TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN 23-1352685)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-13
- IRS object ID
- 202201339349304250
- Schema version
- 2020v4.1
- 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 | 2022-05-13T10:18:43-05:00 | ReturnTs |
| Tax Period End | 2021-06-30 | 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 | 2020-07-01 | 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 | 2022-05-11 | 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 |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | WENDELL PRITCHETT INTM PRES | 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 | $24,691,936,397 | 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 | 57 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 57 | VotingMembersIndependentCnt |
| Total Employee | 53574 | TotalEmployeeCnt |
| Total Volunteers | 32883 | TotalVolunteersCnt |
| Total Gross UBI | $2,462,839 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,720,501,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,828,560,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,296,302,040 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,580,806,027 | CYProgramServiceRevenueAmt |
| PY Investment Income | $518,611,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,457,693,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $89,124,960 | PYOtherRevenueAmt |
| CY Other Revenue | $470,682,973 | CYOtherRevenueAmt |
| PY Total Revenue | $7,624,539,000 | PYTotalRevenueAmt |
| CY Total Revenue | $9,337,742,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $503,759,404 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $608,068,995 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,049,842,999 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,303,271,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $1,569,916 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $1,082,689 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $102,822,295 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,657,874,681 | PYOtherExpensesAmt |
| CY Other Expenses | $2,651,764,316 | CYOtherExpensesAmt |
| PY Total Expenses | $7,213,047,000 | PYTotalExpensesAmt |
| CY Total Expenses | $7,564,187,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $411,492,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,773,555,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $24,607,104,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $31,220,689,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $8,280,756,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $8,432,225,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $16,326,348,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,788,464,000 | 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 | $3,514,654,112 | ExpenseAmt |
| Grant | $608,068,995 | GrantAmt |
| Revenue | $2,154,821,188 | 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 | $3,245,343,125 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,424,270,000 | RevenueAmt |
| Desc | PATIENT CARE- SEE SCHEDULE O FOR ADDITIONAL INFORMATION | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,759,997,237 | 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 | 7052 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 53574 | 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 |
| Form1098 C Filed | Yes (true) | 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 | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 57 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 57 | 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 (105 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LARRY JAMESON | ||||||||||
| EXEC. VP UPHS & DEAN OF PSOM | 54.0 | 1.0 | Yes (X) | $3,652,391 | $0 | $963,775 | ||||
| PETER AMMON | ||||||||||
| CHIEF INVESTMENT OFFICER | 55.0 | 0.0 | $3,367,215 | $0 | $101,741 | Yes (X) | ||||
| DR AMY GUTMANN | ||||||||||
| PRESIDENT, EX-OFFICIO TRUSTEE | 55.0 | 0.0 | Yes (X) | $2,569,174 | $0 | $823,777 | Yes (X) | |||
| KEVIN MAHONEY | ||||||||||
| CEO, UPHS | 42.0 | 13.0 | $2,033,167 | $0 | $406,854 | Yes (X) | ||||
| CRAIG CARNAROLI | ||||||||||
| EXECUTIVE VICE PRESIDENT | 54.0 | 1.0 | Yes (X) | $1,671,070 | $0 | $710,894 | ||||
| WILLIAM C WELCH MD | ||||||||||
| CPUP - NEUROSURGERY | 55.0 | 0.0 | $2,076,401 | $0 | $69,431 | Yes (X) | ||||
| PAUL MARCOTTE MD | ||||||||||
| CPUP - NEUROSURGERY | 55.0 | 0.0 | $1,984,316 | $0 | $33,550 | Yes (X) | ||||
| MICHAEL SEAN GRADY MD | ||||||||||
| SURGEON - NEUROSURGERY | 55.0 | 0.0 | $1,920,990 | $0 | $52,906 | Yes (X) | ||||
| PHILLIP OKALA | ||||||||||
| COO, UPHS | 51.0 | 4.0 | $1,730,483 | $0 | $213,149 | Yes (X) | ||||
| PHILLIP B STORM MD | ||||||||||
| CHOP - NEUROSURGERY | 55.0 | 0.0 | $1,891,487 | $0 | $49,144 | Yes (X) | ||||
| MICHAEL A ACKER MD | ||||||||||
| CPUP - SURGERY | 55.0 | 0.0 | $1,771,811 | $0 | $137,672 | Yes (X) | ||||
| KEITH KASPER | ||||||||||
| CFO, UPHS | 41.0 | 14.0 | $1,572,045 | $0 | $206,973 | Yes (X) | ||||
| PETER D QUINN MD DMD | ||||||||||
| VICE DEAN,PROF SRVC,FMR SR. VP | 47.0 | 8.0 | $1,626,034 | $0 | $44,308 | Yes (X) | ||||
| REGINA CUNNINGHAM | ||||||||||
| CEO, HUP | 54.0 | 1.0 | $1,274,815 | $0 | $166,573 | Yes (X) | ||||
| ELIZABETH B JOHNSTON | ||||||||||
| FMR EXEC. DIR. CPUP | 0.0 | 0.0 | $1,249,503 | $0 | $168,320 | Yes (X) | ||||
| WENDELL PRITCHETT | ||||||||||
| PROVOST | 54.0 | 1.0 | Yes (X) | $1,085,687 | $0 | $279,494 | ||||
| RALPH MULLER | ||||||||||
| FORMER CEO, UPHS | 0.0 | 0.0 | $1,352,037 | $0 | $0 | Yes (X) | ||||
| DEBORAH A DRISCOLL MD | ||||||||||
| SVP CPUP, VICE DEAN PSOM | 54.0 | 0.0 | $1,180,137 | $0 | $32,832 | Yes (X) | ||||
| JOHN ZELLER | ||||||||||
| SVP DEVELOPMENT & ALUMNI RLTNS | 55.0 | 0.0 | Yes (X) | $1,014,725 | $0 | $52,128 | ||||
| JON EPSTEIN | ||||||||||
| VICE DEAN, PSOM | 55.0 | 0.0 | $1,014,646 | $0 | $44,457 | Yes (X) | ||||
| WENDY WHITE | ||||||||||
| SVP & GENERAL COUNSEL | 54.0 | 1.0 | Yes (X) | $974,603 | $0 | $48,778 | ||||
| GREGORY ROST | ||||||||||
| SVP & CHIEF OF STAFF | 54.0 | 1.0 | Yes (X) | $809,244 | $0 | $104,808 | ||||
| THOMAS MURPHY | ||||||||||
| VP INFO SYSTEMS AND COMPUTING | 55.0 | 0.0 | Yes (X) | $674,018 | $0 | $124,463 | ||||
| MEDHA NARVEKAR | ||||||||||
| VP & SECRETARY | 55.0 | 0.0 | Yes (X) | $679,186 | $0 | $76,255 | ||||
| MARYFRANCES MCCOURT | ||||||||||
| VP FIN. & TREASURER | 53.0 | 2.0 | Yes (X) | $632,586 | $0 | $108,033 | ||||
| JOANN MITCHELL | ||||||||||
| SVP INSTITUTIONAL AFFAIRS | 55.0 | 0.0 | Yes (X) | $576,192 | $0 | $62,243 | ||||
| ANNE PAPAGEORGE | ||||||||||
| VP FACILITIES AND REAL ESTATE | 53.0 | 2.0 | Yes (X) | $575,720 | $0 | $57,084 | ||||
| DAWN BONNELL | ||||||||||
| SR VICE PROVOST FOR RESEARCH | 55.0 | 0.0 | $582,057 | $0 | $35,692 | Yes (X) | ||||
| CHRISTOPHER MASOTTI | ||||||||||
| VICE DEAN, ADMIN PSOM | 55.0 | 0.0 | $544,099 | $0 | $68,254 | Yes (X) | ||||
| JACK HEUER | ||||||||||
| VP HUMAN RESOURCES | 55.0 | 0.0 | Yes (X) | $530,435 | $0 | $59,489 | ||||
| STEPHEN J MACCARTHY | ||||||||||
| VP COMMUNICATIONS | 55.0 | 0.0 | Yes (X) | $520,546 | $0 | $57,480 | ||||
| TREVOR LEWIS | ||||||||||
| VP BUDGET AND MGMT ANALYSIS | 55.0 | 0.0 | Yes (X) | $487,837 | $0 | $83,738 | ||||
| JEFFREY COOPER | ||||||||||
| VP GOVT & COMMUNITY RELATIONS | 55.0 | 0.0 | Yes (X) | $481,244 | $0 | $51,117 | ||||
| MARIE WITT | ||||||||||
| VP BUSINESS SERVICES | 55.0 | 0.0 | Yes (X) | $453,320 | $0 | $51,705 | ||||
| GREGORY PELLICANO | ||||||||||
| VP, AUDIT,COMPLIANCE & PRIV'Y | 55.0 | 0.0 | Yes (X) | $407,044 | $0 | $93,404 | ||||
| BETH A WINKELSTEIN | ||||||||||
| VICE PROVOST | 55.0 | 0.0 | $452,925 | $0 | $34,177 | Yes (X) | ||||
| MAUREEN RUSH | ||||||||||
| VP PUBLIC SAFETY | 54.0 | 1.0 | Yes (X) | $440,140 | $0 | $43,193 | ||||
| DWAINE DUCKETT | ||||||||||
| SVP & CHRO, UPHS | 55.0 | 0.0 | $355,912 | $0 | $115,288 | Yes (X) | ||||
| STACEY LOPEZ | ||||||||||
| VP INSTITUTIONAL RESEARCH | 55.0 | 0.0 | Yes (X) | $405,997 | $0 | $44,026 | ||||
| JOHN SESTITO | ||||||||||
| VP & EXECUTIVE DIRECTOR CPUP | 55.0 | 0.0 | $376,019 | $0 | $29,311 | Yes (X) | ||||
| RUSSELL DILEO | ||||||||||
| COMPTROLLER | 55.0 | 0.0 | Yes (X) | $250,799 | $0 | $78,616 | ||||
| JOHN HORN | ||||||||||
| FMR COMPTROLLER | 0.0 | 0.0 | $327,557 | $0 | $0 | Yes (X) | ||||
| THOMAS E BEEMAN PHD | ||||||||||
| FMR COO REGIONAL OPS UPHS | 0.0 | 0.0 | $281,821 | $0 | $0 | Yes (X) | ||||
| LESLIE KRUHLY | ||||||||||
| FMR VP AND SECRETARY | 0.0 | 0.0 | $213,942 | $0 | $33,046 | Yes (X) | ||||
| CHARLES HOWARD | ||||||||||
| VP SOC EQ & COMM, UNIV. CHAPLN | 55.0 | 0.0 | Yes (X) | $190,773 | $0 | $42,078 | ||||
| OSAGIE O IMASOGIE ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $5,000 | $0 | $0 | Yes (X) | ||||
| RICHARD W VAGUE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $2,336 | $0 | $0 | Yes (X) | ||||
| HYDER AHMAD | ||||||||||
| TRUSTEE | 2.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LAURA J ALBER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BONNIE MIAO BANDEEN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL LLEWELLYN BARRETT | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| BRETT H BARTH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ADAM K BERNSTEIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID S BLITZER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| SCOTT L BOK ESQ | ||||||||||
| VICE CHAIRPERSON | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM POLK CAREY II | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID L COHEN ESQ | ||||||||||
| CHAIRPERSON | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JAMES G DINAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LEE SPELMAN DOTY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CONNIE K DUCKWORTH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ALBERTO IVAN DURAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DAVID ERTEL | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CHRISTOPHER H FRANKLIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL F GERBER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PERRY GOLKIN ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| VAHAN H GUREGHIAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JANET F HAAS MD | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ALEX HAIDAS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW R HEYER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| GEORGE KWOK LUNG HUNGCHOY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LLOYD W HOWELL JR | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| LYNN J JERATH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES C JOHNSON ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| SUSANNA E LACHS ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| WILLIAM P LAUDER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CHARLES B LEITNER III | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CLAIRE LOMAX ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| PATRICIA MARTIN MD | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARC F MCMORRIS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KENNETH D MOELIS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| OFER NEMIROVSKY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CATHERINE M O'HERN LYONS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| DHANANJAY M PAI | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| CHERYL PEISACH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| KEVIN S PENN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| RICHARD C PERRY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JULIE BEREN PLATT | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MICHAEL J PRICE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANDREW S RACHLEFF | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| RAMANAN RAGHAVENDRAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ANN REESE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARC J ROWAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| THEODORE E SCHLEIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ALAN DAVID SCHNITZER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JULIE BREIER SEAMAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JOHN P SHOEMAKER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| AMB MARTIN J SILVERSTEIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| STACEY G SNIDER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT M STAVIS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| HARLAN M STONE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JILL TOPKIS WEISS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| MARK B WERNER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| HON THOMAS W WOLF | ||||||||||
| EX-OFFICIO TRUSTEE | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| JAMES H GREENE JR | ||||||||||
| TRUSTEE EMERITUS (AS OF 11/20) | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| ROBERT M LEVY | ||||||||||
| TRUSTEE EMERITUS (AS OF 11/20) | 3.0 | 0.0 | $0 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $39,807,771 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,020,315 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10385 | 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 | $68,594,847 |
| HSC BUILDERS CONSTRUCTION MANAGER | |||||
| 304 NEW MILL LANE | EXTON | PA | 19341 | CONSTRUCTION MGMT | $42,969,678 |
| HUNTER ROBERTS CONSTRUCTION GROUP | |||||
| 1717 ARCH ST STE 3410 | PHILADELPHIA | PA | 19103 | CONSTRUCTION MGMT | $40,837,197 |
| LF DRISCOLL COMPANY LLC | |||||
| 401 EAST CITY AVE STE 500 | BALA CYNWYD | PA | 19004 | CONSTRUCTION MGMT | $25,130,619 |
| 40TH STREET ASSOCIATES LLC | |||||
| 707 EAGLEVIEW BLVD STE 400 | EXTON | PA | 19341 | CONSTRUCTION MGMT | $24,785,612 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 659 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $205,719 | FundraisingAmt |
| Government Grants | $982,467,000 | GovernmentGrantsAmt |
| All Other Contributions | $845,887,281 | AllOtherContributionsAmt |
| Noncash Contributions | $26,823,644 | NoncashContributionsAmt |
| Total Contributions | $1,828,560,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| TUITION & FEES | 900099 | $1,421,179,000 | $1,421,179,000 | |
| NET PATIENT SERVICE HEALTHCARE REVENUES | 621110 | $3,424,270,000 | $3,424,270,000 | |
| AUXILIARY ENTERPRISES | 611710 | $152,139,000 | $152,139,000 | |
| OTHER PROGRAM SERVICE REVENUES | 611710 | $583,218,027 | $580,755,188 | $2,462,839 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,580,806,027 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,983,000 | TotalRevenueColumnAmt |
| Exclusion | $74,983,000 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,937,000 | TotalRevenueColumnAmt |
| Exclusion | $1,937,000 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $453,738,000 | TotalRevenueColumnAmt |
| Exclusion | $453,738,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $16,183,000 | 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 | $16,183,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,183,000 | TotalRevenueColumnAmt |
| Exclusion | $16,183,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,734,521,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,353,409,000 | SecuritiesAmt |
| Other | $339,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,381,112,000 | SecuritiesAmt |
| Other | -$339,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,380,773,000 | TotalRevenueColumnAmt |
| Exclusion | $1,380,773,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $130,370 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $205,719 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $116,397 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,973 | TotalRevenueColumnAmt |
| Exclusion | $13,973 | 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 | $1,078,000 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $330,000 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $748,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $748,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,337,742,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,579,091,188 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,462,839 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,927,627,973 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,711,507 | TotalAmt |
| Program Services | $95,711,507 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $510,192,429 | TotalAmt |
| Program Services | $510,192,429 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,165,059 | TotalAmt |
| Program Services | $2,165,059 | 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 | $55,569,075 | TotalAmt |
| Program Services | $52,790,621 | ProgramServicesAmt |
| Management And General | $2,778,454 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,670,623 | TotalAmt |
| Program Services | $12,037,092 | ProgramServicesAmt |
| Management And General | $633,531 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,255,800,499 | TotalAmt |
| Program Services | $2,843,190,436 | ProgramServicesAmt |
| Management And General | $358,138,055 | ManagementAndGeneralAmt |
| Fundraising | $54,472,008 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $232,444,000 | TotalAmt |
| Program Services | $202,986,000 | ProgramServicesAmt |
| Management And General | $25,569,000 | ManagementAndGeneralAmt |
| Fundraising | $3,889,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $527,250,803 | TotalAmt |
| Program Services | $460,431,910 | ProgramServicesAmt |
| Management And General | $57,997,588 | ManagementAndGeneralAmt |
| Fundraising | $8,821,305 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,536,000 | TotalAmt |
| Program Services | $191,715,000 | ProgramServicesAmt |
| Management And General | $24,149,000 | ManagementAndGeneralAmt |
| Fundraising | $3,672,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,412,000 | TotalAmt |
| Program Services | $5,215,000 | ProgramServicesAmt |
| Management And General | $421,000 | ManagementAndGeneralAmt |
| Fundraising | $2,776,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,187,000 | TotalAmt |
| Program Services | $17,585,000 | ProgramServicesAmt |
| Management And General | $3,593,000 | ManagementAndGeneralAmt |
| Fundraising | $9,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,597,000 | TotalAmt |
| Program Services | $2,259,000 | ProgramServicesAmt |
| Management And General | $338,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,000 | TotalAmt |
| Program Services | $272,000 | ProgramServicesAmt |
| Management And General | $56,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,082,689 | TotalAmt |
| Fundraising | $1,082,689 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,077,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $75,077,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $392,902,000 | TotalAmt |
| Program Services | $331,693,000 | ProgramServicesAmt |
| Management And General | $55,006,000 | ManagementAndGeneralAmt |
