JEFFERSON HEALTH CORPORATION: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: JEFFERSON HEALTH CORPORATION (EIN 46-5338502)
Tax period: 2021-07-01 to 2022-06-30
Filed: 2023-05-15
IRS object ID: 202331359349317948
Schema version: 2021v4.2
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 G
Schedule H
Schedule J
Schedule L
Schedule M
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2023-05-15T17:41:30-05:00	ReturnTs
Tax Period End	2022-06-30	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	2021-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	465338502	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ALBERT EINSTEIN HEALTHCARE NETWORK GROUP	BusinessNameLine1Txt
Business Name Line2	LETTER RULING	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
In Care Of	% RONALD C KELLER CPA	InCareOfNm
Business Name Control	ALBE	BusinessNameControlTxt
Phone	2154566760	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5501 OLD YORK ROAD	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19141	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	JOHN MORDACH	PersonNm
Person Title	EVP CFO	PersonTitleTxt
Phone	2159554773	PhoneNum
Signature	2023-05-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	JOHN	PersonFirstNm
Person Last	MORDACH	PersonLastNm

Field	Value	IRS element (for citing)
SSN	000000000	SSN

Preparer Person PreparerPersonGrp

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

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2023-04-26 12:10:37Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DIXIEANNE JAMES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	5501 OLD YORK ROAD	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19141	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$1,503,574,065	GrossReceiptsAmt
Group Return For Affiliates	Yes (true)	GroupReturnForAffiliatesInd
All Affiliates Included	Yes (true)	AllAffiliatesIncludedInd
Group Exemption	5949	GroupExemptionNum
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.EINSTEIN.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	THE MISSION OF THE ORGANIZATION IS THE PROVISION OF COMPASSIONATE, HIGH QUALITY HEALTH CARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES.	ActivityOrMissionDesc
Voting Members Governing Body	83	VotingMembersGoverningBodyCnt
Voting Members Independent	53	VotingMembersIndependentCnt
Total Employee	10351	TotalEmployeeCnt
Total Volunteers	13	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$26,594,607	PYContributionsGrantsAmt
CY Contributions Grants	$30,655,706	CYContributionsGrantsAmt
PY Program Service Revenue	$1,380,572,524	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,386,784,173	CYProgramServiceRevenueAmt
PY Investment Income	$59,083,768	PYInvestmentIncomeAmt
CY Investment Income	$54,602,961	CYInvestmentIncomeAmt
PY Other Revenue	$2,491,323	PYOtherRevenueAmt
CY Other Revenue	$2,216,369	CYOtherRevenueAmt
PY Total Revenue	$1,468,742,222	PYTotalRevenueAmt
CY Total Revenue	$1,474,259,209	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$791,495,416	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$783,428,933	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$615,168,485	PYOtherExpensesAmt
CY Other Expenses	$651,052,800	CYOtherExpensesAmt
PY Total Expenses	$1,406,663,901	PYTotalExpensesAmt
CY Total Expenses	$1,434,481,733	CYTotalExpensesAmt
PY Revenues Less Expenses	$62,078,321	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$39,777,476	CYRevenuesLessExpensesAmt
Total Assets BOY	$1,548,652,826	TotalAssetsBOYAmt
Total Assets EOY	$1,616,575,700	TotalAssetsEOYAmt
Total Liabilities BOY	$1,116,657,288	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,033,527,799	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$431,995,538	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$583,047,901	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	AEHN GROUP IS LICENSED TO OPERATE 721 ACUTE CARE BEDS. TERTIARY CARE IS PROVIDED THROUGH THREE LOCATIONS, ITS MAIN CAMPUS IN NORTH PHILADELPHIA, ITS CAMPUS AT ELKINS PARK AND ITS CAMPUS AT MONTGOMERY COUNTY. IN ADDITION, ITS MAIN CAMPUS OPERATES A 24-HOUR LEVEL I TRAUMA CENTER WITH AN OPEN ADMISSIONS POLICY PROVIDING EMERGENCY SERVICES TO THE COMMUNITY. AEHN GROUP PROVIDES HEALTH AND HEALING SERVICES TO THE COMMUNITIES IT SERVES AND TRAINS PHYSICIANS TO BE ACCOMPLISHED LEADERS THROUGH SCHOLARLY ACTIVITY, EXCELLENCE IN TEACHING, AND PARTICIPATION IN RESEARCH. AEHN GROUP IS LICENSED TO OPERATE 197 REHABILITATION BEDS. REHABILITATION SERVICES ARE PROVIDED IN A 17-BED SETTING ON ITS MAIN CAMPUS AND 50-BED SETTING AT FOUR OTHER HOSPITALS AND IN A 130-BED SETTING AT THE ELKINS PARK LOCATION. AEHN GROUP OPERATES AND MAINTAINS HOSPITALS AND CLINICAL FACILITIES FOR THE STUDY, DIAGNOSIS, CARE, TREATMENT, AND REHABILITATION OF PERSONS WITH MENTAL OR EMOTIONAL DISORDERS. AEHN GROUP PROVIDES EDUCAT	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,354,149,101	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,386,784,173	RevenueAmt
Desc	EXPENSES INCURRED IN PROVIDING EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.	Desc
Total Program Service Expenses	$1,354,149,101	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	false	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	Yes (true)	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	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	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	Yes (true)	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	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	433	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	10351	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
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	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	83	GoverningBodyVotingMembersCnt
Independent Voting Member	53	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	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	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	AL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AZ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	AR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	GA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	IL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ME	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NJ	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NM	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	RI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	TN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	VA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WI	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 (59 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Highest Compensated EmployeeHighestCompensatedEmployeeInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Key EmployeeKeyEmployeeInd
MARK KOTAPKA MD
PHYSICIAN	55.0	0.0	Yes (X)	$1,473,602	$0	$317,633
KENNETH D LEVITAN
TRUSTEE - PRESIDENT & CEO	55.0	0.0		$0	$1,497,081	$88,766	Yes (X)	Yes (X)
JAMES RAPHAEL MD
PHYSICIAN	55.0	0.0	Yes (X)	$1,253,911	$0	$128,516
GERARD F BLANEY
TRUSTEE - CFO/ASST TREASURER	55.0	0.0		$0	$1,088,267	$177,184	Yes (X)	Yes (X)
SUMEET MAINIGI MD
ELECTROPHYSIOLOGIST	55.0	0.0	Yes (X)	$1,122,720	$0	$130,622
PATRICK COOPER MD
PHYSICIAN	55.0	0.0	Yes (X)	$1,195,868	$0	$34,020
RICHARD H FINE MD
TRUSTEE - SURGERY CHAIRMAN	55.0	0.0		$895,848	$0	$329,448	Yes (X)
STEVEN L SIVAK MD
TRUSTEE-CMO/PRESIDENT EPP & FP	55.0	0.0		$1,083,769	$0	$94,243	Yes (X)	Yes (X)
RADI ZAKI MD
CHAIR-SURGERY GENERAL	55.0	0.0	Yes (X)	$1,109,517	$0	$62,254
PENNY J REZET ESQ
CHIEF LEGAL OFFICER-SECRETARY	55.0	0.0		$0	$965,073	$192,993		Yes (X)
BETH DUFFY
TRUSTEE - PRESIDENT EMCM	55.0	0.0		$0	$876,925	$202,334	Yes (X)	Yes (X)
DAVID M JASPAN DO
TRUSTEE	55.0	0.0		$887,405	$0	$83,409	Yes (X)
ROHIT GULATI MD
TRUSTEE - EVP & CMO	55.0	0.0		$0	$927,903	$37,463	Yes (X)	Yes (X)
ALBERTO ESQUENAZI MD
TRUSTEE	55.0	0.0		$829,162	$0	$98,908	Yes (X)
DIXIEANNE JAMES
TRUSTEE - PRESIDENT AEMC	55.0	0.0		$0	$819,319	$21,892	Yes (X)	Yes (X)
BARRY FREEDMAN
FORMER OFFICER	0.0	0.0		$0	$672,310	$50,035			Yes (X)
CYNTHIA M DEGRANDPRE
VP HEALTHCARE SERVICES - AEMC	55.0	0.0		$478,430	$0	$215,723				Yes (X)
GINA MARONE
CHIEF NURSE EXECUTIVE - AEMC	55.0	0.0		$639,561	$0	$33,594				Yes (X)
CRAIG SIEVING
VP NETWORK FACILITIES	55.0	0.0		$541,078	$0	$74,830				Yes (X)
ANGELA NICHOLAS MD
TRUSTEE - CMO FPS	55.0	0.0		$495,647	$0	$34,511	Yes (X)	Yes (X)
MAUREEN JORDAN
VP HEALTHCARE SERVICES - AEMC	55.0	0.0		$468,609	$0	$57,725				Yes (X)
JAY D'LUGIN
VP & CMIO	55.0	0.0		$0	$477,228	$40,802				Yes (X)
LOUIS LAMONT
VP & COO - PROF FUND MGT	55.0	0.0		$444,936	$0	$67,108				Yes (X)
THOMAS J SMITH
COO - MOSS	55.0	0.0		$398,793	$0	$57,490				Yes (X)
DEBORAH PIERCE DO
TRUSTEE	55.0	0.0		$0	$315,351	$113,261	Yes (X)
MICHAEL GEORGE
VP HEALTH SVCS-PROF FUND MGT.	55.0	0.0		$370,089	$0	$45,762				Yes (X)
ANNMARIE PAPA
VP NURSING - EMCM	55.0	0.0		$384,097	$0	$25,909				Yes (X)
DORLYN LAW
VP HEALTH SVCS-PROF FUND MGT.	55.0	0.0		$351,130	$0	$55,048				Yes (X)
MARIA MCCALL
VP HEALTHCARE SERVICES	55.0	0.0		$344,937	$0	$41,602				Yes (X)
CHRISTOPHER SCAVEN
MEDICAL DIRECTOR-ECHA	55.0	0.0		$323,175	$0	$41,259				Yes (X)
PATRICIA MODAFFERI
VP HEALTHCARE SERVICES - EMCM	55.0	0.0		$325,060	$0	$20,879				Yes (X)
BRUCE MENKOWITZ MD
TRUSTEE	55.0	0.0		$266,209	$0	$0	Yes (X)
JANIS RUBIN MD
TRUSTEE	55.0	0.0		$154,418	$0	$64,831	Yes (X)
LEWIS I GANTMAN ESQ
CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
ELLEN KRAFTSOW-KOGAN
SECRETARY - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
GREGORY H STEIN
TREASURER - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
CAROLE S BEN-MAIMON MD
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
SHANNON CZINCILA
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
SUSAN KLINE KLEHR
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
JOHN P KORMAN
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
MATHEW S LEVITTIES
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
ROBERT J LIPSTEIN
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
ERIC RAYMOND
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
LAWRENCE S REICHLIN
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
MADALYN ROVINSKY
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
PAUL H WEISS ESQ
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
STEVEN BERK ESQ
VICE CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
MINA P FADER
CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
JUDITH K TRICHON
SECRETARY - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
MARINA KATS ESQ
TREASURER - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
BARBARA E BLACK
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
JOANNE FISHMAN ESQ
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
DEBRA HOLLANDER
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
GEOFFREY M DUFFINE ESQ
CHAIR - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
ANTHONY R SHERR
SECRETARY - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
RICHARD A WOLFSON
TREASURER - TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)	Yes (X)
ALISON KORMAN FELDMAN
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
JILL POWELL
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)
RICHARD C SHEERR
TRUSTEE	5.0	0.0		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$13,318,856	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$7,639,457	TotReportableCompRltdOrgAmt
Total Other Compensation	$2,744,764	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	1582	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
CERNER CORPORATION
PO BOX 959156	ST LOUIS	MO	631959156	IT	$30,132,975
ARAMARK HEALTHCARE SUPPORT SERVICES
25271 NETWORK PLACE	CHICAGO	IL	606731252	FACILITY MANAGEMENT	$8,579,641
WORKFORCE LOGIQ
2365 IRON POINT ROAD SUITE 270	FOLSOM	CA	95630	MANAGEMENT	$7,965,044
ROSS FELLER CASEY LLP
1650 MARKET STREET 34TH FLOOR	PHILADELPHIA	PA	19103	LEGAL	$6,960,068
SODEXO INC
1 CHASE MANHATTAN PLAZA	NEW YORK	NY	10005	FOOD MANAGEMENT	$4,941,479

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	137	CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIII	Yes (X)	InfoInScheduleOPartVIIIInd
Fundraising	$686,814	FundraisingAmt
Related Organizations	$5,604,356	RelatedOrganizationsAmt
Government Grants	$16,001,464	GovernmentGrantsAmt
All Other Contributions	$8,363,072	AllOtherContributionsAmt
Noncash Contributions	$1,991,730	NoncashContributionsAmt
Total Contributions	$30,655,706	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUE	622110	$1,364,414,623	$1,364,414,623
OTHER HEALTHCARE RELATED REVENUE	622110	$22,369,550	$22,369,550

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,386,784,173	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$83,639,478	TotalRevenueColumnAmt
Exclusion	$83,639,478	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

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$2,216,369	RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$2,216,369	RealAmt
Personal	$0	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,216,369	TotalRevenueColumnAmt
Exclusion	$2,216,369	ExclusionAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$29,036,517	SecuritiesAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	-$29,036,517	SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	-$29,036,517	TotalRevenueColumnAmt
Exclusion	-$29,036,517	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$278,339	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$686,814	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$278,339	FundraisingDirectExpensesAmt
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

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

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

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$1,474,259,209	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,386,784,173	RelatedOrExemptFuncIncomeAmt
Exclusion	$56,819,330	ExclusionAmt

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

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	$0	TotalAmt

Foreign Grants ForeignGrantsGrp

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

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	$11,124,631	TotalAmt
Program Services	$11,124,631	ProgramServicesAmt

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	$659,055,978	TotalAmt
Program Services	$648,323,443	ProgramServicesAmt
Management And General	$10,732,535	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$11,307,935	TotalAmt
Program Services	$11,307,935	ProgramServicesAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$57,557,602	TotalAmt
Program Services	$57,138,219	ProgramServicesAmt
Management And General	$419,383	ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$44,382,787	TotalAmt
Program Services	$43,883,302	ProgramServicesAmt
Management And General	$499,485	ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$64,055,719	TotalAmt
Management And General	$64,055,719	ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$430,404	TotalAmt
Program Services	$402,829	ProgramServicesAmt
Management And General	$27,575	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

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

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	$355,512	TotalAmt
Management And General	$355,512	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$161,211,170	TotalAmt
Program Services	$158,498,419	ProgramServicesAmt
Management And General	$2,712,751	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$146,440	TotalAmt
Program Services	$146,408	ProgramServicesAmt
Management And General	$32	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$23,310,023	TotalAmt
Program Services	$23,071,378	ProgramServicesAmt
Management And General	$238,645	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$24,198,928	TotalAmt
Program Services	$23,979,612	ProgramServicesAmt
Management And General	$219,316	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$18,523,411	TotalAmt
Program Services	$18,523,411	ProgramServicesAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$1,083,221	TotalAmt
Program Services	$1,052,860	ProgramServicesAmt
Management And General	$30,361	ManagementAndGeneralAmt

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	$147,991	TotalAmt
Program Services	$142,024	ProgramServicesAmt
Management And General	$5,967	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$18,731,848	TotalAmt
Program Services	$18,731,848	ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$59,199,375	TotalAmt
Program Services	$58,776,601	ProgramServicesAmt
Management And General	$422,774	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$44,282,767	TotalAmt
Program Services	$44,282,767	ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES	$187,698,468	$187,682,363	$16,105
PHILADELPHIA HOSP ASSESMENT	$37,149,759	$37,149,759
FEES & LICENSES	$1,937,640	$1,805,003	$132,637
OTHER EXPENSES	$8,590,124	$8,126,289	$463,835

