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THOMAS JEFFERSON UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
THOMAS JEFFERSON UNIVERSITY (EIN 23-1352651)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-14
IRS object ID
202501349349311680
Schema version
2023v6.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-14T16:55:57-04:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WithumSmithBrown PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET STE 1710AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352651EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS JEFFERSON UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RONALD C KELLER CPAInCareOfNm
Business Name ControlTHOMBusinessNameControlTxt
Phone2155038344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 MARKET STREET SUITE 2004AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTHOMAS MARCHOZZIPersonNm
Person TitleCFOPersonTitleTxt
Phone2159554773PhoneNum
Signature2025-05-08SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott J MarianiPreparerPersonNm
PTINP00642486PTIN
Phone2155462140PhoneNum
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJOSEPH G CACCHIONE MDFACCPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 MARKET ST STE 2004AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,633,302,827GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEFFERSON.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1824FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionIMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body20VotingMembersGoverningBodyCnt
Voting Members Independent19VotingMembersIndependentCnt
Total Employee7711TotalEmployeeCnt
Total Volunteers2558TotalVolunteersCnt
Total Gross UBI$2,184,929TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$223,785NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$51,229,318PYContributionsGrantsAmt
CY Contributions Grants$44,702,851CYContributionsGrantsAmt
PY Program Service Revenue$1,595,688,525PYProgramServiceRevenueAmt
CY Program Service Revenue$1,551,148,170CYProgramServiceRevenueAmt
PY Investment Income$19,777,297PYInvestmentIncomeAmt
CY Investment Income$14,041,663CYInvestmentIncomeAmt
PY Other Revenue-$557,331PYOtherRevenueAmt
CY Other Revenue$3,356,599CYOtherRevenueAmt
PY Total Revenue$1,666,137,809PYTotalRevenueAmt
CY Total Revenue$1,613,249,283CYTotalRevenueAmt
PY Grants And Similar Paid$35,563,875PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$42,297,315CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$877,191,863PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$926,301,543CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,057,514CYTotalFundraisingExpenseAmt
PY Other Expenses$736,737,538PYOtherExpensesAmt
CY Other Expenses$700,960,821CYOtherExpensesAmt
PY Total Expenses$1,649,493,276PYTotalExpensesAmt
CY Total Expenses$1,669,559,679CYTotalExpensesAmt
PY Revenues Less Expenses$16,644,533PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$56,310,396CYRevenuesLessExpensesAmt
Total Assets BOY$4,738,692,430TotalAssetsBOYAmt
Total Assets EOY$5,080,196,016TotalAssetsEOYAmt
Total Liabilities BOY$3,769,696,029TotalLiabilitiesBOYAmt
Total Liabilities EOY$4,019,652,022TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$968,996,401NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,060,543,994NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHOMAS 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,613,581,033ExpenseAmt
Grant$42,288,687GrantAmt
Revenue$1,551,148,170RevenueAmt
DescEXPENSES 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$1,613,581,033TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document1299IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee7711EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountYes (true)ForeignFinancialAccountInd
Foreign CountryITForeignCountryCd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members20GoverningBodyVotingMembersCnt
Independent Voting Member19IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRONALD C KELLER CPAPersonNm
Phone2155038344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 MARKET STREET STE 2004AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeInd
JOSEPH G CACCHIONEMDFACC
TRUSTEE - CEO TJU/JEFF HEALTH60.00.0Yes (X)Yes (X)$5,674,228$0$73,702
BRUCE A MEYER MD MBA
FORMER KEY EMPLOYEE0.00.0$2,817,454$0$18,488Yes (X)
SRINIVAS PRASAD MD MS
PROFESSOR & PHYSICIAN55.00.0$59,932$2,577,187$49,774Yes (X)
PETER L DEANGELIS JR
FORMER OFFICER0.00.0$2,621,299$0$62,405Yes (X)
JACK JALLO MD PHD
PROFESSOR & PHYSICIAN55.00.0$318,245$2,245,015$96,877Yes (X)
Baligh R YehiaMDMPPMSc
PRESIDENT JEFFERSON HEALTH55.00.0$2,327,969$0$10,379Yes (X)
JOSHUA HELLER MD
PROFESSOR & PHYSICIAN55.00.0$60,002$2,120,184$69,848Yes (X)
ROBERT H ROSENWASSER MD
PROFESSOR & PHYSICIAN55.00.0$1,775,562$281,823$91,285Yes (X)
MICHAEL REID GOOCH MD
PROFESSOR & PHYSICIAN55.00.0$47,997$2,008,484$64,052Yes (X)
CRISTINA G CAVALIERI ESQ
SEC - EVP, CHIEF LEGAL COUNSEL60.00.0Yes (X)$2,011,424$0$62,704
STEPHEN K KLASKO MD MBA
FORMER OFFICER0.00.0$2,015,000$0$0Yes (X)
MARK L TYKOCINSKI MD
FORMER KEY EMPLOYEE0.00.0$1,853,582$0$65,726Yes (X)
MARK M WHALEN
EVP, CSO & CAO55.00.0Yes (X)$1,227,107$0$47,805
LAURENCE M MERLIS
FORMER KEY EMPLOYEE0.00.0$1,220,433$0$18,396Yes (X)
JOHN P MORDACH
TREASURER - EVP & CFO60.00.0Yes (X)$1,174,158$0$27,717
CLAYTON FITZHUGH
EVP, CHIEF HR OFF. (TERM 7/23)55.00.0$1,124,607$0$49,224Yes (X)
KATHLEEN GALLAGHER
EVP, COO TJU (TERM 7/23)55.00.0Yes (X)$1,081,924$0$62,638
MICHAEL B WALSH
SVP, FIN TJU & JH (term 8/23)55.00.0$0$963,753$13,356Yes (X)
STEPHEN T SMITH
EVP, CAO55.00.0$879,732$0$85,927Yes (X)
LISA SATTESON SHRM-SCP
EVP, CHIEF HR OFFicer55.00.0$708,087$0$82,356Yes (X)
ELIZABETH DALE EDD MPA
FORMER KEY EMPLOYEE0.00.0$537,585$0$1,003Yes (X)
JOHN C EKARIUS
FORMER KEY EMPLOYEE0.00.0$516,318$0$6,851Yes (X)
SUSAN C ALDRIDGE PHD
PRESIDENT TJU55.00.0$460,317$0$8,669Yes (X)
PATRICIA D WELLENBACH
CHAIR - TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
LESLIE J MCNAMARA
VICE CHAIR - TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
MICHAEL E SNEED
VICE CHAIR - TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
ROBERT S ADELSON ESQ
TRUSTEE5.00.0Yes (X)$0$0$0
STEPHEN P CRANE
TRUSTEE5.00.0Yes (X)$0$0$0
MIMI DRAKE
TRUSTEE5.00.0Yes (X)$0$0$0
JOHN J FUNG MD PHD
TRUSTEE5.00.0Yes (X)$0$0$0
LEA D KNIGHT
TRUSTEE5.00.0Yes (X)$0$0$0
MATTHEW S LEVITTIES
TRUSTEE5.00.0Yes (X)$0$0$0
ANDREW J MORRISROE
TRUSTEE5.00.0Yes (X)$0$0$0
DEBRA L NESS
TRUSTEE5.00.0Yes (X)$0$0$0
TIM O'ROURKE
TRUSTEE5.00.0Yes (X)$0$0$0
MELANIE M PENNA
TRUSTEE5.00.0Yes (X)$0$0$0
LAWRENCE S REICHLIN
TRUSTEE5.00.0Yes (X)$0$0$0
RICHARD T RILEY
TRUSTEE5.00.0Yes (X)$0$0$0
RAMONA ROGERS-WINDSOR
TRUSTEE5.00.0Yes (X)$0$0$0
RICHARD C SHEERR
TRUSTEE5.00.0Yes (X)$0$0$0
JOHN P SILVESTRI
TRUSTEE5.00.0Yes (X)$0$0$0
TRISTA M WALKER
TRUSTEE5.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$30,512,962TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$10,196,446TotReportableCompRltdOrgAmt
Total Other Compensation$1,069,182TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1586IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
GE PRECISION HEALTHCARE LLC
PO BOX 96483CHICAGOIL60693MEDICAL TECHNOLOGY$51,606,541