| Fundraising | $6,203,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,505,000 | TotalAmt |
| Program Services | $17,694,000 | ProgramServicesAmt |
| Management And General | $3,441,000 | ManagementAndGeneralAmt |
| Fundraising | $370,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $254,738,000 | TotalAmt |
| Program Services | $228,439,000 | ProgramServicesAmt |
| Management And General | $17,832,000 | ManagementAndGeneralAmt |
| Fundraising | $8,467,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,925,000 | TotalAmt |
| Program Services | $16,538,000 | ProgramServicesAmt |
| Management And General | $2,176,000 | ManagementAndGeneralAmt |
| Fundraising | $1,211,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,013,000 | TotalAmt |
| Program Services | $2,013,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,597,000 | TotalAmt |
| Program Services | $178,737,000 | ProgramServicesAmt |
| Management And General | $15,290,000 | ManagementAndGeneralAmt |
| Fundraising | $4,570,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,828,000 | TotalAmt |
| Program Services | $3,279,000 | ProgramServicesAmt |
| Management And General | $546,000 | 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 | $3,952,000 | TotalAmt |
| Program Services | $3,083,000 | ProgramServicesAmt |
| Management And General | $316,000 | ManagementAndGeneralAmt |
| Fundraising | $553,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,857,000 | TotalAmt |
| Program Services | $53,871,000 | ProgramServicesAmt |
| Management And General | $5,986,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$5,818,000 | TotalAmt |
| Program Services | -$5,818,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $359,008,000 | TotalAmt |
| Program Services | $323,107,000 | ProgramServicesAmt |
| Management And General | $35,901,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,869,000 | TotalAmt |
| Program Services | $62,526,000 | ProgramServicesAmt |
| Management And General | $9,334,000 | ManagementAndGeneralAmt |
| Fundraising | $9,000 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $923,340,000 | $923,340,000 | $0 | $0 |
| OTHER TAXES | $118,010,000 | $114,470,000 | $3,528,000 | $12,000 |
| SUBSCRIPTIONS/DUES | $13,660,000 | $11,884,000 | $1,589,000 | $187,000 |
| ACADEMIC BAD DEBTS | $10,501,000 | $9,136,000 | $1,365,000 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,276,316 | TotalAmt |
| Program Services | $89,454,183 | ProgramServicesAmt |
| Management And General | $306,840 | ManagementAndGeneralAmt |
| Fundraising | $3,515,293 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,564,187,000 | TotalAmt |
| Program Services | $6,759,997,237 | ProgramServicesAmt |
| Management And General | $701,367,468 | ManagementAndGeneralAmt |
| Fundraising | $102,822,295 | 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 | $1,681,542,000 | BOYAmt |
| EOY | $2,126,943,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,985,000 | BOYAmt |
| EOY | $470,288,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $597,946,000 | BOYAmt |
| EOY | $992,799,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,710,049 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $637,381 | BOYAmt |
| EOY | $554,881 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,743,619 | BOYAmt |
| EOY | $56,677,070 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,043,000 | BOYAmt |
| EOY | $38,979,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,490,000 | BOYAmt |
| EOY | $95,240,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $11,961,213,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $5,126,916,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,402,185,000 | BOYAmt |
| EOY | $6,834,297,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,200,547,595 | BOYAmt |
| EOY | $6,792,437,952 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,526,822,405 | BOYAmt |
| EOY | $13,244,706,048 | 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 | $532,162,000 | BOYAmt |
| EOY | $564,057,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,607,104,000 | BOYAmt |
| EOY | $31,220,689,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,849,963,000 | BOYAmt |
| EOY | $3,332,190,000 | 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 | $115,434,000 | BOYAmt |
| EOY | $119,938,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,862,562,000 | BOYAmt |
| EOY | $2,677,656,000 | 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 | $182,382,000 | BOYAmt |
| EOY | $131,132,000 | 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 | $2,270,415,000 | BOYAmt |
| EOY | $2,171,309,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,280,756,000 | BOYAmt |
| EOY | $8,432,225,000 | 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 | $8,656,902,000 | BOYAmt |
| EOY | $12,442,436,000 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,669,446,000 | BOYAmt |
| EOY | $10,346,028,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,326,348,000 | BOYAmt |
| EOY | $22,788,464,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,607,104,000 | BOYAmt |
| EOY | $31,220,689,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,773,555,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $4,007,898,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $680,663,000 | 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 | $1,427,606,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,492,937,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,705,237,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,720,501,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,828,560,000 | CurrentTaxYearAmt |
| Total | $8,174,841,000 | 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 | $1,427,606,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,492,937,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,705,237,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,720,501,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,828,560,000 | CurrentTaxYearAmt |
| Total | $8,174,841,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $8,174,841,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $171,477,149 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $224,332,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $228,333,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $195,893,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $546,841,000 | CurrentTaxYearAmt |
| Total | $1,366,876,149 | 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 | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,541,717,149 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $25,776,224,535 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.85675 | PublicSupportCY170Pct |
| Public Support PY170 | 0.88816 | 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 | $940,453 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $940,453 | 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 | 7 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $154,420 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $934,126 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,664,780 | 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 | $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 Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| 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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| 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 Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| 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 |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,489,318,954 | BeginningYearBalanceAmt |
| Contributions | $488,726,023 | ContributionsAmt |
| Investment Earnings Or Losses | $1,319,478,609 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $474,465,851 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $10,823,057,735 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.47210 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.52790 | 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 | $300,062,000 | OtherCostOrOtherBasisAmt |
| Book Value | $300,062,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,899,222,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,741,330,000 | DepreciationAmt |
| Book Value | $4,157,892,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,896,614,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,385,586,000 | DepreciationAmt |
| Book Value | $511,028,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,865,315,000 | OtherCostOrOtherBasisAmt |
| Book Value | $1,865,315,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $6,834,297,000 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VENTURE CAPITAL & OTHER INVEST | $12,385,909,360 | F |
| REAL ESTATE | $802,583,688 | F |
| INVESTMENT IN SUBSIDIARIES | $56,213,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $13,244,706,048 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $213,594,000 |
| FEDERAL STUDENT LOAN ADVANCES | $47,039,000 |
| ACCRUED RETIREMENT BENEFITS | $1,098,419,000 |
| INTERCO DUE TO/(FROM) AFFILIATES | -$60,956,000 |
| TAXABLE BOND LIABILITIES | $873,213,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,171,309,000 | 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. 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. -------------------- |
| SCHEDULE D, PART V, LINE 4 | USE OF ENDOWMENT FUNDS DURING THE YEAR ENDED JUNE 30, 2021, THE UNIVERSITY'S ENDOWMENT CONSISTED OF 7,196 DONOR-RESTRICTED ENDOWMENT FUNDS AND 944 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 (67 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | Specific Services ProvidedSpecificServicesProvidedTxt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Grantmaking | $5,800 | |||
| Central America and the Caribbean | Program Services | $157 | Education & Training | ||
| East Asia and the Pacific | Fundraising | $3,285,090 | |||
| East Asia and the Pacific | Program Services | $610,638 | Education & Training | 1 | 8 |
| East Asia and the Pacific | Program Services | $472,989 | FIELD RESEARCH | 11 | |
| East Asia and the Pacific | Grantmaking | $283,695 | |||
| East Asia and the Pacific | Program Services | $190,275 | STUDY ABROAD/EDUCATION | ||
| East Asia and the Pacific | Program Services | $67,153 | CLINICAL TRIALS | 4 | |
| East Asia and the Pacific | Program Services | $17,994 | SOCIAL RESEARCH | 2 | |
| East Asia and the Pacific | Send agents to seminar | $12,596 | 1 | ||
| East Asia and the Pacific | Program Services | $5,080 | RECRUITING | ||
| East Asia and the Pacific | Program Services | $4,895 | STUDY ABROAD/RESEARCH | ||
| Europe (Including Iceland and Greenland) | Program Services | $4,194,268 | FIELD RESEARCH | 1 | 39 |
| Europe (Including Iceland and Greenland) | Grantmaking | $1,172,139 | |||
| Europe (Including Iceland and Greenland) | Program Services | $788,306 | Education & Training | 3 | |
| Europe (Including Iceland and Greenland) | Program Services | $352,248 | STUDY ABROAD/EDUCATION | 10 | |
| Europe (Including Iceland and Greenland) | Program Services | $238,936 | SOCIAL RESEARCH | 10 | |
| Europe (Including Iceland and Greenland) | Program Services | $77,780 | CLINICAL TRIALS | 1 | |
| Europe (Including Iceland and Greenland) | Fundraising | $57,486 | |||
| Europe (Including Iceland and Greenland) | Send agents to seminar | $47,303 | |||
| Europe (Including Iceland and Greenland) | Program Services | $43,378 | RECRUITING | ||
| Europe (Including Iceland and Greenland) | Program Services | $2,888 | STUDY ABROAD/RESEARCH | ||
| Europe (Including Iceland and Greenland) | Conduct board meetings | $1,146 | |||
| Middle East and North Africa | Program Services | $1,223,115 | FIELD RESEARCH | 1 | 20 |
| Middle East and North Africa | Program Services | $165,976 | EDUCATION & TRAINING | ||
| Middle East and North Africa | Grantmaking | $132,511 | |||
| Middle East and North Africa | Program Services | $23,828 | STUDY ABROAD/EDUCATION | ||
| Middle East and North Africa | Program Services | $7,080 | SOCIAL RESEARCH | ||
| Middle East and North Africa | Send agents to seminar | $2,372 | 1 | ||
| Middle East and North Africa | Program Services | $2,331 | Study Abroad/Research | ||
| North America | Program Services | $596,361 | FIELD RESEARCH | 10 | |
| North America | Program Services | $98,515 | EDUCATION & TRAINING | 1 | |
| North America | Program Services | $42,770 | STUDY ABROAD/EDUCATION | ||
| North America | Program Services | $40,025 | SOCIAL RESEARCH | ||
| North America | Program Services | $35,203 | CLINICAL TRIALS | ||
| North America | Fundraising | $33,063 | |||
| North America | Send agents to seminar | $20,598 | 2 | ||
| North America | Grantmaking | $19,980 | |||
| Russia and the Newly Independent States | Program Services | $8,773 | FIELD RESEARCH | 6 | |
| South America | Program Services | $440,625 | FIELD RESEARCH | 13 | |
| South America | Program Services | $62,762 | SOCIAL RESEARCH | 4 | |
| South America | Program Services | $31,601 | EDUCATION & TRAINING | 1 | |
| South America | Program Services | $17,768 | STUDY ABROAD/EDUCATION | ||
| South America | Grantmaking | $11,635 | 1 | ||
| South America | Send agents to seminar | $9,648 | 1 | ||
| South America | Program Services | $8,839 | STUDY ABROAD/EDUCATION | ||
| South Asia | Program Services | $430,343 | 8 | ||
| South Asia | Program Services | $149,267 | SOCIAL RESEARCH | 4 | |
| South Asia | Grantmaking | $147,000 | |||
| South Asia | Program Services | $79,125 | EDUCATION & TRAINING | 3 | |
| South Asia | Send agents to seminar | $4,406 | |||
| South Asia | Fundraising | $2,511 | |||
| South Asia | Program Services | $603 | STUDY ABROAD/RESEARCH | ||
| Sub-Saharan Africa | Program Services | $2,784,713 | FIELD RESEARCH | 2 | 49 |
| Sub-Saharan Africa | Program Services | $492,224 | EDUCATION & TRAINING | ||
| Sub-Saharan Africa | Grantmaking | $362,300 | |||
| Sub-Saharan Africa | Program Services | $164,397 | CLINICAL TRIALS | ||
| Sub-Saharan Africa | Program Services | $47,648 | SOCIAL RESEARCH | 3 | |
| Sub-Saharan Africa | Program Services | $14,724 | STUDY ABROAD/EDUCATION | ||
| Sub-Saharan Africa | Send agents to seminar | $8,614 | |||
| Sub-Saharan Africa | Program Services | $52 | STUDY ABROAD/RESEARCH | ||
| Central America and the Caribbean | Investments | $5,052,268,009 | |||
| East Asia and the Pacific | Investments | $398,069,092 | |||
| Europe (Including Iceland and Greenland) | Investments | $1,206,682,758 | |||
| North America | Investments | $107,336,139 | |||
| Sub-Saharan Africa | Investments | $192,790,242 | |||
| South America | Investments | $8,875,302 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 88 | SubtotalEmployeesCnt |
| Continuation Total Office | 3 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 128 | ContinuationTotalEmployeeCnt |
| Total Office | 5 | TotalOfficeCnt |
| Total Employee | 216 | TotalEmployeeCnt |
| Subtotal Spent | $11,702,259 | SubtotalSpentAmt |
| Continuation Spent | $6,973,974,829 | ContinuationSpentAmt |
| Total Spent | $6,985,677,088 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (27 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| South Asia | GENERAL SUPPORT | $140,000 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $155,898 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH | $14,134 | CHECK |
| North America | DATA ANALYSIS | $9,914 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH | $116,801 | CHECK |
| East Asia and the Pacific | RESEARCH SUPPORT | $17,878 | CHECK |
| Middle East and North Africa | RESEARCH SUPPORT | $31,371 | CHECK |
| East Asia and the Pacific | RESEARCH SUPPORT | $73,276 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $31,634 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $110,351 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $18,655 | WIRE |
| Central America and the Caribbean | Water system upgrades in Panyebar | $5,800 | WIRE |
| East Asia and the Pacific | RESEARCH SUPPORT | $75,230 | CHECK |
| East Asia and the Pacific | RESEARCH SUPPORT | $75,467 | WIRE |
| East Asia and the Pacific | RESEARCH SUPPORT | $14,339 | CHECK |
| Europe (Including Iceland and Greenland) | research support | $56,835 | WIRE |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $77,233 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $54,976 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $38,146 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $38,537 | CHECK |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $67,938 | CHECK |
| Middle East and North Africa | RESEARCH SUPPORT | $42,007 | CHECK |
| Middle East and North Africa | RESEARCH SUPPORT | $10,360 | CHECK |
| Middle East and North Africa | RESEARCH SUPPORT | $44,623 | CHECK |
| Sub-Saharan Africa | LIPMAN FAMILY PRIZE | $250,000 | CHECK |
| Sub-Saharan Africa | LIPMAN FAMILY PRIZE | $100,000 | CHECK |
| North America | SUPPORT PROGRAM SERVICES | $30,000 | CHECK |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 27 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (30 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| JEROME FISHER M&T SUMMER IMPACT AWARD | South Asia | 2 | $1,500 | CHECK | N/A | N/A |
| JEROME FISHER M&T SUMMER IMPACT AWARD | East Asia and the Pacific | 1 | $3,000 | CHECK | N/A | N/A |
| JEROME FISHER M&T SUMMER IMPACT AWARD | Europe (Including Iceland and Greenland) | 1 | $1,200 | CHECK | N/A | N/A |
| THOURON AWARD | Europe (Including Iceland and Greenland) | 39 | $361,997 | CHECK/ACH | N/A | N/A |
| PRIZE FOR UNDERGRAD DIV TRAVEL/CASE COMP/VIRTUAL | East Asia and the Pacific | 1 | $100 | CHECK | N/A | N/A |
| WHARTON HACKATHON | East Asia and the Pacific | 2 | $1,000 | CHECK | N/A | N/A |
| REMOTE STUDY & EXAM SPACE | East Asia and the Pacific | 6 | $4,218 | ACH | N/A | N/A |
| FELLOWSHIP STIPEND | East Asia and the Pacific | 6 | $15,825 | WIRE | N/A | N/A |
| Career Services Summer Funding Awards | East Asia and the Pacific | 3 | $2,000 | WIRE | N/A | N/A |
| LAUDER INSTITUTE - INTERN AWARD | Europe (Including Iceland and Greenland) | 3 | $19,000 | CHECK | N/A | N/A |
| DISCRETIONARY AWARD | Europe (Including Iceland and Greenland) | 2 | $500 | ACH | N/A | N/A |
| RESEARCH AWARD | Europe (Including Iceland and Greenland) | 3 | $3,057 | WIRE | N/A | N/A |
| Career Services Summer Funding Awards | Europe (Including Iceland and Greenland) | 1 | $3,000 | WIRE | N/A | N/A |
| RESEARCH EXPENSE REIMBURSEMENT | Europe (Including Iceland and Greenland) | 1 | $2,247 | WIRE | N/A | N/A |
| RESEARCH AWARD | Middle East and North Africa | 1 | $150 | WIRE | N/A | N/A |
| Career Services Summer Funding Awards | Middle East and North Africa | 1 | $4,000 | WIRE | N/A | N/A |
| PERRY PRIZE | North America | 1 | $350 | CHECK | N/A | N/A |
| WHARTON HACKATHON | North America | 1 | $500 | CHECK | N/A | N/A |
| RESEARCH AWARD | North America | 4 | $7,216 | CHECK | N/A | N/A |
| WHARTON PEOPLE ANALYTICS | North America | 2 | $500 | CHECK | N/A | N/A |
| Career Services Summer Funding Awards | North America | 1 | $1,500 | WIRE | N/A | N/A |
| LAUDER INSTITUTE - INTERN AWARD | South America | 1 | $7,000 | CHECK | N/A | N/A |
