TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN 23-1352685)
- Tax period
- 2014-07-01 to 2015-06-30
- Filed
- 2016-05-10
- IRS object ID
- 201601319349302115
- Schema version
- 2014v6.0
- Note
- A later return for the same period supersedes this one.
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
- Reasonable Cause Explanation
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-10T10:33:43-07:00 | ReturnTs |
| Tax Period End | 2015-06-30 | TaxPeriodEndDt |
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352685 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trustees of the University of Pennsylvania | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | TRUS | BusinessNameControlTxt |
| Phone | 2158988967 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 WALNUT STREET ROOM 305 | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191046284 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Wendy White | PersonNm |
| Person Title | Vice President | PersonTitleTxt |
| Phone | 2158981005 | PhoneNum |
| Signature | 2016-05-06 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Wendy White | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 WALNUT STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 191046284 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,876,299,641 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UPENN.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1740 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES | ActivityOrMissionDesc |
| Voting Members Governing Body | 57 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 57 | VotingMembersIndependentCnt |
| Total Employee | 49219 | TotalEmployeeCnt |
| Total Volunteers | 4819 | TotalVolunteersCnt |
| Total Gross UBI | $25,022,679 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $25,022,679 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $1,311,611,000 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,246,588,000 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,984,621,205 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,183,804,165 | CYProgramServiceRevenueAmt |
| PY Investment Income | $678,919,000 | PYInvestmentIncomeAmt |
| CY Investment Income | $827,057,000 | CYInvestmentIncomeAmt |
| PY Other Revenue | $25,687,795 | PYOtherRevenueAmt |
| CY Other Revenue | $36,593,835 | CYOtherRevenueAmt |
| PY Total Revenue | $6,000,839,000 | PYTotalRevenueAmt |
| CY Total Revenue | $6,294,043,000 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $386,622,822 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $391,688,858 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $2,869,301,000 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,986,091,000 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $667,000 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $633,044 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $93,897,308 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,934,852,178 | PYOtherExpensesAmt |
| CY Other Expenses | $1,986,643,098 | CYOtherExpensesAmt |
| PY Total Expenses | $5,191,443,000 | PYTotalExpensesAmt |
| CY Total Expenses | $5,365,056,000 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $809,396,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $928,987,000 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $16,398,248,000 | TotalAssetsBOYAmt |
| Total Assets EOY | $17,230,855,000 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $4,381,263,000 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,728,781,000 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,016,985,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $12,502,074,000 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,196,121,402 | ExpenseAmt |
| Grant | $311,647,000 | GrantAmt |
| Revenue | $1,045,951,041 | RevenueAmt |
| Desc | Education- PENN'S FIRM BELIEF THAT EXCELLENCE AND DIVERSITY GO HAND-IN-HAND IS EVIDENCED IN THEIR SELECTION OF STUDENTS FOR THE CLASS OF 2019. OF 37,268 STUDENTS WHO APPLIED, ONLY 3,787, OR 10.2 PERCENT, WERE OFFERED ADMISSION. IN KEEPING WITH THE BELIEF THAT QUALITY AND DIVERSITY OF THE STUDENT BODY ADD TO THE RIGOR AND UNIQUENESS OF A PENN EDUCATION, THE UNIVERSITY HAS MADE INCREASING ACCESS ONE OF ITS HIGHEST PRIORITIES. TO ACHIEVE THIS END, PENN HAS COMMITTED ITSELF TO MEETING THE FULL FINANCIAL NEED OF UNDERGRADUATES WITH ALL-GRANT AID PACKAGES, EXPANDING THE PENN WORLD SCHOLARS PROGRAM, AND STRENGTHENING GRADUATE AND PROFESSIONAL FINANCIAL AID. RANKED NINTH AMONG ALL NATIONAL UNIVERSITIES BY U.S. NEWS & WORLD REPORT, PENN IS CONSISTENTLY RECOGNIZED FOR HAVING SOME OF THE TOP ACADEMIC PROGRAMS IN THE COUNTRY. ITS UNDERGRADUATE AND GRADUATE PROGRAMS IN BUSINESS AND GRADUATE PROGRAM IN NURSING ARE RANKED #1 IN THE COUNTRY, WHILE ITS MEDICAL SCHOOL IS CONSISTENTLY RANKED IN THE TOP FIVE NATIONWIDE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,196,121,403 | ExpenseAmt |
| Grant | $311,647,000 | GrantAmt |
| Revenue | $1,045,951,041 | RevenueAmt |
| Desc | RESEARCH-ONE MEASURE OF EXCELLENCE FOR THE RESEARCH AND ACADEMIC STUDIES CONDUCTED AT PENN IS THE NUMEROUS PRESTIGIOUS AWARDS THAT HAVE BEEN CONFERRED ON PENN FACULTY. THE FACULTY, ACTIVE AND EMERITI, INCLUDES 80 MEMBERS OF THE ACADEMY OF ARTS AND SCIENCES, 86 MEMBERS OF THE INSTITUTE OF MEDICINE, 332 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES, 24 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 169 GUGGENHEIM FELLOWS, AND 11 MEMBERS OF THE NATIONAL ACADEMY OF ENGINEERING. OVER THE PAST TWO DECADES, PENN HAS BEEN HOME TO EIGHT MACARTHUR AWARD RECIPIENTS, FIVE NATIONAL MEDAL OF SCIENCE RECIPIENTS, FOUR NOBEL PRIZE RECIPIENTS, AND FIVE PULITZER PRIZE RECIPIENTS ACADEMY OF SCIENCES, 24 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 169 GUGGENHEIM FELLOWS, AND 11 MEMBERS OF THE NATIONAL ACADEMY OF ENGINEERING. OVER THE PAST TWO DECADES, PENN HAS BEEN HOME TO EIGHT MACARTHUR AWARD RECIPIENTS, FIVE NATIONAL MEDAL OF SCIENCE RECIPIENTS, FOUR NOBEL PRIZE RECIPIENTS, AND FIVE PULITZER PRIZE RECIPIENTS | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,196,121,403 | ExpenseAmt |
| Grant | $311,647,000 | GrantAmt |
| Revenue | $1,045,951,041 | RevenueAmt |
| Desc | THE MISSION OF SERVING THE PUBLIC IS EXEMPLIFIED BY NUMEROUS PROGRAMS AT PENN. FOR 15 YEARS, THE SCHOOL OF NURSING'S LIFE PROGRAM HAS PROVIDED NURSING, MEDICAL, AND REHABILITATIVE CARE THAT ENABLES MORE THAN 350 LOCAL SENIORS TO LIVE INDEPENDENTLY. THE SCHOOL OF VETERINARY MEDICINE STUDENTS ROUTINELY TAKE COMPANION DOGS TO VISIT GUESTS AT THE PHILADELPHIA RONALD MCDONALD HOUSE TO COMFORT SICK CHILDREN AND THEIR FAMILIES SEEKING MEDICAL TREATMENT AT WEST PHILADELPHIA AREA HOSPITALS. THROUGH ITS CULTURAL INSTITUTIONS, THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY, THE INSTITUTE OF CONTEMPORARY ART, AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, PENN OFFERS CULTURAL ENRICHMENT AND EDUCATION TO THE ENTIRE REGION, WITH EXHIBITS, PROGRAMS, AND EVENTS THAT SPAN THE ENTIRE RANGE OF HUMAN HISTORY AND EVENTS. INNOVATIVE PROGRAMS SUCH AS THE PENN MUSEUM'S UNPACKING THE PAST OFFER PHILADELPHIA PUBLIC SCHOOL STUDENTS THE OPPORTUNITY TO EXPLORE THE CULTURAL AMENITIES AT PENN TO ENHANCE THEIR CURRICULUM FOR FREE. PENN HAS CALLED WEST PHILADELPHIA HOME SINCE 1874. PENN IS COMMITTED TO MAKING WEST PHILADELPHIA A MORE ATTRACTIVE PLACE TO LIVE AND WORK BY PURCHASING GOODS AND SERVICES FROM LOCAL BUSINESSES, HIRING LOCAL RESIDENTS, AND ENCOURAGING FACULTY AND STAFF TO RELOCATE TO THE AREA. THE INITIATIVES HAVE ENCOURAGED RETAIL DEVELOPMENT, IMPROVED SAFETY AND SECURITY, IMPROVED PUBLIC EDUCATION THROUGH PARTNERSHIPS WITH EXISTING PUBLIC SCHOOLS, AND AN INSTITUTIONAL INVESTMENT IN A PUBLIC ELEMENTARY SCHOOL NEAR THE CAMPUS. PENN'S ACADEMIC PHILOSOPHY EMPHASIZES SERVICE AS ESSENTIAL TO LEARNING. PENN'S NETTER CENTER FOR COMMUNITY SERVICE IS A MODEL OF COMMUNITY SERVICE AND HAS HELPED DEVELOP UNIVERSITY-ASSISTED COMMUNITY SCHOOLS, WHERE PENN STUDENTS AND FACULTY PROVIDE INSTRUCTION, SUPPORT, AND PARTNERSHIP TO LOCAL SCHOOLS BY EDUCATING, EMPOWERING, AND SERVING MEMBERS OF THE COMMUNITY IN WHICH THE SCHOOL IS LOCATED. AT THE SAME TIME, BY WORKING WITH COMMUNITY MEMBERS TO CREATE AND SUSTAIN UNIVERSITY-ASSISTED COMMUNITY SCHOOLS, PENN ADVANCES ITS TEACHING, RESEARCH, AND SERVICE MISSIONS AND THE CIVIC DEVELOPMENT OF ITS STUDENTS. LAST YEAR ALONE, THE NETTER CENTER INVOLVED MORE THAN 125 STUDENT VOLUNTEERS, 100 INTERNS, AND 400 WORK-STUDY STUDENTS IN SERVICE TO MORE THAN 4,000 K-12 YOUTH AND THEIR FAMILIES. THE NETTER CENTER WAS CREDITED WITH VISIBLE IMPROVEMENTS IN ACADEMIC PERFORMANCE, ATTENDANCE, AND STUDENT AND PARENTAL INVOLVEMENT AT THE COMMUNITY SCHOOLS. APPROXIMATELY 13,000 UNIVERSITY STUDENTS, FACULTY AND STAFF PARTICIPATE IN MORE THAN 300 PENN VOLUNTEER AND COMMUNITY SERVICE PROGRAMS, AS WELL AS THE MORE THAN 60 ACADEMICALLY BASED COMMUNITY SERVICE COURSES THAT PENN OFFERS EACH YEAR. COMMUNITY SERVICE AT PENN IS ALSO COORDINATED BY CIVIC HOUSE (STUDENT VOLUNTEERISM AND ADVOCACY), FOX LEADERSHIP, AND PENN VIPS (VOLUNTEERS IN PUBLIC SERVICE - FACULTY AND STAFF VOLUNTEERS), WHICH IS A PART OF THE NETTER CENTER. IN 2007, THE UNIVERSITY OF PENNSYLVANIA'S PRESIDENT AMY GUTMANN SIGNED THE AMERICAN COLLEGE AND UNIVERSITY PRESIDENTS' CLIMATE COMMITMENT (ACUPCC). THIS PLEDGE COMMITTED PENN TO DEVELOPING PLANS FOR SIGNIFICANT REDUCTIONS OF EMISSIONS OF CLIMATE-ALTERING GREENHOUSE GASES. HTTP://WWW.UPENN.EDU/SUSTAINABILITY/ PENN IS ENGAGING LOCALLY, NATIONALLY, AND GLOBALLY TO BRING THE BENEFITS OF PENN'S RESEARCH, TEACHING, AND SERVICE TO INDIVIDUALS AND COMMUNITIES AT HOME AND AROUND THE WORLD BY IMPLEMENTING THE PENN CONNECTS 2.0 CAMPUS PLAN TO CREATE THE MOST INNOVATIVE, SUSTAINABLE, AND BEAUTIFUL URBAN CAMPUS WITH VIBRANT LIVING AND LEARNING SPACES AND POSITIVE IMPACT FOR COMMUNITY. HTTP://WWW.PENNCONNECTS.UPENN.EDU/ PENN IS USING ITS CONSIDERABLE PURCHASING AND CONSTRUCTION CAPACITY, AS WELL AS ITS ACADEMIC EXPERTISE, TO ENCOURAGE LOCAL BUSINESS GROWTH, EMPOWER DIVERSITY, AND WOMEN BUSINESS OWNERS. EACH DAY PENN IS STRENGTHENING THE LOCAL ECONOMY BY CONTRIBUTING $10.8 BILLION, OR $30 MILLION PER DAY, TO THE CITY OF PHILADELPHIA ACCORDING TO THE 2015 UNIVERSITY OF PENNSYLVANIA ECONOMIC IMPACT REPORT. HTTP://WWW.EVP.UPENN.EDU/PDF/PENNECONOMICIMPACT_ SLIDESHOW.PDF | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,196,121,403 | ExpenseAmt |
