CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH (EIN 23-2729852)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-14
- IRS object ID
- 202531349349312163
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-14T16:51:20-04:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PwC US Tax 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 | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232729852 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLINICAL CARE ASSOCIATES OF THE | BusinessNameLine1Txt |
| Business Name Line2 | UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % JOSEPH P HEANEY | InCareOfNm |
| Business Name Control | CLIN | BusinessNameControlTxt |
| Phone | 6109021739 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD 4TH FL | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JULIA PUCHTLER | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6109021739 | PhoneNum |
| Signature | 2025-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO C RUSSO DIRECTOR | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 2673303000 | PhoneNum |
| Preparation | 2025-05-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT SCHLEGEL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD 4TH FL | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $294,828,327 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPHS.UPENN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1993 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | CLINICAL CARE ASSOCIATES SERVES TO FURTHER THE EDUCATIONAL AND CHARITABLE MISSIONS OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 2044 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $246,746,543 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $288,796,777 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,162,134 | PYInvestmentIncomeAmt |
| CY Investment Income | -$59,635 | CYInvestmentIncomeAmt |
| PY Other Revenue | $26,332,981 | PYOtherRevenueAmt |
| CY Other Revenue | $4,341,185 | CYOtherRevenueAmt |
| PY Total Revenue | $274,241,658 | PYTotalRevenueAmt |
| CY Total Revenue | $293,078,327 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $194,707,187 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $213,610,842 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $78,879,870 | PYOtherExpensesAmt |
| CY Other Expenses | $77,644,379 | CYOtherExpensesAmt |
| PY Total Expenses | $273,587,057 | PYTotalExpensesAmt |
| CY Total Expenses | $291,255,221 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $654,601 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,823,106 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,999,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $87,459,287 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $233,618,438 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $326,000,794 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | -$148,618,857 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | -$238,541,507 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | CLINICAL CARE ASSOCIATES SERVES TO FURTHER THE EDUCATIONAL AND CHARITABLE MISSIONS OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $261,762,228 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $293,137,962 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Total Program Service Expenses | $261,762,228 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | 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 | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 2044 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| 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 | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | 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 | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JOSEPH P HEANEY | PersonNm |
| Phone | 6109021739 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 MONUMENT ROAD 4TH FL | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 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 | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| KEVIN B MAHONEY | |||||||||
| NETWORK EXEC., EX OFFICIO | 1.0 | 54.0 | Yes (X) | Yes (X) | $0 | $2,777,146 | $20,761 | ||
| DEBORAH A DRISCOLL MD | |||||||||
| NETWORK EXEC., EX OFFICIO | 1.0 | 54.0 | Yes (X) | Yes (X) | $0 | $2,124,039 | $34,248 | ||
| KEITH KASPER | |||||||||
| CONTROLLER, BOARD MEMBER | 1.0 | 54.0 | Yes (X) | Yes (X) | $0 | $1,810,167 | $236,866 | ||
| MICHELE M VOLPE | |||||||||
| BOARD MEMBER | 1.0 | 54.0 | Yes (X) | $0 | $1,396,534 | $15,224 | |||
| LORI GUSTAVE | |||||||||
| BOARD MEMBER | 1.0 | 54.0 | Yes (X) | $0 | $905,147 | $140,435 | |||
| HARVEY L WAXMAN MD | |||||||||
| BOARD MEMBER | 1.0 | 54.0 | Yes (X) | $0 | $879,210 | $57,023 | |||
| KRISTEN RAINEAR MD | |||||||||
| CARDIOLOGIST | 55.0 | 0.0 | $862,060 | $0 | $26,635 | Yes (X) | |||
| BENJAMIN SILVERMAN MD | |||||||||
| INTERNIST | 55.0 | 0.0 | $851,282 | $0 | $28,277 | Yes (X) | |||
