JEFFERSON HEALTH CORPORATION: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- JEFFERSON HEALTH CORPORATION (EIN 23-2290323)
- Tax period
- 2020-07-01 to 2021-06-30
- Filed
- 2022-05-16
- IRS object ID
- 202221369349302897
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-16T08:50:28-05:00 | 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 | 232290323 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ALBERT EINSTEIN HEALTHCARE NETWORK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEVEN NEARING | InCareOfNm |
| Business Name Control | ALBE | BusinessNameControlTxt |
| Phone | 2154566760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 OLD YORK ROAD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19141 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERARD BLANEY | PersonNm |
| Person Title | EXECUTIVE VP AND CFO | PersonTitleTxt |
| Phone | 2154566760 | PhoneNum |
| Signature | 2022-05-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERARD | PersonFirstNm |
| Person Last | BLANEY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ALBERT N ANTONELLI | PreparerPersonNm |
| PTIN | P01496650 | PTIN |
| Phone | 2673303000 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GERARD F BLANEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 OLD YORK ROAD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $75,155,441 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.einstein.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1984 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 522 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $93,901,332 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $73,825,266 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$331,091 | PYInvestmentIncomeAmt |
| CY Investment Income | $849,159 | CYInvestmentIncomeAmt |
| PY Other Revenue | $510,108 | PYOtherRevenueAmt |
| CY Other Revenue | $481,016 | CYOtherRevenueAmt |
| PY Total Revenue | $94,080,349 | PYTotalRevenueAmt |
| CY Total Revenue | $75,155,441 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $51,177,010 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,286,550 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $8,190,981 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $49,751,821 | PYOtherExpensesAmt |
| CY Other Expenses | $31,071,555 | CYOtherExpensesAmt |
| PY Total Expenses | $100,928,831 | PYTotalExpensesAmt |
| CY Total Expenses | $79,358,105 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$6,848,482 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,202,664 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $68,811,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $101,892,525 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $49,868,492 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $84,050,869 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,943,129 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,841,656 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $71,167,124 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $73,825,266 | RevenueAmt |
| Desc | The Albert Einstein Healthcare Network parent corporation provides health education; health promotion and fundraising activities; conducts health system wide planning; establishes overall goals; and oversees fund management. The entity also provides administrative and general services for which its related member organizations pay a management fee. | Desc |
| Total Program Service Expenses | $71,167,124 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (true) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | 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 | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 522 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN NEARING | PersonNm |
| Phone | 2154566760 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5501 OLD YORK ROAD | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19141 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Key EmployeeKeyEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| BARRY FREEDMAN | ||||||||||
