2025-05-14T16:55:57-04:00 2024-06-30 WithumSmithBrown PC 1835 MARKET STREET STE 1710 PHILADELPHIA PA 19103 990 2023-07-01 231352651 THOMAS JEFFERSON UNIVERSITY % RONALD C KELLER CPA THOM 2155038344 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 THOMAS MARCHOZZI CFO 2159554773 2025-05-08 true true Scott J Mariani P00642486 2155462140 2023 2025-03-06 01:10:19Z JOSEPH G CACCHIONE MDFACC 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 1633302827 false X WWW.JEFFERSON.EDU X 1824 PA IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION. 20 19 7711 2558 2184929 223785 51229318 44702851 1595688525 1551148170 19777297 14041663 -557331 3356599 1666137809 1613249283 35563875 42297315 0 0 877191863 926301543 0 0 1057514 736737538 700960821 1649493276 1669559679 16644533 -56310396 4738692430 5080196016 3769696029 4019652022 968996401 1060543994 X THOMAS JEFFERSON UNIVERSITY ("TJU") IS A COMPREHENSIVE UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR THE 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, FASHION, ENGINEERING, HEALTH, MEDICINE, SCIENCE AND TEXTILES - INFUSED WITH THE LIBERAL ARTS. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. false false 1613581033 42288687 1551148170 EXPENSES INCURRED IN FUNCTIONING AS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY, AS WELL AS, THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. ADDITIONALLY, THIS ORGANIZATION SERVES AS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. FOR ADDITIONAL INFORMATION, PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. 1613581033 true true false true false false false true false true true false true true true false false true true false true true false false true false false true true true true false false false false false false false false false false true true false false true true true true false false true X 1299 0 true 7711 true true true true IT false false false true true false false false false true false X 20 19 false false true false false false false true true false false true true true true true true true true true true CA PA X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X JOSEPH G CACCHIONEMDFACC TRUSTEE - CEO TJU/JEFF HEALTH 60.0 0.0 X X 5674228 0 73702 BRUCE A MEYER MD MBA FORMER KEY EMPLOYEE 0.0 0.0 X 2817454 0 18488 SRINIVAS PRASAD MD MS PROFESSOR & PHYSICIAN 55.0 0.0 X 59932 2577187 49774 PETER L DEANGELIS JR FORMER OFFICER 0.0 0.0 X 2621299 0 62405 JACK JALLO MD PHD PROFESSOR & PHYSICIAN 55.0 0.0 X 318245 2245015 96877 Baligh R YehiaMDMPPMSc PRESIDENT JEFFERSON HEALTH 55.0 0.0 X 2327969 0 10379 JOSHUA HELLER MD PROFESSOR & PHYSICIAN 55.0 0.0 X 60002 2120184 69848 ROBERT H ROSENWASSER MD PROFESSOR & PHYSICIAN 55.0 0.0 X 1775562 281823 91285 MICHAEL REID GOOCH MD PROFESSOR & PHYSICIAN 55.0 0.0 X 47997 2008484 64052 CRISTINA G CAVALIERI ESQ SEC - EVP, CHIEF LEGAL COUNSEL 60.0 0.0 X 2011424 0 62704 STEPHEN K KLASKO MD MBA FORMER OFFICER 0.0 0.0 X 2015000 0 0 MARK L TYKOCINSKI MD FORMER KEY EMPLOYEE 0.0 0.0 X 1853582 0 65726 MARK M WHALEN EVP, CSO & CAO 55.0 0.0 X 1227107 0 47805 LAURENCE M MERLIS FORMER KEY EMPLOYEE 0.0 0.0 X 1220433 0 18396 JOHN P MORDACH TREASURER - EVP & CFO 60.0 0.0 X 1174158 0 27717 CLAYTON FITZHUGH EVP, CHIEF HR OFF. (TERM 7/23) 55.0 0.0 X 1124607 0 49224 KATHLEEN GALLAGHER EVP, COO TJU (TERM 7/23) 55.0 0.0 X 1081924 0 62638 MICHAEL B WALSH SVP, FIN TJU & JH (term 8/23) 55.0 0.0 X 0 963753 13356 STEPHEN T SMITH EVP, CAO 55.0 0.0 X 879732 0 85927 LISA SATTESON SHRM-SCP EVP, CHIEF HR OFFicer 55.0 0.0 X 708087 0 82356 ELIZABETH DALE EDD MPA FORMER KEY EMPLOYEE 0.0 0.0 X 537585 0 1003 JOHN C EKARIUS FORMER KEY EMPLOYEE 0.0 0.0 X 516318 0 6851 SUSAN C ALDRIDGE PHD PRESIDENT TJU 55.0 0.0 X 460317 0 8669 PATRICIA D WELLENBACH CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 LESLIE J MCNAMARA VICE CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 MICHAEL E SNEED VICE CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 ROBERT S ADELSON ESQ TRUSTEE 5.0 0.0 X 0 0 0 STEPHEN P CRANE TRUSTEE 5.0 0.0 X 0 0 0 MIMI DRAKE TRUSTEE 5.0 0.0 X 0 0 0 JOHN J FUNG MD PHD TRUSTEE 5.0 0.0 X 0 0 0 LEA D KNIGHT TRUSTEE 5.0 0.0 X 0 0 0 MATTHEW S LEVITTIES TRUSTEE 5.0 0.0 X 0 0 0 ANDREW J MORRISROE TRUSTEE 5.0 0.0 X 0 0 0 DEBRA L NESS TRUSTEE 5.0 0.0 X 0 0 0 TIM O'ROURKE TRUSTEE 5.0 0.0 X 0 0 0 MELANIE M PENNA TRUSTEE 5.0 0.0 X 0 0 0 LAWRENCE S REICHLIN TRUSTEE 5.0 0.0 X 0 0 0 RICHARD T RILEY TRUSTEE 5.0 0.0 X 0 0 0 RAMONA ROGERS-WINDSOR TRUSTEE 5.0 0.0 X 0 0 0 RICHARD C SHEERR TRUSTEE 5.0 0.0 X 0 0 0 JOHN P SILVESTRI TRUSTEE 5.0 0.0 X 0 0 0 TRISTA M WALKER TRUSTEE 5.0 0.0 X 0 0 0 30512962 10196446 1069182 1586 true true false GE PRECISION HEALTHCARE LLC PO BOX 96483 CHICAGO IL 60693 MEDICAL TECHNOLOGY 51606541 ENGIE INSIGHT SERVICES INC 530 FIFTH AVENUE SUITE 809 NEW YORK NY 10036 CONSULTING 44961811 HURON CONSULTING GROUP LLC PO BOX 71223 CHICAGO IL 606941223 CONSULTING 29234480 PULLMAN SST INC PO BOX 75090 BALTIMORE MD 212755090 CONSTRUCTION 14168275 EPIC SYSTEMS CORPORATION PO BOX 88314 MILWAUKEE WI 532880314 SOFTWARE & MAINT. 