ENGIE INSIGHT SERVICES INC
530 FIFTH AVENUE SUITE 809NEW YORKNY10036CONSULTING$44,961,811
HURON CONSULTING GROUP LLC
PO BOX 71223CHICAGOIL606941223CONSULTING$29,234,480
PULLMAN SST INC
PO BOX 75090BALTIMOREMD212755090CONSTRUCTION$14,168,275
EPIC SYSTEMS CORPORATION
PO BOX 88314MILWAUKEEWI532880314SOFTWARE & MAINT.$12,717,991
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K364CntrctRcvdGreaterThan100KCnt
Fundraising$1,035,624FundraisingAmt
Government Grants$1,000,000GovernmentGrantsAmt
All Other Contributions$42,667,227AllOtherContributionsAmt
Noncash Contributions$912,671NoncashContributionsAmt
Total Contributions$44,702,851TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & EDUCATION611310$310,944,358$310,944,358
ACADEMIC RESEARCH541990$95,887,825$95,887,825
RENTAL INCOME FROM AFFILIATES531190$6,698,859$6,917,703-$218,844
PROGRAM SERVICE RELATED REVENUE611310$1,137,617,128$1,137,617,128
FieldValueIRS element (for citing)
Total Program Service Revenue$1,551,148,170TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,283,094TotalRevenueColumnAmt
Exclusion$7,283,094ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,225,472RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$2,186,518RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$38,954RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$38,954TotalRevenueColumnAmt
Exclusion$38,954ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$24,082,637SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Other$17,324,068OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$24,082,637SecuritiesAmt
Other-$17,324,068OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,758,569TotalRevenueColumnAmt
Unrelated Business Revenue$1,497,619UnrelatedBusinessRevenueAmt
Exclusion$5,260,950ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$542,958FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$1,035,624ContriRptFundraisingEventAmt
Fundraising Direct Expenses$542,958FundraisingDirectExpensesAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescPARKINGDesc
Business812930BusinessCd
Total Revenue Column$3,317,645TotalRevenueColumnAmt
Unrelated Business Revenue$906,154UnrelatedBusinessRevenueAmt
Exclusion$2,411,491ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$3,317,645OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,613,249,283TotalRevenueColumnAmt
Related Or Exempt Func Income$1,551,367,014RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$2,184,929UnrelatedBusinessRevenueAmt
Exclusion$14,994,489ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$15,484,996TotalAmt
Program Services$15,484,996ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$22,786,660TotalAmt
Program Services$22,786,660ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,025,659TotalAmt
Program Services$4,025,659ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$17,180,674TotalAmt
Program Services$17,180,674ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$709,823,702TotalAmt
Program Services$685,106,369ProgramServicesAmt
Management And General$23,884,466ManagementAndGeneralAmt
Fundraising$832,867FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$43,987,304TotalAmt
Program Services$42,494,361ProgramServicesAmt
Management And General$1,492,943ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$96,923,531TotalAmt
Program Services$93,649,098ProgramServicesAmt
Management And General$3,274,433ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$58,386,332TotalAmt
Program Services$56,418,112ProgramServicesAmt
Management And General$1,968,220ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$3,204,469TotalAmt
Program Services$3,166,446ProgramServicesAmt
Management And General$38,023ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22,092,804TotalAmt
Program Services$20,981,124ProgramServicesAmt
Management And General$1,111,680ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$2,222,382TotalAmt
Program Services$2,110,197ProgramServicesAmt
Management And General$112,185ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$930,111TotalAmt
Program Services$930,111ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$13,778,948TotalAmt
Program Services$13,778,948ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$247,071,992TotalAmt
Program Services$234,952,008ProgramServicesAmt
Management And General$12,080,409ManagementAndGeneralAmt
Fundraising$39,575FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$29,470,845TotalAmt
Program Services$28,010,807ProgramServicesAmt
Management And General$1,459,923ManagementAndGeneralAmt
Fundraising$115FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$31,680,799TotalAmt
Program Services$30,335,071ProgramServicesAmt
Management And General$1,296,379ManagementAndGeneralAmt
Fundraising$49,349FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$123,445,913TotalAmt
Program Services$117,364,225ProgramServicesAmt
Management And General$6,055,026ManagementAndGeneralAmt
Fundraising$26,662FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$33,368,971TotalAmt
Program Services$32,238,592ProgramServicesAmt
Management And General$1,130,190ManagementAndGeneralAmt
Fundraising$189FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$13,081,726TotalAmt
Program Services$12,957,037ProgramServicesAmt
Management And General$106,395ManagementAndGeneralAmt
Fundraising$18,294FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,234,004TotalAmt
Program Services$2,194,961ProgramServicesAmt
Management And General$38,757ManagementAndGeneralAmt
Fundraising$286FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$13,459,974TotalAmt
Program Services$13,227,872ProgramServicesAmt
Management And General$232,102ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$31,646,189TotalAmt
Program Services$31,633,333ProgramServicesAmt
Management And General$12,856ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,048,195TotalAmt
Program Services$1,048,195ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
REPAIRS & MAINTENANCE$61,787,591$61,786,701$890
RESEARCH SUPPLIES$17,225,648$17,225,648
DUES & SUBSCRIPTIONS$15,564,754$15,060,824$1,493$502,437
OTHER EXPENSES$37,645,506$37,433,004$87,794$124,708

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,669,559,679TotalAmt
Program Services$1,613,581,033ProgramServicesAmt
Management And General$54,921,132ManagementAndGeneralAmt
Fundraising$1,057,514FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$253,863,539BOYAmt
EOY$96,771,875EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$50,961,579BOYAmt
EOY$53,295,311EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$116,102,563BOYAmt
EOY$99,742,270EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$47,975,273BOYAmt
EOY$63,464,722EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$19,348,239BOYAmt
EOY$19,013,930EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$529,903BOYAmt
EOY$1,041,149EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$105,347,113BOYAmt
EOY$62,359,866EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$2,053,559,964LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$734,006,344LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$621,563,501BOYAmt
EOY$1,319,553,620EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$882,953,267BOYAmt
