPORT SERVICES, INC. ("WSALS") PROVIDES AMBULANCE AND MEDICAL TRANSPORT SERVICES ACROSS CENTRAL PENNSYLVANIA. SERVICES INCLUDE BASIC AND ADVANCED LIFE SUPPORT, AS WELL AS AUTOMATED EXTERNAL DEFIBRILLATION FOR QUICK RESPONSE TO HEART ATTACK AND OTHER CARDIAC EMERGENCIES. FOR NON-EMERGENCY NEEDS, WSALS PROVIDES WHEELCHAIR VANS AND COACH SERVICES TO TRANSPORT INVALID AND BED-BOUND PATIENTS. WSALS ALSO IS INVOLVED IN VARIOUS ADMINISTRATIVE AND CONSULTING SERVICES FOR OTHER AMBULANCE COMPANIES. SEE SCHEDULE R FOR A LIST OF THE AFFILIATED ORGANIZATIONS COMPRISING GEISINGER. THROUGHOUT THIS DOCUMENT THE TERMS "SYSTEM- OR "GEISINGER" SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH ("GH") AS PARENT AND ALL SUBSIDIARY ENTITIES COMPRISING THE SYSTEM. ADDITIONAL INFORMATION PART VI, LINE 7, STATE FILING OF COMMUNITY BENEFIT REPORT: AT THIS TIME, HSH AND ITS AFFILIATES ARE NOT REQUIRED TO FILE A COMMUNITY BENEFIT REPORT WITH ANY STATE. X X X X X X true true false false false false false true true true DANIEL E LOHR ESQUIRE ASST. SECRETARY 231485 76502 21302 19110 21568 369967 DAVID J FELICIO ESQUIRE SECRETARY 402686 156692 206888 77507 25383 869156 152495 KEVIN F BRENNAN CPA FHFMA EVP, FINANCE, CFO 541622 299769 241957 185717 25898 1294963 202451 MANUEL J EVANS TREASURER 258674 215752 11093 10948 496467 RANDY B MORRIS TREASURER 125023 59478 41539 5608 1513 8090 3035 7154 3756 187414 67782 DAVID A GATESMAN VP PRO SERVICES 131495 57759 28800 2719 286 9955 1639 20543 8927 193512 68611 JOSEPH A TORCHIA MD SVP MEDICAL AFFAIRS 366344 55589 22633 14015 12212 470793 LISA F TORCHIA VP PATIENT CARE SVCS 237600 37532 20010 10627 25055 330824 BARBARA SUMBATIAN MD PHYSICIAN 221179 15303 7245 26267 269994 MARIA E PRUDENCIO MD PHYSICIAN 262011 3113 20829 2539 288492 MICHAEL J PASZEK MD REGIONAL MED DIR 306851 7334 16154 28151 358490 PAUL D BRETTSCHNEIDER MD PHYSICIAN 233576 12755 12191 26991 285513 WILLIAM P SHARTLE SVP, HR 71653 224488 5391 8047 309579 EDWARD J ZYCH ESQUIRE FORMER OFFICER 108861 217357 5645 11035 342898 32454 GERALD R NEWHOUSE FORMER KEY EMPLOYEE 193027 2596 17438 22399 235460 RICHARD LAVANTURE FORMER KEY EMPLOYEE 306576 48445 22086 17257 32295 426659 SCHEDULE J, PAGE 1, PART I, LINE 4 DAVID J. FELICIO, ESQUIRE 0 152,495 0 KEVIN F. BRENNAN, CPA, FHFMA 0 202,451 0 MANUEL J. EVANS 110,179 0 0 WILLIAM P. SHARTLE 178,038 0 0 EDWARD J. ZYCH, ESQUIRE 0 32,454 0 SCHEDULE J, PAGE 1, PART I, LINE 7 BECAUSE THE PAYMENT OF EARNED PERFORMANCE BASED COMPENSATION IS AT THE DISCRETION OF MANAGEMENT AND THE BOARD OF DIRECTORS, SUCH PAYMENTS MAY BE CONSIDERED NON-FIXED PAYMENTS. PERFORMANCE BASED COMPENSATION IS DETERMINED BY MEETING INDIVIDUALLY MEASURED PERFORMANCE GOALS THAT ARE ALIGNED WITH OVERALL GEISINGER OBJECTIVES, INCLUDING: CLINICAL QUALITY, COMMUNITY MISSION ACHIEVEMENT, AND FINANCIAL STEWARDSHIP. SCHEDULE J, PAGE 1, PART I, LINE 8 THE EMPLOYEES LISTED PARTICIPATE IN A COMPENSATION PROGRAM DESIGNED TO BE MARKET COMPETITIVE. FROM TIME TO TIME, DEPENDING ON THE AVAILABILITY OF QUALIFIED APPLICANTS, RECRUITMENT LOANS MAY BE MADE AVAILABLE TO QUALIFIED APPLICANTS IN DIFFICULT TO RECRUIT POSITIONS. SUCH LOANS ARE ONLY PROVIDED IF TOTAL COMPENSATION, INCLUDING THE LOAN AMOUNT, IS CONSIDERED REASONABLE COMPENSATION PER INDEPENDENT SALARY SURVEYS. SCHEDULE J, PART III PART I, LINE 4A - SEVERANCE PAYMENT UPON INVOLUNTARY SEPARATION, EMPLOYEES MAY BE ELIGIBLE TO RECEIVE CONTINUATION OF SALARY FOR A TERM THAT IS BASED ON THEIR YEARS OF GEISINGER SERVICE AND POSITION. PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN COMPENSATION FOR ELIGIBLE EMPLOYEES MAY BE DEFERRED TO A 457(F) NONQUALIFIED PLAN THAT VESTS WITH COMPLETION OF SERVICE, DEATH AND/OR PERMANENT DISABILITY. __________________________________________________________________________ FOOTNOTE: THROUGHOUT FORM 990, THE TERMS "GEISINGER- AND "SYSTEM" SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH "GH" AS PARENT AND ALL SUBSIDIARY CORPORATIONS COMPRISING THE SYSTEM. MICHAEL SERLUCO BOARD DIRECTOR MORTGAGE ON SPACE FOR PATIENT CARE X 1200000 911636 false true true RANDY B MORRIS OFFICER RECRUITMENT X 20000 11231 false true true 922867 SZELES REAL ESTATE DEVELOPMENT CO BUSINESS 237676 RENTAL/LEASE EXPENSE false