2025-05-14T14:12:01-04:00 2024-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2023-07-01 232290323 JEFFERSON HEALTH CORPORATION F/K/A ALBERT EINSTEIN HEALTHCARE NETWORK % RONALD C KELLER CPA JEFF 2154566760 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 THOMAS MARCHOZZI ACTING CFO 2159554773 2025-05-15 true true Scott J Mariani P00642486 2155462140 2023 2025-03-06 01:10:19Z X X DIXIEANNE P JAMES 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 25911418 false X www.jeffersonhealth.org X 1984 PA SUPPORT ORGANIZATIONS THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH QUALITY HEALTH CARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES. 17 14 0 14 0 0 75000 0 42162004 24630567 532629 814109 458480 466742 43228113 25911418 621 0 0 0 0 0 0 0 1099005 51119084 26820394 51119705 26820394 -7891592 -908976 32942910 76403292 29655259 63646670 3287651 12756622 X THE ORGANIZATION'S CHARITABLE PURPOSES ARE TO SUPPORT THOSE SYSTEM ORGANIZATIONS AND THEIR AFFILIATES THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH-QUALITY HEALTHCARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY AND DELAWARE. THE SYSTEM SERVES THESE INDIVIDUALS AND OTHERS WITH HEALTHCARE PROGRAMS AND SERVICES RANGING FROM COMMUNITY HEALTH EDUCATION AND PREVENTIVE MEDICINE TO COMPLEX AND SPECIALIZED CARE REQUIRING ADVANCED TECHNOLOGY AND HIGHLY EXPERT STAFF. THE SYSTEM ENTHUSIASTICALLY EMBRACES ITS SPECIAL RESPONSIBILITY TO THE MOST VULNERABLE RESIDENTS IN ITS PRIMARY SERVICE AREA AND SURROUNDING COMMUNITIES. THE SYSTEM CARES FOR AND TREATS ANY PERSON REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR THE ABILITY TO PAY. THE SYSTEM'S EDUCATIONAL COMMITMENT INCLUDES PROVIDING HEALTH EDUCATION TO THE COMMUNITY, AND TRAINING AND EDUCATING MEDICAL SCHOOL STUDENTS, GRADUATE AND PRACTICING PHYSICIA false false 25721389 0 24630567 THE ALBERT EINSTEIN HEALTHCARE NETWORK PARENT CORPORATION PROVIDES HEALTH EDUCATION; HEALTH PROMOTION AND FUNDRAISING ACTIVITIES; CONDUCTS HEALTH SYSTEM WIDE PLANNING; ESTABLISHES OVERALL GOALS; AND OVERSEES FUND MANAGEMENT. THE ENTITY ALSO PROVIDES ADMINISTRATIVE AND GENERAL SERVICES FOR WHICH ITS RELATED MEMBER ORGANIZATIONS PAY A MANAGEMENT FEE. 25721389 true false false true false false false false false true true false true true true false false true false false false false false false false false false false false false false false false false false false false false false false false false true true true true false false true X 0 0 0 false false false false false false false false false false false false X 17 14 true false true false true true true true true false false true true true true true true true true true true AL AK AZ AR CA CO CT DC GA IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X LEWIS I GANTMAN ESQ CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 GEOFFREY M DUFFINE ESQ VICE CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 MARINA KATS ESQ VICE CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 CAROLE S BEN-MAIMON MD TRUSTEE 5.0 0.0 X 0 0 0 STEVEN BERK ESQ TRUSTEE 5.0 0.0 X 0 0 0 ALBERTO ESQUENAZI MD TRUSTEE 55.0 0.0 X 0 0 0 JOSHUA S GROSS TRUSTEE 5.0 0.0 X 0 0 0 DIXIEANNE P JAMES TRUSTEE - PRES. CENTRAL REGION 55.0 0.0 X X 0 0 0 SUSAN KLINE KLEHR TRUSTEE 5.0 0.0 X 0 0 0 ALISON KORMAN FELDMAN TRUSTEE 5.0 0.0 X 0 0 0 JOHN P KORMAN TRUSTEE 5.0 0.0 X 0 0 0 MATTHEW S LEVITTIES TRUSTEE 5.0 0.0 X 0 0 0 ROBERT J LIPSTEIN TRUSTEE 5.0 0.0 X 0 0 0 LAWRENCE S REICHLIN TRUSTEE 5.0 0.0 X 0 0 0 RICHARD C SHEERR TRUSTEE 