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,434,481,733	TotalAmt
Program Services	$1,354,149,101	ProgramServicesAmt
Management And General	$80,332,632	ManagementAndGeneralAmt
Fundraising	$0	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	$30,847,757	BOYAmt
EOY	$137,211,109	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$11,812,231	BOYAmt
EOY	$71,286,692	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$5,000,000	BOYAmt
EOY	$5,000,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$134,017,114	BOYAmt
EOY	$152,953,416	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	$0	BOYAmt
EOY	$0	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$23,790,195	BOYAmt
EOY	$25,295,720	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$14,987,176	BOYAmt
EOY	$10,907,630	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$709,956,336	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$42,433,743	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$532,958,996	BOYAmt
EOY	$667,522,593	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$533,807,614	BOYAmt
EOY	$254,717,215	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	$103,044,221	BOYAmt
EOY	$133,783,563	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	$158,387,522	BOYAmt
EOY	$157,897,762	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$1,548,652,826	BOYAmt
EOY	$1,616,575,700	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$315,126,310	BOYAmt
EOY	$301,736,324	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	$2,313,860	BOYAmt
EOY	$4,076,110	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$439,547,483	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	$5,180,390	BOYAmt
EOY	$3,579,733	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	$354,489,245	BOYAmt
EOY	$724,135,632	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,116,657,288	BOYAmt
EOY	$1,033,527,799	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	$278,816,202	BOYAmt
EOY	$443,931,798	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$153,179,336	BOYAmt
EOY	$139,116,103	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$431,995,538	BOYAmt
EOY	$583,047,901	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$1,548,652,826	BOYAmt
EOY	$1,616,575,700	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$39,777,476	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	-$39,843,631	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$151,118,518	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)
Hospital	Yes (X)	HospitalInd
IRS Written Determination	Yes (X)	IRSWrittenDeterminationInd
Supported Organizations	3	SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp (3 entries)

EINEIN	Organization TypeOrganizationTypeCd	Governing Document ListedGoverningDocumentListedInd	SupportSupportAmt	Other SupportOtherSupportAmt
ALBERT EINSTEIN MEDICAL CENTER
231396794	3	Yes (true)	$0	$0
BCCT OVER CORP
231352200	3	Yes (true)	$0	$0
EINSTEIN MEDICAL CENTER MONTGOMERY
204193243	3	Yes (true)	$0	$0

Field	Value	IRS element (for citing)
Supported Organizations Total	3	SupportedOrganizationsTotalCnt
Support Sum	$0	SupportSumAmt
Other Support Sum	$0	OtherSupportSumAmt
Public Support CY509	0.00000	PublicSupportCY509Pct

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

Field	Value	IRS element (for citing)
Listed By Name Governing Doc	Yes (true)	ListedByNameGoverningDocInd
Suprt Org No IRS Determination	false	SuprtOrgNoIRSDeterminationInd
Supported Org Section C456	false	SupportedOrgSectionC456Ind
Supported Org Not Organized US	false	SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org	false	OrganizationChangeSuprtOrgInd
Support Non Supported Org	false	SupportNonSupportedOrgInd
Payment Substantial Contribtr	false	PaymentSubstantialContribtrInd
Loan Disqualified Person	false	LoanDisqualifiedPersonInd
Controlled Disqualified Prsn	false	ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int	false	DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int	false	DisqualifiedPrsnOwnrIntInd
Excess Business Holdings Rules	false	ExcessBusinessHoldingsRulesInd
Contribution Controller	false	ContributionControllerInd
Contribution Family	false	ContributionFamilyInd
Contribution35 Controlled	false	Contribution35ControlledInd

Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp

Field	Value	IRS element (for citing)
Power Appoint Majority Dir Trst	Yes (true)	PowerAppointMajorityDirTrstInd
Operate Benefit Non Suprt Org	false	OperateBenefitNonSuprtOrgInd

Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp

Field	Value	IRS element (for citing)
Timely Provided Documents	false	TimelyProvidedDocumentsInd
Officers Close Relationship	false	OfficersCloseRelationshipInd
Supported Org Voice Investment	false	SupportedOrgVoiceInvestmentInd

Adjusted Net Income AdjustedNetIncomeGrp

Net ST Capital Gain Adj Net Incm NetSTCapitalGainAdjNetIncmGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Recoveries PY Distributions RecoveriesPYDistributionsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Other Gross Income OtherGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Adjusted Gross Income AdjustedGrossIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Production Income ProductionIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Other Expenses OtherExpensesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Adjusted Net Income TotalAdjustedNetIncomeGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Minimum Asset Amount MinimumAssetAmountGrp

Average Monthly FMV Of Sec AverageMonthlyFMVOfSecGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Average Monthly Cash Balances AverageMonthlyCashBalancesGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

FMV Other Non Exempt Use Asset FMVOtherNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total FMV Of Non Exempt Use Asset TotalFMVOfNonExemptUseAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Field	Value	IRS element (for citing)
Discount Claimed	$0	DiscountClaimedAmt

Acquisition Indebtedness AcquisitionIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Adjusted FMV Less Indebtedness AdjustedFMVLessIndebtednessGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Cash Deemed Charitable CashDeemedCharitableGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Net Vl Non Exempt Use Assets NetVlNonExemptUseAssetsGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Pct Of Net Vl Non Exempt Use Ast PctOfNetVlNonExemptUseAstGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Recoveries PY Distri Min Asset RecoveriesPYDistriMinAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Total Minimum Asset TotalMinimumAssetGrp

Field	Value	IRS element (for citing)
Prior Year	$0	PriorYearAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
CY Adj Net Income Distributable	$0	CYAdjNetIncomeDistributableAmt
CY Pct85 Adjusted Net Income	$0	CYPct85AdjustedNetIncomeAmt
CY Total Min Ast Distributable	$0	CYTotalMinAstDistributableAmt
CY Greater Adjusted Minimum	$0	CYGreaterAdjustedMinimumAmt
CY Income Tax Imposed PY	$0	CYIncomeTaxImposedPYAmt
CY Distributable As Adjusted	$0	CYDistributableAsAdjustedAmt

Distributions DistributionsGrp

Field	Value	IRS element (for citing)
CY Paid Accomplish Exempt Prps	$0	CYPaidAccomplishExemptPrpsAmt
CY Pd In Excess Income Activity	$0	CYPdInExcessIncomeActivityAmt
CY Administrative Expense Paid	$0	CYAdministrativeExpensePaidAmt
Exempt Use Assets Acquis Paid	$0	ExemptUseAssetsAcquisPaidAmt
Qualified Set Aside	$0	QualifiedSetAsideAmt
CY Other Distributions	$0	CYOtherDistributionsAmt
CY Total Annual Distributions	$0	CYTotalAnnualDistributionsAmt
CY Distri Attentive Suprt Org	$0	CYDistriAttentiveSuprtOrgAmt
CY Distributable As Adjusted	$0	CYDistributableAsAdjustedAmt
CY Distribution Yr	0	CYDistributionYrRt

Distribution Allocations DistributionAllocationsGrp

Field	Value	IRS element (for citing)
CY Distributable As Adjusted	$0	CYDistributableAsAdjustedAmt
Underdistributions	$0	UnderdistributionsAmt
Excess Distribution Cyov Yr5	$0	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$0	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$0	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$0	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$0	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Cyov Applied Underdistri PY	$0	CyovAppliedUnderdistriPYAmt
Cyov Applied Underdistr CPY	$0	CyovAppliedUnderdistrCPYAmt
Carryover PY Not Applied	$0	CarryoverPYNotAppliedAmt
Excess Distribution Cyov	$0	ExcessDistributionCyovAmt
CY Total Annual Distributions	$0	CYTotalAnnualDistributionsAmt
CY Distrib App Underdistri PY	$0	CYDistribAppUnderdistriPYAmt
Excess Distribution	$0	ExcessDistributionAmt
Remaining Underdistri PY	$0	RemainingUnderdistriPYAmt
Remaining Underdistri CY	$0	RemainingUnderdistriCYAmt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt
Excess From Year5	$0	ExcessFromYear5Amt
Excess From Year4	$0	ExcessFromYear4Amt
Excess From Year3	$0	ExcessFromYear3Amt
Excess From Year2	$0	ExcessFromYear2Amt
Excess From Year1	$0	ExcessFromYear1Amt

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE A, PART I

The public charity status reflected on schedule a, part i is for Albert einstein medical center, the largest subordinate organization included in the group exemption ruling and in this consolidated group form 990. Outlined below is the public charity status for all other organizations included in the group exemption: Bcct over corp, schedule a, part i, line 3, a hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii); Einstein community health associate; schedule a, part i, line 12, internal revenue code section 509(a)(3) public charity. Einstein medical center montgomery; schedule a, part i, line 3, a hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii); Einstein practice plan, inc.; schedule a, part i, line 12, internal revenue code section 509(a)(3) public charity. Fornance physician services, inc.; schedule a, part i, line 12, internal revenue code section 509(a)(3) public charity.

SCHEDULE A, PART I, LINE 12G

EINSTEIN COMMUNITY HEALTH ASSOCIATES SUPPORTS THE FOLLOWING ORGANIZATIONS: ALBERT EINSTEIN MEDICAL CENTER BCCT OVER CORP. EINSTEIN PRACTICE PLAN, INC. SUPPORTS THE FOLLOWING ORGANIZATIONS: ALBERT EINSTEIN MEDICAL CENTER BCCT OVER CORP. EINSTEIN MEDICAL CENTER MONTGOMERY

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

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$153,179,336	BeginningYearBalanceAmt
Contributions	$5,656,000	ContributionsAmt
Investment Earnings Or Losses	-$14,143,233	InvestmentEarningsOrLossesAmt
Other Expenditures	$5,576,000	OtherExpendituresAmt
End Year Balance	$139,116,103	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$126,960,405	BeginningYearBalanceAmt
Contributions	$6,607,000	ContributionsAmt
Investment Earnings Or Losses	$26,050,931	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,439,000	OtherExpendituresAmt
End Year Balance	$153,179,336	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$129,582,000	BeginningYearBalanceAmt
Contributions	$4,304,000	ContributionsAmt
Investment Earnings Or Losses	-$897,595	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,028,000	OtherExpendituresAmt
End Year Balance	$126,960,405	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$123,858,000	BeginningYearBalanceAmt
Contributions	$8,990,000	ContributionsAmt
Investment Earnings Or Losses	$4,050,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$7,316,000	OtherExpendituresAmt
End Year Balance	$129,582,000	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$119,261,000	BeginningYearBalanceAmt
Contributions	$5,037,000	ContributionsAmt
Investment Earnings Or Losses	$5,869,000	InvestmentEarningsOrLossesAmt
Other Expenditures	$6,309,000	OtherExpendituresAmt
End Year Balance	$123,858,000	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Prmnnt Endowment Balance EOY	0.38540	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.61460	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$24,334,000	OtherCostOrOtherBasisAmt
Book Value	$24,334,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$496,793,000	OtherCostOrOtherBasisAmt
Depreciation	$16,961,000	DepreciationAmt
Book Value	$479,832,000	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$165,794,000	OtherCostOrOtherBasisAmt
Depreciation	$25,459,000	DepreciationAmt
Book Value	$140,335,000	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$23,035,336	OtherCostOrOtherBasisAmt
Depreciation	$13,743	DepreciationAmt
Book Value	$23,021,593	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$667,522,593	TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp

Field	Value	IRS element (for citing)
Desc	PROGRAM RELATED INVESTMENTS	Desc
Book Value	$133,783,563	BookValueAmt
Method Valuation	F	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Program Rltd	$133,783,563	TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (8 entries)

DescDesc	Book ValueBookValueAmt
RIGHT OF USE ASSET	$12,252,742
NON CONTROLLED TRUST ASSETS	$41,189,830
SUPP 457 RETIREMENT PLAN	$35,161,698
RECOVERABLE PROF LIABILITY	$38,184,000
DEFERRED FINANCING COSTS	$460,091
WORKERS COMP RECOVERABLE	$4,047,510
SECURITY DEPOSITS	$5,482
DUE TO AFFILIATES	$26,596,409

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$157,897,762	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (8 entries)

DescDesc	AmtAmt
PROFESSIONAL LIABILITIES	$158,988,432
457 PLAN LT LIABILITY	$35,161,698
WORKERS COMP RECOVERABLE	$9,926,230
LEASE LIABILITIES	$13,163,880
MC ADVANCE	$39,259,294
HUMANA COVID STIMULUS	$5,665,308
OTHER LIABILITIES	$8,341,383
TJU OBLIGATED GROUP LIABILITY	$453,629,407

Field	Value	IRS element (for citing)
Total Liability	$724,135,632	TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	FORM 990, SCHEDULE D, PART V, LINE 4	FormAndLineReferenceDesc
Explanation	Endowments - true endowment funds established by donor gifts and maintained to provide a permanent source of income, generally stipulating that the principal must be invested and kept intact perpetually while the income generated may be used by the organization. Perpetual trusts - these are funds held by outside trustees in trust accounts for which aemc is named as beneficiary. The distributions from these funds support the operations of the organization. Temporarily restricted funds - used for purposes specified by donors. ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FUTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2022, AND JUNE 30, 2021; 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 1,680 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 AND WERE $5.4 MILLION AND $0.6 MILLION AS OF JUNE 30, 2022, AND 2021, RESPECTIVELY. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW PERMANENTLY RESTRICTED CONTRIBUTIONS AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. 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. AS A RESULT OF THE NEGATIVE FINANCIAL IMPACT TO NONPROFIT ORGANIZATIONS FROM COVID-19, THE PENNSYLVANIA ACT WAS AMENDED TO PERMIT NONPROFIT ORGANIZATIONS TO INCREASE THE CALCULATION OF SPENDABLE INCOME FROM ENDOWMENT FUNDS UP TO 10% OF THE CALCULATED THREE YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE FOR FISCAL YEARS ENDING WITHIN 2020, 2021 AND 2022. FOR 2022 AND 2021, TJU'S CALCULATION OF SPENDABLE INCOME FOR ENDOWMENT FUNDS WAS BASED ON 10% OF A CALCULATED THREE YEAR AVERAGE.	ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	HARVEST BALL	Event1Nm
Gross Receipts Event1	$639,523	GrossReceiptsEvent1Amt
Charitable Contri Event1	$527,110	CharitableContriEvent1Amt
Gross Revenue Event1	$112,413	GrossRevenueEvent1Amt
Rent Facility Costs Event1	$84,204	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$5,254	FoodAndBeverageEvent1Amt
Entertainment Event1	$7,500	EntertainmentEvent1Amt
Other Direct Expenses Event1	$15,455	OtherDirectExpensesEvent1Amt
Event2	SMALL MIRACLES	Event2Nm
Gross Receipts Event2	$263,495	GrossReceiptsEvent2Amt
Charitable Contri Event2	$130,811	CharitableContriEvent2Amt
Gross Revenue Event2	$132,684	GrossRevenueEvent2Amt
Non Cash Prizes Event2	$34,611	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$46,467	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$49,199	FoodAndBeverageEvent2Amt
Other Direct Expenses Event2	$2,407	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$62,135	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$28,893	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$33,242	GrossRevenueOtherEventsAmt
Non Cash Prizes Other Events	$19,732	NonCashPrizesOtherEventsAmt
Oth Direct Expnss Other Events	$13,510	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$965,153	GrossReceiptsTotalAmt
Charitable Contributions Tot	$686,814	CharitableContributionsTotAmt
Gross Revenue Total Events	$278,339	GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events	$54,343	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$130,671	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$54,453	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$7,500	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$31,372	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$278,339	DirectExpenseSummaryEventsAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd
Percent200	Yes (X)	Percent200Ind
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Discounted Care Other	500.	DiscountedCareOtherPct

Field	Value	IRS element (for citing)
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	Yes (true)	FinancialAssistanceBudgetInd
Expenses Exceed Budget	false	ExpensesExceedBudgetInd
Annual Community Bnft Report	false	AnnualCommunityBnftReportInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,726,022	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$40,000	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,686,022	NetCommunityBenefitExpnsAmt
Total Expense	0.00150	TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$429,014,814	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$459,891,001	DirectOffsettingRevenueAmt

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$430,740,836	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$459,931,001	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$1,686,022	NetCommunityBenefitExpnsAmt
Total Expense	0.00150	TotalExpensePct

