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THOMAS JEFFERSON UNIVERSITY: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
THOMAS JEFFERSON UNIVERSITY (EIN 23-1352651)
Tax period
2016-07-01 to 2017-06-30
Filed
2018-05-14
IRS object ID
201821349349305152
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 ReturnHeader

FieldValueIRS element (for citing)
Return2018-05-14T12:26:13-05:00ReturnTs
Tax Period End2017-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WITHUMSMITHBROWN PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO LOGAN SQUARE SUITE 2001AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191032726ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352651EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS JEFFERSON UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% PETER L DEANGELIS JRInCareOfNm
Business Name ControlTHOMBusinessNameControlTxt
Phone2155038344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 WALNUT STREET SUITE 925EAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP191063333ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER L DEANGELIS JRPersonNm
Person TitleVP FINANCEPersonTitleTxt
Phone2159554773PhoneNum
Signature2018-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott J MarianiPreparerPersonNm
PTINP00642486PTIN
Phone2155462140PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address148.77.36.74IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id22006220181345000148FederalOriginalSubmissionId
Federal Original Submission Id2018-05-14FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id7C276736B1F8534619D83B6F2AADECD8007A5E58AtSubmissionCreationDeviceId
At Submission Filing Device IdB4F49B62ABB70139397F9A781BA9C9E9BE652F2CAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHEN K KLASKO MD MBAPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1925 CHESTNUT STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$605,282,824GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEFFERSON.EDUWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1824FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionIMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION.ActivityOrMissionDesc
Voting Members Governing Body33VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee5352TotalEmployeeCnt
Total Volunteers2013TotalVolunteersCnt
Total Gross UBI$3,018,117TotalGrossUBIAmt
PY Contributions Grants$56,883,580PYContributionsGrantsAmt
CY Contributions Grants$40,274,409CYContributionsGrantsAmt
PY Program Service Revenue$471,455,848PYProgramServiceRevenueAmt
CY Program Service Revenue$542,313,254CYProgramServiceRevenueAmt
PY Investment Income$9,770,898PYInvestmentIncomeAmt
CY Investment Income$13,618,761CYInvestmentIncomeAmt
PY Other Revenue$2,381,896PYOtherRevenueAmt
CY Other Revenue$3,905,168CYOtherRevenueAmt
PY Total Revenue$540,492,222PYTotalRevenueAmt
CY Total Revenue$600,111,592CYTotalRevenueAmt
PY Grants And Similar Paid$19,717,663PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$20,586,943CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$310,926,835PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$339,907,569CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,224,568CYTotalFundraisingExpenseAmt
PY Other Expenses$170,173,997PYOtherExpensesAmt
CY Other Expenses$226,585,148CYOtherExpensesAmt
PY Total Expenses$500,818,495PYTotalExpensesAmt
CY Total Expenses$587,079,660CYTotalExpensesAmt
PY Revenues Less Expenses$39,673,727PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,031,932CYRevenuesLessExpensesAmt
Total Assets BOY$1,685,906,748TotalAssetsBOYAmt
Total Assets EOY$2,183,647,224TotalAssetsEOYAmt
Total Liabilities BOY$1,118,792,360TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,537,884,197TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$567,114,388NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$645,763,027NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHOMAS JEFFERSON UNIVERSITY ("TJU") IS A COMPREHENSIVE UNIVERSITY WITH PREEMINENCE IN TRANSDISCIPLINARY, EXPERIENTIAL PROFESSIONAL EDUCATION, RESEARCH AND DISCOVERY, DELIVERING EXCEPTIONAL VALUE FOR THE 21ST CENTURY STUDENTS WITH EXCELLENCE IN ARCHITECTURE, BUSINESS, DESIGN, FASHION, ENGINEERING, HEALTH, MEDICINE, SCIENCE AND TEXTILES - INFUSED WITH THE LIBERAL ARTS. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$214,928,662ExpenseAmt
Grant$14,123,623GrantAmt
Revenue$236,043,572RevenueAmt
DescEXPENSES INCURRED IN EDUCATING THE NEXT GENERATION OF HEALTHCARE PROFESSIONALS. THE SIDNEY KIMMEL MEDICAL COLLEGE PROVIDES UNDERGRADUATE MEDICAL EDUCATION. THE JEFFERSON COLLEGE OF HEALTH PROFESSIONS PROVIDES UNDERGRADUATE AND GRADUATE EDUCATION IN A VARIETY OF FIELDS INCLUDING OCCUPATIONAL THERAPY, PHYSICAL THERAPY, BIOMEDICAL SCIENCES AND RADIOLOGIC SCIENCES. THE JEFFERSON COLLEGE OF NURSING OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS IN NURSING. THE JEFFERSON COLLEGE OF PHARMACY OFFERS A DOCTOR OF PHARMACY DEGREE AND THE JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES AND POPULATION HEALTH OFFER MASTERS AND DOCTORAL PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$98,956,583ExpenseAmt
Grant$6,463,320GrantAmt
Revenue$96,830,181RevenueAmt
DescEXPENSES INCURRED IN PROVIDING BASIC AND CLINICAL SCIENCE RESEARCH EXTENDING FROM THE LABORATORY TO THE BEDSIDE AND INTO THE COMMUNITY. OUR CLINICAL AND RESEARCH TEAMS WORK TOGETHER TO ADDRESS TODAY'S MOST PRESSING HEALTH CONCERNS. PARTICULAR EMPHASIS IS PLACED ON RESEARCH IN THE FOLLOWING AREAS: CANCER AND CANCER BIOLOGY; CARDIAC AND CARDIOVASCULAR BIOLOGY; NEUROSCIENCE; POPULATION AND PUBLIC HEALTH; INFECTIOUS DISEASE AND VACCINES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$194,836,878ExpenseAmt
Grant$0GrantAmt
Revenue$213,977,941RevenueAmt
DescEXPENSES INCURRED IN FUNCTIONING AS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$508,722,123TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesYes (true)FundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document1095IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5352EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members33GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPETER L DEANGELIS JRPersonNm
Phone2159554773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1925 CHESTNUT STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
RICHARD W HEVNER
CHAIRMAN - TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
STEPHEN CRANE
VICE CHAIRMAN - TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
PATRICIA WELLENBACH
SECRETARY - TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
H RICHARD HAVERSTICK JR
TREASURER - TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
ROBERT S ADELSON ESQ
TRUSTEE5.00.0Yes (X)$0$0$0
DAVID ARCHIBALD EDD
TRUSTEE5.00.0Yes (X)$0$0$0
DAVID R BINSWANGER
TRUSTEE5.00.0Yes (X)$0$0$0
JAY W BLUMENTHAL
TRUSTEE5.00.0Yes (X)$0$0$0
IRA BRIND ESQ
TRUSTEE5.00.0Yes (X)$0$0$0
BRUCE K ENTWISLE
TRUSTEE5.00.0Yes (X)$0$0$0
STEPHEN K KLASKO MD MBA
TRUSTEE-PRES/CEO TJU&JEFF HLTH60.00.0Yes (X)Yes (X)$2,332,387$0$1,156,115
WILLIAM A LANDMAN
TRUSTEE5.00.0Yes (X)$0$0$0
MARVIN MASHNER
TRUSTEE5.00.0Yes (X)$0$0$0
EDWARD F MCKENNA III
TRUSTEE5.00.0Yes (X)$0$0$0
LESLIE MCNAMARA
TRUSTEE5.00.0Yes (X)$0$0$0
AUSTIN A MEEHAN III PE
TRUSTEE5.00.0Yes (X)$0$0$0
RONALD J NAPLES
TRUSTEE5.00.0Yes (X)$0$0$0
JOHN S OYLER ESQ
TRUSTEE5.00.0Yes (X)$0$0$0
VIVIAN PINN MD
TRUSTEE5.00.0Yes (X)$0$0$0
DUNCAN B PITCAIRN
TRUSTEE5.00.0Yes (X)$0$0$0
RICHARD T RILEY
TRUSTEE5.00.0Yes (X)$0$0$0
CARO U ROCK
TRUSTEE5.00.0Yes (X)$0$0$0
RICHARD ROTHMAN MD
TRUSTEE5.00.0Yes (X)$0$0$0
BENJAMIN V SANCHEZ ESQ CPA
TRUSTEE5.00.0Yes (X)$0$0$0
PHILIP J SASSO MD
TRUSTEE5.00.0Yes (X)$0$0$0
JOSEPH A SMITH
TRUSTEE5.00.0Yes (X)$0$0$0
MICHAEL SNEED
TRUSTEE5.00.0Yes (X)$0$0$0
ROBERT J TRUITT LHD
TRUSTEE5.00.0Yes (X)$0$0$0
EDWARD A TURZANSKI
TRUSTEE5.00.0Yes (X)$0$0$0
MERYLE TWERSKY ESQ
TRUSTEE5.00.0Yes (X)$0$0$0
TRISTA WALKER
TRUSTEE5.00.0Yes (X)$0$0$0
JOHN WALP
TRUSTEE5.00.0Yes (X)$0$0$0
CRAIG WHITE
TRUSTEE5.00.0Yes (X)$0$0$0
BRIAN M PETERS JD LLM
TRUSTEE (TERMED 9/30/16)5.00.0Yes (X)$0$0$0
CRISTINA G CAVALIERI ESQ
ASST SEC-EVP CHIEF LEG COUNSEL60.00.0Yes (X)$942,437$0$309,377
PETER L DEANGELIS JR
ASST TREAS - EVP, CFO & CAO60.00.0Yes (X)$906,837$0$115,792
MARK L TYKOCINSKI MD
EVP, ACAD AFF & PROVOST TJU60.00.0Yes (X)$1,223,187$0$250,823
LAURENCE M MERLIS
EVP, COO - JEFFERSON HEALTH60.00.0Yes (X)$0$1,665,754$712,579
KATHLEEN GALLAGHER
EVP, COO - THOMAS JEFF. UNIV.60.00.0Yes (X)$899,014$0$312,716
JOHN J KELLY MD
EVP & CHIEF CLINICAL OFFICER55.00.0Yes (X)$0$1,217,720$54,974
ANNE BOLAND DOCIMO MD MBA
EVP, POPULATION HEALTH & CCTO55.00.0Yes (X)$1,208,237$0$383,284
KATHLEEN KINSLOW CRNA MBA
EVP, CHIEF INT OFF(EFF 2/1/17)55.00.0Yes (X)$0$1,196,982$142,969
JOHN EKARIUS
EVP, CHIEF OF STAFF55.00.0Yes (X)$884,483$0$304,406
ELIZABETH DALE EDD
EVP, CHIEF ADVANCEMENT OFFICER55.00.0Yes (X)$767,932$0$293,842
PRAVEEN CHOPRA
EVP, CIO & TIEO (TERM 6/30/17)55.00.0Yes (X)$737,313$0$84,052
JEFFREY STEVENS
EVP, CHIEF HUMAN RES. OFFICER55.00.0Yes (X)$695,156$0$146,790
ROSALYN RITTS PHD
EVP, CHIEF INNOVATION OFFICER55.00.0Yes (X)$619,098$0$30,924
CHARLES G LEWIS
EVP,CHIEF MRKT OFF(EFF 9/1/16)55.00.0Yes (X)$266,389$0$129,189
JOSEPH HILL
SVP, CHIEF DIVERSITY OFFICER55.00.0Yes (X)$416,283$0$49,502
MICHAEL J VERGARE MD
EVP, PARTNERSHIPS&AFFILIATIONS55.00.0$767,290$4,636$85,092Yes (X)
ALFRED C SALVATO
SVP, CORP FINANCE & CIO55.00.0$702,580$0$81,456Yes (X)
RONALD BOWLAN
SVP, FACILITIES & CAMPUS PLAN.55.00.0$381,239$0$52,557Yes (X)
ROBERT H ROSENWASSER MD
PROFESSOR & JUP PHYSICIAN50.00.0$1,650,460$227,272$219,833Yes (X)
WILLIAM M KEANE MD
PROFESSOR & JUP PHYSICIAN50.00.0$924,879$812,750$138,966Yes (X)
JAMES S HARROP MD
PROFESSOR & JUP PHYSICIAN50.00.0$227,637$1,221,492$75,170Yes (X)
MARC R ROSEN MD
PROFESSOR & JUP PHYSICIAN50.00.0$99,414$1,320,079$65,643Yes (X)
SRINIVAS PRASAD MD MS
PROFESSOR & JUP PHYSICIAN50.00.0$60,941$1,225,707$42,629Yes (X)
KATHLEEN E SQUIRES MD
FORMER OFFICER50.00.0$208,859$189,400$71,617Yes (X)
STEVEN E MCKENSIZE MDPHD
FORMER OFFICER50.00.0$311,270$18,636$51,904Yes (X)
THEODORE F TARASCHI PHD
FORMER OFFICER50.00.0$267,859$0$49,991Yes (X)
KIRK GORMAN
FORMER OFFICER0.00.0$185,856$0$27,530Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$17,687,037TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$9,100,428TotReportableCompRltdOrgAmt
Total Other Compensation$5,439,722TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K704IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HARMELIN ASSOCIATES INC
525 RIGHTERS FERRY ROADBALA CYNWYDPA19004ADVERTISING$4,772,503
GE HEALTHCARE IITS USA CORP
15724 COLLECTIONS CENTER DRIVECHICAGOIL60693IT$3,491,260
PRICEWATERHOUSECOOPERS LLP
2001 MARKET STREET TWO COMMERCE SQPHILADELPHIAPA19103AUDITING/ACCOUNTING$2,011,494
DRINKER BIDDLE REATH LLP
ONE LOGAN SQUARE SUITE 2000PHILADELPHIAPA19103LEGAL$2,005,415
WORKFORCE SOFTWARE LLC
38705 SEVEN MILE ROADLIVONIAMI48152IT MANAGEMENT$1,958,024
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K76CntrctRcvdGreaterThan100KCnt
Info In Schedule O Part VIIIYes (X)InfoInScheduleOPartVIIIInd
Fundraising$814,632FundraisingAmt
Government Grants$1,000,000GovernmentGrantsAmt
All Other Contributions$38,459,777AllOtherContributionsAmt
Noncash Contributions$1,040,746NoncashContributionsAmt
Total Contributions$40,274,409TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION611300$236,043,572$236,043,572
ACADEMIC RESEARCH547712$96,830,181$96,830,181
RENTAL INCOME FROM AFFILIATES351190$4,277,861$4,277,861
PROGRAM SERVICE RELATED REVENUE611300$205,161,640$205,161,640
FieldValueIRS element (for citing)
Total Program Service Revenue$542,313,254TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,844,544TotalRevenueColumnAmt
Unrelated Business Revenue$2,234,092UnrelatedBusinessRevenueAmt
Exclusion$1,610,452ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$6,354,136RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$4,753,316RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,600,820RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,600,820TotalRevenueColumnAmt
Exclusion$1,600,820ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,774,217SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$9,774,217SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,774,217TotalRevenueColumnAmt
Exclusion$9,774,217ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$417,916FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$814,632ContriRptFundraisingEventAmt
Fundraising Direct Expenses$417,916FundraisingDirectExpensesAmt
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
PARKING541800$2,295,067$1,520,323$774,744
BOOKSTORE541800$9,281$0$9,281
FieldValueIRS element (for citing)
Other Revenue Total$2,304,348OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$600,111,592TotalRevenueColumnAmt
Related Or Exempt Func Income$543,833,577RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$3,018,117UnrelatedBusinessRevenueAmt
Exclusion$12,985,489ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,445,019TotalAmt
Program Services$5,445,019ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$14,123,623TotalAmt
Program Services$14,123,623ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,018,301TotalAmt
Program Services$1,018,301ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$17,935,315TotalAmt
Program Services$15,534,763ProgramServicesAmt
Management And General$2,085,034ManagementAndGeneralAmt
Fundraising$315,518FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$258,615,033TotalAmt
Program Services$224,000,702ProgramServicesAmt
Management And General$30,064,779ManagementAndGeneralAmt
Fundraising$4,549,552FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$23,220,903TotalAmt
Program Services$20,112,901ProgramServicesAmt
Management And General$2,699,500ManagementAndGeneralAmt
Fundraising$408,502FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$22,882,758TotalAmt
Program Services$19,820,015ProgramServicesAmt
Management And General$2,660,190ManagementAndGeneralAmt
Fundraising$402,553FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,253,560TotalAmt
