ABINGTON MEMORIAL HOSPITAL FOUNDATION: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- ABINGTON MEMORIAL HOSPITAL FOUNDATION (EIN 23-2188052)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-15
- IRS object ID
- 201701359349303655
- Schema version
- 2015v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-15T10:44:40-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | 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 | 200 Jefferson Park Suite 400 | AddressLine1Txt |
| City | Whippany | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 079811070 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232188052 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ABINGTON HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % MICHAEL B WALSH | InCareOfNm |
| Business Name Control | ABIN | BusinessNameControlTxt |
| Phone | 2154812851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1Txt |
| City | ABINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL B WALSH | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Signature | 2017-05-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Scott J Mariani | PreparerPersonNm |
| PTIN | P00642486 | PTIN |
| Phone | 9738989494 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | LAURENCE M MERLIS | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1Txt |
| City | ABINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $33,752,879 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ABINGTONHEALTH.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1992 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | TO SUPPORT THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS & SERVICES OF ABINGTON MEMORIAL HOSPITAL & LANSDALE HOSPITAL CORPORATION; RELATED IRC SECTION 501(C)(3) TAX-EXEMPT ORGS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 599 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $17,176,210 | PYContributionsGrantsAmt |
| CY Contributions Grants | $15,918,032 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,931,003 | PYInvestmentIncomeAmt |
| CY Investment Income | $17,068,228 | CYInvestmentIncomeAmt |
| PY Other Revenue | $16,933 | PYOtherRevenueAmt |
| CY Other Revenue | $274,718 | CYOtherRevenueAmt |
| PY Total Revenue | $55,124,146 | PYTotalRevenueAmt |
| CY Total Revenue | $33,260,978 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $775,835 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $11,594,918 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $115,359 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $85,431 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $85,431 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,046,079 | PYOtherExpensesAmt |
| CY Other Expenses | $919,862 | CYOtherExpensesAmt |
| PY Total Expenses | $1,937,273 | PYTotalExpensesAmt |
| CY Total Expenses | $12,600,211 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $53,186,873 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $20,660,767 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $743,676,644 | TotalAssetsBOYAmt |
| Total Assets EOY | $746,957,412 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $20,423,274 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $15,334,900 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $723,253,370 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $731,622,512 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO SUPPORT THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $12,422,795 | ExpenseAmt |
| Grant | $11,594,918 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | EXPENSES INCURRED IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS, WHICH PROVIDE MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, NATIONAL ORIGIN, GENDER, GENDER IDENTITY OR EXPRESSION, SEXUAL ORIENTATION, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. | Desc |
| Total Program Service Expenses | $12,422,795 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | Yes (true) | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (true) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL B WALSH | PersonNm |
| Phone | 2154812851 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1Txt |
| City | ABINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| BRUCE ENTWISLE | |||||||
| CHAIRMAN - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| REEVES MILLER | |||||||
| SECRETARY - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KRISTA BUERGER | |||||||
| TREASURER - TRUSTEE | 5.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| STEVEN BARRER MD | |||||||
| TRUSTEE - PRES. MED. STAFF | 55.0 | 0.0 | Yes (X) | $0 | $764,961 | $35,477 | |
| EDITH R DIXON | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| GEORGE T DOWNS III | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEAN FITZPATRICK PHD | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JOHN J KELLY MD | |||||||
| TRUSTEE - CHIEF OF STAFF | 55.0 | 0.0 | Yes (X) | Yes (X) | $0 | $825,808 | $117,010 |
| H LEWIS KLEIN | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD KRAUSS | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LINDA MANFREDONIA ESQ | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MARGARET M MCGOLDRICK | |||||||
| TRUSTEE - PRESIDENT, AMH/LHC | 55.0 | 0.0 | Yes (X) | Yes (X) | $0 | $926,890 | $194,250 |
| LAURENCE M MERLIS | |||||||
| TRUSTEE - CEO, AH | 55.0 | 0.0 | Yes (X) | Yes (X) | $0 | $1,575,084 | $494,946 |
| NEAL PEARLSTINE ESQ | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK PENNEKAMP | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT PETERMAN | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| DONALD PIZER | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT J RIETHMILLER JR | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| JEREMY A ROSENAU | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| HERBERT SACHS | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL SCULLY | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| STANLEY A SINGER | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| RICHARD SNYDER MD | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $3,333 | $0 | |
| MARY ANN WATSON | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| ROBERT W WHITE | |||||||
| TRUSTEE | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| LISA BINDER | |||||||
| TRUSTEE (7/1/15-11/30/15) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| BUCKY CLARK EDD | |||||||
| TRUSTEE (7/1/15-9/29/15) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| SUSAN TRESSIDER | |||||||
| TRUSTEE (7/1/15-3/14/16) | 2.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |
| MICHAEL B WALSH | |||||||
| SR VP; FINANCE/CFO | 55.0 | 0.0 | Yes (X) | $0 | $914,856 | $200,512 | |
| JILL G KYLE | |||||||
| SR VP; REGIONAL ADVANCEMENT | 55.0 | 0.0 | Yes (X) | $0 | $375,988 | $75,348 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $5,386,920 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,117,543 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WESTERN ASSET MANAGEMENT | |||||
| 620 8TH AVENUE 50TH FLOOR | NEW YORK | NY | 10018 | INVESTMENT MGMT. | $315,401 |
| MERGANSER CAPITAL MANAGEMENT LLC | |||||
| 99 HIGH STREET | BOSTON | MA | 02110 | INVESTMENT MGMT. | $230,446 |
| STATE STREET GLOBAL ADVISORS | |||||
| PO BOX 5488 | BOSTON | MA | 02206 | INVESTMENT MGMT. | $104,855 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Info In Schedule O Part VIII | Yes (X) | InfoInScheduleOPartVIIIInd |
| Fundraising | $680,101 | FundraisingAmt |
| All Other Contributions | $15,237,931 | AllOtherContributionsAmt |
| Noncash Contributions | $2,070,875 | NoncashContributionsAmt |
| Total Contributions | $15,918,032 | TotalContributionsAmt |
| Total Program Service Revenue | $0 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,068,228 | TotalRevenueColumnAmt |
| Exclusion | $17,068,228 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $490,701 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $680,101 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $490,701 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $20,633 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $1,200 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,433 | TotalRevenueColumnAmt |
| Exclusion | $19,433 | ExclusionAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | VENDING INCOME | Desc |
| Business | 722511 | BusinessCd |
| Total Revenue Column | $255,285 | TotalRevenueColumnAmt |
| Exclusion | $255,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $255,285 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $33,260,978 | TotalRevenueColumnAmt |
| Exclusion | $17,342,946 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,544,417 | TotalAmt |
| Program Services | $11,544,417 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,501 | TotalAmt |