| JACK QUINLAN MD | |||||||||
| CARDIOLOGIST | 55.0 | 0.0 | $826,648 | $0 | $26,553 | Yes (X) | |||
| WILLIAM DUFFY MD | |||||||||
| INTERNIST | 55.0 | 0.0 | $810,136 | $0 | $26,607 | Yes (X) | |||
| GARY DORSHIMER MD | |||||||||
| INTERNIST | 55.0 | 0.0 | $787,337 | $0 | $17,983 | Yes (X) | |||
| ELIZABETH B JOHNSTON | |||||||||
| FORMER BOARD MEMBER | 1.0 | 54.0 | $0 | $658,654 | $21,617 | Yes (X) | |||
| SCOTT SCHLEGEL | |||||||||
| EXECUTIVE DIRECTOR, EX OFFICIO | 1.0 | 54.0 | Yes (X) | Yes (X) | $0 | $582,783 | $77,061 | ||
| CHARLES F ORELLANA MD | |||||||||
| SR MEDICAL DIRECTOR, BOARD MBR | 55.0 | 0.0 | Yes (X) | Yes (X) | $413,414 | $0 | $18,602 | ||
| JOSEPH P HEANEY | |||||||||
| CFO, ASST CONTROLLER & SECRY | 54.0 | 1.0 | Yes (X) | Yes (X) | $0 | $385,336 | $26,823 | ||
| RONALD B BARG MD | |||||||||
| FORMER EXECUTIVE DIRECTOR | 0.0 | 0.0 | $0 | $162,317 | $11,647 | Yes (X) | |||
| BERT W O'MALLEY JR MD | |||||||||
| BOARD MEMBER | 1.0 | 2.0 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $4,550,877 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $11,681,333 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $786,362 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 558 | 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 |
|---|---|---|---|---|---|
| HSC BUILDERS CONSTRUCTION MGRS | |||||
| 304 NEW MILL LN | EXTON | PA | 19341 | CONSTRUCTION SRVCS | $2,595,129 |
| SEAVEST CORE JENNERSVILLE LLC | |||||
| 101 W BIG BEAVER ROAD SUITE 200 | TROY | MI | 48084 | PROPERTY LEASING SRV | $2,206,884 |
| PEMBROKE TOWNSHIP LP | |||||
| 24 N BRYN MAWR AVE SUITE 287 | BRYN MAWR | PA | 19010 | PROPERTY LEASING SRV | $1,411,330 |
| WILLOWBROOK PARTNERS LP | |||||
| 600 WILLOWBROOK LANE SUITE 603 | WEST CHESTER | PA | 193825578 | PROPERTY LEASING SRV | $808,524 |
| CPI AHP OXFORD VALLEY MOB | |||||
| 425 7TH STREET NE | CHARLOTTESVILLE | VA | 22902 | PROPERTY LEASING SRV | $593,204 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 36 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUES | 621110 | $224,173,034 | $224,173,034 |
| IET SERVICE REVENUES | 900099 | $6,723,483 | $6,723,483 |
| IET SUPPORT | 900099 | $57,162,038 | $57,162,038 |
| THIRD PARTY SETTLEMENTS | 900099 | $738,222 | $738,222 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $288,796,777 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,690,365 | TotalRevenueColumnAmt |
| Exclusion | $1,690,365 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,750,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,750,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,750,000 | TotalRevenueColumnAmt |
| Exclusion | -$1,750,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| 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 | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| JOINT VENTURE INCOME | 900099 | $220,837 | $220,837 |
| OTHER OPERATING REVENUE | 900099 | $4,120,348 | $4,120,348 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $4,341,185 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $293,078,327 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $293,137,962 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | -$59,635 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $551,534 | TotalAmt |
| Program Services | $490,865 | ProgramServicesAmt |
| Management And General | $60,669 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $173,418,100 | TotalAmt |
| Program Services | $154,342,109 | ProgramServicesAmt |
| Management And General | $19,075,991 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,494,297 | TotalAmt |
| Program Services | $26,249,924 | ProgramServicesAmt |
| Management And General | $3,244,373 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,146,911 | TotalAmt |
| Program Services | $9,030,751 | ProgramServicesAmt |
| Management And General | $1,116,160 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,642,919 | TotalAmt |
| Program Services | $29,942,198 | ProgramServicesAmt |
| Management And General | $3,700,721 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,051 | TotalAmt |
| Program Services | $1,825 | ProgramServicesAmt |
| Management And General | $226 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,194,336 | TotalAmt |
| Program Services | $1,062,959 | ProgramServicesAmt |
| Management And General | $131,377 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,489 | TotalAmt |
| Program Services | $198,905 | ProgramServicesAmt |
| Management And General | $24,584 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,374,179 | TotalAmt |
| Program Services | $3,003,019 | ProgramServicesAmt |
| Management And General | $371,160 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,975 | TotalAmt |
| Program Services | $32,018 | ProgramServicesAmt |
| Management And General | $3,957 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,676,151 | TotalAmt |
| Program Services | $5,051,774 | ProgramServicesAmt |
