TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN 23-1352685)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-10
- IRS object ID
- 202001929349302700
- Schema version
- 2018v3.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-10T15:52:51-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MEDHA NARVEKAR SECRETARY | InCareOfNm |
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 2158988967 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 WALNUT STREET Suite ROOM 305 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191046284 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARYFRANCES MCCOURT | PersonNm |
| Person Title | ASSOCIATE COMPTROLLER | PersonTitleTxt |
| Phone | 2158989844 | PhoneNum |
| Signature | 2020-06-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ANTONIO C RUSSO | PreparerPersonNm |
| PTIN | P00858539 | PTIN |
| Phone | 2673303000 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 155.201.35.117 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 23522320201925000037 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-10 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7C276736B1F8534619D83B6F2AADECD8007A5E58 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 3336404C425FC5D94D995B9A40B339DB67595AA7 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DR AMY GUTMANN PRESIDENT | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 WALNUT STREET | AddressLine1Txt |
| City | PHILADLEPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $20,643,074,191 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPENN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1740 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 53 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 53 | VotingMembersIndependentCnt |
| Total Employee | 53313 | TotalEmployeeCnt |
| Total Volunteers | 37484 | TotalVolunteersCnt |
| Total Gross UBI | $3,491,090 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,492,937,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,705,237,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,949,362,299 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,334,589,156 | CYProgramServiceRevenueAmt |
| PY Investment Income | $694,303,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $811,502,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $102,251,701 | PYOtherRevenueAmt |
| CY Other Revenue | $91,415,844 | CYOtherRevenueAmt |
| PY Total Revenue | $7,238,854,000 | PYTotalRevenueAmt |
| CY Total Revenue | $7,942,744,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $457,976,785 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $478,642,962 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,649,456,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,891,110,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $688,264 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $708,182 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $112,487,929 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,430,489,951 | PYOtherExpensesAmt |
| CY Other Expenses | $2,608,533,856 | CYOtherExpensesAmt |
| PY Total Expenses | $6,538,611,000 | PYTotalExpensesAmt |
| CY Total Expenses | $6,978,995,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $700,243,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $963,749,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $21,301,691,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $22,754,777,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,892,514,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,635,778,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,409,177,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $16,118,999,000 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") SEES ITSELF AS HAVING A PUBLIC SERVICE MISSION. IN SUCH REGARD, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $3,315,401,832 | ExpenseAmt |
| Grant | $478,741,656 | GrantAmt |
| Revenue | $2,104,264,156 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,916,549,315 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $3,230,325,000 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $6,231,951,147 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 7804 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 53313 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | BC | ForeignCountryCd |
| Foreign Country | CJ | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | UC | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| DAF Excess Business Holdings | false | DAFExcessBusinessHoldingsInd |
| Taxable Distributions | false | TaxableDistributionsInd |
| Distribution To Donor | false | DistributionToDonorInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | Yes (true) | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 53 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 53 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | Yes (true) | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | Yes (true) | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MEDHA NARVEKAR SECRETARY | PersonNm |
| Phone | 2158987005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 COLLEGE HALL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191046303 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (97 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| LAURA J ALBER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BONNIE MIAO BANDEEN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRETT H BARTH | ||||||||||
| TRUSTEE-AS OF 1/1/2019 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ADAM K BERNSTEIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID S BLITZER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SCOTT L BOK ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERTO J CHAMORRO | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DR WILLIAM W M CHEUNG DMD | ||||||||||
| TRUSTEE-EMERITUS AS OF 12/2018 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID L COHEN ESQ | ||||||||||
| CHAIRPERSON | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| JAMES G DINAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LEE SPELMAN DOTY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CONNIE K DUCKWORTH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERTO IVAN DURAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ERTEL | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER H FRANKLIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL F GERBER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PERRY GOLKIN ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES H GREENE JR | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JANET F HAAS MD | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW R HEYER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| GEORGE KWOK LUNG HUNGCHOY | ||||||||||
| TRUSTEE-AS OF 1/1/2019 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LLOYD W HOWELL JR | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| OSAGIE O IMASOGIE ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LYNN J JERATH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAMES C JOHNSON ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT S KAPITO | ||||||||||
| TRUSTEE-THRU 6/19/2019 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J KOWALSKI | ||||||||||
| TRUSTEE-EMERITUS AS OF 01/2019 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SUSANNA E LACHS ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| WILLIAM P LAUDER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHARLES B LEITNER III | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT M LEVY | ||||||||||
| VICE-CHAIRPERSON | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CLAIRE LOMAX ESQ | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DR DEBORAH MARROW | ||||||||||
| TRUSTEE-EMERITUS AS OF 11/2018 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA MARTIN MD | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARC F MCMORRIS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| KENNETH D MOELIS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| OFER NEMIROVSKY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE M O'HERN LYONS | ||||||||||
| TRUSTEE-AS OF 1/1/2019 | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DHANANJAY M PAI | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| SIMON D PALLEY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CHERYL PEISACH | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD C PERRY | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE BEREN PLATT | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL J PRICE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW S RACHLEFF | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RAMANAN RAGHAVENDRAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ANN REESE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARC J ROWAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THEODORE E SCHLEIN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALAN DAVID SCHNITZER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JULIE BREIER SEAMAN | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P SHOEMAKER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| AMB MARTIN J SILVERSTEIN | ||||||||||
| TRUSTEE | 3.0 | 1.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT M STAVIS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD W VAGUE | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JILL TOPKIS WEISS | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARK B WERNER | ||||||||||
| TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| HON THOMAS W WOLF | ||||||||||
| EX-OFFICIO TRUSTEE | 3.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DR AMY GUTMANN | ||||||||||
| PRESIDENT, EX-OFFICIO TRUSTEE | 55.0 | 0.0 | Yes (X) | $2,949,205 | $0 | $855,046 | Yes (X) | |||
| CRAIG CARNAROLI | ||||||||||
| EXECUTIVE VICE PRESIDENT | 54.0 | 1.0 | $1,153,193 | $0 | $727,718 | Yes (X) | ||||
| JEFFREY COOPER | ||||||||||
| VP GOVT & COMMUNITY RELATIONS | 55.0 | 0.0 | $455,176 | $0 | $50,971 | Yes (X) | ||||
| JACK HEUER | ||||||||||
| VP HUMAN RESOURCES | 55.0 | 0.0 | $508,840 | $0 | $47,548 | Yes (X) | ||||
| JOHN HORN | ||||||||||
| COMPTROLLER | 55.0 | 0.0 | $344,144 | $0 | $39,572 | Yes (X) | ||||
| LARRY JAMESON | ||||||||||
| EXEC. VP UPHS & DEAN OF PSOM | 54.0 | 1.0 | $4,532,065 | $0 | $939,981 | Yes (X) | ||||
| LESLIE KRUHLY | ||||||||||
| VP AND SECRETARY | 55.0 | 0.0 | $436,269 | $0 | $39,253 | Yes (X) | ||||
| TREVOR LEWIS | ||||||||||
| VP BUDGET AND MGMT ANALYSIS | 55.0 | 0.0 | $421,683 | $0 | $63,832 | Yes (X) | ||||
| STEPHEN J MACCARTHY | ||||||||||
| VP COMMUNICATIONS | 55.0 | 0.0 | $503,706 | $0 | $58,904 | Yes (X) | ||||
| MARYFRANCES MCCOURT | ||||||||||
| VP FIN. & TREASURER | 53.0 | 2.0 | $661,743 | $0 | $85,913 | Yes (X) | ||||
| JOANN MITCHELL | ||||||||||
| SVP INSTITUTIONAL AFFAIRS | 55.0 | 0.0 | $561,255 | $0 | $60,806 | Yes (X) | ||||
| THOMAS MURPHY | ||||||||||
| VP INFO SYSTEMS AND COMPUTING | 55.0 | 0.0 | $576,459 | $0 | $111,708 | Yes (X) | ||||
| ANNE PAPAGEORGE | ||||||||||
| VP FACILITIES AND REAL ESTATE | 53.0 | 2.0 | $545,094 | $0 | $58,575 | Yes (X) | ||||
| GREGORY PELLICANO | ||||||||||
| AVP, AUDIT,COMPLIANCE & PRIV'Y | 55.0 | 0.0 | $374,362 | $0 | $61,384 | Yes (X) | ||||
| WENDELL PRITCHETT | ||||||||||
| PROVOST | 54.0 | 1.0 | $907,353 | $0 | $113,987 | Yes (X) | ||||
| GREGORY ROST | ||||||||||
| SVP & CHIEF OF STAFF | 54.0 | 1.0 | $783,424 | $0 | $129,780 | Yes (X) | ||||
| MAUREEN RUSH | ||||||||||
| VP PUBLIC SAFETY | 54.0 | 1.0 | $409,080 | $0 | $61,707 | Yes (X) | ||||
| WENDY WHITE | ||||||||||
| SVP & GENERAL COUNSEL | 54.0 | 1.0 | $946,025 | $0 | $48,622 | Yes (X) | ||||
| MARIE WITT | ||||||||||
| VP BUSINESS SERVICES | 55.0 | 0.0 | $424,692 | $0 | $51,946 | Yes (X) | ||||
| JOHN ZELLER | ||||||||||
| SVP DEVELOPMENT & ALUMNI RLTNS | 55.0 | 0.0 | $973,185 | $0 | $52,872 | Yes (X) | ||||
| PETER AMMON | ||||||||||
| CHIEF INVESTMENT OFFICER | 55.0 | 0.0 | $3,148,882 | $0 | $1,693,553 | Yes (X) | ||||
| DAWN BONNELL | ||||||||||
| VICE PROVOST FOR RESEARCH | 55.0 | 0.0 | $545,162 | $0 | $36,258 | Yes (X) | ||||
| REGINA CUNNINGHAM | ||||||||||
| CEO HUP | 54.0 | 1.0 | $1,106,071 | $0 | $157,842 | Yes (X) | ||||
| JON EPSTEIN | ||||||||||
| VICE DEAN, PSOM | 55.0 | 0.0 | $1,001,855 | $0 | $44,312 | Yes (X) | ||||
| ELIZABETH B JOHNSTON | ||||||||||
| EXECUTIVE DIRECTOR CPUP | 53.0 | 2.0 | $1,180,800 | $0 | $145,205 | Yes (X) | ||||
| KEITH KASPER | ||||||||||
| CFO, UPHS | 41.0 | 14.0 | $1,350,555 | $0 | $182,342 | Yes (X) | ||||
| KEVIN MAHONEY | ||||||||||
| EVP,PROG DEV&EXEC VICE DEAN | 46.0 | 9.0 | $1,610,124 | $0 | $199,644 | Yes (X) | ||||
| CHRISTOPHER MASOTTI | ||||||||||
| VICE DEAN ADMIN PSOM | 55.0 | 0.0 | $532,199 | $0 | $58,277 | Yes (X) | ||||
| RALPH MULLER | ||||||||||
| CEO, UPHS | 42.0 | 13.0 | $2,601,584 | $0 | $524,692 | Yes (X) | ||||
| PHILLIP OKALA | ||||||||||
| COO PHILADELPHIA OPERATIONS | 51.0 | 4.0 | $1,516,654 | $0 | $206,118 | Yes (X) | ||||
| PETER D QUINN MD DMD | ||||||||||
| SVP, VICE DEAN, PROF SRVCS | 51.0 | 4.0 | $1,624,609 | $0 | $54,467 | Yes (X) | ||||
| BETH A WINKELSTEIN | ||||||||||
| VICE PROVOST | 55.0 | 0.0 | $405,516 | $0 | $34,267 | Yes (X) | ||||
| THOMAS L SPRAY MD | ||||||||||
| CHOP - SURGEON | 55.0 | 0.0 | $4,165,507 | $0 | $36,537 | Yes (X) | ||||
| N SCOTT ADZICK MD | ||||||||||
| CHOP - SURGERY | 55.0 | 0.0 | $2,853,433 | $0 | $43,910 | Yes (X) | ||||
| MICHAEL SEAN GRADY MD | ||||||||||
| SURGEON - NEUROSURGERY | 55.0 | 0.0 | $2,079,558 | $0 | $52,512 | Yes (X) | ||||
| WILLIAM C WELCH MD | ||||||||||
| CPUP - NEUROSURGERY | 55.0 | 0.0 | $1,837,681 | $0 | $59,289 | Yes (X) | ||||
| PHILLIP B STORM MD | ||||||||||
| CHOP - NEUROSURGERY | 55.0 | 0.0 | $1,770,957 | $0 | $49,057 | Yes (X) | ||||
| VINCENT PRICE | ||||||||||
| FORMER PROVOST | 0.0 | 0.0 | $249,480 | $0 | $0 | Yes (X) | ||||
| THOMAS E BEEMAN PHD | ||||||||||
| FORMER COO REGIONAL OPS UPHS | 0.0 | 0.0 | $2,298,112 | $0 | $17,818 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $50,345,692 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,256,225 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8535 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PHILA POST-ACUTE PARTNERS LLC | |||||
| 850 S 5TH ST | ALLENTOWN | PA | 18103 | HEALTH CARE PROVIDER | $43,580,157 |
| TORCON INC | |||||
| ONE CRESCENT DRIVE SUITE 302 | PHILADELPHIA | PA | 19112 | CONSTRUCTION MGMT | $31,198,120 |
| HUNTER ROBERTS CONSTRUCTION GROUP | |||||
| 1717 ARCH ST SUITE 3410 | PHILADELPHIA | PA | 19103 | CONSTRUCTION MGMT | $24,367,824 |
| TARGET BLDG CONSTRUCTION | |||||
| 1124 CHESTER PIKE | CRUM LYNNE | PA | 19022 | CONSTRUCTION MGMT | $22,740,234 |
| DRISCOLL BALFOUR BEATTY A JOINT VEN | |||||
| STE 500-401 CITY AVE | BALA CYNWYD | PA | 19004 | CONSTRUCTION MGMT | $21,683,553 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 714 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $466,900 | FundraisingAmt |
| Government Grants | $785,571,000 | GovernmentGrantsAmt |
| All Other Contributions | $919,199,100 | AllOtherContributionsAmt |
| Noncash Contributions | $18,054,114 | NoncashContributionsAmt |
| Total Contributions | $1,705,237,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION & FEES | 900099 | $1,477,935,000 | $1,477,935,000 | $0 | $0 |
| NET PATIENT SERVICE HEALTHCARE REVENUES | 621110 | $3,230,325,000 | $3,230,325,000 | $0 | $0 |
| AUXILIARY ENTERPRISES | 611710 | $264,294,000 | $264,294,000 | $0 | $0 |
| OTHER PROGRAM SERVICE REVENUES | 611710 | $362,035,156 | $358,544,066 | $3,491,090 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,334,589,156 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $132,025,075 | TotalRevenueColumnAmt |
| Exclusion | $132,025,075 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,288,925 | TotalRevenueColumnAmt |
| Exclusion | $6,288,925 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,463,000 | TotalRevenueColumnAmt |
| Exclusion | $69,463,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,556,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $20,556,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $20,556,000 | TotalRevenueColumnAmt |
| Exclusion | $20,556,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $13,369,735,000 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $12,696,547,000 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $673,188,000 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $673,188,000 | TotalRevenueColumnAmt |
| Exclusion | $673,188,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $317,035 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $466,900 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $378,191 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$61,156 | TotalRevenueColumnAmt |
| Exclusion | -$61,156 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $4,863,000 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $3,405,000 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,458,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,458,000 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,942,744,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,332,556,066 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,491,090 | UnrelatedBusinessRevenueAmt |
| Exclusion | $901,459,844 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,814,267 | TotalAmt |
| Program Services | $4,814,267 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $472,931,132 | TotalAmt |
| Program Services | $472,931,132 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $897,563 | TotalAmt |
| Program Services | $897,563 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,014,842 | TotalAmt |
| Program Services | $43,714,100 | ProgramServicesAmt |
| Management And General | $2,300,742 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,716,045 | TotalAmt |
| Program Services | $10,180,243 | ProgramServicesAmt |
| Management And General | $535,802 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,029,877,958 | TotalAmt |
| Program Services | $2,646,612,384 | ProgramServicesAmt |
| Management And General | $333,286,575 | ManagementAndGeneralAmt |
| Fundraising | $49,978,999 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,248,000 | TotalAmt |
| Program Services | $179,285,000 | ProgramServicesAmt |
| Management And General | $22,577,000 | ManagementAndGeneralAmt |
| Fundraising | $3,386,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,675,155 | TotalAmt |
| Program Services | $349,118,093 | ProgramServicesAmt |
| Management And General | $43,964,267 | ManagementAndGeneralAmt |
| Fundraising | $6,592,795 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,578,000 | TotalAmt |
| Program Services | $174,332,000 | ProgramServicesAmt |
| Management And General | $21,954,000 | ManagementAndGeneralAmt |
| Fundraising | $3,292,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,788,000 | TotalAmt |
| Program Services | $17,229,000 | ProgramServicesAmt |
| Management And General | $1,389,000 | ManagementAndGeneralAmt |
| Fundraising | $9,170,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,161,000 | TotalAmt |
| Program Services | $15,074,000 | ProgramServicesAmt |
| Management And General | $3,068,000 | ManagementAndGeneralAmt |
| Fundraising | $19,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,227,000 | TotalAmt |
| Program Services | $1,937,000 | ProgramServicesAmt |
| Management And General | $290,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $268,000 | TotalAmt |
| Program Services | $222,000 | ProgramServicesAmt |
| Management And General | $46,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $708,182 | TotalAmt |
| Fundraising | $708,182 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,723,000 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $31,723,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $445,236,000 | TotalAmt |
| Program Services | $376,041,000 | ProgramServicesAmt |
| Management And General | $62,333,000 | ManagementAndGeneralAmt |
| Fundraising | $6,862,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,619,000 | TotalAmt |
| Program Services | $21,119,000 | ProgramServicesAmt |
| Management And General | $4,099,000 | ManagementAndGeneralAmt |
| Fundraising | $401,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,269,000 | TotalAmt |
| Program Services | $223,168,000 | ProgramServicesAmt |
| Management And General | $17,519,000 | ManagementAndGeneralAmt |
| Fundraising | $9,582,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,487,000 | TotalAmt |
| Program Services | $6,214,000 | ProgramServicesAmt |
| Management And General | $827,000 | ManagementAndGeneralAmt |
| Fundraising | $446,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,266,000 | TotalAmt |
| Program Services | $1,266,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $223,763,000 | TotalAmt |
| Program Services | $201,387,000 | ProgramServicesAmt |
| Management And General | $17,961,000 | ManagementAndGeneralAmt |
| Fundraising | $4,415,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $88,240,000 | TotalAmt |
| Program Services | $76,437,000 | ProgramServicesAmt |
| Management And General | $7,059,000 | ManagementAndGeneralAmt |
| Fundraising | $4,744,000 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,155,000 | TotalAmt |
| Program Services | $33,823,000 | ProgramServicesAmt |
| Management And General | $3,772,000 | ManagementAndGeneralAmt |
| Fundraising | $9,560,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,094,000 | TotalAmt |
| Program Services | $53,185,000 | ProgramServicesAmt |
| Management And General | $5,909,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | -$698,000 | TotalAmt |
| Program Services | -$698,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,581,000 | TotalAmt |
| Program Services | $311,023,000 | ProgramServicesAmt |
| Management And General | $34,558,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,626,000 | TotalAmt |
| Program Services | $64,925,000 | ProgramServicesAmt |
| Management And General | $9,696,000 | ManagementAndGeneralAmt |
| Fundraising | $5,000 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $799,480,000 | $799,480,000 | $0 | $0 |
| OTHER TAXES | $98,702,000 | $95,741,000 | $2,950,000 | $11,000 |
| G&C OVERHEAD EXPENSES | $27,220,344 | $23,681,699 | $3,538,645 | $0 |
| SUBSCRIPTIONS/DUES | $12,543,000 | $10,912,000 | $1,433,000 | $198,000 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,783,512 | TotalAmt |
| Program Services | $17,899,666 | ProgramServicesAmt |
| Management And General | $1,766,893 | ManagementAndGeneralAmt |
| Fundraising | $3,116,953 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,978,995,000 | TotalAmt |
| Program Services | $6,231,951,147 | ProgramServicesAmt |
| Management And General | $634,555,924 | ManagementAndGeneralAmt |
| Fundraising | $112,487,929 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,252,459,000 | BOYAmt |
| EOY | $1,169,301,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $273,477,000 | BOYAmt |
| EOY | $483,068,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $628,004,000 | BOYAmt |
| EOY | $595,916,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $508,025 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $763,097 | BOYAmt |
| EOY | $700,238 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,024,880 | BOYAmt |
| EOY | $71,357,762 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,588,000 | BOYAmt |