| PRESIDENT & CEO (THRU 12/20) | 20.0 | 20.0 | Yes (X) | Yes (X) | $2,437,511 | $0 | $68,255 | |||
| PENNY J REZET ESQ | ||||||||||
| CHIEF LEGAL COUNSEL- ASS'T SEC | 20.0 | 20.0 | Yes (X) | $877,541 | $0 | $179,190 | ||||
| KENNETH LEVITAN | ||||||||||
| PRESIDENT & CEO (BEG 1/21) | 20.0 | 20.0 | Yes (X) | Yes (X) | $949,044 | $0 | $79,137 | |||
| GERARD BLANEY | ||||||||||
| CFO - ASSISTANT TREASURER | 20.0 | 20.0 | Yes (X) | $834,635 | $0 | $181,472 | ||||
| STEVEN L SIVAK MD | ||||||||||
| CHIEF MEDICAL OFFICER- TRUSTEE | 1.0 | 39.0 | Yes (X) | $0 | $837,130 | $87,851 | ||||
| BETH DUFFY | ||||||||||
| COO - EMCM | 1.0 | 39.0 | $640,025 | $0 | $186,839 | Yes (X) | ||||
| ALBERTO ESQUENAZI MD | ||||||||||
| PHYSICIAN/TRUSTEE | 1.0 | 39.0 | Yes (X) | $0 | $677,819 | $141,391 | ||||
| ROHIT GULATI | ||||||||||
| EVP & CHIEF MEDICAL OFFICER | 10.0 | 30.0 | $618,825 | $0 | $35,988 | Yes (X) | ||||
| DIXIEANNE JAMES | ||||||||||
| COO - AEMC | 10.0 | 30.0 | $505,109 | $0 | $21,104 | Yes (X) | ||||
| JOAN GUBERNICK | ||||||||||
| CHIEF MARKETING OFFICER | 20.0 | 20.0 | $409,061 | $0 | $105,603 | Yes (X) | ||||
| ROBERT LATIMER | ||||||||||
| VP STRATEGIC PLANNING | 40.0 | 0.0 | $425,016 | $0 | $34,324 | Yes (X) | ||||
| CAROL PRUSHAN | ||||||||||
| VP & CHIEF DEVELOPMENT OFFICER | 40.0 | 0.0 | $351,857 | $0 | $60,657 | Yes (X) | ||||
| RUTH LEFTON | ||||||||||
| COO - ALBERT EINSTEIN MEDICAL | 10.0 | 30.0 | $172,859 | $0 | $122,127 | Yes (X) | ||||
| ALISON KORMAN FELDMAN | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLE S BEN-MAIMON MD | ||||||||||
| PHYSICIAN/TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| GEOFFREY M DUFFINE | ||||||||||
| VICE CHAIRPERSON - EMCM | 5.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JACK F ADLER JR | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAY B MINKOFF | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P KORMAN | ||||||||||
| SECRETARY | 5.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOSHUA S GROSS | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| LAWRENCE S REICHLIN | ||||||||||
| CHAIRPERSON | 5.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| LEWIS I GANTMAN | ||||||||||
| VICE CHAIRPERSON - EHS | 5.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MATTHEW S LEVITTIES | ||||||||||
| TREASURER | 5.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| MINA P FADER | ||||||||||
| VICE CHAIRPERSON - EPS | 5.0 | 5.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD A WOLFSON | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD C SHEERR | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD J BRAEMER | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT J LIPSTEIN | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROY S NEFF | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| SAMUEL L FRIEDER | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEVEN BERK ESQ | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN KLINE KLEHR | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS N PERLOFF | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| WAYNE D KIMMEL ESQ | ||||||||||
| TRUSTEE | 5.0 | 5.0 | Yes (X) | $0 | $0 | $0 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,221,483 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,514,949 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,303,938 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 97 | 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 |
|---|---|---|---|---|---|
| HOGAN LOVELLS US LLP | |||||
| PO BOX 75890 | BALTIMORE | MD | 212755890 | LEGAL SERVICES | $5,563,804 |
| HARMELIN MEDIA | |||||
| 525 RIGHTERS FERRY RD | BALA CYNWYD | PA | 19004 | PROMOTIONAL SERVICES | $3,575,749 |
| NERA ECONOMIC CONSULTING | |||||
| PO BOX 7247-6754 | PHILADELPHIA | PA | 191706754 | CONSULTING SERVICES | $3,467,854 |
| DELOITTE CONSULTING LLP | |||||
| PO BOX 844717 | DALLAS | TX | 752844717 | CONSULTING SERVICES | $2,323,137 |
| BATES WHITE LLC | |||||
