2021-05-14T11:32:10-05:00 2020-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2019-07-01 232809585 JEFFERSON UNIVERSITY PHYSICIANS % RONALD C KELLER CPA JEFF 2159552502 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 PETER L DEANGELIS JR EVP CFO/CAO 2155038344 2020-10-23 true Scott J Mariani P00642486 2155462140 2021-05-14 2019 2022-09-23 18:48:47Z EDMUND PRIBITKIN MD 1020 WALNUT STREET PHILADELPHIA PA 19107 461625863 false X JEFFERSONHEALTH.ORG X 1995 PA TO PROVIDE PHYSICIAN SERVICES AND TO SUPPORT THE MEDICAL, EDUCATIONAL AND RESEARCH MISSION OF THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH. 8 2 2663 0 0 0 142398 2316862 457131082 458422389 -77029 752458 0 0 457196451 461491709 134898 124846 0 0 338800975 385309692 0 0 0 142366295 128825868 481302168 514260406 -24105717 -52768697 201259593 154234555 218395679 222286107 -17136086 -68051552 X TO PROVIDE PHYSICIAN SERVICES AND TO SUPPORT THE MEDICAL, EDUCATIONAL AND RESEARCH MISSION OF SYSTEM AFFILIATES INCLUDING THOMAS JEFFERSON UNIVERSITY AND THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. FOR ADDITIONAL INFORMATION PLEASE REFER TO THE ORGANIZATION'S STATEMENT OF PROGRAM SERVICES INCLUDED IN SCHEDULE O. false false 476528033 124846 458422389 EXPENSES INCURRED IN PROVIDING PHYSICIAN SERVICES, PRACTICING MEDICINE AND SURGERY THROUGH DULY LICENSED PHYSICIANS AND SURGEONS IN A MANNER BENEFICIAL TO THE COMMUNITY AND IN FURTHERANCE OF THE CHARITABLE AND EDUCATIONAL PURPOSES OF THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH AFFILIATES. 476528033 true true false false false false false false false false true false true true true false false true false false false false false false true false false true false true false false false false false false false false false false false false false true true false false false true X 100 0 true 2663 true false false false false false true true false false false false false false X 8 2 false true false false true true true true true false false true true true true true true true true false PA X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X STEPHEN K KLASKO MD MBA CHAIRMAN - DIRECTOR 60.0 0.0 X X 0 4379689 3042542 JAMES S HARROP MD PHYSICIAN & TJU PROFESSOR 55.0 0.0 X 1870356 255540 84647 PETER L DEANGELIS JR TREASURER 60.0 0.0 X 0 1527313 627664 ROBERT H ROSENWASSER MD PHYSICIAN & TJU PROFESSOR 55.0 0.0 X 282250 1791103 80291 JACK JALLO MD PHD PHYSICIAN & TJU PROFESSOR 55.0 0.0 X 1485776 277766 89709 SRINIVAS PRASAD MD MS PHYSICIAN & TJU PROFESSOR 55.0 0.0 X 1702914 64244 42846 CRISTINA G CAVALIERI ESQ SECRETARY 60.0 0.0 X 0 1296044 415622 JAMES J EVANS MD MS PHYSICIAN & TJU PROFESSOR 55.0 0.0 X 1535198 84715 65947 WILLIAM M KEANE MD DIRECTOR 55.0 0.0 X 284650 1061959 90085 CHARLES J YEO MD FACS DIRECTOR 55.0 0.0 X 661850 613816 81315 EDMUND PRIBITKIN MD PRESIDENT 55.0 0.0 X 0 1104496 205689 GREGORY KANE MD DIRECTOR 55.0 0.0 X 282650 561197 98907 VIJAY M RAO MD FACR DIRECTOR 55.0 0.0 X 358231 470535 78245 MITCHELL S HARRIS FORMER KEY EMPLOYEE 0.0 0.0 X 0 622044 43746 SHARON E GALLAGHER DIRECTOR 5.0 0.0 X 0 0 0 WILLIAM A HARVEY ESQ DIRECTOR 5.0 0.0 X 0 0 0 STEPHEN J MITCHELL ESQ DIRECTOR 5.0 0.0 X 0 0 0 8463875 14110461 5047255 904 true true false THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 CORPORATE SERVICES 37732373 VIRTUAL RADIOLOGIC PROFESSION 25983 NETWORK PLACE CHICAGO IL 606731259 MEDICAL 3016686 HEART CENTER OF PHILADELPHIA PC 1339 PORTER STREET PHILADELPHIA PA 19148 MEDICAL 2695284 NATIONAL