THOMAS JEFFERSON UNIVERSITY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THOMAS JEFFERSON UNIVERSITY (EIN 23-1352651)
- Tax period
- 2015-07-01 to 2016-06-30
- Filed
- 2017-05-12
- IRS object ID
- 201731329349302298
- 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 C
- Schedule D
- Schedule E
- Schedule F
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-05-12T11:03:30-05:00 | ReturnTs |
| Tax Period End | 2016-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1800 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19103 | 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 | 231352651 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THOMAS JEFFERSON UNIVERSITY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % ALFRED SALVATO SR VP | InCareOfNm |
| Business Name Control | THOM | BusinessNameControlTxt |
| Phone | 2155038344 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 601 WALNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19106 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PETER D'ANGELIS | PersonNm |
| Person Title | EVP & CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 2155037570 | PhoneNum |
| Signature | 2017-05-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERICA R MCREYNOLDS | PreparerPersonNm |
| PTIN | P00977806 | PTIN |
| Phone | 2673303000 | 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 | STEPHEN K KLASKO MD MBA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 925 CHESTNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $547,759,775 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.jefferson.edu | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1824 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | SEE ATTACHMENT 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 5058 | TotalEmployeeCnt |
| Total Volunteers | 1996 | TotalVolunteersCnt |
| Total Gross UBI | $1,580,408 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $18,423,898 | PYContributionsGrantsAmt |
| CY Contributions Grants | $56,883,580 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $412,040,779 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $471,455,848 | CYProgramServiceRevenueAmt |
| PY Investment Income | $9,607,321 | PYInvestmentIncomeAmt |
| CY Investment Income | $9,770,898 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,665,882 | PYOtherRevenueAmt |
| CY Other Revenue | $2,381,896 | CYOtherRevenueAmt |
| PY Total Revenue | $441,737,880 | PYTotalRevenueAmt |
| CY Total Revenue | $540,492,222 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $17,213,909 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $19,717,663 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $278,791,164 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $310,926,835 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $13,587,171 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $148,548,814 | PYOtherExpensesAmt |
| CY Other Expenses | $170,173,997 | CYOtherExpensesAmt |
| PY Total Expenses | $444,553,887 | PYTotalExpensesAmt |
| CY Total Expenses | $500,818,495 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,816,007 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $39,673,727 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,529,734,743 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,688,532,830 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $835,584,971 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,121,418,442 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $694,149,772 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $567,114,388 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THOMAS JEFFERSON UNIVERSITY IS AN INDEPENDENT, EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE & THE JEFFERSON SCHOOLS OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH AND THE JEFFERSON SCHOOL OF BIOMEDICAL SCIENCES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $205,162,241 | ExpenseAmt |
| Grant | $13,796,208 | GrantAmt |
| Revenue | $380,411,846 | RevenueAmt |
| Desc | THOMAS JEFFERSON UNIVERSITY (TJU) IS DEDICATED TO EDUCATING THE NEXT GENERATION OF HEALTHCARE PROFESSIONALS. THE SIDNEY KIMMEL MEDICAL COLLEGE PROVIDES UNDERGRADUATE MEDICAL EDUCATION. THE JEFFERSON COLLEGE OF HEALTH PROFESSIONS PROVIDES UNDERGRADUATE AND GRADUATE EDUCATION IN A VARIETY OF FIELDS INCLUDING OCCUPATIONAL THERAPY, PHYSICAL THERAPY, BIOMEDICAL SCIENCES AND RADIOLOGIC SCIENCES. THE JEFFERSON COLLEGE OF NURSING OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS IN NURSING. THE JEFFERSON COLLEGE OF PHARMACY OFFERS A DOCTOR OF PHARMACY DEGREE AND THE JEFFERSON COLLEGES OF BIOMEDICAL SCIENCES AND POPULATION HEALTH OFFER MASTERS AND DOCTORAL PROGRAMS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $92,035,506 | ExpenseAmt |
| Grant | $5,921,455 | GrantAmt |
| Revenue | $91,044,002 | RevenueAmt |
| Desc | TJU IS ALSO DEDICATED TO BASIC AND CLINICAL SCIENCE RESEARCH EXTENDING FROM THE LABORATORY TO THE BEDSIDE AND INTO THE COMMUNITY. OUR CLINICAL AND RESEARCH TEAMS WORK TOGETHER TO ADDRESS TODAY'S MOST PRESSING HEALTH CONCERNS. PARTICULAR EMPHASIS IS PLACED ON RESEARCH IN THE FOLLOWING AREAS: CANCER AND CANCER BIOLOGY; CARDIAC AND CARDIOVASCULAR BIOLOGY; NEUROSCIENCE; POPULATION AND PUBLIC HEALTH; INFECTIOUS DISEASE AND VACCINES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $297,197,747 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | Yes (true) | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | 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 | Yes (true) | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (true) | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (true) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBondsInd |
| Escrow Account | false | EscrowAccountInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (true) | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (true) | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 935 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5058 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (true) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALFRED SALVATO SR VP | PersonNm |
| Phone | 2155037570 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 WALNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19107 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| David R Binswanger | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Ira Brind Esq | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| William A Landman | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Stephen K Klasko MD MBA | ||||||||||
| PRESIDENT & TRUSTEE | 45.0 | 12.0 | Yes (X) | $1,926,944 | $0 | $755,409 | Yes (X) | |||
| H Richard Haverstick Jr | ||||||||||
| TREASURER & TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| Richard W Hevner | ||||||||||
| CHAIRMAN & TRUSTEE | 5.0 | 2.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| CARO U ROCK | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Richard Rothman MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DAVID ARCHIBALD EDD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| STEPHEN CRANE | ||||||||||
| VICE CHAIR & TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| BRUCE K ENTWISLE | ||||||||||
| TRUSTEE | 5.0 | 10.0 | Yes (X) | $0 | $0 | $0 | ||||
| MARVIN MASHNER | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN S OYLER ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| DUNCAN B PITCAIRN | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PHILIP J SASSO MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MERYLE TWERSKY | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| ROBERT P VOGEL ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN WALP | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| PATRICIA WELLENBACH | ||||||||||
| SECRETARY & TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | Yes (X) | |||
| ROBERT S ADELSON ESQ | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| VIVIAN PINN MD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| MICHAEL SNEAD | ||||||||||
| TRUSTEE | 5.0 | 0.0 | Yes (X) | $0 | $0 | $0 | ||||
| Cristina G Cavalieri Esq | ||||||||||
| ASSISTANT SECRETARY | 40.0 | 14.0 | $635,935 | $0 | $176,539 | Yes (X) | ||||
| MARK L TYKOCINSKI MD | ||||||||||
| PROVOST AND EVP, ACAD. AFFAIRS | 45.0 | 9.0 | $1,152,838 | $0 | $136,557 | Yes (X) | ||||
| KATHLEEN GALLAGHER | ||||||||||
| EVP, COO, CORPORATE | 40.0 | 0.0 | $753,570 | $0 | $192,941 | Yes (X) | ||||
| PRAVEEN CHOPRA | ||||||||||
| EVP, CIO & TIEO | 40.0 | 0.0 | $681,460 | $0 | $68,209 | Yes (X) | ||||
| JOHN EKARIUS | ||||||||||
| EVP, CHIEF OF STAFF & CSO | 40.0 | 0.0 | $750,030 | $0 | $184,625 | Yes (X) | ||||
