2021-05-14T13:53:00-05:00 2020-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2019-07-01 231352651 THOMAS JEFFERSON UNIVERSITY % RONALD C KELLER CPA THOM 2155038344 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 PETER L DEANGELIS JR EVP CFO/CAO 2159554773 2021-05-11 true Scott J Mariani P00642486 2155462140 2021-05-11 2019 2022-09-23 18:48:47Z STEPHEN K KLASKO MD MBA 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 1092481162 false X WWW.JEFFERSON.EDU X 1824 PA IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION. 28 24 6032 2114 2451121 1253070 54536876 29389665 801238963 1030032450 15139037 21376635 10457350 8691038 881372226 1089489788 28570686 30930807 0 0 463336669 555909160 0 0 15943670 369892628 514559134 861799983 1101399101 19572243 -11909313 3323829633 3573425169 2615740015 3009849455 708089618 563575714 X THOMAS JEFFERSON UNIVERSITY ("TJU") IS A COMPREHENSIVE UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR THE 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, FASHION, ENGINEERING, HEALTH, MEDICINE, SCIENCE AND TEXTILES - INFUSED WITH THE LIBERAL ARTS. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. false false 1052181661 30930807 1032424500 EXPENSES INCURRED IN FUNCTIONING AS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY, AS WELL AS, THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. ADDITIONALLY, THIS ORGANIZATION SERVES AS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. FOR ADDITIONAL INFORMATION, PLEASE REFER TO THE ORGANIZATIONS COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. 1052181661 true true false true false false false true false true true false true true true false false true true false false true false false true false false true true true true false false false false false true false false true false true true false false true true true true false false true X 1287 0 true 6032 true true true false false false false true true false false false false true false X 28 24 true true false false false false false true true false false true true true true true true true true true true CA PA X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X STEPHEN K KLASKO MD MBA TRUSTEE - PRES/CEO TJU 60.0 0.0 X X 4379689 0 3042542 LAURENCE M MERLIS EVP, STRATEGIC VENTURES 60.0 0.0 X 2085344 1302388 770638 BRUCE A MEYER MD MBA SENIOR EVP TJU, PRES JEFF HLTH 60.0 0.0 X 2370275 0 1190599 KATHLEEN KINSLOW CRNA MBA EVP,CHIEF INTEG OFF(TERM 9/19) 55.0 0.0 X 2537256 135827 56657 MICHAEL B WALSH SVP FINANCE TJU & JH 55.0 0.0 X 0 2193597 310921 JAMES S HARROP MD PROFESSOR & PHYSICIAN 55.0 0.0 X 255540 1870356 84647 PETER L DEANGELIS JR TREASURER - EVP, CFO & CAO 60.0 0.0 X 1527313 0 627664 ROBERT H ROSENWASSER MD PROFESSOR & PHYSICIAN 55.0 0.0 X 1791103 282250 80291 JEFFREY STEVENS EVP, CHIEF HR OFF(TERM 09/19) 55.0 0.0 X 1978243 0 55769 JACK JALLO MD PHD PROFESSOR & PHYSICIAN 55.0 0.0 X 277766 1485776 89709 SRINIVAS PRASAD MD MS PROFESSOR & PHYSICIAN 55.0 0.0 X 64244 1702914 42846 ELIZABETH DALE EDD EVP, CHIEF ADVANCEMENT OFFICER 55.0 0.0 X 1395040 0 390441 MARK L TYKOCINSKI MD EVP, ACAD AFFAIRS & PROVOST 60.0 0.0 X 1326305 0 413098 CRISTINA G CAVALIERI ESQ SECRETARY-EVP CH LEGAL COUNSEL 60.0 0.0 X 1296044 0 415622 KATHLEEN GALLAGHER EVP, COO TJU 55.0 0.0 X 943137 0 434739 JOHN C EKARIUS EVP, CHIEF OF STAFF 55.0 0.0 X 965442 0 376186 STEPHANIE CONNERS MBA BSN EVP, COO JEFFERSON HEALTH 55.0 0.0 X 1000724 0 156042 ANNE BOLAND DOCIMO MD MBA FORMER OFFICER 0.0 0.0 X 808839 0 8076 JOHN J KELLY MD FORMER OFFICER 0.0 0.0 X 0 740430 43365 STEPHEN SPINELLI JR PHD FORMER KEY EMPLOYEE 0.0 0.0 X 600000 0 0 CLAYTON FITZHUGH EVP, CHIEF HR OFF (EFF 07/19) 55.0 0.0 X 387349 0 36370 H RICHARD HAVERSTICK JR CHAIRMAN - TRUSTEE 5.0 0.0 X X 0 0 0 CARO U ROCK VICE CHAIR - TRUSTEE 5.0 0.0 X X 0 0 0 ROBERT S ADELSON ESQ TRUSTEE 5.0 0.0 X 0 0 0 DAVID ARCHIBALD EDD TRUSTEE 5.0 0.0 X 0 0 0 DAVID R BINSWANGER TRUSTEE 5.0 0.0 X 0 0 0 IRA BRIND ESQ TRUSTEE 5.0 0.0 X 0 0 0 THOMAS S BROWN ESQ TRUSTEE 5.0 0.0 X 0 0 0 STEPHEN P CRANE TRUSTEE 5.0 0.0 X 0 0 0 ROBERT DISTANISLAO TRUSTEE 5.0 0.0 X 0 0 0 JOHN F DURANTE TRUSTEE 5.0 0.0 X 0 0 0 BRUCE K ENTWISLE TRUSTEE 5.0 0.0 X 0 0 0 RICHARD W HEVNER TRUSTEE 5.0 0.0 X 0 0 0 LESLIE MCNAMARA TRUSTEE 5.0 0.0 X 0 0 0 ANDREW MORRISROE TRUSTEE 5.0 0.0 X 0 0 0 RONALD J NAPLES TRUSTEE 5.0 0.0 X 0 0 0 BRUCE J PAPARONE TRUSTEE 5.0 0.0 X 0 0 0 VIVIAN PINN MD TRUSTEE 5.0 0.0 X 0 0 0 DUNCAN B PITCAIRN TRUSTEE 5.0 0.0 X 0 0 0 RICHARD T RILEY TRUSTEE 5.0 0.0 X 0 0 0 JOHN P SILVESTRI TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL SNEED TRUSTEE 5.0 0.0 X 0 0 0 MERYLE TWERSKY ESQ TRUSTEE 5.0 0.0 X 0 0 0 ALEXANDER VACCARO MD PHD TRUSTEE 5.0 0.0 X 0 0 0 EILEEN VOYNICK TRUSTEE 5.0 0.0 X 0 0 0 TRISTA WALKER TRUSTEE 5.0 0.0 X 0 0 0 JOHN WALP TRUSTEE 5.0 0.0 X 0 0 0 PATRICIA WELLENBACH TRUSTEE 5.0 0.0 X 0 0 0 ROBERT I BARSKY DO TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 JAY W BLUMENTHAL TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 RONALD L CAPUTO TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 WILLIAM A LANDMAN TRUSTEE (TERMED 12/2019) 5.0 0.0 X 0 0 0 MARVIN MASHNER TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 JOSEPH MARESSA JR ESQ TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 EDWARD MCKENNA III TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 AUSTIN A MEEHAN III PE TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 PETER SAMSON ESQ TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 BENJAMIN V SANCHEZ ESQ CPA TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 PHILIP J SASSO MD TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 ALBERT E SMITH CPA TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 JOSEPH A SMITH TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 CRAIG WHITE TRUSTEE (TERMED 08/2019) 5.0 0.0 X 0 0 0 25989653 9713538 8626222 1024 true true false GE HEALTHCARE 990 INNOVATION DRIVE WAUWATOSA WI 53226 CONSULTING 55284914 INTECH CONSTRUCTION INC 3020 MARKET STREET PHILADELPHIA PA 19104 CONSTRUCTION 21051475 EPIC SYSTEMS CORPORATION 1979 MILKY WAY VERONA WI 53593 SOFTWARE & MAINT. 20746938 C ERICKSON AND SONS INC 2200 ARCH STREET SUITE 200 PHILADELPHIA PA 19103 CONSTRUCTION 19652896 P AGNES INC 2101 PENROSE AVENUE PHILADELPHIA PA 19101 CONSTRUCTION 14281151 297 X 1756083 124846 3942802 23565934 261461 29389665 EDUCATION 611300 283403862 283403862 ACADEMIC RESEARCH 547712 94521894 94521894 RENTAL INCOME FROM AFFILIATES 351190 2161925 2102854 59071 PROGRAM SERVICE RELATED REVENUE 611300 649944769 649944769 1030032450 388540 388540 0 0 2614070 2135716 478354 0 478354 478354 21048399 60304 21048399 -60304 20988095 1084089 19904006 795354 1756083 795354 0 0 0 0 0 0 PARKING 541800 8212684 1307961 6904723 8212684 1089489788 1029973379 2451121 27675623 X 9212421 9212421 20483548 20483548 1234838 1234838 0 30158528 30158528 0 428797359 408027411 10783990 9985958 18523282 18515194 8088 46691820 42959971 1664792 2067057 31738171 30467344 680301 590526 949125 949125 20091192 18900459 1190733 2304643 2172204 132439 817434 817434 0 10830759 10830759 182864614 170700398 11259426 904790 15626106 14589476 1007110 29520 23353872 21967719 598262 787891 77409563 73727359 3262987 419217 0 39670677 38653480 444371 572826 14750795 14602161 148634 0 1985090 1936115 35937 13038 11056332 11030923 25409 0 30031315 30025579 5736 889075 888944 131 REPAIRS & MAINTENANCE 21384023 20197372 1186469 182 RESEARCH SUPPLIES 15337133 15337133 0 DUES & SUBSCRIPTIONS 14168278 13667583 442891 57804 MEDICAL SUPPLIES 13538609 13189628 344432 4549 17500499 16938555 200266 361678 1101399101 1052181661 33273770 15943670 0 0 295151155 618168066 112384000 98470898 14846895 36745726 300000 300000 0 0 23033436 20982548 1956857 1238678 26234412 47463510 1036222038 536512257 446803038 499709781 0 0 0 0 731664945 926420828 6060343 5852675 1665394552 1318072459 3323829633 3573425169 252554090 218683571 0 0 20125933 46406338 2096631858 2072646278 0 0 0 0 57206 260787355 0 0 246370928 411325913 2615740015 3009849455 X 229884950 87978542 478204668 475597172 708089618 563575714 3323829633 3573425169 X -11909313 15507375 -148111966 X X false true X true true true X 56883580 40274409 30787594 54536876 29389665 211872124 0 0 56883580 40274409 30787594 54536876 29389665 211872124 23650035 188222089 10469379 10198680 4346797 3817438 3002610 31834904 0 0 243707028 3424811012 0.77233 0.72962 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false true false false false true true false true 817434 817434 false SCHEDULE C, PART II-B, LINES 1B, 1F, 1G & 1I DURING THE YEAR ENDED JUNE 30, 2020 THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $811,631 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2020. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS SENIOR VICE PRESIDENT OF GOVERNMENT/EXTERNAL AFFAIRS TO REPRESENT TIME SPENT ADDRESSING FEDERAL, STATE AND LOCAL HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $4,176 DURING THE FISCAL YEAR ENDED JUNE 30, 2020. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,627 DURING THE FISCAL YEAR ENDED JUNE 30, 2020. 