THOMAS JEFFERSON UNIVERSITY: Form 990, tax year 2022

View the entire original 990 at ProPublica ↗

Organization: THOMAS JEFFERSON UNIVERSITY (EIN 23-1352651)
Tax period: 2022-07-01 to 2023-06-30
Filed: 2024-05-15
IRS object ID: 202421369349310432
Schema version: 2022v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule B
Schedule C
Schedule D
Schedule E
Schedule F
Schedule G
Schedule I
Schedule J
Schedule K
Schedule K
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-05-15T13:44:11-05:00	ReturnTs
Tax Period End	2023-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WithumSmithBrown PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1835 MARKET STREET SUITE 1710	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	191032945	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2022-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	231352651	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THOMAS JEFFERSON UNIVERSITY	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% RONALD C KELLER CPA	InCareOfNm
Business Name Control	THOM	BusinessNameControlTxt
Phone	2155038344	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 MARKET STREET SUITE 2004	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN P MORDACH	PersonNm
Person Title	EVP/CFO	PersonTitleTxt
Phone	2159554773	PhoneNum
Signature	2024-05-14	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOHN P	PersonFirstNm
Person Last	MORDACH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	000000000	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Scott J Mariani	PreparerPersonNm
PTIN	P00642486	PTIN
Phone	2155462140	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	2	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2022	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	JOSEPH G CACCHIONE MDFACC	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 MARKET ST STE 2004	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,671,137,074	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.JEFFERSON.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1824	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	20	VotingMembersGoverningBodyCnt
Voting Members Independent	18	VotingMembersIndependentCnt
Total Employee	7492	TotalEmployeeCnt
Total Volunteers	2490	TotalVolunteersCnt
Total Gross UBI	$1,825,378	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$828,204	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$71,517,174	PYContributionsGrantsAmt
CY Contributions Grants	$51,229,318	CYContributionsGrantsAmt
PY Program Service Revenue	$1,248,598,431	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,595,688,525	CYProgramServiceRevenueAmt
PY Investment Income	$19,436,848	PYInvestmentIncomeAmt
CY Investment Income	$19,777,297	CYInvestmentIncomeAmt
PY Other Revenue	$1,456,633	PYOtherRevenueAmt
CY Other Revenue	-$557,331	CYOtherRevenueAmt
PY Total Revenue	$1,341,009,086	PYTotalRevenueAmt
CY Total Revenue	$1,666,137,809	CYTotalRevenueAmt
PY Grants And Similar Paid	$34,682,276	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$35,563,875	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$733,002,141	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$877,191,863	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$913,086	CYTotalFundraisingExpenseAmt
PY Other Expenses	$562,545,285	PYOtherExpensesAmt
CY Other Expenses	$736,737,538	CYOtherExpensesAmt
PY Total Expenses	$1,330,229,702	PYTotalExpensesAmt
CY Total Expenses	$1,649,493,276	CYTotalExpensesAmt
PY Revenues Less Expenses	$10,779,384	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$16,644,533	CYRevenuesLessExpensesAmt
Total Assets BOY	$4,773,850,575	TotalAssetsBOYAmt
Total Assets EOY	$4,738,692,430	TotalAssetsEOYAmt
Total Liabilities BOY	$3,931,863,995	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$3,769,696,029	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$841,986,580	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$968,996,401	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THOMAS JEFFERSON UNIVERSITY ("TJU") IS A COMPREHENSIVE UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR THE 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, FASHION, ENGINEERING, HEALTH, MEDICINE, SCIENCE AND TEXTILES - INFUSED WITH THE LIBERAL ARTS. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,605,983,317	ExpenseAmt
Grant	$35,563,875	GrantAmt
Revenue	$1,595,688,525	RevenueAmt
Desc	EXPENSES INCURRED IN FUNCTIONING AS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY, AS WELL AS, THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. ADDITIONALLY, THIS ORGANIZATION SERVES AS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. FOR ADDITIONAL INFORMATION, PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O.	Desc
Total Program Service Expenses	$1,605,983,317	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (true)	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	Yes (true)	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	1176	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	7492	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	IT	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	20	GoverningBodyVotingMembersCnt
Independent Voting Member	18	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	RONALD C KELLER CPA	PersonNm
Phone	2155038344	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 MARKET STREET STE 2004	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	OfficerOfficerInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
STEPHEN K KLASKO MD MBA
FORMER OFFICER	0.0	0.0	Yes (X)	$8,041,736	$0	$55,658
BRUCE A MEYER MD MBA
S. EVP TJU-PRES JH(TERM 11/22)	60.0	0.0		$5,598,964	$0	$65,949	Yes (X)
PETER L DEANGELIS JR
TREAS-EVP,CFO & CAO(TERM 4/23)	60.0	0.0		$2,177,591	$0	$230,324		Yes (X)
SRINIVAS PRASAD MD MS
PROFESSOR & PHYSICIAN	55.0	0.0		$60,509	$2,118,271	$42,119			Yes (X)
JACK JALLO MD PHD
PROFESSOR & PHYSICIAN	55.0	0.0		$300,115	$1,729,178	$55,009			Yes (X)
CRISTINA G CAVALIERI ESQ
SEC - EVP, CHIEF LEGAL COUNSEL	60.0	0.0		$1,876,463	$0	$195,795		Yes (X)
ROBERT H ROSENWASSER MD
PROFESSOR & PHYSICIAN	55.0	0.0		$1,708,159	$281,827	$65,789			Yes (X)
MARK L TYKOCINSKI MD
PRESIDENT TJU (7/22-7/23)	60.0	0.0		$1,750,619	$0	$180,612	Yes (X)
JAMES S HARROP MD
PROFESSOR & PHYSICIAN	55.0	0.0		$226,806	$1,570,760	$67,283			Yes (X)
JOSHUA HELLER md
PROFESSOR & PHYSICIAN	55.0	0.0		$55,435	$1,686,101	$58,242			Yes (X)
H RICHARD HAVERSTICK JR
INT PRS TJU&CEO JH(TERM 10/22)	55.0	0.0		$1,630,595	$0	$26,620		Yes (X)
CLAYTON FITZHUGH
EVP, CHIEF HR OFFICER	55.0	0.0		$1,500,603	$0	$149,100	Yes (X)
LAURENCE M MERLIS
FORMER KEY EMPLOYEE	0.0	0.0	Yes (X)	$1,587,183	$0	$58,538
ELIZABETH DALE EDD MPA
EVP, CAO (TERM 9/22)	55.0	0.0		$1,302,287	$0	$51,308	Yes (X)
JOSEPH G CACCHIONEMDFACC
TRUSTEE-CEO OF TJU/JEFF HEALTH	60.0	0.0		$915,493	$0	$379,250		Yes (X)		Yes (X)
KATHLEEN GALLAGHER
EVP, COO TJU	55.0	0.0		$1,063,672	$0	$142,829		Yes (X)
STEPHANIE CONNERSMBABSNRN
EVP, COO JH (TERM 10/22)	55.0	0.0		$1,126,440	$0	$41,951	Yes (X)
JOHN C EKARIUS
FORMER KEY EMPLOYEE	0.0	0.0	Yes (X)	$1,050,570	$0	$48,573
MICHAEL B WALSH
SVP, FINANCE TJU & JH	55.0	0.0		$0	$817,725	$34,929	Yes (X)
STEPHEN T SMITH
EVP, CAO (EFF 9/22)	55.0	0.0		$572,012	$0	$37,161	Yes (X)
MARK M WHALEN
EVP, CSO & CAO	55.0	0.0		$328,884	$0	$10,822		Yes (X)
PATRICIA D WELLENBACH
CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0		Yes (X)		Yes (X)
LESLIE J MCNAMARA
VICE CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0		Yes (X)		Yes (X)
MICHAEL E SNEED
VICE CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0		Yes (X)		Yes (X)
ROBERT S ADELSON ESQ
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
SUSAN C ALDRIDGE PHD
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
STEPHEN P CRANE
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
ROBERT DISTANISLAO
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
MIMI DRAKE
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
ANDREW MORRISROE
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
RONALD J NAPLES
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
VIVIAN W PINN MD
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
LAWRENCE S REICHLIN
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
RICHARD T RILEY
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
CARO U ROCK
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
RAMONA ROGERS-WINDSOR
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
RICHARD C SHEERR
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
JOHN P SILVESTRI
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
MERYLE TWERSKY ESQ
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
TRISTA M WALKER
TRUSTEE	5.0	0.0		$0	$0	$0				Yes (X)
JOHN P MORDACH
TREASURER - EVP & CFO	60.0	0.0		$0	$0	$0		Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$32,874,136	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$8,203,862	TotReportableCompRltdOrgAmt
Total Other Compensation	$1,997,861	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1305	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
GE PRECISION HEALTHCARE LLC
PO BOX 96483	CHICAGO	IL	60693	MEDICAL TECHNOLOGY	$48,898,220
ENGIE INSIGHT SERVICES INC
530 FIFTH AVENUE SUITE 809	NEW YORK	NY	10036	CONSULTING	$44,511,386
EPIC SYSTEMS CORPORATION
1979 MILKY WAY	VERONA	WI	53593	SOFTWARE & MAINT.	$12,991,513
PULLMAN SST INC
PO BOX 75090	BALTIMORE	MD	212755090	CONSTRUCTION	$10,326,765
MERCURY HEALTHCARE INC
8503 SOLUTION CENTER	CHICAGO	IL	606778005	MEDICAL SERVICES	$8,274,074

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	341	CntrctRcvdGreaterThan100KCnt
Fundraising	$883,246	FundraisingAmt
Government Grants	$1,658,275	GovernmentGrantsAmt
All Other Contributions	$48,687,797	AllOtherContributionsAmt
Noncash Contributions	$549,692	NoncashContributionsAmt
Total Contributions	$51,229,318	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & EDUCATION	611310	$307,776,213	$307,776,213
ACADEMIC RESEARCH	541990	$96,258,641	$96,258,641
RENTAL INCOME FROM AFFILIATES	531190	$4,987,527	$5,278,808	-$291,281
PROGRAM SERVICE RELATED REVENUE	611310	$1,186,666,144	$1,186,666,144

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,595,688,525	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$51,834	TotalRevenueColumnAmt
Exclusion	-$51,834	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,328,208	RealAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$4,263,969	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	-$1,935,761	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$1,935,761	TotalRevenueColumnAmt
Exclusion	-$1,935,761	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$19,968,373	SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Other	$139,242	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$19,968,373	SecuritiesAmt
Other	-$139,242	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$19,829,131	TotalRevenueColumnAmt
Unrelated Business Revenue	$2,092,165	UnrelatedBusinessRevenueAmt
Exclusion	$17,736,966	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$596,054	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$883,246	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$596,054	FundraisingDirectExpensesAmt
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	PARKING	Desc
Business	812930	BusinessCd
Total Revenue Column	$1,378,430	TotalRevenueColumnAmt
Unrelated Business Revenue	$24,494	UnrelatedBusinessRevenueAmt
Exclusion	$1,353,936	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$1,378,430	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,666,137,809	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,595,979,806	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$1,825,378	UnrelatedBusinessRevenueAmt
Exclusion	$17,103,307	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$10,724,456	TotalAmt
Program Services	$10,724,456	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$22,460,629	TotalAmt
Program Services	$22,460,629	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,378,790	TotalAmt
Program Services	$2,378,790	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$21,355,344	TotalAmt
Program Services	$21,355,344	ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$711,325,293	TotalAmt
Program Services	$692,384,987	ProgramServicesAmt
Management And General	$18,241,983	ManagementAndGeneralAmt
Fundraising	$698,323	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$31,336,399	TotalAmt
Program Services	$30,604,335	ProgramServicesAmt
Management And General	$732,064	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$72,957,378	TotalAmt
Program Services	$71,346,968	ProgramServicesAmt
Management And General	$1,610,410	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$40,217,449	TotalAmt
Program Services	$39,316,398	ProgramServicesAmt
Management And General	$901,051	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$365,767	TotalAmt
Program Services	$353,222	ProgramServicesAmt
Management And General	$12,545	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$14,314,612	TotalAmt
Program Services	$13,780,102	ProgramServicesAmt
Management And General	$534,510	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$1,984,963	TotalAmt
Program Services	$1,910,812	ProgramServicesAmt
Management And General	$74,151	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$1,011,984	TotalAmt
Program Services	$1,011,984	ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$9,334,538	TotalAmt
Program Services	$9,334,538	ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$301,850,822	TotalAmt
Program Services	$291,412,233	ProgramServicesAmt
Management And General	$10,416,894	ManagementAndGeneralAmt
Fundraising	$21,695	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$36,602,805	TotalAmt
Program Services	$35,220,620	ProgramServicesAmt
Management And General	$1,382,107	ManagementAndGeneralAmt
Fundraising	$78	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$34,325,859	TotalAmt
Program Services	$33,282,759	ProgramServicesAmt
Management And General	$989,958	ManagementAndGeneralAmt
Fundraising	$53,142	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$114,961,432	TotalAmt
Program Services	$110,816,148	ProgramServicesAmt
Management And General	$4,124,338	ManagementAndGeneralAmt
Fundraising	$20,946	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$30,604,635	TotalAmt
Program Services	$29,772,436	ProgramServicesAmt
Management And General	$832,051	ManagementAndGeneralAmt
Fundraising	$148	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$10,026,483	TotalAmt
Program Services	$9,904,996	ProgramServicesAmt
Management And General	$111,420	ManagementAndGeneralAmt
Fundraising	$10,067	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$2,348,312	TotalAmt
Program Services	$2,310,217	ProgramServicesAmt
Management And General	$37,730	ManagementAndGeneralAmt
Fundraising	$365	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$18,040,831	TotalAmt
Program Services	$17,775,371	ProgramServicesAmt
Management And General	$265,460	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$30,474,280	TotalAmt
Program Services	$30,415,166	ProgramServicesAmt
Management And General	$59,114	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$1,905,288	TotalAmt
Program Services	$1,903,862	ProgramServicesAmt
Management And General	$1,426	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
REPAIRS & MAINTENANCE	$66,783,024	$66,783,024
DUES & SUBSCRIPTIONS	$18,859,829	$18,366,542	$490,533	$2,754
RESEARCH SUPPLIES	$17,202,348	$17,202,348
MEDICAL SUPPLIES	$3,132,786	$3,008,306	$124,480