12717991 364 1035624 1000000 42667227 912671 44702851 TUITION & EDUCATION 611310 310944358 310944358 ACADEMIC RESEARCH 541990 95887825 95887825 RENTAL INCOME FROM AFFILIATES 531190 6698859 6917703 -218844 PROGRAM SERVICE RELATED REVENUE 611310 1137617128 1137617128 1551148170 7283094 7283094 0 0 2225472 2186518 38954 0 38954 38954 24082637 17324068 24082637 -17324068 6758569 1497619 5260950 542958 1035624 542958 0 0 0 0 0 0 PARKING 812930 3317645 906154 2411491 3317645 1613249283 1551367014 2184929 14994489 X 15484996 15484996 22786660 22786660 4025659 4025659 0 17180674 17180674 0 709823702 685106369 23884466 832867 43987304 42494361 1492943 96923531 93649098 3274433 58386332 56418112 1968220 3204469 3166446 38023 22092804 20981124 1111680 2222382 2110197 112185 930111 930111 0 13778948 13778948 247071992 234952008 12080409 39575 29470845 28010807 1459923 115 31680799 30335071 1296379 49349 123445913 117364225 6055026 26662 0 33368971 32238592 1130190 189 13081726 12957037 106395 18294 0 2234004 2194961 38757 286 13459974 13227872 232102 0 31646189 31633333 12856 1048195 1048195 REPAIRS & MAINTENANCE 61787591 61786701 890 RESEARCH SUPPLIES 17225648 17225648 DUES & SUBSCRIPTIONS 15564754 15060824 502437 1493 OTHER EXPENSES 37645506 37433004 124708 87794 1669559679 1613581033 54921132 1057514 X 253863539 96771875 50961579 53295311 116102563 99742270 47975273 63464722 0 0 0 0 19348239 19013930 529903 1041149 105347113 62359866 2053559964 734006344 621563501 1319553620 0 0 0 0 882953267 893477491 5757624 5681944 2634289829 2465793838 4738692430 5080196016 339272138 369768825 0 0 23966198 22450665 2577993741 2857245112 0 0 0 0 585909137 583954245 0 0 242554815 186233175 3769696029 4019652022 X 391092025 453015418 577904376 607528576 968996401 1060543994 4738692430 5080196016 X -56310396 59387683 255304 88215002 X X false true X true true true X 29389665 55688196 59017174 51229318 44702851 240027204 0 0 29389665 55688196 59017174 51229318 44702851 240027204 17001765 223025439 3002610 220028 3800595 -51834 7283094 14254493 0 6904723 6710829 1127264 1378430 3317645 19438891 273720588 6652738559 0.81479 0.77820 X SCHEDULE A, PART II THE ORGANIZATION RECEIVED A CONTRIBUTION IN THE AMOUNT OF $12,500,000 IN FISCAL YEAR 2022. THIS CONTRIBUTION IS BEING CLASSIFIED AS AN UNUSUAL GRANT AND IS EXCLUDED FROM BOTH THE NUMERATOR AND DENOMINATOR IN THE PUBLIC SUPPORT PERCENTAGE CALCULATION. THIS CONTRIBUTION IS UNUSUAL IN NATURE BECAUSE, ACCORDING TO FORM 990, SCHEDULE A INSTRUCTIONS AND IN ACCORDANCE WITH TREASURY REGULATIONS 1.509(A)-3(C)(4): - THE DONOR WAS ATTRACTED BECAUSE OF THE PUBLICLY SUPPORTED NATURE OF THE ORGANIZATION, - THE CONTRIBUTION WAS UNUSUAL AND UNEXPECTED BECAUSE OF THE AMOUNT, AND - THE CONTRIBUTION WAS LARGE ENOUGH THAT IT WOULD SIGNIFICANTLY DECREASE THE ORGANIZATION'S PUBLIC SUPPORT PERCENTAGE. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false false false false true 930111 930111 false SCHEDULE C, PART II-B, LINE 1i DURING 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. 5747881 X X X false false false 745985592 18667345 67234217 0 46526931 0 785360223 708211941 20305201 58808329 0 41339879 0 745985592 785871653 38021872 -59255745 0 56425839 0 708211941 608011097 53525446 152133402 0 27798292 0 785871653 612893064 9234345 12089709 0 26206021 0 608011097 0.47090 0.52910 false false 40390609 40390609 1341090735 443426034 897664701 58022941 17806657 40216284 543100721 266724848 276375873 70954958 6048805 64906153 1319553620 ASSETS WHOSE USE IS LIMITED 14364576 F SHORT-TERM INVESTMENTS 90409705 F LONG-TERM INVESTMENTS 788703210 F 893477491 DUE FROM AFFILIATES 2323255052 RIGHT OF USE ASSETS 111287821 OTHER RECEIVABLES 3243641 OTHER ASSETS 28007324 2465793838 0 GRANT & CONTRACT ADVANCES 29687995 FEDERAL STUDENT LOAN ADVANCES 3664726 ACCRUED PENSION LIABILITY 37414464 ACCRUED WORKERS COMPENSATION CLAIMS 12318694 INTEREST RATE SWAP CONTRACTS 9203192 RIGHT OF USE LIABILITY 89974407 OTHER LIABILITIES 3969697 186233175 SCHEDULE D, PART III; QUESTION 4 THE ORGANIZATION MAINTAINS A COLLECTION OF PORTRAITS AND MEDICAL/SURGICAL HISTORICAL OBJECTS THAT ARE USED TO DEMONSTRATE ITS ACHIEVEMENTS AND CONTRIBUTIONS IN THE STUDY OF MEDICINE. THE ORGANIZATION CAPITALIZES WORKS OF ART, HISTORICAL TREASURERS OR SIMILAR ASSETS AND RECORDS THEM AT FAIR MARKET VALUE AT THE DATE OF THE CONTRIBUTION. SCHEDULE D, PART V; QUESTION 4 ENDOWMENT FUNDS ARE 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. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I; QUESTION 3 THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. THE ORGANIZATION'S UNIVERSITY HANDBOOK CONTAINS AN EQUAL OPPORTUNITY STATEMENT. THIS EQUAL OPPORTUNITY STATEMENT IS PUBLICLY ACCESSIBLE ON THE UNIVERSITY'S WEBSITE AT THE FOLLOWING ADDRESS: https://www.jefferson.edu/life-at-jefferson/handbooks/equal-opportunity-st atement.html SCHEDULE E, PART I; QUESTION 6 DURING 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. true Central America and the Caribbean 0 0 Investments 72406171 East Asia and the Pacific 0 0 Investments 244074000 Europe (Including Iceland and Greenland) 0 0 Investments 333156096 Middle East and North Africa 0 0 Investments 8290000 North America 0 0 Investments 42038970 Russia and the Newly Independent States 0 0 Investments 195000 South America 0 0 Investments 22851000 South Asia 0 0 Investments 14876000 Sub-Saharan Africa 0 0 Investments 11364000 Europe (Including Iceland and Greenland) 0 0 Grantmaking 1684702 Middle East and North Africa 0 0 Grantmaking 38000 North America 0 0 Grantmaking 26486 South America 0 0 Grantmaking 34004 South Asia 0 0 Grantmaking 2242467 0 0 0 0 753276896 753276896 North America SPONSORED 26486 CHECK Europe (Including Iceland and