| 2001 K STREET NW | WASHINGTON | DC | 20006 | CONSULTING SERVICES | $1,935,178 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 53 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEE | 900099 | $73,158,181 | $73,158,181 |
| MISCELLANEOUS INCOME | 900099 | $667,085 | $667,085 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $73,825,266 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $351,523 | TotalRevenueColumnAmt |
| Exclusion | $351,523 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $481,016 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $481,016 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $481,016 | TotalRevenueColumnAmt |
| Exclusion | $481,016 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $497,636 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $497,636 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $497,636 | TotalRevenueColumnAmt |
| Exclusion | $3,598,827 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,155,441 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $73,825,266 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,431,366 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,261,598 | TotalAmt |
| Program Services | $6,261,598 | ProgramServicesAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,146,754 | TotalAmt |
| Program Services | $28,562,631 | ProgramServicesAmt |
| Fundraising | $4,584,123 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,640,963 | TotalAmt |
| Program Services | $3,640,963 | ProgramServicesAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,015,152 | TotalAmt |
| Program Services | $2,663,839 | ProgramServicesAmt |
| Fundraising | $351,313 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,222,083 | TotalAmt |
| Program Services | $1,926,909 | ProgramServicesAmt |
| Fundraising | $295,174 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$2,509,474 | TotalAmt |
| Program Services | -$2,509,474 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $628,850 | TotalAmt |
| Program Services | $628,850 | ProgramServicesAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,000 | TotalAmt |
| Program Services | $24,000 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,298,366 | TotalAmt |
| Program Services | $4,994,172 | ProgramServicesAmt |
| Fundraising | $1,304,194 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,841,812 | TotalAmt |
| Program Services | $7,587,985 | ProgramServicesAmt |
| Fundraising | $253,827 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $333,585 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $333,585 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,248,742 | TotalAmt |
| Program Services | $2,108,934 | ProgramServicesAmt |
| Fundraising | $139,808 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $591,422 | TotalAmt |
| Program Services | $591,422 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,676 | TotalAmt |
| Program Services | $16,397 | ProgramServicesAmt |
| Fundraising | $15,279 | 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 | $36,160 | TotalAmt |
| Program Services | $35,468 | ProgramServicesAmt |
| Fundraising | $692 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,115,575 | TotalAmt |
| Program Services | $4,115,575 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,603,847 | TotalAmt |
| Program Services | $5,598,773 | ProgramServicesAmt |
| Fundraising | $5,074 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $918,107 | TotalAmt |
| Program Services | $918,107 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|
| MEDICAL SUPPLIES | $1,626,162 | $1,626,162 | |
| MEMBERSHIP DUES | $927,268 | $596,435 | $330,833 |
| BOOKS & PERIODICALS | $13,326 | $12,988 | $338 |
| FEES & LICENSES | $84,202 | $15,990 | $68,212 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,257,929 | TotalAmt |
| Program Services | $1,749,400 | ProgramServicesAmt |
| Fundraising | $508,529 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $79,358,105 | TotalAmt |
| Program Services | $71,167,124 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $8,190,981 | 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 | $26,224,440 | BOYAmt |