JEWISH HEALTH 1400 JACKSON STREET DENVER CO 80206 MEDICAL 825000 HEALTHCARE ADMINISTRATIVE PARTNERS 112 CHESLEY DRIVE MEDIA PA 19063 BILLING/CODING 465813 24 124846 2110659 81357 2316862 NET PATIENT SERVICE REVENUE 621110 252070008 252070008 PHYSICIAN PRACTICE SUPPORT 621110 141679913 141679913 MANAGEMENT SERVICE REVENUE 621110 7553741 7553741 OTHER HEALTHCARE RELATED REVENUE 621110 57118727 57118727 458422389 289120 289120 0 0 0 0 0 463338 463338 463338 463338 134154 124846 134154 0 0 0 0 0 0 0 461491709 458422389 752458 124846 124846 0 0 0 1702727 1702727 0 324594733 308671528 15923205 15793234 15787033 6201 29163454 26302446 2861008 14055544 13081269 974275 0 1015872 103000 912872 101534 101534 0 0 0 19268645 9990739 9277906 0 892396 105712 786684 3100231 2663483 436748 3906785 1056058 2850727 0 9121458 8341627 779831 1260984 1188133 72851 0 214896 177350 37546 19480 19480 0 3214266 3209868 4398 25999398 25999297 101 CLINICAL SUPPORT 39551381 39551110 271 MEDICAL SUPPLIES 13671978 13404433 267545 DUES & SUBSCRIPTIONS 1725647 1341791 383856 REPAIRS & MAINTENANCE 1575643 178883 1396760 4185274 3546700 638574 514260406 476528033 37732373 0 6724302 10156903 0 0 0 0 31643336 23283216 0 0 0 0 0 0 493515 357513 368971 816922 54192035 36809682 16195839 17382353 0 0 0 0 39152761 41476648 852323 0 105828546 60761000 201259593 154234555 47576864 46462395 0 0 408056 331354 0 0 0 0 0 0 219 219 0 0 170410540 175492139 218395679 222286107 X -17136086 -68051552 0 0 -17136086 -68051552 201259593 154234555 X -52768697 1880939 -27708 X X false true X true true true X X 1 THOMAS JEFFERSON UNIVERSITY 231352651 2 true 39551110 0 1 39551110 0 true false false false false false false false false false false false false false false false false SCHEDULE A, PART IV, SECTION B; QUESTION 1 THOMAS JEFFERSON UNIVERSITY (TJU) IS THE SUPPORTED ORGANIZATION OF JEFFERSON UNIVERSITY PHYSICIANS (JUP). TJU IS THE SOLE MEMBER OF TJUH SYSTEM, AND TJUH SYSTEM IS THE SOLE MEMBER OF JUP. TJU, THE SUPPORTED ORGANIZATION OF JUP, HAS THE POWER TO APPOINT A MAJORITY OF THE TRUSTEES OF TJUH SYSTEM, THE SOLE MEMBER OF JUP. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 10811435 5874620 4936815 7914625 3226904 4687721 31961541 27708158 4253383 3504434 3504434 17382353 SHORT-TERM INVESTMENTS 41476648 F 41476648 INSURANCE RECOVERY RECEIVABLE 60761000 60761000 0 PROFESSIONAL LIABILITY CLAIMS 174466015 DUE TO AFFILIATES 1026124 175492139 GOLF CLASSIC 259000 124846 134154 1729 127054 5371 0 259000 124846 134154 1729 127054 5371 134154 true THOMAS JEFFERSON UNIVERSITY 1101 MARKET ST PHILADELPHIA PA 19107 231352651 501(C)(3) 124846 PROGRAM SUPPORT 1 SCHEDULE I, PART I, QUESTION 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X true X X X X true true false false false false false true false STEPHEN K KLASKO MD MBA CHAIRMAN - DIRECTOR 0 1936937 0 2260000 0 182752 0 3022824 0 19718 0 7422231 0 0 JAMES S HARROP MD PHYSICIAN & TJU PROFESSOR 1209344 222435 661012 0 0 33105 28000 30137 0 26510 1898356 312187 0 0 PETER L DEANGELIS JR TREASURER 0 980662 0 360791 0 185860 0 607998 0 19666 0 2154977 0 81298 ROBERT H ROSENWASSER MD PHYSICIAN & TJU PROFESSOR 282250 1323952 0 105313 0 361838 27475 35750 0 17066 309725 1843919 0 0 JACK JALLO MD PHD PHYSICIAN & TJU PROFESSOR 896264 256775 589512 0 0 20991 28000 34450 920 26339 1514696 338555 0 0 SRINIVAS PRASAD MD MS PHYSICIAN & TJU PROFESSOR 1358970 64120 343944 0 0 124 28000 6600 0 8246 1730914 79090 0 0 CRISTINA G CAVALIERI ESQ SECRETARY 0 