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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-14T12:26:13-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WITHUMSMITHBROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | TWO LOGAN SQUARE SUITE 2001 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191032726 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JEFFERSON UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % PETER L DEANGELIS JR | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2155038344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WALNUT STREET SUITE 925E | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191063333 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER L DEANGELIS JR | PersonNm |
| Person Title | VP FINANCE | PersonTitleTxt |
| Phone | 2159554773 | PhoneNum |
| Signature | 2018-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Mariani | PreparerPersonNm |
| PTIN | P00642486 | PTIN |
| Phone | 2155462140 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 148.77.36.74 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 22006220181345000148 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2018-05-14 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 7C276736B1F8534619D83B6F2AADECD8007A5E58 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B4F49B62ABB70139397F9A781BA9C9E9BE652F2C | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEPHEN K KLASKO MD MBA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 CHESTNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $605,282,824 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.JEFFERSON.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1824 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | IMPROVE LIVES AND PROVIDE STUDENTS WITH EXCEPTIONAL VALUE IN 21ST CENTURY PROFESSIONAL EDUCATION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 33 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 32 | VotingMembersIndependentCnt |
| Total Employee | 5352 | TotalEmployeeCnt |
| Total Volunteers | 2013 | TotalVolunteersCnt |
| Total Gross UBI | $3,018,117 | TotalGrossUBIAmt |
| PY Contributions Grants | $56,883,580 | PYContributionsGrantsAmt |
| CY Contributions Grants | $40,274,409 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $471,455,848 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $542,313,254 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,770,898 | PYInvestmentIncomeAmt |
| CY Investment Income | $13,618,761 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,381,896 | PYOtherRevenueAmt |
| CY Other Revenue | $3,905,168 | CYOtherRevenueAmt |
| PY Total Revenue | $540,492,222 | PYTotalRevenueAmt |
| CY Total Revenue | $600,111,592 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $19,717,663 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $20,586,943 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $310,926,835 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $339,907,569 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $7,224,568 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $170,173,997 | PYOtherExpensesAmt |
| CY Other Expenses | $226,585,148 | CYOtherExpensesAmt |
| PY Total Expenses | $500,818,495 | PYTotalExpensesAmt |
| CY Total Expenses | $587,079,660 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $39,673,727 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $13,031,932 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,685,906,748 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,183,647,224 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,118,792,360 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,537,884,197 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $567,114,388 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $645,763,027 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THOMAS 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 Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $214,928,662 | ExpenseAmt |
| Grant | $14,123,623 | GrantAmt |
| Revenue | $236,043,572 | RevenueAmt |
| Desc | EXPENSES 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $98,956,583 | ExpenseAmt |
| Grant | $6,463,320 | GrantAmt |
| Revenue | $96,830,181 | RevenueAmt |
| Desc | EXPENSES 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $194,836,878 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $213,977,941 | RevenueAmt |
| Desc | EXPENSES 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $508,722,123 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1095 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5352 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 33 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 32 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (true) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER L DEANGELIS JR | PersonNm |
| Phone | 2159554773 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 CHESTNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (61 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD W HEVNER | ||||||||||
| CHAIRMAN - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| STEPHEN CRANE | ||||||||||
| VICE CHAIRMAN - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| PATRICIA WELLENBACH | ||||||||||
| SECRETARY - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| H RICHARD HAVERSTICK JR | ||||||||||
| TREASURER - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT S ADELSON ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ARCHIBALD EDD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID R BINSWANGER | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JAY W BLUMENTHAL | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| IRA BRIND ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRUCE K ENTWISLE | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN K KLASKO MD MBA | ||||||||||
| TRUSTEE-PRES/CEO TJU&JEFF HLTH | 60.0 | 0.0 | Yes (X) | Yes (X) | $2,332,387 | $0 | $1,156,115 | |||
| WILLIAM A LANDMAN | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARVIN MASHNER | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD F MCKENNA III | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| LESLIE MCNAMARA | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| AUSTIN A MEEHAN III PE | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RONALD J NAPLES | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN S OYLER ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VIVIAN PINN MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DUNCAN B PITCAIRN | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD T RILEY | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CARO U ROCK | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| RICHARD ROTHMAN MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BENJAMIN V SANCHEZ ESQ CPA | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP J SASSO MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOSEPH A SMITH | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SNEED | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT J TRUITT LHD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| EDWARD A TURZANSKI | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MERYLE TWERSKY ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| TRISTA WALKER | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN WALP | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CRAIG WHITE | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| BRIAN M PETERS JD LLM | ||||||||||
