2020-07-13T07:39:01-05:00 2019-06-30 WithumSmithBrown PC TWO LOGAN SQUARE SUITE 2001 PHILADELPHIA PA 191032726 990 2018-07-01 232829095 THOMAS JEFFERSON UNIVERSITY HOSPITALS INC % RONALD C KELLER CPA THOM 2155038958 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 PETER L DEANGELIS JR EVP/CFO 2159554773 2020-07-10 true Scott J Mariani P00642486 2155462140 65.124.179.218 22006220201955000155 2020-07-13 P C2A8B722D2BC1600C3E2C45D635332A1E1264DD9 DB5BA5A3DD75657B245E37A55A7ECD7AAE304339 2018 2021-01-29 14:40:06Z X RICHARD J WEBSTER 111 SOUTH 11TH STREET PHILADELPHIA PA 19107 1924459606 false X WWW.JEFFERSONHEALTH.ORG X 1995 PA THE MISSION OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. IS TO IMPROVE LIVES. 37 24 8752 304 693657 0 4292061 6653058 1769886474 1905698754 38893130 2464647 -5757892 6150780 1807313773 1920967239 82000 3936346 0 0 664986550 661111433 0 0 12400211 1084158019 1234940653 1749226569 1899988432 58087204 20978807 2086453398 2057833164 855845921 797585366 1230607477 1260247798 X THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE. WE ARE COMMITTED TO: 1) SETTING THE STANDARD FOR EXCELLENCE IN THE DELIVERY OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE; 2) PROVIDING EXEMPLARY CLINICAL SETTINGS FOR EDUCATING THE HEALTHCARE DELIVERY PROFESSIONALS WHO WILL FORM THE COLLABORATIVE HEALTHCARE DELIVERY TEAM OF TOMORROW; 3) LEADING IN THE INTRODUCTION OF INNOVATIVE METHODOLOGIES FOR HEALTHCARE DELIVERY AND QUALITY IMPROVEMENT. WE ACCOMPLISH OUR MISSION IN PARTNERSHIP WITH THOMAS JEFFERSON UNIVERSITY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 1596183271 3936346 1905150488 EXPENSES INCURRED IN PROVIDING EMERGENCY AND OTHER MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. 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SVP/CNO 55.0 0.0 X X 417495 0 52146 KENNETH A GRAHAM TRUSTEE 5.0 0.0 X 0 0 0 MICHAEL J HELLER ESQ TRUSTEE 5.0 0.0 X 0 0 0 HAROLD A HONICKMAN TRUSTEE 5.0 0.0 X 0 0 0 HYMAN R KAHN MD TRUSTEE 5.0 0.0 X 0 0 0 MATTHEW KILLION MD TRUSTEE 5.0 0.0 X 0 0 0 STEPHEN K KLASKO MD MBA TRUSTEE-PRES/CEO TJU&JEFF HLTH 60.0 0.0 X X 0 5367198 2126045 CHARLES G KOPP ESQ TRUSTEE 5.0 0.0 X 0 0 0 LEONARD I KORMAN TRUSTEE 5.0 0.0 X 0 0 0 IRA LUBERT TRUSTEE 5.0 0.0 X 0 0 0 WARREN MATTHEWS MD TRUSTEE 55.0 0.0 X 0 306084 96094 JOSEPH J MCLAUGHLIN TRUSTEE 5.0 0.0 X 0 0 0 LAURENCE M MERLIS TRUSTEE 60.0 0.0 X 0 1800550 648813 BRUCE A MEYER MD MBA TRUSTEE - PRESIDENT JH 60.0 0.0 X X 0 1799206 759481 DAVID O'MALLEY TRUSTEE 5.0 0.0 X 0 0 0 JEFFREY P ORLEANS TRUSTEE 5.0 0.0 X 0 0 0 EDMUND PRIBITKIN MD TRUSTEE-CHIEF MEDICAL OFFICER 55.0 0.0 X 0 1054105 136213 VIJAY M RAO MD FACR TRUSTEE 55.0 0.0 X 0 763426 72789 DONNA SALVO TRUSTEE - PRES WOMEN'S BOARD 5.0 0.0 X 0 0 0 JILL SCHULSON ESQ TRUSTEE 5.0 0.0 X 0 0 0 GERALD SEGAL TRUSTEE 5.0 0.0 X 0 0 0 MANNY STAMATAKIS TRUSTEE 5.0 0.0 X 0 0 0 BRIAN P TIERNEY ESQ TRUSTEE 5.0 0.0 X 0 0 0 MARK L TYKOCINSKI MD TRUSTEE 60.0 0.0 X 0 1312712 275489 ALEXANDER VACCARO MD PHD TRUSTEE 5.0 0.0 X 0 0 0 RICHARD J WEBSTER RN MSN TRUSTEE - PRESIDENT TJUH 55.0 0.0 X X 921961 0 99035 CHARLES J YEO MD FACS TRUSTEE 55.0 0.0 X 0 1158918 87061 CRISTINA G CAVALIERI ESQ SECRETARY 60.0 0.0 X 0 1038701 281773 PETER L DEANGELIS JR TREASURER 60.0 0.0 X 0 1340285 439128 ANDREA KAHN KOTHMAN ESQ ASSISTANT SECRETARY 55.0 0.0 X 0 405266 58600 ANDREW NATHANS ASSISTANT TREASURER 55.0 0.0 X 346274 0 60118 NEIL G LUBARSKY CPA CGMA SVP, FINANCE/CFO - TJUH 55.0 0.0 X 655126 0 69229 JAMES E ROBINSON SVP/CAO-METHODIST(TERM 12/18) 55.0 0.0 X 431268 0 37681 BRIAN SWEENEY RN MBA FACHE CHIEF OPERATING OFFICER TJUH 55.0 0.0 X 481986 0 49614 STEPHEN K SIGWORTH MD MSH INTERNIST 55.0 0.0 X 747616 0 83964 RICHARD KWEI SVP,PAYER STRATEGY&NTWK PERF. 55.0 0.0 X 517639 0 65176 SHARON M GALUP SVP, PAYER STRATEGY & CONTRACT 55.0 0.0 X 513672 0 52070 DEBRA W TAYLOR VP, PAYER RELATIONS & CONTRACT 55.0 0.0 X 444655 0 53943 PAMELA KOLB VP, CLINICAL & SUPPORT SVCS 55.0 0.0 X 412037 0 53969 5889729 17360329 5799374 1012 false true false P AGNES INC 2101 PENROSE AVENUE PHILADELPHIA PA 19145 CONSTRUCTION 17199304 GASTROINTESTINAL ASSOCIATES INC 1095 RYDAL ROAD SUITE 100 RYDAL PA 19046 MEDICAL 16582428 ARAMARK CORPORATION 2400 MARKET STREET PHILADELHIA PA 19103 FOOD SVCS/CATERING 15184518 C ERICKSON AND SONS INC 2200 ARCH ST STE 200 PHILADELPHIA PA 19103 CONSTRUCTION 6497350 JEFFERSON UNIV RADIOLOGY ASSOC PO BOX 637249 CINCINNATI OH 45263 MEDICAL IMAGING 6088284 143 6653058 25825 6653058 NET PATIENT SERVICE REVENUE 622110 1800440194 1800440194 OTHER HEALTHCARE RELATED REVENUE 622110 102498929 101950663 548266 RENTAL INCOME FROM AFFILIATES 622110 1737283 1737283 TUITION & EDUCATION 622110 1022348 1022348 1905698754 3088772 3088772 0 0 4725164 2868242 1856922 0 1856922 1856922 0 599575 24550 -599575 -24550 -624125 -624125 0 0 0 0 0 0 0 0 0 CAFETERIA/VENDING/CATERING 541800 3785119 145391 3639728 PARKING REVENUE 541800 508739 508739 4293858 1920967239 1905150488 693657 8470036 3482186 3482186 454160 454160 0 0 3621933 3621933 0 527100592 527100592 29921256 29921256 63304687 63304687 37162965 37162965 1109415 1109415 175625 175625 0 255377 255377 0 0 65020205 65020205 0 0 189087 189087 18539740 18539740 4492683 4492683 0 23275618 23275618 4674558 4674558 0 466890 466890 17135787 17135787 0 93287305 93287305 20453985 20453985 DRUGS & MEDICAL SUPPLIES 365356217 365356217 0 0 CORPORATE SERVICES 310005266 6200105 291404950 12400211 CLINICAL & ACADEMIC SUPPORT 191152776 191152776 0 0 MA TAX ASSESS/MODERNIZATION 66115606 66115606 0 0 53234513 53234513 1899988432 1596183271 291404950 12400211 X 270139467 27972895 0 0 0 3082493 260346144 286218642 0 0 0 0 0 0 34421109 34588705 14444216 5522583 1832285260 1190601971 658295949 641683289 0 0 0 0 548097902 563800597 144585800 153585800 156122811 341378160 2086453398 2057833164 174177011 164137967 0 0 0 8766390 0 0 0 0 0 0 14484422 6242602 0 0 667184488 618438407 855845921 797585366 X 1172890862 1201559705 57716615 58688093 0 0 1230607477 1260247798 2086453398 2057833164 X 20978807 27449535 -18788021 X X false true X true false X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true true false true 255377 255377 false false SCHEDULE C, PART II-B; LINES 1F, 1G & 1I DURING THE YEAR ENDED JUNE 30, 2019, THE ORGANIZATION PAID TWO INDEPENDENT OUTSIDE LOBBYING FIRMS A TOTAL OF $172,787 FOR LOBBYING ON A FEDERAL, STATE AND LOCAL LEVEL RELATED TO MEDICARE, MEDICAID AND OTHER HEALTHCARE LEGISLATIVE MATTERS IMPACTING THE HOSPITAL AND ITS PATIENTS AND SURROUNDING COMMUNITY. IN ADDITION, THE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, NATIONAL ALLIANCE OF SAFETY - NET HOSPITALS, ASSOCIATION OF AMERICAN MEDICAL COLLEGES AND THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA WHICH EACH ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $82,590 DURING THE FISCAL YEAR ENDED JUNE 30, 2019. 132322176 952152 7781834 5089416 135966746 126789526 2909437 7596052 4972839 132322176 119579591 89416 11726968 4606449 126789526 102803546 45514 21369983 4639452 119579591 102818940 134300 4523463 4673157 102803546 0.74960 0.07940 0.17100 false true true 28997293 28997293 721156561 389035175 332121386 90268951 36069306 54199645 976420098 765497490 210922608 15442357 15442357 641683289 SHORT-TERM INVESTMENTS 341391687 F LONG-TERM INVESTMENTS 221931664 F ASSETS WHOSE USE IS LIMITED 477246 F 563800597 DUE FROM AFFILIATES 262321208 INSURANCE RECOVERABLE 67363485 ASSETS HELD BY AFFILIATES 10002225 OTHER ASSETS 1691242 341378160 0 DUE TO AFFILIATES 447283055 ACCRUED PROFESSIONAL LIAB. CLAIMS 145355706 INTEREST RATE SWAP CONTRACTS 20256078 ASSET RETIREMENT OBLIGATIONS 1922471 OTHER LIABILITIES 3621097 618438407 FORM 990, SCHEDULE D, PART V, LINE 4 ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN 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: TJUS 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, WHICH ARE REPORTED IN UNRESTRICTED NET ASSETS, 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. Europe (Including Iceland and Greenland) 0 0 Investments 31455 East Asia and the Pacific 0 0 Investments 16983 North America 0 0 Investments 1070 Central America and the Caribbean 0 0 Investments 13910310 Middle East and North Africa 0 0 Investments 38 0 0 0 0 13959856 13959856 false false false false false false true true X true X true X true true true false false 14795540 0 14795540 0.00780 319656960 232729292 86927668 0.04580 0 0 0 0.00000 334452500 232729292 101723208 0.05360 2804043 18734 2785309 0.00150 127607711 36605451 91002260 0.04790 372604522 334898072 37706450 0.01980 766613 101372 665241 0.00040 736949 0 736949 0.00040 504519838 371623629 132896209 0.07000 838972338 604352921 234619417 0.12360 1726 1726 17372 17372 69597 69597 0.00010 4940 4940 93635 93635 0.00010 true 54519475 14540344 361160540 418153025 -56992485 X true true RIVERVIEW SURGERY CENTER AT THE NAVY YARD LLC SURGICAL SERVICES 0.51 0.39 ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL SPECIALTY HOSPITAL 0.54 0.46 BUCKS CNTY SPECIALTY HOSPITAL REALTY HEALTHCARE SERVICES 0.15 0.64 JEFFERSON COMPREHEN- SIVE CONCUSSION CTR CONCUSSION SERVICES 0.325 0.336 5 1 THOMAS JEFFERSON UNIVERSITY HOSPITAL 111 SOUTH 11TH STREET PHILADELPHIA PA 19107 WWW.JEFFERSONHEALTH.ORG 200801 X X X X A 2 JEFFERSON METHODIST HOSPITAL 2301 SOUTH BROAD STREET PHILADELPHIA PA 19148 WWW.JEFFERSONHEALTH.ORG 200801 X X X A 3 JEFFERSON HOSPITAL FOR NEUROSCIENCE 900 WALNUT STREET PHILADELPHIA PA 19107 WWW.JEFFERSONHEALTH.ORG 200801 X X X A 4 ROTHMAN ORTHO SPECIALTY HOSPITAL 3300 TILLMAN DRIVE BENSALEM PA 19020 HTTP://ROTHMANORTHOHOSPITAL.COM 22620101 X X B 5 PHYSICIAN CARE SURGICAL HOSPITAL 454 ENTERPRISE DRIVE ROYERSFORD PA 19468 WWW.PHYCAREHOSPITAL.COM 22630101 X X C TJUH (FACILITY REPORTING GROUP A) 13 false false true X X X X X X X X X 18 true true false true X WWW.JEFFERSONHEALTH.ORG X true 18 true WWW.JEFFERSONHEALTH.ORG false true X 200. 400. X X X X X true true X X X true X WWW.JEFFERSONHEALTH.ORG X WWW.JEFFERSONHEALTH.ORG X WWW.JEFFERSONHEALTH.ORG X X X X X X true X false X X X X true X false false ROSH (FACILITY REPORTING GROUP B) 4 false false true X X X X X X X X 17 true false false true X HTTP://ROTHMANORTHOHOSPITAL.COM X true 18 false true false true X 200. 0. X X X X true true X X X true X HTTP://ROTHMANORTHOHOSPITAL.COM X HTTP://ROTHMANORTHOHOSPITAL.COM X ROTHMANORTHOHOSPITAL.COM X X X X X X true X false X X X true X false false PHYCARE (FACILITY REPORTING GROUP C) 5 false true true X X X X X X X X X 18 true true false true X WWW.MAINLINEHEALTH.ORG X true 18 true WWW.MAINLINEHEALTH.ORG false true 200. 0. X X X X true true X X X true X WWW.PHYCAREHOSPITAL.COM X WWW.PHYCAREHOSPITAL.COM X WWW.PHYCAREHOSPITAL.COM X X X X X X true X false X X X true false false SCHEDULE H, PART V, SECTION B; LINE 2 PHYCARE - FACILITY REPORTING GROUP C ==================================== IN MAY OF 2017, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") AND MAIN LINE HOSPITALS, INC. ("MLH") ESTABLISHED A LIMITED LIABILITY COMPANY, MLJH, LLC, PURSUANT TO THE PROVISIONS OF THE PENNSYLVANIA UNIFORM LIMITED LIABILITY COMPANY ACT. MLJH, LLC WAS FORMED TO INVEST IN PHYSICIAN'S CARE SURGICAL HOSPITAL, LP ("PHYCARE") A PENNSYLVANIA LIMITED PARTNERSHIP, WHICH OPERATES A SPECIALTY SURGICAL HOSPITAL LOCATED AT 454 ENTERPRISE DRIVE ROYERSFORD, PENNSYLVANIA. PER INTERNAL REVENUE CODE SECTION 501(R), AN ORGANIZATION IS CONSIDERED TO OPERATE A HOSPITAL FACILITY IF IT OWNS A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES THAT OPERATES THE HOSPITAL FACILITY. ADDITIONALLY, THE FINAL REGULATIONS CLARIFIED THAT AN ORGANIZATION IS CONSIDERED TO OWN A CAPITAL OR PROFITS INTEREST IN AN ENTITY TREATED AS A PARTNERSHIP FOR FEDERAL TAX PURPOSES IF IT OWNS SUCH AN INTEREST DIRECTLY OR INDIRECTLY THROUGH ONE OR MORE LOWER-TIER ENTITIES THAT ARE TREATED AS PARTNERSHIPS FOR FEDERAL TAX PURPOSES. ULTIMATELY, TJUH BEGAN OPERATING PHYCARE, A HOSPITAL FACILITY, THROUGH ITS 50% OWNERSHIP IN MLJH, LLC EFFECTIVE JULY 1, 2017. SCHEDULE H, PART V, SECTION B; LINE 3I ROSH - FACILITY REPORTING GROUP B ================================= A HOSPITAL ORGANIZATION THAT ACQUIRES A HOSPITAL FACILITY (WHETHER THROUGH MERGER OR ACQUISITION) MUST MEET THE REQUIREMENTS OF INTERNAL REVENUE CODE SECTION 501(R)(3) WITH RESPECT TO THE ACQUIRED HOSPITAL FACILITY BY THE LAST DAY OF THE ORGANIZATION'S SECOND TAXABLE YEAR BEGINNING AFTER THE DATE ON WHICH THE HOSPITAL FACILITY WAS ACQUIRED. THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") BECAME A MAJORITY OWNER IN ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC ("ROSH") AND BEGAN OPERATING THE HOSPITAL FACILITY EFFECTIVE JUNE 30, 2016. IN ACCORDANCE WITH THESE REGULATIONS, ROSHS INITIAL COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") WAS COMPLETED AND MADE WIDELY AVAILABLE AS OF JUNE 30, 2018. SINCE THIS WAS THE HOSPITAL FACILITYS FIRST CHNA, THE IMPACT OF ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL FACILITYS PRIOR CHNA IS NOT APPLICABLE. SCHEDULE H, PART V, SECTION B; LINE 5 TJUH - FACILITY REPORTING GROUP A ================================= FOR THE FY19 COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA"), THE DEPARTMENT OF TREASURY AND THE INTERNAL REVENUE SERVICE ("IRS") ENCOURAGED CROSS INSTITUTION COLLABORATION. TO THAT END THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") PARTICIPATED IN A REGIONAL COLLABORATIVE EFFORT FOR THIS CHNA CYCLE. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS CONVENED TO DEVELOP THIS FIRST-EVER SOUTHEASTERN PENNSYLVANIA (SEPA) REGIONAL CHNA, WITH SPECIFIC FOCUS ON BUCKS, CHESTER, MONTGOMERY, AND PHILADELPHIA COUNTIES. COMMUNITY/STAKEHOLDER INPUT: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY QUALITATIVE EXPERTS FROM PARTICIPATING HOSPITALS/HEALTH SYSTEMS. STAKEHOLDER FOCUS GROUPS WERE CONDUCTED BY HCIF. HCIF COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT WHICH INCLUDED: 19 COMMUNITY MEETINGS THAT WERE ORGANIZED BY PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY THE QUALITATIVE TEAM, MADE UP OF EXPERTS FROM CHILDRENS HOSPITAL OF PHILADELPHIA (CHOP), JEFFERSON HEALTH, PENN MEDICINE, HOLY REDEEMER HEALTH SYSTEM, GRAND VIEW HEALTH, AND CHESTER COUNTY HOSPITAL. ANALYSIS OF FINDINGS FROM THESE MEETINGS WAS CONDUCTED BY EXPERTS FROM CHOP, JEFFERSON HEALTH, AND PENN MEDICINE. 9 KEY STAKEHOLDER FOCUS GROUPS ABOUT STEERING COMMITTEE-SELECTED POPULATIONS OF SPECIAL INTEREST, INCLUDING AFRICAN AMERICAN AND HISPANIC/LATINO COMMUNITIES; INDIVIDUALS EXPERIENCING HOMELESSNESS; INDIVIDUALS EXPERIENCING HOUSING SECURITY; PRENATAL AND POSTPARTUM WOMEN; AND INDIVIDUALS WITH BEHAVIORAL/MENTAL HEALTH CONDITIONS. REPRESENTATIVES INCLUDED MONTGOMERY COUNTY OFFICE OF PUBLIC HEALTH AND EPIDEMIOLOGY AND PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH LEADERSHIP. 