813139 0 284179 0 198726 0 398556 0 17066 0 1711666 0 0 JAMES J EVANS MD MS PHYSICIAN & TJU PROFESSOR 1340823 77123 194375 0 0 7592 28000 10842 0 27105 1563198 122662 0 0 WILLIAM M KEANE MD DIRECTOR 284650 723131 0 145963 0 192865 27475 36400 0 26210 312125 1124569 0 38456 CHARLES J YEO MD FACS DIRECTOR 661850 308023 0 217408 0 88385 28000 36400 0 16915 689850 667131 0 17599 EDMUND PRIBITKIN MD PRESIDENT 0 816039 0 247778 0 40679 0 202161 0 3528 0 1310185 0 3081 GREGORY KANE MD DIRECTOR 282650 300466 0 187670 0 73061 27406 45750 0 25751 310056 632698 0 0 VIJAY M RAO MD FACR DIRECTOR 358231 309394 0 103168 0 57973 32465 36400 0 9380 390696 516315 0 0 MITCHELL S HARRIS FORMER KEY EMPLOYEE 0 218735 0 131379 0 271930 0 36400 0 7346 0 665790 0 29667 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2019 FORMS W-2. SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUAL RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2019 WHICH WAS INCLUDED IN HIS 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MITCHELL S. HARRIS, $233,589. SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: PETER L. DEANGELIS, JR. $113,874; ROBERT H. ROSENWASSER, M.D., $178,100; CRISTINA G. CAVALIERI, ESQ., $119,786; WILLIAM M. KEANE, M.D., $79,816; CHARLES J. YEO, M.D., FACS, $18,151; EDMUND PRIBITKIN, M.D. $4,315 AND MITCHELL S. HARRIS, $29,667. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THESE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $604,109; PETER L. DEANGELIS, JR., $123,253; EDMUND PRIBITKIN, M.D., $84,261 AND GREGORY KANE, M.D., $9,350. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $975,084; PETER L. DEANGELIS, JR., $283,345 AND CRISTINA G. CAVALIERI, ESQ., $235,406. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A LONG-TERM INCENTIVE PLAN, WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THESE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THE UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $1,443,631; PETER DEANGELIS JR., $165,000; CRISTINA G. CAVALIERI ESQ., $126,750 AND EDMUND PRIBITKIN M.D., $81,500. SCHEDULE J, PART I; QUESTION 7 THE INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2019 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PART I, LINES 3 & 4 AND PART VI, SECTION A, QUESTIONS 1A & 1B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THIS ORGANIZATION IS A SUPPORTING ORGANIZATION OF TJU. ALTHOUGH THIS FEDERAL FORM 990 SHOWS A MINORITY OF INDEPENDENT BOARD MEMBERS UNDER THE INTERNAL REVENUE SERVICE DEFINITION, THE ORGANIZATION ACTS IN A CHARITABLE TAX-EXEMPT MANNER FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS ULTIMATELY CONTROLLED BY TJU, WHICH IS GOVERNED BY A BOARD WHOSE MAJORITY IS COMPRISED OF INDEPENDENT VOTING MEMBERS. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS JEFFERSON UNIVERSITY PHYSICIANS ("JUP") IS A PREMIER, PATIENT-FOCUSED ACADEMIC MULTISPECIALTY PHYSICIAN PRACTICE CONSISTING OF THE FULL-TIME FACULTY OF SIDNEY KIMMEL MEDICAL COLLEGE AT TJU. JUP PROMOTES THE HEALTH AND WELL-BEING OF THE COMMUNITY BY PREVENTING AND TREATING DISEASES, TRAINING THE PHYSICIANS OF THE FUTURE, AND PERFORMING CLINICAL AND SCIENTIFIC RESEARCH EXCLUSIVELY IN SUPPORT OF THE CHARITABLE MISSION OF TJU. SINCE 1968, JUP HAS ENABLED TJU'S MEDICAL FACULTY TO TREAT PATIENTS WHILE CONDUCTING AND SUPPORTING THE EDUCATIONAL AND RESEARCH ACTIVITIES OF TJU. THIS ORGANIZATION CARRIES OUT ITS CHARITABLE MISSION OF EDUCATION, RESEARCH AND HEATHCARE THROUGH MULTIPLE MEDICAL DEPARTMENTS AND