SZELES CAPITAL DEVELOPMENT CO LP BUSINESS 60273 RENTAL/LEASE EXPENSE false ALEX R SZELES INC BUSINESS 6243 WATER REMEDIATON SVC false KATHERINE LAVANTURE FAMILY 20525 EMPLOYEE COMP/BEN false MONICA R JONES FAMILY 65843 EMPLOYEE COMP/BEN false SHANNON M GATESMAN FAMILY 65928 EMPLOYEE COMP/BEN false SCHEDULE L, PART V RICHARD A. SZELES IS AN OFFICER AND DIRECTOR OF HOLY SPIRIT HOSPITAL AND AN OWNER AND MANAGING PARTNER OF: SZELES REAL ESTATE DEVELOPMENT CO., SZELES CAPTIAL DEVELOPMENT CO, LP AND ALEX R. SZELES, INC. KATHERINE LAVANTURE IS A FAMILY MEMBER OF RICHARD E. LAVANTURE, A FORMER KEY EMPLOYEE OF HOLY SPIRIT HOSPITAL. MONICA R. JONES IS A FAMILY MEMBER OF RICHARD A. SZELES, AN OFFICER AND DIRECTOR OF HOLY SPIRIT HOSPITAL. SHANNON A. GATESMAN IS A FAMILY MEMBER OF DAVID A. GATESMAN, A KEY EMPLOYEE OF HOLY SPIRIT HOSPITAL. FORM 990 - ORGANIZATION'S MISSION HOLY SPIRIT HOSPITAL IS A COMMUNITY CATHOLIC HOSPITAL SPONSORED BY THE SISTERS OF CHRISTIAN CHARITY TO CARRY OUT THE HEALING MINISTRY OF JESUS CHRIST TO ALL IN NEED. WE PROVIDE HIGH QUALITY, COST-EFFECTIVE HEALTH SERVICES TO DEVELOP HEALTHY COMMUNITIES IN THE GREATER PATIENT CARE SERVICES. FORM 990 FORM 990, PART IV, LINE 24A: DID THE ORGANIZATION HAVE A TAX-EXEMPT BOND ISSUE WITH AN OUTSTANDING PRINCIPAL AMOUNT OF MORE THAN 100,000 AS OF THE LAST DAY OF THE YEAR, THAT WAS ISSUED AFTER DECEMBER 31, 2002? GEISINGER HEALTH (GH) IS CURRENTLY THE SOLE OBLIGOR UNDER A SERIES OF BOND ISSUES WITH A TOTAL OUTSTANDING BALANCE OF 1,447,263,694, INCLUSIVE OF UNAMORTIZED ORIGINAL ISSUE DISCOUNT AS OF JUNE 30, 2016. BECAUSE THE BOND PROCEEDS ARE DISBURSED TO GH SUBSIDIARIES, THE BOND LIABILITIES ARE REFLECTED ON THE BALANCE SHEETS OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: GEISINGER MEDICAL CENTER, EIN: 24-0795959 GEISINGER WYOMING VALLEY MEDICAL CENTER, EIN: 23-1996150 GEISINGER CLINIC, EIN: 23-6291113 MARWORTH, EIN: 23-2171417 GEISINGER SYSTEM SERVICES, EIN: 23-2164794 COMMUNITY MEDICAL CENTER, EIN: 24-0862246 MOUNTAIN VIEW NURSING HOME, INC., EIN: 23-2568288 GEISINGER-BLOOMSBURG HOSPITAL, EIN: 23-2193572 GEISINGER-BLOOMSBURG HEALTH CARE CENTER, EIN: 23-2242854 GEISINGER-LEWISTOWN HOSPITAL, EIN: 23-1352187 HOLY SPIRIT HOSPITAL, EIN: 23-1512747 ATLANTICARE REGIONAL MEDICAL CENTER, EIN 21-0634549 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED IN THE FORM 990 FILING OF GEISINGER HEALTH, EIN: 23-1995911. FORM 990, PAGE 2, PART III, LINE 4A IN MAY 2013, HOLY SPIRIT HOSPITAL NURSES ACHIEVED MAGNET STATUS FROM THE AMERICAN NURSES CREDENTIALING CENTER'S MAGNET RECOGNITION PROGRAM. ACHIEVING MAGNET IS THE GOLD STANDARD FOR NURSING EXCELLENCE AND REQUIRES UNDERGOING A VOLUNTARY, RIGOROUS AND LENGTHY REVIEW PROCESS THAT EXAMINES A BROAD RANGE OF BENCHMARKS FROM INNOVATIONS IN NURSING PRACTICE, PROFESSIONAL EDUCATION, AND PATIENT OUTCOMES TO QUALITY MEASURES AND PATIENT SATISFACTION. ONLY A SMALL PERCENTAGE OF HOSPITALS NATIONWIDE HAVE RECEIVED MAGNET CREDENTIALING TO DATE. U.S. NEWS & WORLD REPORTS USES MAGNET STATUS AS ONE FACTOR IN DETERMINING ITS ANNUAL RANKING OF HOSPITALS NATIONWIDE. HOLY SPIRIT HOSPITAL WAS RECOGNIZED AS ONE OF THE BEST REGIONAL HOSPITALS, RANKING 13TH IN PENNSYLVANIA IN 2014-2015. IN ADDITION, HOLY SPIRIT HOSPITAL WAS HONORED AS A HIGH-PERFORMER IN SOUTH CENTRAL PENNSYLVANIA IN TEN SPECIALTIES, INCLUDING CANCER, DIABETES AND ENDOCRINOLOGY, GASTROENTEROLOGY AND GI SURGERY, GERIATRICS, GYNECOLOGY, NEPHROLOGY, NEUROLOGY AND NEUROSURGERY, ORTHOPEDICS, PULMONARY, AND UROLOGY. HOLY SPIRIT HOSPITAL EARNED THE HEALTHSTREAM "EXCELLENCE THROUGH INNOVATION" AWARD FOR LEADING INNOVATION IN PATIENT EXPERIENCE. THE HOSPITAL SAFETY SCORE RATES HOW WELL HOSPITALS PROTECT PATIENTS FROM ACCIDENT, ERRORS, INJURIES, AND INFECTIONS. HOLY SPIRIT IS THE ONLY HOSPITAL IN THE HARRISBURG REGION TO CONSISTENTLY SCORE AN "A" RATING. IN NOVEMBER 2014, THE JOINT COMMISSION RECOGNIZED HOLY SPIRIT HOSPITAL AS A 2013 TOP PERFORMER ON KEY QUALITY MEASURES FOR ATTAINING AND SUSTAINING EXCELLENCE IN ACCOUNTABILITY MEASURE PERFORMANCE FOR HEART ATTACK, HEART FAILURE, PNEUMONIA, AND SURGICAL CARE. HOLY SPIRIT ISONE OF 1,224 HOSPITALS IN THE UNITED STATES TO ACHIEVE THIS DISTINCTION AND ONE OF ONLY 314 HOSPITALS TO ACHIEVE