12 KEY INFORMANT INTERVIEWS WITH LEADERSHIP AND STAFF AT FEDERALLY QUALIFIED HEALTH CENTERS (FQHCS), CONDUCTED BY HEALTH FEDERATION OF PHILADELPHIA. ADDITIONAL KEY INFORMANT INTERVIEWS WITH HOSPITAL PATIENT ADVISORY GROUPS, EMPLOYEES, AND OTHER STAKEHOLDERS CONDUCTED BY HOSPITALS AND HEALTH SYSTEMS WERE CONDUCTED. ROSH - FACILITY REPORTING GROUP B ================================= IN ITS MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") THIS ORGANIZATION TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY ITS HOSPITAL FACILITY. TO UNDERTAKE THE CHNA, ROSH FORMED A COMMUNITY BENEFIT COMMITTEE ("COMMITTEE"). THE COMMITTEE WAS RESPONSIBLE FOR OVERSEEING AND RECOMMENDING POLICIES AND PROGRAMS TO ENHANCE THE HEALTH STATUS OF COMMUNITIES SERVED BY THE HOSPITAL BASED ON THE RESULTS OF THE CHNA. SPECIFICALLY, THE COMMITTEE WAS CHARGED TO: - OVERSEE THE CONDUCT OF A COMMUNITY HEALTH NEEDS ASSESSMENT AT LEAST EVERY THREE (3) YEARS; - REVIEW, AND RECOMMEND FOR APPROVAL A COMMUNITY BENEFIT PLAN OUTLINING LONG-TERM STRATEGIES BASED ON A COMMUNITY HEALTH NEEDS ASSESSMENT AND OTHER OBJECTIVE SOURCES OF DATA, AND RECOMMEND UPDATES TO SUCH PLAN; - GUIDE AND MONITOR THE PLANNING, DEVELOPMENT, AND IMPLEMENTATION OF PROGRAMS AIMED AT IMPROVING THE HEALTH STATUS OF THE LOCAL COMMUNITY CONSISTENT WITH THE COMMUNITY BENEFIT PLAN; - ESTABLISH CRITERIA FOR PRIORITY-SETTING AMONG POTENTIAL COMMUNITY BENEFIT ACTIVITIES AND PROJECTS, CONSISTENT WITH CLINICAL SCOPE, FINANCIAL CAPABILITIES, AND RESOURCE LIMITATIONS; - PERIODICALLY MAKE RECOMMENDATIONS FOR PROGRAM CONTINUATION OR TERMINATION BASED ON PROGRESS TOWARD IDENTIFIED MEASURABLE OBJECTIVES, AVAILABLE RESOURCES, LEVEL OF COMMUNITY OWNERSHIP, AND ALIGNMENT WITH CRITERIA FOR PRIORITIES; - REVIEW AND MAKE RECOMMENDATIONS REGARDING THE ANNUAL COMMUNITY BENEFIT REPORT, INCLUDING THE INFORMATION PROVIDED TO THE IRS ON FORM 990. ADDITIONALLY, IDENTIFY OPPORTUNITIES FOR DISSEMINATING INFORMATION TO THE PUBLIC ABOUT THE ORGANIZATIONS COMMUNITY BENEFIT ACTIVITIES; AND - REVIEW ANNUAL GOALS SPECIFYING PRINCIPAL WORK FOCUS AREAS FOR THE COMING YEAR. REVIEW HOSPITAL FINANCIAL ASSISTANCE POLICIES AND PRACTICES AND PROVIDE RECOMMENDATIONS AS NECESSARY IN AN EFFORT TO INCREASE EFFORTS TO COMMUNICATE THESE POLICIES. COMMUNITY ENGAGEMENT AND FEEDBACK WERE AN INTEGRAL PART OF THE CHNA PROCESS. THE COMMITTEE SOUGHT COMMUNITY INPUT THROUGH KEY INFORMANT INTERVIEWS WITH COMMUNITY LEADERS AND PARTNERS AS WELL AS CONDUCTED FOCUS GROUP RESEARCH. AS A COLLABORATIVE EFFORT, ROSH AND ARIA HEALTH D/B/A JEFFERSON HEALTH NORTHEAST; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, CONDUCTED FOCUS GROUPS WITH 29 EMPLOYEE REPRESENTATIVES WITHIN THE COMMUNITY DURING TWO SESSIONS IN APRIL 2018. FOCUS GROUP QUESTIONS WERE DESIGNED TO ELICIT THE MAJOR HEALTH AND SOCIAL CONCERNS OF THE NEIGHBORHOOD AND LARGER COMMUNITY, BARRIERS TO ACCESSING HEALTH AND SOCIAL SERVICES AND IMPROVING LIFESTYLES, PERCEPTIONS ABOUT EXISTING AND POTENTIAL INTERVENTIONS TO ADDRESS COMMUNITY HEALTH IMPROVEMENT, AND WHAT SPECIFICALLY ROSH AND JEFFERSON HEALTH NORTHEAST COULD DO TO IMPROVE THE HEALTH OF THE COMMUNITY. FOUR OF THE SOLICITED INDIVIDUALS REPRESENTED HEALTHCARE AND COMMUNITY-BASED ORGANIZATIONS (BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP, JEFFERSON HEALTH NORTHEAST, FRANKFORD COMMUNITY DEVELOPMENT CORPORATION, JEFFERSON FRANKFORD HOSPITAL) WHO HAVE KNOWLEDGE OF THE HEALTH AND UNDERLYING SOCIAL CONDITIONS AFFECTING THE HEALTH OF PEOPLE IN THEIR NEIGHBORHOOD. FOCUS GROUP QUESTIONS WERE DESIGNED TO GAIN INSIGHT ABOUT HEALTH NEEDS AND PRIORITIES, BARRIERS TO IMPROVING COMMUNITY HEALTH, AND THE COMMUNITY ASSETS AND EFFORTS ALREADY IN PLACE OR BEING PLANNED TO ADDRESS THESE ISSUES AND CONCERNS. ADDITIONALLY, RECOMMENDATIONS FROM THE PENNSYLVANIA DEPARTMENT OF HEALTH 2015-2020 STATE HEALTH IMPROVEMENT PLAN STAKEHOLDER MEETINGS WERE CONSIDERED. IN MARCH 2015, 177 ATTENDEES PARTICIPATED IN SIX STAKEHOLDER MEETINGS AS PART OF A COLLABORATIVE EFFORT TO IDENTIFY KEY HEALTH ISSUES. PHYCARE - FACILITY REPORTING GROUP C ==================================== FOR ITS MOST RECENTLY CONDUCTED CHNA, PHYCARE WORKED WITH MAIN LINE HEALTH ("MLH") AND WAS INCLUDED IN THE 2019 MAIN LINE HEALTH ACUTE CARE HOSPITALS CHNA REPORT. THIS CHNA TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED BY ITS HOSPITAL FACILITIES. THIS CHNA WAS COMPLETED USING A DATA AND PARTNERSHIP DRIVEN APPROACH TO INFORM ITS DEVELOPMENT. AS PART OF THIS PROCESS, MLH CONTRACTED WITH PUBLIC HEALTH MANAGEMENT CORPORATIONS (PHMC) RESEARCH & EVALUATION GROUP (REG) TO COLLECT AND ANALYZE DATA, AS WELL AS ENGAGE MLH ACUTE CARE COMMUNITY RESIDENTS AND COMMUNITY. ADDITIONALLY, THE CHNA PARTNERSHIP TEAM (INCLUDING MLH AND PHMC) WAS HIGHLY MULTI-DISCIPLINARY AND MAINTAINED ONGOING COMMUNICATION TO REVIEW AND IDENTIFY GAPS IN DATA, ALIGN APPROACHES TO COMMUNITY ENGAGEMENT, DISCUSS PRELIMINARY FINDINGS, AND MONITOR REPORT PROGRESS. THE CHNA INCORPORATES BROAD MEASURES RELATED TO HEALTH AND WELL-BEING, AND A COMBINATION OF EVIDENCE-BASED SOURCES, METHODS AND APPROACHES, INCLUDING: - ADMINISTERING THE 2018 SOUTHEASTERN PENNSYLVANIA HOUSEHOLD HEALTH SURVEY (SEPA HHS) TO 2,964 ADULT RESIDENTS (INCLUDING 1,197 OLDER ADULTS AGE 65+) IN THE COMMUNITY, THEN ANALYZING AND COMPARING THE RESULTS WITH THE REMAINDER SEPA REGION (N = 4,466, INCLUDING 1,890 OLDER ADULTS AGE 65+); - COMPARING NATIONAL HEALTHY PEOPLE 2020 GOALS (HP2020; NATIONAL BENCHMARK DATA) TO MORTALITY RATES AND BIRTH OUTCOMES DRAWN FROM VITAL STATISTICS DATA FROM THE PENNSYLVANIA DEPARTMENT OF HEALTH; - IDENTIFYING DEMOGRAPHIC INDICATORS (SUCH AS RACE, INCOME, EMPLOYMENT STATUS) BASED ON 2018 UNITED STATES CENSUS DATA ESTIMATES PROVIDED BY CLARITAS POP-FACTS PREMIER AND PREPARING CORRESPONDING MAPS TO INFORM GEOGRAPHICAL RELATIONSHIPS AND DEMOGRAPHIC SOCIAL DETERMINANTS OF HEALTH THOUGHT TO DISPROPORTIONATELY IMPACT CERTAIN COMMUNITIES; - CONDUCTING FOCUS GROUPS AND KEY INFORMANT INTERVIEWS WITH COMMUNITY MEMBERS AND PARTNERS, SUCH AS PATIENTS, SERVICE AREA RESIDENTS, BUSINESS AND GOVERNMENT STAKEHOLDERS, FAITH-BASED STAKEHOLDERS, AND REPRESENTATIVES FROM SOCIAL SERVICES ORGANIZATIONS; MLH ALSO CONDUCTED FOCUS GROUPS WITH PROVIDERS; AND - DEVELOPING AND ADMINISTERING A COMMUNITY LEADER AND COMMUNITY MEMBER ONLINE SURVEY TO A CONVENIENCE SAMPLE OF RESPONDENTS (IDENTIFIED VIA MLH COMMUNITY MEMBER NEWSLETTER AND COMMUNITY PARTNERS THROUGH MLH CHNA TEAM) TO UNDERSTAND PERSPECTIVES ABOUT COMMUNITY HEALTH NEEDS. SCHEDULE H, PART V, SECTION B; LINES 6A & 6B TJUH - FACILITY REPORTING GROUP A ================================= TJUH PARTICIPATED IN WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH) AND HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITAS AND HEALTH SYSTEM TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. COACH COLLABORATIVE PARTICIPATING HOSPITALS INCLUDED: - ABINGTON MEMORIAL HOSPITAL, NOW ABINGTON HOSPITAL-JEFFERSON HEALTH - LANSDALE HOSPITAL CORPORATION, NOW ABINGTON-LANSDALE HOSPITAL-JEFFERSON HEALTH - ARIA HEALTH, NOW JEFFERSON NORTHEAST - CHESTER COUNTY HOSPITAL - THE CHILDREN'S HOSPITAL OF PHILADELPHIA - EINSTEIN MEDICAL CENTER PHILADELPHIA - EINSTEIN MEDICAL CENTER ELKINS PARK - EINSTEIN MEDICAL CENTER MONTGOMERY - GRAND VIEW HOSPITAL - HEALTH CARE IMPROVEMENT FOUNDATION - HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PA - HOLY REDEEMER HEALTH SYSTEM - MONTGOMERY COUNTY HEALTH DEPARTMENT - UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM - PENNSYLVANIA HOSPITAL - PENN PRESBYTERIAN MEDICAL CENTER - PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH TJUH COLLABORATED WITH THE ABOVE LISTED HOSPITALS AND HEALTH SYSTEMS, WORKING WITH JEFFERSON HEALTH COLLEAGUES TO COMPLETE THE JUNE 30, 2019 COMMUNITY HEALTH NEEDS ASSESSMENT. ROSH - FACILITY REPORTING GROUP B ================================= THE ORGANIZATION'S CHNA WAS CONDUCTED BY THE HOSPITAL ORGANIZATION ITSELF. HOWEVER, ROSH AND JEFFERSON HEALTH - NORTHEAST COLLABORATED TO CONDUCT FOCUS GROUPS TOGETHER IN AN EFFORT TO OBTAIN INFORMATION REGARDING THE HEALTH AND SOCIAL CONCERNS WITHIN THE COMMUNITY SERVED. ADDITIONALLY, THE COMMUNITY BENEFIT COMMITTEE OF ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL ("ROSH"), WORKED UNDER THE GUIDANCE OF THE THOMAS JEFFERSON UNIVERSITY HOSPITAL CENTER FOR URBAN HEALTH. ROSH PROFESSIONALS WILL CONTINUE TO COLLABORATE WITH JEFFERSON HEALTH COLLEAGUES IN AN EFFORT TO IMPROVE HEALTH STATUS, IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST PRACTICES WILL BE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. PHYCARE - FACILITY REPORTING GROUP C ==================================== THE ORGANIZATION'S CHNA WAS COMPLETED IN COLLABORATION WITH MAIN LINE HEALTH WHICH INCLUDED THE FOLLOWING HOSPITAL FACILITIES: - BRYN MAWR HOSPITAL; - LANKENAU MEDICAL CENTER; - PAOLI HOSPITAL; - RIDDLE HOSPITAL; AND - PHYSICIAN CARE SURGICAL HOSPITAL. SCHEDULE H, PART V, SECTION B; LINE 7A TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION IS AN AFFILIATE WITHIN 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. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTP://HOSPITALS.JEFFERSON.EDU/ABOUT-US/IN-THE-COMMUNITY/COMMUNITY-HEALTH- NEEDS-ASSESSMENT.HTML ROSH - FACILITY REPORTING GROUP B ================================= THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S CHNA CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN ITS WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/COMMUNITY-HEALTH PHYCARE - FACILITY REPORTING GROUP C ==================================== THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7B, IS THE HOME PAGE FOR MAIN LINE HEALTH. THE COLLABORATIVE CHNA CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN ITS WEBSITE: WWW.MAINLINEHEALTH.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT SCHEDULE H, PART V, SECTION B; LINE 10 TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION IS AN AFFILIATE WITHIN 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. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 10A, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTP://HOSPITALS.JEFFERSON.EDU/ABOUT-US/IN-THE-COMMUNITY/COMMUNITY-HEALTHN EEDS-ASSESSMENT.HTML PHYCARE - FACILITY REPORTING GROUP C ==================================== THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 7B, IS THE HOME PAGE FOR MAIN LINE HEALTH. THE COMMUNITY HEALTH IMPLEMENTATION PLAN CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN ITS WEBSITE: WWW.MAINLINEHEALTH.ORG/ABOUT/COMMUNITY-HEALTH-NEEDS-ASSESSMENT SCHEDULE H, PART V, SECTION B; LINE 11 TJUH - FACILITY REPORTING GROUP A ================================= IN AN EFFORT TO ADDRESS THE COMMUNITY HEALTH NEEDS IDENTIFIED IN THE CHNA, RECOMMENDATIONS FOR INITIATIVES WERE INITIALLY PRIORITIZED BASED ON SECONDARY DATA FINDINGS, PRIMARY DATA GATHERED THROUGH INTERNAL AND EXTERNAL KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WITH COMMUNITY RESIDENTS. PARTICIPANTS IN KEY INFORMANT INTERVIEWS AND FOCUS GROUPS WERE ASKED TO IDENTIFY THE HEALTH NEEDS OF THE COMMUNITY AND WERE THEN ASKED TO IDENTIFY THOSE THEY FELT WERE MOST IMPORTANT TO ADDRESS. THEY WERE ALSO ASKED TO RECOMMEND POTENTIAL INITIATIVES TO ADDRESS THESE NEEDS. THE IDENTIFIED PRIORITY HEALTH NEEDS AND RECOMMENDED INITIATIVES WERE THEN GROUPED INTO THE FOLLOWING DOMAINS: - SUBSTANCE USE AND ABUSE; - BEHAVIORAL HEALTH; - ACCESS TO AFFORDABLE, CULTURALLY APPROPRIATE PRIMARY AND SPECIALTY CARE; - CHRONIC DISEASE PREVENTION AND MANAGEMENT; AND - SOCIAL DETERMINANTS OF HEALTH. THE IMPLEMENTATION PLAN INCLUDES AN OVERVIEW OF EACH OF THE DOMAINS, AND RELATED PRIORITY HEALTH NEEDS/ISSUES. A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTCOMES AND IMPACT MEASURES, AND POTENTIAL PARTNERS. THE STRATEGIES/ACTIVITIES RELATED TO SPECIAL POPULATIONS (REFUGEES/IMMIGRANTS, THE HOMELESS, RETURNING CITIZENS, VETERANS, AND LESBIAN GAY BI-SEXUAL TRANSSEXUAL AND QUEER) ARE INTEGRATED THROUGHOUT THE IMPLEMENTATION PLAN AS ARE UNDERLYING ROOT CAUSES THAT IMPACT THE PRIORITY HEALTH NEED SUCH AS ACCESS TO HEALTHY FOOD AND SAFE PLACES FOR PHYSICAL ACTIVITY, HEALTH LITERACY, BEHAVIORAL HEALTH ISSUES INCLUDING SUBSTANCE ABUSE, SMOKING, TRANSPORTATION AND HOUSING. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, PENNSYLVANIA, AND PHILADELPHIA HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. STRATEGIES AND ACTIVITIES WERE ALSO INCLUDED THAT CAN IMPACT HEALTH ISSUES AT MULTIPLE LEVELS OF THE SOCIAL ECOLOGICAL MODEL. THE MODEL INTEGRATES: 1) INDIVIDUAL FACTORS, SOMETIMES CALLED INTRAPERSONAL FACTORS, LIKE GENETICS AND INDIVIDUAL BEHAVIORS; 2) INTERPERSONAL FACTORS, LIKE SOCIAL SUPPORT AND FAMILY CHARACTERISTICS; 3) INSTITUTIONAL AND COMMUNITY ENVIRONMENTS, WHICH MIGHT INCLUDE WORK SITES, SCHOOLS, SERVICE SYSTEMS AND TRANSPORTATION; AND 4) BROADER SOCIAL, ECONOMIC, AND POLITICAL INFLUENCES, WHICH COULD ENCOMPASS A RANGE OF FACTORS FROM LAWS AND REGULATIONS TO RACISM AND DISCRIMINATION. PLEASE REFER TO THE ORGANIZATION'S IMPLEMENTATION STRATEGY FOR ADDITIONAL INFORMATION. ROSH - FACILITY REPORTING GROUP B ================================= IN AN EFFORT TO ADDRESS THE COMMUNITY HEALTH NEEDS IDENTIFIED IN THE CHNA, THE COMMUNITY BENEFIT ACTION TEAMS CONSISTING OF ROSH ADMINISTRATIVE, CLINICAL LEADERS AND OTHER PARTNERS DEVELOPED AND IMPLEMENTED GOALS AND ACTION PLANS. IN ADDITION, ROSH PROFESSIONALS, IN COLLABORATION WITH JEFFERSON COLLEAGUES, AIM TO IMPROVE THE HEALTH STATUS IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST PRACTICES WILL BE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. AS INDICATED IN ITS IMPLEMENTATION PLAN, ROSH WILL FULFILL ITS COMMITMENT TO COMMUNITY BENEFIT PROGRAMS AND SERVICES THROUGH THE STRATEGIC HEALTH PRIORITIES SET FORTH BELOW THAT FOCUS PRIMARILY ON THE FOLLOWING THREE HIGH PRIORITY HEALTH NEED DOMAINS: - HEALTHY LIFESTYLE BEHAVIORS AND COMMUNITY ENVIRONMENT - CHRONIC DISEASE MANAGEMENT - ACCESS TO CARE BY IMPLEMENTING EVIDENCED-BASED STRATEGIES TO ADDRESS THESE THREE DOMAINS OF COMMUNITY HEALTH NEED, THE HOSPITAL ANTICIPATES THE FOLLOWING POSITIVE IMPACT AND IMPROVEMENTS IN COMMUNITY HEALTH: - POSITIVE IMPACT ON DISEASE MANAGEMENT AND DISEASE PREVALENCE, INCLUDING SUBSTANCE ABUSE AND OBESITY AND OBESITY-RELATED DISEASES; - MORE APPROPRIATE USE OF HEALTH RESOURCES, INCLUDING THE SOCIAL AND HEALTH CARE NEEDS AMONG OLDER ADULTS, HEALTH EDUCATION, AND SOCIAL SERVICES; AND - IMPROVEMENT IN COMMUNITY HEALTH STATUS, INCLUDING REDUCTION IN HEALTH DISPARITIES AND INCREASED PHYSICAL ACTIVITY. THESE IMPROVEMENTS WILL BE EVALUATED THROUGH REVIEW AND MONITORING OF EXISTING DATA SOURCES. NEEDS BEYOND THE HOSPITAL'S MISSION OR COMMUNITY BENEFIT PROGRAM ---------------------------------------------------------------- ADDRESSING ALL OF THE HEALTH NEEDS PRESENT IN A LARGE COMMUNITY REQUIRES RESOURCES BEYOND WHAT ANY SINGLE HOSPITAL OR SOCIAL SERVICE AGENCY CAN BRING TO BEAR. THE HOSPITAL IS COMMITTED TO FULFILLING ITS MISSION AS WELL AS REMAINING FINANCIALLY VIABLE SO THAT IT CAN CONTINUE ITS COMMITMENT TO EXCELLENCE IN QUALITY CARE AND PROVIDE A WIDE RANGE OF COMMUNITY BENEFITS. BETWEEN 2018 AND 2021, THE HOSPITAL WILL FOCUS ITS EFFORTS IN ORDER TO MAKE A TRUE AND MEASURABLE IMPACT, AND THUS PLANS TO IMPLEMENT ACTIONS THAT WILL ADDRESS THOSE NEEDS IDENTIFIED THROUGH THE COMMUNITY HEALTH NEEDS ASSESSMENT AS "MOST IMPORTANT". THE HOSPITAL WILL CONTINUE TO EVALUATE OPPORTUNITIES FOR FUNDING OR RESOURCES TO COMMIT TO ADDRESSING THE REMAINING NEEDS. ROSH WILL NOT DIRECTLY FOCUS ON MENTAL HEALTH SERVICES, ACCESS TO HEALTHY AFFORDABLE FOOD AND NUTRITION EDUCATION OR FOOD SECURITY, HEALTH INSURANCE, TRANSPORTATION, THE BUILT ENVIRONMENT, COMMUNITY SAFETY, OR WORKFORCE DEVELOPMENT AND DIVERSITY, NEEDS IDENTIFIED AS "IMPORTANT OR LESS IMPORTANT" IN THE 2018 CHNA. THOSE PRIORITIES ARE BEYOND THE SCOPE OF ROSH AND ARE BEING ADDRESSED BY OTHER COMMUNITY BASED AND GOVERNMENT ORGANIZATIONS. ROSH WILL COLLABORATE WITH GROUPS OF EXPERTS IN THESE AREAS TO FOSTER APPROPRIATE AND SAFE REFERRALS AND IDENTIFY OPPORTUNITIES FOR PARTNERSHIP AND INCLUSION IN COMMUNITY BENEFIT INITIATIVES. PHYCARE - FACILITY REPORTING GROUP C ==================================== THE VALUABLE INFORMATION PROVIDED BY COMMUNITY MEMBERS AND