ABINGTON MEMORIAL HOSPITAL FOUNDATION: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ABINGTON MEMORIAL HOSPITAL FOUNDATION (EIN 23-2188052)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-05-14
- IRS object ID
- 201831349349304148
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T13:58:18-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WithumSmithBrown PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LOGAN SQUARE SUITE 2001 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232188052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABINGTON HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL B WALSH | InCareOfNm |
| Business Name Control | ABIN | BusinessNameControlTxt |
| Phone | 2154812851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1Txt |
| City | ABINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL B WALSH | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Signature | 2018-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Mariani | PreparerPersonNm |
| PTIN | P00642486 | PTIN |
| Phone | 2155462140 | PhoneNum |
| Preparation | 2018-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURENCE M MERLIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1Txt |
| City | ABINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,698,515 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ABINGTONHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS & SERVICES OF ABINGTON MEMORIAL HOSPITAL & LANSDALE HOSPITAL CORPORATION; RELATED IRC SECTION 501(C)(3) TAX-EXEMPT ORGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 38 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 34 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 563 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $15,918,032 | PYContributionsGrantsAmt |
| CY Contributions Grants | $12,645,809 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,068,228 | PYInvestmentIncomeAmt |
| CY Investment Income | $35,345,252 | CYInvestmentIncomeAmt |
| PY Other Revenue | $274,718 | PYOtherRevenueAmt |
| CY Other Revenue | $255,453 | CYOtherRevenueAmt |
| PY Total Revenue | $33,260,978 | PYTotalRevenueAmt |
| CY Total Revenue | $48,246,514 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $11,594,918 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $8,469,214 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $85,431 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $112,009 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $112,009 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $919,862 | PYOtherExpensesAmt |
| CY Other Expenses | $955,996 | CYOtherExpensesAmt |
| PY Total Expenses | $12,600,211 | PYTotalExpensesAmt |
| CY Total Expenses | $9,537,219 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $20,660,767 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $38,709,295 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $746,957,412 | TotalAssetsBOYAmt |
| Total Assets EOY | $870,109,260 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $15,334,900 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $10,627,164 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $731,622,512 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $859,482,096 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE 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. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,329,610 | ExpenseAmt |
| Grant | $8,469,214 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EXPENSES INCURRED IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE 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. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
| Total Program Service Expenses | $9,329,610 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 38 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 34 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL B WALSH | PersonNm |
| Phone | 2154812851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1Txt |
| City | ABINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (41 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BRUCE K ENTWISLE | |||||||
| CHAIRMAN - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| JEAN FITZPATRICK PHD | |||||||
| VICE CHAIR - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REEVES MILLER | |||||||
| SECRETARY - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTA BUERGER | |||||||
| TREASURER - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ARNOLD W BRADBURD | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DOUGLAS S CALLANTINE | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| EDITH R DIXON | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE T DOWNS III | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| CAROL ROHBAK DURHAM | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARK R ESKIN | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| WILLIAM W FONNER | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GAIL GARBER | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HARVEY GUTTMANN MD | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARILYN D HARRIS | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN J KELLY MD | |||||||
| TRUSTEE-EVP&CHIEF CLINICAL OFF | 55.0 | 0.0 | Yes (X) | $0 | $1,217,720 | $54,974 | |
| H LEWIS KLEIN | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD KRAUSS | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LINDA MANFREDONIA ESQ | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARGARET M MCGOLDRICK | |||||||
| TRUSTEE - PRESIDENT, AMH/LHC | 55.0 | 0.0 | Yes (X) | Yes (X) | $0 | $912,504 | $204,251 |
| LAURENCE M MERLIS | |||||||
| TRUSTEE-EVP,COO-JEFFERSON HLTH | 55.0 | 0.0 | Yes (X) | Yes (X) | $0 | $1,665,754 | $712,579 |
| NEAL PEARLSTINE ESQ | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK PENNEKAMP | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT PETERMAN | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| REV DR BRUCE W PETTY SR | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DONALD PIZER | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DANIEL J REAVY | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J RIETHMILLER JR | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEREMY A ROSENAU | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ANDREW D RUBIN | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HERBERT L SACHS | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL A SCULLY | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FREDDA L SEGAL | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STANLEY A SINGER | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SNYDER MD | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $43,696 | $0 | |
| STEVEN E SPENCER MD | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ELLIOT W STONE | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARY ANN WATSON | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT W WHITE | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STEVEN BARRER MD | |||||||
| TRUSTEE (TERMED 10/31/2016) | 55.0 | 0.0 | Yes (X) | $0 | $734,194 | $29,746 | |
| MICHAEL B WALSH | |||||||
| SR VP; FINANCE/CFO | 55.0 | 0.0 | Yes (X) | $0 | $846,888 | $195,436 | |
| JILL G KYLE | |||||||
| SR VP; REGIONAL ADVANCEMENT | 55.0 | 0.0 | Yes (X) | $0 | $381,696 | $70,468 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,802,452 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,267,454 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESTERN ASSET MANAGEMENT | |||||
| 620 8TH AVENUE 50TH FLOOR | NEW YORK | NY | 10018 | INVESTMENT MGMT. | $330,396 |
| MERGANSER CAPITAL MANAGEMENT LLC | |||||
| 99 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MGMT. | $232,979 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $752,867 | FundraisingAmt |
| Government Grants | $1,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $10,892,942 | AllOtherContributionsAmt |
| Noncash Contributions | $1,639,090 | NoncashContributionsAmt |
| Total Contributions | $12,645,809 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $35,345,252 | TotalRevenueColumnAmt |
