MAGEE REHABILITATION HOSPITAL: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- MAGEE REHABILITATION HOSPITAL (EIN 23-1476328)
- Tax period
- 2017-07-01 to 2018-06-30
- Filed
- 2019-05-14
- IRS object ID
- 201931349349310293
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule H
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-05-14T18:48:18-05:00 | ReturnTs |
| Tax Period End | 2018-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LOGAN SQUARE SUITE 2001 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231476328 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGEE REHABILITATION HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % STEPHEN V DESTEFANO CPA | InCareOfNm |
| Business Name Control | MAGE | BusinessNameControlTxt |
| Phone | 2155873000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1513 RACE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191021177 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN V DESTEFANO CPA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2155873332 | PhoneNum |
| Signature | 2019-05-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Mariani | PreparerPersonNm |
| PTIN | P00642486 | PTIN |
| Phone | 2155462140 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 148.77.36.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220191345000236 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2019-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 3EAB307D2E8AFAB6AF4FCC2E4D32CBEA4C05B2A0 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4F49B62ABB70139397F9A781BA9C9E9BE652F2C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JACK CARROLL PHD MHA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1513 RACE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191021177 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $86,333,283 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.MAGEEREHAB.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1958 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE QUALITY OF LIFE OF PERSONS WITH DISABILITIES BY PROVIDING HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 18 | VotingMembersIndependentCnt |
| Total Employee | 838 | TotalEmployeeCnt |
| Total Volunteers | 217 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,333,820 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,545,278 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $61,370,502 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $60,855,695 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,881,700 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,332,825 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,926,660 | PYOtherRevenueAmt |
| CY Other Revenue | $355,413 | CYOtherRevenueAmt |
| PY Total Revenue | $70,512,682 | PYTotalRevenueAmt |
| CY Total Revenue | $69,089,211 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $45,082,262 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $46,023,644 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,741,248 | PYOtherExpensesAmt |
| CY Other Expenses | $20,227,001 | CYOtherExpensesAmt |
| PY Total Expenses | $67,823,510 | PYTotalExpensesAmt |
| CY Total Expenses | $66,250,645 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,689,172 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,838,566 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $154,827,482 | TotalAssetsBOYAmt |
| Total Assets EOY | $220,674,317 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $28,863,029 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $64,075,301 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $125,964,453 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $156,599,016 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF MAGEE REHABILITATION HOSPITAL IS TO IMPROVE THE QUALITY OF LIFE OF PERSONS WITH DISABILITIES BY PROVIDING HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $56,975,556 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $60,855,695 | RevenueAmt |
| Desc | EXPENSES INCURRED IN PROVIDING HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
| Total Program Service Expenses | $56,975,556 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | Yes (true) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (true) | AuditedFinancialStmtAttInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 58 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 838 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 18 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN V DESTEFANO CPA | PersonNm |
| Phone | 2155873332 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1513 RACE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (29 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| ALFRED J D'ANGELO JR ESQ | |||||||||
| CHAIRMAN - TRUSTEE | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS S BROWN ESQ | |||||||||
| VICE CHAIRMAN - TRUSTEE | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| GERALD S SEGAL ESQ | |||||||||
| VICE CHAIRMAN - TRUSTEE | 1.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JACK A CARROLL PHD | |||||||||
| SEC - TRUSTEE - PRESIDENT/CEO | 55.0 | 0.0 | Yes (X) | Yes (X) | $412,094 | $0 | $36,109 | ||
| CHRISTOPHER FRANKLIN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TRENYA N GARNER MPA | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT C GERLACH ESQ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| HERMAN W GOLDNER | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| LISA HAAS ESQ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| THOMAS P HILL JR | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY HOAG MD | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| CAROL HUNT CPA CPFO | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY J MAHONEY | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH J MCLAUGHLIN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| IAN P MCLEAN | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| DAVID P MCQUAID FACHE | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $436,430 | $7 | |||
| PATRICK M O'HARA | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| PETER SAMSON ESQ | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RANDALL L SCOTT | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOHN SPAGNOLA | |||||||||
| TRUSTEE | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN V DESTEFANO CPA | |||||||||
| TREASURER/CHIEF FINANCIAL OFF | 55.0 | 0.0 | Yes (X) | $226,318 | $0 | $20,649 | |||
| GUY FRIED MD | |||||||||
| CHIEF MEDICAL OFFICER | 55.0 | 0.0 | Yes (X) | $582,365 | $0 | $49,952 | |||
| RONALD SIGGS | |||||||||
| SVP DEVELOPMENT | 55.0 | 0.0 | Yes (X) | $167,984 | $0 | $32,585 | |||
| ROBERT KAUTZMAN EDD MS RN | |||||||||
| VP CLINICAL SVCS/ CNE | 55.0 | 0.0 | $178,585 | $0 | $17,808 | Yes (X) | |||
| PATRICK ROMMEL DO | |||||||||
| PHYSICIAN | 50.0 | 0.0 | $351,751 | $0 | $23,735 | Yes (X) | |||
| BRIAN KUCER MD | |||||||||
| PHYSICIAN | 50.0 | 0.0 | $289,295 | $0 | $34,806 | Yes (X) | |||
| MENDEL KUPFER MD | |||||||||
| PHYSICIAN | 50.0 | 0.0 | $261,483 | $0 | $33,620 | Yes (X) | |||
| BARBARA BROWNE MD | |||||||||
| PHYSICIAN | 50.0 | 0.0 | $259,073 | $0 | $13,002 | Yes (X) | |||
| HELENA LAX MD | |||||||||
| PHYSICIAN | 50.0 | 0.0 | $221,670 | $0 | $29,400 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,950,618 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $436,430 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $291,673 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 48 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TORCON INC | |||||
| 328 NEWMAN SPRINGS ROAD | RED BANK | NJ | 07701 | CONSTRUCTION | $1,619,872 |
| THOMAS JEFFERSON UNIVERSITY | |||||
| PO BOX 8500 | PHILADELPHIA | PA | 19178 | CLINICAL SERVICES | $1,461,469 |
| EPLUS TECHNOLOGY | |||||
| PO BOX 404398 | ATLANTA | GA | 30384 | IT | $1,212,265 |
| AMERISOURCE BERGEN | |||||
| 27550 NETWORK PLACE | CHICAGO | IL | 60673 | PHARMACY SERVICES | $807,896 |
| TARGET BUILDING CONSTRUCTION | |||||
| 1124 CHESTER PIKE | CRUM LYNNE | PA | 19022 | CONSTRUCTION | $778,598 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 46 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Related Organizations | $3,525,621 | RelatedOrganizationsAmt |
| All Other Contributions | $19,657 | AllOtherContributionsAmt |
| Noncash Contributions | $1,470,417 | NoncashContributionsAmt |
| Total Contributions | $3,545,278 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| NET PATIENT SERVICE REVENUE | 622110 | $60,433,477 | $60,433,477 |
| OTHER HEALTHCARE RELATED REVENUE | 622110 | $422,218 | $422,218 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $60,855,695 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,422,055 | TotalRevenueColumnAmt |
| Exclusion | $2,422,055 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $19,154,842 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $17,244,072 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,910,770 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,910,770 | TotalRevenueColumnAmt |
| Exclusion | $1,910,770 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| CAFETERIA/VENDING REVENUE | 722210 | $328,358 | $328,358 |
| TELEPHONE REVENUE | 900099 | $27,055 | $27,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $355,413 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $69,089,211 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $60,855,695 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $4,688,238 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,724,450 | TotalAmt |
| Program Services | $1,483,027 | ProgramServicesAmt |
| Management And General | $241,423 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,241,137 | TotalAmt |
| Program Services | $31,167,377 | ProgramServicesAmt |
| Management And General | $5,073,760 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,637,800 | TotalAmt |
| Program Services | $1,408,508 | ProgramServicesAmt |
| Management And General | $229,292 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,754,507 | TotalAmt |
| Program Services | $3,228,876 | ProgramServicesAmt |
| Management And General | $525,631 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,665,750 | TotalAmt |
| Program Services | $2,292,545 | ProgramServicesAmt |
| Management And General | $373,205 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,713 | TotalAmt |
| Program Services | $213,033 | ProgramServicesAmt |
| Management And General | $34,680 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,713 | TotalAmt |
| Program Services | $156,273 | ProgramServicesAmt |
| Management And General | $25,440 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,672 | TotalAmt |
| Program Services | $37,505 | ProgramServicesAmt |
| Management And General | $4,167 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $195,880 | TotalAmt |
| Program Services | $168,457 | ProgramServicesAmt |
| Management And General | $27,423 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,779,261 | TotalAmt |
| Program Services | $4,970,165 | ProgramServicesAmt |
| Management And General | $809,096 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,891 | TotalAmt |
| Program Services | $290,587 | ProgramServicesAmt |
| Management And General | $47,304 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,376,630 | TotalAmt |
| Program Services | $1,183,902 | ProgramServicesAmt |
| Management And General | $192,728 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312,597 | TotalAmt |
| Program Services | $268,833 | ProgramServicesAmt |
| Management And General | $43,764 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,541,287 | TotalAmt |
| Program Services | $1,325,507 | ProgramServicesAmt |
| Management And General | $215,780 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,294 | TotalAmt |
| Program Services | $63,893 | ProgramServicesAmt |
| Management And General | $10,401 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $166,512 | TotalAmt |
| Program Services | $143,200 | ProgramServicesAmt |
| Management And General | $23,312 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,741 | TotalAmt |
| Program Services | $26,437 | ProgramServicesAmt |
| Management And General | $4,304 | ManagementAndGeneralAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,022,786 | TotalAmt |
| Program Services | $2,599,596 | ProgramServicesAmt |
| Management And General | $423,190 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,029 | TotalAmt |
| Program Services | $104,945 | ProgramServicesAmt |
| Management And General | $17,084 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $2,369,028 | $2,037,364 | $331,664 | $0 |
| MA MODERNIZATION | $1,874,004 | $1,611,643 | $262,361 | $0 |
| REPAIRS & MAINTENANCE | $1,029,732 | $885,570 | $144,162 | $0 |
| CATERING & MEALS | $635,357 | $546,407 | $88,950 | $0 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $887,874 | TotalAmt |
| Program Services | $761,906 | ProgramServicesAmt |
| Management And General | $125,968 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,250,645 | TotalAmt |
| Program Services | $56,975,556 | ProgramServicesAmt |
| Management And General | $9,275,089 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $530,740 | BOYAmt |
| EOY | $60,038 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,037,024 | BOYAmt |
| EOY | $1,881,338 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,630,970 | BOYAmt |
| EOY | $17,390,700 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,463 | BOYAmt |