| Grant | $311,647,000 | GrantAmt |
| Revenue | $1,045,951,041 | RevenueAmt |
| Desc | PATIENT CARE- THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), THE FLAGSHIP OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S FOUR HOSPITALS, WAS ESTABLISHED IN 1874 AS A TEACHING HOSPITAL TO COMPLEMENT THE MEDICAL EDUCATION RECEIVED BY STUDENTS AT THE UNIVERSITY OF PENNSYLVANIA'S MEDICAL SCHOOL, THE PERELMAN SCHOOL OF MEDICINE. IT HAS 18 CLINICAL DEPARTMENTS AND PROVIDES TRAINING IN MORE THAN 40 CLINICAL SPECIALTIES. MAJOR AREAS OF INVESTIGATION INCLUDE HEART DISEASE, CANCER, AND DISEASES OF AGING INCLUDING ALZHEIMER'S DISEASE, WOMEN'S HEALTH, DIABETES AND OBESITY. THE HEALTH SYSTEM, WITH 1,893 LICENSED HOSPITAL BEDS, IS A VALUED HEALTH-CARE RESOURCE, ESPECIALLY TO PEOPLE RESIDING IN THE GREATER PHILADELPHIA AREA. DURING THE COURSE OF A YEAR, IT ADMITS 84,000 PATIENTS AND ACCOUNTS FOR OVER 2.8 MILLION OUTPATIENT VISITS, MORE THAN 179,000 EMERGENCY ROOM VISITS AND MORE THAN 9,000 BIRTHS. HUP IS THE ONLY HOSPITAL IN THIS AREA THAT PERFORMS TRANSPLANTS OF ALL MAJOR ORGANS. PENN MEDICINE'S LEVEL 1 TRAUMA CENTER, WHICH OPERATES AROUND THE CLOCK TO CARE FOR PATIENTS WHO'VE BEEN CRITICALLY INJURED IN CAR ACCIDENTS, FALLS, AND THROUGH BLUNT AND PENETRATING TRAUMAS, IS NOW LOCATED AT PENN PRESBYTERIAN MEDICAL CENTER. THE CENTER CARES FOR MORE THAN 2,100 PATIENTS ANNUALLY, SEVERAL HUNDRED OF WHOM ARE TRANSFERRED FROM OTHER HOSPITALS VIA THE FLEET OF PENNSTAR MEDICAL HELICOPTERS AND GROUND AMBULANCES. BOTH HUP AND PENN PRESBYTERIAN MEDICAL CENTER ALSO CARE FOR A LARGE NUMBER OF PATIENTS WHO ARE TRANSFERRED HERE WITH TIME-SENSITIVE CARDIAC AND SURGICAL EMERGENCIES. IN KEEPING WITH ITS CHARITABLE PURPOSE, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) (WHICH INCLUDES THE HUP AND CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA (CPUP) DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA), AS WELL AS CERTAIN AFFILIATES, ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. THIS DEFINITION INCLUDES THOSE PATIENTS SUFFERING FROM A MEDICAL CONDITION MANIFESTING ITSELF BY ACUTE SYMPTOMS OF SUFFICIENT SEVERITY (INCLUDING SEVERE PAIN) SUCH THAT THE ABSENCE OF IMMEDIATE MEDICAL ATTENTION COULD REASONABLY BE EXPECTED TO RESULT IN (1) PLACING THE HEALTH OF THE INDIVIDUAL (OR, WITH RESPECT TO A PREGNANT WOMAN, THE HEALTH OF THE WOMAN OR HER UNBORN CHILD) IN SERIOUS JEOPARDY, OR (2) SERIOUS IMPAIRMENT TO BODILY FUNCTIONS. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE THEY PROVIDE. THESE RECORDS INCLUDE THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE, IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM RECENTLY COMPLETED A COMMUNITY HEALTH NEEDS ASSESSMENT TO IDENTIFY THE MOST PRESSING HEALTH NEEDS IN THE SERVICE AREA AND DETERMINE HOW BEST TO ADDRESS THOSE NEEDS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM OPERATES EMERGENCY ROOMS OPEN TO THE PUBLIC 24 HOURS A DAY, 7 DAYS A WEEK; MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES; PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS STUDENTS AND MEDICAL PERSONNEL; FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION; AND PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS PROVIDING BASIC MEDICAL CARE FOR THE HOMELESS, TREATING OF CHRONIC DISEASE FOR LOW-INCOME RESIDENTS, AND PROVIDING WOMEN'S HEALTH SERVICES TO UNINSURED AND LOW-INCOME WOMEN OF ALL AGES; SCREENINGS FOR THE DETECTION OF BREAST, COLORECTAL, AND SKIN CANCER, CANCER SUPPORT GROUPS, A TOLL FREE NUMBER FOR CANCER INFORMATION, FREE IMMUNIZATION SHOTS, TRAINING PROGRAMS FOR THE CITY FIRE AND POLICE DEPARTMENTS, HEALTH EDUCATION CLASSES AND SPEECHES. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,196,121,403 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $311,647,000 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $1,045,951,041 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,784,485,611 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | Yes (1) | OperateHospitalInd |
| Audited Financial Stmt Att | Yes (1) | AuditedFinancialStmtAttInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | Yes (1) | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6100 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 49219 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | AE | ForeignCountryCd |
| Foreign Country | BC | ForeignCountryCd |
| Foreign Country | BD | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | EI | ForeignCountryCd |
| Foreign Country | FR | ForeignCountryCd |
| Foreign Country | HK | ForeignCountryCd |
| Foreign Country | JA | ForeignCountryCd |
| Foreign Country | SP | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Taxable Distributions | 0 | TaxableDistributionsInd |
| Distribution To Donor | 0 | DistributionToDonorInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 57 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 57 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | LA | 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 | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LESLIE KRUHLY | PersonNm |
| Phone | 2158987005 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 COLLEGE HALL | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (101 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ALLAN C BELL ESQ | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | |||||
| SCOTT L BOK ESQ | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | |||||
| JUDITH L BOLLINGER | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID M BRUSH | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | |||||
| GILBERT F CASELLAS ESQ | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | |||||
| ALBERTO J CHAMORRO | ||||||||||
| TRUSTEE | 0 | Yes (X) | $0 | $0 | $0 | |||||
| DR WILLIAM W M CHEUNG DMD | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | |||||
| DR RAYMOND K F CHIEN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| DAVID L COHEN ESQ | ||||||||||
| CHAIRPERSON | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| SUSAN FRIER DANILOW ESQ | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| JAMES G DINAN | ||||||||||
| TRUSTEE | 0 | Yes (X) | $0 | $0 | $0 | 3 | ||||
| LEE SPELMAN DOTY | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| CONNIE K DUCKWORTH | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| DAVID ERTEL | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| JAY S FISHMAN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| CHRISTOPHER H FRANKLIN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| SARAH WILDER FULLER | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| MICHAEL F GERBER | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| PERRY GOLKIN ESQ | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| JOEL M GREENBLATT | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| JAMES H GREENE JR | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| VAHAN H GUREGHIAN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| JANET F HAAS MD | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| HON JON M HUNTSMAN JR | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| OSAGIE O IMASOGIE ESQ | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| JAMES C JOHNSON ESQ | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| ROBERT S KAPITO | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| MICHAEL J KOWALSKI | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| SUSANNA E LACHS ESQ | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| ANDREA BERRY LAPORTE | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| WILLIAM P LAUDER | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| CHARLES B LEITNER III | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| ROBERT M LEVY | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| CLAIRE LOMAX ESQ | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| HOWARD S MARKS | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| DR DEBORAH MARROW | ||||||||||
| TRUSEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| MARC F MCMORRIS | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| ANDREA MITCHELL | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| KENNETH D MOELIS | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| OFER NEMIROVSKY | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| DANIEL S OCH | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| SIMON D PALLEY | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| EGBERT L J PERRY | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| RICHARD C PERRY | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| JULIE BEREN PLATT | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| ANDREW S RACHLEFF | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| RAMANAN RAGHAVENDRAN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| ANN REESE | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| MARIE A SAVARD MD | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| JOHN P SHOEMAKER | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| JULIE BREIER SEAMAN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| DAVID M SILFEN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | Yes (X) | |||
| AMB MARTIN J SILVERSTEIN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| DR KRISHNA P SINGH | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| CAROL ELIZABETH WARE | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| MARK B WERNER | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| MARK O WINKLEMAN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| EHSAN EL TAHRY ZAYAN | ||||||||||
| TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| HON THOMAS CORBETT | ||||||||||
| EX OFFICIO TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| HON THOMAS W WOLF | ||||||||||
| EX OFFICIO TRUSTEE | 3 | Yes (X) | $0 | $0 | $0 | 0 | ||||
| DR AMY GUTMANN | ||||||||||