| Exclusion | $35,345,252 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $450,651 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $752,867 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $450,651 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $12,134 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,350 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,784 | TotalRevenueColumnAmt |
| Exclusion | $10,784 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENDING INCOME | Desc |
| Business | 722511 | BusinessCd |
| Total Revenue Column | $244,669 | TotalRevenueColumnAmt |
| Exclusion | $244,669 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $244,669 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $48,246,514 | TotalRevenueColumnAmt |
| Exclusion | $35,600,705 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,446,464 | TotalAmt |
| Program Services | $8,446,464 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,750 | TotalAmt |
| Program Services | $22,750 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $10,800 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,009 | TotalAmt |
| Fundraising | $112,009 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,266 | TotalAmt |
| Program Services | $731,939 | ProgramServicesAmt |
| Management And General | $81,327 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,215 | TotalAmt |
| Program Services | $9,193 | ProgramServicesAmt |
| Management And General | $1,022 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,551 | TotalAmt |
| Program Services | $10,396 | ProgramServicesAmt |
| Management And General | $1,155 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PURCHASED SERVICES | Desc |
| Total | $108,964 | TotalAmt |
| Program Services | $98,068 | ProgramServicesAmt |
| Management And General | $10,896 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,537,219 | TotalAmt |
| Program Services | $9,329,610 | ProgramServicesAmt |
| Management And General | $95,600 | ManagementAndGeneralAmt |
| Fundraising | $112,009 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,311 | BOYAmt |
| EOY | $24,424 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,128,155 | BOYAmt |
| EOY | $12,479,935 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $732,334,853 | BOYAmt |
| EOY | $855,582,154 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $470,093 | BOYAmt |
| EOY | $2,022,747 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,957,412 | BOYAmt |
| EOY | $870,109,260 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $183,554 | BOYAmt |
| EOY | $179,454 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,151,346 | BOYAmt |
| EOY | $10,447,710 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,334,900 | BOYAmt |
| EOY | $10,627,164 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $633,481,176 | BOYAmt |
| EOY | $749,522,464 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,500,159 | BOYAmt |
| EOY | $79,140,456 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,641,177 | BOYAmt |
| EOY | $30,819,176 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $731,622,512 | BOYAmt |
| EOY | $859,482,096 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $746,957,412 | BOYAmt |
| EOY | $870,109,260 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $38,709,295 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $56,964,953 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $32,185,336 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,647,231 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,310,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,193,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,918,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,645,809 | CurrentTaxYearAmt |
| Total | $62,714,620 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,647,231 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9,310,405 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,193,143 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,918,032 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $12,645,809 | CurrentTaxYearAmt |
| Total | $62,714,620 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $321,631 | SubstantialContributorsTotAmt |
| Public Support Total170 | $62,392,989 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,791,665 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,503,152 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $26,389,087 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,068,228 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $35,345,252 | CurrentTaxYearAmt |
| Total | $110,097,384 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $172,812,004 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,486,895 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.36105 | PublicSupportCY170Pct |
| Public Support PY170 | 0.40829 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $30,641,177 | BeginningYearBalanceAmt |
| Contributions | $177,999 | ContributionsAmt |
| End Year Balance | $30,819,176 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,940,232 | BeginningYearBalanceAmt |
| Contributions | $700,945 | ContributionsAmt |
| End Year Balance | $30,641,177 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,528,363 | BeginningYearBalanceAmt |
| Contributions | $411,869 | ContributionsAmt |
| End Year Balance | $29,940,232 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,188,526 | BeginningYearBalanceAmt |
| Contributions | $1,339,837 | ContributionsAmt |
| End Year Balance | $29,528,363 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,079,642 | BeginningYearBalanceAmt |
| Contributions | $108,884 | ContributionsAmt |
| End Year Balance | $28,188,526 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & CASH EQUIVALENTS | $848,192,922 | F |
| FIXED INCOME SECURITIES | F | |
| UNREGISTER FIXED INCOME | F | |
| MUTUAL FUNDS | F | |
| UNREGISTER MUTUAL FUNDS | F | |
| PERPETUAL TRUSTS | $7,389,232 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $855,582,154 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LIFE INCOME ANNUITY | Desc |
| Amt | $10,447,710 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $10,447,710 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE D, PART V, LINE 4 | FormAndLineReferenceDesc |
| Explanation | ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE YEARS ENDED JUNE 30, 2017 AND JUNE 30, 2016; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE SYSTEMS AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: THOMAS JEFFERSON UNIVERSITY'S ("TJU'S") ENDOWMENTS CONSIST OF 874 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE, WHICH ARE REPORTED IN UNRESTRICTED NET ASSETS, WERE $1.5 MILLION AND $2.4 MILLION AS OF JUNE 30, 2017 AND 2016, RESPECTIVELY. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW PERMANENTLY RESTRICTED CONTRIBUTIONS AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). RATHER, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJUS ENDOWMENT FUNDS. THE PENNSYLVANIA ACT ALLOWS A NONPROFIT TO ELECT TO APPROPRIATE FOR EXPENDITURE AN INVESTMENT POLICY THAT SEEKS THE LONG-TERM PRESERVATION OF THE REAL VALUE OF THE INVESTMENTS. IN ACCORDANCE WITH THE PENNSYLVANIA ACT, THE OBJECTIVES OF TJUS INVESTMENT POLICY IS TO PROVIDE A LEVEL OF SPENDABLE INCOME WHICH IS SUFFICIENT TO MEET THE CURRENT AND FUTURE BUDGETARY REQUIREMENTS OF TJU AND WHICH IS CONSISTENT WITH THE GOAL OF PROTECTING THE PURCHASING POWER OF THE INVESTMENTS. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF TJU IS BASED ON 75% OF THE PRIOR YEAR SPENDABLE INCOME AND 25% OF THE CALCULATED TWO YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE MULTIPLIED BY 4.75% FOR SCHOLARSHIP FUNDS AND 7% FOR NON-SCHOLARSHIP FUNDS; THE SUM OF WHICH IS ADJUSTED BY AN INFLATION FACTOR. THE CALCULATION OF THE SPENDABLE INCOME FOR ENDOWMENT FUNDS OF ABINGTON IS BASED ON 5% OF THE CALCULATED THREE YEAR AVERAGE OF THE ENDOWMENT MARKET VALUE. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|---|---|---|---|
| DAVID SANDERS COMMUN | ||||||
| 124 FITZWATER STREET | PHILADELPHIA | PA | 19147 | CAMPAIGN PLAN | false | $54,080 |
| DONNA FINK | ||||||
| 28 GERALD AVENUE | FEASTERVILLE | PA | 19053 | PHILAN. CONSULTING | false | $10,950 |