| EOY | $48,066,010 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $293,332 | BOYAmt |
| EOY | $10,143,807 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $524,191 | BOYAmt |
| EOY | $664,286 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $115,983,658 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $111,827,103 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,241,299 | BOYAmt |
| EOY | $4,156,555 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,853,448 | BOYAmt |
| EOY | $16,547,677 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,199,574 | BOYAmt |
| EOY | $10,862,003 | 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 | $12,475,337 | BOYAmt |
| EOY | $11,452,187 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,811,621 | BOYAmt |
| EOY | $101,892,525 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,998,933 | BOYAmt |
| EOY | $57,252,877 | 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 | $3,900 | BOYAmt |
| EOY | $3,900 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$6,134,341 | BOYAmt |
| EOY | $26,794,092 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,868,492 | BOYAmt |
| EOY | $84,050,869 | 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 | $18,943,129 | BOYAmt |
| EOY | $17,841,656 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,943,129 | BOYAmt |
| EOY | $17,841,656 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $68,811,621 | BOYAmt |
| EOY | $101,892,525 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,202,664 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,101,191 | NetUnrlzdGainsLossesInvstAmt |
| 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) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type3 Func Int | Yes (X) | SupportingOrgType3FuncIntInd |
| Supported Organizations | 2 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp (2 entries)
| EINEIN | Organization TypeOrganizationTypeCd | Governing Document ListedGoverningDocumentListedInd | SupportSupportAmt | Other SupportOtherSupportAmt |
|---|---|---|---|---|
| ALBERT EINSTEIN HEALTHCARE NETWORK GROUP | ||||
| 465338502 | 3 | Yes (true) | $4,115,575 | $0 |
| MONTGOMERY HOSPITAL | ||||
| 231352193 | 3 | Yes (true) | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 2 | SupportedOrganizationsTotalCnt |
| Support Sum | $4,115,575 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type3 Sprt Org All Form990SchAType3SprtOrgAllGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timely Provided Documents | Yes (true) | TimelyProvidedDocumentsInd |
| Officers Close Relationship | Yes (true) | OfficersCloseRelationshipInd |
| Supported Org Voice Investment | Yes (true) | SupportedOrgVoiceInvestmentInd |
Form990 Sch A Type3 Func Int Form990SchAType3FuncIntGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Parent Supported Org | Yes (X) | ParentSupportedOrgInd |
| Appoint Elect Majority Officer | Yes (true) | AppointElectMajorityOfficerInd |
| Exercise Direction Policies | Yes (true) | ExerciseDirectionPoliciesInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE A, PART IV, SECTION A, LINE 1 | THE LANGUAGE OF THE ARTICLES STATES THAT THE NETWORK SUPPORTS AEMC, BELMONT, EPPI, AND ECHA AND "OTHER ORGANIZATIONS WHICH QUALIFY UNDER SECTIONS 501(C)(3) AND 509(A)(1) AND (2) OF THE CODE AND WHICH ARE AFFILIATED WITH [AEHN], THE MEDICAL CENTER, BELMONT, EPPI, OR ECHA . . . ." THOSE NOT LISTED ARE: EINSTEIN MEDICAL CENTER MONTGOMERY, FORNANCE PHYSICIAN SERVICES, BROADLINE RRG, AND MONTGOMERY HOSPITAL MEDICAL CENTER. SCHEDULE A, PART IV, SECTION D, LINE 3 INCLUDING THROUGH ITS ABILITY TO ELECT THE TRUSTEES OF ITS SUPPORTED ORGANIZATIONS, THE NETWORK AND ITS SUPPORTED ORGANIZATIONS MAINTAIN A CLOSE WORKING RELATIONSHIP AND REGULAR AND ONGOING COMMUNICATION THAT PROVIDES THE SUPPORTED ORGANIZATIONS THE ABILITY TO PROVIDE INPUT IN THESE AREAS. |
| SCHEDULE A, PART IV, SECTION E, LINE 3A | THE ARTICLES OF INCORPORATION AND BYLAWS OF EACH OF THE SUPPORTED ORGANIZATIONS (INCLUDING THOSE SPECIFICALLY NAMED IN THE NETWORK ARTICLES) PROVIDE THAT THE NETWORK IS THE SOLE MEMBER AND ELECTS THE TRUSTEES (GOVERNING BODY) OF EACH. |