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$22,606,940	TotalAmt
Program Services	$20,846,724	ProgramServicesAmt
Management And General	$1,654,648	ManagementAndGeneralAmt
Fundraising	$105,568	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,649,493,276	TotalAmt
Program Services	$1,605,983,317	ProgramServicesAmt
Management And General	$42,596,873	ManagementAndGeneralAmt
Fundraising	$913,086	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$2,878,270	BOYAmt
EOY	$253,863,539	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$110,033,874	BOYAmt
EOY	$50,961,579	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$123,689,228	BOYAmt
EOY	$116,102,563	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$28,260,011	BOYAmt
EOY	$47,975,273	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$19,535,009	BOYAmt
EOY	$19,348,239	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$842,418	BOYAmt
EOY	$529,903	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$45,293,431	BOYAmt
EOY	$105,347,113	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$1,304,128,067	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$682,564,566	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$552,320,846	BOYAmt
EOY	$621,563,501	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$1,105,570,115	BOYAmt
EOY	$882,953,267	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$5,833,304	BOYAmt
EOY	$5,757,624	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,779,594,069	BOYAmt
EOY	$2,634,289,829	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$4,773,850,575	BOYAmt
EOY	$4,738,692,430	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$256,504,733	BOYAmt
EOY	$339,272,138	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$23,654,055	BOYAmt
EOY	$23,966,198	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,609,602,684	BOYAmt
EOY	$2,577,993,741	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$585,959,597	BOYAmt
EOY	$585,909,137	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$456,142,926	BOYAmt
EOY	$242,554,815	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$3,931,863,995	BOYAmt
EOY	$3,769,696,029	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$296,002,094	BOYAmt
EOY	$391,092,025	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$545,984,486	BOYAmt
EOY	$577,904,376	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$841,986,580	BOYAmt
EOY	$968,996,401	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$4,773,850,575	BOYAmt
EOY	$4,738,692,430	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$16,644,533	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$52,615,275	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$57,750,013	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$54,536,876	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$29,389,665	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$55,688,196	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$59,017,174	CurrentTaxYearMinus1YearAmt
Current Tax Year	$51,229,318	CurrentTaxYearAmt
Total	$249,861,229	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$54,536,876	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$29,389,665	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$55,688,196	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$59,017,174	CurrentTaxYearMinus1YearAmt
Current Tax Year	$51,229,318	CurrentTaxYearAmt
Total	$249,861,229	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$28,217,111	SubstantialContributorsTotAmt
Public Support Total170	$221,644,118	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$3,817,438	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$3,002,610	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$220,028	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$3,800,595	CurrentTaxYearMinus1YearAmt
Current Tax Year	-$51,834	CurrentTaxYearAmt
Total	$10,788,837	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$8,046,184	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$6,904,723	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$6,710,829	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,127,264	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,378,430	CurrentTaxYearAmt
Total	$24,167,430	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$284,817,496	TotalSupportAmt
Gross Receipts Rltd Activities	$5,906,455,600	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.77820	PublicSupportCY170Pct
Public Support PY170	0.84790	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE A, PART II	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION RECEIVED A CONTRIBUTION IN THE AMOUNT OF $12,500,000 IN FISCAL YEAR 2022. THIS CONTRIBUTION IS BEING CLASSIFIED AS AN UNUSUAL GRANT AND IS EXCLUDED FROM BOTH THE NUMERATOR AND DENOMINATOR IN THE PUBLIC SUPPORT PERCENTAGE CALCULATION. THIS CONTRIBUTION IS UNUSUAL IN NATURE BECAUSE, ACCORDING TO FORM 990, SCHEDULE A INSTRUCTIONS AND IN ACCORDANCE WITH TREASURY REGULATIONS 1.509(A)-3(C)(4): - THE DONOR WAS ATTRACTED BECAUSE OF THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION, - THE CONTRIBUTION WAS UNUSUAL AND UNEXPECTED BECAUSE OF THE AMOUNT, AND - THE CONTRIBUTION WAS LARGE ENOUGH THAT IT WOULD SIGNIFICANTLY DECREASE THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE.	ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	false	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	false	DirectContactLegislatorsInd
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	Yes (true)	OtherActivitiesInd
Other Activities	$1,011,984	OtherActivitiesAmt
Total Lobbying Expenditures	$1,011,984	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1i	FormAndLineReferenceDesc
Explanation	DURING THE YEAR ENDED JUNE 30, 2023 THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDING ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $1,000,195 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2023. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS SENIOR VICE PRESIDENT OF GOVERNMENT/EXTERNAL AFFAIRS TO REPRESENT TIME SPENT ADDRESSING FEDERAL, STATE AND LOCAL HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $10,781 DURING THE FISCAL YEAR ENDED JUNE 30, 2023. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,008 DURING THE FISCAL YEAR ENDED JUNE 30, 2023.	ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$5,747,881	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd
Agent Trustee Etc	false	AgentTrusteeEtcInd
Incl Escrow Custodial Acct Liab	false	InclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$708,211,941	BeginningYearBalanceAmt
Contributions	$20,305,201	ContributionsAmt
Investment Earnings Or Losses	$58,808,329	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$41,339,879	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$745,985,592	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$785,871,653	BeginningYearBalanceAmt
Contributions	$38,021,872	ContributionsAmt
Investment Earnings Or Losses	-$59,255,745	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$56,425,839	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$708,211,941	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$608,011,097	BeginningYearBalanceAmt
Contributions	$53,525,446	ContributionsAmt
Investment Earnings Or Losses	$152,133,402	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$27,798,292	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$785,871,653	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$612,893,064	BeginningYearBalanceAmt
Contributions	$9,234,345	ContributionsAmt
Investment Earnings Or Losses	$12,089,709	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$26,206,021	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$608,011,097	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$594,575,264	BeginningYearBalanceAmt
Contributions	$13,757,420	ContributionsAmt
Investment Earnings Or Losses	$30,784,522	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$26,224,142	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$612,893,064	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.46810	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.53190	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$40,390,609	OtherCostOrOtherBasisAmt
Book Value	$40,390,609	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$682,232,940	OtherCostOrOtherBasisAmt
Depreciation	$426,610,936	DepreciationAmt
Book Value	$255,622,004	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$57,830,532	OtherCostOrOtherBasisAmt
Depreciation	$14,173,191	DepreciationAmt
Book Value	$43,657,341	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$426,815,512	OtherCostOrOtherBasisAmt
Depreciation	$235,961,710	DepreciationAmt
Book Value	$190,853,802	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$96,858,474	OtherCostOrOtherBasisAmt
Depreciation	$5,818,729	DepreciationAmt
Book Value	$91,039,745	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$621,563,501	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
ASSETS WHOSE USE IS LIMITED	$13,067,454	F
SHORT-TERM INVESTMENTS	$133,615,982	F
LONG-TERM INVESTMENTS	$736,269,831	F

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$882,953,267	TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDesc	Book ValueBookValueAmt
DUE FROM AFFILIATES	$2,546,317,182
RIGHT OF USE ASSETS	$75,056,262
OTHER RECEIVABLES	$4,503,499
OTHER ASSETS	$8,412,886

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$2,634,289,829	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDesc	AmtAmt
GRANT & CONTRACT ADVANCES	$32,749,737
FEDERAL STUDENT LOAN ADVANCES	$4,219,519
ACCRUED PENSION LIABILITY	$76,553,262
ACCRUED WORKERS COMPENSATION CLAIMS	$12,505,921
INTEREST RATE SWAP CONTRACTS	$11,987,432
RIGHT OF USE LIABILITY	$101,985,339
OTHER LIABILITIES	$2,553,605

Field	Value	IRS element (for citing)
Total Liability	$242,554,815	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PART III; QUESTION 4

THE ORGANIZATION MAINTAINS A COLLECTION OF PORTRAITS AND MEDICAL/SURGICAL HISTORICAL OBJECTS THAT ARE USED TO DEMONSTRATE ITS ACHIEVEMENTS AND CONTRIBUTIONS IN THE STUDY OF MEDICINE. THE ORGANIZATION CAPITALIZES WORKS OF ART, HISTORICAL TREASURERS OR SIMILAR ASSETS AND RECORDS THEM AT FAIR MARKET VALUE AT THE DATE OF THE CONTRIBUTION.

SCHEDULE D, PART V; QUESTION 4

ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS SUPPORT PROFESSORSHIPS, SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS, SUPPORT THE ACQUISITION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES, AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2023 AND JUNE 30, 2022; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJU'S ENDOWMENTS CONSIST OF 1,318 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE UNIVERSITY REPORTS ALL ENDOWMENT INVESTMENTS AT FAIR VALUE. CASH EQUIVALENTS IN ENDOWMENTS ARE TREATED AS INVESTMENTS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE ARE CLASSIFIED AS A REDUCTION OF DONOR-RESTRICTED NET ASSETS AND WERE $3.7 MILLION AND $5.4 MILLION AS OF JUNE 30, 2023, AND 2022, RESPECTIVELY. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW PERMANENTLY RESTRICTED CONTRIBUTIONS AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). RATHER, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJU'S ENDOWMENT FUNDS. THE PENNSYLVANIA ACT ALLOWS A NONPROFIT TO ELECT TO APPROPRIATE FOR EXPENDITURE AN INVESTMENT POLICY THAT SEEKS THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE INVESTMENTS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT, THE OBJECTIVES OF TJU'S INVESTMENT POLICY IS TO PROVIDE A LEVEL OF SPENDABLE INCOME WHICH IS SUFFICIENT TO MEET THE CURRENT AND FUTURE BUDGETARY REQUIREMENTS OF TJU AND WHICH IS CONSISTENT WITH THE GOAL OF PROTECTING THE PURCHASING POWER OF THE INVESTMENTS. AS A RESULT OF THE NEGATIVE FINANCIAL IMPACT TO NONPROFIT ORGANIZATIONS FROM COVID-19, THE PENNSYLVANIA ACT WAS AMENDED TO PERMIT NONPROFIT ORGANIZATIONS TO INCREASE THE CALCULATION OF SPENDABLE INCOME FROM ENDOWMENT FUNDS FROM A MAXIMUM OF 7% UP TO 10% OF THE CALCULATED THREE YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE FOR FISCAL YEARS ENDING WITHIN 2020, 2021 AND 2022. FOR 2023 AND 2022, TJU'S CALCULATION OF SPENDABLE INCOME FOR ENDOWMENT FUNDS WAS BASED ON 7% AND 10% OF A CALCULATED THREE YEAR AVERAGE, RESPECTIVELY.

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I; QUESTION 3

THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. THE ORGANIZATION'S UNIVERSITY HANDBOOK CONTAINS AN EQUAL OPPORTUNITY STATEMENT. THIS EQUAL OPPORTUNITY STATEMENT IS PUBLICLY ACCESSIBLE ON THE UNIVERSITY'S WEBSITE AT THE FOLLOWING ADDRESS: https://www.jefferson.edu/life-at-jefferson/handbooks/equal-opportunity-st atement.html

SCHEDULE E, PART I; QUESTION 6

THIS ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). AS A RESULT OF THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ("CARES") ACT SIGNED INTO LAW ON MARCH 27, 2020, THIS ORGANIZATION RECEIVED $658,275 IN GOVERNMENT SUPPORT DURING FY23 PRIMARILY TO REIMBURSE FOR COVID-19 RELATED EXPENSES AND LOST OPERATING INCOME. THIS CARES ACT FINANCIAL SUPPORT IS INCLUDED WITHIN CORE FORM, PART VIII, LINE 1E. IN ADDITION, DURING THE FISCAL YEAR ENDED JUNE 30, 2023, THE ORGANIZATION RECEIVED FINANCIAL ASSISTANCE FUNDING FROM THE STATE OF DELAWARE. THIS FINANCIAL SUPPORT IS INCLUDED WITHIN CORE FORM, PART VIII, LINE 1E.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Investments	$73,579,518
East Asia and the Pacific	Investments	$218,078,691
Europe (Including Iceland and Greenland)	Investments	$334,708,647
Middle East and North Africa	Investments	$5,256,124
North America	Investments	$48,548,714
Russia and the Newly Independent States	Investments	$185,000
South America	Investments	$23,900,000
South Asia	Investments	$13,000,000
Sub-Saharan Africa	Investments	$7,042,000
North America	Grantmaking	$2,378,790