| TRUSTEE (TERMED 9/30/16) | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| CRISTINA G CAVALIERI ESQ | ||||||||||
| ASST SEC-EVP CHIEF LEG COUNSEL | 60.0 | 0.0 | Yes (X) | $942,437 | $0 | $309,377 | ||||
| PETER L DEANGELIS JR | ||||||||||
| ASST TREAS - EVP, CFO & CAO | 60.0 | 0.0 | Yes (X) | $906,837 | $0 | $115,792 | ||||
| MARK L TYKOCINSKI MD | ||||||||||
| EVP, ACAD AFF & PROVOST TJU | 60.0 | 0.0 | Yes (X) | $1,223,187 | $0 | $250,823 | ||||
| LAURENCE M MERLIS | ||||||||||
| EVP, COO - JEFFERSON HEALTH | 60.0 | 0.0 | Yes (X) | $0 | $1,665,754 | $712,579 | ||||
| KATHLEEN GALLAGHER | ||||||||||
| EVP, COO - THOMAS JEFF. UNIV. | 60.0 | 0.0 | Yes (X) | $899,014 | $0 | $312,716 | ||||
| JOHN J KELLY MD | ||||||||||
| EVP & CHIEF CLINICAL OFFICER | 55.0 | 0.0 | Yes (X) | $0 | $1,217,720 | $54,974 | ||||
| ANNE BOLAND DOCIMO MD MBA | ||||||||||
| EVP, POPULATION HEALTH & CCTO | 55.0 | 0.0 | Yes (X) | $1,208,237 | $0 | $383,284 | ||||
| KATHLEEN KINSLOW CRNA MBA | ||||||||||
| EVP, CHIEF INT OFF(EFF 2/1/17) | 55.0 | 0.0 | Yes (X) | $0 | $1,196,982 | $142,969 | ||||
| JOHN EKARIUS | ||||||||||
| EVP, CHIEF OF STAFF | 55.0 | 0.0 | Yes (X) | $884,483 | $0 | $304,406 | ||||
| ELIZABETH DALE EDD | ||||||||||
| EVP, CHIEF ADVANCEMENT OFFICER | 55.0 | 0.0 | Yes (X) | $767,932 | $0 | $293,842 | ||||
| PRAVEEN CHOPRA | ||||||||||
| EVP, CIO & TIEO (TERM 6/30/17) | 55.0 | 0.0 | Yes (X) | $737,313 | $0 | $84,052 | ||||
| JEFFREY STEVENS | ||||||||||
| EVP, CHIEF HUMAN RES. OFFICER | 55.0 | 0.0 | Yes (X) | $695,156 | $0 | $146,790 | ||||
| ROSALYN RITTS PHD | ||||||||||
| EVP, CHIEF INNOVATION OFFICER | 55.0 | 0.0 | Yes (X) | $619,098 | $0 | $30,924 | ||||
| CHARLES G LEWIS | ||||||||||
| EVP,CHIEF MRKT OFF(EFF 9/1/16) | 55.0 | 0.0 | Yes (X) | $266,389 | $0 | $129,189 | ||||
| JOSEPH HILL | ||||||||||
| SVP, CHIEF DIVERSITY OFFICER | 55.0 | 0.0 | Yes (X) | $416,283 | $0 | $49,502 | ||||
| MICHAEL J VERGARE MD | ||||||||||
| EVP, PARTNERSHIPS&AFFILIATIONS | 55.0 | 0.0 | $767,290 | $4,636 | $85,092 | Yes (X) | ||||
| ALFRED C SALVATO | ||||||||||
| SVP, CORP FINANCE & CIO | 55.0 | 0.0 | $702,580 | $0 | $81,456 | Yes (X) | ||||
| RONALD BOWLAN | ||||||||||
| SVP, FACILITIES & CAMPUS PLAN. | 55.0 | 0.0 | $381,239 | $0 | $52,557 | Yes (X) | ||||
| ROBERT H ROSENWASSER MD | ||||||||||
| PROFESSOR & JUP PHYSICIAN | 50.0 | 0.0 | $1,650,460 | $227,272 | $219,833 | Yes (X) | ||||
| WILLIAM M KEANE MD | ||||||||||
| PROFESSOR & JUP PHYSICIAN | 50.0 | 0.0 | $924,879 | $812,750 | $138,966 | Yes (X) | ||||
| JAMES S HARROP MD | ||||||||||
| PROFESSOR & JUP PHYSICIAN | 50.0 | 0.0 | $227,637 | $1,221,492 | $75,170 | Yes (X) | ||||
| MARC R ROSEN MD | ||||||||||
| PROFESSOR & JUP PHYSICIAN | 50.0 | 0.0 | $99,414 | $1,320,079 | $65,643 | Yes (X) | ||||
| SRINIVAS PRASAD MD MS | ||||||||||
| PROFESSOR & JUP PHYSICIAN | 50.0 | 0.0 | $60,941 | $1,225,707 | $42,629 | Yes (X) | ||||
| KATHLEEN E SQUIRES MD | ||||||||||
| FORMER OFFICER | 50.0 | 0.0 | $208,859 | $189,400 | $71,617 | Yes (X) | ||||
| STEVEN E MCKENSIZE MDPHD | ||||||||||
| FORMER OFFICER | 50.0 | 0.0 | $311,270 | $18,636 | $51,904 | Yes (X) | ||||
| THEODORE F TARASCHI PHD | ||||||||||
| FORMER OFFICER | 50.0 | 0.0 | $267,859 | $0 | $49,991 | Yes (X) | ||||
| KIRK GORMAN | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $185,856 | $0 | $27,530 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $17,687,037 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $9,100,428 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,439,722 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 704 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HARMELIN ASSOCIATES INC | |||||
| 525 RIGHTERS FERRY ROAD | BALA CYNWYD | PA | 19004 | ADVERTISING | $4,772,503 |
| GE HEALTHCARE IITS USA CORP | |||||
| 15724 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | IT | $3,491,260 |
| PRICEWATERHOUSECOOPERS LLP | |||||
| 2001 MARKET STREET TWO COMMERCE SQ | PHILADELPHIA | PA | 19103 | AUDITING/ACCOUNTING | $2,011,494 |
| DRINKER BIDDLE REATH LLP | |||||
| ONE LOGAN SQUARE SUITE 2000 | PHILADELPHIA | PA | 19103 | LEGAL | $2,005,415 |
| WORKFORCE SOFTWARE LLC | |||||
| 38705 SEVEN MILE ROAD | LIVONIA | MI | 48152 | IT MANAGEMENT | $1,958,024 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 76 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $814,632 | FundraisingAmt |
| Government Grants | $1,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $38,459,777 | AllOtherContributionsAmt |
| Noncash Contributions | $1,040,746 | NoncashContributionsAmt |
| Total Contributions | $40,274,409 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATION | 611300 | $236,043,572 | $236,043,572 |
| ACADEMIC RESEARCH | 547712 | $96,830,181 | $96,830,181 |
| RENTAL INCOME FROM AFFILIATES | 351190 | $4,277,861 | $4,277,861 |
| PROGRAM SERVICE RELATED REVENUE | 611300 | $205,161,640 | $205,161,640 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $542,313,254 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,844,544 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $2,234,092 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,610,452 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $6,354,136 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,753,316 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,600,820 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,600,820 | TotalRevenueColumnAmt |
| Exclusion | $1,600,820 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,774,217 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,774,217 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,774,217 | TotalRevenueColumnAmt |
| Exclusion | $9,774,217 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $417,916 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $814,632 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $417,916 | FundraisingDirectExpensesAmt |
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| PARKING | 541800 | $2,295,067 | $1,520,323 | $774,744 |
| BOOKSTORE | 541800 | $9,281 | $0 | $9,281 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,304,348 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $600,111,592 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $543,833,577 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,018,117 | UnrelatedBusinessRevenueAmt |
| Exclusion | $12,985,489 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,445,019 | TotalAmt |
| Program Services | $5,445,019 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,123,623 | TotalAmt |
| Program Services | $14,123,623 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,018,301 | TotalAmt |
| Program Services | $1,018,301 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,935,315 | TotalAmt |
| Program Services | $15,534,763 | ProgramServicesAmt |
| Management And General | $2,085,034 | ManagementAndGeneralAmt |
| Fundraising | $315,518 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,615,033 | TotalAmt |
| Program Services | $224,000,702 | ProgramServicesAmt |
| Management And General | $30,064,779 | ManagementAndGeneralAmt |
| Fundraising | $4,549,552 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,220,903 | TotalAmt |
| Program Services | $20,112,901 | ProgramServicesAmt |
| Management And General | $2,699,500 | ManagementAndGeneralAmt |
| Fundraising | $408,502 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,882,758 | TotalAmt |
| Program Services | $19,820,015 | ProgramServicesAmt |
| Management And General | $2,660,190 | ManagementAndGeneralAmt |