| IDONEUS CONSULTING LLC | ||||||
| 4348 CHRISTIAN SPRINGS ROAD | NAZARETH | PA | 18064 | GRANT CONSULTING | false | $19,670 |
| SCHULTZ AND WILLIAMS INC | ||||||
| 1617 JFK BOULEVARD SUITE 1700 | PHILADELPHIA | PA | 19103 | CAMPAIGN PLAN | false | $14,645 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $99,345 | TotalRetainedByContractorsAmt |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $411,030 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $304,680 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $106,350 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $89,890 | RentFacilityCostsEvent1Amt |
| Entertainment Event1 | $6,500 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $9,960 | OtherDirectExpensesEvent1Amt |
| Event2 | JF VILLAGE FAIR | Event2Nm |
| Gross Receipts Event2 | $401,738 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $205,024 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $196,714 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $80,683 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $42,360 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $4,600 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $69,071 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 16 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $390,750 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $243,163 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $147,587 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $6,630 | CashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $45,616 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $11,110 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,555 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $80,676 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,203,518 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $752,867 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $450,651 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $6,630 | CashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $216,189 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $53,470 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $14,655 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $159,707 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $450,651 | DirectExpenseSummaryEventsAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConductedCd |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1Txt |
| City | ABINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19001 | ZIPCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART III, QUESTION 16 | FormAndLineReferenceDesc |
| Explanation | 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, WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). THIS ORGANIZATION ITSELF HAS NO PAID PERSONNEL RECEIVING COMPENSATION DIRECTLY FROM THIS ORGANIZATION. RATHER, ABINGTON HEALTH FINANCE PERSONNEL ARE EMPLOYED BY AMH. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABINGTON MEMORIAL HOSPITAL | |||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 231352152 | 501(C)(3) | $8,022,724 | GENERAL SUPPORT |
| LANSDALE HOSPITAL CORPORATION | |||||||
| 100 MEDICAL CAMPUS DRIVE | LANSDALE | PA | 19446 | 263359979 | 501(C)(3) | $423,740 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 50 | RecipientCnt |
| Cash Grant | $22,750 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN J KELLY MD | ||||||||||||||
| TRUSTEE-EVP&CHIEF CLINICAL OFF | $0 | $632,612 | $0 | $293,256 | $0 | $291,852 | $0 | $47,585 | $0 | $7,389 | $0 | $1,272,694 | $0 | $239,763 |
| MARGARET M MCGOLDRICK | ||||||||||||||
| TRUSTEE - PRESIDENT, AMH/LHC | $0 | $492,825 | $0 | $172,099 | $0 | $247,580 | $0 | $190,050 | $0 | $14,201 | $0 | $1,116,755 | $0 | $19,348 |
| LAURENCE M MERLIS | ||||||||||||||
| TRUSTEE-EVP,COO-JEFFERSON HLTH | $0 | $980,253 | $0 | $458,500 | $0 | $227,001 | $0 | $704,190 | $0 | $8,389 | $0 | $2,378,333 | $0 | $202,798 |
| STEVEN BARRER MD | ||||||||||||||
| TRUSTEE (TERMED 10/31/2016) | $0 | $734,194 | $0 | $0 | $0 | $0 | $0 | $12,500 | $0 | $17,246 | $0 | $763,940 | $0 | $0 |
| MICHAEL B WALSH | ||||||||||||||
| SR VP; FINANCE/CFO | $0 | $417,432 | $0 | $154,114 | $0 | $275,342 | $0 | $180,714 | $0 | $14,722 | $0 | $1,042,324 | $0 | $231,633 |
| JILL G KYLE | ||||||||||||||
| SR VP; REGIONAL ADVANCEMENT | $0 | $250,156 | $0 | $80,957 | $0 | $50,583 | $0 | $61,129 | $0 | $9,339 | $0 | $452,164 | $0 | $48,726 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART VII AND SCHEDULE J | TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2016 FORMS W-2. |
| SCHEDULE J, PART 1; QUESTION 4B | THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATED TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE INDIVIDUAL HAS SATISFIED THE AGE AND YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN J. KELLY, M.D., $269,304; MARGARET M. MCGOLDRICK, $189,832; LAURENCE M. MERLIS, $102,226; MICHAEL B. WALSH, $231,633 AND JILL G. KYLE, $28,487. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNT IS 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: JOHN J. KELLY, M.D., $15,085; MARGARET M. MCGOLDRICK, $159,031; LAURENCE M. MERLIS, $250,000; KEITH W. SWEIGARD, M.D., $45,616; MICHAEL B. WALSH, $168,214 AND JILL G. KYLE, $31,293. THE DEFERRED COMPENSATION AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN A TJU RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN THE INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LAURENCE M. MERLIS, $400,000. |
| 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 AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") AND EXECUFLEX 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: JOHN J. KELLY, M.D., $239,763; MARGARET M. MCGOLDRICK, $19,348; LAURENCE M. MERLIS, $202,798; MICHAEL B. WALSH, $231,633 AND JILL G. KYLE, $48,726. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 10 | ContributionCnt |
| Noncash Contributions Rpt F990 | $1,017,240 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS ITEMS | Desc |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $621,850 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I; QUESTION 32b | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES THE SERVICES OF AN INDEPENDENT INVESTMENT MANAGEMENT FIRM TO SELL DONATED SECURITIES. THE ORGANIZATION PAYS FAIR MARKET VALUE RATES AND COMMISSIONS IN THESE INSTANCES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (15 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III | Abington health foundation ("ahf") 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). Effective april 30, 2015 at 11:59 pm, thomas jefferson university ("tju"), a pennsylvania nonprofit organization that is exempt from federal income taxation pursuant to section 501(c)(3) of the internal revenue code, became the sole corporate member of abington health ("ah"). This transaction was achieved by the filing of the amended and restated articles of incorporation. As a result of this transaction, ah and its subsidiaries, abington memorial hospital ("AMH"), lansdale hospital corporation ("LHC"), and abington health foundation (collectively, the "subsidiaries"), became subsidiaries of tju, creating a university health system, known as jefferson, that encompasses thomas jefferson university plus jefferson health. Part of jefferson health since 2015, which has also recently merged with the former aria health, the combined entity includes nine hospitals and 35 outpatient and urgent care center locations located throughout philadelphia, bucks and montgomery counties in pennsylvania and camden and gloucester counties in new jersey. Outpatient and community-based services are delivered through a network of owned and affiliated physician practices, satellite medical and surgical centers, outpatient laboratories and radiology centers. Together, jefferson health has 102,000 inpatient admissions, 373,000 emergency department visits, and 2.2. Million outpatient visits annually. The partnership will strengthen the enterprises ability to care for the communities we serve. In addition, jeffersons unique governance structure continues as a combined board with equal