| EOY | $236,883 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $981,800 | BOYAmt |
| EOY | $866,801 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $51,867,085 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,405,184 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,075,950 | BOYAmt |
| EOY | $50,461,901 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,831,658 | BOYAmt |
| EOY | $103,649,811 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $4,300,000 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,525,877 | BOYAmt |
| EOY | $41,826,845 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,827,482 | BOYAmt |
| EOY | $220,674,317 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,577,828 | BOYAmt |
| EOY | $10,060,995 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $230,907 | BOYAmt |
| EOY | $249,944 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,054,294 | BOYAmt |
| EOY | $53,764,362 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,863,029 | BOYAmt |
| EOY | $64,075,301 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $99,092,118 | BOYAmt |
| EOY | $129,226,310 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,872,335 | BOYAmt |
| EOY | $27,372,706 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $125,964,453 | BOYAmt |
| EOY | $156,599,016 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $154,827,482 | BOYAmt |
| EOY | $220,674,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,838,566 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,985,577 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $25,810,420 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Hospital | Yes (X) | HospitalInd |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $24,172 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $17,500 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $41,672 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINES 1G & 1I | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR ENDED JUNE 30, 2018, THE ORGANIZATION PAID TWO INDEPENDENT OUTSIDE LOBBYING FIRMS A TOTAL OF $23,800 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, THE HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA, THE AMERICAN MEDICAL REHABILITATION PROVIDERS ASSOCIATION AND THE REHABILITATION AND COMMUNITY PROVIDERS ASSOCIATION 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 $17,872 DURING THE FISCAL YEAR ENDED JUNE 30, 2018. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $26,872,334 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,982,513 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,316,727 | OtherExpendituresAmt |
| Administrative Expenses | $165,414 | AdministrativeExpensesAmt |
| End Year Balance | $27,372,706 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,129,857 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,977,202 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,074,225 | OtherExpendituresAmt |
| Administrative Expenses | $160,500 | AdministrativeExpensesAmt |
| End Year Balance | $26,872,334 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $27,029,884 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$262,524 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,479,054 | OtherExpendituresAmt |
| Administrative Expenses | $158,449 | AdministrativeExpensesAmt |
| End Year Balance | $25,129,857 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,093,699 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $203,950 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,101,659 | OtherExpendituresAmt |
| Administrative Expenses | $166,106 | AdministrativeExpensesAmt |
| End Year Balance | $27,029,884 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $25,608,532 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,737,946 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,088,354 | OtherExpendituresAmt |
| Administrative Expenses | $164,425 | AdministrativeExpensesAmt |
| End Year Balance | $28,093,699 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (true) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (true) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $12,860,000 | OtherCostOrOtherBasisAmt |
| Book Value | $12,860,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $30,101,975 | OtherCostOrOtherBasisAmt |
| Depreciation | $468,915 | DepreciationAmt |
| Book Value | $29,633,060 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $550,000 | OtherCostOrOtherBasisAmt |
| Book Value | $550,000 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,743,888 | OtherCostOrOtherBasisAmt |
| Depreciation | $936,269 | DepreciationAmt |
| Book Value | $6,807,619 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $611,222 | OtherCostOrOtherBasisAmt |
| Book Value | $611,222 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $50,461,901 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| UNRESTRICTED INVESTMENTS | $30,760,682 | F |
| ASSETS WHOSE USE IS LIMITED | $45,396,423 | F |
| PERPETUAL TRUST | $27,372,706 | F |
| INVESTMENT IN WHITEHALL INS. | $120,000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $103,649,811 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $34,248,718 |
| DUE FROM THIRD PARTY | $230,043 |
| OTHER RECEIVABLES | $3,417,216 |
| OTHER ASSESTS | $3,930,868 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $41,826,845 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION LIABILITY | $7,474,800 |
| ACCRUED MALPRACTICE | $5,799,423 |
| DUE TO AFFILIATES | $40,490,139 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $53,764,362 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V; QUESTION 4 | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FUTHERANCE 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, 2018 AND JUNE 30, 2017; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJU'S ENDOWMENTS CONSIST OF 1,056 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 INDIDVUAL 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 $1.4 MILLION AND $1.5 MILLION AS OF JUNE 30, 2018 AND 2017, 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 (UPMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). RATHER, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJU'S 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 TJU'S 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% FOR SCHOLARSHIP FUNDS AND 7% FOR NON-SCHOLARSHIP FUNDS; THE SUM OF WHICH IS ADJUSTED BY AN INFLATION FACTOR. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF ABINGTON IS BASED ON 5% OF THE CALCULATED THREE YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE. | ExplanationTxt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (true) | FinancialAssistancePolicyInd |
| Written Policy | Yes (true) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (true) | FPGReferenceFreeCareInd |
| Percent200 | Yes (X) | Percent200Ind |
| FPG Reference Discounted Care | Yes (true) | FPGReferenceDiscountedCareInd |
Discounted Care Oth Percentage DiscountedCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Discounted Care Other | 500. | DiscountedCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Free Care Medically Indigent | Yes (true) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | false | FinancialAssistanceBudgetInd |
| Annual Community Bnft Report | false | AnnualCommunityBnftReportInd |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,891,684 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,930,105 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,961,579 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07490 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $10,891,684 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $5,930,105 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $4,961,579 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.07490 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $985,890 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $315,756 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $670,134 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01010 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $985,890 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $315,756 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $670,134 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01010 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expns | $11,877,574 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $6,245,861 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $5,631,713 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.08500 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (true) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $2,054,734 | BadDebtExpenseAmt |
| Reimbursed By Medicare | $9,297,417 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $11,632,414 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | -$2,334,997 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (true) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (true) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGEE REHABILITATION HOSPITAL | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1513 RACE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191021177 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.MAGEEREHAB.ORG | WebsiteAddressTxt |
| State License | 135301 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MAGEE REHABILITATION HOSPITAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | false | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | false | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (true) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Prior CHNA Impact | Yes (X) | PriorCHNAImpactInd |
| CHNA Conducted | 15 | CHNAConductedYr |
| Take Into Account Others Input | Yes (true) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | false | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | false | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (true) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | WWW.MAGEEREHAB.ORG | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (true) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 15 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (true) | StrategyPostedWebsiteInd |
| Strategy Website URL | WWW.MAGEEREHAB.ORG | StrategyWebsiteURLTxt |
| Organization Incur Excise Tax | false | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (true) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 200. | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 500. | FPGFamilyIncmLmtDscntCarePct |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Medical Indigency Criteria | Yes (X) | MedicalIndigencyCriteriaInd |
| Insurance Status Criteria | Yes (X) | InsuranceStatusCriteriaInd |
| Underinsurance Stat Criteria | Yes (X) | UnderinsuranceStatCriteriaInd |
| Explained Basis | Yes (true) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (true) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Provided Nonprofit Contact | Yes (X) | ProvidedNonprofitContactInd |
| Includes Publicity Measures | Yes (true) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | www.mageerehab.org | FAPAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP Actions On Nonpayment | Yes (true) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | false | CollectionActivitiesInd |
| Provided Written Notice | Yes (X) | ProvidedWrittenNoticeInd |
| Nondis Emergency Care Policy | false | NondisEmergencyCarePolicyInd |
| No Emergency Care | Yes (X) | NoEmergencyCareInd |
| Prospective Medicare Medicaid | Yes (X) | ProspectiveMedicareMedicaidInd |
| Amounts Generally Billed | false | AmountsGenerallyBilledInd |
| Gross Charges | false | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART V, SECTION B, QUESTION 3I | IN ADDITION TO THE INFORMATION INCLUDED WITHIN THE ORGANIZATION'S MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") REGARDING THE IMPACT OF ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN THE HOSPITAL'S PRIOR CHNA, THE ORGANIZATION ALSO MEASURES OUTCOMES ON AN ANNUAL BASIS AND PROVIDES THIS INFORMATION ON ITS WEBSITE AT THE FOLLOWING URL: HTTPS://MAGEEREHAB.ORG/ABOUT-US/OUTCOMES THIS WEBSITE INCLUDES THE FOLLOWING DATA, WHICH FURTHER ILLUSTRATES THE IMPACT OF THESE ACTIONS TAKEN TO ADDRESS SIGNIFICANT HEALTH NEEDS: - PATIENT OUTCOME DATA FOR YOUNG ADULTS; - PATIENT OUTCOME DATA; - OUTPATIENT THERAPY NETWORK OUTCOME DATA; - SPINAL CORD INJURY OUTCOME DATA; - BRAIN INJURY OUTCOME DATA; - STROKE OUTCOME DATA; - ORTHOPEDICS OUTCOME DATA; AND - MEDICAL REHAB OUTCOME DATA. |