Greenland) SPONSORED 92547 CHECK Europe (Including Iceland and Greenland) SPONSORED 7804 CHECK South America SPONSORED 34004 CHECK Europe (Including Iceland and Greenland) SPONSORED 97874 CHECK Europe (Including Iceland and Greenland) SPONSORED 1391911 CHECK Europe (Including Iceland and Greenland) SPONSORED 38400 CHECK South Asia SPONSORED 2218785 CHECK Europe (Including Iceland and Greenland) SPONSORED 38880 CHECK Middle East and North Africa SPONSORED 38000 CHECK South Asia SPONSORED 23682 CHECK Europe (Including Iceland and Greenland) SPONSORED 17286 CHECK 12 0 true false false true true false SCHEDULE F, PART I DURING 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 2 THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET. SCHEDULE F, PART IV; QUESTION 5 THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2024. 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PITTSBURGH PA 152517220 237932120 501(C)(3) 22310 PROGRAM SUPPORT UNIVERSITY OF ROCHESTER 1325 MT HOPE AVE ROCHESTER NY 14620 160743209 501(C)(3) 53148 PROGRAM SUPPORT UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BLVD MOBILE AL 36688 630477348 501(C)(3) 24821 PROGRAM SUPPORT UNIVERSITY OF SOUTHERN CALIFORNIA 3500 SOUTH FIGUEROA LOS ANGELES CA 90089 951642394 501(C)(3) 239721 PROGRAM SUPPORT UNIVERSITY OF TEXAS AT DALLAS PO BOX 4266 HOUSTON TX 772104266 760781859 GOV'T ORG 146991 PROGRAM SUPPORT UNIVERSITY OF TEXAS MD ANDERSON CANCER CTR 6565 MD ANDERSON BLVD HOUSTON TX 77210 174600111 56475 PROGRAM SUPPORT UNIVERSITY OF TEXAS MED BRANCH AT GALVESTON 301 UNIVERSITY BLVD GALVESTON TX 77555 746057279 67536 PROGRAM SUPPORT UNIVERSITY OF WASHINGTON PO BOX 9468 SEATTLE WA 98195 916001537 GOV'T ORG 9647 PROGRAM SUPPORT UNIVERSITY OF WISCONSIN SYSTEM PO BOX 78770 MILWAUKEE WI 532780770 391805963 501(C)(3) 58970 PROGRAM SUPPORT VANDERBILT UNIVERSITY PO BOX 121236 DALLAS TX 753121236 311703876 501(C)(3) 22398 PROGRAM SUPPORT WASHINGTON STATE UNIVERSITY PO BOX 641025 PULLMAN WA 99164 916001108 GOV'T ORG 15025 PROGRAM SUPPORT WASHINGTON UNIVERSITY 700 ROSEDALE AVE CB1034 ST LOUIS MO 63112 901067283 501(C)(3) 30814 PROGRAM SUPPORT WISTAR INSTITUTE OF ANATOMY & BIOLOGY 3501 SPRUCE STREET PHILADELPHIA PA 19104 236434390 501(C)(3) 407073 PROGRAM SUPPORT YALE UNIVERSITY 77 PROSPECT STREET NEW HAVEN CT 06511 060646973 501(C)(3) 59177 PROGRAM SUPPORT 68 9 SCHOLARSHIPS 1609 22786660 SCHEDULE I, PART I, LINE 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X X true true X X X X true true false false false false false true false JOSEPH G CACCHIONEMDFACC TRUSTEE - CEO TJU/JEFF HEALTH 3250111 0 1476870 0 947247 0 42900 0 30802 0 5747930 0 369600 0 BRUCE A MEYER MD MBA FORMER KEY EMPLOYEE 0 0 0 0 2817454 0 0 0 18488 0 2835942 0 0 0 SRINIVAS PRASAD MD MS PROFESSOR & PHYSICIAN 58222 885896 0 1691291 1710 0 6600 33000 10174 0 76706 2610187 0 0 PETER L DEANGELIS JR FORMER OFFICER 59300 0 743211 0 1818788 0 42900 0 19505 0 2683704 0 171645 0 JACK JALLO MD PHD PROFESSOR & PHYSICIAN 259396 1129813 0 1115202 58849 0 34450 33000 29427 0 382122 2278015 0 0 Baligh R YehiaMDMPPMSc PRESIDENT JEFFERSON HEALTH 1547212 0 678156 0 102601 0 0 0 10379 0 2338348 0 0 0 JOSHUA HELLER MD PROFESSOR & PHYSICIAN 57902 1170267 0 940025 2100 9892 7071 33000 29777 0 96850 2153184 0 0 ROBERT H ROSENWASSER MD PROFESSOR & PHYSICIAN 1323966 281823 224133 0 227463 0 42900 28182 20203 0 1838665 310005 0 0 MICHAEL REID GOOCH MD PROFESSOR & PHYSICIAN 46832 917927 0 927883 1165 162674 4731 33000 26321 0 79049 2041484 0 0 CRISTINA G CAVALIERI ESQ SEC - EVP, CHIEF LEGAL COUNSEL 1063885 0 425997 0 521542 0 42900 0 19804 0 2074128 0 137500 0 STEPHEN K KLASKO MD MBA FORMER OFFICER 0 0 0 0 2015000 0 0 0 0 0 2015000 0 0 0 MARK L TYKOCINSKI MD FORMER KEY EMPLOYEE 798461 0 402313 0 652808 0 42900 0 22826 0 1919308 0 119213 0 MARK M WHALEN EVP, CSO & CAO 950909 0 243076 0 33122 0 17008 0 30797 0 1274912 0 7700 0 LAURENCE M MERLIS FORMER KEY EMPLOYEE 0 0 0 0 1220433 0 0 0 18396 0 1238829 0 0 0 JOHN P MORDACH TREASURER - EVP & CFO 930567 0 200000 0 43591 0 0 0 27717 0 1201875 0 0 0 CLAYTON FITZHUGH EVP, CHIEF HR OFF. (TERM 7/23) 366685 0 368907 0 389015 0 42900 0 6324 0 1173831 0 99688 0 KATHLEEN GALLAGHER EVP, COO TJU (TERM 7/23) 404875 0 241355 0 435694 0 42900 0 19738 0 1144562 0 84150 0 MICHAEL B WALSH SVP, FIN TJU & JH (term 8/23) 0 402393 0 324251 0 237109 0 0 0 13356 0 977109 0 0 STEPHEN T SMITH EVP, CAO 595713 0 213003 0 71016 0 57900 0 28027 0 965659 0 11000 0 LISA SATTESON SHRM-SCP EVP, CHIEF HR OFFicer 502043 0 176547 0 29497 0 53638 0 28718 0 790443 0 0 0 ELIZABETH DALE EDD MPA FORMER KEY EMPLOYEE 470 0 0 0 537115 0 0 0 1003 0 538588 0 0 0 JOHN C EKARIUS FORMER KEY EMPLOYEE 0 0 0 0 516318 0 0 0 6851 0 523169 0 0 0 SUSAN C ALDRIDGE PHD PRESIDENT TJU 456466 0 0 0 3851 0 0 0 8669 0 468986 0 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2023 FORMS W-2. SCHEDULE J, PART I; QUESTION 1 CERTAIN OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 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 4A THE 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 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 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 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2023 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. SCHEDULE J, PART II; COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. A PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917SNP4 