| Program Services | $50,501 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,000 | TotalAmt |
| Program Services | $10,800 | ProgramServicesAmt |
| Management And General | $1,200 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,431 | TotalAmt |
| Fundraising | $85,431 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,172 | TotalAmt |
| Program Services | $674,255 | ProgramServicesAmt |
| Management And General | $74,917 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,967 | TotalAmt |
| Program Services | $1,770 | ProgramServicesAmt |
| Management And General | $197 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,875 | TotalAmt |
| Program Services | $22,388 | ProgramServicesAmt |
| Management And General | $2,487 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PURCHASED SERVICES | Desc |
| Total | $131,848 | TotalAmt |
| Program Services | $118,664 | ProgramServicesAmt |
| Management And General | $13,184 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,600,211 | TotalAmt |
| Program Services | $12,422,795 | ProgramServicesAmt |
| Management And General | $91,985 | ManagementAndGeneralAmt |
| Fundraising | $85,431 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,228 | BOYAmt |
| EOY | $24,311 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,238,767 | BOYAmt |
| EOY | $14,128,155 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
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 | $733,046,014 | BOYAmt |
| EOY | $732,334,853 | 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 | $367,635 | BOYAmt |
| EOY | $470,093 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,676,644 | BOYAmt |
| EOY | $746,957,412 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $201,485 | BOYAmt |
| EOY | $183,554 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,221,789 | BOYAmt |
| EOY | $15,151,346 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,423,274 | BOYAmt |
| EOY | $15,334,900 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $625,488,684 | BOYAmt |
| EOY | $633,481,176 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,824,454 | BOYAmt |
| EOY | $67,500,159 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,940,232 | BOYAmt |
| EOY | $30,641,177 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,253,370 | BOYAmt |
| EOY | $731,622,512 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $743,676,644 | BOYAmt |
| EOY | $746,957,412 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $20,660,767 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$9,107,461 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,184,164 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,260,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,647,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,310,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,193,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,918,032 | CurrentTaxYearAmt |
| Total | $61,328,835 | 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 | $11,260,024 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,647,231 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,310,405 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,193,143 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,918,032 | CurrentTaxYearAmt |
| Total | $61,328,835 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $43,155 | SubstantialContributorsTotAmt |
| Public Support Total170 | $61,285,680 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,024,286 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $15,791,665 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,503,152 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $26,389,087 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,068,228 | CurrentTaxYearAmt |
| Total | $88,776,418 | 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 | $150,105,253 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,422,191 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.40829 | PublicSupportCY170Pct |
| Public Support PY170 | 0.36129 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,940,232 | BeginningYearBalanceAmt |
| Contributions | $700,945 | ContributionsAmt |
| End Year Balance | $30,641,177 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $29,528,363 | BeginningYearBalanceAmt |
| Contributions | $411,869 | ContributionsAmt |
| End Year Balance | $29,940,232 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,188,526 | BeginningYearBalanceAmt |
| Contributions | $1,339,837 | ContributionsAmt |
| End Year Balance | $29,528,363 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $28,079,642 | BeginningYearBalanceAmt |
| Contributions | $108,884 | ContributionsAmt |
| End Year Balance | $28,188,526 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $19,500,155 | BeginningYearBalanceAmt |
| Contributions | $8,579,487 | ContributionsAmt |
| End Year Balance | $28,079,642 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
| Land | LandGrp | |
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp | |
| Other Land Buildings | OtherLandBuildingsGrp |
Invst Program Related Org InvstProgramRelatedOrgGrp (6 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & CASH EQUIVALENTS | $12,193,204 | F |
| FIXED INCOME SECURITIES | $164,843,745 | F |
| UNREGISTER FIXED INCOME | $120,704,434 | F |
| MUTUAL FUNDS | $336,129,738 | F |
| UNREGISTER MUTUAL FUNDS | $91,286,771 | F |
| PERPETUAL TRUSTS | $7,176,961 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $732,334,853 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| LIFE INCOME ANNUITY | $10,710,999 |
| DUE TO AFFILIATES | $4,440,347 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,151,346 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D, PART V, QUESTION 4 | FormAndLineReferenceDesc |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Retained By ContractorRetainedByContractorAmt |
|---|---|---|---|---|---|---|
| DAVID SANDERS COMMUN | ||||||
| 124 FITZWATER STREET | PHILADELPHIA | PA | 19147 | CAMPAIGN PLAN | false | $36,230 |
| DONNA FINK | ||||||
| 28 GERALD AVENUE | FEASTERVILLE | PA | 19053 | PHILAN. CONSULTING | false | $11,500 |
| GOBEL GROUP | ||||||
| 2 STATE STREET 805 | ROCHESTER | NY | 14614 | PHILAN. CONSULTING | false | $13,717 |
| SCHULTZ AND WILLIAMS INC | ||||||
| 325 CHESTNUT STREET | PHILADELPHIA | PA | 19106 | CAMPAIGN PLAN | false | $15,164 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $76,611 | TotalRetainedByContractorsAmt |
| Licensed States | PA | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | JF VILLAGE FAIR | Event1Nm |
| Gross Receipts Event1 | $386,900 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $174,532 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $212,368 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $105,283 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $40,705 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $12,340 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $54,040 | OtherDirectExpensesEvent1Amt |
| Event2 | GALA | Event2Nm |
| Gross Receipts Event2 | $308,301 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $215,615 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $92,686 | GrossRevenueEvent2Amt |
| Rent Facility Costs Event2 | $62,805 | RentFacilityCostsEvent2Amt |
| Entertainment Event2 | $9,300 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $20,581 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 17 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $475,601 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $289,954 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $185,647 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $12,035 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $5,910 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $41,616 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $13,193 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $3,350 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $109,543 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $1,170,802 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $680,101 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $490,701 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $12,035 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $5,910 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $209,704 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $53,898 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $24,990 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $184,164 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $490,701 | DirectExpenseSummaryEventsAmt |
Gaming Information GamingInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Revenue Other Gaming | $20,633 | GrossRevenueOtherGamingAmt |
