PHILADELPHIA UNIVERSITY: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: PHILADELPHIA UNIVERSITY (EIN 23-1352294)
Tax period: 2023-07-01 to 2024-06-30
Filed: 2025-05-14
IRS object ID: 202511349349308961
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

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

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

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-05-14T13:59:22-04:00	ReturnTs
Tax Period End	2024-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

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

Preparer US Address PreparerUSAddress

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

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	231352294	EIN

Business Name BusinessName

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

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

US Address USAddress

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

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	THOMAS MARCHOZZI	PersonNm
Person Title	ACTING CFO	PersonTitleTxt
Phone	2159512700	PhoneNum
Signature	2025-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

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

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	SUSAN C ALDRIDGE PHD	PrincipalOfficerNm

US Address USAddress

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

Field	Value	IRS element (for citing)
Gross Receipts	$173,330,141	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.jefferson.edu	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1949	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	TO IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION.	ActivityOrMissionDesc
Voting Members Governing Body	20	VotingMembersGoverningBodyCnt
Voting Members Independent	19	VotingMembersIndependentCnt
Total Employee	1249	TotalEmployeeCnt
Total Volunteers	19	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$3,223,722	PYContributionsGrantsAmt
CY Contributions Grants	$4,339,877	CYContributionsGrantsAmt
PY Program Service Revenue	$159,387,362	PYProgramServiceRevenueAmt
CY Program Service Revenue	$167,523,618	CYProgramServiceRevenueAmt
PY Investment Income	$815,594	PYInvestmentIncomeAmt
CY Investment Income	$1,295,378	CYInvestmentIncomeAmt
PY Other Revenue	$115,042	PYOtherRevenueAmt
CY Other Revenue	$141,833	CYOtherRevenueAmt
PY Total Revenue	$163,541,720	PYTotalRevenueAmt
CY Total Revenue	$173,300,706	CYTotalRevenueAmt
PY Grants And Similar Paid	$72,746,918	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$76,278,262	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$56,673,692	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$59,225,961	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$353,272	CYTotalFundraisingExpenseAmt
PY Other Expenses	$44,104,647	PYOtherExpensesAmt
CY Other Expenses	$46,904,235	CYOtherExpensesAmt
PY Total Expenses	$173,525,257	PYTotalExpensesAmt
CY Total Expenses	$182,408,458	CYTotalExpensesAmt
PY Revenues Less Expenses	-$9,983,537	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$9,107,752	CYRevenuesLessExpensesAmt
Total Assets BOY	$203,465,513	TotalAssetsBOYAmt
Total Assets EOY	$209,444,712	TotalAssetsEOYAmt
Total Liabilities BOY	$120,543,179	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$130,711,913	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$82,922,334	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$78,732,799	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	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. 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.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$163,610,678	ExpenseAmt
Grant	$76,822,814	GrantAmt
Revenue	$167,523,618	RevenueAmt
Desc	EXPENSES INCURRED IN PROVIDING AN EXPERIENTIAL EDUCATION AND PROVIDING MORE THAN 20 LABORATORIES AND STUDIOS FOR HANDS-ON EXPERIENCE IN ARCHITECTURE AND INTERIOR DESIGN, ENGINEERING, TEXTILE DESIGN, FASHION DESIGN, GRAPHIC DESIGN, INDUSTRIAL DESIGN, PHYSICIAN ASSISTANT STUDIES AND OTHER ALLIED HEALTH FIELDS, AS WELL AS FACULTY ACCESS TO THE MOST SOPHISTICATED TECHNOLOGY AVAILABLE. FOR ADDITIONAL INFORMATION, PLEASE REFER TO THE ORGANIZATIONS STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS INCLUDED IN SCHEDULE O.	Desc
Total Program Service Expenses	$163,610,678	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	Yes (true)	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	312	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	1249	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	20	GoverningBodyVotingMembersCnt
Independent Voting Member	19	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (true)	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

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

US Address USAddress

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

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

Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd
MATT D BAKER PA-C DHSC
FORMER OFFICER	55.0	0.0	Yes (X)	$0	$676,763	$63,042
GEOFFREY CROMARTY EDD
SVP, OPERATIONS EAST FALLS	55.0	0.0		$0	$553,103	$73,102	Yes (X)
MICHAEL DRYER
DEAN, COLLEGE OF HEALTH PROF	55.0	0.0		$407,943	$0	$31,032		Yes (X)
RONALD G KANDER PHD
EXECUTIVE DEAN	55.0	0.0		$298,415	$0	$135,419		Yes (X)
WENDY JOY ROSS
DIR, CENTER OF AUTISM & ND	55.0	0.0		$1,650	$403,691	$26,985		Yes (X)
BARBARA KLINKHAMMER
EXEC DEAN, COLLEGE OF ARCHIT	55.0	0.0		$374,409	$0	$39,594		Yes (X)
SAQIB BAIG
Co-Dir, COPD PrOG & PROFESSOR	55.0	0.0		$8,700	$326,400	$65,249		Yes (X)
PATRICIA WELLENBACH
CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)	Yes (X)
LESLIE J MCNAMARA
VICE CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)	Yes (X)
MICHAEL E SNEED
VICE CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)	Yes (X)
ROBERT S ADELSON ESQ
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
JOSEPH G CACCHIONEMDFACC
TRUSTEE - CEO TJU/JEFF HEALTH	60.0	0.0		$0	$0	$0			Yes (X)	Yes (X)
STEPHEN P CRANE
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
MIMI DRAKE
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
JOHN J FUNG MD PHD
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
LEA D KNIGHT
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
MATTHEW S LEVITTIES
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
ANDREW MORRISROE
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
DEBRA L NESS
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
TIM O'ROURKE
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
MELANIE M PENNA
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
LAWRENCE S REICHLIN
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
RICHARD T RILEY
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
RAMONA ROGERS-WINDSOR
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
RICHARD C SHEERR
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
JOHN P SILVESTRI
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
TRISTA M WALKER
TRUSTEE	5.0	0.0		$0	$0	$0			Yes (X)
CRISTINA G CAVALIERI ESQ
SECRETARY	60.0	0.0		$0	$0	$0				Yes (X)
JOHN P MORDACH
TREASURER	60.0	0.0		$0	$0	$0				Yes (X)
SUSAN C ALDRIDGE PHD
PRESIDENT - TJU	60.0	0.0		$0	$0	$0				Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$1,091,117	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$1,959,957	TotReportableCompRltdOrgAmt
Total Other Compensation	$434,423	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	114	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	CORPORATE SERVICES	$18,797,780
PARKHURST DINING SERVICES
285 EAST WATERFRONT DRIVE SUITE 20	HOMESTEAD	PA	15120	DINING/CATERING	$6,091,333
TARGET BUILDING CONSTRUCTION INC
1124 CHESTER PIKE	CRUM LYNNE	PA	190221225	CONSTRUCTION	$4,675,775
ARTHUR JACKSON COMPANY
7025 WEST CHESTER PIKE	UPPER DARBY	PA	19082	MAINTENANCE	$2,818,684
FLORKOWSKI BUILDERS
2725 EAST CAMBRIA STREET	PHILADELPHIA	PA	19134	CONSTRUCTION	$1,956,659