representation from jefferson, abington and aria. This merger brings changes, but one thing remains constant: all charitable gifts to ahf are directed to amh and lhc and affiliate locations throughout the community, just as donors wish. All existing donor-designated funds and endowments that were established to support specific programs at ah will continue to fund those specific purposes intended by donors. Abington jefferson health entities include the following: two hospitals: together, amh and lhc have 800 licensed beds. Six outpatient campuses: abington health center blue bell, abington health center-elkins park, abington health center-lower gwynedd, abington health center-montgomeryville, abington health center-warminster and abington health center-willow grove. In addition, three urgent care centers in flourtown, feasterville and willow grove, pennsylvania are available for the community. Physicians- employed practices located in bucks, montgomery and philadelphia counties with 65 locations. during fy17, jefferson and kennedy finalized details for their merger to be signed in early fy18 bringing further partnerships building on jeffersons "hub-and-hub" model, with kennedy health representing the systems southern new jersey core. The health system has three hospitals located in stratford, cherry hill and washington township, new jersey with more than 600 acute care beds, over $600 million in revenue for 2016, and more than 900 physicians. in addition, during fy17, philadelphia university and thomas jefferson university announced their official combination, creating a national comprehensive university designed to deliver high-impact education and value for students in medicine, science, architecture, design, fashion, textiles, health, business, engineering and more. In addition to nine colleges and three schools from both universities, the formation of the philadelphia university honors institute and the philadelphia university design institute will be key components of the combined universitys educational ecosystem. Jefferson will include campuses in center city, east falls, montgomery county, bucks county and atlantic county; a growing online presence; numerous clinical sites; and an extensive global footprint with locations in italy and japan, study abroad sites and curricular and co-curricular partnerships and networks. Jefferson will be home to more than 7,800 students, 4,000 faculty members and 63,000 alumni. Jefferson health comprises six colleges, eight hospitals, 32 outpatient and urgent care locations and a multitude of physician practices throughout the region, serving more than 96,000 inpatients, 363,000 emergency patients and 1.9 million outpatient visits annually. Thomas jefferson university hospital is the largest freestanding academic medical center in philadelphia. AMH is the largest community teaching hospital in montgomery and bucks counties. Other hospitals include jefferson hospital for neuroscience in center city philadelphia; methodist hospital in south philadelphia; and LHC in hatfield township. AHF is a nonprofit foundation that financially supports the efforts of AMH, LHC and its affiliates to benefit the health and well-being of our community. Better together is the jefferson enterprise goals and includes: leading the charge on transforming the way we care for patients and educate our future healthcare providers; strengthening our commitment to the community, with more than $72 million for ahs community benefit in fy16; delivering healthcare for the future by keeping people healthy; providing greater access, with the right care, at the right time, in the right location and at the most efficient cost, in the city, the suburbs, and even on a mobile device; innovating and sharing national best practices to find the answers that best meet the needs of patients and the community; leading the charge on transforming the way we educate future healthcare providers; and applying international research know-how to deliver breakthrough diagnosis and treatment options. The above branded, fictitious names are used for merger announcement purposes. Legal names of AMH, AH, AHF and LHC will be used in fy17 documents. Through fundraising activities the organization supports the charitable purposes, programs and services of AMH and LHC; related internal revenue code 501(c)(3) tax-exempt organizations, which provide 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. The organization is an affiliate within AH; a tax-exempt integrated healthcare delivery system which includes AMH and LHC. Given the fy15 merger with jefferson health, the AHF name will remain unchanged. Contributions from grateful patients, generous philanthropists, employees, private foundations and corporations enhance and expand vital projects, programs and services. Each gift is deeply appreciated and helps our physicians, nurses and staff to provide excellent healthcare using advanced technology and treatment methods. Abingtons cancer program is one of the most highly regarded and busiest in the region, with extraordinary care at the forefront of oncology research, technology, and advanced therapies. Patients not only receive comprehensive, leading-edge services across the full spectrum of care, they also benefit from the latest advances in care through our extensive research program, participation in advanced medical trials, and our affiliation with jeffersons sidney kimmel cancer center, an nci-designated cancer center. The new asplundh cancer pavilion is specifically designed to address an evolving world as abington and jefferson reimagine cancer care for the future. The pavilion will encompass: - Comprehensive services in one convenient, state-of-the-art location with multidisciplinary teams of highly experienced professionals, including surgical specialists, oncologists, genetic counselors, complementary medicine providers and supportive care staff all working together to develop a personalized plan for each patient; - The latest, most advanced technologies including two new linear accelerators for radiation oncology and varian edge stereotactic technology (similar to the cyber knife but faster and more flexible); - Personal patient navigators each specially skilled in specific cancers to provide individualized guidance for patients throughout their care journey. - Cutting-edge research with strong clinical research programs at abington and access to the latest therapies and phase 1,2 and 3 clinical trials through our affiliation with jeffersons sidney kimmel cancer center, an nci-designated cancer center; |
| CORE FORM, PART III | - Care for body, mind and spirit with a complete range of support professionals and services, including social workers, chaplains, financial counselors, practitioners in holistic wellness, the staff of the full-service image recovery center and the caring individuals of grief support programs; and - A comprehensive survivorship program to provide life-long continuing medical care, monitoring and service coordination in an era when cancer survivorship is now the rule. Building a full-service, patient-focused facility was paramount to leadership, physicians, donors and patients. Every aspect of the asplundh cancer pavilion is being designed with the patient in mind, from easy access and way-finding, to simplified registration and scheduling, to a thoroughly patient-focused environment that fosters wellness and supports physical, emotional and spiritual health. Features of the new cancer pavilion, which is scheduled for completion in 2018, include: - 86,000 square feet of outstanding clinical, research and support space; - A convenient location less than a mile from the pennsylvania turnpike, with ample free parking; - A beautiful grand lobby to welcome and orient patients; - A light-filled infusion center in a tranquil and comfortable environment; - Surgical suites equipped with the latest technology, including the varian edge radiosurgery system; - An image recovery center staffed by specialists trained in helping patients enhance their appearance, self-esteem and sense of control; - A genetic counseling center devoted to using advanced molecular diagnostics