| PRESIDENT EX OFFICIO TRUSTEE | 40 | Yes (X) | $2,923,307 | $0 | $410,571 | 0 | Yes (X) | |||
| BONNIE MIAO BANDEEN | ||||||||||
| TRUSTEE | 3 | $0 | $0 | $0 | Yes (X) | |||||
| CRAIG CARNAROLI | ||||||||||
| EXECUTIVE VICE PRESIDENT | 40 | $1,080,092 | $0 | $315,017 | 1 | Yes (X) | ||||
| JEFFREY COOPER | ||||||||||
| VP GOVT AND COMMUNITY RELATIONS | 40 | $383,578 | $0 | $49,969 | 0 | Yes (X) | ||||
| BONNIE GIBSON | ||||||||||
| VP BUDGET AND MGMT ANALYSIS | 40 | $380,240 | $0 | $55,487 | 0 | Yes (X) | ||||
| STEPHEN GOLDING | ||||||||||
| VP FINANCE AND TREASURER | 40 | $485,101 | $0 | $58,697 | 0 | Yes (X) | ||||
| JOHN HEUER | ||||||||||
| VP HUMAN RESOURCES | 40 | $403,540 | $0 | $46,806 | 0 | Yes (X) | ||||
| JOHN HORN | ||||||||||
| COMPTROLLER | 40 | $293,804 | $0 | $28,824 | 0 | Yes (X) | ||||
| LARRY JAMESON | ||||||||||
| EXEC. VP UPHS DEAN OF PSOM | 40 | $2,295,714 | $0 | $370,007 | 0 | Yes (X) | ||||
| LESLIE KRUHLY | ||||||||||
| VP AND SECRETARY | 40 | $328,674 | $0 | $41,367 | 0 | Yes (X) | ||||
| STEPHEN J MACCARTHY | ||||||||||
| VP COMMUNICATIONS | 40 | $437,970 | $0 | $62,410 | 0 | Yes (X) | ||||
| JOANN MITCHELL | ||||||||||
| VP INSTITUTIONAL AFFAIRS | 40 | $380,636 | $0 | $44,075 | 0 | Yes (X) | ||||
| THOMAS MURPHY | ||||||||||
| VP INFO SYSTEMS AND COMPUTING | 40 | $474,908 | $0 | $55,803 | 0 | Yes (X) | ||||
| ANNE PAPAGEORGE | ||||||||||
| VP FACILITIES AND REAL ESTATE | 40 | $448,005 | $0 | $48,202 | 4 | Yes (X) | ||||
| VINCENT PRICE | ||||||||||
| PROVOST | 40 | $848,825 | $0 | $199,954 | 1 | Yes (X) | ||||
| GREGORY ROST | ||||||||||
| VP AND CHIEF OF STAFF | 40 | $491,254 | $0 | $62,319 | 1 | Yes (X) | ||||
| MAUREEN RUSH | ||||||||||
| VP PUBLIC SAFETY | 40 | $326,123 | $0 | $58,499 | 2 | Yes (X) | ||||
| WENDY WHITE | ||||||||||
| SR VP AND GENERAL COUNSEL | 40 | $714,037 | $0 | $75,054 | 1 | Yes (X) | ||||
| MARIE WITT | ||||||||||
| VP BUSINESS SERVICES | 40 | $335,965 | $0 | $51,534 | 0 | Yes (X) | ||||
| JOHN ZELLER | ||||||||||
| VP DEVELOPMENT ALUMNI RELTNS | 40 | $656,569 | $0 | $79,607 | 0 | Yes (X) | ||||
| PETER AMMON | ||||||||||
| CHIEF INVESTMENT OFFICER | 40 | $1,200,798 | $0 | $67,789 | 0 | Yes (X) | ||||
| ANDREW BINNS | ||||||||||
| ASSOCIATE PROVOST | 40 | $325,787 | $0 | $43,852 | 0 | Yes (X) | ||||
| DAWN BONNELL | ||||||||||
| VICE PROVOST FOR RESEARCH | 40 | $386,411 | $0 | $33,315 | 0 | Yes (X) | ||||
| PATRICK BRENNAN MD | ||||||||||
| SR VP CHIEF MEDICAL OFFICER | 40 | $737,766 | $0 | $45,729 | 1 | Yes (X) | ||||
| REBECCA COOKE | ||||||||||
| V. DEAN ADMIN PSOM | 40 | $508,308 | $0 | $47,904 | 0 | Yes (X) | ||||
| GLEN N GAULTON | ||||||||||
| VICE DEAN PSOM | 40 | $774,221 | $0 | $39,966 | 0 | Yes (X) | ||||
| ELIZABETH B JOHNSTON | ||||||||||
| EXECUTIVE DIRECTOR CPUP | 40 | $971,896 | $0 | $120,501 | 2 | Yes (X) | ||||
| KEITH KASPER | ||||||||||
| CFO UPHS | 25 | $1,128,150 | $0 | $140,977 | 24 | Yes (X) | ||||
| KEVIN MAHONEY | ||||||||||
| SVP UPHS CHIEF ADMIN OFFICER | 40 | $1,217,169 | $0 | $142,410 | 7 | Yes (X) | ||||
| GAIL MORRISON | ||||||||||
| VICE DEAN EDUCATION PSOM | 40 | $675,811 | $0 | $43,794 | 0 | Yes (X) | ||||
| RALPH MULLER | ||||||||||
| CEO UPHS | 40 | $2,525,282 | $0 | $305,460 | 8 | Yes (X) | ||||
| PHILLIP OKALA | ||||||||||
| SR VP UPHS BUS DEVELOPMENT | 40 | $936,998 | $0 | $97,502 | 0 | Yes (X) | ||||
| PETER D QUINN MD DMD | ||||||||||
| SR VP UPHS VICE DEAN PSOM | 40 | $2,017,541 | $0 | $39,629 | 2 | Yes (X) | ||||
| JEFFREY COOPER | ||||||||||
| VP GOVT AND COMMUNITY RELATIONS | 40 | $316,657 | $0 | $292,655 | 0 | Yes (X) | ||||
| GARRY L SCHEIB | ||||||||||
| COO UPHS | 40 | $1,576,397 | $0 | $195,544 | 6 | Yes (X) | ||||
| THOMAS L SPRAY MD | ||||||||||
| CHOP SURGERY | 40 | $8,341,335 | $0 | $35,095 | 0 | Yes (X) | ||||
| N SCOTT ADZICK MD | ||||||||||
| CHOP SURGERY | 40 | $2,130,046 | $0 | $40,700 | 0 | Yes (X) | ||||
| MICHAEL SEAN GRADY MD | ||||||||||
| SURGEON OTORHINOLARYNGOLOGY | 40 | $1,854,305 | $0 | $52,977 | 0 | Yes (X) | ||||
| WILLIAM C WELCH MD | ||||||||||
| NEUROSURGERY | 40 | $1,710,380 | $0 | $44,755 | 0 | Yes (X) | ||||
| PAUL MARCOTTE MD | ||||||||||
| NEUROSURGERY | 40 | $1,667,017 | $0 | $40,054 | 0 | Yes (X) | ||||
| ARTHUR RUBENSTEIN | ||||||||||
| FORMER EXEC VP DEAN PSOM | 40 | $456,091 | $0 | $46,493 | 0 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $45,146,708 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $4,031,303 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5798 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | Yes (1) | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| LF DRISCOLL CO | |||||
| 9 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19107 | CONSTRUCTION MANAGEMENT | $87,416,695 |
| ALLIED BARTON SECURITY SERVICES | |||||
| EIGHT TOWER BRIDGE | CONSHOHOCKEN | PA | 19428 | SECURITY SERVICES | $21,757,433 |
| TRISTATE BENEFIT SOLUTIONS | |||||
| 619 OAK STREET 1ST FLOOR | CINCINNATI | OH | 45206 | BILLING SERVICES | $21,397,307 |
| COMPASS GROUP USA | |||||
| 2400 YOURKMONT ROAD | CHARLOTTE | NC | 28127 | DINING SERVICES | $14,046,622 |
| UNIQUE ADVANTAGE | |||||
| 3624 MARKET STREET SUITE 1SD | PHILADELPHIA | PA | 19104 | REHAB & MGMT SERVICES | $7,637,942 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $0 | FederatedCampaignsAmt |
| Membership Dues | $0 | MembershipDuesAmt |
| Fundraising | $371,746 | FundraisingAmt |
| Related Organizations | $0 | RelatedOrganizationsAmt |
| Government Grants | $737,955,000 | GovernmentGrantsAmt |
| All Other Contributions | $508,261,254 | AllOtherContributionsAmt |
| Noncash Contributions | $70,240,918 | NoncashContributionsAmt |
| Total Contributions | $1,246,588,000 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| TUITION & FEES | 900099 | $1,152,144,000 | $1,152,144,000 | $0 | $0 |
| NET PATIENT SERVICE HEALTHCARE REVENUES | 621110 | $2,491,974,000 | $2,491,974,000 | $0 | $0 |
| AUXILIARY ENTERPRISES | 611710 | $419,763,000 | $419,763,000 | $0 | $0 |
| OTHER PROGRAM SERVICE REVENUES | 611710 | $119,923,165 | $101,691,896 | $18,231,269 | $0 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,183,804,165 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $111,338,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $6,791,410 | UnrelatedBusinessRevenueAmt |
| Exclusion | $104,546,590 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $31,990,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $31,990,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,208,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
| Personal | $0 | PersonalAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $3,208,000 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,208,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,208,000 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,293,702,000 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $9,575,807,000 | SecuritiesAmt |
| Other | $2,176,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $717,895,000 | SecuritiesAmt |
| Other | -$2,176,000 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $715,719,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $715,719,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $44,476 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $371,746 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $184,641 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$140,165 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$140,165 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $5,625,000 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $4,089,000 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,536,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,536,000 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $0 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,294,043,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,167,108,896 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $25,022,679 | UnrelatedBusinessRevenueAmt |
| Exclusion | $855,323,425 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $390,979,000 | TotalAmt |
| Program Services | $390,979,000 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $709,858 | TotalAmt |
| Program Services | $709,858 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,874,586 | TotalAmt |
| Program Services | $35,030,857 | ProgramServicesAmt |
| Management And General | $1,843,729 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,689,419 | TotalAmt |
| Program Services | $6,354,948 | ProgramServicesAmt |
| Management And General | $334,471 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,309,207,995 | TotalAmt |
| Program Services | $2,015,023,116 | ProgramServicesAmt |
| Management And General | $254,012,879 | ManagementAndGeneralAmt |
| Fundraising | $40,172,000 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,997,000 | TotalAmt |
| Program Services | $140,247,000 | ProgramServicesAmt |
| Management And General | $18,150,000 | ManagementAndGeneralAmt |
| Fundraising | $6,600,000 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,394,000 | TotalAmt |
| Program Services | $268,014,000 | ProgramServicesAmt |
| Management And General | $34,803,000 | ManagementAndGeneralAmt |
| Fundraising | $13,577,000 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,928,000 | TotalAmt |
| Program Services | $132,573,000 | ProgramServicesAmt |
| Management And General | $16,712,000 | ManagementAndGeneralAmt |
| Fundraising | $2,643,000 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,423,000 | TotalAmt |
| Program Services | $6,991,000 | ProgramServicesAmt |
| Management And General | $458,000 | ManagementAndGeneralAmt |
| Fundraising | $974,000 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,468,000 | TotalAmt |
| Program Services | $17,818,000 | ProgramServicesAmt |
| Management And General | $3,617,000 | ManagementAndGeneralAmt |
| Fundraising | $33,000 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,092,000 | TotalAmt |
| Program Services | $1,820,000 | ProgramServicesAmt |
| Management And General | $268,000 | ManagementAndGeneralAmt |
| Fundraising | $4,000 | FundraisingAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,000 | TotalAmt |