Program Services$15,537,695ProgramServicesAmt
Management And General$1,544,799ManagementAndGeneralAmt
Fundraising$171,066FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$158,010TotalAmt
Program Services$158,010ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,465,126TotalAmt
Program Services$3,840,637ProgramServicesAmt
Management And General$624,489ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$1,952,820TotalAmt
Program Services$1,404,147ProgramServicesAmt
Management And General$548,673ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$366,396TotalAmt
Program Services$241,324ProgramServicesAmt
Management And General$125,072ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$4,100,169TotalAmt
Program Services$3,049,326ProgramServicesAmt
Management And General$1,050,843ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$47,826,209TotalAmt
Program Services$38,034,232ProgramServicesAmt
Management And General$9,629,167ManagementAndGeneralAmt
Fundraising$162,810FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,806,348TotalAmt
Program Services$5,686,556ProgramServicesAmt
Management And General$2,119,792ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,500,935TotalAmt
Program Services$10,990,670ProgramServicesAmt
Management And General$2,123,126ManagementAndGeneralAmt
Fundraising$387,139FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$23,397,290TotalAmt
Program Services$17,123,207ProgramServicesAmt
Management And General$6,143,249ManagementAndGeneralAmt
Fundraising$130,834FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$27,693,518TotalAmt
Program Services$19,449,738ProgramServicesAmt
Management And General$7,930,278ManagementAndGeneralAmt
Fundraising$313,502FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$16,478,571TotalAmt
Program Services$16,140,619ProgramServicesAmt
Management And General$236,057ManagementAndGeneralAmt
Fundraising$101,895FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,388,528TotalAmt
Program Services$1,268,626ProgramServicesAmt
Management And General$115,394ManagementAndGeneralAmt
Fundraising$4,508FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$8,517,052TotalAmt
Program Services$8,517,052ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$26,398,144TotalAmt
Program Services$26,350,144ProgramServicesAmt
Management And General$48,000ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$1,889,211TotalAmt
Program Services$1,438,580ProgramServicesAmt
Management And General$450,631ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
RESEARCH SUPPLIES$10,995,940$10,971,335$24,605$0
REPAIRS & MAINTENANCE$7,320,676$7,310,471$10,198$7
DUES & SUBSCRIPTIONS$5,564,781$5,263,184$283,205$18,392
MEDICAL SUPPLIES$3,595,031$3,570,313$24,718$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$13,170,393TotalAmt
Program Services$12,320,933ProgramServicesAmt
Management And General$591,170ManagementAndGeneralAmt
Fundraising$258,290FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$587,079,660TotalAmt
Program Services$508,722,123ProgramServicesAmt
Management And General$71,132,969ManagementAndGeneralAmt
Fundraising$7,224,568FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$12,616,459BOYAmt
EOY$25,183,523EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$108,466,976BOYAmt
EOY$111,359,436EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$14,986,870BOYAmt
EOY$14,649,777EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$300,000BOYAmt
EOY$300,000EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$26,510,361BOYAmt
EOY$26,280,896EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$310,224BOYAmt
EOY$1,271,869EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$6,656,305BOYAmt
EOY$19,613,672EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$818,945,112LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$454,777,794LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$360,358,522BOYAmt
EOY$364,167,318EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$663,399,764BOYAmt
EOY$725,650,965EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$492,301,267BOYAmt
EOY$895,169,768EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,685,906,748BOYAmt
EOY$2,183,647,224EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$94,106,595BOYAmt
EOY$108,265,490EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$20,790,513BOYAmt
EOY$20,190,624EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$731,527,510BOYAmt
EOY$1,173,738,791EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$102,558EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$272,367,742BOYAmt
EOY$235,586,734EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,118,792,360BOYAmt
EOY$1,537,884,197EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$167,326,782BOYAmt
EOY$213,274,712EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$197,257,797BOYAmt
EOY$217,076,911EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$202,529,809BOYAmt
EOY$215,411,404EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$567,114,388BOYAmt
EOY$645,763,027EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,685,906,748BOYAmt
EOY$2,183,647,224EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$13,031,932ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$48,793,554NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$16,823,153OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,434,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,330,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,423,898CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,883,580CurrentTaxYearMinus1YearAmt
Current Tax Year$40,274,409CurrentTaxYearAmt
Total$236,347,265TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,434,459CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$98,330,919CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$18,423,898CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$56,883,580CurrentTaxYearMinus1YearAmt
Current Tax Year$40,274,409CurrentTaxYearAmt
Total$236,347,265TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$19,996,099SubstantialContributorsTotAmt
Public Support Total170$216,351,166PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$14,701,085CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$12,043,995CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$11,962,114CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$10,469,379CurrentTaxYearMinus1YearAmt
Current Tax Year$10,198,680CurrentTaxYearAmt
Total$59,375,253TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$295,722,518TotalSupportAmt
Gross Receipts Rltd Activities$2,173,337,955GrossReceiptsRltdActivitiesAmt
Public Support CY1700.73160PublicSupportCY170Pct
Public Support PY1700.45753PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$325,071DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$41,325OtherActivitiesAmt
Total Lobbying Expenditures$366,396TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B, LINES 1G & 1IFormAndLineReferenceDesc
ExplanationDURING THE YEAR ENDED JUNE 30, 2017 THE ORGANIZATION PAID INDEPENDENT LOBBYING FIRMS TO PROVIDE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF THE ORGANIZATION AND ITS SUBSIDIARIES REGARDING STRATEGIC INITIATIVES. THE ORGANIZATION PAID VARIOUS INDEPENDENT LOBBYING FIRMS A TOTAL OF $365,061 FOR LOBBYING CONSULTING SERVICES DURING THE FISCAL YEAR ENDED JUNE 30, 2017. ADDITIONALLY, THE ORGANIZATION IS A MEMBER OF THE ASSOCIATION OF AMERICAN MEDICAL COLLEGES WHICH ENGAGES IN LOBBYING EFFORTS ON BEHALF OF ITS MEMBER TEACHING HOSPITALS OR HEALTHCARE SYSTEMS. A PORTION OF THE DUES PAID TO THIS ORGANIZATION HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $1,335 DURING THE FISCAL YEAR ENDED JUNE 30, 2017.ExplanationTxt

Schedule D IRS990ScheduleD

Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp

FieldValueIRS element (for citing)
Revenues Included$0RevenuesIncludedAmt
Assets Included$5,603,766AssetsIncludedAmt
FieldValueIRS element (for citing)
Held Works ArtHeldWorksArtGrp
Collection Used Pub ExhibitionYes (X)CollectionUsedPubExhibitionInd
Coll Used Scholarly RsrchYes (X)CollUsedScholarlyRsrchInd
Collection Used PreservationYes (X)CollectionUsedPreservationInd
Solicited Assets SalefalseSolicitedAssetsSaleInd
Agent Trustee EtcfalseAgentTrusteeEtcInd
Incl Escrow Custodial Acct LiabfalseInclEscrowCustodialAcctLiabInd

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$500,942,000BeginningYearBalanceAmt
Contributions$13,919,000ContributionsAmt
Investment Earnings Or Losses$54,168,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,606,000GrantsOrScholarshipsAmt
Other Expenditures$21,368,000OtherExpendituresAmt
Administrative Expenses$3,967,000AdministrativeExpensesAmt
End Year Balance$539,088,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$437,750,000BeginningYearBalanceAmt
Contributions$81,445,000ContributionsAmt
Investment Earnings Or Losses$6,704,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$4,433,000GrantsOrScholarshipsAmt
Other Expenditures$17,419,000OtherExpendituresAmt
Administrative Expenses$3,105,000AdministrativeExpensesAmt
End Year Balance$500,942,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$375,697,000BeginningYearBalanceAmt
Contributions$63,928,000ContributionsAmt
Investment Earnings Or Losses$19,241,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,636,000GrantsOrScholarshipsAmt
Other Expenditures$14,511,000OtherExpendituresAmt
Administrative Expenses$2,969,000AdministrativeExpensesAmt
End Year Balance$437,750,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$336,657,000BeginningYearBalanceAmt
Contributions$15,559,000ContributionsAmt
Investment Earnings Or Losses$44,062,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$3,337,000GrantsOrScholarshipsAmt
Other Expenditures$14,340,000OtherExpendituresAmt
Administrative Expenses$2,904,000AdministrativeExpensesAmt
End Year Balance$375,697,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$314,152,000BeginningYearBalanceAmt
Contributions$7,498,000ContributionsAmt
Investment Earnings Or Losses$33,994,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,916,000GrantsOrScholarshipsAmt
Other Expenditures$14,109,000OtherExpendituresAmt
Administrative Expenses$1,962,000AdministrativeExpensesAmt
End Year Balance$336,657,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.41000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$47,576,178OtherCostOrOtherBasisAmt
Book Value$47,576,178BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$552,980,937OtherCostOrOtherBasisAmt
Depreciation$316,097,216DepreciationAmt
Book Value$236,883,721BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$0OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$202,164,414OtherCostOrOtherBasisAmt
Depreciation$138,680,578DepreciationAmt
Book Value$63,483,836BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$16,223,583OtherCostOrOtherBasisAmt
Depreciation$0DepreciationAmt
Book Value$16,223,583BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$364,167,318TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ASSETS WHOSE USE IS LIMITED$24,636,472F
SHORT-TERM INVESTMENTS$132,586,377F
LONG-TERM INVESTMENTS$568,428,116F
FieldValueIRS element (for citing)
Total Book Value Program Rltd$725,650,965TotalBookValueProgramRltdAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
DUE FROM AFFILIATES$878,020,264
OTHER RECEIVABLES$5,248,519
OTHER ASSETS$11,900,985
FieldValueIRS element (for citing)
Total Book Value Other Assets$895,169,768TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
GRANT & CONTRACT ADVANCES$19,659,233
FEDERAL STUDENT LOAN ADVANCES$10,114,364
ACCRUED PENSION LIABILITY$170,302,517
PROFESSIONAL LIABILITY CLAIMS$2,224,459
OTHER LIABILITIES$33,286,161
FieldValueIRS element (for citing)
Total Liability$235,586,734TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PART III; QUESTION 4THE ORGANIZATION MAINTAINS A COLLECTION OF PORTAITS AND MEDICAL/SURGICAL HISTORICAL OBJECTS THAT ARE USED TO DEMONSTRATE ITS ACHIEVEMENTS AND CONTRIBUTIONS IN THE STUDY OF MEDICINE. THE ORGANIZATION CAPITALIZES WORKS OF ART, HISTORICAL TREASURERS OR SIMILAR ASSETS AND RECORDS THEM AT FAIR MARKET VALUE AT THE DATE OF THE CONTRIBUTION.
SCHEDULE D, PART V; QUESTION 4ENDOWMENT FUNDS ARE USED TO SUPPORT INSTRUCTION AND RESEARCH PROGRAMS SUPPORT PROFESSORSHIPS, SUPPORT FINANCIAL AID FOR UNDERGRADUATE, GRADUATE AND PROFESSIONAL STUDENTS, SUPPORT THE ACQUISITION OF BOOKS AND OTHER MATERIALS IN THE LIBRARIES, AND SUPPORT THE ON-GOING OPERATIONS OF THE PHYSICAL PLANT. THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES 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 ORGANIZATIONS 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.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmtYes (true)NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures EtcYes (true)PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast MediaYes (true)PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp RecsYes (true)MaintainRacialCompRecsInd
Maintain Scholarships RecsYes (true)MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures EtcYes (true)MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All SolYes (true)MaintainCpyOfAllSolInd
Discriminate Race Stdnts RghtsfalseDiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss PlcyfalseDiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm FcultyfalseDiscriminateRaceEmplmFcultyInd
Discriminate Race SchsfalseDiscriminateRaceSchsInd
Discriminate Race Educ PlcyfalseDiscriminateRaceEducPlcyInd
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt ProgfalseDiscriminateRaceAthltProgInd
Discriminate Race Other ActyfalseDiscriminateRaceOtherActyInd
Government Financial Aid RcvdYes (true)GovernmentFinancialAidRcvdInd
Government Financial Aid RvkdfalseGovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550Yes (true)ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE E, PART I; QUESTION 3THE ORGANIZATION IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT REGARD TO RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. THE ORGANIZATION COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER.