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$726,677,484	SubtotalSpentAmt
Total Spent	$726,677,484	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (11 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
North America	SPONSORED	$43,387	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	$79,160	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	$6,302	CHECK
Middle East and North Africa	SPONSORED	$23,937	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	$18,657	CHECK
South Asia	SPONSORED	$1,595,705	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	$36,470	CHECK
North America	SPONSORED	$37,550	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	$500,031	CHECK
Europe (Including Iceland and Greenland)	SPONSORED	$20,898	CHECK
South Asia	SPONSORED	$16,692	CHECK

Field	Value	IRS element (for citing)
Total501c3 Org	11	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I	DURING THE FISCAL YEAR ENDED JUNE 30, 2023, THIS ORGANIZATION REMITTED $26,863,030 TO CASSATT INSURANCE COMPANY, LTD., A FINANCIAL VEHICLE, FOR THE BENEFIT OF THE FOLLOWING RELATED ORGANIZATIONS: JEFFERSON HEALTH - NORTHEAST - $13,434,806; ARIA HEALTH PHYSICIAN SERVICES - $6,758,007; ABINGTON MEMORIAL HOSPITAL - $5,842,291; AND LANSDALE HOSPITAL CORPORATION - $827,926. THIS ORGANIZATION ALLOCATES THESE PAYMENTS TO EACH AFFILIATE VIA AN INTERCOMPANY ACCOUNT.
SCHEDULE F, PART I; LINE 2	THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.
SCHEDULE F, PART IV; QUESTION 5	THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2023.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GALA	Event1Nm
Gross Receipts Event1	$1,479,300	GrossReceiptsEvent1Amt
Charitable Contri Event1	$883,246	CharitableContriEvent1Amt
Gross Revenue Event1	$596,054	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$58,570	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$219,740	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$317,744	OtherDirectExpensesEvent1Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$1,479,300	GrossReceiptsTotalAmt
Charitable Contributions Tot	$883,246	CharitableContributionsTotAmt
Gross Revenue Total Events	$596,054	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$58,570	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$219,740	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$317,744	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$596,054	DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (82 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Purpose Of GrantPurposeOfGrantTxt
ALBANY MEDICAL COLLEGE
47 NEW SCOTLAND AVENUE	ALBANY	NY	12208	141641730	501(C)(3)	$104,549	PROGRAM SUPPORT
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVE	BRONX	NY	10461	830621846	501(C)(3)	$266,583	PROGRAM SUPPORT
ALBERT EINSTEIN HEALTHCARE NETWORK
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232290323	501(C)(3)	$42,097	PROGRAM SUPPORT
ARCADIA UNIVERSITY
450 SOUTH EASTON ROAD	GLENSIDE	PA	19038	231352620	501(C)(3)	$10,633	PROGRAM SUPPORT
AUGUSTA UNIVERSITY
1120 15TH STREET	AUGUSTA	GA	30912	581418202	501(C)(3)	$252,841	PROGRAM SUPPORT
BARUCH S BLUMBERG INSTITUTE
3805 OLD EASTON ROAD	DOYLESTOWN	PA	18902	061671347	501(C)(3)	$27,878	PROGRAM SUPPORT
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUE	BOSTON	MA	02215	042103881	501(C)(3)	$58,581	PROGRAM SUPPORT
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN
PO Box 780004	MILWAUKEE	WI	532788004	396006492	501(C)(3)	$30,147	PROGRAM SUPPORT
CANCER SUPPORT COMMUNITY
4100 Chamounix Drive	Philadelphia	PA	19131	232657403	501(C)(3)	$13,199	PROGRAM SUPPORT
CAPITAL HEALTH SYSTEM INC
PO BOX 8500-1567	Philadelphia	PA	19178	223548695	501(C)(3)	$7,120	PROGRAM SUPPORT
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE	CLEVELAND	OH	44106	341018992	501(C)(3)	$18,822	PROGRAM SUPPORT
CENTER FOR COMMUNITY RESOURCES INC
212-214 SOUTH MAIN STREET	BUTLER	PA	16001	020585594	501(C)(3)	$117,072	PROGRAM SUPPORT
CHAPMAN UNIVERSITY
9401 JERONIMO ROAD	IRVINE	CA	92618	951643992	501(C)(3)	$20,828	PROGRAM SUPPORT
CHILDREN'S HOSPITAL OF PHILADELPHIA
3401 CIVIC CTR BLVD	PHILADELPHIA	PA	19104	231352166	501(C)(3)	$321,652	PROGRAM SUPPORT
CHRISTIANA CARE HEALTH SERVICES INC
4701 OGLETOWN STANTON RD	NEWARK	DE	19713	510103684	501(C)(3)	$44,077	PROGRAM SUPPORT
COALITION OF INCLUSIVE MEDICINE
5050 S VIRGIL AVE	LOS ANGELES	CA	90020	813268205		$91,389	PROGRAM SUPPORT
COLORADO STATE UNIVERSITY
1019 CAMPUS DELIVERY	FORT COLLINS	CO	80523	846000545	GOV'T ORG	$14,487	PROGRAM SUPPORT
DREXEL UNIVERSITY
3141 CHESTNUT ST	PHILADELPHIA	PA	19102	231352630	501(C)(3)	$620,880	PROGRAM SUPPORT
EIGEN HEALTH SERVICES LLC
13366 GRASS VALLEY AVE	GRASS VALLEY	CA	95945	000000000		$92,652	PROGRAM SUPPORT
EMORY UNIVERSITY
1814 CLAIRMONT ROAD	DECATUR	GA	30033	580566256	501(C)(3)	$105,969	PROGRAM SUPPORT
ESPERANZA HEALTH CENTER INC
4417 N 6TH STREET	PHILADELPHIA	PA	19140	232480701	501(C)(3)	$33,640	PROGRAM SUPPORT
EXXELL BIO
5264 OXFORD STREET N	SHOREVIEW	MN	55126	000000000		$15,912	PROGRAM SUPPORT
FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY
4 CORNERSTONE DRIVE	LANGHORNE	PA	19047	231427224	501(C)(3)	$62,678	PROGRAM SUPPORT
FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROAD	BOCA RATON	FL	33431	650385507	501(C)(3)	$158,280	PROGRAM SUPPORT
FOX CHASE CANCER CENTER - ICR
333 COTTMAN AVENUE	PHILADELPHIA	PA	19111	236296135	501(C)(3)	$455,435	PROGRAM SUPPORT
GE GLOBAL RESEARCH
1 RESEARCH CIRCLE	NISKAYUNA	NY	12309	140689340		$173,670	PROGRAM SUPPORT
GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACE	ASHBURN	VA	20147	530196584	501(C)(3)	$206,406	PROGRAM SUPPORT
HARVEY MUDD COLLEGE
301 PLATT BLVD	CLAREMONT	CA	91711	951911219	501(C)(3)	$24,735	PROGRAM SUPPORT
ICAHN SCHOOL OF MEDICINE
ONE GUSTAVE L LEVY PLACE	NEW YORK	NY	10029	136171197	501(C)(3)	$99,020	PROGRAM SUPPORT
JOHNS HOPKINS UNIVERSITY
525 N WOLFE ST RM 333	BALTIMORE	MD	21205	520595110	501(C)(3)	$22,416	PROGRAM SUPPORT
LAND HEALTH INSTITUTE
4112 HAIN DRIVE	LAFAYETTE HILL	PA	19444	462655132	501(C)(3)	$11,690	PROGRAM SUPPORT
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVENUE	CHICAGO	IL	60611	361408475	501(C)(3)	$39,792	PROGRAM SUPPORT
MAIN LINE HEALTH
3803 W CHESTER PIKE	NEWTOWN SQ	PA	19073	232814503	501(C)(3)	$75,000	PROGRAM SUPPORT
MATERNITY CARE COALITION
3401 I STREET	PHILADELPHIA	PA	19134	232200410	501(C)(3)	$122,140	PROGRAM SUPPORT
MEDICAL COLLEGE OF WISCONSIN
8701 WATERTOWN PLAN RD	MILWAUKEE	WI	53226	390806261	501(C)(3)	$114,053	PROGRAM SUPPORT
NATIONAL OPINION RESEARCH CENTER
55 EAST MONROE STREET	CHICAGO	IL	06063	362167808	501(C)(3)	$68,464	PROGRAM SUPPORT
NEMOURS
10140 CENTURION PKWY N	JACKSONVILLE	FL	32256	590634433	501(C)(3)	$98,259	PROGRAM SUPPORT
NEW YORK UNIVERSITY
433 FIRST AVE 6TH FLOOR	NEW YORK	NY	10010	135562308	501(C)(3)	$67,611	PROGRAM SUPPORT
NORTHEAST OHIO MEDICAL UNIVERSITY
4209 ST RT44	ROOTSTOWN	OH	44272	341131512		$86,042	PROGRAM SUPPORT
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK ROAD	PORTLAND	OR	97239	931176109	501(C)(3)	$31,673	PROGRAM SUPPORT
PENNSYLVANIA STATE UNIVERSITY
500 UNIVERSITY DRIVE	HERSHEY	PA	170330850	246000376	GOV'T ORG	$101,663	PROGRAM SUPPORT
PROJECT HOME INC
1415 FAIRMOUNT AVE	PHILADELPHIA	PA	19130	391279307	501(C)(3)	$19,045	PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF CALIFORNIA
120 THEORY SUITE 200	IRVINE	CA	926971050	943067788	501(C)(3)	$9,930	PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF MICHIGAN
BOX 223131	PITTSBURGH	PA	152512131	386006309	501(C)(3)	$15,494	PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF minnesota
NW5960 PO BOX 1450	MINNEAPOLIS	MN	55485	510190183	501(C)(3)	$26,401	PROGRAM SUPPORT
RESEARCH FOUNDATION SUNY
PO BOX 9 SUNY	ALBANY	NY	12201	112558775	501(C)(3)	$285,315	PROGRAM SUPPORT
RESEARCH FOUNDATION CUNY
230 WEST 41ST STREET	NEW YORK	NY	12201	131988190	501(C)(3)	$100,031	PROGRAM SUPPORT
RESEARCH TRIANGLE INSTITUTE
PO BOX 900002	RALEIGH	NC	276759000	560686338	501(C)(3)	$22,500	PROGRAM SUPPORT
RESOURCES FOR HUMAN DEVELOPMENT
140 NEYHART ROAD	STROUDSBURG	PA	18360	231727133	501(C)(3)	$83,402	PROGRAM SUPPORT
RUTGERS UNIVERSITY
59 BIEL ROAD	NEW BRUNSWICK	NJ	08901	462354111	GOV'T ORG	$177,837	PROGRAM SUPPORT
SAINT AGNES HOSPITAL
900 CATON AVENUE	BALTIMORE	MD	21229	520591657	501(C)(3)	$16,700	PROGRAM SUPPORT
SEATTLE INSTITUTE FOR BIOMEDICAL AND CLINICAL RESE
1325 4TH AVE W STE 1310	SEATTLE	WA	98101	911452438	501(C)(3)	$105,880	PROGRAM SUPPORT
ST LUKES UNIVERSITY HEALTH NETWORK
801 OSTRUM STREET	BETHLEHEM	PA	18015	232384282	501(C)(3)	$14,488	PROGRAM SUPPORT
SYRACUSE UNIVERSITY
640 SKYTOP ROAD	SYRACUSE	NY	13244	150532081	501(C)(3)	$7,791	PROGRAM SUPPORT
TEMPLE UNIVERSITY
PO BOX 827997	PHILADELPHIA	PA	19182	231365971	501(C)(3)	$153,620	PROGRAM SUPPORT
THE GENEVA FOUNDATION
PO BOX 84212	SEATTLE	WA	981245512	911593913	501(C)(3)	$583,113	PROGRAM SUPPORT
THE LELAND STANFORD JUNIOR UNIVERSITY
PO BOX 44253	SAN FRANCISCO	CA	941444253	941156365	501(C)(3)	$125,271	PROGRAM SUPPORT
THE SCRIPPS RESEARCH INSTITUTE
10550 N Torrey Pines Rd	La Jolla	CA	92037	330435954	501(C)(3)	$313,033	PROGRAM SUPPORT
THE UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVE	AUSTIN	TX	78712	746000203	GOV'T ORG	$59,246	PROGRAM SUPPORT
TRUSTEES OF THE UNIV OF PA
3400 SPRUCE STREET	PHILADELPHIA	PA	19104	232346635	501(C)(3)	$600,877	PROGRAM SUPPORT
TUFTS UNIVERSITY
185 HARRISON AVE	BOSTON	MA	02111	042103634	501(C)(3)	$383,091	PROGRAM SUPPORT
TULANE UNIVERSITY
1555 POYDRAS ST	NEW ORLEANS	LA	70112	720423889	501(C)(3)	$10,125	PROGRAM SUPPORT
UNIVERSITY OF FLORIDA
42 SOUTH 15TH STREET	PHILADELPHIA	PA	19107	596002052	GOV'T ORG	$296,766	PROGRAM SUPPORT
UNIVERSITY OF MARYLAND
Chesapeake BLDG Rm 4101	COLLEGE PARK	MD	20742	526002033	GOV'T ORG	$60,226	PROGRAM SUPPORT
UNIVERSITY OF NORTH CAROLINA
335 S COLUMBIA ST	CHAPEL HILL	NC	27599	566001393	GOV'T ORG	$73,236	PROGRAM SUPPORT
UNIVERSITY OF PENNSYLVANIA
3930 CHESTNUT ST	PHILADELPHIA	PA	19104	231352685	501(C)(3)	$45,451	PROGRAM SUPPORT
UNIVERSITY OF PITTSBURGH
PO BOX 371220	PITTSBURGH	PA	15251	250965591	501(C)(3)	$72,705	PROGRAM SUPPORT
UNIVERSITY OF ROCHESTER
1325 MT HOPE AVE	ROCHESTER	NY	14620	160743209	501(C)(3)	$30,472	PROGRAM SUPPORT
UNIVERSITY OF SOUTH ALABAMA
307 N UNIVERSITY BLVD	MOBILE	AL	36688	630477348	501(C)(3)	$112,528	PROGRAM SUPPORT
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 SOUTH FIGUEROA	LOS ANGELES	CA	90089	951642394	501(C)(3)	$244,038	PROGRAM SUPPORT
UNIVERSITY OF TEXAS AT DALLAS
PO BOX 4266	HOUSTON	TX	772104266	760781859	GOV'T ORG	$567,931	PROGRAM SUPPORT
UNIVERSITY OF TEXAS MD ANDERSON CANCER CTR
6565 MD ANDERSON BLVD	HOUSTON	TX	77210	174600111		$23,513	PROGRAM SUPPORT
UNIVERSITY OF TEXAS MEDICAL BRANCH AT GALVESTON
301 UNIVERSITY BLVD	GALVESTON	TX	77555	746057279		$33,569	PROGRAM SUPPORT
UNIVERSITY OF WASHINGTON
PO BOX 9468	SEATTLE	WA	98195	916001537	GOV'T ORG	$186,302	PROGRAM SUPPORT
UNIVERSITY OF WISCONSIN SYSTEM
PO BOX 78770	MILWAUKEE	WI	532780770	391805963	501(C)(3)	$9,715	PROGRAM SUPPORT
VANDERBILT UNIVERSITY
1161 21ST AVE SOUTH	NASHVILLE	TN	37232	620476822	501(C)(3)	$68,611	PROGRAM SUPPORT
WASHINGTON STATE UNIVERSITY
PO BOX 641025	PULLMAN	WA	99164	916001108	GOV'T ORG	$34,687	PROGRAM SUPPORT
WASHINGTON UNIVERSITY
700 ROSEDALE AVE CB1034	ST LOUIS	MO	63112	901067283	501(C)(3)	$27,946	PROGRAM SUPPORT
WILLS EYE HOSPITAL
840 WALNUT STREET	PHILADELPHIA	PA	19107	236000204	501(C)(3)	$5,432	PROGRAM SUPPORT
WISTAR INSTITUTE OF ANATOMY & BIOLOGY
3501 SPRUCE STREET	PHILADELPHIA	PA	19104	236434390	501(C)(3)	$264,833	PROGRAM SUPPORT
YALE UNIVERSITY
77 PROSPECT STREET	NEW HAVEN	CT	06511	060646973	501(C)(3)	$29,123	PROGRAM SUPPORT
PHILADELPHIA UNIVERSITY
1101 MARKET STREET	PHILADELPHIA	PA	19107	231352294	501(C)(3)	$10,000	PROGRAM SUPPORT