| REMOTE STUDY & EXAM SPACE | South America | 1 | $835 | ACH | N/A | N/A |
| Career Services Summer Funding Awards | South America | 1 | $3,800 | WIRE | N/A | N/A |
| WHARTON PEOPLE ANALYTICS | South Asia | 2 | $2,000 | CHECK | N/A | N/A |
| CONFERENCE AWARD | South Asia | 2 | $1,300 | WIRE | N/A | N/A |
| CAREER SERVICES SUMMER FUNDING AWARDS | South Asia | 1 | $2,200 | WIRE | N/A | N/A |
| CAREER SERVICES SUMMER FUNDING AWARDS | Sub-Saharan Africa | 1 | $2,300 | WIRE | N/A | N/A |
| LAUDER INSTITUTE - INTERN AWARD | Sub-Saharan Africa | 1 | $10,000 | CHECK | N/A | N/A |
| RESEARCH AWARD | East Asia and the Pacific | 4 | $1,362 | WIRE | N/A | N/A |
| 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 | $2,546,335 | $981,596 | $1,564,739 |
| ACD DIRECT INC | ||||||||
| 520 N MARKETPLACE DR 200 | CENTERVILLE | UT | 84014 | FUNDRAISING DRIVES | false | $293,364 | $35,000 | $258,364 |
| CHARITABLE AUTO RESOURCES | ||||||||
| 4669 MURPHY CANYON RD | SAN DIEGO | CA | 92123 | VEHICLE DONATIONS | false | $250,395 | $50,078 | $200,317 |
| ARIA COMMUNICATIONS | ||||||||
| 717 W ST GERMAIN STREET | ST CLOUD | MN | 56301 | TELE- MARKETING | false | $63,076 | $16,015 | $47,061 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,153,170 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $1,082,689 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,070,481 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MOONLIGHT & ROS | Event1Nm |
| Gross Receipts Event1 | $123,920 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $102,950 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $20,970 | 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 | $50,133 | OtherDirectExpensesEvent1Amt |
| Event2 | 2020 SPRNG GOLF | Event2Nm |
| Gross Receipts Event2 | $109,400 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $0 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $109,400 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $2,700 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $34,900 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $13,500 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $102,769 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $102,769 | CharitableContriOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $10,941 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $4,223 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $336,089 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $205,719 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $130,370 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $13,641 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $34,900 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $67,856 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $116,397 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $13,973 | 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 | $7,199,279 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $7,199,279 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00100 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $474,977,923 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $344,431,730 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $130,546,193 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01730 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $482,177,202 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $344,431,730 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $137,745,472 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01830 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $135,910,945 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $59,813,812 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $76,097,133 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01010 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $797,496,180 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $655,505,505 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $141,990,675 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01880 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $933,407,125 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $715,319,317 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $218,087,808 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02890 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,415,584,327 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $1,059,751,047 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $355,833,280 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04720 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $67,509,306 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $15,630,500 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $600,063,324 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $674,872,302 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$74,808,978 | 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 | 18 | 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 | 19 | 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/about/serving-our-community/reports -------------------- |
| PART V, SECTION B, LINE 7 & 10 (CHNA & IMP. STRATEGY PUBLIC AVAILABILITY) | A COPY OF THE ORGANIZATION'S CHNA AND IMPLEMENTATION STRATEGY CAN BE ACCESSED AT: https://www.pennmedicine.org/about/serving-our-community/reports OUR CHNA AND IMPLEMENTATION STRATEGY 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 STRATEGY WAS ADOPTED BY 11/15/2019, 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/about/serving-our-community/reports -------------------- |
| 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 $10,501,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2021. 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 IS INCLUDED 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, THEIR 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 ROOM AND 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/ABOUT/SERVING-OUR-COMMUNITY/REPORTS. -------------------- |
| 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 (23 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 |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY CITY DISTRICT | |||||||||
| 3940 CHESTNUT ST | PHILADELPHIA | PA | 19104 | 232913784 | 501(C)(3) | $3,697,656 | FMV | N/A | GRANT |
| SCHOOL DISTRICT OF PHILADELPHIA | |||||||||
| 440 N BROAD ST | PHILADELPHIA | PA | 19130 | 236004102 | GOV'T ORG | $91,326,371 | FMV | N/A | GRANT |
| SCHUYLKILL RIVER DEVELOPMENT CORPORATION | |||||||||
| 2401 WALNUT ST STE 603 | PHILADELPHIA | PA | 19103 | 232690558 | 501(C)(3) | $125,000 | FMV | N/A | SUPPORT PRGM SRVCS |
| GREATER PHILADELPHIA CHAMBER OF COMMERCE | |||||||||
| 200 S Broad St 700 | Philadelphia | PA | 19102 | 230969030 | 501(C)(3) | $213,480 | FMV | N/A | GRANT |
| AMERICAN LUNG ASSOCIATION IN PA | |||||||||
| 625 Governor Printz Blvd Suite 2 | Essington | PA | 19029 | 131632524 | 501(C)(3) | $11,000 | FMV | N/A | GRANT |
| GREATER WEST CHESTER CHAMBER OF COMMERCE | |||||||||
| 119 North High Street | West Chester | PA | 19380 | 231502662 | 501(C)(3) | $20,000 | FMV | N/A | GRANT |
| NATIONAL MULTIPLE SCLEROSIS SOCIETY | |||||||||
| 30 S 17th Street Suite 800 | Philadelphia | PA | 19103 | 135661935 | 501(C)(3) | $32,000 | FMV | N/A | GRANT |
| NATIONAL OVARIAN CANCER COALITION | |||||||||
| 615 Chestnut St | Philadelphia | PW | 19106 | 650628064 | 501(C)(3) | $10,000 | FMV | N/A | GRANT |
| PENNSYLVANIA CONFERENCE FOR WOMEN | |||||||||
| PO Box 37635 22975 | Philadelphia | PA | 19101 | 200447019 | 501(C)(3) | $15,000 | FMV | N/A | GRANT |
| UNITED FOR MEDICAL RESEARCH | |||||||||
| 1200 New York Ave NW Suite 550 | WASHINGTON | DC | 20005 | 521947112 | 501(C)(3) | $10,000 | fmv | n/a | GRANT |
| CHOSEN 300 | |||||||||
| PO Box 95 | Ardmore | PA | 19003 | 232858946 | 501(C)(3) | $6,000 | FMV | N/A | GRANT |
| MATERNITY CARE COALITION | |||||||||
| 2000 HAMILTON STREET STE 205 | PHILADELPHIA | PA | 19130 | 232200410 | 501(C)(3) | $20,000 | FMV | N/A | GRANT |
| PRINCETON HEALTHCARE SYSTEM FOUNDATION | |||||||||
| B S RABNER ENDOWMENT FUND | PLAINSBORO | NJ | 08536 | 222225911 | 501(C)(3) | $20,000 | FMV | N/A | GRANT |
| TRAVIS MANION FOUNDATION | |||||||||
| 164 E State Street | Doylestown | PA | 18901 | 412237951 | 501(c)(3) | $25,000 | FMV | N/A | GRANT |
| PROJECT HOME | |||||||||
| 1515 FAIRMOUNT AVENUE | PHILADELPHIA | PA | 19130 | 232555950 | 501(C)(3) | $10,000 | FMV | N/A | GRANT |
| RYANS CASE FOR SMILES | |||||||||
| 295 E SWEDESFORD RD NO 396 | WAYNE | PA | 19087 | 861173750 | 501(C)(3) | $10,000 | FMV | N/A | GRANT |
| American Red Cross Southeastern Pennsylvania | |||||||||
| 2221 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | 530196605 | 501(C)(3) | $10,000 | FMV | N/A | GRANT |
| BROAD STREET MINISTRY | |||||||||
| 315 S BROAD ST | PHILADELPHIA | PA | 19107 | 202760310 | 501(C)(3) | $10,000 | FMV | N/A | GRANT |
| MAIN LINE SCHOOL NIGHT | |||||||||
| 260 Gulph Creek Road | RADNOR | PA | 19087 | 236050469 | 501(C)(3) | $10,000 | FMV | N/A | GRANT |
| INTERFAITH PHILADELPHIA | |||||||||
| 100 W OXFORD ST STE E-1300 | PHILADELPHIA | PA | 19122 | 050597080 | 501(C)(3) | $15,000 | FMV | N/A | GRANT |
| MARCH OF DIMES FOUNDATION | |||||||||
| PO BOX 18819 | ATLANTA | GA | 31126 | 131846366 | 501(C)(3) | $15,000 | FMV | N/A | GRANTS |
| GIFT OF LIFE FAMILY HOUSE | |||||||||
| 401 CALLOWHILL ST | PHILADELPHIA | PA | 19123 | 260585694 | 501(C)(3) | $50,000 | FMV | N/A | GRANT |
| LEUKEMIA & LYMPHOMA SOCIETY | |||||||||
| PO BOX 22467 | NEW YORK | NY | 10087 | 135644916 | 501(C)(3) | $25,000 | FMV | N/A | GRANT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
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 | 6642 | $192,389,011 | N/A | N/A |
| FINANCIAL AID TO GRADUATE STUDENTS | 10892 | $307,219,773 | N/A | N/A |
| STUDENT PRIZES AND AWARDS | 3250 | $10,583,645 | 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, 2021, THE UNIVERSITY OF PENNSYLVANIA MADE SUB-AWARD PAYMENTS TO 301 RECIPIENTS TOTALING $103,604,078. -------------------- |
| 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 BENEFIT 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 | Yes (true) | 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 (45 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG CARNAROLI | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $1,037,556 | $0 | $209,600 | $0 | $423,914 | $0 | $683,600 | $0 | $27,294 | $0 | $2,381,964 | $0 | $344,900 | $0 |
| JEFFREY COOPER | ||||||||||||||
| VP GOVT & COMMUNITY RELATIONS | $390,714 | $0 | $74,000 | $0 | $16,530 | $0 | $25,650 | $0 | $25,467 | $0 | $532,361 | $0 | $0 | $0 |
| RUSSELL DILEO | ||||||||||||||
| COMPTROLLER | $242,794 | $0 | $0 | $0 | $8,005 | $0 | $23,011 | $0 | $55,605 | $0 | $329,415 | $0 | $0 | $0 |
| JACK HEUER | ||||||||||||||
| VP HUMAN RESOURCES | $441,695 | $0 | $86,500 | $0 | $2,240 | $0 | $40,050 | $0 | $19,439 | $0 | $589,924 | $0 | $0 | $0 |
| CHARLES HOWARD | ||||||||||||||
| VP SOC EQ & COMM, UNIV. CHAPLN | $185,551 | $0 | $300 | $0 | $4,922 | $0 | $17,464 | $0 | $24,614 | $0 | $232,851 | $0 | $0 | $0 |
| LARRY JAMESON | ||||||||||||||
| EXEC. VP UPHS & DEAN OF PSOM | $1,861,624 | $0 | $830,000 | $0 | $960,767 | $0 | $935,400 | $0 | $28,375 | $0 | $4,616,166 | $0 | $835,460 | $0 |
| TREVOR LEWIS | ||||||||||||||
| VP BUDGET AND MGMT ANALYSIS | $390,502 | $0 | $72,500 | $0 | $24,835 | $0 | $36,000 | $0 | $47,738 | $0 | $571,575 | $0 | $24,145 | $0 |
| STEPHEN J MACCARTHY | ||||||||||||||
| VP COMMUNICATIONS | $417,866 | $0 | $86,000 | $0 | $16,680 | $0 | $25,650 | $0 | $31,830 | $0 | $578,026 | $0 | $0 | $0 |
| MARYFRANCES MCCOURT | ||||||||||||||
| VP FIN. & TREASURER | $534,716 | $0 | $96,500 | $0 | $1,370 | $0 | $49,140 | $0 | $58,893 | $0 | $740,619 | $0 | $0 | $0 |
| JOANN MITCHELL | ||||||||||||||
| SVP INSTITUTIONAL AFFAIRS | $477,212 | $0 | $97,000 | $0 | $1,980 | $0 | $43,470 | $0 | $18,773 | $0 | $638,435 | $0 | $0 | $0 |
| THOMAS MURPHY | ||||||||||||||
| VP INFO SYSTEMS AND COMPUTING | $514,085 | $0 | $92,500 | $0 | $67,433 | $0 | $47,025 | $0 | $77,438 | $0 | $798,481 | $0 | $66,033 | $0 |
| MEDHA NARVEKAR | ||||||||||||||
| VP & SECRETARY | $563,206 | $0 | $114,000 | $0 | $1,980 | $0 | $51,480 | $0 | $24,775 | $0 | $755,441 | $0 | $0 | $0 |
| ANNE PAPAGEORGE | ||||||||||||||
| VP FACILITIES AND REAL ESTATE | $485,740 | $0 | $88,000 | $0 | $1,980 | $0 | $41,100 | $0 | $15,984 | $0 | $632,804 | $0 | $0 | $0 |
| GREGORY PELLICANO | ||||||||||||||
| VP, AUDIT,COMPLIANCE & PRIV'Y | $329,421 | $0 | $62,000 | $0 | $15,623 | $0 | $30,420 | $0 | $62,984 | $0 | $500,448 | $0 | $13,486 | $0 |
| WENDELL PRITCHETT | ||||||||||||||
| PROVOST | $771,526 | $0 | $194,250 | $0 | $119,911 | $0 | $227,680 | $0 | $51,814 | $0 | $1,365,181 | $0 | $118,621 | $0 |
| GREGORY ROST | ||||||||||||||
| SVP & CHIEF OF STAFF | $672,264 | $0 | $135,000 | $0 | $1,980 | $0 | $61,290 | $0 | $43,518 | $0 | $914,052 | $0 | $0 | $0 |
| MAUREEN RUSH | ||||||||||||||
| VP PUBLIC SAFETY | $356,900 | $0 | $72,500 | $0 | $10,740 | $0 | $25,650 | $0 | $17,543 | $0 | $483,333 | $0 | $0 | $0 |
| WENDY WHITE | ||||||||||||||
| SVP & GENERAL COUNSEL | $771,053 | $0 | $153,000 | $0 | $50,550 | $0 | $25,650 | $0 | $23,128 | $0 | $1,023,381 | $0 | $0 | $0 |
| MARIE WITT | ||||||||||||||
| VP BUSINESS SERVICES | $376,340 | $0 | $75,000 | $0 | $1,980 | $0 | $34,380 | $0 | $17,325 | $0 | $505,025 | $0 | $0 | $0 |
| JOHN ZELLER | ||||||||||||||
| SVP DEVELOPMENT & ALUMNI RLTNS | $802,575 | $0 | $161,000 | $0 | $51,150 | $0 | $25,650 | $0 | $26,478 | $0 | $1,066,853 | $0 | $0 | $0 |
| PETER AMMON | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $978,711 | $0 | $2,388,204 | $0 | $300 | $0 | $88,452 | $0 | $13,289 | $0 | $3,468,956 | $0 | $1,299,301 | $0 |
| DAWN BONNELL | ||||||||||||||
| SR VICE PROVOST FOR RESEARCH | $578,247 | $0 | $0 | $0 | $3,810 | $0 | $25,650 | $0 | $10,042 | $0 | $617,749 | $0 | $0 | $0 |
| REGINA CUNNINGHAM | ||||||||||||||
| CEO, HUP | $770,211 | $0 | $327,501 | $0 | $177,103 | $0 | $148,800 | $0 | $17,773 | $0 | $1,441,388 | $0 | $151,891 | $0 |
| DEBORAH A DRISCOLL MD | ||||||||||||||
| SVP CPUP, VICE DEAN PSOM | $799,288 | $0 | $306,464 | $0 | $74,385 | $0 | $31,590 | $0 | $1,242 | $0 | $1,212,969 | $0 | $0 | $0 |
| DWAINE DUCKETT | ||||||||||||||
| SVP & CHRO, UPHS | $254,764 | $0 | $100,000 | $0 | $1,148 | $0 | $115,003 | $0 | $285 | $0 | $471,200 | $0 | $0 | $0 |
| JON EPSTEIN | ||||||||||||||
| VICE DEAN, PSOM | $707,114 | $0 | $305,221 | $0 | $2,311 | $0 | $25,650 | $0 | $18,807 | $0 | $1,059,103 | $0 | $0 | $0 |
| KEITH KASPER | ||||||||||||||
| CFO, UPHS | $929,309 | $0 | $375,766 | $0 | $266,970 | $0 | $180,000 | $0 | $26,973 | $0 | $1,779,018 | $0 | $213,363 | $0 |
| KEVIN MAHONEY | ||||||||||||||
| CEO, UPHS | $1,329,800 | $0 | $437,000 | $0 | $266,367 | $0 | $385,800 | $0 | $21,054 | $0 | $2,440,021 | $0 | $232,058 | $0 |
| CHRISTOPHER MASOTTI | ||||||||||||||
| VICE DEAN, ADMIN PSOM | $439,422 | $0 | $103,887 | $0 | $790 | $0 | $36,450 | $0 | $31,804 | $0 | $612,353 | $0 | $0 | $0 |
| PHILLIP OKALA | ||||||||||||||
| COO, UPHS | $1,060,152 | $0 | $420,264 | $0 | $250,067 | $0 | $187,200 | $0 | $25,949 | $0 | $1,943,632 | $0 | $226,246 | $0 |
| PETER D QUINN MD DMD | ||||||||||||||
| VICE DEAN,PROF SRVC,FMR SR. VP | $980,008 | $0 | $641,076 | $0 | $4,950 | $0 | $25,650 | $0 | $18,658 | $0 | $1,670,342 | $0 | $0 | $0 |
| JOHN SESTITO | ||||||||||||||
| VP & EXECUTIVE DIRECTOR CPUP | $290,077 | $0 | $79,323 | $0 | $6,619 | $0 | $11,667 | $0 | $17,644 | $0 | $405,330 | $0 | $0 | $0 |
| BETH A WINKELSTEIN | ||||||||||||||
| VICE PROVOST | $452,475 | $0 | $0 | $0 | $450 | $0 | $25,650 | $0 | $8,527 | $0 | $487,102 | $0 | $0 | $0 |
| MICHAEL A ACKER MD | ||||||||||||||
| CPUP - SURGERY | $1,185,901 | $0 | $129,781 | $0 | $456,129 | $0 | $25,650 | $0 | $112,022 | $0 | $1,909,483 | $0 | $0 | $0 |
| PAUL MARCOTTE MD | ||||||||||||||
| CPUP - NEUROSURGERY | $1,522,167 | $0 | $76,250 | $0 | $385,899 | $0 | $25,650 | $0 | $7,900 | $0 | $2,017,866 | $0 | $0 | $0 |
| MICHAEL SEAN GRADY MD | ||||||||||||||
| SURGEON - NEUROSURGERY | $1,373,255 | $0 | $535,500 | $0 | $12,235 | $0 | $25,650 | $0 | $27,256 | $0 | $1,973,896 | $0 | $0 | $0 |
| WILLIAM C WELCH MD | ||||||||||||||
| CPUP - NEUROSURGERY | $1,523,751 | $0 | $1,500 | $0 | $551,150 | $0 | $25,650 | $0 | $43,781 | $0 | $2,145,832 | $0 | $0 | $0 |
| DR AMY GUTMANN | ||||||||||||||
| PRESIDENT, EX-OFFICIO TRUSTEE | $1,541,473 | $0 | $917,250 | $0 | $110,451 | $0 | $772,500 | $0 | $51,277 | $0 | $3,392,951 | $0 | $0 | $0 |
| JOHN HORN | ||||||||||||||
| FMR COMPTROLLER | $0 | $0 | $0 | $0 | $327,557 | $0 | $0 | $0 | $0 | $0 | $327,557 | $0 | $284 | $0 |
| LESLIE KRUHLY | ||||||||||||||
| FMR VP AND SECRETARY | $180,369 | $0 | $0 | $0 | $33,573 | $0 | $16,470 | $0 | $16,576 | $0 | $246,988 | $0 | $0 | $0 |
| THOMAS E BEEMAN PHD | ||||||||||||||
| FMR COO REGIONAL OPS UPHS | $281,821 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $281,821 | $0 | $0 | $0 |
| ELIZABETH B JOHNSTON | ||||||||||||||
| FMR EXEC. DIR. CPUP | $735,458 | $0 | $302,050 | $0 | $211,995 | $0 | $142,800 | $0 | $25,520 | $0 | $1,417,823 | $0 | $180,511 | $0 |
| RALPH MULLER | ||||||||||||||
| FORMER CEO, UPHS | $250 | $0 | $1,351,787 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $1,352,037 | $0 | $0 | $0 |
| STACEY LOPEZ | ||||||||||||||
| VP INSTITUTIONAL RESEARCH | $377,807 | $0 | $27,500 | $0 | $690 | $0 | $33,283 | $0 | $10,743 | $0 | $450,023 | $0 | $0 | $0 |
| PHILLIP B STORM MD | ||||||||||||||
| CHOP - NEUROSURGERY | $1,441,264 | $0 | $0 | $0 | $450,223 | $0 | $25,650 | $0 | $23,494 | $0 | $1,940,631 | $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 4A | DETAIL OF SEVERANCE OR CHANGE-OF-CONTROL PAYMENTS THOMAS E. BEEMAN, PHD, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $282,859 DURING THE YEAR. ------------------- |
| 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 HORN, JOHN - $5,400 KRUHLY, LESLIE - $25,590 LEWIS, TREVOR - 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 - 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 - $1,299,301 CARNAROLI, CRAIG - $422,624 JAMESON, J. LARRY - $586,390 -------------------- 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: ACKER, MICHAEL, MD - $129,781 CUNNINGHAM, REGINA - $151,891 DRISCOLL, DEBORAH A., MD - NO DISTRIBUTION JOHNSTON, ELIZABETH B. - $180,511 KASPER, KEITH - $213,363 MAHONEY, KEVIN - $232,058 OKALA, PHILIP - $226,246 QUINN, PETER - $196,800 -------------------- 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 "MED 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 MED SERP PLAN DURING THE YEAR: ACKER, MICHAEL, MD - NO DISTRIBUTION DRISCOLL, DEBORAH A., MD - NO DISTRIBUTION GRADY, MICHAEL SEAN, MD - NO DISTRIBUTION JAMESON, J. LARRY - NO DISTRIBUTION MARCOTTE, PAUL, MD - NO DISTRIBUTION QUINN, PETER - NO DISTRIBUTION STORM, PHILIP B., MD - NO DISTRIBUTION WELCH, WILLIAM C., MD - NO DISTRIBUTION -------------------- LANCASTER GENERAL HEALTH IS AN AFFILIATE OF THE UNIVERSITY. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: BEEMAN, THOMAS E. PHD - NO DISTRIBUTION -------------------- |