| Fundraising | $402,553 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,253,560 | TotalAmt |
| Program Services | $15,537,695 | ProgramServicesAmt |
| Management And General | $1,544,799 | ManagementAndGeneralAmt |
| Fundraising | $171,066 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $158,010 | TotalAmt |
| Program Services | $158,010 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,465,126 | TotalAmt |
| Program Services | $3,840,637 | ProgramServicesAmt |
| Management And General | $624,489 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,952,820 | TotalAmt |
| Program Services | $1,404,147 | ProgramServicesAmt |
| Management And General | $548,673 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,396 | TotalAmt |
| Program Services | $241,324 | ProgramServicesAmt |
| Management And General | $125,072 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,100,169 | TotalAmt |
| Program Services | $3,049,326 | ProgramServicesAmt |
| Management And General | $1,050,843 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,826,209 | TotalAmt |
| Program Services | $38,034,232 | ProgramServicesAmt |
| Management And General | $9,629,167 | ManagementAndGeneralAmt |
| Fundraising | $162,810 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,806,348 | TotalAmt |
| Program Services | $5,686,556 | ProgramServicesAmt |
| Management And General | $2,119,792 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,500,935 | TotalAmt |
| Program Services | $10,990,670 | ProgramServicesAmt |
| Management And General | $2,123,126 | ManagementAndGeneralAmt |
| Fundraising | $387,139 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,397,290 | TotalAmt |
| Program Services | $17,123,207 | ProgramServicesAmt |
| Management And General | $6,143,249 | ManagementAndGeneralAmt |
| Fundraising | $130,834 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,693,518 | TotalAmt |
| Program Services | $19,449,738 | ProgramServicesAmt |
| Management And General | $7,930,278 | ManagementAndGeneralAmt |
| Fundraising | $313,502 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,478,571 | TotalAmt |
| Program Services | $16,140,619 | ProgramServicesAmt |
| Management And General | $236,057 | ManagementAndGeneralAmt |
| Fundraising | $101,895 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,388,528 | TotalAmt |
| Program Services | $1,268,626 | ProgramServicesAmt |
| Management And General | $115,394 | ManagementAndGeneralAmt |
| Fundraising | $4,508 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,517,052 | TotalAmt |
| Program Services | $8,517,052 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,398,144 | TotalAmt |
| Program Services | $26,350,144 | ProgramServicesAmt |
| Management And General | $48,000 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,889,211 | TotalAmt |
| Program Services | $1,438,580 | ProgramServicesAmt |
| Management And General | $450,631 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,170,393 | TotalAmt |
| Program Services | $12,320,933 | ProgramServicesAmt |
| Management And General | $591,170 | ManagementAndGeneralAmt |
| Fundraising | $258,290 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $587,079,660 | TotalAmt |
| Program Services | $508,722,123 | ProgramServicesAmt |
| Management And General | $71,132,969 | ManagementAndGeneralAmt |
| Fundraising | $7,224,568 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part X | Yes (X) | InfoInScheduleOPartXInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,616,459 | BOYAmt |
| EOY | $25,183,523 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $108,466,976 | BOYAmt |
| EOY | $111,359,436 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,986,870 | BOYAmt |
| EOY | $14,649,777 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,510,361 | BOYAmt |
| EOY | $26,280,896 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $310,224 | BOYAmt |
| EOY | $1,271,869 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,656,305 | BOYAmt |
| EOY | $19,613,672 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $818,945,112 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $454,777,794 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $360,358,522 | BOYAmt |
| EOY | $364,167,318 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,399,764 | BOYAmt |
| EOY | $725,650,965 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $492,301,267 | BOYAmt |
| EOY | $895,169,768 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,685,906,748 | BOYAmt |
| EOY | $2,183,647,224 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,106,595 | BOYAmt |
| EOY | $108,265,490 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,790,513 | BOYAmt |
| EOY | $20,190,624 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $731,527,510 | BOYAmt |
| EOY | $1,173,738,791 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $102,558 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $272,367,742 | BOYAmt |
| EOY | $235,586,734 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,118,792,360 | BOYAmt |
| EOY | $1,537,884,197 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,326,782 | BOYAmt |
| EOY | $213,274,712 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,257,797 | BOYAmt |
| EOY | $217,076,911 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $202,529,809 | BOYAmt |
| EOY | $215,411,404 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $567,114,388 | BOYAmt |
| EOY | $645,763,027 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,685,906,748 | BOYAmt |
| EOY | $2,183,647,224 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $13,031,932 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $48,793,554 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $16,823,153 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,434,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,330,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,423,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,883,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,274,409 | CurrentTaxYearAmt |
| Total | $236,347,265 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $22,434,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $98,330,919 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $18,423,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $56,883,580 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $40,274,409 | CurrentTaxYearAmt |
| Total | $236,347,265 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $19,996,099 | SubstantialContributorsTotAmt |
| Public Support Total170 | $216,351,166 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,701,085 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,043,995 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,962,114 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,469,379 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,198,680 | CurrentTaxYearAmt |
| Total | $59,375,253 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $295,722,518 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,173,337,955 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.73160 | PublicSupportCY170Pct |
| Public Support PY170 | 0.45753 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $325,071 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $41,325 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $366,396 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE C, PART II-B, LINES 1G & 1I | FormAndLineReferenceDesc |