5747881 X X X false false false 612893064 9234345 12089709 0 26206021 0 608011097 594575264 13757420 30784522 0 26224142 0 612893064 574584954 11836587 29738195 0 21584472 0 594575264 539215761 13454286 45125331 0 23210424 0 574584954 472108488 82747763 4093424 0 19733914 0 539215761 0.49740 0.30870 0.19390 false false 40390609 40390609 637184454 367969233 269215221 56917372 2977209 53940163 272393296 160424743 111968553 29336308 5141073 24195235 499709781 ASSETS WHOSE USE IS LIMITED 16352800 F SHORT-TERM INVESTMENTS 278970887 F LONG-TERM INVESTMENTS 631097141 F 926420828 DUE FROM AFFILIATES 1310131077 OTHER RECEIVABLES 2149000 OTHER ASSETS 5792382 1318072459 0 GRANT & CONTRACT ADVANCES 21667086 FEDERAL STUDENT LOAN ADVANCES 6550980 ACCRUED PENSION LIABILITY 279961933 ACCRUED WORKERS COMPENSATION CLAIMS 14571468 INTEREST RATE SWAP CONTRACTS 71787555 OTHER LIABILITIES 16786891 411325913 SCHEDULE D, PART III; QUESTION 4 THE ORGANIZATION MAINTAINS A COLLECTION OF PORTRAITS AND MEDICAL/SURGICAL HISTORICAL OBJECTS THAT ARE USED TO DEMONSTRATE ITS ACHIEVEMENTS AND CONTRIBUTIONS IN THE STUDY OF MEDICINE. THE ORGANIZATION CAPITALIZES WORKS OF ART, HISTORICAL TREASURERS OR SIMILAR ASSETS AND RECORDS THEM AT FAIR MARKET VALUE AT THE DATE OF THE CONTRIBUTION. SCHEDULE D, PART V; QUESTION 4 ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS SUPPORT PROFESSORSHIPS, SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS, SUPPORT THE ACQUISITION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES, AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2020 AND JUNE 30, 2019; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATIONS AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJUS ENDOWMENTS CONSIST OF 1,017 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE UNIVERSITY REPORTS ALL ENDOWMENT INVESTMENTS AT FAIR VALUE. CASH EQUIVALENTS IN ENDOWMENTS ARE TREATED AS INVESTMENTS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE ARE CLASSIFIED AS A REDUCTION OF DONOR-RESTRICTED NET ASSETS AND WERE $2.1 MILLION AND $1.3 MILLION AS OF JUNE 30, 2020 AND 2019, RESPECTIVELY. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW PERMANENTLY RESTRICTED CONTRIBUTIONS AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). RATHER, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJUS ENDOWMENT FUNDS. THE PENNSYLVANIA ACT ALLOWS A NONPROFIT TO ELECT TO APPROPRIATE FOR EXPENDITURE AN INVESTMENT POLICY THAT SEEKS THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE INVESTMENTS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT, THE OBJECTIVES OF TJUS INVESTMENT POLICY IS TO PROVIDE A LEVEL OF SPENDABLE INCOME WHICH IS SUFFICIENT TO MEET THE CURRENT AND FUTURE BUDGETARY REQUIREMENTS OF TJU AND WHICH IS CONSISTENT WITH THE GOAL OF PROTECTING THE PURCHASING POWER OF THE INVESTMENTS. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF TJU IS BASED ON 75% OF THE PRIOR YEAR SPENDABLE INCOME AND 25% OF THE CALCULATED TWO YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE MULTIPLIED BY 4.75%; THE SUM OF WHICH IS ADJUSTED BY AN INFLATION FACTOR. true true true true true true true false false false false false false false false true false true SCHEDULE E, PART I; QUESTION 3 THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. AN EQUAL OPPORTUNITY EMPLOYMENT POLICY WAS PUBLICIZED IN THE LOCAL NEWSPAPER, THE PHILADELPHIA INQUIRER. SCHEDULE E, PART I; QUESTION 6 THIS ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"). BEGINNING IN MARCH 2020, THE SYSTEMS OPERATIONS WERE SIGNIFICANTLY IMPACTED BY THE COVID-19 PANDEMIC. THE SYSTEMS ELECTIVE HEALTHCARE PROCEDURES AND OFFICE VISITS WERE CANCELED AS A RESULT OF GOVERNMENTAL STAY-AT-HOME ORDERS THAT WERE IN EFFECT IN THE REGION INTO JUNE 2020. AS A RESULT OF THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ("CARES") ACT SIGNED INTO LAW ON MARCH 27, 2020, THE SYSTEM RECEIVED OVER $300 MILLION IN GOVERNMENT SUPPORT PRIMARILY TO REIMBURSE FOR COVID-19 RELATED EXPENSES AND LOST OPERATING INCOME. THE PORTION OF THE CARES ACT FINANCIAL SUPPORT PROVIDED SPECIFICALLY TO THIS ORGANIZATION IS INCLUDED WITHIN CORE FORM, PART VIII, LINE 1E. IN ADDITION, DURING THE FISCAL YEAR ENDED JUNE 30, 2020, THE ORGANIZATION RECEIVED FINANCIAL ASSISTANCE FUNDING FROM THE STATE OF DELAWARE. THIS FINANCIAL SUPPORT IS INCLUDED WITHIN CORE FORM, PART VIII, LINE 1E. true Europe (Including Iceland and Greenland) 0 0 Grantmaking 1058176 Middle East and North Africa 0 0 Grantmaking 82846 North America 0 0 Grantmaking 9601 South Asia 0 0 Grantmaking 84215 Europe (Including Iceland and Greenland) 0 0 Investments 44523243 East Asia and the Pacific 0 0 Investments 26986907 South America 0 0 Investments 3229926 North America 0 0 Investments 9812955 Central America and the Caribbean 0 0 Investments 93212158 Middle East and North Africa 0 0 Investments 148 Central America and the Caribbean 0 0 Program Services FINANCIAL VEHICLE 27706417 0 0 0 0 206706592 206706592 Europe (Including Iceland and Greenland) SPONSORED 19440 WIRE South Asia SPONSORED 862766 WIRE Europe (Including Iceland and Greenland) SPONSORED 84215 WIRE Europe (Including Iceland and Greenland) SPONSORED 67577 WIRE Europe (Including Iceland and Greenland) SPONSORED 58368 WIRE Middle East and North Africa SPONSORED 21416 WIRE Middle East and North Africa SPONSORED 59759 WIRE Europe (Including Iceland and Greenland) SPONSORED 23087 WIRE North America SPONSORED 9601 CHECK Europe (Including Iceland and Greenland) SPONSORED 17334 WIRE 9 1 true false false false false false SCHEDULE F, PART I DURING THE FISCAL YEAR ENDED JUNE 30, 2020, THIS ORGANIZATION REMITTED $27,706,417 TO CASSATT INSURANCE COMPANY, LTD., A FINANCIAL VEHICLE, FOR THE BENEFIT OF THE FOLLOWING RELATED ORGANIZATIONS: JEFFERSON HEALTH - NORTHEAST - $16,144,469; ARIA HEALTH PHYSICIAN SERVICES - $3,444,541; ARIA HEALTH ORTHOPAEDICS - $92,518; ABINGTON MEMORIAL HOSPITAL - $7,147,655; AND LANSDALE HOSPITAL CORPORATION - $877,234. THIS ORGANIZATION ALLOCATES THESE PAYMENTS TO EACH AFFILIATE VIA AN INTERCOMPANY ACCOUNT. SCHEDULE F, PART I; LINE 2 THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET. SCHEDULE F, PART IV; QUESTION 5 THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2020. HOWEVER, THE ORGANIZATION DID NOT MEET THE REPORTING THRESHOLDS REQUIRED TO FILE ANY FORMS 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS. GALA 2065105 1383617 681488 26115 303742 351631 CARE TO CURE 326155 225665 100490 347 10920 42279 22982 23962 2 160177 146801 13376 239 5915 7222 2551437 1756083 795354 586 37035 351936 22982 382815 795354 true ALBANY MEDICAL CENTER 42 NEW SCOTLAND AVENUE ALBANY NY 12208 141641730 501(C)(3) 68694 PROGRAM SUPPORT ALBERT EINSTEIN HEALTHCARE NETWORK 5501 OLD YORK ROAD PHILADELPHIA PA 19141 232290323 501(C)(3) 87388 PROGRAM SUPPORT ALFRED I DUPONT HOSPITAL FOR CHILDREN 1600 ROCKLAND ROAD WILMINGTON DE 19803 590634433 501(C)(3) 76355 PROGRAM SUPPORT ARCADIA UNIVERSITY 450 SOUTH EASTON ROAD GLENSIDE PA 19038 231352620 501(C)(3) 14374 PROGRAM SUPPORT AUGUSTA UNIVERSITY RESEARCH INSTITUTE INC 1120 15TH STREET AUGUSTA GA 30912 581418202 501(C)(3) 88864 PROGRAM SUPPORT BARUCH S BLUMBERG INSTITUTE 3805 OLD EASTON ROAD DOYLESTOWN PA 18902 061671347 501(C)(3) 21150 PROGRAM SUPPORT BAYLOR COLLEGE OF MEDICINE 1 BAYLOR PLAZA HOUSTON TX 77030 741613878 501(C)(3) 66244 PROGRAM SUPPORT BENTEN TECHNOLOGIES 9408 GRANT AVE STE 206 MANASSAS VA 20110 541986427 14616 PROGRAM SUPPORT BETH ISRAEL DEACONESS MEDICAL CENTER 330 BROOKLINE AVENUE BOSTON MA 02215 042103881 501(C)(3) 88637 PROGRAM SUPPORT BOARD OF THE LELAND STANFORD JR INSTITUTE 3160 PORTER DRIVE PALO ALTO CA 94304 941156365 501(C)(3) 373731 PROGRAM SUPPORT BRIGHAM AND WOMEN'S HOSPITAL 75 FRANCIS STREET BOSTON MA 02115 042312909 501(C)(3) 197315 PROGRAM SUPPORT CASE WESTERN RESERVE UNIVERSITY 10900 EUCLID AVENUE CLEVELAND OH 44106 341018992 501(C)(3) 8856 PROGRAM SUPPORT CENTER IN THE PARK 5818 GERMANTOWN AVE PHILADELPHIA PA 19144 231919016 501(C)(3) 14293 PROGRAM SUPPORT CHAPMAN UNIVERSITY 1 UNIVERSITY DRIVE ORANGE CA 92866 951643992 501(C)(3) 48153 PROGRAM SUPPORT CHILDRENS HOSPITAL OF PHILADELPHIA 3516 CIVIC CTR BLVD PHILADELPHIA PA 19104 231352166 501(C)(3) 173251 PROGRAM SUPPORT CHRISTIANA CARE HEALTH SERVICES INC 4755 OGLETOWN-STANTON ROAD NEWARK DE 19718 510103684 501(C)(3) 41396 PROGRAM SUPPORT COLORADO STATE UNIVERSITY 300 UNIV SVCS CTR FORT COLLINS CO 80523 846000545 GOV'T ORG 29183 PROGRAM SUPPORT CORTICA HEALTHCARE 7090 MIRATECH DRIVE SAN DIEGO CA 92121 473276408 5115 PROGRAM SUPPORT DOYLESTOWN HOSPITAL 595 WEST STATE STREET DOYLESTOWN PA 18901 231352174 501(C)(3) 8820 PROGRAM SUPPORT DREXEL UNIVERSITY 1505 RACE ST 10TH FL PHILADELPHIA PA 19102 231352630 501(C)(3) 475937 PROGRAM SUPPORT EXXELL BIO INC 5264 OXFORD ST NORTH SHOREVIEW MN 55126 472234335 27748 PROGRAM SUPPORT FLORIDA ATLANTIC UNIVERSITY 777 GLADES ROAD BOCA RATON FL 33431 650385507 501(C)(3) 131693 PROGRAM SUPPORT GE GLOBAL RESEARCH 1 RESEARCH CIRCLE NISKAYUNA NY 12309 140689340 303683 PROGRAM SUPPORT GEORGE WASHINGTON UNIVERSITY 2121 EYE ST NW WASHINGTON DC 20052 530196584 501(C)(3) 113229 PROGRAM SUPPORT GEORGIA STATE UNIV RESEARCH FDN PO BOX 3999 ATLANTA GA 30302 581845423 501(C)(3) 227395 PROGRAM SUPPORT ICAHN SCHOOL OF MEDICINE-MOUNT SINAI 1 GUSTAVE L LEVY PL NEW YORK NY 10029 136171197 501(C)(3) 213064 PROGRAM SUPPORT INDIANA UNIVERSITY HEALTH INC 950 N MERIDIAN STE 800 INDIANAPOLIS IN 46204 351955872 501(C)(3) 15600 PROGRAM SUPPORT INFECTIOUS DISEASE RESEARCH INSTITUTE 1616 EASTLAKE AVE STE 400 SEATTLE WA 98102 911608978 501(C)(3) 261154 PROGRAM SUPPORT JACKSON LABORATORY 600 MAIN STREET BAR HARBOR ME 04609 010211513 501(C)(3) 6993 PROGRAM SUPPORT JOHNS HOPKINS UNIVERSITY 1101 E 33RD ST STE B220 BALTIMORE MD 21218 520595110 501(C)(3) 37045 PROGRAM SUPPORT MATERNITY CARE COALITION 2000 HAMILTON ST PHILADELPHIA PA 19130 232200410 501(C)(3) 42305 PROGRAM SUPPORT MEE PRODUCTIONS INC 1 WINDING DR STE 203 PHILADELPHIA PA 19131 232618368 14399 PROGRAM SUPPORT NORTHWESTERN UNIVERSITY 633 CLARK STREET EVANSTON IL 60208 362167817 501(C)(3) 144434 PROGRAM SUPPORT NOVA SOUTHEASTERN UNIVERSITY 3301 COLLEGE AVE FORT LAUDERDALE FL 33314 591083502 501(C)(3) 9100 PROGRAM SUPPORT PROJECT HOME INC 3841 KIPP STREET MADISON WI 53718 391279307 501(C)(3) 75194 PROGRAM SUPPORT PUBLIC HEALTH MANAGEMENT CORPORATION 1500 MARKET STREET PHILADELPHIA PA 19102 237221025 501(C)(3) 79128 PROGRAM SUPPORT READING HOSPITAL 