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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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-12T11:03:30-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352651EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THOMAS JEFFERSON UNIVERSITYBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% ALFRED SALVATO SR VPInCareOfNm
Business Name ControlTHOMBusinessNameControlTxt
Phone2155038344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1601 WALNUT STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19106ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPETER D'ANGELISPersonNm
Person TitleEVP & CHIEF FINANCIAL OFFICERPersonTitleTxt
Phone2155037570PhoneNum
Signature2017-05-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonERICA R MCREYNOLDSPreparerPersonNm
PTINP00977806PTIN
Phone2673303000PhoneNum
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

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

US Address USAddress

FieldValueIRS element (for citing)
Address Line1925 CHESTNUT STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$547,759,775GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.jefferson.eduWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1824FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionSEE ATTACHMENT 1ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent21VotingMembersIndependentCnt
Total Employee5058TotalEmployeeCnt
Total Volunteers1996TotalVolunteersCnt
Total Gross UBI$1,580,408TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$18,423,898PYContributionsGrantsAmt
CY Contributions Grants$56,883,580CYContributionsGrantsAmt
PY Program Service Revenue$412,040,779PYProgramServiceRevenueAmt
CY Program Service Revenue$471,455,848CYProgramServiceRevenueAmt
PY Investment Income$9,607,321PYInvestmentIncomeAmt
CY Investment Income$9,770,898CYInvestmentIncomeAmt
PY Other Revenue$1,665,882PYOtherRevenueAmt
CY Other Revenue$2,381,896CYOtherRevenueAmt
PY Total Revenue$441,737,880PYTotalRevenueAmt
CY Total Revenue$540,492,222CYTotalRevenueAmt
PY Grants And Similar Paid$17,213,909PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$19,717,663CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$278,791,164PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$310,926,835CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$13,587,171CYTotalFundraisingExpenseAmt
PY Other Expenses$148,548,814PYOtherExpensesAmt
CY Other Expenses$170,173,997CYOtherExpensesAmt
PY Total Expenses$444,553,887PYTotalExpensesAmt
CY Total Expenses$500,818,495CYTotalExpensesAmt
PY Revenues Less Expenses-$2,816,007PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$39,673,727CYRevenuesLessExpensesAmt
Total Assets BOY$1,529,734,743TotalAssetsBOYAmt
Total Assets EOY$1,688,532,830TotalAssetsEOYAmt
Total Liabilities BOY$835,584,971TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,121,418,442TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$694,149,772NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$567,114,388NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHOMAS 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 SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$205,162,241ExpenseAmt
Grant$13,796,208GrantAmt
Revenue$380,411,846RevenueAmt
DescTHOMAS 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

