2018-05-14T12:25:34-05:00 2017-06-30 WithumSmithBrown PC TWO LOGAN SQ STE 2001 PHILADELPHIA PA 191032726 990 2016-07-01 230596940 ARIA HEALTH % WILLIAM J DEGNAN ARIA 2156124000 10800 KNIGHTS ROAD PHILADELPHIA PA 19114 MICHAL WALSH SVP/CFO 2156124101 2018-05-14 true Scott J Mariani P00642486 2155462140 2016 2022-09-23 18:48:47Z JEFFERSON HEALTH - NORTHEAST KATHLEEN KINSLOWCRNAEDDMBA 10800 KNIGHTS ROAD PHILADELPHIA PA 19114 502871415 false X WWW.ARIAHEALTH.ORG X 1903 PA TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO MEMBERS OF THE COMMUNITIES SERVED BY THE HOSPITALS & TO RECOGNIZE A PATIENT'S RIGHT TO CONSIDERATE & RESPECTFUL CARE. 28 20 3795 174 631460 -347977 395391 1219394 489208710 466661315 4154959 24220243 5250139 10770463 499009199 502871415 0 18000 0 0 240540842 237721009 0 0 0 221316431 211731519 461857273 449470528 37151926 53400887 782747998 981589786 233696000 255612529 549051998 725977257 X TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO MEMBERS OF THE COMMUNITIES SERVED BY THE HOSPITALS, AND TO RECOGNIZE A PATIENT'S RIGHT TO CONSIDERATE AND RESPECTFUL CARE, REGARDLESS OF ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. false false 32176618 0 29119333 EXPENSES INCURRED IN PROVIDING MEDICALLY NECESSARY OPERATING AND SURGICAL 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. 19517048 0 30751458 EXPENSES INCURRED IN PROVIDING EMERGENCY AND MEDICALLY NECESSARY EMERGENCY DEPARTMENT 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. 17350696 0 5295052 EXPENSES INCURRED IN PROVIDING PHARMACY 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. COMMUNITY BENEFIT STATEMENT. 335480916 18000 406790525 404525278 true true false true false false false false false true true false true true true false false true false false true false false false false false true true true false true false false false false false false false false true false false false true true true false false false true 110 0 true 3795 true true true false false false false false false false false false X 28 20 true false true false true true true true true false false true true true true true true true true true true 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 TRISTA WALKER VICE CHAIR - TRUSTEE 1.0 0.0 X X 0 0 0 BENJAMIN SANCHEZ ESQ SECRETARY - TRUSTEE 1.0 0.0 X X 0 0 0 EDWARD F MCKENNA JR TREASURER - TRUSTEE 1.0 0.0 X X 0 0 0 GARY A AARONSON DO TRUSTEE 1.0 0.0 X 0 0 0 JAY W BLUMENTHAL TRUSTEE 1.0 0.0 X 0 0 0 HELEN BOSLEY TRUSTEE 1.0 0.0 X 0 0 0 MELVIN CHERRY TRUSTEE 1.0 0.0 X 0 0 0 PETE CIARROCCHI JR TRUSTEE 1.0 0.0 X 0 0 0 MICHELLE CONLEY RN TRUSTEE - CNO 55.0 0.0 X X 367059 0 61614 THOMAS A CORCORAN MD TRUSTEE 55.0 0.0 X 0 92450 4699 ELI F DWECK MD TRUSTEE 1.0 0.0 X 0 0 0 PETER J FARANO MD TRUSTEE 55.0 0.0 X 0 369101 22853 SANDRA L GOMBERG RN MSN TRUSTEE-PRESIDENT (EFF 7/1/16) 55.0 0.0 X X 531262 0 34733 CLIFTON R HALL MD TRUSTEE 55.0 0.0 X 0 461514 40405 GEORGE KEELS TRUSTEE 55.0 0.0 X 0 0 0 KATHLEEN KINSLOWCRNAEDDMBA TRUSTEE - CEO 55.0 0.0 X X 1196982 0 142969 KENT C LUFKIN TRUSTEE 1.0 0.0 X 0 0 0 SEAN MCMENAMIN TRUSTEE 1.0 0.0 X 0 0 0 AUSTIN A MEEHAN III TRUSTEE 1.0 0.0 X 0 0 0 JOHN C MITKUS TRUSTEE 1.0 0.0 X 0 0 0 FRANK PORRAZZA TRUSTEE 1.0 0.0 X 0 0 0 JOIE SMITH TRUSTEE 1.0 0.0 X 0 0 0 JOSEPH A SMITH TRUSTEE 1.0 0.0 X 0 0 0 ALLEN E LORD TERZIAN MD TRUSTEE 1.0 0.0 X 0 0 0 ROBERT J TRUITT LDH TRUSTEE 1.0 0.0 X 0 0 0 THOMAS TYLER TRUSTEE 1.0 0.0 X 0 0 0 GERALD WYDRO MD TRUSTEE 55.0 0.0 X 0 423572 34817 VERONICA OLIVIERI ASSISTANT SECRETARY 55.0 0.0 X 80053 0 21756 JOHN ANDREW DEVOE SVP/CFO (TERMED 7/18/16) 55.0 0.0 X 688149 0 20364 RICHARD GALUP MBA MS OTRL SVP OPERATIONS & PRESIDENT AHO 55.0 0.0 X 536490 0 70959 RONALD KUMOR SVP NTWK DEV & PRES/CEO AHPS 55.0 0.0 X 528682 0 75934 STANTON SEGAL MD CMO (TERMED 10/26/16) 55.0 0.0 X 515714 0 34829 RAFAEL M VILLALOBOS ESQ CHIEF LEGAL CNSL (TERM 8/5/16) 55.0 0.0 X 426249 0 20583 DORINDA CAROLINA CHIEF HUMAN RESOURCES OFFICER 55.0 0.0 X 332190 0 57579 DANIEL WALSH CHIEF INFORMATION OFFICER 55.0 0.0 X 334090 0 31907 WILLIAM DEGNAN VP FINANCE 55.0 0.0 X 275187 0 35751 STEPHEN BOFF CHIEF COMPLIANCE OFFICER 55.0 0.0 X 270419 0 14810 FRANK CONGDON AVP REVENUE CYCLE 55.0 0.0 X 222078 0 24031 KAREN SOBCZAK CLINICAL DIRECTOR 55.0 0.0 X 217565 0 20688 6522169 1346637 771281 232 false true false ALLSCRIPTS HEALTHCARE LLC 8529 SIX FORKS ROAD RALEIGH NC 27615 IT 5015815 SODEXO OPERATIONS LLC PO BOX 360170 PITTSBURG PA 15251 FOOD MANAGEMENT 4980319 HARMELIN MEDIA 525 RIGHTERS FERRY ROAD BALA CYNWYD PA 19004 ADVERTISING 1733558 GLOBALSTAR CONSULTING LLC 3005 MOMENTUM PLACE CHICAGO IL 60689 CONSULTING 1185525 FDR SERVICES CORP 44 NEWMANS COURT HEMPSTEAD NY 11550 LAUNDRY 1141224 114 X 1219394 320000 1219394 NET PATIENT SERVICE REVENUE 541900 450449124 450449124 SCHOOL OF NURSING REVENUE 541900 4071172 4071172 IPE, LLC QUALITY CARE REVENUE 541900 1864713 1864713 OTHER HEALTHCARE RELATED REVENUE 541900 10276306 9644846 631460 466661315 17993042 17993042 0 0 3221617 3221617 0 3221617 3221617 6227201 6227201 6227201 6227201 0 0 0 0 0 0 4716 0 4716 4716 CAFETERIA/DIETARY 900099 1886582 1886582 PHARMACY 446110 5657548 5295052 362496 7544130 502871415 471324907 631460 29695654 18000 18000 0 0 0 5744150 5169735 574415 0 0 197890971 178101873 19789098 6358065 5722258 635807 14427457 12984711 1442746 13300366 11970330 1330036 2112448 1901203 211245 914098 822688 91410 229636 206672 22964 29353 26418 2935 0 288637 259773 28864 27595556 24836001 2759555 0 2039902 1835912 203990 10864884 9778396 1086488 0 0 24219379 21797441 2421938 0 0 521337 469203 52134 874642 787178 87464 0 27947200 25152480 2794720 12790859 11511773 1279086 MEDICAL SUPPLIES 80415876 72374288 8041588 REPAIRS & MAINTENANCE 15020252 13518227 1502025 FOOD & RELATED EXPENSES 2287613 2058852 228761 DUES & SUBSCRIPTIONS 1108613 997752 110861 2471234 2224113 247121 449470528 404525277 44945251 0 X 17609 18889 13072319 14686382 0 0 44772206 40805547 0 0 0 0 0 0 6791209 5881789 8114302 7562442 745367250 481663501 197427818 263703749 0 0 0 0 138202366 156333066 0 0 374350169 492597922 782747998 981589786 39546488 27032081 0 0 911311 835559 0 0 0 0 0 0 0 0 0 0 193238201 227744889 233696000 255612529 X 546915219 718172426 2136779 7804831 0 0 549051998 725977257 782747998 981589786 X 53400887 5736301 117788071 X X false true X true true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 29353 29353 false SCHEDULE C, PART II-B; LINE 1I THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY PAYS ALL LOBBYING EXPENDITURES ON BEHALF OF ALL AFFILIATES WITHIN THE SYSTEM AND ALLOCATES A PERCENTAGE OF THESE EXPENDITURES TO VARIOUS AFFILIATES. THESE LOBBYING EXPENDITURES INCLUDE (1) PAYMENT TO AN OUTSIDE INDEPENDENT FIRM AND (2) AN ALLOCATED PORTION OF THE DUES PAID TO THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA AND THE AMERICAN HOSPITAL ASSOCIATION. THE AMOUNT ALLOCATED TO THIS ORGANIZATION ATTRIBUTABLE TO LOBBYING ACTIVITY FOR THE YEAR ENDED JUNE 30, 2017 IS $29,353. 1181160 409054 388650 1201564 4183842 569821 3572503 1181160 23240000 23240000 298820455 136807227 162013228 27912448 25049898 2862550 392523985 319806376 72717609 2870362 2870362 263703749 BOARD DESIGNATED INVESTMENTS 23935284 F ASSETS LIMITED AS TO USE 6733638 F LONG-TERM INVESTMENTS 90654741 F OTHER INVESTMENTS 35009403 F 156333066 DUE FROM AFFILIATES 398073928 FOUNDATION 52704930 OTHER RECEIVABLES 1881735 OTHER ASSETS 39937329 492597922 0 DUE TO AFFILIATES 97225043 NOTES PAYABLE - AFFILIATES 63669188 ESTIMATED THIRD-PARTY LIABILITY 15918917 ACCRUED PENSION LIABILITY 46585460 OTHER LIABILITIES 4346281 227744889 Central America and the Caribbean 1 1 Program Services FINANCIAL VEHICLE 12245324 1 1 1 1 12245324 12245324 true false false false false false SCHEDULE F, PART I THIS ORGANIZATION PAID CASSATT INSURANCE COMPANY, LTD., A FINANCIAL VEHICLE, MALPRACTICE PREMIUM PAYMENTS IN THE AMOUNT OF $20,166,409 DURING THE FISCAL YEAR ENDED JUNE 30, 2017. ADDITIONALLY, THIS ORGANIZATION PAID CASSATT INSURANCE COMPANY, LTD., MALPRACTICE PREMIUMS IN THE AMOUNT OF $7,921,085 FOR THE BENEFIT OF THE FOLLOWING RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS: - ARIA HEALTH PHYSICIAN SERVICES - $6,643,082; AND - ARIA HEALTH ORTHOPAEDICS - $1,278,003. THE AMOUNTS INCLUDED ABOVE ARE REIMBURSED TO ARIA HEALTH. IN ADDITION, THESE TAX-EXEMPT AFFILIATES REPORT THEIR RESPECTIVE MALPRACTICE PREMIUM PAYMENTS ON SCHEDULE F OF THEIR FEDERAL FORMS 990. true true X true X false true true false false 25894614 11786171 14108443 0.03140 16556191 14393998 2162193 0.00480 42450805 26180169 16270636 0.03620 61692 61692 0.00010 2829617 2829617 0.00630 9017939 9017939 0.02010 11909248 11909248 0.02650 54360053 26180169 28179884 0.06270 true 15733715 2871403 109115653 102806455 6309198 X true true 3 1 ARIA HEALTH - FRANKFORD 4900 FRANKFORD AVENUE PHILADELPHIA PA 19124 WWW.ARIAHEALTH.ORG 061801 X X X X 1 2 ARIA HEALTH - BUCKS 380 NORTH OXFORD VALLEY ROAD LANGHORNE PA 19047 WWW.ARIAHEALTH.ORG 061801 X X X X 1 3 ARIA HEALTH - TORRESDALE 10800 KNIGHTS ROAD PHILADELPHIA PA 19114 WWW.ARIAHEALTH.ORG 061801 X X X X 1 ARIA HEALTH 13 false false true X X X X X X X X X 15 true true false true X WWW.ARIAHEALTH.ORG X true 15 false true false true X 150. 