Field	Value	IRS element (for citing)
Total501c3 Org	75	Total501c3OrgCnt
Total Other Org	7	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

Field	Value	IRS element (for citing)
Grant Type	SCHOLARSHIPS	GrantTypeTxt
Recipient	1641	RecipientCnt
Cash Grant	$22,460,629	CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I, LINE 2	FormAndLineReferenceDesc
Explanation	GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS.	ExplanationTxt

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Discretionary Spending Acct	Yes (X)	DiscretionarySpendingAcctInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	Yes (true)	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN K KLASKO MD MBA
FORMER OFFICER	$1,067,741	$0	$841,333	$0	$6,132,662	$0	$39,650	$0	$16,008	$0	$8,097,394	$0	$0	$0
BRUCE A MEYER MD MBA
S. EVP TJU-PRES JH(TERM 11/22)	$1,522,114	$0	$519,569	$0	$3,557,281	$0	$39,650	$0	$26,299	$0	$5,664,913	$0	$2,731,522	$0
PETER L DEANGELIS JR
TREAS-EVP,CFO & CAO(TERM 4/23)	$1,209,288	$0	$516,002	$0	$452,301	$0	$211,295	$0	$19,029	$0	$2,407,915	$0	$223,950	$0
SRINIVAS PRASAD MD MS
PROFESSOR & PHYSICIAN	$57,791	$677,918	$0	$1,440,353	$2,718	$0	$2,889	$29,720	$9,510	$0	$72,908	$2,147,991	$0	$0
JACK JALLO MD PHD
PROFESSOR & PHYSICIAN	$256,685	$550,763	$0	$1,178,415	$43,430	$0	$0	$26,203	$28,806	$0	$328,921	$1,755,381	$0	$0
ROBERT H ROSENWASSER MD
PROFESSOR & PHYSICIAN	$1,323,080	$281,827	$166,500	$0	$218,579	$0	$32,885	$13,875	$19,029	$0	$1,760,073	$295,702	$0	$0
CRISTINA G CAVALIERI ESQ
SEC - EVP, CHIEF LEGAL COUNSEL	$1,006,380	$0	$299,671	$0	$570,412	$0	$177,150	$0	$18,645	$0	$2,072,258	$0	$140,850	$0
JAMES S HARROP MD
PROFESSOR & PHYSICIAN	$223,060	$586,252	$0	$984,508	$3,746	$0	$14,536	$26,451	$26,296	$0	$267,638	$1,597,211	$0	$0
MARK L TYKOCINSKI MD
PRESIDENT TJU (7/22-7/23)	$744,246	$0	$481,628	$0	$524,745	$0	$158,863	$0	$21,749	$0	$1,931,231	$0	$106,814	$0
JOSHUA HELLER md
PROFESSOR & PHYSICIAN	$51,436	$681,939	$0	$1,004,162	$3,999	$0	$29,243	$0	$28,999	$0	$113,677	$1,686,101	$0	$0
H RICHARD HAVERSTICK JR
INT PRS TJU&CEO JH(TERM 10/22)	$1,452,447	$0	$159,792	$0	$18,356	$0	$20,773	$0	$5,847	$0	$1,657,215	$0	$0	$0
LAURENCE M MERLIS
FORMER KEY EMPLOYEE	$149,720	$0	$454,742	$0	$982,721	$0	$39,650	$0	$18,888	$0	$1,645,721	$0	$0	$0
CLAYTON FITZHUGH
EVP, CHIEF HR OFFICER	$759,198	$0	$220,019	$0	$521,386	$0	$139,338	$0	$9,762	$0	$1,649,703	$0	$194,473	$0
ELIZABETH DALE EDD MPA
EVP, CAO (TERM 9/22)	$621,100	$0	$170,964	$0	$510,223	$0	$39,650	$0	$11,658	$0	$1,353,595	$0	$101,850	$0
STEPHANIE CONNERSMBABSNRN
EVP, COO JH (TERM 10/22)	$731,133	$0	$179,217	$0	$216,090	$0	$39,650	$0	$2,301	$0	$1,168,391	$0	$170,848	$0
KATHLEEN GALLAGHER
EVP, COO TJU	$619,423	$0	$156,409	$0	$287,840	$0	$123,800	$0	$19,029	$0	$1,206,501	$0	$89,046	$0
JOHN C EKARIUS
FORMER KEY EMPLOYEE	$288,749	$0	$115,703	$0	$646,118	$0	$39,650	$0	$8,923	$0	$1,099,143	$0	$90,938	$0
JOSEPH G CACCHIONEMDFACC
TRUSTEE-CEO OF TJU/JEFF HEALTH	$647,472	$0	$250,000	$0	$18,021	$0	$369,600	$0	$9,650	$0	$1,294,743	$0	$0	$0
MICHAEL B WALSH
SVP, FINANCE TJU & JH	$0	$574,275	$0	$202,937	$0	$40,513	$0	$16,902	$0	$18,027	$0	$852,654	$0	$0
STEPHEN T SMITH
EVP, CAO (EFF 9/22)	$438,477	$0	$93,006	$0	$40,529	$0	$11,000	$0	$26,161	$0	$609,173	$0	$0	$0
MARK M WHALEN
EVP, CSO & CAO	$128,468	$0	$200,000	$0	$416	$0	$7,700	$0	$3,122	$0	$339,706	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CORE FORM, PART VII AND SCHEDULE J	TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2022 FORMS W-2.
SCHEDULE J, PART I; QUESTION 1	CERTAIN OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 2022 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES FOR THESE INDIVIDUALS, AS THESE EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME. THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENEFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: STEPHEN K. KLASKO, M.D., MBA; BRUCE A. MEYER, M.D., MBA; PETER L. DEANGELIS, JR.; CRISTINA G. CAVALIERI, ESQ.; MARK L. TYKOCINSKI, M.D.; LAURENCE M. MERLIS; CLAYTON FITZHUGH; ELIZABETH DALE, ED.D., MPA; STEPHANIE CONNERS, MBA, BSN; KATHLEEN GALLAGHER AND JOHN C. EKARIUS. MICHAEL B. WALSH PARTICIPATES IN A FLEXIBLE BENEFIT PROGRAM ("EXECUFLEX BENEFIT PROGRAM") ADMINISTERED BY A RELATED 501(C)(3) TAX-EXEMPT AFFILIATE. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NONQUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED ON EMPLOYEES' FORMS W-2 AS TAXABLE INCOME FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE, AND THE NONQUALIFIED DEFERRED COMPENSATION AMOUNTS ARE DISCLOSED ON FORM 990 IN THE YEAR OF DEFERRAL AND AGAIN IN THE YEAR IN WHICH THE SUBSTANTIAL RISK OF FORFEITURE LAPSES AND THE AMOUNTS ARE TREATED AS TAXABLE INCOME.
SCHEDULE J, PART I; QUESTION 4A	THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2022 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $930,769; BRUCE A. MEYER, M.D., MBA, $260,817; LAURENCE M. MERLIS, $725,769; ELIZABETH DALE, ED.D., MPA, $214,846 AND JOHN C. EKARIUS, $466,947.
SCHEDULE J, PART I; QUESTION 4B	THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: PETER L. DEANGELIS, JR., $122,504; ROBERT H. ROSENWASSER, M.D., $181,420; CRISTINA G. CAVALIERI, ESQ., $261,780; MARK L. TYKOCINSKI, M.D., $234,161; CLAYTON FITZHUGH, $272,925 AND KATHLEEN GALLAGHER, $78,334. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $5,141,951; BRUCE A. MEYER, M.D., MBA, $2,992,299; LAURENCE M. MERLIS, $25,186; ELIZABETH DALE, ED.D., MPA, $90,887 AND JOHN C. EKARIUS, $23,911. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN A LONG-TERM INCENTIVE PLAN, AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BRUCE A. MEYER, M.D., MBA, $238,219; PETER L. DEANGELIS, JR., $254,100; CRISTINA G. CAVALIERI, ESQ., $231,000; MARK L. TYKOCINSKI, M.D., $200,277; CLAYTON FITZHUGH, $167,475; ELIZABETH DALE, ED.D, MPA, $147,000; STEPHANIE CONNERS, MBA, BSN, $171,150; KATHLEEN GALLAGHER, $128,520 AND JOHN C. EKARIUS, $123,958. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN His 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: PETER L. DEANGELIS, JR., $20,395. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A LONG-TERM INCENTIVE PLAN, WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: PETER L. DEANGELIS, JR., $151,250; CRISTINA G. CAVALIERI, ESQ., $137,500; MARK L. TYKOCINSKI, M.D., $119,213; CLAYTON FITZHUGH, $99,688; KATHLEEN GALLAGHER, $84,150; JOSEPH G. CACCHIONE, M.D., $369,600; STEPHEN T. SMITH, $11,000 AND MARK WHALEN, $7,700.
SCHEDULE J, PART I; QUESTION 7	CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2022 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2022 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN F	THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
A	232243852	70917SNP4	2015-02-26	$550,268,991	CONSTRUCTION & REFUNDING PREV BOND	false	false	false
PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT
B	232237287	71781XCR2	2017-02-08	$380,043,540	REFINANCE PRIOR BONDS & CAP PROJ.	false	false	false
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
C	232328939	613603ZK8	2018-05-03	$539,430,006	REFINANCE PRIOR BONDS & CAP PROJ.	false	false	false
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
D	232247147	613603B57	2019-06-27	$497,019,314	REFINANCE PRIOR BONDS & CAP PROJ.	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$10,545,000	$0	$550,268,991	$0	$0	$0	$4,608,598	$0	$0	$150,005,393	$395,655,000	$0	2016	Yes (true)	false	Yes (true)	Yes (true)
B	$5,000,000	$0	$380,043,540	$0	$0	$0	$3,811,350	$0	$0	$9,310,262	$0	$0	2018	Yes (true)	false	Yes (true)	Yes (true)
C	$2,915,000	$0	$539,730,432	$0	$0	$0	$4,432,770	$0	$0	$164,598,884	$0	$12,651,431	2021	Yes (true)	false	Yes (true)	Yes (true)
D	$0	$0	$497,019,314	$0	$0	$0	$4,280,956	$0	$0	$314,522,466	$0	$58,811,497	2021	Yes (true)	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Any Research AgreementsAnyResearchAgreementsInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	false	false	false	false	false	Yes (true)
B	false	false	false	false	false	false	false	Yes (true)
C	false	false	false	false	false	false	false	Yes (true)
D	false	false	false	false	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	false	Yes (true)	Yes (true)	false	false	0	false	Yes (true)
0
B	false	false	false	Yes (true)	Yes (true)	false	false	0	false	Yes (true)
0
C	false	Yes (true)	false	false	Yes (true)	false	false	0	false	Yes (true)
0
D	false	Yes (true)	false	false	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN (a)	BOND (A): PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY BOND (B): PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT BOND (C): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY BOND (D): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY
SCHEDULE K, PART I, COLUMN (B)	ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. ADDITIONAL 2019A CUSIP NUMBERS INCLUDE: 613603BS5.
SCHEDULE K, PART I, COLUMN (f)	BOND (A): CONSTRUCTION AND REFUND TJU 2008A&B SERIES DATED 03/13/2008 AND TJUH 2014 SERIES DATED 06/30/2014. BOND (B): CAPITAL PROJECTS AND REFUND ARIA 2014 SERIES DATED 07/24/2014, TJU 2010 SERIES DATED 03/11/2010, AMH 2009A SERIES DATED 11/04/2009, TJU 2006AB DATED 12/13/2006. BOND (C): CAPITAL PROJECTS AND REFUND TJU 2017E ISSUE DATED 12/22/2017. BOND (D): CAPITAL PROJECTS AND REFUND AMH 2012B SERIES DATED 08/02/2012.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd

Issuer Name IssuerName

Field	Value	IRS element (for citing)
Business Name Line1	MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Bond Issuer EIN	232447147	BondIssuerEIN
CUSIP	613603G94	CUSIPNum
Bond Issued	2022-02-02	BondIssuedDt
Issue Price	$757,321,187	IssuePriceAmt
Purpose	REFINANCE PRIOR BONDS & CAP PROJ.	PurposeDesc
Defeased	false	DefeasedInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Pool Financing	false	PoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Retired	$0	RetiredAmt
Bond Defeased	$0	BondDefeasedAmt
Total Proceeds	$760,807,187	TotalProceedsAmt
In Reserve Fund	$0	InReserveFundAmt
Capitalized Interest	$0	CapitalizedInterestAmt
Refunding Escrow	$0	RefundingEscrowAmt
Issuance Costs From Proceeds	$5,994,580	IssuanceCostsFromProceedsAmt
Credit Enhancement	$0	CreditEnhancementAmt
Working Capital Expenditures	$0	WorkingCapitalExpendituresAmt
Capital Expenditures	$0	CapitalExpendituresAmt
Other Spent Proceeds	$193,387,988	OtherSpentProceedsAmt
Unspent	$557,938,619	UnspentAmt
Refunding Tax Exempt Bonds	Yes (true)	RefundingTaxExemptBondsInd
Refunding Taxable Bonds	false	RefundingTaxableBondsInd
Final Allocation Made	false	FinalAllocationMadeInd
Adequate Books And Rec Maint	Yes (true)	AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Owning Bond Financed Property	false	OwningBondFinancedPropertyInd
Any Lease Arrangements	false	AnyLeaseArrangementsInd
Mgmt Contract Bond Fincd Prop	false	MgmtContractBondFincdPropInd
Any Research Agreements	false	AnyResearchAgreementsInd
Private Bus Use By Others	0	PrivateBusUseByOthersPct
Bond Iss Meet Prvt Sec Pymt Test	false	BondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed Prop	false	ChangeInUseBondFinancedPropInd
Remedial Action Taken	false	RemedialActionTakenInd
Procs Nonqualified Bond Remdtd	Yes (true)	ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Form8038 T Filed	false	Form8038TFiledInd
Rebate Not Due Yet	Yes (true)	RebateNotDueYetInd
Exception To Rebate	false	ExceptionToRebateInd
No Rebate Due	false	NoRebateDueInd
Variable Rate Issue	false	VariableRateIssueInd
Hedge Identified In Bks And Rec	false	HedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested In GIC	false	GrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

Field	Value	IRS element (for citing)
Business Name Line1	0	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Gross Proceeds Invested	false	GrossProceedsInvestedInd
Written Proc To Monitor Reqs	Yes (true)	WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

Field	Value	IRS element (for citing)
Bond Reference	A	BondReferenceCd
Procedures Corrective Action	Yes (true)	ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN (a)	BOND (A): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY
SCHEDULE K, PART I, COLUMN (f)	BOND (A): CAPITAL PROJECTS AND REFUND AMH 2012B SERIES DATED 08/02/2012.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Field	Value	IRS element (for citing)
Person	HUNTER CONNERS	PersonNm

Field	Value	IRS element (for citing)
Relationship Description	FAMILY MEMBER OF KEY EMPLOYEE	RelationshipDescriptionTxt
Transaction	$50,622	TransactionAmt
Transaction	EMPLOYEE	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule M IRS990ScheduleM

Field	Value	IRS element (for citing)
Works Of Art		WorksOfArtGrp
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp
Books And Publications		BooksAndPublicationsGrp
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	12	ContributionCnt
Noncash Contributions Rpt F990	$355,399	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp

Food Inventory FoodInventoryGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$6,736	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	DIGITAL ADS	1	$13,657	FMV
Yes (X)	FF&E	2	$173,900	FMV