2015-02-26 550268991 CONSTRUCTION & REFUNDING PREV BOND false false false B PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 71781XCR2 2017-02-08 380043540 REFINANCE PRIOR BONDS & CAP PROJ. false false false C MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH 232328939 613603ZK8 2018-05-03 539430006 REFINANCE PRIOR BONDS & CAP PROJ. false false false D MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH 232247147 613603B57 2019-06-27 497019314 REFINANCE PRIOR BONDS & CAP PROJ. false false false A 10545000 0 550268991 0 0 0 4608598 0 0 150005393 395655000 0 2016 true false true true B 5000000 0 380043540 0 0 0 3811350 0 0 9310262 0 0 2018 true false true true C 2915000 0 539730432 0 0 0 4432770 0 0 164598884 0 12651431 2021 true false true true D 0 0 497019314 0 0 0 4280956 0 0 314522466 0 58811497 2021 true false true true A false false false false 0 false false false true B false false false false 0 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false false false true true false 0 false 0 false true B false false false true true false 0 false 0 false true C false true false false true false 0 false 0 false true D false true false false false false 0 false 0 false true A true B true C true D true 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. A MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH 232447147 613603G94 2022-02-02 757321187 REFINANCE PRIOR BONDS & CAP PROJ. false false false B PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917tmp3 2024-05-31 315055000 FACILITY CONSTRUCTION & PURCHASE false false false A 0 0 760807187 0 0 0 5994580 0 0 0 193387988 557938619 true false false true B 0 0 315055000 0 6858998 0 804692 0 0 307391310 0 0 false false false true A false false false false 0 false false false true B false false false false 0 false false false true A false true false false false false 0 false 0 false true B false true false false true false 0 false 0 false true A true B true 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. X 1 22500 FMV X 13 827824 FMV X DIGITAL ADS 1 42347 FMV X FF&E 1 20000 FMV false true false CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THOMAS JEFFERSON UNIVERSITY IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE MEMBER OR STOCKHOLDER OF VARIOUS ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY ("TJU") WAS FIRST INCORPORATED UNDER THE NAME JEFFERSON MEDICAL COLLEGE OF PHILADELPHIA BY A SPECIAL ACT OF THE PENNSYLVANIA GENERAL ASSEMBLY IN 1838. TODAY, TJU IS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY ("SKMC") AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES, LIFE SCIENCES, ARCHITECTURE & THE BUILT ENVIRONMENT, DESIGN ENGINEERING & COMMERCE, AND HUMANITIES & SCIENCES. TJU'S EDUCATIONAL PROGRAMS ARE FULLY ACCREDITED AND IT EDUCATES OVER 8,200 STUDENTS ANNUALLY. TJU EDUCATES MEDICAL STUDENTS, NURSES, SCIENTISTS, PHYSICIAN'S ASSISTANTS, TECHNICIANS, PHARMACISTS, OCCUPATIONAL AND PHYSICAL THERAPISTS, POPULATION HEALTH EXPERTS, AND OTHER HEALTHCARE PROFESSIONALS TO PROVIDE HEALTHCARE SERVICES AND TO CONDUCT CUTTING-EDGE SCIENTIFIC AND MEDICAL RESEARCH IN THE CURE AND PREVENTION OF DISEASES. TJU ALSO CONDUCTS CLINICAL AND STATISTICAL RESEARCH, STUDIES, AND EXPERIMENTS TO IMPROVE CURRENT DISEASE PREVENTION AND TREATMENT KNOWLEDGE AND TECHNIQUES. TJU DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTER-PROFESSIONAL APPROACHES TO LEARNING THAT OFFER A VIBRANT AND EXPANDABLE PLATFORM FOR EDUCATION. THROUGH THIS UNIQUE MODEL, WE ARE PREPARING OUR STUDENTS FOR CURRENT AND YET-TO-BE-IMAGINED CAREERS - SETTING TOMORROW'S STANDARDS BY BREAKING TODAY'S. UNIVERSITY MISSION: WE ARE A UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION & TEXTILES, HEALTH, SCIENCE AND SOCIAL SCIENCE - INFUSED WITH THE LIBERAL ARTS. ENTERPRISE MISSION: WE IMPROVE LIVES. ENTERPRISE VISION: REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. COMMITMENT TO DIVERSITY & EQUITY: JEFFERSON HOLDS ITSELF ACCOUNTABLE, AT EVERY LEVEL OF THE ORGANIZATION, TO NURTURE AN ENVIRONMENT OF INCLUSION AND RESPECT, BY VALUING THE UNIQUENESS OF EVERY INDIVIDUAL, CELEBRATING AND REFLECTING THE RICH DIVERSITY OF ITS COMMUNITIES, AND TAKING MEANINGFUL ACTION TO CULTIVATE AN ENVIRONMENT OF FAIRNESS, BELONGING & OPPORTUNITY. THOMAS JEFFERSON UNIVERSITY 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 ACCOMPLISHMENTS GRADUATE: THE SIDNEY KIMMEL MEDICAL COLLEGE (SKMC) RANKS #61 IN THE CATEGORY OF BEST MEDICAL SCHOOL (PRIMARY CARE) AND #56 OF BEST MEDICAL SCHOOL (RESEARCH). THE SCHOOL OF REHABILITATION SCIENCES IS RANKED #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 ACCOMPLISHMENTS SKMC IS RECOGNIZED FOR ITS BALANCED APPROACH TO MEDICAL EDUCATION, AND APPROXIMATELY ONE OUT OF FOUR TO ONE OUT OF FIVE APPLICANTS THROUGHOUT THE UNITED STATES APPLY TO SKMC. IT IS COMMITTED TO (1) EDUCATING PHYSICIANS WHO WILL FORM AND LEAD THE INTEGRATED HEALTHCARE DELIVERY AND RESEARCH TEAMS OF TOMORROW; (2) DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE THROUGH INVESTIGATION FROM THE LABORATORY TO THE BEDSIDE, AND INTO THE COMMUNITY; AND (3) SETTING THE STANDARD FOR QUALITY, COMPASSIONATE AND EFFICIENT PATIENT CARE FOR OUR COMMUNITY AND FOR THE NATION. 