FieldValueIRS element (for citing)
Expense$92,035,506ExpenseAmt
Grant$5,921,455GrantAmt
Revenue$91,044,002RevenueAmt
DescTJU 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
FieldValueIRS element (for citing)
Total Program Service Expenses$297,197,747TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtYes (true)CollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingYes (true)SchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsYes (true)GrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingYes (true)LoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionYes (true)DeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document935IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee5058EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member21IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonALFRED SALVATO SR VPPersonNm
Phone2155037570PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1625 WALNUT STREETAddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (51 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd
David R Binswanger
TRUSTEE5.00.0Yes (X)$0$0$0
Ira Brind Esq
TRUSTEE5.00.0Yes (X)$0$0$0
William A Landman
TRUSTEE5.00.0Yes (X)$0$0$0
Stephen K Klasko MD MBA
PRESIDENT & TRUSTEE45.012.0Yes (X)$1,926,944$0$755,409Yes (X)
H Richard Haverstick Jr
TREASURER & TRUSTEE5.00.0Yes (X)$0$0$0Yes (X)
Richard W Hevner
CHAIRMAN & TRUSTEE5.02.0Yes (X)$0$0$0Yes (X)
CARO U ROCK
TRUSTEE5.00.0Yes (X)$0$0$0
Richard Rothman MD
TRUSTEE5.00.0Yes (X)$0$0$0
DAVID ARCHIBALD EDD
TRUSTEE5.00.0Yes (X)$0$0$0
STEPHEN CRANE
VICE CHAIR & TRUSTEE5.00.0Yes (X)$0$0$0Yes (X)
BRUCE K ENTWISLE
TRUSTEE5.010.0Yes (X)$0$0$0
MARVIN MASHNER
TRUSTEE5.00.0Yes (X)$0$0$0
JOHN S OYLER ESQ
TRUSTEE5.00.0Yes (X)$0$0$0
DUNCAN B PITCAIRN
TRUSTEE5.00.0Yes (X)$0$0$0
PHILIP J SASSO MD
TRUSTEE5.00.0Yes (X)$0$0$0
MERYLE TWERSKY
TRUSTEE5.00.0Yes (X)$0$0$0
ROBERT P VOGEL ESQ
TRUSTEE5.00.0Yes (X)$0$0$0
JOHN WALP
TRUSTEE5.00.0Yes (X)$0$0$0
PATRICIA WELLENBACH
SECRETARY & TRUSTEE5.00.0Yes (X)$0$0$0Yes (X)
ROBERT S ADELSON ESQ
TRUSTEE5.00.0Yes (X)$0$0$0
VIVIAN PINN MD
TRUSTEE5.00.0Yes (X)$0$0$0
MICHAEL SNEAD
TRUSTEE5.00.0Yes (X)$0$0$0
Cristina G Cavalieri Esq
ASSISTANT SECRETARY40.014.0$635,935$0$176,539Yes (X)
MARK L TYKOCINSKI MD
PROVOST AND EVP, ACAD. AFFAIRS45.09.0$1,152,838$0$136,557Yes (X)
KATHLEEN GALLAGHER
EVP, COO, CORPORATE40.00.0$753,570$0$192,941Yes (X)
PRAVEEN CHOPRA
EVP, CIO & TIEO40.00.0$681,460$0$68,209Yes (X)
JOHN EKARIUS
EVP, CHIEF OF STAFF & CSO40.00.0$750,030$0$184,625Yes (X)
ELIZABETH DALE
EVP INSTITUTIONAL ADVANCEMENT40.00.0$662,440$0$168,409Yes (X)
KIRK GORMAN
ASSISTANT TREAS. (DEP 6/30/16)40.012.0$420,934$0$27,137Yes (X)
ANNE BOLAND DOCIMO MD
EVP & CHIEF MEDICAL OFFICER45.018.0$986,942$0$43,947Yes (X)
LAURENCE M MERLIS
EVP, COO, JEFFERSON HEALTH1.062.0$0$1,362,015$542,825Yes (X)
JOHN J KELLY MD
EVP & CHIEF CLINICAL OFFICER1.056.0$0$652,117$111,398Yes (X)
JOSEPH HILL
SVP CHIEF DIVERSITY&INCL. OFF.40.00.0$324,604$0$12,817Yes (X)
Rosalyn Ritts
EVP, CHIEF INNOVATION OFFICER40.00.0$61,111$0$2,546Yes (X)
JEFFREY STEVENS
SVP & CHRO40.00.0$169,914$0$6,140Yes (X)
PETER DEANGELIS JR
EVP CFO (EFF 6/25/16)40.012.0$0$0$0Yes (X)
Michael J Vergare MD
EVP of Partnerships and Affil.38.02.0$688,206$4,636$76,861Yes (X)
ALFRED SALVATO
SR VP Finance & CIO40.00.0$735,732$0$76,913Yes (X)
RONALD BOWLAN
SVP AND MANAGER40.00.0$354,674$0$53,615Yes (X)
Robert H Rosenwasser MD
PROFESSOR34.06.0$1,625,029$227,273$210,251Yes (X)
Jorge Eller MD
PROFESSOR4.036.0$51,145$1,102,466$57,471Yes (X)
MARC R ROSEN MD
PROFESSOR4.036.0$113,386$1,321,765$64,387Yes (X)
James Evans MD
PROFESSOR4.036.0$45,267$984,458$54,436Yes (X)
James Harrop MD
PROFESSOR4.036.0$228,030$1,111,948$74,313Yes (X)
FREDERICK RUCCIUS
FMR.CHIEF PHILANTHROPY OFFICER0.00.0$295,197$0$32,628Yes (X)
Theodore F Taraschi PhD
FMR. VP OF RESEARCH0.00.0$269,835$0$51,365Yes (X)
Steven E McKenzie MD Phd
FORMER VP FOR RESEARCH0.00.0$287,595$18,636$55,730Yes (X)
PHILlIP DOUGLAS HERRICK JR
FORMER INTERIM CIO0.00.0$156,607$0$142Yes (X)
KATHLEEN E SQUIRES MD
FORMER OFFICER0.00.0$207,725$102,823$62,028Yes (X)
JAMES KEEN PHD
FMR DEAN, CGS & INT. AFFAIRS0.00.0$219,391$0$44,898Yes (X)
CHARLES LEWIS
FORMER SVP EXTERNAL RELATIONS0.00.0$463,598$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$14,268,139TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$6,888,137TotReportableCompRltdOrgAmt
Total Other Compensation$3,344,537TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K639IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
P AGNES INC
2101 PENROSE AVENUEPHILADELPHIAPA19145CONSTRUCTION$3,606,145
GE HEALTHCARE IITS USA CORP
15724 COLLECTIONS CENTER DRIVECHICAGOIL60693HEALTH SOFTWARE$2,512,390
CANUSO JORDEN INC
1839 BUSTLETON PIKEFEASTERVILLEPA19053CONTRACTORS$1,989,293
HARMELIN ASSOCIATES INC
525 RIGHTERS FERRY ROADBALA CYNWYDPA19004ADVERTISING AGENCY$1,758,497
OTIS ELEVATOR CO
PO BOX 13716NEWARKNJ071880716ELEVATOR CONTRACTOR$1,312,090
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K73CntrctRcvdGreaterThan100KCnt
Government Grants$1,000,000GovernmentGrantsAmt
All Other Contributions$55,883,580AllOtherContributionsAmt
Noncash Contributions$1,142,088NoncashContributionsAmt
Total Contributions$56,883,580TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EDUCATION611300$380,411,846$380,411,846
RESEARCH547712$91,044,002$91,044,002
FieldValueIRS element (for citing)
Total Program Service Revenue$471,455,848TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,400,338TotalRevenueColumnAmt
Unrelated Business Revenue$976,261UnrelatedBusinessRevenueAmt
Exclusion$1,424,077ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$9,045,302RealAmt