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	25	CntrctRcvdGreaterThan100KCnt
Fundraising	$95,424	FundraisingAmt
Government Grants	$1,051,785	GovernmentGrantsAmt
All Other Contributions	$3,192,668	AllOtherContributionsAmt
Noncash Contributions	$132,101	NoncashContributionsAmt
Total Contributions	$4,339,877	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
TUITION & EDUCATION	611310	$147,104,027	$147,104,027
PROGRAM SERVICE RELATED REVENUE	611310	$20,419,591	$20,419,591

Field	Value	IRS element (for citing)
Total Program Service Revenue	$167,523,618	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$563,604	TotalRevenueColumnAmt
Exclusion	$563,604	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$731,774	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$731,774	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$731,774	TotalRevenueColumnAmt
Exclusion	$731,774	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$28,531	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$95,424	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$28,531	FundraisingDirectExpensesAmt
Gaming Gross Income	$4,730	GamingGrossIncomeAmt
Gaming Direct Expenses	$904	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$3,826	TotalRevenueColumnAmt
Exclusion	$3,826	ExclusionAmt

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

Field	Value	IRS element (for citing)
Desc	PARKING	Desc
Business	812930	BusinessCd
Total Revenue Column	$138,007	TotalRevenueColumnAmt
Exclusion	$138,007	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$138,007	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$173,300,706	TotalRevenueColumnAmt
Related Or Exempt Func Income	$167,523,618	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$1,437,211	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$72,659,046	TotalAmt
Program Services	$72,659,046	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$3,619,216	TotalAmt
Program Services	$3,619,216	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$48,152,881	TotalAmt
Program Services	$39,895,846	ProgramServicesAmt
Management And General	$7,978,809	ManagementAndGeneralAmt
Fundraising	$278,226	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$2,454,345	TotalAmt
Program Services	$1,955,615	ProgramServicesAmt
Management And General	$498,730	ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$5,383,051	TotalAmt
Program Services	$4,289,199	ProgramServicesAmt
Management And General	$1,093,852	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$3,235,684	TotalAmt
Program Services	$2,578,183	ProgramServicesAmt
Management And General	$657,501	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$409,203	TotalAmt
Program Services	$37,837	ProgramServicesAmt
Management And General	$371,366	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$37,476	TotalAmt
Management And General	$37,476	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$13,927,871	TotalAmt
Program Services	$9,924,393	ProgramServicesAmt
Management And General	$3,990,257	ManagementAndGeneralAmt
Fundraising	$13,221	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$830,783	TotalAmt
Program Services	$345,427	ProgramServicesAmt
Management And General	$485,318	ManagementAndGeneralAmt
Fundraising	$38	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$2,345,815	TotalAmt
Program Services	$1,807,770	ProgramServicesAmt
Management And General	$521,630	ManagementAndGeneralAmt
Fundraising	$16,415	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$2,047,009	TotalAmt
Program Services	$127,799	ProgramServicesAmt
Management And General	$1,910,303	ManagementAndGeneralAmt
Fundraising	$8,907	FundraisingAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,198,327	TotalAmt
Program Services	$2,888,790	ProgramServicesAmt
Management And General	$309,474	ManagementAndGeneralAmt
Fundraising	$63	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,180,913	TotalAmt
Program Services	$1,150,892	ProgramServicesAmt
Management And General	$23,952	ManagementAndGeneralAmt
Fundraising	$6,069	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$132,936	TotalAmt
Program Services	$119,893	ProgramServicesAmt
Management And General	$12,947	ManagementAndGeneralAmt
Fundraising	$96	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$3,669,708	TotalAmt
Program Services	$3,592,172	ProgramServicesAmt
Management And General	$77,536	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$7,334,584	TotalAmt
Program Services	$7,330,289	ProgramServicesAmt
Management And General	$4,295	ManagementAndGeneralAmt

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	FundraisingFundraisingAmt	Management And GeneralManagementAndGeneralAmt
REPAIRS AND MAINTENANCE	$3,461,729	$3,461,432	$297
EDUCATION EXPENSES	$2,648,819	$2,648,819
DUES & SUBSCRIPTIONS	$1,303,181	$1,134,839	$499	$167,843
BOOKSTORE	$1,242,395	$1,242,395

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,133,486	TotalAmt
Program Services	$2,800,826	ProgramServicesAmt
Management And General	$303,219	ManagementAndGeneralAmt
Fundraising	$29,441	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$182,408,458	TotalAmt
Program Services	$163,610,678	ProgramServicesAmt
Management And General	$18,444,508	ManagementAndGeneralAmt
Fundraising	$353,272	FundraisingAmt