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 ACCOMPLISHMENTS JEFFERSON COLLEGE OF REHABILITATION SCIENCES -------------------------------------------- JEFFERSON COLLEGE OF REHABILITATION SCIENCES BRINGS TOGETHER OCCUPATIONAL THERAPY, PHYSICAL THERAPY, ATHLETIC TRAINING, AND SPEECH AND LANGUAGE PATHOLOGY. OUR GOAL IS TO PROVIDE PROGRAMS THAT ARE UNIQUE IN TERMS OF EDUCATING STUDENTS TO PROVIDE HIGH-QUALITY CARE THAT WILL INTEGRATE PEOPLE BACK INTO THEIR COMMUNITIES. THE COLLEGE OF REHABILITATION SCIENCES IS PROUD TO BE HOME TO TWO PROGRAMS RANKED BY US NEWS & WORLD REPORT: OCCUPATIONAL THERAPY AND THE DEPARTMENT OF PHYSICAL THERAPY. BOTH PROGRAMS OFFER STUDENTS OPPORTUNITIES TO PARTICIPATE IN RESEARCH, CLINICAL, AND EDUCATIONAL EXPERIENCES. THE COLLEGE IS COMMITTED TO BECOMING A RECOGNIZED LEADER IN INNOVATIVE EDUCATIONAL, CLINICAL AND RESEARCH PROGRAMS. FUTURE PLANS FOR THE COLLEGE INCLUDE ESTABLISHING DEPARTMENTS OF REHABILITATION SCIENCES AND TECHNOLOGY, SPEECH AND LANGUAGE PATHOLOGY AND OUTCOMES MEASUREMENT, AS WELL AS DIVISIONS FOR THE STUDY OF COGNITION, ASSISTIVE TECHNOLOGY, AND HUMAN ENGINEERING AND DESIGN. JEFFERSON COLLEGE OF LIFE SCIENCES ---------------------------------- THE MISSION OF THE JEFFERSON COLLEGE OF LIFE SCIENCES ("JCLS") IS TO "TRAIN TOMORROW'S SCIENTIFIC LEADERS TODAY" BY PROVIDING THE HIGHEST QUALITY UNDERGRADUATE, GRADUATE AND POSTDOCTORAL EDUCATION AND RESEARCH TRAINING IN THE LIFE SCIENCES, IN ORDER TO PREPARE STUDENTS AND FELLOWS TO MAKE SIGNIFICANT CONTRIBUTIONS TO THE PROGRESS OF LIFE SCIENCE THROUGH CAREERS INCLUDING ACADEMIA, INDUSTRY, AND GOVERNMENT. JCLS AND ITS FACULTY OFFER COURSES AND PROGRAMS ACROSS A WIDE FIELD OF BASIC AND TRANSLATIONAL SCIENCES, LEADING TO THE BS DEGREE, PHD DEGREE, THE MS DEGREE AND GRADUATE CERTIFICATE PROGRAMS. IN ADDITION, JCLS OFFERS A POST BACCALAUREATE PRE-PROFESSIONAL PROGRAM FOR CANDIDATES INTERESTED IN COMPLETING THEIR PREREQUISITE COURSE WORK FOR MEDICAL AND PROFESSIONAL SCHOOLS. THE COLLEGE ALSO COORDINATES POSTDOCTORAL TRAINING PROGRAMS ACROSS THE CAMPUS. ADDITIONALLY, JCLS, IN CONJUNCTION WITH THE SIDNEY KIMMEL MEDICAL COLLEGE, OFFERS A COMBINED MD/PHD PROGRAM. THE COLLEGE'S EDUCATION AND TRAINING PROGRAMS PROVIDE A SOLID FOUNDATION FOR GRADUATES, MANY OF WHOM HAVE PURSUED ADDITIONAL GRADUATE AND PROFESSIONAL EDUCATION AND TRAINING PROGRAMS. OTHER JCLS GRADUATES HAVE DIRECTLY ENTERED SUCCESSFUL CAREERS INCLUDING POSITIONS AT COLLEGES AND UNIVERSITIES, PHARMACEUTICAL AND BIOTECHNOLOGY COMPANIES, HEALTHCARE SETTINGS, GOVERNMENT AGENCIES, AND MANY OTHER PROFESSIONAL VENUES. 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 ACCOMPLISHMENTS CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH: IN 1939, MR. AND MRS. THOMAS D. CARDEZA ESTABLISHED THE CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH IN THE DIVISION OF HEMATOLOGY IN DEPARTMENT OF MEDICINE AT THOMAS JEFFERSON UNIVERSITY AS A MEMORIAL TO CHARLOTTE DRAKE CARDEZA. CARDEZA FOUNDATION ENABLES TJU TO CONDUCT A BROAD RANGE OF BASIC RESEARCH, CLINICAL AND TRANSLATIONAL RESEARCH AND CORE LABORATORIES RELATED TO HEMATOLOGY, INCLUDING THROMBOSIS AND HEMOSTASIS, CIRCULATING BLOOD PLATELET CONTRIBUTIONS TO BLOOD CLOTTING AND GROWTH OF SOLID TUMORS, GENETIC EFFECTS OF PLATELET FUNCTIONS, BREAST AND PROSTATE CANCER CELL METASTASIS, GENE EXPRESSION IN MEGAKARYOCYTES AND PLATELETS AND THEIR ROLE IN CARDIOVASCULAR DISEASE AND THROMBOPOIESIS. FARBER INSTITUTE FOR NEUROSCIENCE: COMPOSED OF THE DEPARTMENTS OF NEUROLOGICAL SURGERY, NEUROLOGY, NEUROSCIENCE AND PSYCHIATRY AND HUMAN BEHAVIOR, THE FARBER INSTITUTE FOR NEUROSCIENCE, A DIVISION OF TJU, CONDUCTS BASIC, TRANSLATIONAL AND CLINICAL RESEARCH TO UNDERSTAND THE FUNDAMENTAL MECHANISMS OF THE NORMAL AND DISEASED BRAIN. FARBER INSTITUTE SPECIALISTS TRANSLATE THEIR UNDERSTANDING INTO TREATMENTS FOR NEURODEGENERATIVE AND OTHER DEVASTATING DISORDERS. RESEARCHERS AT THE INSTITUTE SHARE THEIR FINDINGS AND EXPERIENCES WITH OTHER ACADEMICS AND SPECIALISTS FROM AROUND THE WORLD AND WORK TOGETHER TO TREAT, PREVENT, AND FIND CURES FOR ALL KINDS OF NEUROLOGICAL AND SPINE DISORDERS. JEFFERSON VACCINE CENTER: JEFFERSON MEDICAL COLLEGE ESTABLISHED THE JEFFERSON VACCINE CENTER ("JVC") IN 2007 WITH THE GOAL OF COMBINING AND FURTHER ENHANCING THE EXISTING INTEREST AND EXPERTISE AT TJU IN THE AREA OF VACCINE RESEARCH FOR INFECTIOUS DISEASES AND CANCER. JVC COMBINES AND UTILIZES RESEARCH EFFORT IN IMMUNOLOGY, MICROBIAL PATHOGENESIS AND TUMOR IMMUNOLOGY. THE MISSION OF THE JVC IS TO STRENGTHEN THE BASIC AND TRANSLATIONAL RESEARCH AT TJU IN VACCINOLOGY AND THERAPEUTICS BY ESTABLISHING CUTTING EDGE RESEARCH PROGRAMS IN VACCINOMICS AND BUILDING A NATIONALLY AND INTERNATIONALLY KNOWN CENTER OF EXCELLENCE. DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY: THE DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY, PART OF TJU'S DEPARTMENT OF PATHOLOGY, ANATOMY AND CELL BIOLOGY, PROVIDES AN INTERDISCIPLINARY BASE FOR RESEARCH AND EDUCATION IN THE RAPIDLY EVOLVING FIELDS OF INTEGRATIVE MODELING AND COMPUTATIONAL ANALYSIS OF THE DYNAMICS OF BIOLOGICAL SYSTEMS. THE INSTITUTE FOCUSES ON THE DEVELOPMENT OF MAMMALIAN SYSTEMS BIOLOGY TO STUDY THE MULTI-SCALE REGULATORY NETWORKS IN THE CONTEXT OF ADAPTATION IN CENTRAL AUTONOMIC CONTROL CIRCUITS, DYSFUNCTION OF CARDIO-RESPIRATORY REGULATION, ALCOHOLIC LIVER DISEASE AND LIVER REPAIR, AND STEM CELL DIFFERENTIATION. IN ORDER TO STUDY INTRA- AND INTER-CELLULAR NETWORKS, TJU EMPLOYS GENOMIC AND OTHER "OMIC" TECHNOLOGIES TO ACQUIRE DATASETS SUITABLE FOR ANALYSES TO IDENTIFY