SPECIALTIES, SPANNING ALLERGY AND IMMUNOLOGY, CANCER, CARDIOVASCULAR, CHILDREN'S HEALTH, DERMATOLOGY, DIGESTIVE AND LIVER DISEASES, EMERGENCY MEDICINE, INFECTIOUS DISEASE, INTERNAL MEDICINE, NEUROSCIENCE, OPHTHALMOLOGY, ORTHOPEDICS, OTOLARYNGOLOGY, PRIMARY CARE, PULMONARY, SURGERY TRANSPLANTS, UROLOGY, WEIGHT MANAGEMENT, AND WOMEN'S HEALTH. JUP SEES NEARLY 800,000 PATIENTS IN ITS OFFICES ANNUALLY. IN ADDITION, JUP PERFORMS AND OVERSEES EXTENSIVE COMMUNITY ACTIVITIES, INCLUDING FREE HEALTH SCREENINGS, EDUCATION, SUPPORT GROUPS AND PROFESSIONAL SERVICES AT HEALTH CLINICS TREATING THE POOR, THE HOMELESS, INDIVIDUALS WITH MENTAL HEALTH AND SUBSTANCE ABUSE PROBLEMS, AND OTHER MEDICALLY UNDERSERVED POPULATIONS. MANY OF JUP'S PATIENT CARE, RESEARCH AND EDUCATIONAL ACTIVITIES ARE CONDUCTED THROUGH TJU'S CENTERS AND INSTITUTES, INCLUDING THE CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH, THE VICKIE AND JACK FARBER INSTITUTE FOR NEUROSCIENCE, THE JEFFERSON CLINICAL RESEARCH INSTITUTE, THE JANE AND LEONARD KORMAN RESPIRATORY INSTITUTE, THE MARCUS INSTITUTE OF INTEGRATIVE HEALTH, THE CENTER FOR TRANSLATIONAL MEDICINE, THE DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY, THE JEFFERSON VACCINE CENTER, THE NICOLETTI KIDNEY TRANSPLANT CENTER, AND THE SIDNEY KIMMEL CANCER CENTER. THE VICKIE AND JACK FARBER INSTITUTE FOR NEUROSCIENCE SPECIALIZES IN TREATING AND RESEARCHING BRAIN AND SPINE DISORDERS THROUGH THE JEFFERSON HOSPITAL FOR NEUROSCIENCE, THE WEINBERG ALS CENTER AND THE JEFFERSON NEUROSCIENCE NETWORK. AS ONE OF 69 NATIONAL CANCER INSTITUTE-DESIGNATED U.S. CANCER CENTERS, THE SIDNEY KIMMEL CANCER CENTER PROVIDES PATIENTS THE LATEST DEVELOPMENTS IN CANCER RESEARCH, TECHNOLOGY AND TREATMENT. THIS STATE-OF-THE-ART CANCER TREATMENT INCLUDES THE BRAIN TUMOR CENTER, THE BREAST CARE CENTER, THE NEU CENTER FOR SUPPORTIVE MEDICINE AND CANCER SURVIVORSHIP, AND THE SIDNEY KIMMEL CANCER NETWORK. BY DELIVERING COMPASSIONATE CARE AND TRANSFORMATIVE MEDICINE, JUP'S UNIFIED APPROACH TO DEVELOPING HEALTHCARE SOLUTIONS ENABLES IT TO BE RESPONSIVE TO THE CHANGING NEEDS OF THE GENERAL PUBLIC WITH THE GOAL OF IMPROVING LIVES. CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION. CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS. CORE FORM, PART VI, SECTION A; QUESTION 6 & 7 TJUH SYSTEM IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF TJUH SYSTEM. ACCORDINGLY, TJU HAS THE ULTIMATE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S GOVERNING BODY HAS ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE SYSTEM'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS INCLUDING, BUT NOT LIMITED TO, THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT OF CORPORATION FINANCE AND CHIEF INVESTMENT OFFICER, VICE PRESIDENT OF CORPORATE FINANCE AND ASSOCIATE VICE PRESIDENT AND ENTERPRISE CONTROLLER ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE SYSTEM'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THOMAS JEFFERSON UNIVERSITY'S AUDIT, RISK AND COMPLIANCE COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT HE OR SHE WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE AUDIT, RISK AND COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF DIRECTORS. CORE FORM, PART VII AND SCHEDULE J STEPHEN K. KLASKO, M.D., MBA IS A MEMBER OF THE ORGANIZATION'S BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. DR. KLASKO IS EMPLOYED BY A RELATED ORGANIZATION. ACCORDINGLY, HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY FILED A 2019 FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO DR. KLASKO'S COMPENSATION IN EXCESS OF $1M. WILLIAM M. KEANE, M.D. AND CHARLES J. YEO, M.D., FACS, ARE MEMBERS OF THE ORGANIZATIONS BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. THESE INDIVIDUALS PROVIDE LICENSED MEDICAL SERVICES, AS WELL AS, NON-CLINICAL SERVICES AND ARE EMPLOYED BY A RELATED ORGANIZATION WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH ("SYSTEM"). DURING 2019, THEIR EMPLOYERS WERE NOT REQUIRED TO FILE A FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO THESE INDIVIDUALS BECAUSE THE PORTION OF THEIR COMPENSATION ATTRIBUTABLE TO NON-CLINICAL SERVICES WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAXES AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. PETER L. DEANGELIS, JR. AND CRISTINA G. CAVALIERI, ESQ. ARE OFFICERS OF THE ORGANIZATIONS BOARD OF DIRECTORS; AN UNCOMPENSATED POSITION. THESE INDIVIDUALS ARE BOTH EMPLOYED BY A RELATED ORGANIZATION. ACCORDINGLY, THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THOMAS JEFFERSON UNIVERSITY DID NOT FILE A 2019 FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO THEIR COMPENSATION IN EXCESS OF $1M BECAUSE THESE INDIVIDUALS WERE NOT COVERED EMPLOYEES OF THOMAS JEFFERSON UNIVERSITY AND THUS EXEMPT FROM EXCISE TAXES AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. EDMUND PRIBITKIN, M.D. IS AN OFFICER OF THIS ORGANIZATION. DR. PRIBITKIN PROVIDES LICENSED MEDICAL SERVICES, AS WELL AS, NON-CLINICAL SERVICES AND IS EMPLOYED BY A RELATED ORGANIZATION WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. DURING 2019, HIS EMPLOYER WAS NOT REQUIRED TO FILE A FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO DR. PRIBITKIN BECAUSE THE PORTION OF HIS COMPENSATION ATTRIBUTABLE TO NON-CLINICAL SERVICES WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAXES AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. JAMES S. HARROP, M.D., ROBERT H. ROSENWASSER, M.D., JACK JALLO, M.D., SRINIVAS PRASAD, M.D. AND JAMES J. EVANS, M.D. ARE INCLUDED WITHIN THE ORGANIZATIONS FORM 990, PART VII. THESE INDIVIDUALS PROVIDE LICENSED MEDICAL SERVICES, AS WELL AS, NON-CLINICAL SERVICES AND ARE EMPLOYED BY A RELATED ORGANIZATION WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. DURING 2019, THEIR EMPLOYERS WERE NOT REQUIRED TO FILE A FORM 4720 FOR ANY REMITTANCE OF EXCISE TAX RELATED TO THESE INDIVIDUALS BECAUSE THE PORTION OF THEIR COMPENSATION ATTRIBUTABLE TO NON-CLINICAL SERVICES WAS NOT IN EXCESS OF $1M AND THUS EXEMPT FROM EXCISE TAXES AS PROVIDED FOR UNDER INTERNAL REVENUE CODE SECTION 4960. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION - $826,500; - CHANGE IN INTEREST RATE SWAP CONTRACTS - ($1,885); AND - CHANGES IN GOODWILL - ($852,323). CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2020 AND JUNE 30, 2019; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THOMAS JEFFERSON UNIVERSITY'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352651 EDUCATION PA 501(C)(3) 509(A)(1) NA false TJUH SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263026795 HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU false THOMAS JEFFERSON UNIVERSITY HOSPITALS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232829095 HEALTH SVCS. 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NJ NA C CORP. false false false false false true false false false false false true true false true true true true false true SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.