0. X X X true true X X X true X WWW.ARIAHEALTH.ORG X WWW.ARIAHEALTH.ORG X WWW.ARIAHEALTH.ORG X X X X X true X false X X X true false false SCHEDULE H, PART V, SECTION B; LINE 3I THE ORGANIZATION'S MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") COVERS THE THREE-YEAR PERIOD JUNE 30, 2016 - JUNE 30, 2018. DURING THE FIRST YEAR OF THIS CHNA; THE ORGANIZATION ASSESSED THE SIGNIFICANT HEALTH NEEDS WITHIN ITS COMMUNITY. THE HEALTH NEEDS OF THE COMMUNITY WERE IDENTIFIED AND PRIORITIZED. SUBSEQUENTLY, THE ORGANIZATION IDENTIFIED EXISTING PROGRAMS AND IMPLEMENTED NEW PROGRAMS TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED. ON AN ANNUAL BASIS THE ORGANIZATION UPDATES ITS CHNA IMPLEMENTATION PLAN TO INCLUDE THE IMPACT OF ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED IN ITS MOST RECENTLY CONDUCTED CHNA. PLEASE REFER TO THE IMPLEMENTATION PLAN (YEAR 2) ATTAHCED TO THIS FEDERAL FORM 990 FOR ADDITIONAL INFORMATION REGARDING THE IMPACT OF THE ACTIONS TAKEN TO ADDRESS THE SIGNIFICANT HEALTH NEEDS IDENTIFIED. SCHEDULE H, PART V, SECTION B, QUESTION 5 IN ITS MOST RECENTLY CONDUCTED COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") ARIA HEALTH ("ARIA") TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTED OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITIES. ACCORDING TO ITS CHNA, ARIA OBTAINED PRIMARY AND SECONDARY DATA FROM MULTIPLE SOURCES. PRIMARY DATA WAS COLLECTED THROUGH INTERVIEWS WITH LEADERS OF COMMUNITY-BASED ORGANIZATIONS WHO REPRESENT THE NEEDS OF THE COMMUNITY, LOCAL PUBLIC HEALTH OFFICIALS AND THROUGH HEALTH-RELATED SURVEYS OF COMMUNITY RESIDENTS. MEMBERS OF THE COMMUNITY WERE ASKED TO PROVIDE THEIR INSIGHT INTO THE HEALTH ISSUES AFFECTING THE PEOPLE LIVING IN ARIAS SERVICE AREA. THESE INCLUDED MEMBERS OF THE HEALTH DEPARTMENTS, PHYSICIANS, INSURERS, AND COMMUNITY SERVICE ORGANIZATIONS. INCLUDED AS APPENDIX A IN THE CHNA, THE ORGANIZATION IDENTIFIES THE FOLLOWING INDIVIDUALS/ORGANIZATIONS WHO WERE INTERVIEWED IN AN EFFORT TO OBTAIN INPUT FROM PERSONS WHO REPRESENT THE BROAD INTERESTS OF THE COMMUNITY SERVED: 1) BUCKS COUNTY HEALTH DEPARTMENT EXPERTISE IN HEALTH NEEDS OF THE BUCKS COUNTY RESIDENTS; 2) PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH EXPERTISE IN THE HEALTH NEEDS OF PHILADELPHIA COUNTY RESIDENTS; 3) BUCKS COUNTY ARA AGENCY ON AGING EXPERTISE IN HEALTH NEEDS SPECIFIC TO OLDER ADULTS; 4) BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP EXPERTISE IN HEALTH NEEDS OF THE UNINSURED IN BUCKS COUNTY AND BARRIERS TO RECEIVING APPROPRIATE CARE; 5) COMMUNITY CARE CENTER OF THE NORTHEAST EXPERTISE IN THE HEALTH NEEDS SPECIFIC TO OLDER ADULTS AND RESOURCES AVAILABLE TO PROVIDE ASSISTANCE TO LOW-INCOME OLDER ADULTS IN NORTHEAST PHILADELPHIA; 6) COMMUNITY PHYSICIANS EXPERTISE IN THE NEEDS OF PATIENTS (ESPECIALLY LOW-INCOME AND DISADVANTAGED POPULATIONS) IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY; AND 7) KEYSTONE FIRST EXPERTISE IN THE HEALTH NEEDS OF PHILADELPHIA COUNTY RESIDENTS AND HEALTH RESOURCES IN PHILADELPHIA COUNTY. IN ADDITION TO PERFORMING KEY INFORMATION INTERVIEWS DESCRIBED ABOVE, ARIA ALSO SENT OUT A COMMUNITY HEALTH AND WELLNESS STUDY SURVEY TO OVER 5,900 RESIDENTS OF ARIAS SERVICE AREA IN AN EFFORT TO OBTAIN ADDITIONAL INSIGHT AND INFORMATION. SCHEDULE H, PART V, SECTION B, QUESTION 6A ARIA HEALTH INCLUDES THREE HOSPITAL FACILITIES, ARIA HEALTH FRANKFORD, ARIA HEALTH BUCKS AND ARIA HEALTH TORRESDALE. THESE THREE HOSPITAL FACILITIES WORKED TOGETHER TO CREATE THE ORGANIZATIONS CHNA. THEREFORE, ARIAS CHNA TAKES INTO ACCOUNT THE PRIMARY SERVICE AREA OF THESE HOSPITAL FACILITIES AND DEFINES THE ARIA HEALTH COMMUNITY AS THE SERVICE AREA THAT STRETCHES FROM KENSINGTON AND PORT RICHMOND THROUGH NORTHEAST PHILADELPHIA AND INTO LOWER BUCKS COUNTY. THIS PRIMARY SERVICE AREA IS FURTHER DEFINED WITHIN THE ORGANIZATIONS CHNA. SCHEDULE H, PART V, SECTION B, QUESTION 7A THE ORGANIZATION IS AN AFFILIATE WITHIN ARIA HEALTH ("ARIA"); A MEMBER 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 ARIA. THE CHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN ARIA'S WEBSITE: WWW.ARIAHEALTH.ORG/COMMUNITY-HEALTH/COMMUNITY-HEALTH-DASHBOARD SCHEDULE H, PART V, SECTION B, QUESTION 11 THROUGH THE CHNA PROCESS, ARIA IDENTIFIED A NUMBER OF HEALTH NEEDS IN THE COMMUNITY. HIGH RATES OF OBESITY, DIABETES AND HYPERTENSION, POOR NUTRITION, AND LOW EXERCISE WERE PREVALENT, ALONG WITH ACCESS TO CARE ISSUES, AND HIGH-RISK BEHAVIORS SUCH AS SMOKING. ADDITIONALLY, ARIA ALSO SERVES A NUMBER OF DISADVANTAGED COMMUNITIES THAT ARE DISPROPORTIONATELY AFFECTED BY THESE ISSUES. AFTER THE COMPLETION OF THE CHNA NEEDS WERE PRIORITIZED ACROSS THE SERVICE AREA AND ACCOUNTED FOR BY LEVEL OF NEED, BARRIERS TO CARE, KNOWN DISPARITIES AND RESOURCES AVAILABLE. ADDITIONALLY, ARIA TOOK INTO ACCOUNT THE EXPERTISE AND RESOURCES THAT ARIA CAN PROVIDE. THE FOLLOWING WERE IDENTIFIED AS THE SIGNIFICANT NEEDS TO BE ADDRESSED BY THE ORGANIZATION: - NUTRITION EDUCATION & COUNSELING (INCLUDING GENERAL NUTRITION, OBESITY, HYPERTENSION & EATING BEHAVIORS); - DIABETES MANAGEMENT; - PREVENTATIVE SCREENINGS; - SMOKING CESSATION; AND - OLDER ADULT NEEDS. IN ORDER TO IMPROVE COMMUNITY HEALTH, ARIA HEALTH FORMED AN IMPLEMENTATION TEAM TO STREAMLINE POPULATION AND COMMUNITY HEALTH STRATEGIES AND DESIGN PLANS AND INITIATIVES TO ADDRESS THE CHNA IDENTIFIED PRIORITIES. THE TEAM DEVELOPED THE FOLLOWING 3-YEAR PLAN TO IMPLEMENT PROGRAMS TO ADDRESS THESE HEALTH PRIORITIES, INCLUDING ANTICIPATED IMPACT, COMMITTED RESOURCES AND PARTNERS, AND GOALS AND MEASURES TO ACHIEVE THOSE GOALS. IN ITS CHNA IMPLEMENTATION PLAN, THE ORGANIZATION ADDRESSES THE FOLLOWING ITEMS FOR EACH IDENTIFIED HEALTH NEED: - ORGANIZATIONAL RESPONSE; - TARGET POPULATION; - RATIONALE; - ANTICIPATED IMPACT; - RESOURCES AND PARTNERS; - GOALS; AND - MEASURES. ARIA HEALTH IS ATTEMPTING TO ADDRESS ALL NEEDS IDENTIFIED IN THE CHNA. PLEASE REFER TO THE IMPLEMENTATION PLAN ATTACHED TO THIS FEDERAL FORM 990 FOR ADDITIONAL INFORMATION EXPLAINING HOW THE HOSPITAL FACILITY IS ADDRESSING THOSE SIGNIFICANT NEEDS. SCHEDULE H, PART V, SECTION B; LINE 16 THE ORGANIZATION IS AN AFFILIATE WITHIN ARIA HEALTH ("ARIA"); A MEMBER 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 ARIA. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE ORGANIZATION'S WEBSITE. THESE DOCUMENTS CAN BE ACCESSED AT THE FOLLOWING PAGE: WWW.ARIAHEALTH.ORG/ABOUT-ARIA/CHARITY-CARE-AND-FINANCIAL-ASSISTANCE SCHEDULE H, PART V, SECTION B; LINE 22 THE ORGANIZATIONS FINANCIAL ASSISTANCE POLICY INDICATES THAT PATIENTS WHOSE INCOME DOES NOT EXCEED 150% OF THE MOST CURRENT POVERTY INCOME GUIDELINES ISSUED BY THE DEPARTMENT OF HEALTH AND HUMAN SERVICES WILL QUALIFY FOR FULL FINANCIAL ASSISTANCE ("CHARITY CARE") AFTER VERIFICATION OF EMPLOYMENT. BECAUSE THE ORGANIZATION ONLY PROVIDES FULL CHARITY CARE, AND DOES NOT BILL PATIENTS ELIGIBLE FOR CHARITY CARE, PATIENTS ELIGIBLE FOR FINANCIAL ASSISTANCE WILL RECEIVE A 100% WRITE-OFF AND NOT BE CHARGED FOR SERVICES. THEREFORE, THE ORGANIZATION DID NOT PERFORM AN AMOUNTS GENERALLY BILLED ("AGB") CALCULATION. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(5), IF THE ORGANIZATION CHANGES OR UPDATES ITS FINANCIAL ASSISTANCE POLICY AND OFFERS FINANCIAL ASSISTANCE THAT DOES NOT COVER 100% OF SERVICES OR RESULT IN A COMPLETE WRITE-OFF OF CHARGES, THEY WILL PERFORM AND IMPLEMENT AN AGB CALCULATION TO ENSURE THAT PATIENTS ARE CHARGED THE LESSER OF ANY DISCOUNTS OFFERED UNDER THE FINANCIAL ASSISTANCE POLICY OR AGB. 4 THE PROFESSIONAL COURT BUSTLETON AVENUE VERREE ROAD PHILADELPHIA PA 19116 OUTPATIENT SERVICES - PRIMARY CARE, INTERNAL MED, OBGYN, RADIOLOGY, LAB TESTING & MORE ARIA HEALTH-CENTER FOR REHAB & WELLNESS 131 LINCOLN HIGHWAY FAIRLESS HILLS PA 19030 OUTPATIENT SERVICES - REHAB, EMG TESTING, SLEEP STUDIES & WELLNESS CENTER SERVICES THE ANNEX 2451 GRANT AVENUE PHILADELPHIA PA 19114 OUTPATIENT SERVICES - MRI TESTING/PET SCANS THE PAVILION 9501 ROOSEVELT BOULEVARD PHILADELPHIA PA 19114 PHYSICIAN PRACTICE SERVICES SCHEDULE H, PART I, LINE 3C ARIA HEALTH IS COMMITTED TO PROVIDING HIGH QUALITY AND AFFORDABLE HEALTHCARE TO ALL INDIVIDUALS WHO SEEK SERVICES, INCLUDE THOSE UNINSURED INDIVIDUALS WHO LACK THE MEANS TO PAY FOR SUCH SERVICES. ARIA PROVIDES DISCOUNTS TO PATIENTS SIMILAR TO DISCOUNTS PROVIDED TO THIRD PARTY INSURANCE AND GOVERNMENTAL PAYERS. SUCH DISCOUNTS ARE ESTABLISHED AT RATES WHICH COVER OR CONTRIBUTE TOWARD THE COST TO PROVIDE THE SERVICES. AS REFLECTED IN SCHEDULE H, PART V, SECTION B, QUESTION 13, IN ADDITION TO FEDERAL POVERTY GUIDELINES ("FPG") ARIA USES