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

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$993,019	BOYAmt
EOY	$1,018,023	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$4,101,110	BOYAmt
EOY	$2,833,790	EOYAmt

Accounts Receivable AccountsReceivableGrp

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

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$199,518	BOYAmt
EOY	$149,238	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$1,209,574	BOYAmt
EOY	$1,145,707	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$66,920	BOYAmt
EOY	$47,983	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$186,075,316	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$44,674,130	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$137,217,204	BOYAmt
EOY	$141,401,186	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$57,074,307	BOYAmt
EOY	$60,834,829	EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$2,603,861	BOYAmt
EOY	$2,013,956	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$203,465,513	BOYAmt
EOY	$209,444,712	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$10,370,201	BOYAmt
EOY	$12,601,327	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$1,767,200	BOYAmt
EOY	$1,221,997	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$1,016,211	BOYAmt
EOY	$354,082	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$107,389,567	BOYAmt
EOY	$116,534,507	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$120,543,179	BOYAmt
EOY	$130,711,913	EOYAmt

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$40,843,027	BOYAmt
EOY	$33,702,307	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$42,079,307	BOYAmt
EOY	$45,030,492	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$82,922,334	BOYAmt
EOY	$78,732,799	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$203,465,513	BOYAmt
EOY	$209,444,712	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$9,107,752	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$4,912,717	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$5,500	OtherChangesInNetAssetsAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

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

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

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

Contributor US Address ContributorUSAddress

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

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

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

Field	Value	IRS element (for citing)
Assets Included	$3,811,628	AssetsIncludedAmt

Field	Value	IRS element (for citing)
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$56,647,205	BeginningYearBalanceAmt
Contributions	$1,581,606	ContributionsAmt
Investment Earnings Or Losses	$5,605,708	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,497,003	OtherExpendituresAmt
End Year Balance	$60,337,516	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$53,161,596	BeginningYearBalanceAmt
Contributions	$1,990,648	ContributionsAmt
Investment Earnings Or Losses	$4,867,660	InvestmentEarningsOrLossesAmt
Other Expenditures	$3,372,699	OtherExpendituresAmt
End Year Balance	$56,647,205	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$57,605,091	BeginningYearBalanceAmt
Contributions	$2,558,978	ContributionsAmt
Investment Earnings Or Losses	-$4,170,834	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,831,639	OtherExpendituresAmt
End Year Balance	$53,161,596	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$34,137,468	BeginningYearBalanceAmt
Contributions	$15,439,467	ContributionsAmt
Investment Earnings Or Losses	$10,542,164	InvestmentEarningsOrLossesAmt
Other Expenditures	$2,514,008	OtherExpendituresAmt
End Year Balance	$57,605,091	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$33,894,642	BeginningYearBalanceAmt
Contributions	$1,191,621	ContributionsAmt
Investment Earnings Or Losses	$817,200	InvestmentEarningsOrLossesAmt
Other Expenditures	$1,765,995	OtherExpendituresAmt
End Year Balance	$34,137,468	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.50460	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.49540	PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org	false	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	Yes (true)	EndowmentsHeldRelatedOrgInd
Related Org List Sch R	Yes (true)	RelatedOrgListSchRInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,670,000	OtherCostOrOtherBasisAmt
Book Value	$16,670,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$126,112,943	OtherCostOrOtherBasisAmt
Depreciation	$28,026,896	DepreciationAmt
Book Value	$98,086,047	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$10,773,675	OtherCostOrOtherBasisAmt
Depreciation	$1,113,483	DepreciationAmt
Book Value	$9,660,192	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$20,811,371	OtherCostOrOtherBasisAmt
Depreciation	$11,843,412	DepreciationAmt
Book Value	$8,967,959	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,707,327	OtherCostOrOtherBasisAmt
Depreciation	$3,690,339	DepreciationAmt
Book Value	$8,016,988	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$141,401,186	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

Field	Value	IRS element (for citing)
Desc	ST & LT INVESTMENTS	Desc
Book Value	$60,834,829	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$60,834,829	TotalBookValueProgramRltdAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
OTHER LIABILITIES	$1,426,544
TJU OBLIGATED GROUP LIABILITY	$115,107,963

Field	Value	IRS element (for citing)
Total Liability	$116,534,507	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE D, PART III; QUESTION 4

THE UNIVERSITY RECEIVED A CONTRIBUTION OF HISTORICAL PAPERS AND MEMORABILIA TO BE EXHIBITED AND USED FOR SCHOLARLY RESEARCH. IN HONOR OF SENATOR ARLEN SPECTER'S DONATION, THE UNIVERSITY OPENED THE ARLEN SPECTER CENTER FOR PUBLIC SERVICE. THE MISSION OF THE ARLEN SPECTER CENTER FOR PUBLIC SERVICE AT PHILADELPHIA UNIVERSITY IS TO FACILITATE AND PROMOTE PUBLIC SERVICE AND CIVIC EDUCATION IN A CROSS-DISCIPLINARY, NONPARTISAN SETTING. IN COLLABORATION WITH THE UNIVERSITY OF PITTSBURGH, THE CENTER WILL PRESERVE, ORGANIZE, AND PROVIDE ACCESS TO SENATOR SPECTER'S HISTORIC ARCHIVE OF PAPERS, PHOTOGRAPHS, AND POLITICAL DOCUMENTS FOR THE BENEFIT OF RESEARCHERS AND SCHOLARS AND THE PUBLIC. THE HOME OF THE ARLEN SPECTER CENTER FOR PUBLIC SERVICE IS IN THE HISTORIC ROXBORO HOUSE AT PHILADELPHIA UNIVERSITY. BUILT CIRCA 1800, THE HOUSE WAS CONSIDERED A HISTORIC AND IMPORTANT TOUCHSTONE TO BOTH PHILADELPHIA AND AMERICA'S ORIGINS BY SENATOR SPECTER, MAKING IT THE IDEAL LOCATION FOR THE CENTER.