Community Health Services CommunityHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$15,923,444	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$11,966,541	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$3,956,903	NetCommunityBenefitExpnsAmt
Total Expense	0.00340	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$92,554,987	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$40,989,057	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$51,565,930	NetCommunityBenefitExpnsAmt
Total Expense	0.04440	TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$200,110,173	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$163,984,105	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$36,126,068	NetCommunityBenefitExpnsAmt
Total Expense	0.03110	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$4,246,062	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$4,173,874	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$72,188	NetCommunityBenefitExpnsAmt
Total Expense	0.00010	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$312,834,666	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$221,113,577	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$91,721,089	NetCommunityBenefitExpnsAmt
Total Expense	0.07900	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$743,575,502	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$681,044,578	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$93,407,111	NetCommunityBenefitExpnsAmt
Total Expense	0.08050	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$31,365,606	BadDebtExpenseAmt
Reimbursed By Medicare	$198,171,634	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$190,538,053	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	$7,633,581	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	2	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp (2 entries)

FacilityFacilityNum	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Website AddressWebsiteAddressTxt	State LicenseStateLicenseNum	Licensed HospitalLicensedHospitalInd	General Medical And SurgicalGeneralMedicalAndSurgicalInd	Teaching HospitalTeachingHospitalInd	Research FacilityResearchFacilityInd	Emergency Room24 HrsEmergencyRoom24HrsInd	Facility Reporting GroupFacilityReportingGroupCd
ALBERT EINSTEIN MEDICAL CENTER
1	5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	WWW.EINSTEIN.EDU	270601	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	A
EINSTEIN MEDICAL CENTER MONTGOMERY
2	559 WEST GERMANTOWN PIKE	EAST NORRITON	PA	19403	WWW.EINSTEIN.EDU	227101	Yes (X)	Yes (X)	Yes (X)	Yes (X)	Yes (X)	A

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

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

Field	Value	IRS element (for citing)
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	21	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	WW.JEFFERSONHEALTH.ORG	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	21	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	WW.JEFFERSONHEALTH.ORG	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	200.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	500.	FPGFamilyIncmLmtDscntCarePct
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Insurance Status Criteria	Yes (X)	InsuranceStatusCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Residency Criteria	Yes (X)	ResidencyCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	WW.JEFFERSONHEALTH.ORG	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	WW.JEFFERSONHEALTH.ORG	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	WW.JEFFERSONHEALTH.ORG	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Prospective Medicare Medicaid	Yes (X)	ProspectiveMedicareMedicaidInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE H, PART V, SECTION B, QUESTION 5	FOR THE 2022 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT ("RCHNA"), THE DEPARTMENT OF TREASURY AND THE INTERNAL REVENUE SERVICE ("IRS") ENCOURAGED CROSS INSTITUTION COLLABORATION. TO THAT END Albert Einstein Healthcare Newtork ("AEHN") PARTICIPATED IN A REGIONAL COLLABORATIVE EFFORT FOR THIS CHNA CYCLE. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PENNSYLVANIA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE, MONTGOMERY, AND PHILADELPHIA COUNTIES. THIS CONTINUED COLLABORATION ENABLES CONTINUITY OF APPROACH, WHILE ALSO PROVIDING OPPORTUNITIES TO EXPAND AND IMPROVE UPON THE LAST ASSESSMENT PROCESS. PARTICIPANTS RECOGNIZE THAT THE CHNA IS AN IMPORTANT PART OF HOW HEALTH SYSTEMS, MULTI-SECTOR PARTNERS, AND COMMUNITIES WORK TOGETHER TO ACHIEVE MEANINGFUL AND POSITIVE COMMUNITY CHANGE. IN ADDITION TO THE SHARED LEARNING, INCREASED EFFICIENCIES AND REDUCED COMMUNITY BURDEN OFFERED BY THE COLLABORATIVE APPROACH, PARTICIPANTS HAVE DERIVED PARTICULAR BENEFIT FROM MUTUAL SUPPORT IN THE FACE OF THE COVID-19 PANDEMIC AND ITS CASCADING IMPACTS. IN RESPONSE TO THE CRISES OF THE PAST SEVERAL YEARS, THE 2022 RCHNA IS EXPLICITLY GROUNDED IN AN APPROACH THAT SEEKS TO ADVANCE HEALTH EQUITY AND AUTHENTIC COMMUNITY ENGAGEMENT. COMMUNITY/STAKEHOLDER INPUT: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS FOR ALL DISCUSSIONS. HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT WHICH INCLUDED: 26 VIRTUAL FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL 5 COUNTIES. 21 VIRTUAL FOCUS GROUP DISCUSSIONS CENTERED ON "SPOTLIGHT" TOPICS CONDUCTED WITH COMMUNITY ORGANIZATIONS AND LOCAL GOVERNMENT AGENCY REPRESENTATIVES. TOPICS COVERED INCLUDED BEHAVIORAL HEALTH, CHRONIC DISEASE, FOOD INSECURITY, HOUSING AND HOMELESSNESS, OLDER ADULTS AND CARE, RACISM AND DISCRIMINATION IN HEALTH CARE, SUBSTANCE USE, AND VIOLENCE.
SCHEDULE H, PART V, SECTION B, QUESTIONS 6A & 6B	AEHN PARTICIPATED IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH), PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. AS PART OF INTEGRATION, THE COMMUNITY HEALTH AND COMMUNITY BENEFIT LEADERS OF AEHN WORKED COLLABORATIVELY WITH COLLEAGUES AND REPRESENTATIVES OF OTHER HOSPITALS AND HEALTH SYSTEMS IN THE REGION: COACH, A REGIONAL COLLABORATIVE: [COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH, SOUTHEASTERN, PA] PARTICIPATING HOSPITALS INCLUDED: AN INITIATIVE SPONSORED BY THE HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA [HAP] TO BRING TOGETHER HOSPITALS, PUBLIC HEALTH, AND COMMUNITY PARTNERS TO ADDRESS COMMUNITY HEALTH ISSUES IN SOUTHEASTERN PENNSYLVANIA. - CHILDREN'S HOSPITAL OF PHILADELPHIA AND MIDDLEMAN FAMILY PAVILION AT CHOP, KING OF PRUSSIA, PA - DOYLESTOWN HEALTH: DOYLESTOWN HOSPITAL - GRAND VIEW HEALTH: GRAND VIEW HOSPITAL - JEFFERSON HEALTH: EINSTEIN MEDICAL CENTER ELKINS PARK; EINSTEIN MEDICAL CENTER MONTGOMERY; EINSTEIN MEDICAL CENTER PHILADELPHIA; JEFFERSON ABINGTON HOSPITAL; - JEFFERSON BUCKS HOSPITAL; JEFFERSON FRANKFORD HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE; JEFFERSON LANSDALE HOSPITAL; JEFFERSON METHODIST HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; MAGEE REHABILITATION HOSPITAL; MOSS REHAB; ROTHMAN ORTHOPEDIC SPECIALTY HOSPITAL AND THOMAS JEFFERSON UNIVERSITY HOSPITAL - MAIN LINE HEALTH: BRYN MAWR HOSPITAL; BRYN MAWR REHABILITATION HOSPITAL; LANKENAU MEDICAL CENTER; PAOLI HOSPITAL; RIDDLE HOSPITAL - PENN MEDICINE: CHESTER COUNTY HOSPITAL; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE; PENN PRESBYTERIAN MEDICAL CENTER AND PENNSYLVANIA HOSPITAL - REDEEMER HEALTH: HOLY REDEEMER HOSPITAL - TEMPLE UNIVERSITY HEALTH SYSTEM: FOX CHASE CANCER CENTER; TEMPLE UNIVERSITY HOSPITAL; TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL CAMPUS; TEMPLE UNIVERSITY HOSPITAL - JEANES CAMPUS AND TEMPLE UNIVERSITY HOSPITAL - NORTHEASTERN CAMPUS - TRINITY HEALTH MID-ATLANTIC: MERCY CATHOLIC MEDICAL CENTER; MERCY FITZGERALD HOSPITAL CAMPUS; NAZARETH HOSPITAL; ST. MARY MEDICAL CENTER AND ST. MARY REHABILITATION HOSPITAL AEHN COLLABORATED WITH THE ABOVE LISTED HOSPITALS AND HEALTH SYSTEMS, WORKING WITH JEFFERSON HEALTH COLLEAGUES TO COMPLETE THE JUNE 30, 2022 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT [RCHNA]. AEHN COLLABORATED WITH AND RECEIVED SUPPORT DURING THE CHNA PROCESS FROM: - CHESTER COUNTY HEALTH DEPARTMENT; - DELAWARE COUNTY HEALTH DEPARTMENT; - HEALTH CARE IMPROVEMENT FOUNDATION; - MONTGOMERY COUNTY OFFICE OF PUBLIC HEALTH; - PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS; AND - PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH.
SCHEDULE H, PART V, SECTION B, QUESTION 7A	THE ORGANIZATION IS AN AFFILIATE 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. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE 2022 RCHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT IN ADDITION, COPIES OF THE CHNA ARE AVAILABLE IF REQUESTED AT NO CHARGE FOR PUBLIC INSPECTION ONSITE.
SCHEDULE H, PART V, SECTION B, QUESTION 8	AEHN, PLACED THE FINAL 2022 RCHNA ON THE HEALTH SYSTEM'S WEBSITE TO PROVIDE ACCESS AND MAKE WIDELY AVAILABLE. THE RCHNA FROM 2019 CONTINUES TO BE POSTED. SEVERAL REQUESTS FROM LOCAL NON-PROFIT ORGANIZATIONS SEEKING A COPY OF THE DOCUMENT WERE GIVEN ACCESS VIA THE DOWNLOADABLE DOCUMENT ON THE WEBSITE OR EMAILED BY AEHN LEADERS. IN FY22, THIS PROCESS REMAINED IN EFFECT. ALL 2019 RCHNA AND IMPLEMENTATION PLANS WERE SHARED WITH ALL KEY COMMUNITY STAKEHOLDERS AND PARTICIPANTS IN INTERVIEWS AND MEETINGS. THE STRATEGY OF THE IMPLEMENTATION PLANS IDENTIFIES THE MEANS THROUGH WHICH THE HOSPITAL PLANS TO ADDRESS NEEDS THAT ARE CONSISTENT WITH THE HOSPITAL'S CHARITABLE MISSION AS PART OF ITS COMMUNITY BENEFIT PROGRAMS FROM 2022 THROUGH 2025. BEYOND PROGRAMS DISCUSSED IN THE STRATEGY, THE HOSPITAL IS ADDRESSING MANY OF THESE NEEDS SIMPLY BY PROVIDING CARE TO ALL, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL ANTICIPATES HEALTH NEEDS AND RESOURCES MAY CHANGE, AND THUS A FLEXIBLE APPROACH WAS ADOPTED IN THE DEVELOPMENT OF ITS STRATEGY TO ADDRESS NEEDS IDENTIFIED IN THE 2022 RCHNA. THEMES EMERGED FROM THE RCHNA MEETINGS AND WERE ANALYZED AND CODED WITH ALL QUANTITATIVE DATA. RECOGNITION OF THEMES WERE DISCUSSED AND THE RESULTING ANALYSIS IN THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS ORGANIZED INTO MAJOR TOPICS. OVERALL, THE HEALTH OF THE POPULATIONS SERVED IN THE AEHN SERVICE AREA IS GOOD, RANKING HIGHER THAN THE MONTGOMERY COUNTY AND PENNSYLVANIA STATE POPULATIONS AS A WHOLE. AEHN'S ACCESS TO CARE IP/ACTION PLAN WAS REVIEWED IMMEDIATELY WITH SEVERAL ENHANCEMENTS INTRODUCED. AEHN CONTINUES TO WORK COLLABORATIVELY WITH PROVIDERS ON SUBSTANCE USE DISORDERS. A THOROUGH REVIEW OF THE POLICY AND PROCEDURES FOR FINANCIAL ASSISTANCE TOOK PLACE IN ACCORDANCE WITH INTERNAL REVENUE CODE 501(R) WITH A NEW ENTERPRISE FINANCIAL ASSISTANCE POLICY ADOPTED IN FY20. SERVICES AT AEHN INCLUDED A FINANCIAL COUNSELOR AND/OR ELECTRONIC SUBMISSION DURING THE PANDEMIC TO HELP DETERMINE ELIGIBILITY FOR GOVERNMENT-SPONSORED PROGRAMS, AND OFFER ASSISTANCE WITH THE HEALTH INSURANCE EXCHANGE AND OTHER INSURANCE COVERAGE. OVERVIEW OF IMPLEMENTATION STRATEGY INCLUDES: PRIORITIZATION WAS PLACED INTO THE RCHNA TO MAXIMIZE THE RESOURCES AVAILABLE TO THE HOSPITAL. THE STRATEGY FOCUSES ON THE PRIORITY HEALTH NEEDS THAT ARE MOST IMPORTANT OF COMMUNITY HEALTH PRIORITIES: MENTAL HEALTH CONDITIONS, SUBSTANCE USE AND RELATED DISORDERS, CHRONIC DISEASE PREVENTION AND MANAGEMENT, ACCESS TO AFFORDABLE PRIMARY AND SPECIALTY CARE, HEALTHCARE AND HEALTH RESOURCES NAVIGATION, AND FOOD ACCESS. THE TOP SIX PRIORITIES WERE REVIEWED AND APPROVED BY SENIOR MANAGEMENT. AEHN CONTINUES COLLABORATION REGIONALLY WITH OTHER HOSPITALS AND HEALTH SYSTEMS WITHIN BUCKS AND MONTGOMERY COUNTIES THROUGH PARTNERSHIPS, COOPERATION, AND COORDINATION ON PUBLIC HEALTH ISSUES.
SCHEDULE H, PART V, SECTION B, QUESTION 10	THE ORGANIZATION IS AN AFFILIATE 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. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR THE SYSTEM. THE IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT
SCHEDULE H, PART V, SECTION B, QUESTION 11	THE ORGANIZATION'S MOST RECENT REQUIRED CHNA WAS COMPLETED IN JUNE 2022. IN AN EFFORT TO ADDRESS THE NEEDS IDENTIFIED IN THE FY22 REGIONAL CHNA ("RCHNA"), JEFFERSON HEALTH CONVENED ACTION TEAMS CONSISTING OF KEY COMMUNITY STAKEHOLDERS AND ENTERPRISE ADMINISTRATIVE AND CLINICAL LEADERS TO DEVELOP AND IMPLEMENT GOALS AND ACTION PLANS OR IMPLEMENTATION PLANS. LEADERS OF THESE TEAMS WILL REPORT ON PROGRESS ON A QUARTERLY BASIS. AFTER THE COMPLETION OF THE RCHNA, A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: - SIZE OF HEALTH PROBLEM - IMPORTANCE TO COMMUNITY - CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS - ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION - AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS THE COMMUNITY HEALTH PRIORITIES FOR THE REGION ARE PRESENTED BELOW IN RANKED ORDER: 1) MENTAL HEALTH CONDITIONS 2) ACCESS TO CARE (PRIMARY & SPECIALTY) 3) CHRONIC DISEASE PREVENTION & MANAGEMENT 4) SUBSTANCE ABUSE AND RELATED DISORDERS 5) HEALTHCARE & HEALTH RESOURCES NAVIGATION 6) RACISM & DISCRIMINATION IN HEALTHCARE 7) FOOD ACCESS 8) CULTURALLY & LINGUISTICALLY APPROPRIATE SERVICES 9) COMMUNITY VIOLENCE 10) HOUSING 11) SOCIOECONOMIC DISADVANTAGE 12) NEIGHBORHOOD CONDITIONS BASED ON ITS PRIMARY SERVICE AREAS, THE ENTERPRISE CREATED FIVE COMMUNITY HEALTH IMPLEMENTATION PLANS ("CHIP") WHICH INCLUDE ALL OF THE ENTERPRISE'S HOSPITAL FACILITIES: - CENTER CITY CHIP (THOMAS JEFFERSON UNIVERSITY HOSPITAL, MAGEE REHABILITATION HOSPITAL, JEFFERSON METHODIST HOSPITAL); - ABINGTON CHIP (JEFFERSON ABINGTON HOSPITAL, JEFFERSON LANSDALE HOSPITAL); - NORTHEAST CHIP (JEFFERSON BUCKS HOSPITAL, JEFFERSON FRANKFORD HOSPITAL, JEFFERSON TORRESDALE HOSPITAL, ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL); - NEW JERSEY CHIP (JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL); AND - EINSTEIN CHIP (EINSTEIN MEDICAL CENTER PHILADELPHIA AND EINSTEIN MEDICAL CENTER ELKINS PARK). THE ENTERPRISE CHIP'S WERE DEVELOPED IN COLLABORATION WITH KEY COMMUNITY STAKEHOLDERS, ADMINISTRATIVE AND CLINICAL LEADERS. EACH PLAN IS REVIEWED ANNUALLY AND REVISED BASED ON CHANGING COMMUNITY NEEDS, BEST PRACTICES AND SHORT-TERM/INTERMEDIATE OUTCOMES. JEFFERSON HEALTH PLANS TO ADDRESS THE FOLLOWING NEEDS IDENTIFIED WITHIN THE RCHNA: 1) MENTAL HEALTH CONDITIONS; 2) ACCESS TO CARE; 3) CHRONIC DISEASE PREVENTION & MANAGEMENT; 4) SUBSTANCE ABUSE AND RELATED DISORDERS; AND 5) HEALTHCARE AND HEALTH RESOURCES NAVIGATION. USING A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED, EACH CHIP PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTPUTS/IMPACT MEASURES, AND POTENTIAL PARTNERS. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, STATE, AND COUNTY HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE JOINT COMMISSION, THE AMERICAN HEART ASSOCIATION, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. IN ADDITION, THE FOLLOWING TWO IDENTIFIED PRIORITIES ARE ADDRESSED WITHIN NORMAL HOSPITAL OPERATIONS: LINGUISTICALLY AND CULTURALLY APPROPRIATE SERVICES AND RACISM AND DISCRIMINATION IN HEALTHCARE SETTINGS. THE FOLLOWING FOUR PRIORITIES WILL NOT BE ADDRESSED SPECIFICALLY BY EACH HOSPITAL BUT ARE ADDRESSED THROUGH WORK WITH LOCAL AND REGIONAL COLLABORATIVES AND REFERRALS TO COMMUNITY OR GOVERNMENT RESOURCES: COMMUNITY VIOLENCE; HOUSING; SOCIOECONOMIC DISADVANTAGE (E.G. POVERTY, UNEMPLOYMENT); NEIGHBORHOOD CONDITIONS (E.G. BLIGHT, GREENSPACE, AIR/WATER QUALITY, ETC.). IN ADDITION, THE ORGANIZATION'S HEALTH PROFESSIONALS COLLABORATE WITH JEFFERSON COLLEAGUES TO IMPROVE HEALTH STATUS IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST AND PROMISING PRACTICES ARE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. COMMUNITY BENEFIT LEADERS WILL CONTINUE TO MONITOR THE CHANGING LANDSCAPE AND REQUIREMENTS INITIATED THROUGH FUTURE HEALTH REFORM AND THE IRS INCLUDING FINANCIAL ASSISTANCE REQUIREMENTS. THE JEFFERSON HEALTH CHIP'S ARE POSTED ON THE ENTERPRISE'S WEBSITE AND AVAILABLE FREE OF CHARGE. PLEASE REFER TO THE FOLLOWING URL FOR ADDITIONAL INFORMATION: HTTPS://WWW.JEFFERSONHEALTH.ORG/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT
SCHEDULE H, PART V, SECTION B; FAP AND BILLING AND COLLECTION POLICY	EFFECTIVE OCTOBER 4, 2021, AT 12:01 AM EST, PURSUANT TO THE TERMS OF AN INTEGRATION AGREEMENT, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE MEMBER OF ALBERT EINSTEIN HEALTHCARE NETWORK ("AEHN"). EFFECTIVE WITH THIS AGREEMENT, AEHN BECAME AN AFFILIATE OF TJU. Up until October 4, 2021, AEHN followed their own financial assistance policy. Post affiliation, AEHN assumed the TJU financial assistance policy and all related provisions.
SCHEDULE H, PART V, SECTION B, QUESTION 16	THE ORGANIZATION IS AN AFFILIATE 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. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTIONS 16A, 16B AND 16C, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: https://www.jeffersonhealth.org/pay-my-bill