| ELIZABETH DALE | ||||||||||
| EVP INSTITUTIONAL ADVANCEMENT | 40.0 | 0.0 | $662,440 | $0 | $168,409 | Yes (X) | ||||
| KIRK GORMAN | ||||||||||
| ASSISTANT TREAS. (DEP 6/30/16) | 40.0 | 12.0 | $420,934 | $0 | $27,137 | Yes (X) | ||||
| ANNE BOLAND DOCIMO MD | ||||||||||
| EVP & CHIEF MEDICAL OFFICER | 45.0 | 18.0 | $986,942 | $0 | $43,947 | Yes (X) | ||||
| LAURENCE M MERLIS | ||||||||||
| EVP, COO, JEFFERSON HEALTH | 1.0 | 62.0 | $0 | $1,362,015 | $542,825 | Yes (X) | ||||
| JOHN J KELLY MD | ||||||||||
| EVP & CHIEF CLINICAL OFFICER | 1.0 | 56.0 | $0 | $652,117 | $111,398 | Yes (X) | ||||
| JOSEPH HILL | ||||||||||
| SVP CHIEF DIVERSITY&INCL. OFF. | 40.0 | 0.0 | $324,604 | $0 | $12,817 | Yes (X) | ||||
| Rosalyn Ritts | ||||||||||
| EVP, CHIEF INNOVATION OFFICER | 40.0 | 0.0 | $61,111 | $0 | $2,546 | Yes (X) | ||||
| JEFFREY STEVENS | ||||||||||
| SVP & CHRO | 40.0 | 0.0 | $169,914 | $0 | $6,140 | Yes (X) | ||||
| PETER DEANGELIS JR | ||||||||||
| EVP CFO (EFF 6/25/16) | 40.0 | 12.0 | $0 | $0 | $0 | Yes (X) | ||||
| Michael J Vergare MD | ||||||||||
| EVP of Partnerships and Affil. | 38.0 | 2.0 | $688,206 | $4,636 | $76,861 | Yes (X) | ||||
| ALFRED SALVATO | ||||||||||
| SR VP Finance & CIO | 40.0 | 0.0 | $735,732 | $0 | $76,913 | Yes (X) | ||||
| RONALD BOWLAN | ||||||||||
| SVP AND MANAGER | 40.0 | 0.0 | $354,674 | $0 | $53,615 | Yes (X) | ||||
| Robert H Rosenwasser MD | ||||||||||
| PROFESSOR | 34.0 | 6.0 | $1,625,029 | $227,273 | $210,251 | Yes (X) | ||||
| Jorge Eller MD | ||||||||||
| PROFESSOR | 4.0 | 36.0 | $51,145 | $1,102,466 | $57,471 | Yes (X) | ||||
| MARC R ROSEN MD | ||||||||||
| PROFESSOR | 4.0 | 36.0 | $113,386 | $1,321,765 | $64,387 | Yes (X) | ||||
| James Evans MD | ||||||||||
| PROFESSOR | 4.0 | 36.0 | $45,267 | $984,458 | $54,436 | Yes (X) | ||||
| James Harrop MD | ||||||||||
| PROFESSOR | 4.0 | 36.0 | $228,030 | $1,111,948 | $74,313 | Yes (X) | ||||
| FREDERICK RUCCIUS | ||||||||||
| FMR.CHIEF PHILANTHROPY OFFICER | 0.0 | 0.0 | $295,197 | $0 | $32,628 | Yes (X) | ||||
| Theodore F Taraschi PhD | ||||||||||
| FMR. VP OF RESEARCH | 0.0 | 0.0 | $269,835 | $0 | $51,365 | Yes (X) | ||||
| Steven E McKenzie MD Phd | ||||||||||
| FORMER VP FOR RESEARCH | 0.0 | 0.0 | $287,595 | $18,636 | $55,730 | Yes (X) | ||||
| PHILlIP DOUGLAS HERRICK JR | ||||||||||
| FORMER INTERIM CIO | 0.0 | 0.0 | $156,607 | $0 | $142 | Yes (X) | ||||
| KATHLEEN E SQUIRES MD | ||||||||||
| FORMER OFFICER | 0.0 | 0.0 | $207,725 | $102,823 | $62,028 | Yes (X) | ||||
| JAMES KEEN PHD | ||||||||||
| FMR DEAN, CGS & INT. AFFAIRS | 0.0 | 0.0 | $219,391 | $0 | $44,898 | Yes (X) | ||||
| CHARLES LEWIS | ||||||||||
| FORMER SVP EXTERNAL RELATIONS | 0.0 | 0.0 | $463,598 | $0 | $0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $14,268,139 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $6,888,137 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $3,344,537 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 639 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (true) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| P AGNES INC | |||||
| 2101 PENROSE AVENUE | PHILADELPHIA | PA | 19145 | CONSTRUCTION | $3,606,145 |
| GE HEALTHCARE IITS USA CORP | |||||
| 15724 COLLECTIONS CENTER DRIVE | CHICAGO | IL | 60693 | HEALTH SOFTWARE | $2,512,390 |
| CANUSO JORDEN INC | |||||
| 1839 BUSTLETON PIKE | FEASTERVILLE | PA | 19053 | CONTRACTORS | $1,989,293 |
| HARMELIN ASSOCIATES INC | |||||
| 525 RIGHTERS FERRY ROAD | BALA CYNWYD | PA | 19004 | ADVERTISING AGENCY | $1,758,497 |
| OTIS ELEVATOR CO | |||||
| PO BOX 13716 | NEWARK | NJ | 071880716 | ELEVATOR CONTRACTOR | $1,312,090 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 73 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $1,000,000 | GovernmentGrantsAmt |
| All Other Contributions | $55,883,580 | AllOtherContributionsAmt |
| Noncash Contributions | $1,142,088 | NoncashContributionsAmt |
| Total Contributions | $56,883,580 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EDUCATION | 611300 | $380,411,846 | $380,411,846 |
| RESEARCH | 547712 | $91,044,002 | $91,044,002 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $471,455,848 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,400,338 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $976,261 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,424,077 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $9,045,302 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,267,553 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $1,777,749 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,777,749 | TotalRevenueColumnAmt |
| Exclusion | $1,777,749 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,370,560 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,370,560 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,370,560 | TotalRevenueColumnAmt |
| Exclusion | $7,370,560 | ExclusionAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|
| BOOKSTORE | 541800 | $8,630 | $8,630 |
| PARKING | 541800 | $595,517 | $595,517 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $604,147 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $540,492,222 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $471,455,848 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $1,580,408 | UnrelatedBusinessRevenueAmt |
| Exclusion | $10,572,386 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,165,758 | TotalAmt |
| Program Services | $5,165,758 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,796,208 | TotalAmt |
| Program Services | $13,796,208 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $755,697 | TotalAmt |
| Program Services | $755,697 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,160,973 | TotalAmt |
| Management And General | $9,725,161 | ManagementAndGeneralAmt |
| Fundraising | $435,812 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,396,247 | TotalAmt |
| Management And General | $1,396,247 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $231,863,452 | TotalAmt |
| Program Services | $144,809,874 | ProgramServicesAmt |
| Management And General | $79,894,209 | ManagementAndGeneralAmt |
| Fundraising | $7,159,369 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,216,808 | TotalAmt |
| Program Services | $16,531,345 | ProgramServicesAmt |
| Management And General | $8,868,157 | ManagementAndGeneralAmt |
| Fundraising | $817,306 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,991,780 | TotalAmt |
| Program Services | $8,474,465 | ProgramServicesAmt |
| Management And General | $14,451,934 | ManagementAndGeneralAmt |
| Fundraising | $1,065,381 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,297,575 | TotalAmt |
| Program Services | $10,775,904 | ProgramServicesAmt |
| Management And General | $6,018,889 | ManagementAndGeneralAmt |
| Fundraising | $502,782 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,221 | TotalAmt |
| Program Services | $180,372 | ProgramServicesAmt |
| Management And General | $85,849 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,490,603 | TotalAmt |
| Program Services | $1,867,082 | ProgramServicesAmt |
| Management And General | $2,623,521 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $781,795 | TotalAmt |
| Management And General | $781,795 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $179,124 | TotalAmt |
| Management And General | $179,124 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,758,603 | TotalAmt |
| Program Services | $18,475 | ProgramServicesAmt |
| Management And General | $3,740,128 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,190,202 | TotalAmt |
| Program Services | $4,378,801 | ProgramServicesAmt |
| Management And General | $16,190,516 | ManagementAndGeneralAmt |
| Fundraising | $620,885 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,632,743 | TotalAmt |
| Program Services | $242,714 | ProgramServicesAmt |
| Management And General | $11,389,094 | ManagementAndGeneralAmt |
| Fundraising | $935 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,953,543 | TotalAmt |
| Program Services | $7,293,184 | ProgramServicesAmt |
| Management And General | $5,634,522 | ManagementAndGeneralAmt |
| Fundraising | $1,025,837 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,124,537 | TotalAmt |
| Program Services | $1,078,259 | ProgramServicesAmt |
| Management And General | $16,836,141 | ManagementAndGeneralAmt |
| Fundraising | $210,137 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,235,485 | TotalAmt |
| Program Services | $49,719,830 | ProgramServicesAmt |
| Management And General | $6,896,479 | ManagementAndGeneralAmt |
| Fundraising | $619,176 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,530,424 | TotalAmt |