THE TOP PERFORMER DISTINCTION FOR THE PAST THREE CONSECUTIVE YEARS. HOLY SPIRIT HOSPITAL EARNED THE 2015 GET WITH THE GUIDELINES STROKE GOLD PLUS AWARD, AS WELL AS THE 2015 GET WITH THE GUIDELINES A-FIB PARTICIPATING ACHIEVEMENT AWARD FROM THE AMERICAN HEART ASSOCIATION AND THE AMERICAN STROKE ASSOCIATION. THE HOSPITAL & HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA AWARDED HOLY SPIRIT WITH THE "SAFETY ACROSS THE BOARD" EXCELLENCE AWARD FOR THE HOSPITAL'S WORK ACROSS MULTIPLE TEAMS. HOLY SPIRIT ALSO EARNED THE READMISSIONS PROJECT EXCELLENCE AWARD FOR WORK ON THE PENNSYLVANIA HOSPITAL ENGAGEMENT NETWORK (PA-HEN) READMISSIONS PROJECT. REGISTERED NURSES IN PATIENT CARE SERVICES AND CLINICAL EDUCATION PROVIDED PRESENTATIONS (PODIUM AND POSTER) IN HOUSE, AT PROFESSIONAL CONFERENCES, AND IN VARIOUS OTHER VENUES. THE PRESENTATIONS INCLUDED: - AUGUST 13, 2014: PATIENT TEACHING STRATEGIES - LEA DAILEY, RN, CCRN, MSN, ED - SEPTEMBER 16, 2014:BLDG., A HEALTHSTREAM COMPANY, NEW ORLEANS, LA. - SPIRIT SERVICE EXCELLENCE - A SUSTAINABLE CULTURE TO OPTIMIZE SERVICE AND PERFORMANCE - SISTER ROMAINE NIEMEYER, SCC, CHIEF ADMINISTRATIVE OFFICER, RICK LAVANTURE, SENIOR VICE PRESIDENT/CHIEF STRATEGIC OFFICER, LISA LEWIS, MSN, RN, NEA-BC, VICE PRESIDENT OF PATIENT CARE SERVICES/CHIEF NURSING OFFICER - SEPTEMBER 16, 2014:LEADING CHANGE AND INNOVATION TO TRANSFORM HEALTHCARE, HARRISBURG, PA. HOW TO MAKE CHANGE DESIRABLE - KATHY SHEA, BSN, RN-BC - OCTOBER 7, 2014: ANCC RESEARCH SYMPOSIUM, DALLAS, TX. - SEPSIS: A TEAM APPROACH TO CHANGING OUTCOMES - SARAH COLEMAN, RN, CCRN - OCTOBER 8, 2014 - INFECTION PREVENTION 101: "IT'S THE ONES YOU CAN'T SEE" - JOANN ADKINS, RN, BSN, CIC - OCTOBER 24, 2014: EVIDENCE BASED PRACTICE: TRANSLATING RESEARCH INTO PRACTICE, GEISINGER MEDICAL CENTER, DANVILLE, PA. THE ART AND SCIENCE OF NURSING - SARAH COLEMAN, RN, CCRN, CINDY SWARTZ, MS, RN, ACNS-BC - NOVEMBER 11, 2014 - SUCCESSION PLANNING - JOANN ANN ADKINS, RN, BSN,CIC, RHETT BENNIE, RN, BSN, MSHA, CPI CERTIFIED TRAINER, PATRICIA A. CARNES, MHA, BSN, RN, NE -BC, SUSAN SWAILS, MED, BSN, RN-BC, DEBORAH THORNBERG, BSN, RN-BC - NOVEMBER 12, 2014 - GLYCEMIC CONTROL AND HEALTH OUTCOMES IN THE DIABETIC PATIENT - MARGARITA GARDNER, BSN, RN, CCRN - NOVEMBER 13, 2014:DICKINSON WELLNESS PROGRAM, DICKINSON COLLEGE, CARLISLE, PA. LIVING WELL WITH DIABETES - KATIE FLICKINGER, BSN, RN, CCP, CDE - NOVEMBER 14, 2014:SOUTH CENTRAL MAGNET CONSORTIUM, MAGNET CHAMPION CONFERENCE, HERSHEY MEDICAL CENTER, HERSHEY, PA. SEPSIS: A TEAM APPROACH TO CHANGING OUTCOMES - SARAH COLEMAN, RN, CCRN - JANUARY 30, 2015 RESEARCH DAY - PRESENTATIONS BY HOLY SPIRIT NURSES IN PARTNERSHIP WITH MESSIAH SENIOR NURSING STUDENTS - TO QUIT OR NOT TO QUIT, THAT IS THE QUESTION: CHALLENGES FACED IN THE DEVELOPMENT AND IMPLEMENTATION OF A SMOKING CESSATION PROGRAM - DEBORAH AUDETTE, MS, RN, ACNS-BC, CCRN-CSC, KATHY THUMMA BSN, RN, NE-RC - ARE WE DOING ENOUGH? EFFECTS OF EDUCATION ON NURSING ATTITUDES TOWARDS CHRONIC PAIN - JENNIFER KANE, BSN, RN, PCCN - EVIDENCE-BASED DISTRACTION TECHNIQUES TO DECREASE CHRONIC PAIN IN PEDIATRIC PATIENTS - ALISON NATTRESS, RN - EXERCISE INTERVENTIONS TO IMPROVE OUTCOMES IN HEART FAILURE PATIENTS - PEGGY TRAHAN, RN, PCCN - CARDIAC PRESCREENING IN YOUNG ADULT ATHLETES DECREASES RISK FOR SUDDEN CARDIAC EVENT - DEB THORNBERG, BSN, RN-BC - SHHLET THEM REST - KENDRA WILSON, BSN, RN-BC - CNS IN STROKE: PARTNERSHIP IN BUILDING EXCELLENCE - CYNTHIA SWARTZ, MS, RN, ACNS-BC, MARYANN BROGDEN, ND, MSN, RN, APN-C, CCNS, SCRN - IMPLEMENTATION OF HOURLY ROUNDING TO IMPROVE CLINICAL OUTCOMES" - JENNIFER HIXENBAUGH, BSN, RN - IV ACCESS - TINA SWARTZ CRNA, STEVE TODD BS, RN, JAMES KEVIN TRACEY, JR., RN, BSN, CNOR, ALLISON M. POLINSKI, RN, BSN, CPAN - EARLY IMPLEMENTATION OF PALLIATIVE CARE TO BETTER PATIENT OUTCOMES IN CONGESTIVE HEART FAILURE PATIENTS - PATRICIA A. CARNES, MHA, BSN, RN, NE-BC - KBMA NO SCANNER LEFT BEHIND - JODY HARCLERODE, RN-BC, MS, CPHQ - TRANSITIONING BETWEEN CARE SETTINGS - JUDITH HIMES, BSN, RN, CWON - PCEA:PATIENT CONTROLLED EPIDURAL ANALGESIA FOR INTRAPARTUM PATIENTS - ENID KREINER, MSN, RNC-MNN, C-EFM - PAIN MANAGEMENT CARE MODEL - RHETT BENNIE, MSHA, BSN, RN - NURSING CERTIFICATION: LEADING THE