2025-05-14T13:45:16-05:00 2024-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA PA 191032945 990 2023-07-01 232678055 METHODIST ASSOCIATES IN HEALTHCARE INC % RONALD C KELLER CPA METH 2155038958 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 THOMAS MARCHOZZI ACTING CFO 2155038958 2025-05-15 true true Scott J Mariani P00642486 2155462140 2023 2025-03-06 01:10:19Z JEFFERSON COMMUNITY PHYSICIANS EDMUND PRIBITKIN MD MBA 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 119539825 false X WWW.JEFFERSONHEALTH.ORG X 1992 PA TO PROMOTE, SPONSOR AND RENDER MEDICAL CARE AND OTHER HEALTHCARE SERVICES. 4 0 324 0 0 0 18701 0 98321343 119539825 0 0 0 0 98340044 119539825 0 0 0 0 79050677 91564466 0 0 171206 49918765 57640591 128969442 149205057 -30629398 -29665232 15579420 18799786 265791811 298676604 -250212391 -279876818 X THE CORPORATION SHALL BE OPERATED PRIMARILY FOR THE PURPOSE OF PROMOTING, SPONSORING AND RENDERING MEDICAL CARE AND OTHER HEALTHCARE SERVICES AND ADDITIONALLY: A) TO PROMOTE THE EFFICIENT DELIVERY OF HIGH QUALITY MEDICAL CARE IN THE GEOGRAPHIC AREAS SERVED BY TJUH SYSTEM; B) TO RENDER MEDICAL CARE AND OTHER HEALTH SERVICES, THROUGH DULY LICENSED PHYSICIANS EMPLOYED BY OR OTHERWISE UNDER CONTRACT WITH THE CORPORATION, AND TO PROVIDE MEDICAL, SURGICAL AND OTHER SUPPORT PERSONNEL TO CARE FOR THE SICK, PREVENT DISEASES, CONDUCT RESEARCH AND PROMOTE HEALTH, INCLUDING EDUCATION AND TRAINING OF OTHERS TO ACCOMPLISH THE SAME PURPOSES; C) TO CARRY ON EDUCATIONAL ACTIVITIES RELATED TO THE CARE OF THE SICK OR INJURED PERSONS, INCLUDING THE DELIVERY OF SERVICES BY HOSPITAL-BASED PHYSICIANS; D) TO PROMOTE AND CARRY ON SCIENTIFIC RESEARCH RELATED TO THE CARE OF SICK AND INJURED PERSONS INCLUDING THE DELIVERY OF SERVICES BY HOSPITAL-BASED PHYSICIANS; E) TO TAKE SUCH ACTIONS AND TO PERFORM SUCH ACTS T false false 140095097 0 119539825 EXPENSES INCURRED IN PROVIDING PHYSICIAN SERVICES, PRACTICING MEDICINE AND SURGERY THROUGH DULY LICENSED PHYSICIANS AND SURGEONS IN A MANNER BENEFICIAL TO THE COMMUNITY AND IN FURTHERANCE OF THE CHARITABLE AND EDUCATIONAL PURPOSES OF THOMAS JEFFERSON UNIVERSITY AND THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. 140095097 true false false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true false false false true X 0 0 324 true false false false false false false false false false false false false X 4 0 false true true false true true true true true false false true true true true true true true true false PA X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X GAURAV JAIN MD NEUROSURGEON 55.0 0.0 X 1866703 0 32977 SALIL SHAH MD CARDIOTHORACIC SURGEON 55.0 0.0 X 1558206 0 32977 HEKMAT ZARZOUR MD NEUROSURGEON 55.0 0.0 X 1488241 0 32977 ROBERT ELLIOTT MD NEUROSURGEON 55.0 0.0 X 1354566 0 17557 RAVICHANDRA MADINENI MD NEUROSURGEON 55.0 0.0 X 1161411 0 36978 PATRICK COCKEY DIRECTOR 55.0 0.0 X 0 445161 57405 ANDREW NATHANS TREASURER - DIRECTOR 55.0 0.0 X X 0 368205 62373 DIXIEANNE P JAMES DIRECTOR; EX-OFFICIO 55.0 0.0 X 0 0 0 EDMUND PRIBITKIN MD MBA PRESIDENT - DIRECTOR 55.0 0.0 X X 0 0 0 CRISTINA G CAVALIERI ESQ SECRETARY 60.0 0.0 X 0 0 0 7429127 813366 273244 170 false true false THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 CORPORATE SVCS 9109960 1 0 NET PATIENT SERVICE REVENUE 621111 84257997 84257997 OTHER HEALTHCARE RELATED REVENUE 621111 35281828 35281828 119539825 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 119539825 119539825 X 0 0 0 0 0 0 84887912 80886309 3866766 134837 1479856 1238157 241699 3245731 2715617 530114 1950967 1632323 318644 6156 6156 183700 3725 179975 18162 18162 0 0 0 48040447 46037835 1996205 6407 242690 19476 223195 19 568704 169828 390885 7991 809877 8881 796681 4315 0 1519463 1336460 182972 31 116691 103823 9927 2941 0 123535 117048 6438 49 37576 37576 0 186120 184039 2081 1047085 1047085 ADMINISTRATIVE EXPENSES 2390270 2390270 MEDICAL SUPPLIES 1185524 1185524 REPAIRS & MAINTENANCE 421984 421840 144 DUES & SUBSCRIPTIONS 290909 209325 81342 242 451698 387532 49936 14230 149205057 140095097 8938754 171206 178 100 0 0 0 0 9363849 12604576 0 0 0 0 0 0 672810 535420 2998367 3202752 5108826 3209734 1791312 1899092 0 0 0 0 0 0 199000 199000 553904 358846 15579420 18799786 9152971 11071707 0 0 656674 0 0 0 0 0 0 0 0 0 0 0 255982166 287604897 265791811 298676604 X -250212391 -279876818 0 0 -250212391 -279876818 15579420 18799786 X -29665232 805 X X false true X true false X X 1 THOMAS JEFFERSON UNIVERSITY HOSPITALS INC 232829095 3 true 0 0 1 0 0 true false false false false false false false false false false