| Management And General | $624,377 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $313,980 | TotalAmt |
| Program Services | $279,442 | ProgramServicesAmt |
| Management And General | $34,538 | ManagementAndGeneralAmt |
| Fundraising | $0 | 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 | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,015,808 | TotalAmt |
| Program Services | $2,015,808 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $21,121,295 | $21,121,295 | $0 | $0 |
| MALPRACTICE | $6,798,391 | $6,050,568 | $747,823 | $0 |
| REPAIRS & MAINTENANCE | $1,595,815 | $1,420,275 | $175,540 | $0 |
| PARKING | $313,388 | $278,915 | $34,473 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,336,602 | TotalAmt |
| Program Services | $1,189,578 | ProgramServicesAmt |
| Management And General | $147,024 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $291,255,221 | TotalAmt |
| Program Services | $261,762,228 | ProgramServicesAmt |
| Management And General | $29,492,993 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,640 | BOYAmt |
| EOY | $9,072 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $664,759 | BOYAmt |
| EOY | $218,637 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,552,221 | BOYAmt |
| EOY | $14,117,173 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $471,490 | BOYAmt |
| EOY | $366,443 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $70,531,030 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $35,353,812 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $39,864,452 | BOYAmt |
| EOY | $35,177,218 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,947 | BOYAmt |
| EOY | $195,947 | 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 | $959,927 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,279,145 | BOYAmt |
| EOY | $37,374,797 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,999,581 | BOYAmt |
| EOY | $87,459,287 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $64,988,983 | BOYAmt |
| EOY | $84,476,966 | 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 | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | 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 | $168,629,455 | BOYAmt |
| EOY | $241,523,828 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $233,618,438 | BOYAmt |
| EOY | $326,000,794 | 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 | -$148,618,857 | BOYAmt |
| EOY | -$238,541,507 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$148,618,857 | BOYAmt |
| EOY | -$238,541,507 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,999,581 | BOYAmt |
| EOY | $87,459,287 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,823,106 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | -$91,745,756 | 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 | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,144,255 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,502,913 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $352,112 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $7,999,280 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $175,025,058 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $193,350,581 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $254,732,533 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $246,746,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $288,796,777 | CurrentTaxYearAmt |
| Total | $1,158,651,492 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $180,169,313 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $195,853,494 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $255,084,645 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $246,746,543 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $288,796,777 | CurrentTaxYearAmt |
| Total | $1,166,650,772 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $1,166,650,772 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $273,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $237,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$81,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,182,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,690,365 | CurrentTaxYearAmt |
| Total | $3,302,090 | TotalAmt |
Post1975 UBTI Post1975UBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $273,655 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $237,190 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | -$81,142 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,182,022 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,690,365 | CurrentTaxYearAmt |
| Total | $3,302,090 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,573,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,840,429 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,173,416 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,332,981 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,591,185 | CurrentTaxYearAmt |