| EOY | $38,694,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,194,000 | BOYAmt |
| EOY | $65,302,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $10,277,818,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,537,935,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,076,475,000 | BOYAmt |
| EOY | $5,739,883,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,355,205,425 | BOYAmt |
| EOY | $5,549,045,680 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,398,976,573 | BOYAmt |
| EOY | $8,861,362,320 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $143,016,000 | BOYAmt |
| EOY | $179,897,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,301,691,000 | BOYAmt |
| EOY | $22,754,777,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,026,498,000 | BOYAmt |
| EOY | $2,261,886,000 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,328,000 | BOYAmt |
| EOY | $135,025,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,216,793,000 | BOYAmt |
| EOY | $2,155,528,000 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,663,000 | BOYAmt |
| EOY | $12,774,000 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,232,000 | BOYAmt |
| EOY | $2,070,565,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,892,514,000 | BOYAmt |
| EOY | $6,635,778,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,504,163,000 | BOYAmt |
| EOY | $8,619,742,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,905,014,000 | BOYAmt |
| EOY | $7,499,257,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,409,177,000 | BOYAmt |
| EOY | $16,118,999,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,301,691,000 | BOYAmt |
| EOY | $22,754,777,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $963,749,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $88,210,000 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$342,137,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,246,588,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,299,928,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,427,606,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,492,937,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,705,237,000 | CurrentTaxYearAmt |
| Total | $7,172,296,000 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,246,588,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,299,928,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,427,606,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,492,937,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,705,237,000 | CurrentTaxYearAmt |
| Total | $7,172,296,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $0 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,172,296,000 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,744,590 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $132,420,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $171,477,149 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $224,332,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $228,333,000 | CurrentTaxYearAmt |
| Total | $896,307,375 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,068,603,375 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $23,459,651,962 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.88891 | PublicSupportCY170Pct |
| Public Support PY170 | 0.89432 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | Yes (true) | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $956,674 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | false | OtherActivitiesInd |
| Total Lobbying Expenditures | $956,674 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINE 1(G) | FormAndLineReferenceDesc |
| Explanation | DETAIL OF LOBBYING ACTIVITIES THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") ALUMNI AND TRUSTEES OCCASIONALLY ENGAGE IN ADVOCACY RELATED TO FEDERAL AND STATE APPROPRIATIONS FOR PROGRAMS OF IMPORTANCE TO THE UNIVERSITY. THE UNIVERSITY MAINTAINS AN OFFICE OF FEDERAL RELATIONS, WHOSE MAIN FUNCTION IS TO KEEP THE UNIVERSITY COMMUNITY APPRISED OF FEDERAL DEVELOPMENTS WHICH MAY HAVE AN IMPACT ON THE UNIVERSITY INCLUDING, AMONG OTHERS, PENDING CHANGES TO THE INTERNAL REVENUE CODE, RESEARCH FUNDING AND ISSUES OF STUDENT AID. THE UNIVERSITY, A PRIVATE NON-PROFIT EDUCATIONAL INSTITUTION, RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE AMOUNT AND CONTINUATION OF THESE APPROPRIATIONS ARE NOT GUARANTEED. THEREFORE, THE UNIVERSITY MAINTAINS AN OFFICE OF COMMONWEALTH RELATIONS IN ORDER TO SUPPORT, JUSTIFY, AND COORDINATE THESE APPROPRIATION REQUESTS BEFORE THE PENNSYLVANIA DEPARTMENT OF AGRICULTURE, OTHER APPROPRIATE AGENCIES OF THE EXECUTIVE BRANCH, AND THE GENERAL ASSEMBLY. THE MAJORITY OF THIS OFFICE'S EFFORTS ARE RELATED TO ACTIVITIES SUPPORTING THESE APPROPRIATION REQUESTS. ADDITIONALLY, THIS OFFICE MAY ALSO CONDUCT MINIMAL LOBBYING ACTIVITIES RELATED TO OTHER ISSUES, SUCH AS STUDENT AID AND OTHER PROGRAMS RELATED TO HIGHER EDUCATION. IN CONJUNCTION WITH THESE TYPES OF LOBBYING ACTIVITIES, THE UNIVERSITY HAS CONTRACTED WITH PROFESSIONAL LOBBYISTS TO CONTACT LEGISLATORS IN CONNECTION WITH THE UNIVERSITY'S ANNUAL APPROPRIATIONS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, THROUGH ITS OFFICE OF GOVERNMENTAL AFFAIRS, CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO HEALTH CARE RELATED ISSUES AND LEGISLATION. THESE ACTIVITIES INCLUDED MEETING WITH LEGISLATORS, THEIR STAFF, GOVERNMENTAL OFFICIALS, AS WELL AS CONDUCTING SEMINARS. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Donor Advised Funds Contri | $243,524 | DonorAdvisedFundsContriAmt |
| Donor Advised Funds Grants | $133,000 | DonorAdvisedFundsGrantsAmt |
| Donor Advised Funds Vl EOY | $2,046,705 | DonorAdvisedFundsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Coll Used Loan Or Exch Prog | Yes (X) | CollUsedLoanOrExchProgInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $12,052,014,686 | BeginningYearBalanceAmt |
| Contributions | $355,655,204 | ContributionsAmt |
| Investment Earnings Or Losses | $726,174,722 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $286,184,555 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,847,660,057 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,823,057,735 | BeginningYearBalanceAmt |
| Contributions | $386,383,842 | ContributionsAmt |
| Investment Earnings Or Losses | $1,345,636,475 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $503,063,366 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $12,052,014,686 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,489,318,954 | BeginningYearBalanceAmt |
| Contributions | $488,726,023 | ContributionsAmt |
| Investment Earnings Or Losses | $1,319,478,609 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $474,465,852 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $10,823,057,734 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,708,105,142 | BeginningYearBalanceAmt |
| Contributions | $300,549,705 | ContributionsAmt |
| Investment Earnings Or Losses | -$161,026,895 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $358,308,998 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,489,318,954 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,168,772,072 | BeginningYearBalanceAmt |
| Contributions | $230,022,469 | ContributionsAmt |
| Investment Earnings Or Losses | $638,749,658 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $329,439,057 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,708,105,142 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.46050 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.53950 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $295,404,000 | OtherCostOrOtherBasisAmt |
| Book Value | $295,404,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,179,286,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,351,804,000 | DepreciationAmt |
| Book Value | $3,827,482,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,700,699,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,186,131,000 | DepreciationAmt |
| Book Value | $514,568,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,102,429,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $1,102,429,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,739,883,000 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| VENTURE CAPITAL & OTHER INVEST | $8,177,609,596 | F |
| REAL ESTATE | $631,219,724 | F |
| INVESTMENT IN SUBSIDIARIES | $52,533,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,861,362,320 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| DEPOSITS | $188,186,000 |
| FEDERAL STUDENT LOAN ADVANCES | $71,265,000 |
| ACCRUED RETIREMENT BENEFITS | $1,399,529,000 |
| INTERCO DUE TO/(FROM) AFFILIAT | -$166,770,000 |
| TAXABLE BOND LIABILITY | $578,355,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,070,565,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III, LINE 1A | ACCOUNTING FOR COLLECTIONS THE FOLLOWING IS THE TEXT OF THE FOOTNOTE TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS: CONTRIBUTIONS OF LIBRARY MATERIALS, AS WELL AS RARE BOOKS AND OTHER COLLECTIBLES, ARE NOT RECORDED FOR FINANCIAL STATEMENT PRESENTATION, WHILE PURCHASES ARE RECORDED AS OTHER OPERATING EXPENSES ON THE CONSOLIDATED STATEMENT OF ACTIVITIES IN THE PERIOD ACQUIRED. --------------- SCHEDULE D, PART III, LINE 4 DESCRIPTION OF COLLECTIONS THE UNIVERSITY MAINTAINS 14 LIBRARIES. THE COLLECTIONS ENCOMPASS NUMEROUS FIELDS OF STUDY. THE UNIVERSITY'S DEPARTMENTAL LIBRARIES ARE GENERALLY SUBJECT SPECIFIC (MATH/PHYSICS/ ASTRONOMY, FINE ARTS, BUSINESS, MUSIC, BIOMEDICAL, DENTAL MEDICINE, VETERINARY MEDICINE, ETC.) AND THE VAN PELT-DIETRICH LIBRARY HOUSES COLLECTIONS FROM ALL OF THESE AREAS, AS WELL AS THE RARE BOOK COLLECTION AND ALL OF THE HUMANITIES. SUBJECT HOLDINGS INCLUDE PHILOSOPHY, PSYCHOLOGY, RELIGION, HISTORY, GEOGRAPHY, ANTHROPOLOGY, RECREATION, SOCIAL SCIENCE, ECONOMICS, SOCIOLOGY, POLITICAL SCIENCE, LAW, EDUCATION, LITERATURE, SCIENCE, AGRICULTURE, TECHNOLOGY, MILITARY SCIENCE, AND GENERAL BIBLIOGRAPHY. THE LIBRARIES' COLLECTIONS, WHICH RANGE FROM OBJECTS AND ARTIFACTS TO PRINTED AND DIGITAL RESOURCES DIRECTLY SUPPORT THE RESEARCH AND INSTRUCTION MISSION OF THE UNIVERSITY BY ENSURING ACCESS TO CURRENT AND HISTORICAL KNOWLEDGE. THE LIBRARIES STRIVE TO PRESERVE UNIQUE COLLECTIONS FOR FUTURE GENERATIONS AND EXHIBIT A PORTION OF THE COLLECTIONS ON A ROTATING BASIS FREE OF CHARGE. THE UNIVERSITY DOES NOT SOLICIT OR RECEIVE DONATIONS OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS TO BE SOLD IN ORDER TO RAISE FUNDS. ALL DONATIONS OF MATERIALS ARE ADDED TO THE EXISITING COLLECTIONS EXCEPT FOR NON-RARE, DUPLICATE ITEMS. THESE ITEMS ARE HELD FOR THE PERIOD SPECIFIED IN THE GIFT AGREEMENT (VARIES BY DONOR) OR A MINIMUM OF THREE YEARS BEFORE BEING REMOVED FROM THE COLLECTION AND SENT TO A NON-PROFIT VENDOR FOR RESALE. THIS RESALE ACTIVITY GENERAGES LESS THAN $2K PER YEAR. -------------------- |
| SCHEDULE D, PART V, LINE 4 | USE OF ENDOWMENT FUNDS DURING THE YEAR ENDED JUNE 30, 2019, THE UNIVERSITY'S ENDOWMENT CONSISTED OF 6,682 DONOR-RESTRICTED PERMANENT OR TERM ENDOWMENT FUNDS AND 920 UNRESTRICTED ENDOWMENT FUNDS ESTABLISHED BY THE UNIVERSITY'S BOARD OF TRUSTEES TO BE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. -------------------- |
| SCHEDULE D, PART X, LINE 1 | OTHER LIABILITIES DETAIL THE INTERCOMPANY DUE TO/(FROM) AFFILIATES BALANCE INCLUDES AMOUNTS OWED TO/(DUE FROM) AFFILIATES BASED UPON THE UNIVERSITY'S CENTRAL MANAGEMENT OF THE CASH HELD BY CERTAIN UNIVERSITY AFFILIATES. -------------------- |
| SCHEDULE D, PART X, LINE 2 | TEXT OF FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, LINE 3 | PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY IN THE STUDENT CATALOGUE, ON ITS FINANCIAL AID APPLICATIONS AND IN OTHER BROCHURES WHICH DESCRIBE THE UNIVERSITY OF PENNSYLVANIA, ITS SCHOOLS, CENTERS, AND INSTITUTES. SEE: http://www.upenn.edu/affirm-action/policies.html -------------------- |
| SCHEDULE E, LINE 6A | DESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE UNIVERSITY IS A PRIVATE NON-PROFIT INSTITUTION THAT RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY AlSO RECEIVES VARIOUS GOVERNMENTAL FUNDING WHICH SUPPORTS ITS EDUCATIONAL, PATIENT CARE, AND RESEARCH MISSIONS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (100 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | EmployeeEmployeeCnt | OfficesOfficesCnt |
|---|---|---|---|---|---|
| Antarctica | Program Services | Education & Training | $306,000 | ||
| Antarctica | Program Services | Field Research | $60,165 | ||
| Central America and the Caribbean | Send agents to seminar | $40,452 | |||
| Central America and the Caribbean | Fundraising | $16,977 | |||
| Central America and the Caribbean | Grantmaking | $92,592 | |||
| Central America and the Caribbean | Program Services | Clinical Trials | $8,734 | ||
| Central America and the Caribbean | Program Services | Education & Training | $51,123 | 1 | |
| Central America and the Caribbean | Program Services | Field Research | $156,229 | ||
| Central America and the Caribbean | Program Services | Recruiting | $5,170 | ||
| Central America and the Caribbean | Program Services | Social Research | $1,651 | ||
| Central America and the Caribbean | Program Services | Study Abroad/Education | $110,653 | ||
| Central America and the Caribbean | Program Services | Study Abroad/Research | $6,239 | ||
| Central America and the Caribbean | Program Services | Education & Training | $24,000 | ||
| East Asia and the Pacific | Send agents to seminar | $1,633 | |||
| East Asia and the Pacific | Send agents to seminar | $2,988 | |||
| East Asia and the Pacific | Send agents to seminar | $868,289 | 1 | ||
| East Asia and the Pacific | Conduct board meetings | $103,338 | 1 | ||
| East Asia and the Pacific | Fundraising | $3,047,356 | 1 | 1 | |
| East Asia and the Pacific | Grantmaking | $251,059 | |||
| East Asia and the Pacific | Program Services | Clinical Trials | $20,000 | 1 | |
| East Asia and the Pacific | Program Services | Education & Training | $2,343,392 | 20 | |
| East Asia and the Pacific | Program Services | Field Research | $2,000,831 | 5 | |
| East Asia and the Pacific | Program Services | Recruiting | $298,377 | ||
| East Asia and the Pacific | Program Services | Social Research | $32,655 | 6 | |
| East Asia and the Pacific | Program Services | Study Abroad/Education | $877,344 | 32 | |
| East Asia and the Pacific | Program Services | Study Abroad/Research | $153,617 | ||
| Europe (Including Iceland and Greenland) | Send agents to seminar | $2,530,810 | 5 | ||
| Europe (Including Iceland and Greenland) | Conduct board meetings | $49,236 | |||
| Europe (Including Iceland and Greenland) | Fundraising | $1,823,469 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | $146,239 | 1 | ||
| Europe (Including Iceland and Greenland) | Program Services | Clinical Trials | $1,584 | ||
| Europe (Including Iceland and Greenland) | Program Services | Education & Training | $2,705,147 | 3 | |
| Europe (Including Iceland and Greenland) | Program Services | Field Research | $4,531,822 | 117 | 1 |
| Europe (Including Iceland and Greenland) | Program Services | Recruiting | $265,718 | ||
| Europe (Including Iceland and Greenland) | Program Services | Social Research | $587,366 | 36 | |
| Europe (Including Iceland and Greenland) | Program Services | Study Abroad/Education | $4,175,310 | 38 | |
| Europe (Including Iceland and Greenland) | Program Services | Study Abroad/Research | $303,143 | ||
| Middle East and North Africa | Send agents to seminar | $177,754 | 1 | ||
| Middle East and North Africa | Fundraising | $30,575 | |||
| Middle East and North Africa | Grantmaking | $27,380 | |||
| Middle East and North Africa | Investments | $84,637 | |||
| Middle East and North Africa | Program Services | Education & Training | $601,623 | ||
| Middle East and North Africa | Program Services | Field Research | $391,572 | 133 | 1 |
| Middle East and North Africa | Program Services | Recruiting | $8,345 | ||
| Middle East and North Africa | Program Services | Social Research | $23,728 | ||
| Middle East and North Africa | Program Services | Study Abroad/Education | $387,417 | 1 | |
| Middle East and North Africa | Program Services | Study Abroad/Research | $21,085 | ||
| North America | Send agents to seminar | $633,095 | 3 | ||
| North America | Fundraising | $106,976 | |||
| North America | Grantmaking | $200,251 | |||
| North America | Program Services | Clinical Trials | $23,769 | ||
| North America | Program Services | Education & Training | $768,183 | ||
| North America | Program Services | Field Research | $454,951 | 3 | |
| North America | Program Services | Recruiting | $26,326 | ||
| North America | Program Services | Social Research | $83,019 | 5 | |
| North America | Program Services | Study Abroad/Education | $75,659 | ||
| North America | Program Services | Study Abroad/Research | $28,156 | ||
| Russia and the Newly Independent States | Send agents to seminar | $30,084 | |||
| Russia and the Newly Independent States | Grantmaking | $1,000 | |||
| Russia and the Newly Independent States | Program Services | Clinical Trials | $31,708 | 2 | |
| Russia and the Newly Independent States | Program Services | Education & Training | $143,420 | ||
| Russia and the Newly Independent States | Program Services | Field Research | $129,876 | 27 | |
| Russia and the Newly Independent States | Program Services | Recruiting | $10,295 | ||
| Russia and the Newly Independent States | Program Services | Social Research | $551,869 | ||
| Russia and the Newly Independent States | Program Services | Study Abroad/Education | $63,721 | 1 | |
| Russia and the Newly Independent States | Program Services | Study Abroad/Research | $2,746 | ||
| South America | Send agents to seminar | $108,059 | |||
| South America | Conduct board meetings | $10,974 | |||
| South America | Fundraising | $70,146 | |||
| South America | Grantmaking | $36,032 | |||
| South America | Program Services | Education & Training | $980,471 | 2 | |
| South America | Program Services | Field Research | $795,477 | 1 | |
| South America | Program Services | Recruiting | $78,237 | ||
| South America | Program Services | Social Research | $138,250 | 2 | |
| South America | Program Services | Study Abroad/Education | $433,781 | ||
| South America | Program Services | Study Abroad/Research | $29,828 | ||
| South Asia | Send agents to seminar | $190,193 | |||
| South Asia | Fundraising | $110,999 | |||
| South Asia | Grantmaking | $61,418 | |||
| South Asia | Program Services | Education & Training | $411,984 | 2 | |
| South Asia | Program Services | Field Research | $2,725,918 | 4 | |
| South Asia | Program Services | Recruiting | $33,608 | ||
| South Asia | Program Services | Social Research | $561,077 | ||
| South Asia | Program Services | Study Abroad/Education | $150,399 | 16 | |
| South Asia | Program Services | Study Abroad/Research | $35,046 | ||
| Sub-Saharan Africa | Send agents to seminar | $37,562 | |||
| Sub-Saharan Africa | Fundraising | $2,175 | |||
| Sub-Saharan Africa | Grantmaking | $75,374 | |||
| Sub-Saharan Africa | Program Services | Clinical Trials | $290,874 | ||
| Sub-Saharan Africa | Program Services | Education & Training | $1,618,482 | 93 | 4 |
| Sub-Saharan Africa | Program Services | Field Research | $725,402 | 7 | |
| Sub-Saharan Africa | Program Services | Recruiting | $46,894 | ||
| Sub-Saharan Africa | Program Services | Social Research | $279,921 | 1 | |
| Sub-Saharan Africa | Program Services | Study Abroad/Education | $1,102,941 | 19 | |
| Sub-Saharan Africa | Program Services | Study Abroad/Research | $47,245 | ||
| Central America and the Caribbean | Investments | $2,771,712,792 | |||
| East Asia and the Pacific | Investments | $252,380,636 | |||
| Europe (Including Iceland and Greenland) | Investments | $753,349,577 | |||
| North America | Investments | $155,935,469 | |||
| Sub-Saharan Africa | Investments | $102,146,163 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 3 | SubtotalEmployeesCnt |
| Continuation Total Office | 7 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 588 | ContinuationTotalEmployeeCnt |
| Total Office | 7 | TotalOfficeCnt |
| Total Employee | 591 | TotalEmployeeCnt |
| Subtotal Spent | $1,856,233 | SubtotalSpentAmt |
| Continuation Spent | $4,077,977,099 | ContinuationSpentAmt |
| Total Spent | $4,079,833,332 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (13 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $5,620 | CHECK | N/A | N/A |
| Sub-Saharan Africa | RESEARCH | $24,995 | OTHER | N/A | N/A |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $59,448 | WIRE | N/A | N/A |
| Middle East and North Africa | RESEARCH SUPPORT | $27,164 | WIRE | N/A | N/A |
| East Asia and the Pacific | RESEARCH SUPPORT | $21,779 | WIRE | N/A | N/A |
| Middle East and North Africa | RESEARCH SUPPORT | $65,681 | CHECK | N/A | N/A |
| Europe (Including Iceland and Greenland) | RESEARCH SUPPORT | $10,130 | CHECK | N/A | N/A |
| Europe (Including Iceland and Greenland) | RESEACH SUPPORT | $35,753 | CHECK | N/A | N/A |
| Europe (Including Iceland and Greenland) | $12,845 | CHECK | N/A | N/A | |
| Middle East and North Africa | Lipman Family Prize | $100,000 | CHECK | N/A | N/A |
| South America | LIPMAN FAMILY PRIZE | $100,000 | CHECK | N/A | N/A |
| Sub-Saharan Africa | LIPMAN FAMILY PRIZE | $250,000 | CHECK | N/A | N/A |
| South Asia | Contributions | $115,000 | WIRE | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 16 | Total501c3OrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (7 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| AWARD | South Asia | 3 | $23,648 | CHECK | N/A | N/A |
| AWARD | East Asia and the Pacific | 1 | $5,000 | CHECK | N/A | N/A |
| LAUDER LEADERSHIP IMMERSION AWARD - COLOMBIA | South America | 1 | $10,000 | CHECK | N/A | N/A |
| LAUDER LEADERSHIP IMMERSION AWARD - VIETNAM | East Asia and the Pacific | 1 | $7,500 | CHECK | N/A | N/A |
| LAUDER LEADERSHIP IMMERSION AWARD - COTE D'IVOIRE | Sub-Saharan Africa | 1 | $8,000 | CHECK | N/A | N/A |
| LAUDER LEADERSHIP IMMERSION AWARD - ITALY | Europe (Including Iceland and Greenland) | 1 | $5,000 | CHECK | N/A | N/A |
| LAUDER LEADERSHIP IMMERSION AWARD - FRANCE | Europe (Including Iceland and Greenland) | 1 | $10,000 | CHECK | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (true) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (true) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I, LINE 2 | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. -------------------- |
| SCHEDULE F, PART II | DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MAKES SUB-CONTRACTS TO FOREIGN INSTITUTIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-CONTRACTS AS GRANTS FOR FORM 990, SCHEDULE F, PARTS II AND III. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| ARIA COMMUNICATIONS | ||||||||
| 717 W ST GERMAIN STREET | ST CLOUD | MN | 56301 | TELE- MARKETING | false | $33,376 | $16,848 | $16,528 |
| ACD DIRECT INC | ||||||||
| 520 N MARKETPLACE DR 200 | CENTERVILLE | UT | 84014 | FUNDRAISING DRIVES | false | $31,179 | $6,415 | $24,764 |
| RUFFALO NOEL LEVITZ | ||||||||
| 1025 KIRKWOOD PARKWAY SW | CEDAR RAPIDS | IA | 52404 | MANAGE CALL CENTERS | false | $3,426,777 | $684,919 | $2,741,858 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $3,491,332 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $708,182 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,783,150 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MOONLIGHT & ROS | Event1Nm |