Field	Value	IRS element (for citing)
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	false	ThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (28 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	Thomas Jefferson University is the tax-exempt parent organization of Thomas Jefferson University/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. Thomas Jefferson University is the sole member or stockholder of various entities. The internal revenue service ("IRS") has recognized Thomas Jefferson University as a tax-exempt organization under internal revenue code section 501(c)(3). Thomas Jefferson University ("TJU") was first incorporated under the name Jefferson medical college of Philadelphia by a special act of the Pennsylvania general assembly in 1838. Today, TJU is an innovative health sciences university that conducts research and offers undergraduate and graduate instruction through the Sidney Kimmel Medical College at Thomas Jefferson University ("SKMC") as well as the Jefferson Colleges of nursing, pharmacy, health professions, population health, rehabilitation sciences, life sciences, architecture & the built environment, design engineering & commerce, and humanities & sciences. TJU's educational programs are fully accredited and it educates over 8,200 students annually. TJU educates medical students, nurses, scientists, physician's assistants, technicians, pharmacists, occupational and physical therapists, population health experts, and other healthcare professionals to provide healthcare services and to conduct cutting-edge scientific and medical research in the cure and prevention of diseases. TJU also conducts clinical and statistical research, studies, and experiments to improve current disease prevention and treatment knowledge and techniques. TJU dedicates itself to collaborative, transdisciplinary and inter-professional approaches to learning that offer a vibrant and expandable platform for education. Through this unique model, we are preparing our students for current and yet-to-be-imagined careers - setting tomorrow's standards by breaking today's. University mission: We are a university with preeminence in transdisciplinary, experiential professional education, research and discovery, delivering exceptional value for 21st century students with excellence in architecture, business, design, engineering, fashion & textiles, health, science and social science - infused with the liberal arts. Enterprise mission: We improve lives. Enterprise vision: Reimagining health, education and discovery to create unparalleled value. Commitment to diversity & equity: Jefferson holds itself accountable, at every level of the organization, to nurture an environment of inclusion and respect, by valuing the uniqueness of every individual, celebrating and reflecting the rich diversity of its communities, and taking meaningful action to cultivate an environment of fairness, belonging & opportunity. Thomas Jefferson University FY23 Statistics =========================================== Student FTEs: 7,415 Faculty FTEs: 2,618 Residents: 1,658 Fellows: 323 Alumni: 76,000 TJU focuses on eleven academic areas of interest: architecture, business, design, engineering, fashion, health, medicine, nursing, science, social science, and textiles; and houses two flag ship colleges: Sidney Kimmel Medical College (SKMC) and The Kanbar College of Design Engineering and Commerce (KCDEC). SKMC is a historic & renowned medical college consistently in the top 60 national USN&WR Medical School rankings for both research and primary care. SKMC is the medical school for the state of Delaware and a clinical partner to 30 hospitals & health systems, in addition to Jefferson Health Hospitals. KCDEC offers a transdisciplinary approach to teaching and learning that gives students the skills and knowledge to think out-of-the-box ideas and work collaboratively to identify problems and discover innovative solutions. The system's tripartite mission of education, research and patient care. Jefferson Health, in partnership with TJU, is dedicated to discovering new treatments and therapies that will define the future of clinical care; providing exceptional primary through complex quaternary care to patients in the communities we serve throughout the Delaware Valley; and educating tomorrow's professionals through transdisciplinary and experiential learning designed for new and emerging fields for the 21st century. Additional relevant TJU and Jefferson Health information for the year ended June 30, 2023: LICENSED BEDS: 3,848 INPATENT ADMISSIONS: 152,849 OBSERVATION CASES: 50,360 TOTAL SURGERIES: 99,931 EMERGENCY DEPT. VISITS: 585,567 AMBULATORY VISITS: 4,881,640 TELEHEALTH VISITS: 262,644 The System's Hospitals' Conformance with IRS revenue ruling 69-545 The wholly owned Hospitals in the system are recognized by the IRS as internal revenue code section 501(c)(3) tax-exempt organizations. Pursuant to its charitable purposes, each of these hospitals provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, gender identity, sexual orientation, national origin, or ability to pay. Moreover, our hospitals operate consistently with the following criteria outlined in IRS revenue ruling 69-545: 1. providing medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare, and Medicaid patients. 2. operating active emergency departments for all persons that are open 24 hours a day, 7 days a week, 365 days per year. 3. maintaining open medical staffs, with privileges available to all qualified physicians. 4. control positioned with Hospital Board of Trustees and the Board of Trustees of TJU, and all the Boards are comprised of independent civic leaders and other prominent members of the represented communities; and 5. using surplus funds to improve the quality of patient care, expand and renovate facilities/equipment and advance and improve medical care, programs and activities through patient care and medical training, education, and research. The operations of our wholly owned hospitals as shown through the factors outlined above and other information contained herein, clearly demonstrate the provision of substantial community benefit; both collectively and individually; and that the use and control of the respective hospital facilities are for the benefit of the public and that no part of the income or net earnings of any of the hospital organizations inures to the benefit of any private individual, nor is any private interest being served other than incidentally. TJU hospitals collectively provide substantial community benefit For fiscal years ended June 30, 2023 and 2022; the TJU wholly owned tax-exempt hospitals provided a total of approximately $813 million and $668 million of combined net community benefit costs as defined by the IRS and reflected in their respective Forms 990, Schedule H, Part I. These numbers are at estimated cost and are net of any federal, state or local remuneration or reimbursement. The corresponding combined community benefit percentages were approximately 12.86% and 11.52% for the fiscal years ended June 30, 2023 and 2022; respectively. These percentages were derived by using the combined net community benefit costs as the numerator and total combined hospital operating expenses as the denominator. These costs and percentages do not include any estimated bad debt costs and any Medicare shortfall incurred by any of the TJU wholly owned tax-exempt hospitals for either fiscal years. Thomas Jefferson University - U.S. News & World Report Rankings 2022 - 2023 ======================================================================== Undergraduate: TJU ranks as #127 overall in national universities and #67 in Nursing (Bachelor's). Graduate: The Sidney Kimmel Medical College (SKMC) ranks #61 in the category of Best Medical School (Primary Care) and #56 of Best Medical School (Research). The school of Rehabilitation Sciences is ranked #6 in Occupational Therapy and #49 in Physical Therapy. The school of Nursing is ranked as #100 in Nursing - Anesthesia. TJU's school of Health Professions ranks #17 in Midwifery and #74 in the category of Physician's Assistant. The school of Pharmacy ranks #53 in the category of Best Pharmacy School. The School of Life Sciences ranks as #119 in Biological Sciences. The School of Population Health ranks as #79 in the category of Public Health. Global: TJU ranks as #48 in Surgeries amongst Global Universities.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	Thomas Jefferson University Global & Industry Collaborations ============================================================ Jefferson's Global Centers -------------------------- Today's Global Jefferson builds on decades of engagement with people and institutions around the world. The University's regionally focused centers, consortia, and initiatives are powerful engines for sustaining and expanding our dynamic international community-continuously creating opportunities for Jeffersonians to engage in education, research and health care worldwide, and welcoming guests from around the globe to our home in the Philadelphia region. Jefferson India Center: The Jefferson India Center provides the framework necessary to keep pace, empowering public-private partnerships that address the social determinants of health, health disparities, and access to care in the world's two largest democracies. By advancing the concept of distance learning and team science through bilateral faculty and student exchanges, the Center provides new generations of health leaders the global perspective necessary to effect meaningful change in healthcare delivery. Jefferson All-Island Ireland Center: The All-Island Ireland Center is creating opportunities for study, research, hands-on learning and cultural engagement. While peer-to-peer activities have existed for many years between Thomas Jefferson University faculty and academic and research leaders in Greater Ireland, it was the formalization of the agreement between the National Institute for Bioprocessing Research and Training (NIBRT) in Dublin and the Jefferson Institute for Bioprocessing (JIB) in the Philadelphia area that brought a renewed focus to formalizing the relationship. Jefferson Israel Center: Deepens existing ties with leading Israeli biomedical institutions & expands into architecture, design, textiles & fashion. Jefferson Italy Center: By advancing the concept of distance learning and team innovation through bilateral faculty and student exchanges, the Jefferson Italy Center provides future leaders in medicine, fashion, architecture, design and business the global perspective necessary to thrive in an ever-changing healthcare landscape and global marketplace. Global healthcare needs are changing at a rapid clip. The Jefferson Italy Center provides the framework necessary to keep pace, empowering public-private partnerships that address the social determinants of health, health disparities, and access to care both in Italy and Philadelphia. The Jefferson Italy Center promotes entrepreneurial research opportunities and collaborations between Jefferson and our Italian partners that harness knowledge from basic sciences to rapidly produce new drugs, devices, and treatment options for patients worldwide. Jefferson Japan Center: The vision of the Jefferson Japan Center is to foster the development of health professionals from Japan with experiences at Jefferson, promote the exchange of research ideas and personnel between the Japanese institutions and Jefferson, and leverage exchanges as an opportunity for shared research. Jefferson Latin America Center: The Jefferson Latin America Consortium currently has active collaborations with Colombia, Panama and Peru, each of which goes far in advancing Jefferson's global mission and is viewed as modeling for future collaborations within institutions across Central and South America. Working with academic and health-based organizations and institutions in Central and South America, the Center seeks to be an incubator for projects, clinical and research program development, collaborations, and the fostering of student and faculty exchanges. Jefferson Consortium for African Partnerships: At Jefferson, we believe that in order to truly improve health outcomes on a global scale, it is imperative that we have a presence in Africa. It is in this spirit that we launched the Jefferson Consortium for African Partnerships (JCAP), focused on developing strong clinical, academic, and research collaborations with hospitals and universities in countries like Rwanda, Malawi, Uganda, and South Africa. JCAP's mission is to organize, support and collaborate with African coursework, research, and practice. The collaborative is deeply rooted in the belief that health equity is a human right, and because of this, Jefferson has a compelling interest in partnering with African counterparts in mutual academic and intellectual pursuits. The Jefferson Advantage - Ready for the Future of Work ====================================================== NEXUS LEARNING > the Jefferson X Factor > Signature approach that is making Jefferson a transformative force in higher education. The right blend of theory and hands-on learning that provides students with a real competitive advantage in a rapidly changing world. Jefferson Institute for Bioprocessing (JIB): First and only specialized education and training institute for biopharmaceutical processing in North America that combines commercial single-use processing equipment with the internationally recognized National Institute for Bioprocessing Research and Training (NIBRT) curriculum. The focus of JIB is hands-on training of industry professionals through workshops and certificates and hands-on education of new bioprocessing engineers at the undergraduate and graduate levels. Institute for Emerging Health Professions: First-of-its-kind higher education incubator that provides innovative, forward-thinking education and training. Graduate programs in Medical Cannabis Science & Business, Integrative Health Sciences and Cardiovascular Perfusion. Certificate programs in cannabis business, medicine and science; integrative health education, integrative nutrition, and mind-body medicine; and telehealth and digital health innovation. Jefferson Online: Fully online, flexible programs where collaboration and excellence meet for an engaging, relevant learning experience dedicated to students' career success. Rector Clinical Skills & Simulation Center: Development, implementation, and evaluation of curricula that use simulation to teach & access the core clinical skills sets required to be a physician, nurse or other health care professional. In doing so, learners embrace & are inspired to teach others using these tools. Current Activities ================== TJU Conducts Research and Offers Undergraduate and Graduate Education through the Sidney Kimmel Medical College as well as the Jefferson Colleges of Nursing, Pharmacy, Health Professions, Population Health, Rehabilitation Sciences and Life Sciences. Sidney Kimmel Medical College at Thomas Jefferson University ------------------------------------------------------------ SKMC was originally known as the Jefferson Medical College, which was founded in 1824. SKMC has awarded more than 31,000 medical degrees and has more living graduates than any other private medical school in the nation. It offers both undergraduate medical education programs and innovative joint degree programs to more than 1,000 students each year. SKMC is recognized for its balanced approach to medical education, and approximately one out of four to one out of five applicants throughout the United States apply to SKMC. it is committed to (1) educating physicians who will form and lead the integrated healthcare delivery and research teams of tomorrow; (2) discovering new knowledge that will define the future of clinical care through investigation from the laboratory to the bedside, and into the community; and (3) setting the standard for quality, compassionate and efficient patient care for our community and for the nation. Jefferson College of Nursing ---------------------------- Since 1891, when nursing education began at TJU, graduates of TJU nursing programs have been leaders in education, research, healthcare delivery, and community service. The faculty and leadership of the Jefferson College of Nursing ("JCN") are committed to working with their students to continue this rich tradition. JCN continually makes innovative curricular changes aimed at preparing its students to function as outstanding nursing professionals in a dynamic healthcare environment. A crucial characteristic of today's healthcare system is the inter-professional nature of practice. As an integral part of a major academic health center, JCN affords its students the opportunity to interact with other students in an array of healthcare professions. The entire curriculum is based on a set of core competencies that faculty and future employers believe is essential to effective practice.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	JCN's strategic plan commits to maintaining its status as a premier educational institution for the education and clinical preparation of outstanding nurse leaders and professionals. JCN draws upon a multitude of resources within TJU and its clinical affiliates. TJU ensures that the college's faculty achieves superior quality in practice, research, and teaching, thereby providing the appropriate backdrop for excellent educational experiences for its student body. For every student this means an educational credential that opens exceptional access to employment in healthcare practice settings. Nurses graduating from JCN boast excellent success rates on required licensure and certification examinations, which are consistently above the national average. JCN programs are designed not only to assist JCN students in developing the knowledge, skills, and competencies necessary to enter and excel in the nursing profession but also to educate nurses who model positive attitudes, critical thinking, problem-solving strategies and strong professional ethics in all their professional roles. Jefferson College of Pharmacy ----------------------------- The Jefferson College of Pharmacy ("JCP") provides an innovative doctor of pharmacy program that prepares its graduates for interesting and challenging pharmacy practice roles across the healthcare continuum. Underpinning the JCP curriculum is an accomplished and diverse team of healthcare leaders, teachers, researchers and preceptors (practitioners) who make up its faculty. Collectively, this group brings a broad range of experiences and perspectives to TJU students, and they are recognized for their leadership in national and international pharmacy and healthcare membership organizations as well as their research in pharmaceutics, pharmacology, health outcomes, the clinical sciences and related fields. During the past academic year, JCP underwent its first re-accreditation by the accreditation council for pharmacy education. As part of this process, the doctor of pharmacy (PharmD) program received a full 8-year reaccreditation through June 30, 2026. JCP's mission is to prepare its students for careers in the profession of pharmacy. Through the provision of a learner-centered, interdisciplinary curriculum, students develop the requisite knowledge, skills, and attitudes to provide excellent patient-centered and population-based care. Consistent with the mission of TJU, JCP strives to develop a sense of social, personal and professional responsibility in its students. JCP provides a superb environment that fosters collaborative relationships with healthcare practitioners and scientists that result in the advancement of patient care, safety, educational methodologies, and research. JCP classroom, laboratory and pharmacy-practice experiences are complemented by a wide range of co-curricular and extracurricular activities designed to enable student pharmacists to become competent and confident practitioners that apply their knowledge and skills to care for individual patients as well as improve the overall health of the community. With a strong emphasis on leadership skills and social responsibility, JCP graduates are prepared to make an impact. Jefferson College of Health Professions --------------------------------------- The Jefferson College of Health Professions (JCHP) is committed to educating healthcare professionals of the highest quality and ethical standards for contemporary practice in the global community. The college, representing inter-professional programs across the health professions, offers natural opportunities for students to develop professional behaviors within a community of learners. JCHP offers degrees ranging from a bachelor of science through clinical doctorate across several academic departments and institutes: - Counseling & behavioral health - Disaster medicine & management - Health sciences - Medical imaging & radiation sciences - Medical laboratory sciences & biotechnology - Midwifery & women's health - Nutritional sciences - Physician assistant studies - Institute of emerging health professions Jefferson College of Population Health -------------------------------------- TJU established the Jefferson College of Population Health ("JCPH") in 2003 to provide graduate education that prepares leaders with global vision to examine the social determinants of health and to evaluate, develop and implement health policies and systems that will improve the health of populations and enhance the quality of life. Originally formed in 1990 as the office of health policy and clinical outcomes, JCPH prepares healthcare providers for the challenges of a dynamic healthcare environment. The increasing complexity of healthcare and its importance to the national economy established the need and demand for professionals and researchers well-versed and prepared to assume leadership roles. In addition, the complexity and scope of the industry required that research and education be addressed comprehensively and holistically from the perspective of population health: health outcomes and their distribution within the population, the determinants that influence this distribution, and the policies and interventions that impact these determinants. JCPH seeks to create conditions that promote health, prevent adverse events, and improve outcomes. Population health builds on public health foundations by: - Connecting prevention, wellness and behavioral health science with healthcare delivery, quality and safety, disease prevention/management and economic issues of value and risk - all in the service of a specific population, be it a city, provider's practice, employee group, hospital's primary service area or age group; - Identifying socio-economic and cultural factors that determine the health of populations and developing policies that address the impact of these determinants; - Applying epidemiology and biostatistics in new ways to model disease states, map their incidence and predict their impact; and - Using data analysis to design social and community interventions and new models of healthcare delivery that stress care coordination and ease of accessibility. Jefferson College of Rehabilitation Sciences -------------------------------------------- Jefferson College of Rehabilitation Sciences brings together occupational therapy, physical therapy, athletic training, and speech and language pathology. Our goal is to provide programs that are unique in terms of educating students to provide high-quality care that will integrate people back into their communities. The College of Rehabilitation Sciences is proud to be home to two programs ranked by US news & World Report: occupational therapy and the department of physical therapy. Both programs offer students opportunities to participate in research, clinical, and educational experiences. The College is committed to becoming a recognized leader in innovative educational, clinical and research programs. Future plans for the college include establishing departments of rehabilitation sciences and technology, speech and language pathology and outcomes measurement, as well as divisions for the study of cognition, assistive technology, and human engineering and design. Jefferson College of Life Sciences ---------------------------------- The mission of the Jefferson College of Life Sciences ("JCLS") is to "train tomorrow's scientific leaders today" by providing the highest quality undergraduate, graduate and postdoctoral education and research training in the life sciences, in order to prepare students and fellows to make significant contributions to the progress of life science through careers including academia, industry, and government. JCLS and its faculty offer courses and programs across a wide field of basic and translational sciences, leading to the BS degree, PHD degree, the MS degree and graduate certificate programs. In addition, JCLS offers a post baccalaureate pre-professional program for candidates interested in completing their prerequisite course work for medical and professional schools. The college also coordinates postdoctoral training programs across the campus. Additionally, JCLS, in conjunction with the Sidney Kimmel medical college, offers a combined MD/PHD program. The college's education and training programs provide a solid foundation for graduates, many of whom have pursued additional graduate and professional education and training programs. Other JCLS graduates have directly entered successful careers including positions at colleges and universities, pharmaceutical and biotechnology companies, healthcare settings, government agencies, and many other professional venues.