| SCHEDULE A, PART IV, SECTION E, LINE 3B | AS THE SOLE MEMBER OF EACH OF THE SUPPORTED ORGANIZATIONS THE NETWORK RETAINS SIGNIFICANT RESERVED POWERS OVER ITS AFFILIATED ORGANIZATIONS INCLUDING BUT NOT LIMITED TO STRATEGIC DECISIONS, FINANCES, INCURRENCE OF DEBT, CLINICAL PROGRAMS AND ACTIVITIES. |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Belongs Afflt Grp | Yes (X) | OrganizationBelongsAffltGrpInd |
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $470,747 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $470,747 | AffiliatedGroupTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $470,747 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $470,747 | AffiliatedGroupTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $78,887,358 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,427,327,551 | AffiliatedGroupTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $79,358,105 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,427,798,298 | AffiliatedGroupTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $1,000,000 | AffiliatedGroupTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
| Affiliated Group Total | $250,000 | AffiliatedGroupTotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $442,263 | CurrentYearMinus3Amt |
| Current Year Minus2 | $533,713 | CurrentYearMinus2Amt |
| Current Year Minus1 | $446,014 | CurrentYearMinus1Amt |
| Current Year | $470,747 | CurrentYearAmt |
| Total | $1,892,737 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-A - AFFILIATED GROUP | FormAndLineReferenceDesc |
| Explanation | THE AFFILIATED GROUP IS COMPRISED OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING. EIN: 46-5338502 GROUP EXEMPTION NUMBER: 5949 ADDRESS: 5501 OLD YORK ROAD, PHILADELPHIA, PA 19141. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,853,448 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,694,229 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $16,547,677 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,096,795 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$243,347 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,853,448 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,432,301 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $664,494 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $13,096,795 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $11,610,890 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $821,411 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $12,432,301 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,175,999 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,434,891 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $11,610,890 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $122,000 | OtherCostOrOtherBasisAmt |
| Book Value | $122,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,532,658 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,888,103 | DepreciationAmt |
| Book Value | $2,644,555 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $95,329,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $93,939,000 | DepreciationAmt |
| Book Value | $1,390,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Land Buildings | OtherLandBuildingsGrp | |
| Total Book Value Land Buildings | $4,156,555 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSTITUTIONAL INVESTMENTS | Desc |
| Book Value | $16,547,677 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,547,677 | TotalBookValueSecuritiesAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENTS IN SUBSIDIARIES | Desc |
| Book Value | $10,862,003 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $10,862,003 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| RIGHT OF USE ASSET | $11,050,134 |
| LEVITIES PROPERTY | $400,000 |
| LONG TERM EXEC. FLEX | $2,053 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $11,452,187 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATES | $14,765,411 |