SCHEDULE E, PART I; QUESTION 6DURING THE FISCAL YEAR ENDED JUNE 30, 2017, THE ORGANIZATION RECEIVED FINANCIAL ASSISTANCE FUNDING FROM THE STATE OF DELAWARE. PLEASE REFER TO CORE FORM, PART VIII, LINE 1E FOR THIS AMOUNT.

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)00Grantmaking$290,431
South Asia00Grantmaking$727,870
Europe (Including Iceland and Greenland)00Investments$17,862,143
East Asia and the Pacific00Investments$8,254,016
South America00Investments$393,567
North America00Investments$1,409,808
Central America and the Caribbean00Investments$787,404
Middle East and North Africa00Investments$144,710
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$29,869,949SubtotalSpentAmt
Total Spent$29,869,949TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDesc
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$191,114ACH
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$16,509CHECK
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$14,036ACH
South AsiaSPONSORED RESEARCH$727,870ACH
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$18,360ACH
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$13,124ACH
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$37,288ACH
FieldValueIRS element (for citing)
Total501c3 Org5Total501c3OrgCnt
Total Other Org2TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE F, PART I; LINE 2THE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.
SCHEDULE F, PART IV; QUESTION 5THROUGH ITS OWNERSHIP IN VARIOUS DOMESTIC PARTNERSHIPS, THE ORGANIZATION HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN PUBLICLY TRADED PARTNERSHIPS ("PTP"). SOME OF THESE PTP'S HAD AN INDIRECT OWNERSHIP INTEREST IN CERTAIN FOREIGN PARTNERSHIPS DURING YEAR ENDED JUNE 30, 2017. HOWEVER, THE ORGANIZATION DID NOT MEET THE REPORTING THRESHOLDS REQUIRED TO FILE ANY FORMS 8865, RETURN OF U.S. PERSONS WITH RESPECT TO CERTAIN FOREIGN PARTNERSHIPS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1GALAEvent1Nm
Gross Receipts Event1$1,232,548GrossReceiptsEvent1Amt
Charitable Contri Event1$814,632CharitableContriEvent1Amt
Gross Revenue Event1$417,916GrossRevenueEvent1Amt
Rent Facility Costs Event1$208,139RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$209,777OtherDirectExpensesEvent1Amt
Other Events Total0OtherEventsTotalCnt
Gross Receipts Total$1,232,548GrossReceiptsTotalAmt
Charitable Contributions Tot$814,632CharitableContributionsTotAmt
Gross Revenue Total Events$417,916GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$208,139RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$209,777OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$417,916DirectExpenseSummaryEventsAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (60 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
ABINGTON MEMORIAL HOSPITAL
1200 OLD YORK ROADABINGTONPA19001231352152501(C)(3)$78,504PROGRAM SUPPORT
ARCADIA UNIVERSITY
450 SOUTH EASTON ROADGLENSIDEPA19038231352620501(C)(3)$16,358PROGRAM SUPPORT
BAYLOR COLLEGE OF MEDICINE
1 BAYLOR PLAZAHOUSTONTX77030741613878501(C)(3)$321,511PROGRAM SUPPORT
BETHANY CHRISTIAN SERVICES INC
901 EASTERN AVEGRAND RAPIDSMI49503381405282501(C)(3)$8,800PROGRAM SUPPORT
BRIGHAM AND WOMEN'S HOSPITAL
75 FRANCIS STREETBOSTONMA02115042312909501(C)(3)$149,007PROGRAM SUPPORT
CEDARS SINAI MEDICAL CENTER
8700 BEVERLY BLVDLOS ANGELESCA90048951644600501(C)(3)$17,211PROGRAM SUPPORT
CHOP-ABRAMSON PED CANCER RESEARCH
3401 CIVIC CTR BLVDPHILADELPHIAPA19104231352166501(C)(3)$211,578PROGRAM SUPPORT
CHRISTIANA CARE HEALTH SERVICES INC
PO BOX 2653WILMINGTONDE19805510103684501(C)(3)$18,067PROGRAM SUPPORT
THE CLEVELAND CLINIC FOUNDATION
6801 BRECKSVILLE RDINDEPENDENCEOH44131340714585501(C)(3)$98,509PROGRAM SUPPORT
DREXEL UNIVERSITY COLLEGE OF MEDICINE
3201 ARCH STREETPHILADELPHIAPA19104231352630501(C)(3)$201,423PROGRAM SUPPORT
DUKE UNIVERSITY
324 BLACKWELL STREETDURHAMNC27701560532129501(C)(3)$57,214PROGRAM SUPPORT
FLORIDA ATLANTIC UNIVERSITY
777 GLADES ROADBOCA RATONFL33431650267991501(C)(3)$304,451PROGRAM SUPPORT
FLORIDA STATE UNIVERSITY
282 CHAMPIONS WAYTALLAHASSEEFL32306591961248501(C)(3)$32,506PROGRAM SUPPORT
FOX CHASE CANCER CENTER FOUNDATION
333 COTTMAN AVENUEPHILADELPHIAPA19111232003072501(C)(3)$51,136PROGRAM SUPPORT
GENERAL ELECTRIC COMPANY
1 RESEARCH CIRCLENISKAYUNANY12309140689340$192,946PROGRAM SUPPORT
GEORGE MASON UNIVERSITY
4400 UNIVERSITY DRIVEFAIRFAXVA22030540836354115$17,520PROGRAM SUPPORT
GEORGE WASHINGTON UNIVERSITY
45155 RESEARCH PLACEASHBURNVA20147530196584501(C)(3)$66,750PROGRAM SUPPORT
GEORGETOWN UNIVERSITY
37TH AND O STREETS NWWASHINGTONDC20057530196603501(C)(3)$119,294PROGRAM SUPPORT
GEORGIA STATE UNIV RESEARCH FDN
PO BOX 3999ATLANTAGA30302581845423501(C)(3)$43,985PROGRAM SUPPORT
HUGO MOSER INSTITUTE-KENNEDY KRIEGER
707 NORTH BROADWAYBALTIMOREMD21205521524967501(C)(3)$32,750PROGRAM SUPPORT
ICAHN SCHOOL OF MEDICINE-MOUNT SINAI
1 GUSTAVE L LEVY PLACENEW YORKNY10029136171197501(C)(3)$77,025PROGRAM SUPPORT
JACKSON LABORATORY
600 MAIN STREETBAR HARBORME04609010211513501(C)(3)$34,017PROGRAM SUPPORT
JOHNS HOPKINS UNIVERSITY
3910 KESWICK ROADBALTIMOREMD21211520595110501(C)(3)$245,370PROGRAM SUPPORT
LANKENAU INSTITUTE FOR MED RESEARCH
100 LANCASTER AVENUEWYNNEWOODPA19096232175659501(C)(3)$34,229PROGRAM SUPPORT
LEHIGH VALLEY HOSPITAL
2100 MACK BOULEVARDALLENTOWNPA18103231689692501(C)(3)$278,264PROGRAM SUPPORT
MAGEE REHABILITATION HOSPITAL
1513 RACE STREETPHILADELPHIAPA19102231476328501(C)(3)$75,955PROGRAM SUPPORT
THE MEDICAL COLLEGE OF WISCONSIN INC
8701 WATERTOWN PLK ROADMILWAUKEEWI53226390806261501(C)(3)$233,988PROGRAM SUPPORT
MEE PRODUCTIONS INC
1 WINDING DR STE 203PHILADELPHIAPA19131232618368$63,656PROGRAM SUPPORT
MEMORIAL HERMANN HEALTH SYSTEM
909 FROSTWOOD SUITE 2100HOUSTONTX77024741152597501(C)(3)$11,500PROGRAM SUPPORT
METROHEALTH SYSTEM
2500 METROHEALTH DRIVECLEVELANDOH44109346004382115$7,027PROGRAM SUPPORT
NATIONALITIES SERVICE CENTER
1216 ARCH STREETPHILADELPHIAPA19107231352336501(C)(3)$11,961PROGRAM SUPPORT
ALFRED I DUPONT HOSPITAL
1600 ROCKLAND ROADWILMINGTONDE19803590634433501(C)(3)$31,299PROGRAM SUPPORT
NEW YORK BLOOD CENTER INC
310 E 67TH STREETNEW YORKNY10065131949477501(C)(3)$126,838PROGRAM SUPPORT
NORTHWESTERN UNIVERSITY
633 CLARK STREETEVANSTONIL60208362167817501(C)(3)$27,617PROGRAM SUPPORT
OHIO STATE UNIVERSITY
1960 KENNY ROADCOLUMBUSOH43210316025986115$17,225PROGRAM SUPPORT
THE PENNSYLVNIA STATE UNIVERSITY
500 UNIVERSITY DRIVEHERSHEYPA17033246000376115$33,315PROGRAM SUPPORT
READING HOSPITAL
PO BOX 16052READINGPA19612231352204501(C)(3)$28,679PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF MICHIGAN
500 SOUTH STATE STREETANN ARBORMI48109386006309501(C)(3)$168,217PROGRAM SUPPORT
REHABILITATION CENTER OF CHICAGO
355 EAST ENE STREETCHICAGOIL60611362256036501(C)(3)$10,120PROGRAM SUPPORT
ROY N GAY MD PC
2116 CHESTNUT STREETPHILADELPHIAPA19103251598411$40,332PROGRAM SUPPORT
RUTGERS UNIVERSITY
89 FRENCH STREETNEW BRUNSWICKNJ08901462354111115$18,667PROGRAM SUPPORT
SHRINERS HOSPITALS FOR CHILDREN
PO BOX 31356TAMPAFL33631362193608501(C)(3)$43,300PROGRAM SUPPORT
ST JUDE CHILDREN'S RESEARCH HOSPITAL
262 DANNY THOMAS PLACEMEMPHISTN38105067717892501(C)(3)$7,359PROGRAM SUPPORT
ST VINCENT MEDICAL CENTER
2131 WEST THIRD STLOS ANGELESCA90057912154438501(C)(3)$18,460PROGRAM SUPPORT
TEMPLE UNIVERSITY
1805 BROAD STREETPHILADELPHIAPA19122231365971501(C)(3)$87,514PROGRAM SUPPORT
THOMAS JEFFERSON UNIVERSITY HOSPITAL
111 S 11TH STREETPHILADELPHIAPA19107232829095501(C)(3)$169,030PROGRAM SUPPORT
TRUSTEES OF BOSTON UNIVERSITY
881 COMMONWEALTH AVEBOSTONMA02215042103547501(C)(3)$71,394PROGRAM SUPPORT
TRUSTEES OF THE UNIVERSITY OF PA
3451 WALNUT STREETPHILADELPHIAPA19104231352685501(C)(3)$304,910PROGRAM SUPPORT
UNIVERSAL STABILIZATION TECHNOLOGIES
4050 SORRENTO VALLEYSAN DIEGOCA92121320047193$133,637PROGRAM SUPPORT
REGENTS OF THE UNIV OF CA AT SAN DIEGO
9500 GILMAN DRIVELA JOLLACA92093956006144501(C)(3)$86,512PROGRAM SUPPORT
UNIVERSITY OF CA AT SAN FRANCISCO
UCSF BOX 0248SAN FRANCISCOCA94143946036493501(C)(3)$144,540PROGRAM SUPPORT
REGENTS OF THE UNIVERSITY OF COLORADO
1800 NORTH GRANT STREETDENVERCO80203846000555501(C)(3)$9,756PROGRAM SUPPORT
UNIVERSITY OF DELAWARE
220 HULLIHEN HALLNEWARKDE19716516000297501(C)(3)$102,451PROGRAM SUPPORT
UNIVERSITY OF GEORGIA RESEARCH FDN
456 EAST BROADATHENSGA30602581353149501(C)(3)$90,856PROGRAM SUPPORT
UNIVERSITY OF MARYLAND
3112 LEE BUILDINGCOLLEGE PARKMD20742526002033115$151,132PROGRAM SUPPORT
UNIVERSITY OF NC AT CHAPEL HILL
103 S BLDG CAMPUSCHAPEL HILLNC27599566001393501(C)(3)$7,885PROGRAM SUPPORT
UNIVERSITY OF SOUTH ALABAMA
307 UNIVERSITY BOULEVARDMOBILEAL36688630477348501(C)(3)$43,980PROGRAM SUPPORT
UT SOUTHWESTERN MEDICAL CENTER
PO BOX 7996AUSTINTX78712756002868501(C)(3)$26,970PROGRAM SUPPORT
VANDERBILT UNIVERSITY
2301 VANDERBILT PLACENASHVILLETN37240620476822501(C)(3)$109,444PROGRAM SUPPORT
VANDERBILT UNIVERSITY MEDICAL CENTER
2525 WEST END AVENUENASHVILLETN37203352528741501(C)(3)$208,099PROGRAM SUPPORT
FieldValueIRS element (for citing)
Total501c3 Org56Total501c3OrgCnt
Total Other Org4TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient1276RecipientCnt