| Total | $73,511,436 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $192,016,393 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $210,931,113 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $273,176,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $274,261,546 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $293,078,327 | CurrentTaxYearAmt |
| Total | $1,243,464,298 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.93823 | PublicSupportCY509Pct |
| Public Support PY509 | 0.92374 | PublicSupportPY509Pct |
| Investment Income CY | 0.00266 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00161 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12 | FormAndLineReferenceDesc |
| Explanation | DETAIL OF OTHER INCOME LINE 12 INCLUDES MISCELLANEOUS OTHER REVENUES EARNED BY THE ORGANIZATION. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,584,189 | OtherCostOrOtherBasisAmt |
| Book Value | $5,584,189 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $42,132,426 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,357,645 | DepreciationAmt |
| Book Value | $24,774,781 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,193,356 | OtherCostOrOtherBasisAmt |
| Depreciation | $6,060,767 | DepreciationAmt |
| Book Value | $1,132,589 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,351,391 | OtherCostOrOtherBasisAmt |
| Depreciation | $8,934,932 | DepreciationAmt |
| Book Value | $416,459 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,269,668 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,000,468 | DepreciationAmt |
| Book Value | $3,269,200 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $35,177,218 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT-TO-USE ASSET | $36,905,835 |
| OTHER ASSETS | $468,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $37,374,797 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE TO AFFILIATES | Desc |
| Amt | $241,523,828 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $241,523,828 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART X, LINE 1 | DETAIL OF OTHER LIABILITIES THE DUE TO AFFILIATES ACCOUNT REPRESENTS AMOUNTS OWED BY THIS ORGANIZATION TO THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"), A RELATED ORGANIZATION, BASED UPON THE UNIVERSITY'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------ |
| SCHEDULE D, PART X, LINE 2 | TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2024 FINANCIAL STATEMENTS OF THE UNIVERSITY: 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 STATEMENT. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RONALD B BARG MD | ||||||||||||||
| FORMER EXECUTIVE DIRECTOR | $0 | $157,014 | $0 | $3,400 | $0 | $1,903 | $0 | $0 | $0 | $11,647 | $0 | $173,964 | $0 | $0 |
| JOSEPH P HEANEY | ||||||||||||||
| CFO, ASST CONTROLLER & SECRY | $0 | $299,859 | $0 | $85,477 | $0 | $0 | $0 | $0 | $0 | $26,823 | $0 | $412,159 | $0 | $0 |
| KEITH KASPER | ||||||||||||||
| CONTROLLER, BOARD MEMBER | $0 | $1,066,738 | $0 | $507,150 | $0 | $236,279 | $0 | $218,400 | $0 | $18,466 | $0 | $2,047,033 | $0 | $198,644 |
| KEVIN B MAHONEY | ||||||||||||||
| NETWORK EXEC., EX OFFICIO | $0 | $1,801,543 | $0 | $938,400 | $0 | $37,203 | $0 | $0 | $0 | $20,761 | $0 | $2,797,907 | $0 | $0 |
| CHARLES F ORELLANA MD | ||||||||||||||
| SR MEDICAL DIRECTOR, BOARD MBR | $325,817 | $0 | $86,152 | $0 | $1,445 | $0 | $0 | $0 | $18,602 | $0 | $432,016 | $0 | $0 | $0 |
| LORI GUSTAVE | ||||||||||||||
| BOARD MEMBER | $0 | $532,155 | $0 | $244,388 | $0 | $128,604 | $0 | $111,300 | $0 | $29,135 | $0 | $1,045,582 | $0 | $85,890 |
| SCOTT SCHLEGEL | ||||||||||||||
| EXECUTIVE DIRECTOR, EX OFFICIO | $0 | $339,440 | $0 | $144,813 | $0 | $98,530 | $0 | $50,634 | $0 | $26,427 | $0 | $659,844 | $0 | $51,449 |
| HARVEY L WAXMAN MD | ||||||||||||||
| BOARD MEMBER | $0 | $862,008 | $0 | $0 | $0 | $17,202 | $0 | $33,000 | $0 | $24,023 | $0 | $936,233 | $0 | $0 |
| DEBORAH A DRISCOLL MD | ||||||||||||||
| NETWORK EXEC., EX OFFICIO | $0 | $751,288 | $0 | $1,132,980 | $0 | $239,771 | $0 | $33,000 | $0 | $1,248 | $0 | $2,158,287 | $0 | $0 |
| KRISTEN RAINEAR MD | ||||||||||||||
| CARDIOLOGIST | $744,460 | $0 | $114,058 | $0 | $3,542 | $0 | $0 | $0 | $26,635 | $0 | $888,695 | $0 | $0 | $0 |
| GARY DORSHIMER MD | ||||||||||||||
| INTERNIST | $687,450 | $0 | $90,207 | $0 | $9,680 | $0 | $0 | $0 | $17,983 | $0 | $805,320 | $0 | $0 | $0 |
| JACK QUINLAN MD | ||||||||||||||
| CARDIOLOGIST | $706,673 | $0 | $118,191 | $0 | $1,784 | $0 | $0 | $0 | $26,553 | $0 | $853,201 | $0 | $0 | $0 |
| WILLIAM DUFFY MD | ||||||||||||||
| INTERNIST | $620,277 | $0 | $187,019 | $0 | $2,840 | $0 | $0 | $0 | $26,607 | $0 | $836,743 | $0 | $0 | $0 |
| BENJAMIN SILVERMAN MD | ||||||||||||||
| INTERNIST | $742,269 | $0 | $107,779 | $0 | $1,234 | $0 | $0 | $0 | $28,277 | $0 | $879,559 | $0 | $0 | $0 |
| MICHELE M VOLPE | ||||||||||||||
| BOARD MEMBER | $0 | $862,368 | $0 | $376,308 | $0 | $157,858 | $0 | $0 | $0 | $15,224 | $0 | $1,411,758 | $0 | $0 |
| ELIZABETH B JOHNSTON | ||||||||||||||