EOY$893,477,491EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$5,757,624BOYAmt
EOY$5,681,944EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,634,289,829BOYAmt
EOY$2,465,793,838EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,738,692,430BOYAmt
EOY$5,080,196,016EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$339,272,138BOYAmt
EOY$369,768,825EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$23,966,198BOYAmt
EOY$22,450,665EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$2,577,993,741BOYAmt
EOY$2,857,245,112EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$585,909,137BOYAmt
EOY$583,954,245EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$242,554,815BOYAmt
EOY$186,233,175EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,769,696,029BOYAmt
EOY$4,019,652,022EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$391,092,025BOYAmt
EOY$453,015,418EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$577,904,376BOYAmt
EOY$607,528,576EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$968,996,401BOYAmt
EOY$1,060,543,994EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,738,692,430BOYAmt
EOY$5,080,196,016EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$56,310,396ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$59,387,683NetUnrlzdGainsLossesInvstAmt
Donated Services And Use Fclts$255,304DonatedServicesAndUseFcltsAmt
Other Changes In Net Assets$88,215,002OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,389,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,688,196CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,017,174CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,229,318CurrentTaxYearMinus1YearAmt
Current Tax Year$44,702,851CurrentTaxYearAmt
Total$240,027,204TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$29,389,665CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$55,688,196CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,017,174CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$51,229,318CurrentTaxYearMinus1YearAmt
Current Tax Year$44,702,851CurrentTaxYearAmt
Total$240,027,204TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$17,001,765SubstantialContributorsTotAmt
Public Support Total170$223,025,439PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$3,002,610CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$220,028CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,800,595CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year-$51,834CurrentTaxYearMinus1YearAmt
Current Tax Year$7,283,094CurrentTaxYearAmt
Total$14,254,493TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,904,723CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,710,829CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,127,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,378,430CurrentTaxYearMinus1YearAmt
Current Tax Year$3,317,645CurrentTaxYearAmt
Total$19,438,891TotalAmt
FieldValueIRS element (for citing)
Total Support$273,720,588TotalSupportAmt
Gross Receipts Rltd Activities$6,652,738,559GrossReceiptsRltdActivitiesAmt
Public Support CY1700.81479PublicSupportCY170Pct
Public Support PY1700.77820PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART IIFormAndLineReferenceDesc
ExplanationTHE 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

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementYes (true)PaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$930,111OtherActivitiesAmt
Total Lobbying Expenditures$930,111TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINE 1iFormAndLineReferenceDesc
ExplanationDURING THE YEAR ENDED JUNE 30, 2024, 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 $889,675 FOR LOBBYING CONSULTING SERVICES 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 $39,403 DURING THE FISCAL YEAR ENDED JUNE 30, 2024. 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 $1,033 DURING THE FISCAL YEAR ENDED JUNE 30, 2024.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Assets Included$5,747,881AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$745,985,592BeginningYearBalanceAmt
Contributions$18,667,345ContributionsAmt
Investment Earnings Or Losses$67,234,217InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$46,526,931OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$785,360,223EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

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

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$612,893,064BeginningYearBalanceAmt
Contributions$9,234,345ContributionsAmt
Investment Earnings Or Losses$12,089,709InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$26,206,021OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$608,011,097EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.47090BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.52910PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$1,341,090,735OtherCostOrOtherBasisAmt
Depreciation$443,426,034DepreciationAmt
Book Value$897,664,701BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$58,022,941OtherCostOrOtherBasisAmt
Depreciation$17,806,657DepreciationAmt
Book Value$40,216,284BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$543,100,721OtherCostOrOtherBasisAmt
Depreciation$266,724,848DepreciationAmt
Book Value$276,375,873BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$70,954,958OtherCostOrOtherBasisAmt
Depreciation$6,048,805DepreciationAmt
Book Value$64,906,153BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,319,553,620TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ASSETS WHOSE USE IS LIMITED$14,364,576F
SHORT-TERM INVESTMENTS$90,409,705F
LONG-TERM INVESTMENTS$788,703,210F
FieldValueIRS element (for citing)
Total Book Value Program Rltd$893,477,491TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (4 entries)

DescDescBook ValueBookValueAmt
DUE FROM AFFILIATES$2,323,255,052
RIGHT OF USE ASSETS$111,287,821
OTHER RECEIVABLES$3,243,641
OTHER ASSETS$28,007,324
FieldValueIRS element (for citing)
Total Book Value Other Assets$2,465,793,838TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
GRANT & CONTRACT ADVANCES$29,687,995
FEDERAL STUDENT LOAN ADVANCES$3,664,726
ACCRUED PENSION LIABILITY$37,414,464
ACCRUED WORKERS COMPENSATION CLAIMS$12,318,694
INTEREST RATE SWAP CONTRACTS$9,203,192
RIGHT OF USE LIABILITY$89,974,407
OTHER LIABILITIES$3,969,697
FieldValueIRS element (for citing)
Total Liability$186,233,175TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III; QUESTION 4THE 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 4ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE 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.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I; QUESTION 3THE 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 6DURING THE FISCAL YEAR ENDED JUNE 30, 2024, 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (14 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean00Investments$72,406,171
East Asia and the Pacific00Investments$244,074,000
Europe (Including Iceland and Greenland)00Investments$333,156,096
Middle East and North Africa00Investments$8,290,000
North America00Investments$42,038,970
Russia and the Newly Independent States00Investments$195,000
