TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN 23-1352685)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-12
- IRS object ID
- 202341329349302069
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-05-12T11:18:56-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 231352685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MEDHA NARVEKAR SECRETARY | InCareOfNm |
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 2158988967 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 WALNUT STREET RM 305 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191046284 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RUSSELL DILEO | PersonNm |
| Person Title | INTM. VP FIN & TREAS | PersonTitleTxt |
| Phone | 2158988967 | PhoneNum |
| Signature | 2023-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RUSSELL | PersonFirstNm |
| Person Last | DILEO | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO C RUSSO | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2023-05-03 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | 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 | M ELIZABETH MAGILL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 WALNUT STREET | AddressLine1Txt |
| City | PHILADLEPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $28,533,144,821 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPENN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1740 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 53 | VotingMembersIndependentCnt |
| Total Employee | 56699 | TotalEmployeeCnt |
| Total Volunteers | 29114 | TotalVolunteersCnt |
| Total Gross UBI | $170,656,751 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $15,899,306 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,828,560,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,958,495,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,580,806,027 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,205,156,106 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,457,693,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,633,981,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $470,682,973 | PYOtherRevenueAmt |
| CY Other Revenue | $1,280,962,894 | CYOtherRevenueAmt |
| PY Total Revenue | $9,337,742,000 | PYTotalRevenueAmt |
| CY Total Revenue | $11,078,595,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $608,068,995 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $568,733,350 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,303,271,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,530,567,018 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,082,689 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $801,333 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $107,506,696 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,651,764,316 | PYOtherExpensesAmt |
| CY Other Expenses | $3,155,687,299 | CYOtherExpensesAmt |
| PY Total Expenses | $7,564,187,000 | PYTotalExpensesAmt |
| CY Total Expenses | $8,255,789,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,773,555,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,822,806,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $31,220,689,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $32,016,287,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,432,225,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,356,455,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $22,788,464,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $24,659,832,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") SEES ITSELF AS HAVING A PUBLIC SERVICE MISSION. IN SUCH REGARD, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,724,716,895 | ExpenseAmt |
| Grant | $568,733,350 | GrantAmt |
| Revenue | $2,566,943,106 | RevenueAmt |
| Desc | EDUCATION, RESEARCH AND PUBLIC CHARITY- SEE SCHEDULE O FOR ADDITIONAL INFORMATION | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,668,891,969 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,638,204,000 | RevenueAmt |
| Desc | PATIENT CARE- SEE SCHEDULE O FOR ADDITIONAL INFORMATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $7,393,608,864 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | 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 | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | 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 | 7793 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 56699 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BC | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | UC | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | TU | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| 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 | Yes (true) | Form8282PropertyDisposedOfInd |
| Form8282 Filed | 5 | Form8282FiledCnt |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Form8899 Filedind | false | Form8899Filedind |
| Form1098 C Filed | false | Form1098CFiledInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | Yes (true) | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | 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 | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | 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 | AK | 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 | FL | 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 | LA | 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 | NH | 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 | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEDHA NARVEKAR SECRETARY | PersonNm |
| Phone | 2158987005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 COLLEGE HALL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191046303 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (101 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| DR AMY GUTMANN | ||||||||||
| PRES.,EX-OFF TRUSTEE-THRU 3/22 | 55.0 | 0.0 | Yes (X) | Yes (X) | $22,821,735 | $0 | $70,492 | |||
| PETER AMMON | ||||||||||
| CHIEF INVESTMENT OFFICER | 55.0 | 0.0 | $5,126,303 | $0 | $2,253,962 | Yes (X) | ||||
| LARRY JAMESON | ||||||||||
| EXEC. VP UPHS & DEAN OF PSOM | 55.0 | 0.0 | Yes (X) | $4,487,073 | $0 | $1,107,187 | ||||
| N SCOTT ADZICK MD | ||||||||||
| CHOP - SURGERY | 55.0 | 0.0 | $3,093,408 | $0 | $45,113 | Yes (X) | ||||
| CRAIG CARNAROLI | ||||||||||
| EXECUTIVE VP | 54.0 | 1.0 | Yes (X) | $2,317,615 | $0 | $801,659 | ||||
| KEVIN MAHONEY | ||||||||||
| CEO, UPHS | 42.0 | 13.0 | $2,459,636 | $0 | $405,970 | Yes (X) | ||||
| DANIEL YOSHOR MD | ||||||||||
| NEUROSURGERY | 55.0 | 0.0 | $2,621,976 | $0 | $56,469 | Yes (X) | ||||
| JOSEPH ST GEME MD | ||||||||||
| CHOP - INFECTIOUS DISEASES | 55.0 | 0.0 | $2,235,274 | $0 | $35,764 | Yes (X) | ||||
| JESSE TAYLOR MD | ||||||||||
| CHOP - PLASTIC SURGERY | 55.0 | 0.0 | $2,167,035 | $0 | $50,685 | Yes (X) | ||||
| PHILLIP B STORM MD | ||||||||||
| CHOP - NEUROSURGERY | 55.0 | 0.0 | $2,092,832 | $0 | $50,225 | Yes (X) | ||||
| PHILLIP OKALA | ||||||||||
| COO, UPHS | 52.0 | 3.0 | $1,784,108 | $0 | $213,145 | Yes (X) | ||||
| KEITH KASPER | ||||||||||
| CFO, UPHS | 41.0 | 14.0 | $1,593,071 | $0 | $205,876 | Yes (X) | ||||
| PETER D QUINN MD DMD | ||||||||||
| VICE DEAN,PROF SRVC,FMR SR. VP | 54.0 | 1.0 | $1,629,690 | $0 | $45,261 | Yes (X) | ||||
| DEBORAH A DRISCOLL MD | ||||||||||
| SVP CPUP, VICE DEAN PSOM | 53.0 | 2.0 | $1,324,205 | $0 | $187,136 | Yes (X) | ||||
| REGINA CUNNINGHAM | ||||||||||
| CEO, HUP | 54.0 | 1.0 | $1,316,002 | $0 | $166,573 | Yes (X) | ||||
| ELIZABETH B JOHNSTON | ||||||||||
| FMR EXEC. DIR. CPUP | 0.0 | 0.0 | $1,037,294 | $0 | $166,831 | Yes (X) | ||||
| JON EPSTEIN | ||||||||||
| VICE DEAN, PSOM | 55.0 | 0.0 | $1,121,584 | $0 | $56,402 | Yes (X) | ||||
| JOHN ZELLER | ||||||||||
| SVP DEVELOPMENT & ALUMNI RLTNS | 55.0 | 0.0 | Yes (X) | $1,080,977 | $0 | $54,263 | ||||
| WENDELL PRITCHETT | ||||||||||
| PROVOST-THRU 12/21 | 54.0 | 1.0 | Yes (X) | $1,003,422 | $0 | $126,476 | ||||
| WENDY WHITE | ||||||||||
| SVP & GENERAL COUNSEL | 54.0 | 1.0 | Yes (X) | $1,037,046 | $0 | $49,777 | ||||
| DWAINE DUCKETT | ||||||||||
| SVP & CHRO, UPHS | 55.0 | 0.0 | $865,677 | $0 | $123,453 | Yes (X) | ||||
| GREGORY ROST | ||||||||||
| SVP & CHIEF OF STAFF | 54.0 | 1.0 | Yes (X) | $867,076 | $0 | $96,374 | ||||
| MARYFRANCES MCCOURT | ||||||||||
| SVP FIN & TREAS-THRU 4/22 | 53.0 | 2.0 | Yes (X) | $768,248 | $0 | $137,485 | ||||
| MEDHA NARVEKAR | ||||||||||
| VP & SECRETARY | 55.0 | 0.0 | Yes (X) | $723,886 | $0 | $86,174 | ||||
| THOMAS MURPHY | ||||||||||
| SVP ISC & CIO | 55.0 | 0.0 | Yes (X) | $691,897 | $0 | $116,280 | ||||
| ANNE PAPAGEORGE | ||||||||||
| SR VP FACILITIES & REAL ESTATE | 53.0 | 2.0 | Yes (X) | $631,551 | $0 | $63,223 | ||||
| JOANN MITCHELL | ||||||||||
| SVP INSTITUTIONAL AFFAIRS | 55.0 | 0.0 | Yes (X) | $612,595 | $0 | $63,555 | ||||
| CHRISTOPHER MASOTTI | ||||||||||
| VICE DEAN, ADMIN PSOM | 55.0 | 0.0 | $572,694 | $0 | $80,055 | Yes (X) | ||||
| DAWN BONNELL | ||||||||||
| SR VICE PROVOST FOR RESEARCH | 55.0 | 0.0 | $591,140 | $0 | $37,467 | Yes (X) | ||||
| JACK HEUER | ||||||||||
| SVP HUMAN RESOURCES | 55.0 | 0.0 | Yes (X) | $574,028 | $0 | $52,272 | ||||
| STEPHEN J MACCARTHY | ||||||||||
| VP COMMUNICATIONS | 55.0 | 0.0 | Yes (X) | $559,766 | $0 | $52,407 | ||||
| BETH A WINKELSTEIN | ||||||||||
| DEPUTY PROVOST | 55.0 | 0.0 | $575,656 | $0 | $34,807 | Yes (X) | ||||
| TREVOR LEWIS | ||||||||||
| VP BUDGET AND MGMT ANALYSIS | 55.0 | 0.0 | Yes (X) | $520,618 | $0 | $87,824 | ||||
| JOHN SESTITO | ||||||||||
| VP & EXECUTIVE DIRECTOR CPUP | 55.0 | 0.0 | $516,206 | $0 | $52,675 | Yes (X) | ||||
| JEFFREY COOPER | ||||||||||
| VP GOVT & COMMUNITY RLTNS | 55.0 | 0.0 | Yes (X) | $514,646 | $0 | $51,730 | ||||
| MARIE WITT | ||||||||||
| VP BUSINESS SERVICES | 55.0 | 0.0 | Yes (X) | $481,671 | $0 | $54,184 | ||||
| STACEY LOPEZ | ||||||||||
| VP INSTITUTIONAL RESEARCH | 55.0 | 0.0 | Yes (X) | $480,711 | $0 | $48,389 | ||||
| MAUREEN RUSH | ||||||||||
| VP PUBLIC SAFETY-THRU 12/21 | 54.0 | 1.0 | Yes (X) | $465,466 | $0 | $49,777 | ||||
| GREGORY PELLICANO | ||||||||||
| VP, AUDIT,COMPLIANCE & PRIV'Y | 55.0 | 0.0 | Yes (X) | $408,262 | $0 | $103,534 | ||||
| RUSSELL DILEO | ||||||||||
| COMPTROLLER | 55.0 | 0.0 | Yes (X) | $323,481 | $0 | $92,405 | ||||
| CHARLES HOWARD | ||||||||||
| VP SOC EQ & COMM, UNIV. CHAPLN | 55.0 | 0.0 | Yes (X) | $302,776 | $0 | $49,144 | ||||
| KATHLEEN ANDERSON | ||||||||||
| VP PUBLIC SAFETY-AS OF 6/22 | 54.0 | 1.0 | Yes (X) | $132,121 | $0 | $37,170 | ||||
| OSAGIE O IMASOGIE ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $5,000 | $0 | $0 | ||||
| HYDER AHMAD | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA J ALBER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BONNIE MIAO BANDEEN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL LLEWELLYN BARRETT | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRETT H BARTH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ADAM K BERNSTEIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID S BLITZER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT L BOK | ||||||||||
| CHAIRPERSON, TRUSTEE | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| WILLIAM POLK CAREY II | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID L COHEN ESQ | ||||||||||
| TRUSTEE-THRU 11/21 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES G DINAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LEE SPELMAN DOTY | ||||||||||
| TRUSTEE EMERITUS | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE K DUCKWORTH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERTO IVAN DURAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ERTEL | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER H FRANKLIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL F GERBER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PERRY GOLKIN ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VAHAN H GUREGHIAN ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JANET HAAS MD | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALEX HAIDAS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW R HEYER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE KWOK LUNG HONGCHOY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LLOYD W HOWELL JR | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN J JERATH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES C JOHNSON ESQ | ||||||||||
| TRUSTEE-THRU 6/10/22 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MASSI KHADJENOURI | ||||||||||
| TRUSTEE-AS OF 1/22 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSANNA E LACHS ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM P LAUDER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CLAIRE LOMAX ESQ | ||||||||||
| TRUSTEE-THRU 5/22 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA MARTIN MD | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARC F MCMORRIS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH D MOELIS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| OFER NEMIROVSKY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE M O'HERN LYONS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DHANANJAY M PAI | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL PEISACH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KEVIN S PENN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD C PERRY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KRISTA M PINOLA | ||||||||||
| TRUSTEE-AS OF 1/22 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE BEREN PLATT | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J PRICE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW S RACHLEFF | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RAMANAN RAGHAVENDRAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANN REESE | ||||||||||
| VICE CHAIRPERSON, TRUSTEE | 3.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MARC J ROWAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THEODORE E SCHLEIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN DAVID SCHNITZER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE BREIER SEAMAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P SHOEMAKER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STACEY G SNIDER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT M STAVIS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HARLAN M STONE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD W VAGUE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JILL TOPKIS WEISS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK B WERNER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HON THOMAS W WOLF | ||||||||||
| EX-OFFICIO TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL CITRO | ||||||||||
| VP/CHIEF OF STAFF-AS OF 05/22 | 55.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $66,267,070 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $6,709,032 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10745 | 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 |
|---|---|---|---|---|---|
| INTECH CONSTRUCTION INC | |||||
| 3001 MARKET ST STE 140 1ST FL EAS | PHILADELPHIA | PA | 19104 | CONSTRUCTION MGMT | $35,374,385 |
| P AGNES INC | |||||
| 2101 PENROSE AVE | PHILADELPHIA | PA | 19145 | CONSTRUCTION MGMT | $27,582,595 |
| JJ WHITE INC | |||||
| 5500 BINGHAM ST | PHILADELPHIA | PA | 19120 | CONSTRUCTION MGMT | $27,407,318 |
| ALLIED UNIVERSAL | |||||
| 161 WASHINGTON ST STE 600 | CONSHOHOCKEN | PA | 19428 | SECURITY SRVCS | $23,671,737 |
| TN WARD COMPANY | |||||
| 129 COULTER AVE | ARDMORE | PA | 19003 | CONSTRUCTION SRVCS | $15,085,784 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 691 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $296,728 | FundraisingAmt |
| Government Grants | $963,866,000 | GovernmentGrantsAmt |
| All Other Contributions | $994,332,272 | AllOtherContributionsAmt |
| Noncash Contributions | $21,228,406 | NoncashContributionsAmt |
| Total Contributions | $1,958,495,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 900099 | $1,655,620,000 | $1,655,620,000 | |
| NET PATIENT SERVICE HEALTHCARE REVENUES | 621110 | $3,638,204,000 | $3,638,204,000 | |
| AUXILIARY ENTERPRISES | 611710 | $891,442,000 | $891,442,000 | |
| OTHER PROGRAM SERVICE REVENUES | 611710 | $19,890,106 | $15,556,756 | $4,333,350 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,205,156,106 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $129,000,587 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $37,946,036 | UnrelatedBusinessRevenueAmt |
| Exclusion | $91,054,551 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $746,413 | TotalRevenueColumnAmt |
| Exclusion | $746,413 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,261,022,000 | TotalRevenueColumnAmt |
| Exclusion | $1,261,022,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,991,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $19,991,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,991,000 | TotalRevenueColumnAmt |
| Exclusion | $19,991,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,958,408,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,452,982,000 | SecuritiesAmt |
| Other | $1,192,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,505,426,000 | SecuritiesAmt |
| Other | -$1,192,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,504,234,000 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $128,377,365 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,375,856,635 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $325,715 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $296,728 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $366,821 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$41,106 | TotalRevenueColumnAmt |
| Exclusion | -$41,106 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $9,000 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$9,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$9,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,078,595,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,200,813,756 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $170,656,751 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,748,629,493 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,557,056 | TotalAmt |
| Program Services | $11,557,056 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $554,952,438 | TotalAmt |
| Program Services | $554,952,438 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,223,856 | TotalAmt |
| Program Services | $2,223,856 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,872,998 | TotalAmt |
| Program Services | $51,179,348 | ProgramServicesAmt |
| Management And General | $2,693,650 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,697,284 | TotalAmt |
| Program Services | $13,012,420 | ProgramServicesAmt |
| Management And General | $684,864 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,544,327,020 | TotalAmt |
| Program Services | $3,099,979,048 | ProgramServicesAmt |
| Management And General | $389,875,972 | ManagementAndGeneralAmt |
| Fundraising | $54,472,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,993,000 | TotalAmt |
| Program Services | $209,031,000 | ProgramServicesAmt |
| Management And General | $26,289,000 | ManagementAndGeneralAmt |
| Fundraising | $3,673,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,538,716 | TotalAmt |
| Program Services | $382,685,018 | ProgramServicesAmt |
| Management And General | $48,129,259 | ManagementAndGeneralAmt |
| Fundraising | $6,724,439 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $242,138,000 | TotalAmt |
| Program Services | $211,781,000 | ProgramServicesAmt |
| Management And General | $26,635,000 | ManagementAndGeneralAmt |
| Fundraising | $3,722,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,578,000 | TotalAmt |
| Program Services | $11,518,000 | ProgramServicesAmt |
| Management And General | $929,000 | ManagementAndGeneralAmt |
| Fundraising | $6,131,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,220,000 | TotalAmt |
| Program Services | $20,103,000 | ProgramServicesAmt |
| Management And General | $4,108,000 | ManagementAndGeneralAmt |
| Fundraising | $9,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,782,000 | TotalAmt |
| Program Services | $2,420,000 | ProgramServicesAmt |
| Management And General | $362,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $302,000 | TotalAmt |
| Program Services | $251,000 | ProgramServicesAmt |
| Management And General | $51,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $801,333 | TotalAmt |
| Fundraising | $801,333 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,641,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $56,641,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $452,740,034 | TotalAmt |
| Program Services | $383,490,517 | ProgramServicesAmt |
| Management And General | $63,383,605 | ManagementAndGeneralAmt |
| Fundraising | $5,865,912 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,786,000 | TotalAmt |
| Program Services | $20,450,000 | ProgramServicesAmt |
| Management And General | $3,966,000 | ManagementAndGeneralAmt |
| Fundraising | $370,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,291,000 | TotalAmt |
| Program Services | $273,594,000 | ProgramServicesAmt |
| Management And General | $21,230,000 | ManagementAndGeneralAmt |
| Fundraising | $8,467,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,220,000 | TotalAmt |
| Program Services | $20,933,000 | ProgramServicesAmt |
| Management And General | $3,076,000 | ManagementAndGeneralAmt |
| Fundraising | $1,211,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,395,000 | TotalAmt |
| Program Services | $2,395,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $261,418,000 | TotalAmt |
| Program Services | $235,276,000 | ProgramServicesAmt |
| Management And General | $21,572,000 | ManagementAndGeneralAmt |
| Fundraising | $4,570,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,344,000 | TotalAmt |
| Program Services | $35,033,000 | ProgramServicesAmt |
| Management And General | $3,308,000 | ManagementAndGeneralAmt |
| Fundraising | $3,003,000 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,786,000 | TotalAmt |
| Program Services | $19,294,000 | ProgramServicesAmt |
| Management And General | $2,063,000 | ManagementAndGeneralAmt |
| Fundraising | $4,429,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,827,000 | TotalAmt |
| Program Services | $88,044,000 | ProgramServicesAmt |
| Management And General | $9,783,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,000 | TotalAmt |
| Program Services | $178,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,562,000 | TotalAmt |
| Program Services | $384,806,000 | ProgramServicesAmt |
| Management And General | $42,756,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,008,000 | TotalAmt |
| Program Services | $79,177,000 | ProgramServicesAmt |
| Management And General | $11,822,000 | ManagementAndGeneralAmt |
| Fundraising | $9,000 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $1,034,984,000 | $1,034,984,000 | $0 | $0 |
| OTHER TAXES | $133,613,000 | $129,605,000 | $3,996,000 | $12,000 |
| SUBSCRIPTIONS/DUES | $14,474,000 | $12,592,000 | $1,695,000 | $187,000 |
| ACADEMIC BAD DEBTS | $12,628,000 | $10,986,000 | $1,642,000 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,910,265 | TotalAmt |
| Program Services | $92,078,163 | ProgramServicesAmt |
| Management And General | $7,982,090 | ManagementAndGeneralAmt |
| Fundraising | $3,850,012 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,255,789,000 | TotalAmt |
| Program Services | $7,393,608,864 | ProgramServicesAmt |
| Management And General | $754,673,440 | ManagementAndGeneralAmt |
| Fundraising | $107,506,696 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,126,943,000 | BOYAmt |
| EOY | $2,987,334,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,288,000 | BOYAmt |
| EOY | $511,664,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,799,000 | BOYAmt |
| EOY | $1,124,192,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,710,049 | BOYAmt |
| EOY | $3,714,060 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $554,881 | BOYAmt |
| EOY | $13,453 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,677,070 | BOYAmt |
| EOY | $56,077,487 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,979,000 | BOYAmt |
| EOY | $52,046,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,240,000 | BOYAmt |
| EOY | $109,683,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $12,505,892,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,515,189,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,834,297,000 | BOYAmt |
| EOY | $6,990,703,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,792,437,952 | BOYAmt |
| EOY | $5,285,588,778 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,244,706,048 | BOYAmt |
| EOY | $14,307,536,222 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $564,057,000 | BOYAmt |
| EOY | $587,735,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,220,689,000 | BOYAmt |
| EOY | $32,016,287,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,332,190,000 | BOYAmt |
| EOY | $3,247,798,000 | 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 | $119,938,000 | BOYAmt |
| EOY | $141,161,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,677,656,000 | BOYAmt |
| EOY | $2,324,000,000 | 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 | $131,132,000 | BOYAmt |
| EOY | $116,250,000 | 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 | $2,171,309,000 | BOYAmt |
| EOY | $1,527,246,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,432,225,000 | BOYAmt |
| EOY | $7,356,455,000 | 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 | $12,442,436,000 | BOYAmt |
| EOY | $14,266,983,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,346,028,000 | BOYAmt |
| EOY | $10,392,849,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,788,464,000 | BOYAmt |
| EOY | $24,659,832,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,220,689,000 | BOYAmt |
| EOY | $32,016,287,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,822,806,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,687,099,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $735,661,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,492,937,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,705,237,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,720,501,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,828,560,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,958,495,000 | CurrentTaxYearAmt |
| Total | $8,705,730,000 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,492,937,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,705,237,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,720,501,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,828,560,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,958,495,000 | CurrentTaxYearAmt |
| Total | $8,705,730,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,705,730,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $224,332,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $228,333,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $195,893,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $546,841,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,372,813,964 | CurrentTaxYearAmt |
| Total | $2,568,212,964 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,900,216 | CurrentTaxYearAmt |
| Total | $15,900,216 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $11,289,843,180 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $27,354,118,463 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.77111 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85675 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $873,944 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $873,944 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1(G) | FormAndLineReferenceDesc |
| Explanation | DETAIL OF LOBBYING ACTIVITIES THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") ALUMNI AND TRUSTEES OCCASIONALLY ENGAGE IN ADVOCACY RELATED TO FEDERAL AND STATE APPROPRIATIONS FOR PROGRAMS OF IMPORTANCE TO THE UNIVERSITY. THE UNIVERSITY MAINTAINS AN OFFICE OF FEDERAL RELATIONS, WHOSE MAIN FUNCTION IS TO KEEP THE UNIVERSITY COMMUNITY APPRISED OF FEDERAL DEVELOPMENTS WHICH MAY HAVE AN IMPACT ON THE UNIVERSITY INCLUDING, AMONG OTHERS, PENDING CHANGES TO THE INTERNAL REVENUE CODE, RESEARCH FUNDING AND ISSUES OF STUDENT AID. THE UNIVERSITY, A PRIVATE NON-PROFIT EDUCATIONAL INSTITUTION, RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE AMOUNT AND CONTINUATION OF THESE APPROPRIATIONS ARE NOT GUARANTEED. THEREFORE, THE UNIVERSITY MAINTAINS AN OFFICE OF COMMONWEALTH RELATIONS IN ORDER TO SUPPORT, JUSTIFY, AND COORDINATE THESE APPROPRIATION REQUESTS BEFORE THE PENNSYLVANIA DEPARTMENT OF AGRICULTURE, OTHER APPROPRIATE AGENCIES OF THE EXECUTIVE BRANCH, AND THE GENERAL ASSEMBLY. THE MAJORITY OF THIS OFFICE'S EFFORTS ARE RELATED TO ACTIVITIES SUPPORTING THESE APPROPRIATION REQUESTS. ADDITIONALLY, THIS OFFICE MAY ALSO CONDUCT MINIMAL LOBBYING ACTIVITIES RELATED TO OTHER ISSUES, SUCH AS STUDENT AID AND OTHER PROGRAMS RELATED TO HIGHER EDUCATION. IN CONJUNCTION WITH THESE TYPES OF LOBBYING ACTIVITIES, THE UNIVERSITY HAS CONTRACTED WITH PROFESSIONAL LOBBYISTS TO CONTACT LEGISLATORS IN CONNECTION WITH THE UNIVERSITY'S ANNUAL APPROPRIATIONS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, THROUGH ITS OFFICE OF GOVERNMENTAL AFFAIRS, CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO HEALTH CARE RELATED ISSUES AND LEGISLATION. THESE ACTIVITIES INCLUDED MEETING WITH LEGISLATORS, THEIR STAFF, GOVERNMENTAL OFFICIALS, AS WELL AS CONDUCTING SEMINARS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 10 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $1,162,311 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $767,112 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,753,882 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,125,504,928 | BeginningYearBalanceAmt |
| Contributions | $1,068,074,055 | ContributionsAmt |
| Investment Earnings Or Losses | -$44,134,178 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $786,200,903 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $18,363,243,902 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,143,906,966 | BeginningYearBalanceAmt |
| Contributions | $522,077,029 | ContributionsAmt |
| Investment Earnings Or Losses | $5,154,234,442 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $694,713,509 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $18,125,504,928 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,847,660,057 | BeginningYearBalanceAmt |
| Contributions | $494,200,819 | ContributionsAmt |
| Investment Earnings Or Losses | $392,268,889 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $590,222,799 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $13,143,906,966 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,052,014,686 | BeginningYearBalanceAmt |
| Contributions | $355,655,204 | ContributionsAmt |
| Investment Earnings Or Losses | $726,174,722 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $286,184,555 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,847,660,057 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,823,057,735 | BeginningYearBalanceAmt |
| Contributions | $386,383,842 | ContributionsAmt |
| Investment Earnings Or Losses | $1,345,636,475 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $503,063,366 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,052,014,686 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.48430 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.51570 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | 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 | $301,221,000 | OtherCostOrOtherBasisAmt |
| Book Value | $301,221,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,693,634,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,025,622,000 | DepreciationAmt |
| Book Value | $5,668,012,426 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,310,203,574 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,489,567,000 | DepreciationAmt |
| Book Value | $820,636,574 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $200,833,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $200,833,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,990,703,000 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VENTURE CAPITAL & OTHER INVEST | $13,096,314,624 | F |
| REAL ESTATE | $1,156,015,598 | F |
| INVESTMENT IN SUBSIDIARIES | $55,206,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $14,307,536,222 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $232,197,000 |