THE FOLLOWING CRITERIA WHEN DETERMINING A PATIENTS ELIGIBILITY FOR FREE OR DISCOUNTED FINANCIAL ASSISTANCE: - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. SCHEDULE H, PART I, LINE 6A NOT APPLICABLE. SCHEDULE H, PART I, LINE 7 WORKSHEET 2 WAS USED FOR THE COST TO CHARGE RATIO ("RCC"). THIS METHODOLOGY IS CONSISTENT WITH THE GUIDELINES ESTABLISHED BY HFMA PRINCIPLE & PRACTICE STATEMENT #15. SUBSIDIZED HEALTH SERVICES INCLUDED WITHIN SCHEDULE H, PART I, LINE 7 FOR THE ORGANIZATION INCLUDES EMERGENCY DEPARTMENT, FAMILY MEDICINE/PRIMARY CARE AND CERTAIN HOSPITAL BASED CLINICS. THESE HEALTHCARE SERVICES ARE PROVIDED TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. SCHEDULE H, PART II COMMUNITY BUILDING ACTIVITIES UNDERTAKEN BY THIS ORGANIZATION IMPROVE THE MEDICAL AND SOCIO-ECONOMIC WELL-BEING OF THE COMMUNITIES IN OUR CARE. THIS IS ACCOMPLISHED THROUGH NUMEROUS ACTIVITIES WHICH ARE NOT A PART OF PART I CHARITY CARE AND OTHER COMMUNITY BENEFITS, AND ARE NOT INCLUDED ELSEWHERE ON SCHEDULE H. THESE ACTIVITIES INCLUDE PROGRAMS THAT ADDRESS THE ROOT CAUSES OF HEALTH PROBLEMS SUCH AS EDUCATION, POVERTY, UNEMPLOYMENT, ACCESS TO CARE, HEALTH ADVOCACY AND ECONOMIC DEVELOPMENT. ARIA PROMOTES NUMEROUS COMMUNITY BASED & HEALTH PROFESSIONAL PROGRAMS AND SERVICES THROUGHOUT THE YEAR, INCLUDING COMMUNITY HEALTH FAIRS AND SCREENINGS AND COMMUNITY SERVICE ACTIVITIES, HIGH SCHOOL SPORTS PHYSICALS, HEALTH PROFESSIONAL EDUCATION PROGRAMS, INCLUDING BUT NOT LIMITED TO, THE ARIA HEALTH SCHOOL OF NURSING, AND EDUCATION RESPIRATORY PROGRAMS. SCHEDULE H, PART III, LINES 2, 3 & 4 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. CHARITABLE MEDICAL CARE PROVIDED -------------------------------- TJU PROVIDES MEDICALLY NECESSARY SERVICES TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. SOME PATIENTS QUALIFY FOR CHARITY CARE BASED ON POLICIES ESTABLISHED BY TJU AND ARE THEREFORE NOT RESPONSIBLE FOR PAYMENT FOR ALL OR A PART OF THEIR HEALTHCARE SERVICES. THESE POLICIES ALLOW FOR THE PROVISION OF FREE OR DISCOUNTED CARE IN CIRCUMSTANCES WHERE REQUIRING PAYMENT WOULD IMPOSE FINANCIAL HARDSHIP ON THE PATIENT. CHARGES FOR SERVICES RENDERED TO PATIENTS WHO MEET TJUS GUIDELINES FOR CHARITY CARE ARE NOT SEPARATELY RECORDED IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. TJU MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE PROVIDED. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED. SUCH AMOUNTS HAVE BEEN EXCLUDED FROM NET PATIENT SERVICE REVENUE. MANAGEMENT ESTIMATES THAT THE COST OF CHARITY CARE PROVIDED BY TJU WAS $28.6 MILLION AND $21.8 MILLION FOR THE YEARS ENDED JUNE 30, 2017 AND 2016, RESPECTIVELY. THESE AMOUNTS ARE NOT INCLUDED IN THE PROVISION FOR BAD DEBTS OF $124.8 MILLION AND $102.7 MILLION IN 2017 AND 2016, RESPECTIVELY, WHICH ARE REFLECTED AS DEDUCTIONS IN NET PATIENT SERVICE REVENUE. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON A CALCULATION WHICH APPLIES A RATIO OF COSTS TO CHARGES TO THE GROSS UNCOMPENSATED CHARGES ASSOCIATED WITH PROVIDING CARE TO CHARITY PATIENTS. THE RATIO OF COST TO CHARGES IS CALCULATED BASED ON THE TJU TOTAL EXPENSES DIVIDED BY GROSS PATIENT SERVICE REVENUE. NET PATIENT SERVICE REVENUE --------------------------- NET PATIENT SERVICE REVENUE IS REPORTED AT THE ESTIMATED NET REALIZABLE AMOUNTS FROM PATIENTS, THIRD-PARTY PAYERS AND OTHERS FOR SERVICES RENDERED, INCLUDING ESTIMATED RETROACTIVE ADJUSTMENTS UNDER REIMBURSEMENT AGREEMENTS WITH THIRD-PARTY PAYERS. RETROACTIVE ADJUSTMENTS ARE CONSIDERED IN THE RECOGNITION OF REVENUE ON AN ESTIMATED BASIS IN THE PERIOD THE RELATED SERVICES ARE RENDERED AND ARE ADJUSTED IN FUTURE PERIODS AS FINAL SETTLEMENTS ARE DETERMINED. REVENUE FROM THE MEDICARE AND MEDICAID FEE-FOR-SERVICE PROGRAMS ACCOUNTED FOR APPROXIMATELY 23.5% AND 3.0%, RESPECTIVELY, AND 24.1% AND 3.3%, RESPECTIVELY OF NET PATIENT SERVICE REVENUE IN 2017 AND 2016, RESPECTIVELY. MOST PAYMENTS TO TJU FROM THE MEDICARE AND PENNSYLVANIA MEDICAID PROGRAMS FOR INPATIENT HOSPITAL SERVICES ARE MADE ON A PROSPECTIVE BASIS. UNDER THESE PROGRAMS, PAYMENTS ARE MADE AT A PRE-DETERMINED SPECIFIC RATE FOR EACH DISCHARGE BASED ON A PATIENTS DIAGNOSIS. ADDITIONAL PAYMENTS ARE MADE TO TJU AS A TEACHING AND DISPROPORTIONATE SHARE HOSPITALS, AS WELL AS FOR CASES THAT HAVE AN EXTREMELY LONG LENGTH-OF-STAY OR UNUSUALLY HIGH COSTS. LAWS GOVERNING THE MEDICARE AND MEDICAID PROGRAMS ARE COMPLEX AND SUBJECT TO INTERPRETATION. SERVICES BILLED TO THE MEDICARE PROGRAM ARE SUBJECT TO EXTERNAL REVIEW FOR BOTH MEDICAL NECESSITY AND BILLING COMPLIANCE. MEDICARE COST REPORTS FOR ALL YEARS, EXCEPT 2011, 2015, 2016 AND 2017 HAVE BEEN AUDITED AND FINAL SETTLED AS OF JUNE 30, 2017. NO SIGNIFICANT ADJUSTMENTS ARE EXPECTED. IN ADDITION, TJU RECEIVED FUNDS FROM THE PHILADELPHIA HOSPITAL ASSESSMENT PROGRAM AND THE MEDICAL ASSISTANCE MODERNIZATION ACT-QUALITY CARE ASSESSMENT PROGRAM IN THE AMOUNT OF $125.3 MILLION AND $93.5 MILLION IN 2017 AND 2016, RESPECTIVELY, AND ARE RECORDED IN NET PATIENT SERVICE REVENUE. TJU PAID TAXES IN RESPECT TO THESE PROGRAMS AMOUNTING TO $95.29 MILLION AND $78.9 MILLION IN 2017 AND 2016, RESPECTIVELY, AND ARE RECORDED IN OTHER OPERATING EXPENSES. BOTH PROGRAMS WERE DESIGNED TO PROVIDE SUPPLEMENTAL FUNDING FOR LICENSED ACUTE CARE HOSPITALS WITH THE PHILADELPHIA HOSPITAL ASSESSMENT PROGRAM SPECIFICALLY DESIGNATED FOR HOSPITAL EMERGENCY SERVICES. CARRIERS, HEALTH MAINTENANCE ORGANIZATIONS AND PREFERRED PROVIDER ORGANIZATIONS. THE BASIS FOR PAYMENT TO TJU UNDER THESE AGREEMENTS INCLUDES PROSPECTIVELY DETERMINED RATES PER DISCHARGE, DISCOUNTS FROM ESTABLISHED CHARGES, PROSPECTIVELY DETERMINED DAILY RATES AND CAPITATED RATES. REVENUE FROM BLUE CROSS AND AETNA USHC AMOUNTED TO 30.0% AND 9.1%, RESPECTIVELY, AND 30.9% AND 9.4%, RESPECTIVELY, OF TJUS NET PATIENT SERVICE REVENUE IN 2017 AND 2016, RESPECTIVELY. SCHEDULE H, PART III, LINE 8 MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3)-1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007 WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS SCHEDULE H, PART III, LINE 9B THE FACILITIES AND PROVIDERS THAT ARE A PART OF ARIA HEALTH PROVIDE INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. TO FULFILL ITS MISSION OF PROVIDING COMPASSIONATE, HIGH QUALITY CARE TO ALL PATIENTS IT SERVES, ARIA HEALTH MUST ALSO ENSURE ITS OWN FINANCIAL VIABILITY. IN ORDER TO SECURE REIMBURSEMENT OF COSTS FOR SERVICES PROVIDED, EVERY EFFORT IS MADE TO ASSIST UNINSURED PATIENTS IN OBTAINING INSURANCE COVERAGE THROUGH MEDICAL ASSISTANCE (MA), CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) OR OTHER FEDERAL, STATE, OR CITY CARE COVERAGE SOURCES. ARIA PROVIDES CHARITY CARE TO THOSE PATIENTS WHO ARE UNABLE TO PAY BASED UPON THE ELIGIBILITY CRITERIA INCLUDED IN THEIR FINANCIAL ASSISTANCE POLICY. THE ORGANIZATION PROVIDES DISCOUNTS TO PATIENTS SIMILAR TO DISCOUNTS PROVIDED TO THIRD PARTY INSURANCE AND GOVERNMENTAL PAYERS. SUCH DISCOUNTS ARE ESTABLISHED AT RATES WHICH COVER OR CONTRIBUTE TOWARD THE COST TO PROVIDE THE SERVICES. IN ORDER TO CONSERVE HEALTHCARE RESOURCES, ARIA WILL SEEK PAYMENT FROM PATIENTS WHO DO NOT QUALIFY FOR CHARITY CARE AT ITS DISCOUNTED RATES. IT IS THE POLICY OF ARIA HEALTH TO DIFFERENTIATE BETWEEN UNINSURED PATIENTS WHO ARE UNABLE TO PAY FROM THOSE WHO ARE UNWILLING TO PAY FOR ALL OR PART OF THEIR CARE. FOR AN UNINSURED PATIENT TO RECEIVE NON-EMERGENT CARE AT DISCOUNTED RATES, THE PATIENT MUST MAKE A PAYMENT OR MAKE AN ARRANGEMENT FOR PAYMENT PRIOR TO SERVICES BEING RENDERED. BILLING -------- THE HOSPITAL BILLING SYSTEM WILL REDUCE CHARGES TO THE SELF-PAY FEE SCHEDULE BY POSTING THE DIFFERENCE TO AN "UNINSURED ALLOWANCE." THIS PROCESS IS ENACTED WHEN A FINAL BILL IS GENERATED. A FIRST SELF-PAY FINAL BILL IS PRODUCED SHOWING THE UNINSURED ALLOWANCE. THE BILL WILL INFORM THE PATIENT THAT: (1) ALL FINANCIAL ARRANGEMENTS MADE BEFORE, DURING OR SHORTLY AFTER A VISIT MAY NOT BE REFLECTED ON THE FIRST BILL; AND (2) IF THE PATIENT IS LOW INCOME AND ENROLLED IN A GOVERNMENT PROGRAM (E.G., MEDICARE OR MEDICAID) OR WITHOUT INSURANCE, HE OR SHE MAY QUALIFY FOR ARIA HEALTHS CHARITY CARE PROGRAM. CONSISTENT WITH NORMAL BUSINESS OFFICE PRACTICES, ALL UNPAID SELF-PAY ACCOUNTS THAT HAVE AN UNINSURED ALLOWANCE MAY BE FORWARDED TO OUTSIDE VENDORS FOR PRE-ADMISSION AND POST DISCHARGE COLLECTION ASSISTANCE. SELF-PAY ACCOUNTS WITH AN OPEN BALANCE REMAINING AFTER THE PRE-COLLECTION PERIOD EFFORT SHALL BE SENT TO A COLLECTION AGENCY. COLLECTION AGENCIES SHALL EXTEND TO THE PATIENT A COPY OF ARIAS CHARITY CARE POLICY IN CONJUNCTION WITH ITS NORMAL COLLECTION EFFORTS. SCHEDULE H, PART VI; QUESTION 2 AS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY, ARIA HEALTH IS COMMITTED TO CARING FOR THE COMMUNITY AND IMPROVING POPULATION HEALTH OF COMMUNITY MEMBERS. PROMOTING HEALTHY LIFESTYLES, OFFERING PREVENTIVE CARE, AND ENGAGING THE COMMUNITY ARE CENTRAL TO ARIA'S MISSION. ARIA HEALTH