South America00Investments$22,851,000
South Asia00Investments$14,876,000
Sub-Saharan Africa00Investments$11,364,000
Europe (Including Iceland and Greenland)00Grantmaking$1,684,702
Middle East and North Africa00Grantmaking$38,000
North America00Grantmaking$26,486
South America00Grantmaking$34,004
South Asia00Grantmaking$2,242,467
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$753,276,896SubtotalSpentAmt
Total Spent$753,276,896TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (12 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
North AmericaSPONSORED$26,486CHECK
Europe (Including Iceland and Greenland)SPONSORED$92,547CHECK
Europe (Including Iceland and Greenland)SPONSORED$7,804CHECK
South AmericaSPONSORED$34,004CHECK
Europe (Including Iceland and Greenland)SPONSORED$97,874CHECK
Europe (Including Iceland and Greenland)SPONSORED$1,391,911CHECK
Europe (Including Iceland and Greenland)SPONSORED$38,400CHECK
South AsiaSPONSORED$2,218,785CHECK
Europe (Including Iceland and Greenland)SPONSORED$38,880CHECK
Middle East and North AfricaSPONSORED$38,000CHECK
South AsiaSPONSORED$23,682CHECK
Europe (Including Iceland and Greenland)SPONSORED$17,286CHECK
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CoYes (true)PassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PART IDURING THE FISCAL YEAR ENDED JUNE 30, 2024, THIS ORGANIZATION REMITTED $29,987,775 TO CASSATT INSURANCE COMPANY, LTD., A FINANCIAL VEHICLE, FOR THE BENEFIT OF THE FOLLOWING RELATED ORGANIZATIONS: JEFFERSON HEALTH - NORTHEAST - $14,469,083; ARIA HEALTH PHYSICIAN SERVICES - $8,203,845; ABINGTON MEMORIAL HOSPITAL - $6,367,643; AND LANSDALE HOSPITAL - $947,204. THIS ORGANIZATION ALLOCATES THESE PAYMENTS TO EACH AFFILIATE VIA AN INTERCOMPANY ACCOUNT.
SCHEDULE F, PART I; LINE 2THE 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 5THROUGH 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, 2024.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$1,578,582GrossReceiptsEvent1Amt
Charitable Contri Event1$1,035,624CharitableContriEvent1Amt
Gross Revenue Event1$542,958GrossRevenueEvent1Amt
Rent Facility Costs Event1$8,108RentFacilityCostsEvent1Amt
Food And Beverage Event1$290,579FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$244,271OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$1,578,582GrossReceiptsTotalAmt
Charitable Contributions Tot$1,035,624CharitableContributionsTotAmt
Gross Revenue Total Events$542,958GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$8,108RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$290,579FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$244,271OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$542,958DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (77 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ALBANY MEDICAL
47 NEW SCOTLAND AVENUEALBANYNY12208141338307501(C)(3)$301,123PROGRAM SUPPORT
ALBERT EINSTEIN COLLEGE OF MEDICINE
1300 MORRIS PARK AVEBRONXNY10461830621846501(C)(3)$144,477PROGRAM SUPPORT
ARCADIA UNIVERSITY
450 SOUTH EASTON ROADGLENSIDEPA19038231352620501(C)(3)$12,066PROGRAM SUPPORT
AUGUSTA UNIVERSITY RESEARCH INSTITUTE
1120 15TH STREETAUGUSTAGA30912586002053501(C)(3)$163,926PROGRAM SUPPORT
BETH ISRAEL DEACONESS MEDICAL CENTER
330 BROOKLINE AVENUEBOSTONMA022155491042103881501(C)(3)$44,887PROGRAM SUPPORT
BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN
PO Box 780004MILWAUKEEWI532788004396006492501(C)(3)$14,835PROGRAM SUPPORT
BRANDEIS UNIVERSITY
415 SOUTH STREET MS 110WALTHAMMA024532728042103552501(C)(3)$14,710PROGRAM SUPPORT
BROWN UNIVERSITY
PO Box JPROVIDENCERI02912050258809501(C)(3)$23,505PROGRAM SUPPORT
CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUECLEVELANDOH44106341018992501(C)(3)$49,178PROGRAM SUPPORT
CENTER FOR COMMUNITY RESOURCES INC
212-214 SOUTH MAIN STREETBUTLERPA16001020585594501(C)(3)$320,296PROGRAM SUPPORT
CHILDREN'S HOSPITAL OF PHILADELPHIA
3401 CIVIC CTR BLVDPHILADELPHIAPA19104231352166501(C)(3)$740,158PROGRAM SUPPORT
CHRISTIANA CARE HEALTH SERVICES INC
4701 OGLETOWN STANTON RDNEWARKDE19713510103684501(C)(3)$101,121PROGRAM SUPPORT
CITY OF HOPE
1500 EAST DUARTE ROADDUARTECA91010953435919501(C)(3)$6,906PROGRAM SUPPORT
COALITION OF INCLUSIVE MEDICINE
5050 S VIRGIL AVELOS ANGELESCA90020813268205$94,798PROGRAM SUPPORT
CURIA GLOBAL INC
26 CORPORATE CIRCLEALBANYNY12212141742717$1,068,135PROGRAM SUPPORT
CVS PHARMACY INC
ONE CVS DRIVEWOONSOCKETRI02895050340626$999,675PROGRAM SUPPORT
DREXEL UNIVERSITY
3141 CHESTNUT STPHILADELPHIAPA19102231352630501(C)(3)$224,260PROGRAM SUPPORT
DUKE UNIVERSITY
PO BOX 602651CHARLOTTENC282602651560532129501(C)(3)$18,579PROGRAM SUPPORT
EMORY UNIVERSITY
1814 CLAIRMONT ROADDECATURGA30033580566256501(C)(3)$59,211PROGRAM SUPPORT
EXXELL BIO
5264 OXFORD STREET NSHOREVIEWMN55126000000000$51,926PROGRAM SUPPORT
FAMILY SERVICE ASSOCIATION OF BUCKS COUNTY
4 CORNERSTONE DRIVELANGHORNEPA19047231427224501(C)(3)$272,465PROGRAM SUPPORT
FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROADBOCA RATONFL334316424590917284501(C)(3)$194,815PROGRAM SUPPORT
FORTRESS ARTS
PO BOX 19287 PHILADELPHIAPHILADELPHIAPA19143822671423501(C)(3)$111,607PROGRAM SUPPORT
FOX CHASE CANCER CENTER
604 COTTMAN AVENUECHELTENHAMPA19012232003072501(C)(3)$377,814PROGRAM SUPPORT
GE GLOBAL RESEARCH
500 1ST AVENUEPITTSBURGHPA15219000000000$217,786PROGRAM SUPPORT
GE HEALTHCARE
1 RESEARCH CIRCLENISKAYUNANY12309140689340$62,667PROGRAM SUPPORT
GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACEASHBURNVA20147530196584501(C)(3)$265,406PROGRAM SUPPORT
HEALTH RESEARCH INC
150 BROADWAY STE 560MENANDSNY12204141402155501(C)(3)$27,258PROGRAM SUPPORT
HUGO W MOSER RESEARCH
707 NORTH BROADWAYBALTIMOREMD212051832521524967501(C)(3)$61,037PROGRAM SUPPORT
ICAHN SCHOOL OF MEDICINE
ONE GUSTAVE L LEVY PLACENEW YORKNY10029136171197501(C)(3)$76,008PROGRAM SUPPORT
JOHNS HOPKINS UNIVERSITY
12529 COLLECTIONS CENTER DRIVECHICAGOIL60693161575234501(C)(3)$17,253PROGRAM SUPPORT
KUMC RESEARCH INSTITUTE INC
3901 RAINBOW BLVD MAILSTOP 1039KANSAS CITYKS66160481108830501(C)(3)$8,039PROGRAM SUPPORT
LEHIGH VALLEY HOSPITAL
1255 SOUTH CEDAR CREST BLVDALLENTOWNPA18103231689692501(C)(3)$115,120PROGRAM SUPPORT
LOYOLA UNIVERSITY OF CHICAGO
820 N MICHIGAN AVENUECHICAGOIL60611361408475501(C)(3)$286,557PROGRAM SUPPORT
MEDICAL COLLEGE OF WISCONSIN
8701 WATERTOWN PLAN RDMILWAUKEEWI53226390806261501(C)(3)$45,062PROGRAM SUPPORT
MIM SOFTWARE INC
25800 SCIENCE PARK DRIVE SUITE 180CLEVELANDOH44122000000000$170,897PROGRAM SUPPORT
NEMOURS
10140 CENTURION PKWY NJACKSONVILLEFL32256590634433501(C)(3)$64,425PROGRAM SUPPORT
NEW YORK MEDICAL COLLEGE
40 SUNSHINE COTTAGE ROADVALHALLANY10595131099420501(C)(3)$9,600PROGRAM SUPPORT
OREGON HEALTH & SCIENCE UNIVERSITY
3181 SW SAM JACKSON PARK ROADPORTLANDOR97239931176109501(C)(3)$40,160PROGRAM SUPPORT
PENNSYLVANIA STATE UNIVERSITY
500 UNIVERSITY DRIVEHERSHEYPA170330850246000376GOV'T ORG$101,574PROGRAM SUPPORT
PHILADELPHIA CHILDREN ALLIANCE
300 E HUNTING PARK AVENUEPHILADELPHIAPA19124232526605501(C)(3)$25,750PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF CALIFORNIA
120 THEORY SUITE 200IRVINECA926971050943067788501(C)(3)$5,078PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF MICHIGAN
BOX 223131PITTSBURGHPA152512131386006309501(C)(3)$67,806PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF minnesota