false false false false true false 1567942 391562 1176380 117700 105825 11875 3423184 2712347 710837 1899092 0 DUE TO AFFILIATES 287250205 RIGHT OF USE LIABILITY 354692 287604897 X X X X false false false false false false false true false SALIL SHAH MD CARDIOTHORACIC SURGEON 1466328 0 90000 0 1878 0 4950 0 28027 0 1591183 0 0 0 GAURAV JAIN MD NEUROSURGEON 745588 0 1093950 0 27165 0 4950 0 28027 0 1899680 0 0 0 HEKMAT ZARZOUR MD NEUROSURGEON 895569 0 248050 0 344622 0 4950 0 28027 0 1521218 0 0 0 ROBERT ELLIOTT MD NEUROSURGEON 758119 0 568737 0 27710 0 0 0 17557 0 1372123 0 0 0 RAVICHANDRA MADINENI MD NEUROSURGEON 739850 0 382126 0 39435 0 4301 0 32677 0 1198389 0 0 0 PATRICK COCKEY DIRECTOR 0 327548 0 106883 0 10730 0 29700 0 27705 0 502566 0 0 ANDREW NATHANS TREASURER - DIRECTOR 0 294271 0 69800 0 4134 0 42900 0 19473 0 430578 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2023 FORMS W-2. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2023 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 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. CORE FORM, PART I, LINES 3 & 4 & PART VI, SECTION A; QS 1A & 1B THE ORGANIZATION IS AN AFFILIATE WITHIN 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 REFLECTED ON CORE FORM, PART I, LINES 3 AND 4 AND ALSO IN PART VI, LINES 1A AND 1B, THERE ARE A TOTAL OF FOUR VOTING MEMBERS ON THE BOARD OF DIRECTORS. OF THESE FOUR VOTING MEMBERS, NONE ARE INDEPENDENT DUE TO THE FACT THAT THEY ARE EMPLOYED BY AN AFFILIATE WITHIN THE SYSTEM AND RECEIVE COMPENSATION IN THEIR RESPECTIVE ROLES. ALTHOUGH THIS FEDERAL FORM 990 SHOWS NO INDEPENDENT BOARD OF DIRECTORS UNDER THE INTERNAL REVENUE SERVICE DEFINITIONS; THIS ORGANIZATION ACTS IN A CHARITABLE TAX-EXEMPT MANNER FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CONTROLLED BY THOMAS JEFFERSON UNIVERSITY; WHICH IS GOVERNED BY A BOARD WHOSE MAJORITY IS COMPRISED OF INDEPENDENT VOTING MEMBERS. CORE FORM, PART V; QUESTION 1A & CORE FORM, PART VII; SECTION B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH ("NETWORK"); 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 FORM 990 REFLECTS THAT NO FORMS 1099 WERE FILED WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION HAS ENTERED INTO A COMMON PAYMASTER AND PAYROLL REPORTING AGENT RELATIONSHIP WITH A RELATED ORGANIZATION, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH"). AS SUCH, TJUH PREPARES AND ISSUES FORMS 1099 TO THESE VENDORS RECEIVING PAYMENTS WHERE APPLICABLE AND FILES THESE FORMS 1099 WITH THE IRS. CORE FORM, PART V; QUESTION 15 SALIL SHAH, M.D., GAURAV JAIN, M.D., HEKMAT ZARZOUR, M.D., ROBERT ELLIOTT, M.D. AND RAVICHANDRA MADINENI, M.D. ARE INCLUDED WITHIN PART VII AND SCHEDULE J OF THE ORGANIZATION'S FEDERAL FORM 990. DRS. SHAH, JAIN, ZARZOUR, ELLIOTT AND MADINENI ARE EMPLOYED PHYSICIANS THAT PROVIDE LICENSED MEDICAL SERVICES. THEIR EMPLOYER WAS NOT REQUIRED TO FILE A FEDERAL FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO THESE INDIVIDUALS BECAUSE NONE OF THEIR RESPECTIVE COMPENSATION WAS ATTRIBUTABLE TO NON-CLINICAL SERVICES, AND THEREFORE WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAX UNDER INTERNAL REVENUE CODE SECTION 4960. DIXIEANNE P. JAMES IS A VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. JAMES ALSO SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. SHE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY AND ALBERT EINSTEIN MEDICAL CENTER; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, ALBERT EINSTEIN MEDICAL CENTER DID NOT FILE A 2023 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 ALBERT EINSTEIN MEDICAL CENTER AND THUS EXEMPT FROM EXCISE TAX AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. EDMUND PRIBITKIN, M.D., MBA IS AN OFFICER AND VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. PRIBITKIN IS ALSO THE PRESIDENT OF JEFFERSON MEDICAL GROUP; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, WHICH IS THE SOLE MEMBER AND CONTROLLING ENTITY OF JEFFERSON UNIVERSITY PHYSICIANS. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH JEFFERSON UNIVERSITY PHYSICIANS. DR. PRIBITKIN PROVIDES LICENSED MEDICAL SERVICES, AS WELL AS NON-CLINICAL SERVICES. ACCORDINGLY, JEFFERSON UNIVERSITY PHYSICIANS filed a 2023 federal form 4720 which included a remittance of excise tax related to his compensation attributable to non-clinical services in excess of $1M. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MS. CAVALIERI'S COMPENSATION IN EXCESS OF $1M. RICHARD J. WEBSTER, RN, MSN is a FORMER OFFICER of this organization's GOVERNING BODY; an uncompensated position. Mr. Webster receiveD a federal form W-2 from Thomas Jefferson University Hospitals, Inc.