| FORMER BOARD MEMBER | $0 | $349,913 | $0 | $289,884 | $0 | $18,857 | $0 | $0 | $0 | $21,617 | $0 | $680,271 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 3 | TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. --------------- |
| SCHEDULE J, PART I, LINE 4B | PARTICIPATION IN A SUPP NONQUALIFIED PLAN CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("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 UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR: DRISCOLL, DEBORAH A. - NO DISTRIBUTION GUSTAVE, LORI - $85,366 KASPER, KEITH - $198,644 MAHONEY, KEVIN B. - NO DISTRIBUTION SCHLEGEL, SCOTT - $51,449 VOLPE, MICHELE M. - $127,500 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: DRISCOLL, DEBORAH A. - NO DISTRIBUTION QUINN, PETER D. - NO DISTRIBUTION WAXMAN, HARVEY L. - NO DISTRIBUTION --------------- |
| SCHEDULE J, PART I, LINE 7 | PROVISION OF NON-FIXED PAYMENTS CLINICAL CARE ASSOCIATES PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. --------------- |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (CCA) IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS). IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR LEVELS OF CHARITY CARE PROVIDED, INCLUDING THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. IN FY 2024, CCA PROVIDED $33 MILLION IN CHARITY AND UNDERFUNDED CARE FOR MEDICARE AND MEDICAID FAMILIES. CCA WAS FORMED IN JUNE 1993 TO DEVELOP A GEOGRAPHICALLY DISTRIBUTED NETWORK OF PRIMARY CARE PHYSICIANS. AS OF JUNE 30, 2024, CCA AND ITS NEW JERSEY AFFILIATE, CLINICAL HEALTH CARE ASSOCIATES OF NEW JERSEY, P.C., EMPLOYED OR CONTRACTED WITH 353 PHYSICIANS AND 216 PHYSICIAN EXTENDERS AT 112 OFFICE LOCATIONS THROUGHOUT THE FIVE-COUNTY SOUTHEASTERN PENNSYLVANIA AREA AND THREE-COUNTY SOUTHERN NEW JERSEY AREA. CCA HAS GROWN TO BE A PRIMARY AND SPECIALTY CARE NETWORK WITH APPROXIMATELY 37% OF CCA PHYSICIANS PROVIDING PRIMARY CARE, 10% PROVIDING OBGYN CARE, AND 53% A VARIETY OF SPECIALTY SERVICES. CCA PHYSICIANS SERVE AS TEACHERS FOR STUDENTS AND RESIDENTS OF THE PERELMAN SCHOOL OF MEDICINE, AND THE HEALTH SYSTEM HAS REALIZED, AND CONTINUES TO REALIZE, INCREASED ACCESS TO PATIENTS FOR TEACHING AND RESEARCH PURPOSES AS A RESULT OF CCA'S DEVELOPMENT. HUP, CPUP, PRESBYTERIAN, PENNSYLVANIA, PRINCETON, AND CHESTER COUNTY HOSPITALS ALSO EXPECT TO ATTRACT INCREMENTAL ADMISSIONS AND OUTPATIENT VISITS BECAUSE OF THE UNIQUE AND SPECIALIZED SERVICES THEY CAN PROVIDE TO CCA PATIENTS. A FLAGSHIP AMONG THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S COMMUNITY BENEFIT, PENN MEDICINE CARES GRANTS SUPPORT EMPLOYEE VOLUNTEERISM AND PROJECTS FOCUSED ON IMPROVING HEALTH AND WELLNESS, AND ADDRESSING HEALTH DISPARITIES IN UNDERSERVED COMMUNITIES. SINCE 2012, THE CARES PROGRAM HAS FUNDED 1,200 SERVICE INITIATIVES ACROSS THE REGION PENN MEDICINE SERVES, FROM PHILADELPHIA, LANCASTER, AND CHESTER COUNTIES TO THE SUBURBS AND SHORE COMMUNITIES OF NEW JERSEY. FUNDING GIVEN TO LOCAL COMMUNITIES TOTALS $1.25 MILLION. FURTHER, THIS PAST YEAR, PENN MEDICINE ANNOUNCED AN INCREASE IN ANNUAL FUNDING FOR CARES GRANT, BOLSTERING THE IMPACT OF THE PROGRAM. FOLLOWING PLEASE FIND CCA EMPLOYEES WHO RECEIVED THE CARES GRANT FOR THE 2024 FISCAL YEAR: HARRY'S HANDS TO HELP AND HEAL, LORNA LAFFEY: FOR THE PAST TWO YEARS, LORNA HAS BEEN VOLUNTEERING WITH HARRY'S HANDS TO HELP AND HEAL, WHOSE MISSION IS TO ASSIST THE SPOUSES, CHILDREN, FAMILIES, AND COMMUNITIES DIRECTLY AFFECTED BY SUICIDE OR MENTAL ILLNESS. IT SERVES ALL OF DELAWARE COUNTY, PROVIDING A FOOD PANTRY, PET PANTRY, BABY PANTRY, AND CLOTHES PANTRY THAT IS FREE TO EVERYONE. HARRY'S HANDS ALSO ASSISTS OTHER PANTRIES IN THE AREA IN HELPING THEIR COMMUNITIES. LORNA'S GRANT GOES TO PURCHASE NECESSARY FOOD AND SUPPLIES FOR THE PANTRY. FLEA/TICK DISEASE PREVENTION, SUSAN SPINELLO: FLEAS AND TICKS ARE COMMONLY CARRIED INTO HOMES ON PETS AND ARE WELL KNOWN TO CAUSE DISEASE IN BOTH PETS AND HUMANS. PREVENTION FOR PETS IS AVAILABLE, BUT THE COST IS OFTEN VERY HIGH. SUSAN HAS BEEN A VOLUNTEER WITH THE SPAYED CLUB (TSC), WHICH OFFERS LOW-COST OR FREE VETERINARY CARE TO FAMILIES IN WEST PHILADELPHIA AND DELAWARE COUNTY. HER GRANT WILL COVER THE COSTS OF MANY DOSES FOR DOGS AND CATS. AT THE SAME TIME, TSC WILL OFFER INFORMATION TO THE OWNERS. MICHAEL PETRONE FOUNDATION, KELLY MORK: KELLY IS A VOLUNTEER WITH THE MICHAEL PETRONE FOUNDATION, WHICH IDENTIFIES NORRISTOWN FAMILIES IN NEED OF FINANCIAL SUPPORT BECAUSE OF HEALTH HARDSHIPS OR SUDDEN LOSS. KELLY WILL DIRECT HER FUNDING TO HELP SUPPORT ITS CHOSEN FAMILY FOR THIS YEAR. THE FOUNDATION WAS STARTED BY MEMBERS OF BISHOP KENRICK HIGH SCHOOL'S CLASS OF 1976 IN HONOR OF PETRONE, A CLASSMATE WHO DIED A YEAR EARLIER WHILE UNDERGOING A HEART AND KIDNEY TRANSPLANT. THE FOUNDATION ALSO HOSTS RAFFLES, GOLF OUTINGS, DINNERS, ETC., IN ORDER TO RAISE MONEY FOR THE FAMILIES. MT. ZION AME CHURCH, VINCENT SPELLER: A MEMBER OF MT. ZION AME CHURCH IN DEVON, PA., VINCENT WILL USE HIS GRANT TO PURCHASE AN AUTOMATED EXTERNAL DEFIBRILLATOR (AED) FOR THE CHURCH, TO HAVE READY IN CASE OF CARDIAC EVENTS. HIS GRANT WILL ALSO COVER THE COSTS OF PADS, BATTERIES, AND A WALL MOUNT. VINCENT ALSO INTENDS TO TEACH THE CONGREGANTS CPR AND HOW TO USE THE AED. --------------- |