LEADERS WERE A KEY INPUT WHEN DEVELOPING THE CHNA AND PRIORITIES FOR MLH TO FOCUS OVER THE NEXT THREE YEARS. TO ADDRESS THESE FINDINGS FROM THE CHNA, MLH ESTABLISHED 8 PRIORITIES FOR THE FY20 TO FY22 CHIP. THE MLH PRIORITIES AND ALIGNMENT WITH CHNA IDENTIFIED NEEDS ARE DEPICTED IN THE TABLE BELOW. THE COLUMNS REPRESENT THE TOP NEEDS IDENTIFIED DURING THE CHNA, THE ROWS REPRESENT THE PRIORITIES THAT MLH HAS PROPOSED TO ADDRESS THE IDENTIFIED NEEDS, AND THE CHECK MARKS IN THE CELLS SHOW AREAS MLH HAS EXISTING OR PLANNED WORK TO ADDRESS IDENTIFIED NEEDS. THE HEALTH NEEDS WERE IDENTIFIED AND PRIORITIZED BY COMPARING THE HEALTH STATUS, ACCESS TO CARE, HEALTH BEHAVIORS, AND UTILIZATION OF SERVICES FOR RESIDENTS TO RESULTS FOR SOUTHEASTERN PENNSYLVANIA (SEPA)-COMPRISING BUCKS, CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES-AND HEALTHY PEOPLE 2020 (HP2020) GOALS FOR THE U.S. ADDITIONAL DATA SOURCES WERE CONSIDERED, SUCH AS ONLINE SURVEYS AND QUALITATIVE FOCUS GROUPS. INPUT FROM COMMUNITY MEETINGS WERE ALSO USED TO IDENTIFY AND PRIORITIZE UNMET NEEDS, LOCAL PROBLEMS WITH ACCESS TO CARE, AND POPULATIONS WITH SPECIAL HEALTH CARE NEEDS. THE MLH ACUTE CARE SERVICE AREA IS LARGE AND INCLUDES A DIVERSE SET OF COMMUNITIES; THIS ASSESSMENT FOUND POCKETS OF RESIDENTS WHO HAVE DRASTICALLY DIFFERENT HEALTH NEEDS AND EXPERIENCES WITH THE HEALTH CARE SYSTEM. THE MLH CHNA OVERSIGHT COMMITTEE, COMPRISING MLH SYSTEM LEADERSHIP, PROVIDED OVERSIGHT AND ACTIVE GOVERNANCE OF THE CHNA AND CHIP DEVELOPMENT. GOAL SELECTION WAS BASED ON PROGRAMS AND INITIATIVES WHERE MLH IS IN A POSITION TO MAKE THE MOST IMPACT IN THE HEALTH OF THE COMMUNITY IN ALIGNMENT WITH THE MISSION, VALUES AND CAPABILITIES OF THE ORGANIZATION. MLH WILL WORK CLOSELY WITH THE MLH CPHR TO DEVELOP AND IMPROVE DATA COLLECTION TOOLS, AND PROVIDE ADVANCED ANALYSES AND REPORTING OF MLH COMMUNITY HEALTH ACTIVITY, LEVERAGING CPHR CAPABILITIES FOR ONGOING FOCUS GROUPS, SUBJECT-SPECIFIC REPORTS AND DATA ANALYSES THROUGHOUT THE CHNA CYCLE. PLEASE REFER TO THE ORGANIZATION'S IMPLEMENTATION PLAN FOR ADDITIONAL INFORMATION WITH RESPECT TO THE VARIOUS OBJECTIVES AND INITIATIVES IN PLACE TO ADDRESS THE NEEDS IDENTIFIED WITHIN THE CHNA. SCHEDULE H, PART V, SECTION B; LINE 16 TJUH - FACILITY REPORTING GROUP A ================================= THE ORGANIZATION IS AN AFFILIATE WITHIN 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. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: HTTP://HOSPITALS.JEFFERSON.EDU/PATIENTS-AND-VISITORS/PATIENT-POLICIES/FINA NCIAL-ASSISTANCE.HTML ROSH - FACILITY REPORTING GROUP B ================================= DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/FOR-PATIENTS/FINANCIAL-ASSISTANCE PHYCARE - FACILITY REPORTING GROUP C ==================================== DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN SCHEDULE H, PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE ORGANIZATION. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON ITS WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING URL INCLUDED WITHIN THE ORGANIZATION'S WEBSITE: HTTPS://WWW.PHYCAREHOSPITAL.COM/FINANCIAL-ASSISTANCE.HTML SCHEDULE H, PART V, SECTION B; LINE 21 ROSH - FACILITY REPORTING GROUP B ================================= ROSH IS A SPECIALTY HOSPITAL FACILITY AND DOES NOT HAVE A DEDICATED EMERGENCY DEPARTMENT, NOR DOES IT HAVE SPECIALIZED CAPABILITIES THAT WOULD MAKE IT APPROPRIATE TO ACCEPT TRANSFERS OF INDIVIDUALS WHO NEED STABILIZING TREATMENT FOR AN EMERGENCY MEDICAL CONDITION. HOWEVER, ROSH HAS ESTABLISHED A WRITTEN EMERGENCY MEDICAL CARE POLICY THAT ADDRESSES HOW IT APPRAISES EMERGENCIES, PROVIDES INITIAL TREATMENT, AND REFERS OR TRANSFERS AN INDIVIDUAL TO ANOTHER FACILITY, WHEN APPROPRIATE, IN A MANNER THAT COMPLIES WITH THE FEDERAL EMERGENCY MEDICAL TREATMENT AND LABOR ACT ("EMTALA") REGULATIONS. ADDITIONALLY, PATIENTS SEEKING EMERGENCY CARE AT ROSH ARE NOT SUBJECT TO FINANCIAL SCREENING PRIOR TO RECEIVING CARE. PATIENTS WILL NOT BE SUBJECT TO DEBT COLLECTION ACTIVITIES THAT WOULD INTERFERE WITH EMERGENCY MEDICAL CARE. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL OR IMMIGRATION STATUS, SEXUAL ORIENTATION, OR RELIGIOUS AFFILIATION. ROSH SHALL OPERATE IN ACCORDANCE WITH ALL FEDERAL, STATE, AND LOCAL REQUIREMENTS FOR THE PROVISION OF HEALTH SERVICES, INCLUDING SCREENING AND TRANSFER REQUIREMENTS UNDER EMTALA. PHYCARE - FACILITY REPORTING GROUP C ==================================== PHYCARE IS A SURGICAL HOSPITAL THAT PROVIDES SPECIALIZED SURGICAL PROCEDURES AND DOES NOT HAVE A DEDICATED EMERGENCY DEPARTMENT, NOR DOES IT HAVE SPECIALIZED CAPABILITIES THAT WOULD MAKE IT APPROPRIATE TO ACCEPT TRANSFERS OF INDIVIDUALS WHO NEED STABILIZING TREATMENT FOR AN EMERGENCY MEDICAL CONDITION. HOWEVER, PHYCARE HAS ESTABLISHED A WRITTEN EMERGENCY MEDICAL CARE POLICY THAT ADDRESSES HOW IT APPRAISES EMERGENCIES, PROVIDES INITIAL TREATMENT, AND REFERS OR TRANSFERS AN INDIVIDUAL TO ANOTHER FACILITY, WHEN APPROPRIATE, IN A MANNER THAT COMPLIES WITH THE FEDERAL EMERGENCY MEDICAL TREATMENT AND LABOR ACT ("EMTALA") REGULATIONS. ADDITIONALLY, PATIENTS SEEKING EMERGENCY CARE AT PHYCARE ARE NOT SUBJECT TO FINANCIAL SCREENING PRIOR TO RECEIVING CARE. PATIENTS WILL NOT BE SUBJECT TO DEBT COLLECTION ACTIVITIES THAT WOULD INTERFERE WITH EMERGENCY MEDICAL CARE. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL OR IMMIGRATION STATUS, SEXUAL ORIENTATION, OR RELIGIOUS AFFILIATION. ROSH SHALL OPERATE IN ACCORDANCE WITH ALL FEDERAL, STATE, AND LOCAL REQUIREMENTS FOR THE PROVISION OF HEALTH SERVICES, INCLUDING SCREENING AND TRANSFER REQUIREMENTS UNDER EMTALA. SCHEDULE H, PART V, SECTION B; LINE 22 PHYCARE - FACILITY REPORTING GROUP C ==================================== ACCORDING TO THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, PATIENTS WHO ARE UNINSURED OR UNDERINSURED FOR A MEDICALLY NECESSARY SERVICE, OR WHO ARE INELIGIBLE FOR GOVERNMENTAL OR OTHER INSURANCE COVERAGE, AND WHO HAVE FAMILY INCOME LESS THAN 200% OF THE FEDERAL POVERTY GUIDELINES ARE ELIGIBLE FOR 100% CHARITY CARE (FINANCIAL ASSISTANCE). SINCE THE ORGANIZATION PROVIDES FULL FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY, FAP-ELIGIBLE INDIVIDUALS RECEIVE A FULL WRITE-OFF. BECAUSE THE ORGANIZATION ONLY PROVIDES FULL CHARITY CARE, AND DOES NOT BILL PATIENTS ELIGIBLE FOR CHARITY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FAP WILL NOT BE CHARGED. THEREFORE, THE ORGANIZATION DOES NOT CALCULATE AMOUNTS GENERALLY BILLED. 51 BRIND-MARCUS CENTER OF INTEGRATIVE MED 789 EAST LANCASTER AVENUE VILLANOVA PA 19085 OUTPATIENT SERVICES - INTEGRATIVE MEDICINE HYPERBARIC AT METHODIST 1301 WOLF STREET 1ST FLOOR PHILADELPHIA PA 19147 OUTPATIENT SERVICES - OXEGYN THERAPY INFUSION CENTER 925 CHESTNUT STREET 2ND FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - INFUSION SERVICES INFUSION CENTER AT METHODIST 1301 WOLF STREET PHILADELPHIA PA 19147 OUTPATIENT SERVICES - INFUSION SERVICES INFUSION CENTER FOR RHEUMATOLGY 211 S 9TH STREET PHILADELPHIA PA 19107 OUTPATIENT SERVICES - RHEUMATOLOGY JEFFERSON CARDIAC IMAGING 925 CHESTNUT STREET PHILADELPHIA PA 19107 OUTPATIENT SERVICES - IMAGING JEFFERSON CARDIOLOGY 925 CHESTNUT STREET MEZZANINE PHILADELPHIA PA 19107 OUTPATIENT SERVICES - CARDIAC & VASCULAR SERVICES JEFFERSON DERMATOLOGY 833 CHESTNUT STREET SUITE 740 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - DERMATOLOGY SERVICES JEFFERSON ENDOCRINOLOGY 211 S 9TH STREET WALNUT TOWERS ST PHILADELPHIA PA 19107 OUTPATIENT SERVICES - ENDOCRINOLOGY SERVICES JEFFERSON FAMILY MEDICINE 833 CHESTNUT STREET SUITE 300 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - PRIMARY CARE JEFFERSON GASTROENTEROLOGYHEPATOLOGY 1300 WOLF STREET 1ST FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - GASTROENTEROLOGY/HEPATOLOGY JEFFERSON GASTROENTEROLOGYHEPATOLOGY 132 SOUTH 10TH STREET 4TH 5TH FL PHILADELPHIA PA 19107 OUTPATIENT SERVICES - GASTROENTEROLOGY/HEPATOLOGY JEFFERSON HEARING AND BALANCING CENTER 925 CHESTNUT STREET 6TH FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - HEARING & BALANCE SERVICES JEFFERSON HEMATOLOGY 1015 CHESTNUT STREET SUITE 132 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - HEMATOLOGY SERVICES JEFFERSON HOSPITAL AMBULATORY PRACTICE 833 CHESTNUT STREET SUITE 220 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - AMBULATORY SERVICES JEFFERSON IMAGING CENTER 909 WALNUT STREET 1ST FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - IMAGING JEFFERSON INTERNAL MEDICINE 833 CHESTNUT STREET SUITE 701 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - INTERNAL MEDICINE JEFFERSON MEDICAL ONCOLOGY 1300 WOLF STREET 3RD FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - ONCOLOGY SERVICES JEFFERSON MEDICAL ONCOLOGY 925 CHESTNUT STREET 3RD 4TH FLOO PHILADELPHIA PA 19107 OUTPATIENT SERVICES - ONCOLOGY SERVICES JEFFERSON METHODIST CARDIAC REHAB 2422-24 SOUTH BROAD STREET PHILADELPHIA PA 19145 OUTPATIENT SERVICES - PHYSICIAN THERAPY & CARDIAC JEFFERSON NEPHROLOGY 833 CHESTNUT STREET SUITE 700 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - NEPHROLOGY SERVICES JEFFERSON NEUROLOGYNEUROSURGERY 3 CRESCENT DRIVE 3RD FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - NEUROLOGY SERVICES JEFFERSON NEUROLOGYNEUROSURGERY 909 WALNUT STREET 2ND FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - NEUROLOGY SERVICES JEFFERSON OBGYN 3 CRESCENT DRIVE 2ND FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - WOMEN'S HEALTH SERVICES JEFFERSON OBGYN 833 CHESTNUT STREET 1ST FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - WOMEN'S HEALTH SERVICES JEFFERSON OTOLARYNGOLOGY 925 CHESTNUT STREET 5TH 6TH FLOO PHILADELPHIA PA 19107 OUTPATIENT SERVICES - OTOLARYNGOLOGY SERVICES JEFFERSON OUTPATIENT PEDIATRIC REHAB CTR 833 CHESTNUT STREET 2ND FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - PHYSICAL THERAPY JEFFERSON OUTPATIENT REHAB MEDICINE 25 S 9TH STREET PHILADELPHIA PA 19107 OUTPATIENT SERVICES - PHYSICAL THERAPY JEFFERSON PAIN MANAGEMENT 3 CRESCENT DRIVE PHILADELPHIA PA 19107 OUTPATIENT SERVICES - PAIN MANAGEMENT JEFFERSON PHYSICAL MEDICINE & REHAB 3 CRESCENT DRIVE 3RD FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - REHABILITATION SERVICES JEFFERSON PRIMARY CARE 3 CRESCENT DRIVE 2ND FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - PRIMARY CARE JEFFERSON PULMONARY 834 WALNUT STREET SUITE 620 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - PULMONARY SERVICES JEFFERSON RADIATION THERAPY RIDDLE HOSP 1078 WEST BALTIMORE PIKE SUITE 2 MEDIA PA 19063 OUTPATIENT SERVICES - RADIATION SERVICES JEFFERSON REHABILITATION 3 CRESCENT DRIVE 1ST FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - REHABILITATION SERVICES JEFFERSON RHEUMATOLOGY 211 S 9TH STREET WALNUT TOWERS ST PHILADELPHIA PA 19107 OUTPATIENT SERVICES - RHEUMATOLOGY SERVICES JEFFERSON SURGICAL CENTER 1100 WALNUT STREET 2ND FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - SURGICAL SERVICES JEFFERSON TRANSITIONS CLINIC 3 CRESCENT DRIVE 2ND FLOOR PHILADELPHIA PA 19112 OUTPATIENT SERVICES - CLINIC JEFFERSON UROLOGY 833 CHESTNUT STREET SUITE 703 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - UROLOGY SERVICES JEFFERSON WEINBERG ALS CLINIC 909 WALNUT STREET 2ND FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - VARIOUS JEFFERSON-HONICKMAN BREAST IMAGING CTR 1100 WALNUT STREET 3RD AND 4TH FLO PHILADELPHIA PA 19107 OUTPATIENT SERVICES - IMAGING SLEEP DISORDERS JEFFFIT ART MUSEUM 2130 SPRING GARDEN STREET 2ND FLOO PHILADELPHIA PA 19107 OUTPATIENT SERVICES - VARIOUS MYRNA BRIND CENTER OF INTEGRATIVE MED 925 CHESTNUT STREET 1ST FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - INTEGRATIVE MEDICINE NICOLETTI KIDNEY TRANSPLANT CENTER 833 CHESTNUT STREET SUITE 138 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - KIDNEY SERVICES PATIENT TESTING CENTER 925 CHESTNUT STREET PHILADELPHIA PA 19107 OUTPATIENT SERVICES - LABORATORY PHLEBOTOMY OP STATION 833 CHESTNUT STREET 2ND FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - LABORATORY PHOTOPHERESIS 925 CHESTNUT STREET PHILADELPHIA PA 19107 OUTPATIENT SERVICES PULMONARY FUNCTION LABORATORY 834 WALNUT STREET SUITE 650 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - LABORATORY SLEEP DISORDER CENTER 211 S 9TH STREET 5TH FLOOR PHILADELPHIA PA 19107 OUTPATIENT SERVICES - SLEEP DISORDERS STEPHEN KLEIN WELLNESS CENTER 2144 CECIL B MOORE AVENUE PHILADELPHIA PA 19121 OUTPATIENT SERVICES - WELLNESS SERVICES ULTRASOUND 909 WALNUT STREET BASEMENT PHILADELPHIA PA 19107 OUTPATIENT SERVICES - IMAGING URODYNAMICS TESTING 833 CHESTNUT STREET SUITE 703 PHILADELPHIA PA 19107 OUTPATIENT SERVICES - IMAGING SCHEDULE H, PART I, LINE 3C TJUH - FACILITY REPORTING GROUP A ================================= IT IS THE POLICY OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") TO PROVIDE FINANCIAL ASSISTANCE IN THE FORM OF FINANCIAL ASSISTANCE ("CHARITY CARE") AND PARTIAL CHARITY CARE TO PATIENTS RESIDING IN ITS LOCAL SERVICE AREA WHO REQUIRE EMERGENCY AND MEDICALLY NECESSARY CARE AND WHO ARE INELIGIBLE FOR MEDICAID; HAVE EXHAUSTED OR LIMITED INSURANCE BENEFITS; AND MEET HOUSEHOLD INCOME AND ASSET CRITERIA OR MEDICAL INDIGENCE STANDARDS AS SET FORTH IN THEIR FINANCIAL ASSISTANCE POLICY. TJUH CONSIDERS EACH PATIENTS ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY MEDICAL CARE, AND EXTENDS CHARITY CARE OR PARTIAL CHARITY CARE TO ELIGIBLE PATIENTS RESIDING IN ITS LOCAL SERVICE AREAS WHO ARE UNABLE TO PAY FOR THEIR CARE. THE ORGANIZATION'S FAP SETS FORTH THE ELIGIBILITY PROCEDURES FOR CHARITY CARE AND PARTIAL CHARITY CARE IN COMPLIANCE WITH APPLICABLE FEDERAL, STATE AND LOCAL LAW. IN ACCORDANCE WITH THE ORGANIZATIONS FINANCIAL ASSISTANCE POLICY, TJUH SHALL ADHERE TO AN ESTABLISHED METHODOLOGY TO DETERMINE ELIGIBILITY FOR CHARITY CARE AND PARTIAL CHARITY CARE. THE METHODOLOGY SHALL CONSIDER WHETHER HEALTHCARE SERVICES MEET MEDICAL NECESSITY CRITERIA, AS WELL AS INCOME, FAMILY SIZE, AND RESOURCES AVAILABLE TO PAY FOR CARE. ALL AVAILABLE FINANCIAL RESOURCES ARE EVALUATED BEFORE A DETERMINATION REGARDING CHARITY CARE OR PARTIAL CHARITY CARE IS MADE. TJUH CONSIDERS THE FINANCIAL RESOURCES OF THE PATIENT, AS WELL AS OTHER PERSONS HAVING LEGAL RESPONSIBILITY TO PROVIDE FOR THE PATIENT (E.G. PARENT OF A MINOR, SPOUSE). THE PATIENT/GUARANTOR SHALL BE REQUIRED TO PROVIDE INFORMATION SUFFICIENT FOR TJUH TO DETERMINE WHETHER HE OR SHE IS ELIGIBLE FOR BENEFITS AVAILABLE FROM INSURANCE, MEDICARE, MEDICAID, WORKERS' COMPENSATION, THIRD PARTY LIABILITY, AND OTHER FEDERAL, STATE, OR LOCAL PROGRAMS. IF IN THE COURSE OF EVALUATING THE PATIENTS FINANCIAL CIRCUMSTANCES IT IS DETERMINED BY TJUH THAT THE PATIENT MAY QUALIFY FOR FEDERAL, STATE, OR LOCAL PROGRAMS OR INSURANCE COVERAGE, FINANCIAL COUNSELING WILL BE PROVIDED TO ASSIST PATIENTS IN APPLYING FOR AVAILABLE COVERAGE. CHARITY CARE AND PARTIAL CHARITY CARE WILL BE DENIED TO PATIENTS OR GUARANTORS WHO DO NOT COOPERATE FULLY IN APPLYING FOR AVAILABLE COVERAGE. PATIENTS WITH HEALTHCARE REINSURANCE OR MEDICAL SAVINGS ACCOUNTS ARE INSURED FOR PURPOSES OF THIS POLICY, AND THE AMOUNT ON DEPOSIT WILL BE CONSIDERED AS AN AVAILABLE RESOURCE TOWARD PAYMENT FOR MEDICALLY NECESSARY SERVICES. ELIGIBILITY FOR PARTIAL CHARITY CARE SHALL BE DETERMINED BASED ON 200% -400% OF THE FEDERAL POVERTY LEVEL GUIDELINES AS PUBLISHED ANNUALLY IN THE FEDERAL REGISTER, AS WELL AS CONSIDERATION OF AVAILABLE ASSETS AND ANY EXTENUATING CIRCUMSTANCES. TJUH SHALL MAKE A DECISION ABOUT A PATIENT/GUARANTORS MEDICAL INDIGENCE BY REVIEWING RELEVANT DOCUMENTATION CONCERNING ANY CIRCUMSTANCE