| SCHEDULE H, PART V, SECTION B, QUESTION 5 | WHILE CONDUCTING ITS MOST RECENT CHNA MAGEE TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTEREST OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITY. THE ORGANIZATION'S CHNA INCORPORATES DATA FROM BOTH QUANTITATIVE AND QUALITATIVE SOURCES. THE 2016 CHNA SURVEY WAS CONDUCTED FROM NOVEMBER TO FEBRUARY 2016, AND USED BOTH PRIMARY AND SECONDARY RESEARCH TO ILLUSTRATE AND COMPARE HEALTH TRENDS AND DISPARITIES ACROSS THE REGION. FOR THE PURPOSES OF THE COMMUNITY HEALTH NEEDS ASSESSMENT, THE HOSPITAL FOCUSED ON THE SPECIAL POPULATION SERVED - ADULTS WITH DISABILITIES. PRIMARY RESEARCH SOLICITED INPUT FROM NUMEROUS FORMER MAGEE PATIENTS VIA THE HOSPITAL'S LIFETIME FOLLOW-UP AND OUTPATIENT PROGRAMS AS WELL AS ORGANIZATIONS THAT SERVE ADULTS WITH DISABILITIES. MAGEE CONVENED A WORKING GROUP THAT INCLUDED ADMINISTRATIVE STAFF AND SPECIALLY SELECTED INTERNS UNDER THE ADVISEMENT OF UPPER MANAGEMENT. MEMBERS INCLUDED MEG RIDER (VOLUNTEER AND GUEST SERVICES), MARISSA MONTENEGRO (PUBLIC RELATIONS), MARCI RUEDIGER (DIRECTOR OF PERFORMANCE EXCELLENCE AND SCI MEDICAL HOME PROJECT DIRECTOR), STEPHANIE ROSSMAN (DATA ANALYST OF PERFORMANCE IMPROVEMENT); VOLUNTEER CHNA INTERNS JENNIFER RIOS, SIDDHI MITTAL AND VINCENT EVANGELISTA, AND MAGEE VOLUNTEER DELANO TURNIPSEED. THE WORKING GROUP WAS UNDER ADVISEMENT FROM JACK CARROLL, PRESIDENT AND CEO; STEPHEN DESTEFANO CHIEF FINANCIAL OFFICER; AND RON SIGGS, SENIOR VICE PRESIDENT OF DEVELOPMENT. THE CITY OF PHILADELPHIA RECOMMENDED THAT EACH ORGANIZATION COMPLETING THE CHNA REACH OUT TO THE PENNSYLVANIA DEPARTMENT OF STATE SO THEY COULD REVIEW EACH ORGANIZATIONS PLAN FOR COMMUNITY ASSESSMENT. MEG RIDER REACHED OUT TO DR. MALLYA AND DR. HUGHES TO CONSULT. MEG RIDER SPOKE WITH STEPHANIE KUPPERSMITH, MPH, CHES, POPULATION HEALTH AND SIM PROJECT DIRECTOR AT THE HEALTH INNOVATION CENTER OF THE PENNSYLVANIA DEPARTMENT OF HEALTH. THE SURVEY WAS REVIEWED AND APPROVED. TO ENSURE THE SURVEY'S READABILITY FOR PEOPLE WITH VARYING DEGREES OF ABILITY, THE HOSPITAL RESEARCHED THE AMERICANS WITH DISABILITIES ACT (ADA) GUIDELINES FOR ACCESSIBLE PRINTED MATERIALS AND THE SURVEY WAS FORMATTED IN ACCORDANCE TO THESE REQUIREMENTS, INCLUDING THE USE OF A 14 POINT, EASY-TO-READ, NON-ITALIC, SANS SERIF FONT. SURVEY ------ THE SURVEY, WHICH CONTAINED 47 QUESTIONS, WAS LAUNCHED ON NOVEMBER 12, 2015 AND CLOSED ON FEBRUARY 8, 2016. THE SURVEY WAS DISTRIBUTED AND COLLECTED IN THREE WAYS: 1) ONLINE: THE SURVEY WAS DEVELOPED IN THE ONLINE TOOL SURVEYMONKEY, AND SHARED IN WAVES VIA EMAIL TO INDIVIDUALS AND ORGANIZATIONS SERVING PEOPLE LIVING WITH DISABILITIES. THE FIRST WAVE OF ELECTRONIC SURVEYS WAS EMAILED IN LATE NOVEMBER AND EARLY DECEMBER TO ALL MAGEES PEERS, VOLUNTEERS AND WHEELCHAIR SPORTS TEAMS. MAGEE STAFF WERE ALSO SENT THE LINK TO THE SURVEY AND ASKED TO SHARE WITH PEOPLE LIVING WITH A DISABILITY AND/OR ORGANIZATIONS SERVING INDIVIDUALS WITH DISABILITIES ON DECEMBER 3, 2015, JANUARY 19, 2016, AND FEBRUARY 12, 2016. THE SECOND WAVE OF ELECTRONIC SURVEYS WAS EMAILED TO THE MAYOR'S COMMISSION ON PEOPLE WITH DISABILITIES AND MEMBER ORGANIZATIONS SERVING INDIVIDUALS WITH DISABILITIES. MEMBER ORGANIZATIONS OF THE MAYOR'S COMMISSION INCLUDE THE FOLLOWING: OFFICE OF VOCATIONAL REHABILITATION, LIBRARY FOR THE BLIND, DISABILITY RIGHTS NETWORK OF PENNSYLVANIA, ADRIENNE THEATRE, PHILADELPHIA CORPORATION FOR THE AGING, CHILDREN WITH SPECIAL NEEDS, THE ACADEMY/SIERRA GROUP, I.D.E.A.L. MAGAZINE, PHILADELPHIA PARKS AND RECREATION, CATCH, GATEWAY HEALTH PLAN, BEST BUDDIES, ADDUS-HEATLH CARE, LANGUAGE INTERPRETERS DHCC, PATH, NATIONAL FEDERATION FOR THE BLIND, CCPS JOB CENTER, LITTLE ROC FOUNDATION, HEARING LOSS ASSOCIATION OF PENNSYLVANIA, PENN ELKS HOMES, HISPANIC COMMUNITY SERVICES, JEVS, LIBERTY RESOURCES, AHEDD, BAYADA HEALTH CARE, EPILEPSY FOUNDATION OF EASTER PENNSYLVANIA, PARTNERSHIP FOR COMMUNITY SUPPORTS, ARCHDIOCESE OF PENNSYLVANIA, PNC BANK, TEMPLE EDUCATION, PATF, CITY OF PHILADELPHIA MURAL ARTS PROGRAM, WHEELS INC., BREAKING BARRIERS, U.S. CENSUS BUREAU, VICTOR SUPPORT SERVICES, SCHOOL FOR THE DEAF, BLIND & VISUAL SERVICES, ARCHDIOCESE OF PHILADELPHIA, MAIN LINE HEALTH SERVICES, RIDE/WAY, KRAPF COACHERS, DREXEL UNIVERSITY COLLEGE OF MEDICINE, PENNSYLVANIA CARE ASSOCIATES AND MOSS REHAB. IN ADDITION, THE ONLINE SURVEY WAS ALSO SHARED ON MAGEE'S WEBSITE, TWITTER AND FACEBOOK PAGES REGULARLY. 2) HARD-COPY: PAPER VERSIONS OF THE SURVEY WERE AVAILABLE AT MAGEE'S MAIN HOSPITAL, AS WELL AS MAGEE OUTPATIENT CENTERS. VERSIONS OF THIS SURVEY WERE SHARED WITH ORGANIZATIONS FROM INITIAL ONLINE SURVEY EMAIL BLAST THAT REQUESTED HARD-COPIES. 3) ADMINISTERED: IN THE EVENT THAT THE PERSON WAS UNABLE TO TAKE THE SURVEY WITHOUT ASSISTANCE, MAGEE VOLUNTEERS ADMINISTERED SURVEYS IN PRIVATE SPACES AT THE HOSPITAL AND ITS OUTPATIENT CENTERS. IN TOTAL, 241 PEOPLE COMPLETED THE SURVEY. ALL PERCENTAGES DETAILED IN THE RESULTS SECTION WERE CALCULATED FOR EACH QUESTION TO ACCOUNT FOR QUESTIONS THAT MAY HAVE BEEN SKIPPED OR NOT APPROPRIATE FOR THE PERSON TAKING THE SURVEY. |
| SCHEDULE H, PART V, SECTION B, QUESTIONS 7A | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR MAGEE. THE CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN MAGEE'S WEBSITE: HTTPS://MAGEEREHAB.ORG/ABOUT-US/OUTCOMES/COMMUNITY-NEEDS-ASSESSMENT-REPORT |
| SCHEDULE H, PART V, SECTION B, QUESTION 10A | THE ORGANIZATION'S CHNA INCLUDES IT'S WRITTEN IMPLEMENTATION STRATEGY. THE IMPLEMENTATION STRATEGY INCLUDES INFORMATION WITH RESPECT TO EACH IDENTIFIED COMMUNITY HEALTH NEED AS WELL AS THE OBJECTIVES AND STRATEGIES RELATED TO EACH IDENTIFIED NEED. THE ORGANIZATION'S IMPLEMENTATION STRATEGY IS INCLUDED WITHIN ITS CHNA. THIS DOCUMENT IS MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR MAGEE. THE ORGANIZATION'S CHNA (INCLUDING ITS IMPLEMENTATION STRATEGY) CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED WITHIN MAGEE'S WEBSITE: HTTPS://MAGEEREHAB.ORG/ABOUT-US/OUTCOMES/COMMUNITY-NEEDS-ASSESSMENT-REPORT |
| SCHEDULE H, PART V, SECTION B, QUESTION 11 | AS A RESULT OF ITS MOST RECENTLY CONDUCTED CHNA, MAGEE WAS ABLE TO IDENTIFY SEVERAL HEALTH NEEDS SPECIFIC TO THE COMMUNITIES SERVED, BOTH GEOGRAPHIC AND SPECIAL NEEDS. THESE IDENTIFIED HEALTH NEEDS INCLUDED SUBSTANCE ABUSE SUPPORT; EMPLOYMENT OPPORTUNITIES; RELIABLE, CONSISTENT TRANSPORTATION; ACCESSIBLE HOUSING; ACCESS TO MEDICATIONS; EDUCATION; INJURY AND ILLNESS PREVENTION; AND WELLNESS. DURING THE IMPLEMENTATION PROCESS IT WAS NOTED THAT SOME OF THE HEALTH NEEDS IDENTIFIED WERE BETTER SERVED BY COMMUNITY RESOURCES AND PROGRAMS THAT ALREADY ADDRESSED THOSE NEEDS. THEREFORE, MAGEE FOCUSED ON ITS AREAS OF EXPERTISE TO AVOID DUPLICATION OF SERVICES WITH ACUTE HOSPITALS IN THE GREATER PHILADELPHIA AREA. MAGEE CHOSE THE FOLLOWING THREE HEALTH PRIORITIES WHICH RELATE TO ITS MISSION: 1) EDUCATION; 2) INJURY AND ILLNESS PREVENTION; AND 3) WELLNESS. THESE PRIORITIES ALL SUPPORT ADULTS WITH DISABILITIES WHO ARE LIVING IN THE COMMUNITY, AS WELL AS NEEDS OF THE COMMUNITY AT LARGE. SEVERAL OF THESE ACTIVITIES INVOLVE COMMUNITY PARTNERS. EDUCATION --------- THROUGH THE SURVEY, MAGEE IDENTIFIED A STRONG NEED FOR EDUCATION IN THE SPECIAL POPULATION SERVED. THIS INCLUDED EDUCATION ON LIVING WITH NEW FUNCTIONAL LIMITATIONS, EDUCATION ON NAVIGATING THE HEALTH CARE SYSTEM, AS WELL AS EDUCATION AND SUPPORT FOR FAMILY MEMBERS OF PEOPLE LIVING WITH DISABILITIES. THERE ARE FEW OUTSIDE COMMUNITY RESOURCES THAT PROVIDE THIS TYPE OF EDUCATION. THUS, THERE IS A NEED FOR MORE COMPREHENSIVE EDUCATION OFFERINGS. MAGEE REHABILITATION HOSPITAL OFFERS A VARIETY OF PEER MENTORING PROGRAMS AND SUPPORT GROUPS AIMED AT EDUCATING ADULTS LIVING WITH DISABILITIES AND THEIR FAMILIES. THESE PROGRAMS ARE OPEN TO ALL MEMBERS OF THE COMMUNITY AND ARE NOT LIMITED TO PATIENTS OR FORMER PATIENTS. THE PEER MENTOR PROGRAM AT MAGEE IS DESIGNED TO OFFER SOMEONE WHO IS NEWLY INJURED THE OPPORTUNITY TO TALK WITH A SPECIALLY SELECTED AND TRAINED PERSON WITH A SPINAL CORD INJURY, STROKE, TRAUMATIC BRAIN INJURY OR AMPUTATION WHO HAS RETURNED TO A FULL AND MEANINGFUL LIFE. THE PROGRAM NOT ONLY PROVIDES A SUPPORT SYSTEM AND RESOURCE NETWORK, BUT ALSO PROMOTES INDEPENDENT LIVING TO THE LEVEL THAT IS ATTAINABLE. ANYONE IN THE COMMUNITY, REGARDLESS OF WHETHER OR NOT THEY HAVE BEEN A PATIENT AT THE HOSPITAL, IS ABLE TO BECOME A PEER MENTOR. THIS INVOLVEMENT INCLUDES TRAINING, WHICH PROVIDES EDUCATION FOR PEER MENTORS. WORKING WITH INPATIENTS HAS ALSO BEEN SHOWN TO HELP PEERS REINTEGRATE INTO THE COMMUNITY. ADDITIONALLY, THE PEER MENTOR PROGRAM RECENTLY BEGAN OFFERING SESSIONS VIA SKYPE, TO HELP CIRCUMVENT ANY TRANSPORTATION CHALLENGES THAT MIGHT OTHERWISE KEEP SOMEONE FROM MEETING WITH A PEER. THE FAMILY PEER MENTOR GROUPS ARE SET UP SIMILARLY TO THE INJURY-BASED PEER MENTOR GROUPS. MENTORS ARE FAMILY MEMBERS OF PEOPLE WHO HAVE SUSTAINED A SPINAL CORD INJURY, STROKE OR BRAIN INJURY. THEY ARE VOLUNTEERS WHO ARE SPECIALLY TRAINED TO GUIDE AND PROVIDE INFORMATION AND EXPERIENCES TO FAMILIES AND LOVED ONES OF NEWLY-INJURED INDIVIDUALS. MENTORING CAN BE DONE IN THE FORM OF PARTICIPATING IN THE FAMILY GROUP WHICH IS HELD TWICE MONTHLY AT MAGEE OR CONTACTING A NEW FAMILY BY TELEPHONE OR FACE TO FACE IF POSSIBLE. IN ADDITION TO THE PEER MENTOR PROGRAMS, MAGEE ALSO OFFERS SEVERAL SUPPORT GROUPS OPEN TO THE COMMUNITY THAT ARE DESIGNED TO PROVIDE EDUCATION TO THOSE LIVING WITH DISABILITIES ON HOW TO LIVE A FULL LIFE WITH THEIR NEW FUNCTIONAL LIMITATIONS. THE SPINAL CORD INJURY SUPPORT GROUP PROVIDES EDUCATION, RECREATION AND SUPPORT OPPORTUNITIES TO INDIVIDUALS WITH SPINAL CORD INJURIES. TRADITIONALLY, MEETINGS ARE HELD AT MAGEE ON THE SECOND THURSDAY OF EVERY MONTH, AND REGULAR SOCIAL OUTINGS ARE SCHEDULED. THE AMPUTEE SUPPORT GROUP CONSISTS OF SOCIAL MEETINGS AND EVENTS IN ADDITIONS TO GUEST SPEAKERS ON A VARIETY OF TOPICS. MEETINGS ARE HELD THE SECOND TUESDAY OF EACH MONTH AT MAGEE REHABILITATION HOSPITAL. THERE ARE ALSO COMMUNITY SUPPORT GROUPS FOR PEOPLE WHO HAVE HAD A STROKE OR BRAIN INJURY. THE STROKE CLUB IS A SOCIAL GROUP FOR PEOPLE WHO HAVE HAD STROKES, BUT ALSO PROVIDES A REGULAR EDUCATION COMPONENT. THE CLUB MEETS EVERY MONTH TO SOCIALIZE, SHARE EXPERIENCES AND PROVIDE SUPPORT TO ONE ANOTHER. FOR THOSE WHO HAVE HAD STROKES OR BRAIN INJURIES AND ARE NON-VERBAL, THE APHASIA COMMUNITY SUPPORT GROUP PROVIDES AN OPPORTUNITY TO PRACTICE SPEECH AND LANGUAGE SKILLS IN A SAFE AND SUPPORTIVE ENVIRONMENT; PROVIDES EDUCATION ABOUT APHASIA; AND ENCOURAGES SOCIALIZATION AMONG THE MEMBERS. ADDITIONALLY, THERE ARE ALSO SPECIALTY EDUCATION GROUPS MAGEE OFFERS TO MEMBERS OF THE COMMUNITY. THE SPINAL CORD INJURY AND SEXUALITY EDUCATIONAL SUPPORT GROUP MEETS EVERY OTHER TUESDAY AT MAGEE REHABILITATION HOSPITAL. LASTLY, MAGEE OFFERS "DAY IN THE LIFE VIDEOS" FOR INDIVIDUALS WITH SPINAL CORD INJURIES. THERE ARE FOUR EDUCATIONAL VIDEOS FEATURING ACTUAL ACCOUNTS OF DAILY COMMUNITY SKILLS FROM A PERSON WITH A SPINAL CORD INJURY WHO USES A WHEELCHAIR IN A HOME OR CITY ENVIRONMENT. THE VIDEOS WILL GIVE INDIVIDUALS A FOUNDATION OF SKILLS TO USE WHEN THEY RETURN HOME AND OFFER ADAPTATIONS AND TECHNIQUES THAT HAVE HELPED OTHERS TO BE SUCCESSFUL IN THEIR HOME AND COMMUNITY ENVIRONMENTS. EACH VIDEO INCLUDES DEMONSTRATION BY SOMEONE USING A WHEELCHAIR IN DIFFERENT ENVIRONMENTS. THE TOPICS ADDRESSED IN THESE VIDEOS INCLUDE COOKING AND KITCHEN MOBILITY, HOME MOBILITY, COMMUNITY MOBILITY AND GENERAL HEALTH AND FITNESS. THESE VIDEOS ARE AVAILABLE ON MAGEE'S WEBSITE AND YOUTUBE CHANNEL AS WELL AS THROUGH DVD DISTRIBUTION. EACH OF THESE EDUCATION PROGRAMS AIMED AT INDIVIDUALS LIVING WITH DISABILITIES IN MAGEE'S GEOGRAPHIC COMMUNITY IS OPEN TO THE PUBLIC. THEY ADDRESS A HEALTH NEED OTHERWISE UNMET IN THE AREA. TO BUILD COMMUNITY AWARENESS OF THESE PROGRAMS AND TO EXPAND THEIR REACH, MAGEE REHABILITATION HOSPITAL ADDED A SPECIAL ASK A PEER SECTION TO THE HOSPITAL BLOG AT BLOG.MAGEEREHAB.ORG, WHICH DISCUSSES ISSUES IN THE DISABILITY AND GEOGRAPHIC COMMUNITY. FOR THOSE UNABLE TO ATTEND SUPPORT GROUP MEETINGS OR UNSURE ABOUT MEETING WITH A PEER MENTOR, THIS FORMAT ALLOWS THEM TO ASK THEIR QUESTIONS IN AN ANONYMOUS VENUE AND HAVE THEM ANSWERED BY A TRAINED PEER MENTOR. IN THIS WAY, THE HOSPITAL HOPES TO INCREASE AWARENESS OF THIS SERVICE TO THE COMMUNITY AND EXPAND THE WAYS PEOPLE CAN PARTICIPATE. IN ADDITION TO THESE PROGRAMS, MAGEE HAS CREATED AN ONLINE EDUCATIONAL RESOURCE OF CAREGIVERS, FAMILY MEMBERS AND FRIENDS OF PEOPLE LIVING WITH DISABILITIES. THE CAREGIVER SUPPORT SECTION OF MAGEEREHAB.ORG IS DESIGNED TO ASSIST CAREGIVERS OF PERSONS WITH TRAUMATIC BRAIN INJURY. THIS RESOURCE PROVIDES EDUCATIONAL MODULES TO READ OR VIEW TO INCREASE CAREGIVING KNOWLEDGE. THE CURRENT MODULES AVAILABLE INCLUDE BRAIN PHYSIOLOGY, COMMUNITY RESOURCES AND COPING. WHILE THERE ARE FEW, THERE ARE ALSO COMMUNITY RESOURCES ADDRESSING THESE EDUCATIONAL NEEDS. THE CENTER FOR INDEPENDENT LIVING OF SOUTH CENTRAL PENNSYLVANIA PROVIDES SUPPORTIVE SERVICES TO PERSONS WITH DISABILITIES WHO WISH TO INCREASE OR MAINTAIN THEIR LEVEL OF INDEPENDENCE IN THE COMMUNITY OR AT HOME. ILLNESS AND INJURY PREVENTION ----------------------------- THROUGH THE SURVEY, AS WELL AS RESULTS FROM PUBLIC DATA, MAGEE IDENTIFIED ILLNESS AND INJURY PREVENTION AS A HEALTH NEED FOR THE GEOGRAPHIC COMMUNITY. OF THOSE SURVEYED, ONLY 3% HAVE HAD THEIR DISABILITY SINCE BIRTH, AND A MAJORITY OF THE REMAINING RESPONDENTS INDICATED THEIR DISABILITY WAS CAUSED BY SOMETHING PREVENTABLE. IN ADDITION TO THE PROGRAMS AT MAGEE, THERE IS ALSO A COMMUNITY RESOURCE ADDRESSING THIS NEED. THE PUBLIC HEALTH MANAGEMENT CORPORATION (PHMC) IS A NONPROFIT PUBLIC HEALTH INSTITUTE THAT WORKS TO IMPROVE THE HEALTH OF THE COMMUNITY THROUGH PARTNERSHIPS WITH GOVERNMENT, FOUNDATIONS, BUSINESSES AND COMMUNITY- BASED ORGANIZATIONS. THEY OFFER SERVICES FOR SPECIAL NEEDS POPULATIONS, HEALTH PROMOTIONS, INJURY PREVENTION AND ENVIRONMENTAL HEALTH. IN AN EFFORT TO ADDRESS THIS HEALTH NEED, MAGEE OFFERS THE THINK FIRST PROGRAM. THIS AWARD-WINNING PROGRAM FOR TEENS AND YOUNG ADULTS IS OFFERED TO SCHOOLS AND ORGANIZATIONS IN THE DELAWARE VALLEY, AND STRESSES PREVENTION AND "THINKING FIRST" IN ORDER TO PREVENT PERMANENT BRAIN AND SPINAL CORD INJURIES. THE PROGRAM IS PRESENTED IN ASSEMBLY FORUM TO GROUPS OF YOUNG PEOPLE, RANGING FROM 15 TO 500. THE PROGRAM IS LED BY KEITH NEWERLA AND FEATURES SPEAKERS TELLING FIRSTHAND STORIES OF HOW "THINKING FIRST" COULD HAVE PREVENTED THEIR LIFE-CHANGING INJURY. THE PROGRAM WAS OFFERED TO MORE THAN 70 SCHOOLS AND COMMUNITY GROUPS, AND OFFERED FREE OF CHARGE. THE PROGRAM ANNUALLY REACHES MORE THAN 10,000 INDIVIDUALS AGES 13 TO 19. ANOTHER POTENTIALLY PREVENTABLE, DISABILITY-CAUSING ILLNESS PREVALENT IN THE COMMUNITY IS STROKE. THE PHILADELPHIA COUNTY DEPARTMENT OF HEALTHS PHILADELPHIA COUNTY HEALTH PROFILE 2010 FOUND THAT STROKE IS THE THIRD LEADING CAUSE OF ADULT DEATH IN THE DELAWARE VALLEY, TRAILING BEHIND ONLY HEART DISEASE AND CANCER. TO ADDRESS THIS HEALTH NEED, MAGEE REHABILITATION HO |