BELIEVES THAT IN ORDER TO EFFECTIVELY CARE FOR A COMMUNITY, IT IS NECESSARY TO UNDERSTAND THE HEALTH CONDITIONS, BEHAVIORS AND NEEDS OF THE INDIVIDUALS WHO LIVE THERE. THIS IS ACHIEVED THROUGH THE CHNA PROCESS, WHICH INCLUDES DEFINING THE COMMUNITY, ANALYZING PRIMARY AND SECONDARY DATA RELATED TO THE COMMUNITYS HEALTH STATUS AND HEALTH NEEDS, IDENTIFYING THE GREATEST NEEDS, AND DESIGNING A PLAN TO MEET THOSE NEEDS. THE PURPOSE OF THE CHNA WAS THREEFOLD: 1. IDENTIFY COMMON HEALTH CONDITIONS AND CONCERNS THAT ARE AFFECTING THE MEMBERS OF THE COMMUNITY; 2. IDENTIFY BARRIERS FACED BY MEMBERS OF THE COMMUNITY THAT IMPACT THEIR ABILITY TO MAINTAIN GOOD HEALTH AND WELL-BEING; AND 3. ENGAGE HEALTHCARE PROVIDERS AND COMMUNITY MEMBERS IN JOINT EFFORTS TO IMPROVE THE HEALTH OF THE COMMUNITY. THROUGH INITIATIVES FOLLOWING ARIAS PREVIOUS CHNA, THE HOSPITAL WAS ABLE TO REACH HUNDREDS OF COMMUNITY MEMBERS WITH PROGRAMS TARGETING TYPE 2 DIABETES, OBESITY, SMOKING CESSATION, GENERAL HEALTH MANAGEMENT AND PROGRAMS SPECIFIC TO THE HEALTH OF OLDER ADULTS. FEEDBACK FROM INITIATIVE PARTICIPANTS, AS WELL AS KNOWLEDGE AND BIOMETRIC ASSESSMENTS, SHOWED POSITIVE IMPACTS OF THESE PROGRAMS ON HEALTH AND WELL-BEING. THE ORGANIZATION ASSESSED THE HEALTHCARE NEEDS OF ITS COMMUNITY BY OBTAINING PRIMARY AND SECONDARY DATA FROM MULTIPLE SOURCES. AS DESCRIBED IN SCHEDULE H, PART V, SECTION B, PRIMARY DATA WAS COLLECTED THROUGH INTERVIEWS WITH LEADERS OF COMMUNITY-BASED ORGANIZATIONS WHO REPRESENT THE NEEDS OF THE COMMUNITY, LOCAL PUBLIC HEALTH OFFICIALS AND THROUGH HEALTH-RELATED SURVEYS OF COMMUNITY RESIDENTS. IN ADDITION, SECONDARY DATA WAS OBTAINED FROM THE PUBLIC HEALTH MANAGEMENT CORPORATIONS SOUTHEASTERN PENNSYLVANIA HOUSEHOLD HEALTH SURVEY, PENNSYLVANIA DEPARTMENT OF HEALTH, DIVISION OF HEALTH INFORMATICS, HEALTHY COMMUNITIES INSTITUTE, NATIONAL CANCER INSTITUTE AND THE AMERICAN COMMUNITY SURVEY. THE DATA OBTAINED WAS ANALYZED BY REGION AND COMPARED TO COUNTY, STATE AND NATIONAL LEVEL INDICATORS AND HEALTHY PEOPLE 2020 OBJECTIVES (WHERE AVAILABLE). DATA WAS ALSO ANALYZED USING THE HEALTHY COMMUNITIES INSTITUTES DATA SCORING TOOL, WHICH RANKS INDICATORS BASED ON SYSTEMATIC COMPARISON THAT ASSIGNS THE COMMUNITY A SCORE BASED ON COMPARISON TO OTHER COMMUNITIES, HEALTH TARGETS, AND TRENDS OVER TIME. SOCIOECONOMIC IMPACT AND DISPARITIES BETWEEN GROUPS (SUCH AS AGE, GENDER, OR RACE) ARE ALSO ACCOUNTED FOR IN THE HCI SOCIONEEDS INDEX WHICH RANKS AREAS BASED ON SOCIOECONOMIC VARIABLES THAT ARE KNOWN TO RESULT IN POOR HEALTH OUTCOMES. AFTER THE COMPLETION OF THE CHNA NEEDS WERE PRIORITIZED ACROSS THE SERVICE AREA AND ACCOUNTED FOR BY LEVEL OF NEED, BARRIERS TO CARE, KNOWN DISPARITIES AND RESOURCES AVAILABLE. THE FINDINGS OF THE ASSESSMENT ARE THEN USED TO SET GOALS FOR COMMUNITY HEALTH IMPROVEMENT AND TO DEVELOP STRATEGIC INITIATIVES TO ACHIEVE THOSE GOALS. SCHEDULE H, PART VI; QUESTION 3 ARIA HEALTH IS COMMITTED TO PROVIDING HIGH QUALITY AND AFFORDABLE CARE TO ALL INDIVIDUALS WHO SEEK SERVICES, INCLUDING THOSE UNINSURED INDIVIDUALS WHO LACK THE MEANS TO PAY FOR SUCH SERVICES. ARIA HAS A FINANCIAL ASSISTANCE POLICY WHICH SETS FORTH THE GUIDELINES AND PROCESSES BY WHICH PATIENTS ARE PROVIDED FINANCIAL ASSISTANCE THROUGH INDIVIDUAL FINANCIAL COUNSELING, HELP IN SEEKING FEDERAL AND STATE CARE COVERAGE, BASED UPON ELIGIBILITY PROVIDING A DISCOUNT FROM ESTABLISHED MEDICAL CARE CHARGES AND APPLYING FOR CHARITY CARE. ARIA HEALTHS FINANCIAL ASSISTANCE POLICY IS POSTED ON THE ORGANIZATIONS WEBSITE AND AVAILABLE UPON REQUEST, FREE OF CHARGE. ARIA HEALTH WILL PROVIDE ON-SITE FINANCIAL COUNSELORS. THE FINANCIAL COUNSELORS ARE INDIVIDUALS WHO ARE TRAINED TO ASSIST PATIENTS IN IDENTIFYING SOURCES OF CARE COVERAGE, DETERMINING ELIGIBILITY FOR SUCH COVERAGE, AND ASSISTING IN COMPLETING NECESSARY APPLICATIONS. FINANCIAL COUNSELORS MAY EITHER BE EMPLOYEES OF ARIA HEALTH, AN ARIA HEALTH AFFILIATE, OR A THIRD PARTY ENGAGED BY ARIA HEALTH OR ONE OF ITS AFFILIATES TO ASSIST IN ITS BILLING AND COLLECTIONS PROCESSES. THE FINANCIAL COUNSELORS ALSO HELP TO ASSIST PATIENTS WITH THE APPLICATION PROCESS FOR GOVERNMENT INSURANCE, INCLUDING, BUT NOT LIMITED TO, STATE MEDICAID, GOVERNMENT PROGRAMS, CHIPS, AND CRIME VICTIMS. AT THE TIME OF SCHEDULING, PRE-REGISTRATION, OR REGISTRATION OF NON-EMERGENT SERVICES (WHICHEVER ARE APPLICABLE); THE PATIENT WILL BE ASKED FOR INSURANCE COVERAGE. THE PATIENT WILL BE INFORMED OF ANY CO-PAYMENTS THAT WILL BE EXPECTED AT THE TIME OF PAYMENT. THE FINANCIAL COUNSELOR WILL ASSIST UNINSURED PATIENTS IN OBTAINING MEDICAL ASSISTANCE, CHILDRENS INSURANCE PROGRAM, SPECIAL CARE, COBRA, OR OTHER GOVERNMENTAL CARE COVERAGE. IF THE PATIENT IS LIKELY TO QUALIFY FOR GOVERNMENTAL CARE COVERAGE, THE FINANCIAL COUNSELOR WILL ASSIST THE PATIENT IN APPLYING FOR APPROPRIATE COVERAGE OR REFER THE PATIENT TO THE LOCAL COUNTY ASSISTANCE OFFICE. ADDITIONALLY, THE UNINSURED PATIENT WILL BE: (1) INFORMED OF THE DISCOUNTED SELF PAY FEE SCHEDULE, (2) REGISTERED AS A SELF-PAY PATIENT, (3) INFORMED OF THE AVAILABILITY OF CHARITY CARE AND (4) PROVIDED A "FINANCIAL ASSISTANCE PROGRAM" SUMMARY DESCRIPTION. AFTER MEDICAL SCREENING AND STABILIZATION OF THE EMERGENT MEDICAL CONDITION AND WITHIN ONE (1) BUSINESS DAY FOLLOWING ADMISSION, A FINANCIAL COUNSELOR WILL ARRANGE A MEETING WITH UNINSURED PATIENTS, TO BE HELD DURING THE INPATIENT ADMISSION. THE FINANCIAL COUNSELOR WILL WORK WITH PATIENTS AND THEIR FAMILIES TO OBTAIN INFORMATION NECESSARY TO COMPLETE A MEDICAL ASSISTANCE APPLICATION. IF THE MEDICAL ASSISTANCE APPLICATION CANNOT BE COMPLETED DURING THE PATIENT ADMISSION PROCESS, THE FINANCIAL COUNSELOR WILL FOLLOW UP WITH THE PATIENT BY TELEPHONE AND REQUEST ADDITIONAL INFORMATION. ALTERNATIVELY, PATIENTS MAY MAKE AN APPOINTMENT WITH THE COUNTY ASSISTANCE OFFICE TO COMPLETE THE MEDICAL ASSISTANCE APPLICATION. ALL PATIENTS WILL BE TREATED IN ACCORDANCE WITH THE REQUIREMENTS OF THE FEDERAL EMERGENCY MEDICAL TREATMENT AND LABOR ACT ("EMTALA"). ALL PATIENTS WILL BE TRIAGED AND RECEIVE A MEDICAL SCREENING EXAM AND THEIR EMERGENCY MEDICAL CONDITION STABILIZED BY EMERGENCY DEPARTMENT STAFF PRIOR TO REGISTRATION OR REQUESTING OR OBTAINING INFORMATION ON INSURANCE COVERAGE OR ABILITY TO PAY. AFTER MEDICAL SCREENING AND STABILIZATION, THE EMERGENCY ROOM REGISTRAR, UPON LEARNING A PATIENT HAS NO INSURANCE, SHALL INFORM THE PATIENT OF ARIA HEALTHS SELF-PAY FEE SCHEDULE AND THE CHARITY CARE POLICY. IF THE PATIENT WISHES TO APPLY FOR CHARITY CARE, THE REGISTRAR WILL PROVIDE A CHARITY CARE APPLICATION. THE PATIENT SHALL BE INSTRUCTED TO COMPLETE AND RETURN THE APPLICATION TO THE FINANCIAL COUNSELOR. SHOULD THE PATIENT DECLINE THE CHARITY CARE OPTION, THE REGISTRAR SHALL REQUEST FROM PATIENTS WITHOUT INSURANCE AN UPFRONT DISCOUNTED PRICE WHICH INCLUDES BOTH HOSPITAL AND PHYSICIAN SERVICES. SHOULD THE PATIENT BE UNABLE OR UNWILLING TO PAY THE DISCOUNTED PRICE, NO FURTHER ACTION IS TAKEN AND TREATMENT PROCEEDS THROUGH RELEASE OF THE PATIENT FROM EMERGENCY CARE. ADDITIONALLY, ARIA HEALTH PROVIDES FINANCIAL COUNSELING SERVICES TO GO OVER PATIENT BILLS AND ANSWER ANY QUESTIONS A PATIENT MAY HAVE. HOSPITAL STAYS CAN BE STRESSFUL, AND AT ARIA HEALTH, WE WANT TO HELP MAKE PATIENT EXPERIENCES AS COMFORTABLE AS POSSIBLE. ONE WAY TO DO THAT IS TO OFFER ASSISTANCE TO PATIENTS OR FAMILIES REGARDING THEIR MEDICAL BILLS AND PAYMENT OPTIONS, THROUGH THE ARIA FINANCIAL COUNSELING PROGRAM. SCHEDULE H, PART VI; QUESTION 4 ARIA SERVES A DIVERSE POPULATION, WITH A SERVICE AREA THAT STRETCHES FROM KENSINGTON AND PORT RICHMOND TO THE SOUTH, THROUGH NORTHEAST PHILADELPHIA, AND INTO LOWER BUCKS COUNTY. ARIAS CATCHMENT CAN BE GROUPED BASED ON GEOGRAPHIC, DEMOGRAPHIC, AND OTHER FACTORS INTO ROUGHLY FIVE REGIONS: LOWER BUCKS COUNTY (WEST) ------------------------- - FEASTERVILLE-TREVOSE (19053) - NEWTOWN (18940) - RICHBORO (18954) - SOUTHAMPTON (18966) - WARMINSTER (18974) LOWER BUCKS COUNTY (EAST) ------------------------- - FAIRLESS HILLS (19030) - LANGHORNE (19047) - LEVITTOWN (19054-19057) - MORRISVILLE (19067) LOWER BUCKS COUNTY (SOUTH) & FAR NORTHEAST PHILADELPHIA ------------------------------------------------------- - BENSALEM (19020) - BRISTOL (19007) - BYBERRY (19154) - CROYDON (19021) - TORRESDALE (19114) NORTHEAST PHILADELPHIA ---------------------- - BURHOLME/FOX CHASE (19111) - BUSTLETON (19115) - HOLMESBURG (19136) - MAYFAIR (19149) - RHAWNHURST (19152) - SOMERTON (19116) LOWER NORTHEAST PHILADELPHIA ---------------------------- - BRIDESBURG (19137) - FRANKFORD (19124) - HUNTING PARK (19140) - KENSINGTON (19125) - OLNEY (19120) - PORT RICHMOND (19134) - TACONY (19135) ARIAS SERVICE AREA CURRENTLY INCLUDES OVER 1.04 MILLION RESIDENTS AND IS EXPECTED TO GROW, ESPECIALLY IN LOWER NORTHEAST PHILADELPHIA. THE POPULATION THAT ARIA SERVES IS VERY DIVERSE IN TERMS OF AGE, RACE, EDUCATION, AND INCOME. SOCIOECONOMIC STATUS (SES) IS VARIABLE ACROSS THE