Field	Value	IRS element (for citing)
Facility	34	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (34 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
MOSS REHAB - ELKINS
60 EAST TOWNSHIP LINE ROAD	ELKINS PARK	PA	19027	TEACHING, RESEARCH, AND REHABILITATION
EINSTEIN MEDICAL CENTER ELKINS PARK
60 EAST TOWNSHIP LINE ROAD	ELKINS PARK	PA	19027	HOSPITAL, GENERAL MEDICAL & SURGICAL, TEACHING, RESEARCH AND ER - 24 HOURS
EINSTEIN MEDICAL CENTER MONTGOMERY
609 W GERMANTOWN PIKE	EAST NORRITON	PA	19403	OUTPATIENT
EINSTEIN MEDICAL CENTER ONE
9880 BUSTLETON AVENUE	PHILADELPHIA	PA	19115	OUTPATIENT
MOSS REHAB - TABOR RD
1200 W TABOR ROAD	PHILADELPHIA	PA	19141	TEACHING AND REHABILITATION
WILLOWCREST
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	SKILLED NURSING
MOSS REHAB PLYMOUTH MEETING
633 E GERMANTON PIKE	PLYMOUTH MEETING	PA	19462	TEACHING AND REHABILITATION
MOSS REHAB - DOYLESTOWN
595 WEST STATE STREET	DOYLESTOWN	PA	18901	TEACHING AND REHABILITATION
EINSTEIN MEDICAL CENTER MONTGOMERY
700 W GERMANTOWN PIKE	EAST NORRITON	PA	19403	OUTPATIENT SERVICES
EINSTEIN MEDICAL CENTER MONTGOMERY
676 DEKALB PIKE SUITE 100	BLUE BELL	PA	194221223	OUTPATIENT SERVCIES
EINSTEIN MEDICAL CENTER MONTGOMERY
100 MARKET STREET PROVIDENCE TOWN C	COLLEGVILLE	PA	19462	OUTPATIENT SERVICES
MOSS REHAB ARIA BUCKS CNTY CAMPUS
380 NORTH OXFORD VALLEY ROAD	LANGHORNE	PA	19047	TEACHING AND SKILLED NURSING
MOSS REHAB ARIA HOSPITAL
4900 FRANKFORD AVENUE	PHILADELPHIA	PA	19124	REHABILITATION AND TEACHING
EINSTEIN MONTGOMERY HOME HEALTH
1330 POWELL ST SUITE 100	NORRISTOWN	PA	19401	HOME HEALTH SERVICES
MOSS REHAB - JENKINTOWN
201 OLD YORK RD SUITE 100	JENKINTOWN	PA	19046	OUTPATIENT REHABILITATION AND TEACHING
EINSTEIN MEDICAL CENTER MONTGOMERY
633 E GERMANTOWN PIKE	PLYMOUTH MEETING	PA	19462	OUTPATIENT SERVICES
MOSS REHAB NORRISTOWN
1330 POWELL STREET	NORRISTOWN	PA	19401	OUTPATIENT REHABILITATION AND TEACHING
MOSS REHAB - CENTER ONE
9880 BUSTLETON AVENUE SUITE 328	PHILADELPHIA	PA	19115	REHABILITATION AND TEACHING
EINSTEIN MONTGOMERY HOSPICE
1330 POWELL STREET SUITE 100	NORRISTOWN	PA	19401	HOSPICE SERVICES
EINSTEIN MEDICAL CENTER MONTGOMERY
210 MALL BLVD	KING OF PRUSSIA	PA	19406	TEACHING AND REHABILITATION
MOSS REHAB OUTPATIENT CENTER
100 MARKET STREET PROVIDENCE TOWN	COLLEGEVILLE	PA	19426	OUTPATIENT REHABILITATION AND TEACHING
MOSS REHAB CASTOR AVENUE
7198 CASTOR AVENUE	PHILADELPHIA	PA	19149	TEACHING AND REHABILITATION
MOSS REHAB OP CENTERCENTER CITY
12 S 23RD STREET	PHILADELPHIA	PA	19103	TEACHING AND REHABILITATION
MOSS REHAB KING OF PRUSSIA
210 MALL BLVD	KING OF PRUSSIA	PA	19406	OUTPATIENT REHABILITATION AND TEACHING
MOSS REHAB EAST NORRITON
609 W GERMANTOWN PIKE	EAST NORRITON	PA	19403	REHABILITATION AND TEACHING
MOSS REHAB LANSDALE
2010 N BROAD STREET	LANSDALE	PA	19446	TEACHING AND REHABILITATION
MOSS REHAB OP CENTERGERMANTOWN
5753 WAYNE AVENUE	PHILADELPHIA	PA	19144	TEACHING AND REHABILITATION
EINSTEIN MEDICAL CENTER PHILADELPHIA
8015 FRANKFORD AVENUE	PHILADELPHIA	PA	19136	OUTPATIENT SERVICES
MOSS REHAB DRUCKER BRAIN INJURY CTR
35-37 BARBER AVENUE	WOODBURY	NJ	08096	TEACHING AND REHABILITATION
DRUCKER BRAIN INJURY CTR - REENTRY
135 S BROAD STREET	WOODBURY	NJ	08096	TEACHING AND REHABILITATION
MOSS REHAB NEW JERSEY CLUB HOUSE
35-37 BARBER AVENEUE	WOODBURY	NJ	08096	OUTPATIENT SERVICES
DRUCKER BRAIN INJURY CTR CLUBHOUSE
7612 DUNGAN ROAD	PHILADELPHIA	PA	19111	TEACHING AND REHABILITATION
MOSS REHAB & OP CENTER CENTER CITY
2400 MARKET STREET SUITE 15	PHILADELPHIA	PA	19103	TEACHING AND REHABILITATION
MOSS REHAB NORRITON
170 WEST GERMANTOWN PIKE SUITE C1	EAST NORRITON	PA	194011389	TEACHING AND REHABILITATION

Supplemental Information Detail SupplementalInformationDetail (13 entries)