| Program Services | $2,955,267 | ProgramServicesAmt |
| Management And General | $387,482 | ManagementAndGeneralAmt |
| Fundraising | $187,675 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,434,858 | TotalAmt |
| Program Services | $941,475 | ProgramServicesAmt |
| Management And General | $466,036 | ManagementAndGeneralAmt |
| Fundraising | $27,347 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,877 | TotalAmt |
| Program Services | $36,877 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,297,361 | TotalAmt |
| Program Services | $27,108,557 | ProgramServicesAmt |
| Management And General | $188,804 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,535,029 | TotalAmt |
| Program Services | $853,324 | ProgramServicesAmt |
| Management And General | $1,681,705 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|---|
| STAFFING SERVICES | $1,007,372 | $1,007,372 | ||
| MAINTENANCE CONTRACTS | $563,452 | $563,452 | ||
| SPECIAL EVENTS | $545,732 | $545,732 | ||
| ALL OTHER EXPENSES | $1,610,036 | $1,026,960 | $368,797 | $214,279 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500,818,495 | TotalAmt |
| Program Services | $297,197,747 | ProgramServicesAmt |
| Management And General | $190,033,577 | ManagementAndGeneralAmt |
| Fundraising | $13,587,171 | 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 | $144,017,474 | BOYAmt |
| EOY | $144,475,170 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,646,049 | BOYAmt |
| EOY | $108,466,976 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $374,387,232 | BOYAmt |
| EOY | $495,310,613 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $300,000 | BOYAmt |
| EOY | $300,000 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,116,933 | BOYAmt |
| EOY | $26,510,361 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $406,553 | BOYAmt |
| EOY | $310,224 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,292,499 | BOYAmt |
| EOY | $9,282,387 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $794,584,376 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $434,225,854 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,687,133 | BOYAmt |
| EOY | $360,358,522 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,199,055 | BOYAmt |
| EOY | $362,532,940 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $195,717,924 | BOYAmt |
| EOY | $164,134,520 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,977,283 | BOYAmt |
| EOY | $4,873,593 | 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 | $11,986,608 | BOYAmt |
| EOY | $11,977,524 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529,734,743 | BOYAmt |
| EOY | $1,688,532,830 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,907,095 | BOYAmt |
| EOY | $86,635,576 | 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 | $19,122,838 | BOYAmt |
| EOY | $17,998,392 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $591,025,774 | BOYAmt |
| EOY | $705,103,591 | 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 | $29,050,000 | BOYAmt |
| EOY | $29,050,000 | 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 | $104,479,264 | BOYAmt |
| EOY | $282,630,883 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $835,584,971 | BOYAmt |
| EOY | $1,121,418,442 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $328,281,379 | BOYAmt |
| EOY | $167,326,782 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,076,488 | BOYAmt |
| EOY | $197,257,797 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $194,791,905 | BOYAmt |
| EOY | $202,529,809 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $694,149,772 | BOYAmt |
| EOY | $567,114,388 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,529,734,743 | BOYAmt |
| EOY | $1,688,532,830 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $39,673,727 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$11,471,378 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$155,237,733 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $21,806,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,434,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,330,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,423,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,883,580 | CurrentTaxYearAmt |
| Total | $217,879,694 | 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 | $21,806,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,434,459 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $98,330,919 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,423,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $56,883,580 | CurrentTaxYearAmt |
| Total | $217,879,694 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $91,870,368 | SubstantialContributorsTotAmt |
| Public Support Total170 | $126,009,326 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,581,234 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,701,085 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,043,995 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,962,114 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,469,379 | CurrentTaxYearAmt |
| Total | $56,757,807 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $775,205 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $775,205 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $275,412,706 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,999,776,316 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.45753 | PublicSupportCY170Pct |
| Public Support PY170 | 0.34904 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbyingGrp | |
| Total Direct Lobbying | TotalDirectLobbyingGrp | |
| Total Lobbying Expend | TotalLobbyingExpendGrp | |
| Other Exempt Purpose Expend | OtherExemptPurposeExpendGrp | |
| Total Exempt Purpose Expend | TotalExemptPurposeExpendGrp | |
| Lobbying Nontaxable Amount | LobbyingNontaxableAmountGrp | |
| Grassroots Nontaxable | GrassrootsNontaxableGrp | |
| Tot Lbbyng Grassroot Mns Non Tx | TotLbbyngGrassrootMnsNonTxGrp | |
| Tot Lbby Expend Mns Lbbyng Non Tx | TotLbbyExpendMnsLbbyngNonTxGrp | |
| Volunteers | false | VolunteersInd |
| Paid Staff Or Management | false | PaidStaffOrManagementInd |
| Media Advertisements | false | MediaAdvertisementsInd |
| Mailings Members | false | MailingsMembersInd |
| Publications Or Broadcast | false | PublicationsOrBroadcastInd |
| Grants Other Organizations | false | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (true) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $137,700 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | false | RalliesDemonstrationsInd |
| Other Activities | Yes (true) | OtherActivitiesInd |
| Other Activities | $41,424 | OtherActivitiesAmt |
| Total Lobbying Expenditures | $179,124 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | false | NotDescribedSection501c3Ind |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE C, PART II-B, LINE 1 | FormAndLineReferenceDesc |
| Explanation | TJU ENGAGES IN INSUBSTANTIAL AMOUNTS OF LOBBYING ACTIVITIES. IN FY2016, TJU ENGAGED FIRMS TO PROVIDE LOBBYING SERVICES. THESE SERVICES INCLUDED ADVISEMENT, REPRESENTATION AND ADVOCACY ON BEHALF OF TJU REGARDING STRATEGIC INITIATIVES. ADDITIONALLY, TJU MAKES GRANTS TO OTHER ORGANIZATIONS THAT LOBBY ON ITS BEHALF INCLUDING VARIOUS HEALTH AND HOSPITAL ORGANIZATIONS. | ExplanationTxt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $5,603,766 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Art | HeldWorksArtGrp | |
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Coll Used Scholarly Rsrch | Yes (X) | CollUsedScholarlyRsrchInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | false | SolicitedAssetsSaleInd |
| Agent Trustee Etc | false | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | false | InclEscrowCustodialAcctLiabInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $437,750,000 | BeginningYearBalanceAmt |
| Contributions | $81,445,000 | ContributionsAmt |
| Investment Earnings Or Losses | $6,704,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,433,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $17,419,000 | OtherExpendituresAmt |
| Administrative Expenses | $3,105,000 | AdministrativeExpensesAmt |
| End Year Balance | $500,942,000 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $375,697,000 | BeginningYearBalanceAmt |
| Contributions | $63,928,000 | ContributionsAmt |
| Investment Earnings Or Losses | $19,241,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,636,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,511,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,969,000 | AdministrativeExpensesAmt |