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His common law employer/employee relationship WAs with Thomas Jefferson University Hospitals, Inc. Accordingly, Thomas Jefferson University Hospitals, Inc. filed a 2023 Federal Form 4720 which included a remittance of excise tax related to Mr. Webster's compensation in excess of $1M. CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN 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") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. TJU'S MAJOR AFFILIATES INCLUDE THOMAS JEFFERSON UNIVERSITY HOSPITAL ("TJUH") AND JEFFERSON UNIVERSITY PHYSICIANS ("JUP"), BOTH INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. TJU, TJUH AND JUP MAY PROVIDE VARIOUS CORPORATE RELATED SERVICES AND/OR PROVIDES CLINICAL AND SUPPORT PERSONNEL TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION. THE SERVICES MAY INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE AND ALSO CLINICAL AND SUPPORT PERSONNEL. THESE COSTS ARE ALLOCATED TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE SERVICES AND PERSONNEL. CORE FORM, PART VI, SECTION A; QUESTION 4 The governing documents of the organization were updated and amended during the year to reflect the reorganization and to ensure governance provisions are consistent across TJU/Jefferson Health affiliates. The organization remains an internal revenue code section 501(c)(3) tax-exempt organization and its ultimate sole member remains Thomas Jefferson University; a related internal revenue code section 501(c)(3) tax-exempt organization. CORE FORM, PART VI, SECTION A; QUESTIONS 6 AND 7 JEFFERSON MEDICAL GROUP ("JMG") IS THE SOLE MEMBER OF THIS ORGANIZATION. Effective with the close of business on June 30, 2024, TJUH system was statutorily merged into Jefferson health Corporation ("JHC") and JHC became the sole member of JMG. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF JHC. ACCORDINGLY, TJU HAS THE ULTIMATE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B The organization is an affiliate within 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 made available to each voting member of the organization's governing body prior to filing of the form 990 with the Internal Revenue Service ("IRS"). As part of the tax return preparation process the organization 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 system 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 CPA firm made a presentation to the Thomas Jefferson University's finance, assurance & compliance 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 AN AFFILIATE WITHIN 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 CONFLICT-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 HE OR SHE 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 AND ISSUES 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 TJU'S 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 AN AFFILIATE WITHIN 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. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT 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'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 RELATED ORGANIZATIONS. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF DIRECTORS. CORE FORM, PART VII AND SCHEDULE J DIXIEANNE P. JAMES IS A VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. JAMES ALSO SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FORM 990 FOR THIS INFORMATION. EDMUND PRIBITKIN, M.D., MBA IS A VOTING MEMBER/OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. PRIBITKIN IS ALSO THE PRESIDENT OF JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH JEFFERSON UNIVERSITY PHYSICIANS. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE JEFFERSON UNIVERSITY PHYSICIANS (EIN: 23-2809585) FEDERAL FORM 990. PLEASE REFER TO THE JEFFERSON UNIVERSITY PHYSICIANS FEDERAL FORM 990 FOR THIS INFORMATION. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. RICHARD J. WEBSTER, RN, MSN IS A FORMER OFFICER OF THE ORGANIZATION'S GOVERNING BODY. MR. WEBSTER RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. (EIN: 23-2829095) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. FEDERAL FORM 990 FOR THIS INFORMATION. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN 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'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). CERTAIN BOARD OF TRUSTEE MEMBERS 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 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, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION - $805. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN 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'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2024, AND JUNE 30, 2023; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TJU'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. FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:38387278 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN FEES TOTAL FEES:8713471 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:431728 FORM 990 PART IX LINE 11G DESCRIPTION:BILLING/COLLECTION FEES TOTAL FEES:287666 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:220304 ABINGTON HEALTH 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 271243803 HEALTH SVCS. PA 501(C)(3) 12B TJU false ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232188052 FUNDRAISING PA 501(C)(3) 7 JHC false ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352152 HEALTH SVCS. PA 501(C)(3) 3 JHC false ALBERT EINSTEIN MEDICAL CENTER 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231396794 HEALTH SVCS. PA 501(C)(3) 3 JHC false ARIA HEALTH ORTHOPAEDICS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 460779942 HEALTH SVCS. PA 501(C)(3) 10 JMG false ARIA HEALTH PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232691968 HEALTH SVCS. PA 501(C)(3) 3 JMG false BCCT OVER CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352200 HEALTH SVCS. PA 501(C)(3) 3 JHC false BROADLINE RISK RETENTION GROUP 100 BANK STREET BURLINGTON VT 05401 272583356 INSURANCE VT 501(C)(3) 12A JHC false EINSTEIN COMMUNITY HEALTH ASSOCIATES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232760086 HEALTH SVCS. PA 501(C)(3) 12A JHC false EINSTEIN MEDICAL CENTER MONTGOMERY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 204193243 HEALTH SVCS. PA 501(C)(3) 3 JHC false EINSTEIN PRACTICE PLAN INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232664784 HEALTH SVCS. PA 501(C)(3) 12A JHC false EMERGENCY TRANSPORT ASSOCIATES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622004 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false FORNANCE PHYSICIAN SERVICES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232275991 HEALTH SVCS. PA 501(C)(3) 12A JHC false GHMC MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232225809 MANAGEMENT PA 501(C)(3) 12A AEMC false HEALTH PARTNERS FOUNDATION 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 311674587 FUNDRAISING PA 501(C)(3) 12A HPP false HEALTH PARTNERS PLANS INC 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 232379751 INSURANCE PA 501(C)(4) JHNE false JEFFERSON CLUB AKA JEFF FACULTY CLUB 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232167488 HEALTH SVCS. PA 501(c)(3) 12A TJU false JEFFERSON HEALTH - NORTHEAST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 230596940 HEALTH SVCS. PA 501(C)(3) 3 JHC false JEFFERSON HEALTH - NORTHEAST FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 237318683 FUNDRAISING PA 501(C)(3) 12A JHNE false JEFFERSON HEALTH - NORTHEAST SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232239131 HEALTH SVCS. PA 501(C)(3) 12B TJU false JEFFERSON HEALTH CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232290323 MANAGEMENT PA 501(C)(3) 12A TJU false JEFFERSON MEDICAL CARE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232858320 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON MEDICAL GROUP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026939 HEALTH SVCS. PA 501(C)(3) 12B JHC 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 JEFFEX INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622009 HEALTH SVCS. PA 501(C)(3) 12A JHC false JUP of NJ - KTS PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 882234070 Health svcs. PA 501(C)(3) TJU false KENNEDY HEALTH CARE FOUNDATION INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 800550282 FUNDRAISING NJ 501(C)(3) 7 KUH false KENNEDY HEALTH FACILITIES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442032 HEALTH SVCS. NJ 501(C)(3) 12A JHC false KENNEDY HEALTH SYSTEM INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442036 HEALTH SVCS. NJ 501(C)(3) 10 TJU false KENNEDY MEDICAL GROUP PRACTICE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 461420853 HEALTH SVCS. NJ 501(C)(3) 10 JMG false KENNEDY PROPERTY CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442034 REAL ESTATE NJ 501(C)(3) 12A JHC false KENNEDY UNIVERSITY HOSPITAL INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 221773439 HEALTH SVCS. NJ 