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SCHEDULE H, PART I, LINE 3C	AEHN IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES, IN COMPLIANCE WITH THE DEPARTMENT OF TREASURY INTERNAL REVENUE SERVICE SECTION 501(R). THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY ("FAP") EXISTS TO OFFER FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY CARE TO BOTH UNINSURED AND UNDER-INSURED INDIVIDUALS BASED UPON THEIR ABILITY TO PAY. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL STATUS, SEXUAL ORIENTATION OR RELIGIOUS AFFILIATION. PATIENTS SEEKING EMERGENCY CARE SHALL BE TREATED WITHOUT REGARD TO ABILITY TO PAY FOR SUCH CARE. AS REFLECTED IN SCHEDULE H, PART V, SECTION B, QUESTION 13, IN ADDITION TO FEDERAL POVERTY GUIDELINES ("FPG") AEHN USES THE FOLLOWING CRITERIA WHEN DETERMINING A PATIENT'S ELIGIBILITY FOR FREE OR DISCOUNTED FINANCIAL ASSISTANCE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. IN ACCORDANCE WITH THE ORGANIZATION'S FAP, A PATIENT MAY QUALIFY FOR DISCOUNTS ON MEDICAL CARE IF THERE IS NO HEALTH INSURANCE AVAILABLE, OR HAS HEALTH INSURANCE, BUT THAT INSURANCE DOES NOT FULLY COVER THE MEDICAL CARE NEEDED, SUCH AS EXHAUSTED BENEFITS, AND ALL OF THE FOLLOWING APPLY: - THE PATIENT IS NOT ELIGIBLE FOR STATE MEDICAL ASSISTANCE OR OTHER AVAILABLE ASSISTANCE PROGRAMS; - THE PATIENT MEETS THE CRITERIA FOR FINANCIAL ASSISTANCE DESCRIBED IN THIS POLICY; AND - THE PATIENT PROVIDES THE NECESSARY DOCUMENTS AND COMPLETES NECESSARY PAPERWORK. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON FINANCIAL NEED. PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 200% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR 100% COMPASSIONATE CARE (FREE CARE). PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 200% BUT LESS THAN OR EQUAL TO 500% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR PARTIAL COMPASSIONATE CARE (DISCOUNTED CARE). ELIGIBILITY FOR FINANCIAL ASSISTANCE IS ALSO DETERMINED BY THE PATIENT'S OR GUARANTOR'S ABILITY TO PAY AFTER ALL INSURANCE HAS BEEN UTILIZED OR LIQUID RESOURCES EXHAUSTED (EXCLUDING RETIREMENT FUNDS). AEHNC WILL NOT CONSIDER THE PATIENT'S HOUSE, CAR, RETIREMENT ACCOUNTS, AND OTHER "NON-LIQUID" ASSETS. HOWEVER, IT IS RECOGNIZED THAT THERE IS A SMALL PERCENT OF THE UNINSURED PATIENT POPULATION THAT HAS SUBSTANTIAL ASSETS AND COULD EASILY AFFORD TO PAY FOR HEALTHCARE SERVICES, BUT WHOM, BECAUSE OF HAVING TAX-EXEMPT INCOME, WILL NOT HAVE INCOME REFLECTED ON A TAX RETURN. SUCH INDIVIDUALS MAY NOT QUALIFY FOR FINANCIAL ASSISTANCE. FOR UNINSURED PATIENTS, THERE IS AN AUTOMATIC INITIAL DISCOUNT WHICH SHALL EQUATE TO AN AMOUNT NO GREATER THAN 115% OF THE MEDICARE FEE SCHEDULE. A PATIENT UNABLE TO PAY THE UNINSURED RATE IS ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE.
SCHEDULE H, PART I; QUESTION 6A	NOT APPLICABLE.
SCHEDULE H, PART I, QUESTION 7	WORKSHEETS 2 AND 3 WERE USED TO CALCULATE THE COST TO CHARGE RATIO FOR FINANCIAL ASSISTANCE AND UNREIMBURSED MEDICAID. ALL OTHER COSTS WERE EITHER OBTAINED FROM THE HOSPITAL'S COST ACCOUNTING, COST REPORTING OR GENERAL LEDGER SYSTEMS. The organization has included within subsidized health services various services because it meets an identified community need. A service meets an identified community need because it was identified in one of its most recent CHNA's or identified through other means and the organization reasonably feels that if the organization no longer offered the service: (1) the service would be unavailable in the community; (2) the community's capacity to provide the service would be below the community's need; or (3) the service would become the responsibility of government or another tax-exempt organization. Subsidized health services include funding to support certain professional physician services and various other hospital and healthcare system programs in accordance with the above criteria.
SCHEDULE H, PART II	COMMUNITY BUILDING ACTIVITIES UNDERTAKEN BY THIS ORGANIZATION IMPROVE THE MEDICAL AND SOCIOECONOMIC WELL-BEING OF THE COMMUNITIES IN OUR CARE. THIS IS ACCOMPLISHED THROUGH SERVICE ON STATE AND REGIONAL ADVOCACY COMMITTEES AND BOARDS, VOLUNTEERISM WITH LOCAL COMMUNITY-BASED NON-PROFIT ADVOCACY GROUPS, AND PARTICIPATION IN CONFERENCES AND OTHER EDUCATIONAL ACTIVITIES TO PROMOTE UNDERSTANDING OF THE ROOT CAUSES OF HEALTH CONCERNS.
SCHEDULE H, PART III, SECTION A; LINES 3 & 4	BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS INTERNAL FINANCIAL STATEMENTS. 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. PLEASE REFER TO THE NET PATIENT SERVICE REVENUE SECTION WITHIN FOOTNOTE 1 (PAGES 10 & 11) OF THE SYSTEM'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE NETWORK'S REVENUE RECOGNITION.
SCHEDULE H, PART III, SECTION B; LINE 8	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
SCHEDULE H, PART III, SECTION C; QUESTION 9B	AEHN PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. TO FULFILL ITS MISSION OF PROVIDING COMPASSIONATE, HIGH-QUALITY CARE TO ALL PATIENTS IT SERVES, AEHN MUST ALSO ENSURE ITS OWN FINANCIAL VIABILITY. IN ORDER TO SECURE REIMBURSEMENT OF COSTS FOR SERVICES PROVIDED, EVERY EFFORT IS MADE TO ASSIST PATIENTS IN OBTAINING INSURANCE COVERAGE THROUGH MEDICAL ASSISTANCE (MA), CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) OR OTHER FEDERAL, STATE, OR CITY CARE COVERAGE SOURCES. AEHN PROVIDES FINANCIAL ASSISTANCE TO THOSE PATIENTS WHO ARE UNABLE TO PAY BASED UPON THE ELIGIBILITY CRITERIA INCLUDED IN THEIR FINANCIAL ASSISTANCE POLICY. BILLING & COLLECTION EFFORTS ---------------------------- WHILE QUALIFICATION FOR FINANCIAL ASSISTANCE IS IDEALLY DETERMINED PRIOR TO, OR AT THE TIME OF SERVICE, AEHN CONTINUES TO REVIEW SUCH DETERMINATIONS AS OTHER FINANCIAL RESOURCES ARE DISCOVERED DURING THE BILLING AND COLLECTION PROCESS. AFTER AN UNINSURED OR UNDER-INSURED PATIENT'S ACCOUNT IS REDUCED TO THE UNINSURED DISCOUNT OR THE FINANCIAL ASSISTANCE DISCOUNT RATE, WHICHEVER IS APPLICABLE, THE PATIENT IS RESPONSIBLE FOR THE REMAINDER OF ANY OUTSTANDING PATIENT BALANCES. PATIENTS WILL RECEIVE AN INITIAL STATEMENT INDICATING THEIR BALANCE DUE ALONG WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND WHO TO CONTACT. SELF-PAY BALANCES GO THROUGH A PRE-COLLECTION AGENCY PLACEMENT PROCESS THAT MAY ENTAIL THE MAILING OF STATEMENTS OR LETTERS AND/OR PHONE CALLS IN ORDER TO COLLECT PAYMENT ON OPEN BALANCES. ONCE OPEN BALANCE ACCOUNTS COMPLETE THE PRE-COLLECTION DUNNING CYCLE, (120 90 DAYS OR MORE) WITH NO PAYMENT OR PROOF OF ELIGIBILITY FOR FINANCIAL ASSISTANCE OR OTHER PROGRAMS, THE ACCOUNTS ARE TRANSFERRED TO A LONG-TERM, INTEREST-FREE AGENCY PARTNER WHO WILL ALLOW PATIENTS TO EXTEND THEIR PAYMENTS AND CONSIDER A MONTHLY RATE THAT MAY BETTER MEET THEIR FINANCIAL NEEDS. UPON THE PATIENT EITHER FAILING TO ENGAGE WITH THE VENDOR OR DEFAULTING ON ANY ARRANGEMENT, THE ACCOUNT WILL BE RETURNED. WHEN THE ACCOUNT IS RETURNED WITH AN UNPAID BALANCE, THE ACCOUNTS THEN GO THROUGH A PRESUMPTIVE CHARITY DETERMINATION. ANY ACCOUNTS MEETING PRESUMPTIVE CHARITY CRITERIA ARE ADJUSTED WITH A "PRESUMPTIVE CHAIRTY" TRANSACTION CODE. REMAINING DEBIT BALANCE ACCOUNTS ARE transferred TO A PROFESSIONAL COLLECTION AGENCY IF THE BALANCE IS UNDER $5,000.00. IF THE $5,000 OR HIGHER, THE ACCOUNTS ARE REFERRED TO A LAW AGENCY.. IF A FINANCIAL ASSISTANCE APPLICATION AND APPROPRIATE SUPPORTING DOCUMENTS HAVE BEEN SUBMITTED AND A DECISION IS PENDING, THE ACCOUNT WILL BE HELD FROM AGENCY PLACEMENT. IN SOME CASES, A PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE MAY NOT HAVE BEEN IDENTIFIED PRIOR TO SENDING THE ACCOUNT TO AN EXTERNAL COLLECTION AGENCY. EACH AGENCY WILL BE MADE AWARE OF THE FINANCIAL ASSISTANCE POLICY AND WILL WORK WITH THE PROVIDER TO ASCERTAIN PATIENT ELIGIBILITY. EXTRAORDINARY COLLECTION ACTIONS ("ECAS") WILL NOT BE UNDERTAKEN DURING THE INITIAL NOTIFICATION PERIOD OF THE 120 DAYS FROM THE FIRST POST-DISCHARGE BILLING STATEMENT AND UNTIL SUCH TIME AS A 30-DAY INITIATION OF ECA NOTICE HAS BEEN SENT TO THE INDIVIDUAL. THE 30-DAY ECA INITIATION NOTICE WILL CONTAIN THE ECA ACTION THAT THE PROVIDER INTENDS TO UNDERTAKE AND THE DATE AT WHICH TIME THIS WOULD OCCUR. A COPY OF THE ORGANIZATION'S PLAIN LANGUAGE SUMMARY WILL ACCOMPANY THE 30-DAY ECA INITIATION NOTICE. IF THE PATIENT SUBMITS A FINANCIAL ASSISTANCE APPLICATION, AEHN WILL SUSPEND ANY ECAS UNTIL THE PATIENT'S FINANCIAL ASSISTANCE ELIGIBILITY IS DETERMINED AND THE PATIENT IS INFORMED OF THEIR ELIGIBILITY. IF A PATIENT ACCOUNT IS REFERRED TO AN OUTSIDE AGENCY, THAT AGENCY MUST FIRST AGREE TO ABIDE BY AEHN'S FINANCIAL ASSISTANCE POLICY IN RELATION TO ITS COLLECTION EFFORTS. NO EXTERNAL COLLECTION AGENCY IS PERMITTED TO ENGAGE IN ECAS UNLESS AUTHORIZED BY AEHN. AFTER THE ABOVE-DESCRIBED STEPS HAVE BEEN TAKEN, AEHN MAY USE ECAS WITH THE RESPECT TO THE PATIENT ACCOUNT OF AN UNINSURED OR UNDER-INSURED AND MAY FURTHER CONSIDER CREDIT BUREAU REPORTING AND/OR LEGAL ACTION AS APPROPRIATE. AEHN'S GENERAL COUNSEL IS REQUIRED TO APPROVE ALL LAWSUITS PRIOR TO THE ECA COMMENCING. FINAL AUTHORITY FOR DETERMINING THAT AEHN HAS MADE ADEQUATE ATTEMPTS TO INFORM A PATIENT OF THE FINANCIAL ASSISTANCE POLICY, AND THUS, MAY INITIATE THE USE ECAS, RESTS WITH THE ORGANIZATION'S VICE PRESIDENT DIRECTOR OF REVENUE CYCLE OPERATIONS.
SCHEDULE H, PART VI; QUESTION 2	AS A NON-PROFIT INTERNAL REVENUE CODE 501(C)(3) ORGANIZATION, AEHN HAS A STRONG MISSION OF COMMUNITY SERVICE AND OUTREACH. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES. THIS COLLABORATIVE RCHNA OFFERED: INCREASED COLLABORATION AMONG LOCAL HOSPITALS/HEALTH SYSTEMS SERVING THIS REGION; REDUCED DUPLICATION OF ACTIVITIES AND COMMUNITY BURDEN FROM PARTICIPATION IN MULTIPLE COMMUNITY MEETINGS; REDUCED HOSPITAL/HEALTH SYSTEM COSTS IN RCHNA REPORT DEVELOPMENT; OPPORTUNITIES FOR SHARED LEARNING; ESTABLISHMENT OF A STRONG FOUNDATION FOR COORDINATED EFFORTS TO ADDRESS HIGHEST PRIORITY COMMUNITY NEEDS. THE COLLABORATIVE APPROACH: HOSPITALS AND HEALTH SYSTEMS AND SUPPORTING PARTNERS COLLABORATIVELY DEVELOPED THE RCHNA THAT OUTLINES HEALTH PRIORITIES FOR THE REGION. THE HOSPITALS AND HEALTH SYSTEMS WILL PRODUCE IMPLEMENTATION PLANS THAT MAY INVOLVE FURTHER COLLABORATION TO ADDRESS SHARED PRIORITIES. FROM JULY 2021 TO JUNE 2022, THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH) LED COLLECTION OF A VARIETY OF QUANTITATIVE INDICATORS OF HEALTH OUTCOMES AND FACTORS INFLUENCING HEALTH FROM A VARIETY OF DATA SOURCES. DATA COLLECTION INCLUDED PDPH SYNTHESIZED FINDINGS OF HIGH PRIORITY AREAS; PRIORITIES WERE RANKED USING A MODIFIED HANLON METHOD. AT THE SAME TIME, COMMUNITY STAKEHOLDER INPUT PROCESS EVOLVED: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS. STAKEHOLDER FOCUS GROUPS WERE CONDUCTED BY HCIF. IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PDPH AND HCIF AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. QUANTITATIVE DATA WERE ACQUIRED FROM LOCAL, STATE AND FEDERAL SOURCES AND FOCUSED ON INDICATORS THAT WERE UNIFORMLY AVAILABLE AT THE ZIP CODE LEVEL ACROSS THE REGION. THE PDPH TEAM, WHICH INCLUDED EXPERTS IN EPIDEMIOLOGICAL AND GEOSPATIAL ANALYSES, COMPILED, ANALYZED, AND AGGREGATED OVER 60 HEALTH INDICATORS ENCOMPASSING DATA ON COMMUNITY DEMOGRAPHIC CHARACTERISTICS, COVID-19, CHRONIC DISEASE AND HEALTH BEHAVIORS, INFANT AND CHILD HEALTH, BEHAVIORAL HEALTH, INJURIES, ACCESS TO CARE AND SOCIAL AND ECONOMIC CONDITIONS. HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES OF THE HEALTH SYSTEMS, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT, WHICH INCLUDED: 26 VIRTUAL FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL FIVE COUNTIES; 21 VIRTUAL FOCUS GROUP DISCUSSIONS CENTERED ON "SPOTLIGHT" TOPICS CONDUCTED WITH COMMUNITY ORGANIZATIONS AND LOCAL GOVERNMENT AGENCY REPRESENTATIVES. TOPICS COVERED INCLUDED BEHAVIORAL HEALTH, CHRONIC DISEASE, FOOD INSECURITY, HOUSING AND HOMELESSNESS, OLDER ADULTS AND CARE, RACISM AND DISCRIMINATION IN HEALTH CARE, SUBSTANCE USE, AND VIOLENCE. TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS FACILITATED ALL OF THESE DISCUSSIONS, ANALYZED THE QUALITATIVE DATA, AND SUMMARIZED KEY FINDINGS. IN ADDITION, THE PROJECT TEAM EITHER UNDERTOOK DIRECTLY OR SUPPORTED PARTNERS WITH TARGETED PRIMARY DATA COLLECTION TO BETTER UNDERSTAND THE NEEDS OF PARTICULAR COMMUNITIES OR POPULATIONS. THESE FOCUS AREAS AND COMMUNITIES WERE EITHER SPECIFIC TO DIFFERENT TYPE OF FACILITIES WITHIN PARTICIPATING HEALTH SYSTEMS (I.E., CANCER CENTERS, REHABILITATION FACILITIES OR REFLECTED GAPS IN THE 2019 RCHNA: CANCER; DISABILITY; IMMIGRANT, REFUGEE, AND HERITAGE COMMUNITIES; AND YOUTH VOICE. FINALLY, SECONDARY DATA IN THE FORM OF REPORTS AND SUMMARIES FROM OTHER COMMUNITY ENGAGEMENT EFFORTS WERE ALSO INCORPORATED INTO THE REPORT. ALL DATA WERE SYNTHESIZED BY HCIF STAFF AND A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: SIZE OF HEALTH PROBLEM, IMPORTANCE TO THE COMMUNITY, CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS, ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION AND AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS. POTENTIAL SOLUTIONS FOR EACH OF THE COMMUNITY HEALTH PRIORITIES, BASED ON FINDINGS FROM THE QUALITATIVE DATA COLLECTION WERE ALSO INCLUDED. THE COMMUNITY HEALTH DEPARTMENT, WORKING UNDER THE GUIDANCE OF THE ABINGTON HEALTH FOUNDATION'S REV. DR. MARTIN LUTHER KING JR. COMMUNITY BENEFIT AND DIVERSITY COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE IMPLEMENTATION PLANS FOCUSING ON PRIORITY ISSUES AND MOST IMPORTANT HEALTH NEEDS. IN ADDITION, THIS ORGANIZATION WORKS WITH LOCAL PROVIDERS TO PLAN AND DISCUSS HEALTH NEEDS OF THE POPULATION. AEHN CONTINUES TO ATTEND LOCAL AND REGIONAL COMMUNITY ORGANIZATION MEETINGS AND COUNTY COLLABORATIVES FOR THE GREATER LANSDALE AREA. REGIONAL COUNTY COLLABORATIVES INCLUDE THE HEALTHCARE SYSTEM WITH REPRESENTATION FROM LOCAL POLITICIANS, LOCAL COMMUNITY HEALTH CENTERS, EMERGENCY HEALTH PROVIDERS AND OTHER COMMUNITY HEALTH LEADERS. AEHN WORKED WITH AREA HOSPITALS AND NONPROFITS TO FORM THE MONTGOMERY COUNTY HEALTH ALLIANCE WHICH RECEIVED PA STATE DESIGNATION OF SHIP STATUS (STATE HEALTH IMPROVEMENT PLAN). IN ADDITION, DURING THE RCHNA PROCESS, ABINGTON HEALTH CONTINUED TO PARTICIPATE IN COACH WHICH FOCUSED ON FOOD INSECURITY, FUTURE RCHNA, TRAUMA INFORMED CARE AND MENTAL HEALTH. COMMUNITY HEALTH AND BEHAVIORAL HEALTH LEADERS IN FY22 CONNECTED WITH LOCAL CHAPTERS OF NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS) TO COLLABORATE AND ENGAGE REFERRALS. DURING COVID-19, MANY SUPPORT GROUPS WENT VIRTUAL AND AEHN LEADERS OBTAINED INFORMATION AND SHARED WITH WORKFORCE AND COMMUNITY. CHRONIC CARE PATIENTS WERE OFFERED THIS INFORMATION. THESE SAME LEADERS CONTINUED TO WORK DURING THIS RCHNA CYCLE WITH THE REGIONAL OVERDOSE PREVENTION COUNCIL; JEFFERSON'S OPIOID TASK FORCE AND CONTINUED WITH THE WORK ON THE JEFFERSON HEALTH ABINGTON OPIOID COUNCIL WHICH INCLUDES HOSPITAL LEADERSHIP AND KEY COMMUNITY STAKEHOLDERS AND PUBLIC SAFETY, PUBLIC HEALTH PROFESSIONALS WITH MONTGOMERY COUNTY AND COUNTY AND LOCAL PUBLIC OFFICIALS. A NEWSLETTER WAS DEVELOPED DURING THE 2019-22 RCHNA CYCLE WITH 6 EDITIONS.
SCHEDULE H, PART VI; QUESTION 3	AEHN IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES. ADDITIONALLY, THE ORGANIZATION WIDELY PUBLICIZES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ORDER TO ENCOURAGE ITS PATIENTS TO APPLY, IF THEY ARE ELIGIBLE. THE FOLLOWING MEASURES ARE USED TO PUBLICIZE THIS POLICY TO THE COMMUNITY AND PATIENTS. COMMUNICATION IS WRITTEN IN CONSUMER-FRIENDLY TERMINOLOGY AND IN LANGUAGES THAT PATIENTS CAN UNDERSTAND. AEHN PROVIDES TRAINING TO APPROPRIATE ADMINISTRATIVE AND CLINICAL STAFF THAT INTERACT WITH PATIENTS ABOUT FINANCIAL ASSISTANCE AVAILABILITY, HOW TO COMMUNICATE THAT AVAILABILITY TO PATIENTS, AND HOW TO DIRECT PATIENTS TO APPROPRIATE FINANCIAL ASSISTANCE STAFF. IN ADDITION, THE HOSPITAL PROVIDES AN UPDATED CLINIC BOOKLET AND FACT SHEET ON A CLINIC BOOKLET WITH CONTACT INFORMATION TRANSLATED INTO SEVERAL LANGUAGES, POSTED TO THE WEBSITE AND SHARED WITH KEY COMMUNITY STAKEHOLDERS. COMMUNITY NOTIFICATION ---------------------- THIS ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS AND A PLAIN LANGUAGE SUMMARY ARE MADE AVAILABLE TO THE COMMUNITY IN ENGLISH AS WELL AS ANY PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH THAT CONSTITUTE THE LESSER OF 5% OR 1,000 INDIVIDUALS, WHICHEVER IS LESS, OF THE PRIMARY COMMUNITIES SERVED AND POSTED TO THE HEALTH SYSTEM'S WEBSITE. THE FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS, AND PLAIN LANGUAGE SUMMARY ARE ALSO MADE AVAILABLE, FREE OF CHARGE AS FOLLOWS: 1) ON THE AEHN WEBSITE AT HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE 2) BY MAIL WHEN A PATIENT CALLS OR CONTACTS AEHN'S FINANCIAL SERVICES UNIT AT (215)456-8146 3) IN PERSON, WITHOUT APPOINTMENT, AT THE FOLLOWING HOSPITAL LOCATIONS: Albert Einstein Medical Center 5501 Old York Road Philadelphia, PA 19141 Albert Einstein Medical Center 60 East Township Line Road Elkins Park, PA 19027 Einstein Medical Center Montgomery 559 West Germantown Pike East Norriton, PA 19403 4) AS PART OF THE INTAKE OR DISCHARGE PROCESS, PAPER COPIES OF THE PLAIN LANGUAGE SUMMARY ARE OFFERED TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. PERSONAL NOTIFICATION --------------------- AEHN USES REASONABLE EFFORTS TO NOTIFY PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY. THE FOLLOWING ARE METHODS TO NOTIFY PATIENTS: 1) AT THE TIME OF SCHEDULING, PRE-REGISTRATION, OR REGISTRATION OF ELECTIVE SERVICES, THE PATIENT WILL BE ASKED FOR INSURANCE COVERAGE. IF THE PATIENT IS AN UNINSURED PATIENT, THE PATIENT WILL BE INFORMED OF THE FINANCIAL ASSISTANCE POLICY AND, IF REQUESTED, WILL BE PROVIDED A PLAIN LANGUAGE SUMMARY OF THE POLICY. UNLESS THE TREATING PHYSICIAN ADVISES THE FINANCIAL COUNSELOR OR REGISTRATION REPRESENTATIVE THAT SUCH TREATMENT IS MEDICALLY NECESSARY, PATIENTS REQUESTING NON-EMERGENT ADMISSIONS OR OUTPATIENT SERVICES WILL NOT BE SCHEDULED FOR SERVICES UNTIL THE PATIENT HAS COMPLIED WITH MEETING THEIR FINANCIAL OBLIGATIONS. 2) IN THE CASE OF EMERGENCY OR URGENT SERVICES THAT ARE NOT SCHEDULED, A FINANCIAL COUNSELOR OR PATIENT REPRESENTATIVE WILL VISIT AS NECESSARY, WITH PATIENTS, IN PERSON, AT SERVICE SITES. 3) ALL BILLING STATEMENTS INCLUDE A REFERENCE TO THE FINANCIAL ASSISTANCE POLICY AND A CONTACT NUMBER AND EMAIL ADDRESS AS WELL AS REFERENCE TO A WEB SITE FOR ACCESS TO MORE INFORMATION. 4) STAFF WILL DISCUSS THE FINANCIAL ASSISTANCE POLICY, WHEN APPROPRIATE, DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. ADDITIONALLY, AEHN PROVIDES FINANCIAL COUNSELING SERVICES TO GO OVER PATIENT BILLS AND ANSWER ANY QUESTIONS A PATIENT MAY HAVE.
SCHEDULE H, PART VI; QUESTION 4	Community information: Albert einstein medical center philadelphia and elkins park - the primary service area includes the following zip codes in the city of philadelphia and montgomery county, pennsylvania: Einstein medical center philadelphia primary geographic service areas 19120, 19138, 19141, 19144, 19111, 19114, 19115, 19116, 19124, 19135, 19136, 19137, 19149, 19152, 19154, 19118, 19119, 19128, 19129, 19150, 19012, 19027, 19038, 19046, 19095, 19126 Einstein medical center philadelphia primary community demographics Population size: The total population of einstein medical center philadelphia's service area increased to approximately 825,174 residents in 2016. The service area's population is projected to continue increasing in 2020 to 836,882 residents. Demographic characteristics: Age - In the service area, 23% of residents are between the ages of 0-17, 37% are 18-44 (38%), 25% are 45-64 (26%), and 15% are 65 or older. When comparing to 2000, the service area saw an increase in residents age 45-64. There are some variations in the percentages of residents in each age category when comparing the service area, montgomery and philadelphia counties, and pennsylvania as a whole. The service area, montgomery county, and pennsylvania as a whole are expected to experience continued trending towards an aging population through 2018; little change in resident age distribution is anticipated for philadelphia county. Gender - Approximately 47% of the service area's population is male and 53% is female; these percentages are projected to remain static through 2018 and are largely comparable to the gender breakdown of philadelphia and montgomery counties, as well as pennsylvania as a whole. Race/ethnicity - In the service area 44% are white, 35% are black, 13% are latino, 7% are asian, and 3% identify as an "other" race/ethnicity. This pattern is slightly different than the pattern in philadelphia as a whole, where 41% of the population is black, 36% white, 14% latino, and 7% asian. The percentage of white residents in the service area is predicted to decline by 3% by 2020. This is the only racial and ethnic group in the service area that is predicted to decline in the next five years. The percentage of latino residents in the service area population is predicted to increase slightly by 2% by 2020. This mirrors the growth pattern predicted for this ethnic group in philadelphia as a whole. Language spoken at home - The majority of residents in the service area speak english at home (78%), 9% speak spanish, 5% speak an asian language, and 8% speak an "other" language. Asian language patterns in the service area are similar to those in philadelphia as a whole. The service area has a similar percentage of adults who speak spanish at home (9%) as has philadelphia as a whole (10%). A similar percentage of residents in the service area speak an "other" language at home (8%) as in philadelphia overall (7%). Socioeconomic indicators: Education - In the service area, 16% of residents have less than a high school degree, six-in-ten are high school graduates (60%), and nearly one-quarter have a college degree or more (24%). The educational attainment of residents in the service area has remained fairly stable over time. The service area (60%) has a slightly higher percentage of adults whose formal education ended with a high school diploma than philadelphia as a whole (57%), and the same percentage of residents with a college degree or higher (24%). The service area (16%) has a slightly lower percentage of adults who did not finish high school than philadelphia overall (20%). Employment - The overwhelming majority of residents in the service area age 16 and over (85%) are employed; 15% are unemployed. Unemployment is slightly lower in service area (15%) than in philadelphia county as a whole (16%). Poverty status - More