WHICH WOULD DEMONSTRATE THAT A PATIENT SHOULD BE CONSIDERED ELIGIBLE FOR A CHARITY CARE OR PARTIAL CHARITY CARE ON THE BASIS OF MEDICAL INDIGENCE. THE TJUH VICE PRESIDENT, REVENUE CYCLE AND SENIOR VICE PRESIDENT FOR FINANCE AND CHIEF FINANCIAL OFFICER SHALL MEET AS NEEDED TO EVALUATE INFORMATION RELATED TO PATIENT ACCOUNTS THAT DO NOT CLEARLY QUALIFY UNDER CHARITY CARE OR PARTIAL CHARITY CARE ELIGIBILITY CRITERIA TO DETERMINE WHETHER CHARITY CARE OR PARTIAL CHARITY CARE IS APPROPRIATE UNDER THE CIRCUMSTANCES. THE TYPES OF PATIENT ACCOUNTS TO BE REVIEWED SHALL INCLUDE, BUT NOT BE LIMITED TO MEDICALLY INDIGENT PATIENTS; PATIENTS WHO DO NOT RESIDE IN THE LOCAL SERVICE AREAS AND PATIENTS WHO HAVE SUBSTANTIAL NON-LIQUID ASSETS. ROSH - FACILITY REPORTING GROUP B ================================= IN ACCORDANCE WITH ITS FINANCIAL ASSISTANCE POLICY ("FAP"), ROSH IS COMMITTED TO PROVIDING FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY HEALTHCARE SERVICES, TO PATIENTS WHO ARE UNINSURED, UNDERINSURED, INELIGIBLE FOR GOVERNMENT ASSISTANCE OR ARE OTHERWISE UNABLE TO PAY FOR SERVICES BASED ON THEIR INDIVIDUAL FINANCIAL SITUATION. THE ORGANIZATIONS FAP OUTLINES ITS FINANCIAL ASSISTANCE POLICIES, PRACTICES AND PROCEDURES. THIS POLICY INCLUDES ALL NECESSARY INFORMATION IN COMPLIANCE WITH INTERNAL REVENUE CODE ("IRC") SECTION 501(R), AS WELL AS APPLICABLE FEDERAL, STATE AND LOCAL LAW. ROSH CONSIDERS EACH PATIENT'S ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY HEALTHCARE SERVICES AND OFFERS FINANCIAL ASSISTANCE TO PATIENTS RESIDING IN ITS PRIMARY SERVICE AREA, WHO MEET THE ELIGIBILITY CRITERIA DESCRIBED HEREIN. ROSH ALSO, IN LIMITED CIRCUMSTANCES PROVIDES FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY FOR MEDICAL INDIGENCE STANDARDS AS SET FORTH IN ITS FAP. PATIENTS WHOSE INCOME DOES NOT EXCEED 200% OF FPG ARE ELIGIBLE FOR 100% FINANCIAL ASSISTANCE COVERAGE. THE FPG ARE ISSUED ANNUALLY IN THE FEDERAL REGISTER BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES. EACH PATIENT APPLYING FOR FINANCIAL ASSISTANCE MUST MAKE A GOOD FAITH EFFORT, AS DETERMINED BY THE HOSPITAL FACILITY, TO OBTAIN COVERAGE FROM AVAILABLE PUBLIC ASSISTANCE PROGRAMS SUCH AS: - MEDICARE - MEDICAID - VOCATIONAL REHABILITATION - VICTIMS OF CRIME - CHILDREN SPECIAL SERVICES - CHURCH PROGRAM A PATIENT WHO REFUSES TO APPLY OR FOLLOW THROUGH WITH APPLICATIONS FOR OTHER ASSISTANCE WILL NOT BE ELIGIBLE FOR FINANCIAL ASSISTANCE. PHYCARE - FACILITY REPORTING GROUP C ==================================== PHYSICIAN CARE SURGICAL HOSPITAL ("PCSH") PROVIDES FINANCIAL ASSISTANCE IN THE FORM OF CHARITY CARE TO PATIENTS RESIDING IN ITS LOCAL SERVICE AREA WHO REQUIRE EMERGENCY AND MEDICALLY NECESSARY CARE AND WHO HAVE EXHAUSTED OR LIMITED INSURANCE BENEFITS; AND MEET HOUSEHOLD INCOME STANDARDS AS DEFINED IN ITS FINANCIAL ASSISTANCE POLICY ("FAP"). PCSH ALSO, IN LIMITED CIRCUMSTANCES, PROVIDES FINANCIAL ASSISTANCE TO THOSE WHO QUALIFY FOR MEDICAL INDIGENCE STANDARDS. PCSH CONSIDERS EACH PATIENT'S ABILITY TO PAY FOR HIS OR HER EMERGENCY OR MEDICALLY NECESSARY MEDICAL CARE, AND EXTENDS CHARITY CARE TO ELIGIBLE PATIENTS RESIDING IN ITS LOCAL SERVICE AREAS WHO ARE UNABLE TO PAY FOR THEIR CARE. THE ORGANIZATIONS FAP SETS FORTH THE ELIGIBILITY PROCEDURES FOR CHARITY CARE IN COMPLIANCE WITH APPLICABLE FEDERAL, STATE, AND LOCAL LAW. THE ORGANIZATION OFFERS PATIENTS FINANCIAL ASSISTANCE FOR THOSE WHO ARE UNINSURED OR UNDERINSURED, WHO ARE INELIGIBLE FOR GOVERNMENTAL OR OTHER INSURANCE COVERAGE, AND WHO HAVE FAMILY INCOMES NOT IN EXCESS OF 200% OF THE FEDERAL POVERTY GUIDELINES. THESE INDIVIDUALS ARE ELIGIBLE FOR CHARITY CARE (100% FREE MEDICAL CARE). PATIENTS WHOSE INCOME DOES NOT EXCEED 200% OF THE MOST CURRENT POVERTY INCOME GUIDELINES ISSUED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES WILL QUALIFY FOR FULL CHARITY CARE AFTER VERIFICATION OF EMPLOYMENT. BECAUSE PCSH ONLY PROVIDES FULL CHARITY CARE, AND DOES NOT BILL PATIENTS ELIGIBLE FOR CHARITY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FAP WILL NOT BE CHARGED. THEREFORE, PCSH DOES NOT CALCULATE AMOUNTS GENERALLY BILLED (AGB). IF SEEKING MEDICAL INDIGENCE, A PATIENT MUST COMPLETE A FINANCIAL AID APPLICATION AND PROVIDE INFORMATION ON INCOME AND ASSETS AS REQUESTED. IN THE CASE OF PATIENTS WHO ARE FACED WITH CATASTROPHICALLY LARGE MEDICAL BILLS, THE CEO MAY MAKE A DISCRETIONARY RECOMMENDATION THAT THE PATIENT IS MEDICALLY INDIGENT AND THUS IS ELIGIBLE FOR CHARITY CARE. THIS DETERMINATION WILL BE MADE ON A CASE-BY-CASE BASIS AND WILL REQUIRE VERIFICATION OF ALL MEDICAL EXPENSES. SCHEDULE H, PART I, LINE 6A NOT APPLICABLE. SCHEDULE H, PART I, LINE 7 SUBSIDIZED HEALTH SERVICES INCLUDED WITHIN SCHEDULE H, PART I, LINE 7 FOR THE ORGANIZATION INCLUDES EMERGENCY DEPARTMENT, FAMILY MEDICINE AND TRAUMA SERVICES. THESE HEALTHCARE SERVICES ARE PROVIDED TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. SCHEDULE H, PART II THE ORGANIZATIONS COMMUNITY BUILDING ACTIVITIES ARE FOCUSED ON IMPROVING THE COMMUNITYS HEALTH AND SAFETY BY ADDRESSING POVERTY, HOMELESSNESS, WORKFORCE DEVELOPMENT, COMMUNITY SUPPORT, COALITION BUILDING, AND THE HEALTH AND WELLBEING OF OLDER ADULTS. TJUH COLLABORATES WITH COMMUNITY ORGANIZATIONS TO ADVANCE NEIGHBORHOOD IMPROVEMENT AND REVITALIZATION PROJECTS, MENTORING AND PIPELINE PROGRAMS FOR YOUTH AND COMMUNITY MEMBERS, HEALTH LITERACY TRAINING, COALITION BUILDING, AND VARIOUS HEALTH IMPROVEMENT TASK FORCES. THE HOSPITAL PARTNERS WITH COALITIONS THAT ADDRESS DRUG AND ALCOHOL PREVENTION, REFUGEE AND IMMIGRANT HEALTH AND SOCIAL ISSUES, AGING IN PLACE, RETURNING CITIZENS, AND HEALTHY COMMUNITY ISSUES THAT ADDRESS SOCIAL DETERMINANTS OF HEALTH INCLUDING NUTRITION, FOOD SECURITY, SMOKING CESSATION, PHYSICAL ACTIVITY, HOUSING AND SHARED DATA. TJUH WAS INVOLVED WITH PROVIDING HEALTH EDUCATION AND WORKFORCE DEVELOPMENT WITH LOCAL MIDDLE AND HIGH SCHOOLS. IN ADDITION, THE HOSPITAL DONATES FUNDS TO ORGANIZATIONS THAT ADVANCE THESE EFFORTS. COALITIONS AND COMMUNITY PARTNERSHIPS ===================================== REGIONAL: - COLLABORATIVE OPPORTUNITY TO ADVANCE COMMUNITY HEALTH (COACH) - DVRPC - HEALTH SUBCOMMITTEE - PACDC - HEALTH AND HOUSING SUBCOMMITTEE - STATE DPP PROGRAM - SEPA READS HEALTH LITERACY CITY WIDE: - GET HEALTHY PHILLY, FOOD FIT PHILLY AND SMOKEFREE PHILLY COALITIONS - CLINIC TO COMMUNITY LINKAGES TASKFORCE - DPP - (PHILLY DIFFERENCE - PDOH; HCIF) - PHILADELPHIA REENTRY COALITION - FOOD POLICY ADVISORY COUNCIL (HUNGER SUBCOMMITTEE; FOOD SECURITY QUESTIONS; FOOD DRIVES/DONATIONS) - ACES TASK FORCE - PHILADELPHIA REFUGEE HEALTH COLLABORATIVE - PHILADELPHIA REFUGEE MENTAL HEALTH COLLABORATIVE - FOOD SECURITY TRAINING - PIERCE GRANT - HCIF; COACH; COALITION AGAINST HUNGER) - HEALTHY CITIES: NOVO NORDISCHEART ASSOC AND AMA DPP LOCAL COMMUNITY LEVEL: - SOUTH PHILLY PREVENTION COALITION - WESTSIDE COMMUNITY PREVENTION COLLABORATIVE - COMMUNITY SCHOOLS SOUTHWARK, INDEPENDENCE CHARTER, AND SOUTH PHILLY HS WORKFORCE DEVELOPMENT; PHYSICALS; COMMUNITY CLOSET - MANNA RESEARCH INSTITUTE - IMMIGRANT HEALTH AND WELLNESS CENTER - SOUTH PHILADELPHIA - SOUTH PHILADELPHIA AGING COALITION - LATINO HEALTH ADVISORY COUNCIL - PCHE JEFFERSON INTERNAL INITIATIVES: - OPIATE TASK FORCE - PCHE - AGE FRIENDLY HEALTH SYSTEM - LGBTQ FRIENDLY HEALTH SYSTEM - JCIPE SCHEDULE H, PART III, LINES 2, 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS INTERNAL FINANCIAL STATEMENTS. THE ORGANIZATION IS AN AFFILIATE WITHIN 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. EFFECTIVE JULY 1, 2018, THE SYSTEM ADOPTED ASU 2014-09 USING A FULL RETROSPECTIVE METHOD OF APPLICATION. THE ADOPTION OF ASU 2014-09 RESULTED IN CHANGES TO THE PRESENTATION AND DISCLOSURE OF REVENUE PRIMARILY RELATED TO UNINSURED OR UNDERINSURED PATIENTS. UNDER ASU 2014- 09, THE ESTIMATED UNCOLLECTIBLE AMOUNTS DUE FROM THESE PATIENTS ARE GENERALLY CONSIDERED IMPLICIT PRICE CONCESSIONS THAT ARE A DIRECT REDUCTION TO NET PATIENT SERVICE REVENUES. FOR THE YEARS ENDED JUNE 30, 2019 AND 2018, THE SYSTEM RECORDED $142.9 MILLION AND $132.8 MILLION, RESPECTIVELY OF IMPLICIT PRICE CONCESSIONS AS A DIRECT REDUCTION OF NET PATIENT SERVICE REVENUES THAT WOULD HAVE BEEN RECORDED AS PROVISION FOR BAD DEBTS PRIOR TO THE ADOPTION OF ASU 2014-09. PLEASE REFER TO THE NET PATIENT SERVICE REVENUE SECTION WITHIN FOOTNOTE 1 (PAGES 9 & 10) OF THE SYSTEM'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE NETWORK'S REVENUE RECOGNITION. SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES". THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS SCHEDULE H, PART III, LINE 9B TJUH - FACILITY REPORTING GROUP A ================================= THE COLLECTION POLICY OF TJUH CONTAINS DETAILED GUIDELINES FOR PATIENTS ELIGIBLE FOR CHARITY CARE. THIS INCLUDES A PROCESS TO DETERMINE PATIENT ELIGIBILITY FOR CHARITY CARE PRIOR TO THE PROVISION OF CARE OR AS SOON AS POSSIBLE THEREAFTER. IF IT IS DETERMINED THAT A PATIENT QUALIFIES FOR PARTIAL CHARITY CARE, THE POLICY REQUIRES THAT THE PATIENT AND TJUH AGREE IN WRITING AS TO THE AMOUNT DUE AFTER APPLYING THE APPROPRIATE CHARITY CARE DISCOUNT, AND THAT TJUH NEGOTIATE AND AGREE UPON A REASONABLE PAYMENT SCHEDULE WITH THE PATIENT. TJUH ALSO EVALUATES THE ONGOING ABILITY OF THE PATIENT TO PAY THE AMOUNT DUE BEFORE ADDITIONAL COLLECTION ACTIONS ARE TAKEN. THE ORGANIZATION DOES NOT ENGAGE IN ANY ACTIONS THAT DISCOURAGE INDIVIDUALS FROM SEEKING EMERGENCY MEDICAL CARE. THE ORGANIZATION WILL NEVER DEMAND THAT AN EMERGENCY DEPARTMENT PATIENT PAY BEFORE RECEIVING TREATMENT FOR EMERGENCY MEDICAL CONDITIONS. ADDITIONALLY, DEBT COLLECTION ACTIVITIES ARE NOT PERMITTED IN THE EMERGENCY DEPARTMENT OR OTHER AREAS WHERE SUCH ACTIVITIES COULD INTERFERE WITH THE PROVISION OF EMERGENCY CARE ON A NONDISCRIMINATORY BASIS. ALL MEDICALLY NECESSARY HOSPITAL SERVICES ARE PROVIDED WITHOUT CONSIDERATION OF ABILITY TO PAY AND ARE NOT DELAYED PENDING APPLICATION OR APPROVAL OF MEDICAL ASSISTANCE OR FINANCIAL ASSISTANCE. THE ORGANIZATION DOES NOT ENGAGE IN EXTRAORDINARY COLLECTION ACTIONS AGAINST AN INDIVIDUAL TO OBTAIN PAYMENT FOR CARE BEFORE MAKING REASONABLE EFFORTS TO DETERMINE WHETHER THE INDIVIDUAL QUALIFIES FOR FINANCIAL ASSISTANCE. IF A BILL IS OUTSTANDING 120 DAYS OR MORE, TJUH MAY SEND THE ACCOUNT TO A COLLECTIONS AGENCY TO BE COLLECTED ON. WHILE IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE WILL BE ACCEPTED AT ANY TIME. ONCE AN APPLICATION IS RECEIVED, COLLECTIONS WILL BE PLACED ON HOLD AND THE PROCEDURES REGARDING INCOMPLETE APPLICATIONS AND DENIALS AS SET FORTH ABOVE WILL APPLY. IF A BILL IS STILL OUTSTANDING AFTER 240 DAYS, TJUH MAY (1) COMMENCE A CIVIL ACTION AGAINST THE PATIENT; OR (2) PLACE A LIEN ON AN INDIVIDUALS PROPERTY. PRIOR TO EITHER OF THESE ACTIONS BEING INITIATED, TJUH WILL ENGAGE IN REASONABLE EFFORTS TO DETERMINE WHETHER THE INDIVIDUAL IS ELIGIBLE FOR ASSISTANCE UNDER THE FAP. TJUH WILL, 30 DAYS PRIOR TO THE COMMENCEMENT OF AN ECA: 1) PROVIDE A NOTICE TO THE PATIENT WHICH, INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE TO THOSE WHO ARE ELIGIBLE AND IDENTIFIES THE ACTION TJUH INTENDS TO TAKE AND THE DATE TJUH WILL TAKE SUCH ACTION; 2) PROVIDE A COPY OF THE PLS AND THE FAP APPLICATION; AND 3) ATTEMPT TO CONTACT THE PATIENT AND ORALLY NOTIFY THEM OF THE OUTSTANDING DEBT AND THE EXISTENCE OF THE FINANCIAL ASSISTANCE POLICY. PRIOR TO COMMENCING A CIVIL ACTION OR PLACING A LIEN ON AN INDIVIDUALS PROPERTY, THE BUSINESS SERVICES DEPARTMENT WILL CERTIFY THAT REASONABLE EFFORTS HAVE BEEN MADE TO NOTIFY THE INDIVIDUAL OF THE FINANCIAL ASSISTANCE POLICY. ROSH - FACILITY REPORTING GROUP B ================================= ONCE A PATIENTS CLAIM IS PROCESSED BY THEIR INSURANCE, ROSH WILL SEND THE PATIENT A BILL INDICATING THE PATIENT RESPONSIBILITY. ADDITIONALLY, IF A PATIENT HAS NO THIRD-PARTY COVERAGE THEY WILL RECEIVE A BILL INDICATING THEIR PATIENT RESPONSIBILITY. THIS WILL BE THE PATIENT'S FIRST POST DISCHARGE BILLING STATEMENT. THE DATE ON THIS STATEMENT WILL BEGIN THE APPLICATION AND NOTIFICATION PERIODS. PATIENT STATEMENTS WILL BE GENERATED DAILY FOLLOWING PAYMENT POSTING OR WEEKLY AT A MINIMUM. PREFERENCES HAVE BEEN PRE-DETERMINED IN THE PATIENT ACCOUNTING SYSTEM TO ENSURE THAT PATIENT STATEMENTS ARE GENERATED ON A CYCLE BASIS AND THAT PATIENT RESPONSIBLE ACCOUNTS WILL HAVE A STATEMENT GENERATED MONTHLY. AFTER THE PATIENT RECEIVES THEIR FIRST POST DISCHARGE BILLING STATEMENT, ROSH WILL SEND OUT 2 ADDITIONAL STATEMENTS (IN 30-DAY INTERVALS). THE BUSINESS OFFICE MANAGER OR DESIGNEE SHALL FOLLOW UP ON RETURNED STATEMENTS FOR INCORRECT OR INVALID ADDRESS BY CONTACTING THE PATIENT OR GUARANTOR ON THE ACCOUNT. THE BUSINESS OFFICE MANAGER/STAFF WILL MAKE FOLLOW-UP PHONE CALLS ON EVERY ACCOUNT WITH OUTSTANDING BALANCES. INSURANCE DUE ACCOUNTS SHOULD HAVE THE INITIAL FOLLOW-UP CALL MADE 30 DAYS FOLLOWING THE DATE OF SERVICE. SUBSEQUENT FOLLOW-UP CALLS SHOULD BE MADE EVERY 14 DAYS UNTIL THE BALANCE IS PAID. INSURANCE DUE BALANCES OVER 90 DAYS OLD FOR WHICH THE FACILITY HAS NOT RECEIVED VALID REASONS FROM THE PAYER AS TO WHY THE CHARGES HAVE NOT BEEN PAID MAY BE TRANSFERRED TO PATIENT DUE STATUS AND BILLED TO THE PATIENT AT THE DISCRETION OF THE ADMINISTRATOR OR BUSINESS OFFICE MANAGER. PATIENT DUE ACCOUNTS SHOULD HAVE THE INITIAL FOLLOW-UP CALL MADE 21 DAYS FOLLOWING THE DATE OF SERVICE FOR SELF-PAY ACCOUNTS AND FOLLOWING THE DATE THE AMOUNT WAS TRANSFERRED TO THE PATIENT'S OBLIGATION IF THE AMOUNT WAS INITIALLY BILLED TO A PRIMARY INSURANCE. SUBSEQUENT FOLLOW-UP CALLS SHOULD BE MADE EVERY 14 - 21 DAYS UNTIL THE BALANCE IS PAID OR UNTIL ADEQUATE PAYMENT ARRANGEMENTS ARE MADE. IF PAYMENT HAS NOT BEEN RECEIVED AFTER 90 DAYS (FROM THE DATE OF THE PATIENTS FIRST POST-DISCHARGE BILLING STATEMENT) ROSH WILL SEND OUT A LETTER INFORMING THE PATIENT IN WRITING THAT THE ACCOUNT WILL BE SENT TO COLLECTIONS, IF PAYMENT IS NOT RECEIVED WITHIN 30 DAYS OF THE DATE OF THE LETTER. THE BUSINESS OFFICE MANAGER OR DESIGNEE SHALL ENSURE THAT PATIENT RESPONSIBLE ACCOUNTS HAVE A MINIMUM OF THREE (3) STATEMENTS GENERATED TO THE PATIENT PRIOR TO THE ACCOUNT BEING WRITTEN OFF OR CONSIDERED FOR COLLECTION AGENCY PLACEMENT. ADDITIONALLY, THE LETTER WILL INCLUDE ANY ECAS THAT MAY TAKE PLACE AFTER THE PATIENT ACCOUNT HAS BEEN PLACED IN COLLECTIONS. THE WRITTEN NOTICE WILL ALSO INCLUDE A COPY OF THE PLS. ALL OUTSTANDING ACCOUNTS (INSURANCE BALANCES AND PATIENT BALANCES) AGED 120 DAYS WITHOUT APPROPRIATE PAYMENT ARRANGEMENTS OR MAY BE OUTSOURCED TO AN OUTSIDE AGENCY OR CONSIDERED FOR WRITE OFF TO BAD DEBT AND SENT TO A COLLECTION AGENCY IN ACCORDANCE WITH THE BAD DEBT WRITE-OFF POLICY. IN ACCORDANCE WITH IRC 501(R)(6), ROSH DOES NOT ENGAGE IN ANY ECAS PRIOR TO THE EXPIRATION OF THE NOTIFICATION PERIOD. SUBSEQUENT TO THE NOTIFICATION PERIOD ROSH, OR ANY THIRD PARTIES ACTING ON ITS BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF A FAP-ELIGIBILITY DETERMINATION HAS NOT BEEN MADE OR IF AN INDIVIDUAL IS INELIGIBLE FOR FINANCIAL ASSISTANCE. ROSH MAY AUTHORIZE THIRD PARTIES TO INITIATE ECAS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. ROSH, AND THIRD PARTIES ACTING ON ITS BEHALF, DO NOT ENGAGE IN ANY OTHER ECAS DEFINED WITHIN IRC 501(R)(6). ROSH WILL ENSURE REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER OR NOT AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS FAP AND WILL TAKE THE FOLLOWING ACTIONS AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: 1) THE PATIENT WILL BE PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS; - IDENTIFIES THE ECA(S) THAT ROSH INTENDS TO INITIATE TO OBTAIN PAYMENT; - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. 