SERVICE AREA AS WELL. ARIA HEALTH'S THREE CAMPUSES SERVE A WIDE VARIETY OF CONSTITUENTS, INCLUDING LOW INCOME COMMUNITIES, AGING POPULATIONS, AND LOW LITERACY AND NON-ENGLISH SPEAKING RESIDENTS. ARIAS FRANKFORD CAMPUS SERVES A YOUNGER POPULATION, BUT POVERTY, UNEMPLOYMENT AND LACK OF INSURANCE SERVE AS BARRIERS TO RECEIVING CARE. THE POPULATION PRIMARILY SERVED AT ARIAS TORRESDALE CAMPUS IS AN AGING POPULATION WITH HIGH RISKS OF CHRONIC DISEASE AND POOR PREVENTIVE HEALTH HABITS. DESPITE LOWER NUMBERS OF UNINSURED, COST REMAINS AN ISSUE IN SEEKING HEALTHCARE. ARIAS BUCKS COUNTY CAMPUS SERVES A MUCH OLDER POPULATION WITH A HIGHER BURDEN OF DISEASE AND LOW COMPLIANCE WITH HEALTHCARE RECOMMENDATIONS. ALL OF THESE ISSUES SERVE AS BARRIERS TO COMMUNITY HEALTH IMPROVEMENT, BUT ARIA IS WORKING IN THE COMMUNITY AND ESTABLISHING COMMUNITY PARTNERSHIPS TO REACH THESE RESIDENTS AND PROVIDE THEM WILL OTHERWISE INACCESSIBLE SERVICES FOR HEALTH AND HEALTHCARE IMPROVEMENT. THE HCI SOCIONEEDS INDEX WAS USED TO RANK AREAS BASED ON SOCIOECONOMIC VARIABLES THAT RELATE TO POOR HEALTH OUTCOMES. THE FOLLOWING DEMOGRAPHICS WERE INCLUDED IN THE ORGANIZATIONS 2015 CHNA: LOWER BUCKS COUNTY (WEST) MINORITY 8.8%, POVERTY 4%, POVERTY AGE 65+ 5.1%, NO HIGH SCHOOL DIPLOMA 5.6% AND UNEMPLOYED 8.1% LOWER BUCKS COUNTY (EAST) - MINORITY 13.9%, POVERTY 5.7%, POVERTY AGE 65+ 5.4%, NO HIGH SCHOOL DIPLOMA 6.9% AND UNEMPLOYED 8.2% LOWER BUCKS COUNTY (SOUTH) & FAR NORTHEAST PHILADELPHIA - MINORITY 21.5%, POVERTY 8.3%, POVERTY AGE 65+ 7.4%, NO HIGH SCHOOL DIPLOMA 11.1% AND UNEMPLOYED 10.4% NORTHEAST PHILADELPHIA - MINORITY 37.5%, POVERTY 16.4%, POVERTY AGE 65+ 15%, NO HIGH SCHOOL DIPLOMA 16.1% AND UNEMPLOYED 14.1% LOWER NORTHEAST PHILADELPHIA - MINORITY 64.1%, POVERTY 34.7%, POVERTY AGE 65+ 19.8%, NO HIGH SCHOOL DIPLOMA 28.7% AND UNEMPLOYED 21.6% ADDITIONAL DEMOGRAPHIC INFORMATION IS INCLUDED ON ARIAS WEBSITE. THE WEBSITE INCLUDES A COMMUNITY DASHBOARD. WITHIN THE COMMUNITY DASHBOARD THERE IS A FEATURE "FIND DEMOGRAPHIC DATA" WHICH PROVIDES DEMOGRAPHIC INFORMATION OF YOUR COMMUNITY. EXAMPLES OF DEMOGRAPHIC INFORMATION INCLUDE POPULATION SIZE, AGE STRUCTURE, RACIAL AND ETHNIC COMPOSITION, POPULATION GROWTH, AND DENSITY. SCHEDULE H, PART VI; QUESTION 5 ARIA HEALTH'S MISSION IS TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO MEMBERS OF THE COMMUNITIES SERVED BY THE HOSPITALS AND TO RECOGNIZE A PATIENT'S RIGHT TO CONSIDERATE AND RESPECTFUL CARE, REGARDLESS OF ABILITY TO PAY. ARIA HEALTH IS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY. EACH OF ARIA HEALTH'S THREE COMMUNITY HOSPITALS DEDICATES RESOURCES TO COMMUNITY BENEFIT ACTIVITIES INCLUDING EDUCATIONAL SEMINARS ON PERTINENT TOPICS AS IDENTIFIED IN THE CHNA, FREE HEALTH SCREENINGS, AND A VARIETY OF SUPPORT GROUPS TO ASSIST PATIENTS AND THEIR FAMILY MEMBERS MANAGE ILLNESS. THE COMMUNITY HEALTH SECTION OF ARIA HEALTH'S WEBSITE ALSO CONTAINS RESOURCES FOR COMMUNITY MEMBERS INCLUDING INFORMATION AND RISK ASSESSMENT TOOLS FOR COMMON HEALTHCARE RISKS. THE WEBSITE CONTAINS A "LOCATE PROMISING PRACTICES LINKS" WHICH CONTAINS BEST PRACTICES RELATED TO HEALTH OR QUALITY OF LIFE THAT HAVE BEEN FOUND TO BE USEFUL IN IMPROVING THE HEALTH OF A COMMUNITY IN SOME WAY. IN BUCKS COUNTY, ARIA IS A PARTNER IN THE BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP (BCHIP), WHICH OFFERS HEALTHCARE TO UNINSURED RESIDENTS OF BUCKS COUNTY. SCHEDULE H, PART VI; QUESTION 6 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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 AND ARIA HEALTH ARE INTEGRATED HEALTHCARE ORGANIZATIONS THAT PROVIDE INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES THROUGH ACUTE CARE, AMBULATORY CARE, PHYSICIAN AND OTHER PRIMARY CARE SERVICES FOR RESIDENTS OF 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 TJUHS). TJUHS 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. TJUHS 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)(3). 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. 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. A SCHEDULE H, PART VI; QUESTION 6 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 TJUH. 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. 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. MLJC, 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. SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH THE COMMONWEALTH OF PENNSYLVANIA. true FOUNDATION FOR BREAST & PROSTATE HEALTH 237 S 18TH ST PHILADELPHIA PA 19103 232622263 501(C)(3) 10000 PROGRAM SUPPORT COUNCIL ROCK UNITED SOCCER ASSOCIATION 95 ALMSHOUSE ROAD RICHBORO PA 18954 232451480 501(C)(3) 8000 PROGRAM SUPPORT 2 0 SCHEDULE I, PART I, QUESTION 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. X X X X X true true false false false false false true false MICHELLE CONLEY RN TRUSTEE - CNO 259107 0 77885 0 30067 0 41469 0 20145 0 428673 0 0 0 PETER J FARANO MD TRUSTEE 0 333614 0 0 0 35487 0 21200 0 1653 0 391954 0 0 SANDRA L GOMBERG RN MSN TRUSTEE-PRESIDENT (EFF 7/1/16) 396323 0 115918 0 19021 0 13250 0 21483 0 565995 0 0 0 CLIFTON R HALL MD TRUSTEE 0 443224 0 0 0 18290 0 18550 0 21855 0 501919 0 0 KATHLEEN KINSLOWCRNAEDDMBA TRUSTEE - CEO 724118 0 365050 0 107814 0 127649 0 15320 0 1339951 0 75310 0 GERALD WYDRO MD TRUSTEE 0 385361 0 37616 0 595 0 13250 0 21567 0 458389 0 0 JOHN ANDREW DEVOE SVP/CFO (TERMED 7/18/16) 325504 0 87928 0 274717 0 7950 0 12414 0 708513 0 44294 0 RICHARD GALUP MBA MS OTRL SVP OPERATIONS & PRESIDENT AHO 390571 0 130598 0 15321 0 50099 0 20860 0 607449 0 0 0 RONALD KUMOR SVP NTWK DEV & PRES/CEO AHPS 407969 0 113714 0 6999 0 54451 0 21483 0 604616 0 0 0 STANTON SEGAL MD CMO (TERMED 10/26/16) 338276 0 97542 0 79896 0 18550 0 16279 0 550543 0 0 0 RAFAEL M VILLALOBOS ESQ CHIEF LEGAL CNSL (TERM 8/5/16) 190790 0 83408 0 152051 0 7950 0 12633 0 446832 0 29856 0 DORINDA CAROLINA CHIEF HUMAN RESOURCES OFFICER 231310 0 70354 0 30526 0 41390 0 16189 0 389769 0 0 0 DANIEL WALSH CHIEF INFORMATION OFFICER 259192 0 73195 0 1703 0 15900 0 16007 0 365997 0 0 0 WILLIAM DEGNAN VP FINANCE 210797 0 59400 0 4990 0 15645 0 20106 0 310938 0 0 0 STEPHEN BOFF CHIEF COMPLIANCE OFFICER 191997 0 57539 0 20883 0 12939 0 1871 0 285229 0 0 0 FRANK CONGDON AVP REVENUE CYCLE 171584 0 50339 0 155 0 3639 0 20392 0 246109 0 0 0 KAREN SOBCZAK CLINICAL DIRECTOR 153265 0 46449 0 17851 0 8767 0 11921 0 238253 0 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2016 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 2016 WHICH WAS INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN ANDREW DEVOE, $183,022; STANTON SEGAL, M.D., $54,768 AND RAFAEL M. VILLALOBOS, ESQ., $117,080. 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 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE: KATHLEEN KINSLOW, CRNA, EDD, MBA, $75,310; JOHN ANDREW DEVOE, $87,928 AND RAFAEL M. VILLALOBOS, ESQ., $30,997. 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 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MICHELLE CONLEY, RN, $28,219; KATHLEEN KINSLOW, CRNA, EDD, MBA, $111,749; RICHARD GALUP, MBA, MS, OTR/L, $39,499; RONALD KUMOR, $41,201 AND DORINDA CAROLINA, $25,490. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2016 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2016 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 TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: KATHLEEN KINSLOW, CRNA, EDD, MBA, $75,310; JOHN ANDREW DEVOE, $87,928 AND RAFAEL M. VILLALOBOS, ESQ., $30,997. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION. X 1 320000 FMV false true false CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS BACKGROUND ========== ARIA HEALTH IS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY. WITH THREE LEADING-EDGE COMMUNITY HOSPITALS AND A STRONG NETWORK OF OUTPATIENT CENTERS AND PRIMARY CARE PHYSICIANS, ARIA UPHOLDS A LONGSTANDING TRADITION OF BRINGING ADVANCED MEDICINE AND PERSONAL CARE TO THE MANY COMMUNITIES IT SERVES. ARIA HEALTH IS RECOGNIZED BY THE INTERNAL REVENUE SERVICE ("IRS") AS AN INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION. PURSUANT TO ITS CHARITABLE PURPOSES, ARIA HEALTH PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY. MOREOVER, ARIA HEALTH OPERATES CONSISTENTLY WITH THE FOLLOWING CRITERIA OUTLINED IN IRS REVENUE RULING 69-545: 1) PROVIDES HEALTHCARE SERVICES TO ALL INDIVIDUALS REGARDLESS OF ABILITY TO PAY, INCLUDING CHARITY CARE, SELF-PAY, MEDICARE AND MEDICAID PATIENTS; 2) OPERATES 3 ACTIVE EMERGENCY DEPARTMENTS FOR ALL PERSONS; WHICH ARE OPEN 24 HOURS A DAY, 7 DAYS A WEEK, 365 DAYS PER YEAR, INCLUDING A TRAUMA EMERGENCY DEPARTMENT ON THE TORRESDALE CAMPUS; 3) MAINTAINS AN OPEN MEDICAL STAFF, WITH PRIVILEGES AVAILABLE TO ALL QUALIFIED PHYSICIANS; 4) CONTROL OF ARIA HEALTH RESTS WITH ITS BOARD OF DIRECTORS AND THE BOARD OF DIRECTORS OF ARIA HEALTH SYSTEM, INC. BOTH BOARDS ARE COMPRISED OF INDEPENDENT CIVIC LEADERS AND OTHER PROMINENT