than one-third of families in the service area (37%) are living in households with incomes at or below 150% of the federal poverty level. One in five families with children (22%) and 15% of families without children in the service area are living in poverty. Poverty rates are lower in the service area than they are in philadelphia as a whole, where the majority of families (54%) live in poverty (32% of families with children and 22% of families without children). Median household income - The median annual household income in the service area is $46,166. This represents a minimal increase from 2013 when it was $44,203. It is predicted to grow close to $48,768 by 2020. The median household income in the service area is higher than the median household income in philadelphia, where it is $36,553. Home ownership - The majority of service area residents (62%) own their homes, and 38% of residents rent. This is higher than home ownership rates in philadelphia, where 50% of residents rent and 50% own their homes. Community information: Einstein medical center montgomery - the primary service area includes the following zip codes in the city of philadelphia and montgomery county, pennsylvania: Einstein medical center montgomery primary geographic service areas 19401, 19403, 19405, 19406, 19426, 19428, 19462 Einstein medical center philadelphia primary community demographics Population size: The population of the emcm service area is 327,924. It was 324,331 in 2013 and is predicted to increase to 336,250 in 2020. This represents a 4% increase in the next five years, which is similar to montgomery county overall (3%). Demographic characteristics: Age - In the emcm service area, 18-44 year olds make up 35% of the population (113,418), but the size of this age group is predicted to decline by 2% by 2020. The 18-44 year old age group in montgomery county makes up a similar percentage of the population (33%) and is expected to decrease by 1% by 2020. Twenty-eight percent of the emcm service area residents are between the ages of 45-65 (91,585). This percentage has not changed since 2013 and is expected to hold steady into 2020. Twenty-two percent of the emcm service area residents (71,139) are children between the ages of 0-17. This percentage has not changed since 2013 and is predicted to hold steady into 2020. This mirrors both the population percentage and growth rate for this age group in montgomery county overall. The 65+ population (51,782) makes up 16% of the overall population in 2015, and is the only age group in the emcm service area which is predicted to increase (2%) by 2020. Gender - Approximately 49% of the service area's population is male and 51% is female; these percentages are projected to remain static through 2020 and are largely comparable to the gender breakdown of philadelphia and montgomery counties, as well as pennsylvania as a whole.race/ethnicity nearly three-quarters of emcm residents are white (73%). Nine percent of the population is black, 9% is asian and 7% is latino. This pattern is only slightly different than the pattern in montgomery county as a whole, where 77% of the population is white, 9% black, 7% asian and 5% latino. The percentage of white residents in the emcm service area is predicted to decline by 2% by 2020. This is the only racial and ethnic group in the emcm service area that is predicted to decline in numbers in the next five years. It is equivalent to the population decline predicted in Montgomery county overall. The percentage of asian residents in the emcm service area is predicted to increase by 1% by 2020. Language spoken at home - The large majority of residents within the emcm service area (85%) speak english at home. Six percent speak an "other" language, 5% speak an asian language and 4% speak spanish. Languages spoken in the emcm service area have a similar pattern to those spoken in montgomery county as a whole. In montgomery county overall, 6% speak an "other" language at home, 4% speak an asian language and 3% speak spanish. Socioeconomic indicators: Education - Emcm residents are as likely (47%) to have ended their education with a high school diploma as they are to have a college degree or more (46%). Only 8% of residents did not graduate from high school. The educational attainment of residents in the emcm service area has remained fairly stable over time, with the only increase (1%) between 2013 and 2015 in those attaining a college degree or more. Montgomery county as a whole has a similar educational pattern to the service area. Employment - The large majority of residents in the emcm service area are employed (93%); 7% are unemployed. Employment has remained relatively stable since 2013 and it is predicted to stay the same through 2020. The employment pattern of the service area mirrors the pattern in montgomery county overall. Poverty status - Six percent of families with children and 4% of families without children in the emcm service area are living in poverty. One in ten families in the service area, with and without children, is living in households with incomes below 150
SCHEDULE H, PART VI; QUESTION 5	Promotion of community health: aehn provides quality care and community building activities by partnering with other area health care providers, not-for-profit social service agencies, community organizations and faith-based institutions to serve aehn's communities' diverse health care needs. Community building activities are provided without reimbursement, serve at-risk populations and provide health education to key community groups. Some examples of aehn's community building activities are: 1.) Clarkson park - aehn maintains clarkson park, a city square block that was blighted and the site of petty criminal activities until aehn lead rehabilitation efforts to clean up the area. 2.) Shevchenko park - aehn staff serves on the friends of shevchenko park, which has provided a green area in front of a senior apartment complex. 3.) Discover healthcare, education tours and shadowing days - mentoring youth is the key component of this program which introduces high school juniors and seniors to various career opportunities within healthcare. 4.) Einstein center for special operations training (csot) - manages the einstein physician response team which combines a doctor's medical knowledge with a paramedic's understanding of emergency situations that can bridge the gap between the field and the emergency room. Csot staff also train fire, ems, law enforcement and emergency management agencies in the five county philadelphia regions. 5.) Einstein thinkfirst chapter - offers evidence-based brain and spinal Cord injury prevention educational presentations and programs to schools and community groups. 6.) Einstein's "going green" initiatives - include eliminating the use of flexible plastic made with dehp, initiating a pharmacy waste program that safely disposes antibiotics without affecting waterways, promoting a corporate-wide recycling program that produced over 1,000 tons of recycled materials, introducing microfiber mops which use less water, less disinfectant and reduce the incidence of transmitting infections, reducing the amount of chemicals returning to groundwater, purchasing 40% of electricity from a wind farm and creating a 2,000 square foot "green roof" to conserve water, reduce storm water runoff, and provide a habitat for birds, butterflies and other insects. 7.) Baby steps - einstein's community collaborative efforts include programs like baby steps, a high-risk infants program that helps families successfully transition from the nicu to a pediatric practice by helping caregivers meet their baby's medical needs. During the first months after nicu discharge, these babies require medications and close medical monitoring to prevent blindness, failure to thrive, poor developmental outcomes and death. Baby steps supports caregivers, who are often overwhelmed by the intensive needs of these babies, and assists them in navigating the complexities of the medical system and other bureaucracies that affect access to their child's care. Baby steps to health community advisory board ("cab") creates opportunities for information exchange to identify more resources and support systems for parents, help the baby steps team overcome obstacles, and identify ways to promote program sustainability. The baby steps cab includes representatives from the albert einstein medical center, philadelphia department of health, the pa dept of health, the philadelphia department of human services, childlink (early intervention), the philadelphia wic program and the american academy of pediatrics pennsylvania chapter. 8.) Strategic alliance for the elderly ("safe") - an alliance was convened by representatives of aehn with the goal of forming a partnership among agencies that serve the aging population in northwest philadelphia. The mission of safe is to strengthen our community's capacity to meet the needs of older adults by sharing knowledge, pooling resources, and pursuing collaborative opportunities to improve service delivery. Out of this collaboration grew the concept of defining the area as a naturally occurring retirement community ("norc") and creating and supporting an organized supportive service program. Other partners include chestnut hill hospital, geriatric resource center, visiting nurse association of greater philadelphia, philadelphia corporation for aging, stapeley retirement community in germantown, neighborhood interfaith movement ("nim"), jaisohn center for korean services and center in the park senior center. 9.) Participation in community and faith based coalitions - einstein offers event planning strategies, promotion and advertising opportunities and health screenings, literature and workshops through community development and faith based organizations. Einstein staff serves as a resource for community and faith-based organizations as they plan community health events, fairs and clean-ups. Staff serve on the logan community development corporation board and planning committees of the logan neighborhood advisory council. Staff are also members of the olney education partners, a coalition of area elected officials, businesses and community groups supporting olney west high school. Einstein teams up with enon tabernacle baptist church for a men's health fair where 150 physicians and other clinicians provide free health screenings, education centers, a triage center for men having health problems and appointment scheduling follow-up for over 1,000 men. Other important information in how aehn furthers its exempt purpose: aehn's primary mission is to provide health care services. Aehn provides clinical education and research. Aehn's hospitals participate in clinical trials, medical research programs and pharmaceutical trials. Aehn provides a wide variety of community education, health and wellness programs. Aehn's governing body is composed of a diverse group of independent members, representing a broad spectrum of the community it serves. Medical staff privileges are extended to employed hospital physicians, practice plan faculty physicians, employed neighborhood primary care physicians and all eligible private physicians who practice at aehn's hospitals and meet its standards. Aehn uses its excess of revenues over expenses for improvement in patient care, expanding and replacing facilities and equipment, amortizing indebtedness and providing medical training, education, and research. Replacing facilities and equipment, amortizing indebtedness and providing medical training, education, and research.
SCHEDULE H, PART VI; QUESTION 6	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. TJUH System, Abington Health, Jefferson Health - Northeast System, Kennedy Health System, Magee Rehabilitation Hospital and Albert Einstein Healthcare Network are integrated healthcare organizations that provide inpatient, outpatient and emergency care services through acute care, ambulatory care, physician and other primary care services for the residents of southern New Jersey and the greater Philadelphia region. TJU is the sole corporate member of these organizations. Outlined below is a summary of the entities which comprise the system: Thomas Jefferson University --------------------------- Thomas Jefferson University ("TJU") is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(1). TJU is the parent company that financially and corporately integrates Thomas Jefferson University among its subsidiary entities. TJU is an innovative health sciences University that conducts research and offers undergraduate and graduate instruction through the Sidney Kimmel Medical College at Thomas Jefferson University ("SKMC") as well as the Jefferson colleges of nursing, pharmacy, health professions, population health, rehabilitation sciences and life sciences. TJU's educational programs are fully accredited and it educates over 4,000 students annually. TJUH System ----------- TJUH System ("TJUHS") is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). TJUHS is the holding company to provide overall planning, management and support services for various other hospitals and other organizations. Thomas Jefferson University Hospitals, Inc. ------------------------------------------- Thomas Jefferson University Hospitals, Inc. includes Thomas Jefferson University Hospital, Jefferson Hospital for Neuroscience and Methodist Hospital (collectively referred to as TJUH). TJUH promotes the health of the communities it serves in southeastern Pennsylvania, southern New Jersey, and Delaware primarily by providing hospital, sub-acute, outpatient, and physician services and by providing facilities in which students, physicians, nurses, and other healthcare professionals are trained in a clinical setting. TJUH is recognized by the Internal Revenue Service as an Internal Revenue Code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, TJUH provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. TJUH operates consistently with the criteria outlined in IRS revenue ruling 69-545. Emergency Transport Associates, Inc. ------------------------------------ Emergency Transport Associates, Inc. ("ETA") is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(2). ETA seeks to provide high quality air and ground medical transportation services to patients who are admitted to or discharged from Jefferson facilities. Jeffex, Inc. ------------ Jeffex, Inc. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). Jeffex, Inc. is a supporting organization of the system whose activities include operating a pharmacy for patients and employees. Jefferson Physician Services ---------------------------- Jefferson Physician Services ("JPS") is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson Medical Care ---------------------- Jefferson Medical Care ("JMC") is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. The Jefferson Club (a/k/a Jefferson Faculty Club) ------------------------------------------------- The Jefferson Club a/k/a Jefferson Faculty Club ("JC") is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). The organization is currently inactive. Jefferson University Physicians ------------------------------- Jefferson University Physicians ("JUP") is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson University Physicians of New Jersey, P.C. --------------------------------------------------- Jefferson University Physicians of NJ, P.C. ("JUPNJ") is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Methodist Associates in Healthcare, Inc. ---------------------------------------- Methodist Associates in Healthcare, Inc. is an organization recognized by the Internal Revenue Service as tax-exempt pursuant to Internal Revenue Code 501(c)(3) and as a non-private foundation pursuant to Internal Revenue Code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of th
SCHEDULE H, PART VI; QUESTION 7	NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH EITHER PENNSYLVANIA OR NEW JERSEY.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
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 (33 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
MARK KOTAPKA MD
PHYSICIAN	$1,452,327	$0	$0	$0	$21,275	$0	$278,750	$0	$38,883	$0	$1,791,235	$0	$0	$0
KENNETH D LEVITAN
TRUSTEE - PRESIDENT & CEO	$0	$1,117,030	$0	$326,430	$0	$53,621	$0	$53,883	$0	$34,883	$0	$1,585,847	$0	$0
JAMES RAPHAEL MD
PHYSICIAN	$877,422	$0	$357,275	$0	$19,214	$0	$100,114	$0	$28,402	$0	$1,382,427	$0	$0	$0
GERARD F BLANEY
TRUSTEE - CFO/ASST TREASURER	$0	$582,105	$0	$434,874	$0	$71,288	$0	$150,920	$0	$26,264	$0	$1,265,451	$0	$0
SUMEET MAINIGI MD
ELECTROPHYSIOLOGIST	$1,010,007	$0	$90,500	$0	$22,213	$0	$130,622	$0	$0	$0	$1,253,342	$0	$0	$0
PATRICK COOPER MD
PHYSICIAN	$1,125,224	$0	$50,500	$0	$20,144	$0	$26,165	$0	$7,855	$0	$1,229,888	$0	$0	$0
RICHARD H FINE MD
TRUSTEE - SURGERY CHAIRMAN	$600,382	$0	$281,640	$0	$13,826	$0	$277,891	$0	$51,557	$0	$1,225,296	$0	$0	$0
STEVEN L SIVAK MD
TRUSTEE-CMO/PRESIDENT EPP & FP	$646,885	$0	$414,556	$0	$22,328	$0	$55,599	$0	$38,644	$0	$1,178,012	$0	$0	$0
RADI ZAKI MD
CHAIR-SURGERY GENERAL	$1,087,268	$0	$0	$0	$22,249	$0	$30,813	$0	$31,441	$0	$1,171,771	$0	$0	$0
PENNY J REZET ESQ
CHIEF LEGAL OFFICER-SECRETARY	$0	$512,900	$0	$398,461	$0	$53,712	$0	$163,958	$0	$29,035	$0	$1,158,066	$0	$0
BETH DUFFY
TRUSTEE - PRESIDENT EMCM	$0	$449,216	$0	$378,785	$0	$48,924	$0	$176,605	$0	$25,729	$0	$1,079,259	$0	$0
DAVID M JASPAN DO
TRUSTEE	$588,246	$0	$284,706	$0	$14,453	$0	$48,577	$0	$34,832	$0	$970,814	$0	$0	$0
ROHIT GULATI MD
TRUSTEE - EVP & CMO	$0	$530,672	$0	$353,089	$0	$44,142	$0	$34,316	$0	$3,147	$0	$965,366	$0	$0
ALBERTO ESQUENAZI MD
TRUSTEE	$590,650	$0	$225,214	$0	$13,298	$0	$72,876	$0	$26,032	$0	$928,070	$0	$0	$0
DIXIEANNE JAMES
TRUSTEE - PRESIDENT AEMC	$0	$425,854	$0	$357,603	$0	$35,862	$0	$9,756	$0	$12,136	$0	$841,211	$0	$0
BARRY FREEDMAN
FORMER OFFICER	$0	$627,610	$0	$35,700	$0	$9,000	$0	$27,541	$0	$22,494	$0	$722,345	$0	$0
CYNTHIA M DEGRANDPRE
VP HEALTHCARE SERVICES - AEMC	$311,951	$0	$126,848	$0	$39,631	$0	$182,937	$0	$32,786	$0	$694,153	$0	$0	$0
GINA MARONE
CHIEF NURSE EXECUTIVE - AEMC	$357,108	$0	$249,261	$0	$33,192	$0	$30,596	$0	$2,998	$0	$673,155	$0	$0	$0
CRAIG SIEVING
VP NETWORK FACILITIES	$289,894	$0	$223,596	$0	$27,588	$0	$44,176	$0	$30,654	$0	$615,908	$0	$0	$0
ANGELA NICHOLAS MD
TRUSTEE - CMO FPS	$348,496	$0	$137,950	$0	$9,201	$0	$21,133	$0	$13,378	$0	$530,158	$0	$0	$0
MAUREEN JORDAN
VP HEALTHCARE SERVICES - AEMC	$312,633	$0	$126,287	$0	$29,689	$0	$54,089	$0	$3,636	$0	$526,334	$0	$0	$0
JAY D'LUGIN
VP & CMIO	$0	$320,413	$0	$125,760	$0	$31,055	$0	$28,307	$0	$12,495	$0	$518,030	$0	$0
LOUIS LAMONT
VP & COO - PROF FUND MGT	$289,336	$0	$125,322	$0	$30,278	$0	$47,913	$0	$19,195	$0	$512,044	$0	$0	$0
THOMAS J SMITH
COO - MOSS	$256,468	$0	$115,827	$0	$26,498	$0	$52,410	$0	$5,080	$0	$456,283	$0	$0	$0
DEBORAH PIERCE DO
TRUSTEE	$0	$270,900	$0	$37,187	$0	$7,264	$0	$71,377	$0	$41,884	$0	$428,612	$0	$0
MICHAEL GEORGE
VP HEALTH SVCS-PROF FUND MGT.	$244,514	$0	$99,166	$0	$26,409	$0	$29,928	$0	$15,834	$0	$415,851	$0	$0	$0
ANNMARIE PAPA
VP NURSING - EMCM	$246,714	$0	$107,602	$0	$29,781	$0	$6	$0	$25,903	$0	$410,006	$0	$0	$0
DORLYN LAW
VP HEALTH SVCS-PROF FUND MGT.	$230,032	$0	$96,054	$0	$25,044	$0	$29,857	$0	$25,191	$0	$406,178	$0	$0	$0
MARIA MCCALL
VP HEALTHCARE SERVICES	$225,262	$0	$96,263	$0	$23,412	$0	$9,458	$0	$32,144	$0	$386,539	$0	$0	$0
CHRISTOPHER SCAVEN
MEDICAL DIRECTOR-ECHA	$285,103	$0	$30,500	$0	$7,572	$0	$27,903	$0	$13,356	$0	$364,434	$0	$0	$0
PATRICIA MODAFFERI
VP HEALTHCARE SERVICES - EMCM	$205,712	$0	$95,410	$0	$23,938	$0	$13,395	$0	$7,484	$0	$345,939	$0	$0	$0
BRUCE MENKOWITZ MD
TRUSTEE	$256,737	$0	$500	$0	$8,972	$0	$0	$0	$0	$0	$266,209	$0	$0	$0
JANIS RUBIN MD
TRUSTEE	$154,195	$0	$0	$0	$223	$0	$48,171	$0	$16,660	$0	$219,249	$0	$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 2021 FORMS W-2.
SCHEDULE J, PART I, LINE 1B	LONG TERM DISABILITY BENEFITS ARE PROVIDED TO CERTAIN KEY EMPLOYEES. THESE EMPLOYEES' WAGES ARE "GROSSED UP" AT THEIR INDIVIDUAL TAX RATES TO PROVIDE THE FULL VALUE OF THE BENEFIT SINCE THIS BENEFIT IS REFLECTED IN THE INDIVIDUAL'S FORM W-2, AS TAXABLE WAGES.
SCHEDULE J, PART I; QUESTION 4B	THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A NON-QUALIFIED DEFERRED COMPENSATION PLAN WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2021 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARK KOTAPKA, M.D., $222,882; KENNETH D. LEVITAN, $17,765; JAMES RAPHAEL, M.D., $48,171; GERARD F. BLANEY, $84,044; SUMEET MAINIGI, M.D. $115,180; PATRICK COOPER, M.D., $5,577; RICHARD H. FINE, M.D., $157,467; STEVEN L. SIVAK, M.D., $8,049; PENNY J. REZET, ESQ., $105,323; BETH DUFFY, $107,094; ROHIT GULATI, M.D., $9,380; DAVID M. JASPAN, D.O., $16,581; DIXIEANNE JAMES, $12; GINA MARONE, $9,738; CYNTHIA M. DEGRANDPRE, $114,530; CRAIG SIEVING, $22,849; ANGELA NICHOLAS, M.D., $5,477; JAY D'LUGIN, $5,212; MAUREEN JORDAN, $21,160; LOUIS LAMONT, $16,940; DEBORAH PIERCE, D.O., $71,377; THOMAS J SMITH, $24,560; ANNMARIE PAPA, $6; MICHAEL GEORGE, $4,958; DORLYN LAW, $3,855; MARIA MCCALL, $2,985; PATRICIA MODAFFERI, $9,658 AND JANIS RUBIN, M.D., $48,171.
SCHEDULE J, PART I, QUESTION 7	CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2021 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2021 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (15 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$1,711,200	PERFORMANCE OF SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$1,412,220	PERFORMANCE OF SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$1,369,811	PERFORMANCE OF SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$1,012,654	PERFORMANCE OF SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$924,680	PERFORMANCE OF SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$684,587	PERFORMANCE OF SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$412,511	PERFORMANCE OF SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$100,000	PERFORMANCE OF SERVICES	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$1,009,761	EMPLOYEE	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$714,987	EMPLOYEE	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$282,022	EMPLOYEE	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$146,339	EMPLOYEE	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$135,070	EMPLOYEE	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$104,771	EMPLOYEE	false
SUBSTANTIAL CONTRIBUTOR
SUBSTANTIAL CONTRIBUTOR	$101,995	EMPLOYEE	false