| FORM 990, PART V, LINE 1A | FORMS 1099 THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. --------------- |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE 2023 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS SUBMITTED TO THE BOARD FOR THEIR REVIEW. A COPY OF THE FINAL 2023 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. --------------- |
| FORM 990, PART VI, SECTION A, LINE 12C | CONFLICT OF INTEREST POLICY THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). 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; AND (5) MEMBERS OF THE INVESTMENT BOARD. 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 THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). --------------- |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. --------------- |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS NET ALLOCATION TO PENN MEDICINE PMA $ 382,786 OTHER CHANGES IN NET ASSETS (92,128,542) ------------- TOTAL $ (91,745,756) --------------- |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 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) | 10 | LG HEALTH | false |
| CARL V S PATTERSON IRR | ||||||||||
| 116 ALLEGHENY CENTER MAIL P8YB3502L | PITTSBURGH | PA | 15212 | 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 | false |
| CHESTER COUNTY HOSPITAL & HEALTH SYSTEM | ||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 264233321 | MGMT SRVCS | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| HAJOCA 3025 INC | ||||||||||
| 3451 WALNUT STREET ROOM 737 | PHILADELPHIA | PA | 19104 | 843379653 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| 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 | false |
| LANCASTER GENERAL HEALTH | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 232250941 | SUPPORT ORG | PA | 501(C)(3) | 12, II | TRUSTEES | false |
| LANCASTER GENERAL HEALTH COLUMBIA CENTER | ||||||||||
| 306 NORTH 7TH STREET | COLUMBIA | PA | 17512 | 230485650 | FACILITY MGMT | PA | 501(C)(3) | 3 | LG HOSPITAL | false |
| LANCASTER GENERAL HEALTH FOUNDATION | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 205767147 | FUNDRAISING | PA | 501(C)(3) | 7 | NA | false |
| LANCASTER GENERAL HEALTH HOLDINGS | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 204943109 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| LANCASTER GENERAL HOSPITAL | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 231365353 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| LANCASTER GENERAL MEDICAL GROUP | ||||||||||
| 1097 COMMERCIAL AVE | EAST PETERSBURG | PA | 17520 | 232777286 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | false |
| 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 | false |
| NEIGHBORHOOD LEAGUE HEALTH SERVICES | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324787 | HEALTH SRVCS | PA | 501(C)(3) | 10 | CCH&HS | false |
| NEIGHBORHOOD VISITING NURSE ASSOCIATION | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 231352243 | NURSING | PA | 501(C)(3) | 7 | CCH&HS | false |
| OAP INC | ||||||||||
| 3451 WALNUT STREET ROOM 748 | PHILADELPHIA | PA | 19104 | 231986931 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| PENN CENTER FOR REHAB AND CARE | ||||||||||
| 3609 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 232422635 | HEALTHCARE | PA | 501(c)(3) | 3 | PMC | false |
| 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 | false |
| PENNSYLVANIA COLLEGE OF HEALTH SCIENCES | ||||||||||
| 850 GREENFIELD ROAD | LANCASTER | PA | 17601 | 061645496 | HEALTH EDU | PA | 501(C)(3) | 2 | LG HOSPITAL | false |
| PENNSYLVANIA HOSPITAL OF UPHS | ||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 311538725 | HEALTHCARE | PA | 501(C)(3) | 3 | TRUSTEES | false |
| 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 | false |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232810852 | HEALTHCARE | PA | 501(c)(3) | 3 | TRUSTEES | false |
| PRINCETON CAREGIVERS INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222842773 | HOMECARE SVCS | NJ | 501(C)(3) | 3 | PHCS HOLDING | false |
| PRINCETON HEALTHCARE AFFILIATED PHYS PC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 264203938 | HEALTHCARE | NJ | 501(C)(3) | 10 | PHCS HOLDING | false |
| PRINCETON HEALTHCARE SYSTEM | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 210635009 | HEALTHCARE | NJ | 501(C)(3) | 3 | PHCS HOLDING | false |
| PRINCETON HEALTHCARE SYSTEM FDN INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222225911 | SUPPORT PHCS | NJ | 501(C)(3) | 7 | PHCS HOLDING | false |
| PRINCETON HLTHCARE SYSTEM HOLDING INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223493256 | SUPPORT ORG | NJ | 501(C)(3) | 12, I | TRUSTEES | false |