| End Year Balance | $437,750,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $336,657,000 | BeginningYearBalanceAmt |
| Contributions | $15,559,000 | ContributionsAmt |
| Investment Earnings Or Losses | $44,062,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $3,337,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,340,000 | OtherExpendituresAmt |
| Administrative Expenses | $2,904,000 | AdministrativeExpensesAmt |
| End Year Balance | $375,697,000 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $314,152,000 | BeginningYearBalanceAmt |
| Contributions | $7,498,000 | ContributionsAmt |
| Investment Earnings Or Losses | $33,994,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $2,916,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $14,109,000 | OtherExpendituresAmt |
| Administrative Expenses | $1,962,000 | AdministrativeExpensesAmt |
| End Year Balance | $336,657,000 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $332,025,000 | BeginningYearBalanceAmt |
| Contributions | $6,629,000 | ContributionsAmt |
| Investment Earnings Or Losses | -$9,624,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,008,921 | GrantsOrScholarshipsAmt |
| Other Expenditures | $7,379,323 | OtherExpendituresAmt |
| Administrative Expenses | $2,489,756 | AdministrativeExpensesAmt |
| End Year Balance | $314,152,000 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.41000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.59000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (true) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $47,576,178 | OtherCostOrOtherBasisAmt |
| Book Value | $47,576,178 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $551,923,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $298,511,941 | DepreciationAmt |
| Book Value | $253,411,176 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovementsGrp |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $182,074,952 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,713,913 | DepreciationAmt |
| Book Value | $46,361,039 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,010,129 | OtherCostOrOtherBasisAmt |
| Book Value | $13,010,129 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $360,358,522 | TotalBookValueLandBuildingsAmt |
| Financial Derivatives | FinancialDerivativesGrp | |
| Closely Held Equity Interests | CloselyHeldEquityInterestsGrp |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| CASH & EQUIVALENTS | $1,454,072 | F |
| PRIVATE EQUITY | $77,869,332 | F |
| REAL ESTATE | $16,227,693 | F |
| HEDGE FUNDS | $68,583,423 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $164,134,520 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PENSION | $191,684,663 |
| INTEREST RATE SWAP | $46,436,860 |
| GRANT ADVANCES | $15,650,582 |
| ACCRUED VACATION | $23,842,198 |
| ACCRUED PROF LIABILITY CLAIMS | $2,224,459 |
| DEFERRED GIVING OBLIGATIONS | $2,792,121 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $282,630,883 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE D, PART III, LINE 4 | TJU MAINTAINS A COLLECTION OF PORTAITS AND MEDICAL/SURGICAL HISTORICAL OBJECTS THAT ARE USED TO DEMONSTRATE TJU'S ACHIEVEMENTS AND CONTRIBUTIONS IN THE STUDY OF MEDICINE. |
| FORM 990, SCHEDULE D, PART V, LINE 4 | Endowment funds are used to support instruction and research programs support professorships, support financial aid for undergraduate, graduate and professional students, support the acquisition of books and other materials in the libraries, and support the on-going operations of the physical plant. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (true) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (true) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (true) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (true) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (true) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (true) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (true) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | false | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | false | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | false | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | false | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | false | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | false | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (true) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | false | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (true) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, SCHEDULE E, PART I, LINE 3 | TJU IS COMMITTED TO PROVIDING EDUCATION & EMPLOYMENT OPPORTUNITITES FOR ALL PERSONS WITHOUT RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION, SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. TJU COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. |
| FORM 990, SCHEDULE E, PART I, LINE 6 | FUNDING IS RECEIVED FROM THE STATE OF DELAWARE (SEE FORM 990, PART VIII, LINE 1E). |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|
| Europe (Including Iceland and Greenland) | Grantmaking | $755,697 |
| Europe (Including Iceland and Greenland) | Investments | $8,972,034 |
| East Asia and the Pacific | Investments | $4,495,926 |
| North America | Investments | $1,509,672 |
| Central America and the Caribbean | Investments | $7,166,503 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Spent | $22,899,832 | SubtotalSpentAmt |
| Total Spent | $22,899,832 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $216,511 | CHECK | N/A | FMV |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $90,685 | CHECK | N/A | FMV |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $35,484 | CHECK | N/A | FMV |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $339,509 | ACH | N/A | FMV |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $36,720 | ACH | N/A | FMV |
| Europe (Including Iceland and Greenland) | SPONSORED RESEARCH | $36,787 | ACH | N/A | FMV |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE F, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | TJU MONITORS SUBRECIPIENTS BY REVIEWING FINANCIAL AND PERFORMANCE REPORTS SUBMITTED BY THE SUBRECIPIENT AND REGULAR CONTACT WITH THE SUBRECIPIENT AND INQUIRIES CONCERNING PROGRAMMATIC ACTIVITIES, INCLUDING QUARTERLY CERTIFICATIONS BY PRINCIPAL INVESTIGATORS THAT WORK IS PROGRESSING ACCORDING TO SCOPE AND THAT DELIVERABLES ARE BEING MET. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (60 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|
| Arcadia University | ||||||||||
| 450 S Easton Road | Glenside | PA | 19038 | 231352620 | 501(c)(3) | $20,757 | FMV | N/A | Biological/medical research | |
| Baruch S Blumberg Institute | ||||||||||
| 3805 Old Easton Road | Doylestown | PA | 18902 | 061671347 | 501(c)(3) | $56,650 | FMV | N/A | Biological/medical research Sponsored Research | |
| Baylor College of Medicine | ||||||||||
| 1 Baylor Plaza MSBCM310 | Houston | TX | 77030 | 741613878 | 501(c)(3) | $154,474 | FMV | N/A | Biological/medical research | |
| Brigham and Women's Hospital | ||||||||||
| 75 Francis Street | Boston | MA | 021156110 | 042312909 | 501(c)(3) | $42,787 | FMV | N/A | Biological/medical research Sponsored Research | |
| Cedars Sinai Medical Center | ||||||||||
| 8700 Beverly Boulevard | Los Angeles | CA | 90048 | 951652905 | 501(c)(3) | $8,147 | FMV | N/A | Biological/medical research Sponsored Research | 6500 Wilshire 1150 |
| CHOP - ABRAMSON PEDIATRIC CANCER RESEARCH | ||||||||||
| 3516 Civic CTR BLVD | Phila | PA | 19104 | 231352166 | 501(c)(3) | $87,820 | FMV | N/A | Biological/medical research | |
| Cleveland Clinic Lerner College of Medicine of Cas | ||||||||||
| 9500 Euclid Avenue | Cleveland | OH | 441950001 | 340714585 | 501(c)(3) | $137,220 | FMV | N/A | Biological/medical research Sponsored Research | |
| Drexel University College of Medicine | ||||||||||
| 3201 Arch Street | Philadelphia | PA | 19104 | 231352630 | 501(c)(3) | $231,043 | FMV | N/A | Biological/medical research | Suite 100 |
| Duke University | ||||||||||
| 2200 W Main Street | Durham | NC | 27705 | 560532129 | 501(c)(3) | $45,794 | FMV | N/A | Biological/medical research | Erwin Square Plaza Suite 820 |
| Florida State University | ||||||||||
| A2200 Univ CTR | Tallahassee | FL | 323062390 | 591961248 | 501(c)(3) | $17,427 | FMV | N/A | Biological/medical research | |
| Fox Chase Cancer Center | ||||||||||
| 306 Cottman Avenue | Philadelphia | PA | 19111 | 232003072 | 501(c)(3) | $15,492 | FMV | N/A | Biological/medical research | |
| GE Global Research | ||||||||||
| 1 Research CirclE | Niskayuna | NY | 12309 | 140689340 | $62,891 | FMV | N/A | Biological/medical research | Bldg KW-C247 | |