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.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, PART I; QUESTION 3

THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH ("SYSTEM"). THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). TJU'S UNIVERSITY HANDBOOK CONTAINS AN EQUAL OPPORTUNITY STATEMENT. TJU'S 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 6A

THE UNIVERSITY RECEIVED $1,051,785 IN GOVERNMENTAL GRANTS FOR THE YEAR ENDED JUNE 30, 2024.

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Specific Services ProvidedSpecificServicesProvidedTxt	Region Total ExpendituresRegionTotalExpendituresAmt
Central America and the Caribbean	Grantmaking	FA/INTL STUDY/COURSES	$99,858
East Asia and the Pacific	Grantmaking	FA/INTL STUDY/COURSES	$292,150
Europe (Including Iceland and Greenland)	Grantmaking	FA/INTL STUDY/COURSES	$1,347,357
Middle East and North Africa	Grantmaking	FA/INTL STUDY/COURSES	$326,310
North America	Grantmaking	FA/INTL STUDY/COURSES	$99,233
Russia and the Newly Independent States	Grantmaking	FA/INTL STUDY/COURSES	$74,000
South America	Grantmaking	FA/INTL STUDY/COURSES	$73,566
South Asia	Grantmaking	FA/INTL STUDY/COURSES	$1,017,181
Sub-Saharan Africa	Grantmaking	FA/INTL STUDY/COURSES	$289,561

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	0	SubtotalEmployeesCnt
Total Office	0	TotalOfficeCnt
Total Employee	0	TotalEmployeeCnt
Subtotal Spent	$3,619,216	SubtotalSpentAmt
Total Spent	$3,619,216	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

Field	Value	IRS element (for citing)
Region	Europe (Including Iceland and Greenland)	RegionTxt
Purpose Of Grant	HOUSING/SUPPLIES	PurposeOfGrantTxt
Cash Grant	$235,598	CashGrantAmt
Manner Of Cash Disbursement	WIRE	MannerOfCashDisbursementTxt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (12 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt
FINANCIAL AID	Central America and the Caribbean	2	$99,858	DIR TO ACCT
FINANCIAL AID	East Asia and the Pacific	11	$292,150	DIR TO ACCT
FINANCIAL AID	Europe (Including Iceland and Greenland)	27	$986,826	DIR TO ACCT
FINANCIAL AID	Middle East and North Africa	18	$326,310	DIR TO ACCT
FINANCIAL AID	North America	5	$97,501	DIR TO ACCT
FINANCIAL AID	Russia and the Newly Independent States	2	$74,000	DIR TO ACCT
FINANCIAL AID	South America	2	$73,566	DIR TO ACCT
FINANCIAL AID	South Asia	112	$1,014,506	DIR TO ACCT
FINANCIAL AID	Sub-Saharan Africa	13	$289,561	DIR TO ACCT
TRAVEL ABROAD	Europe (Including Iceland and Greenland)	117	$124,933	CHECK
TRAVEL ABROAD	North America	2	$1,732	CHECK
TRAVEL ABROAD	South Asia	5	$2,675	CHECK

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	false	TransferToForeignCorpInd
Interest In Foreign Trust	false	InterestInForeignTrustInd
Foreign Corp Ownership	false	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	false	PassiveForeignInvestmestCoInd
Foreign Partnership	false	ForeignPartnershipInd
Boycott Countries	false	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE F, PART I; QUESTION 2	FormAndLineReferenceDesc
Explanation	FEDERAL GRANT FUNDS ARE AWARDED IN COMPLIANCE WITH FEDERAL REGULATIONS APPLICABLE TO THE SPECIFIC PROGRAM. INSTITUTIONAL PROCEDURES ALLOW FOR SEPARATION OF AWARDING AND DISBURSING OF FUNDS. STUDENTS WHO RECEIVE SCHOLARSHIPS AND FEDERAL WORK STUDY FUNDS ARE MONITORED EACH SEMESTER FOR ACADEMIC PROGRESS. ANNUAL AUDITS ARE CONDUCTED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM TO ENSURE COMPLIANCE WITH ALL PROGRAMS.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	GOLF OUTING	Event1Nm
Gross Receipts Event1	$114,520	GrossReceiptsEvent1Amt
Charitable Contri Event1	$91,846	CharitableContriEvent1Amt
Gross Revenue Event1	$22,674	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$18,470	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$289	FoodAndBeverageEvent1Amt
Other Direct Expenses Event1	$3,915	OtherDirectExpensesEvent1Amt
Event2	SHIRLEY EVENT	Event2Nm
Gross Receipts Event2	$9,435	GrossReceiptsEvent2Amt
Charitable Contri Event2	$3,578	CharitableContriEvent2Amt
Gross Revenue Event2	$5,857	GrossRevenueEvent2Amt
Food And Beverage Event2	$5,857	FoodAndBeverageEvent2Amt
Other Events Total	0	OtherEventsTotalCnt
Gross Receipts Total	$123,955	GrossReceiptsTotalAmt
Charitable Contributions Tot	$95,424	CharitableContributionsTotAmt
Gross Revenue Total Events	$28,531	GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events	$18,470	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$6,146	FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events	$3,915	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$28,531	DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

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

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt
STUDENT GRANTS AND SCHOLARSHIPS	2628	$72,374,906
FEDERAL WORK STUDY	242	$284,140