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	8	ContributionCnt
Noncash Contributions Rpt F990	$1,943,471	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

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	11	ContributionCnt
Noncash Contributions Rpt F990	$6,514	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	8	ContributionCnt
Noncash Contributions Rpt F990	$15,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
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	MISCELLANEOUS	Desc
Contribution	24	ContributionCnt
Noncash Contributions Rpt F990	$26,745	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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M, PART II, SUPPLEMENTAL INFORMATION	FormAndLineReferenceDesc
Explanation	THE NUMBER OF CONTRIBUTIONS ARE REPORTED ON SCHEDULE M. THE GROUP DOES NOT RECOGNIZE GIFTS-IN-KIND (SUCH AS CLOTHING, FOOD, WORKS OF ART, ETC.) WITHIN ITS FINANCIAL STATEMENTS, BUT DOES ACKNOWLEDGE THESE GIFTS TO THE DONOR. SECURITIES AND REAL PROPERTY ARE RECOGNIZED WITHIN THE FINANCIAL STATEMENTS.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (21 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
Form 990, line h(b) - subordinates included	The following organizations are included in the Albert Einstein Healthcare Network Group Letter Ruling: 1. Albert einstein medical center 5501 old york road Philadelphia, pa 19141-3018 Ein: 23-1396794 2. Bcct over corp 5501 old york road Philadelphia, pa 19141 Ein: 23-1352200 3. Einstein community health associate 5501 old york road Philadelphia, pa 19141 Ein: 23-2760086 4. Einstein medical center montgomery 559 west germantown pike East norriton, pa 19403 Ein: 20-4193243 5. Einstein practice plan, inc. 551 old york road Philadelphia, pa 19141 Ein: 23-2664784 6. Fornance physician services, inc. 1330 powell street, no. 509 Norristown, pa 19401 Ein: 23-2275991 Please refer to Schedule R; Part II for the affiliates not outlined above which are not included in the Albert Einstein Healthcare Network Group Letter Ruling.
Core form, part i; summary	The total voting and independent voting members disclosed on page 1 of this form 990 is the total for all organizations included in the group exemption ruling and in this consolidated group form 990. Outlined below is the voting and independent voting disclosure information for all organizations included in the group exemption: - Albert Einstein Medical Center; 21 voting, 15 independent; - BCCT Over Corp; 3 voting, 2 independent; - Einstein Community Health Associate; 15 voting, 9 independent; - Einstein Medical Center Montgomery; 12 voting, 9 independent; - Einstein Practice Plan, Inc.; 16 voting, 9 independent; - Fornance Physician Services, Inc.; 16 voting, 9 independent.
Core form, part iii; statement of program service accomplishments	Albert Einstein Healthcare Network Group Letter Ruling is recognized by the internal revenue service ("irs") as an internal revenue code section 501(c)(3) tax-exempt hospital organization. It includes Albert Einstein Medical Center ("AEMC") and Einstein Medical Center Montgomery ("EMCM"). Pursuant to its charitable purposes, AEMC and EMCM provide emergency and medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, or ability to pay. Moreover, the organizations operate consistently with the following criteria outlined in irs revenue ruling 69-545: 1) provide medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, medicare and medicaid patients. 2) operate an active emergency department for all persons, which is open 24 hours a day, seven days a week, 365 days per year. 3) maintain an open medical staff, with privileges available to all qualified physicians. 4) control of each rests with its board of trustees; which is comprised of independent civic leaders and other prominent members of the community; and 5) surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care, programs and activities. The operations of both AEMC and EMCM, as shown through the factors outlined above and other information contained herein, clearly demonstrate that AEMC and EMCM both provide substantial community benefit and that the use and control of both AEMC and EMCM is for the benefit of the public and that no part of the income or net earnings of each organization inures to the benefit of any private individual nor is any private interest being served other than incidentally. The organization's mission is the provision of compassionate, high quality health care in order to elevate the health status of the patients it serves in southeastern pennsylvania, southern new jersey, and delaware. The group serves these individuals and others with health care programs and services ranging from community health education and preventive medicine to complex and specialized care requiring advanced technology and highly expert staff. The group enthusiastically embraces its special responsibility to the most vulnerable residents in its primary service area and to the members of the jewish community. The group reflects the values of the jewish community by caring for any person regardless of race, religion, national origin, or the ability to pay. The group's educational commitment includes providing health education to the community, and training and educating medical school students, graduate and practicing physicians, and other health care professionals. The group also supports clinical research for the purpose of enhancing the quality of patient care and advancing the science of medicine. Aehn group is licensed to operate 721 acute care beds. Tertiary care is provided through three locations, its main campus in north philadelphia, its campus at elkins park and its campus at montgomery county. In addition, its main campus operates a 24-hour level i trauma center with an open admissions policy providing emergency services to the community. Aehn group provides health and healing services to the communities it serves and trains physicians to be accomplished leaders through scholarly activity, excellence in teaching, and participation in research. Aehn group is licensed to operate 197 rehabilitation beds. Rehabilitation services are provided in a 17-bed setting on its main campus and 50-bed setting at four other hospitals and in a 130-bed setting at the elkins park location. Aehn group operates and maintains hospitals and clinical facilities for the study, diagnosis, care, treatment, and rehabilitation of persons with mental or emotional disorders. Aehn group provides education and counseling of such persons and their families and engages in educational and research programs to facilitate and support such activities. In response to the covid-19 pandemic outbreak within the philadelphia and montgomery county communities during march of 2020, in accordance with its policy and procedure regarding disaster response, albert einstein healthcare network established a covid-19 incident command center that comprised a multi-disciplinary team of clinical and administrative leadership. The task of the command center was to provide rapid mobilization related to surge planning, prompt decision making and a coordination of personnel, equipment, and personal protective equipment (ppe). Through the actions of the command center, covid-19 resources were established (such as, negative pressure rooms, conversion of anesthesia equipment to ventilators, nursing spaces with positive air flow) to create safe areas to treat covid-19 patients while at the same time protecting the care teams, staff and other patients. These actions allowed the network and its affiliated subsidiaries to continue to respond to the community needs in various ways during fiscal year 2022: - the network treated covid-19 positive or clinically suspected patients within its inpatient facilities between july 1, 2021 and june 30, 2022. - operated covid-19 testing sites within its community practices. - operated community covid-19 vaccination sites. - participated in a city-wide collaboration on covid patient load leveling and education. - collaborated with army medical reserve. - converted outpatient in-person professional practice based visits to telehealth visits. - provided education for community through various outreach channels. Moss-rehab opened one of the first units in the united states to serve covid-19 infected patients and associated rehab needs. The core+ unit started april 4th, 2020. The unit serves patients in the acute phase of covid-19 infection with rehabilitation needs. Core+ is a specialized rehabilitation care environment developed to treat patients who are recovering from covid-19 while still potentially contagious. Staff is trained in the use of safety equipment and in the provision of this care safely.
Core Form, Part V, Question 15	Mark Kotapka, M.D., James Raphael, M.D., Sumeet Mainigi, M.D, Patrick Cooper, M.D. and Radi Zaki, M.D. are included within part vii and schedule j of the organization's federal form 990. Drs. Kotapka, Raphael, Mainigi, Cooper and Zaki are employed physicians that provide licensed medical services. Their employer was not required to file a federal form 4720 for any remittance of excise tax related to these individuals because none of their respective compensation was attributable to non-clinical services, and therefore was not in excess of $1m and thus exempt from excise tax under internal revenue code section 4960. Kenneth d. Levitan is an officer and voting member of this organization's governing body. Accordingly, albert einstein medical center filed a 2021 federal form 4720 which included a remittance of excise tax related to mr. Levitan's compensation in excess of $1m. Gerard f. Blaney is an officer of this organization's governing body. Accordingly, albert einstein medical center filed a 2021 federal form 4720 which included a remittance of excise tax related to mr. Blaney's compensation in excess of $1m. Steven l. Sivak, m.d. is an officer and voting member of this organization's governing body. Accordingly, albert einstein medical center filed a 2021 federal form 4720 which included a remittance of excise tax related to dr. Sivak's compensation in excess of $1m.
Core form, part vi, section a; questions 6 & 7	Albert Einstein Healthcare Network ("AEHN") is the sole member of all organizations included in this consolidated group form 990. Thomas jefferson university ("tju") is the sole member of aehn. Accordingly, tju has the ultimate right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws.
Core form, part vi, section b; question 11b	The organization is an affiliate within thomas jefferson university/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The organization's federal form 990 was provided to each voting member of the organization's governing body prior to filing of the form 990 with the internal revenue service ("irs"). As part of the tax return preparation process the organization hired a professional certified public accounting ("cpa") firm with experience and expertise in both healthcare and not for-profit tax return preparation to prepare the federal form 990. The cpa firm's tax professionals worked closely with the system's finance personnel and various other system individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The cpa firm prepared a draft federal form 990 and furnished it to the system's internal working group for their review. The internal working group reviewed the draft federal form 990 and discussed questions and comments with the cpa firm. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the cpa firm to the internal working group for final review. Following this review, the form 990 was then presented to thomas jefferson university's finance, assurance & compliance committee and 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	CORE FORM, PART VII INCLUDES, AS OF June 30, 2022, THE MEMBERS OF THE BOARD OF TRUSTEES, OFFICERS, AND KEY EMPLOYEES OF EACH OF THE ORGANIZATIONS INCLUDED IN THIS CONSOLIDATED GROUP FORM 990. OUTLINED BELOW IS A SUMMARY BY ORGANIZATION: Albert einstein medical center's board of trustees includes the following individuals: - Carole S. Ben-Maimon, M.D. - Steven Berk, Esq. - Gerard F. Blaney - Shannon Czincila - Alberto Esquenazi, M.D. - Lewis I. Gantman, Esq. - Rohit Gulati, M.D. - Dixieann James - David M. Jaspan, M.D. - Susan Kline Klehr - John P. Korman - Ellen Kraftsow-kogan - Kenneth D. Levitan - Matthew S. Levitties - Robert J. Lipstein - Deborah Pierce, D.O. - Eric Raymond - Lawrence S. Reichlin - Madalyn Rovinsky - Gregory H. Stein - Paul H. Weiss, Esq. Bcct over corp's board of trustees includes the following individuals: - Steven Berk, Esq. - Kenneth D. Levitan - Lawrence S. Reichlin Einstein community health associate's board of trustees includes the following individuals: - Steven Berk, Esq. - Barbara E. Black - Beth Duffy - Mina P. Fader - Richard H. Fine, M.D. - Joanne Fishman, Esq. - Debra Hollander - Kenneth D. Levitan - Marina Kats, Esq. - Angela Nicholas, M.D. - Lawrence S. Reichlin - Madalyn Rovinsky - Janis W. Rubin, M.D. - Steven L. Sivak, M.D. - Judith K. Trichon Einstein medical center montgomery's board of trustees includes the following individuals: - Steven Berk, Esq. - Geoffrey M Duffine, Esq. - Beth Duffy - Alison Korman Feldman - Lewis I. Gantman, Esq. - Kenneth D. Levitan - Bruce Menkowitz, M.D. - Jill Powell - Lawrence S. Reichlin - Richard C. Sheerr - Anthony R. Sherr, Esq. - Richard A. Wolfson Einstein practice plan, inc.'s board of trustees includes the following individuals: - Steven Berk, Esq. - Barbara E. Black - Gerard F. Blaney - Beth Duffy - Mina P. Fader - Richard H. Fine, M.D. - Joanne Fishman, Esq. - Debra Hollander - Kenneth D. Levitan - Marina Kats, Esq. - Angela Nicholas, M.D. - Lawrence S. Reichlin - Madalyn Rovinsky - Janis W. Rubin, M.D. - Steven L. Sivak, M.D. - Judith K. Trichon Fornance physician services, inc.'s board of trustees includes the following individuals: - Steven Berk, Esq. - Barbara E. Black - Gerard F. Blaney - Beth Duffy - Mina P. Fader - Richard H. Fine, M.D. - Joanne Fishman, Esq. - Debra Hollander - Kenneth D. Levitan - Marina Kats, Esq. - Angela Nicholas, M.D. - Lawrence S. Reichlin - Madalyn Rovinsky - Janis W. Rubin, M.D. - Steven L. Sivak, M.D. - Judith K. Trichon
Core form, part vii and schedule j	Core form, part vii and schedule j reflect certain board of trustee members and officers receiving compensation and benefits from this organization or a related organization. Please note this remuneration was for services rendered as full-time employees of the organization or a related organization and not for services rendered as a voting member or officer of this organization's governing body.
Core form, part vii, 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, key employees and officers listed on core form, part vii and schedule j of this form 990 may hold similar positions with both this organization and other affiliates within the system. The hours shown on this form 990, for board members who receive no compensation for services rendered in a non-board capacity, represent the estimated hours devoted per week for this organization. To the extent these individuals serve as a member of the board of trustees of other related organizations in the system, their respective hours per week per organization are approximately the same as reflected in core form, part vii of this form 990. The hours reflected on core form, part vii of this form 990, for board members who receive compensation for services rendered in a non-board capacity, paid officers or key employees, reflect total hours worked per week on behalf of the system; not solely this organization.
Core form, part x; line 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 2019a; and - montgomery county higher education and health authority series 2022b. 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, 2022.
Core form, part xi; question 9	Other changes in net assets or fund balance include: - Change in net pension liability - $26,906,000; - change in beneficial interest in perpetual trusts - $5,576,388; - increase in quasi-endowment - $365,000; - extraordinary loss on debt retirement - ($36,359,944); and - asset revaluation - $154,631,074.
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, 2022 and june 30, 2021; respectively and issued a consolidated audited financial statement. An unmodified opinion was issued each year by the independent cpa firm. Tju's finance, assurance & compliance committee has assumed responsibility for the oversight of the audit of the consolidated financial statements, which includes the selection of an independent auditor.
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 under the single audit act and omb circular a-133.
FORM 990 PART IX LINE 11G	DESCRIPTION:TEMP EMPLOYEE SERVICES TOTAL FEES:41691408
FORM 990 PART IX LINE 11G	DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:33438247
FORM 990 PART IX LINE 11G	DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:25978448
FORM 990 PART IX LINE 11G	DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:22178286
FORM 990 PART IX LINE 11G	DESCRIPTION:OTHER FEES TOTAL FEES:37924781