Cash Grant$14,123,623CashGrantAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTHE ORGANIZATION MONITORS FOREIGN GRANT SUB-RECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUB-RECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
First Class Or Charter TravelYes (X)FirstClassOrCharterTravelInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
STEPHEN K KLASKO MD MBA
TRUSTEE-PRES/CEO TJU&JEFF HLTH$1,412,191$0$860,625$0$59,571$0$1,137,596$0$18,519$0$3,488,502$0$0$0
CRISTINA G CAVALIERI ESQ
ASST SEC-EVP CHIEF LEG COUNSEL$590,821$0$198,739$0$152,877$0$293,193$0$16,184$0$1,251,814$0$51,857$0
PETER L DEANGELIS JR
ASST TREAS - EVP, CFO & CAO$630,689$0$250,000$0$26,148$0$104,000$0$11,792$0$1,022,629$0$0$0
MARK L TYKOCINSKI MD
EVP, ACAD AFF & PROVOST TJU$785,405$0$332,822$0$104,960$0$232,085$0$18,738$0$1,474,010$0$62,717$0
LAURENCE M MERLIS
EVP, COO - JEFFERSON HEALTH$0$980,253$0$458,500$0$227,001$400,000$304,190$0$8,389$400,000$1,978,333$0$202,798
KATHLEEN GALLAGHER
EVP, COO - THOMAS JEFF. UNIV.$568,234$0$247,537$0$83,243$0$296,930$0$15,786$0$1,211,730$0$11,564$0
JOHN J KELLY MD
EVP & CHIEF CLINICAL OFFICER$0$632,612$0$293,256$0$291,852$0$47,585$0$7,389$0$1,272,694$0$239,763
ANNE BOLAND DOCIMO MD MBA
EVP, POPULATION HEALTH & CCTO$723,804$0$400,694$0$83,739$0$375,390$0$7,894$0$1,591,521$0$0$0
KATHLEEN KINSLOW CRNA MBA
EVP, CHIEF INT OFF(EFF 2/1/17)$0$724,118$0$365,050$0$107,814$0$127,649$0$15,320$0$1,339,951$0$75,310
JOHN EKARIUS
EVP, CHIEF OF STAFF$572,506$0$244,950$0$67,027$0$296,593$0$7,813$0$1,188,889$0$0$0
ELIZABETH DALE EDD
EVP, CHIEF ADVANCEMENT OFFICER$504,952$0$204,843$0$58,137$0$283,255$0$10,587$0$1,061,774$0$0$0
PRAVEEN CHOPRA
EVP, CIO & TIEO (TERM 6/30/17)$481,593$0$214,322$0$41,398$0$59,431$0$24,621$0$821,365$0$0$0
JEFFREY STEVENS
EVP, CHIEF HUMAN RES. OFFICER$498,967$0$164,738$0$31,451$0$123,650$0$23,140$0$841,946$0$0$0
ROSALYN RITTS PHD
EVP, CHIEF INNOVATION OFFICER$394,171$0$172,199$0$52,728$0$8,000$0$22,924$0$650,022$0$0$0
CHARLES G LEWIS
EVP,CHIEF MRKT OFF(EFF 9/1/16)$135,479$0$0$0$130,910$0$122,000$0$7,189$0$395,578$0$0$0
JOSEPH HILL
SVP, CHIEF DIVERSITY OFFICER$297,782$0$90,514$0$27,987$0$34,450$0$15,052$0$465,785$0$0$0
MICHAEL J VERGARE MD
EVP, PARTNERSHIPS&AFFILIATIONS$504,644$4,636$136,991$0$125,655$0$66,136$464$18,492$0$851,918$5,100$0$0
ALFRED C SALVATO
SVP, CORP FINANCE & CIO$468,700$0$165,938$0$67,942$0$65,096$0$16,360$0$784,036$0$30,736$0
RONALD BOWLAN
SVP, FACILITIES & CAMPUS PLAN.$260,651$0$97,973$0$22,615$0$34,450$0$18,107$0$433,796$0$0$0
ROBERT H ROSENWASSER MD
PROFESSOR & JUP PHYSICIAN$1,373,065$227,272$163,333$0$114,062$0$181,320$22,727$15,786$0$1,847,566$249,999$82,870$0
WILLIAM M KEANE MD
PROFESSOR & JUP PHYSICIAN$265,252$812,750$530,158$0$129,469$0$86,389$26,500$26,077$0$1,037,345$839,250$0$0
JAMES S HARROP MD
PROFESSOR & JUP PHYSICIAN$223,650$718,182$0$503,310$3,987$0$25,500$26,500$23,170$0$276,307$1,247,992$0$0
MARC R ROSEN MD
PROFESSOR & JUP PHYSICIAN$89,194$704,593$0$615,486$10,220$0$12,870$26,500$26,273$0$138,557$1,346,579$0$0
SRINIVAS PRASAD MD MS
PROFESSOR & JUP PHYSICIAN$57,720$1,225,707$0$0$3,221$0$6,554$26,500$9,575$0$77,070$1,252,207$0$0
KATHLEEN E SQUIRES MD
FORMER OFFICER$200,507$189,400$0$0$8,352$0$27,124$18,940$25,553$0$261,536$208,340$0$0
STEVEN E MCKENSIZE MDPHD
FORMER OFFICER$278,537$18,636$5,000$0$27,733$0$34,450$1,864$15,590$0$361,310$20,500$0$0
THEODORE F TARASCHI PHD
FORMER OFFICER$243,812$0$16,005$0$8,042$0$34,450$0$15,541$0$317,850$0$0$0
KIRK GORMAN
FORMER OFFICER$145,361$0$0$0$40,495$0$19,143$0$8,387$0$213,386$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
CORE FORM, PART VII AND SCHEDULE JTAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2016 FORMS W-2.
SCHEDULE J, PART I; QUESTIONS 1A AND 1BTHREE OFFICERS OF THE ORGANIZATION TRAVELED FIRST CLASS DURING THE YEAR ON BUSINESS TRIPS FOR THOMAS JEFFERSON UNIVERSITY WORK PURPOSES. THE EXCESS COST OVER STANDARD TRAVEL WAS NOT INCLUDED IN 2016 FORM W-2, BOX 5 AS TAXABLE MEDICARE WAGES FOR THESE INDIVIDUALS, AS THESE EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME.
SCHEDULE J, PART I; QUESTION 4APLEASE NOTE CHARLES G. LEWIS TERMED AS AN OFFICER OF THE ORGANIZATION IN OCTOBER OF 2014. HE WAS SUBSEQUENTLY REHIRED BY THE ORGANIZATION IN SEPTEMBER OF 2016 AS ITS EXECUTIVE VICE PRESIDENT, CHIEF GROWTH AND MARKETING OFFICER. THE SEVERANCE REPORTED IN SCHEDULE J, PART II, COLUMN B(III) REFLECTS THE AMOUNT PAID TO THIS INDIVIDUAL DURING CALENDAR YEAR 2016 FOR THE TIME HE WAS NOT EMPLOYED AS AN OFFICER OF THE ORGANIZATION.
SCHEDULE J, PART I; QUESTION 4BTHE AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE PARTICIPATION IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE: CRISTINA G. CAVALIERI, ESQ., $105,061; MARK L. TYKOCINSKI, M.D., $66,473; LAURENCE M. MERLIS, $102,226; KATHLEEN GALLAGHER, $12,256; JOHN J. KELLY, M.D., $269,304; KATHLEEN KINSLOW, CRNA, MBA, $75,310; MICHAEL J. VERGARE, M.D., $81,945; ALFRED C. SALVATO, $32,577; ROBERT H. ROSENWASSER, M.D., $87,833 AND WILLIAM M. KEANE, M.D., $97,759. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $359,534; CRISTINA G. CAVALIERI, ESQ., $50,743; MARK L. TYKOCINSKI, M.D., $93,635; LAURENCE M. MERLIS, $250,000; KATHLEEN GALLAGHER, $54,480; JOHN J. KELLY, M.D., $15,085; ANNE BOLAND DOCIMO, M.D., MBA, $80,890; KATHLEEN KINSLOW, CRNA, MBA, $111,749; JOHN C. EKARIUS, $54,143; ELIZABETH DALE, ED.D., $40,805; PRAVEEN CHOPRA, $30,281; MICHAEL J. VERGARE, M.D., $31,686; ALFRED C. SALVATO, $30,646; ROBERT H. ROSENWASSER, M.D., $146,870 AND WILLIAM M. KEANE, M.D., $51,939. THE DEFERRED COMPENSATION AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDE UNVESTED BENEFITS IN AN EMPLOYER RECRUITMENT AND RETENTION PROGRAM FOR KEY INDIVIDUALS WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: STEPHEN K. KLASKO, M.D., MBA, $743,612; CRISTINA G. CAVALIERI, ESQ., $208,000; PETER L. DEANGELIS, JR., $104,000; MARK L. TYKOCINSKI, M.D., $104,000; LAURENCE M. MERLIS, $400,000; KATHLEEN GALLAGHER, $208,000; ANNE BOLAND DOCIMO, M.D., MBA, $260,000; JOHN C. EKARIUS, $208,000; ELIZABETH DALE, ED.D., $208,000; JEFFREY STEVENS, $104,000 AND CHARLES G. LEWIS, $104,000.
SCHEDULE J, PART I; QUESTION 7CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2016 WHICH AMOUNTS WERE INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II; COLUMN FTHE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDE VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AND EXECUFLEX PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE REPORTED IN SCHEDULE J, PART II, COLUMN C AS RETIREMENT AND OTHER DEFERRED COMPENSATION ON PRIOR YEAR'S FORMS 990. THE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: CRISTINA G. CAVALIERI, ESQ., $51,857; MARK L. TYKOCINSKI, M.D., $62,717; LAURENCE M. MERLIS, $202,798; KATHLEEN GALLAGHER, $11,564; JOHN J. KELLY, M.D., $239,763; KATHLEEN KINSLOW, CRNA, MBA, $75,310; ALFRED C. SALVATO, $30,736 AND ROBERT H. ROSENWASSER, M.D., $82,870.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
A23224385270917RHC22006-12-13$63,412,500REFUNDING PREVIOUS BOND & CAP EXPfalsefalsefalse
MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY
B232328939613604VK02009-11-04$154,203,713REFUNDING OF LOANS/BONDS & CAP EXPfalsefalseYes (true)
PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
C23224385270917R8G32012-10-04$45,634,203CAPITAL PURCHASES & IMPROVEMENTSfalsefalsefalse
MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY
D232328939613604WK92012-07-26$205,883,542REFUNDING PREVIOUS BONDS & CAP EXPfalsefalseYes (true)

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$46,957,500$0$63,412,500$0$0$0$420,474$777,430$0$62,214,596$0$02007falseYes (true)Yes (true)Yes (true)
B$140,223,713$0$154,203,713$0$0$0$1,587,477$0$0$9,241,000$143,375,236$02009Yes (true)falseYes (true)Yes (true)
C$5,014,203$0$45,634,203$0$0$0$562,929$0$0$21,285,000$23,786,274$02014Yes (true)falseYes (true)Yes (true)
D$67,486,542$0$205,886,594$0$0$0$1,973,968$0$0$34,050,210$169,862,416$02013Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdPrivate Bus Use By OthersPrivateBusUseByOthersPctOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndEngage Bond Counsel ContractsEngageBondCounselContractsIndAny Research AgreementsAnyResearchAgreementsIndTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndChange In Use Bond Financed PropChangeInUseBondFinancedPropPctProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdIndRemedial Action TakenRemedialActionTakenInd
A0
B0.00800falseYes (true)Yes (true)Yes (true)false0.00800falseYes (true)0.00300Yes (true)
C0.00110falsefalsefalsefalse0.00110falsefalseYes (true)false
D0.00300falseYes (true)Yes (true)Yes (true)false0.00300falsefalseYes (true)false

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
CfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
DfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)
DYes (true)

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE K, PART I, LINE DADDITIONAL 2015A-G CUSIP NUMBERS INCLUDE: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7.