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	Research training at JCLS is anchored by a large and diverse portfolio of active research programs with extensive outside grant support. That foundation, combined with clinical research and patient-care programs, provides opportunities for professional development and basic and translational research experiences in a challenging, exciting and satisfying undergraduate and graduate training environment. Jefferson College of Humanities & Sciences ------------------------------------------ The Jefferson College of Humanities & Sciences focuses on human social interactions and relationships, from the individual to regional, national and international institutions. This is where philosopher meets the political scientist, the sociologist meets the community activist, the historian meets the mathematician, the writer meets the physicist-in a place where transdisciplinary collaboration defines our teaching and our research. The faculty of the College of Humanities and Sciences teach both in its major programs and in the Hallmarks Program for General Education, supporting the education of professionals with awareness of all the national and global issues that impact their professional and personal lives. To thrive in a world that prizes information and those that can use it well, students gain strong communication and presentation skills, and learn to develop, analyze and apply information to address key policy issues at the national and global scale. Hands-on experiential learning brings students directly into contact with professional practices and organizations in ways that allow them to draw upon and contribute to their University, municipal and national communities. A commitment to making change in the world by combining evidence-based analysis with passionate community engagement is central to the vision and mission of the College. College of Architecture & The Built Environment ----------------------------------------------- The mission of the College of Architecture and the Built Environment at Jefferson is to educate the next generation of design and construction professionals to create an equitable and sustainable future. Our curricula emphasize specialized knowledge unique to each discipline, paired with interdisciplinary collaboration that prepare students for practice in the global market. With its thriving design and construction industries, Philadelphia serves as our urban lab, furnishing students with professional experiences in a vibrant metropolitan area. Our college partners with major corporations, local communities and nonprofit organizations, supplying a broad range of real-world projects and networking opportunities. Our dynamic approach to education and emphasis on social equity, sustainability and design excellence equip our graduates with a competitive edge, poised to become innovative leaders in sustainable practice. The College offers 5 different undergraduate degrees, 10 graduate certificates, and a Ph.D. program in architecture & design research. Kanbar College of Design Engineering & Commerce ----------------------------------------------- Kanbar College offers an innovative and transdisciplinary approach to teaching and learning that provides students with the skills and knowledge to think creatively, brainstorm out-of-the-box ideas and work collaboratively to discover innovative solutions to complex problems. Through the integrated DEC core curriculum, students gain the added value of expertise in related fields as well as deep discipline-specific knowledge. The program retains the core learning of each major while forging new collaborations between designers, engineers and entrepreneurs. By learning in a transdisciplinary environment, students go on to be better, more effective leaders in their professions. When the critical-thinking and creativity skills of the designer combine with the analysis and problem-solving skills of the engineer and the planning and project-management skills of the business professional, they synthesize to form a suite of expertise that makes our students uniquely qualified to address today's real-world problems. By bringing together design, engineering and business disciplines, Kanbar College pushes students to think beyond the boundaries of existing academic fields and focus on innovation through teamwork, collaboration and connections with industry partners while it emphasizes critical thinking and real-world problem-solving skills. This pioneering curriculum prepares students to adapt to changes in their professions, collaborate with colleagues in other fields, and excel in jobs that exist today as well as ones that will emerge tomorrow. Students gain the knowledge and skills necessary to succeed in the 21st century workplace through real-world experience working on industry-sponsored projects. Research at TJU --------------- Research is a key component of TJU's tripartite mission and links directly to its educational and healthcare mission. Across all divisions of the university, its centers and institutes, and its student opportunities, research is a driving force. TJU conducts multi-faceted research in autism, computational medicine, hematology and vascular disease, population health, neuroscience, pulmonary disease, cancer, fibrosis, immunology and infectious disease, musculoskeletal disease, and metabolism and mitochondrial function. TJU has given special emphasis to research focused on cancer and cancer biology, cardiac and cardiovascular biology, neuroscience, population and public health, and infectious diseases and vaccines. Cancer: through the Sidney Kimmel Cancer Center, a national cancer institute-designated cancer center, TJU accelerates discovery in five NCI -designated program areas, aiming to translate findings into more effective treatments. These areas are cancer cell biology and signaling, molecular biology and genetics, prostate cancer, breast cancer and gastrointestinal cancer. Cardeza Foundation for Hematologic Research: in 1939, Mr. and Mrs. Thomas D. Cardeza established the Cardeza Foundation for Hematologic Research in the division of hematology in department of medicine at Thomas Jefferson University as a memorial to Charlotte Drake Cardeza. Cardeza Foundation enables TJU to conduct a broad range of basic research, clinical and translational research and core laboratories related to hematology, including thrombosis and hemostasis, circulating blood platelet contributions to blood clotting and growth of solid tumors, genetic effects of platelet functions, breast and prostate cancer cell metastasis, gene expression in megakaryocytes and platelets and their role in cardiovascular disease and thrombopoiesis. Farber Institute for Neuroscience: composed of the departments of neurological surgery, neurology, neuroscience and psychiatry and human behavior, the Farber Institute for Neuroscience, a division of TJU, conducts basic, translational and clinical research to understand the fundamental mechanisms of the normal and diseased brain. Farber institute specialists translate their understanding into treatments for neurodegenerative and other devastating disorders. researchers at the institute share their findings and experiences with other academics and specialists from around the world and work together to treat, prevent, and find cures for all kinds of neurological and spine disorders. Jefferson Vaccine Center: Jefferson Medical College established the Jefferson vaccine center ("JVC") in 2007 with the goal of combining and further enhancing the existing interest and expertise at TJU in the area of vaccine research for infectious diseases and cancer. JVC combines and utilizes research effort in immunology, microbial pathogenesis and tumor immunology. The mission of the JVC is to strengthen the basic and translational research at TJU in vaccinology and therapeutics by establishing cutting edge research programs in vaccinomics and building a nationally and internationally known center of excellence.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	Daniel Baugh institute for Functional Genomics/Computational Biology: the Daniel Baugh institute for Functional Genomics/Computational Biology, part of TJU's department of pathology, anatomy and cell biology, provides an interdisciplinary base for research and education in the rapidly evolving fields of integrative modeling and computational analysis of the dynamics of biological systems. The institute focuses on the development of mammalian systems biology to study the multi-scale regulatory networks in the context of adaptation in central autonomic control circuits, dysfunction of cardio-respiratory regulation, alcoholic liver disease and liver repair, and stem cell differentiation. In order to study intra- and inter-cellular networks, TJU employs genomic and other "omic" technologies to acquire datasets suitable for analyses to identify variables and relationships that provide a basis for modeling and simulation of multi-scale system dynamics. TJU develops bioinformatics tools to improve the ability to derive networks, pathways and relationships subserving cellular processes. TJU brings principles of control and systems theory as well as probabilistic/statistical techniques to bear on the analysis of biological processes. Business Combinations ===================== Effective October 4, 2021, Jefferson Health and Einstein Healthcare Network finalized a merger of the two health systems which will drive health care forward throughout Greater Philadelphia. By bringing together two prestigious academic medical centers, the expansion of Jefferson Health creates an integrated 18-hospital health system focused on providing greater access to high-quality patient care in our communities and delivering outstanding health sciences education to tomorrow's health care professionals. With the addition of Einstein, Jefferson Health will host the largest number of residents and fellows in the Greater Philadelphia region. Jefferson and Einstein will play a critical role in educating future health care leaders and building a pipeline of clinical expertise to serve the community. Effective November 1, 2021, Jefferson Health acquired the remaining 50 percent ownership interest in Health Partners Plans, Inc. ("HPP") from Temple Health. HPP was previously owned by a consortium of area hospitals, including Jefferson Health - Northeast, Einstein Health Network, and Temple Health. HPP is a not-for-profit health maintenance organization committed to building healthier lives and stronger communities. This ownership interest represents a significant step forward for Jefferson, allowing the company to advance its value-based care model while reducing costs of healthcare services, particularly to underserved patients and families of the Greater Philadelphia region.
CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION.
CORE FORM, PART V; QUESTION 15	STEPHEN K. KLASKO, M.D., MBA IS A FORMER OFFICER OF THIS ORGANIZATION. DR. KLASKO RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2022 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. FROM JULY 2022 THROUGH NOVEMBER 2022, BRUCE A. MEYER, M.D., MBA, WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MR. MEYER WAS EMPLOYED AND RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THIS ORGANIZATION FILED A 2022 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. FROM JULY 2022 THROUGH APRIL 2023, PETER L. DEANGELIS, JR. WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MR. DEANGELIS WAS EMPLOYED AND RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THIS ORGANIZATION FILED A 2022 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. MARK L. TYKOCINSKI, M.D. AND CRISTINA G. CAVALIERI, ESQ. ARE INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. THESE INDIVIDUALS ARE EMPLOYED AND RECEIVE A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THIS ORGANIZATION FILED A 2022 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO EACH INDIVIDUAL'S COMPENSATION IN EXCESS OF $1M. FROM JULY 2022 THROUGH October 2022, H. RICHARD HAVERSTICK, JR. WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MR. HAVERSTICK WAS EMPLOYED AND RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2022 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M BECAUSE HE WAS NOT A COVERED EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. LAURENCE M. MERLIS IS A FORMER KEY EMPLOYEE OF THIS ORGANIZATION. MR. MERLIS RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY FILED A 2022 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. CLAYTON FITZHUGH IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MR. FITZUGH IS EMPLOYED AND RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2022 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M BECAUSE HE WAS NOT A COVERED EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. FROM JULY 2022 THROUGH SEPTEMBER 2022, ELIZABETH DALE, ED.D., MPA WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MS. DALE WAS EMPLOYED AND RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2022 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M BECAUSE SHE WAS NOT A COVERED EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. FROM JULY 2022 THROUGH OCTOBER 2022, STEPHANIE CONNERS, MBA, BSN, RN WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MS. CONNERS WAS EMPLOYED AND RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2022 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M BECAUSE SHE WAS NOT A COVERED EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. KATHLEEN GALLAGHER IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MS. GALLAGHER IS EMPLOYED AND RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2022 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M BECAUSE SHE IS NOT A COVERED EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. JOHN C. EKARIUS IS A FORMER KEY EMPLOYEE OF THIS ORGANIZATION. MR. EKARIUS RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2022 FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M BECAUSE HE WAS NOT A COVERED EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. SRINIVAS PRASAD, M.D., JACK JALLO, M.D., PH.D., ROBERT H. ROSENWASSER, M.D., JAMES S. HARROP, M.D. AND JOSHUA HELLER, M.D. ARE INCLUDED WITHIN THE ORGANIZATION'S FEDERAL FORM 990, PART VII AND SCHEDULE J. THESE INDIVIDUALS ARE EMPLOYED PHYSICIANS PROVIDING LICENSED MEDICAL SERVICES, AS WELL AS NON-CLINICAL SERVICES AND ARE EMPLOYED BY THIS ORGANIZATION AND A RELATED TAX-EXEMPT ORGANIZATION WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. DURING 2022, THEIR EMPLOYERS WERE NOT REQUIRED TO FILE A FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO THESE INDIVIDUALS BECAUSE THE PORTION OF THEIR COMPENSATION ATTRIBUTABLE TO NON-CLINICAL SERVICES WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960.
CORE FORM, PART VI, SECTION A; QUESTION 3	THE ORGANIZATION IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS THE PARENT ORGANIZATION OF THE SYSTEM THOMAS JEFFERSON UNIVERSITY PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. THOMAS JEFFERSON UNIVERSITY ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, AND RECORDS REVENUE AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES.
CORE FORM, PART VI, SECTION B, QUESTION 11B	The organization is the tax-exempt parent organization of Thomas Jefferson University/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("System"), with a tripartite mission of education, research and patient care. The organization's Federal form 990 was provided to each voting member of the organization's governing body, its board of trustees, prior to filing with the internal revenue service ("IRS"). The organization's governing body has assumed the responsibility to oversee and coordinate the federal form 990 preparation, review and filing process. As part of the System's Federal form 990 tax return preparation process the System hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the Federal form 990. The CPA firm's tax professionals worked closely with the System's finance personnel and various other individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal form 990 and furnished it to the System's internal working group for their review. The internal working group reviewed the draft federal form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the form 990 was provided to the organization's finance, assurance & compliance committee and the CPA firm made a presentation to the committee regarding the System's Forms 990 together with a healthcare industry tax update.
CORE FORM, PART VI, SECTION B; QUESTION 12	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICTS OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES ANDISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19	THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J	CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY.
CORE FORM, PART VII AND SCHEDULE J	MICHAEL B. WALSH IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. ALTHOUGH MR. WALSH RECEIVES A FEDERAL FORM W-2 FROM ABINGTON MEMORIAL HOSPITAL (EIN: 23-1352152); A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, MR. WALSH IS SHOWN ON THIS FEDERAL FORM 990 AS A KEY EMPLOYEE OF THOMAS JEFFERSON UNIVERSITY.
CORE FORM, PART VII AND SCHEDULE J	John P. Mordach was appointed as the chief financial officer of Thomas Jefferson University/Jefferson Health effective March 30, 2023. Taxable compensation reported on core form, part VII and Schedule J is derived from 2022 forms W-2. Accordingly, his compensation is not reported on part VII and Schedule J since he did not start receiving compensation until 2023. Mr. Mordach is still displayed on part VII since he serves as an officer on the board of trustees for the year ending June 30, 2023.
CORE FORM, PART VII, SECTION A, COLUMN B	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART X; LINE 13 & SCHEDULE R, PART I	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") UTILIZES SEVERAL SINGLE MEMBER LIMITED LIABILITY COMPANIES ("LLC'S") TO HOLD, MANAGE AND INVEST ALL OF THE SYSTEM'S INVESTMENTS THROUGH A POOLED INCOME APPROACH. THE ASSETS AND INCOME REPORTED ON SCHEDULE R PART I OF THIS FORM 990 FOR THESE LLC'S REPRESENTS TOTAL ASSETS AND INCOME FOR ALL ENTITIES IN THE POOLED INCOME FUNDS AND INVESTMENTS. AT YEAR-END TJU ALLOCATES A PERCENTAGE OF THE ASSETS OF THESE LLC'S TO ITS RELATED ENTITIES WHICH RECORDS THE RESPECTIVE VALUES ON THEIR BALANCE SHEETS AT YEAR-END. THUS, TJU'S YEAR-END ASSETS ON ITS BALANCE SHEET IS LOWER THAN THE TOTAL ASSETS REPORTED ON SCHEDULE R, PART I.
CORE FORM, PART X; LINE 25	THE ORGANIZATION IS the tax-exempt parent organization of THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES MAY REFLECT A TJU OBLIGATED GROUP LIABILITY. THE MEMBERS OF THE OBLIGATED GROUP CONSIST OF THE FOLLOWING: - THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651 - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, EIN: 23-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - JEFFERSON HEALTH - NORTHEAST, EIN: 23-0596940 - JEFFERSON HEALTH - NORTHEAST SYSTEM, EIN: 23-2239131 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH SYSTEM, EIN: 22-2442036 - KENNEDY HEALTH FACILITIES, INC., EIN: 22-2442032 - KENNEDY MEDICAL GROUP PRACTICE, P.C., EIN: 46-1420853 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 - ALBERT EINSTEIN HEALTHCARE NETWORK, EIN: 23-2290323 - ALBERT EINSTEIN MEDICAL CENTER, EIN: 23-1396794 - EINSTEIN COMMUNITY HEALTH ASSOCIATES, INC., EIN: 23-2760086 - EINSTEIN MEDICAL CENTER MONTGOMERY, EIN: 20-4193243 - EINSTEIN PRACTICE PLAN, INC., EIN: 23-2664784 - FORNANCE PHYSICIAN SERVICES, EIN: 23-2275991 - MONTGOMERY HOSPITAL, EIN: 23-1352193 - MONTGOMERY HEALTH FOUNDATION, EIN: 22-2456265 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED WITHIN THOMAS JEFFERSON UNIVERSITY'S (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDED JUNE 30, 2023.
CORE FORM, PART XI; QUESTION 9	OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS - $47,652,120; - CHANGE IN INTEREST RATE SWAP CONTRACTS - $4,923,340; - RECLASSIFICATION OF NET ASSETS - ($886,365); - NET ASSETS RELEASED FROM RESTRICTION USED FOR PURCHASE OF PP&E - $963,263; - CHANGE IN NET PENSION LIABILITY - $54,182,795; - DISTRIBUTIONS TO NON-CONTROLLING INTERESTS - ($9,927,354); - OTHER CHANGES IN UNRESTRICTED NET ASSETS - $5,228,802; - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - $4,057,490; - NET ASSETS RELEASED FROM RESTRICTIONS (DONOR RESTRICTED) - ($49,447,322); - CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (DONOR RESTRICTED) - $159,268; - RECLASSIFICATION OF NET ASSETS (DONOR RESTRICTED) - $886,365; AND - OTHER CHANGES IN NET ASSETS (DONOR RESTRICTED) - ($42,389).
CORE FORM, PART XII; QUESTION 2	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2023 AND JUNE 30, 2022; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE ORGANIZATION'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR.
CORE FORM, PART XII; QUESTION 3	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT AS SET FORTH IN THE UNIFORM GUIDANCE, 2 C.F.R., PART 200, SUBPART F.
FORM 990 PART IX LINE 11G	DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:XXX-XX-XXXX
FORM 990 PART IX LINE 11G	DESCRIPTION:CONSULTING SERVICES TOTAL FEES:79328188
FORM 990 PART IX LINE 11G	DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:50867553
FORM 990 PART IX LINE 11G	DESCRIPTION:BILLING & COLLECTION FEES TOTAL FEES:21480519
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:17242518
FORM 990 PART IX LINE 11G	DESCRIPTION:PHYSICIAN CONTRACTED SERVICES TOTAL FEES:308275
FORM 990 PART IX LINE 11G	DESCRIPTION:TRANSCRIPTION SERVICES TOTAL FEES:5805