NW5960 PO BOX 1450MINNEAPOLISMN55485510190183501(C)(3)$21,296PROGRAM SUPPORT
RESEARCH FOUNDATION SUNY
PO BOX 9 SUNYALBANYNY12201112558775501(C)(3)$60,254PROGRAM SUPPORT
RESEARCH TRIANGLE INSTITUTE
PO BOX 900002RALEIGHNC276759000560686338501(C)(3)$107,118PROGRAM SUPPORT
RESOURCES FOR HUMAN DEVELOPMENT
140 NEYHART ROADSTROUDSBURGPA18360231727133501(C)(3)$270,454PROGRAM SUPPORT
RUTGERS
33 LIVINGSTON AVE CIVIC SQUARE BLDNEW BRUNSWICKNJ08901462354111GOV'T ORG$168,297PROGRAM SUPPORT
SAINT AGNES HOSPITAL
900 CATON AVENUEBALTIMOREMD21229520591657501(C)(3)$20,080PROGRAM SUPPORT
SEATTLE INSTITUTE FOR BIOMEDICAL AND CLINICAL RESE
1325 4TH AVE W STE 1310SEATTLEWA98101911452438501(C)(3)$106,411PROGRAM SUPPORT
ST LUKES UNIVERSITY HEALTH NETWORK
801 OSTRUM STREETBETHLEHEMPA18015232384282501(C)(3)$7,920PROGRAM SUPPORT
TEMPLE UNIVERSITY
PO BOX 827997PHILADELPHIAPA19182231365971501(C)(3)$104,239PROGRAM SUPPORT
THE GENEVA FOUNDATION
PO BOX 84212SEATTLEWA981245512911593913501(C)(3)$520,710PROGRAM SUPPORT
THE GEORGE WASHINGTON UNIVERSITY
44983 KNOLL SQUARE BUILDING II SEASHBURNVA201472692530196584501(C)(3)$58,577PROGRAM SUPPORT
THE LELAND STANFORD JUNIOR UNIVERSITY
PO BOX 44253SAN FRANCISCOCA941444253941156365501(C)(3)$28,872PROGRAM SUPPORT
THE UNIVERSITY OF TEXAS AT AUSTIN
110 INNER CAMPUS DRIVEAUSTINTX78712746000203GOV'T ORG$137,496PROGRAM SUPPORT
TRUSTEES OF THE UNIV OF PA
1 WEST 3400 CIVIC CENTER BLVDPHILADELPHIAPA19104231352685501(C)(3)$458,551PROGRAM SUPPORT
TUFTS UNIVERSITY
185 HARRISON AVEBOSTONMA02111042103634501(C)(3)$9,852PROGRAM SUPPORT
TULANE UNIVERSITY
1555 POYDRAS STNEW ORLEANSLA70112720423889501(C)(3)$12,768PROGRAM SUPPORT
UNIVERSITY OF ALABAMA
801 5TH AVENUE SOUTH ROOM 251BIRMINGHAMAL35233636005396GOV'T ORG$38,354PROGRAM SUPPORT
UNIVERSITY OF FLORIDA
42 SOUTH 15TH STREETPHILADELPHIAPA19107596002052GOV'T ORG$455,707PROGRAM SUPPORT
UNIVERSITY OF MARYLAND
Chesapeake BLDG Rm 4101COLLEGE PARKMD20742526002033GOV'T ORG$373,281PROGRAM SUPPORT
UNIVERSITY OF NORTH CAROLINA
104 MANNING DRIVE CAMPUS BOX 7352CHAPEL HILLNC27599561717285GOV'T ORG$56,843PROGRAM SUPPORT
UNIVERSITY OF PITTSBURGH
PO BOX 371220PITTSBURGHPA152517220237932120501(C)(3)$22,310PROGRAM SUPPORT
UNIVERSITY OF ROCHESTER
1325 MT HOPE AVEROCHESTERNY14620160743209501(C)(3)$53,148PROGRAM SUPPORT
UNIVERSITY OF SOUTH ALABAMA
307 N UNIVERSITY BLVDMOBILEAL36688630477348501(C)(3)$24,821PROGRAM SUPPORT
UNIVERSITY OF SOUTHERN CALIFORNIA
3500 SOUTH FIGUEROALOS ANGELESCA90089951642394501(C)(3)$239,721PROGRAM SUPPORT
UNIVERSITY OF TEXAS AT DALLAS
PO BOX 4266HOUSTONTX772104266760781859GOV'T ORG$146,991PROGRAM SUPPORT
UNIVERSITY OF TEXAS MD ANDERSON CANCER CTR
6565 MD ANDERSON BLVDHOUSTONTX77210174600111$56,475PROGRAM SUPPORT
UNIVERSITY OF TEXAS MED BRANCH AT GALVESTON
301 UNIVERSITY BLVDGALVESTONTX77555746057279$67,536PROGRAM SUPPORT
UNIVERSITY OF WASHINGTON
PO BOX 9468SEATTLEWA98195916001537GOV'T ORG$9,647PROGRAM SUPPORT
UNIVERSITY OF WISCONSIN SYSTEM
PO BOX 78770MILWAUKEEWI532780770391805963501(C)(3)$58,970PROGRAM SUPPORT
VANDERBILT UNIVERSITY
PO BOX 121236DALLASTX753121236311703876501(C)(3)$22,398PROGRAM SUPPORT
WASHINGTON STATE UNIVERSITY
PO BOX 641025PULLMANWA99164916001108GOV'T ORG$15,025PROGRAM SUPPORT
WASHINGTON UNIVERSITY
700 ROSEDALE AVE CB1034ST LOUISMO63112901067283501(C)(3)$30,814PROGRAM SUPPORT
WISTAR INSTITUTE OF ANATOMY & BIOLOGY
3501 SPRUCE STREETPHILADELPHIAPA19104236434390501(C)(3)$407,073PROGRAM SUPPORT
YALE UNIVERSITY
77 PROSPECT STREETNEW HAVENCT06511060646973501(C)(3)$59,177PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org68Total501c3OrgCnt
Total Other Org9TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient1609RecipientCnt
Cash Grant$22,786,660CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationGRANTS 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

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (23 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JOSEPH G CACCHIONEMDFACC
TRUSTEE - CEO TJU/JEFF HEALTH$3,250,111$0$1,476,870$0$947,247$0$42,900$0$30,802$0$5,747,930$0$369,600$0
BRUCE A MEYER MD MBA
FORMER KEY EMPLOYEE$0$0$0$0$2,817,454$0$0$0$18,488$0$2,835,942$0$0$0
SRINIVAS PRASAD MD MS
PROFESSOR & PHYSICIAN$58,222$885,896$0$1,691,291$1,710$0$6,600$33,000$10,174$0$76,706$2,610,187$0$0
PETER L DEANGELIS JR
FORMER OFFICER$59,300$0$743,211$0$1,818,788$0$42,900$0$19,505$0$2,683,704$0$171,645$0
JACK JALLO MD PHD
PROFESSOR & PHYSICIAN$259,396$1,129,813$0$1,115,202$58,849$0$34,450$33,000$29,427$0$382,122$2,278,015$0$0
Baligh R YehiaMDMPPMSc
PRESIDENT JEFFERSON HEALTH$1,547,212$0$678,156$0$102,601$0$0$0$10,379$0$2,338,348$0$0$0
JOSHUA HELLER MD
PROFESSOR & PHYSICIAN$57,902$1,170,267$0$940,025$2,100$9,892$7,071$33,000$29,777$0$96,850$2,153,184$0$0
ROBERT H ROSENWASSER MD
PROFESSOR & PHYSICIAN$1,323,966$281,823$224,133$0$227,463$0$42,900$28,182$20,203$0$1,838,665$310,005$0$0
MICHAEL REID GOOCH MD
PROFESSOR & PHYSICIAN$46,832$917,927$0$927,883$1,165$162,674$4,731$33,000$26,321$0$79,049$2,041,484$0$0
CRISTINA G CAVALIERI ESQ
SEC - EVP, CHIEF LEGAL COUNSEL$1,063,885$0$425,997$0$521,542$0$42,900$0$19,804$0$2,074,128$0$137,500$0
STEPHEN K KLASKO MD MBA
FORMER OFFICER$0$0$0$0$2,015,000$0$0$0$0$0$2,015,000$0$0$0
MARK L TYKOCINSKI MD
FORMER KEY EMPLOYEE$798,461$0$402,313$0$652,808$0$42,900$0$22,826$0$1,919,308$0$119,213$0
MARK M WHALEN
EVP, CSO & CAO$950,909$0$243,076$0$33,122$0$17,008$0$30,797$0$1,274,912$0$7,700$0
LAURENCE M MERLIS
FORMER KEY EMPLOYEE$0$0$0$0$1,220,433$0$0$0$18,396$0$1,238,829$0$0$0
JOHN P MORDACH
TREASURER - EVP & CFO$930,567$0$200,000$0$43,591$0$0$0$27,717$0$1,201,875$0$0$0
CLAYTON FITZHUGH
EVP, CHIEF HR OFF. (TERM 7/23)$366,685$0$368,907$0$389,015$0$42,900$0$6,324$0$1,173,831$0$99,688$0
KATHLEEN GALLAGHER
EVP, COO TJU (TERM 7/23)$404,875$0$241,355$0$435,694$0$42,900$0$19,738$0$1,144,562$0$84,150$0
MICHAEL B WALSH
SVP, FIN TJU & JH (term 8/23)$0$402,393$0$324,251$0$237,109$0$0$0$13,356$0$977,109$0$0
STEPHEN T SMITH
EVP, CAO$595,713$0$213,003$0$71,016$0$57,900$0$28,027$0$965,659$0$11,000$0
LISA SATTESON SHRM-SCP
EVP, CHIEF HR OFFicer$502,043$0$176,547$0$29,497$0$53,638$0$28,718$0$790,443$0$0$0
ELIZABETH DALE EDD MPA
FORMER KEY EMPLOYEE$470$0$0$0$537,115$0$0$0$1,003$0$538,588$0$0$0
JOHN C EKARIUS
FORMER KEY EMPLOYEE$0$0$0$0$516,318$0$0$0$6,851$0$523,169$0$0$0
SUSAN C ALDRIDGE PHD
PRESIDENT TJU$456,466$0$0$0$3,851$0$0$0$8,669$0$468,986$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
CORE FORM, PART VII AND SCHEDULE JTAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2023 FORMS W-2.
SCHEDULE J, PART I; QUESTION 1CERTAIN 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 2023 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: PETER L. DEANGELIS, JR.; CRISTINA G. CAVALIERI, ESQ.; STEPHEN K. KLASKO, M.D., MBA; MARK L. TYKOCINSKI, M.D.; CLAYTON FITZHUGH; KATHLEEN GALLAGHER AND MICHAEL B. WALSH.
SCHEDULE J, PART I; QUESTION 4ATHE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2023 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BRUCE A. MEYER, M.D., MBA, $2,712,500; PETER L. DEANGELIS, JR., $946,896; STEPHEN K. KLASKO, M.D., MBA, $2,000,000; MARK L. TYKOCINSKI, M.D., $306,731; LAURENCE M. MERLIS, $1,208,370; MICHAEL B. WALSH, $228,209; ELIZABETH DALE, ED.D., MPA, $537,115 AND JOHN C. EKARIUS, $517,428.