| 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 COMPENSATION REPORTED PHILLIP STORM HOLDS AN ACADEMIC APPOINTMENT AT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") WHILE PERFORMING HIS 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 PORTION'S OF THIS PHYSICIAN'S SALARY. THE THIRD PARTY HOSPITAL THEN REIMBURSES THE UNIVERSITY FOR THE CLINICAL PORTION OF THE PHYSICIAN'S SALARY. |
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 A 2011 | ||||||||
| A | 222243852 | 70917RS30 | 2011-03-02 | $150,994,928 | CONSTRUCTION/RENOVATION PROJECTS | Yes (true) | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015 | ||||||||
| B | 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 | ||||||||
| C | 222243852 | 70917SWG4 | 2016-04-28 | $187,067,793 | ADVANCE REFUNDING OF MULT. BONDS | false | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2017 | ||||||||
| D | 222243852 | 70917SDS9 | 2017-01-19 | $200,857,522 | RENOVATIONS OF VARIOUS BLDGS | 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 | $147,107,585 | $0 | $151,000,014 | $0 | $0 | $0 | $815,635 | $0 | $0 | $150,184,379 | $0 | $0 | 2011 | false | false | Yes (true) | Yes (true) |
| B | $202,301,072 | $0 | $428,357,536 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $428,357,536 | $0 | 2015 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| C | $55,626,977 | $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) |
| D | $4,965,240 | $0 | $200,857,522 | $0 | $0 | $0 | $857,522 | $0 | $0 | $0 | $200,000,000 | $0 | 2017 | 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 | 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 | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) | |
| B | false | Yes (true) | Yes (true) | false | 0.00010 | 0.00220 | 0.00230 | false | false | false | Yes (true) | Yes (true) |
| C | false | Yes (true) | false | false | 0.00128 | 0.00529 | 0.00657 | false | false | false | Yes (true) | |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 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- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS | FORM 990, SCHEDULE K, PART I 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 $14,198,439 FOR PRESBYTERIAN MEDICAL CENTER AND $14,198,441 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2021. 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 $2,922,480 FOR PRESBYTERIAN MEDICAL CENTER, $34,540,200 FOR PENNSYLVANIA HOSPITAL OF UPHS, AND $166,158,931 FOR LANCASTER GENERAL HOSPITAL AS OF JUNE 30, 2021. 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 $43,217,460 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2021. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2012 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $27,406,052 FOR PENNSYLVANIA HOSPITAL OF UPHS AND $20,554,518 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2021. 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 $15,419,050 AS OF JUNE 30, 2021. 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 $3,993,410 FOR PENNSYLVANIA HOSPITAL OF UPHS, $14,975,289 FOR PRESBYTERIAN MEDICAL CENTER, AND $49,917,731 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2021. ------------------ |
| TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES | FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2011, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2021 INCLUDES $5,086 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2021 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, 2021 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, 2021 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, 2021 INCLUDES $1,512,503 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2021 INCLUDES $10,920,891 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2021 INCLUDES $605,977 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2017, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2021 INCLUDES $2,637,335 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2019, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2021 INCLUDES $297,974 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2021 INCLUDES $4 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, SERIES A 2011, 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. ------------------ |
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 A 2018 | ||||||||
| A | 222243852 | 70917S4A8 | 2018-10-17 | $200,829,171 | VARIOUS CAPITAL PROJECTS | false | false | false |
| WASHINGTON COUNTY AUTHORITY - SERIES OF 2004 | ||||||||
| B | 222243852 | 938591BF0 | 2004-05-27 | $62,500,000 | REDEEM 1985 BONDS | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2008 | ||||||||
| C | 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 | ||||||||
| D | 222243852 | 70917R5B7 | 2012-05-02 | $149,995,567 | EXPANSION/FACILITY ENHANCEMENT | 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 | $2,434,579 | $0 | $200,829,171 | $0 | $0 | $0 | $829,171 | $0 | $0 | $0 | $200,000,000 | $0 | 2018 | false | false | Yes (true) | Yes (true) |
| B | $16,000,000 | $0 | $62,500,000 | $0 | $0 | $0 | $465,649 | $0 | $0 | $0 | $62,034,351 | $0 | 2004 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $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) |
| D | $10,865,986 | $0 | $150,023,137 | $0 | $0 | $0 | $1,006,804 | $0 | $0 | $0 | $149,016,333 | $0 | 2013 | 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 | 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 | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) | |
| B | 0 | |||||||||||
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) | 0.00000 |
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 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) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | Yes (true) | 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 2015 | ||||||||
| A | 222243852 | 70917SSJ3 | 2015-07-19 | $398,010,258 | ADV/CUR REFUND; VAR CAP PROJECTS | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES AB 2016 | ||||||||
| B | 222243852 | 514045M75 | 2016-04-07 | $346,410,442 | ADV. REFUND; VARIOUS CAP. PROJECTS | false | false | false |
| PA HIGHER ED FACILITIES-UPHS SERIES C 2016 | ||||||||
| C | 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 | ||||||||
| D | 222243852 | 709175587 | 2017-12-31 | $443,182,248 | BUILDING AND STRUCTURES | 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 | $146,271,983 | $0 | $399,522,761 | $0 | $0 | $0 | $2,275,487 | $0 | $0 | $150,000,000 | $247,247,274 | $0 | 2015 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $36,606,028 | $0 | $357,331,333 | $0 | $0 | $102,534,030 | $2,769,452 | $0 | $0 | $147,000,000 | $105,027,851 | $0 | 2018 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $8,047,584 | $0 | $151,797,955 | $0 | $0 | $126,777,768 | $1,186,726 | $0 | $0 | $0 | $23,833,461 | $0 | 2016 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $6,846,090 | $0 | $445,819,583 | $0 | $0 | $0 | $2,341,079 | $0 | $0 | $301,867,554 | $141,610,950 | $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 | Engage Bond Counsel ResearchEngageBondCounselResearchInd | 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 | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00191 | 0.00015 | 0.00206 | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | 0.00019 | 0.00000 | 0.00020 | false | false | false | Yes (true) | ||
| C | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) | ||
| D | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 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) | 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 2019 | ||||||||
| A | 222243852 | 70917S6Z1 | 2019-12-05 | $600,000,239 | REFUND TAXABLE BOND & NEW MONEY | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2021 | ||||||||
| B | 222243852 | 70917TCC3 | 2021-04-13 | $100,576,074 | CURRENT REFUNDING OF UPHS SERIES A | 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 | $6,148,009 | $0 | $600,298,213 | $0 | $0 | $0 | $2,986,361 | $0 | $0 | $532,486,718 | $64,825,000 | $134 | 2021 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $169,439 | $0 | $100,576,074 | $0 | $0 | $0 | $576,074 | $0 | $0 | $0 | $99,945,235 | $54,765 | 2021 | 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 | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | Yes (true) |
| B | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | 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 |
|---|---|---|---|---|---|---|---|---|
| 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) |
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 (4 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| AMY GUTMANN | |||||||
| PRESIDENT | RETENTION | Yes (X) | $3,700,000 | $3,710,049 | false | Yes (true) | Yes (true) |
| PAM GROSSMAN | |||||||
| DEAN | RETENTION/RECRUITMNT | Yes (X) | $150,000 | $31,667 | false | Yes (true) | Yes (true) |
| R VIJAY KUMAR | |||||||
| DEAN | RETENTION/RECRUITMNT | Yes (X) | $500,000 | $500,000 | false | Yes (true) | Yes (true) |
| ANTONIA M VILLARUEL | |||||||
| DEAN | RETENTION/RECRUITMNT | Yes (X) | $150,000 | $23,214 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $4,264,930 | 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, 2021, 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 | 35 | ContributionCnt |
| Noncash Contributions Rpt F990 | $5,213,540 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | $1,068,727 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | 709 | ContributionCnt |
| Noncash Contributions Rpt F990 | $19,497,319 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | 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 | 20 | $781,315 | FAIR MARKET VALUE |
| Yes (X) | OTHER GIFTS IN KIND | 55 | $262,743 | FAIR MARKET VALUE |
| 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. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (17 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS- ACADEMIC COMPONENT 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, CHARTERED AS A COLLEGE IN 1755, AND THEN 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 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. I. EDUCATION PENN'S FIRM BELIEF THAT EXCELLENCE AND DIVERSITY GO HAND-IN-HAND IS EVIDENCED BY FY2021'S CONCOMITANT INCREASES IN ADMISSIONS SELECTIVITY AND CAMPUS MULTICULTURALISM. OF 56,332 STUDENTS WHO APPLIED FOR THE CLASS OF 2025, ONLY 3,304, OR 5.9 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, 56 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR, UP FROM 54 PERCENT THE YEAR BEFORE. FIFTEEN PERCENT OF ENROLLED STUDENTS IN THE CLASS OF 2025 IDENTIFY AS FIRST-GENERATION COLLEGE STUDENTS. OF THE 11 PERCENT OF INTERNATIONAL STUDENTS ENROLLED IN THE CLASS OF 2025, 14 PERCENT WERE FROM AFRICA, 40 PERCENT FROM ASIA, 4 PERCENT FROM AUSTRALIA AND THE PACIFIC, 15 PERCENT FROM CANADA AND MEXICO, 9 PERCENT FROM CENTRAL AND SOUTH AMERICA AND THE CARIBBEAN, AND 17 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 FY2021, THE AVERAGE FRESHMAN AID PACKAGE WAS $54,557. BECAUSE THE COST OF ATTENDANCE DECREASED, WITH THE VAST MAJORITY OF STUDENTS LEARNING REMOTELY DURING FALL 2020, THIS REPRESENTS A 6.6 PERCENT DECREASE FROM THE PREVIOUS YEAR. SINCE FY2008, WHEN PENN BEGAN ITS GRANT-BASED FINANCIAL AID POLICY, THE AVERAGE FRESHMAN AID PACKAGE HAS INCREASED BY 83.7 PERCENT. RANKED NO. 8 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 FY2021, PENN RECEIVED $592.8 MILLION IN FUNDING FROM THE NATIONAL INSTITUTES OF HEALTH (NIH). OF THE $592.8 MILLION, THE PERELMAN SCHOOL OF MEDICINE RECEIVED $492.6 MILLION. THE SCHOOL IS CONSISTENTLY AMONG THE NATION'S TOP RECIPIENTS OF FUNDING FROM NIH. II. RESEARCH WITH MORE THAN $1.2 BILLION IN ANNUAL R&D EXPENDITURES, PENN IS ONE OF THE NATION'S TOP RESEARCH UNIVERSITIES, NOT ONLY GENERATING IMPORTANT NEW KNOWLEDGE IN THE FIELDS OF MEDICINE, TECHNOLOGY, BUSINESS, SCIENCE, AND BEYOND, BUT 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." PENN HAS LONG BEEN A CRADLE OF INGENUITY DEDICATED TO SERVING THE PUBLIC GOOD. IN MEDICINE, CHIMERIC ANTIGEN RECEPTOR T CELL THERAPY, A PERSONALIZED CELLULAR THERAPY DEVELOPED AT PENN AND APPROVED BY THE FDA FOR TREATMENT OF AGGRESSIVE BLOOD CANCERS, HAS CONTINUED TO KEEP A SIGNIFICANT NUMBER OF NON HODGKIN LYMPHOMA PATIENTS IN REMISSION AT THE FIVE-YEAR MARK. IN THE ONGOING SEARCH FOR SARS-COV-2 PREVENTION AND TREATMENT TOOLS, MEANWHILE, ADENO ASSOCIATED VIRAL VECTORS ARE BEING TESTED TO TRANSPORT A LAB-MADE ANTIBODY COCKTAIL INTO THE BODY, A FORM OF GENE THERAPY INTENDED TO STOP COVID-19 IN ITS TRACKS WITH THE USE OF A NASAL SPRAY. TWO PENN SCIENTISTS RECEIVED AMERICA'S TOP BIOMEDICAL RESEARCH PRIZE FOR THEIR CONTRIBUTIONS TO MRNA RESEARCH, WHICH WAS THE FOUNDATION OF THE COVID-19 VACCINES FROM PFIZER/BIONTECH AND MODERNA THAT HAVE BEEN ADMINISTERED GLOBALLY. MRNA BASED VACCINE RESEARCH AT PENN CONTINUES, FOCUSING ON A HOST OF NEW APPLICATIONS, SUCH AS UNIVERSAL INFLUENZA AND CORONAVIRUS VACCINES THAT WOULD PROVIDE PROTECTION FROM MULTIPLE VIRAL STRAINS. JOINING THE PENNOVATION WORKS, A 23-ACRE INNOVATION DISTRICT OF BUSINESS INCUBATORS AND RESEARCH LABORATORIES, TANGEN HALL WAS OPENED BY THE WHARTON SCHOOL OF BUSINESS IN 2021 AS AN ENVIRONMENT THAT NURTURES NOVEL IDEAS AND FOSTERS COLLABORATION. INSIDE ARE OPEN-SPACE WORK ENVIRONMENTS, TWO ACTIVE LEARNING CLASSROOMS, AND NINE INNOVATION SPACES LIKE THE DIGITAL MEDIA LAB, FOOD INNOVATION LAB, AND A SERIES OF MAKER STUDIOS. TOGETHER WITH PENN'S SCHOOL OF ENGINEERING AND APPLIED SCIENCE AND THE STUART WEITZMAN SCHOOL OF DESIGN, THE WHARTON SCHOOL'S VENTURE LABS HAVE BECOME A CO-CURRICULAR RESOURCE FOR STUDENT AND ALUMNI ENTREPRENEURSHIP AND INNOVATION-A PHYSICAL "START HERE" BUTTON FOR VENTURE CREATIONS THAT INSPIRES STUDENTS AND ALUMNI TO ADDRESS IMPORTANT CHALLENGES OF OUR TIME THROUGH ENTREPRENEURIAL THINKING. SINCE 2016, THE VENTURE INITIATION PROGRAM, HOUSED IN TANGEN HALL, HAS SEEN 80 STARTUPS GO THROUGH ITS ACCELERATOR PROGRAM WITH 64 STILL IN OPERATION, WITH A VIABILITY RATE OF 80 PERCENT. COLLECTIVELY, THESE 80 STARTUPS HAVE RAISED $228 MILLION WITH NEARLY $2 MILLION IN GRANTS. THE UNIVERSITY'S STARTUP CHALLENGE HAS SEEN MORE THAN 250 VENTURES COMPETE FOR A CHANCE TO WIN UP TO $150,000 TO SCALE THEIR VENTURES. 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 104 MEMBERS OF THE AMERICAN ACADEMY OF ARTS AND SCIENCES, 118 MEMBERS OF THE NATIONAL ACADEMY OF MEDICINE, 49 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES, 33 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 179 GUGGENHEIM FELLOWS, AND 16 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 $1.2 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 1871 AND MAKES SERVING THE COMMUNITY A TOP INSTITUTIONAL PRIORITY. THE UNIVERSITY REMAINS STRONGLY COMMITTED TO MAKING WEST PHILADELPHIA AN EVER MORE VIBRANT PLACE TO LIVE AND WORK. 2021 MARKED THE 15TH YEAR OF ACHIEVEMENT FOR THE PENN CONNECTS, PENN CONNECTS 2.0, AND PENN CONNECTS 3.0 CAMPUS PLANS TO CREATE AN INNOVATIVE, SUSTAINABLE, AND BEAUTIFUL URBAN CAMPUS THAT REINVIGORATES THE ENTIRE COMMUNITY OF WEST PHILADELPHIA. HTTP://WWW.PENNCONNECTS.UPENN.EDU/ SINCE 2006, PENN HAS ADDED 30 ACRES OF NEW OPEN SPACE, 8.2 MILLION SQUARE FEET OF NEW CONSTRUCTION, AND 3.6 MILLION SQUARE FEET OF RENOVATION, REPRESENTING A TOTAL COMMITMENT OF PUBLIC AND PRIVATE INVESTMENT OF $6.3 BILLION. |
| FORM 990, PART III, LINE 4A (CONT.) | 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 AND SERVES 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 SUCH AS ADDING MORE THAN 500 NEW INDIGENOUS TREES AND PLANT LIFE AND CAPTURING AND REUSING 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, A 58,000 SQUARE FOOT 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/ 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 FY2021 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. HTTP://WWW.EVP.UPENN.EDU/PDF/FY-20-ECONOMIC-AND-SOCIAL-IMPACT.PDF PENN 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. PENN'S ANNUAL SOCIAL IMPACT ON PHILADELPHIA, DERIVED FROM ITS INVESTMENTS IN CIVIC ENGAGEMENT AS AN INSTITUTIONAL ETHOS, AGGREGATES TO $46 MILLION ANNUALLY INVESTED IN THE CITY AND ITS RESIDENTS, 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. 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 WILL HAVE AN IMMEDIATE IMPACT BY ENABLING THE DISTRICT TO ACCELERATE AND EXPAND THEIR RESPONSE TO ENVIRONMENTAL CONCERNS IN THE CITY'S PUBLIC SCHOOLS. 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. 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. TO LEARN MORE ABOUT PENN'S LOCAL PURCHASING INITIATIVES, VISIT FUELING BUSINESS GROWTH. HTTPS://SUPPLIER-DIVERSITY.BUSINESS-SERVICES.UPENN.EDU/ 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. TO LEARN MORE ABOUT CONSTRUCTION OPPORTUNITIES, VISIT FACILITIES & REAL ESTATE SERVICES. HTTPS://WWW.FACILITIES.UPENN.EDU/ PROGRESS ON ECONOMIC INCLUSION CONTINUED, WITH CONSTRUCTION INCLUSION GOALS EXCEEDED FOR PROJECTS RELATED TO REAL ESTATE, DESIGN AND CONSTRUCTION, AND OPERATIONS AND MAINTENANCE. |