| FEDERAL STUDENT LOAN ADVANCES | $39,894,000 |
| ACCRUED RETIREMENT BENEFITS | $332,761,000 |
| INTERCOMPANY DUE TO/(FROM) AFFILIATES | $51,856,000 |
| TAXABLE BOND LIABILITIES | $870,538,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,527,246,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART II | CONSERVATION EASEMENTS ALTHOUGH THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA DOES NOT HOLD ANY CONSERVATION EASEMENTS AS DEFINED PER THE FORM 990 INSTRUCTIONS, THE ORGANIZATION DOES HOLD A 25 YEAR EASEMENT FOR THE AGRICULTURAL PRESERVATION OF A PORTION OF THE LAND AT ITS NEW BOLTON CENTER SCHOOL OF VETERINARY MEDICINE, LOCATED IN KENNETT SQUARE, PA. --------------- |
| SCHEDULE D, PART III, LINE 1A | ACCOUNTING FOR COLLECTIONS THE FOLLOWING IS THE TEXT OF THE FOOTNOTE TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS: CONTRIBUTIONS OF LIBRARY MATERIALS, AS WELL AS RARE BOOKS AND OTHER COLLECTIBLES, ARE NOT RECORDED FOR FINANCIAL STATEMENT PRESENTATION, WHILE PURCHASES ARE RECORDED AS OTHER OPERATING EXPENSES ON THE CONSOLIDATED STATEMENT OF ACTIVITIES IN THE PERIOD ACQUIRED. --------------- |
| SCHEDULE D, PART III, LINE 4 | DESCRIPTION OF COLLECTIONS THE UNIVERSITY MAINTAINS 16 LIBRARIES. THE COLLECTIONS ENCOMPASS NUMEROUS FIELDS OF STUDY. THE UNIVERSITY'S DEPARTMENTAL LIBRARIES ARE GENERALLY SUBJECT SPECIFIC (MATH/PHYSICS/ASTRONOMY, FINE ARTS, BUSINESS, MUSIC, BIOMEDICAL, DENTAL MEDICINE, VETERINARY MEDICINE, ETC.) AND THE VAN PELT-DIETRICH LIBRARY HOUSES COLLECTIONS FROM ALL OF THESE AREAS, AS WELL AS THE RARE BOOK COLLECTION AND ALL OF THE HUMANITIES. THE LIBRARIES' GENERAL COLLECTIONS ARE AVAILABLE TO OTHER COMMUNITIES THROUGH VARIOUS INTERLIBRARY LOAN CONSORTIA. ITEMS FROM THE SPECIAL COLLECTIONS ARE LOANED TO OTHER INSTITUTIONS WITH ESTABLISHED EXHIBITION PROGRAMS WITH PROFESSIONAL STAFF PROFICIENT IN HANDLING AND EXHIBITING ITEMS SAFELY. SUBJECT HOLDINGS INCLUDE PHILOSOPHY, PSYCHOLOGY, RELIGION, HISTORY, GEOGRAPHY, ANTHROPOLOGY, RECREATION, SOCIAL SCIENCE, ECONOMICS, SOCIOLOGY, POLITICAL SCIENCE, LAW, EDUCATION, LITERATURE, SCIENCE, AGRICULTURE, TECHNOLOGY, MILITARY SCIENCE, AND GENERAL BIBLIOGRAPHY. THE LIBRARIES' COLLECTIONS, WHICH RANGE FROM OBJECTS AND ARTIFACTS TO PRINTED AND DIGITAL RESOURCES DIRECTLY SUPPORT THE RESEARCH AND INSTRUCTION MISSION OF THE UNIVERSITY BY ENSURING ACCESS TO CURRENT AND HISTORICAL KNOWLEDGE. THE LIBRARIES STRIVE TO PRESERVE UNIQUE COLLECTIONS FOR FUTURE GENERATIONS AND EXHIBIT A PORTION OF THE COLLECTIONS ON A ROTATING BASIS FREE OF CHARGE. THE UNIVERSITY DOES NOT SOLICIT OR RECEIVE DONATIONS OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS TO BE SOLD IN ORDER TO RAISE FUNDS. ALL DONATIONS OF MATERIALS ARE ADDED TO THE EXISTING COLLECTIONS EXCEPT FOR NON-RARE, DUPLICATE ITEMS. THESE ITEMS ARE HELD FOR THE PERIOD SPECIFIED IN THE GIFT AGREEMENT (VARIES BY DONOR) OR A MINIMUM OF THREE YEARS BEFORE BEING REMOVED FROM THE COLLECTION AND SENT TO A NON-PROFIT VENDOR FOR RESALE. THIS RESALE ACTIVITY GENERATES LESS THAN $2K PER YEAR. THE UNIVERSITY OF PENNSYLVANIA ART COLLECTION INCLUDES OVER 8,000 ARTWORKS ACQUIRED DURING THE PAST 250 YEARS. THE COLLECTION IS DISPLAYED IN BUILDINGS AND OUTDOOR SPACES THROUGHOUT THE MAIN CAMPUS, THE MORRIS ARBORETUM, AND THE NEW BOLTON CENTER. DIVERSE IN SCOPE, THE COLLECTION INCLUDES PAINTING, SCULPTURE, WORKS ON PAPER, PHOTOGRAPHY, AND DECORATIVE ARTS. PENN'S ART COLLECTION IS INTENDED FOR THE ENRICHMENT OF ALL, AND ITS PUBLIC INSTALLATION ENHANCES THE DAILY EXPERIENCE OF STUDENTS, FACULTY, STAFF, AND COMMUNITY MEMBERS. -------------------- |
| SCHEDULE D, PART V, LINE 4 | USE OF ENDOWMENT FUNDS DURING THE YEAR ENDED JUNE 30, 2022, THE UNIVERSITY'S ENDOWMENT CONSISTED OF 7,486 DONOR-RESTRICTED ENDOWMENT FUNDS AND 981 QUASI-ENDOWMENT FUNDS ESTABLISHED BY THE UNIVERSITY'S BOARD OF TRUSTEES TO BE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. -------------------- |
| SCHEDULE D, PART X, LINE 1 | OTHER LIABILITIES DETAIL THE INTERCOMPANY DUE TO/(FROM) AFFILIATES BALANCE INCLUDES AMOUNTS OWED TO/(DUE FROM) AFFILIATES BASED UPON THE UNIVERSITY'S CENTRAL MANAGEMENT OF THE CASH HELD BY CERTAIN UNIVERSITY AFFILIATES. -------------------- |
| SCHEDULE D, PART X, LINE 2 | TEXT OF FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. -------------------- |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS ON A NATIONWIDE AND WORLDWIDE BASIS AND FOLLOWS A RACIALLY NON-DISCRIMINATORY POLICY. THE UNIVERSITY PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY IN THE STUDENT CATALOGUE, ON ITS FINANCIAL AID APPLICATIONS, AND IN OTHER BROCHURES, WHICH DESCRIBE THE UNIVERSITY, ITS SCHOOLS, CENTERS, AND INSTITUTES. THE POLICY IS ALSO AVAILABLE ON THE UNIVERSITY'S HOMEPAGE. THEREFORE, THE UNIVERSITY IS IN COMPLIANCE WITH SECTIONS 4.02 AND 4.03 OF IRS REVENUE PROCEDURE 75-50. SEE: https://www.upenn.edu/ https://www.upenn.edu/affirm-action/policies-handbooks.html -------------------- |
| SCHEDULE E, LINE 6A | DESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE UNIVERSITY IS A PRIVATE NON-PROFIT INSTITUTION THAT RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY ALSO RECEIVES VARIOUS GOVERNMENTAL FUNDING WHICH SUPPORTS ITS EDUCATIONAL, PATIENT CARE, AND RESEARCH MISSIONS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (81 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 0 | Grantmaking | $111,000 | |
| Central America and the Caribbean | 0 | 0 | Program Services | $34,013 | FIELD RESEARCH |
| Central America and the Caribbean | 0 | 0 | Program Services | $23,800 | SOCIAL RESEARCH |
| Central America and the Caribbean | 0 | 0 | Program Services | $13,000 | STUDY ABROAD/EDUCATION |
| Central America and the Caribbean | 0 | 1 | Send agents to seminar | $12,445 | |
| Central America and the Caribbean | 0 | 0 | Program Services | $11,613 | EDUCATION & TRAINING |
| Central America and the Caribbean | 0 | 0 | Program Services | $9,147 | STUDY ABROAD/RESEARCH |
| Central America and the Caribbean | 0 | 0 | Conduct board meetings | $783 | |
| East Asia and the Pacific | 0 | 9 | Program Services | $1,644,352 | FIELD RESEARCH |
| East Asia and the Pacific | 0 | 0 | Fundraising | $972,629 | |
| East Asia and the Pacific | 0 | 2 | Program Services | $485,065 | STUDY ABROAD/EDUCATION |
| East Asia and the Pacific | 0 | 7 | Program Services | $553,089 | EDUCATION & TRAINING |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $304,860 | |
| East Asia and the Pacific | 0 | 0 | Program Services | $53,682 | STUDY ABROAD/RESEARCH |
| East Asia and the Pacific | 0 | 2 | Program Services | $48,026 | SOCIAL RESEARCH |
| East Asia and the Pacific | 0 | 1 | Send agents to seminar | $29,411 | |
| East Asia and the Pacific | 0 | 0 | Program Services | $4,359 | RECRUITING |
| Europe (Including Iceland and Greenland) | 1 | 94 | Program Services | $5,685,159 | FIELD RESEARCH |
| Europe (Including Iceland and Greenland) | 0 | 11 | Program Services | $3,104,469 | STUDY ABROAD/EDUCATION |
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $1,260,446 | |
| Europe (Including Iceland and Greenland) | 0 | 36 | Send agents to seminar | $923,109 | |
| Europe (Including Iceland and Greenland) | 0 | 7 | Program Services | $731,490 | SOCIAL RESEARCH |
| Europe (Including Iceland and Greenland) | 0 | 11 | Program Services | $664,131 | EDUCATION & TRAINING |
| Europe (Including Iceland and Greenland) | 0 | 0 | Fundraising | $266,933 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $86,242 | STUDY ABROAD/RESEARCH |
| Europe (Including Iceland and Greenland) | 0 | 0 | Conduct board meetings | $36,849 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Program Services | $7,945 | RECRUITING |
| Middle East and North Africa | 1 | 169 | Program Services | $1,813,105 | FIELD RESEARCH |
| Middle East and North Africa | 0 | 1 | Program Services | $636,308 | STUDY ABROAD/EDUCATION |
| Middle East and North Africa | 0 | 2 | Program Services | $403,446 | EDUCATION & TRAINING |
| Middle East and North Africa | 0 | 0 | Grantmaking | $51,636 | |
| Middle East and North Africa | 0 | 0 | Send agents to seminar | $48,917 | |
| Middle East and North Africa | 0 | 1 | Program Services | $42,916 | SOCIAL RESEARCH |
| Middle East and North Africa | 0 | 0 | Program Services | $30,496 | RECRUITING |
| Middle East and North Africa | 0 | 0 | Fundraising | $10,894 | |
| Middle East and North Africa | 0 | 0 | Conduct board meetings | $3,120 | |
| Middle East and North Africa | 0 | 0 | Program Services | $1,028 | STUDY ABROAD/RESEARCH |
| North America | 0 | 7 | Program Services | $950,679 | FIELD RESEARCH |
| North America | 0 | 5 | Program Services | $230,642 | EDUCATION & TRAINING |
| North America | 0 | 4 | Send agents to seminar | $170,378 | |
| North America | 0 | 0 | Program Services | $119,671 | STUDY ABROAD/EDUCATION |
| North America | 0 | 0 | Grantmaking | $118,049 | |
| North America | 0 | 0 | Fundraising | $59,024 | |
| North America | 0 | 0 | Program Services | $44,543 | SOCIAL RESEARCH |
| North America | 0 | 0 | Program Services | $19,171 | STUDY ABROAD/RESEARCH |
| North America | 0 | 0 | Conduct board meetings | $5,307 | |
| North America | 0 | 0 | Program Services | $685 | RECRUITING |
| Russia and the Newly Independent States | 0 | 23 | Program Services | $44,305 | FIELD RESEARCH |
| Russia and the Newly Independent States | 0 | 0 | Program Services | $16,996 | STUDY ABROAD/RESEARCH |
| Russia and the Newly Independent States | 0 | 1 | Program Services | $250 | EDUCATION & TRAINING |
| South America | 0 | 4 | Program Services | $540,639 | FIELD RESEARCH |
| South America | 0 | 0 | Program Services | $476,036 | EDUCATION & TRAINING |
| South America | 0 | 0 | Program Services | $461,573 | STUDY ABROAD/EDUCATION |
| South America | 0 | 5 | Program Services | $164,997 | SOCIAL RESEARCH |
| South America | 0 | 0 | Grantmaking | $40,695 | |
| South America | 0 | 0 | Send agents to seminar | $12,720 | |
| South America | 0 | 0 | Program Services | $3,623 | STUDY ABROAD/RESEARCH |
| South Asia | 0 | 1 | Program Services | $435,804 | STUDY ABROAD/EDUCATION |
| South Asia | 0 | 1 | Program Services | $303,493 | SOCIAL RESEARCH |
| South Asia | 0 | 5 | Program Services | $231,609 | FIELD RESEARCH |
| South Asia | 0 | 0 | Grantmaking | $222,670 | |
| South Asia | 0 | 0 | Program Services | $32,863 | STUDY ABROAD/RESEARCH |
| South Asia | 0 | 0 | Program Services | $25,098 | RECRUITING |
| South Asia | 0 | 0 | Send agents to seminar | $18,674 | |
| South Asia | 0 | 0 | Program Services | $11,128 | EDUCATION & TRAINING |
| South Asia | 0 | 0 | Fundraising | $2,268 | |
| Sub-Saharan Africa | 3 | 57 | Program Services | $3,108,058 | FIELD RESEARCH |
| Sub-Saharan Africa | 0 | 0 | Program Services | $618,924 | STUDY ABROAD/EDUCATION |
| Sub-Saharan Africa | 0 | 12 | Program Services | $610,481 | EDUCATION & TRAINING |
| Sub-Saharan Africa | 0 | 5 | Program Services | $247,017 | SOCIAL RESEARCH |
| Sub-Saharan Africa | 0 | 0 | Grantmaking | $114,500 | |
| Sub-Saharan Africa | 0 | 1 | Program Services | $26,247 | CLINICAL TRIALS |
| Sub-Saharan Africa | 0 | 1 | Send agents to seminar | $22,292 | |
| Sub-Saharan Africa | 0 | 0 | Program Services | $10,856 | STUDY ABROAD/RESEARCH |
| Sub-Saharan Africa | 0 | 0 | Fundraising | $8,667 | |
| North America | 0 | 0 | Investments | $104,560,515 | |
| Central America and the Caribbean | 0 | 0 | Investments | $2,223,256,223 | |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $639,593,578 | |
| East Asia and the Pacific | 0 | 0 | Investments | $29,640,054 | |
| Sub-Saharan Africa | 0 | 0 | Investments | $148,574,563 | |
| South America | 0 | 0 | Investments | $217,073,444 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 22 | SubtotalEmployeesCnt |
| Continuation Total Office | 5 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 464 | ContinuationTotalEmployeeCnt |
| Total Office | 5 | TotalOfficeCnt |
| Total Employee | 486 | TotalEmployeeCnt |
| Subtotal Spent | $4,311,274 | SubtotalSpentAmt |
| Continuation Spent | $3,388,037,648 | ContinuationSpentAmt |
| Total Spent | $3,392,348,922 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (33 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Central America and the Caribbean | GIFT | $100,000 | WIRE |
| Europe (Including Iceland and Greenland) | THOURON AWARD | $12,007 | CHECK |
| Europe (Including Iceland and Greenland) | THOURON AWARD | $14,033 | CHECK |
| Europe (Including Iceland and Greenland) | THOURON AWARD | $29,502 | CHECK |
| Europe (Including Iceland and Greenland) | THOURON AWARD | $32,856 | CHECK |
| Europe (Including Iceland and Greenland) | THOURON AWARD | $35,399 | CHECK |
| Europe (Including Iceland and Greenland) | THOURON AWARD | $44,755 | CHECK |
| Europe (Including Iceland and Greenland) | THOURON AWARD | $45,766 | CHECK |
| Sub-Saharan Africa | MCNULTY LIPMAN FAMILY PRIZE WINNER | $100,000 | CHECK |
| South Asia | SUPPORT | $213,160 | WIRE |
| East Asia and the Pacific | RESEARCH SUPPORT | $15,946 | CHECK |
| East Asia and the Pacific | RESEARCH SUPPORT | $25,000 | WIRE |
| East Asia and the Pacific | RESEARCH SUPPORT | $6,809 | WIRE |
| East Asia and the Pacific | RESEARCH SUPPORT | $69,879 | WIRE |
| North America | RESEARCH SUPPORT | $37,716 | CHECK |
| North America | RESEARCH SUPPORT | $48,178 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $23,793 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $254,562 | CHECK |
| Middle East and North Africa | RESEARCH SUPPORT | $17,435 | CHECK |
| Middle East and North Africa | RESEARCH SUPPORT | $17,176 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $93,192 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $49,115 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $19,874 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $11,148 | WIRE |
| East Asia and the Pacific | RESEARCH SUPPORT | $12,279 | WIRE |
| East Asia and the Pacific | RESEARCH SUPPORT | $119,625 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $43,595 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $20,609 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $14,491 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $32,476 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $49,080 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $6,074 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $125,173 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 33 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (47 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|---|
| 2021 PENN IUR PHOTO CONTEST | South Asia | 2 | $340 | CHECK |
| AWARD | East Asia and the Pacific | 1 | $1,430 | WIRE |
| AWARD | Europe (Including Iceland and Greenland) | 7 | $15,517 | CHECK |
| AWARD | Middle East and North Africa | 3 | $8,659 | WIRE |
| AWARD | North America | 2 | $13,381 | WIRE |
| AWARD | Sub-Saharan Africa | 1 | $6,000 | CHECK |
| FOREIGN NATIONAL/SUMMER INTERNSHIP | Central America and the Caribbean | 1 | $10,000 | CHECK |
| FOREIGN NATIONAL/SUMMER INTERNSHIP | Europe (Including Iceland and Greenland) | 1 | $4,500 | CHECK |
| FOREIGN NATIONAL/SUMMER INTERNSHIP | South America | 2 | $14,200 | CHECK |
| FY23 DEPOSIT REIMBURSEMENT | Europe (Including Iceland and Greenland) | 3 | $5,482 | CHECK |
| GAPSA PROFESSIONAL AWARD | Europe (Including Iceland and Greenland) | 1 | $366 | WIRE |
| GAPSA PROFESSIONAL AWARD | South Asia | 1 | $689 | WIRE |
| GAPSA RESEARCH CONFERENCE | Europe (Including Iceland and Greenland) | 1 | $600 | WIRE |
| GAPSA TRAVEL AWARD | East Asia and the Pacific | 1 | $900 | WIRE |
| GAPSA TRAVEL AWARD | South America | 1 | $295 | WIRE |
| GIFT MAKING | East Asia and the Pacific | 1 | $750 | CHECK |
| GIFT MAKING | Europe (Including Iceland and Greenland) | 3 | $2,250 | CHECK |
| GLADGOW DEBATE TOURNAMENT | Europe (Including Iceland and Greenland) | 2 | $102 | WIRE |
| GLOBAL NURSE FELLOW AWARD | South America | 1 | $6,000 | WIRE |
| HUNTSMAN PROGRAM SUMMER GRANT AWARD INTERN&RES | East Asia and the Pacific | 1 | $6,700 | CHECK |
| INTERNSHIP FUNDING | East Asia and the Pacific | 1 | $1,500 | CHECK |
| INTERNSHIP FUNDING | Middle East and North Africa | 1 | $6,900 | CHECK |
| PRIZES | Central America and the Caribbean | 1 | $1,000 | WIRE |
| PRIZES | East Asia and the Pacific | 6 | $2,133 | WIRE |
| PRIZES | Europe (Including Iceland and Greenland) | 2 | $400 | WIRE |
| PRIZES | Middle East and North Africa | 1 | $200 | WIRE |
| PRIZES | North America | 3 | $775 | CHECK |
| PRIZES | South Asia | 2 | $833 | WIRE |
| PRIZES | Sub-Saharan Africa | 1 | $2,500 | WIRE |
| RESEARCH AWARD | East Asia and the Pacific | 1 | $1,667 | CHECK |
| RESEARCH AWARD | Europe (Including Iceland and Greenland) | 9 | $7,227 | CHECK |
| RESEARCH AWARD | Middle East and North Africa | 1 | $500 | WIRE |
| RESEARCH AWARD | South America | 1 | $200 | WIRE |
| RESEARCH EXPENSE REIMBURSEMENT | Middle East and North Africa | 1 | $766 | WIRE |
| RESEARCH EXPENSE REIMBURSEMENT | South Asia | 4 | $1,648 | WIRE |
| SAC COUNTERPARTS SPRING TOUR REIMBURSE | Europe (Including Iceland and Greenland) | 1 | $2,663 | WIRE |
| SAC DANCE TROOP COSTUMES | East Asia and the Pacific | 1 | $277 | WIRE |
| STIPEND | East Asia and the Pacific | 15 | $38,345 | WIRE |
| STIPEND | Europe (Including Iceland and Greenland) | 8 | $24,225 | CHECK |
| STIPEND | North America | 1 | $3,000 | WIRE |
| STIPEND | South Asia | 3 | $6,000 | WIRE |
| SUMMER INTERNSHIP | East Asia and the Pacific | 1 | $1,620 | CHECK |
| SUMMER INTERNSHIP | Europe (Including Iceland and Greenland) | 1 | $12,000 | CHECK |
| SUMMER INTERNSHIP | North America | 3 | $15,000 | CHECK |
| SUMMER INTERNSHIP | South America | 2 | $20,000 | CHECK |
| SUMMER INTERNSHIP | Sub-Saharan Africa | 2 | $6,000 | CHECK |
| THOURON AWARD | Europe (Including Iceland and Greenland) | 17 | $227,614 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICIES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. -------------------- |
| SCHEDULE F, PART II & III | DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MAY MAKE SUB-CONTRACTS TO FOREIGN INSTITUTIONS TO PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-CONTRACTS AS GRANTS FOR FORM 990, SCHEDULE F, PART II AND III PURPOSES. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| RUFFALO NOEL LEVITZ | ||||||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | MANAGE CALL CENTERS | false | $2,269,395 | $713,938 | $1,555,457 |
| ACD DIRECT INC | ||||||||
| 520 N MARKETPLACE DR 200 | CENTERVILLE | UT | 84014 | FUNDRAISING DRIVES | false | $344,398 | $16,491 | $327,907 |
| CHARITABLE AUTO RESOURCES | ||||||||
| 4669 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | VEHICLE DONATIONS | false | $252,977 | $50,596 | $202,381 |
| ARIA COMMUNICATIONS | ||||||||
| 717 W ST GERMAIN ST | ST CLOUD | MN | 56301 | TELE- MARKETING | false | $74,419 | $20,308 | $54,111 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,941,189 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $801,333 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,139,856 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MNLIGHT & ROSES | Event1Nm |
| Gross Receipts Event1 | $268,187 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $191,227 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $76,960 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $213,753 | OtherDirectExpensesEvent1Amt |
| Event2 | 2021 FALL GOLF | Event2Nm |
| Gross Receipts Event2 | $154,055 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $154,055 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $3,630 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $68,112 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $17,199 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $200,201 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $105,501 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $94,700 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $5,359 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $32,200 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $26,568 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $622,443 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $296,728 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $325,715 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $8,989 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $100,312 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $257,520 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $366,821 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$41,106 | NetIncomeSummaryAmt |
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 |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300. | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | false | FinancialAssistanceBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $9,720,513 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $9,720,513 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00120 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $561,451,399 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $394,619,170 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $166,832,229 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02020 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $571,171,912 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $394,619,170 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $176,552,742 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02140 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $129,641,907 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $65,782,681 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $63,859,226 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00770 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $878,241,330 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $718,654,701 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $159,586,629 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01940 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,007,883,237 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $784,437,382 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $223,445,855 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02710 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,579,055,149 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,179,056,552 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $399,998,597 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04850 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $83,846,976 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $15,961,173 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $644,804,782 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $767,898,770 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$123,093,988 | 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 | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPITAL OF THE UNIV OF PENN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SPRUCE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.PENNMEDICINE.ORG | WebsiteAddressTxt |
| State License | LICENSE# 341101 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPITAL OF THE UNIV OF PENN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| 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 | SEE SCH H, PART V, SECTION C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 22 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE SCH H, PART V, SECTION C | 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 | 300. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300. | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| 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 |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SCH H, PART V, SECT. C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SCH H, PART V, SECT. C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SCH H, PART V, SECT. C | 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 |
| Look Back Medicaid Medcr Prvt | Yes (X) | LookBackMedicaidMedcrPrvtInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B, LINES 5, 6A & 6B (INPUT FROM COMMUNITY; JOINT CHNA) | THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH ("PDPH") AND HEALTH CARE IMPROVEMENT FOUNDATION ("HCIF") ASSISTED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS WITH THE COMPLETION OF THEIR CHNA. PDPH AND 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 WERE USED BY UPHS AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP THEIR IMPLEMENTATION PLANS. AMONG OTHERS, THE COLLABORATIVE CHNA INCLUDED THE FOLLOWING PARTNERING UPHS HOSPITAL AFFILIATES: - CHESTER COUNTY HOSPITAL - HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - PENNSYLVANIA HOSPITAL OF UPHS - PENN PRESBYTERIAN MEDICAL CENTER OF UPHS FOR MORE INFORMATION, PLEASE SEE: https://www.pennmedicine.org/chna -------------------- |
| PART V, SECTION B, LINE 7 & 10 (CHNA & IMP. STRATEGY PUBLIC AVAILABILITY) | A COPY OF THE ORGANIZATION'S CHNA REPORT AND COMMUNITY HEALTH IMPROVEMENT PLAN REPORT ("IMPLEMENTATION PLAN") CAN BE ACCESSED AT: https://www.pennmedicine.org/chna OUR CHNA AND IMPLEMENTATION PLAN ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 9 (TAX YEAR THE MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED) THE ORGANIZATION'S MOST RECENT IMPLEMENTATION PLAN WAS ADOPTED BY 11/15/2022, AS PERMITTED UNDER THE REGULATIONS. -------------------- |
| PART V, SECTION B, LINE 11 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA) | FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE THE FOLLOWING: https://www.pennmedicine.org/chna -------------------- |
| PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY) | A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/for-patients-and-visitors/patient-information /insurance-and-billing/financial-assistance ------------------ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 17 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| PENN MEDICINE AT RADNOR | ||||
| 250 KING OF PRUSSIA ROAD | BALA CYNWYD | PA | 19004 | OUTPATIENT FACILITY |
| PENN MEDICINE AT BUCKS COUNTY | ||||
| 777 TOWNSHIP LINE ROAD | YARDLEY | PA | 19067 | OUTPATIENT FACILITY |
| PENN MEDICINE AT VALLEY FORGE | ||||
| 1001 CHESTERBROOK BLVD | BERWYN | PA | 19312 | OUTPATIENT FACILITY |
| PENN MEDICINE AT WOODBURY HEIGHTS | ||||
| 1006 MANTUA PIKE | WOODBURY HEIGHTS | NJ | 08097 | OUTPATIENT FACILITY |
| PENN MEDICINE AT RITTENHOUSE | ||||
| 1800 LOMBARD STREET | PHILADELPHIA | PA | 19146 | INPATIENT REHABILITATION |
| ANATOMY CHEMISTRY | ||||
| 420 GUARDIAN DRIVE | PHILADEPHIA | PA | 19104 | RESEARCH FACILITY |
| BIOMEDICAL RESEARCH BUILDING 2 | ||||
| 500 OSLER CIRCLE | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| BLOCKLEY HALL | ||||
| 423 GUARDIAN DRIVE | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CAROLYN HOFF LYNCH BIOLOGY LAB | ||||
| 435 S UNIVERSITY AVENUE | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CHEMISTRY LABORATORIES - 1958 WING | ||||
| 231 S 34TH STREET | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CHESTNUT HALL | ||||
| 3900 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CLINICAL RESEARCH BUILDING | ||||
| 415 CURIE BLVD | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| GL LABORATORY BUILDING | ||||
| 500 S RIDGEWAY | GLENOLDEN | PA | 19036 | RESEARCH FACILITY |
| GODDARD LABORATORIES | ||||
| 3710 HAMILTON WALK | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| HAYDEN HALL | ||||
| 3320 SMITH WALK | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| PERELMAN CENTER FOR ADVANCED MEDICINE | ||||
| 3400 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | OUTPATIENT FACILITY |
| PENN MEDICINE CHERRY HILL | ||||
| 1865 NJ-70 | CHERRY HILL | NJ | 08003 | OUTPATIENT FACILITY |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) | THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $12,628,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2022. CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. -------------------- |
| PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES) | DETAILS REGARDING THE VARIOUS COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE ORGANIZATION CAN BE FOUND IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. -------------------- |
| PART III, SECTION A, LINE 2 (IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE) | THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 3 (IMPLICIT PRICE CONCESSIONS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS (IMPLICIT PRICE CONCESSIONS) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (IMPLICIT PRICE CONCESSION FOOTNOTE) THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 11 OF THE ELECTRONICALLY ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. -------------------- |
| PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL) | THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARITABLE HEALTHCARE MISSION OF UPHS AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. -------------------- |
| PART III, LINE 9B (COLLECTION PRACTICES) | THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. -------------------- |