2) THE PATIENT HAS RECEIVED A COPY OF THE PLS WITH THIS WRITTEN NOTIFICATION; AND 3) REASONABLE EFFORTS HAVE BEEN MADE TO ORALLY NOTIFY THE INDIVIDUAL ABOUT THE FAP AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS. ROSH, AND THIRD-PARTY VENDORS ACTING ON THEIR BEHALF, WILL ACCEPT AND PROCESS ALL APPLICATIONS FOR FINANCIAL ASSISTANCE AVAILABLE UNDER THIS POLICY SUBMITTED DURING THE APPLICATION PERIOD. ROSH WILL NOT PURSUE ANY COLLECTION ACTIONS AGAINST ANYONE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS POLICY, AND WILL NOT PURSUE EXTRAORDINARY COLLECTION ACTIONS AGAINST ANY INDIVIDUAL WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE IF THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE. THE VICE PRESIDENT OF FINANCE WILL DETERMINE IF REASONABLE EFFORTS HAVE BEEN MADE. PHYCARE - FACILITY REPORTING GROUP C ==================================== IF A BILL IS OUTSTANDING 120 DAYS OR MORE, PCSH MAY SEND THE ACCOUNT TO A COLLECTION AGENCY TO BE COLLECTED. WHILE IN COLLECTIONS, AN APPLICATION FOR FINANCIAL ASSISTANCE WILL BE ACCEPTED AT ANY TIME. ONCE AN APPLICATION IS RECEIVED, COLLECTIONS WILL BE PLACED ON HOLD AND THE PROCEDURES REGARDING INCOMPLETE APPLICATIONS AND DENIALS. PCSH WILL NOT PURSUE ANY COLLECTION ACTIONS AGAINST ANYONE ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER THIS POLICY AND WILL NOT PURSUE EXTRAORDINARY COLLECTION ACTIONS AGAINST ANY INDIVIDUAL WITHOUT FIRST MAKING REASONABLE EFFORTS TO DETERMINE IF THE PATIENT IS ELIGIBLE FOR FINANCIAL ASSISTANCE. THE VICE PRESIDENT OF FINANCE WILL DETERMINE IF REASONABLE EFFORTS HAVE BEEN MADE. SCHEDULE H, PART VI; QUESTION 2 IN AN EFFORT TO BETTER ASSESS THE HEALTHCARE NEEDS OF THE COMMUNITIES IT SERVES, JEFFERSON HEALTH PARTICIPATES IN THE COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH ("COACH") PROJECT. THIS PROJECT IS COORDINATED BY THE HEALTHCARE IMPROVEMENT FOUNDATION, IN PARTNERSHIP WITH THE HOSPITAL AND HEALTH SYSTEM OF PENNSYLVANIA AND THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES (REGION 3). COACH SEEKS TO DEMONSTRATE THE POTENTIAL FOR SIGNIFICANT POPULATION HEALTH IMPACT THROUGH COORDINATED, COLLECTIVE ACTION TO ESTABLISH EFFECTIVE SYSTEMS FOR ADDRESSING THE SOCIAL DETERMINANTS OF HEALTH. DURING FY19 AND FY20, HCIF AND THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH LED A REGIONAL COLLABORATIVE EFFORT THROUGH COACH TO CONDUCT THE COMMUNITY HEALTH NEEDS ASSESSMENT. EIGHTEEN HOSPITALS PARTICIPATED IN THIS REGIONAL EFFORT. DURING FY19, FOOD INSECURITY CONTINUED TO BE COACHS WORKING PRIORITY A NEW FOCUS TO INCREASE HEALTHCARE SYSTEM AND COMMUNITYS KNOWLEDGE AND ABILITY TO ADDRESS BEHAVIOR HEALTH WAS ADDED AS A COACH PRIORITY. THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH IS SPEARHEADING A REGIONAL TASKFORCE WITH JEFFERSON HEALTH, OTHER HEALTH SYSTEMS, AND COMMUNITY PARTNERS TO INITIATE A PLATFORM WHERE INFORMATION ABOUT REGIONAL RESOURCES CAN BE SHARED, REFERRALS CAN BE EASILY MADE BETWEEN HEALTHCARE AND COMMUNITY BASED ORGANIZATIONS, AND COMMUNICATION LOOPS THAT SHARE INFORMATION ABOUT THE IMPACT OF THE REFERRAL SYSTEM CAN BE SHARED BETWEEN HEALTHCARE AND COMMUNITY BASED ORGANIZATIONS TO ASSESS IMPACT. FOUR PRINCIPLES ARE GUIDING THE DEVELOPMENT OF A STRATEGY FOR LEVERAGING COMMUNITY BENEFIT PROGRAMS TO INCREASE THEIR INFLUENCE: DEFINING MUTUALLY AGREED-ON REGIONAL GEOGRAPHIC BOUNDARIES TO ALIGN BOTH COMMUNITY BENEFIT AND ACCOUNTABLE HEALTH COMMUNITY INITIATIVES, ENSURING THAT COMMUNITY BENEFIT ACTIVITIES USE EVIDENCE TO PRIORITIZE INTERVENTIONS, INCREASING THE SCALE AND EFFECTIVENESS OF COMMUNITY BENEFIT INVESTMENTS BY POOLING SOME RESOURCES, AND ESTABLISHING SHARED MEASUREMENT AND ACCOUNTABILITY FOR REGIONAL POPULATION HEALTH IMPROVEMENT. FOR THE 2019 CHNA, JEFFERSON JOINED REGIONAL EFFORTS IN CONDUCTING THE COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). AS A PARTNERING HOSPITAL IN COACH, TJUH JOINED THE CHNA STEERING COMMITTEE THAT WAS FACILITATED BY THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH) AND HEALTH CARE IMPROVEMENT FOUNDATION (HCIF). TOGETHER THE GROUP DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES, INCLUDING THE VOICE OF THE COMMUNITY, TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. IN ADDITION, TJUH CONDUCTED INTERNAL FOCUS GROUPS WITH EMPLOYEES LIVING IN TJUHS COMMUNITY BENEFIT AREAS, TO GAIN THEIR INPUT REGARDING HEALTH NEEDS IN THEIR NEIGHBORHOODS AND TO IDENTIFY COMMUNITY ASSETS, CURRENT EFFORTS, AND RESOURCES AVAILABLE TO ADDRESS THESE NEEDS. KEY STAFF IN VARIOUS TJUH DEPARTMENTS AND THE UNIVERSITY WERE ALSO INTERVIEWED TO FURTHER UNDERSTAND JEFFERSONS CURRENT AND PLANNED EFFORTS THAT BENEFIT THE COMMUNITY BY ADDRESSING HEALTH DISPARITIES, AND PROMOTING HEALTH EQUITY. TJUH ALSO REACHED OUT TO PARTNER COMMUNITY BASED ORGANIZATION TO GAIN THEIR PERSPECTIVE ABOUT SPECIFIC COMMUNITY HEALTH NEEDS IN TJUHS COMMUNITY BENEFITS AREA. AS PART OF ITS CHNA PROCESS, ONE OF THE INITIAL UNDERTAKINGS WAS TO CREATE A SECONDARY DATA PROFILE. THE SECONDARY DATA IS COMPRISED OF DATA OBTAINED FROM EXISTING RESOURCES AND INCLUDES DEMOGRAPHIC AND HOUSEHOLD STATISTICS, EDUCATION AND INCOME MEASURES, MORBIDITY AND MORTALITY RATES, AND HEALTH INDICATORS, AMONG OTHER DATA POINTS. THE DATA WAS GATHERED AND INTEGRATED INTO A GRAPHICAL REPORT TO PORTRAY THE CURRENT HEALTH AND SOCIO-ECONOMIC STATUS OF RESIDENTS IN ITS PRIMARY SERVICE AREAS. WE REVIEWED THE NATIONAL, STATE AND LOCAL HEALTH DATA AND REPORTS, PERTAINING TO HEALTH EQUITY AND ROOT CAUSES OF HEALTH DISPARITIES, AS WELL AS EVIDENCE-BASED PRACTICES TO ADDRESS COMMUNITY HEALTH NEEDS. THESE FOCUS GROUPS, INTERVIEWS AND REPORTS GUIDED THE DEVELOPMENT OF JEFFERSONS CHIP THAT LEVERAGES THE RESOURCES AND EXPERTISE OF JEFFERSON HOSPITALS, THE UNIVERSITY AND COMMUNITY PARTNERS. SCHEDULE H, PART VI; QUESTION 3 TJUH - FACILITY REPORTING GROUP A ================================== PATIENTS WHO QUALIFY FOR CHARITY CARE OR PARTIAL CHARITY CARE SHALL BE IDENTIFIED AS SOON AS POSSIBLE, EITHER BEFORE OR AFTER CARE IS PROVIDED. PATIENTS IDENTIFIED THROUGH THE REGISTRATION PROCESS, WHO APPEAR TO BE UNINSURED OR UNDERINSURED, AND, THOSE WHO INDICATE THEIR INABILITY TO PAY FOR MEDICALLY NECESSARY SERVICES ARE PROVIDED A PACKET OF INFORMATION THAT DESCRIBES THIS CHARITY CARE POLICY AND RELEVANT PROCEDURES, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE AND/OR, FINANCIAL COUNSELING, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4) TJUH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: 1) IN ORDER TO ALLOW TJUH TO PROPERLY DETERMINE CHARITY CARE OR PARTIAL CHARITY CARE ELIGIBILITY, DOCUMENTS PROVIDED TO PATIENTS BY TJUH SHALL BE TRANSLATED INTO NUMEROUS LANGUAGES, AND TRANSLATION ASSISTANCE TO COMPLETE NECESSARY FORMS IS AVAILABLE FOR THOSE PATIENTS WHO ARE NOT PROFICIENT IN READING, WRITING, OR SPEAKING ENGLISH. 2) THE FINANCIAL ASSISTANCE POLICY, A PLAN LANGUAGE SUMMARY ("PLS") OF THE POLICY AND AN APPLICATION CAN BE FOUND ON THE ORGANIZATIONS WEBSITE AT HTTP://HOSPITALS.JEFFERSON.EDU/PATIENTS-AND-VISITORS/PATIENTPOLICIES/FINAN CIAL-ASSISTANCE/ 3) PAPER COPIES OF THE FAP, APPLICATION FORM, AND PLS AVAILABLE UPON REQUEST AND WITHOUT CHARGE, BY MAIL AND IN PUBLIC LOCATIONS OF THE FACILITY. 4) PAPER COPIES OF THE PLS WILL BE DISTRIBUTED AS PART OF THE INTAKE OR DISCHARGE PROCESS WITH RESPECT TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. ADDITIONALLY, SIGNS OR DISPLAYS ARE CONSPICUOUSLY POSTED IN PUBLIC MEDICAL CENTER LOCATIONS INCLUDING ADMISSIONS/REGISTRATION AREAS AND THE EMERGENCY DEPARTMENT, THAT NOTIFY AND INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. ROSH - FACILITY REPORTING GROUP B ================================= IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4)ROSH INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: THE FAP, APPLICATION AND PLS ARE ALL AVAILABLE ON-LINE AT THE FOLLOWING WEBSITE: HTTPS://ROTHMANORTHOHOSPITAL.COM/FOR-PATIENTS/FINANCIAL-ASSISTANCE PAPER COPIES OF THE FAP, APPLICATION AND THE PLS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE AT THE REGISTRATION DESKS AND WITHIN THE BILLING OFFICE LOCATED AT 3300 TILLMAN DRIVE BENSALEM, PA 19020. ALL PATIENTS OF ROSH WILL BE OFFERED A COPY OF THE PLS AS PART OF THE INTAKE PROCESS. SIGNS OR DISPLAYS INFORMING PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE WILL BE CONSPICUOUSLY POSTED IN PUBLIC LOCATIONS INCLUDING PATIENT REGISTRATION CHECK-IN AREAS. ROSH WILL MAKE REASONABLE EFFORTS TO INFORM MEMBERS OF THE COMMUNITY ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. ROSHS FAP, APPLICATION AND PLS ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTE THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE COMMUNITY SERVED WITHIN THE ORGANIZATIONS PRIMARY SERVICE AREA. ADDITIONALLY, BILLING STATEMENTS WILL INCLUDE INFORMATION ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE, AS WELL AS CONTACT INFORMATION FOR INDIVIDUALS WHO BELIEVE THEY MAY QUALIFY. PHYCARE - FACILITY REPORTING GROUP C ==================================== IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4)PHYCARE INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING VARIOUS DOCUMENTS. THESE DOCUMENTS ARE WIDELY PUBLICIZED IN THE FOLLOWING WAYS: THE FAP, APPLICATION AND PLS ARE ALL AVAILABLE ON-LINE AT THE FOLLOWING WEBSITE: HTTPS://WWW.PHYCAREHOSPITAL.COM/FINANCIAL-ASSISTANCE.HTML PAPER COPIES OF THE FAP, APPLICATION AND THE PLS ARE AVAILABLE UPON REQUEST WITHOUT CHARGE BY MAIL AND ARE AVAILABLE AT THE HOSPITAL FACILITY. THIS POLICY SHALL BE PUBLICIZED THROUGH SIGNAGE AT THE HOSPITAL. ADDITIONALLY, PATIENTS SHALL RECEIVE (1) A PLAIN LANGUAGE SUMMARY THAT DESCRIBES THE FINANCIAL ASSISTANCE POLICY AND RELEVANT PROCEDURES, INCLUDING AN APPLICATION FOR FINANCIAL ASSISTANCE AND (2) ASSISTANCE WITH UNDERSTANDING THE FINANCIAL ASSISTANCE POLICY AND COMPLETION OF THE RELATED FORMS. SCHEDULE H, PART VI; QUESTION 4 PHILADELPHIA, THE SIXTH LARGEST CITY IN THE UNITED STATES, IS A DIVERSE CITY WITH MORE THAN 1.58 MILLION RESIDENTS IN 48 ZIP CODES. JEFFERSON HEALTH CENTER CITY DEFINES ITS COMMUNITY BENEFIT AREA AS THE GEOGRAPHIC AREA WITHIN PHILADELPHIA THAT ENCOMPASSES 18 ZIP CODES IN NORTH PHILADELPHIA-EAST, NORTH PHILADELPHIA-WEST, RIVER WARDS, CENTER CITY, SOUTH PHILADELPHIA-EAST, AND SOUTH PHILADELPHIA-WEST. THESE ZIP CODES ARE THE MOST GEOGRAPHICALLY PROXIMATE TO TJUH, JHN AND JMH CAMPUSES. THE FOCUS WITHIN THESE ZIP CODES IS ON COMMUNITIES WITH A POVERTY RATE >20% AND WHERE HEALTH DISPARITIES ARE MORE PREVALENT. THESE AREAS REPRESENT A TOTAL POPULATION OF 592,693; MORE THAN ONE-THIRD OF ALL PHILADELPHIA RESIDENTS. - NORTH PHILADELPHIA (19121, 19122, 19132, 19133, 19140) - RIVER WARDS (19124, 19125, 19134) - CENTER CITY (19102, 19103, 19106, 19107, 19123, 19130) - SOUTH PHILADELPHIA (19145, 19146, 19147, 19148) TJUH-CENTER CITY COMMUNITY BENEFIT AREA DEMOGRAPHICS ==================================================== RACE/ETHNICITY -------------- PHILADELPHIA IS RACIALLY AND ETHNICALLY DIVERSE: 35% NON-HISPANIC WHITE, 41% NON-HISPANIC AFRICAN AMERICAN, 14% HISPANIC OR LATINO, AND 7% NON-HISPANIC ASIAN. IN JEFFERSONS HEALTHS CBA OVERALL, 37% OF THE POPULATION IS NON-HISPANIC WHITE, 31% NON-HISPANIC AFRICAN AMERICAN, 22% HISPANIC OR LATINO, AND 8% NON-HISPANIC ASIAN. WITHIN JEFFERSONS CBA THERE IS GREAT DIVERSITY AMONG ITS NEIGHBORHOODS. - THE WHITE POPULATION RANGES FROM ALMOST 68% IN CENTER CITY TO ONLY 9.4% IN NORTH PHILADELPHIA WEST - THE BLACK POPULATION RANGES FROM ONLY 11.2% IN CENTER CITY TO ALMOST 90% IN NORTH PHILADELPHIA WEST - THE HISPANIC/LATINO POPULATION ACCOUNTS FOR 44% OF INDIVIDUALS IN NORTH PHILADELPHIA EAST TO ONLY 4.6% IN SOUTH PHILADELPHIA WEST - THE ASIAN POPULATION RANGES FROM ONLY 3.7% IN THE RIVERWARDS TO 17.6% IN SOUTH PHILADELPHIA EAST. THE ASIAN COMMUNITY IN CENTER CITY IS PREDOMINANTLY OF CHINESE DESCENT, WHILE SOUTH PHILADELPHIA RESIDENTS INCLUDE IMMIGRANTS FROM VIETNAM AND REFUGEES FROM CAMBODIA (THE LARGEST POPULATION OF ASIAN RESIDENTS AS WELL AS NEWLY RESETTLED REFUGEES FROM BURMA, NEPAL, AND BHUTAN). THE MAJORITY OF HISPANICS IN THE PHILADELPHIA AREA ARE FROM PUERTO RICO AND LIVE PREDOMINANTLY IN NORTH PHILADELPHIA EAST; THE REMAINING HISPANIC POPULATION ARE FROM MEXICO LATIN AMERICA, THE CARIBBEAN, CENTRAL AMERICA, AND SOUTH AMERICA. SOUTH PHILADELPHIA EAST IS HOME TO A GROWING IMMIGRANT POPULATION FROM MEXICO. ALTHOUGH THEY SHARE A COMMON LANGUAGE, EACH HISPANIC COMMUNITY IS CULTURALLY UNIQUE, AND INTERNALLY DIVERSE BY GENDER, GENERATION, CLASS, AND RACE. AGE --- IN PHILADELPHIA 21% OF RESIDENTS ARE UNDER AGE 18, 45% OF RESIDENTS ARE AGES 18-44, 22% FALL BETWEEN 45 AND 64 YEARS OLD AND 11% ARE AGED 65 OR OLDER. YOUNG ADULTS AGED 20-34 REPRESENT THE LARGEST PROPORTION OF THE POPULATION. LOWER NORTH PHILADELPHIA HAS MORE YOUTH AGES 0-17 THAN THE REST OF PHILADELPHIA AND TJUHS CBA AREA. CENTER CITY HAS A HIGHER PERCENTAGE OF ADULTS AGED 18-44 THAN PHILADELPHIA AND IS MORE LIKELY THAN OTHER TJUH CBA AREAS TO HAVE ADULTS OVER AGE 65+. EDUCATION --------- CHILDREN WHO ARE NOT AT A PROFICIENT READING LEVEL BY FOURTH GRADE ARE AT RISK OF REPEATING A GRADE AND ALSO FACE EDUCATIONAL CHALLENGES INCLUDING RISK FOR DROPPING OUT OF SCHOOL. ONLY 31 PERCENT OF PHILADELPHIAS PUBLIC SCHOOL FOURTH-GRADERS SCORED PROFICIENT OR ABOVE ON TESTS OF READING DURING THE 2018 SCHOOL YEAR. IMPROVING ON-TIME HIGH SCHOOL GRADUATION RATES HAS BEEN A MAJOR FOCUS OF THE CITY. STUDENTS WHO GRADUATE WITHIN FOUR YEARS OF BEGINNING HIGH SCHOOL ARE LESS LIKELY TO BE INCARCERATED OR UNEMPLOYED AND HAVE BETTER HEALTH AND ECONOMIC OUTCOMES LATER IN LIFE. IMPROVING HIGH SCHOOL GRADUATION AND EDUCATIONAL ATTAINMENT RATES CAN HELP REDUCE HEALTH INEQUITIES, ESPECIALLY AMONG RACIAL/ETHNIC MINORITY POPULATIONS. WHILE ON-TIME GRADUATION HAS STEADILY IMPROVED SINCE 2005 (52% COMPARED TO 62.8% IN 2017-2018), PHILADELPHIA STUDENTS REMAIN WELL BELOW THE STATE ON-TIME HIGH SCHOOL GRADUATION RATE OF 85%. NON-HISPANIC BLACK/AFRICAN-AMERICAN STUDENTS AND HISPANIC STUDENTS HAD LOWER ON-TIME GRADUATION RATES. THE LEVEL OF EDUCATION AMONG RESIDENTS IN TJUHS CBA VARIES GREATLY. OVERALL, 37.7% OF ADULTS AGED 25 OR OLDER IN PHILADELPHIA HAVE A HIGH SCHOOL EDUCATION (29.8%) OR LESS (7.9%). IN JEFFERSONS CBA INDIVIDUALS WITH A HIGH SCHOOL EDUCATION OR LESS RANGES FROM 10.8% IN CENTER CITY TO 55.6% IN LOWER NORTH WEST AND 61.1% IN LOWER NORTH EAST. RESIDENTS LIVING IN CENTER CITY AND SOUTH PHILADELPHIA ARE MORE LIKELY TO HAVE COLLEGE DEGREES OR HIGHER (67.7% AND 48% RESPECTIVELY) COMPARED TO PHILADELPHIA (39%). ONLY 20-26% OF RESIDENTS IN NORTH PHILADELPHIA EASE, NORTH PHILADELPHIA WEST AND THE RIVERWARDS HAVE COLLEGE DEGREES OR HIGHER. POVERTY ------- PHILADELPHIA IS THE POOREST OF THE TEN LARGEST CITIES IN THE UNITED STATES. OVERALL, 43% OF ALL PHILADELPHIA RESIDENTS LIVE BELOW THE 200% OF POVERTY RATE AND 25.8% OF PHILADELPHIANS LIVE BELOW 100% POVERTY. FF THOSE IN POVERTY 8.3% EARN LESS THAN 50% OF THE POVERTY RATE (DEEP POVERTY). AMONG TJUH'S CBA NEIGHBORHOODS, POVERTY RATES RANGE FROM 15.3% IN CENTER CITY TO 47.1% IN NORTH PHILADELPHIA EAST. THE RIVERWARDS (34%), LOWER NORTH WEST (45.5%) AND LOWER NORTH EAST (47.1%) ALL HAVE POVERTY RATES THAT EXCEED THE RATE IN PHILADELPHIA. THE FEDERAL POVERTY LEVEL WAS $25,701 IN 2018 FOR A FAMILY OF FOUR. IN 2018, 34.6 PERCENT OF CHILDREN IN PHILADELPHIA UNDER THE AGE OF 18 (119,055 CHILDREN) LIVED IN POVERTY, ABOUT TWICE THE STATE AND NATIONAL AVERAGE. THE DISTRIBUTION OF POVERTY AMONG CHILDREN IN PHILADELPHIA IS CONCENTRATED AMONG RACIAL AND ETHNIC MINORITIES. ALMOST 50 PERCENT OF HISPANIC CHILDREN LIVE IN POVERTY AND 38 PERCENT OF NON-HISPANIC BLACK CHILDREN LIVE IN POVERTY. DATA FROM THE PUBLIC HEALTH MANAGEMENT CORPORATION'S 2018 HOUSEHOLD HEALTH SURVEY APPEARS TO INDICATE THAT DEEP POVERTY IN PHILADELPHIA MAY BE DECREASING (12.3% IN 2012 TO 8.3% IN 2018). THIS ALSO APPEARS TO HOLD FOR THE PERCENTAGE OF RESIDENTS LIVING AT OR BELOW 100% OF THE FEDERAL POVERTY LEVEL IN PHILADELPHIA (26.3% IN 2012 TO 25.8% IN 2018). COMMUNITY NEED INDEX -------------------- THE COMMUNITY NEED INDEX (CNI) COMBINES MULTIPLE SOCIAL DETERMINANTS OF HEALTH INTO A SINGLE SCORE THAT RANGES FROM 1 TO 5. HIGHER SCORES INDICATE GREATER NEED AND GREATER LIKELIHOOD OF HOSPITALIZATION. THE CNI FOR PHILADELPHIA IS 4.0. IN TJUHS CBA THE CNI RANGES FROM 3.0 IN CENTER CITY TO 4.7 IN NORTH PHILADELPHIA EAST, NORTH PHILADELPHIA WEST AND THE RIVERWARDS. EXCESSIVE HOUSING COSTS ----------------------- EXCESSIVE HOUSING COSTS IS DEFINED AS SPENDING MORE THAN 30 PERCENT OF ONES MONTHLY INCOME ON HOUSING COSTS, INCLUDING RENT, UTILITIES, AND MORTGAGE COSTS. ALMOST 39% OF ALL PHILADELPHIA RESIDENTS FACE EXCESSIVE HOUSING COSTS COMPARED TO 31% NATIONALLY. IN TJUHS CBA, EXCESSIVE HOUSING COSTS IN NORTH PHILADELPHIA EAST (41.8%), NORTH PHILADELPHIA WEST (41.3%) AND THE RIVERWARDS (42.7%) EXCEED THIS RATE. FOOD INSECURITY --------------- NINETEEN PERCENT OF PHILADELPHIANS ARE FOOD INSECURE. THESE RATES ARE EVEN HIGHER IN NORTH PHILADELPHIA EAST (27.9%), SOUTH PHILADELPHIA EAST (21.5%) AND SOUTH PHILADELPHIA WEST (20.2%). 