SCHEDULE K, PART IV, LINE 2CSERIES 2006B BONDS (TJU) - 01/29/2008 SERIES 2009A BONDS (ABINGTON) - 11/4/2014 SERIES 2012 BONDS (TJU) - 11/1/2013 SERIES 2012 BONDS (ABINGTON) - 8/1/2017

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCdBond Issuer EINBondIssuerEINBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingIndCUSIPCUSIPNum
PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT
A2322372872014-07-24$75,000,000CONSTRUCTION EXPANSION & REPAY ISSfalsefalsefalse
PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY
B2322438522015-02-26$550,268,991CONSTRUCTION & REFUNDING PREV BONDfalsefalsefalse70917SNP4
PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT
C2322372872017-02-08$380,043,540REFINANCE PRIOR BONDS & CAP PROJ.falsefalsefalse71781XCR2

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$25,000,000$0$75,000,000$0$0$655,845$0$0$57,480,845$0$16,863,310$02015falsefalseYes (true)Yes (true)
B$0$0$550,268,991$0$0$0$4,608,598$0$0$0$545,660,383$02016Yes (true)falsefalseYes (true)
C$66,843,173$0$380,043,540$0$0$0$3,811,350$0$0$0$0$22,414,8782018Yes (true)falsefalseYes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
Afalsefalsefalsefalse0falsefalsefalseYes (true)
Bfalsefalsefalsefalse0falsefalsefalseYes (true)
Cfalsefalsefalsefalse0falsefalsefalseYes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndRebate Not Due YetRebateNotDueYetIndException To RebateExceptionToRebateIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalsefalsefalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalseYes (true)falsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCdProcedures Corrective ActionProceduresCorrectiveActionInd
AYes (true)
BYes (true)
CYes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp

FieldValueIRS element (for citing)
PersonSTEPHEN K KLASKOPersonNm
Relationship With OrgPRES/CEORelationshipWithOrgTxt
Loan PurposeMORTGAGELoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$300,000OriginalPrincipalAmt
Balance Due$300,000BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$300,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionDesc
RICHARD ROTHMAN TRUSTEE
MORE THAN 35% OWNEDMAJORITY OWNER
H RONALD KLASKO
BROTHER TO OFFICERLEGAL SERVICES

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$35,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution15ContributionCnt
Noncash Contributions Rpt F990$708,721NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp
Historical ArtifactsHistoricalArtifactsGrp
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)MEDICAL EQUIPMENT2$205,025FMV
Yes (X)BILLBOARD ADVERTISING1$92,000FMV
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (19 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSTHOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. THOMAS JEFFERSON UNIVERSITY HAS APPROXIMATELY 3,200 STUDENTS AND IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. TJUHS, ABINGTON AND ARIA ARE INTEGRATED HEALTHCARE ORGANIZATIONS THAT PROVIDE INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES THROUGH ACUTE CARE, AMBULATORY CARE, PHYSICIAN AND OTHER PRIMARY CARE SERVICES FOR RESIDENTS OF THE GREATER PHILADELPHIA REGION. JEFFERSON HEALTH ================ CURRENTLY, JEFFERSON HEALTH COMPRISES 14 HOSPITALS, OVER 50 OUTPATIENT AND URGENT CARE CENTERS, AS WELL AS PHYSICIAN PRACTICES AND EVERYWHERE WE DELIVER CARE THROUGHOUT THE CITY AND SUBURBS ACROSS PHILADELPHIA, MONTGOMERY AND BUCKS COUNTIES IN PA., AND CAMDEN COUNTY IN NEW JERSEY. TOGETHER, THESE FACILITIES SERVE MORE THAN 130,000 INPATIENTS, 519,000 EMERGENCY PATIENTS AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY. THOMAS JEFFERSON UNIVERSITY HOSPITAL IS THE LARGEST FREESTANDING ACADEMIC MEDICAL CENTER IN PHILADELPHIA. ABINGTON HOSPITAL IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. OTHER HOSPITALS INCLUDE JEFFERSON HOSPITAL FOR NEUROSCIENCE IN CENTER CITY PHILADELPHIA; METHODIST HOSPITAL IN SOUTH PHILADELPHIA; AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP; JEFFERSON BUCKS HOSPITAL; JEFFERSON CHERRY HILL HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON STRATFORD HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; JEFFERSON WASHINGTON TOWNSHIP HOSPITAL; MAGEE REHABILITATION HOSPITAL; AND ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL. THOMAS JEFFERSON UNIVERSITY ENROLLS MORE THAN 7,500 FUTURE PHYSICIANS, SCIENTISTS, NURSES AND HEALTHCARE PROFESSIONALS IN THE SIDNEY KIMMEL MEDICAL COLLEGE (SKMC), JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES, HEALTH PROFESSIONS, NURSING, PHARMACY, POPULATION HEALTH AND IS HOME OF THE NATIONAL CANCER INSTITUTE (NCI)-DESIGNATED SIDNEY KIMMEL CANCER CENTER. OUR MISSION ----------- WE IMPROVE LIVES. OUR VISION ---------- REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. OUR VALUES ---------- THE BEHAVIORS OUR EMPLOYEES DEMONSTRATE DAILY TO PATIENTS AND THEIR FELLOW STAFF ENABLE JEFFERSON TO CONTINUE ACHIEVE ITS MISSION. JEFFERSON'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR, AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE: - PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY - BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED - DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY THOMAS JEFFERSON UNIVERSITY HOSPITALS ===================================== THOMAS JEFFERSON UNIVERSITY HOSPITALS HAS 951 LICENSED ACUTE CARE BEDS, WITH MAJOR PROGRAMS IN A WIDE RANGE OF CLINICAL SPECIALTIES. SERVICES ARE PROVIDED AT FIVE PRIMARY LOCATIONS THOMAS JEFFERSON UNIVERSITY HOSPITAL (THE MAIN HOSPITAL FACILITY, WHICH WAS ESTABLISHED IN 1825) AND JEFFERSON HOSPITAL FOR NEUROSCIENCE, BOTH IN CENTER CITY PHILADELPHIA; JEFFERSON'S METHODIST HOSPITAL AND JEFFERSON AT THE NAVY YARD, BOTH IN SOUTH PHILADELPHIA; AND JEFFERSON AT VOORHEES IN SOUTH JERSEY. TO PROTECT THE HEALTH AND WELL-BEING OF OUR PATIENTS, VISITORS, EMPLOYEES, STUDENTS AND VOLUNTEERS, JEFFERSON IS A SMOKE-FREE CAMPUS. SMOKING IS NOT PERMITTED IN ALL JEFFERSON BUILDINGS AND WITHIN 50 FEET OF ANY ENTRYWAY TO OR EXIT FROM JEFFERSON BUILDINGS, AND WITHIN 50 FEET OF DRIVEWAYS, CANOPIES, ARCHWAYS AND PLAZAS. WE ARE ALSO SMOKE FREE IN CAMPUS PARKING AREAS. THOMAS JEFFERSON UNIVERSITY HOSPITALS STATISTICS ------------------------------------------------ - LICENSED BEDS: 937 - ADMISSIONS: 41,368 - OUTPATIENT VISITS: 1,350,317 - EMERGENCY ROOM VISITS: 117,746 - EMPLOYEES (FULL AND PART-TIME): 9,500 - HOUSE STAFF: 873 - MEDICAL STAFF: 1,667 - REGISTERED NURSES (FULL AND PART-TIME): 3,265 IN THE COMMUNITY ---------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. AS AN EMPLOYER OF NEARLY 7,500 INDIVIDUALS, OUR INSTITUTION IS BOTH INSPIRED BY AND COMMITTED TO RENEWING THE HEALTH AND PROSPERITY OF OUR AREA NEIGHBORHOODS. IN FULFILLMENT OF THIS PLEDGE, JEFFERSON OPENED THE CENTER FOR URBAN HEALTH (CUH) IN 1998, WHICH HAS WORKED TO IMPROVE THE WELL-BEING OF PHILADELPHIA CITIZENS BY MARSHALLING THE RESOURCES OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, THOMAS JEFFERSON UNIVERSITY AND ITS DEPARTMENT OF FAMILY AND COMMUNITY MEDICINE (DFCM), AND PARTNERING WITH COMMUNITY ORGANIZATIONS AND NEIGHBORHOODS. THE CENTER'S GOAL IS TO IMPROVE THE HEALTH STATUS OF INDIVIDUALS AND TARGETED COMMUNITIES/NEIGHBORHOODS THROUGH A MULTIFACETED INITIATIVE, THE ARCHES PROJECT, WHICH FOCUSES ON SIX DOMAINS/THEMES: ACCESS AND ADVOCACY; RESEARCH, EVALUATION, AND OUTCOMES MEASUREMENT; COMMUNITY PARTNERSHIPS AND OUTREACH; HEALTH EDUCATION, SCREENING AND PREVENTION PROGRAMS; EDUCATION HEALTH PROFESSIONS STUDENTS AND PROVIDERS; AND SERVICE DELIVERY SYSTEMS INNOVATION. TJUH'S PARTNERS CONSIST OF SCHOOLS, HOMELESS SHELTERS, SENIOR CENTERS, FAITH-BASED COMMUNITIES AND OTHER BROAD-BASED EFFORTS THAT RECOGNIZE NEIGHBORHOOD ECONOMIC, SOCIAL AND PHYSICAL ENVIRONMENTS AS UNDERLYING DETERMINANTS OF HEALTH AND DISEASE. IN ADDITION, TJUH UNDERTAKES MORE EXTENSIVE ASSESSMENTS IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS TO CREATE PROGRAMS THAT REFLECT COMMUNITY NEED, VOICE AND CULTURE. ABINGTON JEFFERSON HEALTH =========================== ABINGTON JEFFERSON HEALTH IS THE ORGANIZATION THAT ENCOMPASSES ITS FLAGSHIP HOSPITAL, ABINGTON HOSPITAL IN ABINGTON, PA AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP, PA, AS WELL AS A NUMBER OF CONVENIENT OUTPATIENT SETTINGS FOR OBTAINING EXPERT MEDICAL CARE IN BUCKS, MONTGOMERY AND PHILADELPHIA COUNTIES. SINCE 2015, THE ORGANIZATION HAS BEEN PART OF JEFFERSON HEALTH, WHICH NOW INCLUDES 14 HOSPITALS AND OVER 50 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 130,000 INPATIENT ADMISSIONS; 519,000 EMERGENCY DEPARTMENT VISITS, AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY. ABINGTON JEFFERSON HEALTH ENTITIES INCLUDE THE FOLLOWING: - TWO HOSPITALS: TOGETHER, ABINGTON HOSPITAL AND ABINGTON LANSDALE HOSPITAL 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. - TWO URGENT CARE CENTERS, IN FLOURTOWN AND WILLOW GROVE. - PHYSICIANS EMPLOYED PHYSICIAN PRACTICES LOCATED IN BUCKS, MONTGOMERY AND PHILADELPHIA COUNTIES WITH 65 LOCATIONS. ABINGTON JEFFERSON HEALTH IS THE UMBRELLA ORGANIZATION THAT ENCOMPASSES ITS FLAGSHIP HOSPITAL, ABINGTON HOSPITAL, IN ABINGTON AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP. OUR ENTITIES ALSO INCLUDE CONVENIENT OUTPATIENT FACILITIES, ABINGTON HEALTH CENTER BLUE BELL, ABINGTON HEALTH CENTER LOWER GWYNEDD, ABINGTON HEALTH CENTER MONTGOMERYVILLE IN NORTH WALES, ABINGTON HEALTH CENTER WILLOW GROVE, AND ABINGTON HEALTH CENTER WARMINSTER IN BUCKS COUNTY, AS WELL AS URGENT CARE CENTERS IN FEASTERVILLE AND FLOURTOWN. TOGETHER, THESE FACILITIES SERVE MORE THAN 39,000 INPATIENTS, 134,000 EMERGENCY PATIENTS AND OVER 653,000 OUTPATIENT VISITS ANNUALLY.