| Explanation | DURING THE YEAR ENDED JUNE 30, 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $5,603,766 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $500,942,000 | BeginningYearBalanceAmt |
| Contributions | $13,919,000 | ContributionsAmt |
| Investment Earnings Or Losses | $54,168,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,606,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $21,368,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,967,000 | AdministrativeExpensesAmt |
| End Year Balance | $539,088,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $437,750,000 | BeginningYearBalanceAmt |
| Contributions | $81,445,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,704,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,433,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,419,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,105,000 | AdministrativeExpensesAmt |
| End Year Balance | $500,942,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,697,000 | BeginningYearBalanceAmt |
| Contributions | $63,928,000 | ContributionsAmt |
| Investment Earnings Or Losses | $19,241,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,636,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,511,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,969,000 | AdministrativeExpensesAmt |
| End Year Balance | $437,750,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $336,657,000 | BeginningYearBalanceAmt |
| Contributions | $15,559,000 | ContributionsAmt |
| Investment Earnings Or Losses | $44,062,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,337,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,340,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,904,000 | AdministrativeExpensesAmt |
| End Year Balance | $375,697,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $314,152,000 | BeginningYearBalanceAmt |
| Contributions | $7,498,000 | ContributionsAmt |
| Investment Earnings Or Losses | $33,994,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,916,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,109,000 | OtherExpendituresAmt |
| Administrative Expenses | $1,962,000 | AdministrativeExpensesAmt |
| End Year Balance | $336,657,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,576,178 | OtherCostOrOtherBasisAmt |
| Book Value | $47,576,178 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $552,980,937 | OtherCostOrOtherBasisAmt |
| Depreciation | $316,097,216 | DepreciationAmt |
| Book Value | $236,883,721 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $202,164,414 | OtherCostOrOtherBasisAmt |
| Depreciation | $138,680,578 | DepreciationAmt |
| Book Value | $63,483,836 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,223,583 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $16,223,583 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $364,167,318 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| ASSETS WHOSE USE IS LIMITED | $24,636,472 | F |
| SHORT-TERM INVESTMENTS | $132,586,377 | F |
| LONG-TERM INVESTMENTS | $568,428,116 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $725,650,965 | TotalBookValueProgramRltdAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM AFFILIATES | $878,020,264 |
| OTHER RECEIVABLES | $5,248,519 |
| OTHER ASSETS | $11,900,985 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $895,169,768 | TotalBookValueOtherAssetsAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $235,586,734 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PART III; QUESTION 4 | THE 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 4 | ENDOWMENT 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I; QUESTION 3 | THE 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 6 | DURING 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | 0 | 0 | Grantmaking | $290,431 |
| South Asia | 0 | 0 | Grantmaking | $727,870 |
| Europe (Including Iceland and Greenland) | 0 | 0 | Investments | $17,862,143 |
| East Asia and the Pacific | 0 | 0 | Investments | $8,254,016 |
| South America | 0 | 0 | Investments | $393,567 |
| North America | 0 | 0 | Investments | $1,409,808 |
| Central America and the Caribbean | 0 | 0 | Investments | $787,404 |
| Middle East and North Africa | 0 | 0 | Investments | $144,710 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $29,869,949 | SubtotalSpentAmt |
| Total Spent | $29,869,949 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (7 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $191,114 | ACH |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $16,509 | CHECK |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $14,036 | ACH |
| South Asia | SPONSORED RESEARCH | $727,870 | ACH |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $18,360 | ACH |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $13,124 | ACH |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $37,288 | ACH |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 5 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE F, PART I; LINE 2 | THE 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 5 | THROUGH 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | GALA | Event1Nm |
| Gross Receipts Event1 | $1,232,548 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $814,632 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $417,916 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $208,139 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $209,777 | OtherDirectExpensesEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $1,232,548 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $814,632 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $417,916 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $208,139 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $209,777 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $417,916 | DirectExpenseSummaryEventsAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABINGTON MEMORIAL HOSPITAL | |||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 231352152 | 501(C)(3) | $78,504 | PROGRAM SUPPORT |
| ARCADIA UNIVERSITY | |||||||
| 450 SOUTH EASTON ROAD | GLENSIDE | PA | 19038 | 231352620 | 501(C)(3) | $16,358 | PROGRAM SUPPORT |
| BAYLOR COLLEGE OF MEDICINE | |||||||
| 1 BAYLOR PLAZA | HOUSTON | TX | 77030 | 741613878 | 501(C)(3) | $321,511 | PROGRAM SUPPORT |
| BETHANY CHRISTIAN SERVICES INC | |||||||
| 901 EASTERN AVE | GRAND RAPIDS | MI | 49503 | 381405282 | 501(C)(3) | $8,800 | PROGRAM SUPPORT |
| BRIGHAM AND WOMEN'S HOSPITAL | |||||||
| 75 FRANCIS STREET | BOSTON | MA | 02115 | 042312909 | 501(C)(3) | $149,007 | PROGRAM SUPPORT |
| CEDARS SINAI MEDICAL CENTER | |||||||
| 8700 BEVERLY BLVD | LOS ANGELES | CA | 90048 | 951644600 | 501(C)(3) | $17,211 | PROGRAM SUPPORT |
| CHOP-ABRAMSON PED CANCER RESEARCH | |||||||
| 3401 CIVIC CTR BLVD | PHILADELPHIA | PA | 19104 | 231352166 | 501(C)(3) | $211,578 | PROGRAM SUPPORT |
| CHRISTIANA CARE HEALTH SERVICES INC | |||||||
| PO BOX 2653 | WILMINGTON | DE | 19805 | 510103684 | 501(C)(3) | $18,067 | PROGRAM SUPPORT |
| THE CLEVELAND CLINIC FOUNDATION | |||||||
| 6801 BRECKSVILLE RD | INDEPENDENCE | OH | 44131 | 340714585 | 501(C)(3) | $98,509 | PROGRAM SUPPORT |
| DREXEL UNIVERSITY COLLEGE OF MEDICINE | |||||||
| 3201 ARCH STREET | PHILADELPHIA | PA | 19104 | 231352630 | 501(C)(3) | $201,423 | PROGRAM SUPPORT |
| DUKE UNIVERSITY | |||||||
| 324 BLACKWELL STREET | DURHAM | NC | 27701 | 560532129 | 501(C)(3) | $57,214 | PROGRAM SUPPORT |
| FLORIDA ATLANTIC UNIVERSITY | |||||||