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
925 WALNUT HOLDING LLC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	813840390	REAL ESTATE	PA	$0	$46,755,591	TJU
TJU FAIRWATER LLC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	473445382	INVESTMENTS	NY	$0	$0	TJU
JEFFERSON HORIZON RESEARCH LLC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	832402762	RESEARCH	PA	$0	$108,044	TJU
JEFFCARE ALLIANCE LLC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	473231121	HEALTHCARE	PA	$14,597,213	$3,965,920	TJU
TJ-NONQUALIFIED LLC
1209 ORANGE STREET	WILMINGTON	DE	19801	824360991	INVESTMENTS	DE	-$26,599,000	$2,897,537,000	TJU
JEFFPM LLC
1301 SECOND AVENUE	SEATTLE	WA	98101	231352651	INVESTMENTS	DE	$5,386,894	$337,082,899	TJU
JEFFALTS LLC
1301 2ND AVENUE	SEATTLE	WA	98101	231352651	INVESTMENTS	DE	$2,427,070	$107,976,074	TJU
Jefferson Partners Holding LLC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	883537397	INSURANCE	PA	$0	$0	TJU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (46 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
TJUH SYSTEM
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	233026795	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	Yes (true)
THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232829095	HEALTH SVCS.	PA	501(C)(3)	3	TJUH SYSTEM	false
JEFFERSON UNIVERSITY PHYSICIANS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232809585	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	464855345	HEALTH SVCS.	NJ	501(C)(3)	12A	JUP	false
JEFFERSON MEDICAL GROUP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	233026939	HEALTH SVCS.	PA	501(C)(3)	12B	TJUH SYSTEM	false
JEFFERSON CLUB AKA JEFF FACULTY CLUB
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232167488	HEALTH SVCS.	PA	501(c)(3)	12A	TJU	Yes (true)
JEFFERSON MEDICAL CARE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232858320	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
METHODIST ASSOCIATES IN HEALTHCARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232678055	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
METHODIST ASSOC IN HEALTHCARE OF NJ PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223537847	HEALTH SVCS.	NJ	501(c)(3)	12A	MAHC	false
JEFFEX INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622009	HEALTH SVCS.	PA	501(C)(3)	12A	TJUH SYSTEM	false
EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622004	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC	false
WALNUT HOME THERAPEUTICS INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622006	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC	false
SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232214351	REAL ESTATE	PA	501(c)(2)		JEFFEX INC	false
ABINGTON HEALTH
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	271243803	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	Yes (true)
ABINGTON MEMORIAL HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352152	HEALTH SVCS.	PA	501(C)(3)	3	AH	false
LANSDALE HOSPITAL CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	263359979	HEALTH SVCS.	PA	501(c)(3)	3	AH	false
ABINGTON HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232188052	FUNDRAISING	PA	501(C)(3)	7	AH	false
JEFFERSON HEALTH - NORTHEAST SYSTEM
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232239131	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	Yes (true)
JEFFERSON HEALTH - NORTHEAST
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	230596940	HEALTH SVCS.	PA	501(C)(3)	3	JHNES	false
ARIA HEALTH PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232691968	HEALTH SVCS.	PA	501(C)(3)	3	JMG	false
ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	460779942	HEALTH SVCS.	PA	501(C)(3)	10	JMG	false
JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	237318683	FUNDRAISING	PA	501(C)(3)	12A	JHNE	false
PHILADELPHIA UNIVERSITY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352294	EDUCATION	PA	501(C)(3)	2	TJU	Yes (true)
KENNEDY HEALTH SYSTEM INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442036	HEALTH SVCS.	NJ	501(C)(3)	7	TJU	Yes (true)
KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	221773439	HEALTH SVCS.	NJ	501(C)(3)	3	KHS	false
KENNEDY HEALTH CARE FOUNDATION INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	800550282	FUNDRAISING	NJ	501(C)(3)	7	KHS	false
KENNEDY PROPERTY CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442034	REAL ESTATE	NJ	501(C)(3)	12A	KHS	false
STAT MEDICAL TRANSPORT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222443981	HEALTH SVCS.	NJ	501(C)(3)	10	KHS	false
KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442032	HEALTH SVCS.	NJ	501(C)(3)	12A	KHS	false
KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	461420853	HEALTH SVCS.	NJ	501(C)(3)	10	JMG	false
MAGEE REHABILITATION HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231476328	HEALTH SVCS.	PA	501(C)(3)	3	TJU	Yes (true)
ALBERT EINSTEIN HEALTHCARE NETWORK
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232290323	MANAGEMENT	PA	501(C)(3)	12A	TJU	Yes (true)
ALBERT EINSTEIN MEDICAL CENTER
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	231396794	HEALTH SVCS.	PA	501(C)(3)	3	AEHN	false
BCCT OVER CORP
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	231352200	HEALTH SVCS.	PA	501(C)(3)	3	AEHN	false
EINSTEIN COMMUNITY HEALTH ASSOCIATES
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232760086	HEALTH SVCS.	PA	501(C)(3)	12A	AEHN	false
EINSTEIN MEDICAL CENTER MONTGOMERY
559 WEST GERMANTOWN PIKE	EAST NORRITON	PA	19403	204193243	HEALTH SVCS.	PA	501(C)(3)	3	AEHN	false
EINSTEIN PRACTICE PLAN INC
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232664784	HEALTH SVCS.	PA	501(C)(3)	12A	AEHN	false
FORNANCE PHYSICIAN SERVICES INC
1330 POWELL STREET NO 509	NORRISTOWN	PA	19401	232275991	HEALTH SVCS.	PA	501(C)(3)	12A	AEHN	false
GHMC MANAGEMENT INC
101 EAST OLNEY AVENUE	PHILADELPHIA	PA	19120	232225809	MANAGEMENT	PA	501(C)(3)	12A	AEMC	false
MONTGOMERY HEALTH FOUNDATION
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	222456265	FUNDRAISING	PA	501(C)(3)	12B	MHC	false
MONTGOMERY HOSPITAL
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	231352193	HEALTH SVCS.	PA	501(C)(3)	3	AEHN	false
MONTGOMERY HOSPITAL WORKERS COMP TRUST
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232351775	HEALTH SVCS.	PA	501(C)(3)	12A	MHC	false
BROADLINE RISK RETENTION GROUP
100 BANK STREET	BURLINGTON	VT	05401	272583356	INSURANCE	VT	501(C)(3)	12A	AEHN	false
HEALTH PARTNERS PLANS INC
901 MARKET STREET SUITE 500	PHILADELPHIA	PA	19107	232379751	INSURANCE	PA	501(C)(4)		JHNE	false
HEALTH PARTNERS FOUNDATION
901 MARKET STREET SUITE 500	PHILADELPHIA	PA	19107	311674587	FUNDRAISING	PA	501(C)(3)	12A	HPP	false
JUP of NJ KT PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	882234070	Health svcs.	PA	501(C)(3)		TJU	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct
1100 WALNUT ASSOC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232332396	MEDICAL OFFICE	PA	NA
JEFF UNIV RAD ASSOC
840 CRESCENT CTR DR	FRANKLIN	TN	37067	412043518	HEALTH SVCS.	PA	NA
RIVERVIEW SURG CTR LP
3 CRESCENT DR	PHILADELPHIA	PA	19112	263910345	HEALTH SVCS.	PA	NA
RIVERVIEW SURG CTR LLC
3 CRESCENT DR	PHILADELPHIA	PA	19112	263911509	HEALTH SVCS.	PA	NA
ROTHMAN ORTHO SPEC HOSP
11221 ROE AVE	LEAWOOD	KS	66211	270260289	HEALTH SVCS.	PA	NA
JEFFHEDGE LLC
1301 2ND AVE	SEATTLE	WA	98101	453214379	INVESTMENTS	DE	TJU	RELATED	$142,838	-$507,248	false	$0	Yes (true)	0.70984
JUNIATA MED BLD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232450132	MEDICAL OFFICe	PA	NA
TMB ENTERPRISE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232400586	MEDICAL OFFICe	PA	NA
KENNEDY CH SURG
11221 ROE AVE	LEAWOOD	KS	66211	472462625	SURGERY CENTEr	NJ	NA
MLJH LLC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	821445171	MEDICAL SERVIces	PA	NA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd
TJU INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232146678	REAL ESTATE	PA	TJU	C CORP.	$565,473	$1,000,000	1.00000	Yes (true)
WALNUT REALTY CO
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232332416	REAL ESTATE	PA	TJU	C CORP.	$5,712	$10,102	1.00000	Yes (true)
ATRIUM CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232075587	HEALTH SVCS.	PA	TJU	C CORP.	$2,006,971	$2,661,317	1.00000	Yes (true)
HEALTHMARK INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232259593	HEALTH SVCS.	PA	TJU	C CORP.	$0	$0	1.00000	Yes (true)
JEFFCARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232830152	HEALTH SVCS.	PA	TJU	C CORP.	$262,594	$4,261,954	1.00000	Yes (true)
MID-ATLANTIC MATERNAL FETAL INSTITUTE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232922471	INACTIVE	PA	TJU	C CORP.	$0	$0	1.00000	Yes (true)
MID-ATLANTIC MATERNAL FETAL INSTITUTE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223536371	INACTIVE	NJ	TJU	C CORP.	$0	$0	1.00000	Yes (true)
JEFFERSON PHYSICIAN SVCS OF CALIFORNIA
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	371856786	INACTIVE	CA	TJU	C CORP.	$0	$0	1.00000	Yes (true)
925 WALNUT STREET CORP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	841657497	REAL ESTATE	PA	TJU	S CORP.	$0	$14,924,675	1.00000	Yes (true)
SYSTEM SERVICE CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232218944	HOLDING CO.	DE	TJU	C CORP.	$139,714	$11,126,994	1.00000	Yes (true)
TF DEVELOPMENT LTD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232197865	REAL ESTATE	PA	TJU	C CORP.	$4,572,141	$56,328,716	1.00000	Yes (true)
HEALTH CARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	200214524	HEALTH SVCS.	PA	TJU	C CORP.	$648,458	$6,234,327	1.00000	Yes (true)
KENNEDY MANAGEMENT GROUP INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223347294	MANAGEMENT	NJ	TJU	C CORP.	$671,487	$1,596,805	1.00000	Yes (true)
PROFESSIONAL MEDICAL MANAGEMENT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222559690	INACTIVE	NJ	TJU	C CORP.	$0	$0	1.00000	Yes (true)
KENNEDY ACCESS INCORPORATED
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	472661672	INVESTMENTS	NJ	TJU	C CORP.	$0	$0	1.00000	Yes (true)
JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	841980055	HEALTH SVCS.	NJ	TJU	C CORP.	$1,430,550	$3,749,522	1.00000	Yes (true)
CMMC INC
1330 POWELL STREET	NORRISTOWN	PA	19401	232256479	REAL ESTATE	PA	TJU	C CORP.	$706,818	$4,939,529	1.00000	Yes (true)
EINSTEIN HEALTHCARE SYSTEMS INC
101 EAST OLNEY AVENUE	PHILADELPHIA	PA	19120	232314938	INACTIVE	PA	TJU	C CORP.	$0	$1,466,281	1.00000	Yes (true)
REHAB VENTURES INC
1200 WEST TABOR ROAD	PHILADELPHIA	PA	19141	232619394	INACTIVE	PA	TJU	C CORP.	$0	$1,578,863	1.00000	Yes (true)
PARTNERS INSURANCE COMPANY INC
1101 MARKET STREET SUITE 2400	PHILADELPHIA	PA	19107	883557817	INSURANCE	PA	TJU	C CORP.	$0	$0	1.00000	Yes (true)

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	Yes (true)	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART V	FormAndLineReferenceDesc
Explanation	THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THE SYSTEM'S ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.	ExplanationTxt