| Program Services | $67,000 | ProgramServicesAmt |
| Management And General | $14,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $633,044 | TotalAmt |
| Fundraising | $633,044 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,288,000 | TotalAmt |
| Program Services | $16,009,000 | ProgramServicesAmt |
| Management And General | $3,279,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $341,949,000 | TotalAmt |
| Program Services | $288,731,000 | ProgramServicesAmt |
| Management And General | $47,873,000 | ManagementAndGeneralAmt |
| Fundraising | $5,345,000 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,225,000 | TotalAmt |
| Program Services | $14,996,000 | ProgramServicesAmt |
| Management And General | $2,916,000 | ManagementAndGeneralAmt |
| Fundraising | $313,000 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $178,540,000 | TotalAmt |
| Program Services | $157,729,000 | ProgramServicesAmt |
| Management And General | $12,498,000 | ManagementAndGeneralAmt |
| Fundraising | $8,313,000 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,715,000 | TotalAmt |
| Program Services | $1,075,000 | ProgramServicesAmt |
| Management And General | $274,000 | ManagementAndGeneralAmt |
| Fundraising | $366,000 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,000 | TotalAmt |
| Program Services | $55,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,066,000 | TotalAmt |
| Program Services | $225,059,000 | ProgramServicesAmt |
| Management And General | $23,668,000 | ManagementAndGeneralAmt |
| Fundraising | $1,339,000 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,918,000 | TotalAmt |
| Program Services | $64,103,000 | ProgramServicesAmt |
| Management And General | $5,913,000 | ManagementAndGeneralAmt |
| Fundraising | $3,902,000 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,059,000 | TotalAmt |
| Program Services | $24,748,000 | ProgramServicesAmt |
| Management And General | $2,725,000 | ManagementAndGeneralAmt |
| Fundraising | $6,586,000 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,379,000 | TotalAmt |
| Program Services | $53,438,000 | ProgramServicesAmt |
| Management And General | $5,938,000 | ManagementAndGeneralAmt |
| Fundraising | $3,000 | FundraisingAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,000 | TotalAmt |
| Program Services | $162,000 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $300,451,000 | TotalAmt |
| Program Services | $270,406,000 | ProgramServicesAmt |
| Management And General | $30,045,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,458,000 | TotalAmt |
| Program Services | $71,738,000 | ProgramServicesAmt |
| Management And General | $10,720,000 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MEDICAL SUPPLIES | $426,218,000 | $426,218,000 | $0 | $0 |
| OTHER TAXES | $77,216,000 | $74,900,000 | $2,274,000 | $42,000 |
| G&C OVERHEAD EXPENSES | $47,483,000 | $41,310,000 | $6,173,000 | $0 |
| MISCELLANEOUS EXPENSES AND OTHER | $43,397,098 | $38,180,832 | $2,164,002 | $3,052,264 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,365,056,000 | TotalAmt |
| Program Services | $4,784,485,611 | ProgramServicesAmt |
| Management And General | $486,673,081 | ManagementAndGeneralAmt |
| Fundraising | $93,897,308 | 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 | $1,067,877,000 | BOYAmt |
| EOY | $873,301,000 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $322,892,000 | BOYAmt |
| EOY | $267,531,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $418,609,000 | BOYAmt |
| EOY | $487,937,000 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,250,000 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $148,214 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $93,726,000 | BOYAmt |
| EOY | $95,283,786 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,180,183 | BOYAmt |
| EOY | $17,427,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,000,694 | BOYAmt |
| EOY | $43,880,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,783,617,000 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,489,874,000 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,034,865,000 | BOYAmt |
| EOY | $4,293,743,000 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,167,905,260 | BOYAmt |
| EOY | $2,080,887,900 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,076,194,740 | BOYAmt |
| EOY | $8,925,109,100 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,998,123 | BOYAmt |
| EOY | $144,357,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,398,248,000 | BOYAmt |
| EOY | $17,230,855,000 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,362,690,000 | BOYAmt |
| EOY | $1,416,399,000 | 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 | $111,432,000 | BOYAmt |
| EOY | $114,469,000 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,348,402,000 | BOYAmt |
| EOY | $1,417,302,000 | 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 | $812,000 | BOYAmt |
| EOY | $775,000 | 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 | $1,557,927,000 | BOYAmt |
| EOY | $1,779,836,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,381,263,000 | BOYAmt |
| EOY | $4,728,781,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,326,161,000 | BOYAmt |
| EOY | $6,580,028,000 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,676,799,000 | BOYAmt |
| EOY | $2,740,156,000 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,014,025,000 | BOYAmt |
| EOY | $3,181,890,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,016,985,000 | BOYAmt |
| EOY | $12,502,074,000 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,398,248,000 | BOYAmt |
| EOY | $17,230,855,000 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $928,987,000 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$106,852,000 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | $0 | DonatedServicesAndUseFcltsAmt |
| Investment Expense | $0 | InvestmentExpenseAmt |
| Prior Period Adjustments | $0 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | -$337,046,000 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule A, Part I, Line 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources : 2010-114,057,436; 2011- 139,371,259; 2012-190,848,313; 2013-133,084,947; 2014-139,689,590, TOTAL: 717,051,545 |
| Schedule A, Part I, Line 10 | Other income. Do not include gain or loss from the sale of capital assets: 2010- 1,862,000; 2011-1,726,000; 2012-1,449,000; 2013- 1,613,000; 2014-1,536,000; TOTAL= 8,186,000 |
| Schedule A, Part II, Line 1 | Gifts, grants, contributions, and membership fees received: 2010-1,451,557,000; 2011-1,314,155,000; 2012-1,383,430,000; 2013-1,311,611,000.; 2014-1,246,588,000 TOTAL:6,707,341,000 |
| Schedule A, Part II, Line 14 | Public support percentage for 2014- 90.24% |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Donor Advised Funds Held | 3 | DonorAdvisedFundsHeldCnt |
| Funds And Other Accounts Held | 0 | FundsAndOtherAccountsHeldCnt |
| Donor Advised Funds Contri | $0 | DonorAdvisedFundsContriAmt |
| Funds And Other Accounts Contri | $0 | FundsAndOtherAccountsContriAmt |
| Donor Advised Funds Grants | $133,180 | DonorAdvisedFundsGrantsAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Donor Advised Funds Vl EOY | $1,776,822 | DonorAdvisedFundsVlEOYAmt |
| Funds And Other Accounts Vl EOY | $0 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | Yes (1) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (1) | DisclosedForCharitablePrpsInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,168,772,072 | BeginningYearBalanceAmt |
| Contributions | $230,022,469 | ContributionsAmt |
| Investment Earnings Or Losses | $638,749,658 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $329,439,057 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,708,105,142 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,827,594,279 | BeginningYearBalanceAmt |
| Contributions | $294,067,010 | ContributionsAmt |
| Investment Earnings Or Losses | $1,323,529,783 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $277,022,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $9,168,169,072 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,816,978,627 | BeginningYearBalanceAmt |
| Contributions | $327,276,890 | ContributionsAmt |
| Investment Earnings Or Losses | $941,202,272 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $257,261,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $7,828,196,789 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,254,552,023 | BeginningYearBalanceAmt |
| Contributions | $339,992,512 | ContributionsAmt |
| Investment Earnings Or Losses | $454,967,092 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $232,533,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $6,816,978,627 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,385,975,350 | BeginningYearBalanceAmt |
| Contributions | $126,576,673 | ContributionsAmt |
| Investment Earnings Or Losses | $949,861,000 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $0 | GrantsOrScholarshipsAmt |
| Other Expenditures | $207,861,000 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $6,254,552,023 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.4494 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.3245 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.2261 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $270,751,000 | OtherCostOrOtherBasisAmt |
| Book Value | $270,751,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $5,965,413,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,523,292,000 | DepreciationAmt |
| Book Value | $3,442,121,000 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $0 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $1,150,172,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $966,582,000 | DepreciationAmt |
| Book Value | $183,590,000 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $0 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $397,281,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $0 | DepreciationAmt |
| Book Value | $397,281,000 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $4,293,743,000 | TotalBookValueLandBuildingsAmt |