| George Washington University | ||||||||||
| 2121 Eye St NW | Washington | DC | 200520001 | 530196584 | 501(c)(3) | $128,588 | FMV | N/A | Biological/medical research | Rice Hall Suite 601 |
| Georgetown University | ||||||||||
| 4000 Reservoir Road | Washington | DC | 20007 | 530196603 | 501(c)(3) | $5,518 | FMV | N/A | Biological/medical research | |
| Hugo W Moser Institute at Kennedy Krieger | ||||||||||
| 707 North Broadway | Baltimore | MD | 212051832 | 521524967 | 501(c)(3) | $27,200 | FMV | N/A | Biological/medical research | |
| Jackson Laboratory | ||||||||||
| 600 Main Street | Bar Harbor | ME | 04609 | 010211513 | 501(c)(3) | $50,452 | FMV | N/A | Biological/medical research | |
| Johns Hopkins University | ||||||||||
| 1101 E 33rd Street | Baltimore | MD | 21218 | 520595110 | 501(c)(3) | $450,196 | FMV | N/A | Biological/medical research | Suite B220 |
| Lankenau Institute for Medical Research | ||||||||||
| 100 Lancaster Avenue | Wynnewood | PA | 19096 | 232175659 | 501(c)(3) | $38,629 | FMV | N/A | Biological/medical research | |
| Lantern Theater Company | ||||||||||
| 923 Ludlow Street | Philadelphia | PA | 19107 | 232798692 | 501(c)(3) | $17,665 | FMV | N/A | Biological/medical research | |
| Lawrence Livermore National Security LLC | ||||||||||
| PO Box 5001 L-435 | Livermore | CA | 94551 | 205622438 | $70,000 | FMV | N/A | Biological/medical research | ||
| Lehigh Valley Health Network | ||||||||||
| 1200 S Cedar Crest | Allentown | PA | 181032602 | 231689692 | 501(c)(3) | $288,267 | FMV | N/A | Biological/medical research | |
| Lutheran Children and Family Services | ||||||||||
| 5401 Rising Sun Ave | Philadelphia | PA | 19120 | 231696007 | 501(c)(3) | $10,243 | FMV | N/A | Biological/medical research | |
| Magee Rehabilitation Hospital | ||||||||||
| 6 Franklin Plaza | Philadelphia | PA | 19102 | 231476328 | 501(c)(3) | $107,626 | FMV | N/A | Biological/medical research | |
| Marywood Uni O'Neil Ctr for Hlthy Family | ||||||||||
| 2300 Adams Avenue | Scranton | PA | 18509 | 240795453 | 501(c)(3) | $7,116 | FMV | N/A | Biological/medical research | |
| The Medical College of Wisconsin Inc | ||||||||||
| 8701 Watertown Plk Rd | Milwaukee | WI | 53226 | 390806261 | 501(c)(3) | $181,011 | FMV | N/A | Biological/medical research | |
| MEE Productions Inc | ||||||||||
| 1 Winding Dr Ste 203 | Philadelphia | PA | 19131 | 232618368 | $26,250 | N/A | FMV | Biological/medical research | ||
| Memorial Hermann Health System | ||||||||||
| 1333 Moursmund St | Houston | TX | 770303405 | 741152597 | 501(c)(3) | $8,250 | N/A | FMV | Biological/medical research | |
| MetroHealth System | ||||||||||
| 2500 MetroHlth Drv | Cleveland | OH | 441091998 | 346004382 | 501(c)(3) | $8,901 | N/A | FMV | Biological/medical research | |
| Mount Sinai School of Medicine | ||||||||||
| 1 Gustave L Levy Place PO Box 1075 | New York | NY | 10029 | 136171197 | 501(c)(3) | $139,262 | FMV | N/A | Biological/medical research | |
| Nationalities Service Center | ||||||||||
| 1216 Arch Street 4th Floor | Philadelphia | PA | 19107 | 231352336 | 501(c)(3) | $17,667 | FMV | N/A | Biological/medical research | |
| duPont Hosp for Child of The Nemours fdn | ||||||||||
| 1600 Rockland Road | Wilmington | DE | 19803 | 590634433 | 501(c)(3) | $89,504 | FMV | N/A | Biological/medical research | |
| New York Blood Center Inc | ||||||||||
| 310 E 67th Street | New York | NY | 100656275 | 131949477 | 501(c)(3) | $171,297 | FMV | N/A | Biological/medical research | |
| Northwestern University | ||||||||||
| 633 Clark Street | Evanston | IL | 60208 | 362167817 | 501(c)(3) | $44,356 | FMV | N/A | Biological/medical research | |
| Ohio State University | ||||||||||
| 1960 Kenny Road | Columbus | OH | 432101016 | 316025986 | $9,711 | FMV | N/A | Biological/medical research | ||
| Reading Hospital | ||||||||||
| 6th Ave Spruce St W | Reading | PA | 19611 | 231352204 | 501(c)(3) | $18,891 | FMV | N/A | Biological/medical research | |
| Research Foundation for Mental Hygiene Inc at the | ||||||||||
| 150 Broadway Suite 301 | Menands | NY | 12204 | 141410842 | 501(c)(3) | $15,179 | FMV | N/A | Biological/medical research | |
| Research Fd for the State Univ of NY | ||||||||||
| PO Box 9 | Albany | NY | 122010009 | 141368361 | 501(c)(3) | $5,705 | FMV | N/A | Biological/medical research | |
| Rowan University | ||||||||||
| 201 Mullica Hill Road | Glassboro | NJ | 08028 | 222764819 | $6,000 | FMV | N/A | Biological/medical research | ||
| Roy N Gay MD PC | ||||||||||
| 2116 Chestnut Street | Philadelphia | PA | 19103 | 251598411 | $40,330 | FMV | N/A | Biological/medical research | ||
| Shepherd Center | ||||||||||
| 2020 Peachtree Rd NW | Atlanta | GA | 303091465 | 510141601 | 501(c)(3) | $5,110 | FMV | N/A | Biological/medical research | |
| Shriners Hospitals for Children | ||||||||||
| 3551 N Broad St | Philadelphia | PA | 191404131 | 362193608 | 501(c)(3) | $42,250 | FMV | N/A | Biological/medical research | |
| St Vincent Medical Center | ||||||||||
| 2200 W 3rd Street | Los Angeles | CA | 90057 | 912154438 | 501(c)(3) | $36,382 | FMV | N/A | Biological/medical research | |
| Temple Univ Office of Cost Analysis and Comp | ||||||||||
| 1007 Wachman Hall 038-17 | Phila | PA | 19122 | 231365971 | $37,970 | FMV | N/A | Biological/medical research | 1805 Broad Street | |
| Commonwealth Medical College | ||||||||||
| 525 Pine Street | Scranton | PA | 185093240 | 260812968 | 501(c)(3) | $6,445 | FMV | N/A | Biological/medical research | |
| Thomas Jefferson University Hospital | ||||||||||
| 111 S 11th Street | Philadelphia | PA | 19107 | 232829095 | 501(c)(3) | $597,688 | FMV | N/A | Biological/medical research | |
| Trustees of the University of Pennsylvania | ||||||||||
| PO Box 785541 | Philadelphia | PA | 19178 | 231352685 | 501(c)(3) | $533,933 | FMV | N/A | Biological/medical research | |
| Regents of The University of California SF | ||||||||||
| 1855 Folsom Street | San Francisco | CA | 94143 | 946036493 | 501(c)(3) | $7,558 | FMV | N/A | Biological/medical research | |
| University of Louisville Research FDN Inc | ||||||||||
| 501 E Broadway Ste 200 | Louisville | KY | 402921798 | 611029626 | 501(c)(3) | $19,591 | FMV | N/A | Biological/medical research | |
| Universal Stabilization Technologies Inc | ||||||||||
| 4050 Sorrento Vly Blvd | San Diego | CA | 92121 | 320047193 | $34,628 | FMV | N/A | Biological/medical research | ||
| University of California San Diego | ||||||||||
| 200 W Arbor Dr | San Diego | CA | 921038756 | 956006144 | $19,553 | FMV | N/A | Biological/medical research | ||
| University of Colorado Denver | ||||||||||
| 13001 E 17th Avenue | Aurora | CO | 80045 | 846000555 | $10,406 | FMV | N/A | Biological/medical research | ||
| University of Delaware | ||||||||||
| 210 Hulihen Hall | Newark | DE | 19716 | 516000297 | 501(c)(3) | $104,692 | FMV | N/A | Biological/medical research | |
| University of Georgia Research FDN Inc | ||||||||||
| 617 Boyd GSRC 200 DW | Athens | GA | 306025016 | 581353149 | 501(c)(3) | $404,470 | FMV | N/A | Biological/medical research | |
| University of Maryland | ||||||||||
| 3112 Lee BLDG | College Park | MD | 207425141 | 526002033 | 501(c)(3) | $185,505 | FMV | N/A | Biological/medical research | |
| University of Michigan | ||||||||||
| 3003 S State Street | Ann Arbor | MI | 48109 | 470929195 | 501(c)(3) | $249,243 | FMV | N/A | Biological/medical research | |
| University of South Alabama | ||||||||||
| 307 N Univ BLVD AD200 | Mobile | AL | 36688 | 630477348 | 501(c)(3) | $21,886 | FMV | N/A | Biological/medical research | |
| University of Texas Southwestern University | ||||||||||
| PO Box 7996 Main Bldg 302 | Austin | TX | 78712 | 756002868 | 501(c)(3) | $291,071 | FMV | N/A | Biological/medical research | Mail Code G1400 |
| Villanova University | ||||||||||
| 800 Lancaster Ave | Villanova | PA | 19085 | 231352688 | 501(c)(3) | $31,924 | FMV | N/A | Biological/medical research | |
| Wills Eye Hospital | ||||||||||
| 840 Walnut St | Philadelphia | PA | 19107 | 236000204 | 501(c)(3) | $52,905 | FMV | N/A | Biological/medical research | |
| Wistar Institute | ||||||||||
| 3601 Spruce Street | Philadelphia | PA | 19104 | 236434390 | 501(c)(3) | $36,381 | FMV | N/A | Biological/medical research | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 55 | Total501c3OrgCnt |
| Total Other Org | 5 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 1302 | RecipientCnt |
| Cash Grant | $13,796,208 | CashGrantAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE I, PART I, LINE 2 | FormAndLineReferenceDesc |