SCHEDULE J, PART I; QUESTION 4BTHE 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 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BRUCE A. MEYER, M.D., MBA, $106,550; PETER L. DEANGELIS, JR., $320,801; ROBERT H. ROSENWASSER, M.D., $184,331; CRISTINA G. CAVALIERI, ESQ., $321,187; MARK L. TYKOCINSKI, M.D., $165,025; CLAYTON FITZHUGH, $199,588 AND KATHLEEN GALLAGHER, $282,925. 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 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: PETER L. DEANGELIS, JR., $363,405; CLAYTON FITZHUGH, $59,719 AND KATHLEEN GALLAGHER, $42,262. 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 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOSEPH G. CACCHIONE, M.D., FACC, $924,000; PETER L. DEANGELIS, JR., $181,500; BALIGH R. YEHIA, M,D., MPP, MSC, $81,927; CRISTINA G. CAVALIERI, ESQ., $165,000; MARK L. TYKOCINSKI, M.D., $143,055; MARK M. WHALEN, $30,800; CLAYTON FITZHUGH, $119,625; KATHLEEN GALLAGHER, $100,980; STEPHEN T. SMITH, $27,500 AND LISA SATTESON, SHRM-SCP, $5,500. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS 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, THESE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN T. SMITH, $15,000 AND LISA SATTESON, SHRM-SCP, $17,338.
SCHEDULE J, PART I; QUESTION 7CERTAIN 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.
SCHEDULE J, PART II; COLUMN FTHE 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
A23224385270917SNP42015-02-26$550,268,991CONSTRUCTION & REFUNDING PREV BONDfalsefalsefalse
PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT
B23223728771781XCR22017-02-08$380,043,540REFINANCE PRIOR BONDS & CAP PROJ.falsefalsefalse
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
C232328939613603ZK82018-05-03$539,430,006REFINANCE PRIOR BONDS & CAP PROJ.falsefalsefalse
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
D232247147613603B572019-06-27$497,019,314REFINANCE PRIOR BONDS & CAP PROJ.falsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate 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$02016Yes (true)falseYes (true)Yes (true)
B$5,000,000$0$380,043,540$0$0$0$3,811,350$0$0$9,310,262$0$02018Yes (true)falseYes (true)Yes (true)
C$2,915,000$0$539,730,432$0$0$0$4,432,770$0$0$164,598,884$0$12,651,4312021Yes (true)falseYes (true)Yes (true)
D$0$0$497,019,314$0$0$0$4,280,956$0$0$314,522,466$0$58,811,4972021Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)
Dfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)Yes (true)falsefalse0falseYes (true)
0
BfalsefalsefalseYes (true)Yes (true)falsefalse0falseYes (true)
0
CfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)
0
DfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 (2 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH
A232447147613603G942022-02-02$757,321,187REFINANCE PRIOR BONDS & CAP PROJ.falsefalsefalse
PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
B23224385270917tmp32024-05-31$315,055,000FACILITY CONSTRUCTION & PURCHASEfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtRefunding Tax Exempt BondsRefundingTaxExemptBondsIndRefunding Taxable BondsRefundingTaxableBondsIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$0$0$760,807,187$0$0$0$5,994,580$0$0$0$193,387,988$557,938,619Yes (true)falsefalseYes (true)
B$0$0$315,055,000$0$6,858,998$0$804,692$0$0$307,391,310$0$0falsefalsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, COLUMN (a)BOND (A): MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY BOND (B): PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY
SCHEDULE K, PART I, COLUMN (f)BOND (A): CAPITAL PROJECTS AND REFUND AMH 2012B SERIES DATED 08/02/2012. BOND (B): CAPITAL PROJECTS INCLUDING CAPITALIZED INTEREST.

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$22,500NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution13ContributionCnt
Noncash Contributions Rpt F990$827,824NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)DIGITAL ADS1$42,347FMV
Yes (X)FF&E1$20,000FMV
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (28 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSTHOMAS 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 STATISTICS FY23/24 ============================================== 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. TJU has more than 42,000 employees and is the second largest employer in Philadelphia. Jefferson Health includes 17 hospitals, 3,867 licensed beds, 5,963 credentialed physicians and 9,600 nurses. Jefferson Health's outpatient and community-based services are delivered through a network of owned and affiliated physician practices, satellite medical and surgical centers, outpatient laboratories and radiology centers. Jefferson Health includes over 160 outpatient and urgent care locations, 3 Magnet designations, 2 Pathways to Excellence designations, and the NCI-designated Sidney Kimmel Cancer Center. TJU recently opened the Honickman Center in downtown Philadelphia; a twenty story advanced technology facility for various medical services for the community. 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, 2024 AND 2023; THE TJU WHOLLY OWNED TAX-EXEMPT HOSPITALS PROVIDED A TOTAL OF APPROXIMATELY $754 MILLION AND $813 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 12.09% AND 12.86% FOR THE FISCAL YEARS ENDED JUNE 30, 2024 AND 2023; 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 2023 - 2024 ======================================================================= UNDERGRADUATE: TJU WAS RANKED IN THE TOP 150 UNIVERSITIES BY U.S. NEWS & WORLD REPORT AND WAS RANKED IN THE TOP 50 BEST COLLEGES IN THE U.S. BY WALL STREET JOURNAL AND #39 IN NURSING (BACHELOR'S). JEFFERSON WAS RANKED #28 FOR BEST COLLEGES FOR DESIGN IN AMERICA BY NICHE.COM AND WAS RANKED #29 IN 2024 BEST FASHION SCHOOLS IN THE WORLD BY CEO WORLD.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSGRADUATE: 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 #7 IN OCCUPATIONAL THERAPY AND #44 IN PHYSICAL THERAPY. THE COLLEGE OF NURSING IS RANKED AS #100 IN NURSING - ANESTHESIA. THE COLLEGE OF NURSING LANDED IN THE TOP 25 FOR BEST ONLINE MASTER'S IN NURSING PROGRAMS BY U.S. NEWS & WORLD REPORT. JEFFERSON COLLEGE OF NURSING WAS RANKED NO. 11 IN THE 2024 BEST ONLINE MASTER'S IN NURSING PROGRAMS FOR VETERANS BY U.S. NEWS & WORLD REPORT. TJU'S SCHOOL OF HEALTH PROFESSIONS RANKS #17 IN MIDWIFERY AND #74 IN THE CATEGORY OF PHYSICIAN'S ASSISTANT. THE SCHOOL OF PHARMACY RANKS #44 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 #88 IN THE CATEGORY OF PUBLIC HEALTH. GLOBAL: TJU RANKS AS #48 IN SURGERIES AMONGST GLOBAL UNIVERSITIES. 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. THE UNIVERSITY CELEBRATED 200 YEARS OF EVOLUTION AND OUR IMPACT ON THE WORLD AROUND US THROUGHOUT THE YEAR THROUGH COMMEMORATIVE EVENTS AND ACHIEVING AN IMPRESSIVE GOAL OF 200,000 HOUR VOLUNTEER SERVICE HOURS BEFORE THE END OF THE YEAR. DR. SUSAN ALDRIDGE WAS NAMED PRESIDENT OF THOMAS JEFFERSON UNIVERSITY, THE FIRST WOMAN IN OUR HISTORY. DR. SAID IBRAHIM WAS NAMED THE NEW DEAN OF SIDNEY KIMMEL MEDICAL COLLEGE, THE FIRST BLACK DEAN OF A PHILADELPHIA MEDICAL COLLEGE; A CRITICAL PIECE TO JEFFERSON'S MISSION TO IMPROVE LIVES BY DIMINISHING HEALTH DISPARITIES. 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.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSSKMC 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. JEFFHOPE, THE LARGEST AND MOST ACTIVE STUDENT ORGANIZATION AT SKMC, IMPROVES HEALTH CARE ACCESS FOR THE HOMELESS AND UNDERSERVED, FACILITATING THOUSANDS OF HEALTH CLINIC VISITS/YEAR. 30+ YEARS WORKING WITH PROJECT HOME AND OTHER PARTNERS BATTLING HOMELESSNESS. THE JEFFHOPE (HEALTH OPPORTUNITIES, PREVENTION & EDUCATION) PROGRAM SUPPORTS FOUR HOMELESS SHELTERS AND ONE NEEDLE EXCHANGE HARM REDUCTION PROGRAM IN PHILADELPHIA EVERY WEEK. THE TEAM PROVIDES ACUTE AND BASIC MEDICAL CARE AND HELPS INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS ACCESS OTHER HEALTH AND SOCIAL RESOURCES AND HEALTHCARE PROVIDERS WHO ARE BETTER EQUIPPED TO CARE FOR THEM LONG-TERM. JEFFERSON HEALTH DONATES LAB AND PHARMACEUTICAL SERVICES, WHILE SKMC STUDENTS AND FACILITATORS RUN THE WEEKLY CLINICS. 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. 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. PUBLIC HEALTH STUDENTS ENGAGED IN INTERDISCIPLINARY PROJECTS CENTERED ON HEALTHY FOOD ACCESS AND SUSTAINABLE CITY PLANNING AND AGRICULTURAL PLANNING IN ITALY.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSJEFFERSON 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. 