Financial Derivatives FinancialDerivativesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $8,381,458,039 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $506,612,061 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SUBSIDIARIES | Desc |
| Book Value | $37,039,000 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $8,925,109,100 | TotalBookValueSecuritiesAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (6 entries)
| DescDesc | AmtAmt |
|---|---|
| LIABILITIES ASSOCIATED W/ INV. | $207,158,000 |
| DEPOSITS | $114,989,000 |
| FEDERAL STUDENT LOAN ADVANCES | $80,349,000 |
| ACCRUED RETIREMENT BENEFITS | $1,119,202,000 |
| INTERCO DUE TO/(FROM) AFFILIATES | -$49,882,000 |
| TAXABLE BOND LIABILITY | $308,020,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,779,836,000 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule D, Part V, Line 4 | USE OF ENDOWMENT FUNDS DURING THE YEAR ENDED JUNE 30, 2015, THE UNIVERSITY'S ENDOWMENT CONSISTED OF 5,718 DONOR-RESTRICTED PERMANENT OR TERM ENDOWMENT FUNDS AND 863 UNRESTRICTED ENDOWMENT FUNDS ESTABLISHED BY THE UNIVERSITY'S BOARD OF TRUSTEES TO BE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. |
| Schedule D, Part X, Line 1 | OTHER LIABILITIES DETAIL THE INTERCOMPANY DUE TO/(FROM) AFFILIATES BALANCE INCLUDES AMOUNTS OWED TO/(DUE FROM) AFFILIATES BASED UPON THE UNIVERSITY'S CENTRAL MANAGEMENT OF THE CASH HELD BY CERTAIN UNIVERSITY AFFILIATES. |
| Schedule D, Part X, Line 2 | TEXT OF FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY EVALUATES ITS TAX POSITION BASED ON THE FASB STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH REQUIRES THE USE OF A TWO-STEP APPROACH FOR RECOGNIZING AND MEASURING TAX BENEFITS TAKEN OR EXPECTED TO BE TAKEN IN AN UNRELATED BUSINESS ACTIVITY TAX RETURN AND DISCLOSURES REGARDING UNCERTAINTIES IN TAX POSITIONS. THE FIRST STEP IS RECOGNITION: THE UNIVERSITY DETERMINES WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. IN EVALUATING WHETHER A TAX POSITION HAS MET THE MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD, THE UNIVERSITY PRESUMES THAT THE POSITION WILL BE EXAMINED BY THE APPROPRIATE TAXING AUTHORITY THAT HAS FULL KNOWLEDGE OF ALL RELEVANT INFORMATION. THE SECOND STEP IS MEASUREMENT: A TAX POSITION THAT MEETS THE MORE-LIKELY-THAN-NOT THRESHOLD IS MEASURED TO DETERMINE THE AMOUNT OF BENEFIT TO RECOGNIZE IN THE FINANCIAL STATEMENTS. THE TAX POSITION IS MEASURED AT THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50 PERCENT LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. DIFFERENCE BETWEEN TAX POSITIONS TAKEN IN A TAX RETURN AND AMOUNTS RECOGNIZED IN THE FINANCIAL STATEMENTS WILL GENERALLY RESULT IN AN INCREASE IN A LIABILITY FOR INCOME TAXES PAYABLE OR A REDUCTION OF AN INCOME TAX REFUND RECEIVABLE. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule E, Part I, Line 3 | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY IN THE STUDENT CATALOGUE, ON ITS FINANCIAL AID APPLICATIONS AND IN OTHER BROCHURES WHICH DESCRIBE THE UNIVERSITY OF PENNSYLVANIA, ITS SCHOOLS, CENTERS, AND INSTITUTES. |
| Schedule E, Part I, Line 6 | DESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE UNIVERSITY IS A PRIVATE NON-PROFIT INSTITUTION THAT RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY ALSO RECEIVES VARIOUS GOVERNMENTAL FUNDING WHICH SUPPORTS ITS EDUCATIONAL, PATIENT CARE, AND RESEARCH MISSIONS. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (103 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Central America and the Caribbean | 0 | 1 | Speaking at Seminars or Conferences | SEND AGENTS TO SEMINAR | $25,284 |
| Central America and the Caribbean | 0 | 1 | Conducting Board Meetings | $2,538 | |
| Central America and the Caribbean | 0 | 5 | Fundraising | $34,773 | |
| Central America and the Caribbean | 0 | 18 | Program Services | EDUCATION & TRAINING | $83,661 |
| Central America and the Caribbean | 0 | 9 | Fundraising | FIELD RESEARCH | $101,682 |
| Central America and the Caribbean | 0 | 17 | Program Services | STUDY ABROAD/EDUCATION | $489,452 |
| Central America and the Caribbean | 0 | 0 | Program Services | RESEARCH | $40,004 |
| Central America and the Caribbean | 0 | 1 | Program Services | STUDY ABROAD/RESEARCH | $8,551 |
| Central America and the Caribbean | 0 | 0 | Program Services | RECRUITING | $3,153 |
| Central America and the Caribbean | 0 | 0 | Investments | $2,178,803,308 | |
| East Asia and the Pacific | 0 | 0 | Grantmaking | $14,532 | |
| East Asia and the Pacific | 0 | 88 | Speaking at Seminars or Conferences | $578,417 | |
| East Asia and the Pacific | 0 | 0 | Conducting Board Meetings | $24,577 | |
| East Asia and the Pacific | 0 | 174 | Fundraising | $1,395,847 | |
| East Asia and the Pacific | 0 | 10 | Program Services | CLINICAL TRIALS | $5,000 |
| East Asia and the Pacific | 0 | 0 | Program Services | ROYALTIES | $4,301 |
| East Asia and the Pacific | 1 | 51 | Program Services | EDUCATION AND TRAINING | $2,294,839 |
| East Asia and the Pacific | 0 | 44 | Program Services | FIELD RESEARCH | $572,186 |
| East Asia and the Pacific | 0 | 0 | Program Services | RESEARC | $1,281,505 |
| East Asia and the Pacific | 0 | 1 | Program Services | SOCIAL RESEARCH | $37,520 |
| East Asia and the Pacific | 0 | 5 | Program Services | STUDY ABROAD/EDUCATION | $1,420,940 |
| East Asia and the Pacific | 2 | 22 | Program Services | STUDY ABROAD/RESEARCH | $1,311,935 |
| East Asia and the Pacific | 0 | 17 | Program Services | RECRUITING | $238,618 |
| East Asia and the Pacific | 0 | 0 | Investments | $220,562,756 | |
| Europe (including Iceland and Greenland) | 0 | 206 | Speaking at Seminars or Conferences | $1,592,668 | |
| Europe (including Iceland and Greenland) | 0 | 2 | Conducting Board Meetings | $23,659 | |
| Europe (including Iceland and Greenland) | 0 | 54 | Fundraising | $1,487,570 | |
| Europe (including Iceland and Greenland) | 0 | 0 | Grantmaking | $495,951 | |
| Europe (including Iceland and Greenland) | 0 | 32 | Program Services | CLINICAL TRIALS | $34,165 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | ROYALTIES | $6,168 |
| Europe (including Iceland and Greenland) | 0 | 270 | Program Services | EDUCATION & TRAINING | $2,158,270 |
| Europe (including Iceland and Greenland) | 2 | 122 | Program Services | FIELD RESEARCH | $2,948,384 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | RESEARCH | $609,114 |
| Europe (including Iceland and Greenland) | 0 | 0 | Program Services | SOCIAL RESEARCH | $678,717 |
| Europe (including Iceland and Greenland) | 1 | 6 | Program Services | STUDY ABROAD/EDUCATION | $4,764,669 |
| Europe (including Iceland and Greenland) | 0 | 17 | Program Services | STUDY ABROAD/RESEARCH | $260,568 |
| Europe (including Iceland and Greenland) | 0 | 5 | Program Services | RECRUITING | $94,158 |
| Europe (including Iceland and Greenland) | 0 | 0 | Investments | $176,000,468 | |
| Middle East and North Africa | 0 | 8 | Speaking at Seminars or Conferences | $96,167 | |
| Middle East and North Africa | 0 | 1 | Fundraising | $42,336 | |
| Middle East and North Africa | 0 | 0 | Grantmaking | $144,375 | |
| Middle East and North Africa | 0 | 0 | Program Services | CLINICAL TRIALS | $43,126 |
| Middle East and North Africa | 0 | 54 | Program Services | EDUCATION & TRAINING | $524,771 |
| Middle East and North Africa | 1 | 136 | Program Services | FIELD RESEARCH | $187,375 |
| Middle East and North Africa | 0 | 0 | Program Services | RESEARCH | $145,207 |
| Middle East and North Africa | 0 | 0 | Program Services | SOCIAL RESEARCH | $13,674 |
| Middle East and North Africa | 0 | 2 | Program Services | STUDY ABROAD/EDUCATION | $325,592 |
| Middle East and North Africa | 0 | 2 | Program Services | STUDY ABROAD/RESEARCH | $89,606 |
| Middle East and North Africa | 0 | 0 | Program Services | RECRUITING | $46,902 |
| Middle East and North Africa | 0 | 0 | Investments | $117,650 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 87 | Speaking at Seminars or Conferences | $357,360 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 1 | Conducting Board Meetings | $822 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Fundraising | $44,023 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Grantmaking | $33,000 | |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | ROYALTIES | $2,267 |
| North America (including Canada and Mexico, but not the United States) | 0 | 69 | Program Services | EDUCATION & TRAINING | $415,825 |
| Russia and the newly independent States | 0 | 35 | Program Services | FIELD RESEARCH | $322,782 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | RESEARCH | $343,045 |
| North America (including Canada and Mexico, but not the United States) | 0 | 1 | Program Services | SOCIAL RESEARCH | $5,946 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Program Services | STUDY ABROAD/EDUCATION | $38,170 |
| North America (including Canada and Mexico, but not the United States) | 0 | 6 | Program Services | STUDY ABROAD/RESEARCH | $39,854 |
| North America (including Canada and Mexico, but not the United States) | 0 | 0 | Investments | $231,069,807 | |
| Russia and the newly independent States | 0 | 6 | Speaking at Seminars or Conferences | $16,269 | |
| Russia and the newly independent States | 0 | 0 | Grantmaking | $12,000 | |
| Russia and the newly independent States | 0 | 17 | Program Services | CLINICAL TRIALS | $155,975 |
| Russia and the newly independent States | 0 | 5 | Program Services | 82,244 | $82,244 |
| Russia and the newly independent States | 1 | 32 | Program Services | FIELD RESEARCH | $68,445 |
| Russia and the newly independent States | 0 | 0 | Program Services | RESEARCH | $40,080 |
| Russia and the newly independent States | 0 | 0 | Program Services | STUDY ABROAD/EDUCATION | $196,298 |
| Russia and the newly independent States | 0 | 0 | Program Services | STUDY ABROAD/RESEARCH | $16,581 |
| Russia and the newly independent States | 0 | 0 | Program Services | RECRUITING | $3,634 |
| South America | 0 | 23 | Speaking at Seminars or Conferences | $134,789 | |
| South America | 0 | 0 | Conducting Board Meetings | $2,912 | |
| South America | 0 | 11 | Fundraising | $80,298 | |
| South America | 0 | 10 | Program Services | EDUCATION & TRAINING | $812,668 |