5.0 0.0 X 0 0 0 STEVEN L SIVAK MD TRUSTEE - CMO 55.0 0.0 X X 0 0 0 RICHARD A WOLFSON TRUSTEE 5.0 0.0 X 0 0 0 CRISTINA G CAVALIERI ESQ SECRETARY 60.0 0.0 X 0 0 0 JOHN P MORDACH TREASURER 60.0 0.0 X 0 0 0 BETH DUFFY PRESIDENT - EMCM 55.0 0.0 X 0 0 0 ROHIT GULATI MD EVP & CHIEF MEDICAL OFFICER 55.0 0.0 X 0 0 0 0 0 0 0 false false false SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 FOOD SVCS/CATERING 5190495 PHILADELPHIA GASTROENTEROLOGY CONSU 700 COTTMAN AVENUE SUITE 201 PHILADELPHIA PA 19111 MEDICAL 2359058 PFS GROUP 2600 NORTH LOOP WEST SUITE 150 HOUSTON TX 77092 CLAIMS MANAGEMENT 1582078 GME SOLUTIONS 3505 HART AVE SUITE 201 ROSEMEAD CA 91770 CLAIMS MANAGEMENT 1425843 ACCUITY DELIVERY SYSTEMS LLC MAIL CODE 7335 PO BOX 7247 PHILADELPHIA PA 19170 BILLING & COLLECTION 1133958 35 0 MANAGEMENT FEES 541900 23735000 23735000 OTHER PROGRAM SERVICE REVENUE 541900 895567 895567 24630567 609209 0 609209 0 0 466742 466742 0 466742 466742 204900 204900 204900 204900 0 0 0 0 0 0 0 0 0 0 25911418 24630567 0 1280851 0 0 0 0 0 0 0 0 0 0 34169 34169 1749508 1749508 0 275327 275327 0 0 8802950 8753192 0 49758 0 102490 47357 55133 1481109 1481109 0 823047 823047 111014 105774 5240 0 7515 4915 2600 71 71 0 34443 34443 0 ALLOCATION OF PERSONNEL COST 10974550 10104792 0 869758 REPAIRS & MAINTENANCE 295107 295107 0 0 MEMBERSHIPS AND DUES 150449 148639 0 1810 MEDICAL SUPPLIES 8468 8468 0 0 1970177 1855471 114706 26820394 25721389 0 1099005 X 0 0 0 0 0 0 36133 -581676 0 0 0 0 0 0 0 0 241721 846345 3827646 424867 3437222 3402779 0 0 0 0 18358328 25318327 0 0 10869506 47417517 32942910 76403292 20194354 16007945 0 0 500038 500038 0 0 0 0 0 0 52073 0 0 0 8908794 47138687 29655259 63646670 X 3287651 12756622 0 0 3287651 12756622 32942910 76403292 X -908976 1344725 9033222 X X false true X true false X X 1 THOMAS JEFFERSON UNIVERSITY 231352651 2 true 0 0 1 0 0 true false false false false false false false false false false false false false false true true true X true true SCHEDULE A, PART IV, SECTION D; QUESTION 3 JEFFERSON HEALTH CORPORATION ("JHC") IS A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY ("TJU"). TJU HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS IN ACCORDANCE WITH ARTICLE 2.3 AND THE SOLE MEMBER'S RESERVED POWERS WITHIN JHC'S AMENDED AND RESTATED BYLAWS. SCHEDULE A, PART IV, SECTION E; QUESTIONS 2A & 2B JHC IS A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF TJU; AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). JHC'S ACTIVITIES ARE DONE FOR THE BENEFIT OF TJU; ITS SOLE MEMBER; AND ALL THE TAX-EXEMPT AFFILIATES WITHIN THE TJU SYSTEM; INCLUDING BUT NOT LIMITED TO, THE TAX-EXEMPT MEMBERS WITHIN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING AND MONTGOMERY HOSPITAL. THE TJU SYSTEM IS A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS PROVIDED FOR IN ARTICLE I, SECTION 1.2 OF THE ORGANIZATION'S BYLAWS, THE PURPOSE OF JHC IS TO "OPERATE (A) EXCLUSIVELY (WITHIN THE MEANING OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE")) FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES BENEFITTING, PERFORMING THE FUNCTIONS OF, AND/OR CARRYING OUT THE PURPOSES OF THE ENTITIES OVER WHICH THE CORPORATION IS THE SOLE MEMBER OR EQUITY HOLDER OR EXERCISES GOVERNANCE CONTROL (THE "SUBSIDIARIES") AND SUCH OTHER PUBLICLY SUPPORTED ORGANIZATIONS AS QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) AND SECTIONS 509(A)(1) OR (2) OF THE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE, AND (B) AS PART OF THE NONPROFIT INTEGRATED ACADEMIC