| SCHEDULE H, PART V, SECTION B, QUESTION 16 | THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR MAGEE. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY IS MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. THE FINANCIAL ASSISTANCE POLICY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN MAGEE'S WEBSITE: HTTPS://MAGEEREHAB.ORG/ABOUT-US/OUR-STANDARDS/INSURANCE-FINANCIAL-ASSISTAN CE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 4 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| MAGEE RIVERFRONT | ||||
| 1500 SOUTH COLUMBUS BOULEVARD | PHILADELPHIA | PA | 19147 | OUTPATIENT REHABILITATION CENTER |
| MAGEE AT WATERMARK | ||||
| TWO FRANKLIN TOWN BOULEVARD | PHILADELPHIA | PA | 19103 | OUTPATIENT REHABILITATION CENTER |
| MAGEE AT OXFORD VALLEY | ||||
| 400 NORTH BUCKSTOWN ROAD | LANGHORNE | PA | 19047 | OUTPATIENT REHABILITATION CENTER |
| MAGEE OUTPATIENT PHYSICIAN PRACTICE | ||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | OUTPATIENT REHABILITATION CENTER |
Supplemental Information Detail SupplementalInformationDetail (16 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE H, PART I, LINE 3C | IN ADDITION TO THE FEDERAL POVERTY GUIDELINES, MAGEE USES OTHER FACTORS IN DETERMINING ELIGIBILITY CRITERIA FOR FREE AND DISCOUNTED CARE. OTHER FACTORS TO DETERMINE ELIGIBILITY INCLUDE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; AND - UNDERINSURANCE STATUS. ADDITIONAL INFORMATION WITH RESPECT TO MAGEE'S ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE IS OUTLINED BELOW. PATIENTS WHO ARE UNINSURED FOR THE RELEVANT SERVICE AND WHO ARE INELIGIBLE FOR GOVERNMENTAL OR OTHER INSURANCE COVERAGE, AND WHO HAVE FAMILY INCOMES IN EXCESS OF 200%, BUT NOT EXCEEDING 500%, OF THE FPL, WILL BE ELIGIBLE TO RECEIVE FINANCIAL ASSISTANCE IN THE FORM OF A PARTIAL DISCOUNT OFF CHARGES. PATIENTS WHO ARE UNINSURED, INELIGIBLE FOR FREE GOVERNMENTAL COVERAGE IF AVAILABLE, AND HAVE FAMILY INCOMES IN EXCESS OF 200% BUT NOT EXCEEDING 300% OF FPL, SHOULD BE ELIGIBLE TO RECEIVE DISCOUNTED CARE AT NO MORE THAN 30% OF BILLED CHARGES (I.E. AT LEAST A 70% ALLOWANCE) OR, TO THE EXTENT THE PATIENT PROTECTION AND AFFORDABLE CARE ACT (PPACA) LIMITS AMOUNTS CHARGED TO SUCH PATIENTS TO LESS THAN 30% OF BILLED CHARGES, THE PPACA LIMIT, PROVIDED THEY COOPERATE AS AFORESAID. DISCOUNTS OR ALLOWANCES AGAINST BILLED CHARGES SHOULD ALSO APPLY TO ELIGIBLE PATIENTS BETWEEN 300% AND 500% OF FPL; PROVIDED HOWEVER, TO THE EXTENT THE PPACA LIMIT APPLIES TO SUCH PATIENTS, THE AMOUNTS CHARGED TO SUCH PATIENTS SHALL NOT EXCEED THE PPACA LIMIT. ADDITIONAL DISCOUNTS OR ALLOWANCES FOR PREPAYMENT, PROMPT PAYMENT, OR AGREEMENT TO A PAYMENT SCHEDULE MAY BE OFFERED, PROVIDED THEY ARE UNIFORMLY APPLIED. A MEMBER MAY DECIDE BY POLICY THAT PATIENTS WHO WOULD OTHERWISE BE ELIGIBLE FOR DISCOUNTED CARE BASED ON INCOME BETWEEN 200% AND 500% OF FPL BUT WHO HAVE SUFFICIENT AVAILABLE ASSETS TO PAY FOR SERVICES AT FULL CHARGES WITHOUT BECOMING MEDICALLY INDIGENT ARE NOT ELIGIBLE FOR DISCOUNTS OR ALLOWANCES. |
| SCHEDULE H, PART I; QUESTION 6A | NOT APPLICABLE. |
| SCHEDULE H, PART I; QUESTION 7 | WORKSHEET 2 WAS USED FOR THE COST TO CHARGE RATIO. |
| SCHEDULE H, PART II | NOT APPLICABLE. |
| SCHEDULE H, PART III, QUESTIONS 2, 3 & 4 | BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS FINANCIAL STATEMENT, NET OF ACCOUNTS WRITTEN OFF AT CHARGES. WE BELIEVE THAT A PORTION OF OUR BAD DEBTS RESULTS FROM SERVICES PROVIDED TO PATIENTS WHO MEET THE CHARITY CARE GUIDELINES BUT WERE UNABLE OR UNWILLING TO PROVIDE THE APPROPRIATE DOCUMENTATIONS TO ALLOW THAT CLASSIFICATION. BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS FINANCIAL STATEMENTS. THE ORGANIZATION AND ITS AFFILIATES PREPARE AND ISSUE AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE SYSTEM'S ALLOWANCE FOR DOUBTFUL ACCOUNTS (BAD DEBT EXPENSE) METHODOLOGY AND FINANCIAL ASSISTANCE POLICIES ARE CONSISTENTLY APPLIED ACROSS ALL HOSPITAL AFFILIATES. THE ATTACHED TEXT WAS OBTAINED FROM THE FOOTNOTES TO THE AUDITED CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS AFFILIATES. ACCOUNTS RECEIVABLE, ALLOWANCE FOR DOUBTFUL ACCOUNTS, PROVISION FOR BAD DEBT ------------------------------------------------------------------------ TJU RECORDS AN ALLOWANCE FOR DOUBTFUL ACCOUNTS AND BAD DEBT EXPENSE FOR ESTIMATED LOSSES RESULTING FROM NON-PAYMENT FOR ACCOUNTS RECEIVABLE FOR SERVICES TO PATIENTS. TJU ACCOUNTS FOR UNCOLLECTIBLE ACCOUNTS RECEIVABLE BALANCES FROM THIRD-PARTY COMMERCIAL INSURERS AS REDUCTIONS TO NET PATIENT SERVICE REVENUE RATHER THAN BAD DEBT EXPENSE. MANAGEMENT ROUTINELY EVALUATES ACCOUNT COLLECTION HISTORY, ECONOMIC CONDITIONS, AND TRENDS IN HEALTH CARE COVERAGE IN DETERMINING THE SUFFICIENCY OF THE ALLOWANCE FOR DOUBTFUL ACCOUNTS AND PROVISION FOR BAD DEBTS. ACCOUNTS RECEIVABLE ARE WRITTEN OFF AGAINST THE ALLOWANCE FOR DOUBTFUL ACCOUNTS WHEN MANAGEMENT DETERMINES THAT RECOVERY IS UNLIKELY AND COLLECTION EFFORTS CEASE. THE ALLOWANCE FOR DOUBTFUL ACCOUNTS INCREASED BY THE BAD DEBT EXPENSE AND OTHER ADJUSTMENTS OF $93.2 MILLION AND $161.8 MILLION IN 2018 AND 2017, RESPECTIVELY, AND DECREASED DUE TO WRITE-OFFS OF $104.2 MILLION AND $137.0 MILLION IN 2018 AND 2017, RESPECTIVELY. |
| SCHEDULE H, PART III, SECTION B; QUESTION 8 | MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. MEDICARE UNDERPAYMENTS AND BAD DEBT ARE CONSIDERED TO BE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL), BAD DEBT AND ASSOCIATED COSTS ARE COMMUNITY BENEFIT AND 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 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 "THE TERM CHARITABLE IS USED IN SECTION 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 MUST PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS WHO CANNOT PAY FOR SUCH SERVICES. 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 "REMOVED" 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 THE DEPARTMENT OF TREASURY 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'S POSITION. AS OUTLINED IN THE AHA'S 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) 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. FROM THE LATEST DATA PROVIDED BY THE AHA, AS OF 2012, MEDICARE REIMBURSES HOSPITALS ONLY 86 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC"), IN ITS MARCH 2013 REPORT TO CONGRESS, STATES THAT BENEFICIARIES WILL GROW NOTABLY FASTER IN THE NEXT 10 YEARS THAN IN THE PAST DECADE AS THE BABY-BOOM GENERATION AGES INTO THE PROGRAM. IN ADDITION, THE POPULATION AGING INTO THE MEDICARE PROGRAM WILL PRESENT A NEW SET OF CHALLENGES SINCE RISING OBESITY LEVELS PUT THIS POPULATION AT A GREATER RISK THAN PREVIOUS GENERATIONS FOR CHRONIC DISEASE. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 42 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 ELIGIBLE." 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. LIKE MEDICARE UNDERPAYMENT (SHORTFALLS), THERE ALSO 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 40% OF BAD DEBT IS PENDING CHARIT |
| SCHEDULE H, PART III, SECTION B; QUESTION 9B | IN ACCORDANCE WITH MAGEE'S MISSION, THE ORGANIZATION CONSIDERS EACH PATIENT'S ABILITY TO PAY FOR HIS OR HER MEDICAL CARE AND IS COMMITTED TO TREATING PATIENTS WHO HAVE FINANCIAL NEEDS WITH THE SAME DIGNITY AND CONSIDERATION THAT IS EXTENDED TO ALL PATIENTS. THE ORGANIZATION ESTABLISHED FINANCIAL ASSISTANCE AND BILLING/COLLECTION PROCEDURES THAT ARE COMPLIANT WITH APPLICABLE FEDERAL, STATE AND LOCAL LAWS. AS INCLUDED IN ITS FINANCIAL ASSISTANCE POLICY, THE FOLLOWING COLLECTIONS GUIDELINES APPLY TO ALL UNINSURED PATIENTS, WHETHER OR NOT THE PATIENT HAS ESTABLISHED ELIGIBILITY FOR FREE OR DISCOUNTED CARE. ALL INTERNAL EMPLOYEES AND OUTSIDE VENDORS (INCLUDING LAW FIRMS) SHOULD BE INFORMED OF AND BOUND BY MAGEE'S SPECIFIC COLLECTION POLICIES. PAYMENT WILL NOT BE PURSUED IN A MANNER THAT WOULD MAKE THE PATIENT INDIGENT IF SUCCESSFUL. GENERALLY, ABSENT SIGNIFICANT AVAILABLE ASSETS, ANNUAL PATIENT PAYMENTS TOWARD BILLINGS THAT ARE UNREASONABLE IN RELATION TO ANNUAL NET FAMILY INCOME (INCOME LESS EXPENSES) SHOULD NOT BE SOUGHT. LAWSUITS OR OTHER EXTRAORDINARY COLLECTION ACTIONS SUCH AS THE REFERRAL TO THIRD PARTY DEBT COLLECTORS OR REPORTING TO CREDIT AGENCIES, SHOULD NOT BE INSTITUTED UNLESS REASONABLE EFFORTS TO DETERMINE IF A PATIENT QUALIFIES FOR FREE OR DISCOUNTED CARE UNDER MAGEE'S POLICIES HAVE BEEN MADE AND ADEQUATE WRITTEN OPPORTUNITY TO RESOLVE THE UNPAID AMOUNT HAVE BEEN IGNORED OR REJECTED. THE CHIEF EXECUTIVE OFFICER (CEO) PRE-APPROVAL OF ALL LAWSUITS SHOULD BE REQUIRED, AND IT IS RECOMMENDED THAT MAGEE COOPERATE TO ESTABLISH UNIFORM CRITERIA WITH RESPECT TO COLLECTION LITIGATION ISSUES. THE PLACING OF A LIEN ON OR THE SEIZURE OF PROPERTY, OR THE GARNISHMENT OF WAGES, SHOULD NOT BE PERMITTED FOR PATIENTS WHERE THERE IS NO REASONABLE BELIEF THAT THERE IS EITHER INCOME OR ASSETS AVAILABLE TO FULFILL THE PAYMENT OBLIGATION. THE SALE OR FORECLOSURE OF A PRIMARY RESIDENCE WITH A MARKET VALUE OF LESS THAN $250,000 SHALL NOT BE PURSUED EXCEPT IN SPECIAL CIRCUMSTANCES APPROVED IN WRITING BY THE CEO. WHERE APPROPRIATE UNDER APPLICABLE LAW, DEBT COLLECTION MAY BE PURSUED AGAINST FINANCIALLY RESPONSIBLE FAMILY MEMBERS. |
| SCHEDULE H, PART VI; QUESTION 2 | IN AN EFFORT TO ASSESS THE HEALTHCARE NEEDS OF THE COMMUNITY IS SERVES, THE ORGANIZATION CONVENED A WORKING GROUP THAT INCLUDED ADMINISTRATIVE STAFF AND SPECIALLY SELECTED INTERNS UNDER THE ADVISEMENT OF UPPER MANAGEMENT. MEMBERS INCLUDED MEG RIDER (VOLUNTEER AND GUEST SERVICES), MARISSA MONTENEGRO (PUBLIC RELATIONS), MARCI RUEDIGER (DIRECTOR OF PERFORMANCE EXCELLENCE AND SCI MEDICAL HOME PROJECT DIRECTOR), STEPHANIE ROSSMAN (DATA ANALYST OF PERFORMANCE IMPROVEMENT); VOLUNTEER CHNA INTERNS JENNIFER RIOS, SIDDHI MITTAL AND VINCENT EVANGELISTA, AND MAGEE VOLUNTEER DELANO TURNIPSEED. THE WORKING GROUP WAS UNDER ADVISEMENT FROM JACK CARROLL, PRESIDENT AND CEO; STEPHEN DESTEFANO CHIEF FINANCIAL OFFICER; AND RON SIGGS, SENIOR VICE PRESIDENT OF DEVELOPMENT. THIS WORKING GROUP CONSTRUCTED A SURVEY IN ORDER TO COLLECT DATA ON THE FOLLOWING TOPICS: DISABILITY; HEALTH AND SOCIAL SERVICES; INCOME AND EMPLOYMENT; HOUSING AND TRANSPORTATION; TECHNOLOGY AND ASSISTIVE DEVICES; COMMUNITY PARTICIPATION; AND INDIVIDUAL INFORMATION. THE SURVEY, WHICH CONTAINED 47 QUESTIONS, WAS LAUNCHED ON NOVEMBER 12, 2015 AND CLOSED ON FEBRUARY 8, 2016. THE SURVEY WAS DISTRIBUTED AND COLLECTED IN THREE WAYS: ONLINE, HARD COPY, & ADMINISTERED. ONLINE SURVEY RESULTS WERE COLLECTED VIA SURVEYMONKEY, WHICH PROVIDED DETAILED STATISTICS ON RESPONSES. OPEN-ENDED QUESTIONS AND "OTHER" RESPONSES WERE REVIEWED BY WORKING GROUP STAFF AND CATEGORIZED ACCORDINGLY. HARD-COPY AND ADMINISTERED SURVEYS WERE REVIEWED AND ENTERED INTO SURVEYMONKEY BY TRAINED MAGEE VOLUNTEERS AND MARKED AS NON-ELECTRONIC ENTRY. ALL PAPER SURVEYS WILL BE KEPT ON FILE. OPEN-ENDED QUESTIONS AND "OTHER" RESPONSES WERE REVIEWED BY WORKING GROUP STAFF AND CATEGORIZED ACCORDINGLY. AT THE CLOSE OF THE SURVEY, RESULTS FOR EACH QUESTION WERE TABULATED AND MEASURED IN PERCENTAGES. THE HOSPITAL COMPARED THE RESULTS FROM THE SURVEY WITH STATISTICS FROM THE PUBLIC HEALTH MANAGEMENT CORPORATION'S (PHMC) COMMUNITY HEALTH DATABASE, THE DEPARTMENT OF HEALTH FOR PHILADELPHIA COUNTY'S DATABASE AND 2010 CENSUS DATA. FROM THERE, THE HOSPITAL IDENTIFIED THOSE AREAS WHERE STATISTICALLY SIGNIFICANT DIFFERENCES (5%) COULD BE SEEN BETWEEN THE GENERAL POPULATION OF THE GEOGRAPHIC COMMUNITY SERVED AND THE SPECIAL POPULATION SERVED. THESE AREAS WHERE SIGNIFICANT DIFFERENCES BETWEEN THE COMMUNITIES WERE IDENTIFIED, AS WELL AS RESPONSES THAT INDICATED AN UNMET NEED IN THE SPECIAL POPULATION. ONCE THOSE AREAS HAD BEEN IDENTIFIED, THE HOSPITAL PERFORMED CROSS TABULATIONS TO IDENTIFY IF ANY PARTICULAR POPULATIONS IN THE DISABLED COMMUNITY WERE MORE OR LESS IMPACTED BY THESE HEALTH NEEDS, INCLUDING ISSUES BY INJURY/ILLNESS TYPE, FUNCTIONAL LIMITATIONS, AGE RANGES, ZIP CODE AND GENDER. THIS ADDITIONAL ANALYSIS ALLOWED THE ORGANIZATION TO ASSESS THE HEALTHCARE NEEDS OF THE COMMUNITY SERVED AND INFLUENCED SPECIFIC IMPLEMENTATION STRATEGIES FOR THE IDENTIFIED HEALTH NEEDS. |
| SCHEDULE H, PART VI; QUESTION 3 | THE ORGANIZATION INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR PATIENT CARE ABOUT ELIGIBILITY FOR FINANCIAL ASSISTANCE BY WIDELY PUBLICIZING THE AVAILABILITY OF FINANCIAL ASSISTANCE. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(4) THE AVAILABILITY OF FINANCIAL ASSISTANCE IS WIDELY PUBLICIZED IN THE FOLLOWING WAYS: THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY IS AVAILABLE ON THE ORGANIZATION'S WEBSITE. ADDITIONALLY, INFORMATION ON THE FINANCIAL ASSISTANCE POLICY IS ALSO AVAILABLE AT THE HOSPITAL UPON REQUEST AND WITHOUT CHARGE. IT IS ALSO DISCUSSED WITH PATIENTS DURING THE ADMISSIONS PROCESS IF THEY ARE UNINSURED. |