VARIABLES AND RELATIONSHIPS THAT PROVIDE A BASIS FOR MODELING AND SIMULATION OF MULTI-SCALE SYSTEM DYNAMICS. TJU DEVELOPS BIOINFORMATICS TOOLS TO IMPROVE THE ABILITY TO DERIVE NETWORKS, PATHWAYS AND RELATIONSHIPS SUBSERVING CELLULAR PROCESSES. TJU BRINGS PRINCIPLES OF CONTROL AND SYSTEMS THEORY AS WELL AS PROBABILISTIC/STATISTICAL TECHNIQUES TO BEAR ON THE ANALYSIS OF BIOLOGICAL PROCESSES. BUSINESS COMBINATIONS ===================== EFFECTIVE OCTOBER 4, 2021, JEFFERSON HEALTH AND EINSTEIN HEALTHCARE NETWORK FINALIZED A MERGER OF THE TWO HEALTH SYSTEMS WHICH WILL DRIVE HEALTH CARE FORWARD THROUGHOUT GREATER PHILADELPHIA. BY BRINGING TOGETHER TWO PRESTIGIOUS ACADEMIC MEDICAL CENTERS, THE EXPANSION OF JEFFERSON HEALTH CREATES AN INTEGRATED 18-HOSPITAL HEALTH SYSTEM FOCUSED ON PROVIDING GREATER ACCESS TO HIGH-QUALITY PATIENT CARE IN OUR COMMUNITIES AND DELIVERING OUTSTANDING HEALTH SCIENCES EDUCATION TO TOMORROW'S HEALTH CARE PROFESSIONALS. WITH THE ADDITION OF EINSTEIN, JEFFERSON HEALTH WILL HOST THE LARGEST NUMBER OF RESIDENTS AND FELLOWS IN THE GREATER PHILADELPHIA REGION. JEFFERSON AND EINSTEIN WILL PLAY A CRITICAL ROLE IN EDUCATING FUTURE HEALTH CARE LEADERS AND BUILDING A PIPELINE OF CLINICAL EXPERTISE TO SERVE THE COMMUNITY. EFFECTIVE NOVEMBER 1, 2021, JEFFERSON HEALTH ACQUIRED THE REMAINING 50 PERCENT OWNERSHIP INTEREST IN HEALTH PARTNERS PLANS, INC. ("HPP") FROM TEMPLE HEALTH. HPP WAS PREVIOUSLY OWNED BY A CONSORTIUM OF AREA HOSPITALS, INCLUDING JEFFERSON HEALTH - NORTHEAST, EINSTEIN HEALTH NETWORK, AND TEMPLE HEALTH. HPP IS A NOT-FOR-PROFIT HEALTH MAINTENANCE ORGANIZATION COMMITTED TO BUILDING HEALTHIER LIVES AND STRONGER COMMUNITIES. THIS OWNERSHIP INTEREST REPRESENTS A SIGNIFICANT STEP FORWARD FOR JEFFERSON, ALLOWING THE COMPANY TO ADVANCE ITS VALUE-BASED CARE MODEL WHILE REDUCING COSTS OF HEALTHCARE SERVICES, PARTICULARLY TO UNDERSERVED PATIENTS AND FAMILIES OF THE GREATER PHILADELPHIA REGION. CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION. CORE FORM, PART V; QUESTION 15 JOSEPH 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 3 THE ORGANIZATION IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS THE PARENT ORGANIZATION OF THE SYSTEM THOMAS JEFFERSON UNIVERSITY PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. THOMAS JEFFERSON UNIVERSITY ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, AND RECORDS REVENUE AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. Core form, part vi, section a; question 4 The 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 11B The organization is the tax-exempt parent organization of Thomas Jefferson University/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("System"), with a tripartite mission of education, research and patient care. The organization's Federal form 990 was provided to each voting member of the organization's governing body, its board of trustees, prior to filing with the internal revenue service ("IRS"). The organization's governing body has assumed the responsibility to oversee and coordinate the federal form 990 preparation, review and filing process. As part of the System's Federal form 990 tax return preparation process the System hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the Federal form 990. The CPA firm's tax professionals worked closely with the System's finance personnel and various other individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal form 990 and furnished it to the System's internal working group for their review. The internal working group reviewed the draft federal form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the form 990 was provided to the organization's finance, assurance & compliance committee and the CPA firm made a presentation to the committee regarding the System's Forms 990 together with a healthcare industry tax update. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICTS OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES 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 15 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY. CORE FORM, PART VII AND SCHEDULE J Through 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 B THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART X; LINE 13 & SCHEDULE R, PART I THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") UTILIZES SEVERAL SINGLE MEMBER LIMITED LIABILITY COMPANIES ("LLC'S") TO HOLD, MANAGE AND INVEST ALL OF THE SYSTEM'S INVESTMENTS THROUGH A POOLED INCOME APPROACH. THE ASSETS AND INCOME REPORTED ON SCHEDULE R PART I OF THIS FORM 990 FOR THESE LLC'S REPRESENTS TOTAL ASSETS AND INCOME FOR ALL ENTITIES IN THE POOLED INCOME FUNDS AND INVESTMENTS. AT YEAR-END TJU ALLOCATES A PERCENTAGE OF THE ASSETS OF THESE LLC'S TO ITS RELATED ENTITIES WHICH RECORDS THE RESPECTIVE VALUES ON THEIR BALANCE SHEETS AT YEAR-END. THUS, TJU'S YEAR-END ASSETS ON ITS BALANCE SHEET IS LOWER THAN THE TOTAL ASSETS REPORTED ON SCHEDULE R, PART I. CORE FORM, PART X; LINE 25 THE ORGANIZATION IS 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 9 OTHER 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 2 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 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 3 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT AS SET FORTH IN THE UNIFORM GUIDANCE, 2 C.F.R., PART 200, SUBPART F. FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:XXX-XX-XXXX FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:37115679 FORM 990 PART IX LINE 11G DESCRIPTION:BILLING & COLLECTION FEES TOTAL FEES:36431727 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:29967548 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:19835337 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN CONTRACTED SERVICES TOTAL FEES:362234 FORM 990 PART IX LINE 11G DESCRIPTION:TRANSCRIPTION SERVICES TOTAL FEES:5895 925 WALNUT HOLDING LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 813840390 REAL ESTATE PA 446060 46212583 TJU TJU FAIRWATER LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 473445382 INVESTMENTS NY 0 0 TJU JEFFERSON HORIZON RESEARCH LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 832402762 RESEARCH PA 0 100000 TJU JEFFCARE ALLIANCE LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 473231121 HEALTHCARE PA 15334179 4279870 TJU TJ-NONQUALIFIED LLC 1209 ORANGE STREET WILMINGTON DE 19801 824360991 INVESTMENTS DE 89342000 2820609000 TJU JEFFPM LLC 1301 SECOND AVENUE SEATTLE WA 98101 231352651 INVESTMENTS DE 7705628 376719803 TJU JEFFALTS LLC 1301 SECOND AVENUE SEATTLE WA 98101 231352651 INVESTMENTS DE 2514421 127102944 TJU Jefferson Partners Holding LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 883537397 INSURANCE PA 0 0 TJU ABINGTON HEALTH 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 271243803 HEALTH SVCS. PA 501(C)(3) 12B TJU true ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232188052 FUNDRAISING PA 501(C)(3) 7 JHC false ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352152 HEALTH SVCS. PA 501(C)(3) 3 JHC false ALBERT EINSTEIN MEDICAL CENTER 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231396794 HEALTH SVCS. PA 501(C)(3) 3 JHC false ARIA HEALTH ORTHOPAEDICS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 460779942 HEALTH SVCS. PA 501(C)(3) 10 JMG false ARIA HEALTH PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232691968 HEALTH SVCS. PA 501(C)(3) 3 JMG false BCCT OVER CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352200 HEALTH SVCS. PA 501(C)(3) 3 JHC false BROADLINE RISK RETENTION GROUP 100 BANK STREET BURLINGTON VT 05401 272583356 INSURANCE VT 501(C)(3) 12A JHC false EINSTEIN COMMUNITY HEALTH ASSOCIATES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232760086 HEALTH SVCS. PA 501(C)(3) 12A JHC false EINSTEIN MEDICAL CENTER MONTGOMERY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 204193243 HEALTH SVCS. PA 501(C)(3) 3 JHC false EINSTEIN PRACTICE PLAN INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232664784 HEALTH SVCS. PA 501(C)(3) 12A JHC false EMERGENCY TRANSPORT ASSOCIATES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622004 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false FORNANCE PHYSICIAN SERVICES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232275991 HEALTH SVCS. PA 501(C)(3) 12A JHC false GHMC MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232225809 MANAGEMENT PA 501(C)(3) 12A AEMC false HEALTH PARTNERS FOUNDATION 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 311674587 FUNDRAISING PA 501(C)(3) 12A HPP false HEALTH PARTNERS PLANS INC 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 232379751 INSURANCE PA 501(C)(4) JHNE false JEFFERSON CLUB AKA JEFF FACULTY CLUB 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232167488 HEALTH SVCS. PA 501(c)(3) 12A TJU true JEFFERSON HEALTH - NORTHEAST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 230596940 HEALTH SVCS. PA 501(C)(3) 3 JHC false JEFFERSON HEALTH - NORTHEAST FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 237318683 FUNDRAISING PA 501(C)(3) 12A JHNE false JEFFERSON HEALTH - NORTHEAST SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232239131 HEALTH SVCS. PA 501(C)(3) 12B TJU true JEFFERSON HEALTH CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232290323 MANAGEMENT PA 501(C)(3) 12A TJU true JEFFERSON MEDICAL CARE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232858320 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON MEDICAL GROUP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026939 HEALTH SVCS. PA 501(C)(3) 12B JHC false JEFFERSON UNIVERSITY PHYSICIANS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232809585 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 464855345 HEALTH SVCS. NJ 501(C)(3) 12A JUP false JEFFEX INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622009 HEALTH SVCS. PA 501(C)(3) 12A JHC false JUP of NJ - KTS PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 882234070 Health svcs. PA 501(C)(3) TJU true KENNEDY HEALTH CARE FOUNDATION INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 800550282 FUNDRAISING NJ 501(C)(3) 7 KUH false KENNEDY HEALTH FACILITIES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442032 HEALTH SVCS. NJ 501(C)(3) 12A JHC false KENNEDY HEALTH SYSTEM INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442036 HEALTH SVCS. NJ 501(C)(3) 10 TJU true KENNEDY MEDICAL GROUP PRACTICE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 461420853 HEALTH SVCS. NJ 501(C)(3) 10 JMG false KENNEDY PROPERTY CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442034 REAL ESTATE NJ 501(C)(3) 12A JHC false KENNEDY UNIVERSITY HOSPITAL INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 221773439 HEALTH SVCS. NJ 501(C)(3) 3 JHC false LANSDALE HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263359979 