to assess cancer risk and develop personalized treatment plans; - Healing gardens plus soothing landscapes to enhance comfort and contemplation for patients and families; - An integrative medicine center that embraces complementary therapies such as yoga, reiki, massage, mindfulness, nutrition counseling and other healing modalities; - Designated space for support groups, an education resource room and much more. Abingtons recent campaign for a new century was a success with an ambitious goal of raising $32 million during the campaign. The goal was exceeded and $39 million was raised to position abington for a second century of excellence. The communitys response was extraordinary and as the vision evolves, in fy17, philanthropy was asked to extend the campaign another two years to raise an additional $35 million in support of the $80 million cost of building and equipping the new cancer center. The three key initiatives for the campaigns success included 1) investing in people; 2) advancing excellent care; and 3) enhancing our healing environment. More than 3,563 caring and loyal donors last year supported abington's services to its community. Donor support for AH continues with the community leadership of the AHF board of trustees, its officers and members. In addition, the hospitals' trustees and trustee emeriti voluntarily contribute time, expertise and resources to the health system. Their dedicated loyalty and contributions have enabled AMH and LHC to thrive with a reinvigorated commitment as the healthcare delivery system transforms itself to care for our community. A strategic philanthropy committee plans and implements new and developing strategies for the improvement of the health status of the community we serve. Medical staff officers from both hospitals and an office of philanthropy of experienced professionals round out the complement of the ahf leadership. In addition, during fy17, endowments for neurosciences, comprehensive cardiac care and research, patient safety and quality care and fostering medical innovation were key areas for ahf. Other programs included mother/baby and community-based philanthropic initiatives. In fy17,donors, supporters of abington, and leaders participated in educational events and programs including educational presentations on cancer care, cancer survivorship, orthopedic care, cardiac care, integrative medicine, sexual assault nurse education, walk with the docs, cooking with the docs. Charitable gifts and donor support are essential to the continuing growth of many centers of excellence, and new program and site development for AH. These include abington's vickie and jack farber institute for neuroscience at abington heart and vascular center including the loeb comprehensive heart failure ("chf") program, the expansion of the orthopaedic and spine institute, rosenfeld cancer center for inpatients with the expansion of the asplundh cancer pavilion, women and children's services, medical and surgical programs, dixon school of nursing (to be transformed into abington-dixon campus jefferson college of nursing), jefferson home care/hospice and community outreach programs. Back in the early 1900's the rural town of abington faced a pressing need for an excellent hospital located in the community. Philanthropic visionary george w. Elkins, sr. Stepped forward with an extraordinary gift of land and funds for a new hospital. Mr. Elkins was joined by leaders from throughout the community, including members of the newly formed women's association of noble, precursor to today's AHF women's board. Their ambitious vision was realized on may 15, 1914, when the new 48-bed AMH opened its doors. Throughout a remarkable century of growth and change, abington has remained steadfast in fulfilling its mission as the region's most trusted provider of advanced and compassionate care. In 2014 AMH's centennial was celebrated and recognized a past century of growth into a regional referral center at the heart of AH. Throughout every stage of abington's growth, the institution has been guided by an unwavering commitment to quality in all that we do. Throughout 100 years of service, ahf and all medical staff, leaders, employees, donors and volunteers dedicated themselves to the provision of advancing care, promoting patient safety and pioneering new treatments. At the core of our care is the quality of our people. Our physicians, nurses, technicians, managers, floor staff, volunteers and so many others all work together as an extraordinary team to reach our shared goal: to be the community's most trusted healthcare provider. The community has been a part of the ahf, AH, amh and lhc team as well, and the charitable support received is an essential factor in our success. Philanthropic leadership established AMH over 100 years ago, and it will continue to strengthen AH for the century ahead. AMH is now the flagship hospital of AH, which also encompasses LHC, part of the newly formed enterprise of jefferson health. Included in AH are satellite campuses: abington health center - willow grove, abington health center - warminster, and abington health center - blue bell and the abington health physicians network of primary care physicians and specialists. New sites include the abington health center - gwynedd and abington health center - montgomeryville. AH's accomplishments in fy17 included: AH marked its second full year as being part of jefferson. The "better together" slogan continues to reinforce itself as other organizations join our enterprise. Jefferson finalized the merger with aria health and signed a combination agreement with philadelphia university and a definitive agreement with kennedy health, new jersey, to be finalized in early fy18. Integration 1.0 was successful and in fy17 integration 2.0 (jefferson-abington-aria) began. The goals for integration are to adopt best practices, realize contract savings, enhance patient satisfaction and improve employee engagement across the organization. Several departments have integrated including legal, information services and technology, finance and philanthropy. Revenue cycle operations have integrated with leadership designations being finalized. The employed physicians of abington and aria combined their operations. Abingtons home care/hospice department was combined in january 2017 with the aria home care team to form jefferson health home care and hospice. Together the combined service has more than 330 employees. It is estimated that jefferson health home care and hospice will exceed 195,000 visits annually. |
| CORE FORM, PART III | Abingtons patient safety core value and accomplishments in fy17 included reduction of serious safety events at AMH from 4 in fy16 to 3 in fy17. Reduction in 30-day readmission rate from 8.3% in fy16 to 8% in fy17. The culture of safety and employee engagement survey showed strong improvement compared to prior surveys. AMH and LHC exceeded or equaled the healthcare norm for every employee engagement question and exceeded the ahrq norm in 10 of 12 safety categories. AH implemented breath call, a call bell that uses a patients breath for those unable to use a hand-held call bell to call for assistance. In fy17, 44 patient safety officers ("pso") were trained, representing inpatient and outpatient departments. This brings the total number of psos to 55. This year, the number of colleagues earning the institute for healthcare improvements basic certificate in quality and safety has reached 400 with more to come. AH implemented "condition help", a way for patients and/or their loved ones to get help to the bedside immediately if they think the patients condition is deteriorating. Ah invested in video monitor technology that allows a monitoring technician to simultaneously observe and support up to 10 patients remotely. In addition, ah implemented a process for overhead notification for an impending obstetrical trauma alert. This new process allows various entities to prepare for the unique needs of the pregnant trauma patient. Lastly, a fy17 initiative, began measuring the harms avoided at amh. In fy17, employee safety included a new initiative in the development of nursing