| FORM 990, PART III, LINE 4A (CONT.) | SUSTAINABILITY: IN 2021, PENN ACHIEVED GOLD FOR THE SUSTAINABILITY TRACKING, ASSESSMENT & RATING SYSTEM (STARS) CERTIFICATION FOR THE SECOND TIME. STARS IS A TRANSPARENT, SELF-REPORTING FRAMEWORK FOR COLLEGES AND UNIVERSITIES TO MEASURE THEIR SUSTAINABILITY PERFORMANCE CREATED BY THE ASSOCIATION FOR THE ADVANCEMENT OF SUSTAINABILITY IN HIGHER EDUCATION (AASHE) AND IS A GLOBALLY RENOWNED SUSTAINABILITY CERTIFICATION FOR UNIVERSITIES. THIS IS A SIGNATURE ACHIEVEMENT AFTER 14 YEARS OF CONTINUOUS INVESTMENTS IN REDUCING THE UNIVERSITY'S CARBON FOOTPRINT. IN 2007, UNIVERSITY OF PENNSYLVANIA 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) WAS LAUNCHED IN 2009 AND IS UPDATED 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 PREPARES OUR UNIVERSITY AND STUDENTS TO LEAD IN A RAPIDLY EVOLVING WORLD, DESCRIBES THE PROGRESS MADE TOWARDS THE CAP 2.0 GOALS AND SETS NEW, CHALLENGING GOALS FOR MITIGATING CLIMATE IMPACTS, AND ADAPTING TO EMERGING ENVIRONMENTAL CONDITIONS. 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. ACADEMICS: 284 SUSTAINABILITY RELATED COURSES ARE CURRENTLY OFFERED ACROSS VARIOUS SCHOOLS SINCE 2014; 14 NEW ACADEMIC PROGRAMS HAVE BEEN INTRODUCED ACROSS SIX SCHOOLS SINCE 2009, AND THERE ARE EIGHT NEW CENTERS THAT FOCUS ON SUSTAINABILITY THAT HAVE BEEN ESTABLISHED ACROSS FIVE SCHOOLS SINCE 2014. SINCE DECEMBER 2019, THE ENVIRONMENTAL INNOVATIONS INITIATIVE (THE INITIATIVE), A NEW UNDERTAKING LAUNCHED BY PENN'S PRESIDENT AND PROVOST, SEEKS TO PLACE PENN IN THE VANGUARD OF RESEARCH AND EDUCATION AIMED AT BUILDING PATHWAYS TOWARDS LASTING PROSPERITY AND WELL-BEING FOR ALL PEOPLE IN HARMONY WITH NATURE AND ITS LIFE-SUPPORTING SYSTEMS, FOLLOWING THE PRINCIPLES OF JUSTICE. CONSISTENT WITH MANY OF PENN'S CSAP 3.0'S ACADEMIC GOALS, THE OVERARCHING GOAL OF THE INITIATIVE IS TO INTEGRATE ALL RELEVANT KINDS OF EXPERT KNOWLEDGE ALREADY WELL ESTABLISHED IN DIFFERENT PARTS OF THE UNIVERSITY AND TO BUILD UPON THE EXISTING CAPACITIES BY STRATEGIC ADDITIONS AND EXTERNAL PARTNERSHIPS. THE WORK OF THE INITIATIVE SPANS FROM THE GLOBAL TO THE LOCAL. ITS MISSION IS TO CATALYZE SOLUTIONS TO SIGNIFICANT REAL-WORLD ENVIRONMENTAL CHALLENGES THROUGH FOSTERING COLLABORATION ACROSS DISCIPLINES, LEADING INCLUSIVE AND DYNAMIC PROGRAMMING ON- AND OFF-CAMPUS, FORMING STRATEGIC ALLIANCES WITH EXTERNAL PARTNERS, AND ELEVATING THE VISIBILITY OF PENN'S ASSETS. INFORMATION TECHNOLOGY: THE LAST TWO YEARS HAVE SEEN A REMARKABLE DELIVERY OF CRITICAL IT SERVICES AT PENN, WHILE UTILIZING MORE EFFICIENT AND SUSTAINABLE CLOUD COMPUTING VENDORS. PENN'S HUMAN CAPITAL MANAGEMENT SYSTEM, NEXT GENERATION STUDENT SYSTEM, IDENTITY AND ACCESS MANAGEMENT SYSTEM, UNIFIED COMMUNICATIONS SYSTEM, DATA WAREHOUSE PLATFORM AND NUMEROUS SECURITY CONTROLS HAVE ALL UNDERGONE DRAMATIC TRANSFORMATIONS AND PROGRESS. SPECIFIC 2021 SERVICE METRICS INCLUDE: 48% OF ~15,000 PENNNET PHONE #'S MIGRATED TO VONAGE CLOUD, 8M PARTICIPANTS IN ZOOM AND TEAMS MEETINGS; DATA CENTER & PENNNET MAINTAINED 99.99% AND 99.6% AVAILABILITY, RESPECTIVELY; AND ISC EXPANDED CAMPUS WIRELESS COVERAGE BY 40%. UTILITIES AND OPERATIONS: IN FY2021, PENN ACHIEVED A 44% REDUCTION IN TOTAL CAMPUS CARBON EMISSIONS AND CONTINUED TO MEET ITS BUILDING-RELATED CARBON EMISSIONS REDUCTION GOAL WITH A 41 PERCENT REDUCTION. PENN EXECUTED A SOLAR POWER PURCHASE AGREEMENT (PPA) TO BUILD A 220-MEGAWATT SOLAR FARM IN CENTRAL PA, PROVIDING 75% OF PENN & PENN HEALTH SYSTEM'S ELECTRICITY. PHYSICAL ENVIRONMENT: 39 LEED CERTIFIED BUILDINGS, INCLUDING THREE BUILDING RENOVATIONS; 34 GREEN ROOFS ON CAMPUS; BIRD FRIENDLY DESIGN GUIDELINES PUBLISHED TO HELP REDUCE BIRD STRIKES ON CAMPUS. PENN'S CAMPUS WAS CERTIFIED AS AN ARBOR DAY'S TREE CAMPUS USA AND IS AN ACCREDITED LEVEL II ARBORETUM BY ARBNET. IN 2021, PENN PARK FARM GREW 1,907 POUNDS OF PRODUCE THAT WAS SHARED WITH THE WEST PHILADELPHIA COMMUNITY. WASTE MINIMIZATION AND RECYCLING: INCREASING MATERIAL DIVERSION AND REDUCING THE WASTE SENT TO LANDFILL AND WASTE-TO-ENERGY INCINERATORS CONTINUE TO BE PRIORITIES FOR PENN. TOGETHER WITH OUR WASTE VENDOR, PENN HAS REDUCED SOLID WASTE BY 22.5% PERCENT IN FY21 COMPARED TO FY09. COVID-19 HAS HAD A LARGE EFFECT ON CAMPUS WASTE COLLECTION STARTING IN MARCH 2020, LEADING TO AN OVERALL REDUCTION IN SOLID WASTE GENERATED. ADDITIONALLY, PENN EXPANDED ITS WASTE DIVERSION ON CAMPUS BY EXPANDING RECYCLING TO INCLUDE FLEXIBLE PLASTICS, PROVIDING GREEN2GO CONTAINERS TO ON-CAMPUS STUDENTS, PROVIDING RECYCLING BINS IN ALL RESIDENTIAL ROOMS, AND SCHEDULING REGULAR WASTE AUDITS OF PENN'S LARGEST BUILDINGS TO IDENTIFY AREAS FOR IMPROVEMENT. PROCUREMENT: PENN SUSTAINABILITY AND PROCUREMENT SERVICES LED THE IMPLEMENTATION OF A PILOT PROGRAM TO OFFSET THE CARBON IMPACT OF PENN'S AIR TRAVEL. INTRODUCED AS PART OF A NEW POLICY TO CONTAIN AIR TRAVEL VOLUME AND OFFSET IT, THE UNIVERSITY IS NOW APPLYING A CARBON IMPACT OFFSET (CLIO) CHARGE TO AIR TRAVEL. THESE CHARGES WILL FUND LOCAL SUSTAINABILITY EFFORTS AND ESTABLISH CARBON NEUTRALITY ON THIS SIGNIFICANT IMPACT AREA. TRANSPORTATION: - THE ASSOCIATION FOR THE ADVANCEMENT OF SUSTAINABILITY IN HIGHER EDUCATION (AASHE) RECOGNIZED PENN IN ITS 2021 SUSTAINABLE CAMPUS INDEX AS A TOP PERFORMER RANKING THE UNIVERSITY 7TH OVERALL NATIONALLY IN THE CATEGORY OF TRANSPORTATION. - THE UNIVERSITY CONTINUES TO WORK WITH INDEGO BIKE SHARE AND ENJOYS A TOTAL OF SIX BIKE SHARE STATIONS ON CAMPUS. DURING FY2021, OVER 35,000 INDEGO TRIPS STARTED AND ENDED AT THESE 6 LOCATIONS. THIS IS A 35% INCREASE IN TRIPS ORIGINATING AND 38% INCREASE IN TRIPS ENDING AT THESE LOCATIONS AS COMPARED TO FY2020. - EIGHT NEW LEVEL-2 ELECTRIC VEHICLE CHARGING STATIONS HAVE BEEN INSTALLED FOR A TOTAL OF 12 CAMPUS CHARGING STATIONS. ALL CHARGING STATIONS ARE BLINK NETWORK MANAGED AND OWNED BY PENN. ELECTRICITY IS PAID FOR BY CHARGING STATION USERS AND THE UNIVERSITY WAS SUCCESSFUL GETTING $36,000 IN GRANT MONEY FROM THE COMMONWEALTH; TOTAL COST BEFORE GRANT WAS $137,000. THE NET COST WAS SHARED WITH UPHS. - THE UNIVERSITY'S TRANSPORTATION DEPARTMENT OPERATES 17 BI-FUEL (GASOLINE AND PROPANE) VEHICLES IN ITS FLEET CONTRIBUTING TO A CLEANER ENVIRONMENT SAVING $30,808 IN FY2021 FUEL COSTS COMPARED TO USING JUST GASOLINE. OUTREACH AND ENGAGEMENT: THIS YEAR, PENN HOSTED ITS SECOND ANNUAL CLIMATE WEEK IN COLLABORATION WITH STUDENTS, FACULTY, AND STAFF TO MOTIVATE THE PENN COMMUNITY TO TAKE CLIMATE ACTION. THE PRIMARY OBJECTIVES OF CLIMATE WEEK ARE TO UNDERSCORE THE CONNECTION BETWEEN RACIAL JUSTICE, ENVIRONMENTAL JUSTICE, AND THE CLIMATE EMERGENCY AND TO INCREASE AWARENESS ON CAMPUS. A CROSS-DISCIPLINARY SET OF STUDENT ORGANIZATIONS, SCHOOLS, AND CENTERS PARTICIPATED, WITH 28 PENN ORGANIZATIONS DESIGNING 45 UNIQUE EVENTS WITH CLOSE TO 3,000 PARTICIPANTS. ADDITIONALLY, THE GREEN LABS PROGRAM LAUNCHED A LAB SUSTAINABILITY TRAINING ON KNOWLEDGE LINK. THE GREEN LABS CERTIFICATION PROGRAM SAW A 13% INCREASE IN LAB PARTICIPATION THIS YEAR WITH 16 TOTAL PARTICIPATING LABS. THE GREEN LIVING PROGRAM CERTIFIED 264 PARTICIPANTS AND THE GREEN OFFICE PROGRAM CERTIFIED 42 OFFICES ACROSS CAMPUS. PENN SUSTAINABILITY ALSO CREATED A VIDEO THAT DEMONSTRATES HOW OUR 24/7 UTILITIES & OPERATIONS ACTIONS MOVE THE UNIVERSITY CLOSER TOWARDS OUR CARBON NEUTRALITY GOAL. HTTPS://WWW.YOUTUBE.COM/WATCH?V=AGB9T5QYJOM THIS PROGRESS MADE SINCE THE INITIAL 2009 ACTION PLAN IS A TESTAMENT TO THE COMMITMENT OF STAKEHOLDERS ACROSS CAMPUS TO LIVE UP TO THE STANDARDS FOR ENVIRONMENTAL EXCELLENCE. A DOWNLOADABLE AND PRINTABLE COPY OF THE PENN CLIMATE AND SUSTAINABILITY ACTION PLAN 3.0 IS AVAILABLE ON THE PENN SUSTAINABILITY WEBSITE. HTTPS://WWW.SUSTAINABILITY.UPENN.EDU/OUR-COMMITMENT/OUR-PLAN SEE THE FULL CLIMATE AND SUSTAINABILITY ACTION PLAN ANNUAL REPORT FOR A FULL PROGRESS UPDATE. HTTPS://WWW.SUSTAINABILITY.UPENN.EDU/SITES/DEFAULT/FILES/CSAP%203.0%20ANNU AL%20REPORT%20FY20_0.PDF 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. |
| FORM 990, PART III, LINE 4A (CONT.) | EACH YEAR, PENN PARTICIPATES IN A NUMBER OF JOB FAIRS AIMED AT CREATING AWARENESS OF OPPORTUNITIES FOR UNDER-SERVED 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 FAIRS. THROUGH APPLEONE, PENN HAS CONTINUED TO WORK WITH THE SURROUNDING COMMUNITY PROVIDING TRAINING ON THE USE OF VIDEO AND WEB CONFERENCING/INTERVIEWING. THIS INCLUDED MOCK VIRTUAL INTERVIEWING SESSIONS. THIS CONTRIBUTED TO THE EMPLOYMENT OF LOCAL RESIDENTS IN CRUCIAL POSITIONS SUCH AS CONTACT TRACERS AND BUILDING ADMINISTRATORS. PENN RECRUITMENT SERVICES PARTICIPATES IN WEEKLY INFORMATION TUESDAY SESSIONS IN WEST PHILADELPHIA HOSTED BY SENATOR ANTHONY WILLIAMS' OFFICE AND NEIGHBORHOOD UNITED. THEY ALSO PROVIDED JOB READINESS TRAINING, MOCK INTERVIEWS, AND ONE-ON-ONE COACHING TO LOCAL RESIDENTS THROUGH THE WELCOMING CENTER FOR NEW PENNSYLVANIANS IN A SERIES OF SESSIONS IN SEPTEMBER AND OCTOBER. OVER THE PANDEMIC, THE JOB FAIRS WE TYPICALLY WOULD ATTEND WERE CANCELLED. YET WE WERE ABLE TO PARTICIPATE IN AN INCREASING NUMBER OF VIRTUAL JOB FAIRS SUCH AS THESE: PNGAS (PA NATIONAL GUARD FOUNDATION) VIRTUAL JOB FAIR, LIFE SCIENCE BIOTECH VIRTUAL CAREER FAIR, GRAYS FERRY JOB FAIR (PHILADELPHIA WORKS), BLACKWELL LIBRARY MINI CURBSIDE JOB FAIR, THE WELCOMING CENTER IMMIGRANT CAREER FAIR, LUCIEN E. BLACKWELL/ WEST PHILADELPHIA REGIONAL LIBRARY, PA CAREERLINK EVENTS ACROSS PHILADELPHIA, AND DISTRICT ATTORNEY'S OFFICE JOB FAIR. TALENT ACQUISITION ENGAGED WITH THE SKILL FORWARD INITIATIVE TO PROVIDE TRAINING AND SUPPORT THAT WILL ENABLE JOB SEEKERS IN PHILADELPHIA TO MAKE SUCCESSFUL CAREER TRANSITIONS. IN 2021, THIS PARTNERSHIP LED TO THE PLACEMENT OF 21 UNIVERSITY TRANSIT DRIVERS. IN FY2021, PENN'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS SUPPORTED 65 ACADEMICALLY BASED COMMUNITY SERVICE COURSES, ENGAGING MORE THAN 1,700 PENN GRADUATE AND UNDERGRADUATE STUDENTS WITH COLLABORATIVE REAL-WORLD PROBLEM-SOLVING OPPORTUNITIES WITH COMMUNITY PARTNERS IN A FULLY REMOTE ENVIRONMENT. THESE COURSES WERE TAUGHT ACROSS 9 OF PENN'S 12 SCHOOLS. THE NETTER CENTER ALSO SUPPORTED 399 STUDENTS TO WORK WITH THE COMMUNITY THROUGH FEDERAL WORK-STUDY POSITIONS AND INTERNSHIPS AND SEVERAL HUNDRED VOLUNTEERS. THE NETTER CENTER'S UNIVERSITY-ASSISTED COMMUNITY SCHOOL PROGRAMS, WHICH FOCUS ON EIGHT PUBLIC SCHOOLS IN WEST PHILADELPHIA AND SERVE OVER 3,700 K-12 STUDENTS AND THEIR FAMILIES, HAVE BEEN CREDITED WITH VISIBLE IMPROVEMENTS IN ACADEMIC PERFORMANCE, ATTENDANCE, AND STUDENT AND PARENTAL INVOLVEMENT. SCHOOL-DAY PARTNERSHIPS, AFTER-SCHOOL AND SUMMER PROGRAMMING ADAPTED TO A VIRTUAL PLATFORM FOR FY2021, WITH SOME LIMITED IN-PERSON SERVICES IMPLEMENTED FOR K-12 STUDENTS AT LOCAL RECREATION CENTERS. SUMMER 2021 PROGRAMMING RETURNED PRIMARILY IN-PERSON FOR 604 ENROLLED K-12 STUDENTS. HTTPS://WWW.NETTERCENTER.UPENN.EDU/ ONE CRITICAL INITIATIVE THAT THE NETTER CENTER HELPS SUPPORT IS THE DR. BERNETT L. JOHNSON, JR. SAYRE HEALTH CENTER, A FEDERALLY QUALIFIED HEALTH CENTER OFFERING COMPREHENSIVE HEALTH-CARE SERVICES AND HEALTH CAREERS EDUCATION TO THE WEST PHILADELPHIA COMMUNITY. ESTABLISHED IN 2006, THE HEALTH CENTER GREW OUT OF A SAYRE-PENN PARTNERSHIP THAT BEGAN IN 1996 AT SAYRE HIGH SCHOOL, A PUBLIC SCHOOL IN WEST PHILADELPHIA THAT ENROLLS PREDOMINATELY LOW-INCOME AFRICAN AMERICAN STUDENTS. PENN MEDICINE PHYSICIANS AND PENN STUDENTS FROM THE SCHOOLS OF MEDICINE, DENTISTRY, NURSING, AND SOCIAL POLICY AND PRACTICE SUPPORT THE CLINICAL MISSION OF THE HEALTH CENTER. THESE STUDENTS, IN ADDITION TO THOSE FROM THE SCHOOL OF ARTS AND SCIENCES, WORK ALONGSIDE HEALTH CENTER STAFF AS EDUCATIONAL MENTORS, TEACHING SAYRE STUDENTS SCIENCE AND HEALTH TOPICS WITH A GOAL OF RECRUITING MORE MINORITIES TO THE MEDICAL FIELD. PENN MEDICINE HAS DEPLOYED ADDITIONAL EMPLOYEES AND RESOURCES TO SAYRE HEALTH CENTER SINCE SPRING 2020 TO OFFER COVID TESTING AND VACCINATION FOR THE COMMUNITY. AS A UNIVERSITY-ASSISTED COMMUNITY SCHOOL, SAYRE ALSO OFFERS AFTER-SCHOOL PROGRAMS, PEER HEALTH EDUCATION, AND HEALTH EDUCATION AND FITNESS ACTIVITIES TO ALL MEMBERS OF THE COMMUNITY. HTTPS://WWW.SAYREHEALTH.ORG/ 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 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. IN FY2021, AUNI TAUGHT VIRTUAL NUTRITION AND COOKING LESSONS FOR STUDENTS AND ADULT PARTICIPANTS, INCLUDING TRAINING HIGH SCHOOL YOUTH TO LEAD VIRTUAL COOKING LESSONS FOR THEIR PEERS AND FAMILIES. 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; DONATION 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 LIKE OFFICE SUPPLIES, FURNITURE, COMPUTERS, WITH NEIGHBORHOOD GROUPS AND LOCAL AGENCIES. HTTPS://WWW.NETTERCENTER.UPENN.EDU/PENN-VIPS PENN VIPS ALSO SUPPORTS UNIVERSITY-ASSISTED COMMUNITY SCHOOL (UACS) NIGHTS, WHICH OFFERS EDUCATIONAL, FINANCIAL LITERACY, CULTURAL AND RECREATIONAL ACTIVITIES FOR COMMUNITY ADULTS AND FAMILIES IN THE EVENINGS. IN FY2021, UACS NIGHTS TRANSITIONED TO VIRTUAL ENGAGEMENT, AS WELL AS PHYSICALLY DISTANCED IN-PERSON EVENTS, WITH AN AVERAGE ATTENDANCE OF 100 COMMUNITY PARTICIPANTS PER WEEK. NONPROFIT CONNECT IS ANOTHER 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. MANY OF THE PARTICIPATING ORGANIZATIONS ARE PAST PARTICIPANTS OF THE NETTER CENTER'S NONPROFIT INSTITUTE, A BIANNUAL EVENT HOSTED BY PENN VIPS THAT PROVIDES FREE WORKSHOPS FOR MEMBERS OF LOCAL NONPROFITS AND FAITH-BASED COMMUNITIES OVER THE COURSE OF SIX DAYS (HELD VIRTUALLY IN FY2021). FALL 2020 INCLUDED 10 PENN STUDENTS AND 9 WHARTON STUDENT GROUPS SUPPORTING 13 NONPROFITS; SPRING 2021 INCLUDED 7 PENN STUDENTS AND 11 WHARTON STUDENT GROUPS SUPPORTING 15 NONPROFITS. HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/PROGRAMS/PENN-VOLUNTEERS-PUB LIC-SERVICE-PENN-VIPS/NONPROFIT-INSTITUTE ANOTHER PENN HUB FOR CIVIC ENGAGEMENT AND SOCIAL JUSTICE EDUCATION, CIVIC HOUSE OVERSEES A VARIETY OF PROGRAMS. DESPITE THE CHALLENGES POSED BY THE GLOBAL PANDEMIC, IN COLLABORATION WITH THEIR COMMUNITY PARTNERS, ALMOST ALL CIVIC HOUSE PROGRAMS HAVE BEEN ABLE TO FUNCTION REMOTELY OR IN-PERSON AT NEARLY THE SAME ENGAGEMENT LEVELS AS IN OTHER YEARS. 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 ON AN INDIVIDUAL BASIS, 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. |
| FORM 990, PART III, LINE 4A (CONT.) | HTTPS://WWW.VPUL.UPENN.EDU/CIVICHOUSE/PENNCORP HTTPS://UPENNWPTP.WEEBLY.COM/ HTTPS://CIVICHOUSE.UPENN.EDU/INTERNSHIP/ HTTPS://CIVICHOUSE.UPENN.EDU/CEPOURPROGRAMMING/ 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'S GRADUATE SCHOOL OF EDUCATION'S (PENNGSE'S) IMPACT IN THE PHILADELPHIA REGION IS LARGE AND GROWING. THE SCHOOL'S INTERACTIVE AND EVOLVING "HEAT MAP" CONTINUES TO EXPAND, REFLECTING NEARLY 1,200 ACTIVITIES IN OVER 300 SCHOOLS IN PHILADELPHIA OVER THE PAST FIVE YEARS. PENN GSE'S MASTER'S AND DOCTORAL STUDENTS PARTICIPATE IN TRAINING PARTNERSHIPS IN MORE THAN 90 CITY SCHOOLS, AND PROGRAMS LIKE THE PENN LITERACY NETWORK PROVIDE PROFESSIONAL DEVELOPMENT TO THOUSANDS OF EDUCATORS ACROSS THE REGION AND COUNTRY. GSE'S PROFESSIONAL NETWORKS EXPAND THE SCHOOL'S IMPACT NATIONALLY AND GLOBALLY. THE MID CAREER DOCTORAL PROGRAM PREPARES SUPERINTENDENTS AND EDUCATION LEADERS AROUND THE COUNTRY, AND THE HIGHER EDUCATION EXECUTIVE DOCTORATE HAS PRODUCED MORE THAN 50 COLLEGE PRESIDENTS. GSE ALSO OFFERS THE INDEPENDENT SCHOOL TEACHING RESIDENCY MASTER'S DEGREE, AN ONLINE AND "ON LOCATION" DEGREE PROGRAM THAT DIVERSIFIES THE TEACHING FORCE OF THE NATION'S MOST PRESTIGIOUS BOARDING SCHOOLS. BEYOND PHILADELPHIA AND THE NATION, GLOBAL WORK CONTINUES IN A VARIETY OF AREAS RANGING FROM EDUCATIONAL DEVELOPMENT TO TEACHING ENGLISH TO ASSISTING IN THE DEVELOPMENT OF HIGHER EDUCATION INFRASTRUCTURE IN OTHER NATIONS. PENN ENGINEERING PENN ENGINEERING IS DEDICATED TO THE RECRUITMENT, RETENTION, AND PROMOTION OF STUDENTS UNDERREPRESENTED IN STEM AND STUDENTS FROM LOCAL K-12 SCHOOLS. THE FIFE-PENN CS ACADEMY CODING CLUB FOR GIRLS AND BOYS, LED BY COMPUTER SCIENCE UNDERGRADUATES, RAN FREE AFTER-SCHOOL PROGRAMMING IN 7 PHILADELPHIA PUBLIC SCHOOLS FOR GRADES K-8 IN FY2021. THE UNITE - SUMMER MENTORSHIP PROGRAM IN ROBOTICS, A FREE, 4-WEEK, FULL TIME CLASS, INVOLVED 18 PARTICIPANTS FROM LOCAL HIGH SCHOOLS UNDERREPRESENTED IN STEM. THE AEOP APPRENTICESHIP PROGRAM, A 7-WEEK PAID INTERNSHIP IN THE FIELD OF ROBOTICS, GRADUATED 4 STUDENTS FROM LOCAL HIGH SCHOOLS UNDERREPRESENTED IN STEM. AI4ALL, A 2-WEEK, FULL TIME COURSE IN ARTIFICIAL INTELLIGENCE AND COMPUTER SCIENCE RUN BY DOCTORAL STUDENTS IN THE GRASP LAB, HAD 20 PARTICIPANTS FROM LOCAL HIGH SCHOOLS UNDERREPRESENTED IN STEM. PENN ENGINEERING DEVELOPED AND PILOTED AN AP CS COURSE WITH 70 PHILADELPHIA HIGH SCHOOL STUDENTS DURING THE SUMMER OF 2021. ACCESS ENGINEERING, A STUDENT-RUN ENGINEERING ENRICHMENT PROGRAM FOR TALENTED PHILADELPHIA HIGH SCHOOL STUDENTS, COLLABORATES WITH THE PENN LIBRARIES TO ENGAGE A DIVERSE GROUP OF STUDENTS IN A FAST-PACED YEAR-LONG WEEKEND PROGRAM WHERE THEY EXPLORE VARIOUS ENGINEERING DISCIPLINES. SINCE 2014, ACCESS ENGINEERING HAS WORKED WITH OVER 250 LOCAL HIGH SCHOOL STUDENTS TO NURTURE THEIR INTEREST IN STEM AND DEVELOP THE PHILADELPHIA PUBLIC SCHOOLS' PIPELINE OF FUTURE ENGINEERS. PENN ENGINEERING'S ADVANCING WOMEN IN ENGINEERING (AWE) PROGRAM IS DEDICATED TO RECRUITING, RETAINING, AND PROMOTING WOMEN IN PENN ENGINEERING. AWE AIMS TO DEVELOP AND SUPPORT INITIATIVES TO INCREASE THE NUMBER OF WOMEN INTERESTED IN STUDYING ENGINEERING, ENHANCE THE OVERALL ACADEMIC EXPERIENCE OF FEMALE STUDENTS, AND CREATE AND SUPPORT SOCIAL AND NETWORKING OPPORTUNITIES. HTTPS://PHILLYMAP.GSE.UPENN.EDU/ HTTPS://PLN.GSE.UPENN.EDU/ HTTPS://WWW.GSE.UPENN.EDU/ACADEMICS/PROGRAMS/MID-CAREER-DOCTORATE-EDUCATIO NAL-LEADERSHIP HTTPS://WWW.GSE.UPENN.EDU/ACADEMICS/PROGRAMS/EXECUTIVE-DOCTORATE-HIGHER-ED UCATION-MANAGEMENT HTTPS://WWW.GSE.UPENN.EDU/ACADEMICS/PROGRAMS/INDEPENDENT-BOARDING-SCHOOL-T EACHING-RESIDENCY-TEACHER-EDUCATION-MASTERS HTTPS://FIFE.CIS.UPENN.EDU/ HTTPS://WWW.GRASP.UPENN.EDU/PROGRAMS/UNITE-SMP-ROBOTICS-SUMMER-PROGRAM/ 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, SPECTRUM HEALTH CENTER - 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 WITH APPROXIMATELY 250 PATIENT VISITS PER WEEK IN COMMUNITY SETTINGS, ALTHOUGH PDM'S RELATIONSHIP WITH SPECTRUM HEALTH CENTER ENDED IN AUGUST 2021. ADDITIONALLY, THE PENNSMILES MOBILE DENTAL PROGRAM HAS CONTINUED TO SERVE THE PHILADELPHIA SCHOOL DISTRICT AND HAS RETURNED TO PROVIDING PREVENTIVE AND RESTORATIVE DENTAL CARE WITH CHILDREN AT THEIR SCHOOLS SINCE SCHOOLS HAVE RETURNED TO IN-PERSON LEARNING THIS ACADEMIC YEAR. PDM PROVIDES MORE THAN $3.6 MILLION IN UNDER- AND UNCOMPENSATED CARE TO THE COMMUNITY. HTTPS://WWW.DENTAL.UPENN.EDU/ADMISSIONS-ACADEMICS/DMD-PROGRAM/COMMUNITY-OU TREACH-SERVICE-LEARNING/ PENN NURSING THE ACADEMIC PRACTICE PARTNERSHIP INITIATIVE CONTINUES TO ADVANCE RESEARCH, EVIDENCE-BASED PRACTICE, AND SCHOLARSHIP THROUGHOUT PENN MEDICINE, THE CORPORAL MICHAEL J. CRESCENZ VA MEDICAL CENTER (CMCVAMC), AND MERCY LIFE WEST PHILADELPHIA (MLWP). WE SUPPORTED THE 2021 PENN MEDICINE RESEARCH CONFERENCE HELD DECEMBER 2021, RESEARCH ACTIVITIES THROUGHOUT OUR ACADEMIC PARTNERS, AND WORK TOWARD ACHIEVING MAGNET RECOGNITION PROGRAM RE-DESIGNATION FOR 2 PENN MEDICINE HOSPITALS. CONSULTATION AND MENTORSHIP WITH NURSES ON QI, EBP, AND RESEARCH REMAINS A PRIORITY FOCUS IN SUPPORT OF PENN NURSING'S AND PENN MEDICINE'S RESEARCH AND EDUCATION MISSIONS. PROGRESSIVE EFFORTS HAVE LED TO THE EXPANSION OF CLINICAL PLACEMENTS FOR PRIMARY CARE TRACKS AND ACUTE CARE THROUGHOUT OUR ACADEMIC PARTNER SITES. PENN NURSING CONTINUES TO SUPPORT PENN MEDICINE WITH THE COVID-19 PANDEMIC AND PROVIDES NURSING STUDENTS AND FACULTY TO STAFF VACCINE CLINICS. PENN NURSING ALSO IS AN INTEGRAL PARTNER WITH PENN MEDICINE IN DETERMINING CAPACITY FOR CLINICAL PLACEMENTS AND THE ACQUISITION OF NEW CLINICAL PLACEMENT SITES FOR PRIMARY CARE. PENN NURSING REMAINS ACTIVELY INVOLVED IN CONTRIBUTING TO RESEARCH STUDIES CONDUCTED WITH THE CENTERS FOR NURSING EXCELLENCE AT HUP AND PRINCETON MEDICAL CENTER. PENN VET PENN VET IS COMMITTED TO COMMUNITY ENGAGEMENT AND OUTREACH THROUGH A ROBUST SHELTER MEDICINE PROGRAM THAT PARTNERS WITH SHELTERS IN THE REGION TO PROVIDE CONSULTATIVE AND CLINICAL CARE. WORKING WITH THE NETTER CENTER AND PETS FOR LIFE, PENN VET AND THE SHELTER MEDICINE PROGRAM ARE ALSO ENGAGED IN FREE AND LOW-COST VACCINATION AND SPAY/NEUTER PROGRAMS AND DELIVER PIPELINE PROGRAMMING TO PUBLIC SCHOOL STUDENTS IN WEST PHILADELPHIA. WHILE THE PANDEMIC HAS SHIFTED MUCH OF THIS OUTREACH ONLINE, WHEN NORMAL ACTIVITY RESUMES OUTREACH AND COMMUNITY SERVICES WILL EXPAND THROUGH THE NEW SHELTER MEDICINE MOBILE UNIT. HTTPS://WWW.VET.UPENN.EDU/VETERINARY-HOSPITALS/RYAN-VETERINARY-HOSPITAL 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. HTTPS://WWW.SAS.UPENN.EDU/ HTTPS://WWW.COLLEGE.UPENN.EDU/ HTTPS://WWW.SAS.UPENN.EDU/GRADUATE-DIVISION HTTPS://WWW.LPS.UPENN.EDU/ HTTPS://STRATEGIC-PLAN.SAS.UPENN.EDU/ HTTPS://WWW.SAS.UPENN.EDU/ABOUT/INCLUSION |