HEALTH SVCS. PA 501(c)(3) 3 JHC false METHODIST ASSOC IN HEALTHCARE OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223537847 HEALTH SVCS. NJ 501(c)(3) 12A MAHC false METHODIST ASSOCIATES IN HEALTHCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232678055 HEALTH SVCS. PA 501(C)(3) 12A JMG false MONTGOMERY HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222456265 FUNDRAISING PA 501(C)(3) 12B MHC false MONTGOMERY HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352193 HEALTH SVCS. PA 501(C)(3) 3 JHC false MONTGOMERY HOSPITAL WORKERS COMP TRUST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232351775 HEALTH SVCS. PA 501(C)(3) 12A MHC false PHILADELPHIA UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352294 EDUCATION PA 501(C)(3) 2 TJU true STAT MEDICAL TRANSPORT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222443981 HEALTH SVCS. NJ 501(C)(3) 10 JHC false SUTHBREIT PROPERTIES LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232214351 REAL ESTATE PA 501(c)(2) JEFFEX INC false THE MAGEE MEM'L HOSP FOR CONVALESCENTS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231476328 HEALTH SVCS. PA 501(C)(3) 3 JHC false THOMAS JEFFERSON UNIVERSITY HOSPITALS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232829095 HEALTH SVCS. PA 501(C)(3) 3 JHC false TJUH SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026795 HEALTH SVCS. PA 501(C)(3) 12B TJU true WALNUT HOME THERAPEUTICS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622006 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false 1100 WALNUT ASSOC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332396 MEDICAL OFFICE PA NA JEFF UNIV RAD ASSOC 840 CRESCENT CTR DR FRANKLIN TN 37067 412043518 HEALTH SVCS. PA NA JEFFHEDGE LLC 1301 2ND AVE SEATTLE WA 98101 453214379 INVESTMENTS DE TJU RELATED 38497 -587073 false 0 false 0.70983 JUNIATA MED BLD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232450132 MEDICAL OFFICE PA NA KENNEDY CH SURG 11221 ROE AVE LEAWOOD KS 66211 472462625 SURGERY CENTER NJ NA MLJH LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 821445171 MEDICAL SERVICES PA NA RIVERVIEW SURG CTR LLC 3 CRESCENT DR PHILADELPHIA PA 19112 263911509 HEALTH SVCS. PA NA RIVERVIEW SURG CTR LP 3 CRESCENT DR PHILADELPHIA PA 19112 263910345 HEALTH SVCS. PA NA ROTHMAN ORTHO SPEC HOSP 11221 ROE AVE LEAWOOD KS 66211 270260289 HEALTH SVCS. PA NA TMB ENTERPRISE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232400586 MEDICAL OFFICE PA NA 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841657497 REAL ESTATE PA TJU S CORP. 0 14470776 1.00000 true ATRIUM CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232075587 HEALTH SVCS. PA TJU C CORP. 2735809 2927648 1.00000 true CMMC INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232256479 REAL ESTATE PA TJU C CORP. 713341 5044230 1.00000 true EINSTEIN HEALTHCARE SYSTEMS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232314938 INACTIVE PA TJU C CORP. 0 1466281 1.00000 true HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 200214524 HEALTH SVCS. PA TJU C CORP. 148381 5917970 1.00000 true HEALTHMARK INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232259593 HEALTH SVCS. PA TJU C CORP. 0 0 1.00000 true JEFFCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232830152 HEALTH SVCS. PA TJU C CORP. 492497 3522375 1.00000 true JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841980055 HEALTH SVCS. NJ TJU C CORP. 1005741 645421 1.00000 true JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 371856786 INACTIVE CA TJU C CORP. 0 0 1.00000 true KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 472661672 INVESTMENTS NJ TJU C CORP. 0 0 1.00000 true KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223347294 MANAGEMENT NJ TJU C CORP. 1609240 2864839 1.00000 true MID-ATLANTIC MATERNAL FETAL INSTITUTE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232922471 INACTIVE PA TJU C CORP. 0 0 1.00000 true MID-ATLANTIC MATERNAL FETAL INSTITUTE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223536371 INACTIVE NJ TJU C CORP. 0 0 1.00000 true PARTNERS INSURANCE COMPANY OF NJ 1101 MARKET STREET SUITE 2400 PHILADELPHIA PA 19107 990925330 INSURANCE NJ TJU C CORP. 0 4500000 1.00000 true PARTNERS INSURANCE COMPANY INC 1101 MARKET STREET SUITE 2400 PHILADELPHIA PA 19107 883557817 INSURANCE PA TJU C CORP. -420548 3079028 1.00000 true PROFESSIONAL MEDICAL MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222559690 INACTIVE NJ TJU C CORP. 0 0 1.00000 true REHAB VENTURES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232619394 INACTIVE PA TJU C CORP. 2241 1581104 1.00000 true SYSTEM SERVICE CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232218944 HOLDING CO. DE TJU C CORP. 139193 11358919 1.00000 true TF DEVELOPMENT LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232197865 REAL ESTATE PA TJU C CORP. 4627894 56199270 1.00000 true TJU INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232146678 REAL ESTATE PA TJU C CORP. 64702 1000000 1.00000 true WALNUT REALTY CO 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332416 REAL ESTATE PA TJU C CORP. 654 10102 1.00000 true true true false true true false false false false true false true false true true false true true true SCHEDULE R, PART V THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THE SYSTEM'S ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.