employee safety council reviewing processes for patient handling; combative behavior; blood and body fluid exposures and slips, trips and falls. AH continues to expand and see increased demand in home care, hospice, palliative care, and other community based services. This year home care and hospice was renamed jefferson health home care and hospice having combined abington health and aria health. This new entity employs 306 employees that equates to approximately 253 ftes. Home health provided care to 11,085 unduplicated patients served. This represents significant growth over fy16 and is primarily contributed to the aria integration. Home health visits increased to 150,921. Hospice visits also increased to 42,520. Hospice expanded as an inpatient provider for aria torresdale hospital and began providing services to patients discharged from aria-torresdale and aria-frankford hospitals. amh's warminster campus is the home to hospice and the kind pediatric hospice, the area's first facility to provide a homelike residential care environment for terminally ill children. This important end-of-life care brings together the homecare hospice program and residential hospice for adults. Through charitable support, the safe harbor program helps provide a safe, supportive place for children, teens and young adults grieving from the loss of a parent or sibling. Located at ah center willow grove, the program provides a caring environment of grief support services including support groups for children, teens and young adults and caregivers to help them through the natural process of grieving, and camp charlie, a day camp for bereaved children. The program served 163 child/teen and 117 parents/caregivers in fy17. Since the inception of the program, safe harbor served 1,610 children, teens, young adults and 950 families. In fy17, safe harbor enhanced communication strategies for parents by creating a facebook page. Camp charlie and moving on groups rounded out another successful year. All of these services with safe harbor are made possible by many donors, employee donors, trustee philanthropists and donor organizations including church groups, schools, businesses and ahf womens board. 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 ensures that its system 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. AH includes AMG and LHC. Each of these hospitals operates consistently with the following criteria outlined in irs revenue ruling 69-545: 1. Each provide medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self- pay, medicare and medicaid patients; 2. Each either operate an active emergency trauma center or emergency department for all persons; which is open 24 hours a day, 7 days a week, 365 days per year; 3. Each maintains an open medical staff, with privileges available to all qualified physicians; 4. Control of each rests with jefferson health's board of trustees. The board is comprised of independent civic leaders and other prominent members of the community who all volunteer their time and talents; and 5. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care; programs and activities. Over 1,200 patients benefited from the experts at ah's orthopaedic and spine institute (now known as rothman institute) who specialize in joints, spine, sports, trauma and hand procedures. A geriatric fracture program ensures that patients with hip fractures are cared for by a multidisciplinary team of physicians who will ensure rapid assessment and surgical intervention within 18 to 24 hours. Charitable support has enabled ah to expand the outstanding orthopaedic and spine institute to two locations: AMH and LHC. AH attracts the finest physicians to serve our patients. Almost, 1,000 physicians care for patients throughout the health system's wide range of services. AH physicians is a network of primary care physicians and specialists employed by AMH and LHC. As a result of the jefferson merger, this entity is now known as jefferson community physicians abington. Jefferson community physicians ("jcp") is committed to the community as their healthcare partner, exceeding expectations for care, comfort and communications. Jcp is dedicated to improving the quality of life for all by fostering healing, easing suffering and promoting wellness in a culture of safety, learning and respect. Amh is a major clinical campus for several regional medical schools. The commitment to outstanding medical care has earned ah numerous awards for quality and safety, and the robust culture of continuing education creates an atmosphere of inquiry and scholarship. Many of our physicians are primary investigators for national clinical trials, which gives our patients access to advanced treatments now commonly available elsewhere. Our donor support lends itself to these initiatives. Maternity and pediatric care for our youngest patients receives unsurpassed compassionate care. AMH delivers almost 4,600 babies each year offering a wide range of maternity education programs, including childbirth preparation, prenatal programs and breastfeeding classes, as well as comprehensive obstetrics program that include genetic counseling and prenatal testing, fetal diagnosis and surgery, neonatal intensive care and an inpatient unit for pregnant patients at high risk. Abington's affiliation with the children's hospital of philadelphia included an expanded unit of specialty services in the price medical office building. Donor participation has been imperative to this ongoing affiliation and includes the hospital's women's board. AH's diabetes/nutrition centers served over 1,463 new clients with over 3,622 outpatient visits in fy17. The nutrition center continued to offer medical nutrition therapy for a wide range of conditions including adult weight management, renal disease, and gastrointestinal disorders, as well as diabetes. The center staff provided diabetes education as part of orientation for inpatient nursing staff. A number of medical residents also shadowed the inpatient diabetes educator. The diabetes center provided diabetes support groups and community education in fy17. |
| CORE FORM, PART III | Muller institute for senior health established in 2000 with major donor support brings together the entire network of inpatient and outpatient care providers, services and educational opportunities dedicated to meeting the varied needs of older adults. The programs and services available are as diverse as the seniors served. Whether a patient or community member is looking for education on a health-related topic, help with a family member or require hospitalization, abington offers comprehensive care and support for seniors and their families, in the hospital, in the community, and in the home. Abington can: support and enhance recovery while in the hospital, help a senior remain informed, healthy, supported, and independent in the community and provides compassionate and quality care at home. 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. Abington operates consistently with the criteria outlined in irs revenue ruling 69-545. The AMH diamond stroke center has been certified by the joint commission since 2003. In fy17, over 1,900 stroke inpatients were cared for in the diamond stroke center. At LHC, almost 400 inpatients were cared for in the stroke center. The sleep disorders centers are located in five convenient facilities throughout the region. In 2011, the balance center opened for patients with balance-related issues the heart and vascular institute in fy12 implanted its first ventricular assist device or ("vad") for heart failure patients and became one of only a few hospitals in the delaware valley to offer vad therapy. This year the heart and vascular center implanted 18 ventricular assist devices for heart failure patients. A total of 89 devices have been implanted at AMH since 2012. The heart and vascular center is a first rate, comprehensive facility at the forefront of cardiac care and research. Cardiac surgeons are uniquely skilled in advanced procedures and technologies. A heart rhythm center offers a team of specialists skilled in electrophysiology, cardiology and cardiac surgery to provide