24.5% OF PEOPLE IN PHILADELPHIA RECEIVE FOOD ASSISTANCE. WHILE ONLY 6.7% OF CENTER CITY RESIDENTS RECEIVE FOOD ASSISTANCE, RESIDENTS IN OTHER TJUH CBA EXCEED THE OVERALL RATE IN PHILADELPHIA (43% IN NORTH PHILADELPHIA EAST, 37.2% IN NORTH PHILADELPHIA WEST, 37% IN THE RIVERWARDS). DESPITE HIGHER FOOD INSECURITY RATES IN SOUTH PHILADELPHIA, THESE NEIGHBORHOODS ARE LESS LIKELY TO RECEIVE FOOD ASSISTANCE (17.2% IN SOUTH PHILADELPHIA EAST AND 21.4% IN SOUTH PHILADELPHIA WEST), WHICH MAY REFLECT THAT THESE NEIGHBORHOODS ALSO HAVE HIGHER POPULATIONS OF IMMIGRANTS AND REFUGEES. SPEAK ENGLISH LESS THAN "VERY WELL" ----------------------------------- THIRTEEN PERCENT OF PEOPLE IN PHILADELPHIA WERE BORN OUTSIDE THE UNITED STATES. 10.6% OF PHILADELPHIANS SPEAK ENGLISH LESS THAN "VERY WELL". IN TJUHS CBA, THE RATE OF SPEAK ENGLISH LESS THAN VERY WELL ARE NORTH PHILADELPHIA EAST (17.5%), RIVERWARDS (16.1%) AND SOUTH PHILADELPHIA EAST (17.3%). HEALTH INSURANCE ---------------- FOURTEEN PERCENT OF ADULTS AGED 18-64 ARE UNINSURED IN PHILADELPHIA, A 6% IMPROVEMENT COMPARED TO 2012. IN TJUHS CBA THIS RATE RANGES FROM 5% IN CENTER CITY TO ALMOST 19 PERCENT IN OTHER NEIGHBORHOODS (18.97% NORTH PHILADELPHIA EAST; 15.98 IN NORTH PHILADELPHIA WEST; 18% IN RIVERWARDS; AND 18.75% IN SOUTH PHILADELPHIA EAST). THE RATE OF UNINSURED CHILDREN IN PHILADELPHIA (4.2 %) HAS DECREASED SLIGHTLY SINCE 2012 (4.6%). SCHEDULE H, PART VI; QUESTION 5 THE ORGANIZATION DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. OUR INSTITUTION IS BOTH INSPIRED BY AND COMMITTED TO RENEWING THE HEALTH AND PROSPERITY OF OUR AREA NEIGHBORHOODS. TJUH'S COMMUNITY BUILDING ACTIVITIES ARE FOCUSED ON PROVIDING OPPORTUNITIES FOR YOUTH TO EXPLORE CAREERS IN HEALTHCARE THROUGH HEALTH AWARENESS EDUCATION, MENTORING, AND INTERNSHIPS. ADDITIONALLY, JEFFERSON STAFF PLAY LEADERSHIP ROLES IN THE COMMUNITY BUILDING ORGANIZATIONS SUCH AS THOSE DEVOTED TO ASSISTING OLDER ADULTS AND CREATING CAREER OPPORTUNITIES FOR YOUTH. THE HOSPITAL ALSO DONATES FUNDS TO MANY ORGANIZATIONS THAT PROVIDE SOCIAL AND COMMUNITY ENHANCEMENT SERVICES IN OUR TARGET COMMUNITIES. CENTER FOR URBAN HEALTH ----------------------- IN 1998 JEFFERSON OPENED THE CENTER FOR URBAN HEALTH, WHICH HAS WORKED TO IMPROVE THE WELL-BEING OF PHILADELPHIA CITIZENS BY MARSHALLING THE RESOURCES OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, THOMAS JEFFERSON UNIVERSITY AND ITS DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE, AND PARTNERING WITH COMMUNITY ORGANIZATIONS AND NEIGHBORHOODS. THE CENTER'S GOAL IS TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS AND TARGETED COMMUNITIES/NEIGHBORHOODS THROUGH A MULTIFACETED INITIATIVE, THE ARCHES PROJECT, WHICH FOCUSES ON SIX DOMAINS/THEMES: - ACCESS AND ADVOCACY; - RESEARCH, EVALUATION, AND OUTCOMES MEASUREMENT; - COMMUNITY PARTNERSHIPS AND OUTREACH; - HEALTH EDUCATION, SCREENING AND PREVENTION PROGRAMS; - EDUCATION HEALTH PROFESSIONS STUDENTS AND PROVIDERS; AND - SERVICE DELIVERY SYSTEMS INNOVATION. TJUH'S PARTNERS CONSIST OF SCHOOLS, HOMELESS SHELTERS, SENIOR CENTERS, FAITH-BASED COMMUNITIES AND OTHER BROAD-BASED EFFORTS THAT RECOGNIZE NEIGHBORHOOD ECONOMIC, SOCIAL AND PHYSICAL ENVIRONMENTS AS UNDERLYING DETERMINANTS OF HEALTH AND DISEASE. IN ADDITION, TJUH UNDERTAKES MORE EXTENSIVE ASSESSMENTS IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS TO CREATE PROGRAMS THAT REFLECT COMMUNITY NEED, VOICE AND CULTURE. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT FOR ADDITIONAL INFORMATION ON PROMOTION OF COMMUNITY HEALTH. SCHEDULE H, PART VI; QUESTION 6 THE ORGANIZATION IS AN AFFILIATE WITHIN 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. TJUH SYSTEM, ABINGTON HEALTH, ARIA HEALTH, KENNEDY HEALTH SYSTEM AND MAGEE REHABILITATION HOSPITAL ARE INTEGRATED HEALTHCARE ORGANIZATIONS THAT PROVIDE INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES THROUGH ACUTE CARE, AMBULATORY CARE, PHYSICIAN AND OTHER PRIMARY CARE SERVICES FOR THE RESIDENTS OF SOUTHERN NEW JERSEY AND THE GREATER PHILADELPHIA REGION. TJU IS THE SOLE CORPORATE MEMBER OF THESE ORGANIZATIONS. OUTLINED BELOW IS A SUMMARY OF THE ENTITIES WHICH COMPRISE THE SYSTEM: NOT-FOR-PROFIT HEALTH SYSTEM ENTITIES ===================================== THOMAS JEFFERSON UNIVERSITY --------------------------- THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(1). TJU IS THE PARENT COMPANY THAT FINANCIALLY AND CORPORATELY INTEGRATES THOMAS JEFFERSON UNIVERSITY AMONG ITS SUBSIDIARY ENTITIES. 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. TJUS EDUCATIONAL PROGRAMS ARE FULLY ACCREDITED AND IT EDUCATES OVER 4,000 STUDENTS ANNUALLY. TJUH SYSTEM, INC. ----------------- TJUH SYSTEM, INC. ("TJUHS") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). TJUHS IS THE HOLDING COMPANY TO PROVIDE OVERALL PLANNING, MANAGEMENT AND SUPPORT SERVICES FOR ALL OTHER HOSPITAL ENTERPRISE ORGANIZATIONS. THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ------------------------------------------- JEFFERSON HEALTH IS THE CLINICAL ARM OF THE ORGANIZATION. IT INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL (COLLECTIVELY REFERRED TO AS TJUH). TJUH PROMOTES THE HEALTH OF THE COMMUNITIES IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY, AND DELAWARE PRIMARILY BY PROVIDING HOSPITAL, SUB-ACUTE, OUTPATIENT, AND PHYSICIAN SERVICES AND BY PROVIDING FACILITIES IN WHICH STUDENTS, PHYSICIANS, NURSES, AND OTHER HEALTHCARE PROFESSIONALS ARE TRAINED IN A CLINICAL SETTING. TJUH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, TJUH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. TJUH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. EMERGENCY TRANSPORT ASSOCIATES, INC. ------------------------------------ EMERGENCY TRANSPORT ASSOCIATES, INC. ("ETA") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). ETA SEEKS TO PROVIDE HIGH QUALITY AIR AND GROUND MEDICAL TRANSPORTATION SERVICES TO PATIENTS WHO ARE ADMITTED TO OR DISCHARGED FROM JEFFERSON FACILITIES. JEFFEX, INC. ------------ JEFFEX, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JEFFEX, INC. IS A HOLDING COMPANY PROVIDING PLANNING, MANAGEMENT AND OVERSIGHT FOR CERTAIN NON-ACUTE CARE, NON-PROFIT SUBSIDIARY ORGANIZATIONS. JEFFERSON PHYSICIAN SERVICES ---------------------------- JEFFERSON PHYSICIAN SERVICES IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JEFFERSON PHYSICIAN SERVICES PROVIDES SUPPORT TO VARIOUS RELATED THOMAS JEFFERSON INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATIONS. JEFFERSON MEDICAL CARE ---------------------- JEFFERSON MEDICAL CARE ("JMC") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JMC PROVIDES PHYSICIAN SERVICES IN THE AREAS OF FAMILY MEDICINE, ORAL SURGERY AND INTEGRATIVE MEDICINE. JEFFERSON UNIVERSITY PHYSICIANS ------------------------------- JEFFERSON UNIVERSITY PHYSICIANS ("JUP") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JUP IS CHARGED IN SUPPORTING THE MEDICAL CARE, EDUCATION AND RESEARCH OF TJU, SKMC AND TJUHS. JEFFERSON UNIVERSITY PHYSICIANS OF NEW JERSEY, P.C. --------------------------------------------------- JEFFERSON UNIVERSITY PHYSICIANS OF NJ, P.C. ("JUPNJ") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). JUPNJ IS CHARGED IN SUPPORTING THE MEDICAL CARE, EDUCATION AND RESEARCH OF TJU, SKMC AND TJUHS. METHODIST ASSOCIATES IN HEALTHCARE, INC. ---------------------------------------- METHODIST ASSOCIATES IN HEALTHCARE, INC. IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). METHODIST ASSOCIATES IN HEALTHCARE, INC. PROVIDES PROFESSIONAL SERVICES. METHODIST ASSOCIATES IN HEALTHCARE OF NEW JERSEY, P.C. ------------------------------------------------------ METHODIST ASSOCIATES IN HEALTHCARE OF NEW JERSEY, P.C. ("MAHCNJ") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A NON-PRIVATE FOUNDATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(2). MAHCNJ IS A PROFESSIONAL CORPORATION WHOSE STOCK IS NOMINALLY OWNED BY AN EMPLOYED PHYSICIAN OF TJUHS. SUTHBREIT PROPERTIES, LTD. -------------------------- SUTHBREIT PROPERTIES, LTD. ("SP") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(2). SP ACTS AS A REAL ESTATE HOLDING COMPANY FOR VARIOUS PROPERTIES. WALNUT HOME THERAPEUTICS, INC. ------------------------------ WALNUT HOME THERAPEUTICS, INC. ("WHT") IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(2). WHT PROVIDES MEDICATIONS IN THE HOME TO ASSIST IN TRANSITIONING PATIENTS FROM A HOSPITAL OF SKILLED FACILITY TO INDEPENDENT LIVING, PRIMARILY THROUGH INTRAVENOUS DRUG DELIVERY METHODOLOGIES, IN SUPPORT OF TJUH AND OTHER PHILADELPHIA AREA HOSPITALS, AND SERVES AS A SPECIALTY PHARMACY THAT PROVIDES A UNIQUE SERVICE TO CLINICALLY COMPLEX PATIENTS. SPECIALTY MEDICATIONS ARE TYPICALLY BIOTECHNOLOGY-DERIVED MEDICATIONS THAT TREAT RARE AND CHRONIC CONDITIONS. ABINGTON HEALTH --------------- ABINGTON HEALTH ("AH") IS A NOT FOR PROFIT HOLDING COMPANY BASED IN ABINGTON, PENNSYLVANIA. AH IS THE SOLE CORPORATE MEMBER OF A NUMBER OF NOT FOR-PROFIT ENTITIES AS OUTLINED HEREIN. AS THE PARENT ORGANIZATION OF A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, AH STRIVES TO CONTINUALLY DEVELOP AND OPERATE AN INTEGRATED HEALTHCARE DELIVERY SYSTEM WHICH PROVIDES A COMPREHENSIVE SPECTRUM OF MEDICALLY NECESSARY HEALTHCARE SERVICES TO THE RESIDENTS OF PENNSYLVANIA COUNTIES INCLUDING EASTERN MONTGOMERY, PORTIONS OF BUCKS AND PHILADELPHIA COUNTIES, PENNSYLVANIA. AH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). ABINGTON MEMORIAL HOSPITAL -------------------------- ABINGTON MEMORIAL HOSPITAL ("AMH") IS A 665-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN ABINGTON, MONTGOMERY COUNTY, PENNSYLVANIA. AMH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, AMH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, RELIGION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILIT SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA AND NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH EITHER PENNSYLVANIA OR NEW JERSEY. true ANTHONY PARTY RENTALS 935 EAST MAIN STREET NORRISTOWN PA 19401 231685662 10254 SUB-GRANTEE ARAMARK 24863 NETWORK PLACE CHICAGO IL 60673 953082883 384419 SUB-GRANTEE ARUP LABORATORIES PO BOX 27964 SALT LAKE CITY UT 84127 870403206 19280 SUB-GRANTEE ATLANTIC DIAGNOSTIC LABORATORIES 3520 PROGRESS DRIVE BENSALEM PA 19020 262151519 34211 SUB-GRANTEE BLOOD CENTER OF WISCONSIN PO BOX 78961 MILWAUKEE WI 53278 390807235 501(C)(3) 45273 SUB-GRANTEE EUROFINS VIRACOR INC 2695 MOMENTUM PLACE CHICAGO IL 60689 270218809 19686 SUB-GRANTEE QUEST DIAGNOSTICS INCORPORATED ONE MALCOLM AVENUE TETERBORO NJ 07608 521604494 1595316 SUB-GRANTEE SOUTHEAST ASIAN MUTUAL ASSISTANCE ASSOC 1711 S BROAD STREET PHILADELPHIA PA 19148 222541120 501(C)(3) 20000 SUB-GRANTEE VERSITI INC 638 N 18TH STREET MILWAUKEE WI 53233 454675354 501(C)(3) 29509 SUB-GRANTEE 3 6 EMPLOYEE SCHOLARSHIPS 222 454160 SCHEDULE I, PART I; QUESTION 2 GRANTS ARE MONITORED BY THE SYSTEM'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X true true X X X X true true false false false false false true false RODNEY BELL MD TRUSTEE - PRES MEDICAL STAFF 0 348513 0 17838 0 15808 0 44706 0 17006 0 443871 0 0 ANTHONY J DIMARINO JR MD TRUSTEE 0 597765 0 22867 0 11087 0 59611 0 19620 0 710950 0 0 MARY ANN FITZPATRICK TRUSTEE - SVP/CNO 317939 0 74829 0 24727 0 35917 0 16229 0 469641 0 0 0 STEPHEN K KLASKO MD MBA TRUSTEE-PRES/CEO TJU&JEFF HLTH 0 1488192 0 1000000 0 2879006 0 2106886 0 19159 0 7493243 0 2300815 WARREN MATTHEWS MD TRUSTEE 0 276949 0 9339 0 19796 0 82951 0 13143 0 402178 0 0 LAURENCE M MERLIS TRUSTEE 0 1001877 0 525370 0 273303 0 631752 0 17061 0 2449363 0 197279 BRUCE A MEYER MD MBA TRUSTEE - PRESIDENT JH 0 1240327 0 441406 0 117473 0 734638 0 24843 0 2558687 0 0 EDMUND PRIBITKIN MD TRUSTEE-CHIEF MEDICAL OFFICER 0 756732 0 227109 0 70264 0 110474 0 25739 0 1190318 0 0 VIJAY M RAO MD FACR TRUSTEE 0 574982 0 108016 0 80428 0 62750 0 10039 0 836215 0 531 MARK L TYKOCINSKI MD TRUSTEE 0 816292 0 280500 0 215920 0 256478 0 19011 0 1588201 0 4838 RICHARD J WEBSTER RN MSN TRUSTEE - PRESIDENT TJUH 630111 0 170950 0 120900 0 89226 0 9809 0 1020996 0 50844 0 CHARLES J YEO MD FACS TRUSTEE 0 1004186 0 106010 0 48722 0 63250 0 23811 0 1245979 0 15744 CRISTINA G CAVALIERI ESQ SECRETARY 0 665288 0 212520 0 160893 0 265362 0 16411 0 1320474 0 2389 PETER L DEANGELIS JR TREASURER 0 933171 0 336090 0 71024 0 422811 0 16317 0 1779413 0 0 ANDREA KAHN KOTHMAN ESQ ASSISTANT SECRETARY 0 299784 0 88539 0 16943 0 35750 0 22850 0 463866 0 0 ANDREW NATHANS ASSISTANT TREASURER 273528 0 58300 0 14446 0 38170 0 21948 0 406392 0 0 0 NEIL G LUBARSKY CPA CGMA SVP, FINANCE/CFO - TJUH 459255 0 134420 0 61451 0 60075 0 9154 0 724355 0 25592 0 JAMES E ROBINSON SVP/CAO-METHODIST(TERM 12/18) 141179 0 70659 0 219430 0 20277 0 17404 0 468949 0 0 0 BRIAN SWEENEY RN MBA FACHE CHIEF OPERATING OFFICER TJUH 368526 0 93250 0 20210 0 33063 0 16551 0 531600 0 0 0 STEPHEN K SIGWORTH MD MSH INTERNIST 559947 0 166547 0 21122 0 76081 0 7883 0 831580 0 0 0 RICHARD KWEI SVP,PAYER STRATEGY&NTWK PERF. 406527 0 83927 0 27185 0 46511 0 18665 0 582815 0 4511 0 SHARON M GALUP SVP, PAYER STRATEGY & CONTRACT 378749 0 101601 0 33322 0 44433 0 7637 0 565742 0 0 0 DEBRA W TAYLOR VP, PAYER RELATIONS & CONTRACT 168721 0 89130 0 186804 0 30828 0 23115 0 498598 0 6301 0 PAMELA KOLB VP, CLINICAL & SUPPORT SVCS 310392 0 74582 0 27063 0 35741 0 18228 0 466006 0 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2018 FORMS W-2. SCHEDULE J, PART I; QUESTION 1 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 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: RICHARD J. WEBSTER, RN, MSN AND SHARON M. GALUP. 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: JAMES E. ROBINSON, $145,718 AND DEBRA W. TAYLOR, $82,875. 