| Gross Receipts Event1 | $264,000 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $211,570 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $52,430 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $16,990 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $125,016 | OtherDirectExpensesEvent1Amt |
| Event2 | SENSE OF PLACE | Event2Nm |
| Gross Receipts Event2 | $107,460 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $107,460 | CharitableContriEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $63,897 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $412,475 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $147,870 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $264,605 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $6,330 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $119,084 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $46,874 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $783,935 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $466,900 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $317,035 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $6,330 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $136,074 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $235,787 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $378,191 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$61,156 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300. | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | false | FinancialAssistanceBudgetInd |
| Annual Community Bnft Report | Yes (true) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (true) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $4,167,050 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,167,050 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.00060 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $401,988,953 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $299,466,442 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $102,522,511 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01470 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $406,156,003 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $299,466,442 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $106,689,561 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01530 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $138,767,882 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $55,884,226 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $82,883,656 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01190 | TotalExpensePct |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $742,905,052 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $603,889,647 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $139,015,405 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01990 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $881,672,934 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $659,773,873 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $221,899,061 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03180 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $1,287,828,937 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $959,240,315 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $328,588,622 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.04710 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $75,526,511 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $27,994,066 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $617,952,755 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $665,359,239 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$47,406,484 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPITAL OF THE UNIV OF PENN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SPRUCE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.PENNMEDICINE.ORG | WebsiteAddressTxt |
| State License | LICENSE# 341101 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
| Emergency Room24 Hrs | Yes (X) | EmergencyRoom24HrsInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPITAL OF THE UNIV OF PENN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 18 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (true) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | Yes (true) | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE SCH H, PART V, SECTION C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 19 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE SCH H, PART V, SECTION C | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 300. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300. | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Hospital Contact | Yes (X) | ProvidedHospitalContactInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE SCH H, PART V, SECTION C | FAPAvailableOnWebsiteURLTxt |
| FAP App Available On Website | Yes (X) | FAPAppAvailableOnWebsiteInd |
| FAP App Available On Website URL | SCH H, PART V, SECT. C | FAPAppAvailableOnWebsiteURLTxt |
| FAP Summary On Website | Yes (X) | FAPSummaryOnWebsiteInd |
| FAP Summary On Website URL | SCH H, PART V, SECT. C | FAPSummaryOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP App Avlbl On Request No Chrg | Yes (X) | FAPAppAvlblOnRequestNoChrgInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| Notified FAP Copy Bill Display | Yes (X) | NotifiedFAPCopyBillDisplayInd |
| Communtity Notified FAP | Yes (X) | CommuntityNotifiedFAPInd |
| FAP Translated | Yes (X) | FAPTranslatedInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Made Effort Orally Notify | Yes (X) | MadeEffortOrallyNotifyInd |
| Processed FAP Application | Yes (X) | ProcessedFAPApplicationInd |
| Made Presumptive Elig Determ | Yes (X) | MadePresumptiveEligDetermInd |
| Nondis Emergency Care Policy | Yes (true) | NondisEmergencyCarePolicyInd |
| Look Back Medicaid Medcr Prvt | Yes (X) | LookBackMedicaidMedcrPrvtInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, SECTION B, LINES 5, 6A & 6B (INPUT FROM COMMUNITY; JOINT CHNA) | THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH ("PDPH") AND HEALTH CARE IMPROVEMENT FOUNDATION ("HFIC") ASSISTED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS WITH THE COMPLETION OF THEIR CHNA. PDPH AND HFIC DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WERE USED BY UPHS AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP THEIR IMPLEMENTATIONS PLANS. AMONG OTHERS, THE COLLABORATIVE CHNA INCLUDED THE FOLLOWING PARTNERING UPHS HOSPITAL AFFILIATES: - CHESTER COUNTY HOSPITAL - HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - PENNSYLVANIA HOSPITAL OF UPHS - PENN PRESBYTERIAN MEDICAL CENTER OF UPHS FOR MORE INFORMATION, PLEASE SEE: https://www.pennmedicine.org/about/serving-our-community/reports -------------------- |
| PART V, SECTION B, LINE 7 & 10 (CHNA & IMP. STRATEGY PUBLIC AVAILABILITY) | A COPY OF THE ORGANIZATION'S CHNA AND IMPLEMENTATION STRATEGY CAN BE ACCESSED AT: https://www.pennmedicine.org/about/serving-our-community/reports OUR CHNA AND IMPLEMENTATION STRATEGY ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 9 (TAX YEAR THE MOST RECENT IMP. STRATEGY WAS ADOPTED) THE ORGANIZATION'S MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED BY 11/15/2019, AS PERMITTED UNDER THE REGULATIONS. -------------------- |
| PART V, SECTION B, LINE 11 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA) | FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE THE FOLLOWING: https://www.pennmedicine.org/about/serving-our-community/reports -------------------- |
| PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY) | A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/for-patients-and-visitors/patient-information /insurance-and-billing/financial-assistance ------------------ |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 16 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| PENN MEDICINE AT RADNOR | ||||
| 250 KING OF PRUSSIA ROAD | BALA CYNWYD | PA | 19004 | OUTPATIENT FACILITY |
| PENN MEDICINE AT BUCKS COUNTY | ||||
| 777 TOWNSHIP LINE ROAD | YARDLEY | PA | 19067 | OUTPATIENT FACILITY |
| PENN MEDICINE AT VALLEY FORGE | ||||
| 1001 CHESTERBROOK BLVD | BERWYN | PA | 19312 | OUTPATIENT FACILITY |
| PENN MEDICINE AT WOODBURY HEIGHTS | ||||
| 1006 MANTUA PIKE | WOODBURY HEIGHTS | NJ | 08097 | OUTPATIENT FACILITY |
| PENN MEDICINE AT RITTENHOUSE | ||||
| 1800 LOMBARD STREET | PHILADELPHIA | PA | 19146 | INPATIENT REHABILITATION |
| ANATOMY CHEMISTRY | ||||
| 420 GUARDIAN DRIVE | PHILADEPHIA | PA | 19104 | RESEARCH FACILITY |
| BIOMEDICAL RESEARCH BUILDING 2 | ||||
| 500 OSLER CIRCLE | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| BLOCKLEY HALL | ||||
| 423 GUARDIAN DRIVE | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CAROLYN HOFF LYNCH BIOLOGY LAB | ||||
| 435 S UNIVERSITY AVENUE | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CHEMISTRY LABORATORIES - 1958 WING | ||||
| 231 S 34TH STREET | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CHESTNUT HALL | ||||
| 3900 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CLINICAL RESEARCH BUILDING | ||||
| 415 CURIE BLVD | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| GL LABORATORY BUILDING | ||||
| 500 S RIDGEWAY | GLENOLDEN | PA | 19036 | RESEARCH FACILITY |
| GODDARD LABORATORIES | ||||
| 3710 HAMILTON WALK | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| HAYDEN HALL | ||||
| 3320 SMITH WALK | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| PERELMAN CENTER FOR ADVANCED MEDICINE | ||||
| 3400 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | OUTPATIENT FACILITY |
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) | THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $6,139,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2019. DUE TO THE ADOPTION OF NEW ACCOUNTING PRONOUNCEMENT ASC 606, CURRENT YEAR IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE (CONSISTENT WITH THE PRIOR YEAR TREATMENT OF PATIENT SERVICE BAD DEBTS). THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. -------------------- |
| PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES) | DETAILS REGARDING THE VARIOUS COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE ORGANIZATION IS INCLUDED IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. -------------------- |
| PART III, SECTION A, LINE 2 (IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE) | THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER NEW ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 3 (IMPLICIT PRICE CONCESSIONS ATTRIBUTABLE TO PATIENTS ELIBIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS (IMPLICIT PRICE CONCESSIONS) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (IMPLICIT PRICE CONCESSION FOOTNOTE) THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 10 OF THE ELECTRONICALLY ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. -------------------- |
| PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL) | THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARTIABLE HEALTHCARE MISSION OF UPHS AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. -------------------- |
| PART III, LINE 9B (COLLECTION PRACTICES) | THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. -------------------- |
| PART VI, LINE 2 (NEEDS ASSESSMENT) | THE MISSION OF UPHS IS TO PROVIDE THE MOST ADVANCED AND HIGHEST QUALITY PATIENT CARE POSSIBLE; TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR STUDENTS AND TRAINEES; AND TO SUPPORT CLINICAL RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE. TO THESE ENDS, UPHS IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS OUR HOME. ON ANY GIVEN DAY, UPHS PHYSICIANS, NURSES, MEDICAL STUDENTS, AND VOLUNTEERS ARE OUT IN THE COMMUNITY SHARING THEIR SKILLS, THEIR TALENTS AND MOST IMPORTANTLY, THEMSELVES FOR THE BETTERMENT OF THE COMMUNITY. - HOW UPHS IDENTIFIES AND TAKES ACTION TO ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES IN MEDICAL CARE EVERY DAY IN OUR NEIGHBORHOOD CLINICS, IN OUR EMERGENCY ROOM AND PHYSICIANS' OFFICES WE SEE THE EFFECTS OF RACIAL, ETHNIC, AND GENDER DISPARITIES IN HEALTH CARE. IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN NEED OF URGENT MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS OR ANY OTHER SOCIO-ECONOMIC FACTORS. AS THE MAIN PROVIDER IN A SERVICE AREA THAT INCLUDES A NUMBER OF ECONOMICALLY-CHALLENGED NEIGHBORHOODS, UPHS PROVIDES CARE TO MANY PATIENTS WHO DO NOT HAVE HEALTH INSURANCE PROVIDING MORE THAN $100 MILLION IN CHARITY AND UNDERFUNDED CARE EACH YEAR. IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND OTHER AREA INSTITUTIONS, UPHS SEEKS TO IDENTIFY AND ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES THROUGH SUPPORT FOR PROGRAMS INCLUDING, BUT NOT LIMITED TO: > PUENTES DE SALUD - A WEEKLY FREE CLINIC THAT SEEKS TO ADDRESS THE HEALTH NEEDS OF THE GROWING LATINO POPULATION BY PROVIDING LOW-COST CARE TO PATIENTS ANNUALLY. > THE UNITY CLINIC - A FREE CLINIC THAT PROVIDES PRIMARY CARE SERVICES TO LOW-INCOME ASIAN IMMIGRANTS IN PHILADELPHIA. > WOMEN AND CHILDREN'S HEALTH SERVICES - AN AMBULATORY CARE FACILITY THAT SPECIALIZES IN THE PROVISION OF OBSTETRICAL, FAMILY PLANNING, AND SOCIAL SERVICES THROUGH FREE AND LOW COST PROGRAMS THAT EXTEND WELL BEYOND TRADITIONAL MEDICAL CARE. - HOW THE HEALTH SYSTEM ASSESSES COMMUNITY HEALTH STATUS UPHS PROVIDES VARIOUS COMMUNITY SERVICES WHICH, IN CONJUNCTION WITH PROVIDING PATIENT CARE AND EDUCATIONAL INFORMATION, HELP US ASSESS THE HEALTH STATUS OF OUR COMMUNITY. SOME OF OUR MOST SUCCESSFUL INITIATIVES RESULT FROM APPLYING THE COLLECTIVE RESOURCES OF COMMUNITY RESIDENTS AND ORGANIZATIONS, HEALTH CARE PROFESSIONALS, AND PUBLIC HEALTH AGENCIES WITH THE GOAL OF IDENTIFYING AND ADDRESSING A COMMUNITY PROBLEM. THIS IS ACCOMPLISHED IN MANY WAYS, SUCH AS: FORMAL HEALTH ASSESSMENTS THAT INDIVIDUAL PROGRAMS MAY PERFORM, OPEN DIALOGUE WITH COMMUNITY LEADERS THROUGH PARTICIPATION IN COMMUNITY MEETINGS, OR BY ASSESSING COMMUNITY HEALTH STATUS IN THE WORK WE PERFORM OUT IN THE COMMUNITY. - HOW THE HEALTH SYSTEM COLLABORATES WITH COMMUNITY STAKEHOLDERS, INCLUDING OTHER INSTITUTIONAL PROVIDERS, TO IDENTIFY SPECIFIC COMMUNITY HEALTH NEEDS AND TO DEVELOP AND MEASURE EFFECTIVENESS OF PROGRAMS TO HELP MEET THOSE NEEDS COLLABORATION WITH COMMUNITY STAKEHOLDERS AND OTHER INSTITUTIONAL PROVIDERS IS A PARTICULARLY STRONG AREA FOR UPHS. WORKING IN CONJUNCTION WITH COMMUNITY-BASED NON-PROFIT ORGANIZATIONS, CITY AGENCIES AND OTHER COMMUNITY STAKEHOLDERS, UPHS SEEKS TO IDENTIFY AND ADDRESS COMMUNITY HEALTH NEEDS THROUGH PROGRAMS AND SERVICES, SUCH AS: > SAYRE HEALTH CENTER - RECOGNIZING A NEED FOR PRIMARY CARE SERVICES IN THE NEIGHBORHOOD, PENN JOINED FORCES WITH THE SCHOOL DISTRICT OF PHILADELPHIA TO BRING A STATE-OF-THE-ART HEALTH CARE FACILITY TO SAYRE HIGH SCHOOL IN WEST PHILADELPHIA. IN ADDITION TO PROVIDING PRIMARY CARE SERVICES TO THE COMMUNITY, PENN MEDICINE PHYSICIANS WORK IN PARTNERSHIP WITH SAYRE STUDENTS TO TEACH BASIC MEDICAL SERVICES THAT ONE DAY COULD LEAD TO A CAREER IN THE MEDICAL PROFESSION. > BRIDGING THE GAPS - A PARTNERSHIP OF THE AREA'S FIVE ACADEMIC HEALTH CENTERS, BRIDGING THE GAPS (BTG) LINKS THE TRAINING OF HEALTH PROFESSIONALS WITH THE PROVISION OF CARE TO ECONOMICALLY DISADVANTAGED POPULATIONS. LED BY UPHS PHYSICIANS AND STAFF, BTG GIVES MEDICAL STUDENTS THE OPPORTUNITY TO GAIN FIRST-HAND INSIGHT INTO THE COMPLEX ISSUES AFFECTING UNDERSERVED URBAN COMMUNITIES. IN ADDITION TO THE PROGRAMS OUTLINED ABOVE, UPHS PHYSICIANS AND STAFF PROVIDE EDUCATIONAL PROGRAMS IN CONJUNCTION WITH AREA HIGH SCHOOLS AND VOLUNTEER THEIR EXPERTISE TO NUMEROUS PUBLIC HEALTH COMMITTEES AND AGENCIES AT THE COMMUNITY, STATE AND NATIONAL LEVEL. - HOW THE HEALTH SYSTEM REGULARLY REPORTS TO THE COMMUNITY ON THE ORGANIZATION'S QUALITY PERFORMANCE FOR THE FULL RANGE OF SERVICES IT PROVIDES SINCE 2007, UPHS HAS PUBLISHED AN ANNUAL COMMUNITY BENEFIT REPORT, "SIMPLY BECAUSE," WHICH HIGHLIGHTS SOME OF THE EXTENSIVE WORK UPHS PERFORMS IN THE COMMUNITY. THIS WIDELY DISTRIBUTED REPORT INCLUDES EXAMPLES OF OUR COMMUNITY EFFORTS AS WELL AS STATISTICS RELATED TO THE COMMUNITY BENEFIT WE PROVIDE. https://www.pennmedicine.org/news/publications-and-special-projects/simply -because ADDITIONALLY, UPHS HAS ALSO IMPLEMENTED OUR "PENN MEDICINE CARES" (COMMUNITY ACTIVITY REPORTING E-INITIATIVE) PROGRAM. WHILE THE "SIMPLY BECAUSE" REPORT PROVIDES US A BRIEF GLIMPSE INTO ALL THE GOOD WORK UPHS PERSONNEL ARE INVOLVED IN, IT REPRESENTS ONLY A FRACTION OF THE TOTAL COMMUNITY SERVICE WORK THAT OCCURS. THIS REPORTING PROGRAM HAS BEEN DEVELOPED TO ENCOURAGE UPHS EMPLOYEES TO REPORT ALL OF THE COMMUNITY SERVICES THEY PROVIDE SO THAT WE CAN BETTER TRACK COMMUNITY OUTREACH, ENCOURAGE MORE VOLUNTEERISM AND BETTER TARGET OUR EFFORTS TO MEET THE GREATEST COMMUNITY NEEDS. http://www.pennmedicine.org/health-system/about/community/ - WHETHER AND HOW UPHS IS ADDRESSING THE PER CAPITA COST OF CARE IN THE COMMUNITY UPHS SUPPORTS EFFORTS TO PROVIDE FREE AND LOW-COST CARE TO THE COMMUNITY THROUGH PARTNERSHIPS WITH BOTH PENN-RELATED AND NON-RELATED PROGRAMS. UPHS PHYSICIANS AND STAFF WORK IN HEALTH CLINICS THROUGHOUT PHILADELPHIA THAT PROVIDE THESE MUCH-NEEDED SERVICES THAT ALSO ADDRESSES THE PER CAPITA COST OF HEALTH CARE IN THE COMMUNITY. IN ADDITION, UPHS HAS A SPECIALTY CARE CONTRACT WITH THE CITY OF PHILADELPHIA THAT ALLOWS PHYSICIANS FROM THE CITY'S DISTRICT HEALTH CENTERS TO REFER PATIENTS INTO THE SYSTEM FOR APPOINTMENTS IN SPECIALTIES SUCH AS CARDIOLOGY, NEUROLOGY AND DERMATOLOGY. THESE SERVICES ARE PROVIDED TO THE CITY AT A SIGNIFICANTLY REDUCED COST - GIVING UNINSURED AND UNDERINSURED PATIENTS ACCESS TO CARE THEY MIGHT NOT OTHERWISE RECEIVE WHILE KEEPING DOWN THE PER CAPITA COST FOR THE CITY AND RESIDENTS OF THE COMMUNITY. AT UPHS, WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, UPHS HAS CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE- BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND PROACTIVE IN FINDING SOLUTIONS. IN ADDITION TO OUR OWN INTERNAL EFFORTS, UPHS ALSO COLLABORATES WITH VARIOUS PUBLIC AND PRIVATE AGENCIES TO HELP DETERMINE COMMUNITY HEALTH NEEDS AND HOW BEST TO ADDRESS THEM. THE SUCCESS OF COMMUNITY OUTREACH REQUIRES A STRONG FOCUS ON SOLUTIONS. AT UPHS, WE CONTINUALLY FIND WAYS TO EXPAND AND STRENGTHEN THE SAFETY NET THAT HELPS ENSURE THE WELL-BEING OF THE COMMUNITIES WE SERVE. IN THAT REGARD, ONE OF OUR MAJOR RESPONSIBILITIES IS TO SHARE KNOWLEDGE. WORKING TOGETHER WITH COMMUNITY PARTNERS ENABLES US TO ACCOMPLISH MORE THAN ANY ONE PERSON COULD INDIVIDUALLY. PLEASE SEE OUR MOST RECENTLY COMPLETED COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION PLAN FOR ADDITIONAL INFORMATION. A COPY OF OUR CHNA AND IMPLEMENTATION PLAN CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/SERVING-OUR-COMMUNITY/REPORTS. -------------------- |
| PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE) | UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN, RELIGIOUS CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/for-patients-and-visitors/patient-information /insurance-and-billing/financial-assistance -------------------- |
| PART VI, LINE 4 (COMMUNITY INFORMATION) | UPHS IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. -------------------- |
| PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH) | DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS DESIGNED TO PROMOTE COMMUNITY HEALTH IS INCLUDED IN OUR RESPONSE TO SCHEDULE H, PART VI, LINE 2, AS WELL AS IN FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. -------------------- |
| PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION) | THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSRY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 110 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. PRINCETON INCLUDES APPROXIMATELY 1,200 PHYSICIANS ON STAFF AND EMPLOYS APPROXIMATELY 3,200 PEOPLE. -------------------- |
| PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT) | N/A |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| UNIVERSITY CITY DISTRICT | |||||||||
| 3940 CHESTNUT ST | PHILADELPHIA | PA | 19104 | 232913784 | 501(C)(3) | $3,695,403 | FMV | N/A | GRANT |
| SCHOOL DISTRICT OF PHILADELPHIA | |||||||||
| 440 N BROAD ST | PHILADELPHIA | PA | 19130 | 236004102 | GOV'T ORG | $882,864 | FMV | N/A | GRANT |
| MAYORS FUND OF PHILA | |||||||||
| CITY HALL NO 708 | PHILADELPHIA | PA | 19107 | 232174863 | 501(C)(3) | $16,000 | FMV | N/A | Community |
| MATERNITY CARE COALITION | |||||||||
| 2000 HAMILTON ST STE 205 | PHILADELPHIA | PA | 19130 | 232200410 | 501(C)(3) | $10,000 | FMV | N/A | Monetary |
| SCHUYLKILL RIVER DEVELOPMENT CORP | |||||||||
| 2401 WALNUT ST STE 603 | PHILADELPHIA | PA | 19103 | 232690558 | 501(c)(3) | $175,000 | FMV | N/A | MONETARY |
| UNIVERSITY CITY SCIENCE CENTER | |||||||||
| 3675 MARKET ST STE 400 | PHILADELPHIA | PA | 19104 | 231645908 | 501(c)(3) | $25,000 | FMV | N/A | MONETARY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|
| FINANCIAL AID TO UNDERGRADUATE STUDENTS | 6900 | $217,198,496 | N/A | N/A |
| FINANCIAL AID TO GRADUATE STUDENTS | 8154 | $250,062,248 | N/A | N/A |
| STUDENT PRIZES AND AWARDS | 1750 | $5,670,388 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE I, PART I, LINE 2 | PROCEDURES FOR MONITORING GRANTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA'S ("PENN") OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. -------------------- TO PROMOTE INCLUSION AND INCREASED ACCESS, PENN PROVIDES GRANT-BASED UNDERGRADUATE FINANCIAL AID PACKAGES AND ADHERES TO A NEED-BLIND ADMISSION POLICY, IN WHICH ADMISSION DECISIONS ARE NOT AFFECTED BY A STUDENTS ABILITY TO PAY OR APPLICATION FOR FINANCIAL AID. THIS POLICY PROVIDES FINANCIAL AID TO ELIGIBLE STUDENTS IN THE FORM OF DIRECT GRANTS AND EMPLOYMENT DURING THE ACADEMIC YEAR. AN UNDERGRADUATE STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF TUITION REMISSION AS A RESULT OF A PARENT BEING ELIGIBLE TO RECEIVE THIS BENEFIT AS A CONDITION OF THEIR EMPLOYMENT. GRADUATE/PROFESSIONAL FINANCIAL AID CAN BE AWARDED BASED ON FINANCIAL NEED, SERVICE (TEACHING ASSISTANTSHIPS AND FELLOWSHIPS, RESEARCH ASSISTANTSHIPS AND FELLOWSHIPS) OR OTHER CRITERIA SUCH AS MERIT/ACADEMICS. PHD STUDENTS GENERALLY RECEIVE MULTI-YEAR AWARDS COVERING THEIR FULL EDUCATIONAL COSTS. A GRADUATE/PROFESSIONAL STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF BENEFIT AS DESCRIBED ABOVE. ----------------------------------------- |
| SCHEDULE I, PART II | DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MAKES SUB-AWARDS TO OTHER INSTITUTIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "GRANTS AND ASSISTANCE" FOR FORM 990 REPORTING, SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY. DURING THE YEAR ENDED JUNE 30, 2019, THE UNIVERSITY OF PENNSYLVANIA MADE SUB-AWARD PAYMENTS TO 331 RECIPIENTS TOTALING $106,434,571. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (39 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG CARNAROLI | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $962,503 | $0 | $190,000 | $0 | $690 | $0 | $698,600 | $0 | $29,118 | $0 | $1,880,911 | $0 | $0 | $0 |
| JEFFREY COOPER | ||||||||||||||
| VP GOVT & COMMUNITY RELATIONS | $367,231 | $0 | $75,000 | $0 | $12,945 | $0 | $24,750 | $0 | $26,221 | $0 | $506,147 | $0 | $0 | $0 |
| JACK HEUER | ||||||||||||||
| VP HUMAN RESOURCES | $414,350 | $0 | $93,000 | $0 | $1,490 | $0 | $37,643 | $0 | $9,905 | $0 | $556,388 | $0 | $0 | $0 |
| JOHN HORN | ||||||||||||||
| COMPTROLLER | $297,204 | $0 | $45,000 | $0 | $1,940 | $0 | $27,405 | $0 | $12,167 | $0 | $383,716 | $0 | $0 | $0 |
| LARRY JAMESON | ||||||||||||||
| EXEC. VP UPHS & DEAN OF PSOM | $1,772,420 | $0 | $894,784 | $0 | $1,864,861 | $0 | $908,090 | $0 | $31,891 | $0 | $5,472,046 | $0 | $1,838,981 | $0 |
| LESLIE KRUHLY | ||||||||||||||
| VP AND SECRETARY | $354,499 | $0 | $70,000 | $0 | $11,770 | $0 | $24,750 | $0 | $14,503 | $0 | $475,522 | $0 | $0 | $0 |
| TREVOR LEWIS | ||||||||||||||
| VP BUDGET AND MGMT ANALYSIS | $342,993 | $0 | $78,000 | $0 | $690 | $0 | $31,838 | $0 | $31,994 | $0 | $485,515 | $0 | $0 | $0 |
| STEPHEN J MACCARTHY | ||||||||||||||
| VP COMMUNICATIONS | $390,332 | $0 | $88,000 | $0 | $25,374 | $0 | $24,750 | $0 | $34,154 | $0 | $562,610 | $0 | $11,049 | $0 |
| MARYFRANCES MCCOURT | ||||||||||||||
| VP FIN. & TREASURER | $500,313 | $0 | $160,000 | $0 | $1,430 | $0 | $46,013 | $0 | $39,900 | $0 | $747,656 | $0 | $0 | $0 |
| JOANN MITCHELL | ||||||||||||||
| SVP INSTITUTIONAL AFFAIRS | $446,275 | $0 | $113,000 | $0 | $1,980 | $0 | $40,770 | $0 | $20,036 | $0 | $622,061 | $0 | $0 | $0 |
| THOMAS MURPHY | ||||||||||||||
| VP INFO SYSTEMS AND COMPUTING | $479,459 | $0 | $96,000 | $0 | $1,000 | $0 | $44,100 | $0 | $67,608 | $0 | $688,167 | $0 | $0 | $0 |
| ANNE PAPAGEORGE | ||||||||||||||
| VP FACILITIES AND REAL ESTATE | $453,804 | $0 | $90,000 | $0 | $1,290 | $0 | $41,310 | $0 | $17,265 | $0 | $603,669 | $0 | $0 | $0 |
| GREGORY PELLICANO | ||||||||||||||
| AVP, AUDIT,COMPLIANCE & PRIV'Y | $310,272 | $0 | $63,000 | $0 | $1,090 | $0 | $28,733 | $0 | $32,651 | $0 | $435,746 | $0 | $0 | $0 |
| VINCENT PRICE | ||||||||||||||
| FORMER PROVOST | $247,500 | $0 | $0 | $0 | $1,980 | $0 | $0 | $0 | $0 | $0 | $249,480 | $0 | $0 | $0 |
| WENDELL PRITCHETT | ||||||||||||||
| PROVOST | $744,203 | $0 | $162,500 | $0 | $650 | $0 | $62,550 | $0 | $51,437 | $0 | $1,021,340 | $0 | $0 | $0 |
| GREGORY ROST | ||||||||||||||
| SVP & CHIEF OF STAFF | $623,789 | $0 | $158,000 | $0 | $1,635 | $0 | $56,925 | $0 | $72,855 | $0 | $913,204 | $0 | $0 | $0 |
| MAUREEN RUSH | ||||||||||||||
| VP PUBLIC SAFETY | $332,000 | $0 | $75,000 | $0 | $2,080 | $0 | $30,443 | $0 | $31,264 | $0 | $470,787 | $0 | $0 | $0 |
| WENDY WHITE | ||||||||||||||
| SVP & GENERAL COUNSEL | $719,580 | $0 | $182,000 | $0 | $44,445 | $0 | $24,750 | $0 | $23,872 | $0 | $994,647 | $0 | $0 | $0 |
| MARIE WITT | ||||||||||||||
| VP BUSINESS SERVICES | $351,402 | $0 | $72,000 | $0 | $1,290 | $0 | $32,310 | $0 | $19,636 | $0 | $476,638 | $0 | $0 | $0 |
| JOHN ZELLER | ||||||||||||||
| SVP DEVELOPMENT & ALUMNI RLTNS | $738,310 | $0 | $188,000 | $0 | $46,875 | $0 | $24,750 | $0 | $28,122 | $0 | $1,026,057 | $0 | $0 | $0 |
| PETER AMMON | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $916,900 | $0 | $2,231,682 | $0 | $300 | $0 | $1,678,320 | $0 | $15,233 | $0 | $4,842,435 | $0 | $1,166,802 | $0 |
| THOMAS E BEEMAN PHD | ||||||||||||||
| FORMER COO REGIONAL OPS UPHS | $1,116,284 | $0 | $465,162 | $0 | $716,666 | $0 | $0 | $0 | $17,818 | $0 | $2,315,930 | $0 | $699,568 | $0 |
| DAWN BONNELL | ||||||||||||||
| VICE PROVOST FOR RESEARCH | $543,182 | $0 | $0 | $0 | $1,980 | $0 | $24,750 | $0 | $11,508 | $0 | $581,420 | $0 | $0 | $0 |
| REGINA CUNNINGHAM | ||||||||||||||
| CEO HUP | $709,588 | $0 | $334,425 | $0 | $62,058 | $0 | $140,000 | $0 | $17,842 | $0 | $1,263,913 | $0 | $38,365 | $0 |
| JON EPSTEIN | ||||||||||||||
| VICE DEAN, PSOM | $672,007 | $0 | $321,526 | $0 | $8,322 | $0 | $24,750 | $0 | $19,562 | $0 | $1,046,167 | $0 | $0 | $0 |
| ELIZABETH B JOHNSTON | ||||||||||||||
| EXECUTIVE DIRECTOR CPUP | $680,767 | $0 | $321,048 | $0 | $178,985 | $0 | $134,401 | $0 | $10,804 | $0 | $1,326,005 | $0 | $147,408 | $0 |
| KEITH KASPER | ||||||||||||||
| CFO, UPHS | $675,737 | $0 | $104,683 | $0 | $570,135 | $0 | $154,601 | $0 | $27,741 | $0 | $1,532,897 | $0 | $159,471 | $0 |
| KEVIN MAHONEY | ||||||||||||||
| EVP,PROG DEV&EXEC VICE DEAN | $936,828 | $0 | $445,725 | $0 | $227,571 | $0 | $180,003 | $0 | $19,641 | $0 | $1,809,768 | $0 | $187,659 | $0 |
| CHRISTOPHER MASOTTI | ||||||||||||||
| VICE DEAN ADMIN PSOM | $417,086 | $0 | $111,828 | $0 | $3,285 | $0 | $24,750 | $0 | $33,527 | $0 | $590,476 | $0 | $0 | $0 |
| RALPH MULLER | ||||||||||||||
| CEO, UPHS | $1,724,822 | $0 | $842,470 | $0 | $34,292 | $0 | $510,330 | $0 | $14,362 | $0 | $3,126,276 | $0 | $0 | $0 |
| PHILLIP OKALA | ||||||||||||||
| COO PHILADELPHIA OPERATIONS | $910,776 | $0 | $429,975 | $0 | $175,903 | $0 | $180,003 | $0 | $26,115 | $0 | $1,722,772 | $0 | $153,938 | $0 |
| PETER D QUINN MD DMD | ||||||||||||||
| SVP, VICE DEAN, PROF SRVCS | $965,080 | $0 | $650,640 | $0 | $8,889 | $0 | $35,164 | $0 | $19,303 | $0 | $1,679,076 | $0 | $0 | $0 |
| BETH A WINKELSTEIN | ||||||||||||||
| VICE PROVOST | $404,846 | $0 | $0 | $0 | $670 | $0 | $24,750 | $0 | $9,517 | $0 | $439,783 | $0 | $0 | $0 |
| THOMAS L SPRAY MD | ||||||||||||||
| CHOP - SURGEON | $1,139,218 | $0 | $2,950,277 | $0 | $76,012 | $0 | $24,750 | $0 | $11,787 | $0 | $4,202,044 | $0 | $0 | $0 |
| N SCOTT ADZICK MD | ||||||||||||||
| CHOP - SURGERY | $1,095,670 | $0 | $0 | $0 | $1,757,763 | $0 | $24,750 | $0 | $19,160 | $0 | $2,897,343 | $0 | $0 | $0 |
| MICHAEL SEAN GRADY MD | ||||||||||||||
| SURGEON - NEUROSURGERY | $1,470,432 | $0 | $597,870 | $0 | $11,256 | $0 | $24,750 | $0 | $27,762 | $0 | $2,132,070 | $0 | $0 | $0 |
| WILLIAM C WELCH MD | ||||||||||||||
| CPUP - NEUROSURGERY | $1,518,776 | $0 | $7,500 | $0 | $311,405 | $0 | $35,164 | $0 | $24,125 | $0 | $1,896,970 | $0 | $0 | $0 |
| PHILLIP B STORM MD | ||||||||||||||
| CHOP - NEUROSURGERY | $1,191,289 | $0 | $0 | $0 | $579,668 | $0 | $24,750 | $0 | $24,307 | $0 | $1,820,014 | $0 | $0 | $0 |
| DR AMY GUTMANN | ||||||||||||||
| PRESIDENT, EX-OFFICIO TRUSTEE | $1,431,503 | $0 | $1,165,702 | $0 | $352,000 | $0 | $735,000 | $0 | $120,046 | $0 | $3,804,251 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 1A | DETAIL OF ADDITIONAL BENEFITS PROVIDED FIRST CLASS OR CHARTER TRAVEL THE MODE OF AIR TRAVEL UTILIZED BY UNIVERSITY EMPLOYEES IS EXPECTED TO BE THE LEAST COSTLY OPTION, CONSISTENT WITH THE ITINERARY AND PARTICULAR UNIVERSITY BUSINESS PURPOSE INVOLVED. ON FEDERALLY FUNDED PROJECTS, COMPLIANCE WITH THE FLY AMERICA ACT TAKES PRECEDENCE OVER CHOOSING A LESS EXPENSIVE FOREIGN CARRIER. IN CERTAIN LIMITED CIRCUMSTANCES, CERTAIN INDIVIDUALS MAY TRAVEL FIRST CLASS. ANY FIRST CLASS EXCEPTIONS TO THE UNIVERSITY'S POLICY ARE SUBJECT TO APPROPRIATE REVIEW AND APPROVAL. TRAVEL FOR COMPANIONS TRAVEL EXPENSES OF A SPOUSE (OR DEPENDENT) MAY BE PROVIDED BY THE UNIVERSITY AS A REGULAR BUSINESS EXPENSE ONLY IF THE TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. FURTHER, TRAVEL EXPENSES FOR SPOUSES AND DEPENDENTS ARE ALLOWABLE DURING THE INTERVIEW PROCESS PRIOR TO AN EMPLOYMENT OFFER, SINCE EMPLOYMENT IS CONSIDERED A FAMILY DECISION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES WITH APPROPRIATE APPROVAL. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP, TO BE USED BY THE PRESIDENT IN CONNECTION WITH HER DUTIES. THE PRESIDENT IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. -------------------- |
| SCHEDULE J, PART I, LINE 4B | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNT WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER- NO DISTRIBUTION COOPER, JEFFREY- $9,135 HEUER, JOHN- NO DISTRIBUTION HORN, JOHN- NO DISTRIBUTION KRUHLY, LESLIE- $7,560 LEWIS, TREVOR- NO DISTRIBUTION MACCARTHY, STEPHEN J.- $22,479 MCCOURT, MARYFRANCES- NO DISTRIBUTION MITCHELL, JOANN- NO DISTRIBUTION MURPHY, THOMAS- NO DISTRIBUTION PAPAGEORGE, ANNE- NO DISTRIBUTION PELLICANO, GREGORY- NO DISTRIBUTION PRITCHETT, WENDELL- NO DISTRIBUTION ROST, GREGORY- NO DISTRIBUTION RUSH, MAUREEN- NO DISTRIBUTION WHITE, WENDY- $40,635 WITT, MARIE- NO DISTRIBUTION ZELLER, JOHN- $43,065 IN ADDITION, THE FOLLOWING INDIVIDUAL LISTED ON FORM 990, PART VII, SECTION A, LINE 1A HAS A VESTED BALANCE IN THE SERP WHICH WILL BE RECEIVED UPON SEPARATION: CARNAROLI, CRAIG -------------------- THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ALSO MAINTAINS ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLANS FOR SENIOR EXECUTIVES AS A RETENTION TO THEIR COMMITMENT TO THE UNIVERSITY OF PENNSYLVANIA. CONTRIBUTIONS ARE MADE ANNUALLY AT THE SOLE DISCRETION OF THE UNIVERSITY AS LONG AS THE INDIVIDUAL IS AN ACTIVE EMPLOYEE. VESTING IN THESE ACCOUNTS OCCURS AFTER EACH THREE YEAR PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE THE BALANCE OF THE VESTED SERP ACCOUNT (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES). PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: CARNAROLI, CRAIG NO DISTRIBUTION JAMESON, LARRY $1,838,981 -------------------- THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: BEEMAN, THOMAS E.- NO DISTRIBUTION CUNNINGHAM, REGINA- $38,365 JOHNSTON, ELIZABETH B.- $147,408 KASPER, KEITH- $159,471 MAHONEY, KEVIN- $187,659 MULLER, RALPH- NO DISTRIBUTION OKALA, PHILIP- $153,938 QUINN, PETER D.- NO DISTRIBUTION -------------------- THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVRESITY WHEN THE CONTRIBUTIONS ARE MADE (THE "MED SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE MED SERP PLAN DURING THE YEAR: ADZICK, N. SCOTT, MD - NO DISTRIBUTION GRADY, MICHAEL SEAN, MD - NO DISTRIBUTION JAMESON, LARRY NO DISTRIBUTION QUINN, PETER D.- NO DISTRIBUTION SPRAY, THOMAS L., MD - NO DISTRIBUTION STORM, PHILLIP B., MD- NO DISTRIBUTION WELCH, WILLIAM C., MD.- NO DISTRIBUTION -------------------- LANCASTER GENERAL HEALTH IS AN AFFILIATE OF THE UNIVERSITY. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE LANCASTER GENERAL HEALTH SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: BEEMAN, THOMAS E.- NO DISTRIBUTION -------------------- |
| SCHEDULE J, PART I, LINE 7 | PROVISION OF NON-FIXED PAYMENTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON, AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 4958, ARE APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. -------------------- |
| SCHEDULE J, PART II | ADDITIONAL DETAIL REGARDING COMPENSATION REPORTED CERTAIN PHYSICIANS LISTED ON SCHEDULE J, PART II HOLD ACADEMIC APPOINTMENTS AT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") WHILE PERFORMING CLINICAL PRACTICE DUTIES AT A NEARBY, UNRELATED THIRD PARTY CHILDREN'S HOSPITAL (THE "THIRD PARTY HOSPITAL"). FOR ADMINISTRATIVE SIMPLICITY, THE UNIVERSITY PROVIDES THE PAYROLL FUNCTION FOR BOTH PORTIONS OF THE PHYSICIAN SALARIES. THE THIRD PARTY HOSPITAL THEN REIMBURSES THE UNIVERSITY FOR THE CLINICAL PORTION OF THE PHYSICIAN SALARIES. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER ED FACILITIES AUTHORITY- SERIES B 2009 | ||||||||
| A | 222243852 | 70917RUS2 | 2009-03-16 | $44,226,561 | REFUND 2008A (REFUNDING 2002B) | Yes (true) | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES C 2009 | ||||||||
| B | 222243852 | 70917RUS2 | 2009-03-16 | $31,057,669 | PARTIAL REFUND OF 1998 BONDS | Yes (true) | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES 2010 | ||||||||
| C | 222243852 | 70917RP33 | 2010-10-13 | $77,125,325 | COMPLETE REFUND OF 1998 BONDS | Yes (true) | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2011 | ||||||||
| D | 222243852 | 70917RS30 | 2011-03-02 | $150,994,928 | CONSTRUCTION/RENOVATION PROJECTS | Yes (true) | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $39,738,423 | $22,360,068 | $44,226,561 | $0 | $0 | $0 | $327,620 | $0 | $0 | $0 | $43,898,941 | $0 | 2002 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $26,925,151 | $14,206,041 | $31,057,669 | $0 | $0 | $0 | $224,995 | $0 | $0 | $0 | $30,832,674 | $0 | 1998 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $59,382,836 | $57,724,198 | $77,125,325 | $0 | $0 | $0 | $547,309 | $0 | $0 | $0 | $76,578,016 | $0 | 1998 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $143,374,467 | $145,747,621 | $151,000,014 | $0 | $0 | $0 | $815,635 | $0 | $0 | $150,184,379 | $0 | $0 | 2011 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||
| B | 0 | ||||||||
| C | 0 | ||||||||
| D | 0 | false | false | false | false | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS | FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES C 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $14,653,558 FOR PRESBYTERIAN MEDICAL CENTER AND $14,653,558 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2019. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), AND LANCASTER GENERAL HOSPITAL (EIN 23-1365353), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $3,145,080 FOR PRESBYTERIAN MEDICAL CENTER, $37,258,594 FOR PENNSYLVANIA HOSPITAL OF UPHS, AND $178,168,088 FOR LANCASTER GENERAL HOSPITAL AS OF JUNE 30, 2019. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2015 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $65,644,240 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2019. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2014 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), AND TO CHESTER COUNTY HOSPITAL (EIN 23-0469150), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2014 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $4,000,000 FOR PENNSYLVANIA HOSPITAL OF UPHS, $15,000,000 FOR PRESBYTERIAN MEDICAL CENTER, AND $50,000,000 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2019. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2012 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $28,584,205 FOR PENNSYLVANIA HOSPITAL OF UPHS AND $21,438,131 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2019. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL OF UPHS WAS $15,483,147 AS OF JUNE 30, 2019. -------------------- |
| TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES | FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2011, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $5,086 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $4,462,061 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $2,970,323 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $27,570 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2014, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $164 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $1,508,681 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $5,576,709 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $160,338 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2017, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $2,633,741 IN TOTAL INVESTMENT EARNINGS. ------------------ |
| TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PRIVATE BUSINESS USE PERCENTAGES | FORM 990, SCHEDULE K, PART III FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2018, SERIES A 2017, SERIES A 2011, UPHS SERIES A 2017, UPHS SERIES C 2016, UPHS SERIES A&B 2016 (NEW-MONEY PORTION ONLY), UPHS SERIES 2015 (NEW-MONEY PORTION ONLY), UPHS SERIES A 2014, UPHS SERIES A 2012, AND UPHS SERIES A 2008, THE UNIVERSITY HAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME.AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND PROCEEDS ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5. ------------------ |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015 | ||||||||
| A | 222243852 | 70917SPV9 | 2015-04-16 | $423,474,654 | REFUND2005A,C;2009A,B,C;2010;2011A | false | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016 | ||||||||
| B | 222243852 | 70917SWG4 | 2016-04-28 | $187,067,793 | ADVANCE REFUNDING OF MULT. BONDS | false | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2017 | ||||||||
| C | 222243852 | 70917SDS9 | 2017-01-19 | $200,857,522 | RENOVATIONS OF VARIOUS BLDGS | false | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2018 | ||||||||
| D | 222243852 | 70917S4A8 | 2018-10-17 | $200,829,171 | VARIOUS CAPITAL PROJECTS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $32,407,940 | $0 | $427,936,715 | $0 | $0 | $221,918,630 | $0 | $0 | $0 | $0 | $206,018,085 | $0 | 2015 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $5,285,691 | $0 | $190,038,116 | $0 | $0 | $167,897,948 | $1,203,670 | $0 | $0 | $0 | $20,936,498 | $0 | 2016 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $2,716,829 | $0 | $200,857,522 | $0 | $0 | $0 | $857,522 | $0 | $0 | $0 | $200,000,000 | $0 | 2017 | false | false | Yes (true) | Yes (true) |
| D | $718,078 | $0 | $200,829,171 | $0 | $0 | $0 | $829,171 | $0 | $0 | $0 | $200,000,000 | $0 | 2018 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00001 | 0.00022 | 0.00023 | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | 0.00134 | 0.00529 | 0.00663 | false | false | false | Yes (true) | |
| C | false | false | false | false | 0 | false | false | false | Yes (true) | |||
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| WASHINGTON COUNTY AUTHORITY - SERIES OF 2004 | ||||||||
| A | 222243852 | 938591BF0 | 2004-05-27 | $62,500,000 | REDEEM 1985 BONDS | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2008 | ||||||||
| B | 222243852 | 70917RPY5 | 2008-04-16 | $105,805,000 | REFUND PHX 2002; CAPITAL PROJECT | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2012 | ||||||||
| C | 222243852 | 70917R5B7 | 2012-05-02 | $149,995,567 | EXPANSION/FACILITY ENHANCEMENT | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2014 | ||||||||
| D | 222243852 | XXXXXXXXX | 2014-06-12 | $100,000,000 | VARIOUS CAPITAL PROJECTS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $11,300,000 | $0 | $62,500,000 | $0 | $0 | $0 | $465,649 | $0 | $0 | $0 | $62,034,351 | $0 | 2004 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $35,810,000 | $0 | $105,805,000 | $0 | $0 | $0 | $786,485 | $79,656 | $0 | $81,538,099 | $23,400,760 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $5,364,666 | $0 | $150,023,137 | $0 | $0 | $0 | $1,006,804 | $0 | $0 | $0 | $149,016,333 | $0 | 2013 | false | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $100,000,164 | $0 | $0 | $0 | $400,175 | $0 | $0 | $0 | $99,599,989 | $0 | 2014 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | ||||||||
| B | 0 | false | false | false | false | false | false | false | Yes (true) |
| C | 0 | false | false | false | false | false | false | false | Yes (true) |
| D | 0 | false | false | false | false | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES 2015 | ||||||||
| A | 222243852 | 70917SSJ3 | 2015-07-19 | $398,010,258 | ADV/CUR REFUND; VAR CAP PROJECTS | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES AB 2016 | ||||||||
| B | 222243852 | 514045M75 | 2016-04-07 | $346,410,442 | ADV. REFUND; VARIOUS CAP. PROJECTS | false | false | false |
| PA HIGHER ED FACILITIES-UPHS SERIES C 2016 | ||||||||
| C | 222243852 | 70917SYU1 | 2017-01-17 | $151,191,978 | ADV. REFUNDING OF UPHS 2011A | false | false | false |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2017 | ||||||||
| D | 222243852 | 709175587 | 2017-12-31 | $443,182,248 | BUILDING AND STRUCTURES | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Refunding Tax Exempt BondsRefundingTaxExemptBondsInd | Refunding Taxable BondsRefundingTaxableBondsInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $96,369,658 | $0 | $399,518,939 | $0 | $0 | $0 | $2,275,487 | $0 | $0 | $150,000,000 | $247,243,452 | $0 | 2015 | Yes (true) | Yes (true) | Yes (true) | Yes (true) |
| B | $22,565,532 | $0 | $351,987,151 | $0 | $0 | $139,563,487 | $2,769,452 | $0 | $0 | $147,000,000 | $62,654,212 | $0 | 2018 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $4,351,801 | $0 | $151,352,316 | $0 | $0 | $135,373,742 | $1,186,723 | $0 | $0 | $0 | $14,791,851 | $0 | 2016 | false | Yes (true) | Yes (true) | Yes (true) |
| D | $2,568,521 | $0 | $445,815,989 | $0 | $0 | $0 | $2,341,079 | $0 | $0 | $301,867,554 | $141,607,356 | $0 | 2018 | false | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | Yes (true) | Yes (true) | Yes (true) | Yes (true) | 0.00214 | 0.00015 | 0.00229 | false | false | false | Yes (true) |
| B | false | Yes (true) | false | false | 0.00021 | 0.00000 | 0.00022 | false | false | false | Yes (true) | ||
| C | false | false | false | false | 0 | false | false | false | Yes (true) | ||||
| D | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Exception To RebateExceptionToRebateInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DR AMY GUTMANN | |||||||
| PRESIDENT | RETENTION/RECRUITMNT | Yes (X) | $1,250,000 | $250,000 | false | Yes (true) | Yes (true) |
| GEOFFREY M GARRETT | |||||||
| DEAN | RETENTION/RECRUITMNT | Yes (X) | $150,000 | $62,500 | false | Yes (true) | Yes (true) |
| PAM GROSSMAN | |||||||
| DEAN | RETENTION/RECRUITMNT | Yes (X) | $150,000 | $71,667 | false | Yes (true) | Yes (true) |
| R VIJAY KUMAR | |||||||
| DEAN | RETENTION/RECRUITMNT | Yes (X) | $500,000 | $500,000 | false | Yes (true) | Yes (true) |
| ANTONIA M VILLARUEL | |||||||
| DEAN | RETENTION/RECRUITMNT | Yes (X) | $150,000 | $66,071 | false | Yes (true) | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $950,238 | TotalBalanceDueAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE L, PART III | GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF THE UNIVERSITY MAY RECEIVE TUITION ASSISTANCE FROM THE ORGANIZATION. THE AMOUNT OF SUCH ASSISTANCE HAS BEEN ACCOUNTED FOR AS A COMPONENT OF OVERALL COMPENSATION REPORTED FOR EACH APPLICABLE OFFICER/KEY EMPLOYEE ON FORM 990, PART VII. AS A RESULT, PURSUANT TO THE FORM 990, SCHEDULE L INSTRUCTIONS, SUCH AMOUNTS HAVE NOT BEEN ALSO REPORTED ON SCHEDULE L, PART III. -------------------- |
| SCHEDULE L, PART IV | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. FOR THE YEAR ENDED JUNE 30, 2019, NO TRANSACTIONS WERE IDENTIFIED THAT WERE REQUIRED TO BE DISCLOSED ON FORM 990, SCHEDULE L, PART IV. -------------------- |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 22 | ContributionCnt |
| Noncash Contributions Rpt F990 | $145,233 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp |
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $4,828,984 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp |
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 670 | ContributionCnt |
| Noncash Contributions Rpt F990 | $12,154,401 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DONATED EQUIPMENT | 14 | $741,105 | FAIR MARKET VALUE |
| Yes (X) | OTHER GIFTS IN KIND | 85 | $184,391 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M,PART I, LINE 32B | FormAndLineReferenceDesc |
| Explanation | UTILIZATION OF THIRD PARTIES FOR SALES IN RARE INSTANCES WHERE NON-RARE, DUPLICATE, DONATIONS OF ART, HISTORICAL ASSETS OR OTHER SIMILAR ASSETS ARE RECEIVED, SUCH ITEMS MAY BE SENT TO A NON-PROFIT VENDOR FOR RESALE. THE UNIVERSITY THEN RECEIVES A PORTION OF THE SALES PRICE. THIS ACTIVITY TYPICALLY GENERATES LESS THAN $2,000 PER YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS- ACADEMIC COMPONENT THE UNIVERSITY OF PENNSYLVANIA ("PENN"UNIVERSITY") IS ONE OF THE OLDEST UNIVERSITIES IN THE UNITED STATES. IT TRACES ITS ORIGINS BACK TO A CHARITY SCHOOL FOUNDED IN 1740, WAS CHARTERED AS A COLLEGE IN 1755, AND ON MAY 17, 1757, HELD ITS FIRST COMMENCEMENT, GRADUATING A CLASS OF SEVEN STUDENTS. FROM THESE EARLY AND MODEST BEGINNINGS, PENN HAS GROWN INTO ONE OF THE LEADING RESEARCH AND EDUCATIONAL INSTITUTIONS IN THE UNITED STATES AND IN THE WORLD. PUBLIC SERVICE IS A TOP INSTITUTIONAL PRIORITY FOR PENN. AS SUCH, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY IN PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. THE UNIVERSITY IS HOME TO THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY, THE INSTITUTE FOR CONTEMPORARY ART, AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, ALL OF WHICH CONTRIBUTE VITALLY TO ENRICHING THE CULTURAL LIFE OF PHILADELPHIA. IN ADDITION, THE UNIVERSITY IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS ITS HOME. I. EDUCATION PENNS FIRM BELIEF THAT EXCELLENCE AND DIVERSITY GO HAND-IN-HAND IS EVIDENCED BY FY 2019S CONCOMITANT INCREASES IN ADMISSIONS SELECTIVITY AND CAMPUS MULTICULTURALISM. OF 44,961 STUDENTS WHO APPLIED, ONLY 3,446, OR 7.7 PERCENT, WERE OFFERED ADMISSION INTO THE CLASS OF 2023. FIFTY-THREE PERCENT OF THE CLASS IS FEMALE, AND 47 PERCENT IS MALE. THIS EXCEPTIONAL CLASS HAS, AT THE SAME TIME, CONTRIBUTED TO PENNS ONGOING GROWTH IN DIVERSITY: AMONG UNITED STATES CITIZENS AND PERMANENT RESIDENTS AT PENN, 53 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR, UP FROM 43 PERCENT THE YEAR BEFORE. THIRTEEN PERCENT OF STUDENTS IDENTIFY AS FIRST-GENERATION COLLEGE STUDENTS. OF THE INTERNATIONAL STUDENTS ENROLLED IN THE CLASS OF 2023, 7 PERCENT WERE FROM AFRICA AND THE MIDDLE EAST, 46 PERCENT FROM ASIA, 4 PERCENT FROM AUSTRALIA AND THE PACIFIC, 15 PERCENT FROM CANADA AND MEXICO, 8 PERCENT FROM CENTRAL AND SOUTH AMERICA AND THE CARIBBEAN AND 19 PERCENT FROM EUROPE. THIS PROGRESS CAN BE DIRECTLY ATTRIBUTED TO THE UNIVERSITYS CONTINUED COMMITMENT TO INCREASING ACCESS THROUGH GRANT-BASED AID PACKAGES THAT MEET THE FULL FINANCIAL NEED OF UNDERGRADUATES, EXPANDING THE PENN WORLD SCHOLARS PROGRAM, AND STRENGTHENING GRADUATE AND PROFESSIONAL FINANCIAL AID AND SUPPORT, SUCH AS THROUGH THE NEW WELLNESS AT PENN AND OFFICE FOR PENN FIRST PLUS STUDENTS. PENN IS THE NATIONS LARGEST UNIVERSITY WITH A PROGRAM THAT ENABLES FACULTY/STAFF, DEPENDENT UNDERGRADUATES ELIGIBLE FOR AID TO RECEIVE GRANT-BASED FINANCIAL AID PACKAGES FOR EIGHT ACADEMIC SEMESTERS. PENNS AID PROGRAM DEMONSTRATES THE UNIVERSITYS COMMITMENT TO INCREASE ACCESS FOR QUALIFIED STUDENTS FROM ALL ECONOMIC BACKGROUNDS. IN FY 2019, THE AVERAGE FRESHMAN AID PACKAGE WAS $54,314, AN INCREASE OF 5 PERCENT OVER THE PREVIOUS YEAR AND 74 PERCENT OVER THE AVERAGE AID PACKAGE OF $29,752 IN FY 2008, WHEN THE GRANT-BASED FINANCIAL AID POLICY WAS ANNOUNCED. RANKED NO. 6 AMONG ALL NATIONAL UNIVERSITIES BY U.S. NEWS & WORLD REPORT, PENN IS CONSISTENTLY RECOGNIZED FOR HAVING SOME OF THE TOP ACADEMIC PROGRAMS IN THE COUNTRY. PENNS UNDERGRADUATE BUSINESS PROGRAM IS RANKED NO. 1 NATIONALLY, WHILE PENNS MEDICAL SCHOOL AND GRADUATE PROGRAMS IN BUSINESS AND NURSING ARE CONSISTENTLY RANKED IN THE TOP SIX NATIONWIDE. THE PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA HAS BEEN RANKED AMONG THE TOP MEDICAL SCHOOLS IN THE UNITED STATES FOR THE PAST 20 YEARS, ACCORDING TO U.S. NEWS & WORLD REPORTS SURVEY OF RESEARCH-ORIENTED MEDICAL SCHOOLS. IN FY 2019, PENN RECEIVED $582 MILLION IN FUNDING FROM THE NATIONAL INSTITUTES OF HEALTH (NIH). OF THE $582 MILLION, THE PERELMAN SCHOOL OF MEDICINE RECEIVED $494 MILLION. THE SCHOOL IS CONSISTENTLY AMONG THE NATIONS TOP RECIPIENTS OF FUNDING FROM NIH. II. RESEARCH WITH MORE THAN $1 BILLION IN ANNUAL R&D EXPENDITURES, PENN IS ONE OF THE NATIONS TOP RESEARCH UNIVERSITIES, NOT ONLY GENERATING IMPORTANT NEW KNOWLEDGE IN THE FIELDS OF MEDICINE, TECHNOLOGY, BUSINESS, SCIENCE, AND BEYOND, BUT APPLYING THIS KNOWLEDGE TO IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES AT HOME AND AROUND THE WORLD. REUTERS EVEN NAMED PENN AMONG THE TOP FOUR "WORLD'S MOST INNOVATIVE UNIVERSITIES." PENN HAS LONG BEEN A CRADLE OF INGENUITY DEDICATED TO SERVING THE PUBLIC GOOD. THE PENNOVATION CENTER, THE FLAGSHIP FACILITY OF THE PENNOVATION WORKS, LEVERAGES THIS LEGACY BY CREATING AN ENVIRONMENT THAT NURTURES NOVEL IDEAS AND ACCELERATES THEIR EVOLUTION INTO NEW TECHNOLOGIES, THERAPIES, PRODUCTS, AND, ULTIMATELY, COMPANIES THAT WILL CHANGE THE WORLD. IT WAS AUGUST 30, 2017, WHEN PENN SECURED FDA APPROVAL FOR THE FIRST-EVER GENE THERAPY TREATMENT FOR CANCER. JUST MONTHS LATER, THE FDA WOULD ALSO APPROVE THE FIRST GENE THERAPY FOR CONGENITAL BLINDNESS, A NOVEL TREATMENT FOR INHERITED BRCA BREAST CANCER, AND, MOST RECENTLY, A CAR T-CELL THERAPY TO TREAT LARGE B-CELL LYMPHOMA - ALL FOUR APPROVALS BASED ON RESEARCH BY PENN SCIENTISTS AND PHYSICIANS MAKING A MAJOR MILESTONE IN THE HISTORY OF CANCER RESEARCH. MOREOVER, IN NOVEMBER 2019, BENJAMIN GOBRECHT ARRIVED AS THE SECOND BABY IN THE NATION TO BE BORN FOLLOWING TRANSPLANTATION OF A UTERUS FROM A DECEASED DONOR. HE WAS THE FIRST BABY BORN AS PART OF A PENN TRIAL LAUNCHED IN 2017 TO HELP WOMEN WITH UTERINE FACTOR INFERTILITY. ONE MEASURE OF EXCELLENCE FOR THE RESEARCH AND ACADEMIC STUDIES CONDUCTED AT PENN IS THE NUMEROUS PRESTIGIOUS AWARDS THAT HAVE BEEN CONFERRED ON PENN FACULTY. THE FACULTY, ACTIVE AND EMERITI, INCLUDES 91 MEMBERS OF THE AMERICAN ACADEMY OF ARTS AND SCIENCES, 110 MEMBERS OF THE NATIONAL ACADEMY OF MEDICINE, 43 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES, 31 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 177 GUGGENHEIM FELLOWS, AND 16 MEMBERS OF THE NATIONAL ACADEMY OF ENGINEERING. TEN MACARTHUR AWARD RECIPIENTS, ONE NATIONAL MEDAL OF SCIENCE RECIPIENT, ONE NOBEL PRIZE RECIPIENT, AND FOUR PULITZER PRIZE RECIPIENTS CALL PENN HOME. PENNS RENOWNED RESEARCH COMMUNITY COMPRISES 190 RESEARCH CENTERS AND INSTITUTES, 4,316 FACULTY, MORE THAN 1,333 POSTDOCTORAL FELLOWS, 6,899 ACADEMIC SUPPORT STAFF AND GRADUATE STUDENT TRAINEES, AND A RESEARCH BUDGET OF $1.05 BILLION. RESEARCH GRANTS WON BY PENN FACULTY MAKE IT ONE OF THE HIGHEST RANKED RESEARCH UNIVERSITIES IN THE COUNTRY. THE OCTOBER 2016 OPENING OF THE PENNOVATION CENTER AT THE PENNOVATION WORKS SITE STANDS AS A TESTAMENT TO THE VALUE PENN PLACES ON BIG IDEAS. IT IS A PLACE WHERE UNIVERSITY SCHOLARS, DOERS, AND PROBLEM-SOLVERS, INCLUDING THOSE FROM THE PENN ENGINEERING RESEARCH AND COLLABORATIVE HUB, ARE WORKING SIDE BY SIDE WITH IT, BIOTECHNOLOGY, AND ROBOTICS STARTUPS, FORTUNE 500 COMPANIES, AND A HOST OF TECHNOLOGISTS, RESEARCHERS, AND VENTURE CAPITALISTS TO EXPLORE AND PUSH NEW IDEAS INTO REALITY AND EXPAND THE FRONTIERS OF KNOWLEDGE. HTTPS://WWW.PENNOVATION.UPENN.EDU/ III. PUBLIC SERVICE MISSION COMMUNITY INFRASTRUCTURE PENN HAS CALLED WEST PHILADELPHIA HOME SINCE 1871, AND MAKES SERVING THE COMMUNITY A TOP INSTITUTIONAL PRIORITY. THE UNIVERSITY REMAINS STRONGLY COMMITTED TO MAKING WEST PHILADELPHIA AN EVER MORE VIBRANT PLACE TO LIVE AND WORK. 2019 MARKED THE 12TH YEAR OF ACHIEVEMENT FOR THE PENN CONNECTS and PENN CONNECTS 2.0 CAMPUS PLANS TO CREATE AN INNOVATIVE, SUSTAINABLE, AND BEAUTIFUL URBAN CAMPUS THAT REINVIGORATES THE ENTIRE COMMUNITY OF WEST PHILADELPHIA. HTTP://WWW.PENNCONNECTS.UPENN.EDU/ SINCE 2006, PENN HAS ADDED 27.25 ACRES OF NEW OPEN SPACE, 6 MILLION SQUARE FEET OF NEW CONSTRUCTION, AND 2.7 MILLION SQUARE FEET OF RENOVATION, REPRESENTING A TOTAL COMMITMENT OF PUBLIC AND PRIVATE INVESTMENT OF $3.8 BILLION. THE EASTERN SIDE OF UNIVERSITY CITY, ONCE DOMINATED BY THE UNITED STATES POST OFFICE'S SOUTHEASTERN PENNSYLVANIA HEADQUARTERS - A 24 ACRE MIX OF MAIL PROCESSING AND TRANSPORTATION FACILITIES HAS BEEN REVITALIZED BY PENNS STRATEGIC APPLICATION OF PUBLIC PRIVATE PARTNERSHIPS. MODERNIZING THIS LAND USE UNLOCKS ITS POTENTIAL FOR GENERATING ECONOMIC DEVELOPMENT; WHILE CONNECTING UNIVERSITY CITY TO PHILADELPHIAS CENTER CITY (CENTRAL BUSINESS DISTRICT) AND AROUND ITS TRANSPORTATION HUB AT 30TH AND MARKET STREETS (AMTRAKS STATION, SEPTAS COMBINATION OF PUBLIC RAIL AND BUS TRANSIT, AND INTERSTATE 76). THE ELEMENTS OF THE PLAN INCLUDED REPLACING THE POST OFFICES SURFACE PARKING LOT AND TRUCK DEPOT WITH THE UNIVERSITYS PENN PARK, A 14-ACRE OPEN SPACE AND MIX OF ATHLETIC FACILITIES THAT INTRODUCED BOTH A NEW GATEWAY TO UNIVERSITY CITY AND A NEW GREENWAY WITH ENVIRONMENTAL BENEFITS SUCH AS ADDING MORE THAN 500 NEW INDIGENOUS TREES AND PLANT LIFE AND CAPTURING AND REUSING STORM WATER TO MITIGATE RUNOFF INTO THE SCHUYLKILL RIVER. |
| FORM 990, PART III, LINE 4A (CONT.) | NORTH OF PENN PARK, IS CIRA CENTRE SOUTH. ONCE THE POST OFFICES TRUCK TERMINAL ANNEX, THE UNIVERSITY LEASED THE LAND TO BRANDYWINE REALTY TRUST WHO PRIVATELY DEVELOPED IT INTO A THREE STRUCTURE COMPLEX INCLUDING: EVO, AN 850-BED GRADUATE STUDENT AND YOUNG PROFESSIONAL APARTMENT BUILDING; CIRA GREEN, A MIXED-USE BUILDING INCLUDING A 1,662 SPACE PARKING GARAGE, 9,000 SQUARE FEET OF STREET LEVEL RETAIL BUSINESSES, AND A ONE-ACRE ROOFTOP GREEN AND OPEN SPACE; AND FMC TOWER, A 49-STORY, 730-FOOT SKYSCRAPER AND GLOBAL HEADQUARTERS OF THE SPECIALTY CHEMICAL COMPANY, FMC CORPORATION. THE UNIVERSITY IS LEASING back from Brandywine 125,000 SQUARE FEET FOR Penn ADMINISTRATIVE OFFICES. THE TOWERS UPPER MOST FLOORS CONTAIN 260 LUXURY HOTEL SUITES AND A CONFERENCE CENTER TARGETED TO PROFESSIONALS AND OPERATED BY A THIRD PARTY HOUSING SPECIALIST. THE STREET LEVEL LOBBY HOSTS A RESTAURANT. LEARN MORE ABOUT PENN CONNECTS INCLUDING PROJECT DETAILS AT HTTP://WWW.PENNCONNECTS.UPENN.EDU/ SOUTH OF PENN PARK, IS THE 23-ACRE PENNOVATION WORKS PROPERTY, ADJACENT TO PENNS CAMPUS; WHICH IS ANCHORED BY THE PENNOVATION CENTER, A 52,000 SQUARE FOOT BUSINESS INCUBATOR THAT PROVIDES LAB SPACE AND is A HUB FOR COLLABORATION AND THE EXCHANGE OF IDEAS FOR INNOVATORS FROM ALL DISCIPLINES. PENN RESEARCHERS AND ENTREPRENEURS WORK WITH INDUSTRY PARTNERS IN STATE-OF-THE-ART FACILITIES TO SOLVE REAL WORLD PROBLEMS AND TRANSLATE INVENTIVENESS INTO VIABLE VENTURES. BY GROUPING FACILITIES FOR INNOVATION AND TECHNOLOGICAL DEVELOPMENT, PENN ENVISIONS A MULTIFACETED WORKSHOP FOR HARNESSING AND COMMERCIALIZING THE TREMENDOUS CREATIVE POTENTIAL IN THE REGION. HTTPS://WWW.PENNOVATION.UPENN.EDU/ PENN FURTHER ADVANCES ITS COMMITMENT TO THE PROSPERITY OF THE COMMUNITY VIA ITS NEIGHBORHOOD INITIATIVES, A FIVE PART STRATEGY INCLUDING: 1) PURCHASING GOODS AND SERVICES FROM LOCAL BUSINESSES AND HIRING LOCAL RESIDENTS; 2) INCENTIVIZING FACULTY AND STAFF TO RELOCATE TO THE AREA VIA HOMEOWNERSHIP; 3) RETAIL DEVELOPMENT; 4) ENHANCED SAFETY AND SECURITY; AND 5) IMPROVED PUBLIC SCHOOLS. HTTP://WWW.EVP.UPENN.EDU/STRATEGIC-INITIATIVES/COMMUNITY-AND-ECONOMIC-DEVE LOPMENT.HTML ON THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEMS (UPHS) CAMPUS, CONSTRUCTION IS CURRENTLY UNDERWAY ON THE PAVILION A 1.5 MILLION SQUARE FOOT BUILDING HOUSING 500 PRIVATE PATIENT ROOMS AND 47 OPERATING ROOMS. THIS 17-STORY FACILITY IS LOCATED ACROSS THE STREET FROM THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA AND ADJACENT TO THE PERELMAN CENTER FOR ADVANCED MEDICINE, WHICH WAS ONCE THE PHILADELPHIA CIVIC CENTER. THIS STATE-OF-THE-ART BUILDING INCLUDES ADAPTABLE PATIENT ROOMS THAT CAN FLEX BETWEEN INTENSIVE CARE AND A STANDARD ROOM AS PATIENTS RECOVER. THE PAVILION WILL ALSO BENEFIT FROM ENHANCED TECHNOLOGY AND RESEARCH THAT WILL FACILITATE AND IMPROVE CARE TEAM COLLABORATION. ADDITIONALLY, THE BUILDING EMBODIES PENNS COMMITMENT TO THE ENVIRONMENT. THE PAVILION WAS DESIGNED TO BE ECO-FRIENDLY AND IS BEING CONSTRUCTED WITH INNOVATIONS LIKE THE RE-USE OF WATER, 100 PERCENT OUTSIDE AIR, AND PARK-LIKE, OUTDOOR GREEN SPACE FOR PATIENTS, FAMILIES, AND STAFF. THE STATE-OF-THE-ART PAVILION WILL BETTER ENABLE UPHS TO CONTINUE ITS LONG-STANDING TRADITION OF PROVIDING HIGH QUALITY HEALTH CARE TO ITS COMMUNITY. HTTPS://WWW.PENNMEDICINE.ORG/FOR-PATIENTS-AND-VISITORS/PENN-MEDICINE-LOCAT IONS/HOSPITAL-OF-THE-UNIVERSITY-OF-PENNSYLVANIA/NEW-HOSPITAL-PAVILION ECONOMIC IMPACT: EACH DAY PENN IS STRENGTHENING THE LOCAL ECONOMY BY CONTRIBUTING $10.8 BILLION, OR $30 MILLION PER DAY, TO THE CITY OF PHILADELPHIA ACCORDING TO THE 2015 UNIVERSITY OF PENNSYLVANIA ECONOMIC IMPACT REPORT. HTTP://WWW.EVP.UPENN.EDU/PDF/PENN_ECONOMIC_IMPACT_POWERING _PHL_PA.PDF IN FY 2019, PENN CONTINUED ITS FINANCIAL SUPPORT FOR THE UNIVERSITY CITY DISTRICT, WHICH WAS CREATED IN 1997 BY A COALITION OF 11 KEY INSTITUTIONS IN UNIVERSITY CITY. THIS INDEPENDENT NONPROFIT SPECIAL SERVICES DISTRICT PROVIDES SUPPLEMENTAL MUNICIPAL SERVICES FOR A 2.2 SQUARE-MILE AREA IN UNIVERSITY CITY THAT INCLUDES MORE THAN 50,000 RESIDENTS, 75,000 EMPLOYEES, AND 40,000 STUDENTS. THE ORGANIZATION FOCUSES ON CLEAN AND SAFE PROGRAMS WITH UNIFORMED AMBASSADORS PROVIDING PUBLIC SPACE MAINTENANCE AND SECURITY; ECONOMIC DEVELOPMENT AND NEIGHBORHOOD PLANNING; AND MARKETING. HTTP://WWW.EVP.UPENN.EDU/STRATEGIC-INITIATIVES/NEIGHBORHOOD-SERVICES.HTML SEE SCHEDULE H, PART VI FOR ADDITIONAL DETAILS REGARDING SOME OF THE VARIOUS COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE UNIVERSITY. ECONOMIC INCLUSION: PENN IS USING ITS CONSIDERABLE PURCHASING AND CONSTRUCTION CAPACITY, AS WELL AS ITS ACADEMIC EXPERTISE, TO ENCOURAGE LOCAL BUSINESS GROWTH AND TO EMPOWER DIVERSITY AND WOMEN BUSINESS OWNERS. IN PURCHASING SERVICES, THE FY 2019 RESULTS HAVE BEEN DRIVEN BY A NUMBER OF TARGETED PURCHASING SERVICES INITIATIVES DESIGNED TO EXPAND BUSINESS AND ECONOMIC OPPORTUNITIES AVAILABLE TO THOSE WHO LIVE, WORK, AND OWN BUSINESSES IN THE LOCAL COMMUNITY. IN FY 2019, PENN PURCHASED $111.8 MILLION IN PRODUCTS AND SERVICES FROM THE WEST PHILADELPHIA COMMUNITY BUSINESSES, WHILE SPENDING $138.7 MILLION FROM DIVERSITY AND WOMEN OWNED SUPPLIERS. HTTPS://CMS.BUSINESS-SERVICES.UPENN.EDU/PURCHASING/ECONOMIC-INCLUSION/BY-T HE-NUMBERS.HTML SUSTAINABILITY: IN 2007, PENN PRESIDENT AMY GUTMANN SIGNED THE AMERICAN COLLEGE AND UNIVERSITY PRESIDENTS CLIMATE COMMITMENT (ACUPCC). THIS PLEDGE COMMITTED PENN TO DEVELOPING PLANS FOR SIGNIFICANT REDUCTIONS OF EMISSIONS OF CLIMATE-ALTERING GREENHOUSE GASSES. HTTPS://WWW.SUSTAINABILITY.UPENN.EDU/ PENNS INITIAL CLIMATE ACTION PLAN, LAUNCHED IN 2009 AND IS REISSUED EVERY FIVE YEARS. IN OCTOBER OF 2019 PENN SUSTAINABILITY ISSUED THE THIRD ITERATION OF THE PLAN TITLED THE CLIMATE AND SUSTAINABILITY ACTION PLAN 3.0 (CSAP 3.0). THE CSAP 3.0 DESCRIBES THE PROGRESS MADE TOWARDS THE CSAP 2.0 GOALS AND SETS NEW, CHALLENGING GOALS FROM MITIGATING CLIMATE IMPACTS, ADAPTING TO EMERGING ENVIRONMENTAL CONDITIONS, AND PREPARING OUR UNIVERSITY AND STUDENTS TO LEAD IN A RAPIDLY EVOLVING WORLD. BUILDING ON THE ACCOMPLISHMENTS OF GOALS OUTLINED IN THE 2009 TO 2014 PLANS, THE GOALS SET FORTH IN THE CSAP 3.0 WILL TEST THE INGENUITY OF THE CAMPUS COMMUNITY AS WE CONTINUE TO PRIORITIZE ENVIRONMENTAL HEALTH AND RESILIENCY. THE CSAP 3.0 IS ORGANIZED AROUND SEVEN INITIATIVES, EACH DEVELOPED BY AN ENVIRONMENTAL SUSTAINABILITY ADVISORY COMMITTEE (ESAC) SUBCOMMITTEE. BELOW ARE CAMPUS SUSTAINABILITY ACHIEVEMENTS AND CSAP 3.0 HIGHLIGHTS. ACADEMICS: ACHIEVEMENTS: 400 SUSTAINABILITY RELATED COURSES ARE CURRENTLY OFFERED ACROSS VARIOUS SCHOOLS SINCE 2014, 14 NEW ACADEMIC PROGRAMS HAVE BEEN INTRODUCED ACROSS SIX SCHOOLS SINCE 2009, AND THERE ARE EIGHT NEW CENTERS THAT FOCUS ON SUSTAINABILITY THAT HAVE BEEN ESTABLISHED ACROSS FIVE SCHOOLS SINCE 2014. GOALS: SUPPORT CROSS-DISCIPLINARY RESEARCH AND COORDINATION OF WORK BETWEEN SCHOOLS AND ACADEMIC CENTERS, IMPROVE CLIMATE LITERACY OF PENN STUDENTS, SUPPORT THE CITYS REGIONAL SUSTAINABILITY OBJECTIVES, PROVIDE PROFESSIONAL DEVELOPMENT OPPORTUNITIES TO STUDENTS, AND IMPROVE OPPORTUNITIES FOR A COHESIVE SUSTAINABILITY EDUCATION AT PENN. UTILITIES AND OPERATIONS: ACHIEVEMENTS: 30% NET REDUCTION OF BUILDING-RELATED EMISSIONS IN FY 2019 WHEN COMPARED TO FY 2014 AND 22% REDUCTION IN NET TOTAL CAMPUS EMISSIONS IN FY 2019 WHEN COMPARED TO FY 2014. GOALS: REDUCE PENNS BUILDING-RELATED CARBON EMISSIONS BY 40% BY 2024, USING 2009 AS THE BASELINE YEAR. PHYSICAL ENVIRONMENT: ACHIEVEMENTS: 34 GREEN ROOFS ON CAMPUS; 25+ LEED DESIGNED BUILDINGS; AND 28% OF CAMPUS IS UNPAVED AREA, COMPRISED OF GARDENS, LAWNS, AND PERVIOUS PAVING. GOALS: UPDATE CAMPUS DESIGN AND MANAGEMENT STANDARDS AND INTEGRATE OCCUPANT HEALTH AND WELLNESS INTO PENNS BUILDING STANDARDS; IMPROVE PENNS LANDSCAPE ECOLOGY PRACTICES AS WELL AS WATER USE AND MANAGEMENT ON CAMPUS; AND IMPROVE EDUCATION AROUND PENNS PLANNING AND PREPAREDNESS, RESILIENCY, AND ADAPTATION TO CLIMATE CHANGE. WASTE MINIMIZATION AND RECYCLING: ACHIEVEMENTS: 80% REDUCTION IN LANDFILL WASTE DUE TO USE OF WASTE-TO-ENERGY INCINERATION, 28% TOTAL WASTE DIVERSION RATE, 65 TONS OF MATERIAL COLLECTED AS PART OF PENNMOVES FY 2019, AND 15 TONS OF ELECTRONIC WASTE COLLECTED ACROSS CAMPUS DURING PENNS RETHINK YOUR FOOTPRINT AND POWER DOWN CAMPAIGNS. GOALS: INCREASE PENNS OVERALL WASTE DIVERSION, MINIMIZE WASTE SENT TO LANDFILL, AND SUPPORT REGIONAL WASTE GOALS. PURCHASING: ACHIEVEMENTS: 500+ ITEMS, SINCE 2014, HAVE BEEN REPURPOSED THROUGH THE ONLINE EXCHANGE PROGRAM, BENS ATTIC; 6.9 MILLION SHEETS OF PAPER HAVE BEEN MOVED TO A MORE SUSTAINABLE SOURCE SAVING 828 TREES; AND 3,912 TONER CARTRIDGES HAVE BEEN DIVERTED FROM THE LANDFILL, SAVING 2,934 GALLONS OF OIL AND AVERTING 10,953.6 KG OF CO2. GOALS: INCREASE PROCUREMENT OF SUSTAINABLE FOOD PRODUCTS; ENCOURAGE PURCHASING OF LOW- OR ZERO- EMISSION VEHICLES; EVALUATE MECHANISMS TO EFFECT PENNS EMISSIONS FROM AIR TRAVEL; AND EXPAND SUSTAINABLE OFFICE EQUIPMENT PURCHASES, OPTIONS, STANDARDS, AND TECHNOLOGY. |
| FORM 990, PART III, LINE 4A (CONT.) | TRANSPORTATION: ACHIEVEMENTS: 316 STAFF HAVE PARTICIPATED IN THE BIKE COMMUTER EXPENSE REIMBURSEMENT PROGRAM SINCE INCEPTION, 1,000 NEW AND UPDATED BIKE PARKING SPACES ADDED TO CAMPUS BIKE CORRALS SINCE FY 2014, AND 3,707 PARTICIPANTS IN THE SUSTAINABLE TRANSPORTATION INITIATIVE IN FY 2018, THE HIGHEST YEAR ON RECORD. GOALS: CREATE A CAMPUS SUPPORTED BY AN EFFICIENT, EASY-TO-ACCESS, INTEGRATED MULTI-MODAL TRANSPORTATION SYSTEM; ENABLE AN ACCESSIBLE AND SAFE CAMPUS FOR BICYCLISTS AND PEDESTRIANS; AND IMPROVE ENERGY EFFICIENCY OF PARKING AND TRANSPORTATION EQUIPMENT AND FACILITIES. OUTREACH AND ENGAGEMENT: ACHIEVEMENTS: 16 NEW GREEN FUND PROJECTS FROM DIVERSE PENN STAKEHOLDERS FUNDED SINCE 2014, 130 PARTICIPANTS IN THE STAFF AND FACULTY ECO-REPS PEER EDUCATION PROGRAM, 2,042 TREES GIVEN AWAY SINCE 2011, AND $1.24 MILLION DISTRIBUTED FROM THE GREEN FUND HAVE SUPPORTED IDEAS SINCE 2009. GOALS: EXPAND AND STRENGTHEN EXISTING OUTREACH PROGRAMS AND ENGAGE PENNS LEADERSHIP TO SERVE AS SUSTAINABILITY CHANGE AGENTS. THIS PROGRESS MADE SINCE THE INITIAL 2009 ACTION PLAN IS A TESTAMENT TO THE COMMITMENT OF STAKEHOLDERS ACROSS CAMPUS TO LIVE UP TO THE STANDARDS FOR ENVIRONMENTAL EXCELLENCE. A DOWNLOADABLE AND PRINTABLE COPY OF THE PENN CLIMATE AND SUSTAINABILITY ACTION PLAN 3.0 IS AVAILABLE ON THE PENN SUSTAINABILITY WEBSITE. HTTPS://WWW.SUSTAINABILITY.UPENN.EDU/ NEIGHBORHOOD AND CIVIC ENGAGEMENT THE UNIVERSITY ENCOURAGES ITS STUDENTS, FACULTY, STAFF, AND ALUMNI TO PARTICIPATE IN THE EXTENSIVE OUTREACH THAT HELPS COMMUNITY MEMBERS LEAD HEALTHY, GAINFUL LIVES. IN FY 2019, PENNS NETTER CENTER FOR COMMUNITY PARTNERSHIPS INVOLVED APPROXIMATELY 1,700 PENN STUDENTS THROUGH 74 ACADEMICALLY-BASED COMMUNITY SERVICE COURSES, MORE THAN 300 STUDENTS THROUGH FEDERAL WORK-STUDY POSITIONS AND INTERNSHIPS, AND OVER 500 STUDENT VOLUNTEERS, ALL IN SERVICE TO THE COMMUNITY. THE NETTER CENTERS UNIVERSITY-ASSISTED COMMUNITY SCHOOL PROGRAMS, WHICH FOCUS ON STUDENTS AND THEIR FAMILIES IN NINE PUBLIC SCHOOLS IN WEST PHILADELPHIA, AND HAVE BEEN CREDITED WITH VISIBLE IMPROVEMENTS IN ACADEMIC PERFORMANCE, ATTENDANCE, AND STUDENT AND PARENTAL INVOLVEMENT. IN TOTAL, AN ESTIMATED 13,000 UNIVERSITY STUDENTS, FACULTY AND STAFF PARTICIPATE IN MORE THAN 300 PENN VOLUNTEER AND COMMUNITY SERVICE PROGRAMS. HTTPS://WWW.NETTERCENTER.UPENN.EDU/ ONE CRITICAL INITIATIVE THAT THE NETTER CENTER HELPS SUPPORT IS THE DR. BERNETT L. JOHNSON, JR. SAYRE HEALTH CENTER, A FEDERALLY QUALIFIED PROGRAM OFFERING COMPREHENSIVE HEALTH-CARE SERVICES TO THE WEST PHILADELPHIA COMMUNITY AND HEALTH SERVICES EDUCATION. ESTABLISHED IN 2006, THE HEALTH CENTER GREW OUT OF A SAYRE-PENN PARTNERSHIP THAT BEGAN IN 1996 AT SAYRE HIGH SCHOOL, A PUBLIC SCHOOL IN WEST PHILADELPHIA THAT ENROLLS PREDOMINATELY LOW-INCOME AFRICAN-AMERICAN STUDENTS. PENN MEDICINE PHYSICIANS AND PENN STUDENTS FROM THE SCHOOLS OF MEDICINE, NURSING, SOCIAL POLICY AND PRACTICE, AND DENTISTRY, SUPPORT THE CLINICAL MISSION OF THE HEALTH CENTER. ALONG WITH STUDENTS FROM THE SCHOOL OF ARTS AND SCIENCES, THEY WORK WITH THE HEALTH CENTER STAFF AS EDUCATIONAL MENTORS, TEACHING SAYRE STUDENTS SCIENCE AND HEALTH TOPICS WITH A GOAL OF RECRUITING MORE MINORITIES TO THE MEDICAL FIELD. AS A UNIVERSITY-ASSISTED COMMUNITY SCHOOL, SAYRE ALSO OFFERS AFTER-SCHOOL PROGRAMS, PEER HEALTH EDUCATION, AND HEALTH EDUCATION AND FITNESS ACTIVITIES TO ALL MEMBERS OF THE COMMUNITY. THE AGATSTON URBAN NUTRITION INITIATIVE (AUNI), A KEY COMPONENT OF THE NETTER CENTERS UNIVERSITY-ASSISTED COMMUNITY SCHOOLS PROGRAM WORKS TO IMPROVE COMMUNITY NUTRITION AND HEALTH BY DEVELOPING AND IMPLEMENTING A COMPREHENSIVE SET OF ACTIVITIES IN TARGETED NEIGHBORHOODS. AUNI SPECIFICALLY TARGETS OBESITY, POOR NUTRITION, AND RELATED DISEASES SUCH AS DIABETES. IN FY 2019, AUNI DELIVERED NUTRITION EDUCATION TO CHILDREN AND YOUTH IN 16 SCHOOLS, AS WELL AS PROVIDED NUTRITION LESSONS, PHYSICAL ACTIVITY, AND HANDS-ON COOKING WORKSHOPS IN 22 COMMUNITY SITES FOR ADULT COMMUNITY MEMBERS. YOUNG QUAKERS COMMUNITY ATHLETICS (YQCA), A COLLABORATION BETWEEN THE NETTER CENTER AND PENN ATHLETICS, CREATES MUTUALLY BENEFICIAL PARTNERSHIPS BETWEEN PENN INTERCOLLEGIATE ATHLETIC TEAMS AND WEST PHILADELPHIA PUBLIC SCHOOLS. IN FY 2019, YQCA ENGAGED APPROXIMATELY 122 BIG QUAKERS FROM PENN MENS AND WOMENS LACROSSE AND TRACK AND FIELD AND APPROXIMATELY 196 YOUNG QUAKERS IN GRADES 4-8 FROM FOUR WEST PHILADELPHIA UNIVERSITY-ASSISTED COMMUNITY SCHOOLS. ANOTHER ONE OF THE NETTER CENTERS OUTREACH INITIATIVES IS PENN VIPS (VOLUNTEERS IN PUBLIC SERVICE). WORK UNDERTAKEN BY THIS STAFF AND FACULTY VOLUNTEER GROUP RESULTS EACH YEAR IN: SIX NON-TUITION COLLEGE SCHOLARSHIPS AWARDED TO WEST PHILADELPHIA STUDENTS; THE ADOPTION OF 55-60 LOCAL FAMILIES FOR CHRISTMAS; DONATION OF OVER 1,200 GIFTS AND TOYS, 100 WINTER COATS, AND 600 NON-PERISHABLE FOOD ITEMS DURING THE HOLIDAYS, AS WELL AS SCHOOL SUPPLIES FOR APPROXIMATELY A DOZEN LOCAL SCHOOLS AND ORGANIZATIONS. THROUGH PENN VIPS, PENN VOLUNTEERS ALSO MENTOR LOCAL MIDDLE SCHOOL CHILDREN TO PROVIDE EXPOSURE TO COLLEGE CAMPUSES, EXPLORE THE IMPORTANCE OF AN EDUCATION, AND TO HELP STUDENTS GAIN EXPOSURE TO A VARIETY OF CAREERS. PENN VIPS WORKS UNIVERSITY-WIDE TO SHARE UNIVERSITY EXCESS LIKE OFFICE SUPPLIES, FURNITURE, COMPUTERS, WITH NEIGHBORHOOD GROUPS AND LOCAL AGENCIES. PENN VIPS ALSO WORKS IN PARTNERSHIP WITH PENNS AFRICAN AMERICAN RESOURCE CENTER AND THE PHILADELPHIA HIGHER EDUCATION NETWORK FOR NEIGHBORHOOD DEVELOPMENT (PHENND, HOUSED AT THE NETTER CENTER) TO EXAMINE THE ROLE COLLEGES AND UNIVERSITIES PLAY IN ADDRESSING REAL WORLD ISSUES LIKE EDUCATION AND POVERTY. HTTPS://WWW.NETTERCENTER.UPENN.EDU/PENN-VIPS HTTPS://WWW.PHENND.ORG ANOTHER PENN HUB FOR COMMUNITY SERVICE AND SOCIAL ADVOCACY WORK, THE CIVIC HOUSE OVERSEES A VARIETY OF PROGRAMS. THE PENNCORP PRE-ORIENTATION PROGRAM INTRODUCES 40 INCOMING STUDENTS TO CIVIC ENGAGEMENT OPPORTUNITIES IN LOCAL COMMUNITIES. THE WEST PHILADELPHIA TUTORING PROJECT, SOME 300 PENN STUDENTS MENTOR LOCAL K-12 SCHOOL YOUTH ON AN INDIVIDUAL BASIS, AND THROUGH ITS COMMUNITY ENGAGEMENT INTERNSHIP PROGRAM, STUDENTS WORK YEAR-ROUND WITH COMMUNITY PARTNER ORGANIZATIONS ON A VARIETY OF INITIATIVES. IN ADDITION TO VOLUNTEERING LOCALLY, 18 OF THE 50 STUDENTS INVOLVED IN CIVIC HOUSE'S CIVIC SCHOLARS PROGRAM PARTICIPATED IN PUBLIC INTEREST INTERNSHIPS OVER THE SUMMER. THE PENN ALTERNATIVE BREAKS PROGRAM SENT 60 STUDENTS TO LEARN ABOUT AND ASSIST COMMUNITY PARTNERS ACROSS THE COUNTRY. ALSO THROUGH SEVERAL DOZEN OTHER STUDENT-LED ORGANIZATIONS COMPRISED OF SOME 1,500 VOLUNTEERS, PENN STUDENTS WORK ON A RANGE OF OTHER ISSUES IN PHILADELPHIA AND THROUGHOUT THE REGION. HTTP://WWW.VPUL.UPENN.EDU/CIVICHOUSE/PENNCORP HTTP://UPENNWPTP.WEEBLY.COM/ HTTPS://WWW.VPUL.UPENN.EDU/CIVICHOUSE/ALTERNATESPRINGBREAK.PHP HTTPS://WWW.VPUL.UPENN.EDU/CIVICHOUSE/CIVICSCHOLARS/INDEX HTTPS://WWW.VPUL.UPENN.EDU/CIVICHOUSE/PENNALTERNATIVEBREAKS ESTABLISHED BY PENN, THE SCHOOL DISTRICT OF PHILADELPHIA, AND THE PHILADELPHIA FEDERATION OF TEACHERS IN 1998, THE PENN ALEXANDER SCHOOL IS ONE OF NEARLY 250 SCHOOLS IN THE SCHOOL DISTRICT OF PHILADELPHIA WHERE STUDENTS AT PENNS GRADUATE SCHOOL OF EDUCATION (GSE) ARE TEACHING, COUNSELING, AND LEADING. THIS PREK-8 NEIGHBORHOOD PUBLIC SCHOOL IS LOCATED IN THE MIDDLE OF A RESIDENTIAL/COMMERCIAL NEIGHBORHOOD AT THE WESTERN EDGE OF PENN'S CAMPUS, ON A SITE THAT ALSO HOUSES A PRIVATE DAYCARE AND A HEAD START CENTER. IN FY 2019 PENN CONTINUED TO SUBSIDIZE PENN ALEXANDER WITH AN OPERATING CONTRIBUTION OF $1,330 PER STUDENT PER YEAR AMOUNTING TO OVER $840,000 TO REDUCE CLASS SIZE AND ENHANCE THE EDUCATIONAL PROGRAM, PROVIDE CUSTOMIZED PROFESSIONAL DEVELOPMENT, MAINTAIN THE SCHOOL GROUNDS, AND PARTNER WITH THE SCHOOL IN COMMUNITY OUTREACH PROGRAMS. A NUMBER OF SCHOOLS AND DEPARTMENTS ACROSS THE UNIVERSITY ARE WORKING WITH PENN ALEXANDER TO ENRICH THE STUDENTS' EDUCATIONAL EXPERIENCES. HTTPS://WWW.GSE.UPENN.EDU/INPHILLY/PAS/ HTTPS://WWW.GSE.UPENN.EDU/IN-PHILLY/AFFILIATED-SCHOOLS PENNS EMPHASIS ON SERVICE AS ESSENTIAL TO ITS EDUCATIONAL MISSION IS EXEMPLIFIED BY A HOST OF SCHOOL-BASED PROGRAMS ACROSS THE UNIVERSITY, AS WELL. SELECT HIGHLIGHTS INCLUDE: |
| FORM 990, PART III, LINE 4A (CONT.) | - COMMUNITY SERVICE LEARNING IS AN INTEGRAL PART OF THE PENN DENTAL MEDICINES (PDM) CURRICULUM. THROUGH PHILANTHROPY AND INSTITUTIONAL RESOURCES, PDM PLANS TO INCREASE CAPACITY AT SEVERAL OF ITS EXISTING COMMUNITY PARTNER LOCATIONS DURING THE COMING YEAR. CURRENTLY, THREE LOCATIONS PROVIDE 42 PATIENT VISITS PER WEEK. WITH AN INCREASE IN OPERATORIES, FACULTY COVERAGE, AND EXPANDED HOURS, PDM PLANS TO GROW PATIENT VISITS TO OVER 300 PER WEEK A NEARLY 10-FOLD INCREASE IN CAPACITY. EXPANSION WILL OCCUR AT THE MERCY LIFE CENTER FOR THE ELDERLY, AT PUENTES DE SALUD, AND AT SAYRE HEALTH CENTER. THE PENNSMILES MOBILE DENTAL PROGRAM SERVES 5,000 PHILADELPHIA SCHOOL CHILDREN A YEAR. STUDENTS AND FACULTY ALSO PROVIDE CARE AT PHILADELPHIA FIGHT, AND WORK AS PART OF THE INTERDISCIPLINARY HEALTH CARE TEAMS AT HOMELESS HEALTH INITIATIVE, UNITED COMMUNITY CLINIC, AND UNIVERSITY CITY HOSPITALITY COALITION. PDM PROVIDES MORE THAN $3.6 MILLION IN UNDER AND UNCOMPENSATED CARE TO THE COMMUNITY. - PENNS SCHOOL OF ARTS AND SCIENCES (SAS) CONTINUES TO DEVELOP AND SUPPORT A VARIETY OF PIPELINE PROGRAMS. FOR HIGH SCHOOL STUDENTS, LIBERAL AND PROFESSIONAL STUDIES (LPS) SUMMER ACADEMIES OFFER SIGNIFICANT SCHOLARSHIP SUPPORT TO PROMOTE PARTICIPATION FROM DIVERSE POPULATIONS. LOCAL AND GLOBAL ENGAGEMENT CONTINUES TO BE A FOCUS OF MANY SAS RESEARCH EFFORTS AND EDUCATIONAL PROGRAMS. THE SCHOOL FUNDED A NEW ROUND OF MAKING A DIFFERENCE IN DIVERSE COMMUNITIES GRANTS TO SUPPORT TEAMS OF FACULTY AND STUDENTS FOR MULTIDISCIPLINARY PROJECTS COMBINING COURSEWORK, RESEARCH, AND SERVICE TO ADDRESS ISSUES OF DIVERSITY AND INEQUALITY AT THE LOCAL, NATIONAL, AND INTERNATIONAL LEVEL. SAS REMAINS THE DRIVING FORCE BEHIND PENNS ACADEMICALLY-BASED COMMUNITY SERVICE (ABCS) PROGRAM RUN BY THE NETTER CENTER, WITH THE LARGEST PERCENTAGE OF ABCS COURSES TAUGHT BY ARTS AND SCIENCES FACULTY. - THREE WORKGROUPS (RESEARCH, SCHOLARSHIP & INNOVATION; EDUCATION; AND EVIDENCE-BASED PRACTICE-EBP) ENGAGE PENN NURSING FACULTY AND PENN MEDICINE EXECUTIVE NURSE LEADERS AND CLINICIANS IN COLLABORATIVE STRATEGIC INITIATIVES TO BUILD RESEARCH CAPACITY IN PRACTICE, TRAINING IN PRIMARY CARE, AND APPLICATION OF EBP MODELS IN CURRICULUM AND HEALTHCARE SETTINGS. PENN NURSING HAS ALSO SUBSTANTIALLY EXPANDED PRIMARY CARE CLINICAL PLACEMENT SITES THROUGHOUT PENN MEDICINE, THE CORPORAL MICHAEL J. CRESCENZ VA MEDICAL CENTER (CMCVAMC), AND REGIONAL HEALTH SYSTEMS AND INDEPENDENT PRACTICES WITH A NEW MODEL THAT ENGAGES EXECUTIVE LEADERS IN IDENTIFYING AND SUPPORTING QUALIFIED PRECEPTORS. PENN NURSING IS A STRATEGIC PARTNER WITH PENN MEDICINE AND WITH CMCVAMC TO IMPROVE THE HEALTH OF VETERANS THROUGH AWARENESS CAMPAIGNS AND EDUCATIONAL PROGRAMS FOCUSING ON THE SPECIALIZED NEEDS OF VETERANS, AND PROVISIONS FOR BETTER ACCESS TO CARE AND EXPANDED HEALTHCARE SERVICES. PENN NURSING CONTINUES TO COLLABORATE WITH TRINITY HEALTH LEADERS IN THE STRATEGIC OVERSIGHT OF MERCY LIFE WEST PHILADELPHIA (MLWP), DELIVERY OF CARE TO VULNERABLE OLDER ADULT POPULATIONS, EDUCATION OF MLWP CLINICIANS, AND PRACTICE-BASED RESEARCH. THIS ACADEMIC PARTNERSHIP SERVES AS A NATIONAL MODEL FOR PROGRAMS OF ALL-INCLUSIVE CARE FOR THE ELDERLY (PACE). STRONG COMMUNITY ENGAGEMENT WITH OVER 50 BSN STUDENTS AS COMMUNITY CHAMPIONS EMBEDDED IN LOCAL COMMUNITY SITES PROVIDES MEANINGFUL EXPERIENCES IN SOCIAL DETERMINANTS OF HEALTH AND INFLUENCES THE HEALTH AND WELL-BEING OF PHILADELPHIA RESIDENTS. HTTPS://WWW.NURSING.UPENN.EDU/COMMUNITY/STUDENT-INITIATIVES/ - TRANSPORTATION, ENERGY AND CULTURAL HERITAGE WERE AMONG THE PILLARS OF THE STUART WEITZMAN SCHOOL OF DESIGNS RESEARCH AND INNOVATION AGENDA IN FY 2019. FACULTY ARE CO-LEADING TWO PROJECTS FUNDED BY THE US DEPARTMENT OF TRANSPORTATION: COOPERATIVE MOBILITY FOR COMPETITIVE MEGAREGIONS, A FIVE-YEAR EFFORT TO BUILD LEGAL, TECHNICAL, AND ANALYTICAL FRAMEWORKS FOR MEGAREGION TRANSPORTATION PLANNING; AND MOBILITY21, A FIVE-YEAR INITIATIVE TO MAKE TRANSPORTATION SAFER AND MORE EFFICIENT THROUGH COLLABORATIONS AMONG THOSE INVOLVED IN AUTONOMOUS VEHICLES, DRONES, AND ROBOTS. THE GRADUATE PROGRAM IN HISTORIC PRESERVATION COMPLETED TWO MAJOR DIGITAL SCHOLARSHIP PROJECTS ON PENNSYLVANIAS SLATELANDS AND PHILADELPHIAS SOCIETY HILL NEIGHBORHOOD; THE FACULTY IS DEVELOPING NEW APPLICATIONS FOR DRONES AND SENSORS IN CONSERVATION WORK FOR THE NATIONAL PARK SERVICE, AND BEGAN A PARTNERSHIP WITH THE FRANK LLOYD WRIGHT FOUNDATION THAT TESTS PREVAILING NOTIONS OF WHETHER BUILDINGS OF THE RECENT PAST REQUIRE DIFFERENT APPROACHES TO THEIR INTERPRETATION AND TECHNICAL INTERVENTIONS. - PENN'S GRADUATE SCHOOL OF EDUCATION'S (GSE) IMPACT IN THE PHILADELPHIA REGION IS LARGE AND GROWING. THE SCHOOL'S INTERACTIVE AND EVOLVING "HEAT MAP" CONTINUES TO EXPAND, REFLECTING NEARLY 1,000 ACTIVITIES IN 319 SCHOOLS IN PHILADELPHIA OVER THE PAST FIVE YEARS. GSES MASTERS AND DOCTORAL STUDENTS PARTICIPATE IN TRAINING PARTNERSHIPS IN MORE THAN 90 CITY SCHOOLS, AND PROGRAMS LIKE THE PENN LITERACY NETWORK PROVIDE PROFESSIONAL DEVELOPMENT TO THOUSANDS OF EDUCATORS ACROSS THE REGION AND COUNTRY. GSES PROFESSIONAL NETWORKS EXPAND THE SCHOOLS IMPACT NATIONALLY AND GLOBALLY. THE MID CAREER DOCTORAL PROGRAM PREPARES SUPERINTENDENTS AND EDUCATION LEADERS AROUND THE COUNTRY, AND THE HIGHER EDUCATION EXECUTIVE DOCTORATE HAS PRODUCED MORE THAN 50 COLLEGE PRESIDENTS. GSE ALSO OFFERS THE INDEPENDENT SCHOOL TEACHING RESIDENCY MASTER'S DEGREE, AN ONLINE AND "ON LOCATION" DEGREE PROGRAM AT SOME OF THE NATION'S MOST PRESTIGIOUS BOARDING SCHOOLS. BEYOND PHILADELPHIA AND THE NATION, GLOBAL WORK CONTINUES IN A VARIETY OF AREAS RANGING FROM EDUCATIONAL DEVELOPMENT TO TEACHING ENGLISH TO ASSISTING IN THE DEVELOPMENT OF HIGHER EDUCATION INFRASTRUCTURE IN OTHER NATIONS. - PENN ENGINEERINGS ADVANCING WOMEN IN ENGINEERING (AWE) PROGRAM IS DEDICATED TO RECRUITING, RETAINING, AND PROMOTING WOMEN IN PENN ENGINEERING. AWE AIMS TO DEVELOP AND SUPPORT INITIATIVES TO INCREASE THE NUMBER OF WOMEN INTERESTED IN STUDYING ENGINEERING, ENHANCE THE OVERALL ACADEMIC EXPERIENCE OF FEMALE STUDENTS, AND CREATE AND SUPPORT SOCIAL AND NETWORKING OPPORTUNITIES. THIS YEAR, SEAS AGAIN HOSTED FEMMEHACKS, A HACKATHON WITH THE INTENT TO INSPIRE, TEACH, AND EMPOWER WOMEN IN THE PHILADELPHIA TECH COMMUNITY AND TO CREATE AN ECOSYSTEM OF WOMEN IN TECHNOLOGY FIELDS. ACCESS ENGINEERING, A STUDENT-RUN ENGINEERING ENRICHMENT PROGRAM FOR TALENTED PHILADELPHIA HIGH SCHOOL STUDENTS, COLLABORATES WITH THE PENN LIBRARIES TO EXPOSE PROGRAM STUDENTS TO IMMERSIVE VIRTUAL AND AUGMENTED REALITY. - WHARTONS SUMMER MATH AND SCIENCE HONORS (SMASH) PROGRAM, A FREE, THREE-YEAR RESIDENTIAL COLLEGE PREPARATORY PROGRAM TEACHING CORE STEM SKILLS AND FOUNDATIONAL BUSINESS CONCEPTS TO HIGH SCHOOL STUDENTS FROM UNDERREPRESENTED COMMUNITIES, SUCCESSFULLY LAUNCHED IN THE SUMMER 2018 WITH A COHORT OF 35 SOPHOMORES AND WILL GROW TO TWO COHORTS THIS SUMMER WITH THE ORIGINAL COHORT RETURNING AS JUNIORS AND A NEW COHORT OF SOPHOMORES JOINING THE PROGRAM. THE UNDERGRADUATE DIVISION ALSO CONTINUES TO OFFER STEP (SUCCESSFUL TRANSITION AND EMPOWERMENT PROGRAM) TO SUPPORT STUDENTS FROM UNDERREPRESENTED AND UNDER-RESOURCED BACKGROUNDS AS THEY ACCLIMATE TO THE WHARTON ENVIRONMENT AND COLLEGE LIFE. - THE SCHOOL OF SOCIAL POLICY AND PRACTICE (SSPP) CONTRIBUTES TO THE ADVANCEMENT OF MORE EFFECTIVE, EFFICIENT, AND HUMANE SOCIAL SERVICES THROUGH EDUCATION, RESEARCH, AND CIVIC ENGAGEMENT. IN PURSUIT OF THIS MISSION, THE SCHOOLS THEORY-BASED MASTERS AND DOCTORAL PROGRAMS IN SOCIAL WORK, SOCIAL WELFARE, NONPROFIT LEADERSHIP, AND SOCIAL POLICY ENCOURAGE STUDENTS TO THINK AND WORK ACROSS DISCIPLINARY LINES AS WELL AS ACROSS NATIONAL AND INTERNATIONAL BOUNDARIES AND CULTURES. THE PURSUIT OF SOCIAL JUSTICE IS AT THE HEART OF THE SCHOOLS KNOWLEDGE-BUILDING ACTIVITIES. SSPPS INNOVATIVE EDUCATIONAL AND RESEARCH PROGRAMS REINFORCE ITS VISION OF ACTIVE STUDENT ENGAGEMENT IN THEIR OWN LEARNING AS WELL AS THAT OF SOCIAL AGENCIES AND LARGER SOCIAL COLLECTIVITIES ORGANIZED AT THE LOCAL, NATIONAL, AND GLOBAL LEVELS. - STUDENT OUTREACH AT PENNS SCHOOL OF VETERINARY MEDICINE TRANSLATES TO OVER 4,000 SURGICAL CARE CASES, OVER 500 VACCINATION CASES, AND OVER 100 MEDICAL CARE CASES FOR SHELTER ANIMALS AND ANIMALS IN UNDERSERVED COMMUNITIES IN ONE YEAR. THE SHELTER DOG SPECIALITY MEDICAL TREATMENT PROJECT ALONE SAVED OVER 100 SHELTER DOGS IN NEED, AND THE SCHOOLS PET VISITATION PROGRAM BRINGS CERTIFIED PET THERAPY DOGS TO VISIT FAMILIES STAYING AT THE PHILADELPHIA RONALD MCDONALD HOUSE THROUGHOUT THE YEAR. HTTP://WWW.VET.UPENN.EDU/VETERINARY-HOSPITALS/RYAN-VETERINARY-HOSPITAL/SER VICES/GRIEF-SUPPORT-SOCIAL-SERVICES/COMMUNITY-OUTREACH |
| FORM 990, PART III, LINE 4A (CONT.) | - IN FY 2019, PENN LAWS QUATTRONE CENTER FOR THE FAIR ADMINISTRATION OF JUSTICE JOINED THE NATIONAL PARTNERSHIP FOR PRETRIAL JUSTICE, TO ADVANCE PRETRIAL JUSTICE NATIONALLY AND IN MORE THAN 35 STATES ACROSS THE COUNTRY. ARNOLD VENTURES IS GENEROUSLY FUNDING TWO QUATTRONE CENTER PROJECTS: A STUDY ON INDIGENT DEFENSE, WHICH INVOLVES GIVING BETTER INFORMATION TO PUBLIC DEFENDERS ON LIKELY SENTENCES TO FACILITATE PLEA NEGOTIATIONS; AND A STUDY THAT WILL MEASURE HOW DIFFERENT STRUCTURES FOR STAFFING INDIGENT CLIENTS CASES AFFECT CASE OUTCOMES. SINCE THE INCEPTION OF PENN LAW SCHOOLS TOLL PUBLIC INTEREST CENTER, MORE THAN 6,000 PENN LAW STUDENTS HAVE PROVIDED OVER 500,000 HOURS OF PRO BONO SERVICE TO THE LOCAL COMMUNITY. ADDITIONALLY, PENN LAWS ENTREPRENEURSHIP CLINIC REPRESENTS LOCAL ENTREPRENEURS AND OFFERS EDUCATIONAL PROGRAMS FOR COMMUNITY MEMBERS. HTTPS://WWW.LAW.UPENN.EDU/PUBLICSERVICE/ HTTPS://WWW.LAW.UPENN.EDU/PUBLICSERVICE/TOLL-PUBLIC-INTEREST-CENTER.PHP HTTPS://WWW.LAW.UPENN.EDU/CLINIC/ENTREPRENEURSHIP/ PENN LIBRARIES BUILD AND CONNECT COMMUNITIES. THE LIBRARIES SPARK SYNERGIES AMONG ITS VARIOUS USERS IN AND AROUND PENN AND CREATE IMPROVED CHANNELS FOR COLLABORATION. THE LIBRARIES WILL CONTINUALLY ASSESS AND ENHANCE PROGRAMMING TO DRAW COMMUNITY MEMBERS INTO LIBRARY SPACES FOR PARTNERSHIPS, NETWORKING, AND LEARNING OPPORTUNITIES. THIS PAST YEAR, THE LIBRARIES CREATED PEER NETWORKS AND SERVICES TAILORED TOWARD PENN FIRST PLUS STUDENTS, AND ALSO MAINTAINED OUTREACH EFFORTS WITH LOCAL PUBLIC SCHOOLS, SUPPORTING 20 SCHOOL LIBRARIES AND MORE THAN 10,000 PHILADELPHIA STUDENTS. THE LIBRARIES CONTINUED TO CONNECT COLLECTIONS AND EXPERTISE TO THE GREATER PHILADELPHIA COMMUNITY, CELEBRATING THE LIFE AND LEGACY OF MARIAN ANDERSON BY HOSTING PHILADELPHIA ELEMENTARY SCHOOL STUDENTS TO INTERACT AND LEARN ABOUT THE WORLD-RENOWNED SINGER THROUGH HER COLLECTION. THE LIBRARIES ALSO PARTNERED WITH THE FREE LIBRARY OF PHILADELPHIA ON THE HEALTHY LIBRARY INITIATIVE. FOR THE LAST FOUR YEARS, THE HEALTHY LIBRARY INITIATIVE HAS CONDUCTED RESEARCH ON THE ROLE OF LIBRARIES IN PUBLIC HEALTH AND TRAINED STAFF TO BETTER RESPOND TO THE COMMUNITYS EVOLVING NEEDS. THE LIBRARIES STAND AT THE VANGUARD OF INNOVATION AND PRACTICAL IMPLEMENTATION OF CREATIVE IDEAS. FOR THE FIRST TIME IN 20 YEARS, COPYRIGHTS ON PUBLISHED WORKS EXPIRED AT THE END OF DECEMBER 2018, BRINGING INTO THE PUBLIC DOMAIN WORKS FIRST PUBLISHED IN THE UNITED STATES IN 1923. THE LIBRARIES, WHICH HOLD MORE THAN 9,000 WORKS FROM 1923, HAVE EMBARKED ON A YEAR-LONG PROJECT TO DIGITIZE AND SHARE SELECTED BOOKS THROUGH A PARTNERSHIP WITH THE HATHITRUST, AN ONLINE COLLECTION OF MILLIONS OF TITLES FROM LIBRARIES AROUND THE WORLD, FREELY AVAILABLE TO THE PUBLIC. THE LIBRARIES COLLECTIONS AND PROGRAMS ALSO SERVE AS CULTURAL GATEWAYS. NONE STANDS OUT AS MORE ICONIC THAN WHITMAN AT 200: ART AND DEMOCRACY, A REGION-WIDE INITIATIVE ORGANIZED BY THE PENN LIBRARIES WITH MAJOR SUPPORT FROM THE PEW CENTER FOR ARTS & HERITAGE, WHICH CARRIED OUT A YEAR OF ACTIVITIES CELEBRATING THE POET, ESSAYIST, JOURNALIST, AND HUMANISTS 200TH BIRTHDAY. CROWDSOURCING CROSS- AND MULTI-INSTITUTIONAL PARTNERSHIPS HAVE BECOME EMBEDDED INTO THE LIBRARIES OPERATIONS. THREE INNOVATIVE PROJECTS HAVE ALLOWED THE LIBRARIES TO UTILIZE THE GREATER PUBLICS INTEREST IN COLLECTIVELY DOCUMENTING HISTORY. THE ED BACON PHOTO PROJECT, A NEW ONLINE CATALOGING PROJECT BY THE ANNE AND JEROME FISHER FINE ARTS LIBRARY, OFFERS AN INTIMATE VIEW INTO THE FORMER EXECUTIVE DIRECTOR OF THE PHILADELPHIA CITY PLANNING COMMISSIONS INSPIRATION WITH A COLLECTION OF OVER 5,000 RESEARCH AND LECTURE SLIDES THAT ASKS THE PUBLIC TO HELP IDENTIFY THE LOCATION FOR EACH IMAGE. AT THE SCHOENBERG CENTER FOR ELECTRONIC TEXT AND IMAGE, DIGITIZED 19TH CENTURY PHILADELPHIA PLAYBILLS FROM THE LIBRARIES COLLECTION ARE BEING TRANSCRIBED BY THE PUBLIC. THROUGH AN INNOVATIVE NEW WEBSITE BUILT BY THE LIBRARIES IN COLLABORATION WITH ZOONIVERSE, CITIZEN SCHOLARS CAN HELP ANALYZE THE CAIRO GENIZA, DIGITIZED TEXTS WRITTEN IN FIVE HEBREW AND THREE ARABIC SCRIPTS, SOME OF WHICH ARE EXCEEDINGLY RARE. PENNS CULTURAL INSTITUTIONS ALSO SERVE THE COMMUNITY THROUGH THEIR WIDE-RANGING ENRICHMENT AND EDUCATION INITIATIVES. HIGHLIGHTS INCLUDE PROGRAMS OFFERED THROUGH THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY. IN PARTNERSHIP WITH THE SCHOOL DISTRICT OF PHILADELPHIA, THE MUSEUM IS ENTERING ITS SEVENTH YEAR OF UNPACKING THE PAST, A GROUNDBREAKING PROGRAM THAT OFFERS FREE LESSONS TO MIDDLE SCHOOL STUDENTS IN PHILADELPHIAS PUBLIC AND TITLE I CHARTER SCHOOLS. THE PROGRAM CENTERS ON MIDDLE SCHOOL ANCIENT CULTURES CURRICULUM AND HIGHLIGHTS THE MUSEUMS IMPRESSIVE EGYPTIAN, ROMAN, MIDDLE EASTERN, AND CHINESE COLLECTIONS. THIS YEARS ESTIMATED ATTENDANCE OF OVER 6,000 CHILDREN, INCLUDING MANY WITH SPECIAL NEEDS. THE PROGRAM INCLUDES TEACHER PROFESSIONAL DEVELOPMENT SO THE MUSEUM CAN "TRAIN THE TRAINER" AS WELL AS BETTER IDENTIFY TEACHERS' CLASSROOM NEED. THE INTERNATIONAL CLASSROOM PROGRAM, PROVIDING INTERCULTURAL SKILLS TO K-12 AUDIENCES, SAW A 60% INCREASE IN PROGRAMS LAST YEAR AND WILL CONTINUE TO OFFER INCREASED FREE SERVICE FOR TITLE I ELEMENTARY AND HIGH SCHOOLS THROUGH SPECIAL GRANTS. WITH THE ADDITION OF THE NEW TEEN AND UNDERGRADUATE ENGAGEMENT COORDINATOR POSITION, THE MUSEUM SUPPORTS COLLEGE-READY, RESEARCH, AND PUBLIC SPEAKING SKILLS FOR DIVERSE PHILADELPHIA HIGH SCHOOL STUDENTS THROUGH TEEN AMBASSADORS AND TEEN INTERNSHIPS. THIS POSITION BOLSTERS ENGAGEMENT WITH PENN UNDERGRADUATES THROUGH FREE WORKSHOPS AND EVENTS HOSTED BY THE CLIO SOCIETY. THE MUSEUMS VIRTUAL PROGRAMS NOW SERVE OVER 6,000 STUDENTS AND TEACHERS REGIONALLY, NATIONALLY, AND INTERNATIONALLY, AS FAR AWAY AS AUSTRALIA, MEXICO, CANADA, AND IRAQ. VIRTUAL PROGRAMS PROVIDE MUSEUM-THEMED LESSONS IN CLASSROOMS THROUGH VIDEO CONFERENCING AND PROMOTE GREATER UNDERSTANDING OF WORLD CULTURES. IN ADDITION, VIRTUAL PROGRAMS OFFER ACCESS TO PEOPLE AND ORGANIZATIONS WHO CANNOT PHYSICALLY VISIT THE PENN MUSEUM. PENNS ANNENBERG CENTER FOR THE PERFORMING ARTS SERVES PENN AND THE WEST PHILADELPHIA COMMUNITY THROUGH SPECIAL CAMPUS-BASED AND COMMUNITY-FOCUSED TICKETING PROGRAMS, ALLOWING PENN FIRST PLUS STUDENTS AND LOWER-INCOME RESIDENTS TO ATTEND WORLD-CLASS PERFORMANCES AT A FRACTION OF THEIR COST. THE CENTER HAS CONTINUED ITS LONG TRADITION OF HOSTING STUDENT AND COMMUNITY-ORIENTED EVENTS, CONVOCATIONS, COMMENCEMENTS, PERFORMANCES, AND LECTURES. IT ALSO DELIVERS HIGH QUALITY CHILDRENS PROGRAMMING WITH THE OLDEST CONTINUALLY RUNNING CHILDRENS FESTIVAL IN THE NATION AND THROUGH THE CRITICALLY ACCLAIMED STUDENT DISCOVERY SERIES. IN TOTAL, ACPA SERVES OVER 10,000 CHILDREN IN THE PHILADELPHIA METROPOLITAN AREA PER SEASON, OFTEN PROVIDING THEIR ONLY ACCESS TO THE PERFORMING ARTS. UNDERSCORING THE PRIORITY PENN PLACES ON PUBLIC SERVICE, PENN PRESIDENT AMY GUTMANN ESTABLISHED THE PRESIDENT'S ENGAGEMENT PRIZES IN 2015 TO SUPPORT PENN SENIORS AS THEY DESIGN AND UNDERTAKE PUBLIC SERVICE PROJECTS DURING THEIR FIRST POST-GRADUATION YEAR. AWARD WINNERS HAVE ALREADY BEGUN WORKING TO MAKE POSITIVE CHANGE IN PHILADELPHIA. HTTP://WWW.PENNPEP.UPENN.EDU/ THE OFFICE OF GOVERNMENT AND COMMUNITY RELATIONS BUILDS AND STRENGTHENS RELATIONSHIPS WITH GOVERNMENT AND CIVIC PARTNERS TO ACHIEVE MEANINGFUL QUALITY-OF-LIFE IMPROVEMENTS IN PHILADELPHIA NEIGHBORHOODS; THE OFFICE OF AFFIRMATIVE ACTION AND EQUAL OPPORTUNITY PROGRAMS CO-SPONSORS THE PHILADELPHIA MINORITY ENTERPRISE DEVELOPMENT WEEK CONFERENCE, WHICH PROVIDES CRITICAL INFORMATION TO FOSTER THE GROWTH AND COMPETITIVENESS OF THE MINORITY BUSINESS COMMUNITY; AND WXPN PRODUCES CHOIR CONCERTS IN LOCAL CHURCHES THROUGHOUT PHILADELPHIA. IN ADDITION TO THE UNIVERSITYS NUMEROUS INITIATIVES, PENN MEDICINE IS STRONGLY COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH A NUMBER OF COMMUNITY-BASED PROGRAMS AND ACTIVITIES. THESE INCLUDE: THE PENN MEDICINE CARES PROGRAM AWARDS GRANTS UP TO $2,000 PER PROJECT TO COMMUNITY-BASED PROGRAMS ON BEHALF OF EMPLOYEES AND STUDENTS WHO VOLUNTEER THEIR TIME AND EFFORT AT THE INITIATIVES. BY FUNDING THESE PROGRAMS OUR EMPLOYEES AND STUDENTS CARE ABOUT DEEPLY, PENN MEDICINE CARES DOLLARS HELPED SUPPLY HEALTH SERVICES, FOOD, MEDICINE, CLOTHING, EMPLOYMENT SERVICES, AND PLACES TO LIVE FOR THOUSANDS OF UNDERSERVED PHILADELPHIANS EVERY YEAR. SINCE THE FIRST ROUND OF RECIPIENTS WAS ANNOUNCED IN JANUARY 2012, PENN MEDICINE PROVIDED NEARLY $550,000 THROUGH PENN MEDICINE CARES TO SUPPORT OVER 500 WORTHY ORGANIZATIONS. HTTP://WWW.PENNMEDICINE.ORG/HEALTH-SYSTEM/ABOUT/COMMUNITY/ PENN MEDICINE HAS TWO PIPELINE PROGRAMS FOCUSED ON AT-RISK YOUTH AND DESIGNED TO FACILITATE CAREERS AND EDUCATIONAL OPPORTUNITIES IN HEALTH CARE. THEY ARE: |
| FORM 990, PART III, LINE 4A (CONT.) | - PENN MEDICINES TWO-YEAR HIGH SCHOOL PIPELINE PROGRAM ENABLES JUNIORS AND SENIORS FROM WEST PHILADELPHIA HIGH SCHOOLS TO ENROLL IN FOR-CREDIT COLLEGE COURSES AT THE COMMUNITY COLLEGE OF PHILADELPHIA WHILE INTERNING (PAID) AT CLINICAL AND NON-CLINICAL UNITS THROUGHOUT OUR HEALTH SYSTEM. STUDENTS LEARN PROFESSIONALISM, INTERPERSONAL AND INTERVIEW SKILLS, AND RESUME WRITING, WHICH HELPS THEM WHEREVER THEIR CAREER PATHS LEAD. BY THE TIME THEY GRADUATE HIGH SCHOOL, PIPELINE STUDENTS TYPICALLY HAVE FOUR OR FIVE COLLEGE COURSES UNDER THEIR BELTS AND HAVE THE OPPORTUNITY TO BECOME CERTIFIED NURSING ASSISTANTS, IF SO DESIRED. STUDENTS WHO SUCCESSFULLY COMPLETE THE HIGH SCHOOL PORTION OF THE PROGRAM BECOME PENN MEDICINE ACADEMY INTERNS WHERE THEY WORK 20 HOURS WEEKLY BUT ARE PAID FOR 40 HOURS. (THE 40-HOUR THRESHOLD ALLOWS THEM TO TAKE ADVANTAGE OF PENN MEDICINES $8,000-TUITION BENEFIT.) PMA INTERNS ALSO RECEIVE ADDITIONAL TRAINING AND CAREER COACHING. - THE PERELMAN SCHOOL OF MEDICINES EDUCATION PIPELINE PROGRAM AIMS TO PROVIDE MENTORSHIP AND EDUCATION AT ALL LEVELS: HIGH SCHOOL STUDENTS ARE TAUGHT BY UNDERGRADUATES AND GRADUATE STUDENTS; UNDERGRADUATES LEARN FROM GRADUATE STUDENTS; AND GRADUATE STUDENTS ARE GUIDED BY PHYSICIANS. THE PROGRAM EXPOSES HIGH SCHOOL STUDENTS TO THE IMPORTANCE OF POST-SECONDARY EDUCATION ALONG WITH AN INTRODUCTION TO THE VARIETY OF CAREERS IN MEDICINE AND HEALTH CARE. FURTHER, THE PIPELINE PROGRAM PROVIDES A VALUABLE MEANS FOR COLLEGE STUDENTS, MEDICAL TRAINEES, PHYSICIANS-IN-TRAINING AND FACULTY AT THE UNIVERSITY OF PENNSYLVANIA TO CONTRIBUTE MEANINGFULLY TO THEIR SURROUNDING COMMUNITY. PENN MENTAL HEALTH AIDS RESEARCH CENTER FOCUSES ON THE COMBINATION OF MENTAL ILLNESS AND HIV/AIDS AND RELATED COMORBIDITIES. THE CENTER STRIVES TO TRANSFORM HOW INDIVIDUALS WITH COMORBID MENTAL ILLNESS AND HIV/AIDS ARE TREATED AND MANAGED BY DEVELOPING INNOVATIVE, INTERDISCIPLINARY, AND INTEGRATIVE APPROACHES TO OPTIMIZE PSYCHIATRIC, BEHAVIORAL, AND MEDICAL OUTCOMES AND ACHIEVING A BETTER UNDERSTANDING OF THE BIOLOGICAL, PSYCHOLOGICAL, AND BEHAVIORAL MECHANISMS UNDERLYING THESE ILLNESSES AND TREATMENTS. HTTP://WWW.MED.UPENN.EDU/PMHARC/ PENN MEDICINE PROGRAM FOR LGBT HEALTH HAS CONTINUED TO FULFILL ITS GOALS OF IMPROVING CARE FOR LGBT PATIENTS AND FAMILIES, EDUCATING OUR PROVIDERS IN BEST PRACTICES FOR LGBT PATIENT CARE, ENHANCING THE CLIMATE FOR LGBT FACULTY AND STAFF, AND MAKING PENN MEDICINE A NATIONAL LEADER IN LGBT HEALTH. TO IMPROVE CLINICAL CARE, THE PROGRAM CONTINUES TO PROVIDE EDUCATION AND TRAINING THROUGH 40 TRAINING SESSIONS ACROSS THE HEALTH SYSTEM. PENN MEDICINE ALSO BECAME FIRST IN THE REGION TO IMPLEMENT THE COLLECTION OF SEXUAL ORIENTATION AND GENDER IDENTITY FIELDS INTO OUR ELECTRONIC MEDICAL RECORD. TO DATE, OVER 300 TRANSGENDER OR GENDER NON-CONFORMING PATIENTS HAVE BEEN IDENTIFIED IN OUR MEDICAL RECORD, WHICH HAS TRANSLATED TO INCREASED CONTINUITY OF CARE AND PATIENT SATISFACTION. OUR RESEARCH MISSION WAS ENHANCED BY HOSTING THE DIRECTOR OF THE NIH SEXUAL AND GENDER MINORITY RESEARCH OFFICE THIS PAST YEAR, AND WE CONTINUE TO WORK TOWARD BUILDING A LGBT-FOCUSED CLINICAL PRACTICE. THE MENTORING PROGRAM FOR MEDICAL STUDENTS AND TRAINEES ENTERS ITS SECOND YEAR. ADDITIONALLY, THE PROGRAM WAS HAPPY TO WORK IN PARTNERSHIP WITH HUMAN RESOURCES TO CELEBRATE THE FIRST LGBT-FOCUSED RECOGNITION WEEK AT PENN MEDICINE. HTTP://WWW.PENNMEDICINE.ORG/LGBT/ PENN MEDICINES PORTABLE HIV/AIDS RESEARCH UNIT CALLED THE PENN MOBILE TRIALS UNIT IS A CUSTOM-BUILT MEDICAL VEHICLE, FULLY EQUIPPED WITH EXAM ROOMS AND A WAITING AREA. THE VEHICLE TRANSPORTS HEALTH CARE TEAMS TO AREAS OF WEST PHILADELPHIA WITH HIGH INCIDENCE OF HIV. THE MOBILE ASPECT ENABLES PENN CLINICIANS TO TRULY CONNECT WITH PATIENTS BY PROVIDING PERSONALIZED CARE ON A COMMUNITY BASED LEVEL.COMMUNITY BASED LEVEL. -------------------- |
| FORM 990, PART III, LINE 4B | STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS- HEALTHCARE COMPONENT IV. PATIENT CARE THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), THE FLAGSHIP OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S SIX HOSPITALS, WAS ESTABLISHED IN 1874 AS A TEACHING HOSPITAL TO COMPLEMENT THE MEDICAL EDUCATION RECEIVED BY STUDENTS AT THE UNIVERSITY OF PENNSYLVANIAS MEDICAL SCHOOL, THE PERELMAN SCHOOL OF MEDICINE. IT HAS 18 CLINICAL DEPARTMENTS AND PROVIDES TRAINING IN MORE THAN 40 CLINICAL SPECIALTIES. MAJOR AREAS OF INVESTIGATION INCLUDE HEART DISEASE, CANCER, AND DISEASES OF AGING INCLUDING ALZHEIMERS DISEASE, WOMEN'S HEALTH, DIABETES AND OBESITY. THE HEALTH SYSTEM, WITH 3,095 LICENSED HOSPITAL BEDS, IS A VALUED HEALTH-CARE RESOURCE, ESPECIALLY TO PEOPLE RESIDING IN THE GREATER PHILADELPHIA AREA, LANCASTER COUNTY, PENNSYLVANIA, AND CENTRAL AND SOUTHERN NEW JERSEY. DURING THE COURSE OF A YEAR, IT ADMITS APPROXIMATELY 135,000 PATIENTS AND ACCOUNTS FOR OVER 5.9 MILLION OUTPATIENT VISITS, MORE THAN 359,000 EMERGENCY ROOM VISITS AND MORE THAN 18,000 BIRTHS. HUP IS THE ONLY HOSPITAL IN THIS AREA THAT PERFORMS TRANSPLANTS OF ALL MAJOR ORGANS. PENN MEDICINES LEVEL 1 TRAUMA CENTER, WHICH OPERATES AROUND THE CLOCK TO CARE FOR PATIENTS WHOVE BEEN CRITICALLY INJURED IN CAR ACCIDENTS, FALLS, AND THROUGH BLUNT AND PENETRATING TRAUMAS, IS NOW LOCATED AT PENN PRESBYTERIAN MEDICAL CENTER. THE CENTER CARES FOR MORE THAN 2,100 PATIENTS ANNUALLY, SEVERAL HUNDRED OF WHOM ARE TRANSFERRED FROM OTHER HOSPITALS VIA THE FLEET OF PENNSTAR MEDICAL HELICOPTERS AND GROUND AMBULANCES. BOTH HUP AND PENN PRESBYTERIAN MEDICAL CENTER ALSO CARE FOR A LARGE NUMBER OF PATIENTS WHO ARE TRANSFERRED HERE WITH TIME-SENSITIVE CARDIAC AND SURGICAL EMERGENCIES. IN KEEPING WITH ITS CHARITABLE PURPOSE, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) (WHICH INCLUDES THE HUP AND CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA (CPUP) DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA), AS WELL AS CERTAIN AFFILIATES, ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. THIS DEFINITION INCLUDES THOSE PATIENTS SUFFERING FROM A MEDICAL CONDITION MANIFESTING ITSELF BY ACUTE SYMPTOMS OF SUFFICIENT SEVERITY (INCLUDING SEVERE PAIN) SUCH THAT THE ABSENCE OF IMMEDIATE MEDICAL ATTENTION COULD REASONABLY BE EXPECTED TO RESULT IN (1) PLACING THE HEALTH OF THE INDIVIDUAL (OR, WITH RESPECT TO A PREGNANT WOMAN, THE HEALTH OF THE WOMAN OR HER UNBORN CHILD) IN SERIOUS JEOPARDY, OR (2) SERIOUS IMPAIRMENT TO BODILY FUNCTIONS. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE THEY PROVIDE. THESE RECORDS INCLUDE THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. HTTP://WWW.PENNMEDICINE.ORG/HEALTH-SYSTEM/ABOUT/ORGANIZATION/POLICIES/FINA NCIAL-ASSISTANCE.HTML UPHS IS A VITAL SAFETY-NET PROVIDER CARING FOR SOME OF OUR COMMUNITYS MOST VULNERABLE PATIENTS. IN FY 2019, UPHS PROVIDED $25 MILLION IN CARE TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON DATA DERIVED FROM A COMBINATION OF UPHS COST ACCOUNTING SYSTEM AND THE RATIO OF COSTS TO CHARGES. ADDITIONALLY, THE COST OF PROVIDING CARE TO ELIGIBLE RECIPIENTS WHO PARTICIPATE IN MEDICARE AND MEDICAID EXCEEDED $277 MILLION IN 2019. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE, IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, IN COLLABORATION WITH OTHER, REGIONAL HEALTH SYSTEMS, RECENTLY COMPLETED ITS THIRD COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) TO IDENTIFY THE MOST PRESSING HEALTH NEEDS IN THE SERVICE AREA AND DETERMINE HOW BEST TO ADDRESS THOSE NEEDS. IN 2019, PENNSYLVANIA HOSPITAL, PENN PRESBYTERIAN MEDICAL CENTER, AND THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA CONDUCTED A JOINT CHNA DUE TO THEIR SIMILAR SERVICE AREAS. CHESTER COUNTY HOSPITAL AND LANCASTER GENERAL HOSPITAL CONDUCTED CHNAS FOR THEIR RESPECTIVE COMMUNITIES. PRINCETON MEDICAL CENTERS CHNA WAS COMPLETED IN 2018. THROUGH QUANTITATIVE AND QUALITATIVE RESEARCH, ALONG WITH FEEDBACK FROM THE COMMUNITY AND KEY STAKEHOLDERS INCLUDING CLINICAL LEADERSHIP, HOSPITAL PATIENT ADVISORY GROUPS, EMPLOYEES, AND OTHERS, THE HEALTH NEEDS OF THE RESPECTIVE HOSPITALS COMMUNITIES WERE ASSESSED AND STRATEGIC IMPLEMENTATION PLANS WERE DEVELOPED. CHESTER COUNTY HOSPITAL CHNA AND IMPLEMENTATION PLAN LINK: HTTPS://WWW.CHESTERCOUNTYHOSPITAL.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSM ENT. LANCASTER GENERAL HOSPITAL CHNA AND IMPLEMENTATION PLAN LINK: HTTPS://WWW.LANCASTERGENERALHEALTH.ORG/ABOUT-LANCASTER-GENERAL-HEALTH/CARI NG-FOR-OUR-COMMUNITY/NEEDS-ASSESSMENT-AND-IMPROVEMENT-PLAN. HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PENNSYLVANIA HOSPITAL, AND PENN PRESBYTERIAN MEDICAL CENTER CHNA AND IMPLEMENTATION PLAN LINK: HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/SERVING-OUR-COMMUNITY/REPORTS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM OPERATES EMERGENCY ROOMS OPEN TO THE PUBLIC 24 HOURS A DAY, 7 DAYS A WEEK; MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES; PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS STUDENTS AND MEDICAL PERSONNEL; FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION; AND PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS PROVIDING BASIC MEDICAL CARE FOR THE HOMELESS, TREATING OF CHRONIC DISEASE FOR LOW-INCOME RESIDENTS, AND PROVIDING WOMEN'S HEALTH SERVICES TO UNINSURED AND LOW-INCOME WOMEN OF ALL AGES; SCREENINGS FOR THE DETECTION OF BREAST, COLORECTAL, AND SKIN CANCER, CANCER SUPPORT GROUPS, A TOLL FREE NUMBER FOR CANCER INFORMATION, FREE IMMUNIZATION SHOTS, TRAINING PROGRAMS FOR THE CITY FIRE AND POLICE DEPARTMENTS, HEALTH EDUCATION CLASSES AND SPEECHES. HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/SERVING-OUR-COMMUNITY/REPORTS BELOW ARE SOME EXPANDED PROGRAM DESCRIPTIONS FOR JUST A SMALL NUMBER OF THE MANY COMMUNITY CARE INITIATIVES UNDERWAY AT PENN MEDICINE: |
| FORM 990, PART III, LINE 4B (CONT.) | - COMMUNITY MEDICINE ROTATION: DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTHS (DFMCH) COMMUNITY MEDICINE ROTATION FOR FAMILY MEDICINE (FM) RESIDENTS: THE DFMCH TRAINING PROGRAM STRESSES COMMUNITY SERVICE AND COMMUNITY ENGAGEMENT. DFMCH BELIEVES THAT COMMUNITY-BASED EXPERIENCES ARE CRITICAL IN THE DEVELOPMENT OF FUTURE PHYSICIANS WHO RECOGNIZE THE POWERFUL EFFECTS THAT ENVIRONMENT AND SOCIOECONOMIC STATUS HAVE ON HEALTH QUALITY. THE DFMCHS TRAINING PROGRAM IS A MODEL FOR DEVELOPING THE NEXT GENERATION OF PRIMARY CARE PROVIDERS TRAINED TO MITIGATE HEALTH DISPARITIES AND TO SERVE AS ADVOCATES FOR OUR COMMUNITY. RESIDENTS ROTATE THROUGH A SERIES OF COMMUNITY PARTNERSHIPS PROVIDING CONTINUITY IN SERVICE PROVISION FOR THREE COMMUNITY-BASED SERVICE AGENCIES (UNITED COMMUNITY CLINICS, UNITY HEALTH CLINIC, AND PREVENTION POINT PHILADELPHIA). FOR UNITED COMMUNITY CLINICS (UCC), FM RESIDENTS PARTICIPATE EVERY WEEK, SUPERVISING MEDICAL STUDENTS AT THIS FREE HEALTH CLINIC COORDINATED BY UNIVERSITY OF PENNSYLVANIA STUDENTS FROM THE SCHOOLS OF MEDICINE, NURSING, AND SOCIAL WORK. DFMCH FM RESIDENTS ARE THE ONLY PEDIATRIC (AND ADULT) PROVIDERS WHO SUPERVISE THE MEDICAL STUDENTS AT UCC. DFMCH FM RESIDENTS ALSO HAVE LEADERSHIP ROLES LONGITUDINALLY IN UCCS HYPERTENSION CLINIC PROVIDING CONTINUITY CARE FOR A COHORT OF UCC PATIENTS WITH HYPERTENSION. THE UNITY HEALTH CLINIC IS A FREE CLINIC THAT PRIMARILY SERVES UNINSURED INDONESIAN IMMIGRANTS OF CHINESE DESCENT. THIS UNDERSERVED, POPULATION STRUGGLES WITH HEALTH DISPARITIES INCLUDING INCREASED RATES OF WORK-RELATED INJURIES, SMOKING, DIABETES, AND GASTRO-INTESTINAL CANCERS. UNITY PARTNERS WITH THE UNIVERSITY OF PENNSYLVANIAS DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH TO PROVIDE FREE ACUTE, CHRONIC, AND PREVENTIVE MEDICAL CARE TO THIS HIGH-RISK AND UNDERSERVED POPULATION. UNITY IS STAFFED BY PENN MEDICINE FACULTY, FAMILY MEDICINE RESIDENTS, AND MEDICAL STUDENTS FROM THE ASIAN AND PACIFIC AMERICAN MEDICAL STUDENT ASSOCIATION. LEARNERS HAVE THE OPPORTUNITY TO EXPERIENCE A ONE-OF-A-KIND OPPORTUNITY TO WORK HAND IN HAND WITH MEDICAL TRANSLATORS; DISCOVER HOW DIFFERENT CULTURAL BACKGROUNDS AFFECT PATIENT PERCEPTIONS OF HEALTH AND MEDICINE; AND SERVE A MOTIVATED AND UNDER-SERVED COMMUNITY OFTEN OVERLOOKED IN PUBLIC HEALTH INITIATIVES. IN 2018 UNITY PROVIDED 971 RECORDED VISITS AND 91 IMMUNIZATIONS THROUGHOUT THE YEAR WHICH INCLUDES THE FLU, TDAP AND THE TWINRIX. DFMCH FM RESIDENTS ALSO PROVIDE CONTINUITY SUPPORT FOR PREVENTION POINT PHILADELPHIA (PPP). THE MISSION OF PPP IS TO REDUCE THE HARM ASSOCIATED WITH SUBSTANCE USE AND SEX INDUSTRY WORK BY PROMOTING HEALTH, EMPOWERMENT AND SAFETY WHILE ADVOCATING FOR HUMANE PUBLIC POLICIES AND PROGRAMS. DFMCH FM FACULTY CONTRIBUTE TO THE SUPERVISION OF RESIDENTS PROVIDING CLINICAL SUPPORT FOR PPP HARM REDUCTION PROGRAMS THROUGH THEIR NEEDLE-EXCHANGE PROGRAM AND THE STREETSIDE HEALTH PROJECT (SHP). THE SHP PARTNERS WITH THE UNIVERSITY OF PENNSYLVANIAS DFMCH TO PROVIDE FREE ACUTE, CHRONIC, AND PREVENTIVE MEDICAL CARE TO CLIENTS OF ALL BACKGROUNDS. THE SHP HAS A SPECIAL FOCUS ON LINKING PEOPLE TO MEDICAL INSURANCE, PRIMARY CARE, AND SPECIALTY CARE (PARTICULARLY CARE FOR HIV AND HCV). ADDITIONAL PROGRAMMING FOR DFMCH FM RESIDENTS INCLUDE SUPPORT FOR HEALTH PROMOTION WORK IN THREE WEST-PHILADELPHIA ELEMENTARY SCHOOLS; THE WALK-WITH-A-DOC PROGRAM AT THE SAYRE HEALTH CENTER; DFMCH HOME VISITATION AND HIGH-COST, HIGH-NEED PATIENT PROGRAMMING, ROTATION WITH TWO COLLABORATING FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS) AS WELL AS A COHORT OF RESIDENTS WHO PROVIDE PRENATAL CARE AT A THIRD FQHC; DFMCHS LESBIAN, GAY, BI-SEXUAL, AND TRANSGENDER (LGBT) CARE PROGRAMMING. DFMCH FACULTY DIRECT A POPULAR ELECTIVE FOR MEDICAL STUDENTS (FM326) AND RESIDENTS IN OTHER DEPARTMENTS SEEKING ADDITIONAL OPPORTUNITIES TO TRAIN AND DEVELOP COMMUNITY-MEDICINE-RELATED SKILLS WHERE LEARNERS ARE PAIRED WITH DFMCH FM RESIDENTS ROTATING ON THEIR COMMUNITY MEDICINE ROTATION. HTTPS://WWW.PENNMEDICINE.ORG/DEPARTMENTS-AND-CENTERS/FAMILY-MEDICINE-AND-C OMMUNITY-HEALTH/COMMUNITY-INITIATIVES/RESIDENCY-COMMUNITY-INITIATIVES - THE LUDMIR CENTER IS A NON-PROFIT AMBULATORY HEALTHCARE FACILITY SPECIALIZING IN THE PROVISION OF OBSTETRICAL, GYNECOLOGIC AND REPRODUCTIVE HEALTH SERVICES. LCWH PROVIDES QUALITY MEDICAL CARE TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. MOST PATIENTS HAVE LOW TO MODERATE INCOMES. AS A COMMUNITY BASED PRACTICE, LCWH OFFERS MORE THAN TRADITIONAL MEDICAL SERVICES. LCWH EMPLOYS A FULL-TIME SOCIAL WORKER WHO PROVIDES PSYCHOSOCIAL SUPPORT SERVICES. ADDITIONALLY, LCWH ADDRESSES SOME OF THE DIVERSE NEEDS OF ITS PATIENTS AND THEIR PARTNERS THROUGH THE FOLLOWING SERVICES AND PROGRAMS: - LATINA COMMUNITY HEALTH SERVICES (LCHS) IS AN INNOVATIVE PROGRAM THAT OFFERS PRENATAL AND GYNECOLOGIC SERVICES TO WOMEN WHO ARE UNABLE TO OBTAIN MEDICAL INSURANCE. IT IS FUNDED BY GRANTS AND CONTRIBUTIONS AND STAFFED BY PHYSICIANS, A NURSE PRACTITIONER, MEDICAL ASSISTANT AND PATIENT SERVICES COORDINATOR FROM PENN MEDICINE MEDICAL GROUP OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. LCHS ALSO PARTNERS WITH OTHER ENTITIES SUCH AS PENNSYLVANIA HOSPITALS DIABETES EDUCATION CENTER AND WOMENS SERVICES DEPARTMENT AS WELL AS COMMUNITY ORGANIZATIONS INCLUDING CASA DEL CARMEN AND HEALTH PROMOTIONS COUNCIL. THESE SERVICES INCLUDE INDIVIDUAL DIABETIC TEACHING, INFANT FEEDING CLASSES, FAMILY SERVICES AND HEALTHCARE NAVIGATION ASSISTANCE. - CHILDBIRTH EDUCATION CLASSES ARE TAUGHT BY LCWH REGISTERED NURSES WHO HAVE ALSO EARNED CHILDBIRTH EDUCATOR CERTIFICATION. THE CLASSES COVER SUCH TOPICS AS: WHAT TO EXPECT FROM AND HOW TO RECOGNIZE LABOR, RELAXATION TECHNIQUES AND MEDICAL OPTIONS FOR PAIN RELIEF IN LABOR, THE IMPORTANCE OF POST-PARTUM CARE, AND EARLY INFANT CARE/DEVELOPMENT. - MALE PARTNERS SERVICES: THE MALE PARTNERS OF LCWH FEMALE PATIENTS WHO TESTED POSITIVE FOR A SEXUALLY TRANSMITTED INFECTION ARE ABLE TO RECEIVE TREATMENT THROUGH THIS SENSITIVE AND CONFIDENTIAL SERVICE. - BREAST AND CERVICAL CANCER EARLY DETECTION PROGRAM IS A PENNSYLVANIA STATE-FUNDED PROGRAM THAT PROVIDES FREE CERVICAL CANCER AND BREAST SCREENINGS (INCLUDING PELVIC EXAMINATIONS, CLINICAL BREAST EXAMINATIONS, AND PAP SMEAR TESTING AND DIAGNOSTIC SERVICES) TO UNINSURED WOMEN BETWEEN THE AGES 21-64. - TOBACCO SMOKING CESSATION IS OFFERED IN THE EFFORT TO DECREASE TOBACCO SMOKING RATES AMONG PREGNANT WOMEN AND MOTHERS. EACH LCWH NURSE IS CERTIFIED BY THE HEALTH FEDERATION OF PHILADELPHIA IN PARTNERSHIP WITH THE PHILADELPHIA DEPARTMENT OF HEALTH TO PROVIDE COUNSELING ON SMOKING CESSATION AND REDUCTION IN EXPOSURE TO ENVIRONMENTAL SMOKE. - DICKENS CENTER FOR WOMENS HEALTH: THE HELEN O. DICKENS CENTER FOR WOMEN IN THE DEPARTMENT OF OBSTETRICS AND GYNECOLOGY IS COMMITTED TO PROVIDING PERSONALIZED CARE TO WOMEN OF ALL AGES, FULFILLING PENN MEDICINES PHILOSOPHY OF SERVING THE COMMUNITY. DR. DICKENS WAS THE FIRST FEMALE AFRICAN AMERICAN DOCTOR TO BECOME BOARD CERTIFIED IN OBSTETRICS AND GYNECOLOGY IN PHILADELPHIA AS WELL AS THE FIRST TO BE NAMED A FELLOW OF THE AMERICAN COLLEGE OF SURGEONS. SHE WORKED TO EDUCATE YOUNG WOMEN ABOUT THEIR REPRODUCTIVE HEALTH IN ORDER TO REDUCE THE INCIDENCE OF TEEN PREGNANCY AND SEXUALLY TRANSMITTED DISEASES. THE DICKENS CENTER SERVES MAINLY MEDICARE, MEDICAID AND UNINSURED PATIENTS. PENN MEDICINE OFFERS UNCOMPENSATED AND UNDERCOMPENSATED CARE FOR THOSE WHO QUALIFY, BASED ON FINANCIAL COUNSELING. THE CENTER OFFERS PRENATAL CARE, GYNECOLOGY AND COLPOSCOPY SERVICES. THE CENTER HAS ESTABLISHED WORKING RELATIONSHIPS AND PROGRAMS WITH CITY AND COMMUNITY AGENCIES, STATE-FUNDED PROGRAMS AND MANAGED CARE ORGANIZATIONS, TO ENSURE THAT WOMEN HAVE ACCESS TO THE SERVICES THAT FIT THEIR EDUCATIONAL, FINANCIAL AND PSYCHOSOCIAL NEEDS. THE CENTER ALSO PROVIDES CARE AT THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTHS HEALTH CENTER 3 AND OFFERS CONSULTATIONS AND CARE FOR WOMEN WITH COMPLEX MEDICAL AND OBSTETRIC CONDITIONS OR FETAL ANOMALIES. THE CENTERS INTEGRATED HIGH-RISK PROGRAM COMBINES CARE COORDINATORS, PHYSICIANS AND NURSE PRACTITIONERS ALLOWING US TO PROVIDE A UNIQUE LEVEL OF CONTINUITY FOR OUR PATIENTS. - THE HEART SAFE MOTHERHOOD PROGRAM: FOR WOMEN THAT HAVE BEEN DIAGNOSED WITH PREECLAMPSIA DURING THEIR PREGNANCY, CLINICAL RECOMMENDATIONS ENCOURAGE NEW MOMS TO SCHEDULE A FOLLOW-UP VISIT WITH THEIR DOCTOR WITHIN A WEEK OF DELIVERY TO HAVE THEIR BLOOD PRESSURE CHECK. FOR MANY WOMEN, COMING TO THE OFFICE AFTER HAVING A NEWBORN IS DIFFICULT FOR A VARIETY OF REASONS. THIS PROGRAM IS A FIRST-OF-ITS-KIND TEXT-MESSAGE BASED PROGRAM THAT MAKES POSTPARTUM BLOOD PRESSURE MONITORING MORE CONVENIENT FOR WOMEN DIAGNOSED WITH PREECLAMPSIA AND OTHER BLOOD PRESSURE DISORDERS DURING PREGNANCY AND PROMOTES COMMUNICATION WITH THEIR CARE TEAM WITHOUT VISITING A DOCTORS OFFICE. VISITING A DOCTORS OFFICE. |
| FORM 990, PART III, LINE 4B (CONT.) | - PUENTES DE SALUD/BRIDGES OF HEALTH, A NONPROFIT ORGANIZATION VOLUNTARILY STAFFED BY PENN MEDICINE DOCTORS, NURSES, AND MEDICAL STUDENTS, PROVIDES LOW-COST PRIMARY CARE TO UNDOCUMENTED AND UNINSURED LATINO IMMIGRANTS. IT WAS ESTABLISHED IN 2002 BY A PENN EMERGENCY MEDICINE PHYSICIAN WHO OVERSEES THE PROGRAM ON A VOLUNTEER BASIS. PUENTES HAS GROWN TO INCLUDE SERVICES BY STUDENTS FROM PENN'S SCHOOLS OF SOCIAL POLICY & PRACTICE, LAW, AND DENTAL MEDICINE -- AS WELL AS STUDENTS FROM OTHER AREA UNIVERSITIES AND HOSPITALS. TRAINED PROMOTORAS DE SALUD/HEALTH PROMOTERS FROM THE COMMUNITY ESCORT PATIENTS TO THEIR VISITS AND ENSURE COMPLIANCE WITH THEIR HEALTH CARE MANAGEMENT PLANS. MORE RECENTLY, THE ORGANIZATION EXPANDED TO INCLUDE PUENTES HACIA EL FUTURO, AN AFTER-SCHOOL PROGRAM FOR ELEMENTARY SCHOOL STUDENTS, WHICH NOW INCLUDES MORE THAN 100 VOLUNTEER TUTORS FROM PENN AND AREA COLLEGES. HTTP://WWW.PUENTESDESALUD.ORG/ - THE PENN ASIAN HEALTH INITIATIVES (PAHI) IS STAFFED BY PENN MEDICINE FACULTY, FAMILY MEDICINE RESIDENTS, AND MEDICAL STUDENTS FROM THE ASIAN AND PACIFIC AMERICAN MEDICAL STUDENT ASSOCIATION. PAHI IS BASED IN THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH. IT PROVIDES PRIMARY HEALTH CARE SERVICES, INCLUDING TESTING, TREATMENT, AND EDUCATION, TO LOW-INCOME ASIAN IMMIGRANTS, MOSTLY NON-ENGLISH SPEAKING INDONESIAN AND VIETNAMESE PATIENTS. THE PROGRAMS ASIAN PHYSICIANS ALSO MENTOR PENNS ASIAN MEDICAL STUDENTS, UNDERGRADUATES, AND PUBLIC-HEALTH GRADUATE STUDENTS. - PENN MEDICINE CENTER FOR COMMUNITY HEALTH WORKERS IMPACT PROGRAM: IMPACT IS A STANDARDIZED, SCALABLE COMMUNITY HEALTH WORKER (CHW) PROGRAM IN WHICH PENN MEDICINE HIRES, TRAINS AND DEPLOYS TRUSTED LAYPEOPLE FROM LOCAL COMMUNITIES TO HELP PATIENTS ADDRESS THE SOCIAL DETERMINANTS OF HEALTH, INCLUDING ACCESSING BEHAVIORAL HEALTH, ADDRESSING SUBSTANCE ABUSE, CONNECTING TO HEALTHY FOOD, HOUSING, TRANSPORTATION, AND ENGAGING IN CHRONIC DISEASE PREVENTION. THE PROGRAM HAS BEEN DELIVERED TO NEARLY 10,000 HIGH-RISK PATIENTS AND PROVEN IN THREE RANDOMIZED CONTROLLED TRIALS TO IMPROVE CHRONIC DISEASE CONTROL, MENTAL HEALTH AND QUALITY OF CARE WHILE REDUCING TOTAL HOSPITAL DAYS BY 65%. IN ADDITION, CHWS FACILITATE MEET UP GROUPS FOR COMMUNITY MEMBERS WHICH INCLUDE THINGS LIKE COOKING DEMONSTRATIONS, FINANCIAL PLANNING, BEREAVEMENT SUPPORT, ETC. (PATIENTS CHOOSE THE TOPICS, CHWS ARRANGE GUEST SPEAKERS AND FACILITATE). IMPACT ALSO SUPPORTS THE VETERAN COMMUNITY THROUGH CREATING COMMUNITY GARDENS, CONNECTING THEM TO EDISON HIGH SCHOOL TO DO MENTORING, BOWLING EVENTS, ETC.) MORE THAN 1,000 ORGANIZATIONS HAVE ACCESSED OUR CHW TOOLKIT AND WE PROVIDE TECHNICAL ASSISTANCE TO HELP ORGANIZATIONS AROUND THE COUNTRY CREATE, LAUNCH AND SUSTAIN EFFECTIVE CHW PROGRAMS. LINK: HTTP://CHW.UPENN.EDU/IMPACT - CUT HYPERTENSION, FOUNDED IN 2010 AND OPERATED BY PENN MEDICAL STUDENTS, PROVIDES ONSITE BLOOD PRESSURE SCREENINGS AT WEST PHILADELPHIA BARBERSHOPS. THE MEDICAL STUDENTS ENCOURAGE THIS PARTICULAR COMMUNITY TO SEEK SUSTAINED HEALTHCARE AND PROVIDE INFORMATION ON ACCESSING LOCAL PHYSICIANS. THEY ALSO DISPENSE PROVEN RECOMMENDATIONS FOR LOWERING BLOOD PRESSURE AND SEEK TO INFORM PEOPLE OF MEDICAL MISCONCEPTIONS. A KEY TO THE PROGRAMS SUCCESS IS THAT THE SCREENINGS OCCUR IN FRIENDLY, COMMUNITY ENVIRONMENTS BEARING NO RESEMBLANCE TO A DOCTORS OFFICE, WHERE PATIENTS OFTEN ARE AFRAID TO SPEAK CANDIDLY OR ASK QUESTIONS. THE PROGRAMS BIGGEST SUPPORTERS ARE THE BARBERSHOP OWNERS AND THEIR EMPLOYEES WHO NOW VIEW CUT HYPERTENSION AS AN INTEGRAL PART OF THEIR SERVICE TO THEIR CUSTOMERS. HTTP://WWW.MED.UPENN.EDU/DIVERSITYUME/STUDENTLEDCLINICS.HTML - UNIVERSITY CITY HOSPITALITY COALITION (UCHC) MEDICAL CLINIC, OPENED IN 1989, IS ONE OF ELEVEN COMMUNITY-BASED HEALTH CARE INITIATIVES SUPPORTED BY MEDICAL STUDENTS AND FACULTY AT THE PERELMAN SCHOOL OF MEDICINE. AT UCHC, PENN MEDICAL STUDENTS PROVIDE FREE MEDICAL CARE, EDUCATION, AND REFERRAL SERVICES TO LOW-INCOME INDIVIDUALS AND PEOPLE EXPERIENCING HOMELESSNESS. VOLUNTEER PENN PHYSICIANS, RESIDENTS, AND PHARMACISTS DELIVER AND HELP OVERSEE CARE IN THE CLINIC. UCHC ALSO WORKS TO PROVIDE THE COMMUNITY WITH SPECIALTY CLINICS RANGING FROM PHYSICAL MEDICINE AND REHABILITATION TO THE AGNEW SURGICAL CLINIC. HTTP://WWW.MED.UPENN.EDU/DIVERSITYUME/STUDENTLEDCLINICS.HTML HTTPS://WWW.UCHCPHILADELPHIA.ORG/ - COMMUNITY-ACADEMIC PARTNERSHIPS TO INCREASE PHYSICAL ACTIVITY (CAP-IPA) AND DANCE FOR HEALTH: PENN MEDICINE FACULTY AND STAFF PARTICIPATE IN THE UNIVERSITY OF PENNSYLVANIA SCHOOL OF NURSINGS STUDENT-LED COMMUNITY CHAMPIONS PROGRAM - WHICH COMPRISES 15 INITIATIVES - BRINGS NURSING STUDENTS OUT OF THE CLASSROOM AND INTO THE GREATER PHILADELPHIA COMMUNITY TO SHARE THEIR SKILLS AND LEARN FROM THEIR EXPERIENCES. THE COMMUNITY CHAMPIONS PROGRAM IS THE VEHICLE BY WHICH THE SCHOOL OF NURSING PROMOTES HEALTHY LIFESTYLES AND PROVIDES COMMUNITY MEMBERS ACROSS THE LIFESPAN WITH HEALTH SCREENING AND INFORMATION ABOUT NUTRITION AND DIET, PHYSICAL ACTIVITY, NEWBORN CARE, BREAST CANCER AWARENESS, AND SEXUAL HEALTH. ONE PROGRAM, DANCE FOR HEALTH, IS A PROGRAM FOR ALL AGES THAT HAS ENGAGED OVER 1,000 COMMUNITY MEMBERS, FOUR SITES AND OFFERS FREE DANCE FITNESS CLASSES AIMED TO EMPOWER COMMUNITY MEMBERS. CLASSES ARE OFFERED IN CONCERT WITH LOCAL COMMUNITY ORGANIZATIONS. - THROUGH THE HEALTH SCIENCE EXPLORATION PROGRAM (HSE), MEDICAL STUDENTS, IN COLLABORATION WITH THE UNIVERSITYS NETTER CENTER FOR COMMUNITY PARTNERSHIPS, HELP 6TH-8TH GRADERS INTERACTIVELY EXPLORE HEALTH TOPICS RELEVANT TO THEIR COMMUNITY. THE MISSION OF HSE IS: > TO INCREASE HEALTH KNOWLEDGE AND SKILLS OF MIDDLE SCHOOL STUDENTS THROUGH AN ENGAGING, INTERACTIVE CURRICULUM > TO EMPOWER THESE STUDENTS TO SHARE THEIR KNOWLEDGE AND PROMOTE HEALTH WITHIN THEIR COMMUNITY > TO STRENGTHEN A COLLABORATIVE, COMMUNITY-CENTERED PARTNERSHIP BETWEEN SOUTHWEST PHILADELPHIA AND PENN > TO DIMINISH EDUCATION-RELATED DISPARITIES BY CREATING LESSONS THAT ADHERE TO STATE STANDARDS AND ARE DELIVERED WITH RESPECT AND EQUITY. - COLORECTAL CANCER SCREENING: THE FREE WEST PHILADELPHIA COLORECTAL CANCER SCREENING PROGRAM WAS STARTED BY TWO PENN PHYSICIANS TO IMPROVE COLORECTAL HEALTH AMONG AFRICAN AMERICAN RESIDENTS OF OUR COMMUNITY. A TRAINED PATIENT-NAVIGATOR HELPS PATIENTS SCHEDULE THE PROCEDURE AND UNDERSTAND THE PREPARATION PROCESS FOR COLORECTAL CANCER SCREENING. THE NAVIGATORS ALSO SUPPLY FREE PREPARATION MATERIALS AND TRANSPORTATION TO AND FROM THE PROCEDURE, AND ENSURE THAT PATIENTS RECEIVE INFORMATION MATCHED TO THEIR LEVEL OF HEALTH LITERACY. PROGRAM STAFF WORK WITH COMMUNITY ORGANIZATIONS ON EDUCATING RESIDENTS ON THE IMPORTANCE OF SCREENING AND ABOUT THE PENN INITIATIVE. SINCE THE PROGRAMS INCEPTION IN 2011, OVER 700 PATIENTS FROM WEST, SOUTH AND SOUTHWEST PHILADELPHIA WHO PREVIOUSLY COULD NOT ACCESS COLONOSCOPY HAVE BEEN SCREENED WITH COLONOSCOPY. 43% OF THESE PATIENTS HAD AT LEAST ONE PRECANCEROUS POLYP WHICH WAS REMOVED AND 5 PATIENTS WERE FOUND TO HAVE COLORECTAL CANCER AND HAVE RECEIVED TREATMENT AT PENN MEDICINE. THESE STATISTICS SUGGEST THAT THIS PROGRAM WILL HAVE A SIGNIFICANT IMPACT IN REDUCING THE NUMBER OF COLORECTAL CANCER CASES IN OUR COMMUNITIES. HTTPS://HEALTHCAREINNOVATION.UPENN.EDU/SOI - PENN MEDICINE BREAST HEALTH INITIATIVE: IN RECOGNITION OF THE BARRIERS TO SCREENING AND TREATMENT FOR BREAST CANCER, PENN MEDICINE OFFERS BREAST SCREENINGS AS WELL AS DIAGNOSTIC AND TREATMENT SERVICES TO UNDERSERVED AND UNINSURED WOMEN IN PARTNERSHIP WITH MORE THAN A DOZEN NONPROFITS AND CLINICS IN THE REGION. SINCE THE PROGRAMS INCEPTION IN 2014, IT HAS PROVIDED FREE MAMMOGRAMS TO OVER 3,000 WOMEN. OVER 50% OF THE WOMEN IN THIS PROGRAM ARE LATINA AND 28% ARE AFRICAN AMERICAN; 56% DO NOT SPEAK ENGLISH. TO DATE, 35 CASES OF BREAST CANCER HAVE BEEN IDENTIFIED AND TREATED. |
| FORM 990, PART III, LINE 4B (CONT.) | ITS PUBLIC EDUCATION FUNCTION IS ALSO CONDUCTED BY REGULARLY PROVIDING HEALTH-RELATED INFORMATION TO PRINT, ELECTRONIC, AND INTERNET MEDIA FOR BROAD PUBLIC DISSEMINATION. IN ADDITION, EDUCATIONAL PROGRAMS IN AREA HIGH SCHOOLS FAMILIARIZE AND PREPARE YOUNG PEOPLE FOR CAREERS IN THE HEALTH CARE ARENA. PENN PHYSICIANS, PHARMACISTS, NURSES, RESIDENTS, STAFF, AND MEDICAL STUDENTS SHARE THEIR EXPERTISE AT FREE COMMUNITY EVENTS AND HEALTH FAIRS EVERY YEAR. EXAMPLES INCLUDE: VISION, GLUCOSE, BLOOD PRESSURE, ORAL CANCER, SKIN CANCER, AND KIDNEY DISEASE SCREENINGS; CPR TRAINING; HYPERTENSION SCREENINGS, AWARENESS, AND EDUCATION AT LOW-INCOME HOUSING LOCATIONS; WELLNESS EDUCATION AND ACTIVITY AT LOCAL SENIOR HOMES; MANDARIN, TAIWANESE, AND CHINESE-LANGUAGE PRESENTATIONS AT COMMUNITY EVENTS; HIV/AIDS AWARENESS EDUCATION AND TESTING; AND STOP THE BLEED EDUCATION. PENN MEDICINE ALSO OPERATES THE HEALTH EDUCATION TENT FOR THE AFRICAN AMERICAN-THEMED ODUNDE FESTIVAL, WHICH ATTRACTS 500,000 PEOPLE ANNUALLY. AS A SERVICE TO THE COMMUNITY, UPHS ALSO LINKS ELIGIBLE PATIENTS WITH APPROPRIATE SUBSIDIZED HEALTH CARE AND FINANCIAL AID RESOURCES INCLUDING PATIENTS FROM THE CITY'S DISTRICT HEALTH CENTERS WHO REQUIRE SPECIALIZED CARE NOT AVAILABLE IN THE COMMUNITY SETTING. UPHS FACULTY ALSO VOLUNTEER THEIR EXPERTISE TO NUMEROUS PUBLIC HEALTH COMMITTEES AND AGENCIES AT THE COMMUNITY, STATE, AND NATIONAL LEVEL, AS WELL AS PROFESSIONAL ORGANIZATIONS RESPONSIBLE FOR SETTING BEST-PRACTICE GUIDELINES. PENN FACULTY ALSO PROVIDE PROFESSIONAL GUIDANCE AND COUNSEL TO PATIENT ADVOCACY ORGANIZATIONS THROUGHOUT THE AREA. HTTP://WWW.UPHS.UPENN.EDU/NEWS/ HTTP://WWW.PENNMEDICINE.ORG/HEALTH-SYSTEM/ABOUT/COMMUNITY/COMMUNITY-EVENTS .HTML SEE SCHEDULE H, PART VI FOR ADDITIONAL DETAILS REGARDING SOME OF THE VARIOUS ADDITIONAL COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. -------------------- |
| FORM 990, PART IV, LINE 28 & FORM 990, SCHEDULE L, PART IV | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. FOR THE YEAR ENDED JUNE 30, 2019, NO TRANSACTIONS WERE IDENTIFIED THAT WERE REQUIRED TO BE DISCLOSED ON FORM 990, SCHEDULE L, PART IV. -------------------- |
| FORM 990, PART V, LINE 4(B) | ADDITIONAL FOREIGN COUNTRIES WHERE BANK ACCOUNTS ARE HELD TURKEY UNITED KINGDOM - SEE ATTACHMENT 2 FOR ADDITIONAL FOREIGN COUNTRIES WHERE BANK ACCOUNTS ARE HELD -------------------- |
| FORM 990, PART VI, SECTION A, LINE 5 | DETAIL REGARDING DIVERSION OF ASSETS THROUGH A ROUTINE AUDIT OF THE UNIVERSITY'S GRANT DISBURSEMENTS PROGRAM, THE UNIVERSITY LEARNED OF A DIVERSION OF ITS ASSETS DURING THE FISCAL YEAR ENDED JUNE 30, 2019. THE NATURE OF THE DIVERSION CONSISTED OF AMOUNTS BEING PAID FROM FEDERAL GRANTS TO FORMER UNIVERSITY EMPLOYEES FOR WORK WHICH WAS NOT PROPERLY SUBSTANTIATED. THE TOTAL AMOUNT OF ASSETS DIVERTED TOTALED $309,058.51. THE UNIVERSITY HAS TAKEN SEVERAL CORRECTIVE ACTIONS, INCLUDING VOLUNTARY DISCLOSURE AND REPAYMENT TO THE PROGRAM SPONSOR, ENHANCED INTERNAL CONTROLS, PROCEDURES AND TRAINING, AS WELL AS A CHANGE IN PROGRAM SUPERVISION AND HIRING PRACTICES. FURTHER, THE UNIVERSITY HAS TAKEN ALL POSSIBLE ACTIONS TO RECOVER THE AMOUNTS. -------------------- |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEW PROCESS THE FIRST DRAFT OF THE FEDERAL FORM 990 IS RECEIVED FROM OUR TAX CONSULTING FIRM, PRICEWATERHOUSECOOPERS LLP ("PWC"), ON APPROXIMATELY MARCH 15TH OF THE FILING YEAR AND REVIEWED BY THE ASSOCIATE COMPTROLLER. THE FORM 990 IS THEN DISTRIBUTED TO VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS, INCLUDING THE COMPTROLLER, CFO OF THE HEALTH SYSTEM, AND VICE PRESIDENT FOR FINANCE AND TREASURER PRIOR TO MEETING WITH PWC AND THE ASSOCIATE COMPTROLLER TO DISCUSS AND FINALIZE THE FORM. A "FINAL" DRAFT COPY OF THE FEDERAL FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE AUDIT AND COMPLIANCE COMMITTEE PRIOR TO THE FILING DEADLINE. THE FINAL COPY OF THE FEDERAL FORM 990 IS POSTED TO THE TRUSTEES' WEB SITE FOR DISTRIBUTION AND REVIEW BY ALL TRUSTEES PRIOR TO THE ACTUAL FILING DEADLINE. -------------------- |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; (5) MEMBERS OF THE INVESTMENT BOARD; AND (6) KEY EMPLOYEES. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. -------------------- |
| FORM 990, PART VI, SECTION B, LINE 15 | COMPENSATION PROCESS THE MEMBERSHIP OF THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST 5 DISINTERESTED, VOTING MEMBERS OF THE BOARD OF TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA. THE COMMITTEE HAS THE AUTHORITY AND RESPONSIBILITY BOTH FOR PROVIDING OVERSIGHT AND REVIEW OF THE EXECUTIVE COMPENSATION PROCESS, OVERSIGHT AND REVIEW OF THE ACTUAL COMPENSATION DECISIONS, AND FOR REVIEWING ACTUAL AND PERCEIVED CONFLICT OF INTEREST TRANSACTIONS INVOLVING TRUSTEES AND STATUTORY OFFICERS ACCORDING TO GUIDELINES ESTABLISHED BY THE UNIVERSITY'S CONFLICT-OF-INTEREST POLICY AS ADOPTED BY THE BOARD OF TRUSTEES. THE COMMITTEE ADOPTS AND IMPLEMENTS EXECUTIVE COMPENSATION PRINCIPLES, AND IS ACCOUNTABLE FOR THE COMPENSATION AND BENEFITS ARRANGEMENTS OF THE PRESIDENT AND HER DIRECT REPORTS, THE STATUTORY OFFICERS, SENIOR ACADEMIC OFFICIALS, DEANS, OTHER KEY EMPLOYEES, AND ALL THOSE INDIVIDUALS WHO ARE POTENTIALLY DISQUALIFIED PERSONS WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS LEGISLATION. THE COMMITTEE MAY PERIODICALLY REVIEW THE COMPENSATION AND BENEFITS OF OTHER HIGHLY COMPENSATED INDIVIDUALS, EVEN IF THEY ARE NOT DEEMED TO EXERCISE "SUBSTANTIAL INFLUENCE" OVER THE UNIVERSITY. THE COMPENSATION SUBCOMMITTEE (CREATED TO CONFORM TO CERTAIN PROCEDURES IN DOCUMENTING REASONABLE SALARIES FOR THE OFFICERS OF THE UNIVERSITY), MEETS AT LEAST TWICE A YEAR TO REVIEW APPROPRIATE DATA, INCLUDING COMPARABLE SALARIES, IN ORDER TO REPORT ITS CONCLUSIONS AND RECOMMENDATIONS ON OFFICERS' SALARIES FOR FINAL APPROVAL. THE COMPENSATION SUBCOMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY TO SERVE AS A CONSULTANT. -------------------- |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS AVAILABILITY TO THE PUBLIC GOVERNING DOCUMENTS - OFFICIAL RECORDS GENERATED OR RECEIVED BY THE ADMINISTRATIVE AND ACADEMIC OFFICES OF THE UNIVERSITY IN THE CONDUCT OF THEIR BUSINESS ARE THE PROPERTY OF THE UNIVERSITY AND MAY BECOME ARCHIVAL MATERIAL. THE ARCHIVED RECORDS ARE AVAILABLE THROUGH THE UNIVERSITY ARCHIVES AND RECORDS CENTER WEB SITE HTTP://WWW.ARCHIVES.UPENN.EDU UNDER UNIVERSITY RECORDS CENTER. FORM 1023 - SINCE THE UNIVERSITY HAS BEEN IN EXISTENCE SINCE 1740, THE ORGANIZATION WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, ITS IRC SECTION 501(C)(3) TAX-EXEMPT STATUS IS GRANDFATHERED BY THE IRS. CONFLICT OF INTEREST POLICIES - POLICIES, STATEMENTS, AND GUIDELINES ARE AVAILABLE TO THE PUBLIC ON THE OFFICE OF THE AUDIT, COMPLIANCE, AND PRIVACY WEB SITE AT HTTP://WWW.UPENN.EDU/OACP/ UNDER PRINCIPLES OF RESPONSIBLE CONDUCT. FINANCIAL STATEMENTS - THE UNIVERSITY'S ANNUAL REPORT IS PRODUCED BY THE OFFICE OF THE VICE PRESIDENT FOR FINANCE AND TREASURER IN CONJUNCTION WITH THE OFFICE OF THE COMPTROLLER AND INCLUDES THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, SUMMARY OF ENDOWMENT PERFORMANCE, AND MESSAGES FROM EXECUTIVE MANAGEMENT. ANNUAL REPORTS ARE PUBLISHED AFTER THE CLOSE OF EACH FISCAL YEAR (JULY 1 TO JUNE 30) AND ARE AVAILABLE ON THE COMPTROLLER WEB SITE AT HTTP://WWW.FINANCE.UPENN.EDU/COMPTROLLER UNDER FINANCIAL REPORTS. -------------------- |
| FORM 990, PART X | BALANCE SHEET CERTAIN PRIOR YEAR BALANCES HAVE BEEN RESTATED TO CONFORM TO THE CURRENT YEAR PRESENTATION. -------------------- |
| FORM 990, PART XI, LINE 9 | DETAIL OF OTHER CHANGES IN NET ASSETS PENSION & OTHER POSTRETIREMENT PLAN ADJ. $(342,137,000) ------------- TOTAL $(342,137,000) -------------------- |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Foreign PostalForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| UNIV OF PENN (HK) FND LTD | ||||||||||
| ROOM 8 7/F K WAH CENTRE | JAVA RD | HONG KONG | HK | 981062727 | CHARITY | HK | $980 | $2,235,097 | TRUSTEES | |
| UNIV OF PENN USA FOUNDATION LTD | ||||||||||
| 19 NORCOTT ROAD | LONDON | ENGLAND | UK | 980387770 | CHARITY | UK | $230,330 | $954,307 | TRUSTEES | N167EJ |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (47 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THE LEONARD AND MADLYN ABRAMSON INST | ||||||||||
| 421 CURIE BLVD 450 BRB II/III | PHILADELPHIA | PA | 19104 | 232929823 | MED RESEARCH | PA | 501(c)(3) | 4 | NA | false |
| CARL V S PATTERSON 19 UN OF PA | ||||||||||
| C/O PNC BANK 620 LIBERTY AVE 10FL | PITTSBURGH | PA | 15222 | 236415355 | SUPPORT TRUST | PA | 4947(A)(1) | N/A | NA | false |
| CHESTER COUNTY HOSPITAL & HEALTH SYSTEM | ||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 264233321 | MGMT SRVCS | PA | 501(C)(3) | 12, I | TRUSTEES | Yes (true) |
| CLINICAL CARE ASSOCIATES OF UPHS | ||||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232729852 | HEALTHCARE | PA | 501(c)(3) | 10 | TRUSTEES | Yes (true) |
| FRANKLIN SPECIALTY PHYSICIANS | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 232992715 | SUPPORT ORG | PA | 501(c)(3) | 12, II | PA HOSPITAL | Yes (true) |
| LANCASTER GENERAL HEALTH | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 232250941 | SUPPORT ORG | PA | 501(C)(3) | 12, II | TRUSTEES | Yes (true) |
| LANCASTER GENERAL HEALTH COLUMBIA CENTER | ||||||||||
| 306 NORTH 7TH STREET | COLUMBIA | PA | 17512 | 230485650 | FACILITY MGMT | PA | 501(C)(3) | 3 | LG HOSPITAL | Yes (true) |
| LANCASTER GENERAL HEALTH FOUNDATION | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 205767147 | FUNDRAISING | PA | 501(C)(3) | 7 | NA | Yes (true) |
| LANCASTER GENERAL HEALTH HOLDINGS | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 204943109 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | Yes (true) |
| LANCASTER GENERAL HOSPITAL | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 231365353 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | Yes (true) |
| LANCASTER GENERAL MEDICAL GROUP | ||||||||||
| 1030 NEW HOLLAND AVENUE | LANCASTER | PA | 17601 | 232777286 | HEALTHCARE | PA | 501(C)(3) | 3 | LG HEALTH | Yes (true) |
| MORRIS EST LYDIA T DECD TW | ||||||||||
| 1525 W WT HARRIS BLVD | CHARLOTTE | NC | 28262 | 236210940 | SUPPORT TRUST | PA | 501(C)(3) | 12, III-FI | NA | false |
| NEIGHBORHOOD HEALTH AGENCIES INC | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324782 | NURSING | PA | 501(C)(3) | 12, I | CCH&HS | Yes (true) |
| NEIGHBORHOOD LEAGUE HEALTH SERVICES | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324787 | HEALTH SRVCS | PA | 501(C)(3) | 10 | CCH&HS | Yes (true) |
| NEIGHBORHOOD VISITING NURSE ASSOCIATION | ||||||||||
| 795 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 231352243 | NURSING | PA | 501(C)(3) | 7 | CCH&HS | Yes (true) |
| OAP INC | ||||||||||
| 3451 WALNUT STREET ROOM 748 | PHILADELPHIA | PA | 19104 | 231986931 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| PENN CENTER FOR REHAB AND CARE | ||||||||||
| 3609 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 232422635 | HEALTHCARE | PA | 501(c)(3) | 3 | PMC | Yes (true) |
| PENN CLUB OF NEW YORK INC | ||||||||||
| 30 WEST 44TH STREET | NEW YORK | NY | 10036 | 232726687 | CLUB | NY | 501(c)(7) | N/A | NA | false |
| PENN PRAXIS INC | ||||||||||
| 210 SOUTH 34TH STREET | PHILADELPHIA | PA | 19104 | 752974931 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| PENN PRESS INC | ||||||||||
| 3905 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 231876142 | PUBLISHING | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| PENNSYLVANIA COLLEGE OF HEALTH SCIENCES | ||||||||||
| 850 GREENFIELD ROAD | LANCASTER | PA | 17601 | 061645496 | HEALTH EDU | PA | 501(C)(3) | 2 | LG HOSPITAL | Yes (true) |
| PENNSYLVANIA HOSPITAL OF UPHS | ||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 311538725 | HEALTHCARE | PA | 501(C)(3) | 3 | TRUSTEES | Yes (true) |
| PGH DEVELOPMENT CORP | ||||||||||
| 426 CURIE BLVD | PHILADELPHIA | PA | 19104 | 232351015 | SUPPORT ORG | PA | 501(c)(3) | 12, I | NA | false |
| PHOENIXVILLE HOSPITAL OF UPHS | ||||||||||
| 3001 MARKET STREET 3RD FLOOR | PHILADELPHIA | PA | 19104 | 232901089 | SUPPORT ORG | PA | 501(c)(3) | 3 | TRUSTEES | Yes (true) |
| PRESBYTERIAN ANESTHESIOLOGY FOUNDATION | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232561573 | SUPPORT ORG | PA | 501(c)(3) | 12, I | PMC | Yes (true) |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232810852 | HEALTHCARE | PA | 501(c)(3) | 3 | TRUSTEES | Yes (true) |
| PRESBYTERIAN MULTI-SPECIALTY GROUP | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232723154 | HEALTHCARE | PA | 501(c)(3) | 10 | PMC | Yes (true) |
| PRESBYTERIAN PERSONAL CARE RESIDENCE | ||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232294713 | HEALTHCARE | PA | 501(c)(3) | 12, I | PMC | Yes (true) |
| PRINCETON HEALTHCARE SYSTEM FDN INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222225911 | SUPPORT PHCS | NJ | 501(C)(3) | 7 | PHCS HOLDING | Yes (true) |
| PRINCETON HLTHCARE SYSTEM HOLDING INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223493256 | SUPPORT ORG | NJ | 501(C)(3) | 12, I | TRUSTEES | Yes (true) |
| PRINCETON MEDICAL PROPERTIES INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 220022702 | REAL ESTATE | NJ | 501(C)(2) | N/A | PHCS HOLDING | Yes (true) |
| PRINCETON CAREGIVERS INC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 222842773 | HOMECARE SVCS | NJ | 501(C)(3) | 3 | PHCS HOLDING | Yes (true) |
| PRINCETON HEALTHCARE AFFILIATED PHYS PC | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 264203938 | HEALTHCARE | NJ | 501(C)(3) | 10 | PHCS HOLDING | Yes (true) |
| PRINCETON HEALTHCARE SYSTEM | ||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 210635009 | HEALTHCARE | NJ | 501(C)(3) | 3 | PHCS HOLDING | Yes (true) |
| SS HUEBNER FOUNDATION FOR INSURANCE EDUC | ||||||||||
| 3000 STEINBERG HALL | PHILADELPHIA | PA | 19104 | 236297325 | EDU SUPPORT | PA | 501(c)(3) | 12, I | NA | false |
| THE ASC TRUST OF THE UNIV OF PA | ||||||||||
| 1500 MARKET ST STE 3500E | PHILADELPHIA | PA | 19102 | 810550464 | BUS. TRUST | PA | 501(c)(3) | 8 | NA | false |
| CHESTER COUNTY HOSPITAL | ||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 230469150 | HEALTHCARE | PA | 501(C)(3) | 3 | CCH&HS | Yes (true) |
| THE HEART GROUP OF LANCASTER GEN HEALTH | ||||||||||
| 217 HARRISBURG AVENUE | LANCASTER | PA | 17603 | 300634510 | CARDIOLOGY | PA | 501(C)(3) | 3 | LG HEALTH | Yes (true) |
| UNITED AUXILIARIES TO LANCASTER GEN HOS | ||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 231976868 | SUPPORT ORG | PA | 501(C)(3) | 10 | NA | false |
| UNIVERSITY CITY ASSOCIATES INC | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 233021159 | SUPPORT ORG | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| UNIVERSITY CLUB AT PENN INC | ||||||||||
| 3611 WALNUT STREET | PHILADELPHIA | PA | 19104 | 236299508 | FAC. CLUB | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| UPENN INTERNATIONAL | ||||||||||
| 3451 WALNUT STREET SUITE 731 | PHILADELPHIA | PA | 19104 | 454985731 | SUPPORT ORG | PA | 501(C)(3) | 12, I | TRUSTEES | Yes (true) |
| UPENN MASTER RETIREMENT TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19104 | 043574136 | RETIRE TRUST | PA | 501(A) | N/A | TRUSTEES | Yes (true) |
| UPENN RETIREE BENEFITS TRUST | ||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 232769744 | BENEFITS | PA | 501(c)(3) | 12, I | TRUSTEES | Yes (true) |
| WISSAHICKON HOSPICE OF UPHS | ||||||||||
| 150 MONUMENT ROAD SUITE 300 | BALA CYNWYD | PA | 19004 | 232152662 | HOSPICE CARE | PA | 501(c)(3) | 10 | TRUSTEES | Yes (true) |
| WOMEN'S AND CHILDREN'S HEALTH SERVICES | ||||||||||
| 700 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232248956 | HEALTHCARE | PA | 501(c)(3) | 3 | PA HOSPITAL | Yes (true) |
| AFFILIA HOME HEALTH | ||||||||||
| 1811 OLDE HOMESTEAD LANE | LANCASTER | PA | 17601 | 231352572 | HOME HEALTH | PA | 501(C)(3) | 7 | LG HEALTH | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ARI 1740 FUND | ||||||||||||||||||||
| N SETSON AVE STE 5500 | CHICAGO | IL | 60601 | 320472404 | INVESTMENT | IL | TRUSTEES | EXCLUDED FROM TAX | -$8,557,173 | $154,204,564 | false | $0 | false | 0.99989 | ||||||
| DVG 1740 FUND LP | ||||||||||||||||||||
| ONE FAWCETT PLACE | GREENWICH | CT | 06830 | 800961539 | INVESTMENT | CT | TRUSTEES | EXCLUDED FROM TAX | $25,593,254 | $239,919,157 | false | $0 | false | 0.09914 | ||||||
| EAST MARSHALL STREET PARTNERSHIP LP | ||||||||||||||||||||
| 929 SOUTH HIGH STREET | WEST CHESTER | PA | 19382 | 232902742 | INVESTMENT | PA | NA | N/A | false | |||||||||||
| FERN HILL PARTNERSHIP III LP | ||||||||||||||||||||
| 929 SOUTH HIGH STREET | WEST CHESTER | PA | 19382 | 300409614 | RENTAL | PA | NA | N/A | false | |||||||||||
| FERN HILL LLC | ||||||||||||||||||||
| 929 SOUTH HIGH STREET | WEST CHESTER | PA | 19382 | 233005147 | RENTAL | PA | NA | N/A | false | |||||||||||
| GALLOPAVO LP | ||||||||||||||||||||
| 2000 McKINNEY AVE STE 2125 | DALLAS | TX | 75201 | 464621967 | INVESTMENT | TX | TRUSTEES | EXCLUDED FROM TAX | -$7,510,250 | $125,363,310 | false | -$1,024,025 | false | 1.00000 | ||||||
| JOG V C LIMITED PARTNERSHIP | ||||||||||||||||||||
| INVESTMENT | TRUSTEES | EXCLUDED FROM TAX | $8,366 | $12,717,057 | false | $0 | false | 1.00000 | 2300-440 2ND AVE SW | CALGARY | AL | CA | T2P5E9 | CA | ||||||
| LANCASTER PET PARTNERSHIP LLP | ||||||||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 233102793 | MEDICAL SERVICES | PA | NA | N/A | false | |||||||||||
| LG HEALTH COMMUNITY CARE COLLABORATIVE | ||||||||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 455542179 | ACO | PA | NA | N/A | false | |||||||||||
| LIONVILLE MED OFFICE BLDG PARTNERSHIP | ||||||||||||||||||||
| 929 SOUTH HIGH STREET | WEST CHESTER | PA | 19383 | 161640799 | INVESTMENT | PA | NA | N/A | false | |||||||||||
| MRI GROUP LLP | ||||||||||||||||||||
| PO BOX 4216 | LANCASTER | PA | 17604 | 331011386 | MEDICAL SERVICES | PA | NA | N/A | false | |||||||||||
| NEIGHBRHD PRES & DEV FUND LP | ||||||||||||||||||||
| 240 NEW YORK DR STE 1 | FORT WASHINGTON | PA | 19034 | 233037919 | RENTAL | PA | NA | N/A | false | |||||||||||
| OAKLANDS WAY MEDICAL BUILDING ASSOCIATES | ||||||||||||||||||||
| 929 SOUTH HIGH STREET | WEST CHESTER | PA | 19382 | 830490251 | RENTAL | PA | NA | N/A | false | |||||||||||
| SRP INVESTORS FUND A LP | ||||||||||||||||||||
| 2001 ROSS AVE SUITE 2800 | DALLAS | TX | 75201 | 611748291 | INVESTMENT | TX | TRUSTEES | EXCLUDED FROM TAX | -$4,330,900 | $135,149,355 | false | $0 | false | 0.89599 | ||||||
| TURK'S HEAD SURGERY CENTER | ||||||||||||||||||||
| 915 OLD FERN HILL ROAD BLDG B STE | WEST CHESTER | PA | 19380 | 200184603 | MEDICAL SERVICES | PA | NA | N/A | false | |||||||||||
| JOG VI C LIMITED PARTNERSHIP | ||||||||||||||||||||
| INVESTMENT | TRUSTEES | EXCLUDED FROM TAX | $12,862 | $22,371,544 | false | $0 | false | 1.00000 | STE 2370 440 2ND AVE SW | CALGARY | AL | CA | T2P5E9 | CA | ||||||
| CYRUS 1740 MASTER FUND LP | ||||||||||||||||||||
| 981361754 | INVESTMENT | TRUSTEES | EXCLUDED FROM TAX | $1,195,689 | $36,918,538 | false | $41,324 | false | 0.98384 | 89 NEXUS WAY CAMANA BAY | GRAND CAYMAN | CJ | KY1-9009 | CJ | ||||||
| LIFT REAL ESTATE PARTNERS FUND I LP | ||||||||||||||||||||
| 180 SUTTER STREET SUITE 400 | SAN FRANCISCO | CA | 94104 | 831339929 | INVESTMENT | CA | TRUSTEES | EXCLUDED FROM TAX | -$236,628 | $8,652,140 | false | $0 | false | 0.98000 | ||||||
| LG HEALTH COMM CARE COLLAB II | ||||||||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 823809581 | ACO | PA | NA | N/A | false | |||||||||||
| CYRUS 1740 FUND LP | ||||||||||||||||||||
| 65 E 55TH STREET 35TH FLOOR | NEW YORK | NY | 10022 | 821211542 | INVESTMENT | NY | TRUSTEES | EXCLUDED FROM TAX | $17,389 | $2,624,399 | false | $0 | false | 0.98164 | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BARGE GANSE VENACARE BUS INC | ||||||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 232113017 | HEALTHCARE | PA | LGSBT | C-CORP | Yes (true) | |||||||||
| CLINICAL HEALTH CARE ASSOC OF NJ PC | ||||||||||||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232865181 | PHYS MGMT | PA | CCA | C-CORP | Yes (true) | |||||||||
| DELANCEY CORPORATION | ||||||||||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232060159 | RENTAL | PA | PA HOSPITAL | C-CORP | Yes (true) | |||||||||
| FRANKLIN CASUALTY INSURANCE CO | ||||||||||||||||||
| PO BOX 350 | BURLINGTON | VT | 05402 | 043378984 | INSURANCE | VT | TRUSTEES | C-CORP | Yes (true) | -$252,961 | $30,562,574 | 1.00000 | ||||||
| LANCASTER GENERAL INSURANCE COMPANY | ||||||||||||||||||
| 980176655 | INSURANCE | LG HEALTH | C-CORP | Yes (true) | PO BOX 1109 GT | GRAND CAYMAN | GRAND CAYMAN | CJ | KYI-1102 | CJ | ||||||||
| LANCASTER GENERAL SERVICES INC | ||||||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 232250128 | PROPERTY SVCS | PA | LG HEALTH | C-CORP | Yes (true) | |||||||||
| NAYA 1740 FUND LTD | ||||||||||||||||||
| INVESTMENT | TRUSTEES | C-CORP | Yes (true) | $12,752,671 | $272,992,296 | 0.98000 | PO BOX 309 | UGLAND HOUSE | GRAND CAYMAN | CJ | KY1-1104 | CJ | ||||||
| PENN WHARTON CONSULTING (BEIJING) CO LTD | ||||||||||||||||||
| BUS. CONSULTING | UPENN INT'L | C-CORP | Yes (true) | CHINA WORLD TOWER 1 14F | CHAOYANG DIST | BEIJING | CH | 100004 | CH | |||||||||
| PRESBYTERIAN MEDICAL SERVICES | ||||||||||||||||||
| 39TH AND MARKET STREET | PHILADELPHIA | PA | 19104 | 232307991 | HEALTHCARE | PA | PMC | C-CORP | Yes (true) | |||||||||
| UPENN HOSPITALITY INC | ||||||||||||||||||
| 3401 WALNUT STREET SUITE 440A | PHILADELPHIA | PA | 19104 | 233076589 | HOTEL/RESTAURANT | PA | TRUSTEES | C-CORP | Yes (true) | $2,268,671 | $18,074,278 | 1.00000 | ||||||
| QUAKER INSURANCE COMPANY LTD | ||||||||||||||||||
| 3451 WALNUT ST ROOM 329 | PHILADELPHIA | PA | 19104 | 300708282 | SELF-INSURANCE | TRUSTEES | C-CORP | Yes (true) | $13,654,155 | $225,748,839 | 1.00000 | BD | ||||||
| THE PAM 1740 FUND LTD | ||||||||||||||||||
| INVESTMENT | TRUSTEES | C-CORP | Yes (true) | -$23,510,706 | $180,089,070 | 1.00000 | PO BOX 309 | GEORGE TOWN | GRAND CAYMAN | CJ | KYI-1104 | CJ | ||||||
| TURK'S HEAD HEALTH SERVICES INC | ||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 232329753 | MEDICAL SERVICES | PA | CCH&HS | C-CORP | Yes (true) | |||||||||
| LANCASTER GENERAL 457 DEFERRED COMP PLAN | ||||||||||||||||||
| 555 NORTH DUKE STREET | LANCASTER | PA | 17604 | 232250941 | TRUST | PA | LG HEALTH | TRUST | false | |||||||||
| PRINCETON HEALTH INC & SUBS | ||||||||||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223450093 | MEDICAL | NJ | PHCS HOLDING | C-CORP | Yes (true) | |||||||||
| PHI PHARMACY INC | ||||||||||||||||||
| ONE PLAINSBORO ROAD | PLAINSBORO | NJ | 08536 | 223467899 | INACTIVE | NJ | PHCS HOLDING | C-CORP | Yes (true) | |||||||||
| ARCM 1740 LTD | ||||||||||||||||||
| INVESTMENTS | TRUSTEES | C-CORP | Yes (true) | $255,929 | $52,061,055 | 0.90000 | 27 HOSPITAL ROAD | GRAND CAYMAN | CJ | KY1-9008 | CJ | |||||||
| CIRCLE MEDICAL ASSURANCE CO | ||||||||||||||||||
| 2929 WALNUT STREET STE 460 | PHILADELPHIA | PA | 19104 | 833556286 | INSURANCE | PA | TRUSTEES | C-CORP | Yes (true) | $0 | $0 | 1.00000 | ||||||
| PENN MEDICINE LONDON LIMITED | ||||||||||||||||||
| HEALTHCARE | UPENN INT'L | LIMITED COMPANY | Yes (true) | RADIUS COMM SRVCS LTD 11TH FL | WHITEFRIARS LEWINS MEAD | BRISTOL | UK | BS1 2NT | UK | |||||||||
| CHARITABLE REMAINDER TRUSTS (62) | ||||||||||||||||||
| N/A | PA | NA | REMAINDER TRUST | false | ||||||||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (true) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (18 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ARCM 1740 FUND LTD | ||
| B,C | $60,534,545 | FMV |
| ARI 1740 FUNDLP | ||
| B | $20,000,000 | FMV |
| CYRUS 1740 FUND LP | ||
| B | $2,867,356 | FMV |
| CYRUS 1740 MASTER FUND LP | ||
| B | $30,000,000 | FMV |
| FRANKLIN CASUALTY INSURANCE CO | ||
| R | $47,581,059 | FMV |
| GALLOPAVO LP | ||
| C | $71,808 | FMV |
| JOG LIMITED PARTNERSHIP V CO-INVEST | ||
| B | $4,542,131 | FMV |
| JOG LIMITED PARTNERSHIP VI CO-INVEST | ||
| B | $304,000 | FMV |
| LANCASTER GENERAL HOSPITAL | ||
| Q | $10,736,036 | FMV |
| LIFT REAL ESTATE PARTNERS FUND 1 LP | ||
| B | $9,248,750 | FMV |
| NAYA 1740 FUND | ||
| B | $50,000,000 | FMV |
| PENN PRAXIS INC | ||
| O,R | $953,705 | FMV |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||
| K,O,P | $74,281,202 | FMV |
| SRP INVESTORS FUND A LP | ||
| B,C | $37,894,894 | FMV |
| THE PAM 1740 FUND LTD | ||
| B | $39,865,000 | FMV |
| UPENN HOSPITALITY INC | ||
| A | $1,500,000 | FMV |
| UPENN INTERNATIONAL | ||
| B,L | $4,045,798 | FMV |
| UPENN RETIREE BENEFITS TRUST | ||
| B | $30,214,821 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART IV, LINE 4 | FormAndLineReferenceDesc |
| Explanation | DETAIL OF LEGAL DOMICLES FOR CHARITABLE REMAINDER TRUSTS AS OF JUNE 30, 2019, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") HELD INTERESTS IN 1 POOLED INCOME FUND IN PENNSYLVANIA, 1 CHARITABLE REMAINDER TRUST IN DELAWARE, 2 CHARITABLE REMAINDER TRUSTS IN FLORIDA, 1 CHARITABLE REMAINDER TRUST IN NEW YORK AND 57 CHARITABLE REMAINDER TRUSTS IN PENNSYLVANIA WHERE THE UNIVERSITY HAD MORE THAN 50% OF THE BENEFICIAL INTERESTS IN THE TRUSTS. | ExplanationTxt |