| Explanation | TJU monitors subrecipients by reviewing financial and performance reports submitted by the recipient and regular contact with the subrecipient and inquiries concerning programmatic activities, including quarterly certifications by principal investigators that work is progressing according to scope and that deliverables are being met. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (true) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cristina G Cavalieri Esq | ||||||||||||||
| ASSISTANT SECRETARY | $454,794 | $0 | $123,760 | $0 | $57,381 | $0 | $161,171 | $0 | $15,368 | $0 | $812,474 | $0 | $17,598 | $0 |
| Steven E McKenzie MD Phd | ||||||||||||||
| FORMER VP FOR RESEARCH | $277,289 | $18,636 | $0 | $0 | $10,306 | $0 | $34,450 | $1,864 | $19,416 | $0 | $341,461 | $20,500 | $0 | $0 |
| Michael J Vergare MD | ||||||||||||||
| EVP of Partnerships and Affil. | $497,518 | $4,636 | $108,595 | $0 | $82,093 | $0 | $58,598 | $464 | $17,799 | $0 | $764,603 | $5,100 | $0 | $0 |
| ALFRED SALVATO | ||||||||||||||
| SR VP Finance & CIO | $463,410 | $0 | $217,965 | $0 | $54,357 | $0 | $61,321 | $0 | $15,592 | $0 | $812,645 | $0 | $20,561 | $0 |
| Robert H Rosenwasser MD | ||||||||||||||
| PROFESSOR | $1,365,119 | $227,273 | $83,648 | $0 | $176,262 | $0 | $170,962 | $22,727 | $16,562 | $0 | $1,812,553 | $250,000 | $131,618 | $0 |
| MARK L TYKOCINSKI MD | ||||||||||||||
| PROVOST AND EVP, ACAD. AFFAIRS | $774,632 | $0 | $270,380 | $0 | $107,826 | $0 | $118,649 | $0 | $17,908 | $0 | $1,289,395 | $0 | $67,619 | $0 |
| FREDERICK RUCCIUS | ||||||||||||||
| FMR.CHIEF PHILANTHROPY OFFICER | $120,508 | $0 | $40,489 | $0 | $134,200 | $0 | $16,987 | $0 | $15,641 | $0 | $327,825 | $0 | $4,413 | $0 |
| RONALD BOWLAN | ||||||||||||||
| SVP AND MANAGER | $253,188 | $0 | $76,474 | $0 | $25,012 | $0 | $34,450 | $0 | $19,165 | $0 | $408,289 | $0 | $0 | $0 |
| PHILlIP DOUGLAS HERRICK JR | ||||||||||||||
| FORMER INTERIM CIO | $0 | $0 | $0 | $0 | $156,607 | $0 | $0 | $0 | $142 | $0 | $156,749 | $0 | $0 | $0 |
| KATHLEEN E SQUIRES MD | ||||||||||||||
| FORMER OFFICER | $200,626 | $102,823 | $0 | $0 | $7,099 | $0 | $27,126 | $10,282 | $24,620 | $0 | $259,471 | $113,105 | $0 | $0 |
| JAMES KEEN PHD | ||||||||||||||
| FMR DEAN, CGS & INT. AFFAIRS | $212,091 | $0 | $0 | $0 | $7,300 | $0 | $28,289 | $0 | $16,609 | $0 | $264,289 | $0 | $0 | $0 |
| Theodore F Taraschi PhD | ||||||||||||||
| FMR. VP OF RESEARCH | $253,216 | $0 | $7,732 | $0 | $8,887 | $0 | $34,450 | $0 | $16,915 | $0 | $321,200 | $0 | $0 | $0 |
| Stephen K Klasko MD MBA | ||||||||||||||
| PRESIDENT & TRUSTEE | $1,338,050 | $0 | $573,300 | $0 | $15,594 | $0 | $737,421 | $0 | $17,988 | $0 | $2,682,353 | $0 | $0 | $0 |
| KATHLEEN GALLAGHER | ||||||||||||||
| EVP, COO, CORPORATE | $523,513 | $0 | $203,051 | $0 | $27,006 | $0 | $177,569 | $0 | $15,372 | $0 | $946,511 | $0 | $0 | $0 |
| CHARLES LEWIS | ||||||||||||||
| FORMER SVP EXTERNAL RELATIONS | $13,598 | $0 | $0 | $0 | $450,000 | $0 | $0 | $0 | $0 | $0 | $463,598 | $0 | $0 | $0 |
| PRAVEEN CHOPRA | ||||||||||||||
| EVP, CIO & TIEO | $475,427 | $0 | $180,480 | $0 | $25,553 | $0 | $42,834 | $0 | $25,375 | $0 | $749,669 | $0 | $0 | $0 |
| JOHN EKARIUS | ||||||||||||||
| EVP, CHIEF OF STAFF & CSO | $528,235 | $0 | $199,415 | $0 | $22,380 | $0 | $177,097 | $0 | $7,528 | $0 | $934,655 | $0 | $0 | $0 |
| ELIZABETH DALE | ||||||||||||||
| EVP INSTITUTIONAL ADVANCEMENT | $436,097 | $0 | $201,097 | $0 | $25,246 | $0 | $158,698 | $0 | $9,711 | $0 | $830,849 | $0 | $0 | $0 |
| KIRK GORMAN | ||||||||||||||
| ASSISTANT TREAS. (DEP 6/30/16) | $284,921 | $0 | $127,500 | $0 | $8,513 | $0 | $23,455 | $0 | $3,682 | $0 | $448,071 | $0 | $0 | $0 |
| Jorge Eller MD | ||||||||||||||
| PROFESSOR | $48,363 | $1,102,466 | $0 | $0 | $2,782 | $0 | $212 | $49,523 | $7,736 | $0 | $59,093 | $1,151,989 | $0 | $0 |
| MARC R ROSEN MD | ||||||||||||||
| PROFESSOR | $90,677 | $698,799 | $0 | $622,966 | $22,709 | $0 | $12,870 | $26,500 | $25,017 | $0 | $151,273 | $1,348,265 | $0 | $0 |
| James Evans MD | ||||||||||||||
| PROFESSOR | $41,280 | $875,568 | $0 | $108,890 | $3,987 | $0 | $5,500 | $26,500 | $22,436 | $0 | $73,203 | $1,010,958 | $0 | $0 |
| James Harrop MD | ||||||||||||||
| PROFESSOR | $224,043 | $728,871 | $0 | $383,077 | $3,987 | $0 | $25,500 | $26,500 | $22,313 | $0 | $275,843 | $1,138,448 | $0 | $0 |
| ANNE BOLAND DOCIMO MD | ||||||||||||||
| EVP & CHIEF MEDICAL OFFICER | $689,240 | $0 | $266,750 | $0 | $30,952 | $0 | $36,950 | $0 | $6,997 | $0 | $1,030,889 | $0 | $0 | $0 |
| LAURENCE M MERLIS | ||||||||||||||
| EVP, COO, JEFFERSON HEALTH | $0 | $848,459 | $0 | $219,295 | $0 | $294,261 | $0 | $531,828 | $0 | $10,997 | $0 | $1,904,840 | $0 | $0 |
| JOHN J KELLY MD | ||||||||||||||
| EVP & CHIEF CLINICAL OFFICER | $0 | $509,060 | $0 | $111,554 | $0 | $31,503 | $0 | $98,224 | $0 | $13,174 | $0 | $763,515 | $0 | $0 |
| JOSEPH HILL | ||||||||||||||
| SVP CHIEF DIVERSITY&INCL. OFF. | $259,401 | $0 | $30,000 | $0 | $35,203 | $0 | $0 | $0 | $12,817 | $0 | $337,421 | $0 | $0 | $0 |
| JEFFREY STEVENS | ||||||||||||||
| SVP & CHRO | $107,367 | $0 | $55,500 | $0 | $7,047 | $0 | $0 | $0 | $6,140 | $0 | $176,054 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE J, PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | THREE OFFICERS OF TJU TRAVELED FIRST CLASS DURING THE YEAR. SUCH EXPENSES WERE BUSINESS RELATED AND NOT DEEMED TAXABLE INCOME. FORM 990, SCHEDULE J, PART I, LINE 4A THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII RECEIVED A SEVERANCE OR CHANGE-IN-CONTROL PAYMENT. THE AMOUNTS PAID FOR THE YEAR ARE AS FOLLOWS: CHARLES LEWIS: 450,000 PHILLIP DOUGLAS HERRICK, JR.: 139,531 FREDERICK RUCCIUS: 121,890 FORM 990, SCHEDULE J, PART I, LINE 4B THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII PARTICIPATED IN OR RECEIVED PAYMENT FROM A SERP. THE AMOUNTS ACCRUED/PAID FOR THE YEAR ARE AS FOLLOWS: MICHAEL J. VERGARE, MD: 33,897 ALFRED SALVATO: 21,924 CRISTINA G. CAVALIERI, ESQ.: 18,755 ROBERT H. ROSENWASSER, MD: 139,601 MARK TYKOCINSKI: 71,789 JOSEPH HILL: 27,439 FORM 990, SCHEDULE J, PART I, LINE 7 A PORTION OF THE COMPENSATION FOR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND THE FIVE HIGHEST COMPENSATED EMPLOYEES INCLUDES COMPENSATION THAT IS BASED ON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES, AND FINANCIAL PERFORMANCE. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| PHEFA SERIES 2006A | ||||||||
| A | 232243852 | 70917RHC2 | 2006-12-13 | $27,486,705 | CONSTRUCTION OF ACADEMIC BUILDING | false | false | false |
| PHEFA SERIES 2006B | ||||||||
| B | 232243852 | 70917RHC2 | 2006-12-13 | $63,412,500 | REFUNDING OF PREVIOUS BOND & CAPIT | false | false | false |
| PHEFA SERIES 2010 | ||||||||
| C | 232243852 | 70917RZK4 | 2010-03-31 | $75,417,019 | CONSTRUCTION OF ACADEMIC BUILDING | false | false | false |
| PHEFA SERIES 2012 | ||||||||
| D | 232243852 | 70917r8g3 | 2012-10-04 | $45,634,203 | CAPITAL PURCHASES & IMPROVEMENTS | false | false | false |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Bond DefeasedBondDefeasedAmt | Total ProceedsTotalProceedsAmt | In Reserve FundInReserveFundAmt | Capitalized InterestCapitalizedInterestAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Working Capital ExpendituresWorkingCapitalExpendituresAmt | Capital ExpendituresCapitalExpendituresAmt | Other Spent ProceedsOtherSpentProceedsAmt | UnspentUnspentAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $1,986,705 | $0 | $27,486,705 | $0 | $0 | $0 | $187,166 | $333,184 | $0 | $26,966,355 | $0 | $0 | 2007 | false | false | Yes (true) | Yes (true) |
| B | $27,902,500 | $0 | $63,412,500 | $0 | $0 | $0 | $420,474 | $777,430 | $0 | $0 | $62,214,596 | $0 | 2007 | false | Yes (true) | Yes (true) | Yes (true) |
| C | $417,019 | $0 | $75,417,019 | $0 | $0 | $0 | $787,019 | $0 | $0 | $74,630,000 | $0 | $0 | 2012 | false | false | Yes (true) | Yes (true) |
| D | $4,684,203 | $0 | $45,634,203 | $0 | $0 | $0 | $562,929 | $0 | $0 | $21,285,000 | $23,786,274 | $0 | 2014 | Yes (true) | false | Yes (true) | Yes (true) |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Remedial Action TakenRemedialActionTakenInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | false | Yes (true) | false | false | 0.00230 | 0.00400 | 0.00630 | false | false | false | false |
| B | false | false | 0.00000 | 0.00000 | 0.00000 | false | false | false | false | ||
| C | false | false | false | false | 0.00090 | 0.00040 | 0.00130 | false | false | false | false |
| D | false | false | false | false | 0.00110 | 0.00000 | 0.00110 | false | false | false | false |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Business Name Line1GICProviderName/BusinessNameLine1Txt | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| B | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| C | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