| South America | 0 | 14 | Program Services | FIELD RESEARCH | $271,573 |
| South America | 0 | 0 | Program Services | RESEARCH | $567,938 |
| South America | 0 | 0 | Program Services | SOCIAL RESEARCH | $62,482 |
| South America | 0 | 5 | Program Services | STUDY ABROAD/EDUCATION | $1,244,167 |
| South America | 0 | 7 | Program Services | STUDY ABROAD/RESEARCH | $82,286 |
| South America | 0 | 43 | Program Services | RECRUITING | $42,079 |
| South Asia | 0 | 17 | Speaking at Seminars or Conferences | $41,685 | |
| South Asia | 2 | Conducting Board Meetings | $8,440 | ||
| South Asia | 2 | Fundraising | $135,542 | ||
| South Asia | Grantmaking | $10,000 | |||
| South Asia | 20 | Program Services | EDUCATION & TRAINING | $644,139 | |
| South Asia | 3 | Program Services | FIELD RESEARCH | $42,945 | |
| South Asia | Program Services | research | $134,723 | ||
| South Asia | 2 | Program Services | SOCIAL RESEARCH | $102,210 | |
| South Asia | 8 | Program Services | STUDY ABROAD/EDUCATION | $369,558 | |
| South Asia | Program Services | STUDY ABROAD/RESEARCH | $20,504 | ||
| South Asia | Program Services | RECRUITING | $38,120 | ||
| Sub-Saharan Africa | 4 | Speaking at Seminars or Conferences | $80,884 | ||
| Sub-Saharan Africa | Fundraising | $1,292 | |||
| Sub-Saharan Africa | 15 | Program Services | EDUCATION & TRAINING | $219,427 | |
| Sub-Saharan Africa | 6 | 34 | Program Services | $3,213,531 | |
| Sub-Saharan Africa | Program Services | RESEARCH | $12,585 | ||
| Sub-Saharan Africa | Program Services | SOCIAL RESEARCH | $11,634 | ||
| Sub-Saharan Africa | 15 | Program Services | STUDY ABROAD/EDUCATION | $702,206 | |
| Sub-Saharan Africa | 24 | Program Services | STUDY ABROAD/RESEARCH | $34,300 | |
| Sub-Saharan Africa | Program Services | RECRUITING | $20,191 | ||
| Sub-Saharan Africa | Investments | $28,502,513 | |||
| North America (including Canada and Mexico, but not the United States) | Program Services | recruiting | $26,923 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Office | 14 | TotalOfficeCnt |
| Total Employee | 1899 | TotalEmployeeCnt |
| Total Spent | $2,873,205,660 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (4 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|
| Europe (including Iceland and Greenland) | ARCHITECT DESIGN | $84,196 | WIRE | N/A | N/A |
| Europe (including Iceland and Greenland) | CITY PLANNING | $12,661 | CREDIT CARD | N/A | N/A |
| Europe (including Iceland and Greenland) | UR PROJECT SUBAWARD | $277,565 | WIRE | N/A | N/A |
| Europe (including Iceland and Greenland) | SUMMER IMMERSION | $34,456 | WIRE | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 4 | Total501c3OrgCnt |
| Total Other Org | 4 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (9 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt | Description Of Non Cash AsstDescriptionOfNonCashAsstTxt | Valuation Method UsedValuationMethodUsedDesc |
|---|---|---|---|---|---|---|
| award | East Asia and the Pacific | 2 | $14,532 | check | N/A | N/A |
| AWARD | Europe (including Iceland and Greenland) | 2 | $80,742 | WIRE | N/A | N/A |
| PRIZE | Europe (including Iceland and Greenland) | 1 | $6,331 | CHECK | N/A | N/A |
| AWARD | Middle East and North Africa | 1 | $118,000 | WIRE | N/A | N/A |
| LOAN FORGIVENESS | Middle East and North Africa | 1 | $5,000 | WIRE | N/A | N/A |
| PRIZE | Middle East and North Africa | 1 | $21,375 | OTHER | N/A | N/A |
| AWARD | North America (including Canada and Mexico, but not the United States) | 4 | $33,000 | CHECK | N/A | N/A |
| AWARD | Russia and the newly independent States | 2 | $12,000 | CHECK | N/A | N/A |
| AWARD | South Asia | 1 | $10,000 | CHECK | N/A | N/A |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | Yes (1) | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | Yes (1) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule F, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. | ExplanationTxt |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RUFFALO NOEL LEVITZ | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1025 Kirkwood Pkwy SW | AddressLine1Txt |
| City | Cedar Rapids | CityNm |
| State Abbreviation | IA | StateAbbreviationCd |
| ZIP | 52404 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activity | managed call centers | ActivityTxt |
| Fundraiser Control Of Funds | 0 | FundraiserControlOfFundsInd |
| Gross Receipts | $2,868,094 | GrossReceiptsAmt |
| Retained By Contractor | $633,044 | RetainedByContractorAmt |
| Net To Organization | $2,235,050 | NetToOrganizationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $2,868,094 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $633,044 | TotalRetainedByContractorsAmt |
| Total Net To Organization | $2,235,050 | TotalNetToOrganizationAmt |
| All States | All States | AllStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MOONLIGHT & ROSES | Event1Nm |
| Gross Receipts Event1 | $260,948 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $222,753 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $38,195 | GrossRevenueEvent1Amt |
| Cash Prizes Event1 | $0 | CashPrizesEvent1Amt |
| Non Cash Prizes Event1 | $0 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $0 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $0 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $0 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $130,104 | OtherDirectExpensesEvent1Amt |
| Event2 | BIG NIGHT OUT | Event2Nm |
| Gross Receipts Event2 | $82,143 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $82,143 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $0 | GrossRevenueEvent2Amt |
| Cash Prizes Event2 | $0 | CashPrizesEvent2Amt |
| Non Cash Prizes Event2 | $0 | NonCashPrizesEvent2Amt |
| Rent Facility Costs Event2 | $0 | RentFacilityCostsEvent2Amt |
| Food And Beverage Event2 | $0 | FoodAndBeverageEvent2Amt |
| Entertainment Event2 | $0 | EntertainmentEvent2Amt |
| Other Direct Expenses Event2 | $14,430 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 1 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $73,131 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $66,850 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $6,281 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $0 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $0 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $0 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $0 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $0 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $40,107 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $416,222 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $371,746 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $44,476 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $0 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $0 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $0 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $0 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $0 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $184,641 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $184,641 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$140,165 | NetIncomeSummaryAmt |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Assistance Policy | Yes (1) | FinancialAssistancePolicyInd |
| Written Policy | Yes (1) | WrittenPolicyInd |
| All Hospitals Policy | Yes (X) | AllHospitalsPolicyInd |
| FPG Reference Free Care | Yes (1) | FPGReferenceFreeCareInd |
Free Care Oth Percentage FreeCareOthPercentageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | Yes (X) | OtherInd |
| Free Care Other | 300 | FreeCareOtherPct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FPG Reference Discounted Care | Yes (1) | FPGReferenceDiscountedCareInd |
| Percent300 | Yes (X) | Percent300Ind |
| Free Care Medically Indigent | Yes (1) | FreeCareMedicallyIndigentInd |
| Financial Assistance Budget | 0 | FinancialAssistanceBudgetInd |
| Annual Community Bnft Report | Yes (1) | AnnualCommunityBnftReportInd |
| Report Publically Available | Yes (1) | ReportPublicallyAvailableInd |
Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $2,568,414 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $2,568,414 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01 | TotalExpensePct |
Unreimbursed Medicaid UnreimbursedMedicaidGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $313,453,707 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $247,703,199 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $65,750,508 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01 | TotalExpensePct |
Unreimbursed Costs UnreimbursedCostsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0 | TotalExpensePct |
Total Financial Assistance Typ TotalFinancialAssistanceTyp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $316,022,121 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $247,703,199 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $68,318,922 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02 | TotalExpensePct |
Community Health Services CommunityHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0 | TotalExpensePct |
Health Professions Education HealthProfessionsEducationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $110,667,105 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $47,192,112 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $63,474,993 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.01 | TotalExpensePct |
Subsidized Health Services SubsidizedHealthServicesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
Research ResearchGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $648,696,073 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $523,881,201 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $124,814,872 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.02 | TotalExpensePct |
Cash And In Kind Contributions CashAndInKindContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0 | TotalExpensePct |
Total Other Benefits TotalOtherBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $759,363,178 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $571,073,313 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $188,289,865 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.03 | TotalExpensePct |