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. KANBAR COLLEGE OF DESIGN, ENGINEERING AND COMMERCE STUDENTS DEVELOPED SOLUTIONS TO IMPROVE TEXTILE WASTE PRACTICES AND MOVE THE INDUSTRY TOWARD MORE SUSTAINABLE, CIRCULAR TEXTILE SYSTEMS. A TEAM OF INDUSTRIAL DESIGN AND OCCUPATIONAL THERAPY STUDENTS WORKED AS PART OF THE DESIGN ASSISTIVE DEVICE PROJECT, WHERE STUDENTS HELPED COMMUNITY MEMBERS WITH EVERYDAY TASKS LIKE DOG WALKING, GARDENING AND COOKING. 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.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSCARDEZA 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. 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 VIITHE 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 15JOSEPH G. CACCHIONE, M.D., FACC IS AN OFFICER OF THIS ORGANIZATION. MR. CACCHIONE RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS 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 HIS COMPENSATION IN EXCESS OF $1M. BRUCE A. MEYER, M.D., MBA, IS A FORMER OFFICER OF THIS ORGANIZATION. DR. MEYER 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 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. PETER L. DEANGELIS, JR. is a former OFFICER OF THIS ORGANIZATION. Mr. Deangelis 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 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. BALIGH R. YEHIA, M.D. IS THE PRESIDENT OF JEFFERSON HEALTH. DR. YEHIA RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS 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 HIS COMPENSATION IN EXCESS OF $1M. CRISTINA G. CAVALIERI, ESQ. IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MS. CAVALIERI RECEIVES A FEDERAL FORM W-2 FROM THIS 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 HER COMPENSATION IN EXCESS OF $1M. 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 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. MARK L. TYKOCINSKI, M.D. is a former KEY EMPLOYEE OF THIS ORGANIZATION. DR. TYKOCINSKI 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 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. MARK M. WHALEN IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MR. WHALEN RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, 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. 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. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. JOHN P. MORDACH IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MR. MORDACH RECEIVES A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, 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. THROUGH JULY 2023, CLAYTON FITZHUGH WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MR. FITZUGH RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, 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. THROUGH JULY 2023, KATHLEEN GALLAGHER WAS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. MS. GALLAGHER RECEIVED A FEDERAL FORM W-2 FROM THIS ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2023 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. SRINIVAS PRASAD, M.D., JACK JALLO, M.D., PH.D., ROBERT H. ROSENWASSER, M.D., MICHAEL REID GOOCH, 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 2023, 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 3THE 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 a; question 4The governing documents of the organization were updated and amended during the year to reflect the reorganization following the affiliation of the Albert Einstein Healthcare Network and the remaining purchase of Health Partners Plans, Inc. not previously owned by this organization. These amendments were designed to ensure governance provisions are consistent across TJU/Jefferson Health affiliates. Thomas Jefferson University remains the ultimate sole member of all affiliates within Thomas Jefferson University/Jefferson Health.
CORE FORM, PART VI, SECTION B; QUESTION 11BThe 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 12THE 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 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 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 15THE 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 19THE 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 JCORE 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 JThrough august 2023, MICHAEL B. WALSH waS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL-TIME BASIS. ALTHOUGH MR. WALSH RECEIVEd 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 waS 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, SECTION A, COLUMN BTHE 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 ITHE 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 25THE 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 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 2018D; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B; AND - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024A. 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, 2024.
CORE FORM, PART XI; QUESTION 9OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS - $48,383,654; - CHANGE IN INTEREST RATE SWAP CONTRACTS - $2,450,141; - RECLASSIFICATION OF NET ASSETS - ($712,862); - NET ASSETS RELEASED FROM RESTRICTION USED FOR PURCHASE OF PP&E - $49,834,939; - CHANGE IN NET PENSION LIABILITY - $40,131,504; - DISTRIBUTIONS TO NON-CONTROLLING INTERESTS - ($14,233,007); - OTHER CHANGES IN UNRESTRICTED NET ASSETS - $6,775,767; - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - $3,567,364; - NET ASSETS RELEASED FROM RESTRICTIONS (DONOR RESTRICTED) - ($48,872,412); - CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (DONOR RESTRICTED) - $336,391; - RECLASSIFICATION OF NET ASSETS (DONOR RESTRICTED) - $370,614; AND - OTHER CHANGES IN NET ASSETS (DONOR RESTRICTED) - $182,909.
CORE FORM, PART XII; QUESTION 2THE 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, 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. 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 3THE 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 11GDESCRIPTION:OUTSIDE SERVICES TOTAL FEES:XXX-XX-XXXX
FORM 990 PART IX LINE 11GDESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:37115679
FORM 990 PART IX LINE 11GDESCRIPTION:BILLING & COLLECTION FEES TOTAL FEES:36431727
FORM 990 PART IX LINE 11GDESCRIPTION:CONSULTING SERVICES TOTAL FEES:29967548
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACTED SERVICES TOTAL FEES:19835337
FORM 990 PART IX LINE 11GDESCRIPTION:PHYSICIAN CONTRACTED SERVICES TOTAL FEES:362234
FORM 990 PART IX LINE 11GDESCRIPTION:TRANSCRIPTION SERVICES TOTAL FEES:5895

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (8 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
925 WALNUT HOLDING LLC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107813840390REAL ESTATEPA$446,060$46,212,583TJU
TJU FAIRWATER LLC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107473445382INVESTMENTSNY$0$0TJU
JEFFERSON HORIZON RESEARCH LLC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107832402762RESEARCHPA$0$100,000TJU
JEFFCARE ALLIANCE LLC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107473231121HEALTHCAREPA$15,334,179$4,279,870TJU
TJ-NONQUALIFIED LLC
1209 ORANGE STREETWILMINGTONDE19801824360991INVESTMENTSDE$89,342,000$2,820,609,000TJU
JEFFPM LLC
1301 SECOND AVENUESEATTLEWA98101231352651INVESTMENTSDE$7,705,628$376,719,803TJU
JEFFALTS LLC
1301 SECOND AVENUESEATTLEWA98101231352651INVESTMENTSDE$2,514,421$127,102,944TJU
Jefferson Partners Holding LLC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107883537397INSURANCEPA$0$0TJU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (46 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ABINGTON HEALTH
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107271243803HEALTH SVCS.PA501(C)(3)12BTJUYes (true)
ABINGTON HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232188052FUNDRAISINGPA501(C)(3)7JHCfalse
ABINGTON MEMORIAL HOSPITAL
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231352152HEALTH SVCS.PA501(C)(3)3JHCfalse
ALBERT EINSTEIN MEDICAL CENTER
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231396794HEALTH SVCS.PA501(C)(3)3JHCfalse
ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107460779942HEALTH SVCS.PA501(C)(3)10JMGfalse
ARIA HEALTH PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232691968HEALTH SVCS.PA501(C)(3)3JMGfalse
BCCT OVER CORP
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231352200HEALTH SVCS.PA501(C)(3)3JHCfalse
BROADLINE RISK RETENTION GROUP
100 BANK STREETBURLINGTONVT05401272583356INSURANCEVT501(C)(3)12AJHCfalse