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE I, PART I; QUESTION 2	FormAndLineReferenceDesc
Explanation	FEDERAL GRANT FUNDS ARE AWARDED IN COMPLIANCE WITH FEDERAL REGULATIONS APPLICABLE TO THE SPECIFIC PROGRAM. INSTITUTIONAL PROCEDURES ALLOW FOR SEPARATION OF AWARDING AND DISBURSING OF FUNDS. STUDENTS WHO RECEIVE SCHOLARSHIPS AND FEDERAL WORK STUDY FUNDS ARE MONITORED EACH SEMESTER FOR ACADEMIC PROGRESS. ANNUAL AUDITS ARE CONDUCTED BY AN EXTERNAL AUDIT FIRM TO ENSURE COMPLIANCE WITH ALL PROGRAM GUIDELINES.	ExplanationTxt

Schedule J IRS990ScheduleJ

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MATT D BAKER PA-C DHSC
FORMER OFFICER	$0	$543,116	$0	$76,174	$0	$57,473	$0	$42,900	$0	$20,142	$0	$739,805	$0	$0
GEOFFREY CROMARTY EDD
SVP, OPERATIONS EAST FALLS	$0	$396,203	$0	$112,401	$0	$44,499	$0	$44,225	$0	$28,877	$0	$626,205	$0	$0
MICHAEL DRYER
DEAN, COLLEGE OF HEALTH PROF	$369,974	$0	$37,969	$0	$0	$0	$29,700	$0	$1,332	$0	$438,975	$0	$0	$0
RONALD G KANDER PHD
EXECUTIVE DEAN	$279,041	$0	$18,984	$0	$390	$0	$25,571	$0	$109,848	$0	$433,834	$0	$0	$0
WENDY JOY ROSS
DIR, CENTER OF AUTISM & ND	$1,650	$351,756	$0	$50,000	$0	$1,935	$4,950	$4,950	$0	$17,085	$6,600	$425,726	$0	$0
BARBARA KLINKHAMMER
EXEC DEAN, COLLEGE OF ARCHIT	$336,440	$0	$37,969	$0	$0	$0	$29,527	$0	$10,067	$0	$414,003	$0	$0	$0
SAQIB BAIG
Co-Dir, COPD PrOG & PROFESSOR	$0	$209,792	$0	$115,883	$8,700	$725	$0	$33,260	$0	$31,989	$8,700	$391,649	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CORE FORM, PART VII AND SCHEDULE J	TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2023 FORMS W-2.
SCHEDULE J, PART I; QUESTION 1A	HOUSING IS PROVIDED TO PHILADELPHIA UNIVERSITY'S EXECUTIVE DEAN AS PART OF HIS EMPLOYMENT AGREEMENT. THE ORGANIZATION DEEMS IT NECESSARY THAT THIS INDIVIDUAL LIVE ON CAMPUS IN ORDER TO BE ABLE TO IMMEDIATELY PROVIDE LEADERSHIP TO THE CAMPUS COMMUNITY AT ANY TIME, 24 HOURS A DAY, 7 DAYS A WEEK. THIS AMOUNT IS INCLUDED WITHIN SCHEDULE J, PART II, COLUMN D, NON-TAXABLE BENEFITS, AS THIS ITEM WAS DEEMED TO BE BUSINESS RELATED AND SUBJECT TO THE REQUIREMENTS OF PHILADELPHIA UNIVERSITY AND THE INDIVIDUAL'S RESPECTIVE JOB DUTIES AND RESPONSIBILITIES. 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: MATT D. BAKER, PA-C, DHSC AND WENDY JOY ROSS.
SCHEDULE J, PART I; QUESTION 4B	THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HIS 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MATT D. BAKER, PA-C, $21,063. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN His 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: GEOFFREY CROMARTY, ED.D., $1,325.
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 COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2023 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.

Schedule M IRS990ScheduleM

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

Securities Publicly Traded SecuritiesPubliclyTradedGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	3	ContributionCnt
Noncash Contributions Rpt F990	$97,101	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp
Securities Miscellaneous		SecuritiesMiscellaneousGrp
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Desc	CAR PARTS	Desc
Contribution	1	ContributionCnt
Noncash Contributions Rpt F990	$35,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