| PART VI, LINE 2 (NEEDS ASSESSMENT) | THE MISSION OF UPHS IS TO PROVIDE THE MOST ADVANCED AND HIGHEST QUALITY PATIENT CARE POSSIBLE; TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR STUDENTS AND TRAINEES; AND TO SUPPORT CLINICAL RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE. TO THESE ENDS, UPHS IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS OUR HOME. ON ANY GIVEN DAY, UPHS PHYSICIANS, NURSES, MEDICAL STUDENTS, AND VOLUNTEERS ARE OUT IN THE COMMUNITY SHARING THEIR SKILLS, TALENTS AND, MOST IMPORTANTLY, THEMSELVES, FOR THE BETTERMENT OF THE COMMUNITY. - HOW UPHS IDENTIFIES AND TAKES ACTION TO ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES IN MEDICAL CARE EVERY DAY IN OUR NEIGHBORHOOD CLINICS, IN OUR EMERGENCY ROOMS AND IN OUR PHYSICIANS' OFFICES WE SEE THE EFFECTS OF RACIAL, ETHNIC, AND GENDER DISPARITIES IN HEALTH CARE. IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN NEED OF URGENT MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS OR ANY OTHER SOCIO-ECONOMIC FACTORS. AS THE MAIN PROVIDER IN A SERVICE AREA THAT INCLUDES A NUMBER OF ECONOMICALLY-CHALLENGED NEIGHBORHOODS, UPHS PROVIDES CARE TO MANY PATIENTS WHO DO NOT HAVE HEALTH INSURANCE PROVIDING MORE THAN $100 MILLION IN CHARITY AND UNDERFUNDED CARE EACH YEAR. IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND OTHER AREA INSTITUTIONS, UPHS SEEKS TO IDENTIFY AND ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES THROUGH SUPPORT FOR PROGRAMS INCLUDING, BUT NOT LIMITED TO: > PUENTES DE SALUD - A WEEKLY FREE CLINIC THAT SEEKS TO ADDRESS THE HEALTH NEEDS OF THE GROWING LATINO POPULATION BY PROVIDING LOW-COST CARE TO PATIENTS ANNUALLY. > THE UNITY CLINIC - A FREE CLINIC THAT PROVIDES PRIMARY CARE SERVICES TO LOW-INCOME ASIAN IMMIGRANTS IN PHILADELPHIA. > WOMEN AND CHILDREN'S HEALTH SERVICES - AN AMBULATORY CARE FACILITY THAT SPECIALIZES IN THE PROVISION OF OBSTETRICAL, FAMILY PLANNING, AND SOCIAL SERVICES THROUGH FREE AND LOW-COST PROGRAMS THAT EXTEND WELL BEYOND TRADITIONAL MEDICAL CARE. - HOW THE HEALTH SYSTEM ASSESSES COMMUNITY HEALTH STATUS UPHS PROVIDES VARIOUS COMMUNITY SERVICES WHICH, IN CONJUNCTION WITH PROVIDING PATIENT CARE AND EDUCATIONAL INFORMATION, HELP US ASSESS THE HEALTH STATUS OF OUR COMMUNITY. SOME OF OUR MOST SUCCESSFUL INITIATIVES RESULT FROM APPLYING THE COLLECTIVE RESOURCES OF COMMUNITY RESIDENTS AND ORGANIZATIONS, HEALTH CARE PROFESSIONALS, AND PUBLIC HEALTH AGENCIES WITH THE GOAL OF IDENTIFYING AND ADDRESSING A COMMUNITY PROBLEM. THIS IS ACCOMPLISHED IN MANY WAYS, SUCH AS: FORMAL HEALTH ASSESSMENTS THAT INDIVIDUAL PROGRAMS MAY PERFORM, OPEN DIALOGUE WITH COMMUNITY LEADERS THROUGH PARTICIPATION IN COMMUNITY MEETINGS, OR BY ASSESSING COMMUNITY HEALTH STATUS IN THE WORK WE PERFORM OUT IN THE COMMUNITY. - HOW THE HEALTH SYSTEM COLLABORATES WITH COMMUNITY STAKEHOLDERS, INCLUDING OTHER INSTITUTIONAL PROVIDERS, TO IDENTIFY SPECIFIC COMMUNITY HEALTH NEEDS AND TO DEVELOP AND MEASURE EFFECTIVENESS OF PROGRAMS TO HELP MEET THOSE NEEDS COLLABORATION WITH COMMUNITY STAKEHOLDERS AND OTHER INSTITUTIONAL PROVIDERS IS A PARTICULARLY STRONG AREA FOR UPHS. WORKING IN CONJUNCTION WITH COMMUNITY-BASED NON-PROFIT ORGANIZATIONS, CITY AGENCIES AND OTHER COMMUNITY STAKEHOLDERS, UPHS SEEKS TO IDENTIFY AND ADDRESS COMMUNITY HEALTH NEEDS THROUGH PROGRAMS AND SERVICES, SUCH AS: > SAYRE HEALTH CENTER - RECOGNIZING A NEED FOR PRIMARY CARE SERVICES IN THE NEIGHBORHOOD, PENN JOINED FORCES WITH THE SCHOOL DISTRICT OF PHILADELPHIA TO BRING A STATE-OF-THE-ART HEALTH CARE FACILITY TO SAYRE HIGH SCHOOL IN WEST PHILADELPHIA. IN ADDITION TO PROVIDING PRIMARY CARE SERVICES TO THE COMMUNITY, PENN MEDICINE PHYSICIANS WORK IN PARTNERSHIP WITH SAYRE STUDENTS TO TEACH BASIC MEDICAL SERVICES THAT ONE DAY COULD LEAD TO A CAREER IN THE MEDICAL PROFESSION. > BRIDGING THE GAPS - A PARTNERSHIP OF THE AREA'S FIVE ACADEMIC HEALTH CENTERS, BRIDGING THE GAPS (BTG) LINKS THE TRAINING OF HEALTH PROFESSIONALS WITH THE PROVISION OF CARE TO ECONOMICALLY DISADVANTAGED POPULATIONS. LED BY UPHS PHYSICIANS AND STAFF, BTG GIVES MEDICAL STUDENTS THE OPPORTUNITY TO GAIN FIRST-HAND INSIGHT INTO THE COMPLEX ISSUES AFFECTING UNDERSERVED URBAN COMMUNITIES. IN ADDITION TO THE PROGRAMS OUTLINED ABOVE, UPHS PHYSICIANS AND STAFF PROVIDE EDUCATIONAL PROGRAMS IN CONJUNCTION WITH AREA HIGH SCHOOLS AND VOLUNTEER THEIR EXPERTISE TO NUMEROUS PUBLIC HEALTH COMMITTEES AND AGENCIES AT THE COMMUNITY, STATE AND NATIONAL LEVEL. - HOW THE HEALTH SYSTEM REGULARLY REPORTS TO THE COMMUNITY ON THE ORGANIZATION'S QUALITY PERFORMANCE FOR THE FULL RANGE OF SERVICES IT PROVIDES SINCE 2007, UPHS HAS PUBLISHED AN ANNUAL COMMUNITY BENEFIT REPORT, "SIMPLY BECAUSE," WHICH HIGHLIGHTS SOME OF THE EXTENSIVE WORK UPHS PERFORMS IN THE COMMUNITY. THIS WIDELY DISTRIBUTED REPORT INCLUDES EXAMPLES OF OUR COMMUNITY EFFORTS AS WELL AS STATISTICS RELATED TO THE COMMUNITY BENEFIT WE PROVIDE. https://www.pennmedicine.org/news/publications-and-special-projects/simply -because ADDITIONALLY, UPHS HAS ALSO IMPLEMENTED OUR "PENN MEDICINE CARES" (COMMUNITY ACTIVITY REPORTING E-INITIATIVE) PROGRAM. WHILE THE "SIMPLY BECAUSE" REPORT PROVIDES US A BRIEF GLIMPSE INTO ALL THE GOOD WORK UPHS PERSONNEL ARE INVOLVED IN, IT REPRESENTS ONLY A FRACTION OF THE TOTAL COMMUNITY SERVICE WORK THAT OCCURS. THIS REPORTING PROGRAM HAS BEEN DEVELOPED TO ENCOURAGE UPHS EMPLOYEES TO REPORT ALL OF THE COMMUNITY SERVICES THEY PROVIDE SO THAT WE CAN BETTER TRACK COMMUNITY OUTREACH, ENCOURAGE MORE VOLUNTEERISM AND BETTER TARGET OUR EFFORTS TO MEET THE GREATEST COMMUNITY NEEDS. http://www.pennmedicine.org/health-system/about/community/ - WHETHER AND HOW UPHS IS ADDRESSING THE PER CAPITA COST OF CARE IN THE COMMUNITY UPHS SUPPORTS EFFORTS TO PROVIDE FREE AND LOW-COST CARE TO THE COMMUNITY THROUGH PARTNERSHIPS WITH BOTH PENN-RELATED AND NON-RELATED PROGRAMS. UPHS PHYSICIANS AND STAFF WORK IN HEALTH CLINICS THROUGHOUT PHILADELPHIA THAT PROVIDE THESE MUCH-NEEDED SERVICES THAT ALSO ADDRESSES THE PER CAPITA COST OF HEALTH CARE IN THE COMMUNITY. IN ADDITION, UPHS HAS A SPECIALTY CARE CONTRACT WITH THE CITY OF PHILADELPHIA THAT ALLOWS PHYSICIANS FROM THE CITY'S DISTRICT HEALTH CENTERS TO REFER PATIENTS INTO THE SYSTEM FOR APPOINTMENTS IN SPECIALTIES SUCH AS CARDIOLOGY, NEUROLOGY AND DERMATOLOGY. THESE SERVICES ARE PROVIDED TO THE CITY AT A SIGNIFICANTLY REDUCED COST - GIVING UNINSURED AND UNDERINSURED PATIENTS ACCESS TO CARE THEY MIGHT NOT OTHERWISE RECEIVE WHILE KEEPING DOWN THE PER CAPITA COST FOR THE CITY AND RESIDENTS OF THE COMMUNITY. AT UPHS, WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, UPHS HAS CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE- BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND PROACTIVE IN FINDING SOLUTIONS. IN ADDITION TO OUR OWN INTERNAL EFFORTS, UPHS ALSO COLLABORATES WITH VARIOUS PUBLIC AND PRIVATE AGENCIES TO HELP DETERMINE COMMUNITY HEALTH NEEDS AND HOW BEST TO ADDRESS THEM. THE SUCCESS OF COMMUNITY OUTREACH REQUIRES A STRONG FOCUS ON SOLUTIONS. AT UPHS, WE CONTINUALLY FIND WAYS TO EXPAND AND STRENGTHEN THE SAFETY NET THAT HELPS ENSURE THE WELL-BEING OF THE COMMUNITIES WE SERVE. IN THAT REGARD, ONE OF OUR MAJOR RESPONSIBILITIES IS TO SHARE KNOWLEDGE. WORKING TOGETHER WITH COMMUNITY PARTNERS ENABLES US TO ACCOMPLISH MORE THAN ANY ONE PERSON COULD INDIVIDUALLY. PLEASE SEE OUR MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN FOR ADDITIONAL INFORMATION. A COPY OF OUR CHNA AND IMPLEMENTATION PLAN CAN BE ACCESSED AT: https://www.pennmedicine.org/chna -------------------- |
| PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE) | UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN, RELIGIOUS CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/for-patients-and-visitors/patient-information /insurance-and-billing/financial-assistance -------------------- |
| PART VI, LINE 4 (COMMUNITY INFORMATION) | UPHS IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD, DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS, AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. -------------------- |
| PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH) | DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS DESIGNED TO PROMOTE COMMUNITY HEALTH IS INCLUDED IN OUR RESPONSE TO SCHEDULE H, PART VI, LINE 2, AS WELL AS IN FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. -------------------- |
| PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION) | THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSEY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 110 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. PRINCETON INCLUDES APPROXIMATELY 1,200 PHYSICIANS ON STAFF AND EMPLOYS APPROXIMATELY 3,200 PEOPLE. -------------------- |
| PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT) | N/A |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (35 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Non Cash AssistanceNonCashAssistanceAmt |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY CITY DISTRICT | ||||||||||
| 3940 Chestnut St | PHILADELPHIA | PA | 19104 | 232913784 | 501(c)(3) | $5,659,659 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| SCHOOL DISTRICT OF PHILADELPHIA | ||||||||||
| 440 N Broad St | PHILADELPHIA | PA | 19130 | 236004102 | GOV'T ORG | $4,708,877 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| GREATER PHILADELPHIA CHAMBER OF COMMERCE | ||||||||||
| 200 S Broad St 700 | PHILADELPHIA | PA | 19102 | 230969030 | 501(c)(3) | $218,479 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| SCHUYLKILL RIVER DEVELOPMENT CORPORATION | ||||||||||
| 2401 Walnut Street | PHILADELPHIA | PA | 19103 | 232690558 | 501(c)(3) | $125,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| UC GREEN | ||||||||||
| 4601 Spruce St | PHILADELPHIA | PA | 19139 | 571204276 | 501(c)(3) | $75,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| UNITE FOR HER | ||||||||||
| 127 E Chestnut St | WEST CHESTER | PA | 19380 | 264444438 | 501(c)(3) | $74,350 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| MATERNITY CARE COALITION | ||||||||||
| 2000 Hamilton Street Ste 205 | Philadelphia | PA | 19130 | 232200410 | 501(c)(3) | $71,691 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| UNIVERSITY OF CHICAGO | ||||||||||
| 5807 S Woodlawn Ave | CHICAGO | IL | 60637 | 362177139 | 501(c)(3) | $50,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| TRAVIS MANION FOUNDATION | ||||||||||
| 164 E State St | DOYLESTOWN | PA | 18901 | 412237951 | 501(c)(3) | $50,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| THE WEST PHILADELPHIA CORRIDOR COLLABORATIVE | ||||||||||
| PO Box 42895 | PHILADELPHIA | PA | 19101 | 850937976 | 501(c)(3) | $50,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| ECONOMY LEAGUE GREATER PHILADELPHIA | ||||||||||
| 1800 John F Kennedy Blvd Ste 460 | Philadelphia | PA | 191037405 | 231352264 | 501(c)(3) | $40,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| AMERICAN HEART ASSOCIATION | ||||||||||
| 1617 John F Kennedy Blvd Ste 700 | PHILADELPHIA | PA | 19103 | 135613797 | 501(c)(3) | $30,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| COMMUNITY VOLUNTEERS IN MEDICINE | ||||||||||
| 300 Lawrence Dr Suite B West Che | WEST CHESTER | PA | 19380 | 232944553 | 501(c)(3) | $30,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| PHILADELPHIA ALLIANCE FOR CAPITAL AND TECHNOLOGIES | ||||||||||
| 200 S Broad Street Suite 700 | PHILADELPHIA | PA | 19102 | 233036397 | 501(c)(6) | $30,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| RYANS CASE FOR SMILES | ||||||||||
| 295 E SWEDESFORD RD NO 396 Wayne | WAYNE | PA | 190871462 | 861173750 | 501(c)(3) | $25,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| AL DIA FOUNDATION | ||||||||||
| 1835 MARKET ST STE 450 | Philadelphia | PA | 191032939 | 680657118 | 501(c)(3) | $25,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| LEUKEMIA & LYMPHOMA SOCIETY | ||||||||||
| PO BOX 22467 | NEW YORK | NY | 10087 | 135644916 | 501(c)(3) | $25,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| AMERICAN ASSOCIATION FOR CANCER RESEARCH | ||||||||||
| 615 Chestnut St Ste 1700 | PHILADELPHIA | PA | 19106 | 236251648 | 501(c)(3) | $25,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| PHILADELPHIA FOUNDATION | ||||||||||
| 1835 Market St Suite 2410 | PHILADELPHIA | PA | 191032968 | 231581832 | 501(c)(3) | $25,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| USA250 INC DBA PHILADELPHIA250 | ||||||||||
| 230 S Broad Street 17th Floor Sui | PHILADELPHIA | PA | 19102 | 272692035 | 501(c)(3) | $25,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| VIRTUA FOUNDATION | ||||||||||
| PO Box 70260 | PHILADELPHIA | PA | 19176 | 743217663 | 501(c)(3) | $16,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| TEAM THOMPSON FAMILY FOUNDATION | ||||||||||
| 5602 North Sydenham St | PHILADELPHIA | PA | 19141 | 871934091 | 501(c)(3) | $15,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| UNITED NEGRO COLLEGE FUND | ||||||||||
| 718 Arch Street Suite 301 South | PHILADELPHIA | PA | 19106 | 131624241 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| JOHN BARTRAM ASSOCIATION | ||||||||||
| 5400 Lindbergh Boulevard | PHILADELPHIA | PA | 19143 | 237393771 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| PROJECT HOME | ||||||||||
| 1515 Fairmount Ave | PHILADELPHIA | PA | 19130 | 232555950 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| THE STARTING POINT INC OF NEW JERSEY | ||||||||||
| 215 Highland Ave Ste C | HADDON TOWNSHIP | NJ | 08108 | 232024290 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| KING OF PRUSSIA RAIL COALITION | ||||||||||
| 234 Mall Boulevard Ste 150 | KING OF PRUSSIA | PA | 19406 | 273468787 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| MAIN LINE SCHOOL NIGHT | ||||||||||
| 260 GULPH CREEK RD | RADNOR | PA | 19087 | 236050469 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| NATIONALITES SERVICE CENTER OF PHILADELPHIA | ||||||||||
| 1216 Arch St 4th Floor | PHILADELPHIA | PA | 19107 | 231352336 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| AMERICAN RED CROSS SOUTHEASTERN PENNSYLVANIA | ||||||||||
| 2221 Chestnut Street | PHILADELPHIA | PA | 19103 | 530196605 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| SHORE MEMORIAL CENTER DBA Shore Medical Center | ||||||||||
| 100 Medical Center Way | SOMERS POINT | NJ | 08244 | 210660835 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| COMMITTEE OF SEVENTY | ||||||||||
| 123 S Broad Street Suite 1800 | PHILADELPHIA | PA | 19109 | 230487205 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| THE WOODLANDS TRUST FOR HISTORIC PRESERVATION | ||||||||||
| 4000 Woodland Ave | PHILADELPHIA | PA | 19104 | 311609803 | 501(c)(3) | $10,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| CHOSEN 300 | ||||||||||
| PO Box 95 | ARDMORE | PA | 190030095 | 232858946 | 501(c)(3) | $6,000 | FMV | N/A | SUPPORT PROGRAM SERVICES | |
| GONZAGA UNIVERSITY | ||||||||||
| 502 E Boone Ave | SPOKANE | WA | 992580098 | 910236600 | 501(c)(3) | $0 | FMV | EQUIPMENT | SUPPORT PROGRAM SERVICES | $12,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 34 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID TO UNDERGRADUATE STUDENTS | 4988 | $238,653,596 | N/A | N/A |
| FINANCIAL AID TO GRADUATE STUDENTS | 8903 | $304,064,121 | N/A | N/A |
| STUDENT PRIZES AND AWARDS | 2939 | $12,234,721 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 2 | PROCEDURES FOR MONITORING GRANTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA'S ("PENN") OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICIES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. -------------------- |
| SCHEDULE I, PART II | DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MAY MAKE SUB-AWARDS TO OTHER INSTITUTIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "GRANTS AND ASSISTANCE" FOR FORM 990 REPORTING, SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY. DURING THE YEAR ENDED JUNE 30, 2022, THE UNIVERSITY OF PENNSYLVANIA MADE SUB-AWARD PAYMENTS TO 325 RECIPIENTS TOTALING $117,865,650. -------------------- |
| SCHEDULE I, PART III | DETAIL OF GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS TO PROMOTE INCLUSION AND INCREASED ACCESS, PENN PROVIDES GRANT-BASED UNDERGRADUATE FINANCIAL AID PACKAGES AND ADHERES TO A NEED-BLIND ADMISSION POLICY, IN WHICH ADMISSION DECISIONS ARE NOT AFFECTED BY A STUDENT'S ABILITY TO PAY OR APPLICATION FOR FINANCIAL AID. THIS POLICY PROVIDES FINANCIAL AID TO ELIGIBLE STUDENTS IN THE FORM OF DIRECT GRANTS AND EMPLOYMENT DURING THE ACADEMIC YEAR. AN UNDERGRADUATE STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF TUITION REMISSION AS A RESULT OF A PARENT BEING ELIGIBLE TO RECEIVE THIS BENEFIT AS A CONDITION OF THEIR EMPLOYMENT. GRADUATE/PROFESSIONAL FINANCIAL AID CAN BE AWARDED BASED ON FINANCIAL NEED, SERVICE (TEACHING ASSISTANTSHIPS AND FELLOWSHIPS, RESEARCH ASSISTANTSHIPS AND FELLOWSHIPS) OR OTHER CRITERIA SUCH AS MERIT/ACADEMICS. PHD STUDENTS GENERALLY RECEIVE MULTI-YEAR AWARDS COVERING THEIR FULL EDUCATIONAL COSTS. A GRADUATE/PROFESSIONAL STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF BENEFITS AS DESCRIBED ABOVE. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| 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 |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| 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 (42 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR AMY GUTMANN | ||||||||||||||
| PRES.,EX-OFF TRUSTEE-THRU 3/22 | $1,564,547 | $0 | $1,000,000 | $0 | $20,257,188 | $0 | $26,100 | $0 | $44,392 | $0 | $22,892,227 | $0 | $7,683,321 | $0 |
| ANNE PAPAGEORGE | ||||||||||||||
| SR VP FACILITIES & REAL ESTATE | $504,571 | $0 | $125,000 | $0 | $1,980 | $0 | $45,900 | $0 | $17,323 | $0 | $694,774 | $0 | $0 | $0 |
| CHARLES HOWARD | ||||||||||||||
| VP SOC EQ & COMM, UNIV. CHAPLN | $244,427 | $0 | $56,000 | $0 | $2,349 | $0 | $22,673 | $0 | $26,471 | $0 | $351,920 | $0 | $0 | $0 |
| CRAIG CARNAROLI | ||||||||||||||
| EXECUTIVE VP | $1,058,042 | $0 | $709,600 | $0 | $549,973 | $0 | $775,400 | $0 | $26,259 | $0 | $3,119,274 | $0 | $364,840 | $0 |
| GREGORY PELLICANO | ||||||||||||||
| VP, AUDIT,COMPLIANCE & PRIV'Y | $335,972 | $0 | $71,000 | $0 | $1,290 | $0 | $31,016 | $0 | $72,518 | $0 | $511,796 | $0 | $0 | $0 |
| GREGORY ROST | ||||||||||||||
| SVP & CHIEF OF STAFF | $685,096 | $0 | $180,000 | $0 | $1,980 | $0 | $62,460 | $0 | $33,914 | $0 | $963,450 | $0 | $0 | $0 |
| JACK HEUER | ||||||||||||||
| SVP HUMAN RESOURCES | $458,578 | $0 | $113,300 | $0 | $2,150 | $0 | $41,693 | $0 | $10,579 | $0 | $626,300 | $0 | $0 | $0 |
| JEFFREY COOPER | ||||||||||||||
| VP GOVT & COMMUNITY RLTNS | $401,576 | $0 | $96,000 | $0 | $17,070 | $0 | $26,100 | $0 | $25,630 | $0 | $566,376 | $0 | $0 | $0 |
| JOANN MITCHELL | ||||||||||||||
| SVP INSTITUTIONAL AFFAIRS | $485,785 | $0 | $123,000 | $0 | $3,810 | $0 | $44,348 | $0 | $19,207 | $0 | $676,150 | $0 | $0 | $0 |
| JOHN ZELLER | ||||||||||||||
| SVP DEVELOPMENT & ALUMNI RLTNS | $816,534 | $0 | $210,000 | $0 | $54,443 | $0 | $26,100 | $0 | $28,163 | $0 | $1,135,240 | $0 | $0 | $0 |
| KATHLEEN ANDERSON | ||||||||||||||
| VP PUBLIC SAFETY-AS OF 6/22 | $131,967 | $0 | $0 | $0 | $154 | $0 | $12,534 | $0 | $24,636 | $0 | $169,291 | $0 | $12,534 | $0 |
| LARRY JAMESON | ||||||||||||||
| EXEC. VP UPHS & DEAN OF PSOM | $2,107,624 | $0 | $1,043,900 | $0 | $1,335,549 | $0 | $1,082,160 | $0 | $25,027 | $0 | $5,594,260 | $0 | $883,400 | $0 |
| MARIE WITT | ||||||||||||||
| VP BUSINESS SERVICES | $382,191 | $0 | $97,500 | $0 | $1,980 | $0 | $35,055 | $0 | $19,129 | $0 | $535,855 | $0 | $0 | $0 |
| MARYFRANCES MCCOURT | ||||||||||||||
| SVP FIN & TREAS-THRU 4/22 | $613,028 | $0 | $153,000 | $0 | $2,220 | $0 | $56,205 | $0 | $81,280 | $0 | $905,733 | $0 | $0 | $0 |
| MAUREEN RUSH | ||||||||||||||
| VP PUBLIC SAFETY-THRU 12/21 | $361,618 | $0 | $92,250 | $0 | $11,598 | $0 | $26,100 | $0 | $23,677 | $0 | $515,243 | $0 | $0 | $0 |
| MEDHA NARVEKAR | ||||||||||||||
| VP & SECRETARY | $575,846 | $0 | $146,000 | $0 | $2,040 | $0 | $52,470 | $0 | $33,704 | $0 | $810,060 | $0 | $0 | $0 |
| RUSSELL DILEO | ||||||||||||||
| COMPTROLLER | $266,848 | $0 | $55,750 | $0 | $883 | $0 | $26,147 | $0 | $66,258 | $0 | $415,886 | $0 | $0 | $0 |
| STACEY LOPEZ | ||||||||||||||
| VP INSTITUTIONAL RESEARCH | $385,021 | $0 | $95,000 | $0 | $690 | $0 | $34,853 | $0 | $13,536 | $0 | $529,100 | $0 | $0 | $0 |
| STEPHEN J MACCARTHY | ||||||||||||||
| VP COMMUNICATIONS | $432,478 | $0 | $110,000 | $0 | $17,288 | $0 | $26,100 | $0 | $26,307 | $0 | $612,173 | $0 | $0 | $0 |
| THOMAS MURPHY | ||||||||||||||
| SVP ISC & CIO | $537,557 | $0 | $153,000 | $0 | $1,340 | $0 | $49,028 | $0 | $67,252 | $0 | $808,177 | $0 | $0 | $0 |
| TREVOR LEWIS | ||||||||||||||
| VP BUDGET AND MGMT ANALYSIS | $419,328 | $0 | $100,000 | $0 | $1,290 | $0 | $38,543 | $0 | $49,281 | $0 | $608,442 | $0 | $0 | $0 |
| WENDELL PRITCHETT | ||||||||||||||
| PROVOST-THRU 12/21 | $807,882 | $0 | $194,250 | $0 | $1,290 | $0 | $73,215 | $0 | $53,261 | $0 | $1,129,898 | $0 | $0 | $0 |
| WENDY WHITE | ||||||||||||||
| SVP & GENERAL COUNSEL | $785,618 | $0 | $200,000 | $0 | $51,428 | $0 | $26,100 | $0 | $23,677 | $0 | $1,086,823 | $0 | $0 | $0 |
| BETH A WINKELSTEIN | ||||||||||||||
| DEPUTY PROVOST | $452,466 | $0 | $0 | $0 | $123,190 | $0 | $26,100 | $0 | $8,707 | $0 | $610,463 | $0 | $0 | $0 |
| CHRISTOPHER MASOTTI | ||||||||||||||
| VICE DEAN, ADMIN PSOM | $451,002 | $0 | $120,942 | $0 | $750 | $0 | $37,093 | $0 | $42,962 | $0 | $652,749 | $0 | $0 | $0 |
| DAWN BONNELL | ||||||||||||||
| SR VICE PROVOST FOR RESEARCH | $587,280 | $0 | $0 | $0 | $3,860 | $0 | $26,100 | $0 | $11,367 | $0 | $628,607 | $0 | $0 | $0 |
| DEBORAH A DRISCOLL MD | ||||||||||||||
| SVP CPUP, VICE DEAN PSOM | $861,288 | $0 | $390,600 | $0 | $72,317 | $0 | $186,100 | $0 | $1,036 | $0 | $1,511,341 | $0 | $0 | $0 |
| DWAINE DUCKETT | ||||||||||||||
| SVP & CHRO, UPHS | $582,824 | $0 | $260,619 | $0 | $22,234 | $0 | $115,003 | $0 | $8,450 | $0 | $989,130 | $0 | $0 | $0 |
| ELIZABETH B JOHNSTON | ||||||||||||||
| FMR EXEC. DIR. CPUP | $500,906 | $0 | $296,655 | $0 | $239,733 | $0 | $142,800 | $0 | $24,031 | $0 | $1,204,125 | $0 | $201,543 | $0 |
| JOHN SESTITO | ||||||||||||||
| VP & EXECUTIVE DIRECTOR CPUP | $355,899 | $0 | $139,517 | $0 | $20,790 | $0 | $35,000 | $0 | $17,675 | $0 | $568,881 | $0 | $0 | $0 |
| JON EPSTEIN | ||||||||||||||
| VICE DEAN, PSOM | $769,476 | $0 | $349,099 | $0 | $3,009 | $0 | $37,093 | $0 | $19,309 | $0 | $1,177,986 | $0 | $0 | $0 |
| KEITH KASPER | ||||||||||||||
| CFO, UPHS | $908,794 | $0 | $439,425 | $0 | $244,852 | $0 | $180,000 | $0 | $25,876 | $0 | $1,798,947 | $0 | $199,527 | $0 |
| KEVIN MAHONEY | ||||||||||||||
| CEO, UPHS | $1,477,722 | $0 | $717,600 | $0 | $264,314 | $0 | $385,800 | $0 | $20,170 | $0 | $2,865,606 | $0 | $230,330 | $0 |
| PETER AMMON | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $1,037,258 | $0 | $4,088,745 | $0 | $300 | $0 | $2,240,466 | $0 | $13,496 | $0 | $7,380,265 | $0 | $1,846,167 | $0 |
| PETER D QUINN MD DMD | ||||||||||||||
| VICE DEAN,PROF SRVC,FMR SR. VP | $981,899 | $0 | $642,798 | $0 | $4,993 | $0 | $26,100 | $0 | $19,161 | $0 | $1,674,951 | $0 | $0 | $0 |
| PHILLIP OKALA | ||||||||||||||
| COO, UPHS | $1,035,609 | $0 | $482,519 | $0 | $265,980 | $0 | $187,200 | $0 | $25,945 | $0 | $1,997,253 | $0 | $242,318 | $0 |
| REGINA CUNNINGHAM | ||||||||||||||
| CEO, HUP | $753,372 | $0 | $358,870 | $0 | $203,760 | $0 | $148,800 | $0 | $17,773 | $0 | $1,482,575 | $0 | $179,462 | $0 |
| DANIEL YOSHOR MD | ||||||||||||||
| NEUROSURGERY | $1,616,147 | $0 | $726,300 | $0 | $279,529 | $0 | $26,100 | $0 | $30,369 | $0 | $2,678,445 | $0 | $0 | $0 |
| JESSE TAYLOR MD | ||||||||||||||
| CHOP - PLASTIC SURGERY | $1,443,068 | $0 | $0 | $0 | $723,967 | $0 | $26,100 | $0 | $24,585 | $0 | $2,217,720 | $0 | $0 | $0 |
| JOSEPH ST GEME MD | ||||||||||||||
| CHOP - INFECTIOUS DISEASES | $612,979 | $0 | $0 | $0 | $1,622,295 | $0 | $26,100 | $0 | $9,664 | $0 | $2,271,038 | $0 | $153,738 | $0 |
| N SCOTT ADZICK MD | ||||||||||||||
| CHOP - SURGERY | $1,181,673 | $0 | $0 | $0 | $1,911,735 | $0 | $26,100 | $0 | $19,013 | $0 | $3,138,521 | $0 | $249,801 | $0 |
| PHILLIP B STORM MD | ||||||||||||||
| CHOP - NEUROSURGERY | $1,691,096 | $0 | $0 | $0 | $401,736 | $0 | $26,100 | $0 | $24,125 | $0 | $2,143,057 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | DETAIL OF ADDITIONAL BENEFITS FIRST CLASS OR CHARTER TRAVEL THE MODE OF AIR TRAVEL UTILIZED BY UNIVERSITY EMPLOYEES IS EXPECTED TO BE THE LEAST COSTLY OPTION, CONSISTENT WITH THE ITINERARY AND PARTICULAR UNIVERSITY BUSINESS PURPOSE INVOLVED. ON FEDERALLY FUNDED PROJECTS, COMPLIANCE WITH THE FLY AMERICA ACT TAKES PRECEDENCE OVER CHOOSING A LESS EXPENSIVE FOREIGN CARRIER. IN CERTAIN LIMITED CIRCUMSTANCES, CERTAIN INDIVIDUALS MAY TRAVEL FIRST CLASS. ANY FIRST CLASS EXCEPTIONS TO THE UNIVERSITY'S POLICY ARE SUBJECT TO APPROPRIATE REVIEW AND APPROVAL. TRAVEL FOR COMPANIONS TRAVEL EXPENSES OF A SPOUSE (OR DEPENDENT) MAY BE PROVIDED BY THE UNIVERSITY AS A REGULAR BUSINESS EXPENSE ONLY IF THE TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. FURTHER, TRAVEL EXPENSES FOR SPOUSES AND DEPENDENTS ARE ALLOWABLE DURING THE INTERVIEW PROCESS PRIOR TO AN EMPLOYMENT OFFER, SINCE EMPLOYMENT IS CONSIDERED A FAMILY DECISION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES WITH APPROPRIATE APPROVAL. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP TO BE USED BY THE PRESIDENT IN CONNECTION WITH HER DUTIES. THE PRESIDENT IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. -------------------- |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNT WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - NO DISTRIBUTION COOPER, JEFFREY - NO DISTRIBUTION HEUER, JACK - NO DISTRIBUTION LEWIS, TREVOR - NO DISTRIBUTION LOPEZ, STACEY - NO DISTRIBUTION MACCARTHY, STEPHEN J. - NO DISTRIBUTION MCCOURT, MARYFRANCES - NO DISTRIBUTION MITCHELL, JOANN - NO DISTRIBUTION MURPHY, THOMAS - NO DISTRIBUTION NARVEKAR, MEDHA - NO DISTRIBUTION PAPAGEORGE, ANNE - NO DISTRIBUTION PELLICANO, GREGORY - NO DISTRIBUTION PRITCHETT, WENDELL - NO DISTRIBUTION ROST, GREGORY - NO DISTRIBUTION RUSH, MAUREEN - NO DISTRIBUTION WHITE, WENDY S. - NO DISTRIBUTION WITT, MARIE - NO DISTRIBUTION ZELLER, JOHN - NO DISTRIBUTION IN ADDITION, THE FOLLOWING INDIVIDUAL LISTED ON FORM 990, PART VII, SECTION A, LINE 1A HAS A VESTED BALANCE IN THE SERP WHICH WILL BE RECEIVED UPON SEPARATION: CARNAROLI, CRAIG -------------------- THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ALSO MAINTAINS ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLANS FOR SENIOR EXECUTIVES AS A RETENTION TO THEIR COMMITMENT TO THE UNIVERSITY OF PENNSYLVANIA. CONTRIBUTIONS ARE MADE ANNUALLY AT THE SOLE DISCRETION OF THE UNIVERSITY AS LONG AS THE INDIVIDUAL IS AN ACTIVE EMPLOYEE. VESTING IN THESE ACCOUNTS OCCURS AFTER EACH THREE YEAR PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE THE BALANCE OF THE VESTED SERP ACCOUNT (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES). PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - $2,612,500 CARNAROLI, CRAIG - $548,683 GUTMAN, AMY - $5,214,062 JAMESON, J. LARRY - $810,705 -------------------- THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: CUNNINGHAM, REGINA - $179,462 DRISCOLL, DEBORAH A., MD - NO DISTRIBUTION DUCKETT, DWAINE - NO DISTRIBUTION JOHNSTON, ELIZABETH B. - $201,543 KASPER, KEITH - $199,527 MAHONEY, KEVIN - $230,330 OKALA, PHILIP - $242,318 QUINN, PETER D. - NO DISTRIBUTION -------------------- THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: ST. GEME, JOSEPH, MD - $4,947 -------------------- |
| SCHEDULE J, PART I, LINE 7 | PROVISION OF NON-FIXED PAYMENTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON, AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 4958, ARE APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. -------------------- |
| SCHEDULE J, PART II | ADDITIONAL DETAIL REGARDING OTHER REPORTABLE COMPENSATION REPORTED FOR DR. AMY GUTMANN DR. GUTMANN BEGAN HER APPOINTMENT AT PENN IN JULY OF 2004 AND SERVED AS PENN PRESIDENT FOR 18 YEARS. HER EMPLOYMENT AGREEMENT PROVIDED FOR DEFERRED COMPENSATION AND SUPPLEMENTAL RETIREMENT CONTRIBUTIONS. THIS EMPLOYMENT AGREEMENT WAS APPROVED BY THE TRUSTEES COMPENSATION COMMITTEE WITH THE ASSISTANCE OF A THIRD-PARTY COMPENSATION CONSULTANT. THE DEFERRED COMPENSATION WAS SUBJECT TO THE "SUBSTANTIAL RISK OF FORFEITURE" MEANING THAT THE PRESIDENT WAS AT RISK OF LOSING THESE DEFERRED AMOUNTS IF SHE DID NOT MEET THE GOALS AND MILESTONES AGREED TO BY THE TRUSTEE CHAIR AND PRESIDENT DURING HER PRESIDENCY (2004 TO 2022). THE AMOUNTS AWARDED TO HER ANNUALLY UNDER THESE AGREEMENTS WERE IN RECOGNITION OF DR. GUTMANN'S OUTSTANDING SERVICE AS PENN'S PRESIDENT, AS WELL AS FOR RETENTION PURPOSES. (SEE https://rb.gy/jw55p P. 44-45). ALL OF THESE DEFERRALS WERE REPORTED ON THE FORM 990 IN SCHEDULE J, PART II, COLUMN (C)-DEFERRED COMPENSATION, IN EACH YEAR THEY WERE GRANTED. THE TOTAL AMOUNT OF COMPENSATION DEFERRED ACROSS THOSE 18 YEARS WAS $7,683,321, AS IS REPORTED IN SCHEDULE J, PART II, COLUMN (F). UNDER THE TERMS OF THE AGREEMENTS, THE DEFERRED AMOUNTS WERE INVESTED AND HAVE GROWN ABOVE THE AMOUNT PREVIOUSLY REPORTED TO THE AMOUNT OF $20,133,490 (REPORTED ON SCHEDULE J, PART II, COLUMN B(III)). -------------------- |
| SCHEDULE J, PART II | ADDITIONAL DETAIL REGARDING CERTAIN COMPENSATION REPORTED N. SCOTT ADZICK, MD, JOSEPH ST. GEME, MD, PHILLIP B. STORM, MD, AND JESSE TAYLOR, MD, ALL HOLD ACADEMIC APPOINTMENTS AT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") WHILE PERFORMING CLINICAL PRACTICE DUTIES AT A NEARBY, UNRELATED, THIRD PARTY, CHILDREN'S HOSPITAL (THE "THIRD PARTY HOSPITAL"). FOR ADMINISTRATIVE SIMPLICITY PURPOSES, THE UNIVERSITY PROVIDES THE PAYROLL FUNCTION FOR BOTH PORTIONS OF THESE PHYSICIANS' SALARIES. THE THIRD PARTY HOSPITAL THEN REIMBURSES THE UNIVERSITY FOR THE CLINICAL PORTIONS OF THE PHYSICIANS' SALARIES. -------------------- |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015 | ||||||||
| A | 222243852 | 70917SPV9 | 2015-04-16 | $423,474,654 | REFUND2005A,C;2009A,B,C;2010;2011A | false | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016 | ||||||||
| B | 222243852 | 70917SWG4 | 2016-04-28 | $187,067,793 | ADVANCE REFUNDING OF MULT. BONDS | false | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2017 | ||||||||
| C | 222243852 | 70917SDS9 | 2017-01-19 | $200,857,522 | RENOVATIONS OF VARIOUS BLDGS | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- SERIES A 2018 | ||||||||
| D | 222243852 | 70917S4A8 | 2018-10-17 | $200,829,171 | VARIOUS CAPITAL PROJECTS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $218,930,575 | $0 | $428,357,536 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $428,357,536 | $0 | 2015 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $57,962,406 | $0 | $190,063,629 | $0 | $0 | $0 | $1,203,672 | $0 | $0 | $0 | $188,859,957 | $0 | 2016 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $6,062,159 | $0 | $200,857,522 | $0 | $0 | $0 | $857,522 | $0 | $0 | $0 | $200,000,000 | $0 | 2017 | false | false | Yes (true) | Yes (true) |
| D | $9,870,652 | $0 | $200,829,171 | $0 | $0 | $0 | $829,171 | $0 | $0 | $0 | $200,000,000 | $0 | 2018 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00001 | 0.00022 | 0.00023 | false | false | 0.00000 | false | Yes (true) |
| B | false | Yes (true) | false | false | 0.00130 | 0.00529 | 0.00659 | false | false | 0.00000 | false | Yes (true) | |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) | |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES | FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2022 INCLUDES $4,882,882 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2022 INCLUDES $2,995,836 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2022 INCLUDES $27,570 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2022 INCLUDES $1,512,625 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2022 INCLUDES $11,659,409 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2022 INCLUDES $613,600 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2017, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2022 INCLUDES $2,637,385 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2019, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2022 INCLUDES $298,036 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2022 INCLUDES $42 OF INVESTMENT EARNINGS. ------------------ |
| TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PRIVATE BUSINESS USE PERCENTAGES | FORM 990, SCHEDULE K, PART III FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2018, SERIES A 2017, UPHS SERIES B 2021, UPHS SERIES A 2021, UPHS SERIES A 2019, UPHS SERIES A 2017, UPHS SERIES C 2016, UPHS SERIES A&B 2016 (NEW-MONEY PORTION ONLY), UPHS SERIES 2015 (NEW-MONEY PORTION ONLY), UPHS SERIES A 2012, AND UPHS SERIES A 2008, THE UNIVERSITY HAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME. AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND PROCEEDS ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5. ------------------ |
| TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS | FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL OF UPHS WAS $15,483,147 AS OF JUNE 30, 2022. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2015 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $37,976,545 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2022. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), AND LANCASTER GENERAL HOSPITAL (EIN 23-1365353), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $2,677,387 FOR PRESBYTERIAN MEDICAL CENTER, $31,553,718 FOR PENNSYLVANIA HOSPITAL OF UPHS, AND $160,066,708 FOR LANCASTER GENERAL HOSPITAL AS OF JUNE 30, 2022. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES C 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $13,771,858 FOR PRESBYTERIAN MEDICAL CENTER AND $13,771,860 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2022. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2021 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), AND TO CHESTER COUNTY HOSPITAL (EIN 23-0469150), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $3,966,203 FOR PENNSYLVANIA HOSPITAL OF UPHS, $14,873,260 FOR PRESBYTERIAN MEDICAL CENTER, AND $49,577,532 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2022. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES B 2021 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES B 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $18,756,005 FOR PRESBYTERIAN MEDICAL CENTER AND $25,008,007 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2022. ------------------ |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON COUNTY AUTHORITY - SERIES OF 2004 | ||||||||
| A | 222243852 | 938591BF0 | 2004-05-27 | $62,500,000 | REDEEM 1985 BONDS | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2008 | ||||||||
| B | 222243852 | 70917RPY5 | 2008-04-16 | $105,805,000 | REFUND PHX 2002; CAPITAL PROJECT | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2012 | ||||||||
| C | 222243852 | 70917R5B7 | 2012-05-02 | $149,995,567 | EXPANSION/FACILITY ENHANCEMENT | Yes (true) | false | false |
| PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES 2015 | ||||||||
| D | 222243852 | 70917SSJ3 | 2015-07-19 | $398,010,258 | ADV/CUR REFUND; VAR CAP PROJECTS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $18,800,000 | $0 | $62,500,000 | $0 | $0 | $0 | $465,649 | $0 | $0 | $0 | $62,034,351 | $0 | 2004 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $35,810,000 | $0 | $105,805,000 | $0 | $0 | $0 | $786,485 | $79,656 | $0 | $81,538,099 | $23,400,760 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $141,690,567 | $124,205,424 | $150,023,137 | $0 | $0 | $0 | $1,006,804 | $0 | $0 | $0 | $149,016,333 | $0 | 2013 | false | false | Yes (true) | Yes (true) |
| D | $174,116,530 | $0 | $399,522,883 | $0 | $0 | $0 | $2,275,487 | $0 | $0 | $150,000,000 | $247,247,346 | $0 | 2015 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||||||
| B | 0.00000 | false | false | false | false | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) | ||
| C | 0.00000 | false | false | false | false | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) | ||