Less Rental Expenses LessRentalExpensesGrp

FieldValueIRS element (for citing)
Real$7,267,553RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$1,777,749RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,777,749TotalRevenueColumnAmt
Exclusion$1,777,749ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,370,560SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$7,370,560SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$7,370,560TotalRevenueColumnAmt
Exclusion$7,370,560ExclusionAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
BOOKSTORE541800$8,630$8,630
PARKING541800$595,517$595,517
FieldValueIRS element (for citing)
Other Revenue Total$604,147OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$540,492,222TotalRevenueColumnAmt
Related Or Exempt Func Income$471,455,848RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,580,408UnrelatedBusinessRevenueAmt
Exclusion$10,572,386ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$5,165,758TotalAmt
Program Services$5,165,758ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$13,796,208TotalAmt
Program Services$13,796,208ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$755,697TotalAmt
Program Services$755,697ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$10,160,973TotalAmt
Management And General$9,725,161ManagementAndGeneralAmt
Fundraising$435,812FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$1,396,247TotalAmt
Management And General$1,396,247ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$231,863,452TotalAmt
Program Services$144,809,874ProgramServicesAmt
Management And General$79,894,209ManagementAndGeneralAmt
Fundraising$7,159,369FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$26,216,808TotalAmt
Program Services$16,531,345ProgramServicesAmt
Management And General$8,868,157ManagementAndGeneralAmt
Fundraising$817,306FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$23,991,780TotalAmt
Program Services$8,474,465ProgramServicesAmt
Management And General$14,451,934ManagementAndGeneralAmt
Fundraising$1,065,381FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$17,297,575TotalAmt
Program Services$10,775,904ProgramServicesAmt
Management And General$6,018,889ManagementAndGeneralAmt
Fundraising$502,782FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$266,221TotalAmt
Program Services$180,372ProgramServicesAmt
Management And General$85,849ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,490,603TotalAmt
Program Services$1,867,082ProgramServicesAmt
Management And General$2,623,521ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$781,795TotalAmt
Management And General$781,795ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$179,124TotalAmt
Management And General$179,124ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$3,758,603TotalAmt
Program Services$18,475ProgramServicesAmt
Management And General$3,740,128ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$21,190,202TotalAmt
Program Services$4,378,801ProgramServicesAmt
Management And General$16,190,516ManagementAndGeneralAmt
Fundraising$620,885FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,632,743TotalAmt
Program Services$242,714ProgramServicesAmt
Management And General$11,389,094ManagementAndGeneralAmt
Fundraising$935FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$13,953,543TotalAmt
Program Services$7,293,184ProgramServicesAmt
Management And General$5,634,522ManagementAndGeneralAmt
Fundraising$1,025,837FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$18,124,537TotalAmt
Program Services$1,078,259ProgramServicesAmt
Management And General$16,836,141ManagementAndGeneralAmt
Fundraising$210,137FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$57,235,485TotalAmt
Program Services$49,719,830ProgramServicesAmt
Management And General$6,896,479ManagementAndGeneralAmt
Fundraising$619,176FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$3,530,424TotalAmt
Program Services$2,955,267ProgramServicesAmt
Management And General$387,482ManagementAndGeneralAmt
Fundraising$187,675FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,434,858TotalAmt
Program Services$941,475ProgramServicesAmt
Management And General$466,036ManagementAndGeneralAmt
Fundraising$27,347FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$36,877TotalAmt
Program Services$36,877ProgramServicesAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$27,297,361TotalAmt
Program Services$27,108,557ProgramServicesAmt
Management And General$188,804ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,535,029TotalAmt
Program Services$853,324ProgramServicesAmt
Management And General$1,681,705ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmtProgram 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

FieldValueIRS element (for citing)
Total$500,818,495TotalAmt
Program Services$297,197,747ProgramServicesAmt
Management And General$190,033,577ManagementAndGeneralAmt
Fundraising$13,587,171FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

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

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$144,017,474BOYAmt
EOY$144,475,170EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$82,646,049BOYAmt
EOY$108,466,976EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$374,387,232BOYAmt
EOY$495,310,613EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$26,116,933BOYAmt
EOY$26,510,361EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$406,553BOYAmt
EOY$310,224EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,292,499BOYAmt
EOY$9,282,387EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$794,584,376LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$434,225,854LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$347,687,133BOYAmt
EOY$360,358,522EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$335,199,055BOYAmt
EOY$362,532,940EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$195,717,924BOYAmt
EOY$164,134,520EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$3,977,283BOYAmt
EOY$4,873,593EOYAmt

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$11,986,608BOYAmt
EOY$11,977,524EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$1,529,734,743BOYAmt
EOY$1,688,532,830EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$91,907,095BOYAmt
EOY$86,635,576EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$19,122,838BOYAmt
EOY$17,998,392EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$591,025,774BOYAmt
EOY$705,103,591EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$29,050,000BOYAmt
EOY$29,050,000EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$104,479,264BOYAmt
EOY$282,630,883EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$835,584,971BOYAmt
EOY$1,121,418,442EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$328,281,379BOYAmt
EOY$167,326,782EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$171,076,488BOYAmt
EOY$197,257,797EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$194,791,905BOYAmt
EOY$202,529,809EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$694,149,772BOYAmt
EOY$567,114,388EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$1,529,734,743BOYAmt
EOY$1,688,532,830EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$39,673,727ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$11,471,378NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$155,237,733OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
SchoolYes (X)SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,806,838CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,434,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$98,330,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,423,898CurrentTaxYearMinus1YearAmt
Current Tax Year$56,883,580CurrentTaxYearAmt
Total$217,879,694TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$21,806,838CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,434,459CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$98,330,919CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$18,423,898CurrentTaxYearMinus1YearAmt
Current Tax Year$56,883,580CurrentTaxYearAmt
Total$217,879,694TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$91,870,368SubstantialContributorsTotAmt
Public Support Total170$126,009,326PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$7,581,234CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$14,701,085CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$12,043,995CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$11,962,114CurrentTaxYearMinus1YearAmt
Current Tax Year$10,469,379CurrentTaxYearAmt
Total$56,757,807TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$775,205CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$775,205TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$0CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$0CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$0CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$0CurrentTaxYearMinus1YearAmt
Current Tax Year$0CurrentTaxYearAmt
Total$0TotalAmt
FieldValueIRS element (for citing)
Total Support$275,412,706TotalSupportAmt
Gross Receipts Rltd Activities$1,999,776,316GrossReceiptsRltdActivitiesAmt
Public Support CY1700.45753PublicSupportCY170Pct
Public Support PY1700.34904PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (true)DirectContactLegislatorsInd
Direct Contact Legislators$137,700DirectContactLegislatorsAmt
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$41,424OtherActivitiesAmt
Total Lobbying Expenditures$179,124TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE C, PART II-B, LINE 1FormAndLineReferenceDesc
ExplanationTJU 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