WAY - MICHELLE DEFABIO, MS, RN, ACNS- BC - BEATING SEPSIS - IT'S A SPRINT, NOT A JOG - SARAH COLEMAN, AD, RN - THINK "INSIDE" THE BOX TAKING AN IDEA FROM INCEPTION TO IMPLEMENTATION - JOANN ADKINS, RN, BSN, CIC, EDIE ASBURY, MLS, AHIP - CONNECTING THE DOTS: HOW DO WE PUT IT ALL TOGETHER? - JOANN ADKINS, RN, BSN, CIC, EDIE ASBURY, MLS, AHIP - MARCH 12, 2015 - ADVANCE DIRECTIVES: WHO, WHAT, WHEN, WHY, AND WHERE - MAUREEN ASPER, MS, RN, ACNS-BC - MARCH 20, 2015 - 2015 ADVANCED PRACTICE REGISTERED NURSE PANEL - PAMELA HARRIS-HAMAN, MSN, CRNP, NPP-BC, MICHELLE DEFABIO, MS, RN, ACNS-BC, CCRN, ROBIN CROWLEY CRNA, MS - APRIL 30, 2015: HEALTHSTREAM SUMMIT, NASHVILLE, TN. "STANDARDS OF PERFORMANCE: BRINGING YOUR VALUES TO LIFE" - LISA LEWIS, MSN, RN, NEA- BC, AMI ZUMKHAWALA-COOK - MAY 21, 2015:CAREER DAY AT FINK ELEMENTARY SCHOOL, MIDDLETOWN, PA. "CAREERS IN NURSING" - MARTHA LEE, BSN, RNC-NIC, ENID KREINER, MSN, RNC- MNN/OBC-EFM - JUNE 16, 2015 - OUR JOURNEY TO PATIENT AND FAMILY CENTERED CARE: CREATING A PATIENT AND FAMILY ADVISORY COUNCIL - CYNTHIA SWARTZ, MS, RN, ACNS-BC, SUSAN MCQUADE, RN, CPHQ, CNOR, BSN, MHA, ANN HENDRICKSON, MS, RN,ACNS-BC NURSES ALSO PARTICIPATED IN HOLY SPIRIT COMMUNITY EDUCATION PROGRAMS AND SCREENINGS. - SEPTEMBER 11, 2014: PROJECT HOMELESS CONNECT, FARM SHOW COMPLEX, HARRISBURG, PA. 61 FREE FLU VACCINES PROVIDED BY CHERYL SOLA, COMMUNITY HEALTH AND WELLNESS, LISA LEWIS, CNO, DIANA DAVIDSON, OR, MELISSA NATIVIDAD, OR, RENA EFENDIVA, OR, AND VANESSA GARCIA, MEDICAL OUTREACH - OCTOBER 3, 2014: ST. JOSEPH SCHOOL, MECHANICSBURG, PA. "WHAT TO EXPECT IN THE OR" - LORI BAURER, OR AND NATILIE HATTING, OR - OCTOBER 3, 2014: GIRLS' NIGHT OUT, HARRISBURG, PA. CARDIOVASCULAR RISK ASSESSMENTS AND BLOOD PRESSURE SCREENINGS PROVIDED BY JUDY HIMES, WOUND CARE, PEGGY TRAHAN, 8 MAIN, AND LEONA MLYNEK, WOUND CARE - FEBRUARY 7, 2015: HEARTCARING SYMPOSIUM, HOLY SPIRIT HOSPITAL. VARIOUS SCREENINGS TO DETERMINE CARDIOVASCULAR DISEASE RISK PROVIDED BY BRYNN STRINE, CVICU, AMANDA DONNANGELO, ED, REBECCA MILLER, CVU, MEGAN REEVES, CVU, JENNIFER HIXENBAUGH, CARDIAC DIAGNOSTICS, AMBER THOMAS, ED, WENDY SHOOK, CARDIAC REHAB, BARBARA MUMMERT, CARDIAC REHAB, VIRGINIA BAZAR, INVASIVE CARDIOLOGY, AND SHERRI HEFFNER, INVASIVE CARDIOLOGY - MAY 8, 2015: GIRLS' NIGHT OUT, HARRISBURG, PA. BLOOD PRESSURE SCREENINGS AND CARDIOVASCULAR RISK ASSESSMENTS PROVIDED BY JUDY HIMES, WOUND CARE, LESLY MILLER-JACOBS, MEDICAL INFUSION, JOHN LYONS, OR, PEGGY TRAHAN, 8 MAIN, LEONA MLYNEK, WOUND CARE, JENNIFER KANE, NURSING RESOURCES, AND MICHELLE YEAGER, 6 MAIN - MAY 20, 2015:VIERA LIFE, MECHANICSBURG, PA. BODY MASS INDEX SCREENING. INDEX PROVIDED BY KATE BAKOWICZ, NURSING RESOURCES - JUNE 1, 2015:COLONIAL PARK MALL WALKING LOOP, HARRISBURG, PA. BLOOD PRESSURE SCREENINGS PROVIDED BY AMBER CUNNINGHAM, MSICU - JUNE 6, 2015:MOUNT VICTORY UNITED METHODIST CHURCH. BLOOD PRESSURE SCREENINGS PROVIDED BY MICHELLE YEAGER NURSING GRAND ROUNDS - AUGUST 13, 2014: PATIENT TE FORM 990, PART V ENTER THE NUMBER REPORTED IN BOX 3 OF FORM 1096, ANNUAL SUMMARY AND TRANSMITTAL OF U.S. INFORMATION RETURNS. HOLY SPIRIT HEALTH SYSTEM (HSHS), PARENT OF THE ORGANIZATION, PREPARED AND FILED FORM 1099 UNDER ITS EIN FOR ALL REPORTABLE PAYMENTS OF THE FILING ORGANIZATION AND ITS AFFILIATES. THE NUMBER OF 1099'S FILED BY HSHS FOR THE 2015 REPORTING PERIOD ON BEHALF OF ITSELF AND ITS AFFILIATES WAS 170. THE RESPONSE ENTERED ON LINE 1A FOR THE ORGANIZATION INCLUDES ONLY THOSE FORM 1099S FILED UNDER THE ORGANIZATION'S EIN. IT DOES NOT INCLUDE THOSE FILED BY HSHS ON ITS BEHALF. FORM 990, PART VI FORM 990, PART VI, SECTION A, LINE 1B: ENTER THE NUMBER OF VOTING MEMBERS THAT ARE INDEPENDENT. BASED ON THE FORM 990 DEFINITION OF "INDEPENDENCE" AS IT RELATES TO VOTING MEMBERS OF THE GOVERNING BODY, ONE VOTING MEMBER IS NOT INDEPENDENT DUE TO A TRANSACTION REPORTED ON SCHEDULE L, PART II AND ANOTHER VOTING MEMEBER IS NOT INDEPENDENT DUE TO TRANSACTIONS REPORTED ON SCHEDULE L, PART IV. FORM 990, PART VI, SECTION A, LINE 2: DID ANY OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE HAVE A FAMILY RELATION- SHIP OR BUSINESS RELATIONSHIP WITH ANY OTHER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE? DANIEL E. LOHR, ESQUIRE, SISTER