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

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	The Taxpayer is recognized by the Internal Revenue Service ("IRS") as a tax-exempt organization under internal revenue code section 501(c)(3) and is also an affiliate of Thomas Jefferson University ("TJU"). TJU is also recognized as a tax-exempt organization under internal revenue code section 501(c)(3) and is the tax-exempt parent organization of TJU/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system's 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. Combined, Jefferson Health and Thomas Jefferson University have more than 42,000 employees, which includes over 4,600 employed physicians/advanced practice professionals, 9,300 full and part-time nurses and more than 1,800 full and part-time paid faculty. Jefferson is the second largest employer in Philadelphia and the largest health system in Philadelphia based on total licensed beds. Jefferson Health includes 47 outpatient and urgent care centers, 4 Magnet-designated hospitals, the NCI-designated Sidney Kimmel Cancer Center, and one of the largest faculty-based telehealth networks in the country that began more than 10 years ago. Jefferson Health includes 18 hospitals throughout southeastern Pennsylvania and New Jersey. Additional relevant TJU and Jefferson Health information for the year ended June 30, 2024: LICENSED BEDS: 3,848 INPATENT ADMISSIONS: 152,849 OBSERVATION CASES: 50,360 TOTAL SURGERIES: 99,931 EMERGENCY DEPT. VISITS: 585,567 AMBULATORY VISITS: 4,881,640 TELEHEALTH VISITS: 262,644 The System's Hospitals' Conformance with IRS revenue ruling 69-545 The wholly owned Hospitals in the system are recognized by the IRS as internal revenue code section 501(c)(3) tax-exempt organizations. Pursuant to its charitable purposes, each of these hospitals provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, gender identity, sexual orientation, national origin, or ability to pay. Moreover, our hospitals operate consistently with the following criteria outlined in IRS revenue ruling 69-545: 1. providing medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, Medicare, and Medicaid patients. 2. operating active emergency departments for all persons that are open 24 hours a day, 7 days a week, 365 days per year. 3. maintaining open medical staffs, with privileges available to all qualified physicians. 4. control positioned with Hospital Board of Trustees and the Board of Trustees of TJU, and all the Boards are comprised of independent civic leaders and other prominent members of the represented communities; and 5. using surplus funds to improve the quality of patient care, expand and renovate facilities/equipment and advance and improve medical care, programs and activities through patient care and medical training, education, and research. The operations of our wholly owned hospitals as shown through the factors outlined above and other information contained herein, clearly demonstrate the provision of substantial community benefit; both collectively and individually; and that the use and control of the respective hospital facilities are for the benefit of the public and that no part of the income or net earnings of any of the hospital organizations inures to the benefit of any private individual, nor is any private interest being served other than incidentally. TJU hospitals collectively provide substantial community benefit For fiscal years ended June 30, 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. PHILADELPHIA UNIVERSITY ======================= PHILADELPHIA UNIVERSITY IS A STUDENT - CENTERED INSTITUTION THAT PREPARES GRADUATES FOR SUCCESSFUL CAREERS IN AN EVOLVING GLOBAL MARKETPLACE: - BY BLENDING THE LIBERAL ARTS AND SCIENCES, PROFESSIONAL STUDIES, INTERDISCIPLINARY LEARNING AND COLLABORATIONS IN AND OUT OF THE CLASSROOM, STUDENTS LEARN TO THRIVE IN DIVERSE AND CHALLENGING ENVIRONMENTS. - OUR STUDENTS ARE ENCOURAGED TO FORM SUPPORTIVE RELATIONSHIPS WITH EACH OTHER AS WELL AS FACULTY, STAFF AND ALUMNI IN AN ACADEMICALLY RIGOROUS SETTING THAT IS FOCUSED ON INTELLECTUAL AND PERSONAL GROWTH. - PHILADELPHIA UNIVERSITY IS AN EXPERIENTIAL LEARNING COMMUNITY WHERE INTEGRITY, CREATIVITY, CURIOSITY, ETHICS, RESPONSIBILITY AND THE FREE EXCHANGE OF IDEAS ARE VALUED. MISSION ======= WE IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION. VISION ====== WE ARE REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. WE ARE 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. HISTORY ======= 1884 ---- IN 1884, PHILADELPHIA UNIVERSITY WAS FOUNDED AS THE PHILADELPHIA TEXTILE SCHOOL TO EDUCATE AMERICA'S TEXTILE WORKERS AND MANAGERS. 1941 ---- IN 1941, THE SCHOOL WAS GRANTED THE RIGHT TO AWARD BACCALAURETE DEGREES AND CHANGED ITS NAME TO THE PHILADELPHIA TEXTILE INSTITUTE ("PTI"). 1949 ---- BY 1949, PTI BEGAN CONDUCTING CLASSES IN THE EAST FALLS SECTION OF PHILADELPHIA. 1961 ---- IN 1961, PTI CHANGED ITS NAME TO PHILADELPHIA COLLEGE OF TEXTILES & SCIENCE. 1999 ---- TO BETTER REFLECT THE INSTITUTION'S BREADTH AND DEPTH, THE COLLEGE APPLIED FOR AND WAS GRANTED UNIVERSITY STATUS BY THE COMMONWEALTH OF PENNSYLVANIA IN 1999. THE BOARD OF TRUSTEES VOTED TO CHANGE THE SCHOOL'S NAME TO PHILADELPHIA UNIVERSITY ON JULY 13, 1999. 2008 ---- IN 2008, PHILADELPHIA UNIVERSITY ADOPTED A BOLD, INNOVATIVE STRATEGIC PLAN AND DIRECTED OUR EFFORTS ON ADVANCING OUR MISSION AND VISION: TO BE THE MODEL FOR PROFESSIONAL UNIVERSITY EDUCATION. THE UNIVERSITY REORGANIZED ITS OFFERINGS INTO THREE COLLEGES AND THREE SCHOOLS. 2012 ---- IN 2012, THE UNIVERSITY LAUNCHED ITS PHILAU ONLINE OFFERING, WHICH FORMALIZED AND EXPANDED ITS REACH IN ONLINE EDUCATION. PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY: TWO LEGACIES JOINED BY ONE VISION ===================================================================== UNIFYING TWO RENOWNED LEGACIES OF INNOVATION, EDUCATION, RESEARCH AND PROFESSIONAL EXCELLENCE, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) HAS MORE THAN THREE COMBINED CENTURIES OF HISTORY. DRIVEN BY THIS NEWLY UNITED AND ROBUST PAST, JEFFERSON DELIVERS UNIQUE AND HIGH-IMPACT PROFESSIONAL EDUCATION TO OUR STUDENTS IN THE AREAS OF ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION, HEALTH, MEDICINE, SCIENCE, TEXTILES AND MORE. THOMAS JEFFERSON UNIVERSITY WAS FOUNDED IN 1824 AS JEFFERSON MEDICAL COLLEGE, AND PHILADELPHIA UNIVERSITY WAS FOUNDED IN 1884 AS THE PHILADELPHIA TEXTILE SCHOOL. BOTH WERE AHEAD OF THEIR TIME AND FOCUSED ON THE IMPORTANCE OF EXPERIENTIAL LEARNING. THE NEW JEFFERSON WAS ESTABLISHED ON JULY 1, 2017 AS A RESULT OF THE MERGER OF THESE TWO RENOWNED UNIVERSITIES.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS	JOINED IN 2017 THROUGH A SHARED AND UNIQUE APPROACH TO EDUCATION, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) IS NATIONALLY AND INTERNATIONALLY RECOGNIZED FOR MANY HISTORICAL "FIRSTS" INCLUDING THE FIRST SURGICAL USE OF ANESTHESIA IN PHILADELPHIA; THE BLENDING OF QUAIL FEATHERS AND WOOL TO CREATE THE ARMY'S UBIQUITOUS OLIVE DRAB AS AN ALTERNATIVE TO DARK BLUE AND LIGHT-COLORED KHAKI MILITARY UNIFORMS; THE FIRST SUCCESSFUL OPEN-HEART OPERATION USING A HEART-LUNG MACHINE; AND THE FIRST BIFURCATED AORTAL GRAFT DESIGNED BY USING MULTI-BRANCHED SEAMLESS TUBES THAT KNIT FIBERS NEEDED FOR ARTIFICIAL BLOOD VESSELS. TODAY, WE ARE A PROFESSIONAL UNIVERSITY THAT DEFIES CONVENTION AND DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTERPROFESSIONAL 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. TOGETHER, THESE UNIVERSITIES INCLUDE 10 COLLEGES AND 4 SCHOOLS INCLUDING ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION AND TEXTILES, HEALTH SCIENCE AND SOCIAL SCIENCE PROGRAMS. OVER 160 UNDERGRADUATE/GRADUATE PROGRAMS ARE OFFERED. 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.