| 777 GLADES ROAD | BOCA RATON | FL | 33431 | 650267991 | 501(C)(3) | $304,451 | PROGRAM SUPPORT |
| FLORIDA STATE UNIVERSITY | |||||||
| 282 CHAMPIONS WAY | TALLAHASSEE | FL | 32306 | 591961248 | 501(C)(3) | $32,506 | PROGRAM SUPPORT |
| FOX CHASE CANCER CENTER FOUNDATION | |||||||
| 333 COTTMAN AVENUE | PHILADELPHIA | PA | 19111 | 232003072 | 501(C)(3) | $51,136 | PROGRAM SUPPORT |
| GENERAL ELECTRIC COMPANY | |||||||
| 1 RESEARCH CIRCLE | NISKAYUNA | NY | 12309 | 140689340 | $192,946 | PROGRAM SUPPORT | |
| GEORGE MASON UNIVERSITY | |||||||
| 4400 UNIVERSITY DRIVE | FAIRFAX | VA | 22030 | 540836354 | 115 | $17,520 | PROGRAM SUPPORT |
| GEORGE WASHINGTON UNIVERSITY | |||||||
| 45155 RESEARCH PLACE | ASHBURN | VA | 20147 | 530196584 | 501(C)(3) | $66,750 | PROGRAM SUPPORT |
| GEORGETOWN UNIVERSITY | |||||||
| 37TH AND O STREETS NW | WASHINGTON | DC | 20057 | 530196603 | 501(C)(3) | $119,294 | PROGRAM SUPPORT |
| GEORGIA STATE UNIV RESEARCH FDN | |||||||
| PO BOX 3999 | ATLANTA | GA | 30302 | 581845423 | 501(C)(3) | $43,985 | PROGRAM SUPPORT |
| HUGO MOSER INSTITUTE-KENNEDY KRIEGER | |||||||
| 707 NORTH BROADWAY | BALTIMORE | MD | 21205 | 521524967 | 501(C)(3) | $32,750 | PROGRAM SUPPORT |
| ICAHN SCHOOL OF MEDICINE-MOUNT SINAI | |||||||
| 1 GUSTAVE L LEVY PLACE | NEW YORK | NY | 10029 | 136171197 | 501(C)(3) | $77,025 | PROGRAM SUPPORT |
| JACKSON LABORATORY | |||||||
| 600 MAIN STREET | BAR HARBOR | ME | 04609 | 010211513 | 501(C)(3) | $34,017 | PROGRAM SUPPORT |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD | BALTIMORE | MD | 21211 | 520595110 | 501(C)(3) | $245,370 | PROGRAM SUPPORT |
| LANKENAU INSTITUTE FOR MED RESEARCH | |||||||
| 100 LANCASTER AVENUE | WYNNEWOOD | PA | 19096 | 232175659 | 501(C)(3) | $34,229 | PROGRAM SUPPORT |
| LEHIGH VALLEY HOSPITAL | |||||||
| 2100 MACK BOULEVARD | ALLENTOWN | PA | 18103 | 231689692 | 501(C)(3) | $278,264 | PROGRAM SUPPORT |
| MAGEE REHABILITATION HOSPITAL | |||||||
| 1513 RACE STREET | PHILADELPHIA | PA | 19102 | 231476328 | 501(C)(3) | $75,955 | PROGRAM SUPPORT |
| THE MEDICAL COLLEGE OF WISCONSIN INC | |||||||
| 8701 WATERTOWN PLK ROAD | MILWAUKEE | WI | 53226 | 390806261 | 501(C)(3) | $233,988 | PROGRAM SUPPORT |
| MEE PRODUCTIONS INC | |||||||
| 1 WINDING DR STE 203 | PHILADELPHIA | PA | 19131 | 232618368 | $63,656 | PROGRAM SUPPORT | |
| MEMORIAL HERMANN HEALTH SYSTEM | |||||||
| 909 FROSTWOOD SUITE 2100 | HOUSTON | TX | 77024 | 741152597 | 501(C)(3) | $11,500 | PROGRAM SUPPORT |
| METROHEALTH SYSTEM | |||||||
| 2500 METROHEALTH DRIVE | CLEVELAND | OH | 44109 | 346004382 | 115 | $7,027 | PROGRAM SUPPORT |
| NATIONALITIES SERVICE CENTER | |||||||
| 1216 ARCH STREET | PHILADELPHIA | PA | 19107 | 231352336 | 501(C)(3) | $11,961 | PROGRAM SUPPORT |
| ALFRED I DUPONT HOSPITAL | |||||||
| 1600 ROCKLAND ROAD | WILMINGTON | DE | 19803 | 590634433 | 501(C)(3) | $31,299 | PROGRAM SUPPORT |
| NEW YORK BLOOD CENTER INC | |||||||
| 310 E 67TH STREET | NEW YORK | NY | 10065 | 131949477 | 501(C)(3) | $126,838 | PROGRAM SUPPORT |
| NORTHWESTERN UNIVERSITY | |||||||
| 633 CLARK STREET | EVANSTON | IL | 60208 | 362167817 | 501(C)(3) | $27,617 | PROGRAM SUPPORT |
| OHIO STATE UNIVERSITY | |||||||
| 1960 KENNY ROAD | COLUMBUS | OH | 43210 | 316025986 | 115 | $17,225 | PROGRAM SUPPORT |
| THE PENNSYLVNIA STATE UNIVERSITY | |||||||
| 500 UNIVERSITY DRIVE | HERSHEY | PA | 17033 | 246000376 | 115 | $33,315 | PROGRAM SUPPORT |
| READING HOSPITAL | |||||||
| PO BOX 16052 | READING | PA | 19612 | 231352204 | 501(C)(3) | $28,679 | PROGRAM SUPPORT |
| REGENTS OF THE UNIVERSITY OF MICHIGAN | |||||||
| 500 SOUTH STATE STREET | ANN ARBOR | MI | 48109 | 386006309 | 501(C)(3) | $168,217 | PROGRAM SUPPORT |
| REHABILITATION CENTER OF CHICAGO | |||||||
| 355 EAST ENE STREET | CHICAGO | IL | 60611 | 362256036 | 501(C)(3) | $10,120 | PROGRAM SUPPORT |
| ROY N GAY MD PC | |||||||
| 2116 CHESTNUT STREET | PHILADELPHIA | PA | 19103 | 251598411 | $40,332 | PROGRAM SUPPORT | |
| RUTGERS UNIVERSITY | |||||||
| 89 FRENCH STREET | NEW BRUNSWICK | NJ | 08901 | 462354111 | 115 | $18,667 | PROGRAM SUPPORT |
| SHRINERS HOSPITALS FOR CHILDREN | |||||||
| PO BOX 31356 | TAMPA | FL | 33631 | 362193608 | 501(C)(3) | $43,300 | PROGRAM SUPPORT |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | |||||||
| 262 DANNY THOMAS PLACE | MEMPHIS | TN | 38105 | 067717892 | 501(C)(3) | $7,359 | PROGRAM SUPPORT |
| ST VINCENT MEDICAL CENTER | |||||||
| 2131 WEST THIRD ST | LOS ANGELES | CA | 90057 | 912154438 | 501(C)(3) | $18,460 | PROGRAM SUPPORT |
| TEMPLE UNIVERSITY | |||||||
| 1805 BROAD STREET | PHILADELPHIA | PA | 19122 | 231365971 | 501(C)(3) | $87,514 | PROGRAM SUPPORT |
| THOMAS JEFFERSON UNIVERSITY HOSPITAL | |||||||
| 111 S 11TH STREET | PHILADELPHIA | PA | 19107 | 232829095 | 501(C)(3) | $169,030 | PROGRAM SUPPORT |
| TRUSTEES OF BOSTON UNIVERSITY | |||||||
| 881 COMMONWEALTH AVE | BOSTON | MA | 02215 | 042103547 | 501(C)(3) | $71,394 | PROGRAM SUPPORT |
| TRUSTEES OF THE UNIVERSITY OF PA | |||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 231352685 | 501(C)(3) | $304,910 | PROGRAM SUPPORT |
| UNIVERSAL STABILIZATION TECHNOLOGIES | |||||||
| 4050 SORRENTO VALLEY | SAN DIEGO | CA | 92121 | 320047193 | $133,637 | PROGRAM SUPPORT | |
| REGENTS OF THE UNIV OF CA AT SAN DIEGO | |||||||
| 9500 GILMAN DRIVE | LA JOLLA | CA | 92093 | 956006144 | 501(C)(3) | $86,512 | PROGRAM SUPPORT |
| UNIVERSITY OF CA AT SAN FRANCISCO | |||||||
| UCSF BOX 0248 | SAN FRANCISCO | CA | 94143 | 946036493 | 501(C)(3) | $144,540 | PROGRAM SUPPORT |
| REGENTS OF THE UNIVERSITY OF COLORADO | |||||||
| 1800 NORTH GRANT STREET | DENVER | CO | 80203 | 846000555 | 501(C)(3) | $9,756 | PROGRAM SUPPORT |
| UNIVERSITY OF DELAWARE | |||||||
| 220 HULLIHEN HALL | NEWARK | DE | 19716 | 516000297 | 501(C)(3) | $102,451 | PROGRAM SUPPORT |
| UNIVERSITY OF GEORGIA RESEARCH FDN | |||||||
| 456 EAST BROAD | ATHENS | GA | 30602 | 581353149 | 501(C)(3) | $90,856 | PROGRAM SUPPORT |
| UNIVERSITY OF MARYLAND | |||||||
| 3112 LEE BUILDING | COLLEGE PARK | MD | 20742 | 526002033 | 115 | $151,132 | PROGRAM SUPPORT |
| UNIVERSITY OF NC AT CHAPEL HILL | |||||||
| 103 S BLDG CAMPUS | CHAPEL HILL | NC | 27599 | 566001393 | 501(C)(3) | $7,885 | PROGRAM SUPPORT |
| UNIVERSITY OF SOUTH ALABAMA | |||||||
| 307 UNIVERSITY BOULEVARD | MOBILE | AL | 36688 | 630477348 | 501(C)(3) | $43,980 | PROGRAM SUPPORT |
| UT SOUTHWESTERN MEDICAL CENTER | |||||||
| PO BOX 7996 | AUSTIN | TX | 78712 | 756002868 | 501(C)(3) | $26,970 | PROGRAM SUPPORT |
| VANDERBILT UNIVERSITY | |||||||
| 2301 VANDERBILT PLACE | NASHVILLE | TN | 37240 | 620476822 | 501(C)(3) | $109,444 | PROGRAM SUPPORT |
| VANDERBILT UNIVERSITY MEDICAL CENTER | |||||||
| 2525 WEST END AVENUE | NASHVILLE | TN | 37203 | 352528741 | 501(C)(3) | $208,099 | PROGRAM SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 56 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1276 | RecipientCnt |
| Cash Grant | $14,123,623 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | THE 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART VII AND SCHEDULE J | TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2016 FORMS W-2. |
| SCHEDULE J, PART I; QUESTIONS 1A AND 1B | THREE 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 4A | PLEASE 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 4B | THE AMOUNTS REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDE PARTICIPATION IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN). THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2016 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE: 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 7 | CERTAIN 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 F | THE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDE VESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| A | 232243852 | 70917RHC2 | 2006-12-13 | $63,412,500 | REFUNDING PREVIOUS BOND & CAP EXP | false | false | false |
| MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY | ||||||||
| B | 232328939 | 613604VK0 | 2009-11-04 | $154,203,713 | REFUNDING OF LOANS/BONDS & CAP EXP | false | false | Yes (true) |
| PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| C | 232243852 | 70917R8G3 | 2012-10-04 | $45,634,203 | CAPITAL PURCHASES & IMPROVEMENTS | false | false | false |
| MONTGOMERY CTY HIGHER EDUCATION & HEALTH AUTHORITY | ||||||||
| D | 232328939 | 613604WK9 | 2012-07-26 | $205,883,542 | REFUNDING PREVIOUS BONDS & CAP EXP | false | false | Yes (true) |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $46,957,500 | $0 | $63,412,500 | $0 | $0 | $0 | $420,474 | $777,430 | $0 | $62,214,596 | $0 | $0 | 2007 | false | Yes (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 | $0 | 2009 | Yes (true) | false | Yes (true) | Yes (true) |
| C | $5,014,203 | $0 | $45,634,203 | $0 | $0 | $0 | $562,929 | $0 | $0 | $21,285,000 | $23,786,274 | $0 | 2014 | Yes (true) | false | Yes (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 | $0 | 2013 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Private Bus Use By OthersPrivateBusUseByOthersPct | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropPct | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Remedial Action TakenRemedialActionTakenInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | |||||||||||
| B | 0.00800 | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00800 | false | Yes (true) | 0.00300 | Yes (true) | |
| C | 0.00110 | false | false | false | false | 0.00110 | false | false | Yes (true) | false | ||
| D | 0.00300 | false | Yes (true) | Yes (true) | Yes (true) | false | 0.00300 | false | false | Yes (true) | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| D | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K, PART I, LINE D | ADDITIONAL 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 2C | SERIES 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 ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd | CUSIPCUSIPNum |
|---|---|---|---|---|---|---|---|---|
| PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | ||||||||
| A | 232237287 | 2014-07-24 | $75,000,000 | CONSTRUCTION EXPANSION & REPAY ISS | false | false | false | |
| PENNSYLVANIA HIGHER EDUCATION FACILITIES AUTHORITY | ||||||||
| B | 232243852 | 2015-02-26 | $550,268,991 | CONSTRUCTION & REFUNDING PREV BOND | false | false | false | 70917SNP4 |
| PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT | ||||||||
| C | 232237287 | 2017-02-08 | $380,043,540 | REFINANCE PRIOR BONDS & CAP PROJ. | false | false | false | 71781XCR2 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate 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 | $0 | 2015 | false | false | Yes (true) | Yes (true) |
| B | $0 | $0 | $550,268,991 | $0 | $0 | $0 | $4,608,598 | $0 | $0 | $0 | $545,660,383 | $0 | 2016 | Yes (true) | false | false | Yes (true) |
| C | $66,843,173 | $0 | $380,043,540 | $0 | $0 | $0 | $3,811,350 | $0 | $0 | $0 | $0 | $22,414,878 | 2018 | Yes (true) | false | false | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|
| A | false | false | false | false | 0 | false | false | false | Yes (true) |
| B | false | false | false | false | 0 | false | false | false | Yes (true) |
| C | false | false | false | false | 0 | false | false | false | Yes (true) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||||
| A | false | false | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| B | false | Yes (true) | false | false | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||||
| C | false | Yes (true) | false | false | Yes (true) | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEPHEN K KLASKO | PersonNm |
| Relationship With Org | PRES/CEO | RelationshipWithOrgTxt |
| Loan Purpose | MORTGAGE | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $300,000 | OriginalPrincipalAmt |
| Balance Due | $300,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $300,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionDesc |
|---|---|
| RICHARD ROTHMAN TRUSTEE | |
| MORE THAN 35% OWNED | MAJORITY OWNER |
| H RONALD KLASKO | |
| BROTHER TO OFFICER | LEGAL SERVICES |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 7 | ContributionCnt |
| Noncash Contributions Rpt F990 | $35,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $708,721 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | MEDICAL EQUIPMENT | 2 | $205,025 | FMV |
| Yes (X) | BILLBOARD ADVERTISING | 1 | $92,000 | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (19 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS | THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY IS THE SOLE CORPORATE MEMBER OR STOCKHOLDER OF VARIOUS NOT FOR-PROFIT AND FOR-PROFIT ENTITIES. THE INTERNAL REVENUE SERVICE ("IRS") HAS RECOGNIZED THOMAS JEFFERSON UNIVERSITY AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THOMAS JEFFERSON UNIVERSITY CONDUCTS RESEARCH AND OFFERS UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE AND THE JEFFERSON COLLEGES OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH, AND BIOMEDICAL SCIENCES. THOMAS JEFFERSON UNIVERSITY HAS APPROXIMATELY 3,200 STUDENTS AND IS LOCATED IN PHILADELPHIA, PENNSYLVANIA. TJUHS, ABINGTON AND ARIA ARE INTEGRATED HEALTHCARE ORGANIZATIONS THAT PROVIDE INPATIENT, OUTPATIENT AND EMERGENCY CARE SERVICES THROUGH ACUTE CARE, AMBULATORY CARE, PHYSICIAN AND OTHER PRIMARY CARE SERVICES FOR RESIDENTS OF THE GREATER PHILADELPHIA REGION. JEFFERSON HEALTH ================ CURRENTLY, JEFFERSON HEALTH COMPRISES 14 HOSPITALS, OVER 50 OUTPATIENT AND URGENT CARE CENTERS, AS WELL AS PHYSICIAN PRACTICES AND EVERYWHERE WE DELIVER CARE THROUGHOUT THE CITY AND SUBURBS ACROSS PHILADELPHIA, MONTGOMERY AND BUCKS COUNTIES IN PA., AND CAMDEN COUNTY IN NEW JERSEY. TOGETHER, THESE FACILITIES SERVE MORE THAN 130,000 INPATIENTS, 519,000 EMERGENCY PATIENTS AND 3.7 MILLION OUTPATIENT VISITS ANNUALLY. THOMAS JEFFERSON UNIVERSITY HOSPITAL IS THE LARGEST FREESTANDING ACADEMIC MEDICAL CENTER IN PHILADELPHIA. ABINGTON HOSPITAL IS THE LARGEST COMMUNITY TEACHING HOSPITAL IN MONTGOMERY OR BUCKS COUNTIES. OTHER HOSPITALS INCLUDE JEFFERSON HOSPITAL FOR NEUROSCIENCE IN CENTER CITY PHILADELPHIA; METHODIST HOSPITAL IN SOUTH PHILADELPHIA; AND ABINGTON LANSDALE HOSPITAL IN HATFIELD TOWNSHIP; JEFFERSON BUCKS HOSPITAL; JEFFERSON CHERRY HILL HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON STRATFORD HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; JEFFERSON WASHINGTON TOWNSHIP HOSPITAL; MAGEE REHABILITATION HOSPITAL; AND ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL. THOMAS JEFFERSON UNIVERSITY ENROLLS MORE THAN 7,500 FUTURE PHYSICIANS, SCIENTISTS, NURSES AND HEALTHCARE PROFESSIONALS IN THE SIDNEY KIMMEL MEDICAL COLLEGE (SKMC), JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES, HEALTH PROFESSIONS, NURSING, PHARMACY, POPULATION HEALTH AND IS HOME OF THE NATIONAL CANCER INSTITUTE (NCI)-DESIGNATED SIDNEY KIMMEL CANCER CENTER. OUR MISSION ----------- WE IMPROVE LIVES. OUR VISION ---------- REIMAGINING HEALTH, EDUCATION AND DISCOVERY TO CREATE UNPARALLELED VALUE. OUR VALUES ---------- THE BEHAVIORS OUR EMPLOYEES DEMONSTRATE DAILY