ROMAINE NIEMEYER, SCC, RANDY B. MORRIS, MANUEL J. EVANS, KEVIN F. BRENNAN, CPA, FHFMA, AND DAVID J. FELICIO, ESQUIRE ALL HAVE A BUSINESS RELATIONSHIP WITH ONE ANOTHER BECAUSE THEY SERVE AS OFFICERS AND/OR DIRECTORS ON ONE OR MORE FOR-PROFIT AFFILIATES OF HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY. ALL OF THE AFFILIATES ARE PART OF GEISINGER. FORM 990, PAGE 6, PART VI, LINE 1A EFFECTIVE OCTOBER 1, 2014, HOLY SPIRIT HEALTH SYSTEM AND AFFILIATES (HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY, WEST SHORE ADVANCED LIFE SUPPORT SERVICES, INC., SPIRIT PHYSICIAN SERVICES, INC., HOLY SPIRIT CORPORATION, AND HOLY SPIRIT VENTURES, INC.) DELEGATED CERTAIN AUTHORITIES TO GEISINGER SYSTEM SERVICES' GEISINGER FAMILY COMMITTEE TO REVIEW AND APPROVE MATTERS RELATING TO EMPLOYEE BENEFIT PLANS, EXECUTIVE LEADERSHIP, SENIOR LEADERSHIP AND STAFF PERFORMANCE AND COMPENSATION. HOLY SPIRIT HEALTH SYSTEM AND AFFILIATES ALSO DELEGATED TO GEISINGER CLINIC'S GEISINGER FAMILY COMMITTEE THE REVIEW AND APPROVAL OF MATTERS RELATING TO PHYSICIAN COMPENSATION. GEISINGER SYSTEM SERVICES AND GEISINGER CLINIC ARE 501(C)(3) TAX-EXEMPT AFFILIATES OF GEISINGER. FORM 990, PAGE 6, PART VI, LINE 6 GEISINGER HEALTH SERVES AS THE SOLE CORPORATE MEMBER OF HOLY SPIRIT HEALTH SYSTEM AND HOLY SPIRIT HEALTH SYSTEM SERVES AS CORPORATE MEMBER FOR HOLY SPIRIT HOSPITAL OF THE SISTERS OF CHRISTIAN CHARITY, SPIRIT PHYSICIAN SERVICES, INC., WEST SHORE ADVANCED LIFE SUPPORT SERVICES, INC., HOLY SPIRIT CORPORATION AND SOLE SHAREHOLDER OF HOLY SPIRIT VENTURES INC. THE MEMBERS OF THE CORPORATION HAVE THE POWER AND AUTHORITY TO ELECT AND REMOVE THE DIRECTORS; ELECT AND REMOVE THE PRESIDENT AND FILL ANY VACANCY IN THE OFFICE OF THE PRESIDENT OF THE CORPORATION; AND, MAY APPROVE AMENDMENTS TO THE CORPORATE BYLAWS IN LIEU OF SUCH APPROVAL BY THE BOARD OF DIRECTORS. THE MEMBERS ALSO HAVE THE RESERVE POWERS AS SET FORTH IN THE PENNSYLVANIA NONPROFIT CORPORATION LAW. FORM 990, PAGE 6, PART VI, LINE 7A THE BOARD OF DIRECTORS OF THE CORPORATION SHALL SERVE AS THE GOVERNING BODY OF THE CORPORATION. THE PRESIDENT OF THE CORPORATION SHALL BE A DIRECTOR BY REASON OF HOLDING SUCH OFFICE. THE REMAINING DIRECTORS SHALL BE ELECTED BY THE MEMBERS AT THE ANNUAL MEETING OF THE MEMBERS. THE MEMBERS OF THE CORPORATION MAY SERVE AS DIRECTORS AND DIRECTORS MAY SUCCEED THEMSELVES FROM TERM TO TERM. VACANCIES ON THE BOARD OF DIRECTORS SHALL BE FILLED BY THE MEMBERS AT THEIR DISCRETION AT THE ANNUAL MEETING OF THE MEMBERS OR AT A SPECIAL MEETING CALLED FOR SUCH PURPOSE. FORM 990, PAGE 6, PART VI, LINE 9 BARBARA SUMBATIAN, MD FORM 990, PAGE 6, PART VI, LINE 11B ALL OFFICERS AND DIRECTORS WERE ELECTRONICALLY PROVIDED A FINAL COPY OF THE FORM 990 PRIOR TO FILING THE RETURN WITH THE IRS. AN EXECUTIVE SUMMARY OF THE INFORMATION REPORTED ON THE RETURN IS PROVIDED TO ASSIST IN THE REVIEW. IN ACCORDANCE WITH THE GEISINGER HEALTH BOARD OF DIRECTOR'S FINANCE COMMITTEE CHARTER, GEISINGER ORGANIZATIONS' FORM 990 FILINGS ARE REVIEWED ANNUALLY. THE FORM 990 IS PREPARED BY GEISINGER TAX AND FINANCIAL REPORTING DEPARTMENTS WITH INFORMATION PROVIDED FROM FINANCE, TAX, HUMAN RESOURCES, LEGAL SERVICES AND OTHER RELEVANT DEPARTMENTS WITHIN GEISINGER. THE CHIEF FINANCIAL OFFICER (CFO) OF GEISINGER AND THE INDIVIDUAL ORGANIZATIONS SENIOR FINANCIAL MANAGERS REVIEW THEIR RESPECTIVE FORM 990 PRIOR TO MAKING THE FINAL RETURN AVAILABLE TO THE BOARD. IN ADDITION, THE CHIEF LEGAL OFFICER AND CHIEF HUMAN RESOURCE OFFICER OF GEISINGER REVIEW THE INFORMATION DISCLOSED ON THE FORM 990 RELEVANT TO THEIR RESPECTIVE AREAS OF RESPONSIBILITY. FOR PURPOSES OF THEIR ANNUAL AUDIT OF GEISINGER CONSOLIDATED FINANCIAL STATEMENTS, INDEPENDENT AUDITORS REVIEW ALL FEDERAL TAX RETURNS FILED BY GEISINGER ORGANIZATIONS TO IDENTIFY MATERIAL ITEMS, INCLUDING IF THERE ARE ANY UNCERTAIN TAX POSITIONS THAT MAY BE REQUIRED TO BE RECOGNIZED. THE COMPANY HAD NO UNCERTAIN TAX POSITIONS REQUIRED TO BE REPORTED FOR REPORTING PERIOD. FORM 990, PAGE 6, PART VI, LINE 12C THE OFFICERS AND DIRECTORS OF THE ORGANIZATION ARE SUBJECT TO THE GEISINGER CONFLICT OF INTEREST POLICY FOR DIRECTORS, OFFICERS AND SENIOR LEADERS (MAY INCLUDE INDEPENDENT CONTRACTORS). AT LEAST ONCE EACH YEAR