| LEASE LIABILITIES | $12,028,681 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $26,794,092 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART V, LINE 4 | ENDOWMENTS - TRUE ENDOWMENT FUNDS ESTABLISHED BY DONOR GIFTS AND MAINTAINED TO PROVIDE A PERMANENT SOURCE OF INCOME, GENERALLY STIPULATING THAT THE PRINCIPAL MUST BE INVESTED AND KEPT IN TACT PERPETUALLY WHILE THE INCOME GENERATED MAY BE USED BY THE ORGANIZATION. PERPETUAL TRUSTS - THESE ARE FUNDS HELD BY OUTSIDE TRUSTEES IN TRUST ACCOUNTS FOR WHICH AEMC IS NAMED AS BENEFICIARY. THE DISTRIBUTIONS FROM THESE FUNDS SUPPORT THE OPERATIONS OF THE ORGANIZATION. TEMPORARILY RESTRICTED FUNDS - USED FOR PURPOSES SPECIFIED BY DONORS. |
| SCHEDULE D, PART X, LINE 2 | FIN 48 DISCLOSURE NO ADJUSTMENTS TO THE FINANCIAL STATEMENTS WERE REQUIRED AS A RESULT OF THE IMPLEMENTATION OF FIN 48. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | false | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | 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 (13 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALBERTO ESQUENAZI MD | ||||||||||||||
| PHYSICIAN/TRUSTEE | $0 | $590,652 | $0 | $75,000 | $0 | $12,167 | $0 | $115,344 | $0 | $26,047 | $0 | $819,210 | $0 | $0 |
| BARRY FREEDMAN | ||||||||||||||
| PRESIDENT & CEO (THRU 12/20) | $2,252,941 | $0 | $175,570 | $0 | $9,000 | $0 | $45,145 | $0 | $23,110 | $0 | $2,505,766 | $0 | $0 | $0 |
| BETH DUFFY | ||||||||||||||
| COO - EMCM | $437,062 | $0 | $156,065 | $0 | $46,898 | $0 | $158,409 | $0 | $28,430 | $0 | $826,864 | $0 | $0 | $0 |
| CAROL PRUSHAN | ||||||||||||||
| VP & CHIEF DEVELOPMENT OFFICER | $294,499 | $0 | $28,182 | $0 | $29,176 | $0 | $25,575 | $0 | $35,082 | $0 | $412,514 | $0 | $0 | $0 |
| DIXIEANNE JAMES | ||||||||||||||
| COO - AEMC | $404,732 | $0 | $66,307 | $0 | $34,070 | $0 | $8,742 | $0 | $12,362 | $0 | $526,213 | $0 | $0 | $0 |
| GERARD BLANEY | ||||||||||||||
| CFO - ASSISTANT TREASURER | $567,626 | $0 | $198,757 | $0 | $68,252 | $0 | $155,023 | $0 | $26,449 | $0 | $1,016,107 | $0 | $0 | $0 |
| JOAN GUBERNICK | ||||||||||||||
| CHIEF MARKETING OFFICER | $342,384 | $0 | $33,182 | $0 | $33,495 | $0 | $93,281 | $0 | $12,322 | $0 | $514,664 | $0 | $0 | $0 |
| KENNETH LEVITAN | ||||||||||||||
| PRESIDENT & CEO (BEG 1/21) | $568,993 | $0 | $326,430 | $0 | $53,621 | $0 | $44,254 | $0 | $34,883 | $0 | $1,028,181 | $0 | $0 | $0 |
| PENNY J REZET ESQ | ||||||||||||||
| CHIEF LEGAL COUNSEL- ASS'T SEC | $499,520 | $0 | $211,682 | $0 | $166,339 | $0 | $149,379 | $0 | $29,811 | $0 | $1,056,731 | $0 | $0 | $0 |
| ROBERT LATIMER | ||||||||||||||
| VP STRATEGIC PLANNING | $424,614 | $0 | $0 | $0 | $402 | $0 | $33,432 | $0 | $892 | $0 | $459,340 | $0 | $0 | $0 |
| ROHIT GULATI | ||||||||||||||
| EVP & CHIEF MEDICAL OFFICER | $507,739 | $0 | $69,192 | $0 | $41,894 | $0 | $32,841 | $0 | $3,147 | $0 | $654,813 | $0 | $0 | $0 |
| RUTH LEFTON | ||||||||||||||
| COO - ALBERT EINSTEIN MEDICAL | $40,294 | $0 | $131,310 | $0 | $1,255 | $0 | $121,648 | $0 | $479 | $0 | $294,986 | $0 | $0 | $0 |
| STEVEN L SIVAK MD | ||||||||||||||
| CHIEF MEDICAL OFFICER- TRUSTEE | $0 | $645,086 | $0 | $171,516 | $0 | $20,528 | $0 | $50,068 | $0 | $37,783 | $0 | $924,981 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1B | LONG TERM DISABILITY BENEFITS ARE PROVIDED TO CERTAIN KEY EMPLOYEES. THESE EMPLOYEES' WAGES ARE "GROSSED UP" AT THEIR INDIVIDUAL TAX RATES TO PROVIDE THE FULL VALUE OF THE BENEFIT SINCE THIS BENEFIT IS REFLECTED IN THEIR W2S AS TAXABLE WAGES. |
| SCHEDULE J, PART I, LINE 7 | THE ORGANIZATION HAS IN PLACE A PAY FOR PERFORMANCE PLAN WHERE CERTAIN EXECUTIVES MAY EARN A PERCENTAGE OF SUCH INDIVIDUAL EXECUTIVE'S BASE SALARY, DEPENDING UPON WHETHER HE OR SHE ACHIEVES INDIVIDUAL GOALS SET IN ADVANCE AND WHETHER THE ORGANIZATION MEETS A FINANCIAL PERFORMANCE THRESHOLD. THE ACTUAL PAYMENT MADE DEPENDS ON WHETHER ALL OR A PORTION OF THE GOALS HAVE BEEN ACHIEVED IN THE TIME FRAME SPECIFIED. THE DECISION AS TO WHETHER INCENTIVE COMPENSATION IS AWARDED TO THE ELIGIBLE EXECUTIVES IS MADE BY THE COMPENSATION COMMITTEE. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1 - ORGANIZATION'S MISSION | THE ORGANIZATION'S MISSION IS TO SUPPORT THOSE ORGANIZATIONS THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH QUALITY HEALTH CARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY AND DELAWARE. THE CORPORATION SERVES THESE INDIVIDUALS AND OTHERS WITH HEALTH CARE PROGRAMS AND SERVICES RANGING FROM COMMUNITY HEALTH EDUCATION AND PREVENTIVE MEDICINE TO COMPLEX AND SPECIALIZED CARE REQUIRING ADVANCED TECHNOLOGY AND HIGHLY EXPERT STAFF. THE CORPORATION ENTHUSIASTICALLY EMBRACES ITS SPECIAL RESPONSIBILITY TO THE MOST VULNERABLE RESIDENTS IN ITS PRIMARY SERVICE AREA AND TO THE MEMBERS OF THE JEWISH COMMUNITY. THE CORPORATION REFLECTS THE VALUES OF THE JEWISH COMMUNITY BY CARING FOR ANY PERSON REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR THE ABILITY TO PAY. THE CORPORATION'S EDUCATIONAL COMMITMENT INCLUDES PROVIDING HEALTH EDUCATION TO THE COMMUNITY, AND TRAINING AND EDUCATING MEDICAL SCHOOL STUDENTS, GRADUATE AND PRACTICING PHYSICIANS, AND OTHER HEALTH CARE PROFESSIONALS. THE CORPORATION ALSO SUPPORTS CLINICAL RESEARCH FOR THE PURPOSE OF ENHANCING THE QUALITY OF PATIENT CARE AND ADVANCING THE SCIENCE OF MEDICINE. FORM 990, PART III, LINE 4 - COVID-19 RESPONSE IN RESPONSE TO THE COVID-19 PANDEMIC OUTBREAK WITHIN THE PHILADELPHIA AND MONTGOMERY COUNTY COMMUNITIES DURING MARCH OF 2020, IN ACCORDANCE WITH ITS POLICY AND PROCEDURE REGARDING DISASTER RESPONSE, ALBERT EINSTEIN HEALTHCARE NETWORK ESTABLISHED A COVID-19 INCIDENT COMMAND CENTER THAT COMPRISED A MULTI-DISCIPLINARY TEAM OF CLINICAL AND ADMINISTRATIVE LEADERSHIP. THE TASK OF THE COMMAND CENTER WAS TO PROVIDE RAPID MOBILIZATION RELATED TO SURGE PLANNING, PROMPT DECISION MAKING AND A COORDINATION OF PERSONNEL, EQUIPMENT, AND PERSONAL PROTECTIVE EQUIPMENT (PPE). THROUGH THE ACTIONS OF THE COMMAND CENTER, COVID-19 RESOURCES WERE ESTABLISHED (SUCH AS, NEGATIVE PRESSURE ROOMS, CONVERSION OF ANESTHESIA EQUIPMENT TO VENTILATORS, NURSING SPACES WITH POSITIVE AIR FLOW) TO CREATE SAFE AREAS TO TREAT COVID-19 PATIENTS WHILE AT THE SAME TIME PROTECTING THE CARE TEAMS, STAFF AND OTHER PATIENTS. THESE ACTIONS ALLOWED THE NETWORK AND ITS AFFILIATED SUBSIDIARIES TO RESPOND TO THE COMMUNITY NEEDS IN VARIOUS WAYS DURING FISCAL YEAR 2021: - THE NETWORK TREATED OVER 56,000 COVID-19 POSITIVE OR CLINICALLY SUSPECTED PATIENTS WITHIN ITS INPATIENT FACILITIES BETWEEN JULY 1, 2020 AND JUNE 30, 2021. - OPENED COVID-19 TESTING SITES WITHIN ITS COMMUNITY PRACTICES. - OPENED COMMUNITY COVID-19 VACCINATION SITES. - PARTICIPATED IN A CITY-WIDE COLLABORATION ON COVID PATIENT LOAD LEVELING AND EDUCATION. - COLLABORATED WITH ARMY MEDICAL RESERVE. - CONVERTED OUTPATIENT IN-PERSON PROFESSIONAL PRACTICE BASED VISITS TO TELEHEALTH VISITS. - PROVIDED EDUCATION FOR COMMUNITY THROUGH VARIOUS OUTREACH CHANNELS. MOSS-REHAB OPENED ONE OF THE FIRST UNITS IN THE UNITED STATES TO SERVE COVID-19 INFECTED PATIENTS AND ASSOCIATED REHAB NEEDS. THE CORE+ UNIT STARTED APRIL 4TH, 2020. THE UNIT SERVES PATIENTS IN THE ACUTE PHASE OF COVID19 INFECTION WITH REHABILITATION NEEDS. CORE+ IS A SPECIALIZED REHABILITATION CARE ENVIRONMENT DEVELOPED TO TREAT PATIENTS WHO ARE RECOVERING FROM COVID-19 WHILE STILL POTENTIALLY CONTAGIOUS. STAFF IS TRAINED IN THE USE OF SAFETY EQUIPMENT AND IN THE PROVISION OF THIS CARE SAFELY. FORM 990, PART V, LINE 2A ALBERT EINSTEIN HEALTHCARE NETWORK DOES NOT FILE FORMS W2/W3 FOR ITS EMPLOYEES. FORMS W2/W3 ARE FILED BY ITS COMMON PAYING AGENT, ALBERT EINSTEIN MEDICAL CENTER 23-1396794. ACCORDINGLY, AEMC FILED FORM 4720 TO REPORT THE INTERNAL REVENUE CODE SECTION 4960 TAX ON EXCESS COMPENSATION. |