| SCHEDULE H, PART VI; QUESTION 4 | MAGEE REHABILITATION HOSPITAL DEFINES THE COMMUNITY SERVED BY GEOGRAPHY AND SPECIAL POPULATIONS. WITH REGARD TO GEOGRAPHY, THE HOSPITAL PRIMARILY DEFINES ITS COMMUNITY AS PHILADELPHIA COUNTY, SURROUNDING SOUTHEASTERN PENNSYLVANIA COUNTIES, AS WELL AS THE AREAS OF SOUTHERN NEW JERSEY AND DELAWARE. OUR SPECIAL POPULATION SERVED INCLUDES ADULTS WITH DISABILITIES, MANY OF WHOM HAVE INCURRED LIFE-CHANGING INJURIES AND ILLNESS INCLUDING, BUT NOT LIMITED TO, SPINAL CORD INJURY, STROKE, ACQUIRED BRAIN INJURY, AMPUTATION, MAJOR ORTHOPEDIC ISSUES AND OTHERS. FOR THE PURPOSES OF OUR COMMUNITY HEALTH NEEDS ASSESSMENT, THE HOSPITAL FOCUSED ON THE SPECIAL POPULATION SERVED. THESE COMMUNITIES SERVED WERE DEVELOPED USING HISTORICAL DATA, INCLUDING ADMISSIONS, CENSUS INFORMATION AND ZIP CODES. EACH YEAR, THE HOSPITAL TREATS APPROXIMATELY 1,000 INPATIENTS AND 1,700 OUTPATIENTS. OF THOSE INPATIENTS, APPROXIMATELY 27% ARE SEEKING REHABILITATION FOR A STROKE; 25% FOR A SPINAL CORD INJURY; 20% FOR BRAIN INJURY; 17% FOR ORTHOPEDIC REASONS; 7% FOR GENERAL REHABILITATION; AND 4% FOR OTHER TYPES OF REHABILITATION. MAGEE'S PERCENTAGE OF UNINSURED OR MEDICAID RECIPIENTS WAS 16.7%. MAGEE REHABILITATION HOSPITAL SERVES A LARGE COMMUNITY THAT REACHES A WIDE VARIETY OF GEOGRAPHIC AREAS. THE MAJORITY OF PATIENTS COME FROM AREAS GEOGRAPHICALLY CLOSE TO MAGEE, HOWEVER, BECAUSE OF THE TYPE OF PATIENTS SERVED AND THE SPECIALTY NATURE OF OUR PROGRAMS AND SERVICES, MAGEE DRAWS PATIENTS FROM ALL ACROSS THE US. OVER THE PAST TWO YEARS, MAGEE HAS SERVED OVER 5,350 PATIENTS EITHER IN THE HOSPITAL OR IN AN OUTPATIENT SETTING. THE MAJORITY OF THESE PATIENTS (79%) LIVE IN PENNSYLVANIA, WITH PATIENTS COMING FROM NEW JERSEY (17%) AND DELAWARE (2%) AND 15 OTHER STATES. THE MAJORITY OF PATIENTS TREATED BY MAGEE LIVE IN PHILADELPHIA COUNTY. TOTAL POPULATION: THE PRIMARY GEOGRAPHIC AREA SERVED BY MAGEE HAS A TOTAL POPULATION OF 5,965,343 AS DEFINED BY THE METRO STATISTICAL AREA OF PHILADELPHIA, CAMDEN, WILMINGTON, PA, NJ, DE, MD METRO AREA. (2010 US CENSUS DATA). THE FOLLOWING ARE SELECTED KEY INDICATORS OF THE PHILADELPHIA, CAMDEN, WILMINGTON STATISTICAL METRO AREA, WHICH HELPS DEFINE THE COMMUNITY SERVED BY MAGEE. |
| SCHEDULE H, PART VI; QUESTION 5 | MAGEE OFFERS A VARIETY OF INFORMATION PROMOTING THE HEALTH OF THE COMMUNITY THROUGH ITS WEBSITE. THE SECTION ENTITLED "HEALTH FEATURES & EDUCATION" CONTAINS SEVERAL BROAD CATEGORIES WITH SPECIFIC TOPICS ADDRESSING SAFETY AND PREVENTION SUCH AS: THINK FIRST (ANTI-GUN VIOLENCE TAUGHT IN THE SCHOOLS - SEE DETAILS BELOW); INFORMATION ON CONCUSSIONS; TIPS FOR FALLS PREVENTION; COPING WITH CHRONIC PAIN; SAFE LIFTING AND TOOL OPERATION; HOME ACCESSIBILITY; AND HEALTHY EXERCISE AND EATING. THE SECTION ENTITLED "LIVING WITH INJURIES/DISEASE/DISABILITIES" DISCUSSES STROKE WARNING SIGNS; STROKE PREVENTION; STROKE TYPES - RISK FACTORS, AND A VARIETY OF COPING STRATEGIES AND TREATMENT OPTIONS FOR CANCER, EPILEPSY, OSTEOPOROSIS, AND WORKPLACE INJURIES. THIS INFORMATION IS AVAILABLE 24/7 TO THE GENERAL COMMUNITY AT LARGE. MAGEE ALSO HAS A COMMUNITY RESOURCE CENTER - WHICH SUPPLIES REFERENCE MATERIALS, DVDS, AND COMPUTER/INTERNET ACCESS TO ANYONE REQUIRING INFORMATION ON PHYSICAL AND COGNITIVE DISABILITIES PLUS ANY OF THE DISABILITIES NOTED ABOVE. A VARYING ABILITIES FITNESS CENTER IS AVAILABLE AND DESIGNED TO PROVIDE THE DISABLED AND SENIOR AGED AREA COMMUNITY RESIDENTS WITH EXERCISE AND HEALTH CONSCIOUS LIVING COACHING. FEES ARE NOMINAL AND ADJUSTED ACCORDING TO THE PARTICIPANTS' ABILITY TO PAY RE: FEDERAL POVERTY GUIDELINES. MAGEE APPLIES SURPLUS FUNDS TO MAINTAIN STATE OF THE ART REHABILITATION SERVICES INCLUDING THE LATEST IN ROBOTIC THERAPY AND FUNCTIONAL AUGMENTATION EQUIPMENT. FINANCIAL RESOURCES ARE ALSO UTILIZED TO ASSIST EMPLOYEES TO RECEIVE CONTINUING MEDICAL EDUCATION, LICENSING, AND SPECIALTY CERTIFICATIONS WITHIN THEIR RESPECTIVE CLINICAL AREAS. MAGEE OFFERS NUMEROUS YEAR-ROUND, FREE-OF-CHARGE PROGRAMS AND SERVICES TO INPATIENTS, OUTPATIENTS, PLUS FAMILY AND COMMUNITY SUPPORT GROUPS. NON-MAGEE GROUPS FROM THE COMMUNITY SUCH AS ALCOHOLICS ANONYMOUS ARE ALSO WELCOMED TO USE MEETING SPACE FREE-OF-CHARGE. ONE OF MAGEE'S MOST IMPACTFUL CONTRIBUTIONS TO THE GREATER PHILADELPHIA COMMUNITY IS THE THINK FIRST PROGRAM THAT IS CO-SUPPORTED BY THE MAGEE FOUNDATION. THINK FIRST IS A NATIONALLY COORDINATED ASSEMBLY EDUCATION PROGRAM FOR ELEMENTARY SCHOOL CHILDREN AIMED AT PREVENTION OF DISABLING HEAD AND SPINAL CORD INJURIES SECONDARY TO RISK TAKING AND/OR UNSAFE LIFE-STYLE CHOICES. TO REACH A VULNERABLE POPULATION EARLY IN LIFE WE SCHEDULE DYNAMIC PRESENTATIONS AT SCHOOLS CONSISTING OF TESTIMONIALS FROM YOUNG TRAUMA SURVIVORS. MAGEE INVESTS ITS OWN RESOURCES IN SUPPORT OF COMPLEMENTARY THERAPIES THAT ARE NEVER REIMBURSED BY THIRD PARTY INSURANCES. THESE ADDITIONS TO OUR CORE THERAPIES TREAT THE WHOLE MIND/BODY AND EXPEDITE RECOVERY OFTEN REDUCING THE LENGTH OF STAY FOR PATIENTS AND/OR PROVIDING THE WILL AND POSITIVE MENTAL ATTITUDE REQUIRED TO REACH MAXIMUM INDEPENDENCE FOR RETURN TO HOME, SCHOOL, AND/OR THE WORKFORCE. ART THERAPY REINFORCES THE LEARNING AND THE CARRY-OVER OF UPPER EXTREMITY LIMB AND HAND MOBILITY AND FUNCTION WITH DRAWING, SCULPTURE, AND OTHER ACTIVITIES REQUIRING FINE MOTOR SKILLS. LIKEWISE HORTICULTURAL THERAPY FURTHERS FUNCTION GAINS IN MOBILITY AND MOTOR FUNCTION FOR THOSE PATIENTS THAT WILL WANT TO RETURN TO THE COMMUNITY AND THEIR GARDENS OR FOR THE MANY THAT LEARN THIS NEW THERAPEUTIC AND HEALTHY ACTIVITY. THE ACTIVITIES OF DAILY LIVING THAT MUST BE REFINED BOTH DURING AND AFTER INPATIENT DISCHARGE ARE ALL COORDINATED IN A VERY PURPOSEFUL FASHION BY RECREATIONAL THERAPISTS WHO REINFORCE THE MEANING A QUALITY OF LIFE WITHIN THE PATIENT'S HOME AND COMMUNITY FOR YEARS AFTER THE DISABLING ACCIDENT OR ILLNESS. MAGEE PROMOTES COMMUNITY REINTEGRATION WITH ITS LONG HISTORY OF SUPPORT FOR WHEELCHAIR SPORTS WHICH MAINTAINS PHYSICAL FUNCTION AND PROMOTES HEALTHY LIFESTYLES WHILE SIMULTANEOUSLY HEIGHTENING INDEPENDENCE, IMPROVING MENTAL HEALTH, AND EXPANDING THE PARTICIPANTS' OVERALL QUALITY OF LIFE. MAGEE ATHLETES HAVE COMPETED IN REGIONAL, NATIONAL, AND INTERNATIONAL SPORTING EVENTS INCLUDING THE PARALYMPICS HELD EVERY FOUR YEARS AT THE SITE OF THE SUMMER OLYMPIC GAMES. MAGEE SPONSORS ATHLETES IN WHEELCHAIR BASKETBALL, RUGBY, TENNIS, WEIGHT-LIFTING AND COORDINATES WITH MANY PHILADELPHIA AREA COMMUNITY GROUPS TO ENGAGE ATHLETES REGARDLESS OF WHETHER THEY WERE EVER PATIENTS AT MAGEE. FUNDING BY MAGEE SUPPORTS A PHYSICAL MEDICINE AND REHABILITATION PHYSICIAN RESIDENCY PROGRAM THAT IS AFFILIATED WITH JEFFERSON UNIVERSITY IN CENTER CITY, PHILADELPHIA. THROUGH FORMAL AFFILIATION AGREEMENTS, MAGEE TRAINS STUDENTS FROM ACROSS THE COUNTRY IN THE AREAS OF MEDICAL RECORDS MANAGEMENT, INFORMATION TECHNOLOGY, NURSING, PHARMACY, SPEECH AND LANGUAGE PATHOLOGY, AND BOTH PHYSICAL AND OCCUPATIONAL THERAPY. STUDENTS FROM PHILADELPHIA'S DREXEL UNIVERSITY COMPLETE CO-OP AND INTERN ROTATIONS IN VARIOUS ADMINISTRATIVE FIELDS OF STUDY. MAGEE IS ALSO RECOGNIZED AS A LEADING SPINAL CORD INJURY RESEARCH PROGRAM AS WE ARE ONE OF ONLY FOURTEEN FEDERALLY APPROVED MODEL CENTERS FOR THE RESEARCH AND TREATMENT OF SPINAL CORD INJURIES. THE BOARD OF TRUSTEES IS COMPOSED OF CIVIC LEADERS, A CURRENT STATE SENATOR FROM THE COMMONWEALTH OF PENNSYLVANIA, FORMER PATIENTS AND/OR THEIR FAMILY MEMBERS, AND REPRESENTATIVES OF OTHER HEALTHCARE PROVIDER SYSTEMS AND AGENCIES. |
| SCHEDULE H, PART VI; QUESTION 6 | EFFECTIVE JANUARY 5, 2018 THE ORGANIZATION BECAME 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 CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. THOMAS JEFFERSON UNIVERSITY HOSPITAL, 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 ARIA 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. THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH (ALSO KNOWN COLLECTIVELY AS ("JEFFERSON") IS AN ACADEMIC MEDICAL CENTER DEDICATED TO EDUCATING THE HEALTH PROFESSIONALS OF TOMORROW IN A VARIETY OF DISCIPLINES; DISCOVERING NEW TREATMENTS AND THERAPIES THAT WILL DEFINE THE FUTURE OF CLINICAL CARE; AND PROVIDING EXCEPTIONAL PRIMARY CARE THROUGH COMPLEX QUATERNARY CARE TO PATIENTS IN THE COMMUNITIES SERVED THROUGHOUT THE DELAWARE VALLEY. FOUNDED IN 1824 AS JEFFERSON MEDICAL COLLEGE (JMC), AND NOW KNOWN AS SIDNEY KIMMEL MEDICAL COLLEGE AT THOMAS JEFFERSON UNIVERSITY (TJU), THE UNIVERSITY ALSO INCLUDES THE JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES, HEALTH PROFESSIONS, NURSING, PHARMACY, AND POPULATION HEALTH. TJU ENROLLS MORE THAN 3,800 FUTURE PHYSICIANS, SCIENTISTS AND HEALTHCARE PROFESSIONALS. 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. |
| SCHEDULE H, PART VI; QUESTION 6 | 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/DISABILITY OR ABILITY TO PAY. MOREOVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. AMH OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. LANSDALE HOSPITAL CORPORATION ----------------------------- LANSDALE HOSPITAL CORPORATION ("LHC") IS A 140-BED NON-PROFIT ACUTE CARE MEDICAL CENTER LOCATED IN LANSDALE, MONTGOMERY COUNTY, PENNSYLVANIA. LHC IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, LHC 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. LHC OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ABINGTON HEALTH FOUNDATION -------------------------- ABINGTON HEALTH FOUNDATION 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). THROUGH FUNDRAISING ACTIVITIES THE ORGANIZATION SUPPORTS THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. ARIA HEALTH SYSTEM, INC. ------------------------ ARIA HEALTH SYSTEM, INC. ("AHS") IS THE TAX-EXEMPT PARENT OF THE ARIA HEALTH SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS EITHER AHS OR ANOTHER AHS AFFILIATE CONTROLLED BY AHS. THE SYSTEM IS AN INTEGRATED SYSTEM OF HEALTHCARE PROVIDERS THROUGHOUT THE COMMONWEALTH OF PENNSYLVANIA AND IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST ("JHNE") ------------------------------------------------------- JHNE IS COMPRISED OF THREE HOSPITAL CAMPUSES, MULTIPLE OUTPATIENT CENTERS AND A GROWING NETWORK OF PHYSICIANS THAT SERVE THE NORTHEAST PHILADELPHIA AND BUCKS COUNTY COMMUNITIES. JHNE'S JEFFERSON FRANKFORD HOSPITAL IS A 115-BED HOSPITAL FACILITY WHICH OFFERS AN ARRAY OF EMERGENCY, INPATIENT, OUTPATIENT MEDICAL AND SURGICAL SERVICES. ALSO LOCATED ON JEFFERSON FRANKFORD HOSPITAL IS THE HEALTH CENTER CLINIC WHICH HANDLES MORE THAN 5,000 OUTPATIENT CASES PER YEAR, ALONG WITH THE ARIA HEALTH SCHOOL OF NURSING, WHICH OPENED A YEAR AFTER THE HOSPITAL AND IS NOW THE LARGEST HOSPITAL-BASED NURSING SCHOOL IN PENNSYLVANIA. JHNE'S JEFFERSON TORRESDALE HOSPITAL IS A 258-BED HOSPITAL FACILITY THAT OFFERS AN ARRAY OF INPATIENT AND OUTPATIENT MEDICAL, SURGICAL AND EMERGENCY SERVICES. ARIA HEALTH - TORRESDALE IS ALSO A STATE-ACCREDITED LEVEL II TRAUMA CENTER, ONE OF THE ORIGINAL NINE TRAUMA SITES DESIGNATED BY THE COMMONWEALTH OF PENNSYLVANIA. JHNE'S JEFFERSON BUCKS HOSPITAL IS A 112-BED HOSPITAL FACILITY THAT OFFERS AN ARRAY OF EMERGENCY, INPATIENT, OUTPATIENT, MEDICAL AND SURGICAL SERVICES. JHNE IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, JHNE 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, JHNE OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. ARIA HEALTH PHYSICIAN SERVICES ------------------------------ ARIA HEALTH 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 170(B)(1)(A)(III). THE ORGANIZATION SUPPORTS JHNE, A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. ARIA HEALTH ORTHOPAEDICS ------------------------ ARIA HEALTH ORTHOPAEDICS 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). THE ORGANIZATION SUPPORTS JHNE, A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. JEFFERSON HEALTH NORTHEAST FOUNDATION --------------------------------------- JEFFERSON HEALTH NORTHEAST FOUNDATION 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). THIS ORGANIZATION IS ORGANIZED AND OPERATED EXCLUSIVELY TO SUPPORT AND FOR THE BENEFIT OF ARIA HEALTH SYSTEM, INC.; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. KENNEDY HEALTH SYSTEM, INC. --------------------------- KENNEDY HEALTH SYSTEM, INC. ("KHS") IS THE TAX-EXEMPT PARENT OF THE KENNEDY HEALTH SYSTEM ("SYSTEM"). THIS INTEGRATED HEALTHCARE DELIVERY SYSTEM CONSISTS OF A GROUP OF AFFILIATED HEALTHCARE ORGANIZATIONS. THE SOLE MEMBER OR STOCKHOLDER OF EACH ENTITY IS KHS. THE SYSTEM IS AN INTEGRATED SYSTEM OF HEALTHCARE PROVIDERS THROUGHOUT NEW JERSEY AND IS 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 170(B)(1)(A)(VI). KENNEDY UNIVERSITY HOSPITAL, INC. --------------------------------- KENNEDY UNIVERSITY HOSPITAL, INC. ("KUH") IS A NON-PROFIT NEW JERSEY CORPORATION WHICH OWNS AND OPERATES A 607-BED MULTI-CAMPUS HOSPITAL SYSTEM WITH HOSPITAL FACILITIES IN STRATFORD, CHERRY HILL AND TURNERSVILLE (WASHINGTON TOWNSHIP), NEW JERSEY. THE HOSPITAL IS THE MAJOR TEACHING AFFILIATE OF THE ROWAN UNIVERSITY SCHOOL OF OSTEOPATHIC MEDICINE. THE HOSPITAL PROVIDES INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES, AS WELL AS HOME HEALTH, DIALYSIS, RADIATION ONCOLOGY AND REHABILITATION SERVICES, PRINCIPALLY TO RESIDENTS OF CAMDEN AND GLOUCESTER COUNTIES, NEW JERSEY. KUH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, KUH PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX OR ABILITY TO PAY. MOREOVER, IT OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. KENNEDY HEALTH FACILITIES, INC. ------------------------------- KENNEDY HEALTH FACILITIES, INC. IS A NON-PROFIT NURSING HOME CONSISTING OF 190 BEDS (130 LONG-TERM CARE BED AND 60 SUB-ACUTE CARE BEDS). KHF IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). KENNEDY HEALTH CARE FOUNDATION, INC. ------------------------------------ KENNEDY HEALTH CARE FOUNDATION, INC. IS A NOT-FOR-PROFIT CORPORATION WHICH IS RESPONSIBLE FOR THE FUNDRAISING ACTIVITIES OF THE SYSTEM. THE ORGANIZATION IS 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 170(B)(1)(A)(VI). |