| Oth Direct Expnss Other Gaming | $1,200 | OthDirectExpnssOtherGamingAmt |
| Volunteer Labor Other Gaming | Yes (true) | VolunteerLaborOtherGamingInd |
| Volunteer Labor Other Gaming | 1.00000 | VolunteerLaborOtherGamingPct |
| Gross Revenue Total Gaming | $20,633 | GrossRevenueTotalGamingAmt |
| Oth Direct Expnss Total Gaming | $1,200 | OthDirectExpnssTotalGamingAmt |
| Direct Expense Summary Gaming | $1,200 | DirectExpenseSummaryGamingAmt |
| Net Gaming Income Summary | $19,433 | NetGamingIncomeSummaryAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| States Where Gaming Conducted | PA | StatesWhereGamingConductedCd |
| Licensed | Yes (true) | LicensedInd |
| License Suspended Etc | false | LicenseSuspendedEtcInd |
| Gaming With Nonmembers | false | GamingWithNonmembersInd |
| Member Of Other Entity | false | MemberOfOtherEntityInd |
| Gaming Other Facility | 1.00000 | GamingOtherFacilityPct |
| Individual With Books | ABINGTON HEALTH FINANCE PERSONNEL | IndividualWithBooksNm |
Persons With Books US Address PersonsWithBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1200 OLD YORK ROAD | AddressLine1Txt |
| City | ABINGTON | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct With3rd Prty For Game Rev | false | CntrctWith3rdPrtyForGameRevInd |
| Gaming Manager Person | ABINGTON HEALTH FINANCE PERSONNEL | GamingManagerPersonNm |
| Gaming Manager Services Prov | HANDLE DAY TO DAY OPERATIONS OF RAFFLE | GamingManagerServicesProvTxt |
| Gaming Manager Is Employee | Yes (X) | GamingManagerIsEmployeeInd |
| Charitable Distribution Rqr | false | CharitableDistributionRqrInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE G, PART III, QUESTION 16 | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS AN AFFILIATE OF THOMAS JEFFERSON UNIVERSITY ("TJU") AND ITS SUBSIDIARIES; A TAX-EXEMPT TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE, WHICH INCLUDES ABINGTON MEMORIAL HOSPITAL ("AMH"). THIS ORGANIZATION ITSELF HAS NO PAID PERSONNEL RECEIVING COMPENSATION DIRECTLY FROM THIS ORGANIZATION. RATHER, ABINGTON HEALTH FINANCE PERSONNEL ARE EMPLOYED BY AMH. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| ABINGTON MEMORIAL HOSPITAL | |||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 231352152 | 501(C)(3) | $11,225,019 | GENERAL SUPPORT |
| LANSDALE HOSPITAL CORPORATION | |||||||
| 100 MEDICAL CAMPUS DRIVE | LANSDALE | PA | 19446 | 263359979 | 501(C)(3) | $319,398 | GENERAL SUPPORT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | EDUCATIONAL SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 113 | RecipientCnt |
| Cash Grant | $50,501 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE I, PART I, QUESTION 2 | FormAndLineReferenceDesc |
| Explanation | GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| STEVEN BARRER MD | ||||||||||||||
| TRUSTEE - PRES. MED. STAFF | $0 | $764,961 | $0 | $0 | $0 | $0 | $0 | $12,500 | $0 | $22,977 | $0 | $800,438 | $0 | $0 |
| JOHN J KELLY MD | ||||||||||||||
| TRUSTEE - CHIEF OF STAFF | $0 | $594,528 | $0 | $199,038 | $0 | $32,242 | $0 | $106,348 | $0 | $10,662 | $0 | $942,818 | $0 | $0 |
| MARGARET M MCGOLDRICK | ||||||||||||||
| TRUSTEE - PRESIDENT, AMH/LHC | $0 | $511,753 | $0 | $166,428 | $0 | $248,709 | $0 | $182,771 | $0 | $11,479 | $0 | $1,121,140 | $0 | $220,509 |
| LAURENCE M MERLIS | ||||||||||||||
| TRUSTEE - CEO, AH | $0 | $958,730 | $0 | $397,740 | $0 | $218,614 | $0 | $487,666 | $0 | $7,280 | $0 | $2,070,030 | $0 | $194,808 |
| MICHAEL B WALSH | ||||||||||||||
| SR VP; FINANCE/CFO | $0 | $446,374 | $0 | $233,161 | $0 | $235,321 | $0 | $191,292 | $0 | $9,220 | $0 | $1,115,368 | $0 | $212,530 |
| JILL G KYLE | ||||||||||||||
| SR VP; REGIONAL ADVANCEMENT | $0 | $241,439 | $0 | $77,457 | $0 | $57,092 | $0 | $66,618 | $0 | $8,730 | $0 | $451,336 | $0 | $55,410 |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART VII AND SCHEDULE J | TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2015 FORMS W-2. |
| SCHEDULE J, PART 1; QUESTION 4B | THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATED TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE INDIVIDUAL HAS SATISFIED THE AGE AND YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARGARET M. MCGOLDRICK, $181,859; LAURENCE M. MERLIS, $143,730; MICHAEL B. WALSH, $212,530 AND JILL G. KYLE, $37,173. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNT IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN J. KELLY, M.D., $63,848; MARGARET M. MCGOLDRICK, $140,271; LAURENCE M. MERLIS, $222,113; MICHAEL B. WALSH, $148,792 AND JILL G. KYLE, $29,546. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES 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, THIS INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HIS 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LAURENCE M. MERLIS, $208,053. |
| SCHEDULE J, PART I, QUESTION 7 | CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2015 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. |
| SCHEDULE J, PART II, COLUMN F | THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARGARET M. MCGOLDRICK, $181,859; LAURENCE M. MERLIS, $143,730; MICHAEL B. WALSH, $212,530 AND JILL G. KYLE, $37,173. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 34 | ContributionCnt |
| Noncash Contributions Rpt F990 | $2,031,206 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | VARIOUS ITEMS | Desc |
| Contribution | 51 | ContributionCnt |
| Noncash Contributions Rpt F990 | $39,669 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (true) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I; QUESTION 32b | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION UTILIZES THE SERVICES OF AN INDEPENDENT INVESTMENT MANAGEMENT FIRM TO SELL DONATED SECURITIES. THE ORGANIZATION PAYS FAIR MARKET VALUE RATES AND COMMISSIONS IN THESE INSTANCES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (14 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| CORE FORM, PART III | Abington health foundation ("ahf") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code ("IRC") 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(1). Effective april 30, 2015 at 11:59 pm, thomas jefferson university ("tju"), a pennsylvania nonprofit organization that is exempt from federal income taxation pursuant to section 501(c)(3) of the internal revenue code, became the sole corporate member of abington health ("ah"). As a result of this transaction, ah and its subsidiaries, abington memorial hospital ("amh"), lansdale hospital corporation ("lhc"), and abington health foundation ("ahf") (collectively, the "subsidiaries"), became subsidiaries of tju, creating a university health system, known as jefferson, that encompasses thomas jefferson university plus jefferson health, a new combined clinical brand for the five hospitals and physician networks within the system. Abington health and jefferson have merged organizations in a new partnership that will strengthen the enterprises ability to care for the communities we serve. This merger brings some changes, but one thing remains constant: all charitable gifts to abington health foundation are directed to abington memorial hospital and lansdale hospital corporation and affiliate locations throughout the community, just as donors wish. All existing donor-designated funds and endowments that were established to support specific programs at abington health will continue to fund those specific purposes intended by donors. Later in fy16, jefferson and aria health completed their transaction, giving greater reach to jeffersons transformative model. Aria and jefferson entered into a letter of intent to join together in october 2015 following a two-year strategic planning and partnership exploration process at aria. The aria and jefferson combination comes a little over one year after the abington health and jefferson merger in may 2016, which marked the beginning of a new era in urban/suburban access to some of the nations finest clinicians, scientists, academicians and health care professionals. In january 2016, jefferson signed a letter of intent to move forward with a potential integration with kennedy health to serve patients in southern new jersey. Jefferson is also seeking to redefine higher education, announcing in december 2015 a letter of intent with philadelphia university. Aria will add the jefferson health brand to complement its legacy name, moving forward as aria-jefferson health. Arias frankford, torresdale and bucks county hospital sites and its outpatient locations will reflect the jefferson health brand. Jefferson will continue to support arias long-standing mission to serve its community. With this integration, the combined organization thomas jefferson university and jefferson health consists of: 23,000 employees; 5,000 physicians/practitioners; 5,770 nurses and 2,217 