| D | 0.00189 | false | Yes (true) | Yes (true) | Yes (true) | 0.00015 | 0.00204 | false | false | 0.00000 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES AB 2016 | ||||||||
| A | 222243852 | 514045M75 | 2016-04-07 | $346,410,442 | ADV. REFUND; VARIOUS CAP. PROJECTS | false | false | false |
| PA HIGHER ED FACILITIES-UPHS SERIES C 2016 | ||||||||
| B | 222243852 | 70917SYU1 | 2017-01-17 | $151,191,978 | ADV. REFUNDING OF UPHS 2011A | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2017 | ||||||||
| C | 222243852 | 709175587 | 2017-12-31 | $443,182,248 | BUILDING AND STRUCTURES | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2019 | ||||||||
| D | 222243852 | 70917S6Z1 | 2019-12-05 | $600,000,239 | REFUND TAXABLE BOND & NEW MONEY | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $52,243,601 | $0 | $358,069,851 | $0 | $0 | $0 | $2,769,452 | $0 | $0 | $147,000,000 | $208,300,399 | $0 | 2018 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $9,909,195 | $0 | $151,805,578 | $0 | $0 | $0 | $1,186,726 | $0 | $0 | $0 | $150,618,852 | $0 | 2016 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $8,984,874 | $0 | $445,819,633 | $0 | $0 | $0 | $2,341,079 | $0 | $0 | $301,867,554 | $141,611,000 | $0 | 2018 | false | false | Yes (true) | Yes (true) |
| D | $8,154,053 | $0 | $600,298,275 | $0 | $0 | $0 | $2,986,361 | $0 | $0 | $532,486,718 | $64,825,134 | $62 | 2021 | false | Yes (true) | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | 0.00017 | 0.00000 | 0.00018 | false | false | 0.00000 | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2021 | ||||||||
| A | 222243852 | 70917TCC3 | 2021-04-13 | $100,576,074 | CURRENT REFUNDING OF UPHS SERIES A | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES B 2021 | ||||||||
| B | 222243852 | 70917TCY5 | 2022-05-18 | $125,909,921 | REFUND UPHS SERIES 2014 & 2012 BON | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $869,044 | $0 | $100,576,116 | $0 | $0 | $0 | $576,074 | $0 | $0 | $0 | $99,945,235 | $3,194 | 2021 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $96,039 | $0 | $125,909,921 | $0 | $0 | $124,205,424 | $772,682 | $0 | $0 | $0 | $931,815 | $0 | 2022 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 0.00000 | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd | No Rebate DueNoRebateDueInd |
|---|---|---|---|---|---|---|---|---|---|
| 0 | |||||||||
| A | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) | |
| 0 | |||||||||
| B | false | Yes (true) | false | false | 0 | false | Yes (true) | Yes (true) | |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (3 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DR AMY GUTMANN | |||||||
| PRESIDENT, THRU 3/22 | SPECIAL EMPLOYEE LN | Yes (X) | $3,700,000 | $3,714,060 | false | Yes (true) | Yes (true) |
| PAM GROSSMAN | |||||||
| DEAN | SPECIAL MORTGAGE LN | Yes (X) | $150,000 | $11,667 | false | Yes (true) | Yes (true) |
| ANTONIA M VILLARUEL | |||||||
| DEAN | SPECIAL MORTGAGE LN | Yes (X) | $150,000 | $1,786 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $3,727,513 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART III | GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF THE UNIVERSITY MAY RECEIVE TUITION ASSISTANCE FROM THE ORGANIZATION. THE AMOUNT OF SUCH ASSISTANCE HAS BEEN ACCOUNTED FOR AS A COMPONENT OF OVERALL COMPENSATION REPORTED FOR EACH APPLICABLE OFFICER/KEY EMPLOYEE ON FORM 990, PART VII. AS A RESULT, PURSUANT TO THE FORM 990, SCHEDULE L INSTRUCTIONS, SUCH AMOUNTS HAVE NOT BEEN ALSO REPORTED ON SCHEDULE L, PART III. -------------------- |
| SCHEDULE L, PART IV | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. FOR THE YEAR ENDED JUNE 30, 2022, NO TRANSACTIONS WERE IDENTIFIED THAT WERE REQUIRED TO BE DISCLOSED ON FORM 990, SCHEDULE L, PART IV. -------------------- |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 33 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,835,474 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $15,011 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 623 | ContributionCnt |
| Noncash Contributions Rpt F990 | $10,014,750 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DONATED EQUIPMENT | 9 | $1,781,499 | FMV |
| Yes (X) | OTHER GIFTS | 110 | $3,581,672 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M,PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | UTILIZATION OF THIRD PARTIES FOR SALES IN RARE INSTANCES WHERE NON-RARE, DUPLICATE, DONATIONS OF ART, HISTORICAL ASSETS OR OTHER SIMILAR ASSETS ARE RECEIVED, SUCH ITEMS MAY BE SENT TO A NON-PROFIT VENDOR FOR RESALE. THE UNIVERSITY WILL THEN RECEIVE A PORTION OF THE SALES PRICE. THIS ACTIVITY IS TYPICALLY VERY MINOR AND GENERATES LESS THAN $2,000 PER YEAR. THE UNIVERSITY RECORDS ANY CRYPTOCURRENCY CONTRIBUTIONS AS A COMPONENT OF SECURITIES FOR ACCOUNTING PURPOSES. THE UNIVERSITY TYPICALLY UTILIZES A THIRD-PARTY SERVICE TO INITIATE THE IMMEDIATE SALE OF ANY CRYPTOCURRENCY CONTRIBUTIONS RECEIVED. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (27 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A &4B | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THE UNIVERSITY OF PENNSYLVANIA ("PENN"UNIVERSITY") IS ONE OF THE OLDEST UNIVERSITIES IN THE UNITED STATES. IT TRACES ITS ORIGINS BACK TO A CHARITY SCHOOL FOUNDED IN 1740, WAS CHARTERED AS A COLLEGE IN 1755, AND ON MAY 17, 1757, HELD ITS FIRST COMMENCEMENT, GRADUATING A CLASS OF SEVEN STUDENTS. FROM THESE EARLY AND MODEST BEGINNINGS, PENN HAS GROWN INTO ONE OF THE LEADING RESEARCH AND EDUCATIONAL INSTITUTIONS IN THE UNITED STATES AND IN THE WORLD. PUBLIC SERVICE IS A TOP INSTITUTIONAL PRIORITY FOR PENN. AS SUCH, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY IN-PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. THE UNIVERSITY IS HOME TO THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY, THE INSTITUTE FOR CONTEMPORARY ART, AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, ALL OF WHICH CONTRIBUTE VITALLY TO ENRICHING THE CULTURAL LIFE OF PHILADELPHIA. IN ADDITION, THE UNIVERSITY IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS ITS HOME, WHILE MAKING IMPORTANT CONTRIBUTIONS TO THE QUALITY OF LIFE ACROSS THE CITY OF PHILADELPHIA. I. EDUCATION PENN'S FIRM BELIEF THAT EXCELLENCE AND DIVERSITY GO HAND-IN-HAND IS EVIDENCED BY FY 2022'S CONCOMITANT INCREASES IN ADMISSIONS SELECTIVITY AND CAMPUS MULTICULTURALISM. OF 54,588 STUDENTS WHO APPLIED FOR THE CLASS OF 2026, ONLY 3,549, OR 6.5 PERCENT, WERE OFFERED ADMISSION. FIFTY-FOUR PERCENT OF THE ADMITTED CLASS IS FEMALE, AND 46 PERCENT IS MALE. THIS EXCEPTIONAL CLASS HAS, AT THE SAME TIME, CONTRIBUTED TO PENN'S ONGOING GROWTH IN DIVERSITY: AMONG UNITED STATES CITIZENS AND PERMANENT RESIDENTS AT PENN, 55 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR, UP FROM 51 PERCENT THE YEAR BEFORE. EIGHTEEN PERCENT OF ENROLLED STUDENTS IN THE CLASS OF 2026 IDENTIFY AS FIRST-GENERATION COLLEGE STUDENTS. OF THE 11 PERCENT OF INTERNATIONAL STUDENTS ENROLLED IN THE CLASS OF 2026, 12 PERCENT WERE FROM AFRICA, 42 PERCENT FROM ASIA, 3 PERCENT FROM AUSTRALIA AND THE PACIFIC, 15 PERCENT FROM CANADA AND MEXICO, 8 PERCENT FROM CENTRAL AND SOUTH AMERICA AND THE CARIBBEAN, AND 19 PERCENT FROM EUROPE. THIS PROGRESS CAN BE DIRECTLY ATTRIBUTED TO THE UNIVERSITY'S CONTINUED COMMITMENT TO INCREASING ACCESS THROUGH GRANT-BASED AID PACKAGES THAT MEET THE FULL FINANCIAL NEED OF UNDERGRADUATES, EXPANDING THE PENN WORLD SCHOLARS PROGRAM, AND STRENGTHENING GRADUATE AND PROFESSIONAL FINANCIAL AID AND SUPPORT, SUCH AS THROUGH THE WELLNESS AT PENN AND OFFICE FOR PENN FIRST PLUS STUDENTS, WHICH SUPPORTS FIRST-GENERATION STUDENTS WITH SUBSTANTIAL FINANCIAL NEED TO THRIVE AND GRADUATE ON TIME. PENN IS THE NATION'S LARGEST UNIVERSITY WITH A PROGRAM THAT ENABLES DEPENDENT UNDERGRADUATES ELIGIBLE FOR AID TO RECEIVE GRANT-BASED FINANCIAL AID PACKAGES FOR EIGHT ACADEMIC SEMESTERS. PENN'S AID PROGRAM DEMONSTRATES THE UNIVERSITY'S COMMITMENT TO INCREASE ACCESS FOR QUALIFIED STUDENTS FROM ALL ECONOMIC BACKGROUNDS. IN FY 2022, THE AVERAGE FRESHMAN AID PACKAGE WAS $62,590. THIS REPRESENTS A 14.5% INCREASE FROM FY 2021, DURING WHICH THE COST OF ATTENDANCE WAS LOWER THAN USUAL AS A RESULT OF THE CONTINUATION OF REMOTE LEARNING THROUGH FALL 2020. SINCE FY 2008, WHEN PENN BEGAN ITS GRANT-BASED FINANCIAL AID POLICY, THE AVERAGE FRESHMAN AID PACKAGE HAS INCREASED BY 110 PERCENT. RANKED NO. 7 AMONG ALL NATIONAL UNIVERSITIES BY U.S. NEWS & WORLD REPORT, PENN IS CONSISTENTLY RECOGNIZED FOR HAVING SOME OF THE TOP ACADEMIC PROGRAMS IN THE COUNTRY. PENN'S UNDERGRADUATE BUSINESS PROGRAM IS RANKED NO. 1 NATIONALLY, WHILE PENN'S MEDICAL SCHOOL AND GRADUATE PROGRAMS IN BUSINESS AND NURSING ARE CONSISTENTLY RANKED IN THE TOP SIX NATIONWIDE. THE PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA HAS BEEN RANKED AMONG THE TOP MEDICAL SCHOOLS IN THE UNITED STATES FOR THE PAST 20 YEARS, ACCORDING TO U.S. NEWS & WORLD REPORT'S SURVEY OF RESEARCH-ORIENTED MEDICAL SCHOOLS. IN FY2022, PENN RECEIVED $668.8 MILLION IN FUNDING FROM THE NATIONAL INSTITUTES OF HEALTH (NIH). OF THE $668.8 MILLION, THE PERELMAN SCHOOL OF MEDICINE RECEIVED $559 MILLION. THE SCHOOL IS CONSISTENTLY AMONG THE NATION'S TOP RECIPIENTS OF FUNDING FROM NIH. II. RESEARCH WITH MORE THAN $1.282 BILLION IN ANNUAL R&D EXPENDITURES, PENN IS ONE OF THE NATION'S TOP RESEARCH UNIVERSITIES, GENERATING IMPORTANT NEW KNOWLEDGE IN THE FIELDS OF MEDICINE, TECHNOLOGY, BUSINESS, SCIENCE, ARTS AND CULTURE, AND APPLYING THIS KNOWLEDGE TO IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES AT HOME AND AROUND THE WORLD. REUTERS EVEN NAMED PENN AMONG THE TOP FOUR "WORLD'S MOST INNOVATIVE UNIVERSITIES." IN OCTOBER 2021, PENN MEDICINE OPENED THE 1.5-MILLION-SQUARE-FOOT PENN PAVILION, ONE OF THE LARGEST HOSPITAL PROJECTS IN THE NATION AND THE RESULT OF A LONG, RESEARCH-DRIVEN DESIGN PROCESS THAT FOCUSED ON PATIENT CARE AND WORKED WITH PATIENT AND FAMILY ADVOCATES. WORKDAYS WERE SIMULATED AND DOCUMENTED USING GOPRO VIDEO CAMERAS TO INFORM DESIGN DECISIONS. PATIENT ROOMS ARE STATE-OF-THE-ART, WITH SMART-TECHNOLOGY FEATURES THAT CAN FROST WINDOWPANES FOR PRIVACY, A 75-INCH MONITOR THAT SERVES AS NOT JUST A TELEVISION BUT A DISPLAY FOR PHOTOS AND NAMES OF THE PATIENT'S CARE TEAM (ACTIVATED WHEN STAFF MEMBERS ENTER A ROOM), AND ROOM DESIGN THAT TAKES INTO ACCOUNT TRAFFIC FLOW TO REDUCE SLEEP DISTURBANCES AND INFECTION RISKS. PENN PRESIDENT AMY GUTMANN SAID AT THE TIME: "THIS NEW FACILITY, BUILT BY THOUGHTFUL DESIGN TO BOLDLY MEET WHATEVER CHALLENGES THE FUTURE BRINGS, WILL UNDOUBTEDLY TRANSFORM HEALTH CARE IN PHILADELPHIA AND SERVE AS A MODEL ACROSS THE WORLD." PENN MEDICINE ALSO CONTINUES TO BE A HUB FOR MRNA RESEARCH; TWO PENN SCIENTISTS RECEIVED A MULTITUDE OF HONORS FOR THEIR CONTRIBUTIONS TO MRNA RESEARCH THAT SERVED AS THE FOUNDATION FOR COVID-19 VACCINES MANUFACTURED BY PFIZER-BIONTECH AND MODERNA. THE WEISSMAN LAB EXAMINES THE POTENTIAL USE OF MRNA TECHNOLOGY TO TREAT CANCER AND GENETIC DISEASES, REDUCE ALLERGY RISKS FOR PEOPLE WITH PEANUT ALLERGIES, LOWER CHOLESTEROL LEVELS, STRENGTHEN HEART FUNCTION, AND REDUCE CONDITIONS RELATED TO NEURODEVELOPMENT DISORDERS. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | ON THE HEELS OF THE COVID-19 PANDEMIC, DURING WHICH THERE WAS AN ACUTE SHORTAGE OF PRIMARY CARE PROVIDERS, THE SCHOOL OF NURSING ANNOUNCED A NEW TUITION-FREE PROGRAM TO RECRUIT, TRAIN, AND DEPLOY NURSE PRACTITIONERS TO UNDERSERVED COMMUNITIES ACROSS THE U.S. TEN FELLOWS IN THE PROGRAM BEGAN IN FALL 2021, WITH ENROLLMENT EXPECTED TO GROW THROUGH 2026 TO A TARGET ENROLLMENT OF 40 FELLOWS. DEVELOPING THE 21ST CENTURY UNIVERSITY CAMPUS IS A TOP PRIORITY AT PENN. SEVERAL NEW BUILDINGS WERE ADDED TO CAMPUS AND THE COMMUNITY INCLUDING A REFURBISHED PENN BOAT HOUSE, AN HISTORIC BUILDING ON PHILADELPHIA'S BOAT HOUSE ROW, OPENED IN OCTOBER 2022. NEW TO CAMPUS IS BIOTECH COMMONS, A 21ST-CENTURY LIBRARY FACILITY WITH AN INTERDISCIPLINARY FOCUS PLANNED WITH INPUT FROM LIBRARY USERS, STAFF, RESEARCHERS, AND PENN MEDICINE AND PENN NURSING PARTNERS. FORMERLY THE BIOMEDICAL LIBRARY, IT FEATURES MOVABLE FURNITURE, EXPANDED 3D- AND POSTER-PRINTING SERVICES, A LASER CUTTER, WRITABLE TABLES, A MIXED REALITY LAB WHERE FACULTY AND STUDENTS CAN EXPERIMENT WITH VIRTUAL AND AUGMENTED REALITY, AND MORE. SEVERAL NEW PROJECTS ARE UNDER CONSTRUCTION INCLUDING: OTT INDOOR TRAINING CENTER, NEW WING TO THE GRADUATE SCHOOL OF EDUCATION, AMY GUTMANN HALL FOR DATA SCIENCE, VAGELOS LABORATORY FOR ENERGY SCIENCE AND TECHNOLOGY, A NEW MIXED USE COMMERCIAL DEVELOPMENT HOSTING PENN OFFICES AND A GROUND LEVEL RESTAURANT, AND A NEW RESEARCH LAB FOR THE PERELMAN SCHOOL OF MEDICINE. THE UNIVERSITY ALSO ANNOUNCED ITS SECOND COHORT OF AWARDEES FOR THE PROJECTS FOR PROGRESS PROJECT, COMMITTED TO SOCIAL JUSTICE AND ENGAGEMENT IN THE COMMUNITY. THREE TEAMS WERE AWARDED FUNDS TO ERADICATE OR REDUCE SYSTEMIC RACISM, ACHIEVE EDUCATIONAL EQUITY, OR REDUCE HEALTH DISPARITIES BASED ON RACE, GENDER, SEXUAL ORIENTATION, OR SOCIAL DETERMINANTS OF HEALTH. ONE TEAM, THE PUBLIC SCHOOLS AS EQUITY INFRASTRUCTURE STUDIO+, WILL SEE PENN FACULTY AND GRADUATE STUDENTS PARTNERING WITH TEENS AND TEACHERS IN PUBLIC SCHOOL TO WORK WITH EDUCATION ACTIVISTS AND COMMUNITY ORGANIZATIONS TO DESIGN AND IMPLEMENT PUBLIC SCHOOL CAMPUS UPGRADES THAT EMBODY A NEW SYSTEMWIDE VISION FOR SCHOOLS AS EQUITY INFRASTRUCTURE. ONE MEASURE OF EXCELLENCE FOR THE RESEARCH AND ACADEMIC STUDIES CONDUCTED AT PENN IS THE NUMEROUS PRESTIGIOUS AWARDS THAT HAVE BEEN CONFERRED ON PENN FACULTY. THE FACULTY, ACTIVE AND EMERITI, INCLUDES 106 MEMBERS OF THE AMERICAN ACADEMY OF ARTS AND SCIENCES, 124 MEMBERS OF THE NATIONAL ACADEMY OF MEDICINE, 51 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES, 35 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 181 GUGGENHEIM FELLOWS, AND 15 MEMBERS OF THE NATIONAL ACADEMY OF ENGINEERING. TEN MACARTHUR AWARD RECIPIENTS, ONE NATIONAL MEDAL OF SCIENCE RECIPIENT, ONE NOBEL PRIZE RECIPIENT, AND FOUR PULITZER PRIZE RECIPIENTS CALL PENN HOME. PENN'S RENOWNED RESEARCH COMMUNITY COMPRISES 182 RESEARCH CENTERS AND INSTITUTES, 5,093 FACULTY, MORE THAN 1,363 POSTDOCTORAL FELLOWS, 5,982 ACADEMIC SUPPORT STAFF AND GRADUATE STUDENT TRAINEES, AND A RESEARCH BUDGET OF $1.205 BILLION. RESEARCH GRANTS WON BY PENN FACULTY MAKE IT ONE OF THE HIGHEST RANKED RESEARCH UNIVERSITIES IN THE COUNTRY. III. PUBLIC SERVICE MISSION COMMUNITY INFRASTRUCTURE: PENN HAS CALLED WEST PHILADELPHIA HOME SINCE 1872, WHEN IT OPENED COLLEGE HALL, ITS FIRST BUILDING, AND SERVING THE COMMUNITY IS A TOP INSTITUTIONAL PRIORITY. THE UNIVERSITY REMAINS STRONGLY COMMITTED TO MAKING WEST PHILADELPHIA AN EVER MORE VIBRANT PLACE TO LIVE AND WORK. 2022 MARKED THE 16TH YEAR OF ACHIEVEMENT FOR THE CAMPUS DEVELOPMENT PLAN PENN CONNECTS, PENN CONNECTS 2.0, AND PENN CONNECTS 3.0 WHICH IS GUIDING THE CREATION OF AN INNOVATIVE, SUSTAINABLE, AND BEAUTIFUL URBAN CAMPUS THAT ENLIVENS WEST PHILADELPHIA. HTTP://WWW.PENNCONNECTS.UPENN.EDU/ SINCE 2006, PENN HAS ADDED 30 ACRES OF NEW OPEN SPACE, 8.8 MILLION SQUARE FEET OF NEW CONSTRUCTION, AND 3.6 MILLION SQUARE FEET OF RENOVATION, REPRESENTING A TOTAL COMMITMENT OF PUBLIC AND PRIVATE INVESTMENT OF $7 BILLION. THE EASTERN SIDE OF UNIVERSITY CITY, ONCE DOMINATED BY THE UNITED STATES POST OFFICE'S SOUTHEASTERN PENNSYLVANIA HEADQUARTERS-A 24-ACRE MIX OF MAIL PROCESSING AND TRANSPORTATION FACILITIES-HAS BEEN REVITALIZED BY PENN'S STRATEGIC ACQUISITION AND EXECUTION OF A GROUND LEASE STRATEGY. THIS LAND USE CONNECTS UNIVERSITY CITY TO PHILADELPHIA'S CENTER CITY (CENTRAL BUSINESS DISTRICT) AND ITS TRANSPORTATION HUB AT 30TH AND MARKET STREETS (AMTRAK'S STATION, SEPTA'S COMBINATION OF PUBLIC RAIL AND BUS TRANSIT, AND INTERSTATE 76). THE ELEMENTS OF THE PLAN INCLUDED REPLACING THE POST OFFICE'S SURFACE PARKING LOT AND TRUCK DEPOT WITH THE UNIVERSITY'S PENN PARK, WHICH OPENED IN THE FALL OF 2011; IT SERVES THE CAMPUS AND COMMUNITY AS A 24-ACRE OPEN SPACE AND MIX OF ATHLETIC FACILITIES THAT INTRODUCED BOTH A NEW GATEWAY TO UNIVERSITY CITY AND A NEW GREENWAY WITH ENVIRONMENTAL BENEFITS; IT HAS ADDED MORE THAN 500 NEW INDIGENOUS TREES AND PLANT LIFE AND CAPTURES AND REUSES STORM WATER TO MITIGATE RUNOFF INTO THE SCHUYLKILL RIVER. NORTH OF PENN PARK IS CIRA CENTRE SOUTH. ONCE THE POST OFFICE'S TRUCK TERMINAL ANNEX, THE UNIVERSITY LEASED THE LAND TO BRANDYWINE REALTY TRUST WHO PRIVATELY DEVELOPED IT INTO A THREE STRUCTURE COMPLEX INCLUDING: EVO, AN 850-BED GRADUATE STUDENT AND YOUNG PROFESSIONAL APARTMENT BUILDING; CIRA GREEN, A MIXED-USE BUILDING INCLUDING A 1,662 SPACE PARKING GARAGE, 9,000 SQUARE FEET OF STREET LEVEL RETAIL BUSINESSES, AND A ONE-ACRE ROOFTOP GREEN AND OPEN SPACE; AND FMC TOWER, A 49-STORY, 730-FOOT SKYSCRAPER AND GLOBAL HEADQUARTERS OF THE SPECIALTY CHEMICAL COMPANY, FMC CORPORATION. THE UNIVERSITY IS LEASING BACK FROM BRANDYWINE 125,000 SQUARE FEET FOR PENN ADMINISTRATIVE OFFICES. THE TOWER'S UPPER MOST FLOORS CONTAIN 260 LUXURY HOTEL SUITES AND A CONFERENCE CENTER TARGETED TO PROFESSIONALS AND OPERATED BY A THIRD-PARTY HOUSING SPECIALIST. THE STREET LEVEL LOBBY HOSTS A RESTAURANT. LEARN MORE ABOUT PENN CONNECTS INCLUDING PROJECT DETAILS AT HTTP://WWW.PENNCONNECTS.UPENN.EDU/ SOUTH OF PENN PARK, ACROSS THE RIVER IS THE 23-ACRE PENNOVATION WORKS PROPERTY, LESS THAN A MILE FROM PENN'S CAMPUS, WHICH IS ANCHORED BY THE PENNOVATION CENTER AND NEWLY OPENED LAB BUILDING. THE PENNOVATION CENTER, A BUSINESS INCUBATOR THAT PROVIDES LAB SPACE AND IS A HUB FOR COLLABORATION AND THE EXCHANGE OF IDEAS FOR INNOVATORS FROM ALL DISCIPLINES. PENN RESEARCHERS AND ENTREPRENEURS WORK WITH INDUSTRY PARTNERS TO SOLVE REAL WORLD PROBLEMS AND TRANSLATE DISCOVERIES INTO VIABLE VENTURES. BY GROUPING FACILITIES FOR INNOVATION AND TECHNOLOGICAL DEVELOPMENT, PENN ENVISIONS A MULTIFACETED WORKSHOP FOR HARNESSING AND COMMERCIALIZING THE TREMENDOUS CREATIVE RESEARCH POTENTIAL IN THE REGION. HTTPS://WWW.PENNOVATION.UPENN.EDU/ BEGINNING WITH THE 2016 COMPLETION OF THE PENNOVATION CENTER, CONTINUING WITH THE 2017 RENOVATION OF THE OFFICE BUILDING AND 2021 COMPLETION OF THE LAB BUILDING RENOVATION, PENNOVATION WORKS HAS GROWN TO A COMMUNITY OF OVER 70 COMPANIES. THE NEXT PHASE IN PENNOVATION'S DEVELOPMENT IS SET TO BEGIN AS LONGFELLOW REAL ESTATE PARTNERS, WITH A 75-YEAR GROUND LEASE, WILL DEVELOP AND OPERATE A 455,000 SQUARE FOOT LIFE SCIENCES FACILITY. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | ON THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S (UPHS) CAMPUS, CONSTRUCTION IS NOW COMPLETED OF THE PAVILION - A 1.5 MILLION SQUARE FOOT BUILDING HOUSING 500 PRIVATE PATIENT ROOMS AND 47 OPERATING ROOMS. THIS 17-STORY FACILITY IS LOCATED ACROSS THE STREET FROM THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA AND ADJACENT TO THE PERELMAN CENTER FOR ADVANCED MEDICINE, WHICH OPENED IN 2008 REPLACING WHAT WAS ONCE THE PHILADELPHIA CIVIC CENTER. THIS STATE-OF-THE-ART BUILDING INCLUDES ADAPTABLE PATIENT ROOMS THAT CAN FLEX BETWEEN INTENSIVE CARE AND A STANDARD ROOM AS PATIENTS RECOVER. THE PAVILION ALSO INCLUDES ENHANCED TECHNOLOGY AND RESEARCH THAT WILL FACILITATE AND IMPROVE CARE TEAM COLLABORATION. ADDITIONALLY, THE BUILDING EMBODIES PENN'S COMMITMENT TO THE ENVIRONMENT. THE PAVILION WAS DESIGNED TO BE ECO-FRIENDLY AND CONSTRUCTED WITH INNOVATIONS LIKE THE RE-USE OF WATER, 100 PERCENT OUTSIDE AIR, AND PARK-LIKE, OUTDOOR GREEN SPACE FOR PATIENTS, FAMILIES AND STAFF. THE STATE-OF-THE-ART PAVILION BETTER ENABLES UPHS TO CONTINUE ITS LONG-STANDING TRADITION OF PROVIDING HIGH QUALITY HEALTH CARE TO ITS COMMUNITY. HTTPS://WWW.PENNMEDICINE.ORG/FOR-PATIENTS-AND-VISITORS/PENN-MEDICINE-LOCAT IONS/HOSPITAL-OF-THE-UNIVERSITY-OF-PENNSYLVANIA/NEW-HOSPITAL-PAVILION ECONOMIC AND SOCIAL IMPACT: THE LATEST ECONOMIC IMPACT REPORT SHOWS THAT IN FY2020 PENN GENERATED $15.5 BILLION IN ECONOMIC ACTIVITY IN PHILADELPHIA, $20.5 BILLION WITHIN THE COMMONWEALTH OF PENNSYLVANIA, AND $21.5 BILLION IN THE SURROUNDING 11-COUNTY REGION OF GREATER PHILADELPHIA. THE REPORT INCLUDED THE UNIVERSITY'S CIVIC ENGAGEMENT FOR ITS SOCIAL IMPACT ON PHILADELPHIA, WHICH INCLUDED 344,000 HOURS SPENT ON CIVIC ENGAGEMENT BY PENN FACULTY, STAFF, AND STUDENTS, TOUCHING ROUGHLY 718,000 PHILADELPHIANS. WHILE PENN'S OPERATIONS HAVE A SIGNIFICANT ECONOMIC IMPACT ON THE CITY, REGION, AND STATE, IT IS PENN'S "SERVICE TO SOCIETY" (DESCRIBED HERE AS PENN'S CIVIC ENGAGEMENT) WHICH IS A DEEP ASPECT OF PENN'S ETHOS AND TIGHTLY BOUND TO THE CITY OF PHILADELPHIA. THE ACADEMIC THEME YEAR IN FY2022 WAS CIVIC ENGAGEMENT INSPIRING THE QUANTIFICATION OF PENN'S "SOCIAL IMPACT" IN PHILADELPHIA, WHICH REQUIRES COLLECTING AND ANALYZING DATA ABOUT OUR CIVIC ENGAGEMENT WHICH FALLS INTO FOUR BROAD CATEGORIES OF PUBLIC EDUCATION, PUBLIC HEALTH, COMMUNITY PARTNERSHIP AND ENGAGEMENT, AND QUALITY OF CIVIC LIFE. PENN DIRECTLY AND INDIRECTLY SUPPORTS 80,150 JOBS WITHIN THE LOCAL ECONOMY, WHICH EQUALS THE EQUIVALENT OF ONE IN EIGHT EMPLOYED PHILADELPHIANS (NOTE: THAT THE NUMBER OF EMPLOYED PHILADELPHIA RESIDENTS IS 639,500). THE $272 MILLION IN ANNUAL CITY TAX REVENUE GENERATED BY PENN EQUALS 6% OF THE CITY OF PHILADELPHIA'S GENERAL FUND, BASED UPON THE $4.8 BILLION IN REVENUE COLLECTED BY THE CITY IN FY2020. PUBLIC EDUCATION DURING FY2021, PENN ANNOUNCED THAT IT IS VOLUNTARILY CONTRIBUTING $100 MILLION TO THE SCHOOL DISTRICT OF PHILADELPHIA, OVER A PERIOD OF TEN YEARS, REPRESENTING AN UNPRECEDENTED COMMITMENT TO THE CITY AND ITS PUBLIC-SCHOOL CHILDREN. THIS IS THE LARGEST PRIVATE CONTRIBUTION TO THE SCHOOL DISTRICT IN ITS HISTORY. PENN'S $100 MILLION OVER 10 YEARS IS BEING USED TO REMEDIATE ENVIRONMENTAL HAZARDS, INCLUDING ASBESTOS AND LEAD IN PUBLIC SCHOOL BUILDINGS. THIS FUNDING IS HAVING AN IMMEDIATE IMPACT BY ENABLING THE DISTRICT TO ACCELERATE AND EXPAND THEIR RESPONSE TO ENVIRONMENTAL CONCERNS IN THE CITY'S PUBLIC SCHOOLS. PENN MAINTAINS HISTORIC TIES TO LOCAL ELEMENTARY SCHOOLS, THE SADIE TANNER MOSSEL ALEXANDER AND HENRY LEA SCHOOLS. PENN SUBSIDIZES PER PUPIL SPENDING FOR EACH K-8 SCHOOL BY DONATING NEARLY $1 MILLION PER SCHOOL ANNUALLY. IN ADDITION TO SUPPORT OF THE PUBLIC SCHOOLS, PENN'S ANNUAL SOCIAL IMPACT ON WEST PHILADELPHIA, DERIVED FROM ITS INVESTMENTS IN CIVIC ENGAGEMENT AS AN INSTITUTIONAL ETHOS, AGGREGATES TO $46 MILLION ANNUALLY. WITH $5 MILLION IN DIRECT MONETARY INVESTMENTS AND $41 MILLION IN-KIND CONTRIBUTIONS. 15,600 FACULTY, STUDENTS AND STAFF ENGAGE ANNUALLY WITH ABOUT 718,000 PHILADELPHIA RESIDENTS THROUGH INITIATIVES TO ENHANCE OUTCOMES IN EDUCATION, HEALTH, COMMUNITY DEVELOPMENT AND THE QUALITY OF LIFE OF PHILADELPHIA. HTTP://WWW.EVP.UPENN.EDU/PDF/FY-20-ECONOMIC-AND-SOCIAL-IMPACT.PDF ECONOMIC INCLUSION: PENN'S ECONOMIC INCLUSION INITIATIVES PROVIDE OPPORTUNITIES FOR LOCAL INDIVIDUALS AND BUSINESSES TO PARTICIPATE IN THE ECONOMIC ACTIVITY OF PHILADELPHIA'S LARGEST PRIVATE EMPLOYER. THREE COMPONENTS ARE AT THE CORE OF THE INITIATIVES: WORK FORCE PENN'S DIVISION OF HUMAN RESOURCES HAS HIRING PRACTICES AND PARTNERSHIPS THAT ENCOURAGE THE RECRUITMENT, RETENTION, AND DEVELOPMENT OF A COMMITTED AND DIVERSE WORKFORCE. OPERATING UNDER AN AFFIRMATIVE ACTION PLAN AND PRINCIPLES FOR FACULTY AND STAFF, PENN TRACKS THE COMPOSITION OF ITS WORKFORCE AND REGULARLY IDENTIFIED UNDER-REPRESENTED POPULATIONS FOR TARGETED RECRUITMENT EFFORTS AND SKILLS DEVELOPMENT OPPORTUNITIES. IN ADDITION, PENN RETAINS APPLEONE AS A PREFERRED PROVIDER OF TEMPORARY SERVICES AND HAS SINCE 2016. APPLEONE, THE LARGEST WOMAN- AND MINORITY-OWNED STAFFING AGENCY IN NORTH AMERICA, ACTIVELY RECRUITS TEMPORARY STAFF FROM THE LOCAL COMMUNITY. TO LEARN MORE ABOUT PENN'S WORKFORCE, VISIT HUMAN RESOURCES. HTTPS://WWW.HR.UPENN.EDU/ SUPPLIER DIVERSITY THE DIVISION OF BUSINESS SERVICES SUPPORTS PENN'S COMMITMENT TO ECONOMIC INCLUSION BY LEVERAGING UNIVERSITY PURCHASING POWER TO ENCOURAGE LOCAL BUSINESS GROWTH THAT AIDS BUSINESSES OWNED BY UNDER-REPRESENTED MINORITIES AND WOMEN. LAUNCHED IN 1986, BUSINESS SERVICES ALSO OPERATES THE LOCAL COMMUNITY BUSINESS PROGRAM, DESIGNED TO PURSUE BUSINESS OPPORTUNITIES FOR LOCAL COMMUNITY BUSINESSES. IN 2021, PENN RELAUNCHED THIS INITIATIVE UNDER THE NAME FUELING BUSINESS GROWTH TO INCREASE THE NUMBER OF UNDERREPRESENTED MINORITIES IT PARTNERS WITH AND TO INCREASE THE TOTAL AMOUNT IT SPENDS ON THESE SERVICES. TO LEARN MORE ABOUT PENN'S LOCAL PURCHASING INITIATIVES, VISIT FUELING BUSINESS GROWTH. HTTPS://SUPPLIER-DIVERSITY.BUSINESS-SERVICES.UPENN.EDU/ |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | CONSTRUCTION THE DIVISION OF FACILITIES AND REAL ESTATE SERVICES DIRECTS PENN'S CAPITAL PROJECTS, WHICH ARE ON AVERAGE $250 MILLION ANNUALLY. PENN ENCOURAGES ECONOMIC INCLUSION ON ALL CONSTRUCTION PROJECTS, WITH EXTENSIVE OPPORTUNITIES FOR LOCAL RESIDENTS, MINORITY-OWNED BUSINESSES, AND WOMEN-OWNED BUSINESS TO PARTICIPATE IN ITS MAJOR CAPITAL PROJECTS. PENN CONSTRUCTION POLICIES ARE THAT ON ANY BUILDING PROJECT OVER $5 MILLION, PENN ASPIRES TO HAVE 25% OF CONTRACTS AWARDED TO MINORITY AND WOMEN-OWNED COMPANIES AND 20% OF THE FIELD WORKFORCE TO CONSIST OF MINORITIES AND WOMEN. TO LEARN MORE ABOUT CONSTRUCTION OPPORTUNITIES, VISIT FACILITIES & REAL ESTATE. HTTPS://WWW.FACILITIES.UPENN.EDU/ SUSTAINABILITY: IN 2007, FORMER PENN PRESIDENT AMY GUTMANN SIGNED THE AMERICAN COLLEGE AND UNIVERSITY PRESIDENTS CLIMATE COMMITMENT (ACUPCC). THIS PLEDGE COMMITTED PENN TO DEVELOPING PLANS FOR SIGNIFICANT REDUCTIONS OF EMISSIONS OF CLIMATE-ALTERING GREENHOUSE GASSES. HTTPS://WWW.SUSTAINABILITY.UPENN.EDU/ PENN'S INITIAL CLIMATE ACTION PLAN (CAP) LAUNCHED IN 2009 AND IS REISSUED EVERY FIVE YEARS. IN OCTOBER OF 2019 PENN SUSTAINABILITY ISSUED THE THIRD ITERATION OF THE PLAN TITLED THE CLIMATE AND SUSTAINABILITY ACTION PLAN 3.0 (CSAP 3.0), ADDING SUSTAINABILITY TO THE TITLE OF THE PLAN. THE CSAP 3.0 DESCRIBES THE PROGRESS MADE TOWARDS THE CSAP 2.0 GOALS AND SETS NEW, CHALLENGING GOALS FOR MITIGATING CLIMATE IMPACTS, ADAPTING TO EMERGING ENVIRONMENTAL CONDITIONS, AND PREPARING OUR UNIVERSITY AND STUDENTS TO LEAD IN A RAPIDLY EVOLVING WORLD. BUILDING ON THE ACCOMPLISHMENTS OF GOALS OUTLINED IN THE 2009 TO 2014 PLANS, THE GOALS SET FORTH IN THE CSAP 3.0 WILL TEST THE INGENUITY OF THE CAMPUS COMMUNITY AS WE CONTINUE TO PRIORITIZE ENVIRONMENTAL HEALTH AND RESILIENCY. THE CSAP 3.0 IS ORGANIZED AROUND SEVEN INITIATIVES, EACH DEVELOPED BY AN ENVIRONMENTAL SUSTAINABILITY ADVISORY COMMITTEE (ESAC) SUBCOMMITTEE. BELOW ARE CAMPUS SUSTAINABILITY ACHIEVEMENTS AND CSAP 3.0 HIGHLIGHTS. A DOWNLOADABLE AND PRINTABLE COPY OF THE PENN CLIMATE AND SUSTAINABILITY ACTION PLAN 3.0 IS AVAILABLE ON THE PENN SUSTAINABILITY WEBSITE. SEE THE FULL CLIMATE AND SUSTAINABILITY ACTION PLAN ANNUAL REPORT FOR A FULL PROGRESS UPDATE. HTTPS://SUSTAINABILITY.UPENN.EDU/NEWS/PENN-PRESENTS-PROGRESS-CLIMATE-AND-S USTAINABILITY-ACTION-PLAN-30-FY22-ANNUAL-REPORT ACADEMICS: MISSION: . MAKE CLIMATE CHANGE AND SUSTAINABILITY PART OF THE CURRICULUM AND EDUCATIONAL EXPERIENCE AVAILABLE TO ALL STUDENTS, INCLUDING CLASSROOM INSTRUCTION, EXTRACURRICULAR EXPERIENCES, AND RESEARCH AND INTERNSHIP OPPORTUNITIES. . SUPPORT FACULTY TEACHING, LEARNING, RESEARCH, AND SCHOLARSHIP ON SUSTAINABILITY. . INFORM THE ENTIRE UNIVERSITY COMMUNITY OF THE PRINCIPLES OF SUSTAINABILITY AND ITS THREE KEY CONSTITUENT PILLARS: ENVIRONMENTAL PROTECTION, ECONOMIC PROSPERITY, AND EQUITABLE DISTRIBUTION OF RESOURCES. ACHIEVEMENTS: ACADEMIC SUSTAINABILITY INITIATIVES OVER THE PAST YEAR LAID THE FOUNDATION TO ELEVATE OPPORTUNITIES FOR STUDENTS AND FACULTY TO PARTICIPATE IN SUSTAINABILITY-RELATED CURRICULA. FACULTY MEMBERS ACROSS DISCIPLINES WORKED WITH STUDENTS TO ADDRESS SUSTAINABILITY LEARNING MORE COMPREHENSIVELY FOR EIGHT COURSES AS THEY PARTICIPATED IN PENN SUSTAINABILITY'S INTEGRATING SUSTAINABILITY ACROSS THE CURRICULUM (ISAC) PROGRAM. PENN SUSTAINABILITY ALSO PARTNERED WITH THE NETTER CENTER FOR COMMUNITY PARTNERSHIPS TO INCLUDE ACADEMICALLY-BASED COMMUNITY SERVICE (ABCS) COURSES INTO THE ISAC PROGRAM TO IMPROVE THEIR IMPACT IN THE COMMUNITY. THREE CIVIC SUSTAINABILITY FELLOWS WERE HIRED BY PENN SUSTAINABILITY FOR THE SUMMER OF 2022. THE FELLOWS WORKED WITH PARTNER ORGANIZATIONS INCLUDING THE PHILADELPHIA OFFICE OF SUSTAINABILITY, PHILADELPHIA ENERGY AUTHORITY, AND THE PHILADELPHIA SCHOOL DISTRICT TO SUPPORT THE CITY'S REGIONAL SUSTAINABILITY OBJECTIVES AND PROVIDE REAL-WORLD LEARNING OPPORTUNITIES TO PENN STUDENTS. THE ENVIRONMENTAL INNOVATIONS INITIATIVE (THE INITIATIVE) CREATED AN INTERNAL ADVISORY COMMITTEE. CO-DIRECTORS DESIGNED AND LAUNCHED PENN'S FIRST INTRODUCTORY COURSE TO CLIMATE CHANGE - "HUMANS AND THE EARTH SYSTEM: HOW IT WORKS, HOW WE GOT HERE, AND HOW TO SAVE OUR PLANET." THIS IS A 100-LEVEL COURSE INTENDED TO MEET STUDENT DEMANDS FOR AN INTRODUCTORY CLIMATE CHANGE COURSE. 4,695 STUDENTS ENROLLED IN SUSTAINABILITY RELATED COURSES IN THE 2021-2022 ACADEMIC YEAR. OF THESE COURSES, 2,041 STUDENTS PARTICIPATED IN SUSTAINABILITY-FOCUSED AND 3,742 STUDENTS PARTICIPATED IN SUSTAINABILITY-INCLUSIVE COURSES, AS DETERMINED BY AASHE. UTILITIES AND OPERATIONS: MISSION: TO REDUCE CAMPUS CARBON EMISSIONS AND THE COSTS ASSOCIATED WITH MAINTAINING CAMPUS OPERATIONS BY: . ADOPTING BEST PRACTICES IN ENERGY CONSERVATION THROUGH DESIGN, OPERATION, AND MAINTENANCE OF BOTH BUILDING INFRASTRUCTURE AND DISTRICT ENERGY SYSTEMS. . EXPLORING AND ADOPTING BEST PRACTICES FOR CAMPUS ENERGY PROCUREMENT. ACHIEVEMENTS: IN FY2022, PENN REDUCED OVERALL EMISSIONS BY 45% AND BUILDING-RELATED EMISSIONS BY 45% AS COMPARED TO THE 2009 BASELINE YEAR. CONSTRUCTION BEGAN ON THE SOLAR ENERGY PROJECT THAT IS PART OF PENN'S POWER PURCHASE AGREEMENT (PPA). TWO NEW SOLAR ENERGY FACILITIES WILL BE BUILT IN CENTRAL PENNSYLVANIA, FROM WHICH PENN WILL PURCHASE ALL OF THE ELECTRICITY PRODUCED - AN AMOUNT EQUAL TO APPROXIMATELY 70% OF THE TOTAL ELECTRICITY DEMAND OF THE ACADEMIC CAMPUS AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. PENN AVOIDED USING 28,472 MMBTU THROUGH ITS RETRO-COMMISSIONING EFFORTS IN FY2022, RESULTING IN $554,101 SAVINGS TO PENN. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | PHYSICAL ENVIRONMENT: MISSION: CREATE AND MAINTAIN A SUSTAINABLE CAMPUS BY INCREASING ECOLOGICALLY MANAGED GREEN SPACE, REDUCING BUILDING ENERGY CONSUMPTION, AND EXPANDING AWARENESS OF SUSTAINABLE DESIGN. ACHIEVEMENTS: FOR THE FIRST TIME, PENN DEVELOPED A CARBON FOOTPRINT FOR PENN'S REAL ESTATE PORTFOLIO WITH SUPPORT FROM THE CENTER FOR ENVIRONMENTAL BUILDING AND DESIGN (CEBD). FACILITIES AND REAL ESTATE SERVICES (FRES) OPERATIONS AND MAINTENANCE (O&M) UPDATED THEIR WORK ORDER PROCESS TO INTEGRATE PREVENTATIVE MAINTENANCE TO BETTER MAINTAIN STORMWATER INFRASTRUCTURE ON CAMPUS. PENN'S LANDSCAPE ARCHITECTURE AND O&M TEAMS IDENTIFIED A PRIORITY LIST OF PROJECTS WITHIN THE ECOLOGICAL LANDSCAPE STEWARDSHIP PLAN (ELSP) AND ARE IMPLEMENTING IT INTO DESIGN AND MANAGEMENT PROCESSES. WASTE MINIMIZATION AND RECYCLING: MISSION: INCREASE DIVERSION AND MINIMIZE SOLID WASTE THROUGH COMMUNITY EDUCATION, STRATEGIC PURCHASING, APPROPRIATE INFRASTRUCTURE, AND PROPER DISPOSAL, STRENGTHENED BY RELEVANT AND ACCURATE METRICS. ACHIEVEMENTS: PENN SUSTAINABILITY, IN PARTNERSHIP WITH URBAN PARK AND PENN HOUSEKEEPING, CREATED A WASTE PRECINCT MAP TO HELP BETTER UNDERSTAND AND DISSEMINATE BUILDING WASTE AND RECYCLING DATA TO IDENTIFY STRATEGIC OPPORTUNITIES FOR INCREASED DIVERSION. TRUCKS WITH SCALES HAVE BEEN OBTAINED TO START COLLECTING MONTHLY DATA FOR OPEN TOP TRASH AND RECYCLING DUMPSTERS. PENN SUSTAINABILITY RELEASED THE "LIFE OF PENN'S WASTE" INFOGRAPHIC TO SHOW HOW ALL TYPES OF PENN'S WASTE ARE RECYCLED, REUSED, AND DISPOSED. PENN SUSTAINABILITY PARTICIPATED IN THE CITY OF PHILADELPHIA SOLID WASTE AND RECYCLING ADVISORY COMMITTEE (SWRAC) MEETINGS AS WELL AS TWO WASTE WORKSHOPS. TRANSPORTATION: MISSION: . CONTINUE TO PRIORITIZE A PEDESTRIAN- AND BIKE-FRIENDLY CAMPUS. . ENCOURAGE THE USE OF LOCAL, ALTERNATIVE, AND LOW-CARBON TRANSPORTATION OPTIONS. . PROMOTE PEDESTRIAN AND CYCLIST SAFETY ON CAMPUS. ACHIEVEMENTS: PENN PUBLISHED A LOW-EMISSIONS VEHICLE PURCHASING GUIDE. THE GUIDE PROVIDES VEHICLE PURCHASERS AT PENN CLEAR GUIDANCE ON VEHICLE TYPES, AVAILABLE GRANTS, AND CHARGING STATION INFRASTRUCTURE. FOR THE FIRST TIME EVER, PENN TRANSPORTATION PURCHASED 4 ELECTRIC VEHICLES THAT WILL BE USED AS PASSENGER VANS IN THE COMING YEAR. THIS PURCHASE WILL SAVE MORE THAN 13 MTCDE REDUCTION PER VAN PER YEAR OR MORE THAN 53 MTCDE FOR THE 4-VAN ELECTRIC FLEET ANNUALLY. DURING FY2022, 123,925 INDEGO BIKE TRIPS STARTED AND ENDED AT THE 6 LOCATIONS ON OR NEAR PENN'S CAMPUS, COMPARED TO 75,515 TRIPS IN FY2021 AND 55,347 IN FY2020 WHEN THE STATIONS FIRST CAME ONLINE. THIS IS A 64% INCREASE IN OVERALL TRIPS STARTED AND ENDED, AS WELL AS A 26% INCREASE IN AVERAGE TRIPS ORIGINATING AND A 30% INCREASE IN AVERAGE TRIPS ENDING AT THESE LOCATIONS IN FY2022, COMPARED TO FY2020. PENN IS WORKING WITH INDEGO TO PLAN FOR FUTURE EXPANSION OF INDEGO STATIONS IN UNIVERSITY CITY. OUTREACH AND ENGAGEMENT: MISSION: CONTINUE TO HIGHLIGHT THE URGENCY OF GLOBAL ENVIRONMENTAL CONCERNS, WHILE BUILDING A HOLISTIC ON-CAMPUS CULTURE OF SUSTAINABILITY. ACHIEVEMENTS: PENN SUSTAINABILITY HOSTED EARTH WEEK FROM APRIL 18 - 23, 2022, WITH NEARLY 50 IN-PERSON, VIRTUAL, AND HANDS-ON EVENTS PLANNED BY STUDENTS, SCHOOLS AND CENTERS, AND PARTNER ORGANIZATIONS ON CAMPUS AND IN THE COMMUNITY. IN LIGHT OF HYBRID WORKING CONDITIONS, PENN SUSTAINABILITY LAUNCHED THE GREEN HYBRID OFFICE PROGRAM, WHICH HELPS PEOPLE MAKE THEIR HOME OFFICES MORE SUSTAINABLE. THE GREEN LABS PROGRAM HOSTED THE SECOND ANNUAL FREEZER CHALLENGE IN CONJUNCTION WITH THE INTERNATIONAL FREEZER CHALLENGE, WITH VAUGHAN LAB OF PENN VET WINNING FIRST PLACE. STUDENT ECO-REPS SUPPORTED GREEN LIVING DURING 2021/2022 ACADEMIC YEAR. 407 STUDENTS INTERACTED WITH, AND 288 COMPLETED, THE SURVEY DURING THAT ACADEMIC YEAR, THE HIGHEST LEVEL OF PARTICIPATION SINCE 2018. STUDENTS IDENTIFIED OPPORTUNITIES FOR TARGETED OUTREACH BASED ON RESULTS THAT LED TO A COMPOSTING 101 TRAINING FOR STUDENTS. PENN HOSTED ITS SECOND ANNUAL CLIMATE WEEK LED BY THE ENVIRONMENTAL INNOVATIONS INITIATIVE WITH SUPPORT FROM PENN SUSTAINABILITY. THE WEEK HOSTED 45 UNIQUE EVENTS WITH 28 ORGANIZATIONS AND OVER 1,700 PEOPLE PARTICIPATING. PENN WAS ALSO RANKED #6 IN DIVERSITY AND AFFORDABILITY IN THE 2021 AASHE SUSTAINABLE CAMPUS INDEX. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | PROCUREMENT: MISSION: . INCREASE AWARENESS AND ENABLE THE PROCUREMENT OF ENVIRONMENTALLY RESPONSIBLE PRODUCTS AND OPTIONS. . ENGAGE WITH SUPPLIERS AND CAMPUS PARTNERS TO REDUCE WASTE; AND TO IDENTIFY AND PROMOTE SUSTAINABLE SUPPLY CHAINS. ACHIEVEMENTS: AS OF JULY 1, 2022, PENN INTEGRATED AN ADDITIONAL FEE INTO TRAVEL BOOKING COSTS TO GENERATE FUNDING TO OFFSET PENN'S AIR TRAVEL CARBON EMISSIONS THROUGH PURCHASED OFFSETS. THE FEES GO TO THE TRAVEL SUSTAINABILITY FUND THAT INVESTS IN BEST-FIT SUSTAINABILITY PROJECTS TO FULLY OFFSET THE CARBON IMPACTS OF THE UNIVERSITY'S AIR TRAVEL. PENN COLLECTED $93,440 THROUGH A CLIMATE IMPACT OFFSET CHARGE (CLIO) AND WILL OFFSET THE 11,872 DOMESTIC AND INTERNATIONAL FLIGHTS TAKEN IN FY2022. PENN SUSTAINABILITY RELEASED A SCOPE 3 EMISSIONS REPORT TO BEGIN TO QUANTIFY EMISSIONS THAT ARE THE RESULT OF PURCHASED GOODS AND SERVICES BY THE UNIVERSITY. PENN PROCUREMENT PARTNERED WITH TERRACYCLE TO SUPPORT MASK AND GLOVE RECYCLING. IN FY2022, MORE THAN 31,500 MASKS AND 17,200 GLOVES WERE RECYCLED ON CAMPUS. THE UNIVERSITY ENCOURAGES ITS STUDENTS, FACULTY, STAFF, AND ALUMNI TO PARTICIPATE IN THE EXTENSIVE OUTREACH THAT SUPPORTS PHILADELPHIANS, WITH AN EMPHASIS ON THE LOCAL COMMUNITY SURROUNDING PENN, TO LEAD HEALTHY, GAINFUL LIVES. EACH YEAR, PENN PARTICIPATES IN SEVERAL JOB FAIRS AND OUTREACH PROGRAMS TO CREATE AWARENESS OF CAREER OPPORTUNITIES FOR UNDERSERVED POPULATIONS. THE DIVISION OF HUMAN RESOURCES, RECRUITMENT SERVICES & TALENT ACQUISITION TEAM COORDINATED EFFORTS WITH OUR TEMPORARY STAFFING PROVIDER, APPLEONE, TO ENSURE THAT WE ATTEND A WIDE RANGE OF JOB FAIRS AND COMMUNITY ACTIVITIES. THROUGH APPLEONE, PENN CONTINUED TO WORK WITH THE SURROUNDING COMMUNITY PROVIDING TRAINING ON THE USE OF VIDEO AND WEB CONFERENCING/INTERVIEWING. THIS INCLUDED MOCK VIRTUAL INTERVIEWING SESSIONS. SHARING INTERVIEWING TECHNIQUES HAS CONTRIBUTED TO THE EMPLOYMENT OF LOCAL RESIDENTS IN POSITIONS THROUGHOUT THE UNIVERSITY. PENN RECRUITMENT SERVICES TAKES PART IN MONTHLY FIRST THURSDAY COMMUNITY MEETINGS FOR WEST AND SOUTHWEST PHILADELPHIA RESIDENTS. FOLLOWING UP ON REQUESTS AND DESIRES FROM THE SURROUNDING COMMUNITY, JOB READINESS TRAINING, MOCK INTERVIEWS, AND ONE-ON-ONE COACHING ARE PROVIDED TO LOCAL RESIDENTS THROUGH OUR THIRD-PARTY VENDOR APPLEONE. PENN CONTINUES TO PARTICIPATE IN JOB FAIRS BOTH VIRTUALLY AND ONSITE. DURING FY2022, WE PARTICIPATED IN AN INCREASING NUMBER OF JOB FAIRS, SUCH AS THE PNGAS (PA NATIONAL GUARD FOUNDATION) VIRTUAL JOB FAIR, LIFE SCIENCE BIOTECH VIRTUAL CAREER FAIR, THE PHILADELPHIA WORKS GRAYS FERRY JOB FAIR, BLACKWELL LIBRARY MINI CURBSIDE JOB FAIR, THE WELCOMING CENTER IMMIGRANT CAREER FAIR, LUCIEN E. BLACKWELL/ WEST PHILADELPHIA REGIONAL LIBRARY, AND THE PHILADELPHIA DISTRICT ATTORNEY'S OFFICE JOB FAIR. PENN ALSO TOOK PART IN PA CAREERLINK EVENTS ACROSS PHILADELPHIA. PENN HOSTED A CAREER/JOB FAIR IN PARTNERSHIP WITH THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM AIMED AT DIVERSE CANDIDATES FOR POSITIONS RANGING FROM ENTRY TO MID-LEVEL. IN FY2022, PENN'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS SUPPORTED 78 ACADEMICALLY BASED COMMUNITY SERVICE COURSES, ENGAGING MORE THAN 1,800 PENN GRADUATE AND UNDERGRADUATE STUDENTS WITH COLLABORATIVE REAL-WORLD PROBLEM-SOLVING OPPORTUNITIES WITH LOCAL COMMUNITY PARTNERS. THESE COURSES WERE TAUGHT ACROSS 10 OF PENN'S 12 SCHOOLS. THE NETTER CENTER ALSO SUPPORTED 435 STUDENTS TO WORK WITH THE COMMUNITY THROUGH FEDERAL WORK-STUDY POSITIONS AND INTERNSHIPS, AS WELL AS OVER 300 REGULAR VOLUNTEERS. THE NETTER CENTER'S UNIVERSITY-ASSISTED COMMUNITY SCHOOL PROGRAMS FOCUS ON EIGHT PUBLIC SCHOOLS IN WEST PHILADELPHIA AND SERVE OVER 3,700 K-12 STUDENTS AND THEIR FAMILIES THROUGH SCHOOL-DAY PARTNERSHIPS, AFTER-SCHOOL AND SUMMER PROGRAMMING, AND EVENING PROGRAMS FOR ADULTS AND FAMILIES. THESE PARTNERSHIPS HAVE BEEN CREDITED WITH VISIBLE IMPROVEMENTS IN ACADEMIC PERFORMANCE, ATTENDANCE, AND STUDENT AND PARENTAL INVOLVEMENT. IN FY2022, NETTER CENTER COORDINATED PARTNERSHIPS WITH PENN MEDICINE, CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP), AND THE SCHOOL DISTRICT OF PHILADELPHIA TO PROVIDE ONGOING SCHOOL-BASED VACCINE OUTREACH AND CLINICS (WITH OVER 1,000 SHOTS GIVEN AT THE SCHOOLS). THE NETTER CENTER ALSO COLLABORATED WITH CHOP AND ITS HEALTHIER TOGETHER INITIATIVE TO DEVELOP A PLACE-BASED COMPREHENSIVE APPROACH TO SOCIAL, EMOTIONAL, AND MENTAL WELLNESS IN UNIVERSITY-ASSISTED COMMUNITY SCHOOLS THAT SUPPORTS STUDENTS, CAREGIVERS, AND STAFF; PROGRAMMING FOR COMEGYS, HAMILTON, AND LEA K-8 SCHOOLS INCLUDED GRIEF AND TRAUMA PEER SUPPORT GROUPS AND FAMILY EMPOWERMENT WORKSHOPS THROUGH A CONTRACT WITH UPLIFT CENTER FOR GRIEVING CHILDREN. HTTPS://WWW.NETTERCENTER.UPENN.EDU/ THE AGATSTON URBAN NUTRITION INITIATIVE (AUNI), A KEY COMPONENT OF THE NETTER CENTER'S UNIVERSITY-ASSISTED COMMUNITY SCHOOLS PROGRAM, WORKS TO IMPROVE COMMUNITY NUTRITION AND HEALTH BY DEVELOPING AND IMPLEMENTING A COMPREHENSIVE SET OF ACTIVITIES IN TARGETED NEIGHBORHOODS. AUNI SPECIFICALLY TARGETS OBESITY, POOR NUTRITION, AND RELATED DISEASES SUCH AS DIABETES. EACH YEAR, AUNI DELIVERS NUTRITION EDUCATION TO APPROXIMATELY 6,000 CHILDREN AND YOUTH IN 16 SCHOOLS, AS WELL AS PROVIDES NUTRITION LESSONS, PHYSICAL ACTIVITY, AND HANDS-ON COOKING WORKSHOPS IN 22 COMMUNITY SITES FOR ADULT COMMUNITY MEMBERS. NONPROFIT CONNECT IS A NETTER CENTER STUDENT-LED PROGRAM THAT WORKS CLOSELY WITH THE WHARTON UNDERGRADUATE DIVISION TO DEVELOP MUTUALLY BENEFICIAL PARTNERSHIPS BETWEEN PENN STUDENTS AND LOCAL NONPROFIT ORGANIZATIONS. FIRST PILOTED IN SUMMER 2020 IN RESPONSE TO NONPROFIT NEEDS IDENTIFIED DURING THE PANDEMIC, THE PROGRAM MOBILIZES UNIVERSITY RESOURCES, PARTICULARLY UNDERGRADUATE AND GRADUATE STUDENTS, TO OFFER GENERAL CONSULTING, ORGANIZATIONAL, AND ADMINISTRATIVE SUPPORT TO LOCAL NONPROFITS. IN 2021-2022, THE PROGRAM WAS EXPANDED TO ENGAGE WHARTON STUDENT PROJECT TEAMS TO WORK ON PRO BONO CONSULTING PROJECTS FOR LOCAL NON-PROFIT ORGANIZATIONS. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | APPROXIMATELY 35 PENN STUDENTS SUPPORTED 10 LOCAL NONPROFITS IN FY 2022. MANY OF THE PARTICIPATING ORGANIZATIONS ARE PAST PARTICIPANTS OF THE NETTER CENTER'S NONPROFIT INSTITUTE, A BIANNUAL EVENT HOSTED BY PENN VIPS (DESCRIBED BELOW) THAT PROVIDES FREE WORKSHOPS FOR MEMBERS OF LOCAL NONPROFITS AND FAITH-BASED COMMUNITIES OVER THE COURSE OF SIX DAYS; APPROXIMATELY 50 INDIVIDUALS PARTICIPATE ANNUALLY IN THE NONPROFIT INSTITUTE. ANOTHER ONE OF THE NETTER CENTER'S OUTREACH INITIATIVES IS PENN VIPS (VOLUNTEERS IN PUBLIC SERVICE). THIS INITIATIVE ENGAGES STAFF, FACULTY, AND ALUMNI VOLUNTEERS AND INCLUDES EACH YEAR: SEVEN NON-TUITION COLLEGE SCHOLARSHIPS AWARDED TO WEST PHILADELPHIA STUDENTS; THE ADOPTION OF 50-60 LOCAL FAMILIES FOR CHRISTMAS; DONATIONS OF APPROXIMATELY 1,000 GIFTS AND TOYS, 100 WINTER COATS, AND 600 NON-PERISHABLE FOOD ITEMS DURING THE HOLIDAYS, AS WELL AS SCHOOL SUPPLIES FOR APPROXIMATELY 6-12 LOCAL SCHOOLS AND ORGANIZATIONS. THROUGH PENN VIPS, PENN VOLUNTEERS ALSO MENTOR LOCAL MIDDLE SCHOOL CHILDREN TO PROVIDE EXPOSURE TO COLLEGE CAMPUSES, EXPLORE THE IMPORTANCE OF AN EDUCATION, AND HELP STUDENTS GAIN EXPOSURE TO A VARIETY OF CAREERS. PENN VIPS WORKS UNIVERSITY-WIDE TO SHARE UNIVERSITY EXCESS OFFICE SUPPLIES, FURNITURE, AND COMPUTERS, WITH NEIGHBORHOOD GROUPS AND LOCAL AGENCIES. HTTPS://WWW.NETTERCENTER.UPENN.EDU/PENN-VIPS FOCUSING ON CIVIC ENGAGEMENT AND SOCIAL JUSTICE EDUCATION, CIVIC HOUSE OVERSEES A VARIETY OF PROGRAMS. THE PENNCORP PRE-ORIENTATION PROGRAM INTRODUCES 40 INCOMING STUDENTS TO CIVIC ENGAGEMENT OPPORTUNITIES IN LOCAL COMMUNITIES. THE WEST PHILADELPHIA TUTORING PROJECT, SOME 300 PENN STUDENTS SUPPORT LOCAL K-12 SCHOOL YOUTH IN LOCAL PUBLIC SCHOOLS AND ON CAMPUS, AND THROUGH ITS COMMUNITY ENGAGEMENT INTERNSHIP PROGRAM, STUDENTS WORK YEAR-ROUND WITH COMMUNITY PARTNER ORGANIZATIONS ON A VARIETY OF INITIATIVES. THE VOLUNTEER-BASED COMMUNITY ENGAGEMENT PROGRAM (CEP) IS A STUDENT-FACILITATED PROGRAM THAT CONNECTS PENN STUDENTS WITH THOSE AND OTHER PHILADELPHIA-BASED NONPROFIT ORGANIZATIONS WHILE PROVIDING A SPACE FOR REFLECTION AND EDUCATION. ALL 50 STUDENTS INVOLVED IN CIVIC HOUSE'S CIVIC SCHOLARS PROGRAM VOLUNTEER WITH LOCAL NONPROFIT ORGANIZATIONS AND SCHOOLS, AND SEVERAL OF THEM PARTICIPATED IN PUBLIC INTEREST INTERNSHIPS OVER THE SUMMER. THE PENN ALTERNATIVE BREAKS PROGRAM INVOLVED TWO DOZEN STUDENTS IN VIRTUAL EXPERIENCES WITH PHILADELPHIA BASED ORGANIZATIONS. ALSO, THROUGH SEVERAL DOZEN OTHER STUDENT-LED ORGANIZATIONS COMPRISED OF SOME 1,500 VOLUNTEERS, PENN STUDENTS WORK ON A RANGE OF OTHER ISSUES IN PHILADELPHIA AND THROUGHOUT THE REGION. HTTPS://WWW.VPUL.UPENN.EDU/CIVICHOUSE/PENNCORP HTTP://UPENNWPTP.WEEBLY.COM/ HTTPS://WWW.VPUL.UPENN.EDU/CIVICHOUSE/INTERNSHIP.PHP HTTPS://CIVICHOUSE.UPENN.EDU/CEPOURPROGRAMMING/ HTTPS://CIVICHOUSE.UPENN.EDU/55125-2/ (CIVIC SCHOLARS) HTTPS://WWW.VPUL.UPENN.EDU/CIVICHOUSE/PENNALTERNATIVEBREAKS THE OFFICE OF GOVERNMENT AND COMMUNITY AFFAIRS FOSTERS RELATIONSHIPS WITH GOVERNMENT AND CIVIC PARTNERS TO ENSURE THAT THE CONDUCT OF THE UNIVERSITY'S MISSION AND ACTIVITIES RESULTS IN MEANINGFUL IMPACT AND ENGAGEMENT IN PHILADELPHIA NEIGHBORHOODS AND BEYOND. THE OFFICE OF AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY PROGRAMS CO-SPONSORS THE PHILADELPHIA MINORITY ENTERPRISE DEVELOPMENT WEEK CONFERENCE, WHICH PROVIDES CRITICAL INFORMATION TO FOSTER THE GROWTH AND COMPETITIVENESS OF THE MINORITY BUSINESS COMMUNITY; AND WXPN PRODUCES CHOIR CONCERTS IN LOCAL CHURCHES THROUGHOUT PHILADELPHIA. PENN'S EMPHASIS ON SERVICE AS ESSENTIAL TO ITS EDUCATIONAL MISSION IS EXEMPLIFIED BY A HOST OF SCHOOL-BASED PROGRAMS ACROSS THE UNIVERSITY, AS WELL. SELECT HIGHLIGHTS INCLUDE: GRADUATE SCHOOL OF EDUCATION PENN GSE PARTNERS WITH SCHOOLS, COMMUNITIES, POLICYMAKERS, AND BUSINESSES TO UNLOCK EDUCATIONAL OPPORTUNITIES FOR STUDENTS--LOCALLY, NATIONALLY, AND GLOBALLY. THIS MISSION IS ACCOMPLISHED THROUGH ACADEMIC PROGRAMS, RESEARCH, AND SERVICE TO VARIED CONSTITUENCIES. IN 2021, PENN GSE WAS NAMED THE NUMBER ONE RANKED GRADUATE SCHOOL OF EDUCATION BY U.S. NEWS AND WORLD REPORT. PROGRAMMATICALLY, THE GRADUATE SCHOOL OF EDUCATION (GSE) OFFERS MASTER'S AND DOCTORAL DEGREE PROGRAMS IN SPECIALIZATIONS HOUSED IN SIX ACADEMIC DIVISIONS. THE SCHOOL IS RECOGNIZED FOR ITS EXPERTISE IN APPLIED PSYCHOLOGY/HUMAN DEVELOPMENT, LITERACY STUDIES, TEACHER PREPARATION, EDUCATION POLICY, CULTURAL STUDIES, INTERNATIONAL DEVELOPMENT, HIGHER EDUCATION, AND RESEARCH AND EVALUATION METHODOLOGY. THE SCHOOL IS A LEADER IN INNOVATIVE EXECUTIVE-FORMAT DEGREE PROGRAMS FOR PRACTICING EDUCATION PROFESSIONALS, WHICH SUBSTANTIALLY WIDENS THE SCHOOL'S REACH. WITH NEARLY 1,400 FTE STUDENTS, GSE IS THE FIFTH LARGEST SCHOOL AT PENN IN OVERALL ENROLLMENT AND THE THIRD LARGEST IN TERMS OF PROFESSIONAL STUDENT ENROLLMENT. THE CURRENT RESEARCH PORTFOLIO INCLUDES OVER $46 MILLION IN AWARDS AND ROUGHLY $13 MILLION IN ANNUAL EXPENDITURES FROM BOTH THE FEDERAL GOVERNMENT AND A WIDE VARIETY OF FOUNDATIONS. THE SCHOOL'S SERVICE COMMITMENT IS STRONG AND SUPPORTS PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR TEACHERS AND ADMINISTRATORS ALL OVER THE REGION AND NATION, A STRONG AND DEEPENING PARTNERSHIP WITH THE PHILADELPHIA SCHOOL DISTRICT, AND ENHANCED INTERNATIONAL EDUCATION DEVELOPMENT EFFORTS THROUGH STUDENT PLACEMENTS CIRCLING THE GLOBE. THE INNOVATION HUB CATALYST AND CENTER FOR PROFESSIONAL LEARNING ARE EXPANDING ACCESS TO LEARNING OPPORTUNITIES ACROSS THE WORLD. PENN ENGINEERING FOUNDED IN 1852 AS THE SCHOOL OF ARTS, MINES AND MANUFACTURES AT THE UNIVERSITY OF PENNSYLVANIA, THE SCHOOL OF ENGINEERING AND APPLIED SCIENCE (SEAS) IS THE CENTER OF A VIBRANT AND COLLABORATIVE COMMUNITY OF INNOVATION. AT PENN ENGINEERING, WORLD-ACCLAIMED FACULTY, STATE-OF-THE-ART RESEARCH LABORATORIES, AND A HIGHLY INTERDISCIPLINARY CURRICULA OFFER STUDENTS AN UNPARALLELED LEARNING EXPERIENCE THAT PREPARES THEM TO BE INNOVATORS AND LEADERS IN TECHNOLOGY-BASED FIELDS. PENN ENGINEERING ENCOURAGES DIVERSITY OF REPRESENTATION, THOUGHT, AND EXPERIENCE WITH THE BELIEF THAT DIVERSITY FOSTERS CRITICAL THINKING AND INNOVATION. THIS UNIQUE ENVIRONMENT CATALYZES TECHNOLOGICAL INNOVATION AND FUNDAMENTAL DISCOVERY WITH A FOCUS ON GLOBAL CHALLENGES IN HEALTH, FOOD, WATER, ENERGY, AND INFRASTRUCTURE. SEAS GRADUATES LEVERAGE THEIR INTERDISCIPLINARY EDUCATION TO SHAPE THE FUTURE IN ENGINEERING, INDUSTRY, AND COMMERCE WORLDWIDE. THE SCHOOL OFFERS THE DEGREES OF BACHELOR OF SCIENCE IN ENGINEERING (BSE), BACHELOR OF APPLIED SCIENCE (BAS), MASTER OF SCIENCE IN ENGINEERING (MSE), MASTER OF BIOTECHNOLOGY (MB), MASTER OF COMPUTER AND INFORMATION TECHNOLOGY (MCIT), MASTER OF INTEGRATED PRODUCT DESIGN (MIPD), AND THE PHD. AS THE UNIVERSITY PREPARES FOR THE RETURN TO AN IN-PERSON TEACHING, RESEARCH, AND RESIDENTIAL ENVIRONMENT FOR THE FALL, PENN ENGINEERING IS PLANNING TO UTILIZE LESSONS LEARNED DURING THE PANDEMIC TO PROVIDE HIGH-QUALITY AND COST-EFFECTIVE REMOTE LEARNING EXPERIENCES FOR STUDENTS, AND TO CONTAIN TRAVEL AND ENTERTAINMENT EXPENDITURES BY PROMOTING VIRTUAL EXPERIENCES WHERE FEASIBLE. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | PENN DENTAL COMMUNITY SERVICE LEARNING IS AN INTEGRAL PART OF THE PENN DENTAL MEDICINE'S (PDM) CURRICULUM. THROUGH PHILANTHROPY AND INSTITUTIONAL RESOURCES, PDM HAS CONTINUED WORKING WITH EXISTING COMMUNITY PARTNERS - MERCY LIFE, PUENTES DE SALUD, SAYRE HEALTH CENTER, SCHOOL DISTRICT OF PHILADELPHIA - TO PROVIDE MUCH-NEEDED DENTAL CARE AT THEIR COMMUNITY HEALTH CARE SITES. PDM CONTINUES TO PROVIDE FULL TIME, 5-DAY-PER-WEEK COVERAGE WITH DENTAL FACULTY AND STUDENTS AND PROVIDE CARE WITH 5,892 PATIENT VISITS IN THE 2022 ACADEMIC YEAR IN COMMUNITY SETTINGS. NOTABLY, THE PENNSMILES MOBILE DENTAL PROGRAM HAS CONTINUED TO SERVE THE PHILADELPHIA SCHOOL DISTRICT PROVIDING PREVENTIVE AND RESTORATIVE DENTAL CARE WITH CHILDREN AT THEIR SCHOOLS THIS ACADEMIC YEAR. PDM PROVIDES MORE THAN $3.6 MILLION IN UNDER- AND UNCOMPENSATED CARE TO THE COMMUNITY. PENN NURSING DESPITE THE MYRIAD OF CHALLENGES POSED BY THE PANDEMIC, THE SCHOOL OF NURSING HAS CONTINUED TO ADVANCE AND ELEVATE ITS EDUCATIONAL AND RESEARCH PROGRAMS. AFTER SUCCESSFULLY TRANSITIONING TO REMOTE WORKING, TEACHING, AND LEARNING, THE SCHOOL WILL NOW NAVIGATE AN EFFECTIVE RETURN TO CAMPUS UTILIZING NEW COMMUNICATION AND ORGANIZATIONAL STRUCTURES THAT MANAGE FLUIDITY OF INFORMATION AND ALLOW FOR RAPID DECISION-MAKING. THROUGH AN EXPANSION IN VIRTUAL COURSES, THE SCHOOL WILL FOCUS ON EXCEEDING EXPECTATIONS FOR THE QUALITY OF INSTRUCTION AND ACCESS TO EDUCATIONAL RESOURCES. IN PREPARATION FOR THE RESUMPTION OF RESEARCH, THE FOCUS IS ON FLEXIBILITY, SAFETY, PROMOTION OF WELLNESS, AND FOSTERING A SUPPORTIVE CLIMATE FOR ALL CONSTITUENTS. THE SCHOOL REMAINS COMMITTED TO PROVIDING RESOURCES THAT SUPPORT UNDERREPRESENTED MINORITY STUDENTS, WELLNESS PROGRAMS FOR ALL CONSTITUENTS, AND INTEGRATING SOCIAL JUSTICE INTO OPERATIONS. PENN VET THE SCHOOL OF VETERINARY MEDICINE (PENN VET) IS THE ONLY VETERINARY SCHOOL IN THE COMMONWEALTH OF PENNSYLVANIA, AND ITS MISSION IS TO TRAIN THE NEXT GENERATION OF VETERINARY LEADERS TO ADVANCE HEALTHCARE OUTCOMES AND ACCESS, ENSURE GLOBAL HEALTH, BOLSTER SUSTAINABLE AGRICULTURE, SUPPORT INTERDISCIPLINARY CAREER PATHS, AND FOSTER DIVERSITY, EQUITY, AND INCLUSION IN THE PROFESSION. UNDER THE LEADERSHIP OF DR. ANDREW HOFFMAN, THE GILBERT S. KAHN DEAN OF VETERINARY MEDICINE, THE SCHOOL IS FOCUSED ON TRANSFORMING PENN VET AND THE VETERINARY PROFESSION THROUGH EDUCATION INNOVATION, WITH A FOCUS ON DIVERSITY IN THE PROFESSION AND SEVERAL EXCITING NEW DUAL DEGREE PROGRAMS. WITH A RENEWED EMPHASIS UPON SCHOLARSHIP SUPPORT FOR UNDERREPRESENTED STUDENTS, AND THE APPOINTMENT OF A CHIEF DIVERSITY, EQUITY, AND INCLUSION OFFICER, THE SCHOOL HAS MADE SIGNIFICANT INVESTMENTS IN DIVERSITY AND INCLUSIVITY TO FOSTER STUDENTS WITH A CAREER FOCUS ON SOCIAL IMPACT. IN ADDITION, PENN VET REMAINS COMMITTED TO ROBUST COMMUNITY ENGAGEMENT AND OUTREACH THROUGH THE SHELTER MEDICINE & COMMUNITY ENGAGEMENT PROGRAM. SCHOOL OF ARTS AND SCIENCES THE SCHOOL OF ARTS AND SCIENCES (SAS) IS THE INTELLECTUAL CORE OF THE UNIVERSITY, PROVIDING LIBERAL ARTS EDUCATION FOR ALL PENN UNDERGRADUATES AND SUPPORTING GRADUATE STUDIES, BASIC RESEARCH, AND LIFELONG LEARNING ACROSS THE HUMANITIES, SOCIAL SCIENCES, AND NATURAL SCIENCES. THE SCHOOL'S EDUCATIONAL AND RESEARCH ACTIVITIES TAKE PLACE IN 27 DEPARTMENTS, 24 INTERDISCIPLINARY UNDERGRADUATE PROGRAMS, 31 GRADUATE GROUPS, AND 28 RESEARCH CENTERS, IN PROGRAMS LEADING TO THE BA, BAAS, AM, MS, PHD, AND EIGHT PROFESSIONAL MASTER'S DEGREES. THE SCHOOL'S MAJOR EDUCATIONAL UNITS ARE THE UNDERGRADUATE COLLEGE, THE GRADUATE DIVISION, AND THE COLLEGE OF LIBERAL AND PROFESSIONAL STUDIES (LPS). OUR FOUNDATIONS AND FRONTIERS: A STRATEGIC PLAN FOR PENN ARTS AND SCIENCES, WHICH REFLECTS THE VISION OF PENN COMPACT 2022, CONTINUES TO GUIDE PROGRAMMATIC PRIORITIES AND INVESTMENTS THAT WILL STRENGTHEN A FOUNDATIONAL CORE OF FACULTY AND STUDENTS AND ADVANCE INTEGRATED KNOWLEDGE THROUGH A SERIES OF EIGHT ACADEMIC THEMES. IT IS COMPLEMENTED BY A SERIES OF INCLUSION AND ANTI-RACISM INITIATIVES LAUNCHED IN 2020. WEITZMAN SCHOOL OF DESIGN THE STUART WEITZMAN SCHOOL OF DESIGN CURRENTLY PROVIDES GRADUATE EDUCATION TO 661 MASTER'S STUDENTS IN ARCHITECTURE, CITY AND REGIONAL PLANNING, FINE ARTS, HISTORIC PRESERVATION, LANDSCAPE ARCHITECTURE, AND URBAN SPATIAL ANALYTICS, AS WELL AS 51 PHD STUDENTS IN ARCHITECTURE AND CITY AND REGIONAL PLANNING. THE SCHOOL ALSO TEACHES COURSES LEADING TO A BA, WITH A MAJOR IN ARCHITECTURE, FINE ARTS, OR DESIGN FROM SAS OR A MINOR IN LANDSCAPE STUDIES. WHARTON BUSINESS SCHOOL THE WHARTON SCHOOL'S FOUR ACADEMIC DIVISIONS AND TEN ACADEMIC DEPARTMENTS PROVIDE THE FULL SPECTRUM OF BUSINESS EDUCATION. WHARTON IS POSITIONING ITSELF TO ADVANCE IN FOUR AREAS IN WHICH IT IS UNIQUELY QUALIFIED TO LEAD: THE WHARTON WAY FOCUSES ON WHARTON'S OPPORTUNITY TO ELEVATE THE IMPACT OF ITS SCHOLARSHIP, BRIDGE ACADEMIC DISCIPLINES, INNOVATE IN BUSINESS CONTENT AND EDUCATIONAL EXPERIENCES, AND FOSTER DIVERSE AND INCLUSIVE ENVIRONMENTS. CAREY LAW SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA CAREY LAW SCHOOL, EACH STUDENT COMMITS TO PROVIDING AT LEAST 70 HOURS OF PRO BONO LEGAL SERVICE AS PART OF THEIR EDUCATION. SOME IMPACT HIGHLIGHTS FROM THIS WORK: PENN LAW WALK-IN LEGAL ASSISTANCE PROJECT (PENN LAW WILA): DURING THE 2021-22 ACADEMIC YEAR, PENN LAW WILA VOLUNTEERS PROVIDED PRO BONO SERVICES AT 23 CLINICS HELD IN WEST PHILADELPHIA AND CENTER CITY. PENN LAW WILA VOLUNTEERS SAW 56 CLIENTS AND ADVISED ON A VARIETY OF CIVIL LEGAL ISSUES INCLUDING SOCIAL SECURITY BENEFITS, HOUSING CONCERNS, TAX RETURNS AND EXPUNGEMENTS. CRIMINAL RECORD EXPUNGEMENT PROJECT (C-REP): IN PARTNERSHIP WITH THE PHILADELPHIA LAWYERS FOR SOCIAL EQUITY (PLSE), OVER 100 C-REP STUDENT VOLUNTEERS STAFFED SIX (6) CLINICS THROUGHOUT THE YEAR SERVING A TOTAL OF 137 CLIENTS. STUDENT VOLUNTEERS CONDUCTED INTAKE FOR PRO BONO CLIENTS INTERESTED IN SEEKING AN EXPUNGEMENT AND ALSO DRAFTED EXPUNGEMENT PETITIONS FOR PLSE CLIENTS WHO ALREADY UNDERWENT THE INTAKE PROCESS. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | DIRECT PARTNERSHIPS: IN ADDITION TO OUR 25 INTERNAL PRO BONO PROJECTS, TPIC HAS DIRECT PRO BONO PARTNERSHIPS WITH MANY KEY COMMUNITY ORGANIZATIONS. FOR EXAMPLE, PENN CAREY LAW STUDENTS ASSISTED 149 CLIENTS AT CHRISTIAN LEGAL CLINICS ON A VARIETY OF LEGAL MATTERS INCLUDING FAMILY LAW, ESTATE PLANNING, AND UNEMPLOYMENT COMPENSATION; OUR STUDENTS HELPED 50 CLIENTS TO FILE THEIR TAX RETURNS AT CEIBA, A NON-PROFIT IN NORTH PHILADELPHIA THAT PROMOTES ECONOMIC DEVELOPMENT AND FINANCIAL INCLUSION FOR LATINO POPULATIONS IN THE CITY; AND, OUR STUDENTS STAFFED SENIORLAW CENTER'S LIFE PLANNING CLINIC AND COMMUNITY LEGAL SERVICES' UTILITY ASSISTANCE CLINIC. SCHOOL OF SOCIAL POLICY AND PRACTICE THE SCHOOL OF SOCIAL POLICY AND PRACTICE (SSPP) CONTRIBUTES TO THE ADVANCEMENT OF MORE EFFECTIVE, EFFICIENT, AND HUMANE SOCIAL SERVICES THROUGH EDUCATION, RESEARCH, AND CIVIC ENGAGEMENT. IN PURSUIT OF THIS MISSION, THEORY-BASED MASTER'S AND DOCTORAL PROGRAMS IN SOCIAL WORK, SOCIAL WELFARE, NONPROFIT LEADERSHIP, AND SOCIAL POLICY ENCOURAGE STUDENTS TO THINK AND WORK ACROSS DISCIPLINARY LINES AS WELL AS ACROSS NATIONAL AND INTERNATIONAL BOUNDARIES AND CULTURES. THE PURSUIT OF SOCIAL JUSTICE IS AT THE HEART OF THE SCHOOL'S KNOWLEDGE-BUILDING ACTIVITIES. INNOVATIVE EDUCATIONAL AND RESEARCH PROGRAMS REINFORCE THE SCHOOL'S VISION OF ACTIVE STUDENT ENGAGEMENT IN THEIR OWN LEARNING AS WELL AS THAT OF SOCIAL AGENCIES AND LARGER SOCIAL COLLECTIVITIES ORGANIZED AT THE LOCAL, NATIONAL, AND GLOBAL LEVEL. SSPP FACULTY MEMBERS ADDRESS ISSUES OF ECONOMIC JUSTICE, RACIAL EQUITY, HOMELESSNESS, CHILD ABUSE AND NEGLECT, MENTAL ILLNESS, CLINICAL SOCIAL WORK, VOLUNTEERISM, PHILANTHROPY, DOMESTIC VIOLENCE, GERONTOLOGY, HEALTH EQUITY, NONPROFIT LEADERSHIP, PRISONER RE-ENTRY, POLICY ANALYSIS, NEEDS OF LGBTQ POPULATIONS, AND THE SOCIAL IMPACT OF THE ARTS. IN ADDITION, THEY UTILIZE DATA ANALYTICS TO INFORM SOCIAL POLICY AND PRACTICE. STUDENTS ARE EDUCATED IN FIVE DEGREE PROGRAMS : A MASTER OF SOCIAL WORK (MSW), A PHD IN SOCIAL WELFARE, A MASTER OF SCIENCE IN NONPROFIT LEADERSHIP (NPL), A MASTER OF SCIENCE IN SOCIAL POLICY (MSSP), AND A DOCTORATE IN CLINICAL SOCIAL WORK (DSW). THE NPL AND DSW DEGREES HAVE WELL ESTABLISHED ONLINE PROGRAM OPTIONS. MASTER'S DEGREES CAN BE EARNED AS DUAL DEGREES WITHIN SSPP AS WELL AS THROUGH COLLABORATIONS WITH THE PERELMAN SCHOOL OF MEDICINE, THE LAW SCHOOL, THE GRADUATE SCHOOL OF EDUCATION, THE WHARTON SCHOOL, SAS, WEITZMAN SCHOOL OF DESIGN, AND THE SCHOOL OF VETERINARY MEDICINE, AND AS A SUBMATRICULATION OPTION FOR UNDERGRADUATE STUDENTS. ANNENBERG SCHOOL FOR COMMUNICATION THE ANNENBERG SCHOOL ANNOUNCED SEVERAL NEW INITIATIVES THIS YEAR, ALL OF WHICH STRENGTHENED INTERNAL AND EXTERNAL PARTNERSHIPS. THE MESSAGE EFFECTS LAB (WITH PSOM), THE CENTER FOR COLLABORATIVE COMMUNICATION (WITH USC-ANNENBERG), AND ANNENBERG CREATIVE (WHICH WILL ENHANCE THE WAYS FACULTY AND STUDENTS INTEGRATE MEDIA, ART, AND TECHNOLOGY INTO THEIR RESEARCH) ARE THE THREE MOST SUBSTANTIAL NEW VENTURES. PREPARATION IS UNDERWAY TO LAUNCH THE SCHOOL'S FIRST EXECUTIVE EDUCATION PROGRAM (IN COLLABORATION WITH SSPP) AS WELL AS AN OFFICE OF INSTITUTIONAL ADVANCEMENT. THE SCHOOL HAS MOVED ASSERTIVELY ON THESE PLANS AND INCREASED SPENDING ON STUDENT SUPPORT WHILE REMAINING MINDFUL OF THE NEED TO CONSTRAIN EXPENSES DUE TO THE PANDEMIC. PENN ATHLETICS THE DIVISION OF RECREATION AND INTERCOLLEGIATE ATHLETICS (DRIA) IS A BROAD-BASED DIVISION COMPRISED OF 33 INTERCOLLEGIATE TEAMS, 37 CLUB SPORT TEAMS, AND EXPANSIVE INTRAMURAL SPORT AND CAMPUS RECREATION PROGRAMS, ALL TAKING PLACE WITHIN 22 ATHLETICS AND RECREATIONAL FACILITIES. STUDENTS, FACULTY, AND STAFF ARE ALSO SERVED THROUGH MEMBERSHIP-BASED ACCESS TO THE POTTRUCK HEALTH AND FITNESS CENTER AND THE FOX FITNESS CENTER (WHICH COMBINED PROVIDE OVER 125,000 SQUARE FEET OF SPACE) AND ACCESS TO A VARIETY OF SHARED FACILITIES. THE FACILITIES ARE CONTAINED WITHIN A CONTIGUOUS 24-ACRE FOOTPRINT AT THE EASTERN END OF CAMPUS, COMMONLY THOUGHT TO BE ONE OF THE BEST ATHLETICS INFRASTRUCTURES AMONGST URBAN CAMPUSES, WITH ASSETS SUCH AS FRANKLIN FIELD, THE PALESTRA, AND PENN PARK. PENN ATHLETICS TEAMS WON FOUR REGULAR SEASON IVY OR CONFERENCE CHAMPIONSHIPS IN 2021-22 (BASEBALL, WOMEN'S GYMNASTICS, MEN'S SQUASH, AND WOMEN'S OUTDOOR TRACK & FIELD) AND ONE IVY LEAGUE TOURNAMENT TITLE (MEN'S LACROSSE). WOMEN'S ROWING AND MEN'S TENNIS REACHED THE NCAA CHAMPIONSHIPS FOR THE FIRST TIME IN PROGRAM HISTORY. IN 2022, MEN'S SOCCER WON THE IVY LEAGUE CHAMPIONSHIP AND ADVANCED TO THE NCAA SECOND ROUND. MEN'S AND WOMEN'S SQUASH, WRESTLING, MEN'S AND WOMEN'S FENCING ARE ALL RANKED IN THE TOP 25 NATIONALLY. CAMPUS RECREATION CONTINUES TO SERVE THE FITNESS AND WELLNESS NEEDS OF THE UNIVERSITY COMMUNITY AT THE POTTRUCK AND FOX FITNESS CENTERS, AND STUDENTS ARE ACTIVE THROUGH CLUB AND INTRAMURAL SPORTS. THROUGH A PARTNERSHIP WITH THE NETTER CENTER, THE YOUNG QUAKERS COMMUNITY ATHLETICS PROGRAM IS POSITIVELY IMPACTING LOCAL YOUTH IN COLLABORATION WITH PENN'S MEN'S AND WOMEN'S LACROSSE, TRACK & FIELD, AND BASKETBALL TEAMS. PENN LIBRARIES THE PENN LIBRARIES' 2020-2025 STRATEGIC PLAN IS STRUCTURED AROUND FOUR PRIORITIES-ADVANCE, ENGAGE, PRESERVE, AND ENRICH-TO ALIGN WITH THE PENN COMPACT 2022 PILLARS OF INCLUSION, INNOVATION, AND IMPACT AND THE UNIVERSITY'S GOAL OF ADVANCING KNOWLEDGE FOR GOOD. THE PLAN EMBRACES INNOVATION BEYOND SIMPLE INCREMENTAL CHANGE. THIS APPROACH POSITIONED THE LIBRARIES TO PIVOT WHEN THE UNIVERSITY SHIFTED TO A MOSTLY VIRTUAL ENVIRONMENT DURING THE PANDEMIC, AS PENN LIBRARIES' STAFF FULFILLED CRITICAL RESEARCH, TEACHING, AND LEARNING SUPPORT FUNCTIONS WITH NOVEL SOLUTIONS AND ENHANCEMENTS TO SERVICES. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | ADVANCE: PENN LIBRARIES IS DEEPLY ENGAGED IN SEVERAL PARTNERSHIPS TO INCREASE AND STREAMLINE DISCOVERABILITY OF AND ACCESS TO INFORMATION GLOBALLY. IT IS LEADING THE EFFORT FOR TRANSFORMATIVE AGREEMENTS WITH PUBLISHERS THAT WOULD GUARANTEE PENN AUTHORS COULD PUBLISH THEIR RESEARCH IN AN OPEN ACCESS FORMAT. THROUGH THE CREATION OF NEW POSITIONS AND THE HIRING OF EXPERT STAFF, PENN LIBRARIES IS BUILDING EXPERTISE IN COPYRIGHT LAW AND OPEN ACCESS PUBLISHING, SUPPORTING FACULTY SEEKING TO PUBLISH. ENGAGE: PENN LIBRARIES IS EXPANDING WORK WITH THE LOCAL PHILADELPHIA COMMUNITY. A CURATOR OF PHILADELPHIA HISTORY AND CIVIC ENGAGEMENT WILL LEAD AN INITIATIVE TO PRESERVE AND PROVIDE ACCESS TO THE DIVERSE SOCIAL AND CULTURAL RECORD OF PHILADELPHIA, WITH A PARTICULAR FOCUS ON MATERIAL THAT IS HIDDEN OR AT RISK OF PERMANENT LOSS. A DIRECTOR OF LIBRARY RESEARCH AND A COLLECTIONS AND SCHOLARLY COMMUNICATION ANALYST WILL ASSIST IN IDENTIFYING, MANAGING, AND LEVERAGING CHANGE FOR THE BENEFIT OF THE ACADEMIC EXPERIENCE AT PENN. PENN LIBRARIES IS ALSO PLANNING TO LAUNCH A CENTER FOR RESEARCH DATA AND DIGITAL SCHOLARSHIP TO ADDRESS INCREASING DEMAND FOR TEXTUAL AND DATA ANALYSIS, DATA CURATION, DATA VISUALIZATION, GEOGRAPHIC INFORMATION SYSTEMS, SOFTWARE CREATION AND MANAGEMENT, WEB PLATFORM DESIGN, AND DIGITAL START-UPS ACROSS DISCIPLINES. PRESERVE: PENN LIBRARIES STEWARDS A ROBUST AND GROWING COLLECTION OF ELECTRONIC DATA THAT PRESENTLY EXCEEDS 378 TERABYTES. THIS DATA ENCOMPASSES DIGITALLY TRANSFORMED IMAGES AS WELL AS DATA THAT IS "BORN DIGITAL," EXISTING IN MULTIPLE DIGITAL FORMATS THAT REQUIRE PRESERVATION FROM DECAY AND FUTURE OBSOLESCENCE. PENN LIBRARIES IS DEVELOPING STANDARDS AND PROCESSES TO ENSURE THE LONG-TERM PRESERVATION OF THE UNIVERSITY'S DIGITAL ASSETS. FURTHER DIGITIZATION OF THE PHYSICAL COLLECTION WILL EXPAND GLOBAL ACCESSIBILITY AND PROVIDE A SECONDARY PRESERVATION AVENUE. ENRICH: PENN LIBRARIES CONTINUES TO ATTRACT NEW TALENT AND EXPERTISE WHILE ENHANCING THE SKILLS AND KNOWLEDGE BASE OF EXISTING STAFF. ORGANIZATIONAL REDESIGN OF DEPARTMENTS AND UNITS IS PROVIDING GREATER FOCUS ON DATA-BASED DECISION-MAKING, REDUCING REDUNDANCIES, AND CONTAINING COSTS. THE PENN LIBRARIES ALSO PLAYS A LEADING ROLE IN CONSORTIAL EFFORTS TO LEVERAGE EXPERTISE AND TECHNOLOGY FROM ACROSS THE INDUSTRY TO BUILD MORE DYNAMIC AND FLEXIBLE SYSTEMS FOR INFORMATION DISCOVERY AND ACCESS. PENN'S CULTURAL INSTITUTIONS ALSO SERVE THE COMMUNITY THROUGH THEIR WIDE-RANGING ENRICHMENT AND EDUCATION INITIATIVES. THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY THE PENN MUSEUM CONTINUED TO SUCCESSFULLY ENGAGE A DIVERSE GROUP OF VISITORS BOTH ONLINE AND IN-PERSON. THE MUSEUM'S K12 PROGRAMS, INCLUDING THE SIGNATURE UNPACKING THE PAST PROGRAM FOR TITLE 1 SCHOOLS, OFFERED CURRICULUM-BASED PROGRAMS IN ANCIENT HISTORY TO APPROXIMATELY 17,000 STUDENTS FROM 219 DIFFERENT SCHOOLS. MANY OF THESE SCHOOLS WERE TITLE 1, WITH LIMITED RESOURCES WHO WERE SERVED AT NO COST TO THEM. IN ADDITION, THE NEW AT-HOME ANTHROPOLOGY LIVE PROGRAM ALLOWED LEARNERS OF ALL AGES TO PARTICIPATE IN A FREE LESSON EVERY WEEK, SERVING OVER 3,500 ADDITIONAL STUDENTS LEARNING FROM THEIR HOMES. THE MUSEUM ALSO PIONEERED VIRTUAL PROGRAMS FOR VISITORS WHO ARE BLIND OR HAVE LOW VISION. IN TOTAL THE MUSEUM'S VIRTUAL PROGRAMS NOW SERVE WELL OVER 16,000 PEOPLE REGIONALLY, NATIONALLY, AND INTERNATIONALLY. VIRTUAL PROGRAMS PROVIDE MUSEUM-THEMED LESSONS IN CLASSROOMS THROUGH VIDEO CONFERENCING AND PROMOTE GREATER UNDERSTANDING OF WORLD CULTURES. IN ADDITION, VIRTUAL PROGRAMS OFFER ACCESS TO PEOPLE AND ORGANIZATIONS WHO CANNOT PHYSICALLY VISIT THE PENN MUSEUM. OUR LESSONS HAVE FURTHER EXTENDED TO LIVE-STREAMING AND RECORDED MINI-LESSONS SHARED THROUGH THE MUSEUM'S SOCIAL MEDIA CHANNELS. INSTITUTE OF CONTEMPORARY ART THE INSTITUTE OF CONTEMPORARY ART (ICA) HAS DEVELOPED AN INTERNATIONAL REPUTATION AS A PREEMINENT VENUE FOR CONTEMPORARY ART AND CULTURE. SINCE 1963, ICA HAS BEEN PENN'S CREATIVE NEXUS FOR EXPERIMENTATION AND HAS CHAMPIONED THE POWER OF ART AND ARTISTS TO INFORM AND INSPIRE. AS WE MOVE INTO 2022, ICA LOOKS TO A YEAR OF REVISIONING AND REBUILDING. A KEY AREA OF FOCUS WILL BE A STRATEGIC VISIONING PROCESS CENTERED ON DIVERSITY, EQUITY, ACCESS, AND INCLUSION (DEAI) THAT WILL HELP US THINK CRITICALLY ABOUT AUDIENCE ENGAGEMENT, HELP US POSITION AND MAKE A PLAN FOR HOW WE GROW OUR PUBLIC ENGAGEMENT DEPARTMENT AND TO THINK DEEPLY ABOUT PROGRAMMING TO BE MORE ACCESSIBLE AND RELEVANT TO THE COMMUNITIES WE SEEK TO SERVE. OUR PROGRAM THIS YEAR SPEAKS DIRECTLY TO THREE CORE TENETS THAT ARE CRITICAL FOR ICA'S MISSION: . TO CREATE PROJECTS THAT GRAPPLE WITH THE SOCIO-POLITICAL CONDITIONS OF OUR TIME, HELPING FRAME MORE INCLUSIVE, DIVERSE, AND EQUITABLE READINGS OF THE TIME IN WHICH WE LIVE . TO GIVE A PLATFORM TO AND MAKE VISIBLE UNDERRECOGNIZED AND MARGINALIZED NARRATIVES AND VOICES . TO SUPPORT THE REALIZATION OF NEW COMMISSIONS THAT CONTRIBUTE AND EXPAND THE FIELD WITH NEW CONVERSATIONS AND LINES OF INQUIRY OVER THE LAST TWO YEARS OUR EFFORTS TO ENGAGE MORE AUDIENCES ONLINE HAVE PROVED SUCCESSFUL-REACHING AUDIENCES BOTH LOCALLY AND AS FAR AWAY AS JAPAN, THE NETHERLANDS, AND AUSTRALIA WITH OUR ONLINE CONTENT. ICA'S 360 VIRTUAL TOUR; A NEW PODCAST, I IS FOR INSTITUTE; AND A GROWING SOCIAL MEDIA PRESENCE REINFORCE OUR UNDERSTANDING THAT WE HAVE THE POTENTIAL TO UTILIZE OUR PROGRAMS, DIGITAL CAPABILITIES, AND PHYSICAL SPACE TO BUILD MORE COMMUNITIES AROUND OUR WORK. DURING FY2022, ICA PRESENTED 3 CRITICALLY ACCLAIMED EXHIBITIONS. COMPLEMENTING THE CURATORIAL WORK, ICA PRESENTED 63 FREE PUBLIC PROGRAMS, 31 OF WHICH WERE INITIATED BY PENN STUDENTS AND FACULTY & 6 EXHIBITION PUBLICATIONS. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | PENN LIVE ARTS! PENN LIVE ARTS, HEADQUARTERED AT THE ANNENBERG CENTER, SERVES PENN AND THE WEST PHILADELPHIA COMMUNITY THROUGH SPECIAL CAMPUS-BASED AND COMMUNITY-FOCUSED TICKETING PROGRAMS, ALLOWING PENN FIRST PLUS STUDENTS AND LOWER-INCOME RESIDENTS TO ATTEND WORLD-CLASS PERFORMANCES AT A FRACTION OF THEIR COST. PENN LIVE ARTS HAS CONTINUED ITS LONG TRADITION OF HOSTING STUDENT AND COMMUNITY-ORIENTED EVENTS, CONVOCATIONS, COMMENCEMENTS, PERFORMANCES, AND LECTURES. IT ALSO DELIVERS HIGH-QUALITY CHILDREN'S PROGRAMMING WITH THE OLDEST CONTINUALLY RUNNING CHILDREN'S FESTIVAL IN THE NATION AND THROUGH THE CRITICALLY ACCLAIMED STUDENT DISCOVERY SERIES. IN TOTAL, ACPA SERVES OVER 10,000 CHILDREN IN THE PHILADELPHIA METROPOLITAN AREA PER SEASON, OFTEN PROVIDING THEIR ONLY ACCESS TO THE PERFORMING ARTS. IN ADDITION TO THE UNIVERSITY'S NUMEROUS INITIATIVES, PENN MEDICINE IS STRONGLY COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH A NUMBER OF COMMUNITY-BASED PROGRAMS AND ACTIVITIES. THE TRIPARTITE MISSION OF THE PERELMAN SCHOOL OF MEDICINE (PSOM) AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS)-TOGETHER, PENN MEDICINE-INTEGRATES PROGRAMS IN EDUCATION, RESEARCH, AND PATIENT CARE TO SUSTAIN INSTITUTIONAL LEADERSHIP IN THE ERA OF TRANSLATIONAL MEDICINE. THROUGH UNDERGRADUATE MEDICAL EDUCATION, BROAD-RANGING GRADUATE, RESIDENCY, FELLOWSHIP PROGRAMS, AND CONTINUING MEDICAL EDUCATION COURSES, THE SCHOOL TRAINS THE FUTURE LEADERS OF AMERICAN MEDICINE. AMBITIOUS BIOMEDICAL RESEARCH, CARRIED OUT IN 28 BASIC SCIENCE AND CLINICAL DEPARTMENTS AND IN NUMEROUS MULTIDISCIPLINARY CENTERS AND INSTITUTES, IS CLOSELY LINKED TO TEACHING AND PATIENT CARE, CONTRIBUTING TO OVERALL EXCELLENCE IN ALL THREE MISSION AREAS AND TO PENN MEDICINE'S PREEMINENCE AS AN INTEGRATED ACADEMIC MEDICAL CENTER. IN FY2022, UPHS PROVIDED $392.8 MILLION IN CHARITY AND UNDERFUNDED CARE FOR MEDICAID FAMILIES. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE, IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, UPHS, IN COLLABORATION WITH OTHER REGIONAL HEALTH SYSTEMS, COMPLETED ITS FOURTH COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) THIS PAST YEAR - THROUGH QUANTITATIVE AND QUALITATIVE RESEARCH, ALONG WITH FEEDBACK FROM COMMUNITY AND KEY STAKEHOLDERS - TO IDENTIFY THE MOST PRESSING HEALTH NEEDS IN OUR SERVICE AREA AND DETERMINE HOW BEST TO ADDRESS THOSE NEEDS. THE PHILADELPHIA HOSPITALS OF UPHS, PENNSYLVANIA HOSPITAL, PENN PRESBYTERIAN MEDICAL CENTER, AND HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA INCLUDING THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA AT CEDAR CONDUCTED A JOINT CHNA DUE TO THE SIMILAR SERVICE AREAS. OUR COMMUNITY HEALTH IMPLEMENTATION PLAN (CHIP) IS AN OUTGROWTH OF THE CHNA PROCESS AND PROVIDES INFORMATION ABOUT THE PROGRAMS AND INVESTMENTS PENN MEDICINE CURRENTLY MAKES TO ADDRESS HEALTH NEEDS IDENTIFIED IN THE CHNA AND ACTS AS A GUIDE FOR INVESTMENT IN FUTURE PROGRAMS. GOOD HEALTH IS DETERMINED BY MORE THAN THE CLINICAL CARE IN OUR HOSPITALS, AND SO THE PROGRAMS AND INITIATIVES OUTLINED IN OUR CHIP FOCUS ON OUR WORK OUTSIDE OF OUR HEALTH SYSTEM WALLS AND IN THE ENVIRONMENTS WHERE WE LIVE, WORK, AND PLAY. PENN MEDICINE IS STRONGLY COMMITTED TO CREATING HEALTHIER, FAIRER, AND MORE JUST COMMUNITIES THROUGH BROAD, INSTITUTIONAL INITIATIVES INCLUDING THE FUND FOR HEALTH, PENN MEDICINE CARES GRANT, CENTER FOR HEALTH EQUITY AND ADVANCEMENT, AND ACCELERATE HEALTH EQUITY, AND THROUGH NUMEROUS, PROGRAMMATIC EFFORTS FOCUSED ON 12 HEALTH PRIORITY AREAS OF THE CHNA, AS OUTLINED IN OUR CHIP. BEGINNING IN SUMMER OF 2021, THROUGH A PARTNERSHIP BETWEEN PENN MEDICINE AND THE WHARTON SOCIAL IMPACT INITIATIVE, THE FUND FOR HEALTH PUSHED FOR MEASURABLE PROGRESS IN SOCIO-ECONOMIC FACTORS THAT CAN HAVE LIFELONG EFFECTS, BY BEGINNING A $5 MILLION INVESTMENT THAT WILL CONTINUE THROUGH 2023. INVESTING AND SUPPORTING INNOVATIVE, FORWARD-THINKING VENTURES HAS GREAT POTENTIAL TO MAKE A MEANINGFUL IMPACT ON OUR CITY'S HEALTH WHILE HELPING TO BUILD SUSTAINABLE AND PROFITABLE COMPANIES FOR THE REGION THAT PROVIDE PATHS TO JOBS AND ECONOMIC OPPORTUNITIES FOR MORE CITY RESIDENTS. A FLAGSHIP AMONG PENN MEDICINE'S COMMUNITY BENEFIT, THE PENN MEDICINE CARES GRANTS SUPPORT EMPLOYEE VOLUNTEERISM, PROMOTE COMMUNITY ENGAGEMENT, AND IMPROVE HEALTH. SINCE 2012, MORE THAN $880,000 HAS FUNDED 880 SERVICE INITIATIVES. EACH GRANT PROVIDES MONETARY AND INSTITUTIONAL SUPPORT TO ORGANIZATIONS AND PROGRAMS DEDICATED TO IMPROVING HEALTH AND ERADICATING SOCIAL DETERMINANTS OF HEALTH NOT ONLY IN PENN MEDICINE'S SERVICE AREA, BUT ALSO GLOBALLY. THE CENTER FOR HEALTH EQUITY AND ADVANCEMENT (CHEA) IS THE CORNERSTONE AT PENN MEDICINE FOR ADVANCING HIGH QUALITY PATIENT/FAMILY-CENTERED CARE FOR ALL, REGARDLESS OF THEIR PERSONAL CHARACTERISTICS, SUPPORTING COMMUNITY PARTNERSHIPS TO TACKLE BARRIERS TO ACHIEVING OPTIMAL HEALTH FOR ALL COMMUNITIES WE SERVE, AND PROVIDING EQUITABLE HEALTHCARE WITHIN INCLUSIVE ENVIRONMENTS THAT SUPPORT A DIVERSE WORKFORCE AND STUDENT BODY. IN ORDER TO BUILD SUPPORT FOR AND ALIGN MUTUALLY REINFORCING EQUITY INITIATIVES ACROSS THE ENTERPRISE, PENN MEDICINE INCORPORATES ITS CENTER FOR HEALTH EQUITY ADVANCEMENT BLUEPRINT FOR EQUITY AND INCLUSION WITHIN THE FOLLOWING INITIATIVE AREAS: CARE TRANSFORMATION, COMMUNITY ENGAGEMENT, WORKFORCE, RESEARCH AND EVALUATION, AND EDUCATION AND TRAINING. THE PENN MEDICINE CENTER FOR DIGITAL HEALTH AND THE PENN CENTER FOR HEALTH INCENTIVES AND BEHAVIORAL ECONOMICS WORKED STRATEGICALLY WITH LOCAL HEALTH SYSTEMS, PAYORS, AND THE CITY OF PHILADELPHIA TO LAUNCH THE ACCELERATE HEALTH EQUITY PROGRAM IN 2020. THIS BROAD INITIATIVE DEPLOYS TOOLS FROM BEHAVIORAL ECONOMICS, DIGITAL HEALTH, INNOVATION SCIENCE, URBAN HEALTH, COMMUNICATIONS SCIENCE, AND PUBLIC HEALTH TO ADDRESS PHYSICAL, BEHAVIORAL, SOCIAL, ECONOMIC, AND CLINICAL BARRIERS TO SUSTAINABLE HEALTH EQUITY. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | PRIORITY AREA #1: MENTAL HEALTH PENN MEDICINE RECOGNIZES THAT HIGH-QUALITY MENTAL HEALTH CARE IS THE TOP HEALTH NEED IN PHILADELPHIA. MENTAL HEALTH PROBLEMS ARE SERIOUS AND WIDESPREAD AND HAVE WORSENED IN RECENT YEARS DUE TO THE ISOLATION AND STRESS OF THE COVID-19 PANDEMIC. PENN MEDICINE IS COMMITTED TO CREATING MORE ACCESSIBLE, HIGH-QUALITY, INTEGRATED MENTAL HEALTH CARE, PARTICULARLY FOR VULNERABLE POPULATIONS. PENN MEDICINE STRIVES TO INCREASE THE BEHAVIORAL HEALTH WORKFORCE CAPACITY AND DIVERSITY, EMPHASIZING A CULTURALLY FOCUSED APPROACH TO IMPROVE COMMUNITY ENGAGEMENT AND COMMUNITY UTILIZATION OF SERVICES. o HALL-MERCER COMMUNITY MENTAL HEALTH CENTER OF PENNSYLVANIA HOSPITAL IS DEDICATED TO ENRICHING THE LIVES OF PEOPLE AFFECTED BY MENTAL ILLNESS OR DEVELOPMENTAL DISABILITIES, PROVIDING A RANGE OF SERVICES FOR YOUNG CHILDREN TO ADULTS. THE CENTER HAS PLAYED A SIGNIFICANT ROLE IN BROADENING ACCEPTANCE AND ADVANCING CARE FOR PEOPLE WITH PSYCHIATRIC DISORDERS OR INTELLECTUAL DISABILITIES. SPECIFICALLY, THE CENTER PROVIDES COMPREHENSIVE OUTPATIENT SERVICES TO PHILADELPHIA RESIDENTS IN NEED. AS PART OF PHILADELPHIA'S BEHAVIORAL HEALTH SYSTEM, IT IS ONE OF 11 COMMUNITY MENTAL HEALTH CENTERS IN THE CITY. o THE STEVEN A. COHEN MILITARY FAMILY CLINIC AT THE UNIVERSITY OF PENNSYLVANIA DELIVERS CONFIDENTIAL MENTAL HEALTH CARE FOR VETERANS, SERVICE MEMBERS, AND THEIR FAMILIES AT NO COST. THE CLINIC USES TELEHEALTH TO BRING PENN MEDICINE'S WORLD-CLASS TREATMENT AND CARE TO VETERAN AND MILITARY COMMUNITIES ACROSS THE REGION. THE CLINIC SPECIALIZES IN PERSONALIZED, EVIDENCE-BASED MENTAL HEALTH CARE THAT IS PROVEN TO RESULT IN LONG-TERM OUTCOMES. THE CLINIC OFFERS EARLY MORNING AND EVENING HOURS, TRANSPORTATION ASSISTANCE, AND TELEHEALTH TO HELP VETERANS, SERVICE MEMBERS, AND MILITARY FAMILIES EASILY ACCESS THE CARE THEY DESERVE. o PRIMARY CARE SERVICE LINE INTEGRATED BEHAVIORAL HEALTH: IN 2018, THE PENN MEDICINE PRIMARY CARE SERVICE LINE PARTNERED WITH THE PERELMAN SCHOOL OF MEDICINE'S DEPARTMENT OF PSYCHIATRY TO DEVELOP AND IMPLEMENT AN INTEGRATED MODEL OF BEHAVIORAL HEALTH CARE CALLED THE COLLABORATIVE CARE BEHAVIORAL HEALTH (CCBH) PROGRAM. CCBH PUTS LICENSED CLINICAL SOCIAL WORKERS SPECIALLY TRAINED IN MENTAL HEALTH CARE INTO PRIMARY CARE OFFICES. FIVE SOCIAL WORKERS WORK IN EIGHT PENN MEDICINE PRIMARY CARE PRACTICES IN WEST PHILADELPHIA AND CENTER CITY AND ARE AVAILABLE TO MORE THAN 100,000 PATIENTS. THESE EXPERTS WORK WITH PRIMARY CARE PROVIDERS AND A PSYCHIATRIST TO ASSESS AND TREAT PATIENTS AS NEEDED DURING OR SUBSEQUENT TO THEIR PRIMARY CARE APPOINTMENTS. SERVICES RANGE FROM SCREENING FOR DEPRESSION TO SUPPORTING THOSE WHO ARE STRUGGLING WITH ADDICTION. o PENN MEDICINE INVESTS IN THE PENN CENTER FOR YOUTH AND FAMILY TRAUMA RESPONSE AND RECOVERY, WHICH PROVIDES A RANGE OF INTERVENTIONS FOR CHILDREN AND FAMILIES TO ADDRESS THE PHYSICAL AND PSYCHOLOGICAL SYSTEMS ASSOCIATED WITH TRAUMA. AS THE ONLY PROVIDER IN THE PHILADELPHIA AREA THAT OFFERS EFFECTIVE EARLY INTERVENTION FOR YOUTH, THE CENTER IS AN ESSENTIAL POINT OF ACCESS TO SPECIALIZED BEHAVIORAL HEALTH SERVICES FOR THOSE IN OUR COMMUNITY. o PENN PSYCHIATRY'S FELLOWSHIP IN COMMUNITY PSYCHIATRY: THIS IS A 1-YEAR NON-ACGME TRAINING PROGRAM RUN BY THE DEPARTMENT OF PSYCHIATRY. THROUGH THIS PROGRAM, PENN PSYCHIATRY CONTRACTS OUT THE SERVICES OF UP TO FOUR COMMUNITY FELLOWS TO PARTNERING COMMUNITY-BASED AGENCIES. COMMUNITY FELLOWS ARE BOARD-ELIGIBLE PSYCHIATRISTS THAT HAVE COMPLETED THEIR ADULT PSYCHIATRY TRAINING, AND THUS PROVIDE ATTENDING-LEVEL PSYCHIATRIC SERVICES TO THESE COMMUNITY AGENCIES DURING THEIR 1-YEAR TRAINING PROGRAM. o PUENTES DE SALUD WORKS TO ENSURE THE WELLNESS OF THE LATINO IMMIGRANT POPULATION IN SOUTH PHILADELPHIA BY OFFERING MEDICAL CARE, EDUCATION, AND SOCIAL SERVICES. MENTAL HEALTH SERVICES AT PUENTES DE SALUD AIM TO PROVIDE THE COMMUNITY WITH EVIDENCE-BASED APPROACHES TO EMPOWERMENT AND SOCIAL ISSUES. o UNITY HEALTH CLINIC IS A FREE CLINIC PRIMARILY SERVING UNINSURED INDONESIAN IMMIGRANTS OF CHINESE DESCENT. MEDICAL STUDENT VOLUNTEERS ASSIST AND SHADOW PENN FACULTY AND RESIDENTS. EACH WEEK, UNITY HEALTH CLINIC SEEKS TO PROVIDE HIGH-QUALITY, CULTURALLY COMPETENT MEDICAL CARE TO UNINSURED AND UNDERINSURED ADULTS, INCLUDING BEHAVIORAL HEALTH CARE. THE CLINIC OFFERS FREE PRIMARY AND PREVENTIVE CARE SERVICES, FREE OR REDUCED-COST MEDICATIONS, AND FREE INTERPRETER SERVICES. o PHILADELPHIA HUMAN RIGHTS CLINIC THE PHILADELPHIA HUMAN RIGHTS CLINIC (PHRC) IS A STUDENT-RUN ORGANIZATION WITH A MISSION TO PROVIDE NO-COST PSYCHIATRIC AND PHYSICAL EVALUATIONS OF SURVIVORS OF PERSECUTION SEEKING ASYLUM IN THE UNITED STATES. THIS IS NOT A PENN ORGANIZATION; HOWEVER, PENN MEDICAL STUDENTS ARE PART OF THE LEADERSHIP TEAM; AND THE FOUNDER AND MEDICAL DIRECTOR OF THE CLINIC IS ON PENN PSYCHIATRY'S FACULTY. o PENN MEDICINE CENTER FOR COMMUNITY HEALTH WORKERS IMPACT: COMMUNITY HEALTH WORKERS (CHWS) ARE UNIQUELY POISED TO SUPPORT COMMUNITY MEMBERS' MENTAL HEALTH NEEDS AND SUPPORT CONNECTIONS WITH HEALTH CARE. THE PENN MEDICINE CENTER FOR COMMUNITY HEALTH WORKERS' EVIDENCE-BASED IMPACT MODEL CHWS ARE SKILLED IN SYSTEM NAVIGATION AND CONNECTING WITH PATIENTS WITH COMPLEX HEALTH AND SOCIAL NEEDS. o INTEGRATED BEHAVIORAL HEALTH IN PRIMARY CARE: THE PENN MEDICINE PRIMARY CARE SERVICE LINE AND THE DEPARTMENT OF PSYCHIATRY'S COLLABORATIVE CARE BEHAVIORAL HEALTH (CCBH) PROGRAM PUTS LICENSED CLINICAL SOCIAL WORKERS (LCSWS) SPECIALLY TRAINED IN MENTAL HEALTH CARE INTO PRIMARY CARE OFFICES. LCSWS WORK IN PENN MEDICINE PRIMARY CARE PRACTICES TO ASSESS AND TREAT PATIENTS AS NEEDED DURING THEIR PRIMARY CARE APPOINTMENTS. SERVICES RANGE FROM SCREENING FOR DEPRESSION TO SUPPORTING THOSE WHO ARE STRUGGLING WITH ADDICTION. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | PRIORITY AREA #2: ACCESS TO PRIMARY AND SPECIALTY CARE PENN MEDICINE STRIVES TO IMPROVE HEALTH CARE ACCESS ACROSS THE COMMUNITIES WE SERVE. WE RECOGNIZE THE NEED TO PROVIDE LINKAGES BETWEEN MEDICAL SPECIALTIES AND THE COMMUNITY. OUR CARE IS DISTINGUISHED BY A HOLISTIC APPROACH TO TREATING THE ENTIRE FAMILY AND ADDRESSING THE CONTINUUM OF CARE. PENN MEDICINE RECOGNIZES THE STRONG RELATIONSHIP BETWEEN PRIMARY CARE ACCESS AND IMPROVED HEALTH OUTCOMES AND IS COMMITTED TO PROVIDING A PRIMARY CARE MEDICAL HOME FOR PATIENTS THROUGHOUT PHILADELPHIA. THE COVID-19 PANDEMIC EXACERBATED PATIENT ACCESS, WITH LONGER WAIT TIMES AND GAPS IN BASIC SERVICES BECOMING MORE ACUTE. GIVEN THESE CHALLENGES, PENN MEDICINE IS CONTINUOUSLY EVALUATING AND CREATING NEW ACCESS POINTS FOR PRIMARY AND SPECIALTY CARE IN ORDER TO MEET THE NEEDS OF OUR COMMUNITY AND ELIMINATE DISPARITIES IN ACCESS TO CARE. WE ENGAGE IN DIVERSE COMMUNITIES TO INFORM STRATEGIES TO IMPROVE ACCESS AND FACILITATE CARE CONNECTIONS. THESE STRATEGIES INCLUDE PARTNERSHIPS WITH FEDERALLY QUALIFIED HEALTH CENTERS (FQHC) AND OTHER SAFETY NET PROVIDERS THAT PROVIDE A KEY STRATEGIC PATHWAY. o THROUGH PENN'S NEW HOSPITAL FACILITY, THE PAVILION, WHICH OPENED IN 2021, PENN MEDICINE IS INCREASING ACCESS TO SPECIALTY CARE FOR PATIENTS AND ENHANCING OPPORTUNITIES FOR COLLABORATIVE CARE DELIVERY. WE HAVE TRANSFORMED HOW WE ORGANIZE AND DELIVER CARE, USING STATE-OF-THE-ART TECHNOLOGY AND NEW WAYS OF THINKING TO ENSURE THE PATIENT EXPERIENCE IS AT THE VERY CENTER OF EVERYTHING WE DO. WITH INNOVATION AND TECHNOLOGY AT THE HEART OF ITS DESIGN, THE HOSPITAL IS EQUIPPED TO DELIVER BOTH THE TREATMENTS OF TODAY AND THE MEDICAL ADVANCES OF TOMORROW. THE 17-STORY BUILDING ON PENN MEDICINE'S WEST PHILADELPHIA CAMPUS, WHICH HOUSES 504 PRIVATE PATIENT ROOMS AND 47 OPERATING ROOMS, IS AN EXPANDED FOOTPRINT OF HUP. THE PAVILION HOUSES INPATIENT CARE FOR CARDIOLOGY AND CARDIAC SURGERY, MEDICAL AND SURGICAL ONCOLOGY, NEUROLOGY AND NEUROSURGERY, AND TRANSPLANT SURGERY, AND IT IS HOME TO HUP'S NEW EMERGENCY DEPARTMENT. THE "REINVENTED" EMERGENCY DEPARTMENT WAS DESIGNED TO DECREASE WAIT TIMES, SPEED DIAGNOSIS, AND IMPROVE THE CARE EXPERIENCE. THIS NEW HOSPITAL INCREASES OUR CAPACITY TO PROVIDE EMERGENCY AND SPECIALTY SERVICES AND ENHANCING OPPORTUNITIES FOR COLLABORATIVE CARE DELIVERY. CUTTING-EDGE TECHNOLOGY HELPS ADVANCE TELEMEDICINE FUNCTIONALITY, WHICH IN TURN ALLOWS FOR MORE REMOTE MONITORING AND CONSULTATIONS BETWEEN PATIENTS-INCLUDING THOSE WHO FACE TRANSPORTATION OR SIMILAR BARRIERS-AND THEIR CARE TEAMS. o THE PENN MEDICINE PRIMARY CARE SERVICE LINE (PCSL) WAS CREATED TO ADVANCE PENN MEDICINE-WIDE COLLABORATION BETWEEN FAMILY AND INTERNAL MEDICINE CLINICAL SERVICES. o PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH PARTNERSHIP: THE DIVISION OF GENERAL INTERNAL MEDICINE FACULTY AND RESIDENTS PROVIDE PRIMARY CARE AT TWO OF THE CITY'S AMBULATORY HEALTH CENTERS IN WEST PHILADELPHIA. THIS UNIQUE PARTNERSHIP INCREASES THE POOL OF PRIMARY CARE PROVIDERS WHO ARE ABLE TO SERVE PHILADELPHIA RESIDENTS, REGARDLESS OF INSURANCE STATUS OR THEIR ABILITY TO PAY. o FEDERALLY QUALIFIED HEALTH CENTER (FQHC) PRENATAL CARE PARTNERSHIP: THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH FACULTY AND RESIDENTS PROVIDE PRENATAL CARE AT FOUR LOCAL WEST PHILLY FQHCS AND THESE PATIENTS DELIVER IN THE FAMILY MEDICINE SERVICE SECTION AT OUR UNIVERSITY HOSPITAL. THIS INNOVATIVE MODEL OF CARE EXPANDS ACCESS TO HIGH QUALITY PRIMARY CARE, ENSURES CONTINUITY OF CARE, AND IMPROVES HEALTH OUTCOMES. PENN IS ABOUT TO ADD ANOTHER FQHC NETWORK TO THIS PARTNERSHIP MODEL. FACULTY FROM FAMILY MEDICINE AND COMMUNITY HEALTH WILL PROVIDE PRIMARY AND PRENATAL CARE AT SEVERAL SITES THAT ARE PART OF THE GREATER PHILADELPHIA HEALTH ACTION, (GPHA), FQHC SYSTEM. o PUENTES DE SALUD AIMS TO IMPROVE COMMUNITY AND INDIVIDUAL HEALTH AND WELL-BEING NOT ONLY BY PROVIDING IMMEDIATE SERVICES, BUT ALSO BY RECOGNIZING AND CHALLENGING SOCIAL INEQUITIES AND INJUSTICES. PUENTES DE SALUD WORKS IN PARTNERSHIP WITH COMMUNITY MEMBERS, LOCAL AND PUBLIC SCHOOLS, UNIVERSITIES, AND COMMUNITY ORGANIZATIONS. PENN MEDICINE PHYSICIANS, STAFF, AND STUDENTS PARTNER WITH PUENTES DE SALUD TO PROVIDE CLINICAL SERVICES INCLUDING ADULT PRIMARY CARE AND WOMEN'S HEALTH SERVICES. ON A MONTHLY BASIS, PENN ALSO OFFERS SPECIALIZED CARE IN THE FOLLOWING AREAS: CARDIOLOGY, DERMATOLOGY, NEUROLOGY, OPHTHALMOLOGY, PEDIATRICS, PHYSIOTHERAPY, AND PODIATRY AT PUENTES. o STDS CLINIC AT HEALTH CENTER #1: ALONG WITH THE CITY'S DEPARTMENT OF PUBLIC HEALTH, PENN DERMATOLOGY FACULTY AND RESIDENTS STAFF A FREE, BIWEEKLY STD CLINIC. THE CLINIC ACCEPTS WALK-INS AND PROVIDES TESTING AND TREATMENT SERVICES AT NO COST. o PERELMAN SCHOOL OF MEDICINE COMMUNITY CLINICS: PENN MEDICINE PHYSICIANS AND STAFF PROVIDE PRIMARY AND SPECIALTY CARE ACCESS IN A NETWORK OF COMMUNITY-BASED, STUDENT-LED CLINICS IN UNDERSERVED COMMUNITIES THROUGHOUT PHILADELPHIA. THESE CLINICS PROVIDE SUPPORT TO COMMUNITIES THAT FACE SIGNIFICANT ACCESS BARRIERS TO CARE INCLUDING GEOGRAPHY, CITIZENSHIP STATUS, AND LANGUAGE. TWO CLINICS WITH PLANS TO EXPAND THEIR SERVICE FOOTPRINT ARE HIGHLIGHTED HERE, HOWEVER THE WEBSITE PROVIDES INFORMATION FOR ALL OF THE CLINICS THAT OFFER CRITICAL ACCESS POINTS. > THE CENTER FOR SURGICAL HEALTH (CSH) IS A MULTIDISCIPLINARY CENTER, HOUSED IN THE DEPARTMENT OF SURGERY. CSH PROVIDES A NEW ACCESS POINT INTO SUSTAINABLE, HIGH-VALUE SURGICAL CARE FOR PATIENTS WHO TYPICALLY RELY ON THE EMERGENCY ROOM FOR TREATMENT. THE CSH PROVIDED SURGICAL AND CARE NAVIGATION SERVICES TO OVER 200 PATIENTS IN 2021, MANY REFERRED THROUGH PUENTES DE SALUD AND THE UNIVERSITY CITY HOSPITALITY COALITION AND WILL GROW THE NUMBER OF PATIENTS SERVED AS THE CSH EXPANDS. WITH PENN MEDICINE NOW MANAGING THE INPATIENT CLINICAL SERVICES AT THE NEWLY FORMED PHMC PUBLIC HEALTH CAMPUS ON CEDAR, PATIENTS FROM WEST AND SOUTHWEST PHILADELPHIA WILL HAVE AN ADDITIONAL ACCESS POINT AT HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP) - CEDAR AVENUE TO RECEIVE CARE THROUGH CSH. > UNITED COMMUNITY CLINIC (UCC) IS A FREE HEALTH CLINIC COORDINATED WEEKLY BY UNIVERSITY OF PENNSYLVANIA STUDENTS FROM THE SCHOOLS OF MEDICINE, DENTISTRY, NURSING, AND SOCIAL WORK. IT COLLABORATES WITH RESIDENTS AND COMMUNITY PARTNERS TO ADDRESS THE MEDICAL AND SOCIAL HEALTH NEEDS, WITH THE GOAL OF BUILDING A STRONGER AND HEALTHIER COMMUNITY. SERVICES INCLUDE HEALTH PHYSICALS, ACUTE CARE, DENTAL CARE, EYE CARE, SOCIAL WORK RESOURCES, AND HEALTH INSURANCE ASSISTANCE. IN 2023 UCC WILL BE EXPANDING TO A SECOND CLINICAL SITE IN SOUTHWEST PHILADELPHIA SERVICING COMMUNITY MEMBERS OF THE AFRICAN AND CARIBBEAN DIASPORA. > ICNA RELIEF'S SOCIAL HEALTH AND MEDICAL SERVICE CLINIC (SHAMS CLINIC) IS A NONPROFIT ORGANIZATION THAT ENDEAVORS TO IMPROVE THE HEALTH AND SOCIAL WELL-BEING OF UNDERSERVED COMMUNITIES IN PHILADELPHIA. IN 2022 PHYSICIANS FROM THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH BEGAN TO PROVIDE PRIMARY CARE SERVICES AT THE SHAMS CLINIC WEST PHILADELPHIA LOCATION, EXPANDING ACCESS TO CARE FOR THAT COMMUNITY. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | o THE REFUGEE CLINIC AT THE PENN CENTER FOR PRIMARY CARE IS A COLLABORATIVE EFFORT BETWEEN THE PRIMARY CARE AND GLOBAL HEALTH TRACKS OF THE INTERNAL MEDICINE RESIDENCY PROGRAM IN PENN MEDICINE, AND OUR PARTNER RESETTLEMENT AGENCY, HIAS PENNSYLVANIA. THE PENN MEDICINE REFUGEE CLINIC IS A MEMBER OF THE PHILADELPHIA REFUGEE HEALTH COLLABORATIVE (PRHC), A REGIONAL COALITION CONSISTING OF PHILADELPHIA'S THREE REFUGEE RESETTLEMENT AGENCIES AND EIGHT REFUGEE HEALTH CLINICS. THE CORE MISSION OF THE COLLABORATIVE IS TO CREATE AN EQUITABLE SYSTEM OF REFUGEE HEALTH CARE IN THE PHILADELPHIA REGION THAT ENSURES A CONSISTENTLY HIGH STANDARD OF CARE FOR ALL NEWLY ARRIVED REFUGEES. EACH YEAR, PRHC PROVIDES DOMESTIC HEALTH SCREENINGS, PRIMARY CARE (INCLUDING NEWBORN, PEDIATRICS, ADULT MEDICINE, GERIATRIC, OBSTETRIC AND GYNECOLOGIC CARE) AND ACCESS TO LABORATORY, RADIOLOGY, AND SUBSPECIALTY SERVICES TO 800 NEWLY ARRIVED REFUGEES. PRHC ALSO PROVIDES ONGOING PRIMARY CARE AND WOMEN'S HEALTH SERVICES TO ESTABLISHED REFUGEE PATIENTS. THE PENN MEDICINE REFUGEE CLINIC CURRENTLY OPERATES EVERY MONDAY AFTERNOON WITH OVER 20 RESIDENT PHYSICIANS AND SEES OVER 75 NEW ARRIVALS EACH YEAR. FIVE ATTENDING PHYSICIANS' PRECEPT IN THE CLINIC, ALL OF WHOM ARE EXPERIENCED IN GLOBAL HEALTH, TRAVEL MEDICINE OR INFECTIOUS DISEASES. OVER THIRTY DIFFERENT LANGUAGES ARE SPOKEN IN CLINIC BY REFUGEE POPULATIONS FROM BHUTAN, MYANMAR, ERITREA, LIBERIA, DARFUR, SOUTH SUDAN, RUSSIA, UKRAINE, THE DEMOCRATIC REPUBLIC OF THE CONGO AND MANY OTHER COUNTRIES. THE CLINIC HOSTS A ONCE-MONTHLY WOMEN'S HEALTH CLINIC SPECIFICALLY FOCUSING ON THE HEALTH NEEDS OF REFUGEE WOMEN AND A WEEKLY LATENT TUBERCULOSIS INFECTION (LTBI) CLINIC, RUN BY A PHARMACIST AND PHARMACY STUDENTS, FOCUSING ON LTBI DIAGNOSIS AND TREATMENT. IN 2023, THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH WILL JOIN THE PRHC AND ESTABLISH A SECOND PENN MEDICINE REFUGEE CLINIC SITE WITH A FOCUS ON FULL-SPECTRUM PRIMARY CARE FOR FAMILIES INCLUDING PRENATAL AND OBSTETRICAL CARE. o COLORECTAL CANCER SCREENING NAVIGATION PROGRAM: COLON CANCER IS THE FOURTH MOST COMMON CANCER IN OUR REGION AND THE SECOND LEADING CAUSE OF DEATH. THE ABRAMSON CENTER'S COLORECTAL CANCER SCREENING NAVIGATION PROGRAM AT PENN MEDICINE HELPS PATIENTS OVERCOME IMPEDIMENTS TO COLONOSCOPY. THE SYSTEM WIDE GOAL TO INCREASE COLORECTAL CANCER SCREENING IN BLACK PATIENTS HAS BEEN VERY SUCCESSFUL, ACHIEVING OVER 70% SCREENING RATE, EVEN IN THE MIDST OF COVID. o THE HEALTHY WOMAN PROGRAM: MAMMOGRAMS LEAD TO EARLY DIAGNOSIS AND BETTER PROGNOSIS. THE ABRAMSON CANCER CENTER'S HEALTHY WOMAN PROGRAM AT PENN MEDICINE OFFERS FREE BREAST AND CERVICAL CANCER SCREENINGS AND DIAGNOSTIC EVALUATIONS TO UNINSURED AND UNDERINSURED WOMEN AGES 40 TO 65 WHO RESIDE IN PHILADELPHIA. FUNDING IS PROVIDED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION'S NATIONAL BREAST AND CERVICAL CANCER PREVENTION PROGRAM, AND A COMMONWEALTH OF PENNSYLVANIA CONTRACT ADMINISTERED THROUGH ACCESS MATTERS, WITH NAVIGATION SUPPORTED BY THE AMERICAN CANCER SOCIETY AND THE ABRAMSON CANCER CENTER'S RENA ROWAN BREAST CENTER FUND. IF CANCER IS DIAGNOSED, THE PENNSYLVANIA BREAST AND CERVICAL CANCER PREVENTION AND TREATMENT PROGRAM WILL COVER TREATMENT. PRIORITY AREA #3: CHRONIC DISEASE PREVENTION AND MANAGEMENT THE US CENTERS FOR DISEASE CONTROL AND PREVENTION DEFINES A CHRONIC DISEASE AS A CONDITION THAT LASTS AT LEAST ONE YEAR AND REQUIRES ONGOING MEDICAL ATTENTION, LIMITS DAILY ACTIVITIES, OR BOTH. SOME EXAMPLES INCLUDE HEART DISEASE, CANCER, STROKE, DIABETES, CHRONIC KIDNEY DISEASE, AND CHRONIC OBSTRUCTIVE PULMONARY DISEASE (COPD)-CONDITIONS THAT ARE LEADING CAUSES OF DEATH IN THE PENN MEDICINE SERVICE AREA. PHILADELPHIA COUNTY HAS A SUBSTANTIALLY HIGHER RATE OF PREMATURE CARDIOVASCULAR DEATH AND ABOVE-AVERAGE RATES OF CANCER MORTALITY WHEN COMPARED WITH OTHER COUNTIES IN THE SERVICE AREA. FOR MANY REASONS, CHRONIC DISEASE CAN BE DIFFICULT TO MANAGE-DUE TO THE COMPLEXITY OF MEDICAL AND LIFESTYLE CHANGE REGIMENS AND THE RELATED DAY-TO-DAY CHALLENGES. THESE CHALLENGES ARE EVEN MORE CONCERNING FOR PEOPLE WHO HAVE LIMITED ACCESS TO NECESSARY MEDICAL CARE, RESOURCES, AWARENESS, AND SUPPORT. THE FOLLOWING PROGRAMS ARE EXEMPLARY INITIATIVES AT PENN MEDICINE THAT HELP PATIENTS AND COMMUNITY MEMBERS TO PREVENT AND/OR MANAGE CHRONIC DISEASES. THIS LIST IS NOT EXHAUSTIVE, AND THERE ARE MANY MORE RELEVANT PROGRAMS ACROSS THE HEALTH SYSTEM. o COLORECTAL CANCER SCREENING OUTREACH AND NAVIGATION PROGRAM: THIS INNOVATIVE, COMMUNITY-BASED PROGRAM MAKES COLON CANCER SCREENING ACCESSIBLE, CONVENIENT, AND AFFORDABLE TO PHILADELPHIANS. FOLLOWING PENN MEDICINE'S RECENT EXPANSION OF AVAILABLE SCREENING OPTIONS FOR THE DISEASE, MORE THAN 3,800 LOCAL RESIDENTS HAVE RECEIVED COLORECTAL SCREENINGS, EITHER WITHIN HEALTH CENTERS OR THROUGH PRIVATE AT-HOME SCREENINGS, WHICH HAVE PROVEN SUCCESSFUL IN SCREENING PEOPLE WHO WOULD NOT OTHERWISE HAVE PARTICIPATED. o SCREEN TO SAVE: THIS FAITH-BASED OUTREACH PROGRAM TARGETS PHILADELPHIA'S BLACK COMMUNITIES. THE GOAL OF THE PROGRAM, WHICH WAS STARTED BY THE NATIONAL CANCER INSTITUTE'S CENTER TO REDUCE CANCER HEALTH DISPARITIES AND COUNTS PENN MEDICINE'S ABRAMSON CANCER CENTER AMONG SCORES OF NATIONAL PARTNERS, IS TO INCREASE COLORECTAL CANCER SCREENING RATES AMONG MEN AND WOMEN AGES 45 TO 75 FROM RACIALLY AND ETHNICALLY DIVERSE COMMUNITIES. THIS YEAR, SCREEN TO SAVE HAS HOSTED SEVEN EVENTS, WHICH TOGETHER ATTRACTED ABOUT 2,700 ATTENDEES. FURTHER, THE PROGRAM PROVIDED 195 FREE ON-SITE CANCER SCREENINGS. SINCE OCTOBER 2020, THE PROGRAM PROVIDED 553 PATIENTS WITH FREE NAVIGATION TO COLONOSCOPIES VIA THE DRIVE BY FLU FIT PROGRAM, ALSO FACILITATED IN PARTNERSHIP WITH CHURCHES, OF WHICH 7 PERCENT HAD A POSITIVE FINDING (I.E., BLOOD IN THEIR STOOL). o PENN MEDICINE BREAST HEALTH INITIATIVE: IN RECOGNITION OF THE BARRIERS THAT CAN EXIST FOR WOMEN SEEKING BREAST CANCER SCREENING AND TREATMENT, PENN MEDICINE OFFERS BREAST SCREENINGS AS WELL AS DIAGNOSTIC AND TREATMENT SERVICES TO UNDERSERVED AND UNINSURED WOMEN IN PARTNERSHIP WITH MORE THAN A DOZEN NONPROFITS AND CLINICS IN THE REGION. SINCE ITS INCEPTION IN 2014, THE INITIATIVE HAS PROVIDED FREE MAMMOGRAMS TO MORE THAN 4,500 WOMEN. OF THESE, 50 PERCENT OF THE WOMEN WERE LATINA, 28 PERCENT WERE BLACK, AND 56 PERCENT DID NOT SPEAK ENGLISH. TO DATE, 77 CASES OF BREAST CANCER HAVE BEEN IDENTIFIED AND TREATED THROUGH THE INITIATIVE. o PENN MEDICINE BREAST AND CERVICAL CANCER EARLY DETECTION PROGRAM: THIS BREAST AND CERVICAL CANCER SCREENING NAVIGATION PROGRAM PROVIDES FREE BREAST SCREENING AND DIAGNOSTIC SERVICES TO ELIGIBLE WOMEN WHO ARE UNINSURED OR UNDERINSURED. o THE CUT HYPERTENSION PROJECT: THIS INNOVATIVE PROGRAM TURNS THE CORNER BARBERSHOP- WELL-KNOWN AS INFORMAL GATHERING PLACES IN MANY BLACK AND LATINO COMMUNITIES-INTO A HEALTH HUB AS WELL AS A SOCIAL HUB. IN LOCAL BARBERSHOP, PHILLY CUTS, VOLUNTEERS CONDUCT BLOOD PRESSURE SCREENINGS AND SPREAD INFORMATION ON HOW TO COMBAT HYPERTENSION IN THE BLACK COMMUNITY. PROJECT LEADERS AND VOLUNTEERS ALSO PROVIDE EDUCATION ON HEALTHY DIETING AND EXERCISE, AND THIS YEAR BEGAN HANDING OUT COVID-19 TESTS AT THE BARBERSHOP. THE PROGRAM NOT ONLY HELPS ADDRESS HYPERTENSION BUT BUILDS TRUST BETWEEN HEALTH CARE PROVIDERS AND THE BLACK RESIDENTS OF WEST PHILADELPHIA. o CAN PREVENT CANCER: PENN MEDICINE OFFERS AN ANNUAL, COMMUNITY-BASED CONFERENCE FOCUSED ON SPREADING KNOWLEDGE AND AWARENESS OF DIFFERENT FORMS OF CANCER, INCLUDING COLON, BREAST, AND LUNG CANCERS. THIS YEAR, 8,350 PATIENTS AND CAREGIVERS PARTICIPATED IN THE EVENT. o STROKE COMMUNITY EDUCATION PROGRAM: IN RECOGNITION THAT STROKE IS THE NUMBER-ONE PREVENTABLE CAUSE OF DISABILITY, PENN MEDICINE OFFERS COMMUNITY-BASED, STROKE-RELATED EDUCATIONAL PROGRAMMING AT EVERY HOSPITAL IN THE SYSTEM. RISK FACTORS ARE IDENTIFIED THROUGH A COMMUNITY HEALTH NEEDS ASSESSMENT, WITH PROGRAM STAFF STRIVING TO HELP RESIDENTS COMBAT ANY RISK FACTORS THAT EMERGE, WHILE WORKING TO INCREASE AWARENESS OF STROKE AND ITS SYMPTOMS. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | o WALK WITH A FUTURE DOC: WWFD AIMS TO PROMOTE PHYSICAL ACTIVITY AND WELL-BEING IN PHILADELPHIA NEIGHBORHOODS, FOCUSING ON USING EXERCISE TO BETTER MANAGE OBESITY, HYPERTENSION, AND DIABETES. THE PENN CENTER FOR PUBLIC HEALTH , IN PARTNERSHIP WITH MEDICAL STUDENTS FROM THE PERELMAN SCHOOL OF MEDICINE, CREATED ONE OF THE FIRST WWFD CHAPTERS IN THE COUNTRY. EACH BIWEEKLY WALK STARTS WITH A SHORT TALK FROM A MEDICAL STUDENT ON A RELEVANT HEALTH TOPIC, FOLLOWED BY A BRIEF Q&A SESSION. AN INFORMAL, ONE-HOUR WALK FOLLOWS, WITH TALKS ON CHRONIC DISEASE AND OTHER RELEVANT HEALTH TOPICS CONTINUING DURING THE WALK. SCHOOL OF MEDICINE FACULTY MENTORS PROVIDE OVERSIGHT FOR ALL EDUCATIONAL CONTENT. o BASSER CENTER FOR BRCA: THE CENTER'S MISSION IS TO SEE A WORLD FREE OF THE DEVASTATING EFFECTS OF BRCA-RELATED CANCERS. MEN AND WOMEN WITH MUTATIONS IN EITHER THE BRCA1 OR BRCA2 GENES ARE AT HEIGHTENED RISK FOR CERTAIN CANCERS, INCLUDING BREAST, OVARIAN, PROSTATE, AND PANCREATIC CANCERS. THESE GENE MUTATIONS CAN BE PASSED ON TO CHILDREN BY EITHER MEN OR WOMEN. THE BASSER CENTER CONDUCTS CUTTING-EDGE REPORT AND ALSO CONDUCTS OUTREACH AND EDUCATION IN COMMUNITIES. THE BASSER CENTER IS A PLACE WHERE FAMILIES CAN TURN FOR EDUCATION AND GENETIC COUNSELING. THE CENTER AND ITS LEADERS ARE DEDICATED TO RAISING AWARENESS, WHICH IS CURRENTLY THE MOST EFFECTIVE WAY TO SAVE LIVES AND PROVIDE OPTIONS TO THOSE AFFECTED BY A BRCA MUTATION. THE CENTER'S EDUCATIONAL INITIATIVES FOCUS ON RAISING AWARENESS AND PROVIDING EDUCATION AND RESOURCES TO COMMUNITIES THROUGHOUT PHILADELPHIA, INCLUDING TARGETED OUTREACH TO BLACK, LATINO, AND LGBTQ POPULATIONS. o HEART HEALTH BRIDGE TO CARE: HEART HEALTH BRIDGE TO CARE CLINIC PROVIDES LONG-TERM CARE TO UNDERINSURED INDIVIDUALS IN THE PARKSIDE SECTION OF PHILADELPHIA. UNDER FACULTY SUPERVISION, MEDICAL, NURSING, PHARMACY, AND SOCIAL WORK STUDENTS WORK TOGETHER TO DEVELOP CARE PLANS FOR PATIENTS WITH HEART DISEASE. SERVICES INCLUDE FREE MEDICATIONS, SUPPORT FOR DIET AND LIFESTYLE CHANGES, PATIENT EDUCATION, AND REGULAR FOLLOW-UP VISITS. o NATIONAL DIABETES PREVENTION PROGRAM (NDPP): THIS YEAR-LONG, RESEARCH-BASED PROGRAM USES CURRICULUM PUBLISHED BY THE CENTERS FOR DISEASE CONTROL AND PREVENTION TO PROMOTE HEALTHY EATING AND PHYSICAL ACTIVITY IN INDIVIDUALS AT RISK FOR DEVELOPING TYPE 2 DIABETES. PROVIDED AT MOST PENN MEDICINE DIABETES EDUCATION CENTERS, THE NDPP ENCOURAGES HEALTHY LIFESTYLE CHANGES TO DELAY OR PREVENT A DIAGNOSIS OF TYPE 2 DIABETES. o DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT PROGRAMS (DSMES): DIABETES IS A COMPLEX CONDITION THAT INVOLVES MANY DAILY SELF-MANAGEMENT HABITS. DSMES PROGRAMS PROVIDE INDIVIDUALS LIVING WITH DIABETES WITH THE TOOLS AND SUPPORT NEEDED TO ADDRESS THE BEHAVIORAL, EDUCATIONAL, MEDICAL, AND MENTAL ASPECTS OF DIABETES MANAGEMENT. THESE SKILLS CAN HELP PEOPLE WITH DIABETES ENHANCE THEIR DAILY SELF-CARE, DECREASE COMPLICATIONS OF DIABETES, AND IMPROVE OVERALL HEALTH OUTCOMES. IN THE PAST FISCAL YEAR, OVER 500 INDIVIDUALS HAVE ATTENDED DIABETES SELF-MANAGEMENT EDUCATION AND SUPPORT SESSIONS OFFERED AT THE ACCREDITED PENN MEDICINE DIABETES EDUCATION CENTERS, INCLUDING PENNSYLVANIA HOSPITAL. o LAZAREX CANCER FOUNDATION REIMBURSES FOR CANCER TRIALS PARTICIPANTS: THE LAZAREX FOUNDATION WORKS TO IMPROVE CANCER HEALTH OUTCOMES AND DIVERSITY IN CLINICAL TRIALS. THE ABRAMSON CANCER CENTER TAKES PART IN THE FOUNDATION'S PATIENT FINANCIAL ASSISTANCE PROGRAM, WHICH PROVIDES LOWER-INCOME PEOPLE WITH SLIDING-SCALE REIMBURSEMENT FOR THE OUT-OF-POCKET COSTS, SUCH AS TRAVEL AND LODGING, THAT ARE OFTEN VIEWED AS BARRIERS TO PARTICIPATING IN CANCER CLINICAL TREATMENT TRIALS. PRIORITY AREA #4: SUBSTANCE USE AND RELATED DISORDERS THE OPIOID CRISIS CONTINUES TO TAKE ITS TOLL ON PHILADELPHIA, WITH AN ALARMING IMPACT DURING COVID-19, INCLUDING A 30 PERCENT INCREASE IN OVERDOSE DEATHS THROUGHOUT PENN MEDICINE'S PHILADELPHIA SERVICE AREA, AND A 30 PERCENT INCREASE IN OVERDOSE DEATHS SPECIFICALLY AMONG BLACK PATIENTS IN THE CITY, BOTH SINCE 2019. PENN MEDICINE IS WORKING TO CHANGE THOSE STATISTICS, PROVIDING HIGH-QUALITY CARE TO THOSE IN NEED, WORKING IN HARD-HIT NEIGHBORHOODS TO HELP PEOPLE STRUGGLING WITH ADDICTION, ADVOCATING FOR POSITIVE CHANGE, AND TRAINING PHYSICIANS AND OTHER HEALTH PROFESSIONALS IN ADDICTION MEDICINE. PENN MEDICINE PROGRAMS FOR SUBSTANCE USE AND RELATED DISORDERS INCLUDE THE FOLLOWING. o PENN MEDICINE CENTER FOR ADDICTION MEDICINE AND POLICY FOUNDED IN 2019, CAMP IS A MULTIDISCIPLINARY INITIATIVE THAT HELPS ADVANCE PENN MEDICINE AS A LEADER IN ADDICTION MEDICINE EDUCATION AND SUBSTANCE USE TREATMENT AND RESEARCH. A RANGE OF PROFESSIONALS, FROM NURSING TO SOCIAL WORK TO SURGERY, WORK IN PARTNERSHIP WITH RECOVERY SPECIALISTS TO IMPROVE EVIDENCE-BASED AND STIGMA-FREE CARE FOR PATIENTS WITH OPIOID USE AND/OR ANY OTHER SUBSTANCE USE DISORDER. CAMP STAFF WORK TO RAISE AWARENESS THAT OPIOID USE DISORDER (OUD) IS TREATABLE, WHILE STRATEGIZING TO FACILITATE ENHANCED CARE IN THE EMERGENCY DEPARTMENT, PRIMARY CARE, AND HOSPITAL SETTINGS. CAMP ALSO PROVIDES HARM REDUCTION AND OVERDOSE EDUCATION AND RESOURCES IN THE COMMUNITY. o PRIMARY CARE MEDICATION FOR MOUD: PRIMARY CARE IS A CRITICAL PART OF ANY RESPONSE TO THE OPIOID EPIDEMIC. PRIMARY CARE PHYSICIANS FROM THE PERELMAN SCHOOL OF MEDICINE'S DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH AND DIVISION OF GENERAL INTERNAL MEDICINE LED EFFORTS TO BUILD AND EXPAND ACCESS TO MEDICATIONS FOR OPIOID USE DISORDERS (MOUDS) AND HARM REDUCTION SERVICES AT PENN MEDICINE. INCORPORATING MOUD CARE INTO PRIMARY CARE HAS DECREASED STIGMA, EXPANDED ACCESS, EMPHASIZED HARM REDUCTION, AND PROVIDED CRITICAL HEALTH CARE SERVICES. FIVE PENN MEDICINE PRACTICES IN DOWNTOWN PHILADELPHIA NOW OFFER HIGH-QUALITY MOUD CARE WITHIN THEIR CLINICAL OPERATIONS. IN COMBINATION, MORE THAN 400 PATIENTS WITH SUBSTANCE USE DISORDERS PASSED THROUGH THEIR DOORS THE LAST YEAR. o PREVENTION POINT PHILADELPHIA CELEBRATING 30 YEARS OF SERVICE IN 2022, PPP IS A NONPROFIT PUBLIC HEALTH ORGANIZATION PROVIDING HARM REDUCTION SERVICES TO PHILADELPHIA AND THE SURROUNDING AREA. PENN MEDICINE WILL CONTINUE ITS PARTNERSHIP WITH THE ORGANIZATION, PROVIDING COUNSELING SERVICES, CASE MANAGEMENT, NEEDLE EXCHANGES, LEGAL SERVICES, AND OVERDOSE PREVENTION AND REVERSAL TRAINING. FACULTY AND RESIDENTS FROM THE PERELMAN SCHOOL OF MEDICINE'S DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH ARE PART OF THE CARE TEAM AT PPP AND WILL CONTINUE TO PROVIDE CARE FOR INDIVIDUALS WITH SUBSTANCE USE DISORDERS. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | o PERINATAL RESOURCE FOR OPIOID USE DISORDER: THROUGH ITS PROUD INITIATIVE, PENN FAMILY CARE IN DOWNTOWN PHILADELPHIA PROVIDES COMPREHENSIVE, MULTIDISCIPLINARY CARE TO PATIENTS WITH A HISTORY OF OPIOID USE DISORDER DURING AND AFTER PREGNANCY. PATIENTS ARE SEEN IN DEDICATED SESSIONS BY PROVIDERS TRAINED IN MANAGING OPIOID USE DISORDERS AS WELL AS PRENATAL/INTRAPARTUM/POSTPARTUM CARE. THE PROUD TEAM ALSO INCLUDES CERTIFIED RECOVERY SPECIALISTS, A CLINICAL PHARMACIST, AN HIV AND VIRAL HEPATITIS SPECIALIST, AND ACCESS TO PSYCHIATRIC SERVICES. o MOBILE OVERDOSE SURGE BUS PROJECT IN COLLABORATION WITH PREVENTION POINT PHILADELPHIA AND THE PHILADELPHIA DEPARTMENT OF BEHAVIORAL HEALTH AND INTELLECTUAL DISABILITY SERVICES, EXPERT CAREGIVERS DELIVER SERVICES AND RESOURCES TO COMMUNITIES THAT ARE ESPECIALLY VULNERABLE TO OVERDOSE. THIS INCLUDES DISTRIBUTING NARCAN, DELIVERING TRAININGS ON HARM REDUCTION AND OVERDOSE REVERSAL, CASE MANAGEMENT, AND COVID-19 VACCINES, AMONG OTHER SERVICES. THE PROJECT PAIRS HARM REDUCTION SERVICES WITH MOBILE MOUD TREATMENT IN OVERDOSE "HOTSPOTS" IN PHILADELPHIA. MANY OF THESE PATIENTS ARE THEN REFERRED TO PENN MEDICINE PRIMARY CARE SITES FOR ONGOING TREATMENT, THUS CREATING A CRITICAL LINK FOR MANY PATIENTS WHO HAD NOT PREVIOUSLY ACCESSED CARE. o PHILLY RESPOND TO RAISE PUBLIC AWARENESS OF OVERDOSE PREVENTION, PERELMAN SCHOOL OF MEDICINE FACULTY, STAFF, AND STUDENTS PARTNERED WITH EXPERTS FROM PENN'S CENTER FOR PUBLIC HEALTH INITIATIVES AND THE PHILADELPHIA INQUIRER TO FORM PHILLY RESPOND, A PROJECT THAT USES COMMUNITY STORYTELLING, VISUAL IMAGES, AND DATA ANALYSIS TO SHIFT SOCIAL NORMS AND REDUCE THE STIGMA SURROUNDING SUBSTANCE USE DISORDERS. THE PROJECT'S MISSION IS TO REDUCE THE TOLL OF THE OVERDOSE CRISIS BY EMPOWERING PHILADELPHIA CITIZENS TO CARRY NALOXONE, A DRUG THAT CAN REVERSE AN OPIOID OVERDOSE. PHILLY RESPOND MAINTAINS A PUBLICLY AVAILABLE CALENDAR OF NALOXONE TRAININGS, MAINTAINS AN FAQ PAGE ON NALOXONE, AND PROVIDES INFORMATION ON WHERE TO GET NALOXONE. THE PROJECT ALSO FEATURES STORY SLAM, A SERIES OF STORYTELLING EVENTS WHERE PARTICIPANTS SHARE STORIES ABOUT THEIR PERSONAL EXPERIENCES WITH NALOXONE IN PHILADELPHIA, WITH THE GOAL OF ENCOURAGING PHILADELPHIANS TO BE PART OF THE COMMUNITY'S EFFORTS TO HALT OVERDOSE DEATHS IN THE CITY. o PENN MEDICINE OPIOID TASK FORCE: THE PENN MEDICINE OPIOID STEWARDSHIP TASK FORCE IS A HEALTH-SYSTEM WIDE INITIATIVE THAT AIMS TO SIGNIFICANTLY STANDARDIZE AND IMPROVE PATIENT CARE FOR ALL IRRESPECTIVE OF THEIR CULTURE OR BACKGROUND, REDUCE OPIOID-RELATED HARM TO PATIENTS, DECREASE RATES OF LEAVING AGAINST MEDICAL ADVICE (AMA) IN PATIENTS WITH OUD, AND REDUCE THE NUMBER OF UNUSED OPIOIDS IN THE COMMUNITY. o CENTER FOR OPIOID RECOVERY AND ENGAGEMENT: CORE PROVIDES COMPREHENSIVE PEER SUPPORT FOR INDIVIDUALS STRUGGLING WITH OPIOID USE, AS WELL AS THEIR LOVED ONES. THE CENTER'S MISSION IS TO SUPPORT ALL PATHWAYS TO RECOVERY AND REMOVE BARRIERS FOR PATIENTS THROUGHOUT THE PENN HEALTH SYSTEM. o SCHOOL OF MEDICINE ADDICTION MEDICINE FELLOWSHIP: THE PERELMAN SCHOOL OF MEDICINE'S DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH WAS APPROVED TO PROVIDE TRAINING FOR TWO FELLOWSHIP POSITIONS IN ADDICTION MEDICINE. TWO CLINICIANS WILL BE TRAINED ANNUALLY IN ONE-YEAR POSITIONS TO BECOME CLINICAL EXPERTS IN ADDICTION MEDICINE. THIS FELLOWSHIP WILL CREATE AN ADDICTION MEDICINE CONSULT SERVICE TO PROVIDE GUIDANCE TO CLINICIANS TREATING PATIENTS WITH SUBSTANCE USE DISORDER. THE FELLOWSHIP WILL ADD TO THE PIPELINE OF PROVIDERS WHO CAN PROVIDE CLINICAL ADDICTION SERVICES AND EDUCATION IN PHILADELPHIA. o CARE CONNECT WARM LINE: THIS TELEHEALTH ADDICTION BRIDGE SERVICE IS A NEW INNOVATION DESIGNED TO IMPROVE SAME-DAY ACCESS TO TREATMENTS. THE PROJECT EMERGED FROM THE EARLY PHASES OF THE COVID-19 PANDEMIC, WHEN THE NEED FOR SAFER, REMOTE SOLUTIONS LIKE TELEHEALTH LED TO A SWIFT TRANSFORMATION OF MANY ASPECTS OF OUTPATIENT AND INPATIENT CARE. o PEER FELLOWSHIP PROGRAM FOR CERTIFIED RECOVERY SPECIALISTS (CRS): THE CRS IS AN IMPORTANT PROFESSIONAL IN ADDICTION AND RECOVERY CARE TEAMS. PENN MEDICINE PROVIDES TRAINING OPPORTUNITIES FOR CRS ON IMPROVING PATIENT TRANSITIONS FROM ACUTE CARE BACK INTO THE COMMUNITY. PRIORITY AREA #5: HEALTH CARE AND HEALTH RESOURCES NAVIGATION PENN MEDICINE RECOGNIZES THAT BARRIERS TO NAVIGATING THE HEALTH CARE SYSTEM CONTRIBUTE TO INEQUITIES AND POOR HEALTH OUTCOMES. COMMUNITY HEALTH WORKERS, SOCIAL WORKERS, CLINICIANS, STUDENTS, AND A HOST OF OTHER PENN MEDICINE PROFESSIONALS ARE HELPING PATIENTS MORE EASILY NAVIGATE THE SYSTEM. PENN MEDICINE IS A PART OF A REGIONAL COLLABORATIVE THAT INVESTS IN RESOURCE CONNECTS AND WORKS TOGETHER TO IMPROVE HEALTH CARE AND HEALTH RESOURCE NAVIGATION FOR PHILADELPHIA. THE BELOW PROGRAMS WORK TO LINK PATIENTS DIRECTLY TO HEALTH RESOURCES AND ASSISTANCE PROGRAMS, COORDINATING OFFICE VISITS, AND HEALTH RELATED SOCIAL NEED RESOURCES. o PENN CENTER FOR COMMUNITY HEALTH WORKERS (PCCHW): FOR MORE THAN A DECADE, THIS NATIONAL CENTER OF EXCELLENCE HAS CONDUCTED, APPLIED, AND DISSEMINATED IMPORTANT RESEARCH ON COMMUNITY HEALTH WORK AND COMMUNITY HEALTH WORKERS. THE CENTER'S CORNERSTONE INITIATIVE IS IMPACT, WHICH HELPS COMMUNITY HEALTH WORKERS STRIKE THE RIGHT BALANCE BETWEEN COMMUNITY AND CLINIC. COMMUNITY HEALTH WORKERS INTEGRATE WITH OTHER CARE TEAMS TO OPTIMIZE PROCESSES AROUND PATIENT REFERRALS, DATA INFRASTRUCTURE, TEAM INTERACTION, AND COMMUNICATION VIA THE ELECTRONIC MEDICAL RECORD. SKILLED IN SYSTEM NAVIGATION AND PROBLEM-SOLVING, COMMUNITY HEALTH WORKERS ASSIST CLIENTS WITH EVERYTHING FROM FINDING THE RIGHT CARE TO BATTLING EVICTION NOTICES. o PHMC PUBLIC HEALTH CAMPUS ON CEDAR ANCHORED BY THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE, THE PHMC PUBLIC HEALTH CAMPUS ON CEDAR IS FOUNDED ON THE GUIDING PRINCIPLE OF PROVIDING HIGH-QUALITY, COMMUNITY-INFORMED, PATIENT-CENTERED HEALTH CARE AND SOCIAL SERVICES SUPPORTING THE NEEDS OF THE FACILITY'S WEST AND SOUTHWEST PHILADELPHIA NEIGHBORS. THE COALITION'S GOALS FOR THE NEW PUBLIC HEALTH CAMPUS FOCUS ON HEALTH EQUITY AND AIM TO PROVIDE THE COMMUNITY WITH ACCESS TO PRIMARY AND BEHAVIORAL HEALTH CARE, EMERGENCY SERVICES, ACUTE CARE SERVICES, SUBSTANCE USE TREATMENT, AND OTHER SOCIAL SUPPORT SERVICES. PHMC PUBLIC HEALTH CAMPUS ON CEDAR IS A PARTNERSHIP CONSISTING OF PUBLIC HEALTH MANAGEMENT CORPORATION (PHMC) AS THE OWNER AND OPERATOR OF THE PROPERTY, WITH PENN MEDICINE MANAGING THE HOSPITAL EMERGENCY DEPARTMENT, INPATIENT SERVICES, AND HOSPITAL-BASED BEHAVIORAL HEALTH PROGRAMMING AS A REMOTE LOCATION FOR THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP), KNOWN AS HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE. CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP) AND THE INDEPENDENCE BLUE CROSS FOUNDATION JOIN PHMC AND PENN MEDICINE AS COALITION PARTNERS FOR THE TRANSFORMATION. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | o COMMUNITY RESOURCE CONNECTS: WHEN PENNCHART'S HEALTH SCREENER IDENTIFIES SOMEONE WITH POTENTIALLY UNMET SOCIAL NEEDS, PENN MEDICINE TAKES ACTION, WORKING WITH HEALTH CARE PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, AND ENTITIES LIKE FIND HELP, A CLOSED-LOOP REFERRAL NETWORK FOR SOCIAL SERVICES. PENN MEDICINE PROVIDERS AND STAFF CAN THEN CONNECT THE PATIENT WITH RESOURCES THAT CAN HELP THEM AFTER THEY LEAVE THE HOSPITAL. o SOCIAL NEEDS RESPONSE TEAM (SNRT): THIS PROGRAM WAS CREATED BY THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA'S DEPARTMENT OF SOCIAL WORK WITH SUPPORT FROM THE CENTER FOR HEALTH EQUITY ADVANCEMENT, IN ORDER TO ENSURE ALL PENN MEDICINE PATIENTS AND EMPLOYEES HAVE THE SUPPORT THEY NEED TO BE SAFE AND WELL. SNRT IS A VIRTUAL CALL CENTER ESTABLISHED IN APRIL 2020 THAT SUPPORTS PENN PATIENTS AND THE WIDER PHILADELPHIA COMMUNITY WITH ACCESS TO RESOURCES TO ADDRESS SOCIAL NEEDS. SNRT IS A CLINICAL SOCIAL WORKER-SUPERVISED VIRTUAL INTERDISCIPLINARY TEAM OF GRADUATE-LEVEL HEALTH PROFESSIONALS (MEDICINE, NURSING, SOCIAL WORK) WHO ADDRESS PATIENT SAFETY, DISTRESS, AND A MYRIAD OF OTHER UNMET SOCIAL NEEDS IN ORDER TO EFFECTIVELY MITIGATE THEIR COMPOUNDING NEGATIVE EFFECTS ON HEALTH. PENN MEDICINE WILL GROW THE SNRT WITH A FULL-TIME LICENSED CLINICAL SOCIAL WORKER TO OVERSEE THE GROWTH OF THE TEAM. o PENN MEDICINE CONTACT CENTER: THE PENN MEDICINE CONTACT CENTER (1-800-789-PENN) PROVIDES HEALTH SYSTEM NAVIGATION SERVICES TO NEW AND ESTABLISHED PATIENTS WHO ARE SEEKING CLINICAL CARE AT PENN MEDICINE. THE CONTACT CENTER EMPLOYS CUSTOMER SERVICE REPRESENTATIVES AND REGISTERED NURSES WHO ARE AVAILABLE MONDAY THROUGH FRIDAY TO THE GENERAL PUBLIC. CONTACT CENTER AGENTS ARE FAMILIAR WITH THE COMPLETE SCOPE OF PENN MEDICINE CLINICAL CARE, INCLUDING PHYSICIANS, DEPARTMENTS, PROGRAMS, CENTERS, SERVICES, AND LOCATIONS. AGENTS HELP CALLERS FIND AN APPROPRIATE HEALTH CARE PROVIDER BASED ON THE CALLER'S NEEDS, SYMPTOMS, OR DIAGNOSIS. ONCE APPROPRIATE CARE HAS BEEN IDENTIFIED, SCHEDULING SPECIALISTS HELP CALLERS SET UP THEIR APPOINTMENT. ANNUAL CONTACT CENTER VOLUME CURRENTLY AVERAGES APPROXIMATELY 800,000 CALLS. o GOVAXX PHILLY IS A TEAM CREATED WITH FUNDING THROUGH THE HEALTH RESOURCES AND SERVICES ADMINISTRATION AND SUPPORTED BY THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH TO BUILD COVID-19 VACCINE OUTREACH INFRASTRUCTURE. SPECIFICALLY, THIS TEAM OF OUTREACH AND EDUCATION AMBASSADORS PROVIDES CRITICAL PUBLIC HEALTH INFORMATION TO WEST AND SOUTHWEST PHILADELPHIA, WHICH ARE AMONG THE NEIGHBORHOODS HARDEST HIT BY COVID-19. THROUGH DOOR-TO-DOOR COMMUNITY OUTREACH, GOVAXX AND ITS AMBASSADORS PROVIDE LONGITUDINAL SUPPORT TO ADDRESS BARRIERS TO VACCINE ACCESS, VACCINE HESITANCY, ESTABLISHING TRUST, AND ACHIEVING HEALTH EQUITY. GIVEN RECENT DISEASE OUTBREAKS LIKE MONKEYPOX AND POLIO IN ADDITION TO COVID-19, PENN MEDICINE WILL SUPPORT AN EXPANDED SCOPE OF WORK FOR ITS VACCINE EDUCATION AND OUTREACH AMBASSADORS. o PUENTES DE SALUD WORKS TO IMPROVE THE HEALTH AND WELLNESS OF UNINSURED SPANISH SPEAKERS IN PHILADELPHIA THROUGH PROVISION OF CARE AND SOCIAL PROGRAMS. THE PROGRAM CONNECTS STUDENTS WITH PATIENTS WITH COMPLEX HEALTH NEEDS AND HELPS THEM NAVIGATE THE HEALTH CARE SYSTEM BY ASSISTING WITH FINDING APPROPRIATE CARE AND SCHEDULING APPOINTMENTS, AMONG OTHER SERVICES. PRIORITY AREA #6: RACISM AND DISCRIMINATION IN HEALTH CARE PENN MEDICINE IS COMMITTED TO ENSURING EQUITY AND ELIMINATING RACISM FOR ITS EMPLOYEES AND PATIENTS ALIKE. RACISM IS AN URGENT HEALTH CRISIS DRIVING POOR HEALTH OUTCOMES FOR BLACK AND BROWN COMMUNITIES. DISTRUST IN HEALTH CARE INSTITUTIONS AND PROVIDERS, AND SYSTEMIC RACISM WITHIN THESE SYSTEMS LEAD TO INCREASED MORTALITY. THERE ARE HUGE GAPS IN CARE AND CARE OUTCOMES FOR POORER COMMUNITIES OF COLOR WHEN COMPARED WITH MORE RESOURCED AREAS. IN THE CITY OF PHILADELPHIA'S 2020 HEALTH OF THE CITY REPORT, BLACK AND HISPANIC/LATINO COMMUNITIES WERE MORE LIKELY TO DESCRIBE THEIR HEALTH AS "FAIR"POOR" COMPARED TO THEIR WHITE COUNTERPARTS. THE DISPARITIES ARE WELL-DOCUMENTED AND ONLY WORSENED DURING THE COVID-19 PANDEMIC. DURING THE PANDEMIC, BLACK COMMUNITIES EXPERIENCED HIGHER RATES OF COVID-19 INFECTION, HOSPITALIZATION, AND MORTALITY. PENN MEDICINE IS COMMITTED TO ELIMINATING STRUCTURAL INJUSTICE ACROSS OUR ORGANIZATION AND THE COMMUNITIES WE SERVE TO ACHIEVE A VISION FOR THE FUTURE: PENN MEDICINE IS UNITED AS AN ANTI-RACIST, EQUITABLE, DIVERSE, AND INCLUSIVE ORGANIZATION. o DIVERSITY, EQUITY, AND INCLUSION FORUMS: THE ACTION FOR CULTURAL TRANSFORMATION (ACT) STRATEGY IDENTIFIED A NEED TO DESIGN FORUMS AT MULTIPLE LEVELS OF PENN MEDICINE DEDICATED TO DIVERSITY, EQUALITY, AND INCLUSION (DEI)-AND TO ENSURING EMPLOYEES AND LEADERS ARE ENGAGED IN DEI LEARNING AND DEEPENING UNDERSTANDING. THE FORUMS FOSTER ANTI-RACIST TRAINING, LEARNING MODULES INCLUDING THOSE PROVIDED TO NEW HIRES, PARTICIPATION IN SURVEYS AND TOWN HALLS, DEI GROUPS, AND OTHER RESOURCES LIKE BOOK CLUBS. o THE HUP CLINICAL NURSE MENTORSHIP PROGRAM PAIRS CLINICAL NURSES WITH HUP NURSE LEADERS IN A YEARLONG MENTORSHIP. LEADERS SEEK TO GUIDE AND SHAPE CLINICAL NURSE MENTEES BY PROVIDING INFORMATION, ADVICE, SUPPORT, AND IDEAS. AS PART OF THE PROGRAM, MENTORS AND MENTEES READ A LIST OF RECOMMENDED READINGS INCLUDING ARTICLES AIMED TO FOCUS ON CREATING DIVERSITY, EQUITY, AND INCLUSIVITY. o PENN-CHOP ALLIANCE OF MINORITY PHYSICIANS BRINGS TOGETHER FACULTY, RESIDENTS, FELLOWS, AND MEDICAL STUDENTS FROM ACROSS BOTH INSTITUTIONS FOR SOCIAL AND PROFESSIONAL NETWORKING AND CAREER DEVELOPMENT. INITIATIVES INCLUDE THE VISITING CLERKSHIP FOR URIM MEDICAL STUDENTS AS A PIPELINE PROGRAM FROM MEDICAL SCHOOL TO MEDICAL RESIDENCY, A MENTORSHIP PROGRAM, PROFESSIONAL DEVELOPMENT WORKSHOPS AND SOCIAL EVENTS. o ACTION FOR CULTURAL TRANSFORMATION (ACT) IS PENN MEDICINE'S STRATEGIC PLAN AND COMMITMENT TO ANTI-RACISM. LAUNCHED IN 2020, ACT'S MISSION IS TO ELIMINATE STRUCTURAL INJUSTICE ACROSS PENN MEDICINE AND THE COMMUNITIES IT SERVES. ACT'S STRATEGIC PRIORITIES SPAN ALL INSTITUTIONAL FUNCTIONS AND TOUCHPOINTS, INCLUDING CLINICAL CARE, RESEARCH, EDUCATION, COMMUNITY, CULTURE, AND PEOPLE. SINCE ACT'S CREATION, MORE THAN 5,500 VOICES IN A STRATEGIC PLANNING PROCESS PRODUCED A STRATEGIC ROADMAP, GOVERNANCE, AND INFRASTRUCTURE. PARTICIPANTS IDENTIFIED 71 'JUST DO ITS,IMMEDIATE ACTION STEPS TO ADDRESS SYSTEMIC ISSUES OF BIAS AND DISCRIMINATION. SINCE 2020, 76 PERCENT OF THE 'JUST DO ITS' HAVE BEEN COMPLETED. ADDITIONALLY, ACT ENGAGED 44,000 EMPLOYEES, STUDENTS, FACULTY, AND TRAINEES IN UNCONSCIOUS BIAS EDUCATION. o LIFT EVERY VOICE IS AN ANONYMOUS DIGITAL PLATFORM DESIGNED TO COLLECT EXPERIENCES AND OBSERVATIONS OF RACISM IN THE HEALTH CARE WORKPLACE AND PROVIDE LEADERS WITH THE ON-THE-GROUND INFORMATION THEY NEED TO DISMANTLE RACISM. LIFT EVERY VOICE ALSO LEVERAGES THE POWER OF STORIES TO SPARK CONVERSATION. PENN MEDICINE STAFF SUBMIT STORIES TO THE PLATFORM, WHICH ARE THEN REVIEWED, ILLUSTRATED, AND POSTED PUBLICLY. DEPARTMENTAL LEADERS REGULARLY REVIEW SUBMISSIONS AND DEVELOP ACTION PLANS. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | SPECIAL SECTION: ADDRESSING MATERNAL MORTALITY WITHIN RACISM AND DISCRIMINATION IN HEALTH CARE FOR YEARS, PENN MEDICINE HAS BEEN TAKING BOLD STEPS TO BETTER UNDERSTAND AND REDUCE MATERNAL MORTALITY. AS MATERNAL MORTALITY WAS IDENTIFIED AS A COMMUNITY HEALTH PRIORITY IN THE 2019 CHNA, IT REMAINS AN IMPORTANT PART OF OUR EFFORTS TO TACKLE RACISM AND DISCRIMINATION ACROSS THE ENTIRE HEALTH CARE ENTERPRISE-ONE OF PENN MEDICINE'S HEALTH PRIORITIES FOR 2022. THE DEATH OF A NEW OR EXPECTANT MOTHER BECAUSE OF COMPLICATIONS RELATED TO PREGNANCY OR CHILDBIRTH IS ONE OF THE GREATEST TRAGEDIES A FAMILY AND A COMMUNITY CAN FACE. IN PHILADELPHIA AS IN MUCH OF THE REST OF THE COUNTRY, THESE DEVASTATING EVENTS AFFECT BLACK WOMEN AND NEIGHBORHOODS OF COLOR MOST ACUTELY. A STUDY FROM THE CITY OF PHILADELPHIA'S MATERNAL MORTALITY REVIEW COMMITTEE, WHICH ANALYZED 110 PREGNANCY-ASSOCIATED DEATHS, FOUND THAT 73 PERCENT OF THESE DEATHS OCCURRED AMONG BLACK WOMEN, EVEN AS BLACK WOMEN ACCOUNTED FOR LESS THAN HALF OF ALL LIVE BIRTHS. BLACK WOMEN ALSO ARE MORE LIKELY THAN THEIR WHITE COUNTERPARTS TO EXPERIENCE POSTPARTUM HEMORRHAGING, WHICH CAN REQUIRE BLOOD TRANSFUSIONS OR EVEN A HYSTERECTOMY TO CONTROL. AS PART OF A MULTI-STEP APPROACH TO ADDRESSING THIS PRIORITY, PENN MEDICINE SET AMBITIOUS SYSTEM-WIDE HEALTH EQUITY GOALS AND UNDERTAKING EFFORTS TO ENSURE OUR PEOPLE ARE ACCOUNTABLE AND EMPOWERED TO HELP WOMEN IN NEED AND REDUCE MATERNAL MORTALITY AND PREGNANCY COMPLICATIONS IN PHILADELPHIA. WE ARE ACHIEVING IMPORTANT CLINICAL BREAKTHROUGHS, CARING FOR PREGNANT WOMEN ACROSS THE CITY REGARDLESS OF THEIR ABILITY TO PAY. PRIORITY AREA #7: FOOD ACCESS FOOD SECURITY IS DEFINED AS HAVING RELIABLE ACCESS TO ENOUGH AFFORDABLE, NUTRITIOUS FOOD. FOOD INSECURITY OCCURS WHEN COMMUNITIES EXPERIENCE CHALLENGES OBTAINING ENOUGH FOOD. THE FINANCIAL CHALLENGES BROUGHT ON BY THE COVID-19 PANDEMIC HAVE LED TO HIGHER RATES OF FOOD INSECURITY ACROSS THE PENN MEDICINE SERVICE AREA-AND, BY EXTENSION, A GREATER NEED FOR FOOD ASSISTANCE. NEARLY A QUARTER OF PHILADELPHIA HOUSEHOLDS RECEIVE SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM (SNAP) BENEFITS. BLACK, HISPANIC/LATINO, AND IMMIGRANT COMMUNITIES, AS WELL AS OLDER ADULTS, ARE ALL DISPROPORTIONATELY AFFECTED BY FOOD INSECURITY. THROUGH FOOD PANTRIES, COMMUNITY EDUCATION, AND ITS OWN NUTRITION POLICIES, PENN MEDICINE IS PUSHING TO ADDRESS FOOD SECURITY WITHIN PHILADELPHIA AND SERVING AS A POSITIVE EXAMPLE FOR HEALTHY BEHAVIORS. o THE AGATSTON URBAN NUTRITION INITIATIVE WAS CREATED TO HELP BUILD AND SUSTAIN HEALTHY COMMUNITIES IN WEST PHILADELPHIA. THE INITIATIVE STRIVES TO PROMOTE AND FACILITATE GOOD NUTRITION AND EXERCISE PRACTICES AND WORKS CLOSELY WITH PENN MEDICINE'S STUDENT-RUN HEALTH CLINICS AND HUP CEDAR'S FEDERALLY QUALIFIED HEALTH CENTER. OTHER PARTNERS INCLUDE PENN FARM AS PART OF THE PENN FOOD AND WELLNESS COLLABORATIVE. o HUP FOOD PANTRY BEGAN IN MAY 2020, SHORTLY AFTER THE ONSET OF THE COVID-19 PANDEMIC. CREATED AND LED BY HUP NURSING STAFF, AND WITH GUIDANCE FROM HOSPITAL NUTRITION PROFESSIONALS, PANTRY VOLUNTEERS ASSEMBLE BAGS OF FOOD TO FEED A FAMILY OF FOUR FOR A DAY. BAGS ARE DISTRIBUTED EVERY WEDNESDAY. MANY RECIPIENTS ARE PENN MEDICINE EMPLOYEES, WHO MAY RECEIVE ONE BAG OF FOOD WITH NO QUESTIONS ASKED. HUP FOOD PANTRY PARTNERS WITH PHILABUNDANCE TO RECEIVE A MINIMUM OF 500 POUNDS OF FOOD EACH WEEK. IN OCTOBER 2020, THE PANTRY CEMENTED RELATIONSHIPS WITH THE PENN FOOD AND WELLNESS COLLABORATIVE AND STARTED RECEIVING PRODUCE FROM PENN FARM. THE PROGRAM AGAIN EXPANDED IN DECEMBER 2021, OFFERING BAGS OF FOOD TO FOOD-INSECURE, DIABETIC PRENATAL AND POSTPARTUM PATIENTS AT PENN'S HELEN O. DICKENS CENTER FOR WOMEN'S HEALTH. A CONTINUATION OF THIS STRATEGY IS TO EXPAND THE HUP PANTRY PROGRAM TO HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE, WHICH SERVES WEST AND SOUTHWEST PHILADELPHIA. o HUNGRY HARVEST IS A COMMUNITY-BASED ORGANIZATION THAT "RESCUES" FRESH PRODUCE THAT OTHERWISE WOULD HAVE BEEN FARM WASTE AND DISTRIBUTES IT TO INDIVIDUALS AND FAMILIES IN NEED. CURRENTLY HUNGRY HARVEST BRINGS FRESH FRUIT AND PRODUCE BOXES TO FOOD-INSECURE POSTPARTUM PATIENTS AT THE DICKENS CENTER FOR WOMEN'S HEALTH. o CHOSEN 300 DISTRIBUTES HOT, NUTRITIOUS MEALS SIX DAYS PER WEEK AT THREE PHILADELPHIA LOCATIONS. PENN MEDICINE SUPPORTS THE ORGANIZATION BY DONATING $6,000 PER YEAR AND COORDINATING DINNER SERVICE AT THE ORGANIZATION'S WEST PHILADELPHIA LOCATION ON THE FIRST MONDAY OF EACH MONTH AND SELECTED OTHER DAYS. BLOOD PRESSURE SCREENINGS ARE OFFERED ON THOSE NIGHTS OF SERVICE, ALONG WITH INFORMATION ON HOW AND WHERE TO ACCESS PRIMARY CARE, INCLUDING WITHIN THE PENN MEDICINE SYSTEM. o HALL MERCER FOOD PANTRY IS A NON-PERISHABLE FOOD PANTRY ESTABLISHED EIGHT YEARS AGO TO SERVE PENNSYLVANIA HOSPITAL PATIENTS AND, STARTING IN 2020, ITS EMPLOYEES. THE PANTRY WAS ESTABLISHED AND IS MAINTAINED BY TWO EMPLOYEES: DONNA CAMPO AND MAUREEN DECARLO. PATIENTS ARE REFERRED TO THE PANTRY THROUGH CASE MANAGERS, WHO WORK WITH THE INDIVIDUAL TO IMPROVE HIS OR HER FOOD SECURITY. o FOLLOWING A MAJOR INITIATIVE OF THE PENNSYLVANIA DEPARTMENT OF HEALTH, PENN MEDICINE MADE SEVERAL INSTITUTIONAL CHANGES AIMED AT TRANSFORMING ITS HOSPITAL FOOD ENVIRONMENTS BY LAUNCHING THE GOOD FOOD, HEALTHY HOSPITAL INITIATIVE: POLICY AND OPERATIONAL CHANGES INCLUDE: > REMOVAL OF ALL SUGAR-SWEETENED BEVERAGES FROM VENDING MACHINES. > VENDING MACHINE POLICIES HAVE BEEN UPDATED TO REFLECT NEW HEALTH REQUIREMENTS AND OFFER HEALTHIER SNACK OPTIONS. > CATERING SERVICES POLICY CONTAINS HEALTHY RECOMMENDATIONS AND SUGAR-FREE BEVERAGE RULES. o FOOD ACCESS SUPPORT TECHNOLOGY (FAST) APP IS A CENTRALIZED ONLINE PLATFORM CONNECTING FOOD-INSECURE PATIENTS WITH PANTRIES AND OTHER COMMUNITY RESOURCES. CREATED BY THE PENN MEDICINE CENTER FOR HEALTH EQUITY AND ADVANCEMENT, THE FAST APP HAS BEEN ADOPTED BY OTHER LOCAL ORGANIZATIONS INCLUDING ANOTHER HEALTH SYSTEM. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | PRIORITY AREA #8: CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES ACCORDING TO CENSUS DATA, NEARLY 10% OF PHILADELPHIAN'S SPEAK ENGLISH LESS THAN "VERY WELL." IN THE PENN MEDICINE SERVICE REGION, THIS RANGES FROM 5% UP TO 14% OF THE POPULATION. MANY OF THESE ARE ENGLISH LANGUAGE LEARNERS WITH VARYING DEGREES OF ENGLISH PROFICIENCY. THERE IS A NEED IN PHILADELPHIA FOR HIGH-QUALITY, WIDELY AVAILABLE ORAL AND WRITTEN TRANSLATIONS, INCLUDING INTERPRETATION SERVICES. IN A HEALTH CARE SETTING, LANGUAGE SERVICES STRENGTHEN ACCESS TO CARE AND THE QUALITY OF THAT CARE, AS EFFECTIVE CLINICIAN-PATIENT COMMUNICATION IS CRITICAL FOR SUCCESS. BEYOND LANGUAGE, PATIENTS' IDENTITIES, CULTURAL AND RELIGIOUS NORMS ALSO INFLUENCE INDIVIDUAL BELIEFS ABOUT HEALTH AS WELL AS EXPERIENCES IN THE HEALTH CARE SYSTEM. PENN MEDICINE IS WORKING TO ENSURE EVERY PATIENT WHO WALKS THROUGH PENN MEDICINE'S DOORS RECEIVES CARE IN A CULTURALLY RESPONSIVE WAY THAT INCLUDES AND VALUES ALL ASPECTS OF A PATIENT'S IDENTITY, EXPERIENCES, AND BACKGROUND. o MY ACCESSIBLE REAL-TIME TRUSTED INTERPRETER (MARTTI): CLINICIANS AND STAFF ACROSS PENN MEDICINE ARE ABLE TO USE MARTTI UNITS FOR QUICK AND EFFECTIVE INTERPRETATION IN A RANGE OF LANGUAGES. THE EASY-TO-USE MOBILE TABLETS ARE HIPPA-APPROVED AND CREATE A VIRTUAL CONNECTION BETWEEN PATIENTS AND CERTIFIED MEDICAL INTERPRETERS. ALONG WITH NON-NATIVE ENGLISH SPEAKERS, MARTTI CAN SERVE THE NEEDS OF PEOPLE WHO ARE DEAF AND HARD OF HEARING. SPANISH, ARABIC, AMERICAN SIGN LANGUAGE, AND RUSSIAN-FOUR OF THE MOST COMMONLY SPOKEN NON-ENGLISH LANGUAGES AMONG HOSPITAL PATIENTS-ARE READILY AVAILABLE, BUT USERS CAN ACCESS A NUMBER OF OTHER LANGUAGES THROUGH THE TOOL. o THE REFUGEE CLINIC AT PENN PRESBYTERIAN MEDICAL CENTER PROVIDES INITIAL HEALTH ASSESSMENTS FOR REFUGEES UPON ARRIVAL TO THE CITY, AS WELL AS FOLLOW-UP HEALTH SERVICES FOR WOMEN'S HEALTH CARE. THE CLINIC PROVIDES CULTURALLY SENSITIVE CARE BY PARTNERING WITH REFUGEE RESETTLEMENT AGENCIES, TRANSLATORS, AND PHYSICIANS FAMILIAR WITH REFUGEE HEALTH. o THE LGBTQ HEALTH PROGRAM IS PENN MEDICINE'S PROGRAM TO SUPPORT ACCESS TO CARE, QUALITY OF CARE AND PATIENT EXPERIENCE FOR LGBTQ+ PATIENTS ACROSS THE SYSTEM. CARE IS DELIVERED BY COMPASSIONATE AND SKILLED PROVIDERS ACROSS THE HEALTH SYSTEM WHO OFFER CULTURALLY COMPETENT CARE IN A JUDGMENT-FREE SETTING. THE PROGRAM ALSO WORKS TO SUPPORT CHANGE TO POLICIES, WORKFLOWS, AND OPERATIONS TO AFFIRM LGBTQ+ PEOPLE. THE PROGRAM ALSO RUNS THE TRANSGENDER PATIENT ADVOCATE PROGRAM WHICH CONNECTS PATIENTS IDENTIFYING ANYWHERE ALONG THE TRANSGENDER SPECTRUM TO FACILITATE OUTPATIENT OR SPECIALTY CARE AT PENN MEDICINE. ADVOCATES HELP PEOPLE FIND APPROPRIATE PROVIDERS, MAKE IT TO APPOINTMENTS, AND COMMUNICATE GENDER IDENTITY AND PRONOUNS IN USE TO STAFF AND PROVIDERS. o PENN MEDICINE PASTORAL CARE AND EDUCATION: AVAILABLE AT ALL DOWNTOWN HOSPITALS, PASTORAL CARE IS AN IMPORTANT PART OF PENN MEDICINE'S HEALING MISSION. CHAPLAINS, AS A VALUED PART OF THE HEALTH CARE TEAM, HELP PATIENTS DRAW UPON SPIRITUAL RESOURCES, VALUES, AND TRADITIONS TO COPE WITH ILLNESS AND TRAGEDY. CARE IS CULTURALLY COMPETENT, FOLLOWING AN INTERFAITH MODEL AND RESPECTING THE FULL RANGE OF PATIENT FAITHS AND SPIRITUAL EXPRESSIONS. PENN MEDICINE PASTORAL CARE AND EDUCATION IS NATIONALLY ACCREDITED THROUGH ACPE, AN ORGANIZATION PROVIDING THE HIGHEST QUALITY CLINICAL PASTORAL EDUCATION PROGRAMS FOR SPIRITUAL CARE PROFESSIONALS OF ANY FAITH AND IN ANY SETTING. o PENN MEDICINE DIETARY SERVICES PROVIDES CUSTOM DIETARY OPTIONS THAT RESPECT RELIGIOUS AND CULTURAL DIVERSITY. THIS INCLUDES KOSHER, HALAL, VEGETARIAN, AND OTHER OPTIONS, ALL OF WHICH ARE AVAILABLE UPON REQUEST. PRIORITY AREA #9: COMMUNITY VIOLENCE THERE IS AN EPIDEMIC IN THE PHILADELPHIA COMMUNITY AND THE STATISTICS ARE UNPRECEDENTED. VIOLENT INJURY AND HOMICIDE RATES DISPROPORTIONATELY IMPACT THE NEIGHBORHOODS AND COMMUNITIES PENN MEDICINE SERVES. IN A SINGLE YEAR (2021), PHILADELPHIA LOST 550 PEOPLE TO GUN VIOLENCE, THE MOST IN 30 YEARS. FIREARM HOMICIDE IS THE LEADING CAUSE OF DEATH FOR BLACK MEN AGES 15-43 AND HISPANIC/LATINO MEN AGES 15-31. RISING RATES OF VIOLENCE AFFECT INDIVIDUALS, FAMILIES, COMMUNITIES, HEALTH SYSTEMS, AND OUR CITY AS A WHOLE. DIRECT AND INDIRECT EXPOSURE TO VIOLENCE CONTRIBUTES TO DEPRESSION, ANXIETY, PTSD, SUICIDE, ABUSE, AND NEGLECT. MANY SURVIVORS OF VIOLENCE ENCOUNTER BARRIERS TO FOLLOW UP CARE AND RECOVERY. WITHOUT SOMEONE TO HELP NAVIGATE, THE LABYRINTH OF SYSTEMS CAN SEEM AN IMPOSSIBLE HURDLE. WE UNDERSTAND THAT WE MUST COLLABORATE WITH THE COMMUNITIES WE SERVE TO PREVENT VIOLENT INJURY IN THE FIRST PLACE. BECAUSE THE ROOT CAUSES OF VIOLENCE INCLUDE STRUCTURAL RACISM AND SYSTEMATIC UNDERINVESTMENT IN COMMUNITIES OF COLOR, THE ECONOMIC IMPACT OF PENN MEDICINE AS AN EMPLOYER AND AN ANCHOR INSTITUTION IS ESSENTIAL. WE MUST ALSO EXPAND OUR COLLABORATIONS WITH THE COMMUNITY-BASED ORGANIZATIONS THAT ARE USING EVIDENCE-BASED STRATEGIES TO INTERRUPT VIOLENCE AND TO IMPROVE ENVIRONMENTAL CONDITIONS TO PREVENT VIOLENCE. o AS A LEVEL 1 TRAUMA CENTER, PENN PRESBYTERIAN MEDICAL CENTER TREATS OVER 3,000 INJURED PATIENTS ANNUALLY. APPROXIMATELY 33% ARE THE VICTIMS OF INTERPERSONAL VIOLENCE. IN ADDITION TO CONTINUING TO PROVIDE THE HIGHEST LEVEL OF ACUTE CARE FOR INJURED INDIVIDUALS, THE MISSION OF PENN MEDICINE INCLUDES BOTH SUPPORTING HOLISTIC HEALING OF THOSE INJURED THROUGH VIOLENCE AND PREVENTING VIOLENT INJURY IN THE FIRST PLACE. TO IMPROVE HEALING FROM VIOLENCE PENN MEDICINE HAS THE OPPORTUNITY TO MAKE MENTAL HEALTH CARE READILY AVAILABLE TO SURVIVORS OF VIOLENT INJURY AND TO MEMBERS OF COMMUNITIES DISPROPORTIONATELY AFFECTED BY VIOLENCE. HOSPITAL-BASED VIOLENCE INTERVENTION PROGRAMS (HVIPS) PROVIDE ESSENTIAL RESOURCES TO RECOVERING PATIENTS, BUT OFTEN STRUGGLE TO REACH PATIENTS IN NEED DUE TO LIMITED FUNDING OPPORTUNITIES. PENN MEDICINE CAN DIRECTLY SUPPORT THESE ESSENTIAL SERVICES AND CAN ALSO ADVOCATE FOR SUSTAINABLE SOURCES OF FUNDING AT THE MUNICIPAL, STATE, AND FEDERAL LEVEL. THE NEED TO SUPPORT OUR COMMUNITIES IS EVIDENT. HOWEVER, WE SHOULD NOT FORGET THAT THE COMMUNITY ALSO INCLUDES THOSE WHO WORK WITHIN PENN MEDICINE. BY ADDING ADDITIONAL LAYERS OF SUPPORT BOTH INTERNALLY AND EXTERNALLY, WE CAN MAKE A REAL DIFFERENCE. o PENN TRAUMA VIOLENCE RECOVERY PROGRAM: THE PENN TRAUMA VIOLENCE RECOVERY PROGRAM AIMS TO ACCELERATE AND OPTIMIZE HOLISTIC RECOVERY FROM VIOLENT INJURY. HOSPITAL-BASED VIOLENCE INTERVENTION PROGRAMS ARE MULTIDISCIPLINARY COLLABORATIONS BETWEEN CLINICAL TEAMS, COMMUNITY ORGANIZATIONS, AND TRAINED VIOLENCE PREVENTION PROFESSIONALS WHO BUILD CONNECTIONS WITH INJURED PATIENTS, PROVIDE PSYCHOSOCIAL SUPPORT, AND HELP PATIENTS NAVIGATE THE HEALTHCARE AND SOCIAL SERVICES LANDSCAPES. TWO DECADES OF EVIDENCE SHOW THAT THESE PROGRAMS CAN IMPROVE OUTCOMES, PREVENT RE-INJURY, AND SAVE COSTS. OUR NEW PROGRAM BEGAN ENROLLING PATIENTS IN AUGUST 2021 AND HAS BEEN VERY WELL RECEIVED. THIS PROGRAM WORKS TO CONNECT INDIVIDUALS AT RISK FOR INVOLVEMENT WITH VIOLENCE TO KEY RESOURCES AND SUPPORTS. THIS INTERVENTION ALSO HELPS THESE VICTIMS BETTER MANAGE THEIR HEALTH, WORK, HOUSING, AND OTHER BARRIERS. THIS GRANT-FUNDED PROGRAM IS SUPPORTED BY THE PENNSYLVANIA COMMISSION ON CRIME AND DELINQUENCY (PCCD) AND THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH. THE TRAUMA PROGRAM ALSO RECEIVED SMALL GRANTS TO FUND TRAUMA INJURY PREVENTION PROGRAMING WHICH INCLUDED EDUCATING THE PUBLIC ON SAFE GUN HANDLING AND IN SOME CASES PROVIDED GUN LOCKS TO PROMOTE SAFE STORAGE. o PENN COMMUNITY VIOLENCE PREVENTION PROGRAM: PRIMARILY GRANT FUNDED BY PCCD, THIS NEW PROGRAM AIMS TO DEVELOP A COLLECTIVE IMPACT PARTNERSHIP TO SUPPORT COMMUNITY-ENGAGED, EVIDENCE-BASED VIOLENCE PREVENTION IN WEST/SOUTHWEST PHILADELPHIA. TO DO THIS, WE WILL CONVENE A NETWORK OF STAKEHOLDERS IN THE PHIGHT NETWORK (PHILADELPHIA'S HUB TO REDUCE INTERPERSONAL VIOLENCE, GUN VIOLENCE, HOMICIDE AND TRAUMA) TO PROVIDE WRAP-AROUND SERVICES; IDENTIFY A COHORT OF 40-65 ADULT AND YOUNG ADULTS AT HIGHEST RISK FOR FUTURE INVOLVEMENT IN GUN VIOLENCE FOR FOCUSED INTERVENTION; AND IMPLEMENT AND EVALUATE TRAUMA-INFORMED VIOLENCE INTERRUPTION SERVICES AND TAILORED SUPPORT FROM COMMUNITY-BASED ORGANIZATIONS INCLUDING SHORT- AND LONG-TERM CONFLICT RESOLUTION AND TAILORED SUPPORT. THIS IS A COMMUNITY-RELEVANT EXPANSION AND ADAPTATION OF THE GLOBAL CURE VIOLENCE MODEL. |
| FORM 990, PART III, LINE 4A & 4B (CONT.) | o STOP THE BLEED: TEACHING COMMUNITY MEMBERS, INCLUDING TEACHERS AND YOUTH, TO ADMINISTER HEMORRHAGE CONTROL. RESIDENTS WITH NO FORMAL TRAINING LEARN TO APPLY PRESSURE TO WOUNDS-AND MAYBE SAVE A LIFE-UNTIL FIRST RESPONDERS ARRIVE. MAKING THESE PROGRAMS, INCLUDING EQUIPMENT FOR EDUCATION AND DISTRIBUTION, MORE READILY AVAILABLE, EVEN EXPANDING INTO SCHOOLS, COULD HELP INCREASE THE SAFETY AND PREPAREDNESS OF UNDER-RESOURCED COMMUNITIES. AUGUST IN 2022 WE HAVE TRAINED NEARLY 200 PARTICIPANTS IN STB AND PROVIDED ABOUT 90% OF STUDENTS WITH STB KITS THROUGH THE ATS OR TOURNIQUETS WE HAVE PURCHASED BY ACQUIRING SMALL NON-SUSTAINABLE GRANTS. FUNDING IS NEEDED TO SUPPORT PROGRAMMATIC EFFORTS IN COLLOCATING BLEEDING CONTROL KITS WITH AEDS. THE PROGRAM IS ASSOCIATED WITH THE AMERICAN COLLEGE OF SURGEONS' ZERO PREVENTABLE DEATHS AND DISABILITY INITIATIVE, WHICH HAS ESTABLISHED AN AMBITIOUS ROADMAP TO ACHIEVE ZERO PREVENTABLE INJURY DEATHS IN THE UNITED STATES. o PENN INJURY SCIENCE CENTER (PISC): FUNDED BY A GRANT FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION, THE PENN INJURY SCIENCE CENTER BRINGS TOGETHER UNIVERSITY, COMMUNITY, AND GOVERNMENT PARTNERS TO DEVELOP INTERVENTION PROGRAMS FOR INJURIES AND VIOLENCE. THE CENTER PROMOTES AND PERFORMS THE HIGHEST-QUALITY RESEARCH, TRAINING, AND TRANSLATION OF SCIENTIFIC DISCOVERIES INTO PRACTICE AND POLICY FOR PEOPLE IN PHILADELPHIA AND AROUND THE WORLD. o ADMINISTRATORS FOR PENN MEDICINE CARES GRANT UNDERSTAND THE DEVASTATING IMPACT OF VIOLENCE ON COMMUNITIES. FOR FY 2022, HIGHEST PRIORITY WAS GIVEN TO PROJECTS THAT AIMED TO CURB VIOLENCE WITHIN PHILADELPHIA. PROJECTS THAT IMPROVED NEIGHBORHOOD REC CENTERS, GREENED VACANT LOTS, AND OUTSIDE COMMUNITY SPACES, AND MENTORED AND ENGAGED YOUTH AFTER SCHOOL AND ON WEEKENDS WERE FUNDED. PRIORITY AREAS #10 & #12: HOUSING & NEIGHBORHOOD CONDITIONS SAFE, STABLE HOUSING AND LIVABLE NEIGHBORHOODS ARE INDISPENSABLE TO PHYSICAL AND MENTAL HEALTH AND WELL-BEING. ACCORDING TO A 2020 STUDY FROM PEW CHARITABLE TRUSTS, 40 PERCENT OF PHILADELPHIA RESIDENTS REPORTED DIFFICULTY PAYING THEIR MORTGAGE OR RENT. CITYWIDE, 54 PERCENT OF RENTERS ARE COST-BURDENED, MEANING THEY SPEND MORE THAN 30 PERCENT OF THEIR INCOME ON HOUSING. AMONG RESIDENTS EARNING LESS THAN $30,000 PER YEAR, THAT FIGURE JUMPS TO 88 PERCENT, WITH WEST, SOUTHWEST, AND NORTH PHILADELPHIA HAVING PARTICULARLY HIGH RATES OF HOUSING COST BURDEN. FURTHER, ACCESS TO OUTDOOR GREENSPACES AND RECREATION AREAS LIKE PARKS AND TRAILS HAVE BEEN SHOWN TO IMPROVE PHYSICAL AND MENTAL HEALTH. BUT THESE AMENITIES ARE LESS FAMILIAR IN HIGH-POVERTY AREAS, WHERE ABANDONED HOMES AND VACANT LOTS ARE MORE THE NORM. NEIGHBORHOOD BLIGHT HAS BEEN LINKED TO INCREASED COMMUNITY VIOLENCE, WHICH IN TURN HAS A NEGATIVE IMPACT ON PHYSICAL ACTIVITY AS YOUTH AVOID GOING OUTSIDE TO EXERCISE DUE TO FEARS OF VIOLENCE. WITH ITS WIDE BREADTH OF PROGRAMS TO IMPROVE HOUSING AND MAKE NEIGHBORHOODS MORE LIVABLE, PENN MEDICINE HAS COMMITTED SIGNIFICANT INVESTMENT OVER THE NEXT THREE YEARS TO IMPROVE QUALITY OF LIFE ACROSS THE CITY AND MEET THESE PRESSING AND COMPLEX PROBLEMS HEAD ON. o DEEPLY ROOTED IS A COMMUNITY-ACADEMIC COLLABORATIVE LED BY PENN URBAN HEALTH LAB THAT USES THE HEALING POWER OF NATURE TO PROMOTE HEALTH AND WELL-BEING IN BLACK AND OTHER MINORITY PHILADELPHIA NEIGHBORHOODS. THE COLLABORATION IS FORGED BETWEEN HEALTH SYSTEMS, NON-PROFITS, AND COMMUNITY GROUPS AND IS DRIVEN BY A $6 MILLION INVESTMENT FROM PENN MEDICINE AND CHOP. AMONG ITS FUNCTIONS, DEEPLY ROOTED: > EMPOWERS COMMUNITIES TO CREATE NEW GREEN SPACE INCLUDING PLANTING TREES, GREENING VACANT LOTS, AND BUILDING COMMUNITY GARDENS AND MINI PARKS. > PROVIDES GRANTS TO COMMUNITY ORGANIZATIONS AND RESIDENTS TO PUT ON EVENTS AND RUN ACTIVITIES IN PARKS AND OTHER GREENSPACES. > CREATES CAREER DEVELOPMENT OPPORTUNITIES FOR YOUTH, FORMERLY INCARCERATED CITIZENS, AND OTHER COMMUNITY MEMBERS THROUGH LEADERSHIP AND NATURE-BASED JOB TRAINING. > ADVOCATES FOR POLICIES AND INVESTMENTS THAT PROMOTE ENVIRONMENTAL JUSTICE IN PHILADELPHIA'S NEIGHBORHOODS. o CENTER FOR EXCELLENCE IN ENVIRONMENTAL TOXICOLOGY (CEET): THE CEET IS A REGIONAL RESOURCE AND THE ONLY ENVIRONMENTAL HEALTH SCIENCES CORE CENTER IN PENNSYLVANIA, THOUGH IT ALSO SERVES DELAWARE, MARYLAND, VIRGINIA, WEST VIRGINIA, AND WASHINGTON, DC. THE CENTER WORKS DIRECTLY WITH COMMUNITIES TO IDENTIFY ENVIRONMENTAL HEALTH QUESTIONS AND CONCERNS, THEN MOBILIZES ITS RESEARCH EXPERTISE TO RESOLVE THOSE QUESTIONS. ONE COMMON AND IMPORTANT THEME IN THE CENTER'S WORK IS AIR POLLUTION AND LUNG HEALTH. CEET TEAM MEMBERS ARE ALWAYS TAKING ACTION IN THIS AREA. FOR EXAMPLE, THE CENTER WORKED WITH DAY-CARE FACILITIES IN PHILADELPHIA COMMUNITIES TO DECREASE AIR POLLUTION EXPOSURE BY MAPPING THE RELEASES OF AIRBORNE TOXINS WITH AIR MANAGEMENT SERVICES PROFESSIONALS. TO FURTHER CEET IMPACT, PENN MEDICINE'S OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS SUPPORT ADVOCACY EFFORT WITH LOCAL, STATE, AND FEDERAL REGULATORS AND LEGISLATORS. PRIORITY AREA #11: SOCIOECONOMIC DISADVANTAGE PENN MEDICINE RECOGNIZES THAT PEOPLE LIVING AT OR NEAR THE POVERTY LINE FACE POOR HEALTH OUTCOMES. POVERTY RATES ARE NEARLY FOUR TIMES HIGHER IN PHILADELPHIA THAN ITS NEIGHBORING SUBURBS, ALTHOUGH POCKETS OF POVERTY EXIST ACROSS ALL FIVE COUNTIES IN THE PENN MEDICINE SERVICE AREA. RATES IN WEST AND SOUTHWEST PHILADELPHIA, WHICH COMPRISE PENN MEDICINE'S PRIMARY SERVICE AREA, ARE 32.8% AND 29.6% RESPECTIVELY - SIGNIFICANTLY EVEN HIGHER THAN THE CITY'S 23.1%. AS A LEADING EMPLOYER AND ACADEMIC MEDICAL AND RESEARCH INSTITUTION, PENN MEDICINE IS COMMITTED TO ELIMINATING ECONOMIC INJUSTICE AND INEQUITY ACROSS OUR ORGANIZATION AND THE COMMUNITIES WE SERVE THROUGH EDUCATION, SUSTAINABLE EMPLOYMENT, ECONOMIC INCLUSION, AND EFFICIENT PATHWAYS TO RESOURCES. o BRIDGING THE GAPS (BTG) LINKS THE PROVISION OF HEALTH-RELATED SERVICE FOR UNDER-RESOURCED COMMUNITIES WITH THE INTER-PROFESSIONAL TRAINING OF HEALTH AND SOCIAL SERVICE PROFESSIONALS. STARTING AT PENN IN 1991, WITHIN 5 YEARS BTG INCLUDED ALL OF PHILADELPHIA ACADEMIC HEALTH CENTERS AND HAS SINCE BEEN ADOPTED AS A PROGRAM MODEL IN ORGANIZATIONS ACROSS PENNSYLVANIA AND IN NEW JERSEY. FOR FY 2021, 161 HEALTH SERVICE STUDENTS PROVIDED 3,972 DAYS OF SERVICE TO OVER 78 COMMUNITY-BASED PROJECTS. o DROSOPHILA IS A HIGH SCHOOL-LEVEL, CLASSROOM-BASED NEUROSCIENCE PROGRAM DEVELOPED IN PARTNERSHIP WITH THE BASHAW LAB AT PENN MEDICINE. STUDENTS GO THROUGH A RANGE OF EXPERIMENTS, INCLUDING FLIES ON ICE, WHICH USES THE SCIENTIFIC METHOD AND NEUROSCIENCE PRINCIPLES TO STUDY THE EFFECTS OF COLD TEMPERATURES ON FRUIT FLIES. FIVE PENN MEDICINE LAB MEMBERS COLLECTIVELY VOLUNTEERED NEARLY 100 HOURS OF TIME. LAST YEAR, DROSOPHILA WAS TAUGHT TO 620 STUDENTS AT FOUR SCHOOLS IN THE REGION. o PATHWAY PROGRAM ASSOCIATES: IN PARTNERSHIP WITH PENN'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS, THE WEST PHILADELPHIA SKILLS INITIATIVE (WPSI), AND JEVS HUMAN SERVICES, THE NEW PENN MEDICINE PATHWAYS PROGRAM CREATED WORKFORCE DEVELOPMENT AND ECONOMIC OPPORTUNITIES WITH A FOCUS ON RECENT HIGH SCHOOL GRADUATES. PENN MEDICINE HAS IDENTIFIED FULL-TIME ROLES WITHIN ITS SYSTEM WHERE ASSOCIATES CAN GAIN EMPLOYMENT, RECEIVE CAREER TRAINING, DEVELOP A CAREER PATHWAY, AND ENJOY COMPREHENSIVE BENEFITS PACKAGES. THE PROGRAM LAUNCHED IN SUMMER 2022. o PATHWAYS TO PROMOTION: FACILITATING CAREER ADVANCEMENT FOR INTERNAL FRONTLINE STAFF WHILE WORKING TO IMPROVE DIVERSITY IN SUPERVISORY AND MANAGEMENT ROLES. TO DATE, THE PROGRAM'S FIRST COHORT HAS COLLECTIVELY RECEIVED 15 OFFERS FOR ADVANCEMENT. A TOTAL OF 25 EMPLOYEES ARE PARTICIPATING IN THE SECOND COHORT, WHICH BEGAN IN SPRING 2022. |