TO PATIENTS AND THEIR FELLOW STAFF ENABLE JEFFERSON TO CONTINUE ACHIEVE ITS MISSION. JEFFERSON'S VALUES DEFINE WHO WE ARE AS AN ORGANIZATION, WHAT WE STAND FOR, AND HOW WE CONTINUE THE WORK OF HELPING OTHERS THAT BEGAN HERE NEARLY TWO CENTURIES AGO. THESE VALUES ARE: - PUT PEOPLE FIRST: SERVICE-MINDED, RESPECTFUL & EMBRACES DIVERSITY - BE BOLD & THINK DIFFERENTLY: INNOVATIVE, COURAGEOUS & SOLUTION-ORIENTED - DO THE RIGHT THING: SAFETY-FOCUSED, INTEGRITY & ACCOUNTABILITY 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 ACCOMPLISHMENTS | ABINGTON 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 ACCOMPLISHMENTS | AWARDS & HONORS =============== JEFFERSON UNIVERSITY HOSPITALS IS CONSISTENTLY RECOGNIZED BOTH NATIONALLY AND LOCALLY BY VARIOUS ORGANIZATIONS AND INSTITUTIONS IN JUST ABOUT EVERY ASPECT OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE. - U.S. NEWS RATES JEFFERSON AMONG THE BEST IN 2017-18 SURVEY - BECKER'S HOSPITAL REVIEW AGAIN NAMES JEFFERSON "GREAT HOSPITAL" - A METABOLIC AND BARIATRIC SURGERY ACCREDITED CENTER - HAP EXCELLENCE IN CARE AWARD - ACE UNIT AT METHODIST HOSPITAL EARNS SILVER BEACON AWARD FOR EXCELLENCE - B5 MEDICAL-SURGICAL UNIT RECEIVES AMSN PRISM AWARD - DISTINGUISHED HOSPITAL AWARD FOR CLINICAL EXCELLENCE RECIPIENTS 2016 - PHILADELPHIA MAGAZINES 2017 TOP DOCTORS - JEFFERSON PHYSICIANS RATED TOP DOCS BY CASTLE CONNOLLY - NATIONAL CANCER INSTITUTE (NCI) DESIGNATION - JEFFERSON CARDIAC REHABILITATION EARNS AACVPR CERTIFICATION - JEFFERSON RADIATION ONCOLOGY EARNS APEX - MAGNET REDESIGNATION - AMERICAN COLLEGE OF SURGEONS COMMISSION ON CANCER OUTSTANDING ACHIEVEMENT AWARD - THE JOINT COMMISSION 2013 TOP PERFORMER ON KEY QUALITY MEASURES - THE JOINT COMMISSION CERTIFICATIONS AND ADVANCED CERTIFICATIONS - 2014 HR DEPARTMENT OF THE YEAR AWARD - JEFFERSON AWARDED 3-YEAR ACCREDITATION WITH COMMENDATION - 2014 DELAWARE VALLEY PATIENT SAFETY & QUALITY AWARDS - JEFFERSON RECOGNIZED AS LEADER IN LGBT HEALTHCARE EQUALITY - ORTHOPEDIC PROGRAM EARNS RECOGNITION FROM BECKER'S HOSPITAL REVIEW - A TRANSPLANT CENTERS OF EXCELLENCE NETWORK FACILITY - AETNA INSTITUTE OF EXCELLENCE FOR TRANSPLANT DESIGNATION - MEDICAL CARDIAC CARE UNIT RECEIVES BEACON AWARD FOR EXCELLENCE - GET WITH THE GUIDELINES-STROKE GOLD PLUS QUALITY ACHIEVEMENT AWARD - PULMONARY ASSOCIATES RECEIVES LEVEL 3 RECOGNITION AS A PATIENT-CENTERED SPECIALTY PRACTICE - JEFFERSON MEDICAL CARE SOUTH PHILADELPHIA RECEIVES NATIONAL RECOGNITION FOR PATIENT CENTERED CARE - FAMILY AND COMMUNITY MEDICINE RECEIVES EXCEPTIONAL RATING - INTERNAL MEDICINE ASSOCIATES RECEIVES LEVEL 3 RECOGNITION FOR PPC-PCMH - SIDNEY KIMMEL CANCER CENTER IS A MELANOMA CENTER OF EXCELLENCE - CSI NAMES JEFFERSON A CANCER CENTERS OF EXCELLENCE NETWORK FACILITY - JEFFERSON DESIGNATED AETNA INSTITUTES OF QUALITY FOR SPINE SURGERY - BLUE DISTINCTION FOR BARIATRIC SURGERY - BLUE DISTINCTION+ CENTER FOR CARDIAC CARE - BLUE DISTINCTION CENTER FOR KNEE AND HIP REPLACEMENT - BLUE DISTINCTION CENTER FOR MATERNITY - BLUE DISTINCTION CENTER FOR COMPLEX AND RARE CANCERS - BLUE DISTINCTION CENTER FOR SPINE SURGERY - BLUE DISTINCTION CENTER FOR TRANSPLANTS - CHEST PAIN CENTER DESIGNATION - COMMISSION ON ACCREDITATION OF REHABILITATION FACILITIES - SIDNEY KIMMEL CANCER CENTER RECEIVES FERTILE HOPE CENTER OF EXCELLENCE DESIGNATION - UNITED NETWORK FOR ORGAN SHARING (UNOS) CERTIFICATION - BREAST CARE CENTER RECEIVES NAPBC ACCREDITATION - JEFFERSON DESIGNATED A NEONATAL CENTERS OF EXCELLENCE NETWORK - MODEL SPINAL CORD INJURY CENTER DESIGNATION - TRANSPLANTATION PROGRAM IS A CENTER FOR MEDICARE AND MEDICAID - JEFFERSON HONORED WITH YITZHAK RABIN PUBLIC SERVICE AWARD QUALITY & SAFETY ================ SINCE 1825, THE PHYSICIANS, NURSES AND STAFF AT THOMAS JEFFERSON UNIVERSITY HOSPITALS HAVE MADE THE SAFETY OF OUR PATIENTS AND THE QUALITY OF CARE WE DELIVER TOP PRIORITIES. WE RECOGNIZE THAT THE CARE WE PROVIDE AFFECTS EVERY PATIENT AND FAMILY MEMBER WHO COMES THROUGH OUR DOORS. OUR COMMITMENT TO QUALITY IS MEASURED IN BETTER PATIENT OUTCOMES AND INCREASED PATIENT SATISFACTION. THE RESULT IS GENERATIONS OF FAMILIES TURN TO JEFFERSON BECAUSE THEY KNOW THAT WE DELIVER SAFE, SUPERIOR AND COMPASSIONATE CARE, FROM DIAGNOSTICS THROUGH FOLLOW-UP CARE. AT JEFFERSON, WE DON'T JUST TALK ABOUT SAFETY AND QUALITY: WE SET GOALS AND BENCHMARK OUR RESULTS TO ENSURE WE ARE MEETING AND EXCEEDING NATIONAL STANDARDS. WE USE A "BALANCED SCORECARD" APPROACH TO CONTINUALLY MEASURE OUR PROGRESS TOWARD OUR GOALS. THIS APPROACH PROVIDES ACCOUNTABILITY AT ALL LEVELS AND TRACKS THOSE METRICS THAT HAVE THE GREATEST IMPACT ON OUR STRATEGIC VALUES QUALITY AND SAFETY, SERVICE, PEOPLE, GROWTH AND FINANCE AND OPERATIONS. IN OUR DRIVE TO DELIVER THE BEST QUALITY CARE, WE UTILIZE PROVEN METHODOLOGIES FOR QUALITY IMPROVEMENT. MANY OF OUR STAFF HAVE RECEIVED DEDICATED TRAINING AND GAINED EXPERTISE IN SPECIAL TECHNIQUES TO DRIVE IMPROVEMENTS IN QUALITY AND SAFETY. 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 ACCOMPLISHMENTS | MAGNET 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 VII | THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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 2 | IRA BRIND, ESQ., WILLIAM A. LANDMAN AND ROBERT S. ADELSON, ESQ. - BUSINESS RELATIONSHIP. |
| CORE FORM, PART VI, SECTION A, QUESTION 4 | EFFECTIVE JULY 1, 2016, THOMAS JEFFERSON UNIVERSITY ("TJU") BECAME THE SOLE CORPORATE MEMBER OF ARIA HEALTH SYSTEM ("AHS"). AHS AND TJU ENTERED INTO A LETTER OF INTENT TO JOIN TOGETHER IN OCTOBER 2015 AND A DEFINITIVE AGREEMENT WAS SIGNED IN JANUARY 2016. TJU IS A NON-PROFIT CORPORATION ORGANIZED UNDER THE LAWS OF THE COMMONWEALTH OF PENNSYLVANIA AND RECOGNIZED AS A TAX-EXEMPT ORGANIZATION PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. TJU AND ITS AFFILIATES INCLUDE A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. BOTH ORGANIZATIONS PREPARED AMENDED AND RESTATED ARTICLES OF INCORPORATION WHERE TJU BECAME THE SOLE MEMBER OF AHS. THESE DOCUMENTS WERE FILED AND EXECUTED EFFECTIVE JULY 1, 2016 AT 12:01 AM. |
| CORE FORM, PART VI, SECTION B, QUESTION 11B | 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'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 12 | 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 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 15 | 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 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 19 | THE 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 J | CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. |
| CORE FORM, PART VII AND SCHEDULE J | KATHLEEN 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 B | 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 SYSTEM INCLUDES BOTH FOR-PROFIT AND NOT FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART X; BALANCE SHEET RESTATEMENT | CERTAIN RECLASSIFICATIONS HAVE BEEN MADE TO THE PRIOR YEAR BALANCES PREVIOUSLY REPORTED TO CONFORM TO THE CURRENT YEAR PRESENTATION IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS. THE RESTATEMENT HAD NO EFFECT ON THE ORGANIZATION'S NET ASSETS. |
| CORE FORM, PART X; LINE 25 | HE 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 9 | OTHER 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 2 | 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 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 3 | 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 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/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| 925 WALNUT HOLDING LLC | |||||||||