inpatient beds. In addition, jeffersons unique governance structure continues as a combined board with equal representation from jefferson, abington and aria. Jefferson health comprises six colleges, eight hospitals, 32 outpatient and urgent care locations and a multitude of physician practices throughout the region, serving more than 96,000 inpatients, 363,000 emergency patients and 1.9 million outpatient visits annually. Thomas jefferson university hospital is the largest freestanding academic medical center in philadelphia. Abington memorial hospital is the largest community teaching hospital in montgomery and bucks counties. Other hospitals include jefferson hospital for neuroscience in center city philadelphia; methodist hospital in south philadelphia; and lansdale hospital corporation in hatfield township. Abington health foundation is a nonprofit foundation that financially supports the efforts of abington memorial hospital, lansdale hospital corporation and its affiliates to benefit the health and well-being of our community. Better together is the enterprise goals and includes: leading the charge on transforming the way we care for patients and educate our future healthcare providers; strengthening our commitment to the community with more than $230 million in charitable and community benefit and counting; delivering healthcare for the future by keeping people healthy; providing greater access, with the right care, at the right time, in the right location and at the most efficient cost in the city, the suburbs, and even on a mobile device; innovating and sharing national best practices to find the answers that best meet the needs of patients and the community; leading the charge on transforming the way we educate future healthcare providers; and applying international research know-how to deliver breakthrough diagnosis and treatment options. The above branded, fictitious names are used for merger announcement purposes. Legal names of abington memorial hospital, abington health, abington health foundation and lansdale hospital corporation will be used in fy16 documents. Through fundraising activities, the organization supports the charitable purposes, programs and services of amh and lhc; related internal revenue code 501(c)(3) tax-exempt organizations, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, religion, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. The organization is an affiliate within abington health ("ah"); a tax-exempt integrated healthcare delivery system which includes amh and lhc. Given the fy15 merger, the abington health foundation name will remain unchanged. Contributions from grateful patients, generous philanthropists, employees, private foundations and corporations enhance and expand vital projects, programs and services. Each gift is deeply appreciated and helps our physicians, nurses and staff to provide excellent healthcare using advanced technology and treatment methods. Abingtons recent campaign for a new century was a success with an ambitious goal of raising $32 million during the campaign. The goal was exceeded and $39 million was raised to position abington for a second century of excellence. The three key initiatives for the campaigns success included 1) investing in people; 2) advancing excellent care; and 3) enhancing our healing environment. Bridging the success of this campaign came the "reimagine cancer care" launch in fy16. This campaigns goal is to help support the $75 million cost to build, equip and staff the new asplundh cancer pavilion, willow grove, pennsylvania. The success of this campaign, will enable abington to bring together an exceptional blend of talented people, advanced technologies, pioneering therapies and leading-edge research in a remarkable new facility. The new asplundh cancer pavilion is specifically designed to address an evolving world as abington and jefferson reimagine cancer care for the future. The pavilion will encompass: - comprehensive services in one convienient, state-of-the-art location with multidisciplinary teams of highly experienced professionals, including surgical specialists, oncologists, genetic counselors, complementary medicine providers and supportive care staff all working together to develop a personalized plan for each patient; - the latest, most advanced technologies including two new linear accelerators for radiation oncology and varian edge stereotactic technology (similar to the cyber knife but faster and more flexible); - Personal patient navigators each specially skilled in specific cancers to provide individualized guidance for patients throughout their care journey. - Cutting-edge research with strong clinical research programs at abington and access to the latest therapies and phase 1,2 and 3 clinical trials through our affiliation with jeffersons sidney kimmel cancer center, an nci-designated cancer center; - Care for body, mind and spirit with a complete range of support professionals and services, including social workers, chaplains, financial counselors, practitioners in holistic wellness, the staff of the full-service image recovery center and the caring indviduals of grief support programs; and |
| CORE FORM, PART III | - A comprehensive survivorship program to provide life-long continuing medical care, monitoring and service coordination in an era when cancer survivorship is now the rule. Building a full-service, patient-focused facility was paramount to leadership, physicians, donors and patients. Every aspect of the asplundh cancer pavilion is being designed with the patient in mind from easy access and way-finding, to simplified registration and scheduling, to a thoroughly patient-focused environment that fosters wellness and supports physical, emotional and spiritual health. Features of the new cancer pavilion, which is scheduled for completion in 2017, include: - 82,000 square feet of outstanding clinical, research and support space; - a convenient location less than a mile from the pennsylvania turnpike, with ample free parking; - a beautiful grand lobby to welcome and orient patients; - a light-filled infusion center in a tranquil and comfortable environment; - surgical suites equipped with the latest technology, including the varian edge radiosurgery system; - an image recovery center staffed by specialists trained in helping patients enhance their appearance, self-esteem and sense of control; - a genetic counseling center devoted to using advanced molecular diagnostics to assess cancer risk and develop personalized treatment plans; - healing gardens plus soothing landscapes to enhance comfort and contemplation for patients and families; - an integrative medicine center that embraces complementary therapies such as yoga, reiki, massage, mindfulness, nutrition counseling and other healing modalities; and - designated space for support groups, an education resource room and much more. More than 4,044 caring and loyal donors last year supported abington's services to its community. Donor support for ah continues with the community leadership of the ahf board of trustees, its officers and members. In addition, the hospitals' trustees and trustee emeriti voluntarily contribute time, expertise and resources to the health system. Their dedicated loyalty and contributions have enabled amh and lhc to thrive with a reinvigorated commitment as the healthcare delivery system transforms itself to care for our community. A strategic philanthropy committee plans and implements new and developing strategies for the improvement of the health status of the community we serve. Medical staff officers from both hospitals and an office of philanthropy of experienced professionals round out the complement of the ahf leadership. In addition, during fy16, endowments for neurosciences, patient safety and quality care and fostering medical innovation were key areas for ahf. in fy16, donors, supporters of abington, and leaders participated in educational events and programs including educational presentations on sleep disorders, stroke care, cancer care update, integrative medicine and cancer survivorship and womens health. Charitable gifts and donor support are essential to the continuing growth of many centers of excellence, and new program and site development for abington health. These include abington's neurosciences institute, heart and vascular center, the expansion of the orthopaedic and spine institute, rosenfeld cancer center expanding into the asplundh cancer pavilion, women and children's services, medical and surgical programs, dixon school of nursing (to be transformed into abington-dixon campus jefferson college of nursing), home care/hospice and community outreach programs. Back in the early 1900s the rural town of Abington faced a pressing need for an excellent hospital located