6TH AVE SPRUCE ST READING PA 19611 231352204 501(C)(3) 9820 PROGRAM SUPPORT READY CLINICAL LLC 116 VILLAGE BLVD PRINCETON NJ 08540 264673472 22500 PROGRAM SUPPORT REGENTS OF THE UNIVERSITY OF CALIFORNIA SF 185 BERRY ST SAN FRANCISCO CA 94107 946036493 GOV'T ORG 5200 PROGRAM SUPPORT REGENTS OF THE UNIVERSITY OF MICHIGAN 3003 SOUTH STATE STREET ANN ARBOR MI 48109 386006309 GOV'T ORG 39949 PROGRAM SUPPORT RESEARCH TRIANGLE INSTITUTE 3040 E CORNWALLIS RD RESEARCH TRIANGLE PARK NC 27709 560686338 501(C)(3) 15010 PROGRAM SUPPORT RUSH UNIVERSITY MEDICAL CENTER 1653 W CONGRESS PARKWAY CHICAGO IL 60612 362174823 501(C)(3) 8448 PROGRAM SUPPORT RUTGERS UNIVERSITY 89 FRENCH ST NEW BRUNSWICK NJ 08901 462354111 GOV'T ORG 74019 PROGRAM SUPPORT SAINT JOSEPH'S UNIVERSITY 5600 CITY AVENUE PHILADELPHIA PA 19131 231352674 501(C)(3) 45981 PROGRAM SUPPORT SANFORD BURNHAM MEDICAL RESEARCH INSTITUTE 10901 N TORREY PINES RD LA JOLLA CA 92037 510197108 501(C)(3) 154006 PROGRAM SUPPORT SHRINERS HOSPITALS FOR CHILDREN 3551 N BROAD ST PHILADELPHIA PA 19140 362193608 501(C)(3) 8500 PROGRAM SUPPORT ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PL MEMPHIS TN 38105 067717892 501(C)(3) 21831 PROGRAM SUPPORT SYRACUSE UNIVERSITY 640 SKYTOP ROAD SYRACUSE NY 13244 150532081 501(C)(3) 5590 PROGRAM SUPPORT TEMPLE UNIVERSITY 1805 BROAD STREET PHILADELPHIA PA 19122 231365971 501(C)(3) 688626 PROGRAM SUPPORT THE GENEVA FOUNDATION 917 PACIFIC AVE STE 600 TACOMA WA 98402 911593913 501(C)(3) 86524 PROGRAM SUPPORT THE MEDICAL COLLEGE OF WISCONSIN INC 8701 WATERTOWN PLANK RD MILWAUKEE WI 52336 390806261 501(C)(3) 136198 PROGRAM SUPPORT THE OHIO STATE UNIVERSITY 901 WOODY HAYES DRIVE COLUMBUS OH 43210 316025986 GOV'T ORG 8946 PROGRAM SUPPORT THE PENNSYLVANIA STATE UNIVERSITY 500 UNIVERSITY DRIVE HERSHEY PA 17033 246000376 GOV'T ORG 39180 PROGRAM SUPPORT THE RESEARCH INSTITUTE OF FOX CHASE CANCER CTR 333 COTTMAN AVENUE CHELTENHAM PA 19111 236296135 501(C)(3) 42748 PROGRAM SUPPORT THE UNIVERSITY OF TEXAS SOUTHWESTERN MED CTR 5323 HARRY HINES BLVD DALLAS TX 75390 756002868 GOV'T ORG 48618 PROGRAM SUPPORT THOMAS JEFFERSON UNIVERSITY HOSPITALS INC 1101 MARKET ST PHILADELPHIA PA 19107 232829095 501(C)(3) 7500 PROGRAM SUPPORT TRUSTEES OF BOSTON UNIVERSITY 715 ALBANY ST 5TH FL W BOSTON MA 02118 042103547 501(C)(3) 6143 PROGRAM SUPPORT TRUSTEES OF DARTMOUTH COLLEGE 11 ROPE FERRY ROAD HANOVER NH 03755 020222111 501(C)(3) 53516 PROGRAM SUPPORT TRUSTEES OF THE UNIVERSITY OF PA PO BOX 785541 PHILADELPHIA PA 19178 231352685 501(C)(3) 852287 PROGRAM SUPPORT TUFTS UNIVERSITY 169 HOLLAND STREET SOMERVILLE MA 02144 042103634 501(C)(3) 468557 PROGRAM SUPPORT UNIVERSITY OF CALIFORNIA SAN DIEGO 200 WEST ARBOR DR SAN DIEGO CA 92103 956006144 GOV'T ORG 149415 PROGRAM SUPPORT UNIVERSITY OF DELAWARE 210 HULIHEN HALL NEWARK DE 19716 516000297 501(C)(3) 33090 PROGRAM SUPPORT UNIVERSITY OF ILLINOIS 506 SOUTH WRIGHT STREET URBANA IL 61801 376000511 GOV'T ORG 10400 PROGRAM SUPPORT UNIVERSITY OF IOWA 105 JESSUP HALL IOWA CITY IA 52242 426004813 GOV'T ORG 63437 PROGRAM SUPPORT UNIVERSITY OF KANSAS MEDICAL CENTER 3901 RAINBOW BLVD KANSAS CITY KS 66103 481108830 501(C)(3) 44001 PROGRAM SUPPORT UNIVERSITY OF MARYLAND 3112 LEE BUILDING COLLEGE PARK MD 20742 526002033 GOV'T ORG 51715 PROGRAM SUPPORT UNIVERSITY OF MIAMI 1320 S DIXIE HWY CORAL GABLES FL 33146 590624458 501(C)(3) 77702 PROGRAM SUPPORT UNIVERSITY OF NEBRASKA 3835 HOLDREGE STREET LINCOLN NE 68583 470049123 GOV'T ORG 18734 PROGRAM SUPPORT UNIVERSITY OF PITTSBURGH 1817 CATHEDRAL OF LRNG PITTSBURGH PA 15260 250965591 501(C)(3) 20467 PROGRAM SUPPORT UNIVERSITY OF ROCHESTER 910 GENESEE ST STE 200 ROCHESTER NY 14611 160743209 501(C)(3) 11010 PROGRAM SUPPORT UNIVERSITY OF SOUTH ALABAMA 307 N UNIVERSITY BLVD MOBILE AL 36688 630477348 501(C)(3) 281603 PROGRAM SUPPORT UNIVERSITY OF TEXAS 800 W CAMPBELL ROAD RICHARDSON TX 75080 751305566 GOV'T ORG 92301 PROGRAM SUPPORT UNIVERSITY OF THE SCIENCES 600 SOUTH 43RD ST PHILADELPHIA PA 19104 231352668 501(C)(3) 29277 PROGRAM SUPPORT UNIVERSITY OF WASHINGTON 4333 BROOKLYN AVE NE SEATTLE WA 98195 916001537 GOV'T ORG 273935 PROGRAM SUPPORT VANDERBILT UNIVERSITY 2301 VANDERBILT PLACE NASHVILLE TN 37240 620476822 501(C)(3) 93720 PROGRAM SUPPORT VANDERBILT UNIVERSITY MEDICAL CENTER 1211 MEDICAL CENTER DR NASHVILLE TN 37232 352528741 501(C)(3) 70132 PROGRAM SUPPORT WILLS EYE HOSPITAL 840 WALNUT STREET PHILADELPHIA PA 19107 236000204 501(C)(3) 5223 PROGRAM SUPPORT WISTAR INSTITUTE OF ANATOMY & BIOLOGY 3501 SPRUCE STREET PHILADELPHIA PA 19104 236434390 501(C)(3) 37346 PROGRAM SUPPORT RESEARCH GRANT 6632 SPONSORED 72 6 SCHOLARSHIPS 1597 20326008 SCHEDULE I, PART I, LINE 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 X X true true X X X X true true false false false false false true false STEPHEN K KLASKO MD MBA TRUSTEE - PRES/CEO TJU 1936937 0 2260000 0 182752 0 3022824 0 19718 0 7422231 0 0 0 LAURENCE M MERLIS EVP, STRATEGIC VENTURES 890995 0 585335 0 609014 1302388 751763 0 18875 0 2855982 1302388 256912 486073 BRUCE A MEYER MD MBA SENIOR EVP TJU, PRES JEFF HLTH 1556103 0 708105 0 106067 0 1159113 0 31486 0 3560874 0 0 0 KATHLEEN KINSLOW CRNA MBA EVP,CHIEF INTEG OFF(TERM 9/19) 503445 0 436652 0 1597159 135827 44296 0 12361 0 2593913 135827 703454 76532 MICHAEL B WALSH SVP FINANCE TJU & JH 0 473104 0 123982 0 1596511 0 293245 0 17676 0 2504518 0 763834 JAMES S HARROP MD PROFESSOR & PHYSICIAN 222435 1209344 0 661012 33105 0 30137 28000 26510 0 312187 1898356 0 0 PETER L DEANGELIS JR TREASURER - EVP, CFO & CAO 980662 0 360791 0 185860 0 607998 0 19666 0 2154977 0 81298 0 ROBERT H ROSENWASSER MD PROFESSOR & PHYSICIAN 1323952 282250 105313 0 361838 0 35750 27475 17066 0 1843919 309725 0 0 JEFFREY STEVENS EVP, CHIEF HR OFF(TERM 09/19) 437842 0 192784 0 1347617 0 36400 0 19369 0 2034012 0 696618 0 JACK JALLO MD PHD PROFESSOR & PHYSICIAN 256775 896264 0 589512 20991 0 34450 28000 26339 920 338555 1514696 0 0 SRINIVAS PRASAD MD MS PROFESSOR & PHYSICIAN 64120 1358970 0 343944 124 0 6600 28000 8246 0 79090 1730914 0 0 ELIZABETH DALE EDD EVP, CHIEF ADVANCEMENT OFFICER 741491 0 483315 0 170234 0 376806 0 13635 0 1785481 0 0 0 MARK L TYKOCINSKI MD EVP, ACAD AFFAIRS & PROVOST 831831 0 291578 0 202896 0 393382 0 19716 0 1739403 0 0 0 CRISTINA G CAVALIERI ESQ SECRETARY-EVP CH LEGAL COUNSEL 813139 0 284179 0 198726 0 398556 0 17066 0 1711666 0 0 0 KATHLEEN GALLAGHER EVP, COO TJU 587686 0 205820 0 149631 0 414523 0 20216 0 1377876 0 55870 0 JOHN C EKARIUS EVP, CHIEF OF STAFF 603930 0 204833 0 156679 0 365556 0 10630 0 1341628 0 0 0 STEPHANIE CONNERS MBA BSN EVP, COO JEFFERSON HEALTH 743552 0 195640 0 61532 0 153050 0 2992 0 1156766 0 0 0 ANNE BOLAND DOCIMO MD MBA FORMER OFFICER 0 0 58839 0 750000 0 7649 0 427 0 816915 0 0 0 JOHN J KELLY MD FORMER OFFICER 0 0 0 0 0 740430 0 43365 0 0 0 783795 0 72566 STEPHEN SPINELLI JR PHD FORMER KEY EMPLOYEE 0 0 0 0 600000 0 0 0 0 0 600000 0 0 0 CLAYTON FITZHUGH EVP, CHIEF HR OFF (EFF 07/19) 311163 0 50000 0 26186 0 32500 0 3870 0 423719 0 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2019 FORMS W-2. SCHEDULE J, PART I; QUESTION 1 CERTAIN OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 2019 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES FOR THESE INDIVIDUALS, AS THESE EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME. THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENEFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: STEPHEN K. KLASKO, M.D., MBA; LAURENCE M. MERLIS; KATHLEEN KINSLOW, CRNA, MBA; BRUCE A. MEYER, M.D., MBA; PETER L. DEANGELIS, JR.; JEFFREY STEVENS; ELIZABETH DALE, ED.D.; MARK L. TYKOCINSKI, M.D.; CRISTINA G. CAVALIERI, ESQ.; KATHLEEN GALLAGHER; JOHN C. EKARIUS; STEPHANIE CONNERS, MBA, BSN, RN AND CLAYTON FITZHUGH. SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2019 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2019 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KATHLEEN KINSLOW, CRNA, MBA, $235,384; JEFFREY STEVENS, $338,462; ANNE BOLAND DOCIMO, M.D., MBA, $750,000; JOHN J. KELLY, M.D., $640,019; AND STEPHEN SPINELLI, JR., PH.D., $600,000. 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: LAURENCE M. MERLIS, $1,820,005; KATHLEEN KINSLOW, CRNA, MBA, $306,169; MICHAEL B. WALSH, $1,546,314; PETER L. DEANGELIS, JR., $113,874; ROBERT H. ROSENWASSER, M.D., $178,100; JEFFREY STEVENS, $93,442; ELIZABETH DALE, ED.D, $98,794; MARK L. TYKOCINSKI, M.D., $123,956; CRISTINA G. CAVALIERI, ESQ., $119,786; KATHLEEN GALLAGHER, $74,691 AND JOHN C. EKARIUS, $77,739. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, 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: KATHLEEN KINSLOW, CRNA, MBA, $1,090,852 AND JEFFREY STEVENS, $800,000. 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, 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, $604,109; BRUCE A. MEYER, M.D., MBA, $243,270; MICHAEL B. WALSH, $127,902; PETER L. DEANGELIS, JR., $123,253 AND KATHLEEN GALLAGHER, $50,917. 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; LAURENCE M. MERLIS, $470,813; BRUCE A. MEYER, M.D., MBA, $539,130; PETER L. DEANGELIS, JR., $283,345; ELIZABETH DALE, ED.D., $235,406; MARK L. TYKOCINSKI, M.D., $226,932; CRISTINA G. CAVALIERI, ESQ., $235,406; KATHLEEN GALLAGHER, $235,406 AND JOHN C. EKARIUS, $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, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS 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; LAURENCE M. MERLIS, $153,000; BRUCE A. MEYER, M.D., MBA, $340,313; PETER L. DEANGELIS, JR., $165,000; ELIZABETH DALE, ED.D., $105,000; MARK L. TYKOCINSKI, M.D., $130,050; CRISTINA G. CAVALIERI, ESQ., $126,750; KATHLEEN GALLAGHER, $91,800; JOHN C. EKARIUS, $93,750; STEPHANIE CONNERS, MBA, BSN, RN; $122,250 AND CLAYTON FITZHUGH, $32,500. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2019 WHICH AMOUNTS WERE 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 YEARS FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. A PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917R8G3 2012-10-04 45634203 CAPITAL PURCHASES & IMPROVEMENTS false false false B MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY 232328939 313604WK9 2012-08-02 205883542 REFUNDING PREVIOUS BONDS & CAP EXP false false true C PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY 232243852 70917SNP4 2015-02-26 550268991 CONSTRUCTION & REFUNDING PREV BOND false false false D PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT 232237287 71781XCR2 2017-02-08 380043540 REFINANCE PRIOR BONDS & CAP PROJ. false false false A 0 0 45634208 0 0 0 562929 0 21285000 23786274 0 0 2014 true false true true B 0 0 205886594 0 0 0 1973968 0 0 34050210 169862416 0 2013 true false true true C 0 0 550268991 0 0 0 4608598 0 0 545660383 0 0 2016 true false true true D 0 0 380043540 0 0 0 3811350 0 0 9310262 0 0 2018 true false true true A false true false false 0.00260 0.00260 0.00520 false false false true B false true true true false 0.00300 0.00300 0.00600 false false false true C false false false false 0 false false false true D false false false false 0 false false false true A false false false true false false 0 false 0 false true B false false false true true false 0 false 0 false true C false false false true true false 0 false 0 false true D false true false false true false 0 false 0 false true A true B true C true D true SCHEDULE K, PART I, COLUMN D ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. ADDITIONAL 2019A CUSIP NUMBERS INCLUDE: 613603BS5 SCHEDULE K, PART IV, LINE 2C SERIES 2012 BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF AUGUST 1, 2017. SERIES 2015 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 23, 2016 AS ALL BOND PROCEEDS WERE EXPENDED AS OF MAY 3, 2016. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND. A MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH 232247147 613603ZK8 2018-05-03 539430006 REFINANCE PRIOR BONDS & CAP PROJ. false false false B MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH 232247147 613603B57 2019-06-27 497019314 REFINANCE PRIOR BONDS & CAP PROJ. false false false A 0 0 539730432 0 0 0 4432770 0 0 110933629 0 66540130 2021 true false true true B 0 0 497019314 0 0 0 4280956 0 0 157392786 0 216844121 2021 true false true true A false false false false 0 false false false true B false false false false 0 false false false true A false true false false true false 0 false 0 false true B false true false false false false 0 false 0 false true A true B true STEPHEN K KLASKO PRES/CEO MORTGAGE X 300000 300000 false true true 300000 JACOB LANDMAN FAMILY MEMBER OF TRUSTEE 64043 EMPLOYEE false X 3 107496 FMV X 16 141611 FMV X MEDICAL EQUIPMENT & PARTS 1 12354 FMV false true false CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THOMAS JEFFERSON UNIVERSITY IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY ("TJU") WAS FIRST INCORPORATED UNDER THE NAME JEFFERSON MEDICAL COLLEGE OF PHILADELPHIA BY A SPECIAL ACT OF THE PENNSYLVANIA GENERAL ASSEMBLY IN 1838. TJU IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/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 IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). TODAY, TJU IS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY ("SKMC") AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. TJU'S EDUCATIONAL PROGRAMS ARE FULLY ACCREDITED AND IT EDUCATES OVER 4,000 STUDENTS ANNUALLY. TJU EDUCATES MEDICAL STUDENTS, NURSES, SCIENTISTS, PHYSICIAN'S ASSISTANTS, TECHNICIANS, PHARMACISTS, OCCUPATIONAL AND PHYSICAL THERAPISTS, POPULATION HEALTH EXPERTS, AND OTHER HEALTHCARE PROFESSIONALS TO PROVIDE HEALTHCARE SERVICES AND TO CONDUCT CUTTING-EDGE SCIENTIFIC AND MEDICAL RESEARCH IN THE CURE AND PREVENTION OF DISEASES. TJU ALSO CONDUCTS CLINICAL AND STATISTICAL RESEARCH, STUDIES, AND EXPERIMENTS TO IMPROVE CURRENT DISEASE PREVENTION AND TREATMENT KNOWLEDGE AND TECHNIQUES. TJU DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTER-PROFESSIONAL APPROACHES TO LEARNING THAT OFFER A VIBRANT AND EXPANDABLE PLATFORM FOR EDUCATION. THROUGH THIS UNIQUE MODEL, WE ARE PREPARING OUR STUDENTS FOR CURRENT AND YET-TO-BE-IMAGINED CAREERS SETTING TOMORROW'S STANDARDS BY BREAKING TODAY'S. UNIVERSITY MISSION: WE ARE A UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION & TEXTILES, HEALTH, SCIENCE AND SOCIAL SCIENCE INFUSED WITH THE LIBERAL ARTS. ENTERPRISE MISSION: WE IMPROVE LIVES. ENTERPRISE VISION: REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. COMMITMENT TO DIVERSITY & EQUITY: WE ARE REIMAGINING DIVERSITY AND INCLUSION TO PROMOTE AND CULTIVATE AN INCLUSIVE ENVIRONMENT THAT CELEBRATES THE DIFFERENCES AND SIMILARITIES OF OUR PATIENTS, FAMILIES, STUDENTS, WORKFORCE AND THE COMMUNITIES WE SERVE TO ACHIEVE AN EQUITABLE CULTURE. CURRENT ACTIVITIES ================== TJU CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE EDUCATION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY (SKMC) ------------------------------------------------------------------- SKMC WAS ORIGINALLY KNOWN AS THE JEFFERSON MEDICAL COLLEGE, WHICH WAS FOUNDED IN 1824. SKMC HAS AWARDED MORE THAN 31,000 MEDICAL DEGREES AND HAS MORE LIVING GRADUATES THAN ANY OTHER PRIVATE MEDICAL SCHOOL IN THE NATION. IT OFFERS BOTH UNDERGRADUATE MEDICAL EDUCATION PROGRAMS AND INNOVATIVE JOINT DEGREE PROGRAMS TO MORE THAN 1,000 STUDENTS EACH YEAR. SKMC IS RECOGNIZED FOR ITS BALANCED APPROACH TO MEDICAL EDUCATION, AND APPROXIMATELY ONE OUT OF FOUR TO ONE OUT OF FIVE APPLICANTS THROUGHOUT THE UNITED STATES APPLY TO SKMC. IT IS COMMITTED TO (1) EDUCATING PHYSICIANS WHO WILL FORM AND LEAD THE INTEGRATED HEALTHCARE DELIVERY AND RESEARCH TEAMS OF TOMORROW; (2) DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE THROUGH INVESTIGATION FROM THE LABORATORY TO THE BEDSIDE, AND INTO THE COMMUNITY; AND (3) SETTING THE STANDARD FOR QUALITY, COMPASSIONATE AND EFFICIENT PATIENT CARE FOR OUR COMMUNITY AND FOR THE NATION. JEFFERSON COLLEGE OF NURSING ---------------------------- SINCE 1891, WHEN NURSING EDUCATION BEGAN AT TJU, GRADUATES OF TJU NURSING PROGRAMS HAVE BEEN LEADERS IN EDUCATION, RESEARCH, HEALTHCARE DELIVERY, AND COMMUNITY SERVICE. THE FACULTY AND LEADERSHIP OF THE JEFFERSON COLLEGE OF NURSING ("JCN") ARE COMMITTED TO WORKING WITH THEIR STUDENTS TO CONTINUE THIS RICH TRADITION. JCN CONTINUALLY MAKES INNOVATIVE CURRICULAR CHANGES AIMED AT PREPARING ITS STUDENTS TO FUNCTION AS OUTSTANDING NURSING PROFESSIONALS IN A DYNAMIC HEALTHCARE ENVIRONMENT. A CRUCIAL CHARACTERISTIC OF TODAY'S HEALTHCARE SYSTEM IS THE INTER-PROFESSIONAL NATURE OF PRACTICE. AS AN INTEGRAL PART OF A MAJOR ACADEMIC HEALTH CENTER, JCN AFFORDS ITS STUDENTS THE OPPORTUNITY TO INTERACT WITH OTHER STUDENTS IN AN ARRAY OF HEALTHCARE PROFESSIONS. THE ENTIRE CURRICULUM IS BASED ON A SET OF CORE COMPETENCIES THAT FACULTY AND FUTURE EMPLOYERS BELIEVE IS ESSENTIAL TO EFFECTIVE PRACTICE. JCN'S STRATEGIC PLAN COMMITS TO MAINTAINING ITS STATUS AS A PREMIER EDUCATIONAL INSTITUTION FOR THE EDUCATION AND CLINICAL PREPARATION OF OUTSTANDING NURSE LEADERS AND PROFESSIONALS. JCN DRAWS UPON A MULTITUDE OF RESOURCES WITHIN TJU AND ITS CLINICAL AFFILIATES. TJU ENSURES THAT THE COLLEGE'S FACULTY ACHIEVES SUPERIOR QUALITY IN PRACTICE, RESEARCH, AND TEACHING, THEREBY PROVIDING THE APPROPRIATE BACKDROP FOR EXCELLENT EDUCATIONAL EXPERIENCES FOR ITS STUDENT BODY. FOR EVERY STUDENT THIS MEANS AN EDUCATIONAL CREDENTIAL THAT OPENS EXCEPTIONAL ACCESS TO EMPLOYMENT IN HEALTHCARE PRACTICE SETTINGS. NURSES GRADUATING FROM JCN BOAST EXCELLENT SUCCESS RATES ON REQUIRED LICENSURE AND CERTIFICATION EXAMINATIONS, WHICH ARE CONSISTENTLY ABOVE THE NATIONAL AVERAGE. JCN PROGRAMS ARE DESIGNED NOT ONLY TO ASSIST JCN STUDENTS IN DEVELOPING THE KNOWLEDGE, SKILLS, AND COMPETENCIES NECESSARY TO ENTER AND EXCEL IN THE NURSING PROFESSION BUT ALSO TO EDUCATE NURSES WHO MODEL POSITIVE ATTITUDES, CRITICAL THINKING, PROBLEM-SOLVING STRATEGIES AND STRONG PROFESSIONAL ETHICS IN ALL THEIR PROFESSIONAL ROLES. JEFFERSON COLLEGE OF PHARMACY ----------------------------- THE JEFFERSON COLLEGE OF PHARMACY ("JCP") PROVIDES AN INNOVATIVE DOCTOR OF PHARMACY PROGRAM THAT PREPARES ITS GRADUATES FOR INTERESTING AND CHALLENGING PHARMACY PRACTICE ROLES ACROSS THE HEALTHCARE CONTINUUM. UNDERPINNING THE JCP CURRICULUM IS AN ACCOMPLISHED AND DIVERSE TEAM OF HEALTHCARE LEADERS, TEACHERS, RESEARCHERS AND PRECEPTORS (PRACTITIONERS) WHO MAKE UP ITS FACULTY. COLLECTIVELY, THIS GROUP BRINGS A BROAD RANGE OF EXPERIENCES AND PERSPECTIVES TO TJU STUDENTS, AND THEY ARE RECOGNIZED FOR THEIR LEADERSHIP IN NATIONAL AND INTERNATIONAL PHARMACY AND HEALTHCARE MEMBERSHIP ORGANIZATIONS AS WELL AS THEIR RESEARCH IN PHARMACEUTICS, PHARMACOLOGY, HEALTH OUTCOMES, THE CLINICAL SCIENCES AND RELATED FIELDS. DURING THE PAST ACADEMIC YEAR, JCP UNDERWENT ITS FIRST RE-ACCREDITATION BY THE ACCREDITATION COUNCIL FOR PHARMACY EDUCATION. AS PART OF THIS PROCESS, THE DOCTOR OF PHARMACY (PHARMD) PROGRAM RECEIVED A FULL 8-YEAR REACCREDITATION THROUGH JUNE 30, 2026. JCP'S MISSION IS TO PREPARE ITS STUDENTS FOR CAREERS IN THE PROFESSION OF PHARMACY. THROUGH THE PROVISION OF A LEARNER-CENTERED, INTERDISCIPLINARY CURRICULUM, STUDENTS DEVELOP THE REQUISITE KNOWLEDGE, SKILLS, AND ATTITUDES TO PROVIDE EXCELLENT PATIENT-CENTERED AND POPULATION-BASED CARE. CONSISTENT WITH THE MISSION OF TJU, JCP STRIVES TO DEVELOP A SENSE OF SOCIAL, PERSONAL AND PROFESSIONAL RESPONSIBILITY IN ITS STUDENTS. JCP PROVIDES A SUPERB ENVIRONMENT THAT FOSTERS COLLABORATIVE RELATIONSHIPS WITH HEALTHCARE PRACTITIONERS AND SCIENTISTS THAT RESULT IN THE ADVANCEMENT OF PATIENT CARE, SAFETY, EDUCATIONAL METHODOLOGIES, AND RESEARCH. JCP CLASSROOM, LABORATORY AND PHARMACY-PRACTICE EXPERIENCES ARE COMPLEMENTED BY A WIDE RANGE OF CO-CURRICULAR AND EXTRACURRICULAR ACTIVITIES DESIGNED TO ENABLE STUDENT PHARMACISTS TO BECOME COMPETENT AND CONFIDENT PRACTITIONERS THAT APPLY THEIR KNOWLEDGE AND SKILLS TO CARE FOR INDIVIDUAL PATIENTS AS WELL AS IMPROVE THE OVERALL HEALTH OF THE COMMUNITY. WITH A STRONG EMPHASIS ON LEADERSHIP SKILLS AND SOCIAL RESPONSIBILITY, JCP GRADUATES ARE PREPARED TO MAKE AN IMPACT. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS JEFFERSON COLLEGE OF HEALTH PROFESSIONS --------------------------------------- THE JEFFERSON COLLEGE OF HEALTH PROFESSIONS (JCHP) IS COMMITTED TO EDUCATING HEALTHCARE PROFESSIONALS OF THE HIGHEST QUALITY AND ETHICAL STANDARDS FOR CONTEMPORARY PRACTICE IN THE GLOBAL COMMUNITY. THE COLLEGE, REPRESENTING INTERPROFESSIONAL PROGRAMS ACROSS THE HEALTH PROFESSIONS, OFFERS NATURAL OPPORTUNITIES FOR STUDENTS TO DEVELOP PROFESSIONAL BEHAVIORS WITHIN A COMMUNITY OF LEARNERS. JCHP OFFERS DEGREES RANGING FROM A BACHELOR OF SCIENCE THROUGH CLINICAL DOCTORATE ACROSS SEVERAL ACADEMIC DEPARTMENTS AND INSTITUTE: COUNSELING & BEHAVIORAL HEALTH DISASTER MEDICINE & MANAGEMENT HEALTH SCIENCES MEDICAL IMAGING & RADIATION SCIENCES MEDICAL LABORATORY SCIENCES & BIOTECHNOLOGY MIDWIFERY & WOMEN'S HEALTH NUTRITIONAL SCIENCES PHYSICIAN ASSISTANT STUDIES INSTITUTE OF EMERGING HEALTH PROFESSIONS JEFFERSON COLLEGE OF POPULATION HEALTH -------------------------------------- TJU ESTABLISHED THE JEFFERSON COLLEGE OF POPULATION HEALTH ("JCPH") IN 2003 TO PROVIDE GRADUATE EDUCATION THAT PREPARES LEADERS WITH GLOBAL VISION TO EXAMINE THE SOCIAL DETERMINANTS OF HEALTH AND TO EVALUATE, DEVELOP AND IMPLEMENT HEALTH POLICIES AND SYSTEMS THAT WILL IMPROVE THE HEALTH OF POPULATIONS AND ENHANCE THE QUALITY OF LIFE. ORIGINALLY FORMED IN 1990 AS THE OFFICE OF HEALTH POLICY AND CLINICAL OUTCOMES, JCHP PREPARES HEALTHCARE PROVIDERS FOR THE CHALLENGES OF A DYNAMIC HEALTHCARE ENVIRONMENT. THE INCREASING COMPLEXITY OF HEALTHCARE AND ITS IMPORTANCE TO THE NATIONAL ECONOMY ESTABLISHED THE NEED AND DEMAND FOR PROFESSIONALS AND RESEARCHERS WELL-VERSED AND PREPARED TO ASSUME LEADERSHIP ROLES. IN ADDITION, THE COMPLEXITY AND SCOPE OF THE INDUSTRY REQUIRED THAT RESEARCH AND EDUCATION BE ADDRESSED COMPREHENSIVELY AND HOLISTICALLY FROM THE PERSPECTIVE OF POPULATION HEALTH: HEALTH OUTCOMES AND THEIR DISTRIBUTION WITHIN THE POPULATION, THE DETERMINANTS THAT INFLUENCE THIS DISTRIBUTION, AND THE POLICIES AND INTERVENTIONS THAT IMPACT THESE DETERMINANTS. JCPH SEEKS TO CREATE CONDITIONS THAT PROMOTE HEALTH, PREVENT ADVERSE EVENTS, AND IMPROVE OUTCOMES. POPULATION HEALTH BUILDS ON PUBLIC HEALTH FOUNDATIONS BY: - CONNECTING PREVENTION, WELLNESS AND BEHAVIORAL HEALTH SCIENCE WITH HEALTHCARE DELIVERY, QUALITY AND SAFETY, DISEASE PREVENTION/MANAGEMENT AND ECONOMIC ISSUES OF VALUE AND RISK ALL IN THE SERVICE OF A SPECIFIC POPULATION, BE IT A CITY, PROVIDER'S PRACTICE, EMPLOYEE GROUP, HOSPITAL'S PRIMARY SERVICE AREA OR AGE GROUP; - IDENTIFYING SOCIO-ECONOMIC AND CULTURAL FACTORS THAT DETERMINE THE HEALTH OF POPULATIONS AND DEVELOPING POLICIES THAT ADDRESS THE IMPACT OF THESE DETERMINANTS; - APPLYING EPIDEMIOLOGY AND BIOSTATISTICS IN NEW WAYS TO MODEL DISEASE STATES, MAP THEIR INCIDENCE AND PREDICT THEIR IMPACT; AND - USING DATA ANALYSIS TO DESIGN SOCIAL AND COMMUNITY INTERVENTIONS AND NEW MODELS OF HEALTHCARE DELIVERY THAT STRESS CARE COORDINATION AND EASE OF ACCESSIBILITY. JEFFERSON COLLEGE OF REHABILITATION SCIENCES -------------------------------------------- JEFFERSON COLLEGE OF REHABILITATION SCIENCES BRINGS TOGETHER OCCUPATIONAL THERAPY, PHYSICAL THERAPY, ATHLETIC TRAINING, SPEECH AND LANGUAGE PATHOLOGY. OUR GOAL IS TO PROVIDE PROGRAMS THAT ARE UNIQUE IN TERMS OF EDUCATING STUDENTS TO PROVIDE HIGH-QUALITY CARE THAT WILL INTEGRATE PEOPLE BACK INTO THEIR COMMUNITIES. THE COLLEGE OF REHABILITATION SCIENCES IS PROUD TO BE HOME TO TWO PROGRAMS RANKED BY U.S. NEWS & WORLD REPORT: OCCUPATIONAL THERAPY AND THE DEPARTMENT OF PHYSICAL THERAPY. BOTH PROGRAMS OFFER STUDENTS OPPORTUNITIES TO PARTICIPATE IN RESEARCH, CLINICAL, AND EDUCATIONAL EXPERIENCES. THE COLLEGE IS COMMITTED TO BECOMING A RECOGNIZED LEADER IN INNOVATIVE EDUCATIONAL, CLINICAL AND RESEARCH PROGRAMS. FUTURE PLANS FOR THE COLLEGE INCLUDE ESTABLISHING DEPARTMENTS OF REHABILITATION SCIENCES AND TECHNOLOGY, SPEECH AND LANGUAGE PATHOLOGY AND OUTCOMES MEASUREMENT, AS WELL AS DIVISIONS FOR THE STUDY OF COGNITION, ASSISTIVE TECHNOLOGY, AND HUMAN ENGINEERING AND DESIGN. JEFFERSON COLLEGE OF LIFE SCIENCES ---------------------------------- THE MISSION OF THE JEFFERSON COLLEGE OF LIFE SCIENCES ("JCLS") IS TO "TRAIN TOMORROW'S SCIENTIFIC LEADERS TODAY" BY PROVIDING THE HIGHEST QUALITY UNDERGRADUATE, GRADUATE AND POSTDOCTORAL EDUCATION AND RESEARCH TRAINING IN THE LIFE SCIENCES, IN ORDER TO PREPARE STUDENTS AND FELLOWS TO MAKE SIGNIFICANT CONTRIBUTIONS TO THE PROGRESS OF LIFE SCIENCE THROUGH CAREERS INCLUDING ACADEMIA, INDUSTRY, AND GOVERNMENT. JCLS AND ITS FACULTY OFFER COURSES AND PROGRAMS ACROSS A WIDE FIELD OF BASIC AND TRANSLATIONAL SCIENCES, LEADING TO THE BS DEGREE, PHD DEGREE, THE MS DEGREE AND GRADUATE CERTIFICATE PROGRAMS. IN ADDITION, JCLS OFFERS A POST BACCALAUREATE PRE-PROFESSIONAL PROGRAM FOR CANDIDATES INTERESTED IN COMPLETING THEIR PREREQUISITE COURSE WORK FOR MEDICAL AND PROFESSIONAL SCHOOLS. THE COLLEGE ALSO COORDINATES POSTDOCTORAL TRAINING PROGRAMS ACROSS THE CAMPUS. ADDITIONALLY, JCLS, IN CONJUNCTION WITH THE SIDNEY KIMMEL MEDICAL COLLEGE, OFFERS A COMBINED MD/PHD PROGRAM. THE COLLEGE'S EDUCATION AND TRAINING PROGRAMS PROVIDE A SOLID FOUNDATION FOR GRADUATES, MANY OF WHOM HAVE PURSUED ADDITIONAL GRADUATE AND PROFESSIONAL EDUCATION AND TRAINING PROGRAMS. OTHER JCLS GRADUATES HAVE DIRECTLY ENTERED SUCCESSFUL CAREERS INCLUDING POSITIONS AT COLLEGES AND UNIVERSITIES, PHARMACEUTICAL AND BIOTECHNOLOGY COMPANIES, HEALTHCARE SETTINGS, GOVERNMENT AGENCIES, AND MANY OTHER PROFESSIONAL VENUES. RESEARCH TRAINING AT JCLS IS ANCHORED BY A LARGE AND DIVERSE PORTFOLIO OF ACTIVE RESEARCH PROGRAMS WITH EXTENSIVE OUTSIDE GRANT SUPPORT. THAT FOUNDATION, COMBINED WITH CLINICAL RESEARCH AND PATIENT-CARE PROGRAMS, PROVIDES OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND BASIC AND TRANSLATIONAL RESEARCH EXPERIENCES IN A CHALLENGING, EXCITING AND SATISFYING UNDERGRADUATE AND GRADUATE TRAINING ENVIRONMENT. RESEARCH AT TJU =============== RESEARCH IS A KEY COMPONENT OF TJU'S TRIPARTITE MISSION AND LINKS DIRECTLY TO ITS EDUCATIONAL AND HEALTHCARE MISSION. ACROSS ALL DIVISIONS OF THE UNIVERSITY, ITS CENTERS AND INSTITUTES, AND ITS STUDENT OPPORTUNITIES, RESEARCH IS A DRIVING FORCE. TJU CONDUCTS MULTI-FACETED RESEARCH IN AUTISM, COMPUTATIONAL MEDICINE, HEMATOLOGY AND VASCULAR DISEASE, POPULATION HEALTH, NEUROSCIENCE, PULMONARY DISEASE, CANCER, FIBROSIS, IMMUNOLOGY AND INFECTIOUS DISEASE, MUSCULOSKELETAL DISEASE, AND METABOLISM AND MITOCHONDRIAL FUNCTION. TJU HAS GIVEN SPECIAL EMPHASIS TO RESEARCH FOCUSED ON CANCER AND CANCER BIOLOGY, CARDIAC AND CARDIOVASCULAR BIOLOGY, NEUROSCIENCE, POPULATION AND PUBLIC HEALTH, AND INFECTIOUS DISEASES AND VACCINES. CANCER: THROUGH THE SIDNEY KIMMEL CANCER CENTER, A NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER, TJU ACCELERATES DISCOVERY IN FIVE NCI-DESIGNATED PROGRAM AREAS, AIMING TO TRANSLATE FINDINGS INTO MORE EFFECTIVE TREATMENTS. THESE AREAS ARE CANCER CELL BIOLOGY AND SIGNALING, MOLECULAR BIOLOGY AND GENETICS, PROSTATE CANCER, BREAST CANCER AND GASTROINTESTINAL CANCER. CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH: IN 1939, MR. AND MRS. THOMAS D. CARDEZA ESTABLISHED THE CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH IN THE DIVISION OF HEMATOLOGY IN DEPARTMENT OF MEDICINE AT THOMAS JEFFERSON UNIVERSITY AS A MEMORIAL TO CHARLOTTE DRAKE CARDEZA. CARDEZA FOUNDATION ENABLES TJU TO CONDUCT A BROAD RANGE OF BASIC RESEARCH, CLINICAL AND TRANSLATIONAL RESEARCH AND CORE LABORATORIES RELATED TO HEMATOLOGY, INCLUDING THROMBOSIS AND HEMOSTASIS, CIRCULATING BLOOD PLATELET CONTRIBUTIONS TO BLOOD CLOTTING AND GROWTH OF SOLID TUMORS, GENETIC EFFECTS OF PLATELET FUNCTIONS, BREAST AND PROSTATE CANCER CELL METASTASIS, GENE EXPRESSION IN MEGAKARYOCYTES AND PLATELETS AND THEIR ROLE IN CARDIOVASCULAR DISEASE AND THROMBOPOIESIS. FARBER INSTITUTE FOR NEUROSCIENCE: COMPOSED OF THE DEPARTMENTS OF NEUROLOGICAL SURGERY, NEUROLOGY, NEUROSCIENCE AND PSYCHIATRY AND HUMAN BEHAVIOR, THE FARBER INSTITUTE FOR NEUROSCIENCE, A DIVISION OF TJU, CONDUCTS BASIC, TRANSLATIONAL AND CLINICAL RESEARCH TO UNDERSTAND THE FUNDAMENTAL MECHANISMS OF THE NORMAL AND DISEASED BRAIN. FARBER INSTITUTE SPECIALISTS TRANSLATE THEIR UNDERSTANDING INTO TREATMENTS FOR NEURODEGENERATIVE AND OTHER DEVASTATING DISORDERS. RESEARCHERS AT THE INSTITUTE SHARE THEIR FINDINGS AND EXPERIENCES WITH OTHER ACADEMICS AND SPECIALISTS FROM AROUND THE WORLD AND WORK TOGETHER TO TREAT, PREVENT, AND FIND CURES FOR ALL KINDS OF NEUROLOGICAL AND SPINE DISORDERS. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS JEFFERSON VACCINE CENTER: JEFFERSON MEDICAL COLLEGE ESTABLISHED THE JEFFERSON VACCINE CENTER ("JVC") IN 2007 WITH THE GOAL OF COMBINING AND FURTHER ENHANCING THE EXISTING INTEREST AND EXPERTISE AT TJU IN THE AREA OF VACCINE RESEARCH FOR INFECTIOUS DISEASES AND CANCER. JVC COMBINES AND UTILIZES RESEARCH EFFORT IN IMMUNOLOGY, MICROBIAL PATHOGENESIS AND TUMOR IMMUNOLOGY. THE MISSION OF THE JVC IS TO STRENGTHEN THE BASIC AND TRANSLATIONAL RESEARCH AT TJU IN VACCINOLOGY AND THERAPEUTICS BY ESTABLISHING CUTTING EDGE RESEARCH PROGRAMS IN VACCINOMICS AND BUILDING A NATIONALLY AND INTERNATIONALLY KNOWN CENTER OF EXCELLENCE. DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY: THE DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY, PART OF TJU'S DEPARTMENT OF PATHOLOGY, ANATOMY AND CELL BIOLOGY, PROVIDES AN INTERDISCIPLINARY BASE FOR RESEARCH AND EDUCATION IN THE RAPIDLY EVOLVING FIELDS OF INTEGRATIVE MODELING AND COMPUTATIONAL ANALYSIS OF THE DYNAMICS OF BIOLOGICAL SYSTEMS. THE INSTITUTE FOCUSES ON THE DEVELOPMENT OF MAMMALIAN SYSTEMS BIOLOGY TO STUDY THE MULTI-SCALE REGULATORY NETWORKS IN THE CONTEXT OF ADAPTATION IN CENTRAL AUTONOMIC CONTROL CIRCUITS, DYSFUNCTION OF CARDIO-RESPIRATORY REGULATION, ALCOHOLIC LIVER DISEASE AND LIVER REPAIR, AND STEM CELL DIFFERENTIATION. IN ORDER TO STUDY INTRA- AND INTER-CELLULAR NETWORKS, TJU EMPLOYS GENOMIC AND OTHER "OMIC" TECHNOLOGIES TO ACQUIRE DATASETS SUITABLE FOR ANALYSES TO IDENTIFY VARIABLES AND RELATIONSHIPS THAT PROVIDE A BASIS FOR MODELING AND SIMULATION OF MULTI-SCALE SYSTEM DYNAMICS. TJU DEVELOPS BIOINFORMATICS TOOLS TO IMPROVE THE ABILITY TO DERIVE NETWORKS, PATHWAYS AND RELATIONSHIPS SUBSERVING CELLULAR PROCESSES. TJU BRINGS PRINCIPLES OF CONTROL AND SYSTEMS THEORY AS WELL AS PROBABILISTIC/STATISTICAL TECHNIQUES TO BEAR ON THE ANALYSIS OF BIOLOGICAL PROCESSES. THE FUTURE ========== TJU'S FORWARD-LOOKING EDUCATIONAL PROGRAMS INCLUDE ITS INSTITUTE OF EMERGING HEALTH PROFESSIONS, WHICH PROVIDES INNOVATIVE AND UNIQUE EDUCATION AND TRAINING TO FILL FUTURE CAREER AND CERTIFICATION GAPS IN HEALTHCARE PRACTICE AND DELIVERY. IN A WORLD WHERE RAPID CHANGE IS THE NORM, EMPLOYERS ARE SEEKING GRADUATES WHO ARE READY FOR WHATS HAPPENING RIGHT NOW AND FOR WHAT WILL COME NEXT. TJU'S DISTINCTIVE, ACTIVE, COLLABORATIVE, REAL-WORLD APPROACH IS EXACTLY WHAT STUDENTS NEED TO GAIN THAT KIND OF COMPETITIVE ADVANTAGE. TJU WORKS TO CONNECT DISCIPLINES AND ESTABLISHES CREATIVE, COLLABORATIVE, REAL-WORLD LEARNING ENVIRONMENTS FOR ITS STUDENTS. BY WORKING ON TRANSDISCIPLINARY TEAMS AT TJU, STUDENTS GAIN A BROADER UNDERSTANDING OF DIFFERING PERSPECTIVES AND DEVELOP CRITICAL DECISION-MAKING SKILLS. BUILT FOR A FUTURE THAT HAS YET TO BE DEFINED, TJU IS CROSSING DISCIPLINES TO BRING UNRIVALED INNOVATION AND DISCOVERY TO HIGHER EDUCATION. THROUGH BOUNDARY-BREAKING COLLABORATION, RESEARCH AND HANDS-ON, EXPERIENTIAL LEARNING, TJU EQUIPS GRADUATES WITH LEADERSHIP AND ANALYTICAL SKILLS SHAPED FOR AN ACCELERATED JOB MARKET. TJU IS RESHAPING EDUCATION FOR THE 21ST CENTURY. TJU IS SIMILARLY FORWARD-LOOKING IN ITS RESEARCH PROGRAMS. THROUGH ITS JANE AND LEONARD KORMAN RESPIRATORY INSTITUTE JEFFERSON HEALTH & NATIONAL JEWISH HEALTH, TJU IS FOCUSED ON BASIC AND TRANSLATIONAL RESEARCH BY RECRUITING A LUNG BIOLOGIST WHOSE RESEARCH IS EXPECTED TO ENHANCE METHODS OF DETECTING AND TREATING A VARIETY OF LUNG DISEASES IN THE EXAM ROOM. IN ADDITION, A MEDICAL ONCOLOGIST WILL FOCUS ON BRINGING CLINICAL TRIALS AND THE NEWEST ADVANCES IN MOLECULAR THERAPEUTICS AND PERSONALIZED MEDICINE TO PATIENTS. AT THE FOREFRONT OF ACADEMIC MEDICINE, TJU IS USING ITS CENTER FOR TRANSLATIONAL MEDICINE TO CREATE A NEW CULTURE OF COLLABORATION AND COOPERATION BETWEEN BASIC SCIENCE INVESTIGATORS AND PHYSICIANS. THE CENTER BRIDGES BASIC SCIENTIFIC DISCOVERIES WITH PHYSICIANS' NEEDS FOR THEIR PATIENTS. THE CENTER EMPHASIZES CUTTING-EDGE BASIC MOLECULAR BIOMEDICAL RESEARCH AND ITS TRANSLATION INTO THE MOST EFFICIENT AND TAILORED FORMS OF DIAGNOSIS AND TREATMENT AS WELL AS MODES OF PREVENTION. TJU'S SIDNEY KIMMEL CANCER CENTER WORKS EVERY DAY TO ACHIEVE ITS MISSION OF IMPROVING LIVES OF CANCER PATIENTS AND THEIR FAMILIES THROUGH COMPASSION, INNOVATION AND BREAKTHROUGH DISCOVERIES. TO ACHIEVE THAT MISSION, THE CENTER WILL USE SCIENTIFIC DISCOVERIES AND ADVANCES IN CANCER DETECTION AND TREATMENT. ITS RESEARCHERS ARE COMMITTED TO TRANSLATING SCIENTIFIC FINDINGS INTO PROMISING TREATMENTS FOR ALL TYPES OF CANCER, INCLUDING LUNG CANCER, HEAD AND NECK SQUAMOUS CELL CARCINOMA, AND PROSTATE CANCER, WITH A FOCUS ON INCIDENCE AND MORTALITY IN TJU'S LOCAL CATCHMENT AREA AND BEYOND WITH AN EMPHASIS ON VULNERABLE POPULATIONS, INCLUDING AFRICAN AMERICAN AND GERIATRIC PATIENTS. THE CANCER CENTER'S BREAST CANCER PROGRAM IS COMMITTED TO DECREASING THE INCIDENCE AND MORBIDITY OF BREAST CANCER THROUGH DISCOVERY AND TRANSLATION INTO PRACTICE IN THE PHILADELPHIA AREA AND BEYOND. THE GASTROINTESTINAL CANCER PROGRAM IS IDENTIFYING, AT THE MOLECULAR LEVEL, THE UNDERLYING FORMATION OF CANCER AND ITS METASTASIS, AND TRANSLATING THESE COMPONENTS INTO NOVEL DIAGNOSTIC TOOLS ENABLING EARLY DETECTION, PROGNOSIS, PREDICTION, RISK-STRATIFICATION AND PREVENTION. ITS ADDITIONAL GOALS ARE TO EXPLOIT NOVEL MECHANISMS TO DEFINE MOLECULARLY TARGETED THERAPEUTICS FOR CANCER PREVENTION, TREATMENT AND CONTROL AND TO ADVANCE DIAGNOSTIC AND THERAPEUTIC MODALITIES INTO EVIDENCE-BASED PRACTICE FOR CANCER PREVENTION AND CONTROL. FINALLY, TJU'S CANCER CENTER IS IMPROVING POPULATION HEALTH ON A BROAD SCALE BY REDUCING CANCER BURDEN AND DISPARITIES THROUGH DISCOVERING, DEVELOPING, EVALUATING AND IMPLEMENTING EVIDENCE-BASED CARE TO BRING ABOUT HEALING WITH TAILORED, WHOLE-PERSON CARE. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS JEFFERSON ENTERPRISE ==================== WE ARE 34,500+ PEOPLE REIMAGINING HEALTH CARE, EDUCATION AND DISCOVERY. WE ARE MANY THINGS, BUT EVERY DAY ALL OF US ARE DEDICATED TO ONE THING: IMPROVING LIVES. THE SYSTEM INCLUDES FOURTEEN HOSPITALS, SEVEN URGENT CARE CENTERS, AND 25 TESTING AND IMAGING CENTERS LOCATED THROUGHOUT PHILADELPHIA, BUCKS AND MONTGOMERY COUNTIES IN PENNSYLVANIA AND CAMDEN AND GLOUCESTER COUNTIES IN NEW JERSEY. OUTPATIENT AND COMMUNITY-BASED SERVICES ARE DELIVERED THROUGH A NETWORK OF OWNED AND AFFILIATED PHYSICIAN PRACTICES, SATELLITE MEDICAL AND SURGICAL CENTERS, OUTPATIENT LABORATORIES AND RADIOLOGY CENTERS. TOGETHER, JEFFERSON HEALTH HAS 32,000+ EMPLOYEES, 6,300 PHYSICIANS AND PRACTITIONERS, 7,900 NURSES, 2,600 FACULTY AND 2,100 VOLUNTEERS AND IS THE SECOND LARGEST EMPLOYER IN PHILADELPHIA. DURING FY20, MANY STRATEGIC ADMINISTRATIVE, MERGER/ACQUISITIONS AND CHANGES WERE GREATLY AFFECTED BY THE COVID-19 PANDEMIC. THE SUDDEN APPEARANCE OF A NOVEL CORONAVIRUS WAS A CALL TO ACTION, A SUMMONS TO DO WHAT WE WERE BORN FOR: TO HELP, TO HEAL, TO CARE FOR OUR COMMUNITY. DURING THE PEAK OF THE SURGE, JEFFERSON HEALTH HAD 7,000 DISCHARGES OF NON-COVID PATIENTS WITHOUT ANY EVIDENCE OF VIRUS TRANSMISSION. THAT'S HOW SAFE WE WERE. AMONG OUR 15,000 CLINICAL EMPLOYEES AND PHYSICIANS, WE HAD LESS THAN 1 PERCENT CONTRACT THE VIRUS. THAT'S SUBSTANTIALLY LESS THAN ANY OTHER FRONTLINE SYSTEM. OUR HOSPITALS WERE AMONG THE FEW TO LET LOVED ONES BE PRESENT FOR BIRTHS, AND FOR DEATHS, ALLOWING FAMILIES TO BE AT THE BEDSIDE OF EVEN COVID-POSITIVE PATIENTS. THE PARTNERSHIP STRENGTHENS THE ENTERPRISE'S ABILITY TO CARE FOR THE COMMUNITIES WE SERVE. IN ADDITION, JEFFERSON'S UNIQUE GOVERNANCE STRUCTURE CONTINUES AS A COMBINED BOARD WITH EQUAL REPRESENTATION FROM JEFFERSON, ABINGTON, JEFFERSON HEALTH - NORTHEAST AND KENNEDY. ADDITIONALLY, IN FY20, JEFFERSON HEALTH CONTINUED IN ITS COMMITMENT TO PURSUE ITS DEFINITIVE AGREEMENT WITH EINSTEIN HEALTHCARE NETWORK ("EHN") OF PHILADELPHIA AND MONTGOMERY COUNTY, PENNSYLVANIA. THE PROPOSED MERGER TO CREATE AN 18 HOSPITAL HEALTH SYSTEM IS AWAITING STATE AND FEDERAL GOVERNMENT APPROVALS. WHILE, THOMAS JEFFERSON UNIVERSITY, JEFFERSON HEALTH, TEMPLE UNIVERSITY AND TEMPLE HEALTH ENTERED INTO AN AGREEMENT TO CONDUCT DUE DILIGENCE AND NEGOTIATE THE SALE OF FOX CHASE CANCER CENTER TO JEFFERSON AND TEMPLE'S INTEREST IN HEALTH PARTNERS PLAN (HPP) THE ACQUISITION DID NOT MOVE FORWARD AS A RESULT OF THE PANDEMIC. OUR VALUES: THE BEHAVIORS OUR EMPLOYEES DEMONSTRATE DAILY TO PATIENTS AND THEIR FELLOW STAFF ENABLE JEFFERSON TO CONTINUE ACHIEVE ITS MISSION. JEFFERSON'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR, AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE (1) PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY; (2) BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED; AND (3) DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY JEFFERSON UNIVERSITY HOSPITALS AND THOMAS JEFFERSON UNIVERSITY ARE PARTNERS IN PROVIDING EXCELLENT CLINICAL AND COMPASSIONATE CARE FOR OUR PATIENTS IN THE PHILADELPHIA REGION, EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES AND DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE. JEFFERSON RANKS AS 16TH BEST HOSPITAL ON U.S. NEWS & WORLD REPORT'S HONOR ROLL LIST. WE CONTINUE TO TOP THE LIST OF HOSPITALS IN PENNSYLVANIA (3RD) AND THE PHILADELPHIA METRO AREA (2ND) IN U.S. NEWS & WORLD REPORT'S ANNUAL LISTING OF THE BEST HOSPITALS AND SPECIALTIES. JEFFERSON ALSO STANDS OUT AS AMONG THE BEST IN 9 SPECIALTY AREAS: - ORTHOPEDICS - CANCER - EAR, NOSE & THROAT - GASTROENTEROLOGY & GI SURGERY- NEPHROLOGY - NEUROLOGY & NEUROSURGERY - OPHTHALMOLOGY - DIABETES & ENDOCRINOLOGY - GERIATRICS - PULMONOLOGY A DIFFERENT YEAR ---------------- COMING TOGETHER: OUR COVID RESPONSE INCLUDED PLANNING AND PREPARATION - EVEN BEFORE THE FIRST POSITIVE CASES OF COVID-19 SURFACED, JEFFERSON WAS ALREADY EXECUTING A DETAILED PLAN FOR COVID TESTING, PATIENT SERVICES, AND EQUIPMENT MANAGEMENT. THE PLAN WAS DEVELOPED BY JEFFERSON, WITH RECOMMENDATIONS FROM THE CENTERS FOR DISEASE CONTROL AND PREVENTION AND THE DEPARTMENT OF HEALTH. AS OUR NUMBER OF CASES GREW, A STRATEGIC ADVISORY TEAM OF TOP LEADERS AT THE HOSPITAL LAUNCHED NUMEROUS STRATEGIES TO ADDRESS THE NEEDS OF OUR COMMUNITY, INCLUDING: ESTABLISHING THE FIRST COVID TESTING SITE IN THE DELAWARE VALLEY; POSTPONING ALL ELECTIVE PROCEDURES, REPURPOSING BEDS FOR ADDITIONAL ICU CAPACITY, SETTING PROTOCOLS FOR ISOLATING DIFFERENT PATIENT POPULATIONS, CREATING TRANSITION PLANS FOR NON-COVID PATIENTS AND SHIFTING NON-COVID APPOINTMENTS TO TELEHEALTH TECHNOLOGY WHEN POSSIBLE; SETTING UP A TRIAGE PHONE LINE FOR PATIENTS AND STAFF, AND CREATING STANDARD GUIDELINES FOR