EINSTEIN COMMUNITY HEALTH ASSOCIATES
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232760086HEALTH SVCS.PA501(C)(3)12AJHCfalse
EINSTEIN MEDICAL CENTER MONTGOMERY
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107204193243HEALTH SVCS.PA501(C)(3)3JHCfalse
EINSTEIN PRACTICE PLAN INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232664784HEALTH SVCS.PA501(C)(3)12AJHCfalse
EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232622004HEALTH SVCS.PA501(C)(3)10JEFFEX INCfalse
FORNANCE PHYSICIAN SERVICES INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232275991HEALTH SVCS.PA501(C)(3)12AJHCfalse
GHMC MANAGEMENT INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232225809MANAGEMENTPA501(C)(3)12AAEMCfalse
HEALTH PARTNERS FOUNDATION
901 MARKET STREET SUITE 500PHILADELPHIAPA19107311674587FUNDRAISINGPA501(C)(3)12AHPPfalse
HEALTH PARTNERS PLANS INC
901 MARKET STREET SUITE 500PHILADELPHIAPA19107232379751INSURANCEPA501(C)(4)JHNEfalse
JEFFERSON CLUB AKA JEFF FACULTY CLUB
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232167488HEALTH SVCS.PA501(c)(3)12ATJUYes (true)
JEFFERSON HEALTH - NORTHEAST
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107230596940HEALTH SVCS.PA501(C)(3)3JHCfalse
JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107237318683FUNDRAISINGPA501(C)(3)12AJHNEfalse
JEFFERSON HEALTH - NORTHEAST SYSTEM
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232239131HEALTH SVCS.PA501(C)(3)12BTJUYes (true)
JEFFERSON HEALTH CORPORATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232290323MANAGEMENTPA501(C)(3)12ATJUYes (true)
JEFFERSON MEDICAL CARE
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232858320HEALTH SVCS.PA501(C)(3)12AJMGfalse
JEFFERSON MEDICAL GROUP
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107233026939HEALTH SVCS.PA501(C)(3)12BJHCfalse
JEFFERSON UNIVERSITY PHYSICIANS
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232809585HEALTH SVCS.PA501(C)(3)12AJMGfalse
JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107464855345HEALTH SVCS.NJ501(C)(3)12AJUPfalse
JEFFEX INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232622009HEALTH SVCS.PA501(C)(3)12AJHCfalse
JUP of NJ - KTS PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107882234070Health svcs.PA501(C)(3)TJUYes (true)
KENNEDY HEALTH CARE FOUNDATION INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107800550282FUNDRAISINGNJ501(C)(3)7KUHfalse
KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222442032HEALTH SVCS.NJ501(C)(3)12AJHCfalse
KENNEDY HEALTH SYSTEM INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222442036HEALTH SVCS.NJ501(C)(3)10TJUYes (true)
KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107461420853HEALTH SVCS.NJ501(C)(3)10JMGfalse
KENNEDY PROPERTY CORPORATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222442034REAL ESTATENJ501(C)(3)12AJHCfalse
KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107221773439HEALTH SVCS.NJ501(C)(3)3JHCfalse
LANSDALE HOSPITAL
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107263359979HEALTH SVCS.PA501(c)(3)3JHCfalse
METHODIST ASSOC IN HEALTHCARE OF NJ PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107223537847HEALTH SVCS.NJ501(c)(3)12AMAHCfalse
METHODIST ASSOCIATES IN HEALTHCARE INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232678055HEALTH SVCS.PA501(C)(3)12AJMGfalse
MONTGOMERY HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222456265FUNDRAISINGPA501(C)(3)12BMHCfalse
MONTGOMERY HOSPITAL
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231352193HEALTH SVCS.PA501(C)(3)3JHCfalse
MONTGOMERY HOSPITAL WORKERS COMP TRUST
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232351775HEALTH SVCS.PA501(C)(3)12AMHCfalse
PHILADELPHIA UNIVERSITY
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231352294EDUCATIONPA501(C)(3)2TJUYes (true)
STAT MEDICAL TRANSPORT INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222443981HEALTH SVCS.NJ501(C)(3)10JHCfalse
SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232214351REAL ESTATEPA501(c)(2)JEFFEX INCfalse
THE MAGEE MEM'L HOSP FOR CONVALESCENTS
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231476328HEALTH SVCS.PA501(C)(3)3JHCfalse
THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232829095HEALTH SVCS.PA501(C)(3)3JHCfalse
TJUH SYSTEM
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107233026795HEALTH SVCS.PA501(C)(3)12BTJUYes (true)
WALNUT HOME THERAPEUTICS INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232622006HEALTH SVCS.PA501(C)(3)10JEFFEX INCfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
1100 WALNUT ASSOC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232332396MEDICAL OFFICEPANA
JEFF UNIV RAD ASSOC
840 CRESCENT CTR DRFRANKLINTN37067412043518HEALTH SVCS.PANA
JEFFHEDGE LLC
1301 2ND AVESEATTLEWA98101453214379INVESTMENTSDETJURELATED$38,497-$587,073false$0false0.70983
JUNIATA MED BLD
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232450132MEDICAL OFFICEPANA
KENNEDY CH SURG
11221 ROE AVELEAWOODKS66211472462625SURGERY CENTERNJNA
MLJH LLC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107821445171MEDICAL SERVICESPANA
RIVERVIEW SURG CTR LLC
3 CRESCENT DRPHILADELPHIAPA19112263911509HEALTH SVCS.PANA
RIVERVIEW SURG CTR LP
3 CRESCENT DRPHILADELPHIAPA19112263910345HEALTH SVCS.PANA
ROTHMAN ORTHO SPEC HOSP
11221 ROE AVELEAWOODKS66211270260289HEALTH SVCS.PANA
TMB ENTERPRISE
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232400586MEDICAL OFFICEPANA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationInd
925 WALNUT STREET CORP
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107841657497REAL ESTATEPATJUS CORP.$0$14,470,7761.00000Yes (true)
ATRIUM CORPORATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232075587HEALTH SVCS.PATJUC CORP.$2,735,809$2,927,6481.00000Yes (true)
CMMC INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232256479REAL ESTATEPATJUC CORP.$713,341$5,044,2301.00000Yes (true)
EINSTEIN HEALTHCARE SYSTEMS INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232314938INACTIVEPATJUC CORP.$0$1,466,2811.00000Yes (true)
HEALTH CARE INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107200214524HEALTH SVCS.PATJUC CORP.$148,381$5,917,9701.00000Yes (true)
HEALTHMARK INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232259593HEALTH SVCS.PATJUC CORP.$0$01.00000Yes (true)
JEFFCARE INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232830152HEALTH SVCS.PATJUC CORP.$492,497$3,522,3751.00000Yes (true)
JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107841980055HEALTH SVCS.NJTJUC CORP.$1,005,741$645,4211.00000Yes (true)
JEFFERSON PHYSICIAN SVCS OF CALIFORNIA
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107371856786INACTIVECATJUC CORP.$0$01.00000Yes (true)
KENNEDY ACCESS INCORPORATED
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107472661672INVESTMENTSNJTJUC CORP.$0$01.00000Yes (true)
KENNEDY MANAGEMENT GROUP INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107223347294MANAGEMENTNJTJUC CORP.$1,609,240$2,864,8391.00000Yes (true)
MID-ATLANTIC MATERNAL FETAL INSTITUTE
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232922471INACTIVEPATJUC CORP.$0$01.00000Yes (true)
MID-ATLANTIC MATERNAL FETAL INSTITUTE PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107223536371INACTIVENJTJUC CORP.$0$01.00000Yes (true)
PARTNERS INSURANCE COMPANY OF NJ
1101 MARKET STREET SUITE 2400PHILADELPHIAPA19107990925330INSURANCENJTJUC CORP.$0$4,500,0001.00000Yes (true)
PARTNERS INSURANCE COMPANY INC
1101 MARKET STREET SUITE 2400PHILADELPHIAPA19107883557817INSURANCEPATJUC CORP.-$420,548$3,079,0281.00000Yes (true)
PROFESSIONAL MEDICAL MANAGEMENT INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222559690INACTIVENJTJUC CORP.$0$01.00000Yes (true)
REHAB VENTURES INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232619394INACTIVEPATJUC CORP.$2,241$1,581,1041.00000Yes (true)
SYSTEM SERVICE CORPORATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232218944HOLDING CO.DETJUC CORP.$139,193$11,358,9191.00000Yes (true)
TF DEVELOPMENT LTD
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232197865REAL ESTATEPATJUC CORP.$4,627,894$56,199,2701.00000Yes (true)
TJU INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232146678REAL ESTATEPATJUC CORP.$64,702$1,000,0001.00000Yes (true)
WALNUT REALTY CO
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232332416REAL ESTATEPATJUC CORP.$654$10,1021.00000Yes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART VFormAndLineReferenceDesc
ExplanationTHE 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