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSABINGTON HOSPITAL, FOUNDED IN 1914, IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. STAFF MEMBERS HAVE THE PRIVILEGE OF WORKING WITH MEDICAL STUDENTS, RESIDENTS AND FELLOWS FROM THOMAS JEFFERSON UNIVERSITY'S SIDNEY KIMMEL MEDICAL COLLEGE AND OTHER MEDICAL SCHOOLS AND TRAINING PROGRAMS IN THE PHILADELPHIA AREA. THE HOSPITAL SPONSORS FIVE RESIDENCY PROGRAMS OF ITS OWN: FAMILY MEDICINE, INTERNAL MEDICINE, OBSTETRICS/GYNECOLOGY, GENERAL SURGERY AND DENTISTRY. IN ADDITION, THE HOSPITAL PROVIDES POSTGRADUATE MEDICAL EDUCATION IN AFFILIATION WITH SEVERAL AREA MEDICAL SCHOOLS. JEFFERSON COLLEGE OF NURSING OFFERS A SECOND BACHELOR OF SCIENCE IN NURSING (BSN) PROGRAM AT THE ABINGTON DIXON CAMPUS IN WILLOW GROVE. ABINGTON ALSO SUPPORTS A PHARMACY RESIDENCY PROGRAM. ALSO INCLUDED IS ABINGTON HEALTH PHYSICIANS, A NETWORK OF EMPLOYED PRIMARY CARE AND SPECIALTY PHYSICIANS. ALL TOLD, THE MEDICAL STAFFS AT THE TWO HOSPITALS CONSIST OF MORE THAN 1,400 PRIMARY CARE PHYSICIANS AND MEDICAL, SURGICAL AND DENTAL SPECIALISTS, AS WELL AS OVER 125 PHYSICIANS-IN-TRAINING WITHIN FIVE RESIDENCY PROGRAMS. ABINGTON JEFFERSON HEALTH EMPLOYS MORE THAN 6,000 EMPLOYEES, MAKING IT ONE OF THE LARGEST EMPLOYERS IN MONTGOMERY COUNTY. EACH YEAR, ABINGTON JEFFERSON HEALTH TREATS OVER 126,000 PATIENTS IN ITS TWO EMERGENCY DEPARTMENTS WITH ABINGTON HOSPITAL HAVING THE DISTINCTION OF HAVING ONE OF ONLY TWO LEVEL II TRAUMA CENTERS IN MONTGOMERY COUNTY. ABINGTON HOSPITAL JEFFERSON HEALTH HAS A COMPREHENSIVE STROKE CENTER AND OFFERS HIGHLY ADVANCED PROGRAMS IN CANCER, CARDIAC AND ORTHOPEDIC CARE. ABINGTON JEFFERSON HEALTH COMPLIES WITH ALL APPLICABLE ANTI-DISCRIMINATION LAWS. COMMUNITY BENEFIT: OUR COMMITMENT TO OUR COMMUNITIES ---------------------------------------------------- ABINGTON JEFFERSON HEALTH (AJH) AND ITS TWO HOSPITALS, ABINGTON HOSPITAL (AH) AND ABINGTON LANSDALE HOSPITAL (ALH), ARE NONPROFIT, 501(C)3 TAX EXEMPT HEALTHCARE ORGANIZATIONS. AS A TAX EXEMPT ORGANIZATION, AJH FULFILLS ITS RESPONSIBILITY TO THE COMMUNITY THROUGH PROGRAMS OR ACTIVITIES THAT PROVIDE CARE AND TREATMENT AND PROMOTE HEALTH AND HEALING AS A RESPONSE TO IDENTIFIED COMMUNITY NEEDS. AJHS COMMUNITY BENEFIT REPORTS INCLUDE INFORMATION ABOUT THE CONTRIBUTION MADE TO THE COMMUNITIES IT SERVES, INCLUDING CHARITY CARE, EDUCATION OF HEALTH PROFESSIONALS, SUBSIDIZED HEALTH SERVICES, PREVENTION AND SCREENING PROGRAMS, RESEARCH, AND IN-KIND SERVICES AND GRANTS. WE ALSO INCLUDE INFORMATION ABOUT PROGRAMS AND SERVICES OFFERED IN PARTNERSHIP WITH COMMUNITY AGENCIES AND ORGANIZATIONS THAT MAKE A SIGNIFICANT DIFFERENCE IN MEETING THE HEALTHCARE NEEDS OF THE VULNERABLE AND UNDERSERVED INDIVIDUALS IN OUR COMMUNITY. DEFINING COMMUNITY BENEFIT -------------------------- COMMUNITY BENEFIT IS MORE THAN CHARITY CARE. WHILE IT DOES INCLUDE CHARITY CARE AND OTHER MEANS-TESTED PROGRAM SHORTFALLS, COMMUNITY BENEFIT REFERS TO A WIDE RANGE OF ACTIVITIES DESIGNED TO IMPROVE OR SUSTAIN GOOD HEALTH FOR COMMUNITY RESIDENTS. GENERALLY, COMMUNITY BENEFIT MEETS AT LEAST ONE OF THE FOLLOWING OBJECTIVES: IMPROVING ACCESS TO HEALTH SERVICES; ENHANCING PUBLIC HEALTH, ADVANCING KNOWLEDGE AND RELIEVING GOVERNMENT BURDEN. ABINGTON HEALTH TAKES ITS ROLE IN MEETING THE HEALTH NEEDS OF THE COMMUNITY SERIOUSLY, AND WORKS TO ADDRESS ALL OF THESE AREAS EVERYDAY. ABINGTON JEFFERSON HEALTHS FINANCIAL ASSISTANCE PROGRAM ---------------------------------------------------------- GUIDED BY ITS MISSION AND VISION, ABINGTON JEFFERSON HEALTH MAINTAINS A GENEROUS FINANCIAL ASSISTANCE POLICY. CONSEQUENTLY, MANY SERVICES ARE PROVIDED WITHOUT CHARGE OR AT AMOUNTS LESS THAN ITS ESTABLISHED RATES FOR PATIENTS WHO ARE UNABLE TO PAY. ENSURING ACCESS TO CARE ----------------------- COMMUNITY MEMBERS WHO DO NOT HAVE THE FINANCIAL MEANS TO ACCESS CARE THROUGH A PRIVATE PHYSICIAN OFFICE CAN TAKE ADVANTAGE OF SEVERAL CLINICS AND SERVICES THROUGHOUT THE ABINGTON JEFFERSON HEALTH NETWORK. IN ADDITION TO MAINTAINING EMERGENCY SERVICES 24/7 AT EACH OF THE HOSPITALS, CENTERS OFFERING PRIMARY AND SPECIALTY CARE, DENTAL SERVICES, PRENATAL AND OBSTETRICAL PROGRAMS, AND NEWBORN CARE ALL ARE AVAILABLE FOR PATIENTS THROUGHOUT THE SERVICE AREA. OUTPATIENT PSYCHIATRIC SERVICES PROVIDE COMPREHENSIVE EVALUATIONS, MEDICATION MANAGEMENT AND THERAPY FOR CHILDREN, ADULTS AND ADOLESCENTS. ARIA HEALTH =========== ARIA HEALTH IS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY. WITH THREE LEADING-EDGE COMMUNITY HOSPITALS AND A STRONG NETWORK OF OUTPATIENT CENTERS AND PRIMARY CARE PHYSICIANS, ARIA UPHOLDS A LONGSTANDING TRADITION OF BRINGING ADVANCED MEDICINE AND PERSONAL CARE TO THE MANY COMMUNITIES IT SERVES. OUR HISTORY ----------- THE STORY OF ARIA HEALTH SYSTEM BEGAN IN 1902, WHEN A RESIDENT OF THE FRANKFORD SECTION OF PHILADELPHIA CONTRACTED TYPHOID FEVER. THE PATIENT'S PHYSICIAN, DR. JOSEPH BALL, COULDNT FIND A SINGLE HOSPITAL IN THE CITY TO ADMIT HIS SERIOUSLY ILL PATIENT. NOT ONE OF THE DOWNTOWN HOSPITALS HAD AN AVAILABLE BED. WHEN DR. BALL LEARNED OTHER NORTHEAST PHYSICIANS WERE ALSO HAVING THEIR PATIENTS TURNED AWAY, HE BEGAN AN EFFORT TO ESTABLISH A COMMUNITY HOSPITAL THAT WOULD PROVIDE CONVENIENT, HIGH-QUALITY MEDICAL CARE TO HIS NEIGHBORS. NAMED AFTER THE NEIGHBORHOOD IT WOULD FIRST SERVE, FRANKFORD HOSPITAL - FRANKFORD (NOW ARIA HEALTH - FRANKFORD CAMPUS) OPENED ITS DOORS ON THE FOURTH OF JULY, 1903. DURING THE DECADES THAT FOLLOWED, FRANKFORD EXPANDED UPON DR. BALLS FOUNDING VISION. FOR OVER A CENTURY, THE HOSPITAL INTRODUCED MANY NEW SERVICES TO BETTER MEET THE HEALTH NEEDS OF ITS GROWING COMMUNITIES. FOR EXAMPLE, AS THE HOSPITALS SERVICE AREA GREW AND FLOURISHED, FRANKFORD RESPONDED BY OPENING A SECOND SITE IN 1977. ALMOST IMMEDIATELY, FRANKFORD HOSPITAL TORRESDALE (NOW ARIA HEALTH - TORRESDALE CAMPUS) WAS OPERATING AT FULL CAPACITY, MEETING THE HEALTHCARE NEEDS OF FAMILIES FROM THE FAR NORTHEAST AND LOWER BUCKS COUNTY. AND, WHEN MANY FAMILIES FRANKFORD HOSPITAL HAD BEEN SERVING FOR GENERATIONS BEGAN RELOCATING TO BUCKS COUNTY IN THE 1980S AND 1990S, THE HOSPITAL AGAIN SOUGHT BETTER WAYS TO SERVE THEM. IN MARCH 1999, FRANKFORD ACQUIRED DELAWARE VALLEY MEDICAL CENTER AND TURNED IT INTO ITS THIRD INPATIENT SITE FRANKFORD HOSPITAL BUCKS COUNTY (NOW ARIA HEALTH - BUCKS COUNTY). TO REFLECT AN EXPANDED, REGIONAL VISION FOR HEALTH CARE SERVICE DELIVERY IN NORTHEAST PHILADELPHIA AND BUCKS COUNTY, FRANKFORD HOSPITAL CHANGED ITS NAME TO ARIA HEALTH IN MAY 2009. TODAY, ARIA HEALTHS FOCUS ON ITS FOUNDING PHILOSOPHY IS CLEARER THAN EVER BEFORE. NOW, OUR PHYSICIANS, NURSES AND SUPPORT PERSONNEL PROVIDE ADVANCED MEDICINE AND PERSONAL CARE AT THREE MODERN INPATIENT FACILITIES AND THREE OUTPATIENT SITES ALL OF WHICH ARE EQUIPPED WITH HIGHLY SOPHISTICATED TECHNOLOGY. ARIA - JEFFERSON HEALTH'S COMMUNITY HEALTH DASHBOARD ---------------------------------------------------- AS THE LARGEST HEALTHCARE PROVIDER IN NORTHEAST PHILADELPHIA AND LOWER BUCKS COUNTY, ARIA - JEFFERSON HEALTH IS COMMITTED TO CARING FOR THE COMMUNITY AND IMPROVING POPULATION HEALTH OF COMMUNITY MEMBERS. PROMOTING HEALTHY LIFESTYLES, OFFERING PREVENTIVE CARE, AND ENGAGING THE COMMUNITY ARE CENTRAL TO ARIA'S MISSION. ARIA IS SHARING THEIR COMMUNITY HEALTH NEEDS ASSESSMENT AND COMMUNITY DASHBOARD TO SUPPORT COMMUNITY MEMBERS IN EXPLORING THE HEALTH OF THEIR COMMUNITY AND RESOURCES FOR HEALTH IMPROVEMENT.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSAWARDS & HONORS =============== JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RECOGNIZED BOTH NATIONALLY AND LOCALLY BY VARIOUS ORGANIZATIONS AND INSTITUTIONS IN JUST ABOUT EVERY ASPECT OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE. - U.S. NEWS RATES JEFFERSON AMONG THE BEST IN 2017-18 SURVEY - BECKER'S HOSPITAL REVIEW AGAIN NAMES JEFFERSON "GREAT HOSPITAL" - A METABOLIC AND BARIATRIC SURGERY ACCREDITED CENTER - HAP EXCELLENCE IN CARE AWARD - ACE UNIT AT METHODIST HOSPITAL EARNS SILVER BEACON AWARD FOR EXCELLENCE - B5 MEDICAL-SURGICAL UNIT RECEIVES AMSN PRISM AWARD - DISTINGUISHED HOSPITAL AWARD FOR CLINICAL EXCELLENCE RECIPIENTS 2016 - PHILADELPHIA MAGAZINES 2017 TOP DOCTORS - JEFFERSON PHYSICIANS RATED TOP DOCS BY CASTLE CONNOLLY - NATIONAL CANCER INSTITUTE (NCI) DESIGNATION - JEFFERSON CARDIAC REHABILITATION EARNS AACVPR CERTIFICATION - JEFFERSON RADIATION ONCOLOGY EARNS APEX - MAGNET REDESIGNATION - AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER OUTSTANDING ACHIEVEMENT AWARD - THE JOINT COMMISSION 2013 TOP PERFORMER ON KEY QUALITY MEASURES - THE JOINT COMMISSION CERTIFICATIONS AND ADVANCED CERTIFICATIONS - 2014 HR DEPARTMENT OF THE YEAR AWARD - JEFFERSON AWARDED 3-YEAR ACCREDITATION WITH COMMENDATION - 2014 DELAWARE VALLEY PATIENT SAFETY & QUALITY AWARDS - JEFFERSON RECOGNIZED AS LEADER IN LGBT HEALTHCARE EQUALITY - ORTHOPEDIC PROGRAM EARNS RECOGNITION FROM BECKER'S HOSPITAL REVIEW - A TRANSPLANT CENTERS OF EXCELLENCE NETWORK FACILITY - AETNA INSTITUTE OF EXCELLENCE FOR TRANSPLANT DESIGNATION - MEDICAL CARDIAC CARE UNIT RECEIVES BEACON AWARD FOR EXCELLENCE - GET WITH THE GUIDELINES-STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD - PULMONARY ASSOCIATES RECEIVES LEVEL 3 RECOGNITION AS A PATIENT-CENTERED SPECIALTY PRACTICE - JEFFERSON MEDICAL CARE SOUTH PHILADELPHIA RECEIVES NATIONAL RECOGNITION FOR PATIENT CENTERED CARE - FAMILY AND COMMUNITY MEDICINE RECEIVES EXCEPTIONAL RATING - INTERNAL MEDICINE ASSOCIATES RECEIVES LEVEL 3 RECOGNITION FOR PPC-PCMH - SIDNEY KIMMEL CANCER CENTER IS A MELANOMA CENTER OF EXCELLENCE - CSI NAMES JEFFERSON A CANCER CENTERS OF EXCELLENCE NETWORK FACILITY - JEFFERSON DESIGNATED AETNA INSTITUTES OF QUALITY FOR SPINE SURGERY - BLUE DISTINCTION FOR BARIATRIC SURGERY - BLUE DISTINCTION+ CENTER FOR CARDIAC CARE - BLUE DISTINCTION CENTER FOR KNEE AND HIP REPLACEMENT - BLUE DISTINCTION CENTER FOR MATERNITY - BLUE DISTINCTION CENTER FOR COMPLEX AND RARE CANCERS - BLUE DISTINCTION CENTER FOR SPINE SURGERY - BLUE DISTINCTION CENTER FOR TRANSPLANTS - CHEST PAIN CENTER DESIGNATION - COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES - SIDNEY KIMMEL CANCER CENTER RECEIVES FERTILE HOPE CENTER OF EXCELLENCE DESIGNATION - UNITED NETWORK FOR ORGAN SHARING (UNOS) CERTIFICATION - BREAST CARE CENTER RECEIVES NAPBC ACCREDITATION - JEFFERSON DESIGNATED A NEONATAL CENTERS OF EXCELLENCE NETWORK - MODEL SPINAL CORD INJURY CENTER DESIGNATION - TRANSPLANTATION PROGRAM IS A CENTER FOR MEDICARE AND MEDICAID - JEFFERSON HONORED WITH YITZHAK RABIN PUBLIC SERVICE AWARD QUALITY & SAFETY ================ SINCE 1825, THE PHYSICIANS, NURSES AND STAFF AT THOMAS JEFFERSON UNIVERSITY HOSPITALS HAVE MADE THE SAFETY OF OUR PATIENTS AND THE QUALITY OF CARE WE DELIVER TOP PRIORITIES. WE RECOGNIZE THAT THE CARE WE PROVIDE AFFECTS EVERY PATIENT AND FAMILY MEMBER WHO COMES THROUGH OUR DOORS. OUR COMMITMENT TO QUALITY IS MEASURED IN BETTER PATIENT OUTCOMES AND INCREASED PATIENT SATISFACTION. THE RESULT IS GENERATIONS OF FAMILIES TURN TO JEFFERSON BECAUSE THEY KNOW THAT WE DELIVER SAFE, SUPERIOR AND COMPASSIONATE CARE, FROM DIAGNOSTICS THROUGH FOLLOW-UP CARE. AT JEFFERSON, WE DON'T JUST TALK ABOUT SAFETY AND QUALITY: WE SET GOALS AND BENCHMARK OUR RESULTS TO ENSURE WE ARE MEETING AND EXCEEDING NATIONAL STANDARDS. WE USE A "BALANCED SCORECARD" APPROACH TO CONTINUALLY MEASURE OUR PROGRESS TOWARD OUR GOALS. THIS APPROACH PROVIDES ACCOUNTABILITY AT ALL LEVELS AND TRACKS THOSE METRICS THAT HAVE THE GREATEST IMPACT ON OUR STRATEGIC VALUES QUALITY AND SAFETY, SERVICE, PEOPLE, GROWTH AND FINANCE AND OPERATIONS. IN OUR DRIVE TO DELIVER THE BEST QUALITY CARE, WE UTILIZE PROVEN METHODOLOGIES FOR QUALITY IMPROVEMENT. MANY OF OUR STAFF HAVE