| SCHEDULE H, PART VI; QUESTION 6 | KENNEDY MEDICAL GROUP PRACTICE, P.C. ------------------------------------ KENNEDY MEDICAL GROUP PRACTICE, P.C. D/B/A KENNEDY HEALTH ALLIANCE, IS A TAX-EXEMPT PROFESSIONAL CORPORATION AND OPERATES AS A NETWORK OF PRIMARY PHYSICIAN GROUPS AND SPECIALISTS WITH OFFICES LOCATED THROUGHOUT THE SOUTH JERSEY REGION. 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). KENNEDY PROPERTY CORPORATION ---------------------------- KENNEDY PROPERTY CORPORATION IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). KPC IS THE HOLDING COMPANY TO PROVIDE OVERALL PLANNING, MANAGEMENT AND SUPPORT SERVICES FOR ALL OTHER HOSPITAL ENTERPRISE ORGANIZATIONS. STAT MEDICAL TRANSPORT, INC. ---------------------------- STAT MEDICAL TRANSPORT, INC. IS A NOT-FOR-PROFIT AMBULANCE COMPANY WHICH OWNS AND OPERATES AMBULANCES THAT SERVICE THE HOSPITAL AND THE COMMUNITY. THE ORGANIZATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT PURSUANT TO INTERNAL REVENUE CODE 501(C)(3) AND AS A SUPPORTING ORGANIZATION PURSUANT TO INTERNAL REVENUE CODE 509(A)(3). PHILADELPHIA UNIVERSITY ----------------------- PHILADELPHIA UNIVERSITY 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). THE ORGANIZATION FUNCTIONS AS A COMPREHENSIVE UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR THE 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, FASHION, ENGINEERING, HEALTH, MEDICINE, SCIENCE AND TEXTILES - INFUSED WITH THE LIBERAL ARTS. MAGEE REHABILITATION HOSPITAL ----------------------------- MAGEE REHABILITATION IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, MAGEE REHABILITATION PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, MAGEE REHABILITATION OPERATES CONSISTENTLY WITH THE CRITERIA OUTLINED IN IRS REVENUE RULING 69-545. MAGEE REHABILITATION HOSPITAL FOUNDATION ---------------------------------------- MAGEE REHABILITATION HOSPITAL FOUNDATION IS A NOT-FOR-PROFIT CORPORATION WHICH PROVIDES FUNDRAISING AND FINANCIAL SUPPORT TO MAGEE REHABILITATION IN AN EFFORT TO SUPPORT THE ORGANIZATIONS TAX-EXEMPT MISSION. THE ORGANIZATION IS 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 170(B)(1)(A)(VI). FOR-PROFIT HEALTH SYSTEM ENTITIES ================================== 1100 WALNUT ASSOCIATES, LLC --------------------------- 1100 WALNUT ASSOCIATES, LLC IS A LIMITED LIABILITY COMPANY WHICH ENGAGES IN REAL ESTATE ACTIVITY. TMB ENTERPRISE PARTNERSHIP, LLC ------------------------------- TMB ENTERPRISE PARTNERSHIP, LLC IS A PARTNERSHIP OWNED BY ARIA HEALTH SYSTEM AFFILIATES. THIS ORGANIZATION ENGAGES IN REAL ESTATE ACTIVITY. JUNIATA MEDICAL BUILDING PARTNERS, LLC -------------------------------------- JUNIATA MEDICAL BUILDING PARTNERS, LLC IS A PARTNERSHIP OWNED BY ARIA HEALTH SYSTEM AFFILIATES. THIS ORGANIZATION ENGAGES IN REAL ESTATE ACTIVITY. MEDICAL IMAGING ASSOCIATES, LLC ------------------------------- MEDICAL IMAGING ASSOCIATES, LLC IS A PARTNERSHIP WHICH IS OWNED 83% BY ARIA HEALTH SYSTEM; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THIS ORGANIZATION RENTS MEDICAL EQUIPMENT TO SYSTEM AFFILIATES. ATRIUM CORPORATION ------------------ ATRIUM CORPORATION IS A FOR-PROFIT ENTITY WHOSE SOLE SHAREHOLDER IS TJUHS. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS A TAXABLE HOLDING COMPANY PROVIDING OVERSIGHT FOR OWNED FOR-PROFIT SUBSIDIARY ORGANIZATIONS. HEALTHMARK, INC. ---------------- HEALTHMARK, INC. IS A FOR-PROFIT ENTITY WHOSE SOLE SHAREHOLDER IS THE ATRIUM CORPORATION. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION PROVIDES WORKERS COMPENSATION SERVICES AND EMPLOYEE PHYSICALS AND TESTING. JEFFCARE, INC. -------------- JEFFCARE, INC. IS A FOR-PROFIT ENTITY WHOSE SOLE SHAREHOLDER IS TJUHS. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION NEGOTIATES AND COORDINATES MANAGED CARE CONTRACTS AND SUPPORTS JEFFCARE ALLIANCE, LLC. THE ORGANIZATION IS A PHYSICIAN-HOSPITAL ORGANIZATION ("PHO"). JEFFERSON ACUTE CARE PHYSICIANS, P.C. ------------------------------------- JEFFERSON ACUTE CARE PHYSICIANS, P.C. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION PROVIDES MEDICAL SERVICES. JEFFERSON PHYSICIAN SERVICES OF CALIFORNIA, P.C. ------------------------------------------------ JEFFERSON PHYSICIAN SERVICES OF CALIFORNIA, P.C. IS A FOR-PROFIT ENTITY. THE ORGANIZATION WAS ORGANIZED TO PROVIDE TELEMEDICINE SERVICES. TELEMEDICINE SEEKS TO IMPROVE A PATIENT'S HEALTH BY PERMITTING TWO-WAY, REAL TIME INTERACTIVE COMMUNICATION BETWEEN THE PATIENT, AND THE PHYSICIAN OR PRACTITIONER AT THE DISTANT SITE. THIS ORGANIZATION IS CURRENTLY INACTIVE. MID-ATLANTIC MATERNAL FETAL INSTITUTE, INC. ------------------------------------------- MID-ATLANTIC MATERNAL FETAL INSTITUTE, INC. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS CURRENTLY INACTIVE. MID-ATLANTIC MATERNAL FETAL INSTITUTE, PC ----------------------------------------- MID-ATLANTIC MATERNAL FETAL INSTITUTE, PC IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS CURRENTLY INACTIVE. TJU, INC. --------- TJU, INC. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND OPERATING RENTAL SPACE. WALNUT REALTY ------------- WALNUT REALTY IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND OPERATING RENTAL SPACE. 925 WALNUT STREET CORP. ----------------------- 925 WALNUT STREET CORP. IS A FOR-PROFIT ENTITY. THE ORGANIZATION IS LOCATED IN WILMINGTON, DELAWARE. THE ORGANIZATION IS RESPONSIBLE FOR MANAGING AND OPERATING A PARKING GARAGE. SYSTEM SERVICE CORPORATION -------------------------- SYSTEM SERVICE CORPORATION IS A FOR-PROFIT HOLDING CORPORATION LOCATED IN DELAWARE. T.F. DEVELOPMENT, INC. ---------------------- T.F. DEVELOPMENT, INC. IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS SYSTEM SERVICE CORPORATION. THE ORGANIZATION MANAGES RENTAL REAL ESTATE. HEALTH CARE, INC. ----------------- HEALTH CARE, INC. IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS SYSTEM SERVICE CORPORATION. THE ORGANIZATION OPERATES A PHARMACY IN BUCKS COUNTY, PENNSYLVANIA. KENNEDY MANAGEMENT GROUP, INC. ------------------------------ KENNEDY MANAGEMENT GROUP, INC. IS A FOR-PROFIT CORPORATION THAT INVESTS IN FOR-PROFIT BUSINESSES TO FURTHER ITS MISSION. KMG ACCOUNTS FOR INVESTMENTS UNDER THE EQUITY METHOD AND HAS A 50% INTEREST IN THE OPERATIONS OF HEALTHTRAX FITNESS GYM, LLC, A 20% INTEREST IN MAB BUILDING ASSOCIATES, AND A 26% INTEREST IN KHS AMBULATORY SURGERY CENTER, LLC. KMG FILES ITS FEDERAL TAX RETURN IN CONSOLIDATION WITH PROFESSIONAL MEDICAL MANAGEMENT, INC. PROFESSIONAL MEDICAL MANAGEMENT, INC. ------------------------------------- PROFESSIONAL MEDICAL MANAGEMENT, INC. IS A SUBSIDIARY OF KENNEDY MANAGEMENT GROUP, INC. THIS CORPORATION IS A FOR-PROFIT COLLECTION SERVICE COMPANY. KENNEDY ACCESS INCORPORATED --------------------------- KENNEDY ACCESS INCORPORATED IS A FOR-PROFIT CORPORATION WHOSE SOLE SHAREHOLDER IS KENNEDY HEALTH SYSTEM, INC. THE ORGANIZATION IS CURRENTLY INACTIVE. |
| SCHEDULE H, PART VI; QUESTION 6 | JOINT VENTURES ============== RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LP --------------------------------------------- RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LP IS A LIMITED PARTNERSHIP OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 50.49% MAJORITY INTEREST. RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LLC ---------------------------------------------- RIVERVIEW SURGERY CENTER AT THE NAVY YARD, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 51% MAJORITY INTEREST. JEFFERSON UNIVERSITY RADIOLOGY ASSOCIATES, LLC ---------------------------------------------- JEFFERSON UNIVERSITY RADIOLOGY ASSOCIATES, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 80% MAJORITY INTEREST. JEFFERSON COMPREHENSIVE CONCUSSION CENTER, LLC ---------------------------------------------- JEFFERSON COMPREHENSIVE CONCUSSION CENTER, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. HOLDS A 32.5% INTEREST IN AND JEFFERSON UNIVERSITY PHYSICIANS HOLDS A 33.9% INTEREST IN. ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC ------------------------------------------- ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. OWNS A 54% MAJORITY INTEREST. JEFFHEDGE, LLC -------------- JEFFHEDGE, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOLDS A 70% MAJORITY INTEREST. MLJH, LLC --------- MLJH, LLC IS A LIMITED LIABILITY COMPANY OF WHICH THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. HAS A 50% INTEREST. THIS ORGANIZATION WAS CREATED TO INVEST IN PHYSICIANS CARE SURGICAL HOSPITAL, LP, A PENNSYLVANIA LIMITED PARTNERSHIP WHICH OPERATES A SPECIALTY SURGICAL HOSPITAL. GARDEN STATE RADIOLOGY NETWORK, LLC ----------------------------------- GARDEN STATE RADIOLOGY NETWORK, LLC WILL DEVELOP, OWN, OPERATE AND MANAGE A DIAGNOSTIC IMAGING NETWORK FOR THE SYSTEM. KENNEDY HEALTH SYSTEM, INC. HAS A 51% INTEREST IN THE ORGANIZATION. KENNEDY CHERRY HILL SURGICAL CENTER, LLC ---------------------------------------- KENNEDY CHERRY HILL SURGICAL CENTER, LLC IS A LIMITED LIABILITY COMPANY OF WHICH KENNEDY UNIVERSITY HOSPITAL, INC. HAS A 51% INTEREST. THIS ORGANIZATION OPERATES A SURGICAL CENTER. |
| SCHEDULE H, PART VI; QUESTION 7 | NOT APPLICABLE. THE ENTITY IS LOCATED IN PENNSYLVANIA. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH THE COMMONWEALTH OF PENNSYLVANIA. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JACK A CARROLL PHD | ||||||||||||||
| SEC - TRUSTEE - PRESIDENT/CEO | $401,177 | $0 | $0 | $0 | $10,917 | $0 | $11,049 | $0 | $25,060 | $0 | $448,203 | $0 | $0 | $0 |
| DAVID P MCQUAID FACHE | ||||||||||||||
| TRUSTEE | $0 | $0 | $0 | $115,130 | $0 | $321,300 | $0 | $7 | $0 | $0 | $0 | $436,437 | $0 | $0 |
| STEPHEN V DESTEFANO CPA | ||||||||||||||
| TREASURER/CHIEF FINANCIAL OFF | $222,065 | $0 | $0 | $0 | $4,253 | $0 | $12,707 | $0 | $7,942 | $0 | $246,967 | $0 | $0 | $0 |
| GUY FRIED MD | ||||||||||||||
| CHIEF MEDICAL OFFICER | $533,312 | $0 | $0 | $0 | $49,053 | $0 | $15,046 | $0 | $34,906 | $0 | $632,317 | $0 | $0 | $0 |
| RONALD SIGGS | ||||||||||||||
| SVP DEVELOPMENT | $167,326 | $0 | $0 | $0 | $658 | $0 | $9,955 | $0 | $22,630 | $0 | $200,569 | $0 | $0 | $0 |
| ROBERT KAUTZMAN EDD MS RN | ||||||||||||||
| VP CLINICAL SVCS/ CNE | $177,911 | $0 | $0 | $0 | $674 | $0 | $10,077 | $0 | $7,731 | $0 | $196,393 | $0 | $0 | $0 |
| PATRICK ROMMEL DO | ||||||||||||||
| PHYSICIAN | $159,464 | $0 | $174,307 | $0 | $17,980 | $0 | $11,340 | $0 | $12,395 | $0 | $375,486 | $0 | $0 | $0 |
| BRIAN KUCER MD | ||||||||||||||
| PHYSICIAN | $176,502 | $0 | $105,535 | $0 | $7,258 | $0 | $13,948 | $0 | $20,858 | $0 | $324,101 | $0 | $0 | $0 |
| MENDEL KUPFER MD | ||||||||||||||
| PHYSICIAN | $151,786 | $0 | $109,565 | $0 | $132 | $0 | $12,763 | $0 | $20,857 | $0 | $295,103 | $0 | $0 | $0 |
| BARBARA BROWNE MD | ||||||||||||||
| PHYSICIAN | $163,615 | $0 | $75,503 | $0 | $19,955 | $0 | $12,486 | $0 | $516 | $0 | $272,075 | $0 | $0 | $0 |
| HELENA LAX MD | ||||||||||||||
| PHYSICIAN | $155,196 | $0 | $65,582 | $0 | $892 | $0 | $14,387 | $0 | $15,013 | $0 | $251,070 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART VII & SCHEDULE J | TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2017 FORMS W-2. |
| SCHEDULE J, PART I; QUESTION 4A | THE FOLLOWING INDIVIDUAL INCLUDED IN SCHEDULE J, PART II, RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2017 WHICH WAS INCLUDED IN THE INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DAVID P. MCQUAID, $321,300. |
| SCHEDULE J, PART I, QUESTION 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2017 WHICH 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. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $58,024 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp | |
| Securities Publicly Traded | SecuritiesPubliclyTradedGrp | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (3 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MEDICAL EQUIPMENT | 1 | $423,533 | FMV |
| Yes (X) | COMPUTER EQUIPMENT | 1 | $6,300 | FMV |
| Yes (X) | RENOVATIONS | 1 | $982,559 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B) | FormAndLineReferenceDesc |