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

CY Endwmt Fund CYEndwmtFundGrp

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

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$314,152,000BeginningYearBalanceAmt
Contributions$7,498,000ContributionsAmt
Investment Earnings Or Losses$33,994,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$2,916,000GrantsOrScholarshipsAmt
Other Expenditures$14,109,000OtherExpendituresAmt
Administrative Expenses$1,962,000AdministrativeExpensesAmt
End Year Balance$336,657,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$332,025,000BeginningYearBalanceAmt
Contributions$6,629,000ContributionsAmt
Investment Earnings Or Losses-$9,624,000InvestmentEarningsOrLossesAmt
Grants Or Scholarships$5,008,921GrantsOrScholarshipsAmt
Other Expenditures$7,379,323OtherExpendituresAmt
Administrative Expenses$2,489,756AdministrativeExpensesAmt
End Year Balance$314,152,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.41000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.59000PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (true)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

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

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$551,923,117OtherCostOrOtherBasisAmt
Depreciation$298,511,941DepreciationAmt
Book Value$253,411,176BookValueAmt
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovementsGrp

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$182,074,952OtherCostOrOtherBasisAmt
Depreciation$135,713,913DepreciationAmt
Book Value$46,361,039BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$13,010,129OtherCostOrOtherBasisAmt
Book Value$13,010,129BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$360,358,522TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
CASH & EQUIVALENTS$1,454,072F
PRIVATE EQUITY$77,869,332F
REAL ESTATE$16,227,693F
HEDGE FUNDS$68,583,423F
FieldValueIRS element (for citing)
Total Book Value Securities$164,134,520TotalBookValueSecuritiesAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)

DescDescAmtAmt
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
FieldValueIRS element (for citing)
Total Liability$282,630,883TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE D, PART III, LINE 4TJU 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 4Endowment funds are used to support instruction and research programs support professorships, support financial aid for undergraduate, graduate and professional students, support the acquisition of books and other materials in the libraries, and support the on-going operations of the physical plant.

Schedule E IRS990ScheduleE

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

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, SCHEDULE E, PART I, LINE 3TJU 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 6FUNDING IS RECEIVED FROM THE STATE OF DELAWARE (SEE FORM 990, PART VIII, LINE 1E).

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)

RegionRegionTxtType Of Activities ConductedTypeOfActivitiesConductedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Europe (Including Iceland and Greenland)Grantmaking$755,697
Europe (Including Iceland and Greenland)Investments$8,972,034
East Asia and the PacificInvestments$4,495,926
North AmericaInvestments$1,509,672
Central America and the CaribbeanInvestments$7,166,503
FieldValueIRS element (for citing)
Subtotal Spent$22,899,832SubtotalSpentAmt
Total Spent$22,899,832TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (6 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxtDescription Of Non Cash AsstDescriptionOfNonCashAsstTxtValuation Method UsedValuationMethodUsedDesc
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$216,511CHECKN/AFMV
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$90,685CHECKN/AFMV
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$35,484CHECKN/AFMV
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$339,509ACHN/AFMV
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$36,720ACHN/AFMV
Europe (Including Iceland and Greenland)SPONSORED RESEARCH$36,787ACHN/AFMV
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org3TotalOtherOrgCnt
Transfer To Foreign CorpYes (true)TransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipYes (true)ForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE F, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTJU 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