MEMBERS OF THE COMMUNITY; AND 5) SURPLUS FUNDS ARE USED TO IMPROVE THE QUALITY OF PATIENT CARE, EXPAND AND RENOVATE FACILITIES AND ADVANCE MEDICAL CARE, PROGRAMS AND ACTIVITIES. THE OPERATIONS OF ARIA HEALTH AS SHOWN THROUGH THE FACTORS OUTLINED ABOVE AND OTHER INFORMATION CONTAINED HEREIN, CLEARLY DEMONSTRATE THAT THE USE AND CONTROL OF ARIA HEALTH IS FOR THE BENEFIT OF THE PUBLIC AND THAT NO PART OF THE INCOME OR NET EARNINGS OF THE ORGANIZATION INURES TO THE BENEFIT OF ANY PRIVATE INDIVIDUAL NOR IS ANY PRIVATE INTEREST BEING SERVED OTHER THAN INCIDENTALLY. MISSION STATEMENT ================= TO PROVIDE EXCEPTIONAL PATIENT CARE AND CUSTOMER SERVICE TO MEMBERS OF THE COMMUNITIES SERVED BY THE HOSPITALS, AND TO RECOGNIZE A PATIENT'S RIGHT TO CONSIDERATE AND RESPECTFUL CARE, REGARDLESS OF ABILITY TO PAY. VISION ====== - TO BE THE PREMIER INTEGRATED HEALTHCARE DELIVERY SYSTEM SERVING NORTHEAST PHILADELPHIA AND NEARBY BUCKS AND MONTGOMERY COUNTIES; - TO BE RECOGNIZED FOR HIGH QUALITY, COMMITMENT TO SERVICE AND CARING BEHAVIOR BY ALL MEMBERS OF THE HOSPITAL FAMILY; - TO BE COMMITTED TO CONSTANTLY SEEKING IMPROVEMENTS IN SERVICE TO OUR PATIENTS, OUR COMMUNITY AND TO EACH OTHER; - TO BE THE ORGANIZATION TO WHICH PEOPLE, BUSINESSES AND INSURERS FIRST TURN TO PROVIDE OR ARRANGE FOR THE PROVISION OF HEALTH-RELATED SERVICES; AND - TO BE THE STANDARD BY WHICH HOSPITAL AND OTHER HEALTH-RELATED SERVICES PROVIDED BY OTHERS ARE MEASURED. PRINCIPLES & VALUES =================== WE COMMIT TO HOLDING OURSELVES, EACH OTHER AND OUR ORGANIZATION TO THE FOLLOWING CORE VALUES: - SERVICE; - INTEGRITY; - QUALITY; - COMPASSION AND DIGNITY; AND - SAFETY. HISTORY ======= THE STORY OF ARIA HEALTH SYSTEM BEGAN IN 1902, WHEN A RESIDENT OF THE FRANKFORD SECTION OF PHILADELPHIA CONTRACTED TYPHOID FEVER. THE PATIENT'S PHYSICIAN, DR. JOSEPH BALL, COULDNT FIND A SINGLE HOSPITAL IN THE CITY TO ADMIT HIS SERIOUSLY ILL PATIENT. NOT ONE OF THE DOWNTOWN HOSPITALS HAD AN AVAILABLE BED. WHEN DR. BALL LEARNED OTHER NORTHEAST PHYSICIANS WERE ALSO HAVING THEIR PATIENTS TURNED AWAY, HE BEGAN AN EFFORT TO ESTABLISH A COMMUNITY HOSPITAL THAT WOULD PROVIDE CONVENIENT, HIGH-QUALITY MEDICAL CARE TO HIS NEIGHBORS. NAMED AFTER THE NEIGHBORHOOD IT WOULD FIRST SERVE, FRANKFORD HOSPITAL - FRANKFORD (NOW ARIA HEALTH - FRANKFORD CAMPUS) OPENED ITS DOORS ON THE FOURTH OF JULY, 1903. DURING THE DECADES THAT FOLLOWED, FRANKFORD EXPANDED UPON DR. BALLS FOUNDING VISION. FOR OVER A CENTURY, THE HOSPITAL INTRODUCED MANY NEW SERVICES TO BETTER MEET THE HEALTH NEEDS OF ITS GROWING COMMUNITIES. FOR EXAMPLE, AS THE HOSPITALS SERVICE AREA GREW AND FLOURISHED, FRANKFORD RESPONDED BY OPENING A SECOND SITE IN 1977. ALMOST IMMEDIATELY, FRANKFORD HOSPITAL TORRESDALE (NOW ARIA HEALTH - TORRESDALE CAMPUS) WAS OPERATING AT FULL CAPACITY, MEETING THE HEALTHCARE NEEDS OF FAMILIES FROM THE FAR NORTHEAST AND LOWER BUCKS COUNTY. WHEN MANY FAMILIES FRANKFORD HOSPITAL HAD BEEN SERVING FOR GENERATIONS BEGAN RELOCATING TO BUCKS COUNTY IN THE 1980S AND 1990S, THE HOSPITAL AGAIN SOUGHT BETTER WAYS TO SERVE THEM. IN MARCH 1999, FRANKFORD ACQUIRED DELAWARE VALLEY MEDICAL CENTER AND TURNED IT INTO ITS THIRD INPATIENT SITE FRANKFORD HOSPITAL BUCKS COUNTY (NOW ARIA HEALTH - BUCKS COUNTY). TO REFLECT AN EXPANDED, REGIONAL VISION FOR HEALTH CARE SERVICE DELIVERY IN NORTHEAST PHILADELPHIA AND BUCKS COUNTY, FRANKFORD HOSPITAL CHANGED ITS NAME TO ARIA HEALTH IN MAY 2009. TODAY, ARIA HEALTHS FOCUS ON ITS FOUNDING PHILOSOPHY IS CLEARER THAN EVER BEFORE. NOW, OUR PHYSICIANS, NURSES AND SUPPORT PERSONNEL PROVIDE ADVANCED MEDICINE AND PERSONAL CARE AT THREE MODERN INPATIENT FACILITIES AND THREE OUTPATIENT SITES ALL OF WHICH ARE EQUIPPED WITH HIGHLY SOPHISTICATED TECHNOLOGY. CAMPUS LOCATIONS AND OUTPATIENT SITES ===================================== ARIA HEALTH HAS THREE HOSPITAL CAMPUSES, TWO OUTPATIENT CENTERS, AND A GROWING NETWORK OF PHYSICIANS THAT SERVE THE NORTHEAST PHILADELPHIA AND BUCKS COUNTY COMMUNITIES. FRANKFORD ========= ARIA HEALTH - FRANKFORD DELIVERS A WIDE RANGE OF EMERGENCY, PRIMARY AND SPECIALTY CARE IN A WARM, FRIENDLY, SERVICE-ORIENTED ENVIRONMENT. WE ALSO COLLABORATE WITH A VARIETY OF HEALTH CARE PARTNERS LIKE MOSS REHAB AND VITAS HOSPICE IN ORDER TO PROVIDE PATIENTS WITH A BROAD RANGE OF CARE AND SERVICES. HIGHLIGHTS OF THE CAMPUS INCLUDE: - EMERGENCY SERVICES; - PRIMARY CARE; - SPECIALTY CARE; - OUTPATIENT SERVICES; AND - PREVENTATIVE HEALTH AND WELLNESS SERVICES. TORRESDALE ========== ARIA HEALTH - TORRESDALE DELIVERS A WIDE RANGE OF SPECIALTY, EMERGENCY AND PRIMARY CARE IN A WARM, FRIENDLY, SERVICE-ORIENTED ENVIRONMENT. OUR PATIENTS AND COMMUNITY MEMBERS ALSO HAVE ACCESS TO A VARIETY OF SUPPORT GROUPS, HEALTH LECTURES, SCREENINGS AND A FULL-SERVICE WELLNESS CENTER. HIGHLIGHTS OF THE CAMPUS INCLUDE: - MINIMALLY INVASIVE SURGICAL SERVICES; - HEART CENTER; - CANCER CENTER; - CENTER FOR GYNECOLOGY AND WOMEN'S HEALTH; - TRAUMA AND EMERGENCY CARE; AND - OUTPATIENT SERVICES. BUCKS COUNTY ============ ARIA HEALTH - BUCKS COUNTY DELIVERS A WIDE RANGE OF EMERGENCY, SPECIALTY AND PRIMARY CARE IN A WARM, FRIENDLY, SERVICE-ORIENTED ENVIRONMENT. OUR PATIENTS AND COMMUNITY MEMBERS ALSO HAVE ACCESS TO A VARIETY OF SUPPORT GROUPS, HEALTH LECTURES, SCREENINGS AND A FULL-SERVICE FITNESS CENTER. HIGHLIGHTS OF THE CAMPUS INCLUDE: - EMERGENCY CARE; - ORTHOPEDIC CARE; - CARDIOVASCULAR SERVICES; - WOMEN'S HEALTH SERVICES; AND - OUTPATIENT SERVICES. WELLNESS PROGRAMS ================= ARIA HAS A LONG TRADITION OF MAKING DISEASE PREVENTION AND HEALTH PROMOTION ACCESSIBLE AND APPEALING TO ITS PATIENTS, FAMILIES AND COMMUNITY BY PROVIDING A VARIETY OF DEDICATED PROGRAMS IN FITNESS AND GROUP EXERCISES, NUTRITION COUNSELING AND WEIGHT LOSS, AND DISEASE MANAGEMENT. NUTRITION --------- (1) INDIVIDUAL NUTRITIONAL COUNSELING - NUTRITIONAL ASSESSMENT AND COUNSELING PROVIDED BY REGISTERED DIETITIANS FOR GENERAL NUTRITION AND A VARIETY OF MEDICAL CONCERNS REQUIRING NUTRITIONAL INTERVENTION. (2) HEALTHY LIFESTYLE PROGRAM - THE HEALTHY LIFESTYLE PROGRAM IS A NUTRITION EDUCATION PROGRAM THAT FOCUSES ON HELPING YOU TO BUILD HEALTHY HABITS TO AID IN WEIGHT MANAGEMENT AND TO TREAT AND PREVENT DISEASE. (3) PCOS (POLYCYSTIC OVARY SYNDROME) NUTRITION EDUCATION SERIES - FEEL COMFORTABLE IN THIS GROUP WITH OTHERS THAT SHARE THIS COMMON ENDOCRINE PROBLEM. THE BI-MONTHLY MEETINGS WILL INCLUDE EDUCATIONAL TOPICS ON CARBOHYDRATE COUNTING, HEALTHY FOOD CHOICES TO HELP MANAGE CHOLESTEROL AND BLOOD PRESSURES, WEIGHT MANAGEMENT, BENEFITS OF EXERCISE, AND RECIPE TIPS. SUPPORT WILL BE PROVIDED BY STAFF MEMBERS AND GROUP MEMBERS. (4) MEDGEM INDIRECT CALORIMETER TESTING - THIS SERVICE REQUIRES A SIMPLE BREATH TEST TO ACCURATELY MEASURE YOUR INDIVIDUAL ENERGY REQUIREMENTS. KNOWING THIS NUMBER WILL HELP YOU WITH YOUR WEIGHT MANAGEMENT GOALS. (5) NUTRITION COUNSELING FOR BARIATRIC SURGERY - THIS SERVICE IS PROVIDED FOR PATIENTS THINKING ABOUT THE LAP BANDING WEIGHT LOSS PROCEDURE THAT IS NOW OFFERED AT THE OXFORD VALLEY MEDICAL PLAZA IN LANGHORNE, PA. (6) HEART HEALTHY & DIABETES SUPERMARKET TOURS - THESE TOURS WILL EMPHASIZE LABEL READING FOR FATS: SATURATED AND UNSATURATED, FIBER, SOY PROTEIN, CARBOHYDRATE, AND OTHER KEY INGREDIENTS TO HELP YOU MANAGE YOUR BLOOD SUGARS, CHOLESTEROL, AND TRIGLYCERIDE LEVELS. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS FITNESS ======= AS QUALIFIED HEALTH AND FITNESS PROFESSIONALS, OUR TEAM WILL WORK DIRECTLY WITH YOU TO SET REALISTIC WELLNESS GOALS AND DEVELOP A CUSTOMIZED EXERCISE PROGRAM. WITH PROVEN SCIENTIFIC METHODS THAT FOCUS ON CARDIOVASCULAR CONDITIONING, STRENGTH, POWER, ENDURANCE, BALANCE AND FLEXIBILITY, NUTRITION, AND MORE, WELL SUPPORT YOUR EFFORTS TO ACHIEVE A HEALTHIER YOU! THE SERVICES WE OFFER INCLUDE: - FITNESS ASSESSMENTS AND REASSESSMENTS; - TAILORED EXERCISE PROGRAMS; - PERSONAL TRAINING WITH A FITNESS SPECIALIST; - NUTRITION AND WEIGHT-LOSS COUNSELING; - EDUCATIONAL SEMINARS AND WORKSHOPS; - FUN AND MOTIVATIONAL FITNESS CAMPAIGNS; AND - MONTHLY NEWSLETTER WITH HELPFUL HEALTH AND FITNESS INFORMATION. PROGRAMS & SUPPORT GROUPS ========================= (1) ARIA HEALTHS DIABETES SELF-MANAGEMENT PROGRAM HAS BEEN RECOGNIZED BY THE AMERICAN DIABETES ASSOCIATION FOR QUALITY SELF-MANAGEMENT EDUCATION. THIS MULTI-SESSION, 10-HOUR PROGRAM TEACHES YOU THE IMPORTANCE OF PROPER NUTRITION, EXERCISE, AND CONTROLLING YOUR BLOOD SUGAR TO MINIMIZE DIABETIC COMPLICATIONS. (2) ARIA HEALTH'S CARDIAC REHABILITATION PROGRAM IS A MEDICALLY MONITORED EXERCISE PROGRAM FOR PERSONS WITH HEART DISEASE. SCHEDULED CLASSES MEET THREE TIMES PER WEEK ON MONDAY, WEDNESDAY, AND FRIDAY. (3) THE PULMONARY REHABILITATION PROGRAM IS A MEDICALLY SUPERVISED PROGRAM FOR PATIENTS WITH CHRONIC RESPIRATORY DISEASE. THE PROGRAM CONSISTS OF EXERCISE AND EDUCATION AND IS DESIGNED TO HELP PATIENTS TO BETTER COPE WITH THEIR BREATHING PROBLEMS. SCHEDULED CLASSES MEET TWO TIMES