DIRECTORS, OFFICERS, KEY EMPLOYEES, SENIOR LEADERS (INCLUDING INDEPENDENT CONTRACTORS) AND OTHERS DESIGNATED BY THE BOARD OF DIRECTORS ARE REQUIRED TO DISCLOSE IN WRITING THE EXISTENCE OF ANY POTENTIAL FINANCIAL INTERESTS THAT MAY GIVE RISE TO A CONFLICT OF INTEREST WITH ANY AFFILIATE WITHIN GEISINGER. THE DISCLOSURES ARE REVIEWED BY THE OFFICE OF THE CHIEF LEGAL OFFICER AND REPORTED TO THE AUDIT AND COMPLIANCE COMMITTEE AND BOARD OF DIRECTORS. AFTER REVIEW OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, INPUT FROM DEPARTMENT OF LEGAL SERVICES AND ANY DISCUSSION WITH THE PERSON DESIRED BY THE BOARD OR COMMITTEE, THE BOARD DECIDES IF A CONFLICT EXISTS AND TAKES APPROPRIATE ACTION. THE INDIVIDUAL DISCLOSING THE FINANCIAL INTEREST IS ABSENT DURING THE BOARD DELIBERATIONS AND DECISIONS ON THE MATTER. FORM 990, PAGE 6, PART VI, LINE 15A THE PROCESS TO REVIEW AND APPROVE THE COMPENSATION OF GEISINGER EMPLOYED BOARD DIRECTORS, OFFICERS, AND EXECUTIVE MANAGEMENT IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR INTERMEDIATE SANCTION PURPOSES. THE PROCESS REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PARTIES, USE OF APPROPRIATE COMPARABILITY DATA AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS. ON AN ANNUAL BASIS AN INDEPENDENT, NATIONALLY RECOGNIZED COMPENSATION CONSULTANT COMPLETES A COMPARATIVE ASSESSMENT OF COMPENSATION FOR THE CEO AND SENIOR MANAGEMENT WITHIN GEISINGER. THE CONSULTANT'S REPORT IS PRESENTED TO THE GEISINGER FAMILY COMMITTEE PRIOR TO ANY COMPENSATION ADJUSTMENT. THE REPORT SUPPORTS THE RIGOROUS REVIEW COMPLETED BY THE GEISINGER FAMILY COMMITTEE TO ENSURE THAT THE PROGRAM IS RESPONSIBLE TO THE GEISINGER CHARITABLE MISSION, REFLECTS REASONABLE COMPENSATION WITHIN THE NONPROFIT MARKET AND IS COMPLIANT WITH THE IRS'S INTERMEDIATE SANCTION REQUIREMENTS. THE SURVEY DATA IN THE COMPARATIVE ANALYSIS IS CAPTURED FOR FUNCTIONALLY COMPARABLE POSITIONS IN MULTIPLE SIMILAR NONPROFIT ORGANIZATIONS AND REFLECTS TOTAL REMUNERATION PROVIDED IN THE MARKET. ALL SURVEYS ARE CONDUCTED BY THIRD PARTY ORGANIZATIONS AND NOT CONDUCTED AT THE SPECIFIC DIRECTION OF GEISINGER. ANY COMPENSATION ADJUSTMENTS ARE APPROVED BY THE GEISINGER FAMILY COMMITTEE PRIOR TO THE EFFECTIVE DATE OF THE PAYMENT. THE GEISINGER FAMILY COMMITTEE AT ITS SOLE DISCRETION MAY POSITIVELY OR NEGATIVELY ADJUST ANY RECOMMENDED COMPENSATION. FORM 990, PAGE 6, PART VI, LINE 15B SEE SCHEDULE O RESPONSE TO FORM 990, PART VI SECTION B, QUESTION 15A. FORM 990, PAGE 6, PART VI, LINE 19 THE ANNUAL REPORT FOR GEISINGER, CONTAINING COMMUNITY BENEFIT INFORMATION, CONSOLIDATED FINANCIAL INFORMATION AND OTHER INFORMATION, IS AVAILABLE ON THE GEISINGER WEBSITE. GO TO: WWW.GEISINGER.ORG/PAGES/ABOUT-GEISINGER AND SELECT ANNUAL REPORTS. FINANCIAL STATEMENTS, FORM 990, FORM 990-T, THE CONFLICTS OF INTEREST POLICY, AND OTHER GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART VIII FORM 990, PART VIII, LINE 2F: THE IC SUPPORT SERVICE REVENUE REPRESENTS REVENUE FROM INTERCOMPANY MANAGEMENT, ADMINISTRATIVE, AND CONSULTING SERVICES PROVIDED TO RELATED TAXABLE ORGANIZATIONS. THE ORGANIZATION AND RELATED TAXABLE ORGANIZATIONS ARE ALL CONTROLLED BY GEISINGER HEALTH. THE SERVICES, PROVIDED AT OR BELOW COST, ARE PERFORMED WITHOUT A PROFIT MOTIVE TO PROMOTE THE EFFICIENT OPERATION OF GEISINGER IN CARRYING OUT ITS CHARITABLE MISSION. THE SERVICES ARE NOT OFFERED TO UNRELATED ORGANIZATIONS OR TO THE GENERAL PUBLIC. UNDER IRS ADVISORY DATED MARCH 7, 2014, THESE INTERCOMPANY SHARED SERVICES ARE NOT INCLUDED IN THE DEFINITION OF UNRELATED BUSINESS INCOME AND SHOULD NOT TO BE INCLUDED ON FORM 990-T DUE TO THE ABSENCE OF THE FOLLOWING TWO CONDITIONS: (1) THE SERVICES MUST BE ABOVE COST OR AT FAIR MARKET VALUE, AND (2) THERE MUST BE A PROFIT MOTIVE. FORM 990, PART XI, LINE 9 DONATION AND ENDOWMENT ADJUSTMENT 24,857 TRANSFER TO AFFILIATE -797,520 TOTAL -772,663 FORM 990, PART XII FORM 990, PART XII, LINE 3A: AS A RESULT OF A FEDERAL AWARD, WAS THE ORGANIZATION REQUIRED TO UNDERGO AN AUDIT OR AUDITS AS SET FORTH IN THE AUDIT ACT OR OMB CIRCULAR A-133? FEDERAL AWARDS ARE AUDITED AS A PART OF THE GEISINGER'S CONSOLIDATED REPORT ON FEDERAL AWARDS IN ACCORDANCE WITH OMB CIRCULAR A-133. FOOTNOTE: THROUGHOUT FORM 990, THE