in the community. Philanthropic visionary George w. elkins, sr. stepped forward with an extraordinary gift of land and funds for a new hospital. Mr. elkins was joined by leaders from throughout the community, including members of the newly formed womens association of noble, precursor to todays Abington health foundation womens board. Their ambitious vision was realized on May 15, 1914, when the new 48-bed Abington memorial hospital opened its doors. Throughout a remarkable century of growth and change, abington has remained steadfast in fulfilling its mission as the region's most trusted provider of advanced and compassionate care. In 2014 amh's centennial was celebrated and recognized a past century of growth into a regional referral center at the heart of ah. Throughout every stage of abington's growth, the institution has been guided by an unwavering commitment to quality in all that we do. Throughout 100 years of service, ahf and all medical staff, leaders, employees, donors and volunteers dedicated themselves to the provision of advancing care, promoting patient safety and pioneering new treatments. At the core of our care is the quality of our people. Our physicians, nurses, technicians, managers, floor staff, volunteers and so many others all work together as an extraordinary team to reach our shared goal: to be the community's most trusted healthcare provider. The community has been a part of the ahf, ah, amh and lhc team as well, and the charitable support received is an essential factor in our success. Philanthropic leadership established amh 100 years ago, and it will continue to strengthen ah for the century ahead. Amh is now the flagship hospital of ah, which also encompasses lhc as part of the newly formed enterprise of jefferson health. Included in ah are satellite campuses: abington health center - willow grove, abington health center - warminster, and abington health center - blue bell and the abington health physicians network of primary care physicians and specialists. New sites include the abington health center - gwynedd and abington health center - montgomeryville. Abington health's accomplishments in fy16 included: Ah marked its first full year as being part of jefferson. The "better together" slogan continues to reinforce itself as other organizations join our enterprise. Jefferson finalized the merger with aria health and signed a combination agreement with philadelphia university and a definitive agreement with kennedy health, new jersey. Integration 1.0 was successful and towards the end of fy16, integration 2.0 (jefferson-abington-aria) began. The goals for integration are to adopt best practices, realize contract savings, enhance patient satisfaction and improve employee engagement across the organization. Several departments have integrated including legal, information services and technology, finance and philanthropy. Revenue cycle operations have integrated with leadership designations being finalized. The employed physicians of abington and aria will combine their operations. The aria home care team combined with abingtons home care/hospice department. Together it is estimated that the combined service will have 330 employees and exceed 220,000 visits annually. Group purchasing organizations or gpo was selected in fy16 to achieve purchasing power and to obtain best pricing. Abingtons home infusion was integrated with jeffersons home infusion service. Abingtons patient safety core value and accomplishments in fy16 included reduction of serious safety events at AMH by 94 percent since 2007. LHC reduced serious safety events by 53 percent since 2013, achieving more than 500 days without a serious safety event in 2014-2015. Abington hospital physicians enter their orders into computerized medical record 88 percent of the time, far exceeding the national average of 75 percent. Staff at the health system reported over 3,500 safety events (near miss or errors) through the online event reporting system in fy16 that is over 1,600 at AMH and over 1,900 at LHC. 451 or 28 percent of the reported events at AMH were "great save"good catch" events, where staff prevented an error from reaching the patient. Less than 3 percent of the event reports at AMH were related to errors that caused significant patient harm. 83 percent of AMH nurses, residents and physicians now know how to recognize the signs and symptoms of delirium. 100 percent of AMH and LHC inpatients were assessed and appropriately received flu shots (if they consented) between october 2015 and march 2016. 99.68 percent of the health system workforce was vaccinated for influenza in fy16. New web technology included rasmas: recalls on medications, equipment, products, technology and supplies happen every day. In fy16, the health system invested in a web-based tool that is helping colleagues stay current on all the recall information so they can act on the information quickly. In april 2016, 193 health system staff members were recognized for earning the institute of healthcare improvements basic certificate in patient safety. In fy16, to benefit staff and patients, the organization recently invested more than $200,000 in safe patient handling equipment lifts to make the lifting and moving of patients easier and safer. |
| CORE FORM, PART III | In an effort to prevent weapons from entering the abington emergency trauma center, metal detectors were installed at the entrance. Ah continues to expand and see increased demand in home care, hospice, palliative care, and other community based services. In fy16, abington's home care ("amhhc") provided cost effective, high quality, multidisciplinary home health and hospice care to individuals of all ages, to improve health, prevent illness and enable terminally ill patients to remain at home. amhhc strives to provide superior care to patients in montgomery, bucks and philadelphia counties, in fy16, more than 263 nurses, aides, social workers, therapists and support staff cared for over 167,000 home health and hospice visits to almost 9,790 patients served. Abington-aria home health will be renamed. Abington's hospice and pediatric hospice programs served over 430 terminally ill adults and children and their loved ones in fy16. AMH's warminster campus is the home to hospice and the kind pediatric hospice, the area's first facility to provide a homelike residential care environment for terminally ill children. This important end-of-life care brings together the homecare hospice program and residential hospice for adults. Ah palliative care program continues to support our homecare patients for individuals with chronic and terminal illness by providing symptom management and discussing options in end of life care. The palliative care service recognized an increase in patient consultations fy16 as over 2,200 new consults were accomplished at AMH. Additionally, almost 350 consultations were completed at LHC in fy16. Hospice volunteer services actively provide service hours in support of this program. In fy16, home care/hospice department utilizes volunteers in the following areas: home care, hospice services, bereavement services, pet therapy and adult day services in lansdale. In fy16, total number of volunteers was 226 with 91 as patient care and administrative and 135 as crafter volunteers. Patient care and administrative volunteers provided 11,846 hours and home care/hospice volunteers provided 38,028 or a cost savings of $834,346. Hospice bereavement services are provided to the loved ones of deceased hospice patients for one year after death. A bereavement coordinator and volunteers assess individuals and families and refer to support groups provided. In fy16, nearly 3,000 unduplicated bereaved were followed. A minimum of 8,868 contacts were made to the bereaved. Programs such as first steps: beginning the journey, bereavement support groups, younger widow/widower program, service of remembrance, coping with holidays, "remembering mommany others were offered in fy16. Recipient families are quite often donors and the restricted fund offsets these needed services. Through charitable support, the safe harbor program helps provide a safe, supportive place for children, teens and young adults grieving from the loss of a parent or sibling. Located at ah center willow grove, the program provides a caring environment of grief support services including support groups for children, teens and young adults and caregivers to help them through the natural process of grieving, and camp charlie, a day camp for bereaved children. The program served 190 child/teen, 13 young adults and 125 parents/caregivers in fy16. Since the inception of the program, safe harbor served 1,541 children, teens, young adults and 898 families. All of these services with safe harbor are made possible by many