Total Community Benefits TotalCommunityBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $1,075,385,299 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $818,776,512 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $256,608,787 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0.05 | TotalExpensePct |
Other Communtity Building Acty OtherCommuntityBuildingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Or Programs | 0 | ActivitiesOrProgramsCnt |
| Persons Served | 0 | PersonsServedCnt |
| Total Community Benefit Expns | $0 | TotalCommunityBenefitExpnsAmt |
| Direct Offsetting Revenue | $0 | DirectOffsettingRevenueAmt |
| Net Community Benefit Expns | $0 | NetCommunityBenefitExpnsAmt |
| Total Expense | 0 | TotalExpensePct |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | Yes (1) | BadDebtExpenseReportedInd |
| Bad Debt Expense | $135,749,681 | BadDebtExpenseAmt |
| Bad Debt Expense Attributable | $100,986,716 | BadDebtExpenseAttributableAmt |
| Reimbursed By Medicare | $457,096,388 | ReimbursedByMedicareAmt |
| Cost Of Care Reimbursed By Medcr | $453,313,688 | CostOfCareReimbursedByMedcrAmt |
| Medicare Surplus Or Shortfall | $3,782,700 | MedicareSurplusOrShortfallAmt |
Costing Methodology Used CostingMethodologyUsedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | Yes (X) | CostToChargeRatioInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | Yes (1) | WrittenDebtCollectionPolicyInd |
| Financial Assistance Prvsn | Yes (1) | FinancialAssistancePrvsnInd |
| Hospital Facilities | 1 | HospitalFacilitiesCnt |
Hospital Facilities HospitalFacilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPITAL OF THE UNIV OF PENN | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3400 SPRUCE STREET | AddressLine1Txt |
| City | PHILADELPHIA | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Website Address | WWW.PENNMEDICINE.ORG | WebsiteAddressTxt |
| State License | 341101 | StateLicenseNum |
| Licensed Hospital | Yes (X) | LicensedHospitalInd |
| General Medical And Surgical | Yes (X) | GeneralMedicalAndSurgicalInd |
| Teaching Hospital | Yes (X) | TeachingHospitalInd |
| Critical Access Hospital | Yes (X) | CriticalAccessHospitalInd |
| Research Facility | Yes (X) | ResearchFacilityInd |
Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp
Hospital Facility Name HospitalFacilityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE HOSPITAL OF THE UNIV OF PENN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 1 | FacilityNum |
| First Licensed CY Or PY | 0 | FirstLicensedCYOrPYInd |
| Tax Exempt Hospital CY Or PY | 0 | TaxExemptHospitalCYOrPYInd |
| CHNA Conducted | Yes (1) | CHNAConductedInd |
| Community Definition | Yes (X) | CommunityDefinitionInd |
| Community Demographics | Yes (X) | CommunityDemographicsInd |
| Existing Resources | Yes (X) | ExistingResourcesInd |
| How Data Obtained | Yes (X) | HowDataObtainedInd |
| Community Health Needs | Yes (X) | CommunityHealthNeedsInd |
| Other Health Issues | Yes (X) | OtherHealthIssuesInd |
| Community Hlth Needs Id Process | Yes (X) | CommunityHlthNeedsIdProcessInd |
| Consulting Process | Yes (X) | ConsultingProcessInd |
| Information Gaps | Yes (X) | InformationGapsInd |
| CHNA Conducted | 12 | CHNAConductedYr |
| Take Into Account Others Input | Yes (1) | TakeIntoAccountOthersInputInd |
| CHNA Conducted With Other Fclts | Yes (1) | CHNAConductedWithOtherFcltsInd |
| CHNA Conducted With Non Fclts | 0 | CHNAConductedWithNonFcltsInd |
| CHNA Report Widely Available | Yes (1) | CHNAReportWidelyAvailableInd |
| Rpt Available On Own Website | Yes (X) | RptAvailableOnOwnWebsiteInd |
| Own Website URL | SEE SCHEDULE H PART V SECTION C | OwnWebsiteURLTxt |
| Paper Copy Public Inspection | Yes (X) | PaperCopyPublicInspectionInd |
| Implementation Strategy Adopt | Yes (1) | ImplementationStrategyAdoptInd |
| Implementation Strategy Adpt | 12 | ImplementationStrategyAdptYr |
| Strategy Posted Website | Yes (1) | StrategyPostedWebsiteInd |
| Strategy Website URL | SEE SCHEDULE H, PART V, SECTION C | StrategyWebsiteURLTxt |
| Strategy Attached | 0 | StrategyAttachedInd |
| Organization Incur Excise Tax | 0 | OrganizationIncurExciseTaxInd |
| Elig Criteria Explained | Yes (1) | EligCriteriaExplainedInd |
| FPG Family Incm Lmt Free Dscnt | Yes (X) | FPGFamilyIncmLmtFreeDscntInd |
| FPG Family Incm Lmt Free Care | 300 | FPGFamilyIncmLmtFreeCarePct |
| FPG Family Incm Lmt Dscnt Care | 300 | FPGFamilyIncmLmtDscntCarePct |
| Income Level Criteria | Yes (X) | IncomeLevelCriteriaInd |
| Asset Level Criteria | Yes (X) | AssetLevelCriteriaInd |
| Explained Basis | Yes (1) | ExplainedBasisInd |
| App Financial Asst Expln | Yes (1) | AppFinancialAsstExplnInd |
| Described Info | Yes (X) | DescribedInfoInd |
| Described Suprt Doc | Yes (X) | DescribedSuprtDocInd |
| Includes Publicity Measures | Yes (1) | IncludesPublicityMeasuresInd |
| FAP Available On Website | Yes (X) | FAPAvailableOnWebsiteInd |
| FAP Available On Website URL | SEE SCHEDULE H, PART V, SECTION C | FAPAvailableOnWebsiteURLTxt |
| FAP Avlbl On Request No Charge | Yes (X) | FAPAvlblOnRequestNoChargeInd |
| FAP Sum Avlbl On Request No Chrg | Yes (X) | FAPSumAvlblOnRequestNoChrgInd |
| FAP Notice Displayed | Yes (X) | FAPNoticeDisplayedInd |
| FAP Actions On Nonpayment | Yes (1) | FAPActionsOnNonpaymentInd |
| Permit No Actions | Yes (X) | PermitNoActionsInd |
| Collection Activities | 0 | CollectionActivitiesInd |
| FAP Notified Upon Admission | Yes (X) | FAPNotifiedUponAdmissionInd |
| FAP Notified Before Discharge | Yes (X) | FAPNotifiedBeforeDischargeInd |
| FAP Notified All Patients | Yes (X) | FAPNotifiedAllPatientsInd |
| Nondis Emergency Care Policy | Yes (1) | NondisEmergencyCarePolicyInd |
| Average Negotiated Rates | Yes (X) | AverageNegotiatedRatesInd |
| Amounts Generally Billed | 0 | AmountsGenerallyBilledInd |
| Gross Charges | 0 | GrossChargesInd |
Supplemental Information SupplementalInformationGrp (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part V, Section B, Line 5-THE HOSPITAL OF THE UNIV OF PENN | PART V, SECTION B, LINES 5, 6A & 6B (INPUT FROM COMMUNITY; JOINT CHNA) THE UNIVERSITY OF PENNSYLVANIA IS A MEMBER OF THE DELAWARE VALLEY HEALTHCARE COUNCIL OF HOSPITAL & HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA ("DVHC"), THE MEMBERSHIP ASSOCIATION FOR HOSPITALS IN THE FIVE-COUNTY REGION OF SOUTHEASTERN PENNSYLVANIA. DVHC ESTABLISHED A COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") WORKGROUP TO ASSIST HOSPITALS IN: - UNDERSTANDING AFFORDABLE CARE ACT (ACA) REQUIREMENTS AND INTERNAL REVENUE SERVICE GUIDANCE AROUND COMMUNITY HEALTH NEEDS ASSESSMENTS. - IDENTIFYING THE BEST RESOURCES, TOOLS, AND SERVICES FOR CONDUCTING NEEDS ASSESSMENTS. THE WORKGROUP CONSISTED OF REPRESENTATIVES FROM THE FOLLOWING COLLABORATING HOSPITALS, HEALTH SYSTEMS, AND ORGANIZATIONS: -ABINGTON HEALTH -ARIA HEALTH -BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP -THE CHILDREN'S HOSPITAL OF PHILADELPHIA -CROZER-KEYSTONE HEALTH SYSTEM -EINSTEIN HEALTHCARE NETWORK -HOLY REDEEMER -JEFFERSON HEALTH SYSTEM ("JHS") (INCLUDING THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC., MAIN LINE HEALTH, AND MAGEE REHABILITATION HOSPITAL)- JHS DISBANNED AS OF JUNE 30, 2014. -MERCY HEALTH SYSTEM OF SEPA -PENN MEDICINE (THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PENN PRESBYTERIAN MEDICAL CENTER, AND PENNSYLVANIA HOSPITAL) -ST. MARY MEDICAL CENTER -TEMPLE UNIVERSITY HEALTH SYSTEM |
| Schedule H, Part V, Section B, Line 6a-THE HOSPITAL OF THE UNIV OF PENN | THE WORKGROUP CONSISTED OF REPRESENTATIVES FROM THE FOLLOWING COLLABORATING HOSPITALS, HEALTH SYSTEMS, AND ORGANIZATIONS: -ABINGTON HEALTH -ARIA HEALTH -BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP -THE CHILDREN'S HOSPITAL OF PHILADELPHIA -CROZER-KEYSTONE HEALTH SYSTEM -EINSTEIN HEALTHCARE NETWORK -HOLY REDEEMERTHE WORKGROUP CONSISTED OF REPRESENTATIVES FROM THE FOLLOWING COLLABORATING HOSPITALS, HEALTH SYSTEMS, AND ORGANIZATIONS: -ABINGTON HEALTH -ARIA HEALTH -BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP -THE CHILDREN'S HOSPITAL OF PHILADELPHIA -CROZER-KEYSTONE HEALTH SYSTEM -EINSTEIN HEALTHCARE NETWORK -HOLY REDEEMER |
| Schedule H, Part V, Section B, Line 11-THE HOSPITAL OF THE UNIV OF PENN | FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE THE FOLLOWING: HTTPS://WWW.PENNMEDICINE.ORG/WHY-PENN/SERVING-OUR-COMMUNITY/REPORTS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Facility | 16 | FacilityNum |
Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp
Oth Hlth Care Fclts OthHlthCareFcltsGrp (16 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | FacilityFacilityTxt |
|---|---|---|---|---|
| PENN MEDICINE AT RADNOR | ||||
| 250 KING OF PRUSSIA ROAD | BALA CYNWYD | PA | 19004 | OUTPATIENT FACILITY |
| PENN MEDICINE AT BUCKS COUNTY | ||||
| 777 TOWNSHIP LINE ROAD | YARDLEY | PA | 19067 | OUTPATIENT FACILITY |
| PENN MEDICINE AT VALLEY FORGE | ||||
| 1001 CHESTERBROOK BLVD | BERWYN | PA | 19312 | OUTPATIENT FACILITY |
| PENN MEDICINE AT WOODBURY HEIGHTS | ||||
| 1006 MANTUA PIKE | WOODBURY HEIGHTS | NJ | 08097 | OUTPATIENT FACILITY |
| PENN MEDICINE AT RITTENHOUSE | ||||
| 1800 LOMBARD STREET | PHILADELPHIA | PA | 19146 | INPATIENT REHABILITATION |
| ANATOMY CHEMISTRY | ||||
| 420 GUARDIAN DRIVE | PHILADEPHIA | PA | 19104 | RESEARCH FACILITY |
| BIOMEDICAL RESEARCH BUILDING 2 | ||||
| 500 OSLER CIRCLE | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| BLOCKLEY HALL | ||||
| 423 GUARDIAN DRIVE | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CAROLYN HOFF LYNCH BIOLOGY LAB | ||||
| 435 S UNIVERSITY AVENUE | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CHEMISTRY LABORATORIES - 1958 WING | ||||
| 231 S 34TH STREET | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CHESTNUT HALL | ||||
| 3900 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| CLINICAL RESEARCH BUILDING | ||||
| 415 CURIE BLVD | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| GL LABORATORY BUILDING | ||||
| 500 SOUTH RIDGEWAY | GLENOLDEN | PA | 19036 | RESEARCH FACILITY |