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

Recipient Table RecipientTable (60 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
Arcadia University
450 S Easton RoadGlensidePA19038231352620501(c)(3)$20,757FMVN/ABiological/medical research
Baruch S Blumberg Institute
3805 Old Easton RoadDoylestownPA18902061671347501(c)(3)$56,650FMVN/ABiological/medical research Sponsored Research
Baylor College of Medicine
1 Baylor Plaza MSBCM310HoustonTX77030741613878501(c)(3)$154,474FMVN/ABiological/medical research
Brigham and Women's Hospital
75 Francis StreetBostonMA021156110042312909501(c)(3)$42,787FMVN/ABiological/medical research Sponsored Research
Cedars Sinai Medical Center
8700 Beverly BoulevardLos AngelesCA90048951652905501(c)(3)$8,147FMVN/ABiological/medical research Sponsored Research6500 Wilshire 1150
CHOP - ABRAMSON PEDIATRIC CANCER RESEARCH
3516 Civic CTR BLVDPhilaPA19104231352166501(c)(3)$87,820FMVN/ABiological/medical research
Cleveland Clinic Lerner College of Medicine of Cas
9500 Euclid AvenueClevelandOH441950001340714585501(c)(3)$137,220FMVN/ABiological/medical research Sponsored Research
Drexel University College of Medicine
3201 Arch StreetPhiladelphiaPA19104231352630501(c)(3)$231,043FMVN/ABiological/medical researchSuite 100
Duke University
2200 W Main StreetDurhamNC27705560532129501(c)(3)$45,794FMVN/ABiological/medical researchErwin Square Plaza Suite 820
Florida State University
A2200 Univ CTRTallahasseeFL323062390591961248501(c)(3)$17,427FMVN/ABiological/medical research
Fox Chase Cancer Center
306 Cottman AvenuePhiladelphiaPA19111232003072501(c)(3)$15,492FMVN/ABiological/medical research
GE Global Research
1 Research CirclENiskayunaNY12309140689340$62,891FMVN/ABiological/medical researchBldg KW-C247
George Washington University
2121 Eye St NWWashingtonDC200520001530196584501(c)(3)$128,588FMVN/ABiological/medical researchRice Hall Suite 601
Georgetown University
4000 Reservoir RoadWashingtonDC20007530196603501(c)(3)$5,518FMVN/ABiological/medical research
Hugo W Moser Institute at Kennedy Krieger
707 North BroadwayBaltimoreMD212051832521524967501(c)(3)$27,200FMVN/ABiological/medical research
Jackson Laboratory
600 Main StreetBar HarborME04609010211513501(c)(3)$50,452FMVN/ABiological/medical research
Johns Hopkins University
1101 E 33rd StreetBaltimoreMD21218520595110501(c)(3)$450,196FMVN/ABiological/medical researchSuite B220
Lankenau Institute for Medical Research
100 Lancaster AvenueWynnewoodPA19096232175659501(c)(3)$38,629FMVN/ABiological/medical research
Lantern Theater Company
923 Ludlow StreetPhiladelphiaPA19107232798692501(c)(3)$17,665FMVN/ABiological/medical research
Lawrence Livermore National Security LLC
PO Box 5001 L-435LivermoreCA94551205622438$70,000FMVN/ABiological/medical research
Lehigh Valley Health Network
1200 S Cedar CrestAllentownPA181032602231689692501(c)(3)$288,267FMVN/ABiological/medical research
Lutheran Children and Family Services
5401 Rising Sun AvePhiladelphiaPA19120231696007501(c)(3)$10,243FMVN/ABiological/medical research
Magee Rehabilitation Hospital
6 Franklin PlazaPhiladelphiaPA19102231476328501(c)(3)$107,626FMVN/ABiological/medical research
Marywood Uni O'Neil Ctr for Hlthy Family
2300 Adams AvenueScrantonPA18509240795453501(c)(3)$7,116FMVN/ABiological/medical research
The Medical College of Wisconsin Inc
8701 Watertown Plk RdMilwaukeeWI53226390806261501(c)(3)$181,011FMVN/ABiological/medical research
MEE Productions Inc
1 Winding Dr Ste 203PhiladelphiaPA19131232618368$26,250N/AFMVBiological/medical research
Memorial Hermann Health System
1333 Moursmund StHoustonTX770303405741152597501(c)(3)$8,250N/AFMVBiological/medical research
MetroHealth System
2500 MetroHlth DrvClevelandOH441091998346004382501(c)(3)$8,901N/AFMVBiological/medical research
Mount Sinai School of Medicine
1 Gustave L Levy Place PO Box 1075New YorkNY10029136171197501(c)(3)$139,262FMVN/ABiological/medical research
Nationalities Service Center
1216 Arch Street 4th FloorPhiladelphiaPA19107231352336501(c)(3)$17,667FMVN/ABiological/medical research
duPont Hosp for Child of The Nemours fdn
1600 Rockland RoadWilmingtonDE19803590634433501(c)(3)$89,504FMVN/ABiological/medical research
New York Blood Center Inc
310 E 67th StreetNew YorkNY100656275131949477501(c)(3)$171,297FMVN/ABiological/medical research
Northwestern University
633 Clark StreetEvanstonIL60208362167817501(c)(3)$44,356FMVN/ABiological/medical research
Ohio State University
1960 Kenny RoadColumbusOH432101016316025986$9,711FMVN/ABiological/medical research
Reading Hospital
6th Ave Spruce St WReadingPA19611231352204501(c)(3)$18,891FMVN/ABiological/medical research
Research Foundation for Mental Hygiene Inc at the
150 Broadway Suite 301MenandsNY12204141410842501(c)(3)$15,179FMVN/ABiological/medical research
Research Fd for the State Univ of NY
PO Box 9AlbanyNY122010009141368361501(c)(3)$5,705FMVN/ABiological/medical research
Rowan University
201 Mullica Hill RoadGlassboroNJ08028222764819$6,000FMVN/ABiological/medical research
Roy N Gay MD PC
2116 Chestnut StreetPhiladelphiaPA19103251598411$40,330FMVN/ABiological/medical research
Shepherd Center
2020 Peachtree Rd NWAtlantaGA303091465510141601501(c)(3)$5,110FMVN/ABiological/medical research
Shriners Hospitals for Children
3551 N Broad StPhiladelphiaPA191404131362193608501(c)(3)$42,250FMVN/ABiological/medical research
St Vincent Medical Center
2200 W 3rd StreetLos AngelesCA90057912154438501(c)(3)$36,382FMVN/ABiological/medical research
Temple Univ Office of Cost Analysis and Comp
1007 Wachman Hall 038-17PhilaPA19122231365971$37,970FMVN/ABiological/medical research1805 Broad Street
Commonwealth Medical College
525 Pine StreetScrantonPA185093240260812968501(c)(3)$6,445FMVN/ABiological/medical research
Thomas Jefferson University Hospital
111 S 11th StreetPhiladelphiaPA19107232829095501(c)(3)$597,688FMVN/ABiological/medical research
Trustees of the University of Pennsylvania
PO Box 785541PhiladelphiaPA19178231352685501(c)(3)$533,933FMVN/ABiological/medical research
Regents of The University of California SF
1855 Folsom StreetSan FranciscoCA94143946036493501(c)(3)$7,558FMVN/ABiological/medical research
University of Louisville Research FDN Inc
501 E Broadway Ste 200LouisvilleKY402921798611029626501(c)(3)$19,591FMVN/ABiological/medical research
Universal Stabilization Technologies Inc
4050 Sorrento Vly BlvdSan DiegoCA92121320047193$34,628FMVN/ABiological/medical research
University of California San Diego
200 W Arbor DrSan DiegoCA921038756956006144$19,553FMVN/ABiological/medical research
University of Colorado Denver
13001 E 17th AvenueAuroraCO80045846000555$10,406FMVN/ABiological/medical research
University of Delaware
210 Hulihen HallNewarkDE19716516000297501(c)(3)$104,692FMVN/ABiological/medical research
University of Georgia Research FDN Inc
617 Boyd GSRC 200 DWAthensGA306025016581353149501(c)(3)$404,470FMVN/ABiological/medical research
University of Maryland
3112 Lee BLDGCollege ParkMD207425141526002033501(c)(3)$185,505FMVN/ABiological/medical research
University of Michigan
3003 S State StreetAnn ArborMI48109470929195501(c)(3)$249,243FMVN/ABiological/medical research
University of South Alabama
307 N Univ BLVD AD200MobileAL36688630477348501(c)(3)$21,886FMVN/ABiological/medical research
University of Texas Southwestern University
PO Box 7996 Main Bldg 302AustinTX78712756002868501(c)(3)$291,071FMVN/ABiological/medical researchMail Code G1400
Villanova University
800 Lancaster AveVillanovaPA19085231352688501(c)(3)$31,924FMVN/ABiological/medical research
Wills Eye Hospital
840 Walnut StPhiladelphiaPA19107236000204501(c)(3)$52,905FMVN/ABiological/medical research
Wistar Institute
3601 Spruce StreetPhiladelphiaPA19104236434390501(c)(3)$36,381FMVN/ABiological/medical research
FieldValueIRS element (for citing)
Total501c3 Org55Total501c3OrgCnt
Total Other Org5TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeSCHOLARSHIPSGrantTypeTxt
Recipient1302RecipientCnt
Cash Grant$13,796,208CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Non Cash AssistanceN/ANonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE I, PART I, LINE 2FormAndLineReferenceDesc
ExplanationTJU 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