| 1020 WALNUT STREET | PHILADELPHIA | PA | 19107 | 813840390 | REAL ESTATE | PA | $408,169 | $11,006,527 | TJU |
| TJU FAIRWATER LLC | |||||||||
| 1020 WALNUT STREET | PHILADELPHIA | PA | 19107 | 473445382 | INVESTMENTS | NY | $0 | $0 | TJU |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (21 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| TJUH SYSTEM INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 263026795 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJU | Yes (true) |
| THOMAS JEFFERSON UNIVERSITY HOSPITALS | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232829095 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | TJUH SYSTEM | false |
| JEFFERSON UNIVERSITY PHYSICIANS | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232809585 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | TJUH SYSTEM | false |
| JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 464855345 | HEALTH SVCS. | NJ | 501(C)(3) | 509(A)(3) | JUP | false |
| JEFFERSON PHYSICIAN SERVICES | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 233026939 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| JEFFERSON MEDICAL CARE | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232858320 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | JPS | false |
| METHODIST ASSOCIATES IN HEALTHCARE INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232678055 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| METHODIST ASSOC IN HEALTHCARE OF NJ PC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 233537847 | HEALTH SVCS. | NJ | 501(c)(3) | 509(A)(3) | MAHC | false |
| JEFFEX INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622009 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJUH SYSTEM | false |
| EMERGENCY TRANSPORT ASSOCIATES INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622004 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| WALNUT HOME THERAPEUTICS INC | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232622006 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(2) | JEFFEX INC | false |
| SUTHBREIT PROPERTIES LTD | ||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232214351 | REAL ESTATE | PA | 501(c)(2) | JEFFEX INC | false | |
| ABINGTON HEALTH | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 271243803 | HEALTH SVCS. | PA | 501(c)(3) | 509(A)(3) | TJU | Yes (true) |
| ABINGTON MEMORIAL HOSPITAL | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 231352152 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| LANSDALE HOSPITAL CORPORATION | ||||||||||
| 100 MEDICAL CAMPUS DRIVE | LANSDALE | PA | 19446 | 263359979 | HEALTH SVCS. | PA | 501(c)(3) | HOSPITAL | AH | false |
| ABINGTON HEALTH FOUNDATION | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 232188052 | FUNDRAISING | PA | 501(C)(3) | 509(A)(1) | AH | false |
| ARIA HEALTH SYSTEM | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 232239131 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | TJU | Yes (true) |
| ARIA HEALTH | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 230596940 | HEALTH SVCS. | PA | 501(C)(3) | HOSPITAL | AHS | false |
| ARIA HEALTH PHYSICIAN SERVICES | ||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 232691968 | HEALTH SVCS. | PA | 501(C)(3) | 170B1AIII | AHS | false |
| ARIA HEALTH ORTHOPAEDICS | ||||||||||
| 380 NORTH OXFORD VALLEY ROAD | LANGHORNE | PA | 19047 | 460779942 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(2) | AHS | false |
| HOSPITAL MEDICAL IMAGING INC | ||||||||||
| 2451 GRANT AVENUE | PHILADELPHIA | PA | 19114 | 232472600 | HEALTH SVCS. | PA | 501(C)(3) | 509(A)(3) | AHS | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1100 WALNUT ASSOC | ||||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232332396 | MEDICAL OFFICE | PA | NA | |||||||
| JEFF UNIV RAD ASSOC | ||||||||||||||
| 840 CRESCENT CTR DR | FRANKLIN | TN | 37067 | 412043518 | HEALTH SVCS. | PA | NA | |||||||
| JEFF COMP CONC CTR | ||||||||||||||
| 4050 S 26TH ST | PHILADELPHIA | PA | 19145 | 464254983 | HEALTH SVCS. | PA | NA | |||||||
| RIVERVIEW SURG CTR LP | ||||||||||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263910345 | HEALTH SVCS. | PA | NA | |||||||
| RIVERVIEW SURG CTR LLC | ||||||||||||||
| 3 CRESCENT DR | PHILADELPHIA | PA | 19112 | 263911509 | HEALTH SVCS. | PA | NA | |||||||
| ROTHMAN ORTHO SPEC HOSP | ||||||||||||||
| 11221 ROE AVE | LEAWOOD | KS | 66211 | 270260289 | HEALTH SVCS. | PA | NA | |||||||
| MLJH LLC | ||||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 821445171 | HEALTH SVCS. | PA | NA | |||||||
| JUNIATA MED BLD | ||||||||||||||
| 3 VILLAGE RD | HORSHAM | PA | 19044 | 232450132 | MEDICAL OFFICE | PA | NA | |||||||
| TMB ENTERPRISE | ||||||||||||||
| 3 VILLAGE RD | HORSHAM | PA | 19044 | 232400586 | MEDICAL OFFICE | PA | NA | |||||||
| MED IMAGING ASSOC | ||||||||||||||
| 2451 GRANT AVE | PHILADELPHIA | PA | 19114 | 232491498 | HEALTH SVCS. | PA | NA | |||||||
| JEFFHEDGE LLC | ||||||||||||||
| 1301 2ND AVE | SEATTLE | WA | 98101 | 453214379 | INVESTMENTS | DE | TJU | RELATED | $3,656,949 | $66,418,907 | false | $0 | Yes (true) | 0.75192 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (13 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TJU INC | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232146678 | REAL ESTATE | PA | TJU | C CORP. | $965,600 | $95,886 | 1.00000 | Yes (true) | |
| WALNUT REALTY CO | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232332416 | REAL ESTATE | PA | TJU | C CORP. | $9,754 | $0 | 1.00000 | Yes (true) | |
| ATRIUM CORPORATION | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232075587 | HEALTH SVCS. | PA | NA | C CORP. | false | ||||
| HEALTHMARK INC | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232259593 | HEALTH SVCS. | PA | NA | C CORP. | false | ||||
| JEFFERSON ACUTE CARE PHYSICIANS PC | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 472639286 | HEALTH SVCS. | PA | NA | C CORP. | false | ||||
| JEFFCARE INC | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232830152 | HEALTH SVCS. | PA | NA | C CORP. | false | ||||
| MID-ATLANTIC MATERNAL FETAL INSTITUTE | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 232922471 | HEALTH SVCS. | PA | NA | C CORP. | false | ||||
| MID-ATLANTIC MATERNAL FETAL INSTITUTE PC | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 223536371 | HEALTH SVCS. | NJ | NA | C CORP. | false | ||||
| JEFFERSON PHYSICIAN SVCS OF CALIFORNIA | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 371856786 | HEALTH SVCS. | CA | C CORP. | false | N/A | ||||
| 925 WALNUT STREET CORP | |||||||||||||
| C/O TJU601 WALNUT STSTE 925E | PHILADELPHIA | PA | 19106 | 841657497 | REAL ESTATE | PA | S CORP. | false | N/A | ||||
| SYSTEM SERVICE CORPORATION | |||||||||||||
| 1105 N MARKET STREET | WILMINGTON | DE | 19801 | 232218944 | HOLDING CO. | DE | NA | C CORP. | false | ||||
| HEALTH CARE INC | |||||||||||||
| 10800 KNIGHTS ROAD | PHILADELPHIA | PA | 19114 | 200214524 | HEALTH SVCS. | PA | NA | C CORP. | false | ||||
| TF DEVELOPMENT LTD | |||||||||||||
| 3 VILLAGE ROAD | HORSHAM | PA | 19044 | 232197865 | REAL ESTATE | PA | NA | C CORP. | false | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (true) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (true) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | THOMAS JEFFERSON UNIVERSITY, INC. IS THE TAX-EXEMPT PARENT ORGANIZATION OF JEFFERSON/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. 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 |