| FORM 990, PART III, LINE 4A (CONT.) | WEITZMAN SCHOOL OF DESIGN THE PRIMARY VEHICLE FOR STUDENTS, FACULTY, AND STAFF TO CARRY OUT THE WEITZMAN SCHOOL OF DESIGN'S PUBLIC SERVICE MISSION IS PENN PRAXIS, THE NONPROFIT CONSULTING AND APPLIED RESEARCH ARM OF THE SCHOOL. IN FISCAL YEAR 2021, PENN PRAXIS COORDINATED THE SECOND YEAR OF THE FRESH AIR EVERYWHERE VIRTUAL DESIGN STUDIO IN COLLABORATION WITH THE FRESH AIR FUND. AS PART OF THIS EFFORT, WEITZMAN GRADUATE STUDENTS OR RECENT GRADUATES, ALSO KNOWN AS DESIGN FELLOWS, FACILITATED A VIRTUAL AND IN-PERSON DESIGN STUDIO FOR NEW YORK BASED FRESH AIR FUND YOUTH AGES 14-17 TO INTRODUCE THEM TO THE DESIGN PROFESSIONS AND TEACH THEM BASIC DESIGN SKILLS. THIS PAST SUMMER, PENN PRAXIS ALSO IMPLEMENTED A SIMILAR EDUCATIONAL PROGRAM FOR YOUNG PEOPLE IN THE GRAY'S FERRY NEIGHBORHOOD OF PHILADELPHIA IN PARTNERSHIP WITH PHILLY THRIVE, AN ORGANIZATION FOCUSED ON WORKING WITH COMMUNITY RESIDENTS TO CLEAN UP LAND OCCUPIED BY THE FORMER PHILADELPHIA ENERGY SOLUTIONS (PES) REFINERY AND CREATING JOBS AND INVESTMENT IN SURROUNDING NEIGHBORHOODS. TWO OTHER PENN PRAXIS PROJECTS HIGHLIGHT THE WEITZMAN SCHOOL'S COMMUNITY-ORIENTED WORK AND PARTNERSHIPS WITH LOCAL GOVERNMENT AND NON-PROFIT INSTITUTIONS: THIS PAST YEAR, PENN PRAXIS WORKED WITH COUNCILMEMBER JAMIE GAUTHIER'S OFFICE TO DEVELOP EDUCATIONAL MATERIALS TO EXPAND SUPPORT OF AN INCLUSIONARY ZONING BILL AMONG WEST PHILADELPHIA RESIDENTS. PENN PRAXIS ALSO HELPED SUPPORT TWO FINE ARTS FACULTY MEMBERS WHO SUBMITTED A PROPOSAL FOR A NEW PUBLIC ART INSTALLATION AT THE FUTURE PARK AT PENN'S LANDING THROUGH THE PERCENT FOR ART PROGRAM. HTTPS://WWW.CREATIVEPHL.ORG/PUBLIC-ART/PERCENT-FOR-ART/ WEITZMAN'S RESEARCH CENTERS ARE OTHER IMPORTANT DRIVERS OF POSITIVE SOCIAL CHANGE IN COMMUNITIES ACROSS THE GLOBE. IN FY2021, THE KLEINMAN CENTER FOR ENERGY POLICY CONTINUED TO BE A LEADING VOICE ON ENERGY POLICY ISSUES, HOSTING A SERIES OF EVENTS, INVITING VISITING SCHOLARS, PUBLISHING ACTION-ORIENTED REPORTS, AND PROVIDING RESEARCH FUNDING SUPPORT FOR A RANGE OF PROJECTS. THE IAN L. MCHARG CENTER, AN INTERDISCIPLINARY THINK TANK OF ARCHITECTS, LANDSCAPE ARCHITECTS, PLANNERS, JOURNALISTS, SCIENTISTS, AND POLICYMAKERS DEDICATED TO DEVELOPING PRACTICAL, INNOVATIVE WAYS OF IMPROVING THE QUALITY OF LIFE IN THE PLACES MOST VULNERABLE TO THE EFFECTS OF CLIMATE CHANGE, CONTINUED RESEARCH FOCUSED ON THE GREEN NEW DEAL, BIODIVERSITY, AND COMPUTATION. THE CENTER FOR THE PRESERVATION OF CIVIL RIGHTS SITES (CPCRS), LAUNCHED IN FALL 2020, IS DEDICATED TO ADVANCING THE UNDERSTANDING AND SUSTAINABLE CONSERVATION OF HERITAGE SITES RELATING TO AFRICAN AMERICAN STRUGGLES FOR EQUALITY, FROM BEFORE THE PASSAGE OF THE 14TH AMENDMENT TO THE PRESENT DAY. ADDITIONALLY, WEITZMAN SCHOOL FACULTY ARE ACTIVELY ENGAGED IN RESEARCH INVESTIGATING THE MAJOR CHALLENGES OF THE BUILT AND NATURAL ENVIRONMENTS AND THE COMMUNITIES THAT INHABIT THEM, PARTICULARLY IN PHILADELPHIA. FOR EXAMPLE, UPS CHAIR OF TRANSPORTATION AND ASSOCIATE PROFESSOR OF CITY AND REGIONAL PLANNING, MEGAN RYERSON, HEADS THE CENTER FOR SAFE MOBILITY (CSM), WHICH CONDUCTS RESEARCH FOCUSED ON CREATING MORE SAFE AND EQUITABLE URBAN TRANSPORTATION SYSTEMS. THE CENTER HAS PARTNERED WITH THE SOUTHEASTERN PENNSYLVANIA TRANSPORTATION AUTHORITY (SEPTA) TO HELP REDESIGN THE SIGNAGE FOR ITS "RAIL TRANSIT" NETWORK TO MAKE SURE RIDERS HAVE CLEAR AND CONSISTENT INFORMATION WHERE AND WHEN THEY NEED IT. VINCENT REINA, ASSOCIATE PROFESSOR OF PLANNING AND URBAN ECONOMICS AND THE FACULTY DIRECTOR OF THE HOUSING INITIATIVE AT PENN, HAS HELPED IDENTIFY LONG-TERM SOLUTIONS TO PHILADELPHIA'S HOUSING INSECURITY CRISIS AND PARTICIPATED ON A NATIONAL STRATEGY GROUP THAT EXAMINES HOW THE PANDEMIC COULD AFFECT RENTAL PROPERTY EVICTIONS FOR LOW- AND MIDDLE-INCOME HOUSEHOLDS AND DISADVANTAGED GROUPS. REINA HAS ALSO WORKED WITH FELLOW PENN RESEARCHERS AT PENN AND THE PHILADELPHIA HOUSING DEVELOPMENT CORPORATION (PHDC) TO INVESTIGATE HOW INVESTING IN A NEIGHBORHOOD COULD DECREASE CRIME AND IMPROVE A COMMUNITY'S HEALTH. HTTPS://WWW.HOUSINGINITIATIVE.ORG/ WHARTON BUSINESS SCHOOL THE WHARTON GLOBAL YOUTH PROGRAM (WGYP) EDUCATES AND INSPIRES PRE-COLLEGIATE STUDENTS TO EXPLORE BUSINESS PRACTICES AND OFFERS VARIOUS ONLINE AND ON-CAMPUS PROGRAMMING. THROUGH A VARIETY OF NEED-BASED SCHOLARSHIPS AND FINANCIAL AWARDS, THE PROGRAM PROVIDES FULL OR PARTIAL FUNDING FOR A SELECT NUMBER OF ELIGIBLE PROGRAM PARTICIPANTS. ELIGIBLE PARTICIPANTS ATTENDING A SCHOOL DISTRICT OF PHILADELPHIA PUBLIC OR CHARTER HIGH SCHOOL COULD RECEIVE FULL SCHOLARSHIPS FOR SUMMER PROGRAMMING. WGYP ALSO OFFERS FREE RESOURCES TO EDUCATORS INCLUDING OVER 400 LESSON PLANS, HANDS-ON LEARNING EXERCISES, AND HIGHLIGHTED ARTICLES. IN ITS COMMITMENT TO SHARING ITS INTELLECTUAL CAPITAL, THE SCHOOL'S ONLINE BUSINESS ANALYSIS JOURNAL, KNOWLEDGE@WHARTON, OFFERS FREE ACCESS TO A SEARCHABLE DATABASE OF MORE THAN 6,300 ARTICLES AND RESEARCH ABSTRACTS, ANALYSIS OF CURRENT BUSINESS TRENDS, AND LINKS TO RELEVANT CONTENT. WHILE THE GLOBAL EDITION IS IN ENGLISH, THERE ARE REGIONAL EDITIONS IN SPANISH, PORTUGUESE, SIMPLIFIED CHINESE, AND TRADITIONAL CHINESE. THE WHARTON SCHOOL'S UNDERGRAD PROGRAM CONTINUES TO OFFER THE WHARTON SUCCESSFUL TRANSITION AND EMPOWERMENT PROGRAM (STEP), WHICH IS A FIRST-YEAR READINESS PROGRAM INTENDED TO HELP HISTORICALLY UNDERREPRESENTED STUDENTS. STEP OFFERS PROGRAMMING, MENTORING, AND UNIQUE INTERNSHIP OPPORTUNITIES TO HELP THE STUDENTS ACCLIMATE TO COLLEGE LIFE AND THE WHARTON ENVIRONMENT. CAREY LAW SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA CAREY LAW SCHOOL, EACH STUDENT COMMITS TO PROVIDING 70 HOURS OF PRO BONO LEGAL SERVICE AS PART OF THEIR EDUCATION. SOME IMPACT HIGHLIGHTS FROM THIS WORK: CHRISTIAN LEGAL CLINICS: TPIC HAS CONTINUED TO PARTNER WITH CHRISTIAN LEGAL CLINICS OF PHILADELPHIA, A FAITH-BASED LEGAL SERVICES ORGANIZATION PROVIDING CIVIL LEGAL NEEDS TO THE PHILADELPHIA COMMUNITY. THUS FAR FOR THIS YEAR, 15 STUDENTS HAVE ASSISTED 76 CLIENTS THROUGH BOTH LIVE AND VIRTUAL CLINICS ACROSS A VARIETY OF LEGAL MATTERS INCLUDING CRIMINAL RECORD EXPUNGEMENTS, ESTATE PLANNING, UNEMPLOYMENT COMPENSATION AND FAMILY LAW. PENN LAW IMMIGRANT RIGHTS PROJECT (PLIRP): PLIRP CONNECTED OVER 100 STUDENT VOLUNTEERS WITH DIRECT SERVICE AND RESEARCH OPPORTUNITIES TO SUPPORT IMMIGRANTS AND ASYLUM SEEKERS ON ASYLUM APPLICATIONS, ADJUSTMENT OF STATUS, AND NATURALIZATION. PLIRP'S DIRECT SERVICE EFFORTS REACHED OVER 90 CLIENTS IN THE PHILADELPHIA AREA THROUGH PARTNERSHIPS WITH THE HEBREW IMMIGRANT AID SOCIETY (HIAS), ESPERANZA IMMIGRATION LEGAL SERVICES, AND JUNTOS. CUSTODY AND SUPPORT ASSISTANCE CLINIC (CASAC): CASAC ASSISTS LOW-INCOME CLIENTS ON FAMILY LAW MATTERS INCLUDING CUSTODY, CHILD SUPPORT AND PROTECTION FROM ABUSE ORDERS. IN PARTNERSHIP WITH THE PHILADELPHIA LEGAL ASSISTANCE FAMILY LAW UNIT, 20 CASAC VOLUNTEERS SERVED OVER 290 CLIENTS THIS YEAR. SCHOOL OF SOCIAL POLICY AND PRACTICE THE SCHOOL OF SOCIAL POLICY AND PRACTICE (SSPP) -CENTER FOR CARCERAL COMMUNITIES (CCC) THE CENTER FOR CARCERAL COMMUNITIES (CCC), AN INITIATIVE OF THE UNIVERSITY OF PENNSYLVANIA SCHOOL OF SOCIAL POLICY & PRACTICE, IS A COLLECTIVE OF SERVICE PROVIDERS AND PEOPLE WITH A HISTORY OF INCARCERATION. CCC FOCUSES ON REDUCING RECIDIVISM, IMPROVING MENTAL HEALTH, AND FACILITATING COMMUNITY RE-ENGAGEMENT AND COLLABORATES WITH WEST PHILADELPHIA NEIGHBORHOODS TO HELP PEOPLE WHO HAVE BEEN RELEASED FROM INCARCERATION. THE CENTER PROVIDES FREE, EVIDENCE-BASED PSYCHOSOCIAL SERVICES THAT ALSO ADDRESS EDUCATION, HOUSING, ADVOCACY, AND PRIMARY CARE CHALLENGES. CCC SEEKS TO REVERSE THE COMMUNITY-TO-PRISON PIPELINE BY HELPING PARTICIPANTS HARNESS THEIR STRENGTHS AND BECOME LEADERS IN THE COMMUNITY. HTTPS://WWW.SP2.UPENN.EDU/ -GOLDRING REENTRY INITIATIVE (GRI) HTTPS://LIVE-UPENN-SP2.PANTHEONSITE.IO/PROGRAM/GOLDRING-REENTRY-INITIATIVE / THE GOLDRING REENTRY INITIATIVE (GRI) WAS ESTABLISHED IN 2011 TO ADDRESS THE EPIDEMIC OF MASS INCARCERATION AND THE MANY BARRIERS INDIVIDUALS INCARCERATED IN THE PHILADELPHIA DEPARTMENT OF PRISONS (PDP) FACE UPON RELEASE. BY EQUIPPING MASTERS OF SOCIAL WORK (MSW) STUDENTS WITH THE KNOWLEDGE AND SKILLS NECESSARY TO WORK IN THE CRIMINAL JUSTICE FIELD, THE GRI UNIQUELY ADDRESSES THE BARRIERS TO SUCCESSFUL REENTRY. BECAUSE OF ITS PERSON-CENTERED AND HOLISTIC APPROACH, THE SOCIAL WORK PROFESSION IS ESPECIALLY WELL EQUIPPED TO ADDRESS THE INTERWOVEN ISSUES FACED BY INDIVIDUALS WHO ARE CURRENTLY OR FORMERLY INCARCERATED. -FIELD CENTER FOR CHILDREN'S POLICY, PRACTICE & RESEARCH HTTPS://FIELDCENTERATPENN.ORG/ FOSTER CARE TO COLLEGE (FC2C) -SUPPORT TO NUMEROUS COLLEGES AND UNIVERSITIES ACROSS PENNSYLVANIA IN THE DEVELOPMENT AND OPERATION OF CAMPUS-BASED SUPPORT PROGRAMS FOR FOSTER YOUTH, FACILITATES STATEWIDE NETWORK TO INCREASE THE NUMBER OF STUDENTS FROM FOSTER CARE WHO ATTEND AND COMPLETE COLLEGE, PUBLISHES QUARTERLY FC2C NEWSLETTER. |
| FORM 990, PART III, LINE 4A (CONT.) | -PIPELINE FOR PROMISE THE PIPELINE FOR PROMISE PROGRAM OFFERS A FREE SUMMER COURSE AT SSPP TO COMMUNITY COLLEGE STUDENTS, INTRODUCING THEM TO THE FOUNDATIONS OF SOCIAL WORK, ITS ETHICS, AND ITS VARIOUS FIELDS OF PRACTICE. THE PROGRAM AIMS TO TEACH STUDENTS THAT HIGHER EDUCATION - AND EVEN A GRADUATE PROGRAM AT PENN - ARE POSSIBILITIES FOR THEM, REGARDLESS OF THEIR BACKGROUNDS. ANNENBERG SCHOOL FOR COMMUNICATION THE ANNENBERG SCHOOL FOR COMMUNICATION PRODUCES AND DISSEMINATES CUTTING-EDGE RESEARCH DESIGNED TO ADVANCE THE PUBLIC'S UNDERSTANDING AND EFFECTIVE USE OF COMMUNICATION, AND POLICY-MAKERS' ABILITY TO CREATE A MEDIA ENVIRONMENT THAT FOSTERS THE PERSONAL AND COLLECTIVE DEVELOPMENT OF ITS CITIZENS. A ROBUST SET OF FACULTY-LED RESEARCH CENTERS AND SCHOOL-BASED INITIATIVES DRIVE ENGAGEMENT ACROSS A BROAD SWATH OF TOPICS. HIGHLIGHTS INCLUDE: RESEARCH FROM THE HEALTH COMMUNICATION & EQUITY LAB AND THE TOBACCO CENTER OF REGULATORY SCIENCE ON EFFECTIVE MESSAGING TO QUIT SMOKING. THE ANNENBERG PUBLIC POLICY CENTER CONTINUED TO PROVIDE A CRITICAL SERVICE IN FACTCHECK.ORG AND ITS SUBSIDIARY SCICHECK, MONITORING THE FACTUAL ACCURACY OF WHAT IS SAID BY MAJOR US POLITICAL PLAYERS, THIS YEAR WITH A FOCUS ON COVID-19 AND CONSPIRACY THEORIES; THE ANNENBERG CONVERSATIONS ON GENDER LECTURE SERIES FOSTERS DISCOURSE AND INSPIRES ENGAGEMENT WITHIN AND BEYOND THE ANNENBERG SCHOOL AND THE FIELD OF COMMUNICATION BY PROVIDING SPACE TO GRAPPLE WITH THE CURRENT STATE OF SEXISM, HOMOPHOBIA, AND TRANSPHOBIA IN VARIOUS SECTORS OF SOCIETY; AND THE MEDIA, INEQUALITY & CHANGE CENTER'S EXPLORATIONS OF HOW ORGANIZING AND POLICING, AMONG OTHER TOPICS, HAVE CHANGED IN THE WAKE OF NATIONAL PROTESTS OVER RACIAL DISCRIMINATION. 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. VARSITY TEAMS RETURNED TO FULL COMPETITION IN THE FALL SEMESTER, WITH MEN'S CROSS COUNTRY AND FIELD HOCKEY EACH POSTING THIRD PLACE FINISHES IN THE IVY LEAGUE. NOAH CAREY FROM MEN'S CROSS COUNTRY QUALIFIED FOR THE NCAA CHAMPIONSHIP, AND 21 STUDENT-ATHLETES EARNED ALL-IVY RECOGNITION. THIS WINTER, MEN'S SQUASH IS RANKED #1 NATIONALLY, WHILE WOMEN'S SQUASH, WRESTLING, AND MEN'S AND WOMEN'S FENCING ARE EACH RANKED IN THE TOP 25 IN THEIR SPORT. CAMPUS RECREATION RESUMED OPERATIONS IN THE FALL AT THE POTTRUCK AND FOX FITNESS CENTERS, AND PROGRAMMING ALSO CONTINUED FOR CLUB SPORTS AND INTRAMURALS IN THE FALL SEMESTER. THE DIVISION REMAINS COMMITTED TO DIVERSITY, EQUITY, AND INCLUSION IN IMPLEMENTING THE RECOMMENDATIONS FROM THE RACIAL JUSTICE TASK FORCE AND CONNECTING THE QUAKER FORWARD COMMITTEE WITH SENIOR LEADERSHIP TEAM FOR FURTHER COLLABORATION. PENN LIBRARIES THE PENN LIBRARIES PROVIDES A VARIETY OF RESOURCES TO SUPPORT TEACHING AND LEARNING AND INCREASE ACCESS TO INFORMATION IN THE PHILADELPHIA COMMUNITY. IN 2021, THE LIBRARIES WELCOMED SAMANTHA HILL AS INAUGURAL CURATOR FOR CIVIC ENGAGEMENT. HILL NOW WORKS WITH COMMUNITIES IN AND AROUND THE CITY OF PHILADELPHIA TO PRESERVE AND PROVIDE ACCESS TO CULTURAL HERITAGE. SHE WORKS IN A POST-CUSTODIAL MODEL, WHERE THE ARTIFACTS OF MEMORY ARE NOT EXTRACTED FROM THE COMMUNITIES THAT CREATE AND NURTURE THEM, BUT RATHER PENN'S EXPERIENCE IN PROCESSING, PRESERVING, DIGITIZING, AND PROVIDING ACCESS TO SUCH MATERIAL MIGHT HELP ADVANCE THE GOALS OF THOSE COMMUNITIES WHILE PROMOTING RESEARCH AND TEACHING. HTTPS://WWW.LIBRARY.UPENN.EDU/BLOGS/LIBRARIES-NEWS/PENN-LIBRARIES-WELCOMES -NEW-CURATOR-CIVIC-ENGAGEMENT-SAMANTHA-HILL OVER THE PAST SIX YEARS, IN PARTNERSHIP WITH THE WEST PHILADELPHIA ALLIANCE FOR CHILDREN (WEPAC), THE PENN LIBRARIES COMMUNITY ENGAGEMENT TEAM HAS BEEN WORKING TO REOPEN SCHOOL LIBRARIES IN THE SCHOOL DISTRICT OF PHILADELPHIA. IN 2021, THESE EFFORTS LED OUR TEAM OF SIXTEEN UNIVERSITY OF PENNSYLVANIA STUDENTS TO DEVELOP THE "MIRRORS COLLECTION," A LIST OF ILLUSTRATED CHILDREN'S BOOKS CHOSEN AND REVIEWED ESPECIALLY FOR THESE LIBRARIES AND THEIR DIVERSE STUDENT POPULATIONS. THIS CURATED COLLECTION WILL HELP INFORM SCHOOL LIBRARY COLLECTION DEVELOPMENT EFFORTS AND WILL REMAIN RESPONSIVE TO CHANGING CURRICULUMS AND SCHOOL NEEDS. HTTPS://WEPAC.ORG/ HTTPS://WWW.LIBRARY.UPENN.EDU/BLOGS/LIBRARIES-NEWS/READERS-OFTEN-SEEK-THEI R-MIRRORS-BOOKS-BUILDING-ILLUSTRATED-CHILDRENS-BOOK OUR BIOMEDICAL LIBRARIANS REGULARLY CONTRIBUTE TO LOCAL, NATIONAL, AND INTERNATIONAL PUBLIC HEALTH PROJECTS. FOR EXAMPLE, PENN LIBRARIES NURSING LIBRARIAN RICHARD JAMES PARTICIPATED ON THE PENN PUBLIC HEALTH COVID RESPONSE TEAM, WHICH LAST SPRING DEVELOPED A VARIETY OF PUBLIC HEALTH MESSAGING RESOURCES BASED ON CONSUMER HEALTH BEST PRACTICES AND BEST AVAILABLE EVIDENCE AROUND SOCIAL DISTANCING AND MASK-WEARING. DURING THE SUMMER, THAT TEAM PRODUCED A VARIETY OF INFOGRAPHICS AND VISUAL RESOURCES IN MULTIPLE LANGUAGES THAT WERE USED BY PHILADELPHIA'S DEPARTMENT OF PUBLIC HEALTH IN SOCIAL MEDIA CAMPAIGNS THAT HELPED REVIEW THE DEPARTMENT'S PUBLIC-FACING WEBSITE, ENSURING THAT THE INFORMATION WAS ACCESSIBLE AND RESPONSIVE TO THE MULTIPLE NEEDS OF VARIOUS COMMUNITIES IN THE CITY. HTTPS://WWW.FLICKR.COM/PHOTOS/CPHIUPENN/ALBUMS HTTPS://WWW.FLICKR.COM/PHOTOS/CPHIUPENN/50188649058/IN/ALBUM-7215771536271 3347/ HTTPS://WWW.FLICKR.COM/PHOTOS/CPHIUPENN/ALBUMS/72157715372469118 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 DESPITE THE PANDEMIC, THE MUSEUM CONTINUED TO SUCCESSFULLY ENGAGE A DIVERSE GROUP OF VISITORS. THE MUSEUM'S SIGNATURE K-12 OFFERING UNPACKING THE PAST BROKE NEW GROUND, OFFERING CURRICULUM BASED PROGRAMS IN ANCIENT HISTORY TO CLASSROOMS ACROSS THE COUNTRY. ALL TOGETHER OVER 17,000 STUDENTS FROM 139 DIFFERENT SCHOOLS PARTICIPATED IN THE PROGRAM. ALL THESE SCHOOLS WERE TITLE I, 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. MUSEUM EDUCATORS DELIVERED DIAL-IN AUDIO TOURS TO 10 ORGANIZATIONS FOR OVER 200 PARTICIPANTS WHO WERE UNABLE TO PARTICIPATE IN ZOOM OR OTHER VIRTUAL MEETINGS PROGRAMS. HTTPS://WWW.PENN.MUSEUM/SITES/K12/TITLE-I-SCHOOLS/UNPACKING-THE-PAST/ HTTPS://WWW.PENN.MUSEUM/EVENTS/KIDS-FAMILY/AT-HOME-ANTHROPOLOGY-LIVE IN TOTAL THE MUSEUM'S VIRTUAL PROGRAMS NOW SERVE WELL OVER 26,000 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. HTTPS://WWW.PENN.MUSEUM/SITES/K12/TRAVELING-PROGRAMS/VIRTUAL-PROGRAMS/ 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. |
| FORM 990, PART III, LINE 4A (CONT.) | ICA IS THINKING CRITICALLY ABOUT ITS ROLE, RESPONSIBILITIES, AND RESOURCES, ESPECIALLY IN LIGHT OF THE PANDEMIC AND THE DEVASTATING EFFECTS OF SYSTEMIC RACISM AND DISCRIMINATION THAT HAVE BEEN LAID BARE DURING THE PAST YEAR. ICA IS CURRENTLY WORKING ON A STRATEGIC VISIONING PROCESS CENTERED ON DIVERSITY, EQUITY, ACCESSIBILITY, AND INCLUSION (DEAI) THAT WILL REALIGN ICA'S PUBLIC ENGAGEMENT WORK TO BE MORE ACCESSIBLE AND RELEVANT TO THE COMMUNITY. THE GROUNDWORK FOR THIS INITIATIVE HAS ALREADY BEGUN WITH THE FORMATION OF IDEA@ICA, A STAFF-LED INITIATIVE FOCUSED ON STRENGTHENING INTERNAL DEAI EFFORTS THROUGH A NINE-MONTH TRAINING PROGRAM FOR ALL STAFF FOCUSED ON IMPLICIT BIAS, RACIAL LITERACY, AND CONFLICT MANAGEMENT. THIS PROGRAM WILL COVER EVERY INSTITUTIONAL FUNCTION AT THE MUSEUM, INCLUDING ITS HIRING PRACTICES, WORK CULTURE, AND PROJECT PLANNING. THE STRATEGIC VISIONING PROCESS WILL ENABLE ICA TO ASSESS THE CURRENT CULTURAL LANDSCAPE AND FACILITATE MEETINGS WITH COMMUNITY PARTNERS AND OTHER STAKEHOLDERS THROUGH A DEAI LENS. FEEDBACK RECEIVED WILL BE SYNTHESIZED TO CREATE A NEW MISSION STATEMENT AS WELL AS ACTION STEPS FOR IMPLEMENTATION. IN THIS WAY, ICA WILL EMERGE FROM THE PANDEMIC WITH AN ORGANIZATIONAL STRUCTURE CALIBRATED TO SUSTAIN A PROGRAM DRIVEN BY A REALIGNED MISSION, AS WELL AS A NETWORK OF COMMUNITY PARTNERS TO HELP EVALUATE PROGRESS. DURING FY2021, ICA PRESENTED FIVE CRITICALLY ACCLAIMED EXHIBITIONS. COMPLEMENTING THE CURATORIAL WORK, ICA PRESENTED 63 FREE PUBLIC PROGRAMS, 31 OF WHICH WERE INITIATED BY PENN ALUM, STUDENTS, OR FACULTY. 