| FORM 990, PART III, LINE 4A &4B (CONT.) | o PENN FUTURES: IDENTIFYING PENN MEDICINE EMPLOYEES WHO HAVE HIGH POTENTIAL BUT ARE NOT CURRENTLY IN A MANAGEMENT OR SUPERVISORY ROLE. THE PROGRAM GUIDES PARTICIPANTS TO IDENTIFY STRENGTHS AND PLAN THEIR OWN CAREER DEVELOPMENT. o HUP GATEWAY PROGRAM: NEW-TO-PRACTICE NURSES HAVE AN OPPORTUNITY TO BE PAID WHILE PARTICIPATING IN AN ACCELERATED, IMMERSIVE CLINICAL EXPERIENCE THAT PREPARES THEM FOR HIGHER-LEVEL SURGICAL AND CRITICAL CARE NURSING ROLES. o PROJECT QUAKER: A PARTNERSHIP WITH WEST PHILADELPHIA SKILLS INITIATIVE (WPSI) DESIGNED TO PREPARE INDIVIDUALS FOR LAB ASSISTANT ROLES. TO DATE, 50 PROJECT ALUMS HAVE ENTERED LAB ASSISTANT POSITIONS. o PENN PRESBYTERIAN MEDICAL CENTER STERILE PROCESSING CANDIDATE PIPELINE: STARTING IN 2018, THIS MEDICAL CENTER HAS WORKED WITH THE JAMES INSTITUTE FOR LEARNING AND CENTRAL SOURCE TO DEVELOP AND PLACE STUDENTS IN JOBS IN THE STERILE PROCESSING FIELD. STUDENTS RECEIVE THE INSTRUCTION AND INTERNSHIPS NEEDED TO BECOME A CERTIFIED REGISTERED CENTRAL SERVICE TECHNICIAN (CRCST), AS WELL AS HANDS-ON EXPERIENCES IN A BUSY HEALTH CARE ENVIRONMENT. TO DATE, THE PROGRAM HAS HOSTED 30 STUDENTS. o PENN ASSIST: PENN MEDICINE WAS A PARTNER IN TRAINING PHILADELPHIA HIGH SCHOOL GRADUATES FOR CAREERS IN THE BUILDING TRADES BY EXPOSING GRADUATES TO SOME OF THE REGION'S MOST VISIONARY BUILDING PROJECTS, INCLUDING THE STATE-OF-THE-ART HUP PAVILION. o PENN ACADEMY FOR REPRODUCTIVE SCIENCE (PARS) IS A WORKSHOP FOR HIGH SCHOOL STUDENTS LED BY CLINICIANS, SCIENTISTS, AND MEDICAL STUDENTS. THE FREE PROGRAM IS DESIGNED FOR STUDENTS INTERESTED IN HEALTH CARE AND MEDICINE, WITH AN EMPHASIS ON REPRODUCTIVE SCIENCE. THE ACADEMY RUNS TWICE PER YEAR FOR FOUR CONSECUTIVE SATURDAYS AND INVOLVES HANDS-ON ACTIVITIES SUCH AS THE IN-VITRO FERTILIZATION OF A MOUSE EGG. THE PROGRAM ALSO OFFERS SESSIONS DEDICATED TO COLLEGE APPLICATIONS, RESUMES, AND NETWORKING. SINCE ITS INCEPTION IN 2010, PARS HAS EDUCATED 262 STUDENTS FROM ACROSS THE PHILADELPHIA AREA. o PENN ACADEMY FOR SKIN HEALTH (PASH) IS A FREE PROGRAM OFFERED TO PHILADELPHIA PUBLIC SCHOOL STUDENTS INTERESTED IN A CAREER IN DERMATOLOGY. OVER FOUR SATURDAYS, PASH TEACHES STUDENTS ABOUT THE SCIENCE BEHIND THEIR SKIN. SINCE ITS INCEPTION IN 2017, PASH HAS EDUCATED 69 STUDENTS. o OFFICE OF OUTREACH, EDUCATION AND RESEARCH SUMMER RESEARCH: THIS OFFICE WAS CREATED TO HELP PARS AND PASH ALUMNAE CONTINUE THEIR STEM CAREER PATHS THROUGH ADDITIONAL INSTRUCTION AND EVEN EMPLOYMENT OPPORTUNITIES. IN 2022 ALONE, PENN MEDICINE HIRED 25 ALUMNAE AS TEMPORARY RESEARCHERS. ALL STUDENTS IN THE PROGRAM WORK SIDE-BY-SIDE WITH PENN MEDICINE RESEARCHERS AND PARTICIPATE IN PRODUCING JOURNAL ARTICLES AND CASE STUDIES, AMONG OTHER ACTIVITIES. o RISING SCHOLAR SUCCESS ACADEMY IS A SERIES OF FREE, VIRTUAL POSTSECONDARY PROGRAMS DESIGNED TO PREPARE PHILADELPHIA HIGH SCHOOL STUDENTS FOR EDUCATIONAL AND CAREER PATHWAYS IN A POST-PANDEMIC WORLD. FOR THE THIRD YEAR IN A ROW, PENN MEDICINE DEVELOPED AND HOSTED A WEEK OF EDUCATIONAL ACTIVITIES CALLED "FROM THE BENCH TO THE BEDSIDE." FROM JULY 18-22, 150 HIGH SCHOOL STUDENTS LEARNED ABOUT CAREERS IN RESEARCH AND MEDICINE. o AS PART OF PENN'S ECONOMIC INCLUSION INITIATIVES, THE PENN MEDICINE CAMPUSES CONTINUE TO FIND ECONOMIC OPPORTUNITIES FOR LOCAL RESIDENTS. OPPORTUNITIES COVER VARIOUS EMPLOYMENT TYPES, FROM CONSTRUCTION TO PROCUREMENT OF GOODS AND SERVICES. SINCE 2019, PENN MEDICINE HAS DIRECTED MORE THAN $119 MILLION IN CONTRACTING TO MINORITY-, WOMAN-, AND DISABLED-OWNED BUSINESSES. o VENDOR FRIDAYS: LAUNCHED IN FEBRUARY, THIS HUP EVENT SERIES FEATURES LOCAL SMALL BUSINESSES. MANY PARTICIPANTS COME FROM THE DORRANCE H. HAMILTON CENTER FOR CULINARY ENTERPRISES AT THE ENTERPRISE CENTER, A LONGSTANDING MINORITY BUSINESS ACCELERATOR IN WEST PHILADELPHIA. o PENN MEDICINE COMMUNITY EVENTS CALENDARS: THIS TOOL LINKS VOLUNTEER OPPORTUNITIES WITH PENN MEDICINE EMPLOYEES SEEKING TO DONATE THEIR TIME OR OTHER SUPPORT TO CHARITABLE EFFORTS OUTSIDE THE HOSPITAL WALLS. IN FY2022, THE CALENDAR FEATURED 64 EVENTS REPRESENTING 342 EMPLOYEES VOLUNTEERING OVER 1,000 HOURS OF VOLUNTEER SERVICE IN PHILADELPHIA. o COMMUNITY RESOURCE CONNECTS: WHEN PENNCHART'S HEALTH SCREENER IDENTIFIES SOMEONE WITH POTENTIALLY UNMET SOCIAL NEEDS, PENN MEDICINE TAKES ACTION, WORKING WITH HEALTH CARE PROVIDERS, COMMUNITY-BASED ORGANIZATIONS, THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, AND ENTITIES LIKE FIND HELP, A CLOSED-LOOP REFERRAL NETWORK FOR SOCIAL SERVICES. PENN MEDICINE PROVIDERS AND STAFF CAN THEN CONNECT THE PATIENT WITH RESOURCES THAT CAN HELP THEM AFTER THEY LEAVE THE HOSPITAL. o REGIONAL HEALTH EQUITY DASHBOARD: THIS WEB-BASED TOOL CENTRALIZES AND BENCHMARKS CRITICAL METRICS ACROSS KEY HEALTH CARE NEED AREAS SUCH AS MATERNAL AND INFANT MORTALITY AND MORBIDITY, CANCER SCREENING AND PREVENTION, ACCESS TO SPECIALTY CARE, AND SOCIOECONOMIC DISADVANTAGE, HELPING TO INFORM A WIDE VARIETY OF PROJECTS AND INQUIRIES. THE COUNTY HOSPITALS OF UPHS ALSO CONDUCTED CHNAS FOR THEIR SPECIFIC SERVICE AREAS AND LIKEWISE, CREATED THEIR OWN CHIPS SHOWING INNOVATIVE PROGRAMS TO ASSIST IN MEETING THE MOST PRESSING NEEDS OF OUR COMMUNITIES. THESE REPORTS CAN BE FOUND AT THE FOLLOWING LINKS: o PENN MEDICINE PRINCETON HEALTH o PENN MEDICINE CHESTER COUNTY HOSPITAL o PENN MEDICINE LANCASTER GENERAL SEE SCHEDULE H, PART VI FOR ADDITIONAL DETAILS REGARDING SOME OF THE VARIOUS ADDITIONAL COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. -------------------- |
| FORM 990, PART IV, LINE 28 & FORM 990, SCHEDULE L, PART IV | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. FOR THE YEAR ENDED JUNE 30, 2022, NO TRANSACTIONS WERE IDENTIFIED THAT WERE REQUIRED TO BE DISCLOSED ON FORM 990, SCHEDULE L, PART IV. -------------------- |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEW PROCESS THE FIRST DRAFT OF THE FEDERAL FORM 990 IS RECEIVED FROM OUR TAX CONSULTING FIRM, PRICEWATERHOUSECOOPERS LLP ("PWC"), ON APPROXIMATELY MARCH 15TH OF THE FILING YEAR AND IS REVIEWED BY THE ASSOCIATE COMPTROLLER. THE FORM 990 IS THEN DISTRIBUTED TO VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS, INCLUDING THE COMPTROLLER, CFO OF THE HEALTH SYSTEM, AND VICE PRESIDENT FOR FINANCE AND TREASURER PRIOR TO MEETING WITH PWC AND THE ASSOCIATE COMPTROLLER TO DISCUSS AND FINALIZE THE FORM. A "FINAL" DRAFT COPY OF THE FEDERAL FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE AUDIT AND COMPLIANCE COMMITTEE PRIOR TO THE FILING DEADLINE. THE FINAL COPY OF THE FEDERAL FORM 990 IS POSTED TO THE TRUSTEES' WEB SITE FOR DISTRIBUTION AND REVIEWED BY ALL TRUSTEES PRIOR TO THE ACTUAL FILING DEADLINE. -------------------- |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED, BUT NOT REQUIRED TO, COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; (5) MEMBERS OF THE INVESTMENT BOARD; AND (6) KEY EMPLOYEES. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ---------------------- |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS THE MEMBERSHIP OF THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST 5 DISINTERESTED, VOTING MEMBERS, OF THE BOARD OF TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA. THE COMMITTEE HAS THE AUTHORITY AND RESPONSIBILITY BOTH FOR PROVIDING OVERSIGHT AND REVIEW OF THE EXECUTIVE COMPENSATION PROCESS, OVERSIGHT AND REVIEW OF THE ACTUAL COMPENSATION DECISIONS, AND FOR REVIEWING ACTUAL AND PERCEIVED CONFLICT OF INTEREST TRANSACTIONS INVOLVING TRUSTEES AND STATUTORY OFFICERS ACCORDING TO GUIDELINES ESTABLISHED BY THE UNIVERSITY'S CONFLICT-OF-INTEREST POLICY AS ADOPTED BY THE BOARD OF TRUSTEES. THE COMMITTEE ADOPTS AND IMPLEMENTS EXECUTIVE COMPENSATION PRINCIPLES, AND IS ACCOUNTABLE FOR THE COMPENSATION AND BENEFITS ARRANGEMENTS OF THE PRESIDENT AND HER DIRECT REPORTS, THE STATUTORY OFFICERS, SENIOR ACADEMIC OFFICIALS, DEANS, OTHER KEY EMPLOYEES, AND ALL THOSE INDIVIDUALS WHO ARE POTENTIALLY DISQUALIFIED PERSONS WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS LEGISLATION. THE COMMITTEE MAY PERIODICALLY REVIEW THE COMPENSATION AND BENEFITS OF OTHER HIGHLY COMPENSATED INDIVIDUALS, EVEN IF THEY ARE NOT DEEMED TO EXERCISE "SUBSTANTIAL INFLUENCE" OVER THE UNIVERSITY. THE COMPENSATION SUBCOMMITTEE (CREATED TO CONFORM TO CERTAIN PROCEDURES IN DOCUMENTING REASONABLE SALARIES FOR THE OFFICERS OF THE UNIVERSITY), MEETS AT LEAST TWICE A YEAR TO REVIEW APPROPRIATE DATA, INCLUDING COMPARABLE SALARIES, IN ORDER TO REPORT ITS CONCLUSIONS AND RECOMMENDATIONS ON OFFICERS' SALARIES FOR FINAL APPROVAL. THE COMPENSATION SUBCOMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY TO SERVE AS A CONSULTANT. -------------------- |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABILITY TO THE PUBLIC GOVERNING DOCUMENTS - OFFICIAL RECORDS GENERATED OR RECEIVED BY THE ADMINISTRATIVE AND ACADEMIC OFFICES OF THE UNIVERSITY IN THE CONDUCT OF THEIR BUSINESS ARE THE PROPERTY OF THE UNIVERSITY AND MAY BECOME ARCHIVAL MATERIAL. THE ARCHIVED RECORDS ARE AVAILABLE THROUGH THE UNIVERSITY ARCHIVES AND RECORDS CENTER WEB SITE AT: HTTP://WWW.ARCHIVES.UPENN.EDU UNDER UNIVERSITY RECORDS CENTER. FORM 1023 - SINCE THE UNIVERSITY HAS BEEN IN EXISTENCE SINCE 1740, THE ORGANIZATION WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, ITS IRC SECTION 501(C)(3) TAX-EXEMPT STATUS IS GRANDFATHERED BY THE IRS. CONFLICT OF INTEREST POLICIES - POLICIES, STATEMENTS, AND GUIDELINES ARE AVAILABLE TO THE PUBLIC ON THE OFFICE OF THE AUDIT, COMPLIANCE, AND PRIVACY WEB SITE AT: HTTP://WWW.UPENN.EDU/OACP/ UNDER PRINCIPLES OF RESPONSIBLE CONDUCT. FINANCIAL STATEMENTS - THE UNIVERSITY'S ANNUAL REPORT IS PRODUCED BY THE OFFICE OF THE VICE PRESIDENT FOR FINANCE AND TREASURER IN CONJUNCTION WITH THE OFFICE OF THE COMPTROLLER AND INCLUDES THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, SUMMARY OF ENDOWMENT PERFORMANCE, AND MESSAGES FROM EXECUTIVE MANAGEMENT. ANNUAL REPORTS ARE PUBLISHED AFTER THE CLOSE OF EACH FISCAL YEAR (JULY 1 TO JUNE 30) AND ARE AVAILABLE ON THE COMPTROLLER WEB SITE AT: HTTP://WWW.FINANCE.UPENN.EDU/COMPTROLLER UNDER FINANCIAL REPORTS. -------------------- |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS GAIN/(LOSS) ON EXTINGUISHMENT OF DEBT $ 310,000 PENSION & OTHER POSTRETIREMENT PLAN ADJ. 735,351,000 ------------ TOTAL $735,661,000 -------------------- |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIV OF PENN (HK) FND LIMITED | ||||||||||
| ROOM 8 7/F K WAH CENTRE | JAVA RD | HONG KONG | HK | 981062727 | CHARITY | HK | -$22,411 | $2,599,795 | TRUSTEES | |
| UNIV OF PENN USA FOUNDATION LTD | ||||||||||
| 19 NORCOTT ROAD | LONDON | ENGLAND | UK | 980387770 | CHARITY | UK | -$612,373 | $1,841,173 | TRUSTEES | N167EJ |
| TRUSTEES OF THE UNIV OF PENN LTD | ||||||||||
| 244G ROOM 103 UB MAIN CAMPUS | GABORNE | BC | EDUCATION | BC | $1,613,447 | $358,676 | TRUSTEES | |||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (44 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| AFFILIA HOME HEALTH | ||||||||||
| 1811 OLDE HOMESTEAD LANE | LANCASTER | PA | 17601 | 231352572 | HOME HEALTH | PA | 501(c)(3) | 7 | LG HEALTH | Yes (true) |
| CARL V S PATTERSON 19 UN OF PA | ||||||||||
| C/O PNC BANK 620 LIBERTY AVE 10FL | PITTSBURGH | PA | 15222 | 236415355 | SUPPORT TRUST | PA | 4947(A)(1) | N/A | NA | false |
| CHESTER COUNTY HOSPITAL | ||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 230469150 | HEALTHCARE | PA | 501(C)(3) | 3 | CCH&HS | Yes (true) |
| CHESTER COUNTY HOSPITAL & HEALTH SYSTEM | ||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 264233321 | MGMT SRVCS | PA | 501(C)(3) | 12, I | TRUSTEES | Yes (true) |
| CLINICAL CARE ASSOCIATES OF UPHS | ||||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232729852 | HEALTHCARE | PA | 501(c)(3) | 10 | TRUSTEES | Yes (true) |
| HAJOCA 3025 INC | ||||||||||
| 3451 WALNUT STREET ROOM 737 | PHILADELPHIA | PA | 19104 | 843379653 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| LAISE CA TUW FBO UNIV OF PENN | ||||||||||
| 3451 WALNUT STREET SUITE 305 | PHILADELPHIA | PA | 19104 | 823434615 | SUPPORT TRUST | PA | 4947(A)(1) | N/A | NA | Yes (true) |
| LANCASTER GENERAL HEALTH | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 232250941 | SUPPORT ORG | PA | 501(C)(3) | 12, II | TRUSTEES | Yes (true) |
| LANCASTER GENERAL HEALTH COLUMBIA CENTER | ||||||||||
| 306 NORTH 7TH STREET | COLUMBIA | PA | 17512 | 230485650 | FACILITY MGMT | PA | 501(C)(3) | 3 | LG HOSPITAL | Yes (true) |
| LANCASTER GENERAL HEALTH FOUNDATION | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 205767147 | FUNDRAISING | PA | 501(C)(3) | 7 | NA | false |
| LANCASTER GENERAL HEALTH HOLDINGS | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 204943109 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| LANCASTER GENERAL HOSPITAL | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 231365353 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | Yes (true) |
| LANCASTER GENERAL MEDICAL GROUP | ||||||||||
| 1030 NEW HOLLAND AVENUE | LANCASTER | PA | 17601 | 232777286 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | Yes (true) |
| MORRIS EST LYDIA T DECD TW | ||||||||||
| 6325 S RAINBOW BLVD STE 300 | LAS VEGAS | NV | 89118 | 236210940 | SUPPORT TRUST | NV | 501(C)(3) | 12, III-FI | NA | false |
| NEIGHBORHOOD HEALTH AGENCIES INC | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324782 | NURSING | PA | 501(C)(3) | 12, I | CCH&HS | Yes (true) |
| NEIGHBORHOOD LEAGUE HEALTH SERVICES | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324787 | HEALTH SRVCS | PA | 501(C)(3) | 10 | CCH&HS | Yes (true) |
| NEIGHBORHOOD VISITING NURSE ASSOCIATION | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 231352243 | NURSING | PA | 501(C)(3) | 7 | CCH&HS | Yes (true) |
| OAP INC | ||||||||||
| 3451 WALNUT STREET ROOM 748 | PHILADELPHIA | PA | 19104 | 231986931 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| PENN CENTER FOR REHAB AND CARE | ||||||||||
| 3609 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 232422635 | HEALTHCARE | PA | 501(c)(3) | 3 | PMC | Yes (true) |
| PENN CLUB OF NEW YORK INC | ||||||||||
| 30 WEST 44TH STREET | NEW YORK | NY | 10036 | 232726687 | CLUB | NY | 501(c)(7) | N/A | NA | false |
| PENN PRAXIS INC | ||||||||||
| 210 SOUTH 34TH STREET | PHILADELPHIA | PA | 19104 | 752974931 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| PENN PRESS INC | ||||||||||
| 3905 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 231876142 | PUBLISHING | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| PENNSYLVANIA COLLEGE OF HEALTH SCIENCES | ||||||||||
| 850 GREENFIELD ROAD | LANCASTER | PA | 17601 | 061645496 | HEALTH EDU | PA | 501(C)(3) | 2 | LG HOSPITAL | Yes (true) |
| PENNSYLVANIA HOSPITAL OF UPHS | ||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 311538725 | HEALTHCARE | PA | 501(C)(3) | 3 | TRUSTEES | Yes (true) |
| PGH DEVELOPMENT CORP | ||||||||||
| 426 CURIE BLVD | PHILADELPHIA | PA | 19104 | 232351015 | SUPPORT ORG | PA | 501(c)(3) | 12, I | NA | false |
| PHOENIXVILLE HOSPITAL OF UPHS | ||||||||||
| 3001 MARKET STREET 3RD FLOOR | PHILADELPHIA | PA | 19104 | 232901089 | SUPPORT ORG | PA | 501(c)(3) | 3 | TRUSTEES | Yes (true) |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232810852 | HEALTHCARE | PA | 501(c)(3) | 3 | TRUSTEES | Yes (true) |
| PRINCETON CAREGIVERS INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222842773 | HOMECARE SVCS | NJ | 501(C)(3) | 3 | PHCS HOLDING | Yes (true) |
| PRINCETON HEALTHCARE AFFILIATED PHYS PC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 264203938 | HEALTHCARE | NJ | 501(C)(3) | 10 | PHCS HOLDING | Yes (true) |
| PRINCETON HEALTHCARE SYSTEM | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 210635009 | HEALTHCARE | NJ | 501(C)(3) | 3 | PHCS HOLDING | Yes (true) |
| PRINCETON HEALTHCARE SYSTEM FDN INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222225911 | SUPPORT PHCS | NJ | 501(C)(3) | 7 | PHCS HOLDING | Yes (true) |
| PRINCETON HLTHCARE SYSTEM HOLDING INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223493256 | SUPPORT ORG | NJ | 501(C)(3) | 12, I | TRUSTEES | Yes (true) |
| PRINCETON MEDICAL PROPERTIES INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 220022702 | REAL ESTATE | NJ | 501(C)(2) | N/A | PHCS HOLDING | Yes (true) |
| THE ASC TRUST OF THE UNIV OF PA | ||||||||||
| 1500 MARKET ST STE 3500E | PHILADELPHIA | PA | 19102 | 810550464 | BUS. TRUST | PA | 501(c)(3) | 8 | NA | false |
| THE HEART GROUP OF LANCASTER GEN HEALTH | ||||||||||
| 217 HARRISBURG AVENUE | LANCASTER | PA | 17603 | 300634510 | CARDIOLOGY | PA | 501(C)(3) | 3 | LG HEALTH | Yes (true) |
| THE LEONARD AND MADLYN ABRAMSON INST | ||||||||||
| 421 CURIE BLVD 450 BRB II/III | PHILADELPHIA | PA | 19104 | 232929823 | MED RESEARCH | PA | 501(c)(3) | 4 | NA | false |
| UNIVERSITY CITY ASSOCIATES INC | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 233021159 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| UNIVERSITY CLUB AT PENN INC | ||||||||||
| 3611 WALNUT STREET | PHILADELPHIA | PA | 19104 | 236299508 | FAC. CLUB | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| UPENN INTERNATIONAL | ||||||||||
| 3451 WALNUT STREET SUITE 731 | PHILADELPHIA | PA | 19104 | 454985731 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | Yes (true) |
| UPENN MASTER RETIREMENT TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 043574136 | RETIRE TRUST | PA | 501(A) | N/A | TRUSTEES | Yes (true) |
| UPENN RETIREE BENEFITS TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 232769744 | BENEFITS | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| WISSAHICKON HOSPICE OF UPHS | ||||||||||
| 150 MONUMENT ROAD SUITE 300 | BALA CYNWYD | PA | 19004 | 232152662 | HOSPICE CARE | PA | 501(c)(3) | 10 | TRUSTEES | Yes (true) |
| WOMEN'S AND CHILDREN'S HEALTH SERVICES | ||||||||||
| 700 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232248956 | HEALTHCARE | PA | 501(c)(3) | 3 | PA HOSPITAL | Yes (true) |
| PENN MEDICINE-PMA | ||||||||||
| 5 ATRIUM 3400 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | 863800365 | HEALTHCARE | PA | 501(c)(3) | 10 | CCA | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (27 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARI 1740 FUND | ||||||||||||||||||||
| N SETSON AVE STE 5500 | CHICAGO | IL | 60601 | 320472404 | INVESTMENT | IL | TRUSTEES | EXCLUDED FROM TAX | $100,411,727 | $195,252,668 | false | $0 | false | 0.99990 | ||||||
| CYRUS 1740 FUND LP | ||||||||||||||||||||
| 65 E 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 821211542 | INVESTMENT | NY | TRUSTEES | EXCLUDED FROM TAX | $5,163,927 | $46,526,968 | false | $4,206 | false | 0.98560 | ||||||
| CYRUS 1740 MASTER FUND LP | ||||||||||||||||||||
| 981361754 | INVESTMENT | NA | N/A | $0 | false | 89 NEXUS WAY CAMANA BAY | CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | |||||||||
| DVG 1740 FUND LP | ||||||||||||||||||||
| ONE FAWCETT PLACE | GREENWICH | CT | 06830 | 800961539 | INVESTMENT | CT | TRUSTEES | EXCLUDED FROM TAX | $29,253,943 | $190,540,966 | false | $0 | false | 0.99110 | ||||||
| EAST MARSHALL STREET PARTNERSHIP LP | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232902742 | INVESTMENT | PA | NA | N/A | $0 | false | ||||||||||
| FERN HILL PARTNERSHIP III LP | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 300409614 | RENTAL | PA | NA | N/A | $0 | false | ||||||||||
| FERN HILL LLC | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 233005147 | RENTAL | PA | NA | N/A | $0 | false | ||||||||||
| GALLOPAVO LP | ||||||||||||||||||||
| 2000 McKINNEY AVE STE 2125 | DALLAS | TX | 75201 | 464621967 | INVESTMENT | TX | TRUSTEES | EXCLUDED FROM TAX | $175,189 | $47,514,925 | false | -$78,080 | false | 0.97820 | ||||||
| JOG V C LIMITED PARTNERSHIP | ||||||||||||||||||||
| INVESTMENT | TRUSTEES | EXCLUDED FROM TAX | $2,738 | $13,620,661 | false | $0 | false | 0.99990 | STE 2370 440 2ND AVE SW | CALGARY | ALBERTA | CA | T2P5E9 | CA | ||||||
| JOG VI C LIMITED PARTNERSHIP | ||||||||||||||||||||
| INVESTMENT | TRUSTEES | EXCLUDED FROM TAX | $46,202 | $24,745,099 | false | $0 | false | 1.00000 | STE 2370 440 2ND AVE SW | CALGARY | ALBERTA | CA | T2P5E9 | CA | ||||||
| KINGSTOWN 1740 FUND LP | ||||||||||||||||||||
| 34 EAST 51ST STREET | NEW YORK | NY | 10022 | 843119908 | INVESTMENT | NY | TRUSTEES | EXCLUDED FROM TAX | $12,224,339 | $87,820,863 | false | $0 | false | 1.00000 | ||||||
| LANCASTER PET PARTNERSHIP LLP | ||||||||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 233102793 | MEDICAL SERVICES | PA | NA | N/A | $0 | false | ||||||||||
| LG HEALTH COMM CARE COLLAB II | ||||||||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 823809581 | ACO | PA | NA | N/A | $0 | false | ||||||||||
| LG HEALTH COMMUNITY CARE COLLABORATIVE | ||||||||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 455542179 | ACO | PA | NA | N/A | $0 | false | ||||||||||
| MRI GROUP LLP | ||||||||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 331011386 | MEDICAL SERVICES | PA | NA | N/A | $0 | false | ||||||||||
| NEIGHBRHD PRES & DEV FUND LP | ||||||||||||||||||||
| 240 NEW YORK DR STE 1 | FORT WASHINGTON | PA | 19034 | 233037919 | RENTAL | PA | NA | N/A | $0 | false | ||||||||||
| OAKLANDS WAY MEDICAL BUILDING ASSOCIATES | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 830490251 | RENTAL | PA | NA | N/A | $0 | false | ||||||||||
| SRP INVESTORS FUND A LP | ||||||||||||||||||||
| 2001 ROSS AVE SUITE 400 | DALLAS | TX | 75201 | 611748291 | INVESTMENT | TX | TRUSTEES | EXCLUDED FROM TAX | $198,951,669 | $65,503,707 | false | $0 | false | 0.85270 | ||||||
| ST-TO RIBBIT OPPORTUNITY V LLC | ||||||||||||||||||||
| 364 UNIVERSITY AVENUE | PALO ALTO | CA | 94301 | 841814102 | INVESTMENT | CA | TRUSTEES | EXCLUDED FROM TAX | $0 | $16,509,910 | false | $0 | false | 0.62640 | ||||||
| TURK'S HEAD SURGERY CENTER | ||||||||||||||||||||
| 915 OLD FERN HILL ROAD BLDG B STE | WEST CHESTER | PA | 19380 | 200184603 | MEDICAL SERVICES | PA | NA | N/A | $0 | false | ||||||||||
| UNIVERSA BLACK SWAN PROTECTION PROTOCOL | ||||||||||||||||||||
| 2601 S BAYSHORE DR SUITE 2030 | MIAMI | FL | 33133 | 852143048 | INVESTMENT | FL | TRUSTEES | EXCLUDED FROM TAX | -$23,558,138 | $35,459,769 | false | $0 | false | 1.00000 | ||||||
| AXIS UKA GP LLC | ||||||||||||||||||||
| 240 NEW YORK DRIVE SUITE 1 | FORT WASHINGTON | PA | 19034 | 273617178 | INVESTMENT | PA | TRUSTEES | EXCLUDED FROM TAX | -$159 | $51,159 | false | $0 | Yes (true) | 0.50000 | ||||||
| LIFT REAL ESTATE PARTNERS FUND II LP | ||||||||||||||||||||
| 180 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | 844983190 | INVESTMENT | CA | TRUSTEES | EXCLUDED FROM TAX | -$2,201,135 | $213,143,349 | false | $0 | false | 0.98590 | ||||||
| BEXP II (PARALLEL) LP | ||||||||||||||||||||
| 5914 W COURTYARD DRIVE | AUSTIN | TX | 78730 | 873188834 | INVESTMENT | TX | NA | N/A | -$130,505 | $39,024,282 | false | $0 | false | 0.82140 | ||||||
| FORERUNNER BUILDERS F-G LP | ||||||||||||||||||||
| ONE LETTERMAN DRIVE BLDG C SUITE | SAN FRANCISCO | CA | 94129 | 873427543 | INVESTMENT | CA | NA | N/A | $0 | $11,644,914 | false | $0 | false | 1.00000 | ||||||
| GCM CARRIAGE SPV LP | ||||||||||||||||||||
| 250 WEST 55TH STREET 36TH FLOOR | NEW YORK | NY | 10019 | 872075062 | INVESTMENT | NY | NA | N/A | $0 | $50,000,000 | false | $0 | false | 0.69440 | ||||||
| INITIALIZED CBH SPV LLC | ||||||||||||||||||||
| 464 TEHAMA STREET | SAN FRANCISCO | CA | 94103 | 871123527 | INVESTMENT | CA | NA | N/A | $0 | $2,997,902 | false | $0 | false | 0.51550 | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)
| Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | CityForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARCM 1740 LTD | ||||||||||||||||||
| 27 HOSPITAL ROAD | GRAND CAYMAN | CJ | KY1-9008 | INVESTMENTS | CJ | TRUSTEES | C-CORP | $0 | $258,844,761 | 0.90000 | Yes (true) | |||||||
| CIRCLE MEDICAL ASSURANCE CO | ||||||||||||||||||
| INSURANCE | TRUSTEES | C-CORP | $0 | $0 | 1.00000 | Yes (true) | 2929 WALNUT STREET STE 460 | PHILADELPHIA | PA | 19104 | 833556286 | PA | ||||||
| CLINICAL HEALTH CARE ASSOC OF NJ PC | ||||||||||||||||||
| PHYS MGMT | CCA | C-CORP | Yes (true) | 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232865181 | PA | |||||||||
| DELANCEY CORPORATION | ||||||||||||||||||
| RENTAL | PA HOSPITAL | C-CORP | Yes (true) | 800 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232060159 | PA | |||||||||
| FRANKLIN CASUALTY INSURANCE CO | ||||||||||||||||||
| INSURANCE | TRUSTEES | C-CORP | -$251,475 | $37,118,456 | 1.00000 | Yes (true) | PO BOX 530 | BURLINGTON | VT | 05402 | 043378984 | VT | ||||||
| LANCASTER GENERAL 457 DEFERRED COMP PLAN | ||||||||||||||||||
| TRUST | LG HEALTH | TRUST | false | 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 232250941 | PA | |||||||||
| LANCASTER GENERAL INSURANCE COMPANY | ||||||||||||||||||
| PO BOX 1109 GT | GRAND CAYMAN | CJ | KYI-1102 | INSURANCE | CJ | LG HEALTH | C-CORP | Yes (true) | 980176655 | |||||||||
| LANCASTER GENERAL SERVICES INC | ||||||||||||||||||
| PROPERTY SVCS | LG HEALTH | C-CORP | Yes (true) | 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 232250128 | PA | |||||||||
| NAYA 1740 FUND LTD | ||||||||||||||||||
| PO BOX 309 | GRAND CAYMAN | CJ | KY1-1104 | INVESTMENTS | CJ | TRUSTEES | C-CORP | $739,552 | $273,595,312 | 0.97000 | Yes (true) | UGLAND HOUSE | ||||||
| PENN MEDICINE LONDON LIMITED | ||||||||||||||||||
| VISTRA SUITE 2 FIRST FLOOR | BRISTOL | UK | BS1 6FL | NETWORKING | UK | UPENN INT'L | LIMITED COMPANY | Yes (true) | TEMPLE BACK | |||||||||
| PENN WHARTON CONSULTING (BEIJING) CO LTD | ||||||||||||||||||
| CHINA WORLD TOWER 1 14F | CHAOYANG DIST | CH | 100004 | BUS. CONSULTING | CH | UPENN INT'L | C-CORP | Yes (true) | ||||||||||
| PHI PHARMACY INC | ||||||||||||||||||
| INACTIVE | PHCS HOLDING | C-CORP | Yes (true) | ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223467899 | NJ | |||||||||
| PRINCETON HEALTH INC & SUBS | ||||||||||||||||||
| MEDICAL | PHCS HOLDING | C-CORP | Yes (true) | ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223450093 | NJ | |||||||||
| QUAKER INSURANCE COMPANY LTD | ||||||||||||||||||
| VICTORIA STREET PO BOX HM 1826 | HAMILTON | BD | HM HX | SELF-INSURANCE | BD | TRUSTEES | C-CORP | $22,478,132 | $288,139,073 | 1.00000 | Yes (true) | 300708282 | VICTORIA HALL | |||||
| THE PAM 1740 FUND LTD | ||||||||||||||||||
| PO BOX 309 | GRAND CAYMAN | CJ | KYI-1104 | INVESTMENTS | CJ | TRUSTEES | C-CORP | -$20,903,634 | $218,054,652 | 1.00000 | Yes (true) | GEORGE TOWN | ||||||
| TURK'S HEAD HEALTH SERVICES INC | ||||||||||||||||||
| MEDICAL SERVICES | CCH&HS | C-CORP | Yes (true) | 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232329753 | PA | |||||||||
| UPENN HOSPITALITY INC | ||||||||||||||||||
| HOTEL/RESTAURANT | TRUSTEES | C-CORP | $12,253,037 | $11,201,165 | 1.00000 | Yes (true) | 3401 WALNUT STREET SUITE 440A | PHILADELPHIA | PA | 19104 | 233076589 | PA | ||||||
| CYRUS 1740 FUND LTD | ||||||||||||||||||
| 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | INVESTMENTS | CJ | TRUSTEES | LIMITED COMPANY | $5,163,927 | $46,526,968 | 0.98560 | Yes (true) | 981361907 | ||||||
| CHARITABLE REMAINDER TRUSTS (56) | ||||||||||||||||||
| N/A | NA | REMAINDER TRUST | false | PA | ||||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | 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 | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (23 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ARCM 1740 FUND LTD | ||
| B,C | $74,595,564 | FMV |
| ARI 1740 FUND LP | ||
| B,C | $177,895,087 | FMV |
| THE PAM 1740 FUND LTD | ||
| B,Q | $12,023,931 | FMV |
| SRP INVESTORS FUND A | ||
| B,C | $20,529,836 | FMV |
| DVG 1740 FUND LP | ||
| C | $15,000,000 | FMV |
| GALLOPAVO LP | ||
| B | $13,000,000 | FMV |
| JOG LIMITED PARTNERSHIP NO VI CO-INVEST | ||
| B | $141,724 | FMV |
| LIFT REAL ESTATE PARTNERS FUND I LP | ||
| B | $2,358,373 | FMV |
| LIFT REAL ESTATE PARTNERS FUND II LP | ||
| B,C | $103,842,474 | FMV |
| KINGSTOWN 1740 FUND | ||
| C | $20,000,000 | FMV |
| UNIVERSA BLACK SWAN PROTECTION LVIII LP | ||
| B | $49,750,000 | FMV |
| CYRUS 1740 FUND LP | ||
| B | $13,114,441 | FMV |
| BEXP II (PARALLEL) LP | ||
| B | $20,000,000 | FMV |
| FORERUNNER BUILDERS F-G LP | ||
| B | $11,644,914 | FMV |
| GCM CARRIAGE SPV LP | ||
| B | $50,000,000 | FMV |
| INITIALIZED CBH SPV LLC | ||
| B | $3,000,000 | FMV |
| FRANKLIN CASUALTY INSURANCE CO | ||
| R | $52,218,818 | FMV |
| PENN PRAXIS | ||
| O | $1,021,893 | FMV |
| UPENN HOSPITALITY INC | ||
| A | $1,500,000 | FMV |
| PRESBYTERIAN MEDICAL CENTER | ||
| K,O,P | $89,676,175 | FMV |
| UPENN INTERNATIONAL | ||
| B,L | $2,261,934 | FMV |
| UPENN RETIREE BENEFITS TRUST | ||
| B | $25,036,686 | FMV |
| WISSAHICKON HOSPICE OF UPHS | ||
| O,P,R | $169,333 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV, LINE 4 | FormAndLineReferenceDesc |
| Explanation | DETAIL OF LEGAL DOMICLES FOR CHARITABLE REMAINDER TRUSTS AS OF JUNE 30, 2022, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") HELD INTERESTS IN 1 POOLED LIFE INCOME FUND IN PENNSYLVANIA, 1 CHARITABLE REMAINDER TRUST IN DELAWARE, 2 CHARITABLE REMAINDER TRUSTS IN FLORIDA, 1 CHARITABLE REMAINDER TRUST IN NEW YORK AND 51 CHARITABLE REMAINDER TRUSTS IN PENNSYLVANIA, WHERE THE UNIVERSITY HAD MORE THAN 50% OF THE BENEFICIAL INTERESTS IN THE TRUSTS. | ExplanationTxt |