2019-05-15T12:29:13-05:00 2018-06-30 WithumSmithBrown PC TWO LOGAN SQUARE SUITE 2001 PHILADELPHIA PA 191032726 990 2017-07-01 232691968 ARIA HEALTH PHYSICIAN SERVICES % WILLIAM J DEGNAN ARIA 2156124000 10800 KNIGHTS ROAD PHILADELPHIA PA 191141486 PETER L DEANGELIS JR EVP CFO/CAO 2156124101 2019-05-15 true Scott J Mariani P00642486 2155462140 148.77.36.74 22006220191355000149 2019-05-15 P 3EAB307D2E8AFAB6AF4FCC2E4D32CBEA4C05B2A0 B4F49B62ABB70139397F9A781BA9C9E9BE652F2C 2017 2019-02-21 02:37:17Z RONALD KUMOR 10800 KNIGHTS ROAD PHILADELPHIA PA 191141486 119227881 false X WWW.ARIAHEALTH.ORG X 1992 PA TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO THE MEMBERS OF THE COMMUNITIES SERVED BY JEFFERSON HEALTH - NORTHEAST; A RELATED IRC 501(C)(3) TAX-EXEMPT HOSPITAL ORG. 8 4 764 0 0 0 0 0 110827437 119227881 0 0 891 0 110828328 119227881 0 0 0 0 93200433 91552981 0 0 0 66883629 67546894 160084062 159099875 -49255734 -39871994 74449280 107832329 460450795 533705838 -386001515 -425873509 X TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO MEMBERS OF THE COMMUNITIES SERVED BY ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION, AND TO RECOGNIZE A PATIENT'S RIGHT TO CONSIDERATE AND RESPECTFUL CARE, REGARDLESS OF ABILITY TO PAY. false false 143189886 0 119227881 EXPENSES INCURRED IN PROVIDING exceptional patient care and customer service to members of the communities served by ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION. 143189886 true false false false false false false false false false true false false true true false false true false false true false false false false false false false false true false false false false false false true false false false false false false true false false false true 83 0 true 764 true false false false false false false false false false false X 8 4 false false false false true true true true true false false true true true true true true true true false PA X WILLIAM J DEGNAN 2156124101 10800 KNIGHTS ROAD PHILADELPHIA PA 19114 X EDWARD A TURZANSKI CHAIRMAN - TRUSTEE 1.0 0.0 X X 0 0 0 DEBORAH A DATTE ESQ SECRETARY - TRUSTEE 55.0 0.0 X X 0 517011 56228 WILLIAM DEGNAN TREASURER - TRUSTEE 55.0 0.0 X X 0 254830 36954 JAY W BLUMENTHAL TRUSTEE 1.0 0.0 X 0 0 0 RONALD KUMOR TRUSTEE - PRESIDENT AHPS 55.0 0.0 X X 0 540810 76056 STEVEN LITTLESON TRUSTEE - PRES JHNE (EFF 2/18) 55.0 0.0 X X 0 0 0 AUSTIN A MEEHAN III TRUSTEE 1.0 0.0 X 0 0 0 RAYMOND F SWENSON JR TRUSTEE 1.0 0.0 X 0 0 0 ROBERT J TRUITT LDH TRUSTEE (TERMED 12/17) 1.0 0.0 X 0 0 0 VERONICA M OLIVIERI ASSISTANT SECRETARY 55.0 0.0 X 0 79981 23057 KATHLEEN KINSLOWCRNAEDDMBA CEO JEFFERSON HEALTH NORTHEAST 55.0 0.0 X 0 1249475 364323 LUCA GIORDANO MD FACS DIRECTOR BARIATRIC SURGERY 55.0 0.0 X 703324 0 34988 WILLIAM J HENRY MD OTOLARYNGOLOGIST 55.0 0.0 X 692614 0 38190 MOHAMMAD KHAN MD GASTROINTESTINAL SURGEON 55.0 0.0 X 631565 0 34268 MANOJ MUTTREJA MD CARDILOGIST 55.0 0.0 X 586121 0 34318 CLIFTON R HALL MD ANESTHESIOLOGIST 55.0 0.0 X 516697 0 43440 JOHN ANDREW DEVOE FORMER OFFICER 0.0 0.0 X 0 432598 0 RAFAEL M VILLALOBOS ESQ FORMER OFFICER 0.0 0.0 X 0 304408 0 3130321 3379113 741822 250 true true false OXFORD VALLEY CARDIOLOGY ASSOCIATES 370 MIDDLETOWN BOULEVARD SUITE 510 LANGHORNE PA 19047 MEDICAL 4190701 AMN HEALTHCARE SERVICES INC 12400 HIGH BLUFF DRIVE SAN DIEGO CA 92130 STAFFING 1957224 GLOBAL NEUROSCIENCES INSTITUTE LLC 