PER WEEK ON TUESDAY AND THURSDAY. (4) DEAR FRIENDS: LED BY A SOCIAL WORKER, IS A GENERAL SUPPORT GROUP FOR PATIENTS COPING WITH CANCER, ALONG WITH THEIR FRIENDS AND FAMILY MEMBERS. (5) SMOKING CESSATION PROGRAM: THIS FREE PROGRAM IS OFFERED IN CONJUNCTION WITH THE UNIVERSITY OF PENNSYLVANIA. (6) SMOKING CESSATION AND LUNG SCREENING PROGRAM: ARIA HEALTH IS DEDICATED TO CONTINUALLY IMPROVING THE HEALTH OF OUR COMMUNITY. OUR INNOVATIVE COMPREHENSIVE SMOKING CESSATION PROGRAM OFFERS THE NECESSARY TOOLS TO HELP YOU QUIT, WHILE OUR UNIQUE, LOW-DOSE CT SCAN REGIMEN CAN KEEP CLOSE WATCH ON THE HEALTH OF YOUR LUNGS. THESE SCANS ARE SAFE AND ARE MORE EFFECTIVE AT DETECTING EARLY ONSET OF LUNG CANCER THAN TRADITIONAL X-RAYS. (7) LOOK GOOD...FEEL BETTER: SPONSORED BY THE AMERICAN CANCER SOCIETY, THIS IS A FREE PROGRAM FOR WOMEN ACTIVELY UNDERGOING CANCER TREATMENT TO DEAL WITH THE CHANGES TO THEIR SKIN AND HAIR. (8) STROKE SUPPORT GROUP: THE ARIA INSTITUTE FOR NEUROSCIENCES IS PROUD TO ANNOUNCE A MONTHLY MEETING FOR STROKE SURVIVORS, FAMILY MEMBERS, AND FRIENDS. THE FOCUS OF THIS GROUP WILL BE ENCOURAGEMENT, EDUCATION, AND SUPPORT, AND IS LED BY A MASTERS LEVEL SOCIAL WORKER. CHARITY CARE & FINANCIAL ASSISTANCE =================================== ARIA HEALTH HAS AS ITS PRIMARY MISSION THE IMPROVEMENT OF THE OVERALL HEALTH AND WELL-BEING OF THE COMMUNITIES IT SERVES. ARIA HEALTH IS A SYSTEM OF NOT-FOR-PROFIT HOSPITAL FACILITIES, AMBULATORY CARE CENTERS, AND A PRIMARY CARE PHYSICIAN OFFICE THAT PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES TO THE COMMUNITIES IT SERVES. ARIA HEALTH IS COMMITTED TO PROVIDING HIGH QUALITY AND AFFORDABLE CARE TO ALL INDIVIDUALS WHO SEEK SERVICES, INCLUDING THOSE UNINSURED INDIVIDUALS WHO LACK THE MEANS TO PAY FOR SUCH SERVICES. OUR FINANCIAL ASSISTANCE POLICY SETS FORTH THE GUIDELINES AND PROCESSES BY WHICH PATIENTS ARE PROVIDED FINANCIAL ASSISTANCE THROUGH INDIVIDUAL FINANCIAL COUNSELING, HELP IN SEEKING FEDERAL AND STATE CARE COVERAGE, BASED UPON ELIGIBILITY PROVIDING A DISCOUNT FROM ESTABLISHED MEDICAL CARE CHARGES AND APPLYING FOR CHARITY CARE. IF PATIENTS DO NOT HAVE HEALTH INSURANCE OR THEY ARE UNABLE TO PAY THEIR HOSPITAL BILL, PATIENTS MAY QUALIFY FOR MEDICAL ASSISTANCE, MEDICARE, CHARITY CARE OR FINANCIAL ASSISTANCE FROM ARIA HEALTH. TO APPLY FOR CHARITY CARE OR FINANCIAL ASSISTANCE PATIENTS MUST ASSIST HOSPITAL STAFF BY FURNISHING INFORMATION REQUIRED FOR THE APPLICATION. ACCREDITATION ============= ARIA HEALTH IS ACCREDITED BY THE JOINT COMMISSION ON ACCREDITATION OF HEALTHCARE ORGANIZATIONS AND APPROVED BY THE COMMONWEALTH OF PENNSYLVANIA DEPARTMENTS OF HEALTH. THE AMERICAN MEDICAL ASSOCIATION COUNCIL ON MEDICAL EDUCATION AND HOSPITALS HAS ALSO GRANTED APPROVAL FOR THE TRAINING OF INTERNS AND RESIDENTS. THROUGH AUTHORIZATION BY THE COMMONWEALTH OF PENNSYLVANIA, ARIA HEALTH PROVIDES A PROGRAM OF CONTINUING EDUCATION FOR AREA PHYSICIANS. ARIA HEALTH IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, THE HOSPITAL ASSOCIATION OF PENNSYLVANIA, THE DELAWARE VALLEY HOSPITAL COUNCIL AND THE ASSOCIATED HOSPITAL SERVICE OF PHILADELPHIA. THE SCHOOL OF NURSING IS APPROVED BY THE PENNSYLVANIA STATE BOARD OF NURSING AND ACCREDITED BY THE ACCREDITATION COMMISSION FOR EDUCATION IN NURSING; AN EIGHT YEAR ACCREDITATION GRANTED FOR 2013 - 2021. SCHOOL OF NURSING/NURSING AT ARIA ================================= SCHOOL OF NURSING ----------------- ARIA HEALTH SCHOOL OF NURSING CONTINUES TO DISTINGUISH ITSELF, BUILDING ON ITS ROOTS AND HISTORY AS FRANKFORD HOSPITAL SCHOOL OF NURSING AND POISED NOW TO GROW ACROSS ANOTHER HUNDRED YEARS OF SUCCESS IN PROVIDING QUALITY ACADEMICS AND PREPARATION IN THE FIELD OF NURSING. IN THE FALL OF 1904, A TRAINING SCHOOL FOR NURSES WAS ESTABLISHED IN NORTHEAST PHILADELPHIA, JUST A BLOCK AWAY FROM ARIA HEALTH - FRANKFORD CAMPUS, WHICH HAD BEEN FOUNDED IN 1903. UNDER THE DIRECTION OF ANNA C. GARRETT, WHO WAS ALSO ARIA HEALTH - FRANKFORD CAMPUS'S FIRST SUPERINTENDENT, THE FRANKFORD HOSPITAL SCHOOL OF NURSING SET FORTH TO PROVIDE EXCEPTIONAL EDUCATION TO STUDENTS INTERESTED IN PURSUING THE NURSING PROFESSION. THE FRANKFORD HOSPITAL SCHOOL OF NURSING DEVELOPED INTO A DISTINGUISHED CO-EDUCATIONAL INSTITUTION, AND OVER A CENTURY-PLUS PROVIDED MORE THAN 2,500 STUDENTS WITH COMPREHENSIVE LEARNING EXPERIENCES IN PROFESSIONAL NURSING. IN 2004, ARIA HEALTH SCHOOL OF NURSING, UNDER ITS FORMER NAME OF THE FRANKFORD HOSPITAL SCHOOL OF NURSING, CELEBRATED ITS 100-YEAR ANNIVERSARY. IT CONTINUES TO CARRY ON THE LONG TRADITION OF EDUCATING CARING AND PROFESSIONAL NURSES WHO WILL BECOME A VITAL PART OF THE HEALTHCARE COMMUNITY AND THE COMMUNITY IN WHICH THEY LIVE. IN APRIL OF 2012, ARIA HEALTH SCHOOL OF NURSING RELOCATED TO THE ARIA CORPORATE CENTER AT NESHAMINY INTERPLEX IN TREVOSE, PA. THE NEW FACILITY PROVIDES OUR STUDENTS WITH A PROFESSIONAL SETTING IN WHICH TO PURSUE THEIR STUDIES. YEAR AFTER YEAR, ARIA HEALTH SCHOOL OF NURSING GRADUATES ARE JUST AS UNANIMOUSLY SATISFIED WITH THEIR EDUCATION AS THEIR EMPLOYERS ARE WITH THEIR PERFORMANCE. THE LEADERSHIP OF THOMAS JEFFERSON UNIVERSITYS JEFFERSON COLLEGE OF NURSING AND ARIA HEALTHS SCHOOL OF NURSING ARE PLANNING TO OPEN A BACHELOR OF SCIENCE IN NURSING (BSN) PROGRAM AT THE ARIA CAMPUS IN TREVOSE, PA, PENDING APPROVAL BY THE PENNSYLVANIA BOARD OF NURSING. THE DECISION TO MOVE FROM A DIPLOMA PROGRAM TO A BSN-DEGREE GRANTING PROGRAM WAS THE RESULT OF A THOUGHTFUL AND DELIBERATE PROCESS INVOLVING AN INTEGRATION TEAM THAT INCLUDED NURSING AND NURSING EDUCATION LEADERS. GRADUATE MEDICAL EDUCATION/RESIDENCY PROGRAM ============================================ CHOOSING A RESIDENCY PROGRAM IS A MILESTONE IN A MEDICAL EDUCATION. ARIA HEALTH RESIDENCY PROGRAMS ARE COMMITTED TO PROVIDING THE VERY BEST EDUCATIONAL EXPERIENCE IN A FRIENDLY COMMUNITY ENVIRONMENT. INDIVIDUALIZED INSTRUCTION, UNDER THE TUTELAGE OF OUR DEDICATED CLINICAL AND TEACHING FACULTY, ENSURES THAT EACH INDIVIDUAL'S NEEDS ARE MET. STUDENTS SEEKING AN ACADEMIC PROGRAM IN A CARING, COMMUNITY SETTING SHOULD LOOK FIRST AT ARIA. THE BEST WAY TO FIND OUT ABOUT OUR MEDICAL EDUCATION PROGRAM IS TO SCHEDULE A ROTATION AT ARIA DURING THE THIRD OR FOURTH YEARS OF MEDICAL SCHOOL. WE BELIEVE THAT THIS EXPERIENCE WILL CONVINCE STUDENTS TO CONTINUE THEIR MEDICAL EDUCATION AT ARIA. IF STUDENTS ARE UNABLE TO ARRANGE A ROTATION, WE INVITE THEM TO GET TO KNOW US THROUGH A PERSONAL VISIT AND A TOUR OF OUR FACILITIES. RICH IN EDUCATIONAL OPPORTUNITIES, ARIA ALSO HOSTS RESIDENTS FROM PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE, ALBERT EINSTEIN MEDICAL CENTER, DREXEL HAHNEMANN UNIVERSITY AND DEBORAH HEART AND LUNG CENTER. ARIA'S DEPARTMENT OF MEDICAL EDUCATION HAS AN OSTEOPATHIC RESIDENCY PROGRAMS IN FAMILY PRACTICE, INTERNAL MEDICINE AND EMERGENCY MEDICINE, AS WELL AS COMBINED PROGRAMS IN FAMILY PRACTICE/EMERGENCY MEDICINE AND INTERNAL MEDICINE/EMERGENCY MEDICINE. OUR INSTITUTION ALSO HAS A 3 YEAR PMSR/RRA RESIDENCY PROGRAM. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS JEFFERSON HEALTH ================ THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY 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 HAS APPROXIMATELY 3,200 STUDENTS AND IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. TJUHS, ABINGTON AND ARIA ARE INTEGRATED HEALTHCARE ORGANIZATIONS THAT PROVIDE INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES THROUGH ACUTE CARE, AMBULATORY CARE, PHYSICIAN AND OTHER PRIMARY CARE SERVICES FOR RESIDENTS OF THE GREATER PHILADELPHIA REGION. JEFFERSON HEALTH ================ CURRENTLY, JEFFERSON HEALTH COMPRISES 14 HOSPITALS, OVER 50 OUTPATIENT AND URGENT CARE CENTERS, AS WELL AS PHYSICIAN PRACTICES AND EVERYWHERE WE DELIVER CARE THROUGHOUT THE CITY AND SUBURBS ACROSS PHILADELPHIA, MONTGOMERY AND BUCKS COUNTIES IN PA., AND CAMDEN COUNTY IN NEW JERSEY. TOGETHER, THESE FACILITIES SERVE MORE THAN 130,000 INPATIENTS, 519,000 EMERGENCY PATIENTS AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY. THOMAS JEFFERSON UNIVERSITY HOSPITAL IS THE LARGEST FREESTANDING ACADEMIC MEDICAL CENTER IN PHILADELPHIA. ABINGTON HOSPITAL IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. OTHER HOSPITALS INCLUDE JEFFERSON HOSPITAL FOR NEUROSCIENCE IN CENTER CITY PHILADELPHIA; METHODIST HOSPITAL IN SOUTH PHILADELPHIA; AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP; JEFFERSON BUCKS HOSPITAL; JEFFERSON CHERRY HILL HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON STRATFORD HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; JEFFERSON WASHINGTON TOWNSHIP HOSPITAL; MAGEE REHABILITATION HOSPITAL; AND ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL. THOMAS JEFFERSON UNIVERSITY ENROLLS MORE THAN 7,500 FUTURE PHYSICIANS, SCIENTISTS, NURSES AND HEALTHCARE PROFESSIONALS IN THE SIDNEY KIMMEL MEDICAL COLLEGE (SKMC), JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES, HEALTH