STAFF WHO ARE TRIAGING PATIENTS; SOURCING PERSONAL PROTECTIVE EQUIPMENT (PPE) DONATIONS, SUPPLIES AND OTHER EQUIPMENT, INCLUDING VENTILATORS AND ALTERNATIVES; PROVIDING REAL-TIME EDUCATION ABOUT CHANGING CDC GUIDELINES; REDEPLOYING STAFF TO THE MOST CRITICAL UNITS; PROVIDING TRAINING TO UPSKILL REGISTERED NURSES (RNS) TO WORK IN THE ICU; ORGANIZING CHILDCARE FOR STAFF AND DEVELOPING PLANS TO FEED AND HOUSE STAFF AS NEEDED. IT WAS ANNOUNCED IN FY20 THAT JEFFERSON HEALTH HAD CARED FOR MORE COVID-19 PATIENTS THAN ANY OTHER SYSTEM IN THE PHILADELPHIA AREA. DURING THESE UNPRECEDENTED TIMES, OUR COMMUNITY DONATED GENEROUS FUNDS AND MATERIALS: OUR COMMUNITY STEPPED UP WITH CHARITABLE SUPPORT, AND SHOWED GREAT GENEROSITY IN DONATING MEDICAL EQUIPMENT AND PPE. THESE INCLUDED MASKS, GOGGLES, HAND SANITIZER, AND OTHER MEDICAL SUPPLIES. TO ENSURE THE SAFETY AND EFFICACY OF THESE MATERIALS, OUR SUPPLY-CHAIN MANAGEMENT TEAM SET UP A DONATION DROP-OFF SITE TO COORDINATE THE RECEIPT AND EVALUATION OF THESE GENEROUS DONATIONS. COMMUNITY MEMBERS HAVE SOWN AND DONATED HUNDREDS OF CLOTH MASKS AND WASHABLE SURGICAL CAPS FOR HEALTHCARE PERSONNEL, AND HAVE ALSO ASSEMBLED "HERO HEALING KITS" FILLED WITH SUPPLIES AND SNACKS FOR FRONTLINE WORKERS. HEROES HONORING HEROES: NUMEROUS COMMUNITY MEMBERS HAVE STEPPED UP TO SUPPORT AND RECOGNIZE OUR HEROES ON THE FRONT LINE OF CARE. MUCH OF THAT SUPPORT HAS COME FROM FOLKS WHO ARE HEROES IN THEIR OWN RIGHT, INCLUDING NEARLY TWO DOZEN AREA POLICE, FIRE AND EMS UNITS. AMONG THE MANY TRIBUTES WAS A SPECIAL DISPLAY OF SUPPORT FROM FIRST RESPONDERS. AN ARRAY OF POLICE CARS, FIRETRUCKS, AND AMBULANCES SHOWED UP WITH LIGHTS AND SIRENS ON, TO LINE EMPLOYEE ENTRANCES AND HONOR OUR STAFF COMING AND GOING AT SHIFT CHANGES. IT WAS A MOVING AND MEANINGFUL SHOW OF SUPPORT FROM PROFESSIONALS WHO SHARE OUR COMMITMENT TO CARING FOR OTHERS. OUR WOMEN'S BOARD JOINED OTHERS TO CREATE AN IMPORTANT NEW INITIATIVE IN RESPONSE TO THE COVID-19 PANDEMIC CALLED "FEEDING THE FRONT LINES", THE PROGRAM BRINGS IN FOOD FROM AREA RESTAURANTS AND CATERERS TO FEED HEALTHCARE WORKERS THROUGHOUT OUR VARIOUS AH LOCATIONS. ALL OF THIS WAS COORDINATED WITH HOSPITAL STAFF TO COORDINATE MEAL DELIVERIES ON A DAILY BASIS FOR EMPLOYEES. WITH THE SUPPORT OF NUMEROUS LOCAL RESTAURANTS, BUSINESSES, NONPROFIT ORGANIZATIONS, AND COMMUNITY MEMBERS, "FEEDING THE FRONTLINES" HAS PROVIDED MORE THAN ONE HUNDRED MEALS A DAY DURING THE SHUTDOWN. CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 JEFFERSON UNIVERSITY PHYSICIANS; 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 2 IRA BRIND, ESQ., WILLIAM A. LANDMAN & ROBERT S. ADELSON, ESQ. - BUSINESS RELATIONSHIP; JOHN P. SILVESTRI & JOSEPH MARESSA, JR. ESQ. - BUSINESS RELATIONSHIP; AND AUSTIN A. MEEHAN, III, PE & EDWARD MCKENNA, III - FAMILY RELATIONSHIP. CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF 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. AS THE PARENT ORGANIZATION OF THE SYSTEM THOMAS JEFFERSON UNIVERSITY PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. THOMAS JEFFERSON UNIVERSITY ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, AND RECORDS REVENUE AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. CORE FORM, PART VI, SECTION B, QUESTION 11B THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 ("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. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THE ORGANIZATION'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 THE TAX-EXEMPT PARENT ORGANIZATION OF 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 CONFLICTS 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 RESPONDENTS 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 THEY 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 BOARDS 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 THE TAX-EXEMPT PARENT ORGANIZATION OF 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. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS 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 COMMITTEES 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 COMMITTEES 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 INSTITUTIONS 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 HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, 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 TRUSTEES. CORE FORM, PART VII AND SCHEDULE J CERTAIN INDIVIDUALS WERE REPORTED AS OFFICERS OR KEY EMPLOYEES ON THE ORGANIZATION'S PRIOR YEAR FORM 990, CORE FORM, PART VII AND SCHEDULE J, PART II. UPON A REVIEW OF THEIR RESPECTIVE DUTIES, ROLES AND RESPONSIBILITIES IT WAS DETERMINED THAT THESE INDIVIDUALS DO NOT SATISFY THE CRITERIA TO BE AN OFFICER OR KEY EMPLOYEE UNDER (1) FORM 990 RULES, REGULATIONS AND INSTRUCTIONS; (2) APPLICABLE STATE LAW; OR (3) THE ORGANIZATION'S GOVERNING DOCUMENTS. ACCORDINGLY, THESE INDIVIDUALS HAVE NOT BEEN INCLUDED ON THE ORGANIZATION'S 2019 FORM 990 AS EITHER AN OFFICER, KEY EMPLOYEE OR A FORMER OFFICER NOR SHOULD HAVE BEEN REPORTED ON PREVIOUS YEARS FORMS 990. IN ADDITION, CERTAIN INDIVIDUALS WERE REPORTED AS OFFICERS ON THE ORGANIZATION'S PRIOR YEAR FORM 990, CORE FORM, PART VII AND SCHEDULE J, PART II. UPON A REVIEW OF THEIR RESPECTIVE DUTIES, ROLES AND RESPONSIBILITIES IT WAS DETERMINED THAT THESE INDIVIDUALS DO NOT SATISFY THE CRITERIA TO BE AN OFFICER UNDER (1) FORM 990 RULES, REGULATIONS AND INSTRUCTIONS; (2) APPLICABLE STATE LAW; OR (3) THE ORGANIZATION'S BYLAWS. HOWEVER, IT WAS DETERMINED THAT THESE INDIVIDUALS SATISFY THE CRITERIA TO BE CLASSIFIED AS A KEY EMPLOYEE FOR FORM 990 REPORTING PURPOSES. ACCORDINGLY, THESE INDIVIDUALS HAVE BEEN INCLUDED ON THE ORGANIZATION'S 2019 FORM 990 AS A KEY EMPLOYEE. PRIOR YEARS FORMS 990 WERE NOT AMENDED WITH RESPECT TO THE RECLASSIFICATIONS OUTLINED ABOVE. CORE FORM, PART VII AND SCHEDULE J STEPHEN K. KLASKO, M.D., MBA AND BRUCE A. MEYER, M.D., MBA ARE INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL TIME BASIS. DR. KLASKO AND DR. MEYER ARE EMPLOYED AND RECEIVE A FORM W-2 FROM THIS ORGANIZATION. ACCORDINGLY, THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). ACCORDINGLY, THIS ORGANIZATION FILED A 2019 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO EACH INDIVIDUAL'S COMPENSATION IN EXCESS OF $1M. LAURENCE M. MERLIS AND KATHLEEN KINSLOW, CRNA, MBA ARE INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL TIME BASIS. MR. MERLIS AND MS. KINSLOW ARE EMPLOYED AND RECEIVE A FORM W-2 FROM THIS ORGANIZATION AND A RELATED ORGANIZATION. THE COMPENSATION RECEIVED FROM A RELATED ORGANIZATION FOR THESE INDIVIDUALS IS AS A RESULT OF THEIR 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. ACCORDINGLY, THEIR COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651). THEREFORE, THIS ORGANIZATION FILED A 2019 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO EACH INDIVIDUAL'S COMPENSATION IN EXCESS OF $1M. MICHAEL B. WALSH IS INVOLVED IN THE LEADERSHIP AND MANAGEMENT OF THIS ORGANIZATION ON A FULL TIME BASIS. ALTHOUGH MR. WALSH RECEIVES A FORM W-2 FROM ABINGTON MEMORIAL HOSPITAL (EIN: 23-1352152), HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THIS ORGANIZATION FILED A 2019 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MR. WALSH'S COMPENSATION IN EXCESS OF $1M. PETER L. DEANGELIS, JR., JEFFREY STEVENS, ELIZABETH DALE, ED.D., MPA, MARK L. TYKOCINSKI, M.D., CRISTINA G. CAVALIERI, ESQ., KATHLEEN GALLAGHER, JOHN C. EKARIUS AND STEPHANIE CONNERS, MBA, BSN, RN, ARE ALL EMPLOYED BY THE 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. JAMES S. HARROP, M.D., ROBERT H. ROSENWASSER, M.D., JACK JALLO, M.D., AND SRINIVAS PRASAD, M.D. ARE INCLUDED WITHIN THE ORGANIZATION'S FORM 990, PART VII. THESE INDIVIDUALS PROVIDE LICENSED MEDICAL SERVICES, AS WELL AS, NON-CLINICAL SERVICES AND ARE EMPLOYED BY THIS ORGANIZATION AS WELL AS, 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 THE TAX-EXEMPT PARENT ORGANIZATION OF 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 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 OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART X; LINE 13 & SCHEDULE R, PART I THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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") UTILIZES SEVERAL SINGLE MEMBER LIMITED LIABILITY COMPANIES ("LLC'S") TO HOLD, MANAGE AND INVEST ALL OF THE SYSTEMS INVESTMENTS THROUGH A POOLED INCOME APPROACH. THE ASSETS AND INCOME REPORTED ON SCHEDULE R PART I OF THIS FORM 990 FOR THESE LLCS REPRESENTS TOTAL ASSETS AND INCOME FOR ALL ENTITIES IN THE POOLED INCOME FUNDS AND INVESTMENTS. AT YEAR-END TJU ALLOCATES A PERCENTAGE OF THE ASSETS OF THESE LLCS TO ITS RELATED ENTITIES WHICH RECORDS THE RESPECTIVE VALUES ON THEIR BALANCE SHEETS AT YEAR-END. THUS TJUS YEAR-END ASSETS ON ITS BALANCE SHEET IS LOWER THAN THE TOTAL ASSETS REPORTED ON SCHEDULE R, PART I. CORE FORM, PART X; LINE 25 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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 NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A, - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES REFLECTS A TJU OBLIGATED GROUP LIABILITY. ACCORDINGLY, THIS TJU OBLIGATED GROUP LIABILITY IS REFLECTED ON THE BALANCE SHEET OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, EIN: 26-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - JEFFERSON HEALTH - NORTHEAST, EIN: 23-0596940 - JEFFERSON HEALTH - NORTHEAST SYSTEM, EIN: 23-2239131 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH SYSTEM, INC., EIN: 22-2442036 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED ON THIS ORGANIZATION'S FEDERAL FORM 990, SCHEDULE K. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS - $30,217,996; - CHANGE IN INTEREST RATE SWAP CONTRACTS - ($16,659,872); - RECLASSIFICATION OF NET ASSETS - ($815,500); - NET ASSETS RELEASED FROM RESTRICTION USED FOR PURCHASE OF PP&E - $2,858,141; - CHANGE IN NET PENSION LIABILITY - ($111,871,102); - DISTRIBUTIONS TO NON-CONTROLLING INTERESTS - ($509); - JEFFCARE ALLIANCE, LLC BEGINNING NET ASSET TRANSFER - ($18,594,763); - OTHER CHANGES IN UNRESTRICTED NET ASSETS - ($25,000); - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - ($1,199,379); - NET ASSETS RELEASED FROM RESTRICTIONS (DONOR RESTRICTED) - ($33,076,111); - CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (DONOR RESTRICTED) - ($73,367); - RECLASSIFICATION OF NET ASSETS (DONOR RESTRICTED) - $615,500; - OTHER CHANGES IN NET ASSETS (DONOR RESTRICTED) - $512,000. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. 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. THE ORGANIZATION'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 THE TAX-EXEMPT PARENT ORGANIZATION OF 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 ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. FORM 990 PART IX LINE 11G DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:98259095 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:63648910 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:5756494 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:3912739 FORM 990 PART IX LINE 11G DESCRIPTION:BILLING & COLLECTION FEES TOTAL FEES:11270004 FORM 990 PART IX LINE 11G DESCRIPTION:PHYSICIAN SERVICES TOTAL FEES:3903 FORM 990 PART IX LINE 11G DESCRIPTION:TRANSCRIPTION SERVICES TOTAL FEES:13469 925 WALNUT HOLDING LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 813840390 REAL ESTATE PA 1151569 42481286 TJU TJU FAIRWATER LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 473445382 INVESTMENTS NY 0 0 TJU JEFFERSON HORIZON RESEARCH LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 832402762 RESEARCH PA 9895 101215 TJU JEFFCARE ALLIANCE LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 473231121 HEALTHCARE PA 0 51644 TJU TJ-NONQUALIFIED LLC 1209 ORANGE STREET WILMINGTON DE 19801 824360991 INVESTMENTS DE 36736000 2451745000 TJU JEFFPM LLC 1301 SECOND AVENUE SEATTLE WA 98101 231352651 INVESTMENTS DE 1282428 160568656 TJU JEFFALTS LLC 1301 2ND AVENUE SEATTLE WA 98101 231352651 INVESTMENTS DE 278867 44481824 TJU TJUH SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263026795 HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU true THOMAS JEFFERSON UNIVERSITY HOSPITALS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232829095 HEALTH SVCS. PA 501(C)(3) HOSPITAL TJUH SYSTEM false JEFFERSON UNIVERSITY PHYSICIANS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232809585 HEALTH SVCS. PA 501(C)(3) 509(A)(3) TJUH SYSTEM false JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 464855345 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) JUP false JEFFERSON PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026939 HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM false JEFFERSON MEDICAL CARE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232858320 HEALTH SVCS. PA 501(c)(3) 509(A)(3) JPS false METHODIST ASSOCIATES IN HEALTHCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232678055 HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM false METHODIST ASSOC IN HEALTHCARE OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233537847 HEALTH SVCS. NJ 501(c)(3) 509(A)(2) MAHC false JEFFEX INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622009 HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJUH SYSTEM false EMERGENCY TRANSPORT ASSOCIATES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622004 HEALTH SVCS. PA 501(c)(3) 509(A)(2) JEFFEX INC false WALNUT HOME THERAPEUTICS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622006 HEALTH SVCS. PA 501(c)(3) 509(A)(2) JEFFEX INC false SUTHBREIT PROPERTIES LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232214351 REAL ESTATE PA 501(c)(2) JEFFEX INC false ABINGTON HEALTH 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 271243803 HEALTH SVCS. PA 501(c)(3) 509(A)(3) TJU true ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352152 HEALTH SVCS. PA 501(c)(3) HOSPITAL AH false LANSDALE HOSPITAL CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263359979 HEALTH SVCS. PA 501(c)(3) HOSPITAL AH false ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232188052 FUNDRAISING PA 501(C)(3) 509(A)(1) AH false JEFFERSON HEALTH - NORTHEAST SYSTEM 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232239131 HEALTH SVCS. PA 501(C)(3) 509(A)(3) TJU true JEFFERSON HEALTH - NORTHEAST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 230596940 HEALTH SVCS. PA 501(C)(3) HOSPITAL JHNES false ARIA HEALTH PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232691968 HEALTH SVCS. PA 501(C)(3) 170B1AIII JHNES false ARIA HEALTH ORTHOPAEDICS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 460779942 HEALTH SVCS. PA 501(C)(3) 509(A)(2) JHNES false JEFFERSON HEALTH - NORTHEAST FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 237318683 FUNDRAISING PA 501(C)(3) 509(A)(3) JHNE false PHILADELPHIA UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352294 EDUCATION PA 501(C)(3) 509(A)(1) TJU true KENNEDY HEALTH SYSTEM INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442036 HEALTH SVCS. NJ 501(C)(3) 509(A)(1) TJU true KENNEDY UNIVERSITY HOSPITAL INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 221773439 HEALTH SVCS. NJ 501(C)(3) HOSPITAL KHS false KENNEDY HEALTH CARE FOUNDATION INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 800550282 FUNDRAISING NJ 501(C)(3) 509(A)(1) KHS false KENNEDY PROPERTY CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442034 REAL ESTATE NJ 501(C)(3) 509(A)(3) KHS false STAT MEDICAL TRANSPORT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222443981 HEALTH SVCS. NJ 501(C)(3) 509(A)(2) KHS false KENNEDY HEALTH FACILITIES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442032 HEALTH SVCS. NJ 501(C)(3) 509(A)(3) KHS false KENNEDY MEDICAL GROUP PRACTICE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 461420853 HEALTH SVCS. NJ 501(C)(3) 509(A)(2) KHS false MAGEE REHABILITATION HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231476328 HEALTH SVCS. PA 501(C)(3) HOSPITAL TJU true 1100 WALNUT ASSOC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332396 MEDICAL OFFICE PA NA JEFF UNIV RAD ASSOC 840 CRESCENT CTR DR FRANKLIN TN 37067 412043518 HEALTH SVCS. PA NA RIVERVIEW SURG CTR LP 3 CRESCENT DR PHILADELPHIA PA 19112 263910345 HEALTH SVCS. PA NA RIVERVIEW SURG CTR LLC 3 CRESCENT DR PHILADELPHIA PA 19112 263911509 HEALTH SVCS. PA NA ROTHMAN ORTHO SPEC HOSP 11221 ROE AVE LEAWOOD KS 66211 270260289 HEALTH SVCS. PA NA JEFFHEDGE LLC 1301 2ND AVE SEATTLE WA 98101 453214379 INVESTMENTS DE TJU RELATED 4766441 14659422 false 0 true 0.70982 JUNIATA MED BLD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232450132 MEDICAL OFFICE PA NA TMB ENTERPRISE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232400586 MEDICAL OFFICE PA NA MED IMAGING ASSOC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232491498 HEALTH SVCS. PA NA GARDEN ST RAD LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 471323463 RADIOLOGY NJ NA KENNEDY CH SURG 11221 ROE AVE LEAWOOD KS 66211 472462625 SURGERY CENTER NJ NA TJU INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232146678 REAL ESTATE PA TJU C CORP. 892158 95886 1.00000 true WALNUT REALTY CO 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332416 REAL ESTATE PA TJU C CORP. 9012 0 1.00000 true ATRIUM CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232075587 HEALTH SVCS. PA TJU C CORP. 1611111 3991962 1.00000 true HEALTHMARK INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232259593 HEALTH SVCS. PA TJU C CORP. 0 0 1.00000 true JEFFERSON ACUTE CARE PHYSICIANS PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 472639286 HEALTH SVCS. PA TJU C CORP. 2114374 0 1.00000 true JEFFCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232830152 HEALTH SVCS. PA TJU C CORP. 271460 126247 1.00000 true MID-ATLANTIC MATERNAL FETAL INSTITUTE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232922471 INACTIVE PA TJU C CORP. 0 0 1.00000 true MID-ATLANTIC MATERNAL FETAL INSTITUTE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223536371 INACTIVE NJ TJU C CORP. 0 0 1.00000 true JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 371856786 INACTIVE CA TJU C CORP. 0 0 1.00000 true 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841657497 REAL ESTATE PA TJU S CORP. 59071 10965450 1.00000 true SYSTEM SERVICE CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232218944 HOLDING CO. DE TJU C CORP. 117895 10483097 1.00000 true TF DEVELOPMENT LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232197865 REAL ESTATE PA TJU C CORP. 4231822 21500583 1.00000 true HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 200214524 HEALTH SVCS. PA TJU C CORP. 1259893 1439038 1.00000 true KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223347294 MANAGEMENT NJ TJU C CORP. 366571 791149 1.00000 true PROFESSIONAL MEDICAL MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222559690 COLLECTION SVCS NJ TJU C CORP. 4116584 3532346 1.00000 true KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 472661672 INVESTMENTS NJ TJU C CORP. 510060 469447 1.00000 true JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841980055 HEALTH SVCS NJ TJU C CORP 529488 520380 1.00000 true true true false true true false false false false true false true false true true true true true SCHEDULE R, PART V THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF 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. 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. THE SYSTEM'S 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.