CORE FORM, PART V, QUESTION 15	JOSEPH G. CACCHIONE, M.D. IS AN OFFICER/VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. CACCHIONE ALSO SERVES AS THE CEO OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. DR. CACCHIONE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, 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 an OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. ms. cavalieri is EMPLOYED BY AND RECEIVEs A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. her COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. JOHN P. MORDACH IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. 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. PETER L. DEANGELIS, JR. is a former OFFICER OF THIS ORGANIZATION. Mr. Deangelis RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP 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. 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 OFFICER OF THIS ORGANIZATION. DR. TYKOCINSKI RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. his COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP 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.
CORE FORM, PART VI, SECTION A; QUESTION 3	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7	THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF THIS ORGANIZATION. TJU HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS.
CORE FORM, PART VI, SECTION B; QUESTION 11B	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER SYSTEM INDIVIDUALS ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE SYSTEM'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW. FOLLOWING THIS REVIEW, THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. IN ADDITION, THE FORM 990 WAS PROVIDED TO THE THOMAS JEFFERSON UNIVERSITY'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 AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT-OF-INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT-OF-INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT-OF-INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT-OF-INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT 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 AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19	THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J	CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION AND FOR THEIR POSITION WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE; NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY.
CORE FORM, PART VII AND SCHEDULE J	JOSEPH G. CACCHIONE, M.D., FACC IS AN OFFICER/VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. CACCHIONE IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. JOHN P. MORDACH IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. SUSAN C. ALDRIDGE, PH.D. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. ALDRIDGE IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. PETER L. DEANGELIS, JR. IS A FORMER OFFICER OF THIS ORGANIZATION. MR. DEANGELIS RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. STEPHEN K. KLASKO, M.D., MBA, IS A FORMER OFFICER OF THIS ORGANIZATION. DR. KLASKO RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. MARK L. TYKOCINSKI, M.D. IS A FORMER OFFICER OF THIS ORGANIZATION. DR. TYKOCINSKI RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION.
CORE FORM, PART VII, SECTION A, COLUMN B	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS 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 INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART 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 FOR CAPITAL PROPERTY AND EQUIPMENT - $255,712; - NET ASSETS RELEASED FROM RESTRICTIONS (DONOR RESTRICTED) - ($3,277,047); AND - NET ASSETS RELEASED FROM RESTRICTIONS - $3,026,835.
CORE FORM, PART XII; QUESTION 2	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2024, AND JUNE 30, 2023; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THOMAS JEFFERSON UNIVERSITY'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 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 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. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE UNIFORM GUIDANCE AUDIT.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (46 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
ABINGTON HEALTH
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	271243803	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	false
ABINGTON HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232188052	FUNDRAISING	PA	501(C)(3)	7	JHC	false
ABINGTON MEMORIAL HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352152	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
ALBERT EINSTEIN MEDICAL CENTER
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231396794	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	460779942	HEALTH SVCS.	PA	501(C)(3)	10	JMG	false
ARIA HEALTH PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232691968	HEALTH SVCS.	PA	501(C)(3)	3	JMG	false
BCCT OVER CORP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352200	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
BROADLINE RISK RETENTION GROUP
100 BANK STREET	BURLINGTON	VT	05401	272583356	INSURANCE	VT	501(C)(3)	12A	JHC	false
EINSTEIN COMMUNITY HEALTH ASSOCIATES
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232760086	HEALTH SVCS.	PA	501(C)(3)	12A	JHC	false
EINSTEIN MEDICAL CENTER MONTGOMERY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	204193243	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
EINSTEIN PRACTICE PLAN INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232664784	HEALTH SVCS.	PA	501(C)(3)	12A	JHC	false
EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622004	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC	false
FORNANCE PHYSICIAN SERVICES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232275991	HEALTH SVCS.	PA	501(C)(3)	12A	JHC	false
GHMC MANAGEMENT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232225809	MANAGEMENT	PA	501(C)(3)	12A	AEMC	false