PROFESSIONS, NURSING, PHARMACY, POPULATION HEALTH AND IS HOME OF THE NATIONAL CANCER INSTITUTE (NCI)-DESIGNATED SIDNEY KIMMEL CANCER CENTER. OUR MISSION: WE IMPROVE LIVES. OUR VISION: REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. OUR VALUES: THE BEHAVIORS OUR EMPLOYEES DEMONSTRATE DAILY TO PATIENTS AND THEIR FELLOW STAFF ENABLE JEFFERSON TO CONTINUE ACHIEVE ITS MISSION. JEFFERSON'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR, AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE: - PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY - BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED - DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY AWARDS & HONORS =============== JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RECOGNIZED BOTH NATIONALLY AND LOCALLY BY VARIOUS ORGANIZATIONS AND INSTITUTIONS IN JUST ABOUT EVERY ASPECT OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE. - U.S. NEWS RATES JEFFERSON AMONG THE BEST IN 2017-18 SURVEY - BECKER'S HOSPITAL REVIEW AGAIN NAMES JEFFERSON "GREAT HOSPITAL" - A METABOLIC AND BARIATRIC SURGERY ACCREDITED CENTER - HAP EXCELLENCE IN CARE AWARD - ACE UNIT AT METHODIST HOSPITAL EARNS SILVER BEACON AWARD FOR EXCELLENCE - B5 MEDICAL-SURGICAL UNIT RECEIVES AMSN PRISM AWARD - DISTINGUISHED HOSPITAL AWARD FOR CLINICAL EXCELLENCE RECIPIENTS 2016 - PHILADELPHIA MAGAZINES 2017 TOP DOCTORS - JEFFERSON PHYSICIANS RATED TOP DOCS BY CASTLE CONNOLLY - NATIONAL CANCER INSTITUTE (NCI) DESIGNATION - JEFFERSON CARDIAC REHABILITATION EARNS AACVPR CERTIFICATION - JEFFERSON RADIATION ONCOLOGY EARNS APEX - MAGNET REDESIGNATION - AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER OUTSTANDING ACHIEVEMENT AWARD - THE JOINT COMMISSION 2013 TOP PERFORMER ON KEY QUALITY MEASURES - THE JOINT COMMISSION CERTIFICATIONS AND ADVANCED CERTIFICATIONS - 2014 HR DEPARTMENT OF THE YEAR AWARD - JEFFERSON AWARDED 3-YEAR ACCREDITATION WITH COMMENDATION - 2014 DELAWARE VALLEY PATIENT SAFETY & QUALITY AWARDS - JEFFERSON RECOGNIZED AS LEADER IN LGBT HEALTHCARE EQUALITY - ORTHOPEDIC PROGRAM EARNS RECOGNITION FROM BECKER'S HOSPITAL REVIEW - A TRANSPLANT CENTERS OF EXCELLENCE NETWORK FACILITY - AETNA INSTITUTE OF EXCELLENCE FOR TRANSPLANT DESIGNATION - MEDICAL CARDIAC CARE UNIT RECEIVES BEACON AWARD FOR EXCELLENCE - GET WITH THE GUIDELINES-STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD - PULMONARY ASSOCIATES RECEIVES LEVEL 3 RECOGNITION AS A PATIENT-CENTERED SPECIALTY PRACTICE - JEFFERSON MEDICAL CARE SOUTH PHILADELPHIA RECEIVES NATIONAL RECOGNITION FOR PATIENT CENTERED CARE - FAMILY AND COMMUNITY MEDICINE RECEIVES EXCEPTIONAL RATING - INTERNAL MEDICINE ASSOCIATES RECEIVES LEVEL 3 RECOGNITION FOR PPC-PCMH - SIDNEY KIMMEL CANCER CENTER IS A MELANOMA CENTER OF EXCELLENCE - CSI NAMES JEFFERSON A CANCER CENTERS OF EXCELLENCE NETWORK FACILITY - JEFFERSON DESIGNATED AETNA INSTITUTES OF QUALITY FOR SPINE SURGERY - BLUE DISTINCTION FOR BARIATRIC SURGERY - BLUE DISTINCTION+ CENTER FOR CARDIAC CARE - BLUE DISTINCTION CENTER FOR KNEE AND HIP REPLACEMENT - BLUE DISTINCTION CENTER FOR MATERNITY - BLUE DISTINCTION CENTER FOR COMPLEX AND RARE CANCERS - BLUE DISTINCTION CENTER FOR SPINE SURGERY - BLUE DISTINCTION CENTER FOR TRANSPLANTS - CHEST PAIN CENTER DESIGNATION - COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES - SIDNEY KIMMEL CANCER CENTER RECEIVES FERTILE HOPE CENTER OF EXCELLENCE DESIGNATION - UNITED NETWORK FOR ORGAN SHARING (UNOS) CERTIFICATION - BREAST CARE CENTER RECEIVES NAPBC ACCREDITATION - JEFFERSON DESIGNATED A NEONATAL CENTERS OF EXCELLENCE NETWORK - MODEL SPINAL CORD INJURY CENTER DESIGNATION - TRANSPLANTATION PROGRAM IS A CENTER FOR MEDICARE AND MEDICAID - JEFFERSON HONORED WITH YITZHAK RABIN PUBLIC SERVICE AWARD QUALITY & SAFETY ================ SINCE 1825, THE PHYSICIANS, NURSES AND STAFF AT THOMAS JEFFERSON UNIVERSITY HOSPITALS HAVE MADE THE SAFETY OF OUR PATIENTS AND THE QUALITY OF CARE WE DELIVER TOP PRIORITIES. WE RECOGNIZE THAT THE CARE WE PROVIDE AFFECTS EVERY PATIENT AND FAMILY MEMBER WHO COMES THROUGH OUR DOORS. OUR COMMITMENT TO QUALITY IS MEASURED IN BETTER PATIENT OUTCOMES AND INCREASED PATIENT SATISFACTION. THE RESULT IS GENERATIONS OF FAMILIES TURN TO JEFFERSON BECAUSE THEY KNOW THAT WE DELIVER SAFE, SUPERIOR AND COMPASSIONATE CARE, FROM DIAGNOSTICS THROUGH FOLLOW-UP CARE. AT JEFFERSON, WE DON'T JUST TALK ABOUT SAFETY AND QUALITY: WE SET GOALS AND BENCHMARK OUR RESULTS TO ENSURE WE ARE MEETING AND EXCEEDING NATIONAL STANDARDS. WE USE A "BALANCED SCORECARD" APPROACH TO CONTINUALLY MEASURE OUR PROGRESS TOWARD OUR GOALS. THIS APPROACH PROVIDES ACCOUNTABILITY AT ALL LEVELS AND TRACKS THOSE METRICS THAT HAVE THE GREATEST IMPACT ON OUR STRATEGIC VALUES QUALITY AND SAFETY, SERVICE, PEOPLE, GROWTH AND FINANCE AND OPERATIONS. IN OUR DRIVE TO DELIVER THE BEST QUALITY CARE, WE UTILIZE PROVEN METHODOLOGIES FOR QUALITY IMPROVEMENT. MANY OF OUR STAFF HAVE RECEIVED DEDICATED TRAINING AND GAINED EXPERTISE IN SPECIAL TECHNIQUES TO DRIVE IMPROVEMENTS IN QUALITY AND SAFETY. CORE FORM, PART III; QUESTION 4D EXPENSES INCURRED IN PROVIDING VARIOUS OTHER 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. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O. CORE FORM, PART VI, SECTION A; QUESTION 2 EDWARD F MCKENNA, JR. & AUSTIN A. MEEHAN, III - FAMILY RELATIONSHIP. CORE FORM, PART VI, SECTION A; QUESTION 4 EFFECTIVE JULY 1, 2016, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE CORPORATE MEMBER OF ARIA HEALTH SYSTEM ("AHS"). AHS AND TJU ENTERED INTO A LETTER OF INTENT TO JOIN TOGETHER IN OCTOBER 2015 AND A DEFINITIVE AGREEMENT WAS SIGNED IN JANUARY 2016. 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. BOTH ORGANIZATIONS PREPARED AMENDED AND RESTATED ARTICLES OF INCORPORATION WHERE TJU BECAME THE SOLE MEMBER OF AHS. THESE DOCUMENTS WERE FILED AND EXECUTED EFFECTIVE JULY 1, 2016 AT 12:01 AM. ACCORDINGLY, THIS ORGANIZATION'S BYLAWS WERE AMENDED AND RESTATED TO INCLUDE TJU AS THE ULTIMATE PARENT. 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 OF TRUSTEE MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART X; BALANCE SHEET RESTATEMENT CERTAIN RECLASSIFICATIONS HAVE BEEN MADE TO THE PRIOR YEAR BALANCES PREVIOUSLY REPORTED TO CONFORM TO THE CURRENT YEAR PRESENTATION IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE 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; AND - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C. 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 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 INCLUDE: - NET ACQUISITION BY THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH ON JULY 1, 2016 - $98,193,394; - OTHER CHANGES IN NET ASSETS - $19,594,677. 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, 2017 AND JUNE 30, 2016; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES. AN UNQUALIFIED 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. CORE FORM, PART XII; QUESTION 3 THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133. ARIA IPE LLC 10800 KNIGHTS ROAD PHILADELPHIA PA 19114 460550807 HEALTH SVCS. PA 1869408 16272618 ARIA HEALTH THOMAS JEFFERSON UNIVERSITY 601 WALNUT ST STE 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)(3) 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 true LANSDALE HOSPITAL CORPORATION 100 MEDICAL CAMPUS DRIVE LANSDALE PA 19446 263359979 HEALTH SVCS. PA 501(c)(3) HOSPITAL AH true ABINGTON HEALTH FOUNDATION 1200 OLD YORK ROAD ABINGTON PA 19001 232188052 FUNDRAISING PA 501(C)(3) 509(A)(1) AH true ARIA HEALTH SYSTEM 10800 KNIGHTS ROAD PHILADELPHIA PA 19114 232239131 HEALTH SVCS. PA 501(C)(3) 509(A)(3) TJU 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 HOSPITAL MEDICAL IMAGING INC 2451 GRANT AVENUE PHILADELPHIA PA 19114 232472600 HEALTH SVCS. PA 501(C)(3) 509(A)(3) AHS 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 MLJH LLC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA PA 19106 821445171 HEALTH SVCS. PA 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 RELATED 212059 4900608 false 0 false 0.53139 MED IMAGING ASSOC 2451 GRANT AVE PHILADELPHIA PA 19114 232491498 HEALTH SVCS. PA NA JEFFHEDGE LLC 1301 2ND AVE SEATTLE WA 98101 453214379 INVESTMENTS DE 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 HEALTH SVCS. PA NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE PC C/O TJU601 WALNUT STSTE 925E PHILADELPHIA PA 19106 223536371 HEALTH SVCS. NJ NA C CORP. false JEFFERSON PHYSICIAN SVCS OF CALIFORNIA C/O TJU601 WALNUT STSTE 925E PHILADELPHIA PA 19106 371856786 HEALTH SVCS. 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 HEALTH CARE INC 10800 KNIGHTS ROAD PHILADELPHIA PA 19114 200214524 HEALTH SVCS. PA NA C CORP. false TF DEVELOPMENT LTD 3 VILLAGE ROAD HORSHAM PA 19044 232197865 REAL ESTATE PA NA C CORP. false false false false true true false false false false false false false false true true false true 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.