MEDICAL CENTER AND UNIFIED HEALTH CARE SYSTEM GOVERNED BY THOMAS JEFFERSON UNIVERSITY, A PENNSYLVANIA NONPROFIT CORPORATION." AS OUTLINED ABOVE JHC'S ACTIVITIES FURTHER THE CHARITABLE TAX-EXEMPT PURPOSES OF TJU AND THE TJU SYSTEM WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. false true false false false false false false true 275327 275327 false false SCHEDULE C, PART II-B; LINE 1I DURING THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION PAID AN INDEPENDENT OUTSIDE LOBBYING FIRM A TOTAL OF $245,668 FOR LOBBYING ON A FEDERAL, STATE AND LOCAL LEVEL RELATED TO MEDICARE, MEDICAID AND OTHER HEALTHCARE LEGISLATIVE MATTERS IMPACTING ITS AFFILIATES INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING AND THEIR PATIENTS AND SURROUNDING COMMUNITY. ADDITIONALLY, THE ORGANIZATION'S AFFILIATES INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING ARE MEMBERS OF THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. 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 $4,528 DURING THE FISCAL YEAR ENDED JUNE 30, 2024. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO CERTAIN SENIOR MANAGEMENT PERSONNEL TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTS TO $25,131 DURING THE FISCAL YEAR ENDED JUNE 30, 2024. 16032669 5905127 1564939 982855 22519880 15180555 852114 16032669 16547677 -1367122 15180555 12853448 3694229 16547677 13096795 -243347 12853448 1.00000 true true true 871300 871300 2828451 403964 2424487 65875 20903 44972 62020 62020 3402779 INVESTMENTS IN SUBSIDIARIES 0 C INSTITUTIONAL INVESTMENTS 25318327 F 25318327 RIGHT OF USE ASSET 41287731 DUE FROM AFFILIATES 4544119 INSURANCE RECEIVABLE 1569000 OTHER ASSETS 16667 47417517 0 RIGHT OF USE LIABILITIES 46393073 OTHER LIABILITIES 745614 47138687 SCHEDULE D, PART V; LINE 4 ENDOWMENTS - TRUE ENDOWMENT FUNDS ESTABLISHED BY DONOR GIFTS AND MAINTAINED TO PROVIDE A PERMANENT SOURCE OF INCOME, GENERALLY STIPULATING THAT THE PRINCIPAL MUST BE INVESTED AND KEPT INTACT PERPETUALLY WHILE THE INCOME GENERATED MAY BE USED BY THE ORGANIZATION. PERPETUAL TRUSTS - THESE ARE FUNDS HELD BY OUTSIDE TRUSTEES IN TRUST ACCOUNTS FOR WHICH ALBERT EINSTEIN MEDICAL CENTER IS NAMED AS BENEFICIARY. THE DISTRIBUTIONS FROM THESE FUNDS SUPPORT THE OPERATIONS OF THE ORGANIZATION. TEMPORARILY RESTRICTED FUNDS - USED FOR PURPOSES SPECIFIED BY DONORS. ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FUTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. 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. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2024, AND JUNE 30, 2023; 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 APPROXIMATELY 1,300 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. These shortfalls resulted from unfavorable market fluctuations that occurred shortly after the investment of new contributions to endowment and continued appropriation for certain programs that was deemed prudent by TJU. The historical value of these funds were $38.5 million and $59.1 million as of June 30, 2024 and 2023, respectively. The current value of these funds are $36.3 million and $55.4 million as of June 30, 2024 and 2023, respectively. 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. In accordance with the Pennsylvania Act, TJU's calculation of spendable income for endowment funds was based on 7% of a calculated three-year average for 2024 and 2023. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS JEFFERSON HEALTH CORPORATION (F/K/A ALBERT EINSTEIN HEALTHCARE NETWORK) IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THIS ORGANIZATION IS A SUPPORTING ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY ("TJU") AND IS GOVERNED BY AND PART OF THE TJU/JEFFERSON HEALTH INTEGRATED HEALTHCARE DELIVERY SYSTEM (SYSTEM) WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS THE SOLE MEMBER OF THE SYSTEM'S TAX-EXEMPT HOSPITALS AND VARIOUS OTHER SYSTEM CLINICAL ENTITIES. THE ORGANIZATION'S CHARITABLE PURPOSES ARE TO SUPPORT THOSE SYSTEM ORGANIZATIONS AND THEIR AFFILIATES THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH-QUALITY HEALTHCARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY AND DELAWARE. THE SYSTEM SERVES THESE INDIVIDUALS AND OTHERS WITH HEALTHCARE PROGRAMS AND SERVICES RANGING FROM COMMUNITY HEALTH EDUCATION AND PREVENTIVE MEDICINE TO COMPLEX AND SPECIALIZED CARE REQUIRING ADVANCED TECHNOLOGY AND HIGHLY EXPERT STAFF. THE SYSTEM ENTHUSIASTICALLY EMBRACES ITS SPECIAL RESPONSIBILITY TO THE MOST VULNERABLE RESIDENTS IN ITS PRIMARY SERVICE AREA AND SURROUNDING COMMUNITIES. THE SYSTEM CARES FOR AND TREATS ANY PERSON REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR THE ABILITY TO PAY. THE SYSTEM'S EDUCATIONAL COMMITMENT INCLUDES PROVIDING HEALTH EDUCATION TO THE COMMUNITY, AND TRAINING AND EDUCATING MEDICAL SCHOOL STUDENTS, GRADUATE AND PRACTICING PHYSICIANS, AND OTHER HEALTHCARE PROFESSIONALS. THE SYSTEM ALSO SUPPORTS CLINICAL RESEARCH FOR THE PURPOSE OF ENHANCING THE QUALITY OF PATIENT CARE AND ADVANCING THE SCIENCE OF MEDICINE. 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 five TOP FIVE INDEPENDENT CONTRACTORS FOR SERVICES AND REPORTS THAT NO FORMS 1099 WERE FILED WITH THE INTERNAL REVENUE SERVICE ("IRS"). ALBERT EINSTEIN MEDICAL CENTER ("AEMC"), A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION PAYS ALL OUTSTANDING ACCOUNTS PAYABLE INVOICES ON BEHALF OF THIS ORGANIZATION. IN CONJUNCTION WITH THIS SERVICE, AEMC ALSO PREPARES AND ISSUES FORMS 1099 TO THESE VENDORS RECEIVING PAYMENTS WHERE APPLICABLE AND FILES THESE FORMS 1099 WITH THE IRS. AEMC ALLOCATES THESE PAYMENTS TO THE ORGANIZATION VIA AN INTERCOMPANY ACCOUNT. CORE FORM 990, PART V, LINE 2A AND CORE FORM, PART IX, LINE 24 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. JEFFERSON HEALTH CORPORATION ("JHC") HAS ENTERED INTO A COMMON PAYMASTER AND PAYROLL REPORTING AGENT RELATIONSHIP WITH A RELATED ORGANIZATION, ALBERT EINSTEIN MEDICAL CENTER ("AEMC"). AS SUCH, AEMC ISSUES ALL REQUIRED FORMS W-2 RELATED TO THE EMPLOYEES OF JHC. CORE FORM, PART V, QUESTION 15 DIXIEANNE P. JAMES IS AN OFFICER/TRUSTEE 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. MS. JAMES 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. 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. JOHN P. MORDACH IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH 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. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2023 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. Kenneth D. Levitan is a Former Officer/voting member of this organization's governing body. Prior to his termination on March 18, 2023, Mr. Levitan served as the president and chief executive officer of Albert Einstein Healthcare Network. Mr. Levitan received a Form W-2 from albert einstein medical center; a related internal revenue code section 501(c)(3) tax-exempt organization under a common paymaster arrangement. Accordingly, albert einstein medical center filed a 2023 federal form 4720 which included a remittance of excise tax related