TERMS "GEISINGER- AND "SYSTEM" SHALL REFER TO THE ENTIRE HEALTHCARE SYSTEM COMPRISED OF GEISINGER HEALTH AS PARENT AND ALL SUBSIDIARY CORPORATIONS COMPRISING THE SYSTEM. GEISINGER HEALTH 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231995911 PHILANTHRO PA 501C3 7 N/A true GEISINGER MEDICAL CENTER 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 240795959 HOSPITAL PA 501C3 3 GH true GEISINGER CLINIC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 236291113 PHYSICIAN PA 501C3 11A GH true GEISINGER WYOMING VALLEY MEDICAL CE 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231996150 HOSPITAL PA 501C3 3 GH true MARWORTH 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232171417 D&A REHAB PA 501C3 3 GH true GEISINGER HEALTH PLAN 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232311553 HEALTH INS PA 501C4 GH true GEISINGER SYSTEM SERVICES 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232164794 SUPPORT SV PA 501C3 11A GH true GEISINGER COMMUNITY HEALTH SERVICES 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232967235 HEALTHCARE PA 501C3 9 GSS true GEISINGER INSURANCE CORPORATION RR 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 141909894 SELF INS VT 501C3 11A GH true COMMUNITY MEDICAL CENTER 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 240862246 HOSPITAL PA 501C3 3 GH true MOUNTAIN VIEW NURSING HOME INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232568288 LONG TERM PA 501C3 9 GH true COMMUNITY MEDICAL CENTER HEALTHCARE 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232279376 SUPPORT SV PA 501C3 11A GH true GEISINGER-BLOOMSBURG HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232193572 HOSPITAL PA 501C3 3 GH true GEISINGER-BLOOMSBURG HEALTHCARE CEN 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232242854 SKILLED NU PA 501C3 9 GH true LEWISTOWN HEALTH CARE FOUNDATION 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232344363 PHILANTHRO PA 501C3 11A GH true GEISINGER-LEWISTOWN HOSPITAL 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231352187 HOSPITAL PA 501C3 3 GH true LEWISTOWN AMBULATORY CARE CORPORATI 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232344362 HOLDING CO PA 501C3 11A GH true FAMILY HEALTH ASSOCIATES OF GEISING 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 251651582 PHYSICIAN PA 501C3 11A GH true KEYSTONE HEALTH INFORMATION EXCHANG 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 464359893 RHIO PA 501C3 11A GH true HEALTH CARE CORP OF NORTHEAST PA 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232337286 SUPPORT SV PA 501C3 11A CMC true SUN HOME HEALTH SERVICES INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 231736912 HEALTHCARE PA 501C3 9 GCHS true HOLY SPIRIT HEALTH SYSTEM 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 251865142 PHILANTHRO PA 501C3 11A GH true HOLY SPIRIT CORPORATION 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232214540 HOLDING CO PA 501C2 HSHS true SPIRIT PHYSICIAN SERVICES INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 251766971 PHYSICIAN PA 501C3 9 HSHS true WEST SHORE ADVANCED LIFE SUPPORT SE 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232463002 HEALTHCARE PA 501C3 7 HSHS true ATLANTICARE BEHAVORIAL HEALTH INC 2511 FIRE ROAD EGG HARBOR TOWNSHIP NJ 08234 210721208 HEALTHCARE NJ 501C3 7 ARHS true ATLANTICARE FOUNDATION 6725 DELILAH ROAD EGG HARBOR TOWNSHIP NJ 08234 222148992 SUPPORT AR NJ 501C3 7 AH SYSTEM true ATLANTICARE HEALTH ENGAGEMENT INC 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 611608389 HEALTHCARE NJ 501C3 11A AH SYSTEM true ATLANTICARE HEALTH SERVICES INC 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 223265214 HEALTHCARE NJ 501C3 9 ARHS true ATLANTICARE HEALTH SYSTEM INC 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 223265213 SUPPORT AR NJ 501C3 11A GH true ATLANTICARE REGIONAL MEDICAL CENTER 1925 PACIFIC AVENUE ATLANTIC CITY NJ 08401 210634549 HOSPITAL NJ 501C3 3 ARHS true ATLANTICARE PHYSICIAN GROUP PA 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 020701782 HEALTHCARE NJ 501C3 9 AH SYSTEM true INFOSHARE INC 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 223337816 INFO SERVI NJ 501C3 11A AH SYSTEM true ATLANTICARE REGIONAL