| FORM 990, PART VI, SECTION B POLICIES, LINE 11B | THE FORM 990 IS PREPARED IN CONNECTION WITH ALBERT EINSTEIN HEALTHCARE NETWORK'S INDEPENDENT ACCOUNTING FIRM, PRICEWATERHOUSECOOPERS LLP AND IS REVIEWED INTERNALLY BY ALBERT EINSTEIN HEALTHCARE NETWORK'S MANAGEMENT. THE FORM 990 IS THEN PROVIDED TO THE AUDIT COMMITTEE OF THE GOVERNING BODY FOR REVIEW. AFTER REVIEW, BUT PRIOR TO FILING, THE RETURNS ARE ELECTRONICALLY MAILED TO THE GOVERNING BOARD. FORM 990, PART VI, SECTION B POLICIES, LINE 12C IN ACCORDANCE WITH ORGANIZATION POLICY, EACH MEMBER OF THE BOARD OF TRUSTEES, ALL KEY EMPLOYEES AND OFFICERS ARE REQUIRED ANNUALLY TO COMPLETE A COMPREHENSIVE CONFLICT OF INTEREST DISCLOSURE FOR REVIEW BY THE GOVERNANCE COMMITTEE OF THE BOARD OF TRUSTEES AND ARE REQUIRED TO UPDATE SUCH DISCLOSURES IF THERE ARE ANY CHANGES. ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST ARE DISCUSSED AND RESOLVED IN ACCORDANCE WITH SPECIFIC GUIDELINES AND REPORTED TO THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION B POLICIES, LINE 15A AND 15B THE BOARD OF TRUSTEES HAS DELEGATED THE RESPONSIBILITY FOR COMPENSATION REVIEW TO THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES. INDEPENDENT MEMBERS OF THE COMPENSATION COMMITTEE REVIEW AND APPROVE THE COMPENSATION FOR THE CEO AND ALL OTHER OFFICERS AND KEY EMPLOYEES OF ALBERT EINSTEIN HEALTHCARE NETWORK. THE COMPENSATION COMMITTEE REQUIRES THAT ONE OR MORE INDEPENDENT COMPENSATION EXPERTS REVIEW THE COMPENSATION OF ALL SUCH PERSONS TO DETERMINE THAT SUCH COMPENSATION IS APPROPRIATE AND REASONABLE AND SUCH INDEPENDENT EXPERT USES APPLICABLE COMPARABILITY DATA. THE COMMITTEE REVIEWS THE REPORTS OF THE INDEPENDENT EXPERTS IN DETAIL AND DOCUMENTS THE DATA REVIEWED, THE DELIBERATION AND DISCUSSION CONTEMPORANEOUSLY. FORM 990,PART VI, SECTION C DISCLOSURE, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION A, COLUMN B THE OFFICERS DEVOTE THEIR TIME TO ALL OF THE ORGANIZATIONS WITHIN ALBERT EINSTEIN HEALTHCARE NETWORK. AS SUCH, THE TOTAL HOURS WORKED BY THE OFFICERS, ACROSS ALL OF THE ORGANIZATIONS, CUMULATIVELY REPRESENT THEIR FULL-TIME EMPLOYMENT STATUS. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EINSTEIN CARE PARTNERS LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3300 HENRY AVE FALLS 2 SUITE 601 | AddressLine1Txt |
| City | PHILADEPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 821548407 | EIN |
| Primary Activities | MGMNT SRVCS | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Total Income | $1,116,070 | TotalIncomeAmt |
| End Of Year Assets | $103,744 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AEHN | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN HEALTHCARE NETWORK GROUP | ||||||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | 465338502 | HEALTHCARE | PA | 501(C)(3) | 3 | AEHN | Yes (true) |
| GHMC MANAGEMENT INC | ||||||||||
| 101 E OLNEY AVE | PHILADELPHIA | PA | 19120 | 232225809 | MANAGEMENT | PA | 501(c)(3) | 12A | AEHN | Yes (true) |
| MONTGOMERY HOSPITAL | ||||||||||
| 5501 Old York Road | Philadelphia | PA | 19141 | 231352193 | HEALTHCARE | PA | 501(c)(3) | 3 | AEHN | Yes (true) |
| MONTGOMERY HEALTH FOUNDATION | ||||||||||
| 5501 Old York Road | Philadelphia | PA | 19141 | 222456265 | HOSP SUPPORT | PA | 501(c)(3) | 12B | AEHN | Yes (true) |
| MONTGOMERY HOSPITAL WORKERS COMP TRUST | ||||||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | 232351775 | INSURANCE | PA | 501(c)(3) | 12A | AEHN | Yes (true) |
| BROADLINE RISK RETENTION GROUP | ||||||||||
| 100 BANK ST | BURLINGTON | VT | 05401 | 272583356 | INSURANCE | VT | 501(c)(3) | 12A | AEHN | Yes (true) |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| EINSTEIN HEALTHCARE SYSTEMS INC | ||||||||||||
| 101 E OLNEY AVE | PHILADELPHIA | PA | 19120 | 232314938 | HOLDING COMPANY | PA | AEHN | C CORP | $67,301 | $1,465,281 | 1.00000 | Yes (true) |
| REHAB VENTURES INC | ||||||||||||
| 1200 W TABOR ROAD | PHILADELPHIA | PA | 19141 | 232619394 | HOLDING COMPANY | PA | AEHN GROUP | C CORP | $0 | $1,578,863 | 1.00000 | Yes (true) |
| CMMC INC | ||||||||||||
| 1330 POWELL ST | NORRISTOWN | PA | 19401 | 232256479 | RENTAL PROPERTY | PA | AEHN | C CORP | $252,275 | $2,305,105 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| 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 | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| Albert Einstein Healthcare Network Group | ||
| B | $4,115,575 | CASH |
| Albert Einstein Healthcare Network Group | ||
| K | $379,079 | CASH |
| Albert Einstein Healthcare Network Group | ||
| L | $72,084,097 | CASH |