donors, employee donors, trustee philanthropists and donor organizations. Abington health --------------- Ah is a not for profit holding company based in abington, pennsylvania. Ah is the sole corporate member of a number of not for-profit entities as outlined herein. As the parent organization of a tax-exempt integrated healthcare delivery system, ah strives to continually develop and operate an integrated healthcare delivery system which provides a comprehensive spectrum of medically necessary healthcare services to the residents of pennsylvania counties including eastern montgomery, portions of bucks and philadelphia counties, pennsylvania. (Please refer to merger paragraph in beginning of document- jefferson health.) Ah ensures that its system provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. AH includes amh and lhc. Each of these hospitals operates consistently with the following criteria outlined in irs revenue ruling 69-545: 1. Each provide medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self- pay, medicare and medicaid patients; 2. Each either operate an active emergency trauma center or emergency department for all persons; which is open 24 hours a day, 7 days a week, 365 days per year; 3. Each maintains an open medical staff, with privileges available to all qualified physicians; 4. Control of each rests with jefferson health's board of trustees. The board is comprised of independent civic leaders and other prominent members of the community who all volunteer their time and talents; and 5. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care; programs and activities. Over 1,000 patients benefited from the experts at ah's orthopaedic and spine institute (now known as rothman institute) who specialize in joints, spine, sports, trauma and hand procedures. A geriatric fracture program ensures that patients with hip fractures are cared for by a multidisciplinary team of physicians who will ensure rapid assessment and surgical intervention within 18 to 24 hours. Charitable support has enabled ah to expand the outstanding orthopaedic and spine institute to two locations: amh and lhc. AH attracts the finest physicians to serve our patients. Over, 1,200 physicians care for patients throughout the health system's wide range of services. AH physicians is a network of primary care physicians and specialists employed by AMH and LHC. Abington health physicians ("ahp") is committed to the community as their healthcare partner, exceeding expectations for care, comfort and communications. Ahp is dedicated to improving the quality of life for all by fostering healing, easing suffering and promoting wellness in a culture of safety, learning and respect. Amh is a major clinical campus for several regional medical schools. The commitment to outstanding medical care has earned ah numerous awards for quality and safety, and the robust culture of continuing education creates an atmosphere of inquiry and scholarship. Many of our physicians are primary investigators for national clinical trials, which gives our patients access to advanced treatments now commonly available elsewhere. Our donor support lends itself to these initiatives. Maternity and pediatric care PROVIDED BY AH ENSURES OUR youngest patients receive unsurpassed compassionate care. AMH delivers almost 4,700 babies each year offering a wide range of maternity education programs, including childbirth preparation, prenatal programs and breastfeeding classes, as well as comprehensive obstetrics program that include genetic counseling and prenatal testing, fetal diagnosis and surgery, neonatal intensive care and an inpatient unit for pregnant patients at high risk. Abington's affiliation with the children's hospital of philadelphia included an expanded unit of specialty services in the price medical office building. Donor participation has been imperative to this ongoing affiliation and includes the hospital's women's board. AH's diabetes/nutrition centers served over 1,400 new clients with over 3,600 outpatient visits in fy16. The nutrition center continued to offer medical nutrition therapy for a wide range of conditions including adult weight management, renal disease, and gastrointestinal disorders, as well as diabetes. The center staff provided diabetes education as part of orientation for inpatient nursing staff at amh. The center provided diabetes support groups and completed the fifth and final cohort of the national diabetes prevention program grant from the centers for disease control ("cdc") in fy16. |
| CORE FORM, PART III | Muller institute for senior health established in 2000 with major donor support brings together the entire network of inpatient and outpatient care providers, services and educational opportunities dedicated to meeting the varied needs of older adults. The programs and services available are as diverse as the seniors served. Whether a patient or community member is looking for education on a health-related topic, health with a family member or require hospitalization, abington offers comprehensive care and support for seniors and their families --- in the hospital, in the community, and in the home. Abington can: support and enhance recovery while in the hospital, help a senior remain informed, healthy, supported, and independent in the community and provides compassionate and quality care at home. Abington memorial hospital -------------------------- AMH is a 665-bed non-profit acute care medical center located in abington, montgomery county, pennsylvania. Amh is recognized by the internal revenue service as an internal revenue code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, amh provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. AMH operates consistently with the criteria outlined in irs revenue ruling 69-545. The AMH diamond stroke center has been certified by the joint commission since 2003. In fy16, over 1,900 stroke patients were cared for in the diamond stroke center. At lhc, almost 385 inpatients were cared for in the stroke center. The sleep disorders centers are located in five convenient facilities throughout the region. In 2011, the balance center opened for patients with balance-related issues, and in fy12, a comprehensive concussion program was implemented for student athletes with education programs in the community continuing in fy16. Physicians from these specialty areas donate their time to educating the community on these important services. The heart and vascular institute in fy12 implanted its first ventricular assist device or ("vad") for heart failure patients and became one of only a few hospitals in the delaware valley to offer vad therapy. The heart and vascular center is a first rate, comprehensive facility at the forefront of cardiac care and research. Cardiac surgeons are uniquely skilled in advanced procedures and technologies. A heart rhythm center offers a team of specialists skilled in electrophysiology, cardiology and cardiac surgery to provide innovative treatments for abnormal heart rhythm conditions. Transcatheter aortic valve replacement ("tavr") is an innovative valve replacement treatment for aortic stenosis. It delivers a new valve in a minimally invasive way, without removing the faulty valve. The porter institute of valvular heart disease is one of only a few centers in the philadelphia area with the expertise to perform tavr. Abington's comprehensive heart failure ("chf") program improves heart function through advanced approaches such as echo-optimized cardiac resynchronization therapy and, joint commission-accredited ventricular assist device ("vad") program for treatment of end-stage chf. The blank vascular center features an on-site vascular lab and board-certified vascular surgeons. Donor support has also enabled ajh to create the addonizio hybrid operating room, an endovascular angiography suite for both cardiovascular surgery and vascular imaging. One of the region's leading oncology centers, the rosenfeld cancer center provided care for over 1,500 inpatients in fy16. Its clinical excellence, team approach to care and close attention to the whole patient has made this one of the busiest centers in the area. Accredited at the highest levels of quality and patient safety, the rosenfeld cancer center offers comprehensive services, from advanced diagnosis and treatment to a full range of support services for patients and families. The hanjani institute for gynecological oncology is a regional leader in gynecologic cancer treatment and research. The mary t. Sachs breast center has been designated a breast imaging center of excellence by the american college of radiology. Patients with prostate cancer now benefit from the advanced calypso 4d localization system, also known as "gps for the body", which targets cancer cells with more precise