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. TYPICALLY, PENN LIVE ARTS SERVES OVER 10,000 CHILDREN IN THE PHILADELPHIA METROPOLITAN AREA PER SEASON, OFTEN PROVIDING THEIR ONLY ACCESS TO THE PERFORMING ARTS. HTTPS://PENNLIVEARTS.ORG/ HTTPS://PENNLIVEARTS.ORG/EVENTS/STUDENTDISCOVERY.PHP 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. COMBATTING COVID-19: THE COVID-19 PANDEMIC NOT ONLY IMPACTED THE DELIVERY OF PATIENT CARE, BUT ALSO PUSHED PENN MEDICINE TO CARE FOR OUR COMMUNITY IN DIFFERENT AND PROFOUND WAYS. AT PENN MEDICINE, FACULTY AND STAFF HAVE DEMONSTRATED A COMMITMENT TO SUPPORTING OUR COMMUNITY, IMPLEMENTING NEW CLINICAL PRACTICES, AND DEVELOPING TECHNOLOGY FOR COVID-19 PREVENTION AND CARE. MRNA PIONEERS INVENTED BY RESEARCHERS KATALIN KARIKO, PHD, AND DREW WEISSMAN, MD, PHD, MESSENGER RNA (MRNA) TECHNOLOGY SERVES AS THE FOUNDATION OF THE PFIZER/BIONTECH AND MODERNA COVID-19 VACCINES. THEIR WORK, DECADES IN THE MAKING, HAS LAUNCHED A NEW CHAPTER IN MEDICINE FOR ADDITIONAL MRNA VACCINES AND THERAPEUTICS WITH POTENTIAL TO TREAT AND ERADICATE COUNTLESS OTHER DISEASES. https://www.youtube.com/watch?v=DyCmhKMd148 COVID-19 CARE 357,216 VACCINES ADMINISTERED 14,000+ COVID INPATIENTS CARED FOR SINCE BEGINNING OF PANDEMIC COVID-19 RESEARCH 16 VACCINE CLINICAL TRIALS CONDUCTED 65+ CLINICAL TRIALS LAUNCHED 4,140+ SUBJECTS ENROLLED IN COVID-19 STUDIES 16,886 PEOPLE PARTICIPATED IN COVID-19 RESEARCH WITH THE PENN MEDICINE BIOBANK 68% DECREASE IN MORTALITY WHEN PATIENTS ENROLLED IN PENN'S COVID WATCH TEXT MESSAGING SYSTEM COMMUNITY VACCINATION 46 COMMUNITY VACCINE CLINICS 8,877 VACCINES DISTRIBUTED AT COMMUNITY CLINICS 3,248 HOME CARE PATIENTS WHO RECEIVED COVID VACCINES THROUGH PENN MEDICINE AT HOME 9,160+ HOMES VISITED BY THE WEST PHILADELPHIA VACCINE STREET TEAM PILOT PROGRAM CANVASSERS https://communityimpact.pennmedicine.org/vaccine-conversations-go-door-to- door-one-neighbor-at-a-time/ WHILE OUR PATIENTS WERE BEING CARED FOR, PENN MEDICINE EXPERTS EDUCATED OUR COMMUNITY VIRTUALLY IN PARTNERSHIP WITH LOCAL ELECTED OFFICIALS, TRUSTED COMMUNITY VENUES, AND LONG-TIME RESIDENTS. HONEST CONVERSATIONS ON COVID, ITS DESTRUCTION, AND IMPORTANCE OF THE VACCINE WERE HOSTED IN PUBLIC FORUMS. ADDITIONALLY, COVID INFORMATION IN PRINT AND ELECTRONIC CORRESPONDENCE WAS CREATED AND SHARED WITH OUR AREA COMMUNITY PARTNERS. AS OUR COMMUNITY SLOWLY REOPENED TO IN-PERSON GATHERINGS, PENN MEDICINE REENGAGED OUR COMMUNITY SHARING EXPERTISE AND RESOURCES AT FREE COMMUNITY EVENTS AND HEALTH FAIRS IN COVID-SAFE SETTINGS. IN ADDITION, KNOWING THAT COVID PUT MANY OF OUR PATIENTS AND IMMEDIATE COMMUNITY MEMBERS IN PRECARIOUS POSITIONS, THE CENTER FOR HEALTH EQUITY AND ADVANCEMENT IN PARTNERSHIP WITH THE DEPARTMENT OF CASE MANAGEMENT AND SOCIAL WORK CREATED THE SOCIAL NEEDS RESPONSE TEAM. ACCESSIBLE BY A TOLL-FREE NUMBER, THE TEAM ASSISTS PEOPLE EXPERIENCING DISTRESS, HAVING SAFETY CONCERNS FOR THEMSELVES OR OTHERS, OR SEEKING IMMEDIATE SOCIAL NEEDS SUCH AS WHERE TO FIND COMMUNITY RESOURCES FOR HOUSING, TRANSPORTATION, OR FOOD SECURITY. HTTP://WWW.UPHS.UPENN.EDU/NEWS/ https://www.pennmedicine.org/about/serving-our-community/covid-community-s afety-guide https://www.pennmedicine.org/about/serving-our-community/community-events https://www.pennmedicine.org/news/internal-newsletters/system-news/2020/au gust/just-a-phone-call-away DISTRIBUTE FEDERAL COVID RELIEF FUNDS AS DIRECT STUDENT GRANTS THE UNIVERSITY OF PENNSYLVANIA IS UTILIZING FEDERAL COVID RELIEF FUNDS TO LAUNCH A NEW FUNDING INITIATIVE TODAY FOR STUDENTS ENROLLED IN THE 2021-22 ACADEMIC YEAR. THESE HIGHER EDUCATION EMERGENCY RELIEF FUNDS (HEERF) ARE PART OF THE $40.5 MILLION IN TOTAL FUNDING FROM THE CORONAVIRUS RESPONSE AND RELIEF SUPPLEMENTAL APPROPRIATIONS ACT (CRRAA) AND THE AMERICAN RESCUE PLAN (ARP). PENN IS USING 100% OF THIS FUNDING ON DIRECT GRANTS TO UNDERGRADUATE AND GRADUATE STUDENTS WITH FINANCIAL NEED AND ON STUDENT PUBLIC HEALTH INITIATIVES RELATED TO COVID-19. SUPPORT TO COMMUNITIES, SMALL BUSINESSES AND WORKFORCE IMPACTED BY COVID-19 BEGINNING IN MARCH 2020, AND OVER ENSUING MONTHS, PENN VOLUNTARILY CONTRIBUTED $4 MILLION TO PROVIDE FINANCIAL SUPPORT TO THE PHL COVID-19 FUND, EMERGENCY ASSISTANCE FOR ELIGIBLE PENN EMPLOYEES AND THIRD-PARTY CONTRACT WORKERS AND RESOURCES FOR INDEPENDENTLY OWNED SMALL BUSINESSES IN UNIVERSITY CITY. THE PHL COVID-19 FUND, FOUNDED BY THE CITY OF PHILADELPHIA, THE PHILADELPHIA FOUNDATION AND UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NEW JERSEY, RAISES AND DISTRIBUTES MONEY IN SUPPORT OF LOCAL NON-PROFIT SOCIAL SERVICES AGENCIES. EMERGENCY FUND FOR GRANTS TO ASSIST PENN EMPLOYEES AND CONTRACT WORKERS PENN CREATED AN EMERGENCY FUND FOR DISTRIBUTING GRANTS TO ITS FULL-TIME AND PART-TIME EMPLOYEES, AS WELL AS CERTAIN THIRD-PARTY, NON-DINING-RELATED CONTRACT WORKERS IN NEED OF EMERGENCY ASSISTANCE. ELIGIBLE APPLICANTS WHO EARN AT OR BELOW $70,000 CAN RECEIVE A TAX-FREE GRANT UP TO $1,500. THESE GRANTS ASSISTED PENN EMPLOYEES AND THIRD-PARTY CONTRACT WORKERS WHO ARE ADVERSELY AFFECTED BY THE ECONOMIC DOWNTURN CREATED BY THE COVD-19 CRISIS. PENN IS ALSO EVALUATING WAYS TO ACCEPT DONATIONS FROM INTERESTED MEMBERS OF THE PENN COMMUNITY, AS WELL AS THIRD-PARTY CONTRACTORS, WHO WANT TO SUPPORT THIS EFFORT. SUPPORT FOR UNIVERSITY CITY RETAILERS AND NEIGHBORHOOD BUSINESSES THROUGH A PARTNERSHIP WITH THE UNIVERSITY CITY DISTRICT (UCD), PENN PROVIDED MONETARY ASSISTANCE COUPLED WITH UCD'S TECHNICAL ASSISTANCE TO INDEPENDENTLY OWNED UNIVERSITY CITY-LOCATED BUSINESSES NEGATIVELY IMPACTED BY THE PANDEMIC. ALL OF PENN'S ADDITIONAL FUNDS WILL BE DISTRIBUTED TO INDEPENDENTLY OWNED RETAILERS AND RESTAURANTS LOCATED IN THE UNIVERSITY CITY DISTRICT BOUNDARIES THAT HAVE BEEN IN BUSINESS FOR AT LEAST 12 MONTHS AS OF MARCH 1, 2020. THE GRANTS, BETWEEN $1,000 AND $5,000, ARE TO HELP OPERATORS STAY AFLOAT IN ADVANCE OF CARES ACT STIMULUS FUNDING. |
| FORM 990, PART III, LINE 4B | IV. PATIENT CARE THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), THE FLAGSHIP OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S SIX HOSPITALS, WAS ESTABLISHED IN 1874 AS A TEACHING HOSPITAL TO COMPLEMENT THE MEDICAL EDUCATION RECEIVED BY STUDENTS AT THE UNIVERSITY OF PENNSYLVANIA'S MEDICAL SCHOOL, THE PERELMAN SCHOOL OF MEDICINE. IT HAS 28 BASIC AND CLINICAL DEPARTMENTS. MAJOR AREAS OF INVESTIGATION INCLUDE HEART DISEASE, CANCER, AND DISEASES OF AGING INCLUDING ALZHEIMER'S DISEASE, WOMEN'S HEALTH, DIABETES AND OBESITY. THE HEALTH SYSTEM, WITH 3,220 LICENSED HOSPITAL BEDS, IS A VALUED HEALTH-CARE RESOURCE, ESPECIALLY TO PEOPLE RESIDING IN THE GREATER PHILADELPHIA AREA, LANCASTER COUNTY, PENNSYLVANIA, AND CENTRAL AND SOUTHERN NEW JERSEY. DURING THE COURSE OF A YEAR, IT ADMITS OVER 129,000 PATIENTS AND ACCOUNTS FOR NEARLY 5.6 MILLION OUTPATIENT VISITS, MORE THAN 337,000 EMERGENCY ROOM VISITS AND MORE THAN 18,200 BIRTHS. HUP IS THE ONLY HOSPITAL IN THIS AREA THAT PERFORMS TRANSPLANTS OF ALL MAJOR ORGANS. PENN MEDICINE'S LEVEL 1 TRAUMA CENTER, WHICH OPERATES AROUND THE CLOCK TO CARE FOR PATIENTS WHO'VE BEEN CRITICALLY INJURED IN CAR ACCIDENTS, FALLS, AND THROUGH BLUNT AND PENETRATING TRAUMAS, LOCATED AT PENN PRESBYTERIAN MEDICAL CENTER CARES FOR MORE THAN 2,100 PATIENTS ANNUALLY, SEVERAL HUNDRED OF WHOM ARE TRANSFERRED FROM OTHER HOSPITALS VIA THE FLEET OF PENNSTAR MEDICAL HELICOPTERS AND GROUND AMBULANCES. BOTH HUP AND PENN PRESBYTERIAN MEDICAL CENTER ALSO CARE FOR A LARGE NUMBER OF PATIENTS WHO ARE TRANSFERRED HERE WITH TIME-SENSITIVE CARDIAC AND SURGICAL EMERGENCIES. IN KEEPING WITH ITS CHARITABLE PURPOSE, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) (WHICH INCLUDES THE HUP AND CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA (CPUP) DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA), AS WELL AS CERTAIN AFFILIATES, ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. THIS DEFINITION INCLUDES THOSE PATIENTS SUFFERING FROM A MEDICAL CONDITION MANIFESTING ITSELF BY ACUTE SYMPTOMS OF SUFFICIENT SEVERITY (INCLUDING SEVERE PAIN) SUCH THAT THE ABSENCE OF IMMEDIATE MEDICAL ATTENTION COULD REASONABLY BE EXPECTED TO RESULT IN (1) PLACING THE HEALTH OF THE INDIVIDUAL (OR, WITH RESPECT TO A PREGNANT WOMAN, THE HEALTH OF THE WOMAN OR HER UNBORN CHILD) IN SERIOUS JEOPARDY, OR (2) SERIOUS IMPAIRMENT TO BODILY FUNCTIONS. 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. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE THEY PROVIDE. THESE RECORDS INCLUDE THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. HTTPS://WWW.PENNMEDICINE.ORG/FOR-PATIENTS-AND-VISITORS/PATIENT-INFORMATION /INSURANCE-AND-BILLING/FINANCIAL-ASSISTANCE UPHS IS A VITAL SAFETY-NET PROVIDER CARING FOR SOME OF OUR COMMUNITY'S MOST VULNERABLE PATIENTS. IN FY2021, UPHS PROVIDED $324 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, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, IN COLLABORATION WITH OTHER, REGIONAL HEALTH SYSTEMS, COMPLETED ITS THIRD COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO IDENTIFY THE MOST PRESSING HEALTH NEEDS IN THE SERVICE AREA AND DETERMINE HOW BEST TO ADDRESS THOSE NEEDS. IN 2019, PENNSYLVANIA HOSPITAL, PENN PRESBYTERIAN MEDICAL CENTER, AND THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA CONDUCTED A JOINT CHNA DUE TO THEIR SIMILAR SERVICE AREAS. CHESTER COUNTY HOSPITAL AND LANCASTER GENERAL HOSPITAL CONDUCTED CHNAS FOR THEIR RESPECTIVE COMMUNITIES. PRINCETON MEDICAL CENTER'S CHNA WAS COMPLETED IN 2018. THROUGH QUANTITATIVE AND QUALITATIVE RESEARCH, ALONG WITH FEEDBACK FROM THE COMMUNITY AND KEY STAKEHOLDERS INCLUDING CLINICAL LEADERSHIP, HOSPITAL PATIENT ADVISORY GROUPS, EMPLOYEES, AND OTHERS, THE HEALTH NEEDS OF THE RESPECTIVE HOSPITALS' COMMUNITIES WERE ASSESSED AND STRATEGIC IMPLEMENTATION PLANS WERE DEVELOPED. CHESTER COUNTY HOSPITAL CHNA AND IMPLEMENTATION PLAN LINK: HTTPS://WWW.CHESTERCOUNTYHOSPITAL.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSM ENT. LANCASTER GENERAL HOSPITAL CHNA AND IMPLEMENTATION PLAN LINK: HTTPS://WWW.LANCASTERGENERALHEALTH.ORG/ABOUT-LANCASTER-GENERAL-HEALTH/CARI NG-FOR-OUR-COMMUNITY/NEEDS-ASSESSMENT-AND-IMPROVEMENT-PLAN. PRINCETON MEDICAL CENTER CHNA AND IMPLEMENTATION PLAN LINK: HTTPS://WWW.PRINCETONHCS.ORG/COMMUNITY HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PENNSYLVANIA HOSPITAL, AND PENN PRESBYTERIAN MEDICAL CENTER CHNA AND IMPLEMENTATION PLAN LINK: HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/SERVING-OUR-COMMUNITY/REPORTS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM OPERATES EMERGENCY ROOMS OPEN TO THE PUBLIC 24 HOURS A DAY, 7 DAYS A WEEK; MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES; PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS STUDENTS AND MEDICAL PERSONNEL; FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION; AND PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS PROVIDING BASIC MEDICAL CARE FOR THE HOMELESS, TREATING OF CHRONIC DISEASE FOR LOW-INCOME RESIDENTS, AND PROVIDING WOMEN'S HEALTH SERVICES TO UNINSURED AND LOW-INCOME WOMEN OF ALL AGES; SCREENINGS FOR THE DETECTION OF BREAST, COLORECTAL, AND SKIN CANCER, CANCER SUPPORT GROUPS, A TOLL FREE NUMBER FOR CANCER INFORMATION, FREE IMMUNIZATION SHOTS, TRAINING PROGRAMS FOR THE CITY FIRE AND POLICE DEPARTMENTS, HEALTH EDUCATION CLASSES AND SPEECHES. DESPITE WELL-INTENTIONED PROVIDERS AND ADVANCEMENTS IN MEDICINE, HEALTH AND HEALTHCARE DISPARITIES PERSIST TODAY. WHILE DISPARITIES ARE OFTEN VIEWED THROUGH THE LENS OF RACE AND ETHNICITY, THEY CAN OCCUR ACROSS MANY DIMENSIONS INCLUDING SOCIOECONOMIC STATUS, AGE, GEOGRAPHY (NEIGHBORHOOD), GENDER IDENTITY, SEXUAL ORIENTATION, DISABILITY STATUS, RELIGIOUS AFFILIATION, PRIMARY LANGUAGE, AND/OR MENTAL HEALTH STATUS. TO ENSURE THAT PENN MEDICINE WILL CONTINUE TO GROW AND INVEST IN THIS PRIORITY AREA, THE CENTER FOR HEALTH EQUITY ADVANCEMENT (CHEA) WAS FOUNDED. CHEA IS THE CORNERSTONE FOR ADVANCING HIGH QUALITY PATIENT/FAMILY-CENTERED CARE FOR ALL, REGARDLESS OF THEIR PERSONAL CHARACTERISTICS, SUPPORTS COMMUNITY PARTNERSHIPS TO TACKLE BARRIERS TO ACHIEVING OPTIMAL HEALTH FOR ALL COMMUNITIES WE SERVE, AND AIMS TO PROVIDE 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- REDEFINING HOW WE DELIVER CARE TO ENSURE IT MEETS THE NEEDS OF ALL PATIENTS IRRESPECTIVE OF HOW THEY DEFINE THEMSELVES. COMMUNITY ENGAGEMENT- ENGAGING COMMUNITY STAKEHOLDERS TO DEVELOP AND IMPLEMENT DATA-DRIVEN INTERVENTIONS THAT ADDRESS THE COMMUNITY- AND POPULATION-LEVEL BARRIERS TO RECEIVING HIGH-QUALITY HEALTH CARE AND ACHIEVING OPTIMAL HEALTH. WORKFORCE- CREATING A DIVERSE WORKFORCE THAT REFLECTS THE POPULATIONS WE SERVE THROUGH A STRATEGIC FOCUS ON BUILDING ENVIRONMENTS AND POLICIES THAT ARE INCLUSIVE AND RESPECT ALL CULTURES AND BACKGROUNDS. RESEARCH AND EVALUATION- CREATING THE EVIDENCE-BASE FOR HOW HEALTH SYSTEMS ACHIEVE EQUITABLE CARE AND INCLUSIVE CLINICAL, WORKING, AND LEARNING ENVIRONMENTS. EDUCATION AND TRAINING- EMPOWERING STAKEHOLDERS ACROSS THE ENTERPRISE AND ACROSS ALL LEVELS OF THEIR CAREERS WITH THE CORE CONCEPTS AND SKILLS NEEDED TO ADVANCE EQUITY WITHIN THEIR AREA OF WORK OR LEARNING. HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/PROVIDING-QUALITY-CARE/PENN-MEDICINE-CE NTER-FOR-HEALTH-EQUITY-ADVANCEMENT THE PENN MEDICINE CARES PROGRAM AWARDS GRANTS UP TO $2,000 PER PROJECT TO COMMUNITY- BASED PROGRAMS ON BEHALF OF EMPLOYEES AND STUDENTS WHO VOLUNTEER THEIR TIME AND EFFORT AT THE INITIATIVES. BY FUNDING THESE PROGRAMS OUR EMPLOYEES AND STUDENTS CARE ABOUT DEEPLY, PENN MEDICINE CARES DOLLARS HELPED SUPPLY HEALTH SERVICES, FOOD, MEDICINE, CLOTHING, EMPLOYMENT SERVICES, AND PLACES TO LIVE FOR THOUSANDS OF UNDERSERVED PHILADELPHIANS EVERY YEAR. SINCE THE FIRST ROUND OF RECIPIENTS WAS ANNOUNCED IN JANUARY 2012 AND TO THE END OF FY2021, PENN MEDICINE HAS SUPPORTED OVER 750 SERVICE PROJECTS WITH OVER $760,000 IN FUNDING. HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/SERVING-OUR-COMMUNITY |
| FORM 990, PART III, LINE 4B (CONT.) | ADDITIONALLY, BELOW ARE SOME EXPANDED PROGRAM DESCRIPTIONS FOR A SMALL NUMBER OF THE MANY COMMUNITY CARE INITIATIVES UNDERWAY AT PENN MEDICINE: - COMMUNITY MEDICINE ROTATION: DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH'S (DFMCH) COMMUNITY MEDICINE ROTATION FOR FAMILY MEDICINE (FM) RESIDENTS: THE DFMCH TRAINING PROGRAM STRESSES COMMUNITY SERVICE AND COMMUNITY ENGAGEMENT. DFMCH BELIEVES THAT COMMUNITY-BASED EXPERIENCES ARE CRITICAL IN THE DEVELOPMENT OF FUTURE PHYSICIANS WHO RECOGNIZE THE POWERFUL EFFECTS THAT ENVIRONMENT AND SOCIOECONOMIC STATUS HAVE ON HEALTH QUALITY. THE DFMCH'S TRAINING PROGRAM IS A MODEL FOR DEVELOPING THE NEXT GENERATION OF PRIMARY CARE PROVIDERS TRAINED TO MITIGATE HEALTH DISPARITIES AND TO SERVE AS ADVOCATES FOR OUR COMMUNITY. RESIDENTS ROTATE THROUGH A SERIES OF COMMUNITY PARTNERSHIPS PROVIDING CONTINUITY IN SERVICE PROVISION FOR THREE COMMUNITY-BASED SERVICE AGENCIES (UNITED COMMUNITY CLINICS, UNITY HEALTH CLINIC, AND PREVENTION POINT PHILADELPHIA). FOR UNITED COMMUNITY CLINICS (UCC), FM RESIDENTS PARTICIPATE EVERY WEEK, SUPERVISING MEDICAL STUDENTS AT THIS FREE HEALTH CLINIC COORDINATED BY UNIVERSITY OF PENNSYLVANIA STUDENTS FROM THE SCHOOLS OF MEDICINE, NURSING, AND SOCIAL WORK. DFMCH FM RESIDENTS ARE THE ONLY PEDIATRIC (AND ADULT) PROVIDERS WHO SUPERVISE THE MEDICAL STUDENTS AT UCC. DFMCH FM RESIDENTS ALSO HAVE LEADERSHIP ROLES LONGITUDINALLY IN UCC'S HYPERTENSION CLINIC PROVIDING CONTINUITY CARE FOR A COHORT OF UCC PATIENTS WITH HYPERTENSION. THE UNITY HEALTH CLINIC IS A FREE CLINIC THAT PRIMARILY SERVES UNINSURED INDONESIAN IMMIGRANTS OF CHINESE DESCENT. THIS UNDERSERVED, POPULATION STRUGGLES WITH HEALTH DISPARITIES INCLUDING INCREASED RATES OF WORK-RELATED INJURIES, SMOKING, DIABETES, AND GASTRO-INTESTINAL CANCERS. UNITY PARTNERS WITH THE UNIVERSITY OF PENNSYLVANIA'S DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH TO PROVIDE FREE ACUTE, CHRONIC, AND PREVENTIVE MEDICAL CARE TO THIS HIGH-RISK AND UNDERSERVED POPULATION. UNITY IS STAFFED BY PENN MEDICINE FACULTY, FAMILY MEDICINE RESIDENTS, AND MEDICAL STUDENTS FROM THE ASIAN AND PACIFIC AMERICAN MEDICAL STUDENT ASSOCIATION. LEARNERS COULD EXPERIENCE A ONE-OF-A-KIND OPPORTUNITY TO WORK HAND IN HAND WITH MEDICAL TRANSLATORS; DISCOVER HOW DIFFERENT CULTURAL BACKGROUNDS AFFECT PATIENT PERCEPTIONS OF HEALTH AND MEDICINE; AND SERVE A MOTIVATED AND UNDER-SERVED COMMUNITY OFTEN OVERLOOKED IN PUBLIC HEALTH INITIATIVES. IN 2018 UNITY PROVIDED VISITS AND IMMUNIZATIONS THROUGHOUT THE YEAR WHICH INCLUDES THE FLU, TDAP AND THE TWINRIX. DFMCH FM RESIDENTS ALSO PROVIDE CONTINUITY SUPPORT FOR PREVENTION POINT PHILADELPHIA (PPP). THE MISSION OF PPP IS TO REDUCE THE HARM ASSOCIATED WITH SUBSTANCE USE AND SEX INDUSTRY WORK BY PROMOTING HEALTH, EMPOWERMENT AND SAFETY WHILE ADVOCATING FOR HUMANE PUBLIC POLICIES AND PROGRAMS. DFMCH FM FACULTY CONTRIBUTE TO THE SUPERVISION OF RESIDENTS PROVIDING CLINICAL SUPPORT FOR PPP HARM REDUCTION PROGRAMS THROUGH THEIR NEEDLE-EXCHANGE PROGRAM AND THE STREETSIDE HEALTH PROJECT (SHP). THE SHP PARTNERS WITH THE UNIVERSITY OF PENNSYLVANIA'S DFMCH TO PROVIDE FREE ACUTE, CHRONIC, AND PREVENTIVE MEDICAL CARE TO CLIENTS OF ALL BACKGROUNDS. THE SHP HAS A SPECIAL FOCUS ON LINKING PEOPLE TO MEDICAL INSURANCE, PRIMARY CARE, AND SPECIALTY CARE (PARTICULARLY CARE FOR HIV AND HCV). ADDITIONAL PROGRAMING FOR DFMCH FM RESIDENTS INCLUDES SUPPORT FOR HEALTH PROMOTION WORK IN THREE WEST-PHILADELPHIA ELEMENTARY SCHOOLS; THE WALK-WITH-A-DOC PROGRAM AT THE SAYRE HEALTH CENTER; DFMCH HOME VISITATION AND HIGH-COST, HIGH-NEED PATIENT PROGRAMMING, ROTATION WITH TWO COLLABORATING FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS) AS WELL AS A COHORT OF RESIDENTS WHO PROVIDE PRENATAL CARE AT A THIRD FQHC; DFMCH'S LESBIAN, GAY, BI-SEXUAL, AND TRANSGENDER (LGBT) CARE PROGRAMMING. DFMCH FACULTY DIRECT A POPULAR ELECTIVE FOR MEDICAL STUDENTS (FM326) AND RESIDENTS IN OTHER DEPARTMENTS SEEKING ADDITIONAL OPPORTUNITIES TO TRAIN AND DEVELOP COMMUNITY-MEDICINE-RELATED SKILLS WHERE LEARNERS ARE PAIRED WITH DFMCH FM RESIDENTS ROTATING ON THEIR COMMUNITY MEDICINE ROTATION. HTTPS://WWW.PENNMEDICINE.ORG/DEPARTMENTS-AND-CENTERS/FAMILY-MEDICINE- AND-COMMUNITY-HEALTH/COMMUNITY-INITIATIVES/RESIDENCY-COMMUNITY-INITIATIVES - THE LUDMIR CENTER FOR WOMEN'S HEALTH (LCWH) IS AN AMBULATORY HEALTHCARE FACILITY THAT SPECIALIZES IN THE PROVISION OF OBSTETRICAL, GYNECOLOGIC, AND REPRODUCTIVE HEALTH SERVICES. LCWH PROVIDES QUALITY MEDICAL CARE TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. MOST PATIENTS HAVE LOW TO MODERATE INCOMES. AS A COMMUNITY-BASED PRACTICE, LCWH OFFERS MORE THAN TRADITIONAL MEDICAL SERVICES. LCWH EMPLOYS A FULL-TIME SOCIAL WORKER WHO PROVIDES PSYCHOSOCIAL SUPPORT SERVICES. ADDITIONALLY, LCWH ADDRESSES SOME OF THE DIVERSE NEEDS OF ITS PATIENTS AND THEIR PARTNERS THROUGH THE FOLLOWING SERVICES AND PROGRAMS: > LATINA COMMUNITY HEALTH SERVICES (LCHS) IS AN INNOVATIVE PROGRAM THAT OFFERS PRENATAL AND GYNECOLOGIC SERVICES TO WOMEN WHO ARE UNABLE TO OBTAIN MEDICAL INSURANCE. IT IS FUNDED BY GRANTS AND CONTRIBUTIONS AND STAFFED BY PHYSICIANS, A NURSE PRACTITIONER, MEDICAL ASSISTANT, AND PATIENT SERVICES COORDINATOR FROM PENN MEDICINE MEDICAL GROUP OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. LCHS ALSO PARTNERS WITH OTHER ENTITIES SUCH AS PENNSYLVANIA HOSPITAL'S DIABETES EDUCATION CENTER AND WOMEN'S SERVICES DEPARTMENT AS WELL AS COMMUNITY ORGANIZATIONS INCLUDING CASA DEL CARMEN AND HEALTH PROMOTIONS COUNCIL. THESE SERVICES INCLUDE INDIVIDUAL DIABETIC TEACHING, INFANT FEEDING CLASSES, FAMILY SERVICES AND HEALTHCARE NAVIGATION ASSISTANCE. > CHILDBIRTH EDUCATION CLASSES ARE TAUGHT BY LCWH REGISTERED NURSES WHO HAVE ALSO EARNED CHILDBIRTH EDUCATOR CERTIFICATION. THE CLASSES COVER SUCH TOPICS AS: WHAT TO EXPECT FROM AND HOW TO RECOGNIZE LABOR, RELAXATION TECHNIQUES AND MEDICAL OPTIONS FOR PAIN RELIEF IN LABOR, THE IMPORTANCE OF POST-PARTUM CARE, AND EARLY INFANT CARE/DEVELOPMENT. > MALE PARTNERS SERVICES: THE MALE PARTNERS OF LCWH FEMALE PATIENTS WHO TESTED POSITIVE FOR A SEXUALLY TRANSMITTED INFECTION ARE ABLE TO RECEIVE TREATMENT THROUGH THIS SENSITIVE AND CONFIDENTIAL SERVICE. > BREAST AND CERVICAL CANCER EARLY DETECTION PROGRAM IS A PENNSYLVANIA STATE-FUNDED PROGRAM THAT PROVIDES FREE CERVICAL CANCER AND BREAST SCREENINGS (INCLUDING PELVIC EXAMINATIONS, CLINICAL BREAST EXAMINATIONS, AND PAP SMEAR TESTING AND DIAGNOSTIC SERVICES) TO UNINSURED WOMEN BETWEEN THE AGES 21-64. > TOBACCO SMOKING CESSATION IS OFFERED IN THE EFFORT TO DECREASE TOBACCO SMOKING RATES AMONG PREGNANT WOMEN AND MOTHERS. EACH LCWH NURSE IS CERTIFIED BY THE HEALTH FEDERATION OF PHILADELPHIA IN PARTNERSHIP WITH THE PHILADELPHIA DEPARTMENT OF HEALTH TO PROVIDE COUNSELING ON SMOKING CESSATION AND REDUCTION IN EXPOSURE TO ENVIRONMENTAL SMOKE. - DICKENS CENTER FOR WOMEN'S HEALTH: THE HELEN O. DICKENS CENTER FOR WOMEN IN THE DEPARTMENT OF OBSTETRICS AND GYNECOLOGY IS COMMITTED TO PROVIDING PERSONALIZED CARE TO WOMEN OF ALL AGES, FULFILLING PENN MEDICINE'S PHILOSOPHY OF SERVING THE COMMUNITY. DR. DICKENS WAS THE FIRST FEMALE AFRICAN AMERICAN DOCTOR TO BECOME BOARD CERTIFIED IN OBSTETRICS AND GYNECOLOGY IN PHILADELPHIA AS WELL AS THE FIRST TO BE NAMED A FELLOW OF THE AMERICAN COLLEGE OF SURGEONS. SHE WORKED TO EDUCATE YOUNG WOMEN ABOUT THEIR REPRODUCTIVE HEALTH IN ORDER TO REDUCE THE INCIDENCE OF TEEN PREGNANCY AND SEXUALLY TRANSMITTED DISEASES. THE DICKENS CENTER SERVES MAINLY MEDICARE, MEDICAID, AND UNINSURED PATIENTS. PENN MEDICINE OFFERS UNCOMPENSATED AND UNDERCOMPENSATED CARE FOR THOSE WHO QUALIFY, BASED ON FINANCIAL COUNSELING. THE CENTER OFFERS PRENATAL CARE, GYNECOLOGY, AND COLPOSCOPY SERVICES. THE CENTER HAS ESTABLISHED WORKING RELATIONSHIPS AND PROGRAMS WITH CITY AND COMMUNITY AGENCIES, STATE-FUNDED PROGRAMS, AND MANAGED CARE ORGANIZATIONS, TO ENSURE THAT WOMEN HAVE ACCESS TO THE SERVICES THAT FIT THEIR EDUCATIONAL, FINANCIAL, AND PSYCHOSOCIAL NEEDS. THE CENTER ALSO PROVIDES CARE AT THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH'S HEALTH CENTER 3 AND OFFERS CONSULTATIONS AND CARE FOR WOMEN WITH COMPLEX MEDICAL AND OBSTETRIC CONDITIONS OR FETAL ANOMALIES. THE CENTER'S INTEGRATED HIGH-RISK PROGRAM COMBINES CARE COORDINATORS, PHYSICIANS AND NURSE PRACTITIONERS ALLOWING US TO PROVIDE A UNIQUE LEVEL OF CONTINUITY FOR OUR PATIENTS. - THE HEART SAFE MOTHERHOOD PROGRAM: FOR WOMEN THAT HAVE BEEN DIAGNOSED WITH PREECLAMPSIA DURING THEIR PREGNANCY, CLINICAL RECOMMENDATIONS ENCOURAGE NEW MOMS TO SCHEDULE A FOLLOW-UP VISIT WITH THEIR DOCTOR WITHIN A WEEK OF DELIVERY TO HAVE THEIR BLOOD PRESSURE CHECKED. FOR MANY WOMEN, COMING TO THE OFFICE AFTER HAVING A NEWBORN IS DIFFICULT FOR A VARIETY OF REASONS. THIS PROGRAM IS A FIRST-OF-ITS-KIND TEXT-MESSAGE BASED PROGRAM THAT MAKES POSTPARTUM BLOOD PRESSURE MONITORING MORE CONVENIENT FOR WOMEN DIAGNOSED WITH PREECLAMPSIA AND OTHER BLOOD PRESSURE DISORDERS DURING PREGNANCY AND PROMOTES COMMUNICATION WITH THEIR CARE TEAM WITHOUT VISITING A DOCTOR'S OFFICE. |