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: LAURENCE M. MERLIS, $197,279; VIJAY M. RAO, M.D., $588; MARK L. TYKOCINSKI, M.D., $121,692; RICHARD J. WEBSTER, RN, MSN, $72,498; CHARLES J. YEO, M.D., FACS, $15,744; CRISTINA G. CAVALIERI, ESQ., $82,915; NEIL G. LUBARSKY, CPA, CGMA, $35,427; JAMES E. ROBINSON, $20,025; RICHARD KWEI, $6,363; DEBRA W. TAYLOR, $58,904 AND PAMELA KOLB, $2,536. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS, AS THIS AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HIS 2018 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $2,786,480. 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; LAURENCE M. MERLIS, $138,060; BRUCE A. MEYER, M.D., MBA, $276,633; EDMUND PRIBITKIN, M.D., $74,724; RICHARD J. WEBSTER, RN, MSN, $52,474; PETER L. DEANGELIS, JR., $111,486; NEIL G. LUBARSKY, CPA, CGMA, $24,325; BRIAN SWEENEY, RN, MBA, FACHE, $2,507; STEPHEN K. SIGWORTH, M.D., MSHA, $40,331; RICHARD KWEI, $10,761 AND SHARON M. GALUP, $8,683. 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; LAURENCE M. MERLIS, $459,224; BRUCE A. MEYER, M.D., MBA, $422,255; MARK L. TYKOCINSKI, M.D., $220,728; CRISTINA G. CAVALIERI, ESQ., $229,612 AND PETER L. DEANGELIS, JR., $275,575. 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 2017 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. 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) 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; LAURENCE M. MERLIS, $197,279; VJAY M. RAO, M.D., FACR, $531; MARK L. TYKOCINSKI, M.D., $4,838; RICHARD J. WEBSTER, RN, MSN, $50,844; CHARLES J. YEO, M.D., FACS, $15,744; CRISTINA G. CAVALIERI, ESQ., $2,389; NEIL G. LUBARSKY, CPA, CGMA, $25,592; RICHARD KWEI, $4,511 AND DEBRA W. TAYLOR, $6,301. X 2 25825 FMV false true false CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. IT INCLUDES THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE AND METHODIST HOSPITAL (COLLECTIVELY REFERRED TO AS TJUH). PURSUANT TO ITS CHARITABLE PURPOSES, TJUH PROVIDES EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, OR ABILITY TO PAY. MOREOVER, THE ORGANIZATION OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1) TJUH PROVIDES MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2) TJUH OPERATES AN ACTIVE EMERGENCY DEPARTMENT FOR ALL PERSONS; WHICH IS OPEN 24 HOURS A DAY, SEVEN DAYS A WEEK, 365 DAYS PER YEAR; 3) TJUH MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4) CONTROL OF TJUH RESTS WITH ITS BOARD OF TRUSTEES; WHICH IS COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5) SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE; PROGRAMS AND ACTIVITIES. THE OPERATIONS OF TJUH, AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT TJUH PROVIDES SUBSTANTIAL COMMUNITY BENEFIT AND THAT THE USE AND CONTROL OF TJUH IS FOR THE BENEFIT OF THE PUBLIC AND THAT NO PART OF THE INCOME OR NET EARNINGS OF THE ORGANIZATION INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL NOR IS ANY PRIVATE INTEREST BEING SERVED OTHER THAN INCIDENTALLY. BACKGROUND ========== JEFFERSON UNIVERSITY HOSPITALS AND THOMAS JEFFERSON UNIVERSITY ARE PARTNERS IN PROVIDING EXCELLENT CLINICAL AND COMPASSIONATE CARE FOR OUR PATIENTS IN THE PHILADELPHIA REGION, EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES AND DISCOVERING NEW KNOWLEDGE THAT WILL DEFINE THE FUTURE OF CLINICAL CARE. WE ARE 30,000+ PEOPLE REIMAGINING HEALTH CARE, EDUCATION AND DISCOVERY. WE ARE MANY THINGS, BUT EVERY DAY ALL OF US ARE DEDICATED TO ONE THING: IMPROVING LIVES. JEFFERSON RANKS AS 16TH BEST HOSPITAL ON U.S. NEWS & WORLD REPORT'S HONOR ROLL LIST. WE CONTINUE TO TOP THE LIST OF HOSPITALS IN PENNSYLVANIA (3RD) AND THE PHILADELPHIA METRO AREA (2ND) IN U.S. NEWS & WORLD REPORT'S ANNUAL LISTING OF THE BEST HOSPITALS AND SPECIALTIES. JEFFERSON ALSO STANDS OUT AS AMONG THE BEST IN 11 SPECIALTY AREAS: - ORTHOPEDICS - CANCER - EAR, NOSE & THROAT - GASTROENTEROLOGY & GI SURGERY- NEPHROLOGY - NEUROLOGY & NEUROSURGERY - OPHTHALMOLOGY - DIABETES & ENDOCRINOLOGY - GERIATRICS - CARDIOLOGY & HEART SURGERY - UROLOGY THOMAS JEFFERSON UNIVERSITY HOSPITALS HAS 908 LICENSED ACUTE CARE BEDS, WITH MAJOR PROGRAMS IN A WIDE RANGE OF CLINICAL SPECIALTIES. SERVICES ARE PROVIDED AT FIVE PRIMARY LOCATIONS - THOMAS JEFFERSON UNIVERSITY HOSPITAL (THE MAIN HOSPITAL FACILITY, WHICH WAS ESTABLISHED IN 1825) AND JEFFERSON HOSPITAL FOR NEUROSCIENCE, BOTH IN CENTER CITY PHILADELPHIA; JEFFERSON'S METHODIST HOSPITAL AND JEFFERSON AT THE NAVY YARD, BOTH IN SOUTH PHILADELPHIA; AND JEFFERSON AT VOORHEES IN SOUTH JERSEY. TO PROTECT THE HEALTH AND WELL-BEING OF OUR PATIENTS, VISITORS, EMPLOYEES, STUDENTS AND VOLUNTEERS, JEFFERSON IS A SMOKE-FREE CAMPUS. SMOKING IS NOT PERMITTED IN ALL JEFFERSON BUILDINGS AND WITHIN 50 FEET OF ANY ENTRYWAY TO OR EXIT FROM JEFFERSON BUILDINGS, AND WITHIN 50 FEET OF DRIVEWAYS, CANOPIES, ARCHWAYS AND PLAZAS. WE ARE ALSO SMOKE FREE IN CAMPUS PARKING AREAS. THOMAS JEFFERSON UNIVERSITY HOSPITALS STATISTICS ------------------------------------------------- - LICENSED BEDS: 908 - ADMISSIONS: 39,122 - OUTPATIENT VISITS: 1,303,360 - EMERGENCY ROOM VISITS: 118,978 - EMPLOYEES (FULL AND PART-TIME): 9,604 - EMPLOYEES: 9,604 - PHYSICIANS & PRACTITIONERS: 2,741 - REGISTERED NURSES (FULL AND PART-TIME): 3,557 OUR MISSION ----------- WE IMPROVE LIVES. OUR VISION ---------- REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. OUR VALUES ---------- THE BEHAVIORS OUR EMPLOYEES DEMONSTRATE DAILY TO PATIENTS AND THEIR FELLOW STAFF ENABLE JEFFERSON TO CONTINUE ACHIEVE ITS MISSION. JEFFERSON'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR, AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE: - PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY - BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED - DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY OUR HISTORY =========== THOMAS JEFFERSON UNIVERSITY HOSPITALS HAVE MAJOR PROGRAMS IN A WIDE RANGE OF CLINICAL SPECIALTIES. SERVICES ARE DELIVERED AT FIVE PRIMARY LOCATIONS - THOMAS JEFFERSON UNIVERSITY HOSPITAL (OUR TEACHING HOSPITAL, WHICH WAS ESTABLISHED IN 1877) AND JEFFERSON HOSPITAL FOR NEUROSCIENCE, BOTH IN CENTER CITY PHILADELPHIA; JEFFERSON'S METHODIST HOSPITAL AND JEFFERSON AT THE NAVY YARD, BOTH IN SOUTH PHILADELPHIA; AND JEFFERSON AT VOORHEES IN SOUTH JERSEY. THERE ARE ALSO VARIOUS RADIATION THERAPY SATELLITE LOCATIONS THROUGHOUT THE REGION. FORMERLY A DIVISION OF THOMAS JEFFERSON UNIVERSITY, THE HOSPITAL WAS SEPARATED FROM THE UNIVERSITY TO BECOME A FOUNDING MEMBER OF THE JEFFERSON HEALTH SYSTEM IN 1995. THE HOSPITAL EXPANDED ITS SERVICES TO THE COMMUNITY WITH THE MERGER OF METHODIST HOSPITAL AS A DIVISION OF THOMAS JEFFERSON UNIVERSITY HOSPITALS IN 1996. AS AN ACADEMIC MEDICAL CENTER, THOMAS JEFFERSON UNIVERSITY HOSPITALS BELIEVE IN THE IMPORTANCE OF AN EXCELLENT CLINICAL SETTING FOR OUR PATIENTS AND AS A FOUNDATION FOR THE LEARNING EXPERIENCE OF JEFFERSON STUDENTS AND RESIDENTS. IT IS WITHIN OUR VARIOUS CLINICAL SETTINGS THAT SCIENTISTS, RESIDENTS AND ATTENDING PHYSICIANS, MEDICAL STUDENTS, NURSING AND ALLIED HEALTH STUDENTS, AND TECHNOLOGISTS LEARN THEIR PROFESSION AND LEARN TO WORK TOGETHER AS A TEAM AND HELP DEFINE THE FUTURE OF CLINICAL CARE. JEFFERSON UNIVERSITY HOSPITALS CONTINUE TO TAKE PRIDE IN THE QUALITY AND VARIETY OF HEALTHCARE SERVICES PROVIDED TO CITIZENS OF PHILADELPHIA AND THE DELAWARE VALLEY. THE HOSPITAL IS FULLY ACCREDITED BY THE JOINT COMMISSION AND LICENSED BY THE DEPARTMENT OF HEALTH OF THE COMMONWEALTH OF PENNSYLVANIA. IN THE COMMUNITY ================ THOMAS JEFFERSON UNIVERSITY HOSPITALS DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. AS AN EMPLOYER OF NEARLY 10,000 INDIVIDUALS, OUR INSTITUTION IS BOTH INSPIRED BY AND COMMITTED TO RENEWING THE HEALTH AND PROSPERITY OF OUR AREA NEIGHBORHOODS. IN FULFILLMENT OF THIS PLEDGE, JEFFERSON OPENED THE CENTER FOR URBAN HEALTH (CUH) IN 1998, WHICH HAS WORKED TO IMPROVE THE WELL-BEING OF PHILADELPHIA CITIZENS BY MARSHALLING THE RESOURCES OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, THOMAS JEFFERSON UNIVERSITY AND ITS DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE (DFCM), AND PARTNERING WITH COMMUNITY ORGANIZATIONS AND NEIGHBORHOODS. THE CENTER'S GOAL IS TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS AND TARGETED COMMUNITIES/NEIGHBORHOODS THROUGH A MULTIFACETED INITIATIVE, THE ARCHES PROJECT, WHICH FOCUSES ON SIX DOMAINS/THEMES: ACCESS AND ADVOCACY; RESEARCH, EVALUATION, AND OUTCOMES MEASUREMENT; COMMUNITY PARTNERSHIPS AND OUTREACH; HEALTH EDUCATION, SCREENING AND PREVENTION PROGRAMS; EDUCATION HEALTH PROFESSIONS STUDENTS AND PROVIDERS; AND SERVICE DELIVERY SYSTEMS INNOVATION. TJUH'S PARTNERS CONSIST OF SCHOOLS, HOMELESS SHELTERS, SENIOR CENTERS, FAITH-BASED COMMUNITIES AND OTHER BROAD-BASED EFFORTS THAT RECOGNIZE NEIGHBORHOOD ECONOMIC, SOCIAL AND PHYSICAL ENVIRONMENTS AS UNDERLYING DETERMINANTS OF HEALTH AND DISEASE. IN ADDITION, TJUH UNDERTAKES MORE EXTENSIVE ASSESSMENTS IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS TO CREATE PROGRAMS THAT REFLECT COMMUNITY NEED, VOICE AND CULTURE. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS AT JEFFERSON, WE RECOGNIZE THAT BY PROVIDING QUALITY HEALTH CARE TO OUR PATIENTS, AND EDUCATION AND OUTREACH TO OUR NEIGHBORS, WE ARE ALSO ENRICHING THE LIVES AND FUTURE OF OUR SURROUNDING COMMUNITY. AND WHEN THE COMMUNITY THRIVES, WE ALL BENEFIT. AWARDS & HONORS =============== JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RECOGNIZED BOTH NATIONALLY AND LOCALLY BY VARIOUS ORGANIZATIONS AND INSTITUTIONS IN JUST ABOUT EVERY ASPECT OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE. JEFFERSON HEALTH CONTINUES ITS RECORD OF EXCELLENCE IN HEALTHCARE WITH RECOGNITION FROM U.S. NEWS & WORLD REPORTS ANNUAL LISTING OF TOP HOSPITALS AND SPECIALTIES. IN ADDITION TO RANKING IN THE TOP 10 FACILITIES IN THE PHILADELPHIA METRO AREA (2ND) AND PENNSYLVANIA (3RD), 8 OF THOMAS JEFFERSON UNIVERSITY HOSPITAL'S SPECIALTY PROGRAMS HAVE BEEN RECOGNIZED. THOMAS JEFFERSON UNIVERSITY HOSPITAL'S NATIONALLY RANKED SPECIALTIES -------------------------------------------------------------------- - OPHTHALMOLOGY - JEFFERSON'S DEPARTMENT OF OPHTHALMOLOGY (WILLS EYE HOSPITAL) RANKS 2ND IN THE NATION - ORTHOPEDICS - RANKS 10TH BEST HOSPITAL IN THE NATION (ROTHMAN ORTHOPAEDICS AT JEFFERSON HEALTH AND PHILADELPHIA HAND TO SHOULDER CENTER) - EAR, NOSE & THROAT - JEFFERSON IS THE 21ST BEST HOSPITAL IN THE NATION NEUROLOGY & NEUROSURGERY - RANKS 21ST BEST HOSPITAL IN THE NATION (VICKIE & JACK FARBER INSTITUTE FOR NEUROSCIENCE JEFFERSON HEALTH) - CANCER - RANKS 23RD BEST HOSPITAL IN THE NATION (SIDNEY KIMMEL CANCER CENTER JEFFERSON HEALTH) - GASTROENTEROLOGY & GI SURGERY - JEFFERSON IS THE 16TH BEST HOSPITAL IN THE NATION - CARDIOLOGY & HEART SURGERY - RANKS 48TH IN THE NATION - GERIATRICS - JEFFERSON'S GERIATRIC MEDICINE RANKS 38TH IN THE NATION TJUH NAMED AS HIGH PERFORMING IN FOUR SPECIALTIES ------------------------------------------------- - NEPHROLOGY - PULMONOLOGY - REHABILITATION (MAGEE REHABILITATION HOSPITAL) - UROLOGY QUALITY & SAFETY ================ SINCE 1825, THE PHYSICIANS, NURSES AND STAFF AT THOMAS JEFFERSON UNIVERSITY HOSPITALS HAVE MADE THE SAFETY OF OUR PATIENTS AND THE QUALITY OF CARE WE DELIVER TOP PRIORITIES. WE RECOGNIZE THAT THE CARE WE PROVIDE AFFECTS EVERY PATIENT AND FAMILY MEMBER WHO COMES THROUGH OUR DOORS. OUR COMMITMENT TO QUALITY IS MEASURED IN BETTER PATIENT OUTCOMES AND INCREASED PATIENT SATISFACTION. THE RESULT IS GENERATIONS OF FAMILIES TURN TO JEFFERSON BECAUSE THEY KNOW THAT WE DELIVER SAFE, SUPERIOR AND COMPASSIONATE CARE, FROM DIAGNOSTICS THROUGH FOLLOW-UP CARE. AT JEFFERSON, WE DON'T JUST TALK ABOUT SAFETY AND QUALITY: WE SET GOALS AND BENCHMARK OUR RESULTS TO ENSURE WE ARE MEETING AND EXCEEDING NATIONAL STANDARDS. WE USE A "BALANCED SCORECARD" APPROACH TO CONTINUALLY MEASURE OUR PROGRESS TOWARD OUR GOALS. THIS APPROACH PROVIDES ACCOUNTABILITY AT ALL LEVELS AND TRACKS THOSE METRICS THAT HAVE THE GREATEST IMPACT ON OUR STRATEGIC VALUES QUALITY AND SAFETY, SERVICE, PEOPLE, GROWTH AND FINANCE AND OPERATIONS. IN OUR DRIVE TO DELIVER THE BEST QUALITY CARE, WE UTILIZE PROVEN METHODOLOGIES FOR QUALITY IMPROVEMENT. MANY OF OUR STAFF HAVE RECEIVED DEDICATED TRAINING AND GAINED EXPERTISE IN SPECIAL TECHNIQUES TO DRIVE IMPROVEMENTS IN QUALITY AND SAFETY. RECOGNITION FOR QUALITY & SAFETY ================================ MANY NATIONAL ORGANIZATIONS RECOGNIZE THOMAS JEFFERSON UNIVERSITY HOSPITALS FOR OUR STANDARDS OF QUALITY, EXCELLENCE AND SAFETY. U.S. NEWS & WORLD REPORT ------------------------ THOMAS JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RATED AMONG THE BEST HEALTHCARE PROVIDERS IN THE NATION, WITH TOP NATIONAL AND REGIONAL RANKINGS IN OPHTHALMOLOGY, ORTHOPEDICS, CANCER, OTOLARYNGOLOGY (EAR, NOSE AND THROAT), UROLOGY, GASTROENTEROLOGY AND GI SURGERY, NEUROLOGY AND NEUROSURGERY, CARDIOLOGY AND HEART SURGERY, NEPHROLOGY AND GERIATRICS. CENTERS FOR MEDICARE & MEDICAID ------------------------------- THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) RECENTLY ANNOUNCED THAT IT RANKED THOMAS JEFFERSON UNIVERSITY HOSPITALS AS A FOUR (OUT OF FIVE)- STAR HOSPITAL FOR THE QUALITY OF ITS CARE. THE FOUR STARS INDICATE JEFFERSONS HIGH PERFORMANCE IN IMPROVING SAFETY OF CARE (REDUCING HOSPITAL-ACQUIRED INFECTION) AND THE PATIENT EXPERIENCE, AS WELL AS REDUCING MORTALITY RATES. A REDUCTION IN READMISSION RATES WAS ALSO NOTED AMONG OVERALL PERFORMANCE IMPROVEMENT. MAGNET RECOGNITION FOR NURSING EXCELLENCE ----------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS CENTER CITY CAMPUS HAS BEEN GRANTED MAGNET RECOGNITION FOR NURSING EXCELLENCE FROM THE AMERICAN NURSES CREDENTIALING CENTER (ANCC). ANCC IS A SUBSIDIARY OF THE AMERICAN NURSES ASSOCIATION. LESS THAN 7 PERCENT OF ALL HOSPITALS IN THE UNITED STATES HAVE ACHIEVED ANCC MAGNET RECOGNITION STATUS. THE MAGNET RECOGNITION PROGRAM RECOGNIZES HEALTHCARE ORGANIZATIONS FOR QUALITY PATIENT CARE, NURSING EXCELLENCE AND INNOVATIONS IN PROFESSIONAL NURSING PRACTICE. MAGNET HOSPITALS ENJOY HIGHER PERCENTAGES OF IMPROVED PATIENT CARE OUTCOMES AND IMPROVED PATIENT SATISFACTION AS WELL AS ATTRACTING TOP NOTCH NURSES, PHYSICIANS AND HEALTHCARE PROFESSIONALS. NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER -------------------------------------------------- THE SIDNEY KIMMEL CANCER CENTER AT JEFFERSON IS A NATIONAL LEADER IN CANCER TREATMENT, RESEARCH AND EDUCATION AND A NATIONAL CANCER INSTITUTE (NCI)-DESIGNATED CANCER CENTER. IT IS AMONG THE TOP 20 CENTERS IN THE COUNTRY IN GRANT FUNDING FROM NCI. JOINT COMMISSION ACCREDITATION ------------------------------ THOMAS JEFFERSON UNIVERSITY HOSPITALS ARE FULLY ACCREDITED BY THE JOINT COMMISSION. ACROSS THE UNITED STATES, THE JOINT COMMISSION EVALUATES AND ACCREDITS HEALTHCARE ORGANIZATIONS. ACCREDITATION FROM THIS INDEPENDENT, NONPROFIT ORGANIZATION IS A RECOGNIZED SYMBOL OF QUALITY, DEMONSTRATING AN ORGANIZATION'S ACHIEVEMENT OF PERFORMANCE STANDARDS. ACCREDITATION REQUIRES SUCCESSFUL COMPLETION OF AN ON-SITE SURVEY AT LEAST EVERY THREE YEARS. THE JOINT COMMISSION HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY HOSPITALS AS IMPROVING IN QUALITY AND SAFETY IN THE AREAS OF HEART ATTACKS, HEART FAILURE, PNEUMONIA, SPINE SURGERY, SURGICAL CARE, IMMUNIZATIONS AND PERINATAL CARE. THEY HAVE ALSO RECOGNIZED JEFFERSON WITH SPECIFIC QUALITY AWARDS, INCLUDING THE MEDAL OF HONOR FOR ORGAN DONATION AND ADVANCED CERTIFICATIONS SUCH AS A PRIMARY STROKE CENTER AND IN VENTRICULAR ASSIST DEVICE (VAD). LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER & SPINAL CORD INJURY CENTER ------------------------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS' EMERGENCY