| PRINCETON MEDICAL PROPERTIES INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 220022702 | REAL ESTATE | NJ | 501(C)(2) | N/A | PHCS HOLDING | false |
| 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 | false |
| 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 |
| TRUSTEES OF THE UNIVERSITY OF PENN | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 231352685 | EDUCATION | PA | 501(c)(3) | 2 | NA | false |
| UNIVERSITY CITY ASSOCIATES INC | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 233021159 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| UNIVERSITY CLUB AT PENN INC | ||||||||||
| 3611 WALNUT STREET | PHILADELPHIA | PA | 19104 | 236299508 | FAC. CLUB | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| UPENN INTERNATIONAL | ||||||||||
| 3451 WALNUT STREET SUITE 731 | PHILADELPHIA | PA | 19104 | 454985731 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | false |
| UPENN MASTER RETIREMENT TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 043574136 | RETIRE TRUST | PA | 501(A) | N/A | TRUSTEES | false |
| UPENN RETIREE BENEFITS TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 232769744 | BENEFITS | PA | 501(c)(3) | 12, I | TRUSTEES | false |
| WISSAHICKON HOSPICE OF UPHS | ||||||||||
| 150 MONUMENT ROAD SUITE 300 | BALA CYNWYD | PA | 19004 | 232152662 | HOSPICE CARE | PA | 501(c)(3) | 10 | TRUSTEES | false |
| PENN MEDICINE-PMA | ||||||||||
| 5 ATRIUM 3400 CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 863800365 | HEALTHCARE | PA | 501(C)(3) | 10 | CCA | false |
| CLINICAL CARE ASSOCIATES OF UPHS | ||||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232729852 | HEALTHCARE | PA | 501(c)(3) | 10 | TRUSTEES | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (33 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | General Or Managing PartnerGeneralOrManagingPartnerInd | Address Line1ForeignAddress/AddressLine1Txt | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | CityForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PDCP 1740 FUND LP | ||||||||||||||
| 311 S WACKER DR STE 2620 | CHICAGO | IL | 60601 | 320472404 | INVESTMENT | IL | NA | false | ||||||
| CYRUS 1740 FUND LP | ||||||||||||||
| 65 E 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 821211542 | INVESTMENT | NY | NA | false | ||||||
| CYRUS 1740 MASTER FUND LP | ||||||||||||||
| 981361754 | INVESTMENT | NA | false | 89 NEXUS WAY CAMANA BAY | GR | CJ | KY1-9009 | CJ | ||||||
| DVG 1740 FUND LP | ||||||||||||||
| ONE FAWCETT PLACE | GREENWICH | CT | 06830 | 800961539 | INVESTMENT | CT | NA | false | ||||||
| EAST MARSHALL STREET PARTNERSHIP LP | ||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232902742 | INVESTMENT | PA | NA | false | ||||||
| FERN HILL PARTNERSHIP III LP | ||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 300409614 | RENTAL | PA | NA | false | ||||||
| FERN HILL LLC | ||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 233005147 | RENTAL | PA | NA | false | ||||||
| GALLOPAVO LP | ||||||||||||||
| 4215 WEST LOVERS LANE SUITE 100 | DALLAS | TX | 75209 | 464621967 | INVESTMENT | TX | NA | false | ||||||
| JOG V C LIMITED PARTNERSHIP | ||||||||||||||
| INVESTMENT | NA | false | STE 2370 440 2ND AVE SW | AL | CA | T2P5E9 | CA | CALGARY | ||||||
| JOG VI C LIMITED PARTNERSHIP | ||||||||||||||
| INVESTMENT | NA | false | STE 2370 440 2ND AVE SW | AL | CA | T2P5E9 | CA | CALGARY | ||||||
| KINGSTOWN 1740 FUND LP | ||||||||||||||
| 167 MADISON AVE ST 205 1033 | NEW YORK | NY | 10016 | 843119908 | INVESTMENT | NY | NA | false | ||||||
| LANCASTER PET PARTNERSHIP LLP | ||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 233102793 | MEDICAL SERVICES | PA | NA | false | ||||||
| LG HEALTH COMM CARE COLLAB II | ||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 823809581 | ACO | PA | NA | false | ||||||
| LG HEALTH COMMUNITY CARE COLLABORATIVE | ||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 455542179 | ACO | PA | NA | false | ||||||
| MRI GROUP LLP | ||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 331011386 | MEDICAL SERVICES | PA | NA | false | ||||||
| NEIGHBRHD PRES & DEV FUND LP | ||||||||||||||
| 240 NEW YORK DR STE 1 | FORT WASHINGTON | PA | 19034 | 233037919 | RENTAL | PA | NA | false | ||||||
| OAKLANDS WAY MEDICAL BUILDING ASSOCIATES | ||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 830490251 | RENTAL | PA | NA | false | ||||||
| SRP INVESTORS FUND A LP | ||||||||||||||
| 2001 ROSS AVE SUITE 400 | DALLAS | TX | 75201 | 611748291 | INVESTMENT | TX | NA | false | ||||||
| TURK'S HEAD SURGERY CENTER | ||||||||||||||
| 915 OLD FERN HILL ROAD BLDG B STE | WEST CHESTER | PA | 19380 | 200184603 | MEDICAL SERVICES | PA | NA | false | ||||||
| ST-TO RIBBIT OPPORTUNITY V LLC | ||||||||||||||
| 364 UNIVERSITY AVENUE | PALO ALTO | CA | 94301 | 841814102 | INVESTMENT | CA | NA | false | ||||||
| UNIVERSA BLACK SWAN PROTECTION PROTOCOL | ||||||||||||||
| 2601 S BAYSHORE DR SUITE 2030 | MIAMI | FL | 33133 | 852143048 | INVESTMENT | FL | NA | false | ||||||