to mr. Levitan's compensation in excess of $1m. CORE FORM, PART VI, SECTION A; QUESTION 2 Alison Korman Feldman and John P. Korman - business and family relationship. CORE FORM, PART VI, SECTION A; QUESTION 4 EFFECTIVE, JUNE 30, 2024, ALBERT EINSTEIN HEALTHCARE NETWORK CHANGED ITS NAME TO JEFFERSON HEALTH CORPORATION. THE ORGANIZATION'S CERTIFICATE OF INCORPORATION AND BYLAWS WERE AMENDED AND RESTATED TO REFLECT THIS CHANGE. In addition, effective with the close of business June 30, 2024, the organization became the sole corporate member of various Thomas Jefferson University/Jefferson Health related Internal Revenue Code Section 501(c)(3) tax-exempt organizations including the tax-exempt hospitals within Thomas Jefferson University/Jefferson Health. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF THIS ORGANIZATION. TJU HAS THE 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 SYSTEM 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 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 ALBERTO ESQUENAZI, M.D. AND STEVEN L. SIVAK, M.D. ARE VOTING MEMBERS OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. ESQUENAZI AND DR. SIVAK RECEIVE A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, THEIR 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. DIXIEANNE P. JAMES IS AN OFFICER/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. 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 THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING 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 IS 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. JOHN P. MORDACH IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH 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. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS 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. BETH DUFFY AND ROHIT GULATI ARE OFFICERS OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. THESE INDIVIDUALS RECEIVE A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, THEIR 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. Kenneth D. Levitan, a former officer of this organization, RECEIVED A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, HIS 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. Gerard F. Blaney, a former officer of this organization, RECEIVED A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, THEIR 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. Penny J. Rezet, Esq., a former officer of this organization, RECEIVED A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. 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. 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 - $144,852; - CHANGE IN PENSION LIABILITY - $2,888,370; AND - DISTRIBUTIONS FROM NON-CONTROLLING INTEREST - $6,000,000. 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:BILLING & COLLECTION FEES TOTAL FEES:5845079 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:1724934 FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:1232937 EINSTEIN CARE PARTNERS LLC 3300 HENRY AVE FALLS 2 PHILADEPHIA PA 19121 821548407 MANAGEMENT PA 0 0 AEHN 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 true ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352152 HEALTH SVCS. 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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 PA 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 false true true false false false false false false 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.