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

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (28 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
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

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J, PART I, LINE 1AFormAndLineReferenceDesc
ExplanationTHREE 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 ReferenceBondReferenceCdBond Issuer EINBondIssuerEINCUSIPCUSIPNumBond IssuedBondIssuedDtIssue PriceIssuePriceAmtPurposePurposeDescDefeasedDefeasedIndOn Behalf Of IssuerOnBehalfOfIssuerIndPool FinancingPoolFinancingInd
PHEFA SERIES 2006A
A23224385270917RHC22006-12-13$27,486,705CONSTRUCTION OF ACADEMIC BUILDINGfalsefalsefalse
PHEFA SERIES 2006B
B23224385270917RHC22006-12-13$63,412,500REFUNDING OF PREVIOUS BOND & CAPITfalsefalsefalse
PHEFA SERIES 2010
C23224385270917RZK42010-03-31$75,417,019CONSTRUCTION OF ACADEMIC BUILDINGfalsefalsefalse
PHEFA SERIES 2012
D23224385270917r8g32012-10-04$45,634,203CAPITAL PURCHASES & IMPROVEMENTSfalsefalsefalse

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCdRetiredRetiredAmtBond DefeasedBondDefeasedAmtTotal ProceedsTotalProceedsAmtIn Reserve FundInReserveFundAmtCapitalized InterestCapitalizedInterestAmtRefunding EscrowRefundingEscrowAmtIssuance Costs From ProceedsIssuanceCostsFromProceedsAmtCredit EnhancementCreditEnhancementAmtWorking Capital ExpendituresWorkingCapitalExpendituresAmtCapital ExpendituresCapitalExpendituresAmtOther Spent ProceedsOtherSpentProceedsAmtUnspentUnspentAmtSubstantial CompletionSubstantialCompletionYrCurrent RefundingCurrentRefundingIndAdvance RefundingAdvanceRefundingIndFinal Allocation MadeFinalAllocationMadeIndAdequate Books And Rec MaintAdequateBooksAndRecMaintInd
A$1,986,705$0$27,486,705$0$0$0$187,166$333,184$0$26,966,355$0$02007falsefalseYes (true)Yes (true)
B$27,902,500$0$63,412,500$0$0$0$420,474$777,430$0$0$62,214,596$02007falseYes (true)Yes (true)Yes (true)
C$417,019$0$75,417,019$0$0$0$787,019$0$0$74,630,000$0$02012falsefalseYes (true)Yes (true)
D$4,684,203$0$45,634,203$0$0$0$562,929$0$0$21,285,000$23,786,274$02014Yes (true)falseYes (true)Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCdOwning Bond Financed PropertyOwningBondFinancedPropertyIndAny Lease ArrangementsAnyLeaseArrangementsIndMgmt Contract Bond Fincd PropMgmtContractBondFincdPropIndAny Research AgreementsAnyResearchAgreementsIndPrivate Bus Use By OthersPrivateBusUseByOthersPctPrivate Bus Concerning UBIPrivateBusConcerningUBIPctTotal Private Business UseTotalPrivateBusinessUsePctBond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestIndChange In Use Bond Financed PropChangeInUseBondFinancedPropIndRemedial Action TakenRemedialActionTakenIndProcs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
AfalseYes (true)falsefalse0.002300.004000.00630falsefalsefalsefalse
Bfalsefalse0.000000.000000.00000falsefalsefalsefalse
Cfalsefalsefalsefalse0.000900.000400.00130falsefalsefalsefalse
Dfalsefalsefalsefalse0.001100.000000.00110falsefalsefalsefalse

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCdForm8038 T FiledForm8038TFiledIndNo Rebate DueNoRebateDueIndVariable Rate IssueVariableRateIssueIndHedge Identified In Bks And RecHedgeIdentifiedInBksAndRecIndGross Proceeds Invested In GICGrossProceedsInvestedInGICIndBusiness Name Line1GICProviderName/BusinessNameLine1TxtGross Proceeds InvestedGrossProceedsInvestedIndWritten Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
AfalseYes (true)falsefalsefalse0falseYes (true)
0
BfalseYes (true)falsefalsefalse0falseYes (true)
0
CfalseYes (true)falsefalsefalse0falseYes (true)
0
DfalseYes (true)falsefalsefalse0falseYes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

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

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSUPPLEMENTAL INFORMATION- FORM 990, SCHEDULE K, PART IV, LINE 2CFormAndLineReferenceDesc
ExplanationPHEFA 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 - 11/1/2013ExplanationTxt