3100 PRINCETON PIKE LAWRENCEVILLE NJ 08648 MEDICAL 1904580 SCRIBEAMERICA PO BOX 417756 BOSTON MA 022417756 STAFFING 1053908 ADVANCED PHYSICIAN MANAGEMENT SVCS 261 OLD YORK ROAD SUITE 724J JENKINTOWN PA 19046 MEDICAL BILLING 965460 38 0 NET PATIENT SERVICE REVENUE 541900 98040388 98040388 OTHER HEALTHCARE RELATED REVENUE 541900 21187493 21187493 119227881 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 119227881 119227881 X 0 0 0 0 0 0 80880058 72792052 8088006 1723090 1550781 172309 4938466 4444619 493847 4011367 3610230 401137 0 24934 22441 2493 54474 49027 5447 0 0 0 49663208 44696886 4966322 0 362 326 36 1865595 1679035 186560 0 0 4697316 4227584 469732 0 0 260081 234073 26008 0 0 1468842 1321958 146884 6433636 5790272 643364 MEDICAL SUPPLIES 2197357 1977621 219736 0 DUES, LICENSE & SUBSCRIPTIONS 421862 379676 42186 0 RECRUITMENT 202792 182513 20279 0 REPAIRS & MAINTENANCE 103074 92767 10307 0 153361 138025 15336 159099875 143189886 15909989 0 9152 8884 3829746 2166804 0 0 11137088 17744783 0 0 0 0 0 0 0 0 656538 633054 14880518 11777205 3428580 3103313 0 0 0 0 3674410 3752333 0 0 51713766 80423158 74449280 107832329 108558335 17305964 0 0 0 0 0 0 0 0 0 0 0 0 0 0 351892460 516399874 460450795 533705838 X -386001515 -425873509 0 0 0 0 -386001515 -425873509 74449280 107832329 -39871994 X X false true X true false X 14410573 11777205 2633368 469945 469945 3103313 DUE FROM AFFILIATES 78823158 OTHER RECEIVABLES 1600000 80423158 0 DUE TO AFFILIATES 511865818 OTHER LIABILITIES 4534056 516399874 Central America and the Caribbean Program Services FINANCIAL VEHICLE 6921641 6921641 6921641 false false false false false false SCHEDULE F, PART I DURING THE YEAR ENDED JUNE 30, 2018, ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, PAID CASSATT INSURANCE COMPANY, LTD., A FINANCIAL VEHICLE, MALPRACTICE PREMIUM PAYMENTS IN THE AMOUNT OF $6,921,641 ON BEHALF OF AND FOR THE BENEFIT OF THIS ORGANIZATION. X X X X X true true false false false false false true false DEBORAH A DATTE ESQ SECRETARY - TRUSTEE 0 358987 0 109110 0 48914 0 48124 0 8104 0 573239 0 25269 WILLIAM DEGNAN TREASURER - TRUSTEE 0 214464 0 39514 0 852 0 15413 0 21541 0 291784 0 0 RONALD KUMOR TRUSTEE - PRESIDENT AHPS 0 407969 0 125842 0 6999 0 54701 0 21355 0 616866 0 0 KATHLEEN KINSLOWCRNAEDDMBA CEO JEFFERSON HEALTH NORTHEAST 0 836018 0 285187 0 128270 0 347755 0 16568 0 1613798 0 79958 LUCA GIORDANO MD FACS DIRECTOR BARIATRIC SURGERY 487668 0 211966 0 3690 0 13500 0 21488 0 738312 0 0 0 WILLIAM J HENRY MD OTOLARYNGOLOGIST 442071 0 247914 0 2629 0 16200 0 21990 0 730804 0 0 0 MOHAMMAD KHAN MD GASTROINTESTINAL SURGEON 585982 0 27192 0 18391 0 13500 0 20768 0 665833 0 0 0 MANOJ MUTTREJA MD CARDILOGIST 388285 0 179237 0 18599 0 13500 0 20818 0 620439 0 0 0 CLIFTON R HALL MD ANESTHESIOLOGIST 497441 0 0 0 19256 0 18900 0 24540 0 560137 0 0 0 JOHN ANDREW DEVOE FORMER OFFICER 0 0 0 0 0 432598 0 0 0 0 0 432598 0 0 RAFAEL M VILLALOBOS ESQ FORMER OFFICER 0 0 0 0 0 304408 0 0 0 0 0 304408 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2017 FORMS W-2. SCHEDULE J, PART I; QUESTION 4A THE FOLLOWING INDIVIDUALS INCLUDED IN SCHEDULE J, PART II, RECEIVED A SEVERANCE PAYMENT DURING CALENDAR YEAR 2017 WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN ANDREW DEVOE, $432,598 AND RAFAEL M. VILLALOBOS, ESQ., $304,408. SCHEDULE J, PART I; QUESTION 4B THE AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE PARTICIPATION IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE: DEBORAH A. DATTE, ESQ., $25,269 AND KATHLEEN KINSLOW, CRNA, EDD, MBA, $79,958. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DEBORAH A. DATTE, ESQ., $35,624; RONALD KUMOR, $41,201 AND KATHLEEN KINSLOW, CRNA, EDD, MBA, $71,876. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN A TJU RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THE INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KATHLEEN KINSLOW, CRNA, EDD, MBA, $224,879. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2017 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. SCHEDULE J, PART II, COLUMN F THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDE VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE PREVIOUSLY REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEAR'S FORMS 990. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED IN EACH INDIVIDUAL'S 2017 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: DEBORAH A. DATTE, ESQ., $25,269 AND KATHLEEN KINSLOW, CRNA, EDD, MBA, $79,958. JEFFREY TRUITT MD FAMILY MEMBER OF TRUSTEE 407404 EMPLOYEE false KATHLEEN M KUMAR FAMILY MEMBER OF TRUSTEE 14376 EMPLOYEE false CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 ARIA HEALTH SYSTEM, INC. ("AHS") IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF AHS. 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 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO AND MADE AVAILABLE TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING OF THE FORM 990 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 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT OF INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE AUDIT, RISK AND COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARDS EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTIONS OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD 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 STEVEN LITTLESON, A TRUSTEE OF THE ORGANIZATION, WAS HIRED AS THE PRESIDENT OF ARIA HEALTH D/B/A JEFFERSON HEALTH - NORTHEAST EFFECTIVE FEBRUARY 18, 2018. IN ACCORDANCE WITH THE FEDERAL FORM 990 INSTRUCTIONS, THERE IS NO COMPENSATION REPORTED FOR THIS INDIVIDUAL, AS THE TAXABLE COMPENSATION REPORTED HEREIN IS FOR THE CALENDAR YEAR ENDED DECEMBER 31, 2017. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD MEMBERS 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, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 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. TJU'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:48451479 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING FEES TOTAL FEES:987605 FORM 990 PART IX LINE 11G DESCRIPTION:ADMINISTRATIVE FEES TOTAL FEES:113327 FORM 990 PART IX LINE 11G DESCRIPTION:BILLING & COLLECTION FEES TOTAL FEES:110797 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 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 1513 RACE STREET PHILADELPHIA PA 19102 231476328 HEALTH SVCS. PA 501(C)(3) HOSPITAL TJU false 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 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 false false false false true false false false false false true false false true true true false true true SCHEDULE R, PART V 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.