innovative treatments for abnormal heart rhythm conditions. Transcatheter aortic valve replacement ("tavr") is an innovative valve replacement treatment for aortic stenosis. It delivers a new valve in a minimally invasive way, without removing the faulty valve. The porter institute of valvular heart disease is one of only a few centers in the philadelphia area with the expertise to perform tavr. The loeb comprehensive heart failure ("chf") program, recognized in fy17 from a generous donor gift, improves heart function through advanced approaches such as echo-optimized cardiac resynchronization therapy and, joint commission-accredited ventricular assist device ("vad") program for treatment of end-stage chf. The blank vascular center features an on-site vascular lab and board-certified vascular surgeons. Donor support has also enabled amh to create the addonizio hybrid operating room, an endovascular angiography suite for both cardiovascular surgery and vascular imaging. One of the region's leading oncology centers, the rosenfeld cancer center provided care for over 1,500 inpatients in fy17. Its clinical excellence, team approach to care and close attention to the whole patient has made this one of the busiest centers in the area. Accredited at the highest levels of quality and patient safety, the rosenfeld cancer center offers comprehensive services, from advanced diagnosis and treatment to a full range of support services for patients and families. The hanjani institute for gynecological oncology is a regional leader in gynecologic cancer treatment and research. The mary t. Sachs breast center has been designated a breast imaging center of excellence by the american college of radiology. Patients with prostate cancer now benefit from the advanced calypso 4d localization system, also known as "gps for the body", which targets cancer cells with more precise radiation than ever before. With the opening in 2017 of the asplundh cancer pavilion, cancer services will be consolidated into a new facility, geographically located to better serve our patients. Lansdale hospital Corporation ----------------------------- LHC is a 140-bed non-profit acute care medical center located in lansdale, montgomery county, pennsylvania. LhC is recognized by the irs as an internal revenue code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, lhc provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, 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. Lhc operates consistently with the criteria outlined in irs revenue ruling 69-545. AHF prides itself on its innovation and creativity as our leaders transform healthcare. Our rich history of philanthropic excellence is marveled only by the tribute gifts, legacy societies, business councils, endowed funds for excellence and innovator's circle grants that provide the funding and seed money to attain ah's goals. Innovator's circle, a program entirely funded through philanthropic support, helps ensure that the healthcare innovations of tomorrow receive support today. The program invests in innovative solutions to healthcare challenges by funding seed grants for physicians, nurses and hospital staff. With charitable support from donors, and expert guidance from our medical staff, clinical advisors and community leaders, the program has funded numerous innovations at their earliest stages. Many of these programs have gone on to attract wider support and recognition, such as abington's nurse-driven sacred space model of care for surgical patients, which in 2011 received the prestigious magnet honor, a national award presented by the american nurses credentialing center. Since 2005, innovator's circle has awarded $2.1 million in seed grants to 91 healthcare innovations at ah. The vision and leadership of committee members, charitable supporters and hospital leaders and physicians was instrumental to this twelve year innovation journey. AH continues to enhance the AMH and LHC business and advisory councils. These councils are made up of community business leaders who serve as ambassadors to AH and work to increase awareness and support among area businesses. Ah administration, medical staff and clinical leaders throughout the year educate these councils on new programs, technology and advances in medicine. Over 50 business and community leaders attended a half dozen meetings in fy17. AH during fy17 was awarded the 2017 gift of life award by the gift of life, organ procurement organization, and the hospital association of pennsylvania. This prestigious, annual award is given to hospitals with superior performance in organ donation that have either achieved a 75% organ donation conversion rate during the past year, or that have dramatically improved their performance compared to the previous year. Ah achieved a 90 percent conversion rate, with 19 organ donors from a potential of 21 organ donors. Ah also received this award in 2009 and 2012. AH has dedicated itself to the community by providing a department responsible for the community health needs assessments, implementation plans, community benefit initiatives, health education, screenings, faith community network, cpr training center, and a chronic disease management program. In addition, ah provides clinics to serve those in need include primary care and specialty clinics geographically located within the service area; space for over 45 support and self-help groups and a speakers bureau for the community. |
| CORE FORM, PART III | AH has worked since 2013 through 2016 with the implementation or action plans of the 2013 CHNA. For ah, plans included work on access to care, behavioral health/mental health, obesity, smoking, cancer screenings and education, older adults and activities of daily living, and cultural and linguistically appropriate education. In fy17, the three-year report on the 2013-2016 implementation plans was completed by community health and community benefit personnel, reviewed by ahs community benefit committee and posted to the health systems website. The document was shared and exchanged within the system and with key community stakeholders. This same team, working with colleagues from jefferson health, completed the 2016 chna which is posted to the website with implementation plans currently underway including substance abuse issues as a priority and chronic diseases along with the above listed priorities. AHF appointed a community benefit committee in 2011 whose charter is to oversee and recommend policies and programs designed to carry out the charitable mission of AH, protecting its non-profit status, and to enhance the health status of communities served based on the results of the chna. In fy17, the community benefit committee integrated with the reverend dr. Martin luther king committee to form an enhanced committee serving community benefit and diversity initiatives. Community health, community benefit and other ah leaders and staff are dedicated to the implementation plans of the chna working on new initiatives in fy17 such as food insecurity; enhancing access to community resources in support of social determinants of health and health disparities; substance abuse especially work on opioid use disorder and the current crisis including programs and collaboration around drug take back, prevention and education. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | ABINGTON HEALTH ("AH") IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF AH. 