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1PHEFA SERIES 2015A-GBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN232243852BondIssuerEIN
CUSIP70917SNP4CUSIPNum
Bond Issued2015-02-26BondIssuedDt
Issue Price$550,268,991IssuePriceAmt
PurposeCONSTRUCTION & REFUNDING OF PREVIOPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$0RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$550,268,991TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$4,608,598IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$0CapitalExpendituresAmt
Other Spent Proceeds$545,660,393OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2016SubstantialCompletionYr
Current RefundingYes (true)CurrentRefundingInd
Advance RefundingfalseAdvanceRefundingInd
Final Allocation MadefalseFinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Change In Use Bond Financed Prop0.00000ChangeInUseBondFinancedPropPct
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdfalseProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
No Rebate DueYes (true)NoRebateDueInd
Variable Rate IssuefalseVariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE K, PART I, LINE DFormAndLineReferenceDesc
ExplanationADDITIONAL 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

FieldValueIRS element (for citing)
PersonStephen KlaskoPersonNm
Relationship With OrgPresidentRelationshipWithOrgTxt
Loan PurposeMortgageLoanPurposeTxt
Loan From OrganizationYes (X)LoanFromOrganizationInd
Original Principal$300,000OriginalPrincipalAmt
Balance Due$300,000BalanceDueAmt
DefaultfalseDefaultInd
Board Or Committee ApprovalYes (true)BoardOrCommitteeApprovalInd
Written AgreementYes (true)WrittenAgreementInd
FieldValueIRS element (for citing)
Total Balance Due$300,000TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (2 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
RICHARD ROTHMAN TRUSTEE
MORE THAN 35% OWNED$1,346,664MAJORITY OWNERYes (true)
H RONALD KLASKO
BROTHER TO OFFICER$19,552LEGAL SERVICES

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution8ContributionCnt
Noncash Contributions Rpt F990$104,000NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Art Historical TreasuresArtHistoricalTreasuresGrp
Art Fractional InterestArtFractionalInterestGrp
Books And PublicationsBooksAndPublicationsGrp
Clothing And Household GoodsClothingAndHouseholdGoodsGrp
Cars And Other VehiclesCarsAndOtherVehiclesGrp
Boats And PlanesBoatsAndPlanesGrp
Intellectual PropertyIntellectualPropertyGrp

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution20ContributionCnt
Noncash Contributions Rpt F990$994,689NoncashContributionsRptF990Amt
Method Of Determining RevenuesMARKET QUOTATIONMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Securities Closely Held StockSecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust IntrstsSecurPrtnrshpTrustIntrstsGrp
Securities MiscellaneousSecuritiesMiscellaneousGrp
Qualified Contrib Hist StructQualifiedContribHistStructGrp
Qualified Contrib OtherQualifiedContribOtherGrp
Real Estate ResidentialRealEstateResidentialGrp
Real Estate CommercialRealEstateCommercialGrp
Real Estate OtherRealEstateOtherGrp
CollectiblesCollectiblesGrp
Food InventoryFoodInventoryGrp
Drugs And Medical SuppliesDrugsAndMedicalSuppliesGrp
TaxidermyTaxidermyGrp

Historical Artifacts HistoricalArtifactsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution569ContributionCnt
Noncash Contributions Rpt F990$38,400NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Scientific SpecimensScientificSpecimensGrp
Archaeological ArtifactsArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
DescPIANODesc
Contribution1ContributionCnt
Noncash Contributions Rpt F990$4,999NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMVMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsfalseReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 2IRA 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 11BTHE 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 12CTHOMAS 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 & 15BTJU 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 19The organization makes its governing documents, conflicts of interest policy, and financial statements available upon request.
FORM 990, PART XI, LINE 9TRANSFER OF PENSION FUND FROM CLINICAL PILLAR $(155,237,733)

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
JEFFHEDGE LLC
1301 2ND AVENUE 18TH FLOORSEATTLEWA98101453214379INVESTMENTSDE$0$0TJU
BILDEX CORP
923-925 WALNUT STPHILADELPHIAPA19107231718600REAL ESTATEPA$0$10,855,602TJU
925 WALNUT HOLDING LLC
1020 WALNUT ST 6TH FLPHILADELPHIAPA19107813840390REAL ESTATEPA$0$10,682,225TJU
TJU FAIRWATER LLC
1020 WALNUT ST 6TH FLPHILADELPHIAPA19107473445382INVESTMENTSNY$1,030,008$112,358,085TJU