| 0 | ||||||||
| D | false | Yes (true) | false | false | false | 0 | false | Yes (true) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (true) |
| B | Yes (true) |
| C | Yes (true) |
| D | Yes (true) |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION- FORM 990, SCHEDULE K, PART IV, LINE 2C | FormAndLineReferenceDesc |
| Explanation | PHEFA SERIES 2006A -09/17/2007 PHEFA SERIES 2006B - 01/29/2008 PHEFA SERIES 2006B - 01/29/2008 PHEFA SERIES 2010 - 8/15/2012 PHEFA SERIES 2012 - 11/1/2013 | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHEFA SERIES 2015A-G | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 232243852 | BondIssuerEIN |
| CUSIP | 70917SNP4 | CUSIPNum |
| Bond Issued | 2015-02-26 | BondIssuedDt |
| Issue Price | $550,268,991 | IssuePriceAmt |
| Purpose | CONSTRUCTION & REFUNDING OF PREVIO | PurposeDesc |
| Defeased | false | DefeasedInd |
| On Behalf Of Issuer | false | OnBehalfOfIssuerInd |
| Pool Financing | false | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $0 | RetiredAmt |
| Bond Defeased | $0 | BondDefeasedAmt |
| Total Proceeds | $550,268,991 | TotalProceedsAmt |
| In Reserve Fund | $0 | InReserveFundAmt |
| Capitalized Interest | $0 | CapitalizedInterestAmt |
| Refunding Escrow | $0 | RefundingEscrowAmt |
| Issuance Costs From Proceeds | $4,608,598 | IssuanceCostsFromProceedsAmt |
| Credit Enhancement | $0 | CreditEnhancementAmt |
| Working Capital Expenditures | $0 | WorkingCapitalExpendituresAmt |
| Capital Expenditures | $0 | CapitalExpendituresAmt |
| Other Spent Proceeds | $545,660,393 | OtherSpentProceedsAmt |
| Unspent | $0 | UnspentAmt |
| Substantial Completion | 2016 | SubstantialCompletionYr |
| Current Refunding | Yes (true) | CurrentRefundingInd |
| Advance Refunding | false | AdvanceRefundingInd |
| Final Allocation Made | false | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (true) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | false | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | false | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | false | MgmtContractBondFincdPropInd |
| Any Research Agreements | false | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | false | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | false | ChangeInUseBondFinancedPropInd |
| Change In Use Bond Financed Prop | 0.00000 | ChangeInUseBondFinancedPropPct |
| Remedial Action Taken | false | RemedialActionTakenInd |
| Procs Nonqualified Bond Remdtd | false | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | false | Form8038TFiledInd |
| No Rebate Due | Yes (true) | NoRebateDueInd |
| Variable Rate Issue | false | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | false | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested In GIC | false | GrossProceedsInvestedInGICInd |
GIC Provider Name GICProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | 0 | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Proceeds Invested | false | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (true) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (true) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | FORM 990, SCHEDULE K, PART I, LINE D | FormAndLineReferenceDesc |
| Explanation | ADDITIONAL 2015A-G CUSIP NUMBERS: 70917SNB5, 70917SNC3, 70917SND1, 70917SNE9, 70917SNF6, 70917SNG4, 70917SNH2, 70917SNJ8, 70917SNK5, 70917SNL3, 70917SNM1, 70917SNN9, 70917SNQ2, 70917SNR0, 70917SNS8, 70917SNT6, 70917SNU3, 70917SNV1, 70917SNW9, 70917SNX7. | ExplanationTxt |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Stephen Klasko | PersonNm |
| Relationship With Org | President | RelationshipWithOrgTxt |
| Loan Purpose | Mortgage | LoanPurposeTxt |
| Loan From Organization | Yes (X) | LoanFromOrganizationInd |
| Original Principal | $300,000 | OriginalPrincipalAmt |
| Balance Due | $300,000 | BalanceDueAmt |
| Default | false | DefaultInd |
| Board Or Committee Approval | Yes (true) | BoardOrCommitteeApprovalInd |
| Written Agreement | Yes (true) | WrittenAgreementInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $300,000 | TotalBalanceDueAmt |
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| RICHARD ROTHMAN TRUSTEE | |||
| MORE THAN 35% OWNED | $1,346,664 | MAJORITY OWNER | Yes (true) |
| H RONALD KLASKO | |||
| BROTHER TO OFFICER | $19,552 | LEGAL SERVICES | |
Schedule M IRS990ScheduleM
Works Of Art WorksOfArtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 8 | ContributionCnt |
| Noncash Contributions Rpt F990 | $104,000 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 20 | ContributionCnt |
| Noncash Contributions Rpt F990 | $994,689 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET QUOTATION | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 569 | ContributionCnt |
| Noncash Contributions Rpt F990 | $38,400 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | PIANO | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $4,999 | 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 | false | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | IRA BRIND, WILLIAM LANDMAN, AND ROBERT ADELSON - THIS BUSINESS RELATIONSHIP DOES NOT INVOLVE ANY TRANSACTIONS WITH TJU. IRA BRIND AND WILLIAM LANDMAN - THIS BUSINESS RELATIONSHIP DOES NOT INVOLVE ANY TRANSACTIONS WITH TJU. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH TJU FINANCE AND IS REVIEWED INTERNALLY BY MANAGEMENT OF TJU. IT IS THEN PRESENTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THOMAS JEFFERSON UNIVERSITY POLICY NO. 102.13 GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE UNIVERSITYS BOARD OF TRUSTEES. THE CONFLICTS OF INTEREST POLICY IS DESIGNED TO ASSIST THE UNIVERSITY IN EVALUATING ARRANGEMENTS, CONTRACTS, OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. POLICY NO. 102.13 IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH POLICY NO. 102.13, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE UNIVERSITYS CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT, AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. (JULY 1 THROUGH JUNE 30). THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH HE OR SHE ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS, AS THAT TERM IS DEFINED IN POLICY 102.13. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT HE OR SHE WILL ABIDE BY THE UNIVERSITYS CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES UNDER POLICY NO. 102.13 AND QUESTIONS REQUIRED UNDER THE UNIVERSITYS CONFLICT OF INTEREST POLICY NO. 102.3 FOR EMPLOYEES. ALL PERSONS COVERED UNDER THE UNIVERSITYS BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES, AND RELATIONSHIPS THROUGHOUT THE YEAR. THE UNIVERSITY MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE UNIVERSITY COMPILES AND ISSUES TO THE EXECUTIVE COMMITTEE A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS. THE BOARD OF TRUSTEES FOR ITSELF OR THROUGH DELEGATION TO THE AUDIT, COMPLIANCE AND RISK COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES, OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARDS EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE BUT NOT BE LIMITED TO RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS, AND RELATIONSHIPS, THE UNIVERSITY REPORTS ON ITS INTERNAL REVENUE SERVICE FORM 990 AND SCHEDULES INFORMATION OBTAINED FROM THE COI DISCLOSURE PROCESS THAT PERTAINS TO RELATIONSHIPS AND TRANSACTIONS AFFECTING GOVERNANCE RELATED MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15A & 15B | TJU is committed to ensuring that its executive compensation program adheres to the highest standards of regulatory compliance and best practices in corporate governance. The TJU Board of Trustees has charged the Compensation and Human Capital Committee ("The Committee") with the oversight of TJUs executive compensation, including arrangements covering the President and CEO, senior executives and other key employees (including clinical department Chairs and select faculty). The Committee meets multiple times during the year and is comprised of individuals who are independent and do not have conflicts of interest with regard to the compensation arrangements that fall within its purview. The Committees process is designed to satisfy the rebuttable presumption of reasonableness that is available under the intermediate sanctions law, and includes the review of comparability data and the contemporaneous substantiation of its deliberations and decisions. The Committees decisions are made in accordance with TJUs compensation philosophy, which supports TJUs objective of attracting, retaining and motivating talented individuals who have the appropriate experience and skills to achieve the institutions objectives. On an annual basis the Committee reviews appropriate comparability data for similar institutions that reflect the mission, scope and complexity of TJU and its constituent entities. The Committee engages qualified, independent consultants as needed to provide advice on compensation matters and to prepare the comparability data, which are reviewed by the Committee in advance of making its decisions. The Committee reviews and approves compensation for the President and CEO and other senior executives based on market practices, an assessment of performance and other business judgment factors. TJUs executive compensation includes incentive pay, pursuant to which executives are rewarded based on the achievement of organization, entity and individual performance goals that are established in advance of the performance period. These goals are linked to TJUs mission, strategic and operating objectives, and have predetermined weights. At the end of the year, the Committee approves the resulting awards based on a review of performance achievements relative to the goals; in appropriate circumstances, other discretionary factors may be considered when incentives are determined. The Committee makes a determination of the reasonableness of compensation and maintains minutes that document its deliberations and decisions. |