| Explanation | THE NUMBER REPORTED IN SCHEDULE M, PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS. THE ITEMS INCLUDED WITHIN SCHEDULE M WERE CONTRIBUTED BY MAGEE REHABILITATION HOSPITAL FOUNDATION; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | MAGEE REHABILITATION HOSPITAL ("MAGEE") IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, MAGEE PROVIDES HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION 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. OUR MISSION: ------------ THE ORGANIZATION'S MISSION IS TO IMPROVE THE QUALITY OF LIFE OF PERSONS WITH DISABILITIES BY PROVIDING HIGH QUALITY PHYSICAL AND COGNITIVE REHABILITATION SERVICES. MAGEE'S MISSION COMBINES CLINICAL SERVICE DEDICATED TO RESTORING THE INDIVIDUAL'S HIGHEST LEVEL OF INDEPENDENT FUNCTIONING. COMMUNITY INVOLVEMENT THROUGH ADVOCACY, OUTREACH, AND SUPPORT TO IMPROVE THE QUALITY OF LIVES OF INDIVIDUALS WITH DISABILITIES. EDUCATION EFFORTS DRIVEN TO EDUCATE HEALTHCARE PROVIDERS AND THE COMMUNITY IN ALL THE ASPECTS OF REHABILITATION CARE AND RESEARCH IN CHALLENGING ESTABLISHED NORMS AND FORGING NEW GROUND IN REHABILITATIVE SERVICES. OUR VISION: ----------- 1) TO BE THE PREEMINENT, INDEPENDENT PROVIDER OF PHYSICAL AND COGNITIVE REHABILITATION SERVICES WITHIN THE GLOBAL MARKET. 2) TO BE THE NATIONAL LEADER FOR REHABILITATION EXCELLENCE AND INNOVATION IN THE DELIVERY OF CARE AND PATIENT SAFETY, CONTINUALLY IMPROVING QUALITY AND THE PATIENT CARE EXPERIENCE. 3) TO PROVIDE EXEMPLARY CLINICAL CARE THAT SETS A WORLD COMMUNITY STANDARD FOR EXCELLENCE AS MEASURED BY OUTCOMES. 4) TO BE THE EMPLOYER OF CHOICE, PROVIDING A HIGHLY REWARDING ENVIRONMENT FOR OUR EMPLOYEES THUS ATTRACTING AND RETAINING THE MOST COMPETENT, PRODUCTIVE WORK FORCE. OUR VALUES: ----------- AT THE ROOT OF ALL OF MAGEE'S ACCOMPLISHMENTS, ARE THE VALUES, AND MORE SPECIFICALLY THE TRAITS AND BEHAVIORS, OF THE MAGEE ASSOCIATES. AS FUNDAMENTAL AS THIS IS, A COMMITTED FOCUS ON THESE TRAITS AND BEHAVIORS IS A PREREQUISITE FOR CONSTANTLY IMPROVING THE QUALITY THAT IS LINKED TO OUR CLINICAL AND CUSTOMER SERVICE PERFORMANCE. OUR VALUES MUST BECOME INGRAINED WITHIN US ALL SUCH THAT, FROM DAY ONE AT MAGEE, OUR ASSOCIATES WILL DELIVER VALUE THROUGH REACH. RESPECT - PROFESSIONALLY INTERACTS WITH OTHERS BY BEING OPEN-MINDED, CULTURALLY AWARE, COURTEOUS AND UNDERSTANDING AND APPRECIATIVE OF OTHERS. EXCELLENCE - PROVIDES AN EXCEPTIONAL EXPERIENCE TO EVERY CUSTOMER (PATIENT OR COLLEAGUE) BY BEING ADAPTABLE, INNOVATIVE, ACCOUNTABLE, CONTINUALLY IMPROVING SELF, TEAM AND OTHERS. ATTITUDE - ATTITUDE IS A COMPASSIONATE, POSITIVE, ENCOURAGING, A PROBLEM-SOLVER, COMMITTED AND DETERMINED. COLLABORATION - PROMOTES OPPORTUNITIES TO WORK TOGETHER BY ENGAGING ALL MEMBERS OF OUR ORGANIZATION AND PARTNERS THROUGH EFFECTIVE TEAM COMMUNICATION, WILLINGNESS TO LISTEN AND RECOGNIZING THE IMPORTANCE OF EACH INDIVIDUAL'S CONTRIBUTIONS. HOSPITALITY FRIENDLY, HELPFUL, WELCOMING AND COMFORTING. BACKGROUND ---------- THE FIRST CHAPTER: ANNA JUSTINA MAGEE WAS A FIFTH GENERATION DESCENDANT OF JOHANN CHRISTIAN AND CHRISTINA KNEASS WHO ARRIVED IN PHILADELPHIA FROM ROTTERDAM IN SEPTEMBER 1753. MISS MAGEE WAS BORN ON JANUARY 21, 1843, THE FOURTH DAUGHTER AND ONE OF SEVEN CHILDREN OF JAMES AND CAROLINE MAGEE. JAMES MAGEE AND HIS BUSINESS PARTNER GEORGE TABER MANUFACTURED SADDLERY HARDWARE AT 4TH AND MARKET STREETS, AND FOUND A VERY POPULAR OUTLET FOR THEIR GOODS IN NEW ORLEANS. AS THEIR SOUTHERN TRADE FLOURISHED, THEY INVESTED IN LANDS IN THE SOUTHERN STATES. SOON, THEY FORMED ANOTHER FIRM BEARING THE MAGEE NAME IN NEW ORLEANS WHILE CONTINUING TO DO BUSINESS IN PHILADELPHIA. THE SECOND CHAPTER: JAMES MAGEE RETIRED FROM THE BUSINESS IN 1847 TO PURSUE OTHER INTERESTS. KNOWN AS THE FATHER OF THE PENNSYLVANIA RAILROAD, HE WAS ONE OF ITS INCORPORATORS AND FIRST DIRECTORS. BESIDES OTHER RAILROAD INTERESTS, HE FOUNDED AND SERVED AS THE FIRST PRESIDENT OF WESTMORELAND COAL COMPANY. HE WAS ON ITS BOARD OF DIRECTORS UNTIL HIS DEATH IN 1878. DURING THE SAME PERIOD, HE WAS A VESTRYMAN OF ST. STEPHEN'S EPISCOPAL CHURCH AT 19 SOUTH 10TH STREET IN PHILADELPHIA, WHERE ANNA MAGEE ALSO WORSHIPED AND, IN TRIBUTE TO HER FATHER, LATER BECAME ONE OF ITS MAJOR BENEFACTORS. THE THIRD CHAPTER: AS AN ADULT MISS MAGEE WAS ACTIVE IN MANY RELIGIOUS AND CIVIC ORGANIZATIONS, INCLUDING THE ACORN CLUB, THE PHILADELPHIA SOCIETY OF COLONIAL DAMES OF AMERICA, THE PHILADELPHIA CHAPTER OF THE DAUGHTERS OF THE AMERICAN REVOLUTION, THE ASSOCIATE COMMITTEE OF WOMEN TO THE BOARD OF TRUSTEES OF THE PENNSYLVANIA SCHOOL OF INDUSTRIAL ART, AND THE HISTORICAL AND GENEALOGICAL SOCIETIES OF PENNSYLVANIA. DESPITE THESE ACTIVITIES, ANNA MAGEE LIVED VERY PRIVATELY AT 1720 WALNUT STREET UNTIL SHE DIED IN 1923 AT THE AGE OF 80. IN HER WILL, IN MEMORY OF HER PARENTS, SHE ENDOWED THE MAGEE PROFESSORSHIP OF MEDICINE AT THE JEFFERSON MEDICAL COLLEGE. AND, WITH A GIFT OF $1,285,000, SHE ESTABLISHED WHAT IS NOW MAGEE REHABILITATION HOSPITAL. ANNA MAGEE BELIEVED THAT THE CITY'S HOSPITAL WARDS WERE OVERCROWDED BECAUSE NEEDY PATIENTS, ALTHOUGH THEY COULD NOT RESUME THEIR NORMAL OCCUPATIONS OR DUTIES, REMAINED THERE TOO LONG AFTER PASSING THE INITIAL STAGE OF ACUTE ILLNESS OR INJURY. SHE ALSO DID NOT WANT PATIENTS FAMILIES TO BE BURDENED WITH THEIR SUPPORT. SHE ENVISIONED A HOSPITAL FOR CONVALESCENTSONE, SHE STATED THAT SHOULD ENSURE "THE HIGHEST DEGREE OF REASONABLE COMFORT AND HEALTHFULNESS," IN A "STATELY AND DIGNIFIED" BUILDING IN WHICH "NO MONEY SHOULD BE MISUSED FOR ARCHITECTURAL ORNAMENT." THE FOURTH CHAPTER: IN 1954, THE ORPHAN'S COURT OF PHILADELPHIA PERMITTED THE USE OF THE MAGEE TRUST FUND TO ESTABLISH A REHABILITATION CENTER, RULING THAT REHABILITATION WAS NOW SEEN AS A DYNAMIC FORM OF CONVALESCENT CARE AND THAT SUCH SERVICE WAS CONSISTENT WITH THE WISHES OF ANNA MAGEE. THE SEARCH FOR A FOUNDING DIRECTOR OF THE HOSPITAL LED TO H. FRAZER PARRY, M.D., WHO HAD STUDIED WITH DRS. RUSK AND KRUSEN. HE ASSUMED THE POST IN SEPTEMBER 1955, SETTING UP OFFICE SPACE AT 1500 WALNUT STREET WHERE HE WORKED WITH A TEAM TO FIND AN APPROPRIATE BUILDING FOR THE HOSPITAL. A FORMER FACTORY AT 1513 RACE STREET WAS IDEAL BECAUSE OF ITS CENTRAL LOCATION, OPEN FLOOR SPACE, AND RELATIVELY FEW WALLS THAT WOULD HAVE TO BE TAKEN DOWN. THE BUILDING WAS PURCHASED FROM AMERICAN METER COMPANY, AND CONSTRUCTION AND RENOVATIONS BEGAN IN DECEMBER 1956. THE TOTAL COST OF THE PROJECT, WHICH WAS DESIGNED FOR 39 PATIENTS, AMOUNTED TO ABOUT $2.5 MILLION. OPENING CEREMONIES FOR MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS WERE HELD ON MARCH 9, 1958, AND WITH A STAFF OF 30 IN PLACE, THE HOSPITAL, THE FIRST OF ITS KIND IN PHILADELPHIA, BEGAN ADMITTING PATIENTS THE VERY NEXT DAY. IN THE FIRST TWO YEARS, APPROXIMATELY 57 PERCENT OF THE CARE WAS FREE. TODAY: LEADING THE WAY IN INNOVATIVE TECHNIQUES AND REHABILITATION THERAPY FROM THE VERY BEGINNING, MAGEE REHABILITATION IS NOW ACCLAIMED AS ONE OF THE BEST REHABILITATION HOSPITALS IN THE NATION, DUE TO THE VISION OF ANNA MAGEE AND HER LEGACY TO THE COMMUNITY IN THE PHILADELPHIA REGION. WITH OVER 50 YEARS EXPERIENCE IN REHABILITATION CARE, MAGEE STANDS ALONE IN OFFERING OUTSTANDING CARE FOR THE PATIENTS WE ARE PRIVILEGED TO SERVE. |
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | FACTS & FIGURES --------------- U.S. NEWS & WORLD REPORT HAS RANKED MAGEE AS ONE OF THE BEST REHABILITATION HOSPITALS IN THE REGION AND NATION. MAGEE IS ONE OF 14 FEDERALLY DESIGNATED REGIONAL SPINAL CORD INJURY CENTERS. OUR BRAIN INJURY REHAB PROGRAM WAS THE VERY FIRST TO BE ACCREDITED BY THE COMMISSION ON THE ACCREDITATION OF REHABILITATION FACILITIES (CARF). PHILADELPHIA MAGAZINE RECOGNIZES "TOP DOCS" IN THE REGION. DR GUY FRIED, MAGEE'S MEDICAL DIRECTOR HAS BEEN NAMED FOR PHYSICAL MEDICINE AND REHABILITATION, ALONG WITH DR BARBARA BROWN (STROKE), DR CHRISTOPHER FORMAL (SPINAL CORD INJURY) AND DR MENDEL KUPFER. ACCREDITATIONS -------------- CARF-ACCREDITED: MAGEE IS HOME TO THE FIRST CARF-ACCREDITED BRAIN INJURY REHABILITATION PROGRAM IN THE NATION. MAGEE REHABILITATION HAS BEEN ACCREDITED BY CARF FOR ITS MEDICAL REHABILITATION PROGRAMS IN: - COMPREHENSIVE INTEGRATED INPATIENT REHABILITATION - SPINAL CORD REHABILITATION SYSTEM OF CARE - BRAIN INJURY PROGRAM - STROKE PROGRAM IN CONJUNCTION WITH THOMAS JEFFERSON UNIVERSITY HOSPITAL, MAGEE SERVES AS THE FEDERALLY DESIGNATED REGIONAL SPINAL CORD INJURY CENTER OF DELAWARE VALLEY, ONE OF ONLY 14 MODEL CENTERS IN THE COUNTRY. MAGEE'S STROKE PROGRAM HAS BEEN AWARDED CARF'S STROKE SPECIALTY PROGRAM CERTIFICATION. U.S. NEWS & WORLD REPORT: MAGEE HAS ONCE AGAIN BEEN RATED ONE OF AMERICA'S LEADING REHABILITATION HOSPITALS IN U.S. NEWS & WORLD REPORT'S "AMERICA'S BEST HOSPITALS" RANKINGS, BASED ON MAGEE'S REPUTATION WITH REHABILITATION PHYSICIANS. THE JOINT COMMISSION: MAGEE IS ACCREDITED BY THE JOINT COMMISSION, AND IS ACCREDITED WITH FULL STANDARDS COMPLIANCE. SPINAL CORD INJURY REHABILITATION: SINCE 1978, MAGEE HAS PARTNERED WITH THOMAS JEFFERSON UNIVERSITY HOSPITAL TO FORM THE REGIONAL SPINAL CORD INJURY CENTER OF THE DELAWARE VALLEY. COMMUNITY PROGRAMS AND RESOURCES ================================ WHEELCHAIR SPORTS ----------------- MAGEE'S WHEELCHAIR SPORTS PROGRAMS HEIGHTEN INDEPENDENCE AND IMPROVE QUALITY-OF-LIFE. GETTING INVOLVED WITH MAGEE'S SPORTS PROGRAMS HELPS PEOPLE WITH DISABILITIES REACH FOR PERSONAL HEALTH AND WELLNESS GOALS. THE THINK FIRST INJURY PREVENTION PROGRAM VISITS AREA SCHOOLS AND COMMUNITY CENTERS TO TEACH CHILDREN AND YOUNG ADULTS PREVENTION BY "THINKING FIRST" IN ORDER TO AVOID PERMANENT BRAIN AND SPINAL CORD INJURIES. WHEELCHAIR BASKETBALL IS AN EXCITING SPORT OF SKILL AND TEAMWORK, WHETHER YOU'RE AN ATHLETE WITH AN AMPUTEE, A SPINAL CORD INJURY, MULTIPLE SCLEROSIS, OR ANOTHER LOWER EXTREMITY DISABILITY; BASKETBALL IS A GREAT WAY TO GET EXERCISE, HAVE FUN, AND BE CHALLENGED. THE RULES OF WHEELCHAIR BASKETBALL ARE SLIGHTLY MODIFIED TO MAKE THE GAME MORE ACCESSIBLE FROM A SEATED POSITION. TO PLAY THE SPORT ATHLETES MUST BE ABLE TO PUSH A MANUAL WHEELCHAIR INDEPENDENTLY. MAGEE SPONSORS MEMBERS OF THE WHEELCHAIR RACING COMMUNITY IN LOCAL RACES INCLUDING THE PHILADELPHIA MARATHON, ROTHMAN 8K AND BROAD STREET RUN. PARTICIPANTS CAN USE A RACING CHAIR OR HAND CYCLE, DEPENDING ON THE RACE. A SPORT UNLIKE ANY OTHER; MAGEE EAGLES QUAD RUGBY IS AS COMPETITIVE AS IT IS INTENSE! PLAYERS COLLIDE, LITERALLY, AS THE TEAMS OF FOUR SCRAMBLE TO PUSH A VOLLEYBALL DOWN A BASKETBALL COURT THROUGH THEIR OPPONENTS ZONE AND ACROSS THE GOAL LINE. COMPETITION IS LIMITED TO ATHLETES WITH IMPAIRMENTS TO BOTH LOWER AND UPPER LIMBS AND EACH PERSON IS GIVEN A POINT VALUE BASED ON THEIR LEVEL OF FUNCTIONING. TEAMS MAY ONLY FIELD A CERTAIN POINT TOTAL AT ANY GIVEN TIME DURING THE GAME'S FOUR PERIODS. PLAY IS FAST-PACED AND ROUGH AS THE PLAYERS SKILLFULLY NAVIGATE MODIFIED WHEELCHAIRS AROUND THE COURT AND INTO ONE ANOTHER. WHEELCHAIR TENNIS IS A BRILLIANT ADAPTATION TO AN INCREDIBLE GAME. ALMOST NOTHING IS CHANGED FROM THE RULES OF ABLE-BODIED TENNIS. ATHLETES USE THE SAME COURTS, RACQUETS, AND BALLS TO COMPETE; THE ONLY MODIFICATION IS A RULE ALLOWING A SECOND BOUNCE BEFORE A PERSON IN A WHEELCHAIR MUST RETURN THE BALL. SINCE WHEELCHAIR TENNIS IS SO CLOSE TO ABLE-BODIED TENNIS, ATHLETES CAN PRACTICE AND COMPETE WITH FRIENDS AND FAMILY WHO MAY OR MAY NOT USE WHEELCHAIRS. THINK FIRST PROGRAM ------------------- THINK FIRST IS PRESENTED BY TRAINED FACILITATORS SCHOOLS AND COMMUNITY CENTERS AT NO CHARGE. THE PROGRAM BEGINS WITH A HIGH-ENERGY VIDEO IN WHICH SEVERAL YOUNG PEOPLE DESCRIBE THEIR EXPERIENCES AS DISABLED TRAUMA SURVIVORS. A BRIEF ANATOMY DISCUSSION IS THEN GIVEN, SHOWING WHAT PARTS OF THE BODY CAN BE AFFECTED BY THESE INJURIES. THE PROGRAM ALSO INCLUDES SPEAKERS WHO HAVE HAD TRAUMATIC INJURIES AND CAN SPEAK ABOUT THEIR OWN EXPERIENCES WITH THE INJURY AND REHABILITATION PROCESSES. THE PROGRAM IS DESIGNED TO BE INTERACTIVE, ALLOWING STUDENTS TO PARTICIPATE BY VOLUNTEERING TO HELP DEMONSTRATE THE LESSONS, OR BY ASKING QUESTIONS. THINK FIRST STRESSES PREVENTION BY "THINKING FIRST" IN ORDER TO AVOID PERMANENT BRAIN AND SPINAL CORD INJURIES. THE MAIN MESSAGE OF THE THINK FIRST PROGRAM IS THAT YOUNG PEOPLE CAN HAVE A FUN, EXCITING LIFE WHILE TAKING PRECAUTIONS TO AVOID INJURY. SUPPORT GROUPS ============== WHEN THE UNIMAGINABLE HAPPENS TO SOMEONE, IT'S NEARLY IMPOSSIBLE TO IMAGINE A FUTURE. PEER MENTORS AND SUPPORT GROUPS PROVIDE PATIENTS AND CAREGIVERS WITH A PICTURE OF WHAT IS POSSIBLE, AND SHARE TIPS AND RESOURCES THAT HAVE HELPED THEM ALONG THE WAY. PEER MENTORS ARE INDIVIDUALS WHO ARE LIVING WITH A LIFE-CHANGING DISABILITY. PATIENTS HAVE THE OPPORTUNITY TO TALK WITH A MENTOR WHO HAS A SIMILAR DISABILITY WHO IS LIVING A GOOD LIFE. A SUPPORT GROUP IS A PLACE TO LEARN ABOUT THE RESOURCES AVAILABLE TO YOU. MEMBERS HELP EACH OTHER BY SHARING IDEAS AND PRACTICAL SOLUTIONS TO PROBLEMS THAT YOU FACE DAILY. REHABILITATION PROFESSIONALS FROM MAGEE REHABILITATION BRING TO THE GROUP EXPERTISE IN SUPPORTING AN INDIVIDUAL OR CARE GIVER IN ACCESSING AVAILABLE COMMUNITY RESOURCES. PEER MENTOR PROGRAMS -------------------- THE PEER MENTOR PROGRAM AT MAGEE CONSISTS OF SPECIALLY - TRAINED VOLUNTEERS WHO HAVE SURVIVED A SPINAL CORD INJURY, BRAIN INJURY, STROKE OR AMPUTATION AND HAVE LEARNED TO ADJUST TO THEIR DISABILITY. PEER MENTORS ARE MATCHED WITH PATIENTS BASED ON LEVEL OR TYPE OF INJURY, SOCIAL SITUATIONS, AGE, GENDER, MARITAL STATUS, RECREATIONAL INTERESTS, AND VOCATIONAL EXPERIENCE. THERE ARE ALSO SPECIALTY AREAS FOR PEERS WITH EXPERIENCE IN OSTOMIES AND WOUNDS. MAGEE ALSO OFFERS AN ADDICTION MENTOR PROGRAM WHICH IS DESIGNED TO OFFER THOSE WHO STRUGGLE WITH ADDICTION ISSUES THE OPPORTUNITY TO TALK WITH AN EXPERIENCED ADDICTIONS MENTOR. MENTORING RELATIONSHIPS ARE ENCOURAGED TO CONTINUE BEYOND MAGEE. MENTORS CAN HELP WITH A VARIETY OF ISSUES AFTER DISCHARGE, SUCH AS: - CONNECTING FAMILIES AND PATIENTS TO RESOURCES WITHIN THE COMMUNITY (ACCESSIBLE DOCTORS/DENTISTS, RECREATIONAL ACTIVITIES APPROPRIATE TO THE DISABILITY, TRAVEL AND TRANSPORTATION GUIDANCE) - PROVIDING EMOTIONAL SUPPORT DURING THE TRANSITION FROM REHABILITATION TO THE COMMUNITY, OFTEN A DIFFICULT TIME FOR BOTH PATIENTS AND FAMILIES PEER SUPPORT GROUPS ------------------- THERE ARE SEVERAL PEER SUPPORT GROUPS THAT ARE FACILITATED BY VOLUNTEERS OR CARE GIVERS WHO ARE LIVING SUCCESSFULLY WITH A DISABILITY. THESE DIVERSE GROUPS OF PEERS OFFER PERSONAL EXPERIENCE IN ADDITION TO PROVIDING SUPPORT, REASSURANCE AND HELPFUL, PRACTICAL TIPS. |