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (40 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
THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352651	EDUCATION	PA	501(C)(3)	2	NA	false
TJUH SYSTEM
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	233026795	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	false
THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232829095	HEALTH SVCS.	PA	501(C)(3)	3	TJUH SYSTEM	false
JEFFERSON UNIVERSITY PHYSICIANS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232809585	HEALTH SVCS.	PA	501(C)(3)	12A	TJUH SYSTEM	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
JEFFERSON PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	233026939	HEALTH SVCS.	PA	501(C)(3)	12B	TJUH SYSTEM	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 MEDICAL CARE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232858320	HEALTH SVCS.	PA	501(C)(3)	12A	JPS	false
METHODIST ASSOCIATES IN HEALTHCARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232678055	HEALTH SVCS.	PA	501(C)(3)	12A	TJUH SYSTEM	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
JEFFEX INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622009	HEALTH SVCS.	PA	501(C)(3)	12A	TJUH SYSTEM	false
EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622004	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC	false
WALNUT HOME THERAPEUTICS INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622006	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC	false
SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232214351	REAL ESTATE	PA	501(c)(2)		JEFFEX INC	false
ABINGTON HEALTH
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	271243803	HEALTH SVCS.	PA	501(C)(3)	12B	TJU	false
ABINGTON MEMORIAL HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352152	HEALTH SVCS.	PA	501(C)(3)	3	AH	false
LANSDALE HOSPITAL CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	263359979	HEALTH SVCS.	PA	501(c)(3)	3	AH	false
ABINGTON HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232188052	FUNDRAISING	PA	501(C)(3)	7	AH	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 - NORTHEAST
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	230596940	HEALTH SVCS.	PA	501(C)(3)	3	JHNES	false
ARIA HEALTH PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232691968	HEALTH SVCS.	PA	501(C)(3)	3	JHNES	false
ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	460779942	HEALTH SVCS.	PA	501(C)(3)	10	JHNES	false
JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	237318683	FUNDRAISING	PA	501(C)(3)	12A	JHNE	false
PHILADELPHIA UNIVERSITY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352294	EDUCATION	PA	501(C)(3)	2	TJU	false
KENNEDY HEALTH SYSTEM INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442036	HEALTH SVCS.	NJ	501(C)(3)	7	TJU	false
KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	221773439	HEALTH SVCS.	NJ	501(C)(3)	3	KHS	false
KENNEDY HEALTH CARE FOUNDATION INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	800550282	FUNDRAISING	NJ	501(C)(3)	7	KHS	false
KENNEDY PROPERTY CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442034	REAL ESTATE	NJ	501(C)(3)	12A	KHS	false
STAT MEDICAL TRANSPORT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222443981	HEALTH SVCS.	NJ	501(C)(3)	10	KHS	false
KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442032	HEALTH SVCS.	NJ	501(C)(3)	12A	KHS	false
KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	461420853	HEALTH SVCS.	NJ	501(C)(3)	10	KHS	false
MAGEE REHABILITATION HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231476328	HEALTH SVCS.	PA	501(C)(3)	3	TJU	false
ALBERT EINSTEIN HEALTHCARE NETWORK
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232290323	MANAGEMENT	PA	501(C)(3)	12A	TJU	false
GHMC MANAGEMENT INC
101 EAST OLNEY AVENUE	PHILADELPHIA	PA	19120	232225809	MANAGEMENT	PA	501(C)(3)	12A	AEMC	Yes (true)
MONTGOMERY HEALTH FOUNDATION
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	222456265	FUNDRAISING	PA	501(C)(3)	12B	MHC	false
MONTGOMERY HOSPITAL
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	231352193	HEALTH SVCS.	PA	501(C)(3)	3	AEHN	false
MONTGOMERY HOSPITAL WORKERS COMP TRUST
5501 OLD YORK ROAD	PHILADELPHIA	PA	19141	232351775	HEALTH SVCS.	PA	501(C)(3)	12A	MHC	false
BROADLINE RISK RETENTION GROUP
100 BANK STREET	BURLINGTON	VT	05401	272583356	INSURANCE	VT	501(C)(3)	12A	AEHN	false
HEALTH PARTNERS PLANS INC
901 MARKET STREET SUITE 500	PHILADELPHIA	PA	19107	232379751	INSURANCE	PA	501(C)(4)		JHNE	false
HEALTH PARTNERS FOUNDATION
901 MARKET STREET SUITE 500	PHILADELPHIA	PA	19107		FUNDRAISING	PA	501(C)(3)	12A	HPP	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
RIVERVIEW SURG CTR LP
3 CRESCENT DR	PHILADELPHIA	PA	19112	263910345	HEALTH SVCS.	PA	NA
RIVERVIEW SURG CTR LLC
3 CRESCENT DR	PHILADELPHIA	PA	19112	263911509	HEALTH SVCS.	PA	NA
ROTHMAN ORTHO SPEC HOSP
11221 ROE AVE	LEAWOOD	KS	66211	270260289	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
TMB ENTERPRISE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232400586	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

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 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	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct
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
ATRIUM CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232075587	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
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
JEFFERSON PHYSICIAN SVCS OF CALIFORNIA
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	371856786	INACTIVE	CA	NA	C CORP.	false
925 WALNUT STREET CORP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	841657497	REAL ESTATE	PA	NA	S 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
HEALTH CARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	200214524	HEALTH SVCS.	PA	NA	C CORP.	false
KENNEDY MANAGEMENT GROUP INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223347294	MANAGEMENT	NJ	NA	C CORP.	false
PROFESSIONAL MEDICAL MANAGEMENT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222559690	INACTIVE	NJ	NA	C CORP.	false
KENNEDY ACCESS INCORPORATED
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	472661672	INVESTMENTS	NJ	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
CMMC INC
1330 POWELL STREET	NORRISTOWN	PA	19401	232256479	REAL ESTATE	PA	NA	C CORP.	false
EINSTEIN HEALTHCARE SYSTEMS INC
101 EAST OLNEY AVENUE	PHILADELPHIA	PA	19120	232314938	INACTIVE	PA	NA	C CORP.	false
REHAB VENTURES INC
1200 WEST TABOR ROAD	PHILADELPHIA	PA	19141	232619394	INACTIVE	PA	NA	C CORP.	Yes (true)	$0	$1,578,863	1.00000

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	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	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	Yes (true)	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	Yes (true)	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	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