| FORM 990, PART VI, SECTION C, LINE 19 | The organization makes its governing documents, conflicts of interest policy, and financial statements available upon request. |
| FORM 990, PART XI, LINE 9 | TRANSFER OF PENSION FUND FROM CLINICAL PILLAR $(155,237,733) |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|
| JEFFHEDGE LLC | |||||||||
| 1301 2ND AVENUE 18TH FLOOR | SEATTLE | WA | 98101 | 453214379 | INVESTMENTS | DE | $0 | $0 | TJU |
| BILDEX CORP | |||||||||
| 923-925 WALNUT ST | PHILADELPHIA | PA | 19107 | 231718600 | REAL ESTATE | PA | $0 | $10,855,602 | TJU |
| 925 WALNUT HOLDING LLC | |||||||||
| 1020 WALNUT ST 6TH FL | PHILADELPHIA | PA | 19107 | 813840390 | REAL ESTATE | PA | $0 | $10,682,225 | TJU |
| TJU FAIRWATER LLC | |||||||||
| 1020 WALNUT ST 6TH FL | PHILADELPHIA | PA | 19107 | 473445382 | INVESTMENTS | NY | $1,030,008 | $112,358,085 | TJU |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| Jefferson University Physicians | ||||||||||
| 1025 Walnut STREET | Philadelphia | PA | 19107 | 232809585 | Clinical Care | PA | 501(C)(3) | 11, I | TJUH System | Yes (true) |
| EMERGENCY TRANSPORT ASSOCIATES INC | ||||||||||
| 441 NORTH 5TH STREET | PHILADELPHIA | PA | 19107 | 232622004 | HEALTHCARE | PA | 501(C)(3) | 9 | JEFFEX INC | Yes (true) |
| JEFFEX INC | ||||||||||
| 925 CHESTNUT STREET SUITE 311 | PHILADELPHIA | PA | 19107 | 232622009 | HEALTHCARE | PA | 501(C)(3) | 11, I | TJUH SYSTEM | Yes (true) |
| WALNUT HOME THERAPEUTICS INC | ||||||||||
| 919 WALNUT STREET 5TH FLOOR | PHILADELPHIA | PA | 19107 | 232622006 | HEALTHCARE | PA | 501(C)(3) | 9 | JEFFEX INC | Yes (true) |
| SUTHBREIT PROPERTIES LTD | ||||||||||
| 2301 SOUTH BROAD STREET | PHILADELPHIA | PA | 19148 | 232214351 | REAL ESTATE | PA | 501(C)(2) | JEFFEX INC | Yes (true) | |
| JEFFERSON PHYSICIAN SERVICES | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 233026939 | HEALTHCARE | PA | 501(C)(3) | 11, II | TJUH SYSTEM | Yes (true) |
| METHODIST ASSOCIATES IN HEALTHCARE INC | ||||||||||
| 2301 SOUTH BROAD STREET | PHILADELPHIA | PA | 19148 | 232678055 | HEALTHCARE | PA | 501(C)(3) | 11, I | TJUH SYSTEM | Yes (true) |
| METHODIST ASSOC IN HEALTHCARE OF NJ PC | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 233537847 | HEALTHCARE | NJ | 501(C)(3) | 11, I | TJUH SYSTEM | Yes (true) |
| JEFFERSON MEDICAL CARE | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 232858320 | HEALTHCARE | PA | 501(C)(3) | 11, I | TJUH SYSTEM | Yes (true) |
| THOMAS JEFFERSON UNIV HOSPITALS INC | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 232829095 | HEALTHCARE | PA | 501(C)(3) | 3 | TJUH SYSTEM | Yes (true) |
| TJUH SYSTEM INC | ||||||||||
| 111 SOUTH 11TH STREET | PHILADELPHIA | PA | 19107 | 263026795 | HEALTHCARE | PA | 501(C)(3) | 11, II | TJU | Yes (true) |
| JEFFERSON UNIVERSITY PHYSICIANS OF NJ | ||||||||||
| 1020 WALNUT STREET 6TH FL | PHILADELPHIA | PA | 19107 | 464855345 | CLINICAL CARE | NJ | 501(C)(3) | 11, I | JUP | Yes (true) |
| ABINGTON HEALTH | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 271243803 | HEALTHCARE | PA | 501(C)(3) | 11, II | TJU | Yes (true) |
| ABINGTON MEMORIAL HOSPITAL | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 231352152 | HEALTHCARE | PA | 501(C)(3) | 3 | TJU | Yes (true) |
| ABINGTON HEALTH FOUNDATION | ||||||||||
| 1200 OLD YORK ROAD | ABINGTON | PA | 19001 | 232188052 | FUNDRAISING | PA | 501(C)(3) | 7 | TJU | Yes (true) |
| LANSDALE HOSPITAL CORPORATION | ||||||||||
| 100 MEDICAL CAMPUS DRIVE | LANSDALE | PA | 19446 | 263359979 | HEALTHCARE | PA | 501(C)(3) | 3 | TJU | Yes (true) |
| THE JEFFERSON CLUB | ||||||||||
| 1020 LOCUST STREET | PHILADELPHIA | PA | 19107 | 232167488 | SOCIAL CLUB | PA | 501(C)(3) | 11, I | NA | false |
| TJU CARDIOLOGY RESEARCH FOUNDATION | ||||||||||
| 401 CITY AVENUE NO 525 | BALA CYNWYD | PA | 19004 | 311695478 | FUNDRAISING | PA | 501(C)(3) | 11, I | NA | 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 | Predominant Income TypePredominantIncomeTypeTxt |
|---|---|---|---|---|---|---|---|---|
| 1100 Walnut Associates | ||||||||
| 1020 Walnut St | Philadelphia | PA | 19107 | 232332396 | Medical office | PA | NA | N/A |
| RIVERVIEW SURGERY CENTER LP | ||||||||
| 11221 ROE AVENUE SUITE 320 | LEAWOOD | KS | 66211 | 263910345 | HEALTHCARE | PA | NA | N/A |
| RIVERVIEW SURGERY CENTER LLC | ||||||||
| 11221 ROE AVENUE SUITE 320 | LEAWOOD | KS | 66211 | 263911509 | HEALTHCARE | PA | NA | N/A |
| JEFF UNIVERSITY RADIOLOGY | ||||||||
| 840 CRESCENT CENTRE DR SUITE 200 | FRANKLIN | TN | 37067 | 412043518 | HEALTHCARE | PA | NA | N/A |
| JEFFERSON COMP CONCUSSION CTR | ||||||||
| 4050 S 26TH STREET | PHILADELPHIA | PA | 19145 | 464254983 | HEALTHCARE | PA | NA | N/A |
| ROTHMAN ORTHOPAEDIC SPECIALTY HOSP LLC | ||||||||
| 11221 ROE AVE STE 320 | LEAWOOD | KS | 66211 | 270260289 | HEALTHCARE | PA | NA | N/A |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Walnut Realty | |||||||||||||
| 1020 Walnut St 5th FL | Philadelphia | PA | 19107 | 232332416 | real estate | PA | TJU | C CORPORATION | $9,312 | $0 | 1.00000 | Yes (true) | |
| TJU INC | |||||||||||||
| 1020 Walnut St 5th Fl | Philadelphia | PA | 19107 | 232146678 | real estate | PA | TJU | C CORPORATION | $921,893 | $95,886 | 1.00000 | Yes (true) | |
| CHARITABLE REMAINDER TRUSTS (12) | |||||||||||||
| 1020 WALNUT STREET | PHILADELPHIA | PA | 19107 | PA | TRUST | 1.00000 | Yes (true) | N/A | |||||
| JEFFCARE INC | |||||||||||||
| 211 S 9TH ST STE 305 | PHILADELPHIA | PA | 19107 | 232830152 | HEALTHCARE | PA | NA | C CORPORATION | Yes (true) | ||||
| THE ATRIUM CORPORATON | |||||||||||||
| 925 CHESTNUT STREET SUITE 311 | PHILADELPHIA | PA | 19107 | 232075587 | HEALTHCARE | PA | NA | C CORPORATION | Yes (true) | ||||
| HEALTHMARK INC | |||||||||||||
| 2301 SOUTH BROAD STREET | PHILADELPHIA | PA | 19148 | 232259593 | HEALTHCARE | PA | NA | C CORPORATION | Yes (true) | ||||
| MID-ATLANTIC MATERNAL FETAL INSTITUTE | |||||||||||||
| 925 CHESTNUT STREET SUITE 311 | PHILADELPHIA | PA | 19107 | 232922471 | HEALTHCARE | PA | NA | C CORPORATION | Yes (true) | ||||
| MID-ATLANTIC MATERNAL FETAL INSTITUTEPC | |||||||||||||
| 925 CHESTNUT STREET SUITE 311 | PHILADELPHIA | PA | 19107 | 223536371 | HEALTHCARE | NJ | NA | C CORPORATION | Yes (true) | ||||
| EXTERNALLY ADMINISTERED TRUSTS | |||||||||||||
| 1020 WALNUT STREET | PHILADELPHIA | PA | 19107 | NA | TRUST | Yes (true) | |||||||
| 925 WALNUT STREET CORP | |||||||||||||
| 2711 CENTERVILLE ROAD SUITE 400 | WILMINGTON | DE | 19808 | 841657497 | REAL ESTATE | PA | TJU | S CORPORATION | $383,442 | $10,855,602 | Yes (true) | ||
| JEFFERSON ACUTE CARE PHYSICIANS PC | |||||||||||||
| 111 S 11TH ST STE 2210 | PHILADELPHIA | PA | 19107 | 472639286 | HEALTHCARE | PA | NA | C CORPORATION | Yes (true) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (true) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | false | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | 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 | Yes (true) | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (true) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (true) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (true) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| JEFFERSON UNIVERSITY PHYSICIANS | ||
| A,N,O | $33,273,376 | FMV |
| 1100 WALNUT ASSOCIATES | ||
| A,O,P | $527,496 | FMV |
| THOMAS JEFFERSON UNIVERSITY HOSPITALS INC | ||
| J,L,N | $218,636,365 | FMV |