| CORE FORM, PART VI, SECTION A; QUESTION 4 | EFFECTIVE JANUARY 5, 2018, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE CORPORATE MEMBER OF MAGEE REHABILITATION HOSPITAL ("MAGEE"). TJU IS A NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AND RECOGNIZED AS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TJU AND ITS AFFILIATES INCLUDE A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE INTEGRATION AGREEMENT WAS FINALIZED ON JANUARY 5, 2018. TJU BECAME THE SOLE MEMBER OF MAGEE. ACCORDINGLY, THIS ORGANIZATION'S CERTIFICATE OF INCORPORATION AND BYLAWS WERE AMENDED AND RESTATED TO INCLUDE TJU AS THE ULTIMATE PARENT. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | EFFECTIVE JANUARY 5, 2018, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE CORPORATE MEMBER OF MAGEE REHABILITATION HOSPITAL ("MAGEE"). TJU HAS THE ULTIMATE AUTHORITY AND 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 | EFFECTIVE JANUARY 5, 2018, THE ORGANIZATION BECAME 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'S FEDERAL 990 WAS PROVIDED TO EACH VOTING MEMBER OF ITS GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). AS PART OF THE TAX RETURN PREPARATION PROCESS THE ORGANIZATION 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 ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS OF THE ORGANIZATION AND THE SYSTEM 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 ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS FOR THEIR REVIEW. THE ORGANIZATION'S FINANCE PERSONNEL AND OTHER INDIVIDUALS 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 ORGANIZATION'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS FOR FINAL REVIEW. THEREAFTER, THE CPA FIRM GAVE A FORM 990 SUMMARY PRESENTATION TO THE TJU AUDIT, RISK AND COMPLIANCE COMMITTEE AND THEREAFTER A COMPLETE COPY OF THE FORM 990 WAS MADE AVAILABLE TO THIS ORGANIZATION'S BOARD OF TRUSTEES PRIOR TO FILING. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | EFFECTIVE JANUARY 5, 2018, THE ORGANIZATION BECAME 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 RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT 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 BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | PRIOR TO AMENDING ITS BYLAWS ON JANUARY 5, 2018, THE ORGANIZATION'S BOARD OF TRUSTEES ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWED WHEN IT REVIEWED AND APPROVED THE COMPENSATION AND BENEFITS OF THE ORGANIZATION'S SENIOR MANAGEMENT. THE HOSPITAL PERIODICALLY UTILIZES THE SERVICES OF AN OUTSIDE CONSULTING FIRM THAT SPECIALIZES IN EXECUTIVE LEVEL COMPENSATION. WHEN REVIEWING AND SETTING COMPENSATION FOR SENIOR LEVEL EXECUTIVES, THE GOAL FOR THE SENIOR EXECUTIVE COMPENSATION PROGRAM IS TO PAY AN EXECUTIVE WHO IS FULLY SEASONED IN THE HEALTHCARE ARENA AT THE 50TH PERCENTILE FOR THAT POSITION. ALL COMPENSATION FOR OFFICERS AND KEY EMPLOYEES OF THE HOSPITAL IS APPROVED BY THE BOARD OF TRUSTEES. EFFECTIVE JANUARY 5, 2018, THE ORGANIZATION BECAME 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 IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. |
| CORE FORM, PART VI, SECTION C; QUESTION 19 | THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. |
| CORE FORM, PART VII AND SCHEDULE J | CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD 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 AND SCHEDULE J | 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. DAVID P. MCQUAID CURRENTLY SERVES AS A VOTING BOARD MEMBER OF THE ORGANIZATION'S BOARD OF TRUSTEES. MR. MCQUAID WAS FORMERLY EMPLOYED AS AN OFFICER OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH"), A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. DURING THE CALENDAR YEAR ENDING DECEMBER 31, 2017, MR. MCQUAID RECEIVED COMPENSATION FROM TJUH. PLEASE NOTE, THE REMUNERATION RECEIVED AND THEREFORE INCLUDED WITHIN CORE FORM, PART VII, OF THIS FORM 990 WAS FOR HIS FORMER ROLE AS AN OFFICER OF TJUH 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 | EFFECTIVE JANUARY 5, 2018, THE ORGANIZATION BECAME 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 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 INDIVIDUALS 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 AND CORE FORM, PART I | CERTAIN RECLASSIFICATIONS HAVE BEEN MADE TO THE PRIOR YEAR BALANCES PREVIOUSLY REPORTED TO CONFORM TO THE CURRENT YEAR PRESENTATION. THIS RESTATEMENT HAD NO EFFECT ON THE ORGANIZATION'S NET ASSETS. |
| 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; AND - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D. 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: 23-1252294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - 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 XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - EQUITY METHOD GAIN ON ALTERNATIVE INVESTMENTS - $103,268; - TRADE NAME - $4,300,000; - FIXED ASSET REVALUATION - $16,256,346; - MINIMUM PENSION LIABILITY ADJUSTMENT - $4,650,435; AND - NET CHANGE IN BENEFICIAL INTEREST IN PERPETUAL TRUST - $500,371. |
| CORE FORM, PART XII; QUESTION 2 | EFFECTIVE JANUARY 5, 2018 THE ORGANIZATION BECAME 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, 2018 AND JUNE 30, 2017; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THOMAS JEFFERSON UNIVERSITY'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS JEFFERSON UNIVERSITY | ||||||||||
| 601 WALNUT STREET SUITE 925E | PHILADELPHIA | PA | 19106 | 231352651 | EDUCATION | PA | 501(C)(3) | 509(A)(1) | NA | false |
| TJUH SYSTEM INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 263026795 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJU | false |
| THOMAS JEFFERSON UNIVERSITY HOSPITALS | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232829095 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | TJUH SYSTEM | false |
| JEFFERSON UNIVERSITY PHYSICIANS | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232809585 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | TJUH SYSTEM | false |
| JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 464855345 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(3) | JUP | false |
| JEFFERSON PHYSICIAN SERVICES | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 233026939 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| JEFFERSON MEDICAL CARE | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232858320 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | JPS | false |
| METHODIST ASSOCIATES IN HEALTHCARE INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232678055 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| METHODIST ASSOC IN HEALTHCARE OF NJ PC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 233537847 | HEALTH SVCS. | NJ | 501(c)(3) | 509(A)(2) | MAHC | false |
| JEFFEX INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622009 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| EMERGENCY TRANSPORT ASSOCIATES INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622004 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| WALNUT HOME THERAPEUTICS INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622006 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| SUTHBREIT PROPERTIES LTD | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232214351 | REAL ESTATE | PA | 501(c)(2) | JEFFEX INC | false | |
| ABINGTON HEALTH | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 271243803 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJU | false |
| ABINGTON MEMORIAL HOSPITAL | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 231352152 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| LANSDALE HOSPITAL CORPORATION | ||||||||||
| 100 MEDICAL CAMPUS DRIVE | LANSDALE | PA | 19446 | 263359979 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| ABINGTON HEALTH FOUNDATION | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 232188052 | FUNDRAISING | PA | 501(C)(3) | 509(A)(1) | AH | false |
| ARIA HEALTH SYSTEM | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 232239131 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | TJU | false |
| ARIA HEALTH | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 230596940 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | AHS | false |
| ARIA HEALTH PHYSICIAN SERVICES | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 232691968 | HEALTH SVCS. | PA | 501(C)(3) | 170B1AIII | AHS | false |
| ARIA HEALTH ORTHOPAEDICS | ||||||||||
| 380 NORTH OXFORD VALLEY ROAD | LANGHORNE | PA | 19047 | 460779942 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(2) | AHS | false |
| JEFFERSON HEALTH - NORTHEAST FOUNDATION | ||||||||||
| 2780 BRISTOL PIKE | BENSALEM | PA | 19020 | 237318683 | FUNDRAISING | PA | 501(C)(3) | 509(A)(3) | AH | false |
| PHILADELPHIA UNIVERSITY | ||||||||||
| SCHOOL HOUSE LN AND HENRY AVE | PHILADELPHIA | PA | 19144 | 231352294 | EDUCATION | PA | 501(C)(3) | 509(A)(1) | TJU | false |
| KENNEDY HEALTH SYSTEM INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222442036 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(1) | TJU | false |
| KENNEDY UNIVERSITY HOSPITAL INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 221773439 | HEALTH SVCS. | NJ | 501(C)(3) | HOSPITAL | KHS | false |
| KENNEDY HEALTH CARE FOUNDATION INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 800550282 | FUNDRAISING | NJ | 501(C)(3) | 509(A)(1) | KHS | false |
| KENNEDY PROPERTY CORPORATION | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222442034 | REAL ESTATE | NJ | 501(C)(3) | 509(A)(3) | KHS | false |
| STAT MEDICAL TRANSPORT INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222443981 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | KHS | false |
| KENNEDY HEALTH FACILITIES INC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222442032 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(3) | KHS | false |
| KENNEDY MEDICAL GROUP PRACTICE PC | ||||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 461420853 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(2) | KHS | false |
| MAGEE REHABILITATION HOSPITAL FOUNDATION | ||||||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | 232937749 | FUNDRAISING | PA | 501(C)(3) | 509(A)(1) | MAGEE | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| 1100 WALNUT ASSOC | |||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232332396 | MEDICAL OFFICE | PA | NA |
| JEFF UNIV RAD ASSOC | |||||||
| 840 CRESCENT CTR DR | FRANKLIN | TN | 37067 | 412043518 | HEALTH SVCS. | PA | NA |
| JEFF COMP CONC CTR | |||||||
| 4050 S 26TH ST | PHILADELPHIA | PA | 19145 | 464254983 | HEALTH SVCS. | PA | NA |
| RIVERVIEW SURG CTR LP | |||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263910345 | HEALTH SVCS. | PA | NA |
| RIVERVIEW SURG CTR LLC | |||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263911509 | HEALTH SVCS. | PA | NA |
| ROTHMAN ORTHO SPEC HOSP | |||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 270260289 | HEALTH SVCS. | PA | NA |
| JEFFHEDGE LLC | |||||||
| 1301 2ND AVE | SEATTLE | WA | 98101 | 453214379 | INVESTMENTS | DE | NA |
| JUNIATA MED BLD | |||||||
| 3 VILLAGE RD | HORSHAM | PA | 19044 | 232450132 | MEDICAL OFFICE | PA | NA |
| TMB ENTERPRISE | |||||||
| 3 VILLAGE RD | HORSHAM | PA | 19044 | 232400586 | MEDICAL OFFICE | PA | NA |
| MED IMAGING ASSOC | |||||||
| 2451 GRANT AVE | PHILADELPHIA | PA | 19114 | 232491498 | HEALTH SVCS. | PA | NA |
| GARDEN ST RAD LLC | |||||||
| 1099 WHITE HORSE ROAD | VOORHEES | NJ | 08043 | 471323463 | RADIOLOGY | NJ | NA |
| KENNEDY CH SURG | |||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 472462625 | SURGERY CENTER | NJ | NA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TJU INC | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232146678 | REAL ESTATE | PA | NA | C CORP. | false |
| WALNUT REALTY CO | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232332416 | REAL ESTATE | PA | NA | C CORP. | false |
| ATRIUM CORPORATION | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232075587 | HEALTH SVCS. | PA | NA | C CORP. | false |
| HEALTHMARK INC | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232259593 | HEALTH SVCS. | PA | NA | C CORP. | false |
| JEFFERSON ACUTE CARE PHYSICIANS PC | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 472639286 | HEALTH SVCS. | PA | NA | C CORP. | false |
| JEFFCARE INC | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232830152 | HEALTH SVCS. | PA | NA | C CORP. | false |
| MID-ATLANTIC MATERNAL FETAL INSTITUTE | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232922471 | INACTIVE | PA | NA | C CORP. | false |
| MID-ATLANTIC MATERNAL FETAL INSTITUTE PC | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 223536371 | INACTIVE | NJ | NA | C CORP. | false |
| JEFFERSON PHYSICIAN SVCS OF CALIFORNIA | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 371856786 | INACTIVE | CA | NA | C CORP. | false |
| 925 WALNUT STREET CORP | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 841657497 | REAL ESTATE | PA | NA | S CORP. | false |
| SYSTEM SERVICE CORPORATION | |||||||||
| 1105 N MARKET STREET | WILMINGTON | DE | 19801 | 232218944 | HOLDING CO. | DE | NA | C CORP. | false |
| TF DEVELOPMENT LTD | |||||||||
| 3 VILLAGE ROAD | HORSHAM | PA | 19044 | 232197865 | REAL ESTATE | PA | NA | C CORP. | false |
| HEALTH CARE INC | |||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 200214524 | HEALTH SVCS. | PA | NA | C CORP. | false |
| KENNEDY MANAGEMENT GROUP INC | |||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 223347294 | MANAGEMENT | NJ | NA | C CORP. | false |
| PROFESSIONAL MEDICAL MANAGEMENT INC | |||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 222559690 | COLLECTION SVCS. | NJ | NA | C CORP. | false |
| KENNEDY ACCESS INCORPORATED | |||||||||
| 500 MARLBORO AVENUE | CHERRY HILL | NJ | 08002 | 472661672 | INACTIVE | NJ | NA | C CORP. | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (true) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (true) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| MAGEE REHABILITATION HOSPITAL FOUNDATION | ||
| C | $3,470,421 | COST |
| MAGEE REHABILITATION HOSPITAL FOUNDATION | ||
| E | $1,119,966 | COST |
| THOMAS JEFFERSON UNIVERSITY | ||
| E | $34,068,590 | COST |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | THOMAS JEFFERSON UNIVERSITY ROUTINELY PAYS EXPENSES FOR ITS AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED. | ExplanationTxt |