| FORM 990, PART III, LINE 4B (CONT.) | - PUENTES DE SALUD/BRIDGES OF HEALTH, A NONPROFIT ORGANIZATION VOLUNTARILY STAFFED BY PENN MEDICINE DOCTORS, NURSES, AND MEDICAL STUDENTS, PROVIDES LOW-COST PRIMARY CARE TO UNDOCUMENTED AND UNINSURED LATINO IMMIGRANTS. IT WAS ESTABLISHED IN 2002 BY A PENN EMERGENCY MEDICINE PHYSICIAN WHO OVERSEES THE PROGRAM ON A VOLUNTEER BASIS. PUENTES HAS GROWN TO INCLUDE SERVICES BY STUDENTS FROM PENN'S SCHOOLS OF SOCIAL POLICY & PRACTICE, LAW, AND DENTAL MEDICINE -- AS WELL AS STUDENTS FROM OTHER AREA UNIVERSITIES AND HOSPITALS. TRAINED PROMOTORAS DE SALUD/HEALTH PROMOTERS FROM THE COMMUNITY ESCORT PATIENTS TO THEIR VISITS AND ENSURE COMPLIANCE WITH THEIR HEALTH CARE MANAGEMENT PLANS. MORE RECENTLY, THE ORGANIZATION EXPANDED TO INCLUDE PUENTES HACIA EL FUTURO, AN AFTER-SCHOOL PROGRAM FOR ELEMENTARY SCHOOL STUDENTS, WHICH NOW INCLUDES MORE THAN 100 VOLUNTEER TUTORS FROM PENN AND AREA COLLEGES. HTTP://WWW.PUENTESDESALUD.ORG/ - THE PENN ASIAN HEALTH INITIATIVES (PAHI) IS STAFFED BY PENN MEDICINE FACULTY, FAMILY MEDICINE RESIDENTS, AND MEDICAL STUDENTS FROM THE ASIAN AND PACIFIC AMERICAN MEDICAL STUDENT ASSOCIATION. PAHI IS BASED IN THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH. IT PROVIDES PRIMARY HEALTH CARE SERVICES, INCLUDING TESTING, TREATMENT, AND EDUCATION, TO LOW INCOME ASIAN IMMIGRANTS, MOSTLY NON-ENGLISH-SPEAKING INDONESIAN AND VIETNAMESE PATIENTS. THE PROGRAM'S ASIAN PHYSICIANS ALSO MENTOR PENN'S ASIAN MEDICAL STUDENTS, UNDERGRADUATES, AND PUBLIC-HEALTH GRADUATE STUDENTS. HTTPS://WWW.PENNMEDICINE.ORG/DEPARTMENTS-AND-CENTERS/FAMILY-MEDICINE-AND-C OMMUNITY-HEALTH/COMMUNITY-INITIATIVES/COMMUNITY-PARTNERSHIPS - PENN MEDICINE CENTER FOR COMMUNITY HEALTH WORKERS IMPACT PROGRAM: IMPACT IS A STANDARDIZED, SCALABLE COMMUNITY HEALTH WORKER (CHW) PROGRAM IN WHICH PENN MEDICINE HIRES, TRAINS AND DEPLOYS TRUSTED LAYPEOPLE FROM LOCAL COMMUNITIES TO HELP PATIENTS ADDRESS THE SOCIAL DETERMINANTS OF HEALTH, INCLUDING ACCESSING BEHAVIORAL HEALTH, ADDRESSING SUBSTANCE ABUSE, CONNECTING TO HEALTHY FOOD, HOUSING, TRANSPORTATION, AND ENGAGING IN CHRONIC DISEASE PREVENTION. THE PROGRAM HAS BEEN DELIVERED TO NEARLY 10,000 HIGH-RISK PATIENTS AND PROVEN IN THREE RANDOMIZED CONTROLLED TRIALS TO IMPROVE CHRONIC DISEASE CONTROL, MENTAL HEALTH AND QUALITY OF CARE WHILE REDUCING TOTAL HOSPITAL DAYS BY 65%. IN ADDITION, CHWS FACILITATE MEET UP GROUPS FOR COMMUNITY MEMBERS WHICH INCLUDE THINGS LIKE COOKING DEMONSTRATIONS, FINANCIAL PLANNING, BEREAVEMENT SUPPORT ETC. (PATIENTS CHOOSE THE TOPICS, CHWS ARRANGE GUEST SPEAKERS AND FACILITATE). IMPACT ALSO SUPPORTS THE VETERAN COMMUNITY THROUGH CREATING COMMUNITY GARDENS, CONNECTING THEM TO EDISON HIGH SCHOOL TO DO MENTORING, BOWLING EVENTS, ETC.) MORE THAN 1,000 ORGANIZATIONS HAVE ACCESSED OUR CHW TOOLKIT, AND WE PROVIDE TECHNICAL ASSISTANCE TO HELP ORGANIZATIONS AROUND THE COUNTRY CREATE, LAUNCH, AND SUSTAIN EFFECTIVE CHW PROGRAMS. LINK: HTTP://CHW.UPENN.EDU/IMPACT - CUT HYPERTENSION, FOUNDED IN 2010 AND OPERATED BY PENN MEDICAL STUDENTS, PROVIDES ONSITE BLOOD PRESSURE SCREENINGS AT WEST PHILADELPHIA BARBERSHOPS. THE MEDICAL STUDENTS ENCOURAGE THIS PARTICULAR COMMUNITY TO SEEK SUSTAINED HEALTHCARE AND PROVIDE INFORMATION ON ACCESSING LOCAL PHYSICIANS. THEY ALSO DISPENSE PROVEN RECOMMENDATIONS FOR LOWERING BLOOD PRESSURE AND SEEK TO INFORM PEOPLE OF MEDICAL MISCONCEPTIONS. A KEY TO THE PROGRAM'S SUCCESS IS THAT THE SCREENINGS OCCUR IN FRIENDLY, COMMUNITY ENVIRONMENTS BEARING NO RESEMBLANCE TO A DOCTOR'S OFFICE, WHERE PATIENTS OFTEN ARE AFRAID TO SPEAK CANDIDLY OR ASK QUESTIONS. THE PROGRAM'S BIGGEST SUPPORTERS ARE THE BARBERSHOP OWNERS AND THEIR EMPLOYEES WHO NOW VIEW CUT HYPERTENSION AS AN INTEGRAL PART OF THEIR SERVICE TO THEIR CUSTOMERS. HTTPS://WWW.CUTHYPERTENSION.ORG/ - UNIVERSITY CITY HOSPITALITY COALITION (UCHC) MEDICAL CLINIC, OPENED IN 1989, IS ONE OF ELEVEN COMMUNITY-BASED HEALTH CARE INITIATIVES SUPPORTED BY MEDICAL STUDENTS AND FACULTY AT THE PERELMAN SCHOOL OF MEDICINE. AT UCHC, PENN MEDICAL STUDENTS PROVIDE FREE MEDICAL CARE, EDUCATION, AND REFERRAL SERVICES TO LOW-INCOME INDIVIDUALS AND PEOPLE EXPERIENCING HOMELESSNESS. VOLUNTEER PENN PHYSICIANS, RESIDENTS, AND PHARMACISTS DELIVER AND HELP OVERSEE CARE IN THE CLINIC. UCHC ALSO WORKS TO PROVIDE THE COMMUNITY WITH SPECIALTY CLINICS RANGING FROM PHYSICAL MEDICINE AND REHABILITATION TO THE AGNEW SURGICAL CLINIC. HTTPS://WWW.UCHCPHILADELPHIA.ORG/ - COMMUNITY-ACADEMIC PARTNERSHIPS TO INCREASE PHYSICAL ACTIVITY (CAP-IPA) AND DANCE FOR HEALTH: PENN MEDICINE FACULTY AND STAFF PARTICIPATE IN THE UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSING'S STUDENT-LED COMMUNITY CHAMPIONS PROGRAM-WHICH COMPRISES 15 INITIATIVES-BRINGS NURSING STUDENTS OUT OF THE CLASSROOM AND INTO THE GREATER PHILADELPHIA COMMUNITY TO SHARE THEIR SKILLS AND LEARN FROM THEIR EXPERIENCES. THE COMMUNITY CHAMPIONS PROGRAM IS THE VEHICLE BY WHICH THE SCHOOL OF NURSING PROMOTES HEALTHY LIFESTYLES AND PROVIDES COMMUNITY MEMBERS ACROSS THE LIFESPAN WITH HEALTH SCREENING AND INFORMATION ABOUT NUTRITION AND DIET, PHYSICAL ACTIVITY, NEWBORN CARE, BREAST CANCER AWARENESS, AND SEXUAL HEALTH. ONE PROGRAM, DANCE FOR HEALTH, IS A PROGRAM FOR ALL AGES THAT HAS ENGAGED OVER 1,000 COMMUNITY MEMBERS, FOUR SITES AND OFFERS FREE DANCE FITNESS CLASSES AIMED TO EMPOWER COMMUNITY MEMBERS. CLASSES ARE OFFERED IN CONCERT WITH LOCAL COMMUNITY ORGANIZATIONS. - THROUGH THE HEALTH SCIENCE EXPLORATION PROGRAM (HSE), MEDICAL STUDENTS, IN COLLABORATION WITH THE UNIVERSITY'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS, HELP 6TH-8TH GRADERS INTERACTIVELY EXPLORE HEALTH TOPICS RELEVANT TO THEIR COMMUNITY. THE MISSION OF HSE IS TO: > TO INCREASE HEALTH KNOWLEDGE AND SKILLS OF MIDDLE SCHOOL STUDENTS THROUGH AN ENGAGING, INTERACTIVE CURRICULUM > TO EMPOWER THESE STUDENTS TO SHARE THEIR KNOWLEDGE AND PROMOTE HEALTH WITHIN THEIR COMMUNITY > TO STRENGTHEN A COLLABORATIVE, COMMUNITY-CENTERED PARTNERSHIP BETWEEN SOUTHWEST PHILADELPHIA AND PENN > TO DIMINISH EDUCATION-RELATED DISPARITIES BY CREATING LESSONS THAT ADHERE TO STATE STANDARDS AND ARE DELIVERED WITH RESPECT AND EQUITY. - COLORECTAL CANCER SCREENING: THE FREE WEST PHILADELPHIA COLORECTAL CANCER SCREENING PROGRAM WAS STARTED BY TWO PENN PHYSICIANS TO IMPROVE COLORECTAL HEALTH AMONG AFRICAN AMERICAN RESIDENTS OF OUR COMMUNITY. A TRAINED PATIENT-NAVIGATOR HELPS PATIENTS SCHEDULE THE PROCEDURE AND UNDERSTAND THE PREPARATION PROCESS FOR COLORECTAL CANCER SCREENING. THE NAVIGATORS ALSO SUPPLY FREE PREPARATION MATERIALS AND TRANSPORTATION TO AND FROM THE PROCEDURE AND ENSURE THAT PATIENTS RECEIVE INFORMATION MATCHED TO THEIR LEVEL OF HEALTH LITERACY. PROGRAM STAFF WORK WITH COMMUNITY ORGANIZATIONS ON EDUCATING RESIDENTS ON THE IMPORTANCE OF SCREENING AND ABOUT THE PENN INITIATIVE. HTTPS://WWW.CANCER.ORG/ABOUT-US/WHAT-WE-DO/MULTICULTURAL.HTML SINCE THE PROGRAM'S INCEPTION IN 2011, OVER 1,000 PATIENTS FROM WEST, SOUTH AND SOUTHWEST PHILADELPHIA WHO PREVIOUSLY COULD NOT ACCESS COLONOSCOPY HAVE BEEN SCREENED WITH COLONOSCOPY. 42% OF THESE PATIENTS HAD AT LEAST ONE PRECANCEROUS POLYP WHICH WAS REMOVED, AND 5 PATIENTS WERE FOUND TO HAVE COLORECTAL CANCER AND HAVE RECEIVED TREATMENT AT PENN MEDICINE. THESE STATISTICS SUGGEST THAT THIS PROGRAM WILL HAVE A SIGNIFICANT IMPACT IN REDUCING THE NUMBER OF COLORECTAL CANCER CASES IN OUR COMMUNITIES. HTTPS://HEALTHCAREINNOVATION.UPENN.EDU/SOI ADDITIONALLY, TO HELP BOOST THE NUMBER OF AFRICAN AMERICANS IN PHILADELPHIA RECEIVING A COLORECTAL SCREENING, ABRAMSON CANCER CENTER HOSTED 5 DRIVE THROUGH FLU FIT EVENTS AND 1 DRIVE THROUGH COVID-19 VACCINE FIT EVENT AT COMMUNITY-BASED ORGANIZATIONS IN PHILADELPHIA FOR FY2021 WHICH TRANSLATED TO 251 BLACK PHILADELPHIANS RECEIVING A FIT. 202 FITS WERE COMPLETED OF WHICH 187 WERE NEGATIVE AND 15 WERE POSITIVE. OF THE 15 POSITIVE FITS, 10 HAVE COMPLETED A COLONOSCOPY AND THE REST ARE IN PROGRESS. OF THE 10 WHO COMPLETED A COLONOSCOPY, 7 HAD AT LEAST ONE POLYP. NO PATIENTS HAD COLORECTAL CANCER. HTTPS://COMMUNITYIMPACT.PENNMEDICINE.ORG/DRIVE-WALK-MAIL-TEXT- COLORECTAL-CANCER/ - PENN MEDICINE BREAST HEALTH INITIATIVE: IN RECOGNITION OF THE BARRIERS TO SCREENING AND TREATMENT FOR BREAST CANCER, 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 THE PROGRAM'S INCEPTION IN 2014, IT HAS PROVIDED FREE MAMMOGRAMS TO OVER 3,000 WOMEN. OVER 50% OF THE WOMEN IN THIS PROGRAM ARE LATINA AND 28% ARE AFRICAN AMERICAN; 56% DO NOT SPEAK ENGLISH. TO DATE, 66 CASES OF BREAST CANCER HAVE BEEN IDENTIFIED AND TREATED. 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, 2021, 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 PENSION & OTHER POSTRETIREMENT PLAN ADJ. $680,663,000 ------------- TOTAL $680,663,000 -------------------- |
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 | -$22,109 | $2,563,877 | TRUSTEES | |
| UNIV OF PENN USA FOUNDATION LTD | ||||||||||
| 19 NORCOTT ROAD | LONDON | ENGLAND | UK | 980387770 | CHARITY | UK | $1,718,594 | $2,736,849 | TRUSTEES | N167EJ |
| TRUSTEES OF THE UNIV OF PENN LTD | ||||||||||
| 244G ROOM 103 UB MAIN CAMPUS | GABORNE | BC | EDUCATION | BC | $0 | $0 | TRUSTEES | 00000 | ||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (49 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) |
| FRANKLIN SPECIALTY PHYSICIANS | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 232992715 | SUPPORT ORG | PA | 501(c)(3) | 12, II | PA HOSPITAL | 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 | Yes (true) |
| 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 | ||||||||||
| 1525 W WT HARRIS BLVD | CHARLOTTE | NC | 28262 | 236210940 | SUPPORT TRUST | PA | 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 ANESTHESIOLOGY FOUNDATION | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232561573 | SUPPORT ORG | PA | 501(c)(3) | 12, I | PMC | Yes (true) |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232810852 | HEALTHCARE | PA | 501(c)(3) | 3 | TRUSTEES | Yes (true) |
| PRESBYTERIAN MULTI-SPECIALTY GROUP | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232723154 | HEALTHCARE | PA | 501(c)(3) | 10 | PMC | Yes (true) |
| PRESBYTERIAN PERSONAL CARE RESIDENCE | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232294713 | HEALTHCARE | PA | 501(c)(3) | 12, I | PMC | 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) |
| SS HUEBNER FOUNDATION FOR INSURANCE EDUC | ||||||||||
| 3000 STEINBERG HALL | PHILADELPHIA | PA | 19104 | 236297325 | EDU SUPPORT | PA | 501(c)(3) | 12, I | NA | 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 | 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 (24 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 | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | CityForeignAddress/CityNm |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARI 1740 FUND | ||||||||||||||||||||
| 180 N SETSON AVE STE 5500 | CHICAGO | IL | 60601 | 320472404 | INVESTMENT | IL | TRUSTEES | EXCLUDED FROM TAX | -$13,065,565 | $87,770,145 | false | $0 | false | 0.99988 | ||||||
| CYRUS 1740 FUND LP | ||||||||||||||||||||
| 65 E 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 821211542 | INVESTMENT | NY | TRUSTEES | EXCLUDED FROM TAX | $4,201,745 | $35,728,959 | false | $3,508 | false | 0.98530 | ||||||
| CYRUS 1740 MASTER FUND LP | ||||||||||||||||||||
| 981361754 | INVESTMENT | NA | N/A | false | 89 NEXUS WAY CAMANA BAY | GR | CJ | KY1-9009 | CJ | |||||||||||
| DVG 1740 FUND LP | ||||||||||||||||||||
| ONE FAWCETT PLACE | GREENWICH | CT | 06830 | 800961539 | INVESTMENT | CT | TRUSTEES | EXCLUDED FROM TAX | $8,567,166 | $171,116,625 | false | $0 | false | 0.99398 | ||||||
| EAST MARSHALL STREET PARTNERSHIP LP | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232902742 | INVESTMENT | PA | NA | N/A | false | |||||||||||
| FERN HILL PARTNERSHIP III LP | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 300409614 | RENTAL | PA | NA | N/A | false | |||||||||||
| FERN HILL LLC | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 233005147 | RENTAL | PA | NA | N/A | false | |||||||||||
| GALLOPAVO LP | ||||||||||||||||||||
| 2000 McKINNEY AVE STE 2125 | DALLAS | TX | 75201 | 464621967 | INVESTMENT | TX | TRUSTEES | EXCLUDED FROM TAX | $841,457 | $38,746,045 | false | -$23,993 | false | 0.92830 | ||||||
| JOG V C LIMITED PARTNERSHIP | ||||||||||||||||||||
| INVESTMENT | TRUSTEES | EXCLUDED FROM TAX | $99,030 | $13,614,281 | false | $0 | false | 1.00000 | STE 2370 440 2ND AVE SW | AL | CA | T2P5E9 | CA | CALGARY | ||||||
| JOG VI C LIMITED PARTNERSHIP | ||||||||||||||||||||
| INVESTMENT | TRUSTEES | EXCLUDED FROM TAX | $19,833 | $24,519,117 | false | $0 | false | 1.00000 | STE 2370 440 2ND AVE SW | AL | CA | T2P5E9 | CA | CALGARY | ||||||
| KINGSTOWN 1740 FUND LP | ||||||||||||||||||||
| 34 EAST 51ST STREET | NEW YORK | NY | 10022 | 843119908 | INVESTMENT | NY | TRUSTEES | EXCLUDED FROM TAX | -$2,188,952 | $105,726,008 | false | $0 | false | 1.00000 | ||||||
| LANCASTER PET PARTNERSHIP LLP | ||||||||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 233102793 | MEDICAL SERVICES | PA | NA | N/A | false | |||||||||||
| LG HEALTH COMM CARE COLLAB II | ||||||||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 823809581 | ACO | PA | NA | N/A | false | |||||||||||
| LG HEALTH COMMUNITY CARE COLLABORATIVE | ||||||||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 455542179 | ACO | PA | NA | N/A | false | |||||||||||
| LIFT REAL ESTATE PARTNERS FUND I LP | ||||||||||||||||||||
| 180 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | 831339929 | INVESTMENT | CA | TRUSTEES | EXCLUDED FROM TAX | -$6,444,233 | $215,930,427 | false | $0 | false | 0.98000 | ||||||
| MRI GROUP LLP | ||||||||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 331011386 | MEDICAL SERVICES | PA | NA | N/A | false | |||||||||||
| NEIGHBRHD PRES & DEV FUND LP | ||||||||||||||||||||
| 240 NEW YORK DR STE 1 | FORT WASHINGTON | PA | 19034 | 233037919 | RENTAL | PA | NA | N/A | false | |||||||||||
| OAKLANDS WAY MEDICAL BUILDING ASSOCIATES | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 830490251 | RENTAL | PA | NA | N/A | false | |||||||||||
| SRP INVESTORS FUND A LP | ||||||||||||||||||||
| 2001 ROSS AVE SUITE 400 | DALLAS | TX | 75201 | 611748291 | INVESTMENT | TX | TRUSTEES | EXCLUDED FROM TAX | -$11,680,652 | $294,097,573 | false | $0 | false | 0.94436 | ||||||
| ST-TO RIBBIT OPPORTUNITY V LLC | ||||||||||||||||||||
| 364 UNIVERSITY AVENUE | PALO ALTO | CA | 94301 | 841814102 | INVESTMENT | CA | TRUSTEES | EXCLUDED FROM TAX | $0 | $16,501,028 | false | $0 | false | 0.62264 | ||||||
| TURK'S HEAD SURGERY CENTER | ||||||||||||||||||||
| 915 OLD FERN HILL ROAD BLDG B STE | WEST CHESTER | PA | 19380 | 200184603 | MEDICAL SERVICES | PA | NA | N/A | false | |||||||||||
| UNIVERSA BLACK SWAN PROTECTION PROTOCOL | ||||||||||||||||||||
| 2601 S BAYSHORE DR SUITE 2030 | MIAMI | FL | 33133 | 852143048 | INVESTMENT | FL | TRUSTEES | EXCLUDED FROM TAX | $0 | $19,916,816 | 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 | -$309 | $38,360 | 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 | -$80,092 | $27,343,722 | false | $0 | false | 0.98500 | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 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 | $29,729,109 | $135,683,508 | 0.70260 | 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 | -$250,204 | $36,823,238 | 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 | CJ | KYI-1102 | INSURANCE | CJ | LG HEALTH | C-CORP | Yes (true) | 980176655 | GRAND CAYMAN | |||||||||
| 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 | $57,802,164 | $272,936,968 | 0.97400 | Yes (true) | UGLAND HOUSE | ||||||
| PENN MEDICINE LONDON LIMITED | ||||||||||||||||||
| RADIUS COMM SVCS LTD 11TH FL | UNITED KINGDOM | UK | BS1 2NT | NETWORKING | UK | UPENN INT'L | LIMITED COMPANY | Yes (true) | WHITEFRIARS LEWINS MEAD | |||||||||
| PENN WHARTON CONSULTING (BEIJING) CO LTD | ||||||||||||||||||
| CHINA WORLD TOWER 1 14F | CH | 100004 | BUS. CONSULTING | CH | UPENN INT'L | C-CORP | Yes (true) | CHAOYANG DIST | ||||||||||
| PHI PHARMACY INC | ||||||||||||||||||
| INACTIVE | PHCS HOLDING | C-CORP | Yes (true) | ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223467899 | NJ | |||||||||
| PRESBYTERIAN MEDICAL SERVICES | ||||||||||||||||||
| HEALTHCARE | PMC | C-CORP | Yes (true) | 39TH AND MARKET STREET | PHILADELPHIA | PA | 19104 | 232307991 | PA | |||||||||
| 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 | BERMUDA | BD | HM HX | SELF-INSURANCE | BD | TRUSTEES | C-CORP | $16,396,592 | $266,341,379 | 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 | $35,872,981 | $268,064,921 | 0.99000 | 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 | -$4,744,616 | $11,453,815 | 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 | INVESTMENT | CJ | TRUSTEES | LIMITED COMPANY | $74,712,366 | 0.98710 | 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 (17 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ARCM 1740 FUND LTD | ||
| B,C | $72,590,000 | FMV |
| CYRUS 1740 FUND LP | ||
| B | $45,789,869 | FMV |
| DVG 1740 FUND LP | ||
| B | $20,000,000 | FMV |
| FRANKLIN CASUALTY INSURANCE CO | ||
| R | $52,285,942 | FMV |
| LANCASTER GENERAL HOSPITAL | ||
| Q | $670,070 | FMV |
| JOG LIMITED PARTNERSHIP NO V CO-INVEST | ||
| C | $275,126 | FMV |
| JOG LIMITED PARTNERSHIP NO VI CO-INVEST | ||
| B | $275,126 | FMV |
| PENN PRAXIS INC | ||
| O,R | $1,660,388 | FMV |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||
| K,O,P | $78,172,498 | FMV |
| LIFT REAL ESTATE PARTNERS FUND I LP | ||
| B | $39,739,000 | FMV |
| THE PAM 1740 FUND LTD | ||
| B | $11,523,554 | FMV |
| SRP INVESTORS FUND A LP | ||
| B,C | $21,834,946 | FMV |
| UPENN HOSPITALITY INC | ||
| A | $1,500,000 | FMV |
| UPENN INTERNATIONAL | ||
| B,L | $2,410,495 | FMV |
| UPENN RETIREE BENEFITS TRUST | ||
| B | $36,772,597 | FMV |
| WISSAHICKON HOSPICE OF UPHS | ||
| O,P,R | $157,188 | FMV |
| ARI 1740 FUND LP | ||
| C | $7,500,000 | 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, 2021, 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 |