DEPARTMENT IS AN OFFICIALLY DESIGNATED LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER. IT IS ONE OF ONLY 18 HOSPITALS IN THE UNITED STATES THAT IS BOTH AN OFFICIAL TRAUMA CENTER AND A FEDERALLY DESIGNATED REGIONAL SPINAL CORD INJURY CENTER. READ MORE ABOUT THE TRAUMA CENTER. JEFFERSON, IN AFFILIATION WITH MAGEE REHABILITATION HOSPITAL, IS DESIGNATED AS ONE OF THE NATION'S 14 MODEL SPINAL CORD INJURY CENTERS BY THE NATIONAL INSTITUTE ON DISABILITY AND REHABILITATION RESEARCH. THE ONLY SUCH FACILITY IN THE DELAWARE VALLEY, THE CENTER HAS TREATED MORE THAN 3,000 PERSONS WITH SPINAL CORD INJURIES AND SIGNIFICANTLY REDUCED THE SEVERE SECONDARY COMPLICATIONS OF TRAUMATIC SPINAL CORD INJURY. HEALTHGRADES ------------ HEATHGRADES IS A LONGSTANDING LEADER IN MAKING INFORMATION ON PHYSICIANS AND HOSPITALS MORE ACCESSIBLE AND TRANSPARENT. THEY PROVIDES CONSUMERS WITH INFORMATION ABOUT CLINICAL OUTCOMES, SATISFACTION, SAFETY AND HEALTH CONDITIONS. IN 2019, HEALTHGRADES HAS NAMED THOMAS JEFFERSON UNIVERSITY HOSPITAL, JEFFERSON HOSPITAL FOR NEUROSCIENCE AND JEFFERSON METHODIST HOSPITAL AS THREE OF THE BEST HOSPITALS IN PENNSYLVANIA, AND AMONG THE NATION'S TOP 50. A LONGSTANDING JEFFERSON HEALTH PARTNER LANKENAU MEDICAL CENTER IN WYNNEWOOD, PENNSYLVANIA ALSO RANKS AMONG THE TOP 50 HOSPITALS NATIONWIDE. IN ADDITION, JEFFERSON TORRESDALE HOSPITAL, JEFFERSON BUCKS HOSPITAL AND JEFFERSON FRANKFORD HOSPITAL WERE NAMED TO THE HEALTHGRADES TOP 250 HOSPITALS LIST. BLUE DISTINCTION AWARD ---------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS EARNED BLUE DISTINCTION AND BLUE DISTINCTION AWARDS FROM BLUE CROSS AND BLUE SHIELD ASSOCIATION FOR DEMONSTRATING EXPERTISE IN DELIVERING QUALITY HEALTH CARE IN THE FOLLOWING SPECIALTIES: BARIATRIC SURGERY - BLUE DISTINCTION+ MATERNITY CARE - BLUE DISTINCTION TRANSPLANT - BLUE DISTINCTION+ CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS PROMOTION OF COMMUNITY HEALTH ============================= KEY TJUHS INITIATIVES THAT ADDRESSED HEALTH PROMOTION, CARE FOR THE UNDERSERVED, SYSTEM AND POLICY CHANGES INCLUDE THE FOLLOWING: BEHAVIORAL HEALTH ----------------- - OPIATE TASK FORCE PARTICIPATED IN THE CITY AND JEFFERSON ENTERPRISE-WIDE OPIATE TASK FORCES TO REDUCE ACCESS TO OPIATE PAIN KILLERS AND RAISE PUBLIC AWARENESS ABOUT ADDICTION FROM TAKING NON-PRESCRIBED OPIATE MEDICATIONS (EX/ ACCESS TO OPIATE PAIN KILLERS IN FRIEND/FAMILY MEDICINE CABINETS) AND DRUG TAKE-BACK PROGRAMS. PROVIDED NARCAN TRAINING AND ACCESS TO NARCAN - DRUG FREE COMMUNITIES PARTNER AND EVALUATOR OF THE SOUTH PHILADELPHIA PREVENTION COALITION (EAST OF BROAD ST); WESTSIDE COMMUNITY PREVENTION LED BY TRINITY UNITED METHODIST CHURCH (SOUTH PHILADELPHIA WEST OF BROAD) - NARP JEFFERSON INITIATIVE THAT PROVIDES MAT AND OTHER SERVICES FOR INDIVIDUALS WITH ADDICTIONS - MATER JEFFERSON PROGRAM THAT PROVIDES A PREGNANCY SUPPORT PROGRAM FOR WOMEN ON MAT AND PROVIDES OTHER SOCIAL SUPPORTS INCLUDING HOUSING COUNSELING SERVICES PROVIDED AT NO COST BY JEFFERSON FAMILY AND COUPLES THERAPY AT SOUTHWARK SCHOOL IN SOUTH PHILADELPHIA (K-8). FURNESS HIGH SCHOOL - JEFFERSON COUNSELING PROGRAM TRAINING ALL STAFF IN TRAUMA INFORMED COUNSELING/CARE TO ENHANCE SKILLS OF ALL STAFF TO ADDRESS TRAUMA AMONG STUDENTS IN PARTNERSHIP WITH DBHIDS PROVIDE FREE MENTAL HEALTH FIRST AID PROGRAMS AT COMMUNITY SITES FOR COMMUNITY BASED ORGANIZATIONS AND RESIDENTS. ALL JEFFERSON NURSING STUDENTS RECEIVE MENTAL HEALTH FIRST AID TRAINING, EMTS AND EXPANDING TO MEDICAL STUDENTS. MHFA REACHED 926 HEALTH PROFESSIONAL, STUDENTS AND COMMUNITY MEMBERS BETWEEN 2017 AND 2019. IN FY2019 SERVED 421 - CHRONIC PAIN SELF- MANAGEMENT FREE COMMUNITY PROGRAM THAT TRAINS PARTICIPANTS TO ADDRESS PAIN WITH NON-MEDICATION METHODS HOMELESS -------- - 30 YEARS WORKING WITH PROJECT HOME AND HOMELESS PARTNERS - JEFFHOPE PROGRAM GOES TO 4 HOMELESS SHELTERS AND 1 NEEDLE EXCHANGE HARM REDUCTION PROGRAM IN PHILADELPHIA EVERY WEEK TO PROVIDE ACUTE, BASIC MEDICAL CARE AND HELP INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS ACCESS OTHER HEALTH AND SOCIAL RESOURCES AND HEALTHCARE PROVIDERS THAT ARE BETTER EQUIPPED TO CARE FOR THEM LONG-TERM. TJUH PROVIDES LAB AND PHARMACEUTICAL SERVICES - STEVEN KLEIN WELLNESS CENTER PARTNERSHIP WITH PROJECT HOME REFUGEES AND IMMIGRANTS ----------------------- - REFUGEE CLINIC, UNITY CLINIC AND CHINATOWN CLINIC SERVE IMMIGRANT AND REFUGEE COMMUNITY. IN PROCESS OF DEVELOPING THE WYSS IMMIGRANT HEALTH AND WELLNESS CENTER IN SOUTH PHILADELPHIA - PARTICIPATE IN THE PHILADELPHIA REFUGEE HEALTH COLLABORATIVE AND REFUGEE MENTAL HEALTH COLLABORATIVE - DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE PROVIDES MEDICAL SERVICES FOR NEW REFUGEES IN PARTNERSHIP WITH THE PHILADELPHIA REFUGEE HEALTH COLLABORATIVE SCHOOL HEALTH SERVICES ---------------------- - THE ATHLETIC HEALTH ORGANIZATION AND CENTER FOR URBAN HEALTH PROVIDE SPORT PHYSICALS AT LOCAL COMMUNITY SCHOOLS IN SUPPORT OF COMPETITIVE SPORTS PROGRAMS. SCHOOLS INCLUDE SOUTHWARK SCHOOL, INDEPENDENT CHARTER SCHOOL, SOUTH PHILADELPHIA HIGH SCHOOL - DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE PROVIDING PHYSICALS FOR SOUTH PHILADELPHIA HIGH SCHOOL STUDENTS LGBTQ COMMUNITY --------------- - LGBTQ HOSPITAL INITIATIVE - FAMILY AND COMMUNITY MEDICINE AND THE CENTER FOR URBAN HEALTH PROVIDE THE DOCTOR IS IN, AND OTHER PROGRAMS SUCH AS CHRONIC DISEASE SELF-MANAGEMENT WITH THE LGBT-ELDER INITIATIVE AGE FRIENDLY HEALTH SYSTEM -------------------------- - ATTAINED DESIGNATED AGE FRIENDLY HEALTH SYSTEM STATUS CENTER FOR URBAN HEALTH ----------------------- OUTREACH TO VULNERABLE AND UNDERSERVED COMMUNITIES IN PHILADELPHIA. DIRECTLY IMPACT INDIVIDUALS AND FAMILIES IN THE COMMUNITY THAT FOSTER SUPPORT, SHARED DECISION MAKING AND BEHAVIOR CHANGE: - COMMUNITY HEALTH WORKER PROGRAM - TRAINING FOR JEFFERSON AND COMMUNITY BASED ORGANIZATIONS FOR COMMUNITY HEALTH WORKERS. PARTICIPATE IN STATE EFFORTS TO CREATE A CERTIFIED PROGRAM FOR PENNSYLVANIA - JEFFPEERS (PEOPLE, EMPOWERED, EDUCATED, AND READY TO SUPPORT) IS A CHRONIC DISEASE SELF-MANAGEMENT PROGRAM DESIGNED TO HELP ADULTS BETTER MANAGE CHRONIC MEDICAL CONDITIONS. WE PROVIDE SUPPORT, EDUCATION, AND A VARIETY OF RESOURCES FOR INDIVIDUALS AND FAMILIES AFFECTED WITH A CHRONIC DISEASE. IN THE PAST 3 YEARS, 955 COMMUNITY MEMBERS AND PATIENTS ATTENDED THE PROGRAM - HEART SMARTS - PARTNERSHIP WITH THE FOOD TRUST AND CORNER STORES TO ADDRESS ACCESS TO HEALTHY FOOD, NUTRITION EDUCATION AND SCREENING SERVICES INCLUDING BLOOD PRESSURE, HEIGHT, WEIGHT, AND BMI. FOLLOW-UP PROVIDED MONTHLY AND PARTICIPANTS ARE ASSISTED WITH TOBACCO CESSATION, ACCESS TO PRIMARY CARE, FOOD SECURITY, AND PERSONAL GOAL SETTING. PROGRAM CURRENTLY SERVES 8 COMMUNITY SITES, INCLUDING CORNER STORES, SUPERMARKETS AND RECENTLY ADDED VETERAN MULTI SERVICE CENTER. PROGRAMS ARE PREDOMINANTLY IN LATINO AND AFRICAN AMERICAN COMMUNITIES. PARTNERING WITH CORNER STORES TO IMPROVE COMMUNITY HEALTH. BLOOD PRESSURE SCREENING SERVED 1354 INDIVIDUALS IN FY19. EMPLOYMENT: WORKFORCE DEVELOPMENT AND HEALTH -------------------------------------------- - PARTNERED WITH FEDERATION OF NEIGHBORHOOD CENTERS AND PHILADELPHIA HORTICULTURE SOCIETY TO INTEGRATE HEALTHY LIFESTYLE AND DISEASE MANAGEMENT EDUCATION INTO WORKFORCE DEVELOPMENT. REDUCED RECIDIVISM BY 80% - PIPE LINE PROGRAMS AND STEM EDUCATION WITH SCHOOLS - COMMUNITY HEALTH WORKER TRAINING FOR JEFFERSON ENTERPRISE AND COMMUNITY BASED ORGANIZATIONS. CHWS SCREEN FOR SOCIAL DETERMINANTS OF HEALTH AND MAKE REFERRALS TO COMMUNITY ORGANIZATIONS AS APPROPRIATE. WITH ADDITIONAL TRAINING THEY CAN ALSO SERVE AS CERTIFIED RECOVERY SPECIALISTS, PEER SPECIALISTS (MENTAL HEALTH) AND CAN CONDUCT ENVIRONMENTAL ASSESSMENTS TO ADDRESS ASTHMA TRIGGERS, LEAD POISONING AND FALL PREVENTION - NEW KENSINGTON CDC HEALTHY EMPOWERMENT ZONE GRANT - THE CENTER FOR URBAN HEALTH IS PARTNERING WITH NKCDC ON AN INNOVATIVE COMMUNITY HEALTH WORKER PROGRAM TO IMPROVE HEALTH OUTCOMES. THROUGH THEIR WORK PROVIDING FREE HOUSING COUNSELING, NKCDC RECOGNIZED CLIENTS FACED MANY OBSTACLES TO OBTAINING AND MAINTAINING SAFE AND SECURE HOUSING INCLUDING HEALTH AND SOCIAL SERVICE NEEDS. THROUGH THIS PARTNERSHIP, WE HAVE TRAINED 22 COMMUNITY MEMBERS (16 WOMEN AND 6 MEN RANGING IN AGES FROM THEIR EARLY 20S TO 60S, AND 14 AFRICAN AMERICANS, 6 LATINOS, AND 2 CAUCASIAN PARTICIPANTS). NKCDC HIRED 11 OF THE TRAINEES AND ARE WORKING WITH JEFFERSON AND OTHER COMMUNITY PARTNERS TO FIND EMPLOYMENT FOR THE OTHER 11 PARTICIPANTS ACCESS TO FOOD -------------- - EXPANDED SCREENING FOR FOOD INSECURITY (ED, ADMISSIONS, PRIMARY CARE) - PARTICIPATING ON THE MAYORS FOOD POLICY ADVISORY COUNCIL AND HUNGER SUBCOMMITTEE TO ADDRESS POLICY AND SYSTEM CHANGES - INITIATED FOOD BUYING CLUBS THROUGH PARTNERSHIPS WITH SHARE, MATERNITY CARE COALITION AND MERCY NEIGHBORHOOD MINISTRIES OF PHILADELPHIA TO INCREASE ACCESS TO HEALTHY AFFORDABLE FOOD AND IMPACT HEALTHY WEIGHTS AMONG PRESCHOOL CHILDREN - PROMOTING FOOD AS MEDICINE AND NUTRITION THERAPY THROUGH MANNA, HEATH PROMOTION COUNCIL AND OTHER GRANT FUNDED INITIATIVES - COLAB NUTRITION EDUCATION IN COLLABORATION WITH COMMUNITY BASED ORGANIZATIONS SUCH AS IMPACT SERVICES - COMMUNITY GARDEN AT JEFFERSON NORTHEAST TRANSPORTATION -------------- - REDUCE MISSED HEALTH APPOINTMENTS THROUGH TRANSPORTATION INITIATIVES SUCH AS AMBULANZ, LYFT AND UBER HEALTH LITERACY --------------- - GRANT FUNDED PARTNERSHIP OF HEALTH CARE IMPROVEMENT FOUNDATION AND JEFFERSON TO FACILITATE A REGIONAL COALITION OF HOSPITAL AND COMMUNITY MEMBERS TO IMPROVE WRITTEN AND ORAL COMMUNICATION WITH PATIENTS. TRAINING INCLUDES CULTURAL COMPETENCE, DEVELOPING LOW LITERACY MATERIALS, MOTIVATIONAL INTERVIEWING, WEB DESIGN, AND TECHNIQUES TO IMPROVE ORAL COMMUNICATION SUCH AS TEACHBACK. HELP TO FACILITATE PA STATE HEALTH LITERACY COALITION. IN COLLABORATION WITH HCIF ASSESSING THE HEALTH LITERACY NEEDS OF THE REFUGEE/IMMIGRANT COMMUNITY - CYRACOM AND IN PERSON INTERPRETATION BEING USED AT JEFFERSON TO IMPROVE COMMUNICATION WITH INDIVIDUALS WITH LIMITED ENGLISH PROFICIENCY ENVIRONMENTAL ------------- - GREENING VACANT LOTS PARK IN A TRUCK - INJURY PREVENTION VISION ZERO COALITION AND JEFFERSONS INJURY PREVENTION CENTER (EMERGENCY DEPARTMENT) CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VII THE ORGANIZATION IS AN AFFILIATE WITHIN 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 MICHAEL J. HELLER, CHARLES G. KOPP, ESQ. & MARK L. ALDERMAN, ESQ. - BUSINESS RELATIONSHIP; MICHAEL J. HELLER & IRA LUBERT - BUSINESS RELATIONSHIP; HYMAN R. KAHN, M.D. & JACK FARBER - BUSINESS RELATIONSHIP; AND IRA LUBERT & HAROLD A. HONICKMAN - BUSINESS RELATIONSHIP. CORE FORM, PART VI, SECTION A; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN 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 ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 THE ORGANIZATION IS AN AFFILIATE WITHIN 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. TJUH SYSTEM, INC. IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF TJUH SYSTEM, INC. ACCORDINGLY, TJU HAS THE ULTIMATE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. CORE FORM, PART VI, SECTION B; QUESTION 11B THE ORGANIZATION IS AN AFFILIATE WITHIN 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 & ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT OF CORPORATE FINANCE & CHIEF INVESTMENT OFFICER, VICE PRESIDENT OF CORPORATE FINANCE AND THE ASSOCIATE VICE PRESIDENT & 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 SYSTEM'S AUDIT, RISK AND COMPLIANCE COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN 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 CONFLICT OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE 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 AN AFFILIATE WITHIN 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. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE 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'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 OF TRUSTEE 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, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN 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'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS 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 AN AFFILIATE WITHIN 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 IN THE FORM 990 OF THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651. 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 RESTRICTION - $5,780,835; - CHANGE IN INTEREST RATE SWAP CONTRACTS - ($7,195,587); - DISTRIBUTION TO MINORITY INTEREST - ($10,923,301); - OTHER CHANGES IN NET ASSETS - ($680,392); - NET ASSETS RELEASED FROM RESTRICTION (DONOR RESTRICTED) - ($5,797,835); - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - $29,751; AND - OTHER CHANGES IN NET ASSETS (DONOR RESTRICTED) - ($1,492). CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN 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'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 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. TJU'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. JEFF ENDOSCOPY CENTER AT BALA LLC C/O TJU 1101 MARKET STREET STE 20 PHILADELPHIA PA 19107 474487777 HEALTHCARE PA 3366066 781754 TJUH THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352651 EDUCATION PA 501(C)(3) 509(A)(1) NA false TJUH SYSTEM INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263026795 HEALTH SVCS. 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PA NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232922471 INACTIVE PA NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223536371 INACTIVE NJ NA C CORP. false JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 371856786 INACTIVE CA NA C CORP. false 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841657497 REAL ESTATE PA NA S CORP. false SYSTEM SERVICE CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232218944 HOLDING CO. DE NA C CORP. false TF DEVELOPMENT LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232197865 REAL ESTATE PA NA C CORP. false HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 200214524 HEALTH SVCS. PA NA C CORP. false KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223347294 MANAGEMENT NJ NA C CORP. false PROFESSIONAL MEDICAL MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222559690 COLLECTION SVCS. NJ NA C CORP. false KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 472661672 INVESTMENTS NJ NA C CORP. false JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841980055 HEALTH SVCS. NJ NA C CORP. false true false false true true false false false false true true false false true true true true false true SCHEDULE R, PART III, LINE 3 DUE TO ITS SHARED DIRECT CONTROLLING ENTITY, TJUH SYSTEM, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. (TJUH) WAS DEEMED TO OWN BOTH ITS INDIVIDUAL INTEREST IN JEFFERSON COMPREHENSIVE CONCUSSION CENTER, AS WELL AS THOSE OF ITS BROTHER/SISTER ENTITY, JEFFERSON UNIVERSITY PHYSICIANS (JUP). WHILE NEITHER TJUH NOR JUP HAD AN INDIVIDUAL CONTROLLING INTEREST IN JEFFERSON COMPREHENSIVE CONCUSSION CENTER, THEIR COLLECTIVE OWNERSHIP CONSTITUTED A CONTROLLING INTEREST IN THE PARTNERSHIP. AS OF JUNE 30, 2019 JEFFERSON AFFILIATES TERMINATED THEIR OWNERSHIP IN THIS JOINT VENTURE. SCHEDULE R, PART V THE ORGANIZATION IS AN AFFILIATE WITHIN 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 AND ITS TAX-EXEMPT PARENT ENTITY, THOMAS JEFFERSON UNIVERSITY, 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.