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 HE OR SHE 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 WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). TJU HAS A COMPENSATION AND HUMAN RESOURCES 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 ORGANIZATION'S SENIOR MANAGEMENT, INCLUDING THE CHIEF EXECUTIVE OFFICER, PRESIDENT OF ABINGTON HEALTH ("AH") HOSPITALS, SENIOR VICE PRESIDENT OF FINANCE/CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT OF LEGAL AFFAIRS/GENERAL COUNSEL AND CHIEF OF STAFF. THE COMMITTEE REVIEWS THE "TOTAL COMPENSATION" OF THE INDIVIDUALS WHICH IS INTENDED TO INCLUDE BOTH CURRENT AND DEFERRED COMPENSATION AND ALL EMPLOYEE BENEFITS, BOTH QUALIFIED AND NON-QUALIFIED. THE COMMITTEE'S REVIEW IS DONE ON AT LEAST AN ANNUAL BASIS AND ENSURES THAT THE "TOTAL COMPENSATION" OF SENIOR MANAGEMENT OF THE ORGANIZATION IS REASONABLE. THE ACTIONS TAKEN BY THE COMMITTEE ENABLE THE ORGANIZATION TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 4958 WITH RESPECT TO THE TOTAL COMPENSATION OF CERTAIN MEMBERS OF THE SENIOR MANAGEMENT TEAM, INCLUDING THE CHIEF EXECUTIVE OFFICER, PRESIDENT OF AH HOSPITALS, SENIOR VICE PRESIDENT OF FINANCE/CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT OF LEGAL AFFAIRS/GENERAL COUNSEL AND CHIEF OF STAFF. THE THREE FACTORS WHICH MUST BE SATISFIED IN ORDER TO RECEIVE THE REBUTTABLE PRESUMPTION OF REASONABLENESS ARE THE FOLLOWING: 1. THE COMPENSATION ARRANGEMENT IS APPROVED IN ADVANCE BY AN "AUTHORIZED BODY" OF THE APPLICABLE TAX-EXEMPT ORGANIZATION WHICH IS COMPOSED ENTIRELY OF INDIVIDUALS WHO DO NOT HAVE A "CONFLICT OF INTEREST" WITH RESPECT TO THE COMPENSATION ARRANGEMENT; 2. THE AUTHORIZED BODY OBTAINED AND RELIED UPON "APPROPRIATE DATA AS TO COMPARABILITY" PRIOR TO MAKING ITS DETERMINATION; AND 3. THE AUTHORIZED BODY "ADEQUATELY DOCUMENTED THE BASIS FOR ITS DETERMINATION" CONCURRENTLY WITH MAKING THAT DETERMINATION. THE COMMITTEE IS COMPRISED OF MEMBERS OF THE BOARD OF TRUSTEES EACH OF WHO ARE INDEPENDENT AND ARE FREE FROM ANY CONFLICTS OF INTEREST. THE COMMITTEE RELIED UPON APPROPRIATE COMPARABLE DATA; SPECIFICALLY, THE COMMITTEE OBTAINED A WRITTEN COMPENSATION STUDY FROM AN INDEPENDENT FIRM WHICH SPECIALIZES IN THE REVIEWING OF HOSPITAL AND HEALTHCARE SYSTEM EXECUTIVE COMPENSATION AND BENEFITS THROUGHOUT THE UNITED STATES. THE PEER GROUP CHOSEN FOR COMPARISON SHOULD REFLECT THE FACT THAT ABINGTON HEALTH IS A MULTI HOSPITAL HEALTHCARE SYSTEM. THE PEER GROUP WILL CONTAIN NOT-FOR-PROFIT HEALTHCARE ORGANIZATIONS COMPARABLE IN SIZE AND COMPLEXITY TO ABINGTON HEALTH. THE PEER GROUP WOULD CONSIST OF INDEPENDENT, SINGLE AND MULTI-HOSPITAL HEALTHCARE SYSTEMS THAT HAVE AN EMPHASIS ON TEACHING AND RANGE IN SIZE FROM HALF AS LARGE TO UP TO TWICE AS LARGE AS ABINGTON HEALTH. ALTHOUGH THIS PEER GROUP WILL CONTAIN ORGANIZATIONS FROM ALL PARTS OF THE U.S., ABINGTON HEALTH WILL ALSO EXAMINE REGIONAL (MID-ATLANTIC) AND LOCAL (PHILADELPHIA) PAY LEVELS. THE COMMITTEE ADEQUATELY DOCUMENTED ITS BASIS FOR ITS DETERMINATION THROUGH THE TIMELY PREPARATION OF WRITTEN MINUTES OF THE COMPENSATION COMMITTEE MEETINGS DURING WHICH THE EXECUTIVE COMPENSATION AND BENEFITS WAS REVIEWED AND SUBSEQUENTLY APPROVED. THE ACTIONS OUTLINED ABOVE WITH RESPECT TO THE COMMITTEE AND THE ESTABLISHMENT OF THE REBUTTABLE PRESUMPTION OF REASONABLENESS ONLY APPLIES TO CERTAIN SENIOR MANAGEMENT PERSONNEL, INCLUDING BUT NOT LIMITED TO THE CHIEF EXECUTIVE OFFICER, PRESIDENT OF AH HOSPITALS, SENIOR VICE PRESIDENT OF FINANCE/CHIEF FINANCIAL OFFICER, SENIOR VICE PRESIDENT OF LEGAL AFFAIRS/GENERAL COUNSEL AND CHIEF OF STAFF. THE COMPENSATION AND BENEFITS OF CERTAIN OTHER INDIVIDUALS CONTAINED IN THIS FORM 990 ARE REVIEWED ANNUALLY BY THE CHIEF EXECUTIVE OFFICER WITH ASSISTANCE FROM THE ORGANIZATION'S HUMAN RESOURCES DEPARTMENT IN CONJUNCTION WITH THE INDIVIDUAL'S JOB PERFORMANCE DURING THE YEAR AND IS BASED UPON OTHER OBJECTIVE FACTORS DESIGNED TO ENSURE THAT REASONABLE AND FAIR MARKET VALUE COMPENSATION IS PAID BY THE ORGANIZATION. OTHER OBJECTIVE FACTORS INCLUDE MARKET SURVEY DATA FOR COMPARABLE POSITIONS, INDIVIDUAL GOALS AND OBJECTIVES, PERSONNEL REVIEWS, EVALUATIONS, SELF-EVALUATIONS AND PERFORMANCE FEEDBACK MEETINGS. |
| CORE FORM, PART VI, SECTION C; QUESTION 19 | THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. |
| CORE FORM, PART VII AND SCHEDULE J | CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF A RELATED ORGANIZATION AND FOR THEIR POSITION 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; 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 INCLUDES BOTH FOR PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR DIRECTORS 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 AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET TRANSFER FROM ABINGTON MEMORIAL HOSPITAL; A RELATED INTERNAL REVENUE CODE 501(C)(3) TAX-EXEMPT ORGANIZATION; $34,500,000; - NET ASSETS RELEASED FROM TEMPORARY RESTRICTIONS; ($2,790,224); AND - INCREASE IN VALUE OF SPLIT INTEREST AGREEMENTS AND PERPETUAL TRUSTS FROM TEMPORARY RESTRICTION; $475,560. |
| 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 FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES. AN UNQUALIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THOMAS JEFFERSON UNIVERSITY'S AUDIT, RISK AND COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. |
| 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. TJU'S AUDIT, RISK AND COMPLIANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE A-133 AUDIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| THOMAS JEFFERSON UNIVERSITY | ||||||||||
| 601 WALNUT STREET 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) | MAIH | false |
| JEFFEX INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622009 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| EMERGENCY TRANSPORT ASSOCIATES INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622004 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| WALNUT HOME THERAPEUTICS INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622006 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| SUTHBREIT PROPERTIES LTD | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232214351 | REAL ESTATE | PA | 501(c)(2) | JEFFEX INC | false | |
| ABINGTON HEALTH | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 271243803 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJU | false |
| ABINGTON MEMORIAL HOSPITAL | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 231352152 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| LANSDALE HOSPITAL CORPORATION | ||||||||||
| 100 MEDICAL CAMPUS DRIVE | LANSDALE | PA | 19446 | 263359979 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| ARIA HEALTH SYSTEM | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 232239131 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | TJU | false |
| ARIA HEALTH | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 230596940 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | AHS | false |
| ARIA HEALTH PHYSICIAN SERVICES | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 232691968 | HEALTH SVCS. | PA | 501(C)(3) | 170B1AIII | AHS | false |
| ARIA HEALTH ORTHOPAEDICS | ||||||||||
| 380 NORTH OXFORD VALLEY ROAD | LANGHORNE | PA | 19047 | 460779942 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(2) | AHS | false |
| HOSPITAL MEDICAL IMAGING INC | ||||||||||
| 2451 GRANT AVENUE | PHILADELPHIA | PA | 19114 | 232472600 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | AHS | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| 1100 WALNUT ASSOC | |||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232332396 | MEDICAL OFFICE | PA | NA |
| JEFF UNIV RAD ASSOC | |||||||
| 840 CRESCENT CTR DR | FRANKLIN | TN | 37067 | 412043518 | HEALTH SVCS. | PA | NA |
| JEFF COMP CONC CTR | |||||||
| 4050 S 26TH ST | PHILADELPHIA | PA | 19145 | 464254983 | HEALTH SVCS. | PA | NA |
| RIVERVIEW SURG CTR LP | |||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263910345 | HEALTH SVCS. | PA | NA |
| RIVERVIEW SURG CTR LLC | |||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263911509 | HEALTH SVCS. | PA | NA |
| ROTHMAN ORTHO SPEC HOSP | |||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 270260289 | HEALTH SVCS. | PA | NA |
| 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 |
| 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 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| TJU INC | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232146678 | REAL ESTATE | PA | NA | C CORP. | false |
| WALNUT REALTY CO | |||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232332416 | REAL ESTATE | PA | NA | C CORP. | false |
| THE 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. | PA | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | THOMAS JEFFERSON UNIVERSITY ROUTINELY PAYS EXPENSES FOR ITS AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED. | ExplanationTxt |