501(C)(3) 3 JHC false LANSDALE HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263359979 HEALTH SVCS. PA 501(c)(3) 3 JHC 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 true MONTGOMERY HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222456265 FUNDRAISING PA 501(C)(3) 12B MHC false MONTGOMERY HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352193 HEALTH SVCS. PA 501(C)(3) 3 JHC false MONTGOMERY HOSPITAL WORKERS COMP TRUST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232351775 HEALTH SVCS. PA 501(C)(3) 12A MHC false PHILADELPHIA UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352294 EDUCATION PA 501(C)(3) 2 TJU false STAT MEDICAL TRANSPORT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222443981 HEALTH SVCS. NJ 501(C)(3) 10 JHC false SUTHBREIT PROPERTIES LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232214351 REAL ESTATE PA 501(c)(2) JEFFEX INC false THE MAGEE MEM'L HOSP FOR CONVALESCENTS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231476328 HEALTH SVCS. PA 501(C)(3) 3 JHC false THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352651 EDUCATION PA 501(C)(3) 2 NA false THOMAS JEFFERSON UNIVERSITY HOSPITALS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232829095 HEALTH SVCS. PA 501(C)(3) 3 JHC false TJUH SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026795 HEALTH SVCS. PA 501(C)(3) 12B TJU false WALNUT HOME THERAPEUTICS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622006 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false 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 JEFFHEDGE LLC 1301 2ND AVE SEATTLE WA 98101 453214379 INVESTMENTS DE NA JUNIATA MED BLD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232450132 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 RIVERVIEW SURG CTR LLC 3 CRESCENT DR PHILADELPHIA PA 19112 263911509 HEALTH SVCS. PA NA RIVERVIEW SURG CTR LP 3 CRESCENT DR PHILADELPHIA PA 19112 263910345 HEALTH SVCS. PA NA ROTHMAN ORTHO SPEC HOSP 11221 ROE AVE LEAWOOD KS 66211 270260289 HEALTH SVCS. PA NA TMB ENTERPRISE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232400586 MEDICAL OFFICE PA NA 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841657497 REAL ESTATE PA NA S CORP. false ATRIUM CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232075587 HEALTH SVCS. PA NA C CORP. false CMMC INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232256479 REAL ESTATE PA NA C CORP. false EINSTEIN HEALTHCARE SYSTEMS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232314938 INACTIVE PA NA C CORP. false HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 200214524 HEALTH SVCS. PA NA C CORP. false HEALTHMARK INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232259593 HEALTH SVCS. PA NA C CORP. false JEFFCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232830152 HEALTH SVCS. PA NA C CORP. false JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841980055 HEALTH SVCS. NJ NA C CORP. false JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 371856786 INACTIVE CA NA C CORP. false KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 472661672 INVESTMENTS NJ NA C CORP. false KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223347294 MANAGEMENT NJ NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232922471 INACTIVE PA NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223536371 INACTIVE NJ NA C CORP. false PARTNERS INSURANCE COMPANY OF NJ 1101 MARKET STREET SUITE 2400 PHILADELPHIA PA 19107 111111111 INSURANCE NJ NA C CORP. false PARTNERS INSURANCE COMPANY INC 1101 MARKET STREET SUITE 2400 PHILADELPHIA PA 19107 883557817 INSURANCE PA NA C CORP. false PROFESSIONAL MEDICAL MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222559690 INACTIVE NJ NA C CORP. false REHAB VENTURES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232619394 INACTIVE PA NA C CORP. false SYSTEM SERVICE CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232218944 HOLDING CO. DE NA C CORP. false TF DEVELOPMENT LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232197865 REAL ESTATE PA NA C CORP. false TJU INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232146678 REAL ESTATE PA NA C CORP. false WALNUT REALTY CO 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332416 REAL ESTATE PA NA C CORP. false false false false false false false false false false true false false false false true true false true false SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. 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. THESE 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.