| AXIS UKA GP LLC | ||||||||||||||
| 240 NEW YORK DRIVE SUITE 1 | FORT WASHINGTON | PA | 19034 | 273617178 | INVESTMENT | PA | NA | false | ||||||
| LIFT REAL ESTATE PARTNERS FUND II LP | ||||||||||||||
| 180 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | 844983190 | INVESTMENT | CA | NA | false | ||||||
| BEXP II (PARALLEL) LP | ||||||||||||||
| 5914 W COURTYARD DRIVE | AUSTIN | TX | 78730 | 873188834 | INVESTMENT | TX | NA | false | ||||||
| FORERUNNER BUILDERS F-G LP | ||||||||||||||
| ONE LETTERMAN DRIVE BLDG C SUITE | SAN FRANCISCO | CA | 94129 | 873427543 | INVESTMENT | CA | NA | false | ||||||
| GCM CARRIAGE SPV LP | ||||||||||||||
| 250 WEST 55TH STREET 36TH FLOOR | NEW YORK | NY | 10019 | 872075062 | INVESTMENT | NY | NA | false | ||||||
| INITIALIZED CBH SPV LLC | ||||||||||||||
| 464 TEHAMA STREET | SAN FRANCISCO | CA | 94103 | 871123527 | INVESTMENT | CA | NA | false | ||||||
| SAILINGSTONE GLOBAL NATURAL RES FND LP | ||||||||||||||
| 100 WAUGH DRIVE SUITE 600 | HOUSTON | TX | 77007 | 371770014 | INVESTMENT | TX | NA | false | ||||||
| AUSTIN 512 LP | ||||||||||||||
| 5914 W COURTYARD DRIVE SUITE 340 | AUSTIN | TX | 78730 | 921329561 | INVESTMENT | TX | NA | false | ||||||
| BLACKSTONE REAL ESTATE PARTNERS VIITE5 | ||||||||||||||
| C/O THE BLACKSTONE GROUP 345 PARK A | NEW YORK | NY | 10154 | 800815880 | INVESTMENT | NY | NA | false | ||||||
| KEYFRAME 1740 FUND LP | ||||||||||||||
| 65 E 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 883210105 | INVESTMENT | NY | NA | false | ||||||
| LIFT REAL ESTATE PARTNERS FUND III LP | ||||||||||||||
| 180 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | 872869560 | INVESTMENT | CA | NA | false | ||||||
| NEUBERGER BERMAN HEDGED CRYPTOCURRENCY | ||||||||||||||
| 1290 AVENUE OF THE AMERICAS 22ND F | NEW YORK | NY | 10104 | 871241085 | INVESTMENT | NY | NA | false | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 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 | Controlled OrganizationControlledOrganizationInd | Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Legal Domicile StateLegalDomicileStateCd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | CityForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARCM 1740 LTD | ||||||||||||||||||
| 27 HOSPITAL ROAD | GRAND CAYMAN | CJ | KY1-9008 | INVESTMENTS | CJ | TRUSTEES | C-CORP | false | ||||||||||
| 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 | $9,557,899 | $284,800,780 | 1.00000 | ||||||
| DELANCEY CORPORATION | ||||||||||||||||||
| RENTAL | PA HOSPITAL | C-CORP | false | 800 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232060159 | PA | |||||||||
| FRANKLIN CASUALTY INSURANCE CO | ||||||||||||||||||
| INSURANCE | TRUSTEES | C-CORP | false | 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 | 17602 | 232250941 | PA | |||||||||
| LANCASTER GENERAL SERVICES INC | ||||||||||||||||||
| PROPERTY SVCS | LG HEALTH | C-CORP | false | 555 NORTH DUKE STREET | LANCASTER | PA | 17602 | 232250128 | PA | |||||||||
| NAYA 1740 FUND LTD | ||||||||||||||||||
| PO BOX 309 | CJ | KY1-1104 | INVESTMENTS | CJ | TRUSTEES | C-CORP | false | UGLAND HOUSE | ||||||||||
| PENN MEDICINE LONDON LIMITED | ||||||||||||||||||
| VISTRA STE 2 FIRST FLOOR 10 TEMPLE | UK | BS1 6FL | NETWORKING | UK | UPENN INT'L | LIMITED COMPANY | false | BRISTOL | ||||||||||
| PENN WHARTON CONSULTING (BEIJING) CO LTD | ||||||||||||||||||
| UNIT 3106 LEVEL 31 YINTAI OFFICE T | CHAOYANG DIST | CH | 100022 | BUS. CONSULTING | CH | UPENN INT'L | C-CORP | false | ||||||||||
| PHI PHARMACY INC | ||||||||||||||||||
| INACTIVE | PHCS HOLDING | C-CORP | false | ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223467899 | NJ | |||||||||
| PRINCETON HEALTH INC & SUBS | ||||||||||||||||||
| MEDICAL | PHCS HOLDING | C-CORP | false | 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 | false | 300708282 | VICTORIA HALL | ||||||||
| THE PAM 1740 FUND LTD | ||||||||||||||||||
| PO BOX 309 | GRAND CAYMAN | CJ | KYI-1104 | INVESTMENTS | CJ | TRUSTEES | C-CORP | false | GEORGE TOWN | |||||||||
| TURK'S HEAD HEALTH SERVICES INC | ||||||||||||||||||
| MEDICAL SERVICES | CCH&HS | C-CORP | false | 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232329753 | PA | |||||||||
| UPENN HOSPITALITY INC | ||||||||||||||||||
| HOTEL/RESTAURANT | TRUSTEES | C-CORP | false | 3401 WALNUT STREET SUITE 440A | PHILADELPHIA | PA | 19104 | 233076589 | PA | |||||||||
| CYRUS 1740 FUND LTD | ||||||||||||||||||
| 89 NEXUS WAY CAMANA BAY | CJ | KY1-9005 | INVESTMENT | CJ | TRUSTEES | LIMITED COMPANY | false | 981361907 | GRAND CAYMAN | |||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | 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 | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLINICAL HEALTHCARE ASSOCIATES OF NJ PC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | J,N,O | TransactionTypeTxt |
| Involved | $17,283,612 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |