THOMAS JEFFERSON UNIVERSITY: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS JEFFERSON UNIVERSITY (EIN 23-1352651)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2020-07-13
- IRS object ID
- 202001959349300610
- 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 I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-07-13T07:39:01-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LOGAN SQUARE SUITE 2001 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032726 | 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 | 231352651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JEFFERSON UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % RONALD C KELLER CPA | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2155038344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 MARKET STREET SUITE 2004 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER L DEANGELIS JR | PersonNm |
| Person Title | EVP CFO/CAO | PersonTitleTxt |
| Phone | 2159554773 | PhoneNum |
| Signature | 2020-07-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Mariani | PreparerPersonNm |
| PTIN | P00642486 | PTIN |
| Phone | 2155462140 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.124.179.218 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220201955000136 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-07-13 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | C2A8B722D2BC1600C3E2C45D635332A1E1264DD9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | DB5BA5A3DD75657B245E37A55A7ECD7AAE304339 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-11-19 02:30:22Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | STEPHEN K KLASKO MD MBA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 MARKET ST STE 2004 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $884,297,327 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEFFERSON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1824 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 42 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 37 | VotingMembersIndependentCnt |
| Total Employee | 5589 | TotalEmployeeCnt |
| Total Volunteers | 2169 | TotalVolunteersCnt |
| Total Gross UBI | $3,831,630 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $2,835,807 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $30,787,594 | PYContributionsGrantsAmt |
| CY Contributions Grants | $54,536,876 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $607,063,863 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $801,238,963 | CYProgramServiceRevenueAmt |
| PY Investment Income | $50,056,736 | PYInvestmentIncomeAmt |
| CY Investment Income | $15,139,037 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,968,794 | PYOtherRevenueAmt |
| CY Other Revenue | $10,457,350 | CYOtherRevenueAmt |
| PY Total Revenue | $696,876,987 | PYTotalRevenueAmt |
| CY Total Revenue | $881,372,226 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $22,677,771 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $28,570,686 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $383,222,346 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $463,336,669 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $9,726,648 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $272,146,285 | PYOtherExpensesAmt |
| CY Other Expenses | $369,892,628 | CYOtherExpensesAmt |
| PY Total Expenses | $678,046,402 | PYTotalExpensesAmt |
| CY Total Expenses | $861,799,983 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $18,830,585 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $19,572,243 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $2,783,358,881 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,323,829,633 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,072,010,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,615,740,015 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $711,348,148 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $708,089,618 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THOMAS JEFFERSON UNIVERSITY ("TJU") IS A COMPREHENSIVE UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR THE 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, FASHION, ENGINEERING, HEALTH, MEDICINE, SCIENCE AND TEXTILES - INFUSED WITH THE LIBERAL ARTS. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $752,992,468 | ExpenseAmt |
| Grant | $28,570,686 | GrantAmt |
| Revenue | $810,776,646 | RevenueAmt |
| Desc | EXPENSES INCURRED IN FUNCTIONING AS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY, AS WELL AS, THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. ADDITIONALLY, THIS ORGANIZATION SERVES AS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. FOR ADDITIONAL INFORMATION, PLEASE REFER TO THE ORGANIZATIONS COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. | Desc |
| Total Program Service Expenses | $752,992,468 | 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 | false | 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 | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| 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 | Yes (true) | 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 | 1228 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5589 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 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 |
| 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 | 42 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 37 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RONALD C KELLER CPA | PersonNm |
| Phone | 2155038344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1101 MARKET STREET STE 2004 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (74 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN P CRANE | ||||||||||
| CHAIRMAN - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| H RICHARD HAVERSTICK JR | ||||||||||
| VICE CHAIRMAN - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA WELLENBACH | ||||||||||
| SECRETARY - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| RICHARD W HEVNER | ||||||||||
| TREASURER - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT S ADELSON ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ARCHIBALD EDD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT I BARSKY DO | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID R BINSWANGER | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAY W BLUMENTHAL | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| IRA BRIND ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| THOMAS S BROWN ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD L CAPUTO | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALFRED J D'ANGELO JR ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT DISTANISLAO | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN F DURANTE | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE K ENTWISLE | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ORLANDO ESPOSITO | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN K KLASKO MD MBA | ||||||||||
| TRUSTEE-PRES/CEO TJU&JEFF HLTH | 60.0 | 0.0 | Yes (X) | Yes (X) | $5,367,198 | $0 | $2,126,045 | |||
| WILLIAM A LANDMAN | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARVIN MASHNER | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH MARESSA JR ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD MCKENNA III | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LESLIE MCNAMARA | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| AUSTIN A MEEHAN III PE | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD J NAPLES | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE J PAPARONE | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VIVIAN PINN MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DUNCAN B PITCAIRN | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD T RILEY | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CARO U ROCK | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BENJAMIN V SANCHEZ ESQ CPA | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP J SASSO MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN P SILVESTRI | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALBERT E SMITH CPA | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH A SMITH | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SNEED | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MERYLE TWERSKY ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ALEXANDER VACCARO MD PHD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EILEEN VOYNICK | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TRISTA WALKER | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN WALP | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CRAIG WHITE | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD ROTHMAN MD | ||||||||||
| TRUSTEE (TERMED 10/18) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CRISTINA G CAVALIERI ESQ | ||||||||||
| SECRETARY-EVP CH LEGAL COUNSEL | 60.0 | 0.0 | Yes (X) | $1,038,701 | $0 | $281,773 | ||||
| PETER L DEANGELIS JR | ||||||||||
| TREASURER - EVP, CFO & CAO | 60.0 | 0.0 | Yes (X) | $1,340,285 | $0 | $439,128 | ||||
| BRUCE A MEYER MD MBA | ||||||||||
| SENIOR EVP TJU, PRES JEFF HLTH | 60.0 | 0.0 | Yes (X) | $1,799,206 | $0 | $759,481 | ||||
| ANNE BOLAND DOCIMO MD MBA | ||||||||||
| EVP, POP HLTH&CCTO(TERM 9/18) | 55.0 | 0.0 | Yes (X) | $2,008,999 | $0 | $41,845 | ||||
| LAURENCE M MERLIS | ||||||||||
| EVP, STRATEGIC PTRS & INNOV. | 60.0 | 0.0 | Yes (X) | $1,596,197 | $204,353 | $648,813 | ||||
| MARK L TYKOCINSKI MD | ||||||||||
| EVP, ACAD AFFAIRS & PROVOST | 60.0 | 0.0 | Yes (X) | $1,312,712 | $0 | $275,489 | ||||
| KATHLEEN KINSLOW CRNA MBA | ||||||||||
| EVP, CHIEF INTEGRATION OFFICER | 55.0 | 0.0 | Yes (X) | $1,050,771 | $136,098 | $458,671 | ||||
| KATHLEEN GALLAGHER | ||||||||||
| EVP, COO TJU | 55.0 | 0.0 | Yes (X) | $917,368 | $0 | $330,483 | ||||
| ELIZABETH DALE EDD | ||||||||||
| EVP, CHIEF ADVANCEMENT OFFICER | 55.0 | 0.0 | Yes (X) | $909,174 | $0 | $275,895 | ||||
| JOHN C EKARIUS | ||||||||||
| EVP, CHIEF OF STAFF | 55.0 | 0.0 | Yes (X) | $883,505 | $0 | $272,999 | ||||
| JEFFREY STEVENS | ||||||||||
| EVP, CHIEF HR OFFICER | 55.0 | 0.0 | Yes (X) | $796,203 | $0 | $394,058 | ||||
| JACK LUDMIR MD | ||||||||||
| EVP, EQTY ASSOC PROV(EFF 1/19) | 55.0 | 0.0 | Yes (X) | $716,457 | $0 | $73,274 | ||||
| NASSAR NIZAMI | ||||||||||
| EVP, CHIEF INFORMATION OFFICER | 55.0 | 0.0 | Yes (X) | $708,150 | $0 | $52,414 | ||||
| CHARLES G LEWIS | ||||||||||
| EVP, CHIEF GRWTH&MRKT OFFICER | 55.0 | 0.0 | Yes (X) | $647,268 | $0 | $303,054 | ||||
| ROSALYN RITTS PHD | ||||||||||
| EVP, CHIEF INNOVATION OFFICER | 55.0 | 0.0 | Yes (X) | $556,558 | $0 | $72,983 | ||||
| NEIL GOMES | ||||||||||
| EVP, CHIEF DIGITAL OFFICER | 55.0 | 0.0 | Yes (X) | $371,152 | $0 | $59,080 | ||||
| STEPHANIE CONNERSMBABSNRN | ||||||||||
| EVP, COO JH (EFF 9/18) | 55.0 | 0.0 | Yes (X) | $188,655 | $0 | $533 | ||||
| SUSAN CAMPBELL DNP RN | ||||||||||
| EVP, CNE JH (EFF 11/18) | 55.0 | 0.0 | Yes (X) | $90,088 | $0 | $630 | ||||
| JOSEPH W DEVINE FACHE | ||||||||||
| CHIEF EXPERIENCE OFFICER JH | 55.0 | 0.0 | Yes (X) | $0 | $1,189,072 | $94,745 | ||||
| ALFRED C SALVATO | ||||||||||
| SVP, CAPITAL MANAGEMENT & CIO | 55.0 | 0.0 | $777,183 | $0 | $91,152 | Yes (X) | ||||
| MICHAEL J VERGARE MD | ||||||||||
| SVP, PARTNERSHIPS&AFFILIATIONS | 55.0 | 0.0 | $697,029 | $4,636 | $55,885 | Yes (X) | ||||
| RONALD BOWLAN | ||||||||||
| SVP, FACILITIES & CAMPUS PLAN | 55.0 | 0.0 | $480,519 | $0 | $51,552 | Yes (X) | ||||
| JOSEPH HILL | ||||||||||
| SVP, CHIEF DIVERSITY OFFICER | 55.0 | 0.0 | $394,567 | $0 | $51,557 | Yes (X) | ||||
| ROBERT H ROSENWASSER MD | ||||||||||
| PROFESSOR & PHYSICIAN | 55.0 | 0.0 | $1,964,884 | $282,750 | $80,042 | Yes (X) | ||||
| JAMES S HARROP MD | ||||||||||
| PROFESSOR & PHYSICIAN | 55.0 | 0.0 | $261,128 | $1,769,841 | $79,135 | Yes (X) | ||||
| SRINIVAS PRASAD MD MS | ||||||||||
| PROFESSOR & PHYSICIAN | 55.0 | 0.0 | $60,914 | $1,778,319 | $42,889 | Yes (X) | ||||
| JACK JALLO MD PHD | ||||||||||
| PROFESSOR & PHYSICIAN | 55.0 | 0.0 | $262,821 | $1,549,608 | $87,945 | Yes (X) | ||||
| MARC R ROSEN MD | ||||||||||
| PROFESSOR & PHYSICIAN | 55.0 | 0.0 | $116,811 | $1,347,551 | $66,965 | Yes (X) | ||||
| THEODORE F TARASCHI PHD | ||||||||||
| FORMER OFFICER | 55.0 | 0.0 | $281,718 | $0 | $51,832 | Yes (X) | ||||
| JOHN J KELLY MD | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $0 | $707,174 | $0 | Yes (X) | ||||
| STEPHEN SPINELLI | ||||||||||
| FORMER KEY EMPLOYEE | 0.0 | 0.0 | $952,696 | $0 | $46,432 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $28,548,917 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $8,969,402 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $7,666,779 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 865 | 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 |
|---|---|---|---|---|---|
| P AGNES INC | |||||
| 2101 PENROSE AVENUE | PHILADELPHIA | PA | 19145 | CONSTRUCTION | $16,308,791 |
| DNH MEDICAL MANAGEMENT INC | |||||
| PO BOX 74008784 | CHICAGO | IL | 60674 | CONSULTING | $10,787,000 |
| HARMELIN ASSOCIATES INC | |||||
| 525 RIGHTERS FERRY ROAD | BALA CYNWYD | PA | 19004 | ADVERTISING | $8,134,409 |
| SIERRA-CEDAR INC | |||||
| PO BOX 402521 | ATLANTA | GA | 30384 | CONSULTING | $4,064,688 |
| DRINKER BIDDLE REATH LLP | |||||
| ONE LOGAN SQUARE STE 2000 | PHILADELPHIA | PA | 19103 | LEGAL | $3,878,859 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 230 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $1,419,577 | FundraisingAmt |
| Related Organizations | $159,898 | RelatedOrganizationsAmt |
| Government Grants | $1,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $51,957,401 | AllOtherContributionsAmt |
| Noncash Contributions | $1,824,550 | NoncashContributionsAmt |
| Total Contributions | $54,536,876 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| EDUCATION | 611300 | $275,845,452 | $275,845,452 | |
| ACADEMIC RESEARCH | 547712 | $97,332,605 | $97,332,605 | |
| RENTAL INCOME FROM AFFILIATES | 351190 | $2,127,900 | $2,127,900 | |
| PROGRAM SERVICE RELATED REVENUE | 611300 | $425,933,006 | $425,749,354 | $183,652 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $801,238,963 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $945,818 | TotalRevenueColumnAmt |
| Exclusion | $945,818 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $2,871,620 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,951,953 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $919,667 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $919,667 | TotalRevenueColumnAmt |
| Exclusion | $919,667 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,319,233 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $126,014 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $14,319,233 | SecuritiesAmt |
| Other | -$126,014 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,193,219 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,156,479 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,036,740 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $847,134 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,419,577 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $847,134 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARKING | Desc |
| Business | 541800 | BusinessCd |
| Total Revenue Column | $9,537,683 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,046,184 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,491,499 | UnrelatedBusinessRevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,537,683 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $881,372,226 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $809,101,495 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,831,630 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,902,225 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,447,816 | TotalAmt |
| Program Services | $9,447,816 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,428,410 | TotalAmt |
| Program Services | $16,428,410 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,694,460 | TotalAmt |
| Program Services | $2,694,460 | 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 | $31,673,557 | TotalAmt |
| Program Services | $27,721,527 | ProgramServicesAmt |
| Management And General | $3,442,016 | ManagementAndGeneralAmt |
| Fundraising | $510,014 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,422,450 | TotalAmt |
| Program Services | $300,572,319 | ProgramServicesAmt |
| Management And General | $37,320,271 | ManagementAndGeneralAmt |
| Fundraising | $5,529,860 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,209,202 | TotalAmt |
| Program Services | $12,436,265 | ProgramServicesAmt |
| Management And General | $1,544,137 | ManagementAndGeneralAmt |
| Fundraising | $228,800 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $46,727,363 | TotalAmt |
| Program Services | $40,897,011 | ProgramServicesAmt |
| Management And General | $5,077,938 | ManagementAndGeneralAmt |
| Fundraising | $752,414 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,304,097 | TotalAmt |
| Program Services | $24,515,616 | ProgramServicesAmt |
| Management And General | $2,438,122 | ManagementAndGeneralAmt |
| Fundraising | $350,359 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $997,456 | TotalAmt |
| Program Services | $997,456 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,262,094 | TotalAmt |
| Program Services | $6,617,628 | ProgramServicesAmt |
| Management And General | $1,644,466 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,219,738 | TotalAmt |
| Program Services | $1,720,963 | ProgramServicesAmt |
| Management And General | $498,775 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $857,179 | TotalAmt |
| Program Services | $613,952 | ProgramServicesAmt |
| Management And General | $243,227 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,617,071 | TotalAmt |
| Program Services | $9,617,071 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,270,397 | TotalAmt |
| Program Services | $93,444,442 | ProgramServicesAmt |
| Management And General | $24,237,774 | ManagementAndGeneralAmt |
| Fundraising | $588,181 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,317,345 | TotalAmt |
| Program Services | $12,007,474 | ProgramServicesAmt |
| Management And General | $3,308,981 | ManagementAndGeneralAmt |
| Fundraising | $890 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,610,003 | TotalAmt |
| Program Services | $17,136,228 | ProgramServicesAmt |
| Management And General | $2,997,140 | ManagementAndGeneralAmt |
| Fundraising | $476,635 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,124,658 | TotalAmt |
| Program Services | $26,661,075 | ProgramServicesAmt |
| Management And General | $7,232,911 | ManagementAndGeneralAmt |
| Fundraising | $230,672 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,977,260 | TotalAmt |
| Program Services | $32,766,735 | ProgramServicesAmt |
| Management And General | $2,819,025 | ManagementAndGeneralAmt |
| Fundraising | $391,500 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,901,598 | TotalAmt |
| Program Services | $17,368,109 | ProgramServicesAmt |
| Management And General | $392,139 | ManagementAndGeneralAmt |
| Fundraising | $141,350 | 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 | $2,383,832 | TotalAmt |
| Program Services | $2,200,376 | ProgramServicesAmt |
| Management And General | $177,005 | ManagementAndGeneralAmt |
| Fundraising | $6,451 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,785,755 | TotalAmt |
| Program Services | $8,784,958 | ProgramServicesAmt |
| Management And General | $797 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,470,241 | TotalAmt |
| Program Services | $28,470,241 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,884 | TotalAmt |
| Program Services | $83,884 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| REPAIRS & MAINTENANCE | $19,532,909 | $15,533,036 | $3,999,873 | $0 |
| RESEARCH SUPPLIES | $16,710,757 | $16,708,343 | $2,414 | $0 |
| DUES & SUBSCRIPTIONS | $10,478,934 | $9,202,867 | $1,238,819 | $37,248 |
| MEDICAL SUPPLIES | $9,268,546 | $8,845,319 | $423,227 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,022,971 | TotalAmt |
| Program Services | $9,498,887 | ProgramServicesAmt |
| Management And General | $41,810 | ManagementAndGeneralAmt |
| Fundraising | $482,274 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $861,799,983 | TotalAmt |
| Program Services | $752,992,468 | ProgramServicesAmt |
| Management And General | $99,080,867 | ManagementAndGeneralAmt |
| Fundraising | $9,726,648 | 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 | $105,463,201 | BOYAmt |
| EOY | $295,151,155 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,996,292 | BOYAmt |
| EOY | $112,384,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,986,725 | BOYAmt |
| EOY | $14,846,895 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,044,207 | BOYAmt |
| EOY | $23,033,436 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,565,696 | BOYAmt |
| EOY | $1,956,857 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,534,300 | BOYAmt |
| EOY | $26,234,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $959,098,240 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $512,295,202 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $388,531,324 | BOYAmt |
| EOY | $446,803,038 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $983,708,293 | BOYAmt |
| EOY | $731,664,945 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $6,060,343 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,139,228,843 | BOYAmt |
| EOY | $1,665,394,552 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,783,358,881 | BOYAmt |
| EOY | $3,323,829,633 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $178,770,399 | BOYAmt |
| EOY | $252,554,090 | 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 | $20,967,162 | BOYAmt |
| EOY | $20,125,933 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,674,287,074 | BOYAmt |
| EOY | $2,096,631,858 | 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 | $76,050 | BOYAmt |
| EOY | $57,206 | 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 | $197,910,048 | BOYAmt |
| EOY | $246,370,928 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,072,010,733 | BOYAmt |
| EOY | $2,615,740,015 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,618,094 | BOYAmt |
| EOY | $229,884,950 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $443,730,054 | BOYAmt |
| EOY | $478,204,668 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $711,348,148 | BOYAmt |
| EOY | $708,089,618 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,783,358,881 | BOYAmt |
| EOY | $3,323,829,633 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $19,572,243 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $35,151,562 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$57,982,335 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| 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 | $18,423,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,883,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,274,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,787,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,536,876 | CurrentTaxYearAmt |
| Total | $200,906,357 | 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 | $18,423,898 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,883,580 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $40,274,409 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,787,594 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $54,536,876 | CurrentTaxYearAmt |
| Total | $200,906,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $24,555,457 | SubstantialContributorsTotAmt |
| Public Support Total170 | $176,350,900 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,962,114 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,469,379 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,198,680 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,346,797 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,817,438 | CurrentTaxYearAmt |
| Total | $40,794,408 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $241,700,765 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,856,101,286 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.72962 | PublicSupportCY170Pct |
| Public Support PY170 | 0.78215 | 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 | false | VolunteersInd |
| Paid Staff Or Management | Yes (true) | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | Yes (true) | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $857,179 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $857,179 | 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, LINES 1B, 1F, 1G & 1I | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR ENDED JUNE 30, 2019 THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $852,735 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2019. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO ITS SENIOR VICE PRESIDENT OF GOVERNMENT/EXTERNAL AFFAIRS TO REPRESENT TIME SPENT ADDRESSING FEDERAL, STATE AND LOCAL HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTED TO $2,990 DURING THE FISCAL YEAR ENDED JUNE 30, 2019. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,454 DURING THE FISCAL YEAR ENDED JUNE 30, 2019. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $5,747,881 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $594,575,264 | BeginningYearBalanceAmt |
| Contributions | $13,757,420 | ContributionsAmt |
| Investment Earnings Or Losses | $30,784,522 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $26,224,142 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $612,893,064 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $574,584,954 | BeginningYearBalanceAmt |
| Contributions | $11,836,587 | ContributionsAmt |
| Investment Earnings Or Losses | $29,738,195 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,584,472 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $594,575,264 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $539,215,761 | BeginningYearBalanceAmt |
| Contributions | $13,454,286 | ContributionsAmt |
| Investment Earnings Or Losses | $45,125,331 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $23,210,424 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $574,584,954 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $472,108,488 | BeginningYearBalanceAmt |
| Contributions | $82,747,763 | ContributionsAmt |
| Investment Earnings Or Losses | $4,093,424 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $19,733,914 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $539,215,761 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,697,000 | BeginningYearBalanceAmt |
| Contributions | $91,014,488 | ContributionsAmt |
| Investment Earnings Or Losses | $19,241,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $13,844,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $472,108,488 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.49990 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.30870 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.19140 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,586,121 | OtherCostOrOtherBasisAmt |
| Book Value | $47,586,121 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $611,164,898 | OtherCostOrOtherBasisAmt |
| Depreciation | $352,982,864 | DepreciationAmt |
| Book Value | $258,182,034 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $9,223,885 | OtherCostOrOtherBasisAmt |
| Book Value | $9,223,885 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $244,630,931 | OtherCostOrOtherBasisAmt |
| Depreciation | $159,312,338 | DepreciationAmt |
| Book Value | $85,318,593 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $46,492,405 | OtherCostOrOtherBasisAmt |
| Book Value | $46,492,405 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $446,803,038 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ASSETS WHOSE USE IS LIMITED | $29,449,544 | F |
| SHORT-TERM INVESTMENTS | $78,493,072 | F |
| LONG-TERM INVESTMENTS | $623,722,329 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $731,664,945 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $1,657,437,342 |
| OTHER RECEIVABLES | $2,165,000 |
| OTHER ASSETS | $5,792,210 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,665,394,552 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| GRANT & CONTRACT ADVANCES | $16,944,888 |
| FEDERAL STUDENT LOAN ADVANCES | $9,375,349 |
| ACCRUED PENSION LIABILITY | $172,198,180 |
| ACCRUED WORKERS COMPENSATION CLAIMS | $11,226,116 |
| INTEREST RATE SWAP CONTRACTS | $33,975,306 |
| OTHER LIABILITIES | $2,651,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $246,370,928 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III; QUESTION 4 | THE ORGANIZATION MAINTAINS A COLLECTION OF PORTRAITS AND MEDICAL/SURGICAL HISTORICAL OBJECTS THAT ARE USED TO DEMONSTRATE ITS ACHIEVEMENTS AND CONTRIBUTIONS IN THE STUDY OF MEDICINE. THE ORGANIZATION CAPITALIZES WORKS OF ART, HISTORICAL TREASURERS OR SIMILAR ASSETS AND RECORDS THEM AT FAIR MARKET VALUE AT THE DATE OF THE CONTRIBUTION. |
| SCHEDULE D, PART V; QUESTION 4 | ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS SUPPORT PROFESSORSHIPS, SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS, SUPPORT THE ACQUISITION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES, AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2019 AND JUNE 30, 2018; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATIONS AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: THOMAS JEFFERSON UNIVERSITY'S ("TJU'S") ENDOWMENTS CONSIST OF 1,006 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE ARE CLASSIFIED AS A REDUCTION OF DONOR-RESTRICTED NET ASSETS, AND WERE $1.3 MILLION AND $1.4 MILLION AS OF JUNE 30, 2019 AND 2018, RESPECTIVELY. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW PERMANENTLY RESTRICTED CONTRIBUTIONS AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). RATHER, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJUS ENDOWMENT FUNDS. THE PENNSYLVANIA ACT ALLOWS A NONPROFIT TO ELECT TO APPROPRIATE FOR EXPENDITURE AN INVESTMENT POLICY THAT SEEKS THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE INVESTMENTS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT, THE OBJECTIVES OF TJUS INVESTMENT POLICY IS TO PROVIDE A LEVEL OF SPENDABLE INCOME WHICH IS SUFFICIENT TO MEET THE CURRENT AND FUTURE BUDGETARY REQUIREMENTS OF TJU AND WHICH IS CONSISTENT WITH THE GOAL OF PROTECTING THE PURCHASING POWER OF THE INVESTMENTS. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF TJU IS BASED ON 75% OF THE PRIOR YEAR SPENDABLE INCOME AND 25% OF THE CALCULATED TWO YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE MULTIPLIED BY 4.75%; THE SUM OF WHICH IS ADJUSTED BY AN INFLATION FACTOR. |
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, PART I; QUESTION 3 | THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. AN EQUAL OPPORTUNITY EMPLOYMENT POLICY WAS PUBLICIZED IN FY2018-2019 IN THE LOCAL NEWSPAPER, THE PHILADELPHIA INQUIRER. |
| SCHEDULE E, PART I; QUESTION 6 | DURING THE FISCAL YEAR ENDED JUNE 30, 2019, THE ORGANIZATION RECEIVED FINANCIAL ASSISTANCE FUNDING FROM THE STATE OF DELAWARE. PLEASE REFER TO CORE FORM, PART VIII, LINE 1E FOR THIS AMOUNT. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $2,214,888 |
| Middle East and North Africa | 0 | 0 | Grantmaking | $32,506 |
| North America | 0 | 0 | Grantmaking | $18,932 |
| South Asia | 0 | 0 | Grantmaking | $428,134 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $17,418,212 |
| East Asia and the Pacific | 0 | 0 | Investments | $9,880,457 |
| South America | 0 | 0 | Investments | $650,007 |
| North America | 0 | 0 | Investments | $9,747,750 |
| Central America and the Caribbean | 0 | 0 | Investments | $78,897,438 |
| Middle East and North Africa | 0 | 0 | Investments | $181 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $119,288,505 | SubtotalSpentAmt |
| Total Spent | $119,288,505 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (9 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | SPONSORED | $51,357 | WIRE |
| North America | SPONSORED | $8,932 | WIRE |
| Middle East and North Africa | SPONSORED | $32,506 | WIRE |
| Europe (Including Iceland and Greenland) | SPONSORED | $1,780,383 | WIRE |
| Europe (Including Iceland and Greenland) | SPONSORED | $107,238 | WIRE |
| South Asia | SPONSORED | $428,134 | WIRE |
| Europe (Including Iceland and Greenland) | SPONSORED | $34,182 | WIRE |
| Europe (Including Iceland and Greenland) | SPONSORED | $241,728 | WIRE |
| North America | SPONSORED | $10,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 8 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I; LINE 2 | THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET. |
| SCHEDULE F, PART IV; QUESTION 5 | THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2019. HOWEVER, THE ORGANIZATION DID NOT MEET THE REPORTING THRESHOLDS REQUIRED TO FILE ANY FORMS 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,471,850 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $906,673 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $565,177 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $301,318 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $263,859 | OtherDirectExpensesEvent1Amt |
| Event2 | NIGHT FOR PARK | Event2Nm |
| Gross Receipts Event2 | $516,180 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $443,689 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $72,491 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $48,936 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $8,587 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,968 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 4 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $278,681 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $69,215 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $209,466 | GrossRevenueOtherEventsAmt |
| Non Cash Prizes Other Events | $466 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $22,600 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $70,008 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $94,105 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $22,287 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $2,266,711 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $1,419,577 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $847,134 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $466 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $22,600 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $420,262 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $102,692 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $301,114 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $847,134 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (74 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ALBERT EINSTEIN HEALTHCARE NETWORK | |||||||
| 5501 OLD YORK ROAD | PHILADELPHIA | PA | 19141 | 232290323 | 501(C)(3) | $45,057 | PROGRAM SUPPORT |
| ARCADIA UNIVERSITY | |||||||
| 450 SOUTH EASTON ROAD | GLENSIDE | PA | 19038 | 231352620 | 501(C)(3) | $19,500 | PROGRAM SUPPORT |
| ARTZ PHILADELPHIA | |||||||
| 1229 CHESTNUT STREET | PHILADELPHIA | PA | 19107 | 810862996 | 501(c)(3) | $57,950 | PROGRAM SUPPORT |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| 1 BAYLOR PLAZA | HOUSTON | TX | 77030 | 741613878 | 501(C)(3) | $241,279 | PROGRAM SUPPORT |
| BENTEN TECHNOLOGIES | |||||||
| 13996 PARKEAST CIRCLE | CHANTILLY | VA | 20151 | 541986427 | $90,009 | PROGRAM SUPPORT | |
| BETH ISRAEL DEACONESS MEDICAL CENTER | |||||||
| 330 BROOKLINE AVENUE | BOSTON | MA | 022155491 | 042103881 | 501(C)(3) | $41,365 | PROGRAM SUPPORT |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 021156110 | 042312909 | 501(C)(3) | $385,739 | PROGRAM SUPPORT |
| CASE WESTERN RESERVE UNIVERSITY | |||||||
| 10900 EUCLID AVENUE | CLEVELAND | OH | 44106 | 341018992 | 501(C)(3) | $16,350 | PROGRAM SUPPORT |
| CEDARS SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | 951652905 | 501(C)(3) | $11,906 | PROGRAM SUPPORT |
| CENTER IN THE PARK | |||||||
| 5818 GERMANTOWN AVE | PHILADELPHIA | PA | 19144 | 231919016 | 501(C)(3) | $21,435 | PROGRAM SUPPORT |
| CHAPMAN UNIVERSITY | |||||||
| 1 UNIVERSITY DRIVE | ORANGE | CA | 928661005 | 951643992 | 501(C)(3) | $8,502 | PROGRAM SUPPORT |
| CHILDRENS HOSPITAL OF PHILADELPHIA | |||||||
| 3516 CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 231352166 | 501(C)(3) | $311,359 | PROGRAM SUPPORT |
| CHRISTIANA CARE HEALTH SERVICES INC | |||||||
| 4755 OGLETOWN-STANTON ROAD | NEWARK | DE | 19718 | 510103684 | 501(C)(3) | $21,838 | PROGRAM SUPPORT |
| CLEVELAND CLINIC LERNER COLLEGE OF MEDICINE | |||||||
| 9500 EUCLID AVENUE | CLEVELAND | OH | 441950001 | 340714585 | 501(C)(3) | $82,969 | PROGRAM SUPPORT |
| CULTURE TRUST GREATER PHILADELPHIA | |||||||
| 1315 WALNUT STREET | PHILADELPHIA | PA | 19107 | 231885448 | 501(C)(3) | $49,350 | PROGRAM SUPPORT |
| DANA FARBER CANCER INSTITUTE INC | |||||||
| 450 BROOKLINE AVENUE | BOSTON | MA | 022155450 | 042663040 | 501(C)(3) | $5,125 | PROGRAM SUPPORT |
| DOYLESTOWN HOSPITAL | |||||||
| 595 WEST STATE STREET | DOYLESTOWN | PA | 18901 | 231352174 | 501(C)(3) | $6,300 | PROGRAM SUPPORT |
| DREXEL UNIVERSITY COLLEGE OF MEDICINE | |||||||
| 1505 RACE ST 10TH FL | PHILADELPHIA | PA | 19102 | 231352630 | 501(C)(3) | $481,411 | PROGRAM SUPPORT |
| EXXELL BIO INC | |||||||
| 5264 OXFORD STREET NORTH | ST PAUL | MN | 55126 | 472234335 | $28,041 | PROGRAM SUPPORT | |
| FLORIDA ATLANTIC UNIVERSITY | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | 650385507 | 501(C)(3) | $252,126 | PROGRAM SUPPORT |
| FOX CHASE CANCER CENTER | |||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | 232003072 | 501(C)(3) | $25,000 | PROGRAM SUPPORT |
| GABRIEL T TATARIAN LLC | |||||||
| 1015 CHESTNUT ST | PHILADELPHIA | PA | 19107 | 223831887 | $9,456 | PROGRAM SUPPORT | |
| GE GLOBAL RESEARCH | |||||||
| 1 RESEARCH CIRCLE | NISKAYUNA | NY | 12309 | 140689340 | $61,249 | PROGRAM SUPPORT | |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 2121 EYE ST NW | WASHINGTON | DC | 20052 | 530196584 | 115 | $170,783 | PROGRAM SUPPORT |
| GEORGETOWN UNIVERSITY | |||||||
| 4000 RESERVOIR ROAD | WASHINGTON | DC | 20007 | 530196603 | 501(C)(3) | $95,379 | PROGRAM SUPPORT |
| GEORGIA STATE UNIV RESEARCH FDN | |||||||
| PO BOX 3999 | ATLANTA | GA | 303023999 | 581845423 | 501(C)(3) | $243,530 | PROGRAM SUPPORT |
| HUGO W MOSHER RESEARCH | |||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 212051832 | 521524965 | 501(C)(3) | $7,500 | PROGRAM SUPPORT |
| ICAHN SCHOOL OF MEDICINE-MOUNT SINAI | |||||||
| 1 GUSTAVE L LEVY PL | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $188,431 | PROGRAM SUPPORT |
| IMMUNE DESIGN CORPORATION | |||||||
| 1616 EASTLAKE AVE E 310 | SEATTLE | WA | 98102 | 262007174 | $23,311 | PROGRAM SUPPORT | |
| INFECTIOUS DISEASE RESEARCH INSTITUTE | |||||||
| 1616 EASTLAKE AVE STE 400 | SEATTLE | WA | 98102 | 911608978 | 501(C)(3) | $619,154 | PROGRAM SUPPORT |
| JACKSON LABORATORY | |||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | 010211513 | 501(C)(3) | $39,745 | PROGRAM SUPPORT |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 1101 E 33RD ST STE B220 | BALTIMORE | MD | 21218 | 520595110 | 501(C)(3) | $221,091 | PROGRAM SUPPORT |
| LANKENAU INSTITUTE FOR MED RESEARCH | |||||||
| 100 LANCASTER AVENUE | WYNNEWOOD | PA | 19096 | 232175659 | 501(C)(3) | $14,734 | PROGRAM SUPPORT |
| MAGEE REHABILITATION HOSPITAL | |||||||
| 6 FRANKLIN PLAZA | PHILADELPHIA | PA | 19102 | 231476328 | 501(C)(3) | $62,804 | PROGRAM SUPPORT |
| MEE PRODUCTIONS INC | |||||||
| 1 WINDING DR STE 203 | PHILADELPHIA | PA | 19131 | 232618368 | $16,621 | PROGRAM SUPPORT | |
| MEMORIAL HERMANN HEALTH SYSTEM | |||||||
| 929 GESSNER ROAD 2700 | HOUSTON | TX | 77024 | 741152597 | 501(C)(3) | $6,500 | PROGRAM SUPPORT |
| MOFFITT CANCER CENTER | |||||||
| 12902 USF MAGNOLIA DRIVE | TAMPA | FL | 33612 | 593238636 | 501(C)(3) | $6,213 | PROGRAM SUPPORT |
| ALFRED I DUPONT HOSPITAL | |||||||
| 1600 ROCKLAND ROAD | WILMINGTON | DE | 19803 | 590634433 | 501(C)(3) | $80,361 | PROGRAM SUPPORT |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | 362167817 | 501(C)(3) | $202,559 | PROGRAM SUPPORT |
| THE PENNSYLVANIA STATE UNIVERSITY | |||||||
| 500 UNIVERSITY DRIVE | HERSHEY | PA | 170330850 | 246000376 | 115 | $38,213 | PROGRAM SUPPORT |
| PLANNED PARENTHOOD KEYSTONE | |||||||
| 5920 HAMILTON BOULEVARD | ALLENTOWN | PA | 18106 | 232450112 | 501(C)(3) | $40,880 | PROGRAM SUPPORT |
| PUBLIC HEALTH MANAGEMENT CORPORATION | |||||||
| 1500 MARKET STREET | PHILADELPHIA | PA | 19102 | 237221025 | 501(C)(3) | $39,716 | PROGRAM SUPPORT |
| READING HOSPITAL | |||||||
| 6TH AVE SPRUCE ST | READING | PA | 19611 | 231352204 | 501(C)(3) | $19,396 | PROGRAM SUPPORT |
| REAGENTS OF THE UNIVERSITY OF CALIFORNIA | |||||||
| 10889 WILSHIRE BLVD | LOS ANGELES | CA | 90095 | 956006143 | 501(C)(3) | $51,087 | PROGRAM SUPPORT |
| ROTHMAN INSTITUTE | |||||||
| 925 CHESTNUT ST FL 5 | PHILADELPHIA | PA | 19107 | 222620085 | $7,123 | PROGRAM SUPPORT | |
| ROY N GAY MD PC | |||||||
| 2116 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | 251598411 | $7,848 | PROGRAM SUPPORT | |
| RUTGERS UNIVERSITY | |||||||
| 89 FRENCH ST | NEW BRUNSWICK | NJ | 08901 | 462354111 | 115 | $48,117 | PROGRAM SUPPORT |
| SANFORD BURNHAM PREBYS MED DISCOVERY INST | |||||||
| 10901 N TORREY PINES RD | LA JOLLA | CA | 92037 | 510197108 | 501(C)(3) | $109,161 | PROGRAM SUPPORT |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| 3551 N BROAD ST | PHILADELPHIA | PA | 19140 | 362193608 | 115 | $7,500 | PROGRAM SUPPORT |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PL | MEMPHIS | TN | 38105 | 067717892 | 501(C)(3) | $8,062 | PROGRAM SUPPORT |
| STANFORD UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $349,626 | PROGRAM SUPPORT |
| SWEDISH HEALTH SERVICES | |||||||
| 747 BROADWAY | SEATTLE | WA | 981224307 | 910433740 | 501(C)(3) | $30,707 | PROGRAM SUPPORT |
| TEMPLE UNIVERSITY | |||||||
| 1805 BROAD STREET | PHILADELPHIA | PA | 19122 | 231365971 | 501(C)(3) | $625,629 | PROGRAM SUPPORT |
| THE GENEVA FOUNDATION | |||||||
| 917 PACIFIC AVE STE 600 | TACOMA | WA | 98402 | 911593913 | 501(C)(3) | $31,528 | PROGRAM SUPPORT |
| THE LELAND STANFORD JUNIOR UNIVERSITY | |||||||
| 450 SERRA MALL | STANFORD | CA | 94305 | 941156365 | 501(C)(3) | $115,887 | PROGRAM SUPPORT |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 715 ALBANY ST 5TH FL W | BOSTON | MA | 02118 | 042103547 | 501(C)(3) | $40,793 | PROGRAM SUPPORT |
| TRUSTEES OF COLUMBIA UNIVERSITY | |||||||
| 535 WEST 116TH STREET | NEW YORK | NY | 10027 | 135598093 | 501(C)(3) | $36,600 | PROGRAM SUPPORT |
| TRUSTEES OF DARTMOUTH COLLEGE | |||||||
| 207 PARKHURST HALL | HANOVER | NH | 03755 | 020222111 | 501(C)(3) | $13,076 | PROGRAM SUPPORT |
| TRUSTEES OF THE UNIVERSITY OF PA | |||||||
| PO BOX 785541 | PHILADELPHIA | PA | 19178 | 231352685 | 501(C)(3) | $757,443 | PROGRAM SUPPORT |
| TUFTS UNIVERSITY | |||||||
| 419 BOSTON AVE | MEDFORD | MA | 02155 | 042103634 | 501(C)(3) | $218,348 | PROGRAM SUPPORT |
| UNIVERSITY OF LOUISVILLE RESEARCH FDN | |||||||
| 300 E MARKET ST 300 | LOUISVILLE | KY | 40202 | 611029626 | 501(C)(3) | $7,500 | PROGRAM SUPPORT |
| UNIVERSITY OF CALIFORNIA | |||||||
| UNIVERSITY OF CALIFORNIA | BERKELEY | CA | 94720 | 943067788 | 501(C)(3) | $7,084 | PROGRAM SUPPORT |
| UNIVERSITY OF CALIFORNIA SAN DIEGO | |||||||
| 200 WEST ARBOR DR | SAN DIEGO | CA | 92103 | 956006144 | 115 | $194,933 | PROGRAM SUPPORT |
| REGENTS OF CA AT SAN FRANCISCO | |||||||
| 185 BERRY ST | SAN FRANCISCO | CA | 94107 | 946036493 | 501(C)(3) | $14,504 | PROGRAM SUPPORT |
| UNIVERSITY OF DELAWARE | |||||||
| 210 HULIHEN HALL | NEWARK | DE | 19716 | 516000297 | 501(C)(3) | $93,289 | PROGRAM SUPPORT |
| UNIVERSITY OF KANSAS MEDICAL CENTER | |||||||
| 3901 RAINBOW BLVD | KANSAS CITY | KS | 66160 | 481108830 | 501(C)(3) | $31,539 | PROGRAM SUPPORT |
| UNIVERSITY OF MARYLAND | |||||||
| 3112 LEE BUILDING | COLLEGE PARK | MD | 20742 | 526002033 | 115 | $75,961 | PROGRAM SUPPORT |
| UNIVERSITY OF MIAMI | |||||||
| 1320 S DIXIE HWY | CORAL GABLES | FL | 33146 | 590624458 | 501(C)(3) | $46,377 | PROGRAM SUPPORT |
| UNIVERSITY OF NEBRASKA | |||||||
| 1010 LINCOLN MALL 300 | LINCOLN | NE | 68508 | 470379839 | 501(C)(3) | $8,154 | PROGRAM SUPPORT |
| UNIVERSITY OF PENNSYLVANIA | |||||||
| 3451 WALNUT ST | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $95,128 | PROGRAM SUPPORT |
| UNIVERSITY OF SOUTH ALABAMA | |||||||
| 307 N UNIVERSITY BLVD | MOBILE | AL | 36688 | 630477348 | 501(C)(3) | $178,616 | PROGRAM SUPPORT |
| UNIVERSITY OF WASHINGTON | |||||||
| 4333 BROOKLYN AVE NE | SEATTLE | WA | 98195 | 916001537 | 501(C)(3) | $330,151 | PROGRAM SUPPORT |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | 620476822 | 501(C)(3) | $73,411 | PROGRAM SUPPORT |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||
| 1211 MEDICAL CENTER DR | NASHVILLE | TN | 37232 | 352528741 | 501(C)(3) | $106,393 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 66 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1374 | RecipientCnt |
| Cash Grant | $11,738,109 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Discretionary Spending Acct | Yes (X) | DiscretionarySpendingAcctInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| 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 |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (31 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEPHEN K KLASKO MD MBA | ||||||||||||||
| TRUSTEE-PRES/CEO TJU&JEFF HLTH | $1,488,192 | $0 | $1,000,000 | $0 | $2,879,006 | $0 | $2,106,886 | $0 | $19,159 | $0 | $7,493,243 | $0 | $2,300,815 | $0 |
| CRISTINA G CAVALIERI ESQ | ||||||||||||||
| SECRETARY-EVP CH LEGAL COUNSEL | $665,288 | $0 | $212,520 | $0 | $160,893 | $0 | $265,362 | $0 | $16,411 | $0 | $1,320,474 | $0 | $2,389 | $0 |
| PETER L DEANGELIS JR | ||||||||||||||
| TREASURER - EVP, CFO & CAO | $933,171 | $0 | $336,090 | $0 | $71,024 | $0 | $422,811 | $0 | $16,317 | $0 | $1,779,413 | $0 | $0 | $0 |
| BRUCE A MEYER MD MBA | ||||||||||||||
| SENIOR EVP TJU, PRES JEFF HLTH | $1,240,327 | $0 | $441,406 | $0 | $117,473 | $0 | $734,638 | $0 | $24,843 | $0 | $2,558,687 | $0 | $0 | $0 |
| ANNE BOLAND DOCIMO MD MBA | ||||||||||||||
| EVP, POP HLTH&CCTO(TERM 9/18) | $662,351 | $0 | $177,750 | $0 | $1,168,898 | $0 | $35,750 | $0 | $6,095 | $0 | $2,050,844 | $0 | $556,539 | $0 |
| LAURENCE M MERLIS | ||||||||||||||
| EVP, STRATEGIC PTRS & INNOV. | $994,803 | $7,074 | $525,370 | $0 | $76,024 | $197,279 | $631,752 | $0 | $17,061 | $0 | $2,245,010 | $204,353 | $0 | $197,279 |
| MARK L TYKOCINSKI MD | ||||||||||||||
| EVP, ACAD AFFAIRS & PROVOST | $816,292 | $0 | $280,500 | $0 | $215,920 | $0 | $256,478 | $0 | $19,011 | $0 | $1,588,201 | $0 | $4,838 | $0 |
| KATHLEEN KINSLOW CRNA MBA | ||||||||||||||
| EVP, CHIEF INTEGRATION OFFICER | $747,247 | $0 | $232,500 | $0 | $71,024 | $136,098 | $442,388 | $0 | $16,283 | $0 | $1,509,442 | $136,098 | $0 | $136,098 |
| KATHLEEN GALLAGHER | ||||||||||||||
| EVP, COO TJU | $576,125 | $0 | $192,000 | $0 | $149,243 | $0 | $314,072 | $0 | $16,411 | $0 | $1,247,851 | $0 | $54,480 | $0 |
| ELIZABETH DALE EDD | ||||||||||||||
| EVP, CHIEF ADVANCEMENT OFFICER | $502,885 | $0 | $170,500 | $0 | $235,789 | $0 | $265,362 | $0 | $10,533 | $0 | $1,185,069 | $0 | $89,712 | $0 |
| JOHN C EKARIUS | ||||||||||||||
| EVP, CHIEF OF STAFF | $554,636 | $0 | $178,813 | $0 | $150,056 | $0 | $265,362 | $0 | $7,637 | $0 | $1,156,504 | $0 | $0 | $0 |
| JEFFREY STEVENS | ||||||||||||||
| EVP, CHIEF HR OFFICER | $500,237 | $0 | $215,500 | $0 | $80,466 | $0 | $371,215 | $0 | $22,843 | $0 | $1,190,261 | $0 | $0 | $0 |
| JACK LUDMIR MD | ||||||||||||||
| EVP, EQTY ASSOC PROV(EFF 1/19) | $585,222 | $0 | $92,857 | $0 | $38,378 | $0 | $57,731 | $0 | $15,543 | $0 | $789,731 | $0 | $0 | $0 |
| NASSAR NIZAMI | ||||||||||||||
| EVP, CHIEF INFORMATION OFFICER | $478,478 | $0 | $225,099 | $0 | $4,573 | $0 | $30,250 | $0 | $22,164 | $0 | $760,564 | $0 | $0 | $0 |
| CHARLES G LEWIS | ||||||||||||||
| EVP, CHIEF GRWTH&MRKT OFFICER | $440,704 | $0 | $139,500 | $0 | $67,064 | $0 | $278,863 | $0 | $24,191 | $0 | $950,322 | $0 | $0 | $0 |
| ROSALYN RITTS PHD | ||||||||||||||
| EVP, CHIEF INNOVATION OFFICER | $395,236 | $0 | $128,000 | $0 | $33,322 | $0 | $50,140 | $0 | $22,843 | $0 | $629,541 | $0 | $0 | $0 |
| NEIL GOMES | ||||||||||||||
| EVP, CHIEF DIGITAL OFFICER | $270,345 | $0 | $81,750 | $0 | $19,057 | $0 | $34,514 | $0 | $24,566 | $0 | $430,232 | $0 | $0 | $0 |
| STEPHANIE CONNERSMBABSNRN | ||||||||||||||
| EVP, COO JH (EFF 9/18) | $188,395 | $0 | $0 | $0 | $260 | $0 | $0 | $0 | $533 | $0 | $189,188 | $0 | $0 | $0 |
| JOSEPH W DEVINE FACHE | ||||||||||||||
| CHIEF EXPERIENCE OFFICER JH | $0 | $739,521 | $0 | $428,733 | $0 | $20,818 | $0 | $67,320 | $0 | $27,425 | $0 | $1,283,817 | $0 | $0 |
| ALFRED C SALVATO | ||||||||||||||
| SVP, CAPITAL MANAGEMENT & CIO | $533,219 | $0 | $162,060 | $0 | $81,904 | $0 | $73,743 | $0 | $17,409 | $0 | $868,335 | $0 | $30,646 | $0 |
| MICHAEL J VERGARE MD | ||||||||||||||
| SVP, PARTNERSHIPS&AFFILIATIONS | $497,675 | $4,636 | $121,175 | $0 | $78,179 | $0 | $35,750 | $464 | $19,671 | $0 | $752,450 | $5,100 | $4,037 | $0 |
| RONALD BOWLAN | ||||||||||||||
| SVP, FACILITIES & CAMPUS PLAN | $349,320 | $0 | $83,672 | $0 | $47,527 | $0 | $35,750 | $0 | $15,802 | $0 | $532,071 | $0 | $2,187 | $0 |
| JOSEPH HILL | ||||||||||||||
| SVP, CHIEF DIVERSITY OFFICER | $304,937 | $0 | $62,986 | $0 | $26,644 | $0 | $35,750 | $0 | $15,807 | $0 | $446,124 | $0 | $0 | $0 |
| ROBERT H ROSENWASSER MD | ||||||||||||||
| PROFESSOR & PHYSICIAN | $1,233,541 | $282,750 | $113,750 | $0 | $617,593 | $0 | $35,750 | $26,975 | $17,317 | $0 | $2,017,951 | $309,725 | $320,056 | $0 |
| JAMES S HARROP MD | ||||||||||||||
| PROFESSOR & PHYSICIAN | $227,059 | $1,035,907 | $0 | $733,934 | $34,069 | $0 | $27,640 | $27,500 | $23,995 | $0 | $312,763 | $1,797,341 | $0 | $0 |
| SRINIVAS PRASAD MD MS | ||||||||||||||
| PROFESSOR & PHYSICIAN | $59,774 | $1,460,131 | $0 | $318,188 | $1,140 | $0 | $6,600 | $27,500 | $8,789 | $0 | $76,303 | $1,805,819 | $0 | $0 |
| JACK JALLO MD PHD | ||||||||||||||
| PROFESSOR & PHYSICIAN | $260,199 | $1,117,204 | $0 | $432,404 | $2,622 | $0 | $34,450 | $27,500 | $25,995 | $0 | $323,266 | $1,577,108 | $0 | $0 |
| MARC R ROSEN MD | ||||||||||||||
| PROFESSOR & PHYSICIAN | $93,872 | $1,066,766 | $0 | $280,785 | $22,939 | $0 | $12,870 | $27,500 | $26,595 | $0 | $156,276 | $1,375,051 | $0 | $0 |
| THEODORE F TARASCHI PHD | ||||||||||||||
| FORMER OFFICER | $239,405 | $0 | $34,425 | $0 | $7,888 | $0 | $35,750 | $0 | $16,082 | $0 | $333,550 | $0 | $0 | $0 |
| JOHN J KELLY MD | ||||||||||||||
| FORMER OFFICER | $0 | $0 | $0 | $0 | $0 | $707,174 | $0 | $0 | $0 | $0 | $0 | $707,174 | $0 | $67,155 |
| STEPHEN SPINELLI | ||||||||||||||
| FORMER KEY EMPLOYEE | $305,813 | $0 | $279,000 | $0 | $367,883 | $0 | $35,750 | $0 | $10,682 | $0 | $999,128 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART VII AND SCHEDULE J | TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2018 FORMS W-2. |
| SCHEDULE J, PART I; QUESTION 1 | CERTAIN OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 2018 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES FOR THESE INDIVIDUALS, AS THESE EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME. BRUCE A. MEYER, M.D., MBA, AND NASSAR NIZAMI RELOCATED TO THE STATE OF PENNSYLVANIA FOR THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH WORK PURPOSES. IN ORDER TO FACILITATE THE RELOCATION OF THEIR PRIMARY RESIDENCES, THE ORGANIZATION PROVIDED A HOUSING/MOVING ALLOWANCE WHICH WAS INCLUDED EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("PERQUISITE PROGRAM") FOR CERTAIN MEMBERS OF ITS SENIOR LEADERSHIP TEAM. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NON-QUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENEFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED WITHIN THE EMPLOYEES' FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE. THE FOLLOWING INDIVIDUALS PARTICIPATED IN THE ORGANIZATION'S PERQUISITE PROGRAM: STEPHEN K. KLASKO, M.D., MBA; CRISTINA G. CAVALIERI, ESQ.; PETER L. DEANGELIS, JR.; BRUCE A. MEYER, M.D., MBA; ANNE BOLAND DOCIMO, M.D., MBA; LAURENCE M. MERLIS; MARK L. TYKOCINSKI, M.D.; KATHLEEN KINSLOW, CRNA, MBA; KATHLEEN GALLAGHER; ELIZABETH DALE, ED.D.; JOHN C. EKARIUS; JEFFREY STEVENS; JACK LUDMIR, M.D.; CHARLES G. LEWIS; ROSALYN RITTS, PH.D.; ALFRED C. SALVATO; MICHAEL J. VERGARE, M.D.; RONALD BOWLAN; JOSEPH HILL; AND STEPHEN SPINELLI. |
| SCHEDULE J, PART I; QUESTION 4A | THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2018 WHICH WERE INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: ANNE BOLAND DOCIMO, M.D., MBA, $173,077; JOHN J. KELLY, M.D., $640,019; AND STEPHEN SPINELLI, $288,462. |
| SCHEDULE J, PART I; QUESTION 4B | THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CRISTINA G. CAVALIERI, ESQ., $82,915; LAURENCE M. MERLIS, $197,279; MARK L. TYKOCINSKI, M.D., $121,692; KATHLEEN KINSLOW, CRNA, MBA, $136,098; KATHLEEN GALLAGHER, $77,351; ELIZABETH DALE, ED.D, $172,811; JOHN C. EKARIUS, $79,698; ALFRED C. SALVATO, $42,441; MICHAEL J. VERGARE, M.D., $36,555; RONALD E. BOWLAN, $6,908; ROBERT H. ROSENWASSER, M.D., $584,615 AND STEPHEN SPINELLI, $2,462. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES CURRENT YEAR VESTING IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $2,786,480; AND ANNE BOLAND DOCIMO, M.D., MBA, $910,105. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $457,724; PETER L. DEANGELIS, JR., $111,486; BRUCE A. MEYER, M.D., MBA, $276,633; LAURENCE M. MERLIS, $138,060; KATHLEEN KINSLOW, CRNA, MBA, $73,475; KATHLEEN GALLAGHER, $48,710; JEFFREY STEVENS, $39,415; JACK LUDMIR, M.D., $21,981; CHARLES G. LEWIS, $22,385; ROSALYN RITTS, PH.D., $14,390; NEIL GOMES, $4,264; JOSEPH W. DEVINE, FACHE, $37,973 AND ALFRED C. SALVATO, $37,993. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $902,262; CRISTINA G. CAVALIERI, ESQ., $229,612; PETER L. DEANGELIS, JR., $275,575; BRUCE A. MEYER, M.D., MBA, $422,255; LAURENCE M. MERLIS, $459,224; MARK L. TYKOCINSKI, M.D., $220,728; KATHLEEN KINSLOW, CRNA, MBA, $333,224; KATHLEEN GALLAGHER, $229,612; ELIZABETH DALE, ED.D., $229,612; JOHN C. EKARIUS, $229,612; JEFFREY STEVENS, $296,050 AND CHARLES G. LEWIS, $220,728. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN A LONG-TERM INCENTIVE PLAN, WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HIS 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $711,149. |
| SCHEDULE J, PART I; QUESTION 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2018 WHICH AMOUNTS WERE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. |
| SCHEDULE J, PART II; COLUMN F | THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN), EXECUFLEX PLAN, AND/OR EMPLOYER RECRUITMENT AND RETENTION PROGRAM AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEAR'S FORMS 990. ADDITIONALLY, THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED IN EACH INDIVIDUAL'S 2018 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $2,300,815; CRISTINA G. CAVALIERI, ESQ., $2,389; ANNE BOLAND DOCIMO, M.D., MBA, $556,539; LAURENCE M. MERLIS, $197,279; MARK L. TYKOCINSKI, M.D., $4,838; KATHLEEN KINSLOW, CRNA, MBA, $136,098; KATHLEEN GALLAGHER, $54,480; ELIZABETH DALE, ED.D., $89,712; ALFRED C. SALVATO, $30,646; MICAHEL J. VERGARE, M.D., $4,037; RONALD E. BOWLAN, $2,187; ROBERT H. ROSENWASSER, M.D., $320,056 AND JOHN J. KELLY, M.D., $67,155. |
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 |
|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 70917RHC2 | 2006-12-13 | $63,412,500 | REFUNDING PREVIOUS BOND & CAP EXP | false | false | false |
| PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 232243852 | 70917R8G3 | 2012-10-04 | $45,634,203 | CAPITAL PURCHASES & IMPROVEMENTS | false | false | false |
| MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY | ||||||||
| C | 232328939 | 313604WK9 | 2012-08-02 | $205,883,542 | REFUNDING PREVIOUS BONDS & CAP EXP | false | false | Yes (true) |
| PHILADELPHIA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| D | 232243852 | 70917SNP4 | 2015-02-26 | $550,268,991 | CONSTRUCTION & REFUNDING PREV BOND | 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 | $0 | $0 | $63,412,500 | $0 | $0 | $0 | $420,474 | $777,430 | $0 | $62,214,596 | $0 | $0 | 2007 | false | Yes (true) | Yes (true) | Yes (true) |
| B | $0 | $0 | $45,634,203 | $0 | $0 | $0 | $562,929 | $0 | $0 | $21,285,000 | $23,786,274 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $205,886,594 | $0 | $0 | $0 | $1,973,968 | $0 | $0 | $34,050,210 | $169,862,416 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
| D | $0 | $0 | $550,268,991 | $0 | $0 | $0 | $4,608,598 | $0 | $0 | $545,660,383 | $0 | $0 | 2016 | Yes (true) | 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 | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||||
| B | 0.00260 | false | Yes (true) | false | false | 0.00260 | 0.00520 | false | false | false | Yes (true) | |
| C | 0.00300 | false | Yes (true) | Yes (true) | false | 0.00300 | 0.00600 | false | false | false | Yes (true) | 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 | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | 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 | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | false | 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) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, COLUMN D | ADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. ADDITIONAL 2019A CUSIP NUMBERS INCLUDE: 613603BS5 |
| SCHEDULE K, PART IV, LINE 2C | SERIES 2006B BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JANUARY 29, 2008 AS ALL FUNDS WERE DEPOSITED INTO AN IRREVOCABLE ESCROW ACCOUNT. SERIES 2012 BONDS (ABINGTON) - A REBATE CALCULATION WAS PERFORMED AS OF AUGUST 1, 2017. SERIES 2015 BONDS (TJU) - A FINAL REBATE CALCULATION WAS PERFORMED AS OF JUNE 23, 2016 AS ALL BOND PROCEEDS WERE EXPENDED AS OF MAY 3, 2016. THERE IS NO FUTURE LIABILITY PROVIDED THERE ARE NO REPLACEMENT PROCEEDS AND THE DEBT SERVICE FUND CONTINUES TO OPERATE AS A BONA FIDE DEBT SERVICE FUND. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | ||||||||
| A | 232237287 | 71781XCR2 | 2017-02-08 | $380,043,540 | REFINANCE PRIOR BONDS & CAP PROJ. | false | false | false |
| MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH | ||||||||
| B | 232247147 | 613603ZK8 | 2018-05-03 | $539,430,006 | REFINANCE PRIOR BONDS & CAP PROJ. | false | false | false |
| MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTH | ||||||||
| C | 232247147 | 613603B57 | 2019-06-27 | $497,019,314 | REFINANCE PRIOR BONDS & CAP PROJ. | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 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 | $0 | $0 | $380,043,540 | $0 | $0 | $0 | $3,811,350 | $0 | $0 | $26,016,499 | $24,414,878 | $9,310,262 | 2018 | Yes (true) | false | Yes (true) | Yes (true) |
| B | $252,298,770 | $0 | $539,730,432 | $0 | $0 | $0 | $4,432,770 | $0 | $0 | $53,674,551 | $247,866,000 | $149,054,565 | 2021 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $0 | $0 | $497,019,314 | $0 | $0 | $0 | $4,280,956 | $0 | $0 | $87,641,093 | $50,072,722 | $374,242,158 | 2021 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | 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 | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN K KLASKO | PersonNm |
| Relationship With Org | PRES/CEO | RelationshipWithOrgTxt |
| Loan Purpose | MORTGAGE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $300,000 | OriginalPrincipalAmt |
| Balance Due | $300,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $300,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JACOB LANDMAN | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | FAMILY MEMBER OF TRUSTEE | RelationshipDescriptionTxt |
| Transaction | $56,731 | TransactionAmt |
| Transaction | EMPLOYEE | TransactionDesc |
| Sharing Of Revenues | false | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $52,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,592,050 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | BROAD STREET LEASE | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $180,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (25 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY ("TJU") WAS FIRST INCORPORATED UNDER THE NAME JEFFERSON MEDICAL COLLEGE OF PHILADELPHIA BY A SPECIAL ACT OF THE PENNSYLVANIA GENERAL ASSEMBLY IN 1838. TJU IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). TODAY, TJU IS AN INNOVATIVE HEALTH SCIENCES UNIVERSITY THAT CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY ("SKMC") AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. TJU'S EDUCATIONAL PROGRAMS ARE FULLY ACCREDITED AND IT EDUCATES OVER 4,000 STUDENTS ANNUALLY. TJU EDUCATES MEDICAL STUDENTS, NURSES, SCIENTISTS, PHYSICIAN'S ASSISTANTS, TECHNICIANS, PHARMACISTS, OCCUPATIONAL AND PHYSICAL THERAPISTS, POPULATION HEALTH EXPERTS, AND OTHER HEALTHCARE PROFESSIONALS TO PROVIDE HEALTHCARE SERVICES AND TO CONDUCT CUTTING-EDGE SCIENTIFIC AND MEDICAL RESEARCH IN THE CURE AND PREVENTION OF DISEASES. TJU ALSO CONDUCTS CLINICAL AND STATISTICAL RESEARCH, STUDIES, AND EXPERIMENTS TO IMPROVE CURRENT DISEASE PREVENTION AND TREATMENT KNOWLEDGE AND TECHNIQUES. TJU DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTER-PROFESSIONAL APPROACHES TO LEARNING THAT OFFER A VIBRANT AND EXPANDABLE PLATFORM FOR EDUCATION. THROUGH THIS UNIQUE MODEL, WE ARE PREPARING OUR STUDENTS FOR CURRENT AND YET-TO-BE-IMAGINED CAREERS SETTING TOMORROW'S STANDARDS BY BREAKING TODAY'S. TJU ALSO SERVES AS THE PARENT OR CONTROLLING ORGANIZATION OF A GROUP OF AFFILIATED TAX-EXEMPT ORGANIZATIONS CONDUCTING THEIR OPERATIONS AS JEFFERSON HEALTH ("JEFFERSON HEALTH", OR THE "SYSTEM"). THE SYSTEM INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITALS ("TJUH"), JEFFERSON UNIVERSITY PHYSICIANS ("JUP"), METHODIST ASSOCIATES IN HEALTHCARE, ABINGTON HEALTH, THE ARIA HEALTH SYSTEM, PHILADELPHIA UNIVERSITY, THE KENNEDY HEALTH SYSTEM AND MAGEE REHABILITATION HOSPITAL. THE SYSTEM AS A WHOLE OPERATES AS AN INTEGRATED ACADEMIC MEDICAL CENTER AND HAS A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. OUR MISSION: WE IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION. OUR VISION: WE ARE REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. CURRENT ACTIVITIES ================== TJU CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE EDUCATION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AS WELL AS THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, REHABILITATION SCIENCES AND LIFE SCIENCES. SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY (SKMC) ------------------------------------------------------------------- SKMC WAS ORIGINALLY KNOWN AS THE JEFFERSON MEDICAL COLLEGE, WHICH WAS FOUNDED IN 1824. SKMC HAS AWARDED MORE THAN 31,000 MEDICAL DEGREES AND HAS MORE LIVING GRADUATES THAN ANY OTHER PRIVATE MEDICAL SCHOOL IN THE NATION. IT OFFERS BOTH UNDERGRADUATE MEDICAL EDUCATION PROGRAMS AND INNOVATIVE JOINT DEGREE PROGRAMS TO MORE THAN 1,000 STUDENTS EACH YEAR. SKMC IS RECOGNIZED FOR ITS BALANCED APPROACH TO MEDICAL EDUCATION, AND APPROXIMATELY ONE OUT OF FOUR TO ONE OUT OF FIVE APPLICANTS THROUGHOUT THE UNITED STATES APPLY TO SKMC. IT IS COMMITTED TO (1) EDUCATING PHYSICIANS WHO WILL FORM AND LEAD THE INTEGRATED HEALTHCARE DELIVERY AND RESEARCH TEAMS OF TOMORROW; (2) DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE THROUGH INVESTIGATION FROM THE LABORATORY TO THE BEDSIDE, AND INTO THE COMMUNITY; AND (3) SETTING THE STANDARD FOR QUALITY, COMPASSIONATE AND EFFICIENT PATIENT CARE FOR OUR COMMUNITY AND FOR THE NATION. JEFFERSON COLLEGE OF NURSING ---------------------------- SINCE 1891, WHEN NURSING EDUCATION BEGAN AT TJU, GRADUATES OF TJU NURSING PROGRAMS HAVE BEEN LEADERS IN EDUCATION, RESEARCH, HEALTHCARE DELIVERY, AND COMMUNITY SERVICE. THE FACULTY AND LEADERSHIP OF THE JEFFERSON COLLEGE OF NURSING ("JCN") ARE COMMITTED TO WORKING WITH THEIR STUDENTS TO CONTINUE THIS RICH TRADITION. JCN CONTINUALLY MAKES INNOVATIVE CURRICULAR CHANGES AIMED AT PREPARING ITS STUDENTS TO FUNCTION AS OUTSTANDING NURSING PROFESSIONALS IN A DYNAMIC HEALTHCARE ENVIRONMENT. A CRUCIAL CHARACTERISTIC OF TODAY'S HEALTHCARE SYSTEM IS THE INTER-PROFESSIONAL NATURE OF PRACTICE. AS AN INTEGRAL PART OF A MAJOR ACADEMIC HEALTH CENTER, JCN AFFORDS ITS STUDENTS THE OPPORTUNITY TO INTERACT WITH OTHER STUDENTS IN AN ARRAY OF HEALTHCARE PROFESSIONS. THE ENTIRE CURRICULUM IS BASED ON A SET OF CORE COMPETENCIES THAT FACULTY AND FUTURE EMPLOYERS BELIEVE IS ESSENTIAL TO EFFECTIVE PRACTICE. JCN'S STRATEGIC PLAN COMMITS TO MAINTAINING ITS STATUS AS A PREMIER EDUCATIONAL INSTITUTION FOR THE EDUCATION AND CLINICAL PREPARATION OF OUTSTANDING NURSE LEADERS AND PROFESSIONALS. JCN DRAWS UPON A MULTITUDE OF RESOURCES WITHIN TJU AND ITS CLINICAL AFFILIATES. TJU ENSURES THAT THE COLLEGE'S FACULTY ACHIEVES SUPERIOR QUALITY IN PRACTICE, RESEARCH, AND TEACHING, THEREBY PROVIDING THE APPROPRIATE BACKDROP FOR EXCELLENT EDUCATIONAL EXPERIENCES FOR ITS STUDENT BODY. FOR EVERY STUDENT THIS MEANS AN EDUCATIONAL CREDENTIAL THAT OPENS EXCEPTIONAL ACCESS TO EMPLOYMENT IN HEALTHCARE PRACTICE SETTINGS. NURSES GRADUATING FROM JCN BOAST EXCELLENT SUCCESS RATES ON REQUIRED LICENSURE AND CERTIFICATION EXAMINATIONS, WHICH ARE CONSISTENTLY ABOVE THE NATIONAL AVERAGE. JCN PROGRAMS ARE DESIGNED NOT ONLY TO ASSIST JCN STUDENTS IN DEVELOPING THE KNOWLEDGE, SKILLS, AND COMPETENCIES NECESSARY TO ENTER AND EXCEL IN THE NURSING PROFESSION BUT ALSO TO EDUCATE NURSES WHO MODEL POSITIVE ATTITUDES, CRITICAL THINKING, PROBLEM-SOLVING STRATEGIES AND STRONG PROFESSIONAL ETHICS IN ALL THEIR PROFESSIONAL ROLES. JEFFERSON COLLEGE OF PHARMACY ----------------------------- THE JEFFERSON COLLEGE OF PHARMACY ("JCP") PROVIDES AN INNOVATIVE DOCTOR OF PHARMACY PROGRAM THAT PREPARES ITS GRADUATES FOR INTERESTING AND CHALLENGING PHARMACY PRACTICE ROLES ACROSS THE HEALTHCARE CONTINUUM. UNDERPINNING THE JCP CURRICULUM IS AN ACCOMPLISHED AND DIVERSE TEAM OF HEALTHCARE LEADERS, TEACHERS, RESEARCHERS AND PRECEPTORS (PRACTITIONERS) WHO MAKE UP ITS FACULTY. COLLECTIVELY, THIS GROUP BRINGS A BROAD RANGE OF EXPERIENCES AND PERSPECTIVES TO TJU STUDENTS, AND THEY ARE RECOGNIZED FOR THEIR LEADERSHIP IN NATIONAL AND INTERNATIONAL PHARMACY AND HEALTHCARE MEMBERSHIP ORGANIZATIONS AS WELL AS THEIR RESEARCH IN PHARMACEUTICS, PHARMACOLOGY, HEALTH OUTCOMES, THE CLINICAL SCIENCES AND RELATED FIELDS. DURING THE PAST ACADEMIC YEAR, JCP UNDERWENT ITS FIRST RE-ACCREDITATION BY THE ACCREDITATION COUNCIL FOR PHARMACY EDUCATION. AS PART OF THIS PROCESS, THE DOCTOR OF PHARMACY (PHARMD) PROGRAM RECEIVED A FULL 8-YEAR REACCREDITATION THROUGH JUNE 30, 2026. JCP'S MISSION IS TO PREPARE ITS STUDENTS FOR CAREERS IN THE PROFESSION OF PHARMACY. THROUGH THE PROVISION OF A LEARNER-CENTERED, INTERDISCIPLINARY CURRICULUM, STUDENTS DEVELOP THE REQUISITE KNOWLEDGE, SKILLS, AND ATTITUDES TO PROVIDE EXCELLENT PATIENT-CENTERED AND POPULATION-BASED CARE. CONSISTENT WITH THE MISSION OF TJU, JCP STRIVES TO DEVELOP A SENSE OF SOCIAL, PERSONAL AND PROFESSIONAL RESPONSIBILITY IN ITS STUDENTS. JCP PROVIDES A SUPERB ENVIRONMENT THAT FOSTERS COLLABORATIVE RELATIONSHIPS WITH HEALTHCARE PRACTITIONERS AND SCIENTISTS THAT RESULT IN THE ADVANCEMENT OF PATIENT CARE, SAFETY, EDUCATIONAL METHODOLOGIES, AND RESEARCH. JCP CLASSROOM, LABORATORY AND PHARMACY-PRACTICE EXPERIENCES ARE COMPLEMENTED BY A WIDE RANGE OF CO-CURRICULAR AND EXTRACURRICULAR ACTIVITIES DESIGNED TO ENABLE STUDENT PHARMACISTS TO BECOME COMPETENT AND CONFIDENT PRACTITIONERS THAT APPLY THEIR KNOWLEDGE AND SKILLS TO CARE FOR INDIVIDUAL PATIENTS AS WELL AS IMPROVE THE OVERALL HEALTH OF THE COMMUNITY. WITH A STRONG EMPHASIS ON LEADERSHIP SKILLS AND SOCIAL RESPONSIBILITY, JCP GRADUATES ARE PREPARED TO MAKE AN IMPACT. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | JEFFERSON COLLEGE OF HEALTH PROFESSIONS --------------------------------------- THE JEFFERSON COLLEGE OF HEALTH PROFESSIONS ("JCHP") (PREVIOUSLY KNOWN AS THE SCHOOL OF HEALTH PROFESSIONS) OFFERS INTER-PROFESSIONAL PROGRAMS ACROSS THE HEALTH PROFESSIONS. JCHP OFFERS DEGREES RANGING FROM A BACHELOR OF SCIENCE THROUGH CLINICAL DOCTORATE ACROSS SEVERAL ACADEMIC DEPARTMENTS WHICH INCLUDE THE FOLLOWING: COUNSELING & BEHAVIORAL HEALTH TJU COMBINED TWO OF ITS DISTINGUISHED GRADUATE PROGRAMS, ITS MS IN COUPLE AND FAMILY THERAPY AND ITS MS IN COMMUNITY AND TRAUMA COUNSELING, TO CREATE THE COUNSELING AND BEHAVIORAL HEALTH DEPARTMENT. THE DEPARTMENT INCREASES COLLABORATION AMONG TJU'S BEHAVIORAL HEALTH PROGRAMS AND PROVIDES THE FRAMEWORK TO EXPAND TJU'S EDUCATIONAL BEHAVIORAL HEALTH OFFERINGS. DISASTER MEDICINE & MANAGEMENT THE MASTER OF SCIENCE IN DISASTER MEDICINE AND MANAGEMENT PROGRAM, DELIVERED AS A PARTNERSHIP BETWEEN TJU AND THE DEPARTMENT OF EMERGENCY MEDICINE OF THE ALBERT EINSTEIN HEALTH NETWORK, PREPARES STUDENTS TO MANAGE AND DEVELOP THE INCREASINGLY COMPLEX DISASTER MANAGEMENT AND PREPAREDNESS REQUIREMENTS OF THE 21ST CENTURY. THE DISASTER MEDICINE AND MANAGEMENT PROGRAM IS DESIGNED TO EDUCATE MEDICAL, PUBLIC SAFETY AND DEFENSE PROFESSIONALS WORKING IN THE PUBLIC AND PRIVATE SECTORS TO PLAN FOR, RESPOND TO, AND MITIGATE THE EFFECTS OF NATURAL AND MANMADE DISASTERS, INCLUDING TERRORISM, WAR, TSUNAMIS, EARTHQUAKES, HURRICANES, FLOODS, WILDFIRES, VOLCANOES, HAZARDOUS MATERIALS AND MAJOR POWER GRID DISRUPTIONS. HEALTH SCIENCES - THE BACHELORS OF SCIENCE IN HEALTH SCIENCES PROGRAM OFFERS STUDENTS AN UNDERGRADUATE EMPHASIS ON HEALTHCARE. STUDENTS CAN USE THE PROGRAM TO MEET PREREQUISITES FOR NURSING SCHOOL, PHARMACY SCHOOL, MEDICAL SCHOOL AND OTHER POST-GRADUATE STUDIES. STUDENTS CAN ALSO PARTICIPATE IN ACCELERATED UNDERGRADUATE DEGREE PROGRAMS IN THE HEALTH SCIENCES COMBINED WITH MASTER'S DEGREES IN PHYSICIAN ASSISTANT STUDIES, OCCUPATIONAL THERAPY, COMMUNITY AND TRAUMA COUNSELING, ATHLETIC TRAINING OR MEDICAL LAB SCIENCES AND BIOTECHNOLOGY. MEDICAL IMAGING & RADIATION SCIENCES - TJU'S DEPARTMENT OF MEDICAL IMAGING & RADIATION SCIENCES PROVIDES EXCELLENCE AND LEADERSHIP IN ALL ASPECTS OF RADIOLOGIC SCIENCES BY TEACHING, UNDERTAKING RESEARCH AND PROVIDING EXEMPLARY CLINICAL PRACTICE SKILLS IN THE BROAD FIELD COVERED BY THIS DISCIPLINE. THE DEPARTMENT OF MEDICAL IMAGING & RADIATION SCIENCES IS ONE OF THE FEW ACADEMIC PROGRAMS THAT HAVE BOTH A BACHELOR'S AND MASTER'S DEGREE OPTION IN THE FIELD OF RADIOLOGIC SCIENCES. MEDICAL LABORATORY SCIENCES & BIOTECHNOLOGY - A MEDICAL LABORATORY SCIENTIST LAYS THE FOUNDATION FOR THE HEALTHCARE AND SCIENCE-BASED INDUSTRIES BY DIAGNOSING ABNORMAL CELLS BEFORE THEY TRANSFORM TO CANCER, MONITORING A PATIENT'S HEALTH OR DISEASE STATUS, ISOLATING A MOLECULE THAT WILL BECOME A MEDICINE OR MAPPING A GENETIC PATTERN THAT CAN SOLVE A CRIME. TJU'S PROGRAM OFFERS ONE OF THE MOST ROBUST MULTISPECIALTY CURRICULA IN THE COUNTRY AND IS THE ONLY INSTITUTION IN THE REGION TO OFFER ACADEMIC HEALTHCARE PROGRAMS IN BIOTECHNOLOGY/MOLECULAR SCIENCES, CYTOTECHNOLOGY/CELL SCIENCES AND MEDICAL LABORATORY SCIENCES. STUDENTS PARTICIPATE IN CORE CURRICULUM COURSES SPANNING THESE DISCIPLINES, AND LEARN AND PRACTICE SPECIALIZED HANDS-ON, LABORATORY-BASED TRAINING AT EVERY STAGE OF THEIR PROGRAMS. MIDWIFERY & WOMEN'S HEALTH - THE MIDWIFERY INSTITUTE AT JEFFERSON IS ON THE CUTTING EDGE OF A CHANGING WORLD, BY WEAVING TRADITION WITH TECHNOLOGY, AND OFFERS STUDENTS EDUCATION FOR THE BETTERMENT OF THE HEALTH OF WOMEN, THEIR FAMILIES, AND COMMUNITIES. THE MIDWIFERY INSTITUTE AT JEFFERSON HAS BEEN EDUCATING MIDWIVES FOR MORE THAN TWO DECADES. THROUGH AN INNOVATIVE ONLINE DISTANCE LEARNING MODEL OF MIDWIFERY EDUCATION, THE PROGRAM IS ABLE TO OFFER A WIDE RANGE OF STUDENTS, FACULTY AND ALUMNI A SUPPORTIVE, ENCOURAGING NETWORK TO LEARN AND EXPLORE. PHYSICIAN ASSISTANT STUDIES TJU'S PHYSICIAN ASSISTANT STUDIES PROGRAM PREPARES STUDENTS TO BE LEADERS IN HEALTHCARE AND HUMAN SERVICES, AND USE ADVANCED EXPERTISE TO TRANSLATE KNOWLEDGE AND SKILLS INTO EVIDENCE-BASED, INNOVATIVE MEDICAL PRACTICE. THE CURRICULUM IS BASED ON A SET OF CORE COMPETENCIES THAT ARE ESSENTIAL TO EFFECTIVE PRACTICE. PROGRAMS CONTINUALLY MAKE INNOVATIVE CURRICULAR CHANGES TO PREPARE STUDENTS TO FUNCTION AS OUTSTANDING HEALTH PROFESSIONALS IN THE DYNAMIC ENVIRONMENT OF HEALTHCARE. AS AN INTEGRAL PART OF A MAJOR ACADEMIC HEALTH CENTER, STUDENTS HAVE MANY INTER-PROFESSIONAL OPPORTUNITIES FOCUSED ON WORKING TOGETHER, UNDERSTANDING ONE ANOTHER'S CONTRIBUTIONS AND EFFECTIVELY COMMUNICATING IN ORDER TO PROVIDE THE BEST POSSIBLE CARE FOR PATIENTS. JEFFERSON COLLEGE OF POPULATION HEALTH -------------------------------------- TJU ESTABLISHED THE JEFFERSON COLLEGE OF POPULATION HEALTH ("JCPH") IN 2003 TO PROVIDE GRADUATE EDUCATION THAT PREPARES LEADERS WITH GLOBAL VISION TO EXAMINE THE SOCIAL DETERMINANTS OF HEALTH AND TO EVALUATE, DEVELOP AND IMPLEMENT HEALTH POLICIES AND SYSTEMS THAT WILL IMPROVE THE HEALTH OF POPULATIONS AND ENHANCE THE QUALITY OF LIFE. ORIGINALLY FORMED IN 1990 AS THE OFFICE OF HEALTH POLICY AND CLINICAL OUTCOMES, JCHP PREPARES HEALTHCARE PROVIDERS FOR THE CHALLENGES OF A DYNAMIC HEALTHCARE ENVIRONMENT. THE INCREASING COMPLEXITY OF HEALTHCARE AND ITS IMPORTANCE TO THE NATIONAL ECONOMY ESTABLISHED THE NEED AND DEMAND FOR PROFESSIONALS AND RESEARCHERS WELL-VERSED AND PREPARED TO ASSUME LEADERSHIP ROLES. IN ADDITION, THE COMPLEXITY AND SCOPE OF THE INDUSTRY REQUIRED THAT RESEARCH AND EDUCATION BE ADDRESSED COMPREHENSIVELY AND HOLISTICALLY FROM THE PERSPECTIVE OF POPULATION HEALTH: HEALTH OUTCOMES AND THEIR DISTRIBUTION WITHIN THE POPULATION, THE DETERMINANTS THAT INFLUENCE THIS DISTRIBUTION, AND THE POLICIES AND INTERVENTIONS THAT IMPACT THESE DETERMINANTS. JCPH SEEKS TO CREATE CONDITIONS THAT PROMOTE HEALTH, PREVENT ADVERSE EVENTS, AND IMPROVE OUTCOMES. POPULATION HEALTH BUILDS ON PUBLIC HEALTH FOUNDATIONS BY: - CONNECTING PREVENTION, WELLNESS AND BEHAVIORAL HEALTH SCIENCE WITH HEALTHCARE DELIVERY, QUALITY AND SAFETY, DISEASE PREVENTION/MANAGEMENT AND ECONOMIC ISSUES OF VALUE AND RISK ALL IN THE SERVICE OF A SPECIFIC POPULATION, BE IT A CITY, PROVIDER'S PRACTICE, EMPLOYEE GROUP, HOSPITAL'S PRIMARY SERVICE AREA OR AGE GROUP; - IDENTIFYING SOCIO-ECONOMIC AND CULTURAL FACTORS THAT DETERMINE THE HEALTH OF POPULATIONS AND DEVELOPING POLICIES THAT ADDRESS THE IMPACT OF THESE DETERMINANTS; - APPLYING EPIDEMIOLOGY AND BIOSTATISTICS IN NEW WAYS TO MODEL DISEASE STATES, MAP THEIR INCIDENCE AND PREDICT THEIR IMPACT; AND - USING DATA ANALYSIS TO DESIGN SOCIAL AND COMMUNITY INTERVENTIONS AND NEW MODELS OF HEALTHCARE DELIVERY THAT STRESS CARE COORDINATION AND EASE OF ACCESSIBILITY. JEFFERSON COLLEGE OF REHABILITATION SCIENCES -------------------------------------------- JEFFERSON COLLEGE OF REHABILITATION SCIENCES ("JCRS") INCLUDES TJU'S OCCUPATIONAL THERAPY, PHYSICAL THERAPY AND ATHLETIC TRAINING PROGRAMS, TWO OF WHICH ARE RANKED BY U.S. NEWS & WORLD REPORT. THE OCCUPATIONAL THERAPY PROGRAM WAS RANKED #6 AND THE DEPARTMENT OF PHYSICAL THERAPY WAS RANKED #46. BOTH PROGRAMS OFFER STUDENTS OPPORTUNITIES TO PARTICIPATE IN RESEARCH, CLINICAL, AND EDUCATIONAL EXPERIENCES. DIVISION OF ATHLETIC TRAINING TJU'S ATHLETIC TRAINING PROGRAM MEETS THE GROWING DEMAND FOR PROFESSIONAL CERTIFIED ATHLETIC TRAINERS. IT PREPARES HIGHLY MOTIVATED STUDENTS WITH AN INTEREST IN THE MEDICAL FIELD TO TAKE THE BOARD OF CERTIFICATION) EXAMINATION UPON GRADUATION. DEPARTMENT OF OCCUPATIONAL THERAPY - TJU'S DEPARTMENT OF OCCUPATIONAL THERAPY, RANKED #6 NATIONALLY AND #1 IN THE DELAWARE VALLEY BY U.S. NEWS AND WORLD REPORT, PROMOTES THE HEALTH AND WELLBEING OF PEOPLE THROUGH THEIR OCCUPATION BY DEVELOPING PRACTITIONERS WHO DYNAMICALLY RESPOND TO CHANGING DEMANDS IN HEALTHCARE, COMMUNITY, AND ENVIRONMENTS AND ENGAGE IN SERVICE, PRACTICE, ADVOCACY, LEADERSHIP, SCHOLARSHIP, AND CONDUCT RESEARCH. DEPARTMENT OF PHYSICAL THERAPY - THE MISSION AND GOALS OF TJU'S DEPARTMENT OF PHYSICAL THERAPY FOCUS ON EXCELLENCE IN FOUR AREAS: EDUCATION, RESEARCH, HEALTHCARE DELIVERY AND COMMUNITY AND PROFESSIONAL SERVICE. (1) EDUCATION - TO PRODUCE HIGHLY COMPETENT SELF-REFLECTIVE PHYSICAL THERAPISTS THAT PRACTICE EVIDENCE-BASED PHYSICAL THERAPY, WHO ARE PATIENT ADVOCATES AND LEADERS IN THE COMMUNITY AND THE PROFESSION, AND WHO PREPARED TO TREAT A CULTURALLY DIVERSE POPULATION OF CLIENTS AND PURSUE PROFESSIONAL DEVELOPMENT OPPORTUNITIES. (2) RESEARCH - TO ADVANCE PHYSICAL THERAPY PRACTICE AND EDUCATION THROUGH DEVELOPMENT AND APPLICATION OF EVIDENCE-BASED PRACTICE AND THE PURSUIT OF CLINICAL, EDUCATIONAL AND TRANSLATIONAL RESEARCH. (3) CLINICAL PRACTICE - TO USE PHYSICAL THERAPY KNOWLEDGE AND SKILLS FOR THE BENEFIT OF PATIENTS AND SOCIETY BY PROVIDING EFFICIENT AND EFFECTIVE HEALTHCARE. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | (4) SERVICE - TO DEVELOP AND DELIVER INNOVATIVE MODELS OF PHYSICAL THERAPY PRACTICE TO SERVE THE HEALTH NEEDS OF DIVERSE PATIENT POPULATIONS LOCALLY AND GLOBALLY, TO PROVIDE STUDENTS OPPORTUNITY TO APPLY EDUCATION TO PRACTICE, AND SET THE STANDARDS OF PRACTICE FOR THE PROFESSION. PHYSICAL THERAPY ("PT") PROGRAM TJU'S PT PROGRAM IS ONE OF THE MOST RESPECTED PT PROGRAMS IN THE REGION. STUDENTS FROM AROUND THE COUNTRY COME TO EXPERIENCE A POSITIVE, COLLABORATIVE LEARNING ENVIRONMENT THAT CONTRIBUTES TO SUCCESS. ADVANCED PRACTICE CERTIFICATE IN HAND & UPPER LIMB REHABILITATION - TJU'S PROGRAM ENABLES PHYSICAL OR OCCUPATIONAL THERAPISTS TO PARTICIPATE IN ADVANCED STUDY OF THE HAND AND UPPER LIMB REHABILITATION. THE CURRICULUM CONSISTS OF FOUR GRADUATE LEVEL COURSES, OFFERED IN A CONVENIENT WEB-BASED FORMAT WITH LIMITED ONSITE WEEKEND SESSIONS TO PRACTICE PSYCHOMOTOR SKILLS REQUIRED FOR ADVANCED PRACTICE IN HAND THERAPY. THE COURSE WORK HAS HELPED GRADUATES PREPARE FOR THE CERTIFICATION IN HAND THERAPY EXAMINATION OFFERED BY THE HAND THERAPY CERTIFICATION COMMISSION. ADVANCED PRACTICE CERTIFICATE IN USING DESIGN IN HEALTHCARE DELIVERY - THE ADVANCED PRACTICE CERTIFICATE IN USING DESIGN IN HEALTHCARE DELIVERY PROVIDES PRACTICING OCCUPATIONAL THERAPY PRACTITIONERS AND OTHER HEALTHCARE PROFESSIONALS WITH SPECIFIC KNOWLEDGE IN DESIGN PRINCIPLES AND A DISTINCT SKILL-SET IN DESIGN APPROACHES AND METHODS THAT ENHANCES THEIR PRACTICE AND EXPANDS INTER-PROFESSIONAL COLLABORATIVE OPPORTUNITIES. THROUGH FOUR, 3-CREDIT ONLINE COURSES WITH LIMITED ON-CAMPUS SESSIONS, STUDENTS APPLY DESIGN PRINCIPLES AND STRATEGIES TO ENHANCE CLIENT INTERVENTION PLANNING, IMPLEMENTATION, AND OUTCOMES. JEFFERSON COLLEGE OF LIFE SCIENCES ---------------------------------- THE MISSION OF THE JEFFERSON COLLEGE OF LIFE SCIENCES ("JCLS") IS TO "TRAIN TOMORROW'S SCIENTIFIC LEADERS TODAY" BY PROVIDING THE HIGHEST QUALITY UNDERGRADUATE, GRADUATE AND POSTDOCTORAL EDUCATION AND RESEARCH TRAINING IN THE LIFE SCIENCES, IN ORDER TO PREPARE STUDENTS AND FELLOWS TO MAKE SIGNIFICANT CONTRIBUTIONS TO THE PROGRESS OF LIFE SCIENCE THROUGH CAREERS INCLUDING ACADEMIA, INDUSTRY, AND GOVERNMENT. JCLS AND ITS FACULTY OFFER COURSES AND PROGRAMS ACROSS A WIDE FIELD OF BASIC AND TRANSLATIONAL SCIENCES, LEADING TO THE BS DEGREE, PHD DEGREE, THE MS DEGREE AND GRADUATE CERTIFICATE PROGRAMS. IN ADDITION, JCLS OFFERS A POST BACCALAUREATE PRE-PROFESSIONAL PROGRAM FOR CANDIDATES INTERESTED IN COMPLETING THEIR PREREQUISITE COURSE WORK FOR MEDICAL AND PROFESSIONAL SCHOOLS. THE COLLEGE ALSO COORDINATES POSTDOCTORAL TRAINING PROGRAMS ACROSS THE CAMPUS. ADDITIONALLY, JCLS, IN CONJUNCTION WITH THE SIDNEY KIMMEL MEDICAL COLLEGE, OFFERS A COMBINED MD/PHD PROGRAM. THE COLLEGE'S EDUCATION AND TRAINING PROGRAMS PROVIDE A SOLID FOUNDATION FOR GRADUATES, MANY OF WHOM HAVE PURSUED ADDITIONAL GRADUATE AND PROFESSIONAL EDUCATION AND TRAINING PROGRAMS. OTHER JCLS GRADUATES HAVE DIRECTLY ENTERED SUCCESSFUL CAREERS INCLUDING POSITIONS AT COLLEGES AND UNIVERSITIES, PHARMACEUTICAL AND BIOTECHNOLOGY COMPANIES, HEALTHCARE SETTINGS, GOVERNMENT AGENCIES, AND MANY OTHER PROFESSIONAL VENUES. RESEARCH TRAINING AT JCLS IS ANCHORED BY A LARGE AND DIVERSE PORTFOLIO OF ACTIVE RESEARCH PROGRAMS WITH EXTENSIVE OUTSIDE GRANT SUPPORT. THAT FOUNDATION, COMBINED WITH CLINICAL RESEARCH AND PATIENT-CARE PROGRAMS, PROVIDES OPPORTUNITIES FOR PROFESSIONAL DEVELOPMENT AND BASIC AND TRANSLATIONAL RESEARCH EXPERIENCES IN A CHALLENGING, EXCITING AND SATISFYING UNDERGRADUATE AND GRADUATE TRAINING ENVIRONMENT. RESEARCH AT TJU =============== RESEARCH IS A KEY COMPONENT OF TJU'S TRIPARTITE MISSION AND LINKS DIRECTLY TO ITS EDUCATIONAL AND HEALTHCARE MISSION. ACROSS ALL DIVISIONS OF THE UNIVERSITY, ITS CENTERS AND INSTITUTES, AND ITS STUDENT OPPORTUNITIES, RESEARCH IS A DRIVING FORCE. TJU CONDUCTS MULTI-FACETED RESEARCH IN AUTISM, COMPUTATIONAL MEDICINE, HEMATOLOGY AND VASCULAR DISEASE, POPULATION HEALTH, NEUROSCIENCE, PULMONARY DISEASE, CANCER, FIBROSIS, IMMUNOLOGY AND INFECTIOUS DISEASE, MUSCULOSKELETAL DISEASE, AND METABOLISM AND MITOCHONDRIAL FUNCTION. TJU HAS GIVEN SPECIAL EMPHASIS TO RESEARCH FOCUSED ON CANCER AND CANCER BIOLOGY, CARDIAC AND CARDIOVASCULAR BIOLOGY, NEUROSCIENCE, POPULATION AND PUBLIC HEALTH, AND INFECTIOUS DISEASES AND VACCINES. CANCER: THROUGH THE SIDNEY KIMMEL CANCER CENTER, A NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER, TJU ACCELERATES DISCOVERY IN FIVE NCI-DESIGNATED PROGRAM AREAS, AIMING TO TRANSLATE FINDINGS INTO MORE EFFECTIVE TREATMENTS. THESE AREAS ARE CANCER CELL BIOLOGY AND SIGNALING, MOLECULAR BIOLOGY AND GENETICS, PROSTATE CANCER, BREAST CANCER AND GASTROINTESTINAL CANCER. CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH: IN 1939, MR. AND MRS. THOMAS D. CARDEZA ESTABLISHED THE CARDEZA FOUNDATION FOR HEMATOLOGIC RESEARCH IN THE DIVISION OF HEMATOLOGY IN DEPARTMENT OF MEDICINE AT THOMAS JEFFERSON UNIVERSITY AS A MEMORIAL TO CHARLOTTE DRAKE CARDEZA. CARDEZA FOUNDATION ENABLES TJU TO CONDUCT A BROAD RANGE OF BASIC RESEARCH, CLINICAL AND TRANSLATIONAL RESEARCH AND CORE LABORATORIES RELATED TO HEMATOLOGY, INCLUDING THROMBOSIS AND HEMOSTASIS, CIRCULATING BLOOD PLATELET CONTRIBUTIONS TO BLOOD CLOTTING AND GROWTH OF SOLID TUMORS, GENETIC EFFECTS OF PLATELET FUNCTIONS, BREAST AND PROSTATE CANCER CELL METASTASIS, GENE EXPRESSION IN MEGAKARYOCYTES AND PLATELETS AND THEIR ROLE IN CARDIOVASCULAR DISEASE AND THROMBOPOIESIS. FARBER INSTITUTE FOR NEUROSCIENCE: COMPOSED OF THE DEPARTMENTS OF NEUROLOGICAL SURGERY, NEUROLOGY, NEUROSCIENCE AND PSYCHIATRY AND HUMAN BEHAVIOR, THE FARBER INSTITUTE FOR NEUROSCIENCE, A DIVISION OF TJU, CONDUCTS BASIC, TRANSLATIONAL AND CLINICAL RESEARCH TO UNDERSTAND THE FUNDAMENTAL MECHANISMS OF THE NORMAL AND DISEASED BRAIN. FARBER INSTITUTE SPECIALISTS TRANSLATE THEIR UNDERSTANDING INTO TREATMENTS FOR NEURODEGENERATIVE AND OTHER DEVASTATING DISORDERS. RESEARCHERS AT THE INSTITUTE SHARE THEIR FINDINGS AND EXPERIENCES WITH OTHER ACADEMICS AND SPECIALISTS FROM AROUND THE WORLD AND WORK TOGETHER TO TREAT, PREVENT, AND FIND CURES FOR ALL KINDS OF NEUROLOGICAL AND SPINE DISORDERS. JEFFERSON VACCINE CENTER: JEFFERSON MEDICAL COLLEGE ESTABLISHED THE JEFFERSON VACCINE CENTER ("JVC") IN 2007 WITH THE GOAL OF COMBINING AND FURTHER ENHANCING THE EXISTING INTEREST AND EXPERTISE AT TJU IN THE AREA OF VACCINE RESEARCH FOR INFECTIOUS DISEASES AND CANCER. JVC COMBINES AND UTILIZES RESEARCH EFFORT IN IMMUNOLOGY, MICROBIAL PATHOGENESIS AND TUMOR IMMUNOLOGY. THE MISSION OF THE JVC IS TO STRENGTHEN THE BASIC AND TRANSLATIONAL RESEARCH AT TJU IN VACCINOLOGY AND THERAPEUTICS BY ESTABLISHING CUTTING EDGE RESEARCH PROGRAMS IN VACCINOMICS AND BUILDING A NATIONALLY AND INTERNATIONALLY KNOWN CENTER OF EXCELLENCE. DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY: THE DANIEL BAUGH INSTITUTE FOR FUNCTIONAL GENOMICS/COMPUTATIONAL BIOLOGY, PART OF TJU'S DEPARTMENT OF PATHOLOGY, ANATOMY AND CELL BIOLOGY, PROVIDES AN INTERDISCIPLINARY BASE FOR RESEARCH AND EDUCATION IN THE RAPIDLY EVOLVING FIELDS OF INTEGRATIVE MODELING AND COMPUTATIONAL ANALYSIS OF THE DYNAMICS OF BIOLOGICAL SYSTEMS. THE INSTITUTE FOCUSES ON THE DEVELOPMENT OF MAMMALIAN SYSTEMS BIOLOGY TO STUDY THE MULTI-SCALE REGULATORY NETWORKS IN THE CONTEXT OF ADAPTATION IN CENTRAL AUTONOMIC CONTROL CIRCUITS, DYSFUNCTION OF CARDIO-RESPIRATORY REGULATION, ALCOHOLIC LIVER DISEASE AND LIVER REPAIR, AND STEM CELL DIFFERENTIATION. IN ORDER TO STUDY INTRA- AND INTER-CELLULAR NETWORKS, TJU EMPLOYS GENOMIC AND OTHER "OMIC" TECHNOLOGIES TO ACQUIRE DATASETS SUITABLE FOR ANALYSES TO IDENTIFY VARIABLES AND RELATIONSHIPS THAT PROVIDE A BASIS FOR MODELING AND SIMULATION OF MULTI-SCALE SYSTEM DYNAMICS. TJU DEVELOPS BIOINFORMATICS TOOLS TO IMPROVE THE ABILITY TO DERIVE NETWORKS, PATHWAYS AND RELATIONSHIPS SUBSERVING CELLULAR PROCESSES. TJU BRINGS PRINCIPLES OF CONTROL AND SYSTEMS THEORY AS WELL AS PROBABILISTIC/STATISTICAL TECHNIQUES TO BEAR ON THE ANALYSIS OF BIOLOGICAL PROCESSES. THE FUTURE ========== TJU'S FORWARD-LOOKING EDUCATIONAL PROGRAMS INCLUDE ITS INSTITUTE OF EMERGING HEALTH PROFESSIONS, WHICH PROVIDES INNOVATIVE AND UNIQUE EDUCATION AND TRAINING TO FILL FUTURE CAREER AND CERTIFICATION GAPS IN HEALTHCARE PRACTICE AND DELIVERY. IN A WORLD WHERE RAPID CHANGE IS THE NORM, EMPLOYERS ARE SEEKING GRADUATES WHO ARE READY FOR WHATS HAPPENING RIGHT NOW AND FOR WHAT WILL COME NEXT. TJU'S DISTINCTIVE, ACTIVE, COLLABORATIVE, REAL-WORLD APPROACH IS EXACTLY WHAT STUDENTS NEED TO GAIN THAT KIND OF COMPETITIVE ADVANTAGE. TJU WORKS TO CONNECT DISCIPLINES AND ESTABLISHES CREATIVE, COLLABORATIVE, REAL-WORLD LEARNING ENVIRONMENTS FOR ITS STUDENTS. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | BY WORKING ON TRANSDISCIPLINARY TEAMS AT TJU, STUDENTS GAIN A BROADER UNDERSTANDING OF DIFFERING PERSPECTIVES AND DEVELOP CRITICAL DECISION-MAKING SKILLS. BUILT FOR A FUTURE THAT HAS YET TO BE DEFINED, TJU IS CROSSING DISCIPLINES TO BRING UNRIVALED INNOVATION AND DISCOVERY TO HIGHER EDUCATION. THROUGH BOUNDARY-BREAKING COLLABORATION, RESEARCH AND HANDS-ON, EXPERIENTIAL LEARNING, TJU EQUIPS GRADUATES WITH LEADERSHIP AND ANALYTICAL SKILLS SHAPED FOR AN ACCELERATED JOB MARKET. TJU IS RESHAPING EDUCATION FOR THE 21ST CENTURY. TJU IS SIMILARLY FORWARD-LOOKING IN ITS RESEARCH PROGRAMS. THROUGH ITS JANE AND LEONARD KORMAN RESPIRATORY INSTITUTE JEFFERSON HEALTH & NATIONAL JEWISH HEALTH, TJU IS FOCUSED ON BASIC AND TRANSLATIONAL RESEARCH BY RECRUITING A LUNG BIOLOGIST WHOSE RESEARCH IS EXPECTED TO ENHANCE METHODS OF DETECTING AND TREATING A VARIETY OF LUNG DISEASES IN THE EXAM ROOM. IN ADDITION, A MEDICAL ONCOLOGIST WILL FOCUS ON BRINGING CLINICAL TRIALS AND THE NEWEST ADVANCES IN MOLECULAR THERAPEUTICS AND PERSONALIZED MEDICINE TO PATIENTS. AT THE FOREFRONT OF ACADEMIC MEDICINE, TJU IS USING ITS CENTER FOR TRANSLATIONAL MEDICINE TO CREATE A NEW CULTURE OF COLLABORATION AND COOPERATION BETWEEN BASIC SCIENCE INVESTIGATORS AND PHYSICIANS. THE CENTER BRIDGES BASIC SCIENTIFIC DISCOVERIES WITH PHYSICIANS' NEEDS FOR THEIR PATIENTS. THE CENTER EMPHASIZES CUTTING-EDGE BASIC MOLECULAR BIOMEDICAL RESEARCH AND ITS TRANSLATION INTO THE MOST EFFICIENT AND TAILORED FORMS OF DIAGNOSIS AND TREATMENT AS WELL AS MODES OF PREVENTION. TJU'S SIDNEY KIMMEL CANCER CENTER WORKS EVERY DAY TO ACHIEVE ITS MISSION OF IMPROVING LIVES OF CANCER PATIENTS AND THEIR FAMILIES THROUGH COMPASSION, INNOVATION AND BREAKTHROUGH DISCOVERIES. TO ACHIEVE THAT MISSION, THE CENTER WILL USE SCIENTIFIC DISCOVERIES AND ADVANCES IN CANCER DETECTION AND TREATMENT. ITS RESEARCHERS ARE COMMITTED TO TRANSLATING SCIENTIFIC FINDINGS INTO PROMISING TREATMENTS FOR ALL TYPES OF CANCER, INCLUDING LUNG CANCER, HEAD AND NECK SQUAMOUS CELL CARCINOMA, AND PROSTATE CANCER, WITH A FOCUS ON INCIDENCE AND MORTALITY IN TJU'S LOCAL CATCHMENT AREA AND BEYOND WITH AN EMPHASIS ON VULNERABLE POPULATIONS, INCLUDING AFRICAN AMERICAN AND GERIATRIC PATIENTS. THE CANCER CENTER'S BREAST CANCER PROGRAM IS COMMITTED TO DECREASING THE INCIDENCE AND MORBIDITY OF BREAST CANCER THROUGH DISCOVERY AND TRANSLATION INTO PRACTICE IN THE PHILADELPHIA AREA AND BEYOND. THE GASTROINTESTINAL CANCER PROGRAM IS IDENTIFYING, AT THE MOLECULAR LEVEL, THE UNDERLYING FORMATION OF CANCER AND ITS METASTASIS, AND TRANSLATING THESE COMPONENTS INTO NOVEL DIAGNOSTIC TOOLS ENABLING EARLY DETECTION, PROGNOSIS, PREDICTION, RISK-STRATIFICATION AND PREVENTION. ITS ADDITIONAL GOALS ARE TO EXPLOIT NOVEL MECHANISMS TO DEFINE MOLECULARLY TARGETED THERAPEUTICS FOR CANCER PREVENTION, TREATMENT AND CONTROL AND TO ADVANCE DIAGNOSTIC AND THERAPEUTIC MODALITIES INTO EVIDENCE-BASED PRACTICE FOR CANCER PREVENTION AND CONTROL. FINALLY, TJU'S CANCER CENTER IS IMPROVING POPULATION HEALTH ON A BROAD SCALE BY REDUCING CANCER BURDEN AND DISPARITIES THROUGH DISCOVERING, DEVELOPING, EVALUATING AND IMPLEMENTING EVIDENCE-BASED CARE TO BRING ABOUT HEALING WITH TAILORED, WHOLE-PERSON CARE. PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY: TWO LEGACIES JOINED BY ONE VISION =================================================================== UNIFYING TWO RENOWNED LEGACIES OF INNOVATION, EDUCATION, RESEARCH AND PROFESSIONAL EXCELLENCE, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) HAS MORE THAN THREE COMBINED CENTURIES OF HISTORY. DRIVEN BY THIS NEWLY UNITED AND ROBUST PAST, JEFFERSON DELIVERS UNIQUE AND HIGH-IMPACT PROFESSIONAL EDUCATION TO OUR STUDENTS IN THE AREAS OF ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION, HEALTH, MEDICINE, SCIENCE, TEXTILES AND MORE. THOMAS JEFFERSON UNIVERSITY WAS FOUNDED IN 1824 AS JEFFERSON MEDICAL COLLEGE, AND PHILADELPHIA UNIVERSITY WAS FOUNDED IN 1884 AS THE PHILADELPHIA TEXTILE SCHOOL. BOTH WERE AHEAD OF THEIR TIME AND FOCUSED ON THE IMPORTANCE OF EXPERIENTIAL LEARNING. THE NEW JEFFERSON WAS ESTABLISHED ON JULY 1, 2017 AS A RESULT OF THE MERGER OF THESE TWO RENOWNED UNIVERSITIES. JOINED TOGETHER IN 2017 THROUGH A SHARED AND UNIQUE APPROACH TO EDUCATION, JEFFERSON (PHILADELPHIA UNIVERSITY + THOMAS JEFFERSON UNIVERSITY) IS NATIONALLY AND INTERNATIONALLY RECOGNIZED FOR MANY HISTORICAL "FIRSTS" INCLUDING THE FIRST SURGICAL USE OF ANESTHESIA IN PHILADELPHIA; THE BLENDING OF QUAIL FEATHERS AND WOOL TO CREATE THE ARMY'S UBIQUITOUS OLIVE DRAB AS AN ALTERNATIVE TO DARK BLUE AND LIGHT-COLORED KHAKI MILITARY UNIFORMS; THE FIRST SUCCESSFUL OPEN-HEART OPERATION USING A HEART-LUNG MACHINE; AND THE FIRST BIFURCATED AORTAL GRAFT DESIGNED BY USING MULTI-BRANCHED SEAMLESS TUBES THAT KNIT FIBERS NEEDED FOR ARTIFICIAL BLOOD VESSELS. TODAY, WE ARE A PROFESSIONAL UNIVERSITY THAT DEFIES CONVENTION AND DEDICATES ITSELF TO COLLABORATIVE, TRANSDISCIPLINARY AND INTERPROFESSIONAL APPROACHES TO LEARNING THAT OFFER A VIBRANT AND EXPANDABLE PLATFORM FOR EDUCATION. THROUGH THIS UNIQUE MODEL, WE ARE PREPARING OUR STUDENTS FOR CURRENT AND YET-TO-BE-IMAGINED CAREERS SETTING TOMORROW'S STANDARDS BY BREAKING TODAY'S. TOGETHER, THESE UNIVERSITIES INCLUDE 10 COLLEGES AND 4 SCHOOLS INCLUDING ARCHITECTURE, BUSINESS, DESIGN, ENGINEERING, FASHION AND TEXTILES, HEALTH SCIENCE AND SOCIAL SCIENCE PROGRAMS. OVER 160 UNDERGRADUATE/GRADUATE PROGRAMS ARE OFFERED. JEFFERSON HEALTH ================ JEFFERSON HEALTH OFFERS EXCELLENT CLINICAL AND COMPASSIONATE CARE FOR OUR PATIENTS IN THE PHILADELPHIA REGION, EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES AND DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE. CURRENTLY, JEFFERSON HEALTH IS COMPRISED OF: - 14 HOSPITAL LOCATIONS; - 7 URGENT CARE CENTERS; - 1 NCI-DESIGNATED CANCER CENTER; - 22 REHAB SPECIALTY SERVICES; - 19 OUTPATIENT CENTERS; AND - 25 TESTINGS & IMAGING CENTERS. JEFFERSON HEALTH DELIVERS CARE THROUGHOUT THE CITY AND SUBURBS ACROSS PHILADELPHIA, MONTGOMERY AND BUCKS COUNTIES IN PA., AND CAMDEN COUNTY IN NEW JERSEY. DURING FY19, THESE FACILITIES SERVED MORE THAN 126,000 INPATIENTS, 499,000 EMERGENCY PATIENTS AND 4 MILLION OUTPATIENTS (47,000 OUTPATIENT SURGERIES PERFORMED). THOMAS JEFFERSON UNIVERSITY HOSPITAL IS THE LARGEST FREESTANDING ACADEMIC MEDICAL CENTER IN PHILADELPHIA. ABINGTON HOSPITAL IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. OTHER HOSPITALS INCLUDE JEFFERSON HOSPITAL FOR NEUROSCIENCE IN CENTER CITY PHILADELPHIA; METHODIST HOSPITAL IN SOUTH PHILADELPHIA; AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP; JEFFERSON BUCKS HOSPITAL; JEFFERSON CHERRY HILL HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON STRATFORD HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; JEFFERSON WASHINGTON TOWNSHIP HOSPITAL; MAGEE REHABILITATION HOSPITAL; AND ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL. TOGETHER, JEFFERSON HEALTH INCLUDES 2,885 LICENSED BEDS, 6,300 PHYSICIANS AND PRACTITIONERS AND 7,900 NURSES. DURING FY19, JEFFERSON HEALTH PROVIDED OVER 6,700 GROUND AND AIR TRANSPORTS. |
| CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII | THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION. |
| CORE FORM, PART VI, SECTION A; QUESTION 2 | IRA BRIND, ESQ., WILLIAM A. LANDMAN & ROBERT S. ADELSON, ESQ. - BUSINESS RELATIONSHIP; AND JOHN P. SILVESTRI & JOSEPH MARESSA, JR. ESQ. - BUSINESS RELATIONSHIP. |
| CORE FORM, PART VI, SECTION A; QUESTION 3 | THE ORGANIZATION IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS THE PARENT ORGANIZATION OF THE SYSTEM THOMAS JEFFERSON UNIVERSITY PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. THOMAS JEFFERSON UNIVERSITY ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, AND RECORDS REVENUE AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. |
| CORE FORM, PART VI, SECTION B, QUESTION 11B | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S GOVERNING BODY HAS ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE SYSTEM'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS INCLUDING, BUT NOT LIMITED TO, THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT OF CORPORATION FINANCE AND CHIEF INVESTMENT OFFICER, VICE PRESIDENT OF CORPORATE FINANCE AND ASSOCIATE VICE PRESIDENT AND ENTERPRISE CONTROLLER ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE SYSTEM'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THE ORGANIZATION'S AUDIT, RISK AND COMPLIANCE COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICTS OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE AUDIT, RISK AND COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARDS EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/ CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEES PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEES DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTIONS OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. |
| CORE FORM, PART VI, SECTION C; QUESTION 19 | THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. |
| CORE FORM, PART VII AND SCHEDULE J | CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. |
| CORE FORM, PART VII AND SCHEDULE J | THEODORE TARASCHI, FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH AS THE ASSOCIATE PROVOST FOR RESEARCH CONDUCT AND COMPLIANCE AT THOMAS JEFFERSON UNIVERSITY. |
| CORE FORM, PART VII, SECTION A, COLUMN B | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART X; LINE 25 | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2006B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2009A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A, - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES REFLECTS A TJU OBLIGATED GROUP LIABILITY. ACCORDINGLY, THIS TJU OBLIGATED GROUP LIABILITY IS REFLECTED ON THE BALANCE SHEET OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, INC., EIN: 26-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - ARIA HEALTH, EIN: 23-0596940 - ARIA HEALTH SYSTEM, EIN: 23-2239131 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH SYSTEM, INC., EIN: 22-2442036 - MAGEE REHABILITATION HOSPITAL, EIN: 23-1476328 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED ON THIS ORGANIZATION'S FEDERAL FORM 990, SCHEDULE K. |
| CORE FORM, PART X; LINES 27-29 | IN AUGUST 2016, THE FASB ISSUED ASU 2016-14, NOT-FOR-PROFIT ENTITIES: PRESENTATION OF FINANCIAL STATEMENTS OF NOT-FOR PROFIT ENTITIES, WHICH ELIMINATES THE REQUIREMENT FOR NOT-FOR-PROFITS (NFPS) TO CLASSIFY NET ASSETS AS UNRESTRICTED, TEMPORARILY RESTRICTED AND PERMANENTLY RESTRICTED. INSTEAD, NFPS ARE REQUIRED TO CLASSIFY NET ASSETS AS NET ASSETS WITH DONOR RESTRICTIONS OR WITHOUT DONOR RESTRICTIONS. AMONG OTHER THINGS, THE GUIDANCE ALSO MODIFIES REQUIRED DISCLOSURES AND REPORTING RELATED TO NET ASSETS, INVESTMENT EXPENSES AND QUALITATIVE INFORMATION REGARDING LIQUIDITY. NFPS ARE ALSO REQUIRED TO REPORT ALL EXPENSES BY BOTH FUNCTIONAL AND NATURAL CLASSIFICATION IN ONE LOCATION. THE PROVISIONS OF ASU 2016-14 ARE EFFECTIVE FOR THE INSTITUTION FOR ANNUAL PERIODS BEGINNING AFTER DECEMBER 15, 2017 AND INTERIM PERIODS THEREAFTER. AS SUCH, THE INSTITUTION ADOPTED ASU 2016-14 FOR THE YEAR ENDED DECEMBER 31, 2018. THE EFFECTS OF THE ADOPTION OF ASU 2016-14 WERE APPLIED RETROSPECTIVELY. AS A RESULT OF THE ADOPTION OF ASU 2016-14, THE NET ASSET CATEGORIES HAVE BEEN UPDATED AS DESCRIBED ABOVE. ADDITIONALLY, THE ADDITION OF QUANTITATIVE AND QUALITATIVE DISCLOSURES RELATED TO THE ANALYSIS OF EXPENSES BY BOTH NATURAL AND FUNCTIONAL CLASSIFICATIONS AND LIQUIDITY AND AVAILABILITY OF RESOURCES CAN BE FOUND IN NOTES 4 AND 14. THE ADOPTION OF ASU 2016-14 HAD NO IMPACT ON THE TOTAL NET ASSETS PREVIOUSLY REPORTED BY THE INSTITUTION AS OF DECEMBER 31, 2017. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTIONS - $31,727,303; - CHANGE IN NET PENSION LIABILITY - ($54,894,000); - CHANGE IN INTEREST RATE SWAP CONTRACTS - ($4,669,821); - NET ASSETS RELEASED FROM RESTRICTION USED FOR PURCHASE OF PP&E - $540,210; - DISTRIBUTIONS TO NON-CONTROLLING INTERESTS - $43,132; - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - ($330,882); - NET ASSETS RELEASED FROM RESTRICTIONS (DONOR RESTRICTED) - ($33,356,212); - CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS (DONOR RESTRICTED) - $18,423; - OTHER CHANGES IN NET ASSETS (DONOR RESTRICTED) - $192,513; AND - OTHER CHANGES IN NET ASSETS - $2,746,999. |
| CORE FORM, PART XII; QUESTION 2 | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2019 AND JUNE 30, 2018; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THE ORGANIZATION'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. |
| CORE FORM, PART XII; QUESTION 3 | THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:OUTSIDE SERVICES TOTAL FEES:65584881 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING SERVICES TOTAL FEES:39954812 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:BILLING FEES TOTAL FEES:8509639 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:2627433 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:1467595 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:TRANSCRIPTION SERVICES TOTAL FEES:126037 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 925 WALNUT HOLDING LLC | |||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 813840390 | REAL ESTATE | PA | $1,258,204 | $43,046,820 | TJU |
| TJU FAIRWATER LLC | |||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 473445382 | INVESTMENTS | NY | $0 | $0 | TJU |
| JEFFERSON HORIZON RESEARCH LLC | |||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 832402762 | RESEARCH | PA | $6,624 | $100,000 | TJU |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (30 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| TJUH SYSTEM INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 263026795 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJU | Yes (true) |
| THOMAS JEFFERSON UNIVERSITY HOSPITALS | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232829095 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | TJUH SYSTEM | false |
| JEFFERSON UNIVERSITY PHYSICIANS | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232809585 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | TJUH SYSTEM | false |
| JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 464855345 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(3) | JUP | false |
| JEFFERSON PHYSICIAN SERVICES | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 233026939 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| JEFFERSON MEDICAL CARE | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232858320 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | JPS | false |
| METHODIST ASSOCIATES IN HEALTHCARE INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232678055 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| METHODIST ASSOC IN HEALTHCARE OF NJ PC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 233537847 | HEALTH SVCS. | NJ | 501(c)(3) | 509(A)(2) | MAHC | false |
| JEFFEX INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232622009 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| EMERGENCY TRANSPORT ASSOCIATES INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232622004 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| WALNUT HOME THERAPEUTICS INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232622006 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| SUTHBREIT PROPERTIES LTD | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232214351 | REAL ESTATE | PA | 501(c)(2) | JEFFEX INC | false | |
| ABINGTON HEALTH | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 271243803 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJU | Yes (true) |
| ABINGTON MEMORIAL HOSPITAL | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 231352152 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| LANSDALE HOSPITAL CORPORATION | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 263359979 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| ABINGTON HEALTH FOUNDATION | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232188052 | FUNDRAISING | PA | 501(C)(3) | 509(A)(1) | AH | false |
| ARIA HEALTH SYSTEM | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232239131 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | TJU | Yes (true) |
| ARIA HEALTH | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 230596940 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | AHS | false |
| ARIA HEALTH PHYSICIAN SERVICES | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232691968 | HEALTH SVCS. | PA | 501(C)(3) | 170B1AIII | AHS | false |
| ARIA HEALTH ORTHOPAEDICS | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 460779942 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(2) | AHS | false |
| JEFFERSON HEALTH - NORTHEAST FOUNDATION | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 237318683 | FUNDRAISING | PA | 501(C)(3) | 509(A)(3) | AH | false |
| PHILADELPHIA UNIVERSITY | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 231352294 | EDUCATION | PA | 501(C)(3) | 509(A)(1) | TJU | Yes (true) |
| KENNEDY HEALTH SYSTEM INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 222442036 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(1) | TJU | Yes (true) |
| KENNEDY UNIVERSITY HOSPITAL INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 221773439 | HEALTH SVCS. | NJ | 501(C)(3) | HOSPITAL | KHS | false |
| KENNEDY HEALTH CARE FOUNDATION INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 800550282 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | KHS | false |
| KENNEDY PROPERTY CORPORATION | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 222442034 | REAL ESTATE | NJ | 501(C)(3) | 509(A)(3) | KHS | false |
| STAT MEDICAL TRANSPORT INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 222443981 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | KHS | false |
| KENNEDY HEALTH FACILITIES INC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 222442032 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(3) | KHS | false |
| KENNEDY MEDICAL GROUP PRACTICE PC | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 461420853 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | KHS | false |
| MAGEE REHABILITATION HOSPITAL | ||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 231476328 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | TJU | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1100 WALNUT ASSOC | ||||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232332396 | MEDICAL OFFICE | PA | NA | |||||||
| JEFF UNIV RAD ASSOC | ||||||||||||||
| 840 CRESCENT CTR DR | FRANKLIN | TN | 37067 | 412043518 | HEALTH SVCS. | PA | NA | |||||||
| JEFF COMP CONC CTR | ||||||||||||||
| 4050 S 26TH ST | PHILADELPHIA | PA | 19145 | 464254983 | HEALTH SVCS. | PA | NA | |||||||
| RIVERVIEW SURG CTR LP | ||||||||||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263910345 | HEALTH SVCS. | PA | NA | |||||||
| RIVERVIEW SURG CTR LLC | ||||||||||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263911509 | HEALTH SVCS. | PA | NA | |||||||
| ROTHMAN ORTHO SPEC HOSP | ||||||||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 270260289 | HEALTH SVCS. | PA | NA | |||||||
| JEFFHEDGE LLC | ||||||||||||||
| 1301 2ND AVE | SEATTLE | WA | 98101 | 453214379 | INVESTMENTS | DE | TJU | RELATED | $832,262 | $69,267,716 | false | $0 | Yes (true) | 0.70983 |
| JUNIATA MED BLD | ||||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232450132 | MEDICAL OFFICE | PA | NA | |||||||
| TMB ENTERPRISE | ||||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232400586 | MEDICAL OFFICE | PA | NA | |||||||
| MED IMAGING ASSOC | ||||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232491498 | HEALTH SVCS. | PA | NA | |||||||
| GARDEN ST RAD LLC | ||||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 471323463 | RADIOLOGY | NJ | NA | |||||||
| KENNEDY CH SURG | ||||||||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 472462625 | SURGERY CENTER | NJ | NA | |||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (17 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TJU INC | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232146678 | REAL ESTATE | PA | TJU | C CORP. | $794,831 | $95,886 | 1.00000 | Yes (true) |
| WALNUT REALTY CO | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232332416 | REAL ESTATE | PA | TJU | C CORP. | $8,029 | $0 | 1.00000 | Yes (true) |
| ATRIUM CORPORATION | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232075587 | HEALTH SVCS. | PA | TJU | C CORP. | $508,976 | $3,991,962 | 1.00000 | Yes (true) |
| HEALTHMARK INC | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232259593 | HEALTH SVCS. | PA | TJU | C CORP. | $4,059 | $0 | 1.00000 | Yes (true) |
| JEFFERSON ACUTE CARE PHYSICIANS PC | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 472639286 | HEALTH SVCS. | PA | TJU | C CORP. | $8,596,203 | $1,180,902 | 1.00000 | Yes (true) |
| JEFFCARE INC | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232830152 | HEALTH SVCS. | PA | TJU | C CORP. | $213,044 | $185,807 | 1.00000 | Yes (true) |
| MID-ATLANTIC MATERNAL FETAL INSTITUTE | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232922471 | INACTIVE | PA | TJU | C CORP. | $0 | $0 | 1.00000 | Yes (true) |
| MID-ATLANTIC MATERNAL FETAL INSTITUTE PC | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 223536371 | INACTIVE | NJ | TJU | C CORP. | $0 | $0 | 1.00000 | Yes (true) |
| JEFFERSON PHYSICIAN SVCS OF CALIFORNIA | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 371856786 | INACTIVE | CA | TJU | C CORP. | $0 | $0 | 1.00000 | Yes (true) |
| 925 WALNUT STREET CORP | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 841657497 | REAL ESTATE | PA | TJU | S CORP. | $183,652 | $11,185,481 | 1.00000 | Yes (true) |
| SYSTEM SERVICE CORPORATION | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232218944 | HOLDING CO. | DE | TJU | C CORP. | $127,320 | $10,483,097 | 1.00000 | Yes (true) |
| TF DEVELOPMENT LTD | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 232197865 | REAL ESTATE | PA | TJU | C CORP. | $4,113,538 | $21,500,583 | 1.00000 | Yes (true) |
| HEALTH CARE INC | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 200214524 | HEALTH SVCS. | PA | TJU | C CORP. | $887,280 | $1,439,038 | 1.00000 | Yes (true) |
| KENNEDY MANAGEMENT GROUP INC | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 223347294 | MANAGEMENT | NJ | TJU | C CORP. | $1,413,024 | $791,149 | 1.00000 | Yes (true) |
| PROFESSIONAL MEDICAL MANAGEMENT INC | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 222559690 | COLLECTION SVCS. | NJ | TJU | C CORP. | $4,654,107 | $3,532,346 | 1.00000 | Yes (true) |
| KENNEDY ACCESS INCORPORATED | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 472661672 | INVESTMENTS | NJ | TJU | C CORP. | $0 | $469,447 | 1.00000 | Yes (true) |
| JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC | ||||||||||||
| 1101 MARKET STREET SUITE 2004 | PHILADELPHIA | PA | 19107 | 841980055 | HEALTH SVCS | NJ | TJU | C CORP | $0 | $0 | 1.00000 | Yes (true) |
| 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 | Yes (true) | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THIS ORGANIZATION ROUTINELY PAY EXPENSES FOR VARIOUS RELATED AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED. | ExplanationTxt |