radiation than ever before. With the opening in 2017 of the asplundh cancer pavilion, cancer services will be consolidated into a new facility, geographically located to better serve our patients. Lansdale hospital corporation ----------------------------- Lhc is a 135-bed non-profit acute care medical center located in lansdale, montgomery county, pennsylvania. LhC is recognized by the internal revenue service as an internal revenue code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, lhc provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. LhC operates consistently with the criteria outlined in irs revenue ruling 69-545. Abington health foundation prides itself on its innovation and creativity as our leaders transform healthcare. Our rich history of philanthropic excellence is marveled only by the tribute gifts, legacy societies, business councils, endowed funds for excellence and innovator's circle grants that provide the funding and seed money to attain ah's goals. Innovator's circle, a program entirely funded through philanthropic support, helps ensure that the healthcare innovations of tomorrow receive support today. The program invests in innovative solutions to healthcare challenges by funding seed grants for physicians, nurses and hospital staff. With charitable support from donors, and expert guidance from our medical staff, clinical advisors and community leaders, the program has funded numerous innovations at their earliest stages. Many of these programs have gone on to attract wider support and recognition, such as abington's nurse-driven sacred space model of care for surgical patients, which in 2011 received the prestigious magnet honor, a national award presented by the american nurses credentialing center. Since 2005, innovator's circle has awarded $1.8 million in seed grants to 86 healthcare innovations at AH. 2015 marked the 10-year anniversary of the foundation's innovators' circle, a donor-funded program that makes grants to support innovative healthcare initiatives that improve patient care and treatments. The vision and leadership of committee members, charitable supporters and hospital leaders and physicians was instrumental to this eleven-year journey. Abington health continues to enhance the abington memorial hospital and lansdale hospital business and advisory councils. These councils are made up of community business leaders who serve as ambassadors to abington health and work to increase awareness and support among area businesses. Ah administration, medical staff and clinical leaders throughout the year educate these councils on new programs, technology and advances in medicine. Over 50 business and community leaders attended a half dozen meetings in fy16. Abington health has worked since 2013 through 2015 with the implementation or action plans of the 2013 community health needs assessment ("chna"). For ah, our plans included work on access to care, behavioral health/mental health, obesity, smoking, cancer screenings and education, older adults and activities of daily living, and cultural and linguistically appropriate education. In fy16, the three-year report on the implementation plans was completed by community health and community benefit personnel, reviewed by ahs community benefit committee and posted to the health systems website. The document was shared and exchanged within the system and with key community stakeholders. This same team, working with colleagues from jefferson health, completed the 2016 chna which is posted to the website with implementation plans in process. Abington health foundation appointed a community benefit committee in 2011 whose charter is to oversee and recommend policies and programs designed to carry out the charitable mission of AH, protecting its non-profit status, and to enhance the health status of communities served based on the results of the chna. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | ABINGTON HEALTH ("AH")IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF AH. TJU HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | The organization is an affiliate of thomas jefferson university ("tju") and its subsidiaries; a tax-exempt tripartite mission of education, research and patient care. The organization's federal form 990 was provided to and made available to each voting member of the organization's governing body prior to filing of the form 990 with the internal revenue service ("irs"). As part of the tax return preparation process the organization hired a professional cpa firm with experience and expertise in both healthcare and not for-profit tax return preparation to prepare the federal form 990. The cpa firm's tax professionals worked closely with the organization's finance personnel and various other individuals of the organization and the system to obtain the information needed in order to prepare a complete and accurate tax return. The cpa firm prepared a draft federal form 990 and furnished it to the organization's finance personnel and other individuals for their review. The organization's finance personnel and other individuals reviewed the draft federal form 990 and discussed questions and comments with the cpa firm. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the cpa firm to the organization's finance personnel and various other individuals for final review. Thereafter, the cpa firm gave a form 990 summary presentation to the tju audit and compliance committee and thereafter a complete copy of the form 990 was made available to this organization's board of trustees prior to filing. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | The organization is an affiliate of thomas jefferson university ("tju") and its subsidiaries; a tax-exempt tripartite mission of education, research and patient care which includes abington memorial hospital ("amh"). The organization regularly monitors and enforces compliance with its conflict of interest policy. Annually all members of the board of trustees, officers and management personnel are required to review the existing conflict of interest policy and complete a questionnaire. The completed questionnaires are returned to the system's director of compliance for review. Thereafter the director of compliance prepares a summary of the completed questionnaires which contains information disclosed on an individual by individual basis and reviews this summary with amh's svp of legal affairs/general counsel. This summary is then given to a sub-committee of amh for review. Thereafter, the amh president signs off on the summary and the sub committee reviews and makes decisions on how to handle conflicts of interest and associated mitigating behavior to be taken by the organization if applicable. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | The organization is an affiliate of thomas jefferson university ("tju") and its subsidiaries; a tax-exempt tripartite mission of education, research and patient care which includes abington memorial hospital ("amh"). Tju has a compensation and human resources committee ("committee"). The committee has adopted a written executive compensation philosophy which it follows when it reviews and approves of the compensation and benefits of the organization's senior management, including the chief executive officer, president of abington health ("ah") hospitals, senior vice president of finance/chief financial officer, senior vice president of legal affairs/general counsel and chief of staff. The committee reviews the "total compensation" of the individuals which is intended to include both current and deferred compensation and all employee benefits, both qualified and non-qualified. The committee's review is done on at least an annual basis and ensures that the "total compensation" of senior management of the organization is reasonable. The actions taken by the committee enable the organization to receive the rebuttable presumption of reasonableness for purposes of internal revenue code section 4958 with respect to the total compensation of certain members of the senior management team, including the chief executive officer, president of ah hospitals, senior vice president of finance/chief financial officer, senior vice president of legal affairs/general counsel and chief of staff. The three factors which must be satisfied in order to receive the rebuttable presumption of reasonableness are the following: 1. The compensation arrangement is approved in advance by an "authorized body" of the applicable tax-exempt organization which is composed entirely of individuals who do not have a "conflict of interest" with respect to the compensation arrangement; 2. The authorized body obtained and relied upon "appropriate data as to comparability" prior to making its determination; and 3. The authorized body "adequately