RECEIVED DEDICATED TRAINING AND GAINED EXPERTISE IN SPECIAL TECHNIQUES TO DRIVE IMPROVEMENTS IN QUALITY AND SAFETY. RECOGNITION FOR QUALITY & SAFETY ================================ MANY NATIONAL ORGANIZATIONS RECOGNIZE THOMAS JEFFERSON UNIVERSITY HOSPITALS FOR OUR STANDARDS OF QUALITY, EXCELLENCE AND SAFETY. U.S. NEWS & WORLD REPORT ------------------------ THOMAS JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RATED AMONG THE BEST HEALTHCARE PROVIDERS IN THE NATION, WITH TOP NATIONAL AND REGIONAL RANKINGS IN OPHTHALMOLOGY, ORTHOPEDICS, CANCER, OTOLARYNGOLOGY (EAR, NOSE AND THROAT), UROLOGY, GASTROENTEROLOGY AND GI SURGERY, NEUROLOGY AND NEUROSURGERY, CARDIOLOGY AND HEART SURGERY, DIABETES AND ENDOCRINOLOGY, NEPHROLOGY AND GERIATRICS. CENTERS FOR MEDICARE & MEDICAID TJUH ------------------------------------ THE CENTERS FOR MEDICARE & MEDICAID SERVICES (CMS) RECENTLY ANNOUNCED THAT IT RANKED THOMAS JEFFERSON UNIVERSITY HOSPITALS AS A FOUR (OUT OF FIVE)- STAR HOSPITAL FOR THE QUALITY OF ITS CARE. THE FOUR STARS INDICATE JEFFERSONS HIGH PERFORMANCE IN IMPROVING SAFETY OF CARE (REDUCING HOSPITAL-ACQUIRED INFECTION) AND THE PATIENT EXPERIENCE, AS WELL AS REDUCING MORTALITY RATES. A REDUCTION IN READMISSION RATES WAS ALSO NOTED AMONG OVERALL PERFORMANCE IMPROVEMENT. IN 2016, CMS BEGAN TO REPORT HOSPITAL QUALITY STAR RATINGS ON HOSPITAL COMPARE. TO DETERMINE THE RATINGS, CMS COMBINES PERFORMANCE ON MORE THAN 50 MEASURES INTO A SINGLE RATING OF ONE TO FIVE STARS. HOSPITAL SAFETY GRADES ---------------------- SEVEN OF OUR HOSPITALS EARNED AN "A" BY THE LEAPFROG GROUP, A NATIONAL ORGANIZATION THAT RATES HOSPITALS ON SAFETY, INCLUDING: THOMAS JEFFERSON UNIVERSITY HOSPITAL IN CENTER CITY, METHODIST HOSPITAL, ABINGTON-LANSDALE HOSPITAL, JEFFERSON BUCKS HOSPITAL, JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL, AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL. THIS RANKING PLACES THESE JEFFERSON HEALTH FACILITIES AMONG THE SAFEST HOSPITALS IN THE UNITED STATES. ABINGTON HOSPITAL, JEFFERSON FRANKFORD HOSPITAL AND JEFFERSON TORRESDALE HOSPITAL RECEIVED "B" GRADES. THE HOSPITAL SAFETY SCORE USES NATIONAL PERFORMANCE MEASURES FROM THE LEAPFROG GROUP HOSPITAL SURVEY, THE AGENCY FOR HEALTHCARE RESEARCH AND QUALITY (AHRQ), THE CENTERS FOR DISEASE CONTROL AND PREVENTION (CDC), THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS), AND THE AMERICAN HOSPITAL ASSOCIATION'S (AHA) ANNUAL SURVEY AND HEALTH INFORMATION TECHNOLOGY SUPPLEMENT. THESE PERFORMANCE MEASUREMENTS ARE TAKEN TOGETHER TO REPRESENT A HOSPITAL'S OVERALL PERFORMANCE IN KEEPING PATIENT'S SAFE FROM PREVENTABLE HARM AND MEDICAL ERRORS.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSMAGNET RECOGNITION FOR NURSING EXCELLENCE ----------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS CENTER CITY CAMPUS HAS BEEN GRANTED MAGNET RECOGNITION FOR NURSING EXCELLENCE FROM THE AMERICAN NURSES CREDENTIALING CENTER (ANCC). ANCC IS A SUBSIDIARY OF THE AMERICAN NURSES ASSOCIATION. LESS THAN 7 PERCENT OF ALL HOSPITALS IN THE UNITED STATES HAVE ACHIEVED ANCC MAGNET RECOGNITION STATUS. THE MAGNET RECOGNITION PROGRAM RECOGNIZES HEALTHCARE ORGANIZATIONS FOR QUALITY PATIENT CARE, NURSING EXCELLENCE AND INNOVATIONS IN PROFESSIONAL NURSING PRACTICE. MAGNET HOSPITALS ENJOY HIGHER PERCENTAGES OF IMPROVED PATIENT CARE OUTCOMES AND IMPROVED PATIENT SATISFACTION AS WELL AS ATTRACTING TOP NOTCH NURSES, PHYSICIANS AND HEALTHCARE PROFESSIONALS. NATIONAL CANCER INSTITUTE-DESIGNATED CANCER CENTER -------------------------------------------------- THE SIDNEY KIMMEL CANCER CENTER AT JEFFERSON IS A NATIONAL LEADER IN CANCER TREATMENT, RESEARCH AND EDUCATION AND A NATIONAL CANCER INSTITUTE (NCI)-DESIGNATED CANCER CENTER. IT IS AMONG THE TOP 20 CENTERS IN THE COUNTRY IN GRANT FUNDING FROM NCI. READ MORE ABOUT THE SIDNEY KIMMEL CANCER CENTER AND THE NCI. JOINT COMMISSION ACCREDITATION ------------------------------ THOMAS JEFFERSON UNIVERSITY HOSPITALS ARE FULLY ACCREDITED BY THE JOINT COMMISSION. ACROSS THE UNITED STATES, THE JOINT COMMISSION EVALUATES AND ACCREDITS HEALTHCARE ORGANIZATIONS. ACCREDITATION FROM THIS INDEPENDENT, NONPROFIT ORGANIZATION IS A RECOGNIZED SYMBOL OF QUALITY, DEMONSTRATING AN ORGANIZATION'S ACHIEVEMENT OF PERFORMANCE STANDARDS. ACCREDITATION REQUIRES SUCCESSFUL COMPLETION OF AN ON-SITE SURVEY AT LEAST EVERY THREE YEARS. THE JOINT COMMISSION HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY HOSPITALS AS IMPROVING IN QUALITY AND SAFETY IN THE AREAS OF HEART ATTACKS, HEART FAILURE, PNEUMONIA, SPINE SURGERY, SURGICAL CARE, IMMUNIZATIONS AND PERINATAL CARE. THEY HAVE ALSO RECOGNIZED JEFFERSON WITH SPECIFIC QUALITY AWARDS, INCLUDING THE MEDAL OF HONOR FOR ORGAN DONATION AND ADVANCED CERTIFICATIONS SUCH AS A PRIMARY STROKE CENTER AND IN VENTRICULAR ASSIST DEVICE (VAD). A WINNER IN THE 2014 DELAWARE VALLEY PATIENT SAFETY & QUALITY AWARDS -------------------------------------------------------------------- JEFFERSON'S "DO NO HARM: ENSURING MEDICATION SAFETY" INITIATIVE IS A THIRD PLACE WINNER IN THE 2014 DELAWARE VALLEY PATIENT SAFETY AND QUALITY AWARDS. PRESENTED BY THE HEALTH CARE IMPROVEMENT FOUNDATION, WE RECEIVED THE AWARD FOR OUR WORK TO REDUCE SERIOUS (LEVEL 5) ADVERSE DRUG EVENTS EACH YEAR FOR THE PAST FIVE YEARS. THE HOSPITAL ACHIEVED THESE RESULTS BY BUILDING A CULTURE OF SAFETY, STANDARDIZING PROTOCOLS, AND FOCUSING ON IMPROVING SAFETY MEASURES FOR HIGH-RISK MEDICATIONS, SUCH AS CHEMOTHERAPY, ANTICOAGULANTS, INSULIN AND OPIATES. OUR PROJECT WAS SELECTED FROM HOSPITALS AND HEALTH SYSTEMS ACROSS THE PHILADELPHIA REGION. IT RECEIVED HIGH SCORES ON THE AWARD'S EVALUATION CRITERIA, INCLUDING EVIDENCE OF SIGNIFICANT AND SUSTAINED IMPROVEMENT IN QUALITY OR PATIENT SAFETY; INNOVATION; LEADERSHIP AND ORGANIZATIONAL COMMITMENT TO IMPROVEMENT; A MULTIDISCIPLINARY APPROACH; AND THE POTENTIAL FOR REPLICATION IN OTHER HEALTHCARE ORGANIZATIONS. MASTERY AWARD RECOGNITION FOR PERFORMANCE EXCELLENCE ---------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS RECEIVED THE MASTERY AWARD RECOGNITION FROM THE KEYSTONE ALLIANCE FOR PERFORMANCE EXCELLENCE (KAPE) PROGRAM. THE MASTERY AWARD RECOGNIZES ORGANIZATIONS THAT DEMONSTRATE SIGNIFICANT PROGRESS TOWARD PERFORMANCE EXCELLENCE THROUGH COMMITMENT AND PRACTICE. JEFFERSON PARTICIPATES IN THE KAPE PROGRAM THE STATEWIDE PENNSYLVANIA PROGRAM WHICH FOLLOWS BEST PRACTICES AS DEFINED BY THE BALDRIGE CRITERIA FOR PERFORMANCE EXCELLENCE. THE PROGRAM HELPS JEFFERSON STRIVE FOR EXCELLENCE THROUGH CONTINUOUS IMPROVEMENT, BEST PRACTICE SHARING, AND ANNUAL EXTERNAL REVIEW. OPPORTUNITIES TO IMPROVE OUTCOMES AND PERFORMANCE ARE IDENTIFIED AND INCORPORATED INTO JEFFERSONS STRATEGY IN ORDER TO ENHANCE WORKFORCE ENGAGEMENT AND PRODUCTIVITY AS WELL AS CUSTOMER AND STAKEHOLDER SATISFACTION. AMERICAN COLLEGE OF SURGEONS NATIONAL SURGICAL QUALITY IMPROVEMENT -------------------------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITAL IS A PARTICIPATING SITE FOR THE ACS NATIONAL SURGICAL QUALITY IMPROVEMENT PROGRAM (ACS NSQIP). THE ACS NSQIP IS THE FIRST NATIONALLY VALIDATED, RISK-ADJUSTED, OUTCOMES-BASED PROGRAM TO MEASURE AND IMPROVE THE QUALITY OF SURGICAL CARE. THE PROGRAM EMPLOYS A PROSPECTIVE, PEER-CONTROLLED, VALIDATED DATABASE TO QUANTIFY 30-DAY RISK-ADJUSTED SURGICAL OUTCOMES, WHICH ALLOWS VALID COMPARISON OF OUTCOMES AMONG ALL HOSPITALS IN THE PROGRAM. PARTICIPATING HOSPITALS AND THEIR SURGICAL STAFF ARE PROVIDED WITH THE TOOLS, REPORTS, ANALYSIS AND SUPPORT NECESSARY TO MAKE INFORMED DECISIONS ABOUT IMPROVING QUALITY OF CARE. LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER & SPINAL CORD INJURY CENTER ------------------------------------------------------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS' EMERGENCY DEPARTMENT IS AN OFFICIALLY DESIGNATED LEVEL 1 REGIONAL RESOURCE TRAUMA CENTER. IT IS ONE OF ONLY 18 HOSPITALS IN THE UNITED STATES THAT IS BOTH AN OFFICIAL TRAUMA CENTER AND A FEDERALLY DESIGNATED REGIONAL SPINAL CORD INJURY CENTER. JEFFERSON, IN AFFILIATION WITH MAGEE REHABILITATION HOSPITAL, IS DESIGNATED AS ONE OF THE NATION'S 14 MODEL SPINAL CORD INJURY CENTERS BY THE NATIONAL INSTITUTE ON DISABILITY AND REHABILITATION RESEARCH. THE ONLY SUCH FACILITY IN THE DELAWARE VALLEY, THE CENTER HAS TREATED MORE THAN 3,000 PERSONS WITH SPINAL CORD INJURIES AND SIGNIFICANTLY REDUCED THE SEVERE SECONDARY COMPLICATIONS OF TRAUMATIC SPINAL CORD INJURY. BLUE DISTINCTION AWARD ---------------------- THOMAS JEFFERSON UNIVERSITY HOSPITALS EARNED THE BLUE DISTINCTION AWARD FROM BLUE CROSS AND BLUE SHIELD ASSOCIATION FOR DEMONSTRATING EXPERTISE IN DELIVERING QUALITY HEALTH CARE IN THE FOLLOWING SPECIALTIES: COMPLEX AND RARE CANCERS, CARDIAC CARE, BARIATRIC SURGERY, SPINE SURGERY, AND TRANSPLANTS. THIS AWARD DESIGNATION SERVES AS A GUIDE IN SELECTING QUALITY SPECIALTY CARE. HEALTHGRADES ------------ HEALTHGRADES IS A LONGSTANDING LEADER IN MAKING INFORMATION ON PHYSICIANS AND HOSPITALS MORE ACCESSIBLE AND TRANSPARENT. THEY PROVIDES CONSUMERS WITH INFORMATION ABOUT CLINICAL OUTCOMES, SATISFACTION, SAFETY AND HEALTH CONDITIONS. HEALTHGRADES HAVE ISSUED 5-STAR RATINGS TO ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL AND TJUH FOR HIP AND KNEE REPLACEMENT, WHILE ABINGTON HOSPITAL - JEFFERSON HEALTH WAS RECOGNIZED FOR ITS PACEMAKER PROCEDURES.
CORE FORM, PART V; QUESTION 2A & CORE FORM, PART VIITHOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM UTILIZES A COMMON PAYMASTER FOR THIS ORGANIZATION AND JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE FORM 990 REGULATIONS AND INSTRUCTIONS, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR THE ORGANIZATION AS IF PAID DIRECTLY BY THE ORGANIZATION. SIMILARLY, THE ORGANIZATION TREATS AMOUNTS PAID BY A COMMON PAYMASTER FOR SERVICES PERFORMED FOR A RELATED ORGANIZATION AS IF PAID DIRECTLY BY THE RELATED ORGANIZATION.
CORE FORM, PART VI, SECTION A; QUESTION 2IRA BRIND, ESQ., WILLIAM A. LANDMAN AND ROBERT S. ADELSON, ESQ. - BUSINESS RELATIONSHIP.
CORE FORM, PART VI, SECTION A, QUESTION 4EFFECTIVE JULY 1, 2016, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE CORPORATE MEMBER OF ARIA HEALTH SYSTEM ("AHS"). AHS AND TJU ENTERED INTO A LETTER OF INTENT TO JOIN TOGETHER IN OCTOBER 2015 AND A DEFINITIVE AGREEMENT WAS SIGNED IN JANUARY 2016. TJU IS A NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AND RECOGNIZED AS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TJU AND ITS AFFILIATES INCLUDE A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. BOTH ORGANIZATIONS PREPARED AMENDED AND RESTATED ARTICLES OF INCORPORATION WHERE TJU BECAME THE SOLE MEMBER OF AHS. THESE DOCUMENTS WERE FILED AND EXECUTED EFFECTIVE JULY 1, 2016 AT 12:01 AM.