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (18 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
Jefferson University Physicians
1025 Walnut STREETPhiladelphiaPA19107232809585Clinical CarePA501(C)(3)11, ITJUH SystemYes (true)
EMERGENCY TRANSPORT ASSOCIATES INC
441 NORTH 5TH STREETPHILADELPHIAPA19107232622004HEALTHCAREPA501(C)(3)9JEFFEX INCYes (true)
JEFFEX INC
925 CHESTNUT STREET SUITE 311PHILADELPHIAPA19107232622009HEALTHCAREPA501(C)(3)11, ITJUH SYSTEMYes (true)
WALNUT HOME THERAPEUTICS INC
919 WALNUT STREET 5TH FLOORPHILADELPHIAPA19107232622006HEALTHCAREPA501(C)(3)9JEFFEX INCYes (true)
SUTHBREIT PROPERTIES LTD
2301 SOUTH BROAD STREETPHILADELPHIAPA19148232214351REAL ESTATEPA501(C)(2)JEFFEX INCYes (true)
JEFFERSON PHYSICIAN SERVICES
111 SOUTH 11TH STREETPHILADELPHIAPA19107233026939HEALTHCAREPA501(C)(3)11, IITJUH SYSTEMYes (true)
METHODIST ASSOCIATES IN HEALTHCARE INC
2301 SOUTH BROAD STREETPHILADELPHIAPA19148232678055HEALTHCAREPA501(C)(3)11, ITJUH SYSTEMYes (true)
METHODIST ASSOC IN HEALTHCARE OF NJ PC
111 SOUTH 11TH STREETPHILADELPHIAPA19107233537847HEALTHCARENJ501(C)(3)11, ITJUH SYSTEMYes (true)
JEFFERSON MEDICAL CARE
111 SOUTH 11TH STREETPHILADELPHIAPA19107232858320HEALTHCAREPA501(C)(3)11, ITJUH SYSTEMYes (true)
THOMAS JEFFERSON UNIV HOSPITALS INC
111 SOUTH 11TH STREETPHILADELPHIAPA19107232829095HEALTHCAREPA501(C)(3)3TJUH SYSTEMYes (true)
TJUH SYSTEM INC
111 SOUTH 11TH STREETPHILADELPHIAPA19107263026795HEALTHCAREPA501(C)(3)11, IITJUYes (true)
JEFFERSON UNIVERSITY PHYSICIANS OF NJ
1020 WALNUT STREET 6TH FLPHILADELPHIAPA19107464855345CLINICAL CARENJ501(C)(3)11, IJUPYes (true)
ABINGTON HEALTH
1200 OLD YORK ROADABINGTONPA19001271243803HEALTHCAREPA501(C)(3)11, IITJUYes (true)
ABINGTON MEMORIAL HOSPITAL
1200 OLD YORK ROADABINGTONPA19001231352152HEALTHCAREPA501(C)(3)3TJUYes (true)
ABINGTON HEALTH FOUNDATION
1200 OLD YORK ROADABINGTONPA19001232188052FUNDRAISINGPA501(C)(3)7TJUYes (true)
LANSDALE HOSPITAL CORPORATION
100 MEDICAL CAMPUS DRIVELANSDALEPA19446263359979HEALTHCAREPA501(C)(3)3TJUYes (true)
THE JEFFERSON CLUB
1020 LOCUST STREETPHILADELPHIAPA19107232167488SOCIAL CLUBPA501(C)(3)11, INAfalse
TJU CARDIOLOGY RESEARCH FOUNDATION
401 CITY AVENUE NO 525BALA CYNWYDPA19004311695478FUNDRAISINGPA501(C)(3)11, INAfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtPredominant Income TypePredominantIncomeTypeTxt
1100 Walnut Associates
1020 Walnut StPhiladelphiaPA19107232332396Medical officePANAN/A
RIVERVIEW SURGERY CENTER LP
11221 ROE AVENUE SUITE 320LEAWOODKS66211263910345HEALTHCAREPANAN/A
RIVERVIEW SURGERY CENTER LLC
11221 ROE AVENUE SUITE 320LEAWOODKS66211263911509HEALTHCAREPANAN/A
JEFF UNIVERSITY RADIOLOGY
840 CRESCENT CENTRE DR SUITE 200FRANKLINTN37067412043518HEALTHCAREPANAN/A
JEFFERSON COMP CONCUSSION CTR
4050 S 26TH STREETPHILADELPHIAPA19145464254983HEALTHCAREPANAN/A
ROTHMAN ORTHOPAEDIC SPECIALTY HOSP LLC
11221 ROE AVE STE 320LEAWOODKS66211270260289HEALTHCAREPANAN/A

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (11 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
Walnut Realty
1020 Walnut St 5th FLPhiladelphiaPA19107232332416real estatePATJUC CORPORATION$9,312$01.00000Yes (true)
TJU INC
1020 Walnut St 5th FlPhiladelphiaPA19107232146678real estatePATJUC CORPORATION$921,893$95,8861.00000Yes (true)
CHARITABLE REMAINDER TRUSTS (12)
1020 WALNUT STREETPHILADELPHIAPA19107PATRUST1.00000Yes (true)N/A
JEFFCARE INC
211 S 9TH ST STE 305PHILADELPHIAPA19107232830152HEALTHCAREPANAC CORPORATIONYes (true)
THE ATRIUM CORPORATON
925 CHESTNUT STREET SUITE 311PHILADELPHIAPA19107232075587HEALTHCAREPANAC CORPORATIONYes (true)
HEALTHMARK INC
2301 SOUTH BROAD STREETPHILADELPHIAPA19148232259593HEALTHCAREPANAC CORPORATIONYes (true)
MID-ATLANTIC MATERNAL FETAL INSTITUTE
925 CHESTNUT STREET SUITE 311PHILADELPHIAPA19107232922471HEALTHCAREPANAC CORPORATIONYes (true)
MID-ATLANTIC MATERNAL FETAL INSTITUTEPC
925 CHESTNUT STREET SUITE 311PHILADELPHIAPA19107223536371HEALTHCARENJNAC CORPORATIONYes (true)
EXTERNALLY ADMINISTERED TRUSTS
1020 WALNUT STREETPHILADELPHIAPA19107NATRUSTYes (true)
925 WALNUT STREET CORP
2711 CENTERVILLE ROAD SUITE 400WILMINGTONDE19808841657497REAL ESTATEPATJUS CORPORATION$383,442$10,855,602Yes (true)
JEFFERSON ACUTE CARE PHYSICIANS PC
111 S 11TH ST STE 2210PHILADELPHIAPA19107472639286HEALTHCAREPANAC CORPORATIONYes (true)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsYes (true)ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgYes (true)RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgfalseRentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgYes (true)PerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (3 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
JEFFERSON UNIVERSITY PHYSICIANS
A,N,O$33,273,376FMV
1100 WALNUT ASSOCIATES
A,O,P$527,496FMV
THOMAS JEFFERSON UNIVERSITY HOSPITALS INC
J,L,N$218,636,365FMV