documented the basis for its determination" concurrently with making that determination. The committee is comprised of members of the board of trustees each of who are independent and are free from any conflicts of interest. The committee relied upon appropriate comparable data; specifically, the committee obtained a written compensation study from an independent firm which specializes in the reviewing of hospital and healthcare system executive compensation and benefits throughout the united states. The peer group chosen for comparison should reflect the fact that abington health is a multi hospital healthcare system. The peer group will contain not-for-profit healthcare organizations comparable in size and complexity to abington health. The peer group would consist of independent, single and multi-hospital healthcare systems that have an emphasis on teaching and range in size from half as large to up to twice as large as abington health. Although this peer group will contain organizations from all parts of the u.s., abington health will also examine regional (mid-atlantic) and local (philadelphia) pay levels. The committee adequately documented its basis for its determination through the timely preparation of written minutes of the compensation committee meetings during which the executive compensation and benefits was reviewed and subsequently approved. The actions outlined above with respect to the committee and the establishment of the rebuttable presumption of reasonableness only applies to certain senior management personnel, including but not limited to the chief executive officer, president of ah hospitals, senior vice president of finance/chief financial officer, senior vice president of legal affairs/general counsel and chief of staff. The compensation and benefits of certain other individuals contained in this form 990 are reviewed annually by the chief executive officer with assistance from the organization's human resources department in conjunction with the individual's job performance during the year and is based upon other objective factors designed to ensure that reasonable and fair market value compensation is paid by the organization. Other objective factors include market survey data for comparable positions, individual goals and objectives, personnel reviews, evaluations, self-evaluations and performance feedback meetings. |
| CORE FORM, PART VI, SECTION C; QUESTION 19 | THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. |
| CORE FORM, PART VII AND SCHEDULE J | PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF A RELATED ORGANIZATION AND FOR THEIR POSITION WITHIN THOMAS JEFFERSON UNIVERSITY AND ITS SUBSIDIARIES; A TAX-EXEMPT TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE; NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. |
| CORE FORM, PART VII, SECTION A, COLUMN B | THE ORGANIZATION IS AN AFFILIATE OF THOMAS JEFFERSON UNIVERSITY ("TJU") AND ITS SUBSIDIARIES; A TAX-EXEMPT TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM TEMPORARY RESTRICTIONS; ($2,889,840); AND - DECREASE IN VALUE OF SPLIT INTEREST AGREEMENTS AND PERPETUAL TRUSTS FROM TEMPORARY RESTRICTION; ($294,324). |
| CORE FORM, PART XII; QUESTION 2 | THE ORGANIZATION IS AN AFFILIATE OF THOMAS JEFFERSON UNIVERSITY ("TJU") AND ITS SUBSIDIARIES; A TAX-EXEMPT TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE ("SYSTEM"). THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2016 AND JUNE 30, 2015; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES. AN UNQUALIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TJU'S AUDIT AND COMPLIANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
| CORE FORM, PART XII; QUESTION 3 | THE ORGANIZATION IS AN AFFILIATE OF THOMAS JEFFERSON UNIVERSITY ("TJU") AND ITS SUBSIDIARIES; A TAX-EXEMPT TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. TJU'S AUDIT AND COMPLIANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE A-133 AUDIT. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (16 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 271243803 | SUPPORTING | PA | 501(C)(3) | 509(A)(3) | TJU | false |
| TJUH SYSTEM INC | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 263026795 | HEALTHCARE | PA | 501(c)(3) | 509(a)(3) | TJU | false |
| EMERGENCY TRANSPORT ASSOCIATES INC | ||||||||||
| 441 NORTH 5TH STREET | PHILADELPHIA | PA | 19107 | 232622004 | HEALTHCARE | PA | 501(c)(3) | 509(a)(2) | TJUH SYSTEM | false |
| JEFFEX INC | ||||||||||
| 925 CHESTNUT STREET SUITE 311 | PHILADELPHIA | PA | 19107 | 232622009 | HEALTHCARE | PA | 501(c)(3) | 509(a)(3) | TJUH SYSTEM | false |
| WALNUT HOME THERAPEUTICS INC | ||||||||||
| 919 WALNUT STREET 5TH FLOOR | PHILADELPHIA | PA | 19107 | 232622006 | HEALTHCARE | PA | 501(c)(3) | 509(a)(2) | TJUH SYSTEM | false |
| SUTHBREIT PROPERTIES LTD | ||||||||||
| 2301 SOUTH BROAD STREET | PHILADELPHIA | PA | 19148 | 232214351 | REAL ESTATE | PA | 501(c)(2) | TJUH SYSTEM | false | |
| JEFFERSON PHYSICIAN SERVICES | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 233026939 | HEALTHCARE | PA | 501(c)(3) | 509(a)(3) | TJUH SYSTEM | false |
| METHODIST ASSOCIATES IN HEALTHCARE INC | ||||||||||
| 2301 SOUTH BROAD STREET | PHILADELPHIA | PA | 19148 | 232678055 | HEALTHCARE | PA | 501(c)(3) | 509(a)(3) | TJUH SYSTEM | false |
| METHODIST ASSOC IN HEALTHCARE OF NJ PC | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 233537847 | HEALTHCARE | PA | 501(c)(3) | 509(a)(3) | TJUH SYSTEM | false |
| JEFFERSON MEDICAL CARE | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 232858320 | HEALTHCARE | PA | 501(c)(3) | 509(a)(3) | TJUH SYSTEM | false |
| JEFFERSON UNIVERSITY PHYSICIANS | ||||||||||
| 1025 WALNUT STREET | PHILADELPHIA | PA | 19107 | 232809585 | CLINICAL CARE | PA | 501(C)(3) | 509(A)(3) | TJUH SYSTEM | false |
| THOMAS JEFFERSON UNIVERSITY | ||||||||||
| 1020 WALNUT STREET 5TH FLOOR | PHILADELPHIA | PA | 19107 | 231352651 | EDUCATION | PA | 501(C)(3) | 509(A)(1) | NA | false |
| THOMAS JEFFERSON UNIVERSITY HOSPITALS | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 232829095 | HEALTHCARE | PA | 501(C)(3) | HOSPITAL | TJUH SYSTEM | false |
| JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC | ||||||||||
| 1020 WALNUT STREET 6TH FLOOR | PHILADELPHIA | PA | 19107 | 464855345 | CLINICAL CARE | PA | 501(C)(3) | 509(A)(3) | JUP | false |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|
| RIVERVIEW SURGERY CENTER LP | |||||||
| 3 CRESCENT DRIVE NAVY YARD | PHILADELPHIA | PA | 19112 | 263910345 | HEALTHCARE | PA | NA |
| RIVERVIEW SURGERY CENTER LLC | |||||||
| 3 CRESSCENT DRIVE NAVY YARD | PHILADELPHIA | PA | 19112 | 263911509 | HEALTHCARE | PA | NA |
| 1100 WALNUT ASSOC | |||||||
| 1020 WALNUT STREET | PHILADELPHIA | PA | 19107 | 232332396 | MEDICAL OFFICE | PA | NA |
| JEFF UNIV RADIOLOGY | |||||||
| 840 CRESCENT CENTRE DR SUITE 200 | FRANKLIN | TN | 37067 | 412043518 | HEALTHCARE | PA | NA |
| JEFFERSON COMPREHENSIVE CONCUSSION CTR | |||||||
| 4050 S 26TH STREET | PHILADELPHIA | PA | 19145 | 464254983 | HEALTHCARE | PA | NA |
| ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL | |||||||
| 11221 ROE AVENUE SUITE 320 | LEAWOOD | KS | 66211 | 270260289 | HEALTHCARE | PA | NA |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| JEFFCARE INC | |||||||||
| 601 WALNUT ST SUITE 950W | PHILADELPHIA | PA | 19106 | 232830152 | HEALTHCARE | PA | NA | C CORP. | false |
| THE ATRIUM CORPORATION | |||||||||
| 925 CHESTNUT STREET SUITE 311 | PHILADELPHIA | PA | 19107 | 232075587 | HEALTHCARE | PA | NA | C CORP. | false |
| HEALTHMARK INC | |||||||||
| 2301 SOUTH BROAD STREET | PHILADELPHIA | PA | 19148 | 232259593 | HEALTHCARE | PA | NA | C CORP. | false |
| MID-ATLANTIC MATERNAL FETAL INSTITUTE | |||||||||
| 925 CHESTNUT STREET SUITE 311 | PHILADELPHIA | PA | 19107 | 232922471 | HEALTHCARE | PA | NA | C CORP. | false |
| MID-ATLANTIC MATERNAL FETAL INSTITUTEPC | |||||||||
| 925 CHESTNUT STREET SUITE 311 | PHILADELPHIA | PA | 19107 | 223536371 | HEALTHCARE | NJ | NA | C CORP. | false |
| WALNUT REALTY | |||||||||
| 1020 WALNUT ST 5TH FLOOR | PHILADELPHIA | PA | 19107 | 232332416 | REAL EST. | PA | NA | C CORP. | false |
| TJU INC | |||||||||
| 1020 WALNUT ST 5TH FLOOR | PHILADELPHIA | PA | 19107 | 232146678 | REAL EST. | PA | NA | C CORP. | false |
| 925 WALNUT STREET CORP | |||||||||
| 2711 CENTERVILLE ROAD SUITE 400 | WILMINGTON | DE | 19808 | 841657497 | REAL ESTATE | DE | NA | C CORP. | false |
| JEFFERSON ACUTE CARE PHYSICIANS PC | |||||||||
| 111 S 11TH ST SUITE 2210 | PHILADELPHIA | PA | 19107 | 472639286 | HEALTHCARE | PA | NA | C CORP. | false |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART V | FormAndLineReferenceDesc |
| Explanation | THOMAS JEFFERSON UNIVERSITY ROUTINELY PAYS EXPENSES FOR ITS AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED. | ExplanationTxt |