HEALTH SERVICE 2500 ENGLISH CREEK AVENUE EGG HARBOR TOWNSHIP NJ 08234 800834222 HOLDING CO NJ 501C3 11A AH SYSTEM true KEYSTONE ACCOUNTABLE CARE ORG LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 454475297 ACO PA N/A false false LIFESOURCE GEISINGER BLOOD CTR LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 364718005 BLOOD COLL PA N/A false false MERIDIAN GEISINGER HLTH NETWORKLLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 455484165 ORG DEL SY NJ N/A false false HEALTHSOUTH GHS LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 721398803 PHY THERAP PA N/A false false EVANGELICAL-GEISINGER HEALTH LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 460567687 HEALTHCARE PA N/A false false LEMED II 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232391766 RENTAL PA N/A false false GEISINGER-SCA HOLDINGS LLC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 461615328 HEALTHCARE DE 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NJ N/A false false GEISINGER MEDICAL MANAGEMENT CORP 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232077663 HOTEL/REST PA N/A true GEISINGER INDEMNITY INSURANCE CO 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232815174 HLTH INSUR PA N/A true GEISINGER QUALITY OPTIONS INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 204275139 HLTH INSUR PA N/A true XG HEALTH SOLUTIONS INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 461657345 CONSULTING DE N/A true GEISINGER ASSURANCE COMPANY LTD 878 WEST BAY ROAD PO BOX 1159 GRAND CAYMAN GRAND CAYMAN CJ KY1-1102 981016737 INSURANCE CJ N/A true HOLY SPIRIT VENTURES INC 100 NORTH ACADEMY AVENUE MC 49-70 DANVILLE PA 17822 232407709 MED. 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PA N/A true ATLANTICARE HEALTH PLANS INC 1001 SOUTH GRAND ST PO BOX 941 HAMMONTON NJ 08037 223265212 INACTIVE NJ N/A true ENGLISH CREEK ASSURANCE LTD 44 CHURCH STREET HM12 HAMILTON BERMUDA BERMUDA BD 980656394 FINANCIAL BD N/A true ATLANTICARE HEALTH SOLUTIONS INC 2500 ENGLISH CREEK AVENUE BLDG 500 EGG HARBOR TOWNSHIP NJ 08234 383856295 ACO/HEALTH NJ N/A true ATLANTICARE ASSURANCE ALLIANCE INC 2500 ENGLISH CREEK AVENUE BLDG 500 EGG HARBOR TOWNSHIP NJ 08234 463730123 HEALTHCARE NJ N/A true true true false false false false false false false false true true true false false true false false false GEISINGER MEDICAL CENTER P 199179 GAAP GEISINGER INDEMNITY INSURANCE COMPA P 938576 GAAP GEISINGER SYSTEM SERVICES L 94483 GAAP GEISINGER COMMUNITY HEALTH SERVICES L 50 GAAP GEISINGER HEALTH PLAN L 13937000 GAAP GEISINGER CLINIC B 245 GAAP GEISINGER CLINIC M 416484 GAAP GEISINGER SYSTEM SERVICES M 5682544 GAAP GEISINGER COMMUNITY HEALTH SERVICES M 149111 GAAP SUN HOME HEALTH SERVICES M 1742 GAAP SPIRIT PHYSICIAN SERVICES INC K 7504469 GAAP WEST SHORE ADVANCED LIFE SUPPORT K 33243 GAAP HOLY SPIRIT CORPORATION K 1153733 GAAP HOLY SPIRIT VENTURES K 562498 GAAP GEISINGER LEWISTOWN HOSPITAL P 150 GAAP SPIRIT PHYSICIAN SERVICES INC L 801160 GAAP WEST SHORE ADVANCED LIFE SUPPORT L 221002 GAAP HOLY SPIRIT VENTURES INC L 6241 GAAP HOLY SPIRIT HEALTH SYSTEM L 762896 GAAP KEYSTONE HEALTH INFO EXCHANGE M 218750 GAAP SPIRIT PHYSICIAN SERVICES INC M 230268 GAAP HOLY SPIRIT VENTURES INC M 4389 GAAP GEISINGER LEWISTOWN HOSPITAL A 69656 GAAP SPIRIT PHYSICIAN SERVICES INC A 381732 GAAP SCHEDULE R FORM 990, SCHEDULE R, PART V - TRANSACTIONS WITH RELATED ORGANIZATIONS: AS SHOWN IN THE RESPONSE TO FORM 990, SCHEDULE R, THE ORGANIZATION IS CLOSELY AFFILIATED WITH SEVERAL OTHER ORGANIZATIONS. IN THE NORMAL COURSE OF THE OPERATIONS OF THESE AFFILIATED ORGANIZATIONS THERE ARE NUMEROUS INTER ORGANIZATIONAL TRANSACTIONS, WHICH MAY INCLUDE SALES, EXCHANGES AND LEASES OF PROPERTY, EXTENSIONS OF CREDIT, FURNISHING OF GOODS, SERVICES AND FACILITIES, AND TRANSFERS OF ASSETS. THESE INTERORGANIZATION TRANSACTIONS PROMOTE THE EFFICIENT OPERATION OF THE VARIOUS ORGANIZATIONS AND THE ATTAINMENT OF THEIR TAX EXEMPT PURPOSES. THESE TYPES OF INTER ORGANIZATION TRANSACTIONS WERE DESCRIBED TO THE INTERNAL REVENUE SERVICE IN A RULING APPLICATION AND WERE RECOGNIZED BY THE NATIONAL OFFICE OF THE IRS IN A SERIES OF GHS PRIVATE RULINGS AS BEING ENTIRELY CONSISTENT WITH THE ORGANIZATIONS' TAX EXEMPT STATUS. _