CORE FORM, PART VI, SECTION B, QUESTION 11BTHE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FEDERAL FORM 990 WAS PROVIDED TO EACH VOTING MEMBER OF THE ORGANIZATION'S GOVERNING BODY, ITS BOARD OF TRUSTEES, PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION'S GOVERNING BODY HAS ASSUMED THE RESPONSIBILITY TO OVERSEE AND COORDINATE THE FEDERAL FORM 990 PREPARATION, REVIEW AND FILING PROCESS. AS PART OF THE SYSTEM'S FEDERAL FORM 990 TAX RETURN PREPARATION PROCESS THE SYSTEM HIRED A PROFESSIONAL CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM WITH EXPERIENCE AND EXPERTISE IN BOTH HEALTHCARE AND NOT-FOR-PROFIT TAX RETURN PREPARATION TO PREPARE THE FEDERAL FORM 990. THE CPA FIRM'S TAX PROFESSIONALS WORKED CLOSELY WITH THE SYSTEM'S FINANCE PERSONNEL AND VARIOUS OTHER INDIVIDUALS INCLUDING, BUT NOT LIMITED TO, THE EXECUTIVE VICE PRESIDENT/CHIEF FINANCIAL AND ADMINISTRATIVE OFFICER, SENIOR VICE PRESIDENT OF CORPORATION FINANCE AND CHIEF INVESTMENT OFFICER, VICE PRESIDENT OF CORPORATE FINANCE AND ASSOCIATE VICE PRESIDENT AND ENTERPRISE CONTROLLER ("INTERNAL WORKING GROUP") TO OBTAIN THE INFORMATION NEEDED IN ORDER TO PREPARE A COMPLETE AND ACCURATE TAX RETURN. THE CPA FIRM PREPARED A DRAFT FEDERAL FORM 990 AND FURNISHED IT TO THE SYSTEM'S INTERNAL WORKING GROUP FOR THEIR REVIEW. THE INTERNAL WORKING GROUP REVIEWED THE DRAFT FEDERAL FORM 990 AND DISCUSSED QUESTIONS AND COMMENTS WITH THE CPA FIRM. REVISIONS WERE MADE TO THE DRAFT FEDERAL FORM 990 WHERE NECESSARY AND A FINAL DRAFT WAS FURNISHED BY THE CPA FIRM TO THE INTERNAL WORKING GROUP FOR FINAL REVIEW AND APPROVAL. FOLLOWING THIS REVIEW, THE FORM 990 WAS THEN PRESENTED TO THE ORGANIZATION'S AUDIT, RISK AND COMPLIANCE COMMITTEE AND PROVIDED TO THE ORGANIZATION'S GOVERNING BODY PRIOR TO FILING WITH THE IRS.
CORE FORM, PART VI, SECTION B; QUESTION 12THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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 CONFLICTS OF INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE AUDIT, RISK AND COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARDS EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THE ORGANIZATION'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IS FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/ CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEES PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW, AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEES DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTIONS OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19THE ORGANIZATION HAS ISSUED TAX-EXEMPT BONDS TO FINANCE VARIOUS CAPITAL IMPROVEMENT PROJECTS AND RENOVATIONS. IN CONJUNCTION WITH THE ISSUANCE OF THESE TAX-EXEMPT BONDS, THE ORGANIZATION'S FINANCIAL STATEMENTS WERE INCLUDED WITH THE TAX-EXEMPT BOND PROSPECTUS WHICH WAS MADE AVAILABLE TO THE GENERAL PUBLIC FOR REVIEW. IN ADDITION, 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 JCORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES.
CORE FORM, PART VII AND SCHEDULE JKATHLEEN KINSLOW, CRNA, MBA, PRESIDENT/CHIEF EXECUTIVE OFFICER OF ARIA HEALTH; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT HOSPITAL ORGANIZATION, ASSUMED THE ROLE AS THE EXECUTIVE VICE PRESIDENT, CHIEF INTEGRATION OFFICER OF JEFFERSON HEALTH EFFECTIVE FEBRUARY 1, 2017. IN ACCORDANCE WITH INTERNAL REVENUE SERVICE FORM 990 RULES, REGULATIONS AND INSTRUCTIONS, MS. KINSLOW IS INCLUDED ON CORE FORM, PART VII AND SCHEDULE J AS AN OFFICER OF THE ORGANIZATION. HOWEVER, THE COMPENSATION REPORTED IN CORE FORM, PART VII AND SCHEDULE J, PART II OF THIS FORM 990 IS DERIVED FROM 2016 FORMS W-2 AND THEREFORE REFLECTS COMPENSATION EARNED FOR HER ROLE AS THE PRESIDENT/CHIEF EXECUTIVE OFFICER OF ARIA HEALTH PRIOR TO BECOMING AN OFFICER OF THE ORGANIZATION. KATHLEEN E. SQUIRES, M.D., FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THE THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH SYSTEM AS A PROFESSOR OF THOMAS JEFFERSON UNIVERSITY AND A PHYSICIAN OF JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. STEVEN E. MCKENZIE, M.D., PH.D., FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THE THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH SYSTEM AS A PROFESSOR OF THOMAS JEFFERSON UNIVERSITY AND A PHYSICIAN OF JEFFERSON UNIVERSITY PHYSICIANS; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. THEODORE TARASCHI, FORMER OFFICER OF THE ORGANIZATION, IS STILL EMPLOYED WITHIN THE THOMAS JEFFERSON UNIVERSITY AND JEFFERSON HEALTH SYSTEM AS THE ASSOCIATE PROVOST FOR RESEARCH CONDUCT AND COMPLIANCE AT THOMAS JEFFERSON UNIVERSITY.
CORE FORM, PART VII, SECTION A, COLUMN BTHE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART X; BALANCE SHEET RESTATEMENTCERTAIN RECLASSIFICATIONS HAVE BEEN MADE TO THE PRIOR YEAR BALANCES PREVIOUSLY REPORTED TO CONFORM TO THE CURRENT YEAR PRESENTATION IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE RESTATEMENT HAD NO EFFECT ON THE ORGANIZATION'S NET ASSETS.
CORE FORM, PART X; LINE 25HE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2006B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2009A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2012B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; AND - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES REFLECTS A TJU OBLIGATED GROUP LIABILITY. ACCORDINGLY, THIS TJU OBLIGATED GROUP LIABILITY IS REFLECTED ON THE BALANCE SHEET OF THE FOLLOWING SUBSIDIARY ORGANIZATIONS: - THOMAS JEFFERSON UNIVERSITY HOSPITALS, EIN: 23-2829095 - TJUH SYSTEM, INC., EIN: 26-3026795 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH, EIN: 27-1243803 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL CORPORATION, EIN: 26-3359979 - ARIA HEALTH, EIN: 23-0596940 - ARIA HEALTH SYSTEM, EIN: 23-2239131 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED ON THIS ORGANIZATION'S FEDERAL FORM 990, SCHEDULE K.
CORE FORM, PART XI; QUESTION 9OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - INCREASE IN PENSION LIABILITY - $14,236,633; AND - OTHER CHANGES IN TEMPORARILY RESTRICTED NET ASSETS - $2,586,520.
CORE FORM, PART XII; QUESTION 2THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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. THE ORGANIZATION'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 3THE ORGANIZATION IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED AUDIT UNDER THE SINGLE AUDIT ACT AND OMB CIRCULAR A-133.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
925 WALNUT HOLDING LLC
1020 WALNUT STREETPHILADELPHIAPA19107813840390REAL ESTATEPA$408,169$11,006,527TJU
TJU FAIRWATER LLC
1020 WALNUT STREETPHILADELPHIAPA19107473445382INVESTMENTSNY$0$0TJU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
TJUH SYSTEM INC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106263026795HEALTH SVCS.PA501(c)(3)509(A)(3)TJUYes (true)
THOMAS JEFFERSON UNIVERSITY HOSPITALS
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232829095HEALTH SVCS.PA501(C)(3)HOSPITALTJUH SYSTEMfalse
JEFFERSON UNIVERSITY PHYSICIANS
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232809585HEALTH SVCS.PA501(C)(3)509(A)(3)TJUH SYSTEMfalse
JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106464855345HEALTH SVCS.NJ501(C)(3)509(A)(3)JUPfalse
JEFFERSON PHYSICIAN SERVICES
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106233026939HEALTH SVCS.PA501(c)(3)509(A)(3)TJUH SYSTEMfalse
JEFFERSON MEDICAL CARE
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232858320HEALTH SVCS.PA501(c)(3)509(A)(3)JPSfalse
METHODIST ASSOCIATES IN HEALTHCARE INC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232678055HEALTH SVCS.PA501(c)(3)509(A)(3)TJUH SYSTEMfalse
METHODIST ASSOC IN HEALTHCARE OF NJ PC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106233537847HEALTH SVCS.NJ501(c)(3)509(A)(3)MAHCfalse
JEFFEX INC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232622009HEALTH SVCS.PA501(c)(3)509(A)(3)TJUH SYSTEMfalse
EMERGENCY TRANSPORT ASSOCIATES INC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232622004HEALTH SVCS.PA501(c)(3)509(A)(2)JEFFEX INCfalse
WALNUT HOME THERAPEUTICS INC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232622006HEALTH SVCS.PA501(c)(3)509(A)(2)JEFFEX INCfalse
SUTHBREIT PROPERTIES LTD
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232214351REAL ESTATEPA501(c)(2)JEFFEX INCfalse
ABINGTON HEALTH
1200 OLD YORK ROADABINGTONPA19001271243803HEALTH SVCS.PA501(c)(3)509(A)(3)TJUYes (true)
ABINGTON MEMORIAL HOSPITAL
1200 OLD YORK ROADABINGTONPA19001231352152HEALTH SVCS.PA501(c)(3)HOSPITALAHfalse
LANSDALE HOSPITAL CORPORATION
100 MEDICAL CAMPUS DRIVELANSDALEPA19446263359979HEALTH SVCS.PA501(c)(3)HOSPITALAHfalse
ABINGTON HEALTH FOUNDATION
1200 OLD YORK ROADABINGTONPA19001232188052FUNDRAISINGPA501(C)(3)509(A)(1)AHfalse
ARIA HEALTH SYSTEM
10800 KNIGHTS ROADPHILADELPHIAPA19114232239131HEALTH SVCS.PA501(C)(3)509(A)(3)TJUYes (true)
ARIA HEALTH
10800 KNIGHTS ROADPHILADELPHIAPA19114230596940HEALTH SVCS.PA501(C)(3)HOSPITALAHSfalse
ARIA HEALTH PHYSICIAN SERVICES
10800 KNIGHTS ROADPHILADELPHIAPA19114232691968HEALTH SVCS.PA501(C)(3)170B1AIIIAHSfalse
ARIA HEALTH ORTHOPAEDICS
380 NORTH OXFORD VALLEY ROADLANGHORNEPA19047460779942HEALTH SVCS.PA501(C)(3)509(A)(2)AHSfalse
HOSPITAL MEDICAL IMAGING INC
2451 GRANT AVENUEPHILADELPHIAPA19114232472600HEALTH SVCS.PA501(C)(3)509(A)(3)AHSfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtDisproportionate AllocationsDisproportionateAllocationsIndUBI Code VUBICodeVAmtGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPct
1100 WALNUT ASSOC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232332396MEDICAL OFFICEPANA
JEFF UNIV RAD ASSOC
840 CRESCENT CTR DRFRANKLINTN37067412043518HEALTH SVCS.PANA
JEFF COMP CONC CTR
4050 S 26TH STPHILADELPHIAPA19145464254983HEALTH SVCS.PANA
RIVERVIEW SURG CTR LP
3 CRESCENT DRPHILADELPHIAPA19112263910345HEALTH SVCS.PANA
RIVERVIEW SURG CTR LLC
3 CRESCENT DRPHILADELPHIAPA19112263911509HEALTH SVCS.PANA
ROTHMAN ORTHO SPEC HOSP
11221 ROE AVELEAWOODKS66211270260289HEALTH SVCS.PANA
MLJH LLC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106821445171HEALTH SVCS.PANA
JUNIATA MED BLD
3 VILLAGE RDHORSHAMPA19044232450132MEDICAL OFFICEPANA
TMB ENTERPRISE
3 VILLAGE RDHORSHAMPA19044232400586MEDICAL OFFICEPANA
MED IMAGING ASSOC
2451 GRANT AVEPHILADELPHIAPA19114232491498HEALTH SVCS.PANA
JEFFHEDGE LLC
1301 2ND AVESEATTLEWA98101453214379INVESTMENTSDETJURELATED$3,656,949$66,418,907false$0Yes (true)0.75192

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
TJU INC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232146678REAL ESTATEPATJUC CORP.$965,600$95,8861.00000Yes (true)
WALNUT REALTY CO
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232332416REAL ESTATEPATJUC CORP.$9,754$01.00000Yes (true)
ATRIUM CORPORATION
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232075587HEALTH SVCS.PANAC CORP.false
HEALTHMARK INC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232259593HEALTH SVCS.PANAC CORP.false
JEFFERSON ACUTE CARE PHYSICIANS PC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106472639286HEALTH SVCS.PANAC CORP.false
JEFFCARE INC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232830152HEALTH SVCS.PANAC CORP.false
MID-ATLANTIC MATERNAL FETAL INSTITUTE
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106232922471HEALTH SVCS.PANAC CORP.false
MID-ATLANTIC MATERNAL FETAL INSTITUTE PC
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106223536371HEALTH SVCS.NJNAC CORP.false
JEFFERSON PHYSICIAN SVCS OF CALIFORNIA
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106371856786HEALTH SVCS.CAC CORP.falseN/A
925 WALNUT STREET CORP
C/O TJU601 WALNUT STSTE 925EPHILADELPHIAPA19106841657497REAL ESTATEPAS CORP.falseN/A
SYSTEM SERVICE CORPORATION
1105 N MARKET STREETWILMINGTONDE19801232218944HOLDING CO.DENAC CORP.false
HEALTH CARE INC
10800 KNIGHTS ROADPHILADELPHIAPA19114200214524HEALTH SVCS.PANAC CORP.false
TF DEVELOPMENT LTD
3 VILLAGE ROADHORSHAMPA19044232197865REAL ESTATEPANAC CORP.false
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (true)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART VFormAndLineReferenceDesc
ExplanationTHOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THIS ORGANIZATION ROUTINELY PAY EXPENSES FOR VARIOUS RELATED AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.ExplanationTxt