HEALTH PARTNERS FOUNDATION
901 MARKET STREET SUITE 500	PHILADELPHIA	PA	19107	311674587	FUNDRAISING	PA	501(C)(3)	12A	HPP	false
HEALTH PARTNERS PLANS INC
901 MARKET STREET SUITE 500	PHILADELPHIA	PA	19107	232379751	INSURANCE	PA	501(C)(4)		JHNE	false
JEFFERSON CLUB AKA JEFF FACULTY CLUB
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232167488	HEALTH SVCS.	PA	501(c)(3)	12A	TJU	false
JEFFERSON HEALTH - NORTHEAST
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	230596940	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	237318683	FUNDRAISING	PA	501(C)(3)	12A	JHNE	false
JEFFERSON HEALTH - NORTHEAST SYSTEM
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232239131	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	false
JEFFERSON HEALTH CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232290323	MANAGEMENT	PA	501(C)(3)	12A	TJU	false
JEFFERSON MEDICAL CARE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232858320	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
JEFFERSON MEDICAL GROUP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	233026939	HEALTH SVCS.	PA	501(C)(3)	12B	JHC	false
JEFFERSON UNIVERSITY PHYSICIANS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232809585	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	464855345	HEALTH SVCS.	NJ	501(C)(3)	12A	JUP	false
JEFFEX INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622009	HEALTH SVCS.	PA	501(C)(3)	12A	JHC	false
JUP of NJ - KTS PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	882234070	Health svcs.	PA	501(C)(3)		TJU	false
KENNEDY HEALTH CARE FOUNDATION INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	800550282	FUNDRAISING	NJ	501(C)(3)	7	KUH	false
KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442032	HEALTH SVCS.	NJ	501(C)(3)	12A	JHC	false
KENNEDY HEALTH SYSTEM INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442036	HEALTH SVCS.	NJ	501(C)(3)	10	TJU	false
KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	461420853	HEALTH SVCS.	NJ	501(C)(3)	10	JMG	false
KENNEDY PROPERTY CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442034	REAL ESTATE	NJ	501(C)(3)	12A	JHC	false
KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	221773439	HEALTH SVCS.	NJ	501(C)(3)	3	JHC	false
LANSDALE HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	263359979	HEALTH SVCS.	PA	501(c)(3)	3	JHC	false
METHODIST ASSOC IN HEALTHCARE OF NJ PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223537847	HEALTH SVCS.	NJ	501(c)(3)	12A	MAHC	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
STAT MEDICAL TRANSPORT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222443981	HEALTH SVCS.	NJ	501(C)(3)	10	JHC	false
SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232214351	REAL ESTATE	PA	501(c)(2)		JEFFEX INC	false
THE MAGEE MEM'L HOSP FOR CONVALESCENTS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231476328	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352651	EDUCATION	PA	501(C)(3)	2	NA	false
THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232829095	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
TJUH SYSTEM
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	233026795	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	false
WALNUT HOME THERAPEUTICS INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622006	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
1100 WALNUT ASSOC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232332396	MEDICAL OFFICE	PA	NA
JEFF UNIV RAD ASSOC
840 CRESCENT CTR DR	FRANKLIN	TN	37067	412043518	HEALTH SVCS.	PA	NA
JEFFHEDGE LLC
1301 2ND AVE	SEATTLE	WA	98101	453214379	INVESTMENTS	DE	NA
JUNIATA MED BLD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232450132	MEDICAL OFFICE	PA	NA
KENNEDY CH SURG
11221 ROE AVE	LEAWOOD	KS	66211	472462625	SURGERY CENTER	NJ	NA
MLJH LLC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	821445171	MEDICAL SERVICES	PA	NA
RIVERVIEW SURG CTR LLC
3 CRESCENT DR	PHILADELPHIA	PA	19112	263911509	HEALTH SVCS.	PA	NA
RIVERVIEW SURG CTR LP
3 CRESCENT DR	PHILADELPHIA	PA	19112	263910345	HEALTH SVCS.	PA	NA
ROTHMAN ORTHO SPEC HOSP
11221 ROE AVE	LEAWOOD	KS	66211	270260289	HEALTH SVCS.	PA	NA
TMB ENTERPRISE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232400586	MEDICAL OFFICE	PA	NA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (21 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
925 WALNUT STREET CORP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	841657497	REAL ESTATE	PA	NA	S CORP.	false
ATRIUM CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232075587	HEALTH SVCS.	PA	NA	C CORP.	false
CMMC INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232256479	REAL ESTATE	PA	NA	C CORP.	false
EINSTEIN HEALTHCARE SYSTEMS INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232314938	INACTIVE	PA	NA	C CORP.	false
HEALTH CARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	200214524	HEALTH SVCS.	PA	NA	C CORP.	false
HEALTHMARK INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232259593	HEALTH SVCS.	PA	NA	C CORP.	false
JEFFCARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232830152	HEALTH SVCS.	PA	NA	C CORP.	false
JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	841980055	HEALTH SVCS.	NJ	NA	C CORP.	false
JEFFERSON PHYSICIAN SVCS OF CALIFORNIA
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	371856786	INACTIVE	CA	NA	C CORP.	false
KENNEDY ACCESS INCORPORATED
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	472661672	INVESTMENTS	NJ	NA	C CORP.	false
KENNEDY MANAGEMENT GROUP INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223347294	MANAGEMENT	NJ	NA	C CORP.	false
MID-ATLANTIC MATERNAL FETAL INSTITUTE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232922471	INACTIVE	PA	NA	C CORP.	false
MID-ATLANTIC MATERNAL FETAL INSTITUTE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223536371	INACTIVE	NJ	NA	C CORP.	false
PARTNERS INSURANCE COMPANY OF NJ
1101 MARKET STREET SUITE 2400	PHILADELPHIA	PA	19107	111111111	INSURANCE	NJ	NA	C CORP.	false
PARTNERS INSURANCE COMPANY INC
1101 MARKET STREET SUITE 2400	PHILADELPHIA	PA	19107	883557817	INSURANCE	PA	NA	C CORP.	false
PROFESSIONAL MEDICAL MANAGEMENT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222559690	INACTIVE	NJ	NA	C CORP.	false
REHAB VENTURES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232619394	INACTIVE	PA	NA	C CORP.	false
SYSTEM SERVICE CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232218944	HOLDING CO.	DE	NA	C CORP.	false
TF DEVELOPMENT LTD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232197865	REAL ESTATE	PA	NA	C CORP.	false
TJU INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232146678	REAL ESTATE	PA	NA	C CORP.	false
WALNUT REALTY CO
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232332416	REAL ESTATE	PA	NA	C CORP.	false

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

Supplemental Information Detail SupplementalInformationDetail

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