| GODDARD LABORATORIES | ||||
| 3710 HAMILTON WALK | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| HAYDEN HALL | ||||
| 3320 SMITH WALK | PHILADELPHIA | PA | 19104 | RESEARCH FACILITY |
| PERELMAN CENTER FOR ADVANCED MEDICINE | ||||
| 3400 CIVIC CENTER BOULEVARD | PHILADELPHIA | PA | 19104 | OUTPATIENT FACILITY |
Supplemental Information Detail SupplementalInformationDetail (13 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule H, Part I, Line 3c | THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. |
| Schedule H, Part I, Line 6a | SINCE 2007, UPHS HAS PUBLISHED AN ANNUAL COMMUNITY BENEFIT REPORT, "SIMPLY BECAUSE," WHICH HIGHLIGHTS SOME OF THE EXTENSIVE WORK UPHS PERFORMS IN THE COMMUNITY. THIS WIDELY DISTRIBUTED REPORT INCLUDES EXAMPLES OF OUR COMMUNITY EFFORTS AS WELL AS STATISTICS RELATED TO THE COMMUNITY BENEFIT WE PROVIDE. ADDITIONALLY, LAST YEAR UPHS IMPLEMENTED OUR "PENN MEDICINE CARES" (COMMUNITY ACTIVITY REPORTING E-INITIATIVE) PROGRAM. WHILE THE "SIMPLY BECAUSE" REPORT PROVIDES US A BRIEF GLIMPSE INTO ALL THE GOOD WORK UPHS PERSONNEL ARE INVOLVED IN, IT REPRESENTS ONLY A FRACTION OF THE TOTAL COMMUNITY SERVICE WORK THAT OCCURS. WE DEVELOPED THIS REPORTING PROGRAM TO ENCOURAGE OUR EMPLOYEES TO REPORT ALL OF THE COMMUNITY SERVICES THEY PROVIDE SO THAT WE CAN BETTER TRACK COMMUNITY OUTREACH, ENCOURAGE MORE VOLUNTEERISM AND BETTER TARGET OUR EFFORTS TO MEET THE GREATEST COMMUNITY NEEDS. HTTPS://WWW.PENNMEDICINE.ORG/WHY-PENN/SERVING-OUR-COMMUNITY/REPORTS |
| Schedule H, Part I, Line 7 | cost to charge ratio |
| Schedule H, Part I, Line 7g | THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARTIABLE HEALTHCARE MISSION OF UPHS AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $5,594,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2015. CONSISTENT WITH PRIOR YEAR, PATIENT SERVICE BAD DEBTS ARE TREATED AS A CONTRA-REVENUE LINE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $5,594,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2015. CONSISTENT WITH PRIOR YEAR, PATIENT SERVICE BAD DEBTS ARE TREATED AS A CONTRA-REVENUE LINE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. |
| Schedule H, Part III, Section A, Line 4 | PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $5,594,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2015. CONSISTENT WITH PRIOR YEAR, PATIENT SERVICE BAD DEBTS ARE TREATED AS A CONTRA-REVENUE LINE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. |
| Schedule H, Part III, Section B, Line 8 | A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/FOR-PATIENTS-AND-VISITORS/PATIENT-INFORMATION /PRIVACY-AND-HEALTH-CARE-POLICIES/FINANCIAL-ASSISTANCE. |
| Schedule H, Part III, Section C, Line 9b | PART III, LINE 9B (COLLECTION PRACTICES) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. |
| Schedule H, Part VI, Line 2 | THE MISSION OF UPHS IS TO PROVIDE THE MOST ADVANCED AND HIGHEST QUALITY PATIENT CARE POSSIBLE; TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR STUDENTS AND TRAINEES; AND TO SUPPORT CLINICAL RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE. TO THESE ENDS, UPHS IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS OUR HOME. ON ANY GIVEN DAY, UPHS PHYSICIANS, NURSES, MEDICAL STUDENTS AND VOLUNTEERS ARE OUT IN THE COMMUNITY SHARING THEIR SKILLS, THEIR TALENTS AND MOST IMPORTANTLY, THEMSELVES FOR THE BETTERMENT OF THE COMMUNITY. - HOW UPHS IDENTIFIES AND TAKES ACTION TO ADDRESS RACIAL, ETHNIC, AND GENDER DISPARITIES IN MEDICAL CARE EVERY DAY IN OUR NEIGHBORHOOD CLINICS, IN OUR EMERGENCY ROOM AND PHYSICIANS' OFFICES WE SEE THE EFFECTS OF RACIAL, ETHNIC AND GENDER DISPARITIES IN HEALTH CARE. IN KEEPING WITH OUR CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN NEED OF URGENT MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS OR ANY OTHER SOCIO-ECONOMIC FACTORS. AS THE MAIN PROVIDER IN A SERVICE AREA THAT INCLUDES A NUMBER OF ECONOMICALLY-CHALLENGED NEIGHBORHOODS, UPHS PROVIDES CARE TO MANY PATIENTS WHO DO NOT HAVE HEALTH INSURANCE PROVIDING MORE THAN $100 MILLION IN CHARITY AND UNDERFUNDED CARE EACH YEAR. IN PARTNERSHIP WITH COMMUNITY-BASED ORGANIZATIONS AND OTHER AREA INSTITUTIONS, UPHS SEEKS TO IDENTIFY AND ADDRESS RACIAL, ETHNIC AND GENDER DISPARITIES THROUGH SUPPORT FOR PROGRAMS INCLUDING, BUT NOT LIMITED TO: > PUENTES DE SALUD - A WEEKLY FREE CLINIC THAT SEEKS TO ADDRESS THE HEALTH NEEDS OF THE GROWING LATINO POPULATION BY PROVIDING LOW-COST CARE TO MORE THAN 800 PATIENTS ANNUALLY. > THE UNITY CLINIC - A FREE CLINIC THAT PROVIDES PRIMARY CARE SERVICES TO LOW-INCOME ASIAN IMMIGRANTS IN PHILADELPHIA. > WOMEN AND CHILDREN'S HEALTH SERVICES - AN AMBULATORY CARE FACILITY THAT SPECIALIZES IN THE PROVISION OF OBSTETRICAL, FAMILY PLANNING AND SOCIAL SERVICES THROUGH FREE AND LOW COST PROGRAMS THAT EXTEND WELL BEYOND TRADITIONAL MEDICAL CARE. - HOW THE HEALTH SYSTEM ASSESSES COMMUNITY HEALTH STATUS UPHS PROVIDES VARIOUS COMMUNITY SERVICES WHICH, IN CONJUNCTION WITH PROVIDING PATIENT CARE AND EDUCATIONAL INFORMATION, HELP US ASSESS THE HEALTH STATUS OF OUR COMMUNITY. SOME OF OUR MOST SUCCESSFUL INITIATIVES RESULT FROM APPLYING THE COLLECTIVE RESOURCES OF COMMUNITY RESIDENTS AND ORGANIZATIONS, HEALTH CARE PROFESSIONALS, AND PUBLIC HEALTH AGENCIES WITH THE GOAL OF IDENTIFYING AND ADDRESSING A COMMUNITY PROBLEM. THIS IS ACCOMPLISHED IN MANY WAYS, SUCH AS: FORMAL HEALTH ASSESSMENTS THAT INDIVIDUAL PROGRAMS MAY PERFORM, OPEN DIALOGUE WITH COMMUNITY LEADERS THROUGH PARTICIPATION IN COMMUNITY MEETINGS, OR BY ASSESSING COMMUNITY HEALTH STATUS IN THE WORK WE PERFORM OUT IN THE COMMUNITY. - HOW THE HEALTH SYSTEM COLLABORATES WITH COMMUNITY STAKEHOLDERS, INCLUDING OTHER INSTITUTIONAL PROVIDERS, TO IDENTIFY SPECIFIC COMMUNITY HEALTH NEEDS AND TO DEVELOP AND MEASURE EFFECTIVENESS OF PROGRAMS TO HELP MEET THOSE NEEDS COLLABORATION WITH COMMUNITY STAKEHOLDERS AND OTHER INSTITUTIONAL PROVIDERS IS A PARTICULARLY STRONG AREA FOR UPHS. WORKING IN CONJUNCTION WITH COMMUNITY-BASED NON-PROFIT ORGANIZATIONS, CITY AGENCIES AND OTHER COMMUNITY STAKEHOLDERS, UPHS SEEKS TO IDENTIFY AND ADDRESS COMMUNITY HEALTH NEEDS THROUGH PROGRAMS AND SERVICES, SUCH AS: > SAYRE HEALTH CENTER - RECOGNIZING A NEED FOR PRIMARY CARE SERVICES IN THE NEIGHBORHOOD, PENN JOINED FORCES WITH THE SCHOOL DISTRICT OF PHILADELPHIA TO BRING A STATE-OF-THE-ART HEALTH CARE FACILITY TO SAYRE HIGH SCHOOL IN WEST PHILADELPHIA. IN ADDITION TO PROVIDING PRIMARY CARE SERVICES TO THE COMMUNITY, PENN MEDICINE PHYSICIANS WORK IN PARTNERSHIP WITH SAYRE STUDENTS TO TEACH BASIC MEDICAL SERVICES THAT ONE DAY COULD LEAD TO A CAREER IN THE MEDICAL PROFESSION. > BRIDGING THE GAPS - A PARTNERSHIP OF THE AREA'S FIVE ACADEMIC HEALTH CENTERS, BRIDGING THE GAPS (BTG) LINKS THE TRAINING OF HEALTH PROFESSIONALS WITH THE PROVISION OF CARE TO ECONOMICALLY DISADVANTAGED POPULATIONS. LED BY UPHS PHYSICIANS AND STAFF, BTG GIVES MEDICAL STUDENTS THE OPPORTUNITY TO GAIN FIRST-HAND INSIGHT INTO THE COMPLEX ISSUES AFFECTING UNDERSERVED URBAN COMMUNITIES. THE NEIGHBORHOOD, PENN JOINED FORCES WITH THE SCHOOL DISTRICT OF PHILADELPHIA TO BRING A STATE-OF-THE-ART HEALTH CARE FACILITY TO SAYRE HIGH SCHOOL IN WEST PHILADELPHIA. IN ADDITION TO PROVIDING PRIMARY CARE SERVICES TO THE COMMUNITY, PENN MEDICINE PHYSICIANS WORK IN PARTNERSHIP WITH SAYRE STUDENTS TO TEACH BASIC MEDICAL SERVICES THAT ONE DAY COULD LEAD TO A CAREER IN THE MEDICAL PROFESSION. > BRIDGING THE GAPS - A PARTNERSHIP OF THE AREA'S FIVE ACADEMIC HEALTH CENTERS, BRIDGING THE GAPS (BTG) LINKS THE TRAINING OF HEALTH PROFESSIONALS WITH THE PROVISION OF CARE TO ECONOMICALLY DISADVANTAGED POPULATIONS. LED BY UPHS PHYSICIANS AND STAFF, BTG GIVES MEDICAL STUDENTS THE OPPORTUNITY TO GAIN FIRST-HAND INSIGHT INTO THE COMPLEX ISSUES AFFECTING UNDERSERVED URBAN COMMUNITIES. - HOW THE HEALTH SYSTEM REGULARLY REPORTS TO THE COMMUNITY ON THE ORGANIZATION'S QUALITY PERFORMANCE FOR THE FULL RANGE OF SERVICES IT PROVIDES SINCE 2007, UPHS HAS PUBLISHED AN ANNUAL COMMUNITY BENEFIT REPORT, "SIMPLY BECAUSE," WHICH HIGHLIGHTS SOME OF THE EXTENSIVE WORK UPHS PERFORMS IN THE COMMUNITY. THIS WIDELY DISTRIBUTED REPORT INCLUDES EXAMPLES OF OUR COMMUNITY EFFORTS AS WELL AS STATISTICS RELATED TO THE COMMUNITY BENEFIT WE PROVIDE. ADDITIONALLY, LAST YEAR UPHS IMPLEMENTED OUR "PENN MEDICINE CARES" (COMMUNITY ACTIVITY REPORTING E-INITIATIVE) PROGRAM. WHILE THE "SIMPLY BECAUSE" REPORT PROVIDES US A BRIEF GLIMPSE INTO ALL THE GOOD WORK UPHS PERSONNEL ARE INVOLVED IN, IT REPRESENTS ONLY A FRACTION OF THE TOTAL COMMUNITY SERVICE WORK THAT OCCURS. WE DEVELOPED THIS REPORTING PROGRAM TO ENCOURAGE OUR EMPLOYEES TO REPORT ALL OF THE COMMUNITY SERVICES THEY PROVIDE SO THAT WE CAN BETTER TRACK COMMUNITY OUTREACH, ENCOURAGE MORE VOLUNTEERISM AND BETTER TARGET OUR EFFORTS TO MEET THE GREATEST COMMUNITY NEEDS. HTTPS://WWW.PENNMEDICINE.ORG/WHY-PENN/SERVING-OUR-COMMUNITY/REPORTS - WHETHER AND HOW UPHS IS ADDRESSING THE PER CAPITA COST OF CARE IN THE COMMUNITY. UPHS SUPPORTS EFFORTS TO PROVIDE FREE AND LOW-COST CARE TO THE COMMUNITY THROUGH PARTNERSHIPS WITH BOTH PENN-RELATED AND NON-RELATED PROGRAMS. UPHS PHYSICIANS AND STAFF WORK IN HEALTH CLINICS THROUGHOUT PHILADELPHIA THAT PROVIDE THESE MUCH-NEEDED SERVICES THAT ALSO ADDRESSES THE PER CAPITA COST OF HEALTH CARE IN THE COMMUNITY. IN ADDITION, UPHS HAS A SPECIALTY CARE CONTRACT WITH THE CITY OF PHILADELPHIA THAT ALLOWS PHYSICIANS FROM THE CITY'S DISTRICT HEALTH CENTERS TO REFER PATIENTS INTO THE SYSTEM FOR APPOINTMENTS IN SPECIALTIES SUCH AS CARDIOLOGY, NEUROLOGY AND DERMATOLOGY. THESE SERVICES ARE PROVIDED TO THE CITY AT A SIGNIFICANTLY REDUCED COST - GIVING UNINSURED AND UNDERINSURED PATIENTS ACCESS TO CARE THEY MIGHT NOT OTHERWISE RECEIVE WHILE KEEPING DOWN THE PER CAPITA COST FOR THE CITY AND RESIDENTS OF THE COMMUNITY. AT UPHS, WORKING FOR THE BENEFIT OF THE COMMUNITY IS NOT ONLY A PRIORITY; IT IS ROOTED DEEP IN OUR CULTURE. ALONG WITH OUR ROLE AS A LEADER IN MEDICAL CARE AND RESEARCH, UPHS HAS CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE- BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND PROACTIVE IN FINDING SOLUTIONS. IN ADDITION TO OUR OWN INTERNAL EFFORTS, UPHS ALSO COLLABORATES WITH VARIOUS PUBLIC AND PRIVATE AGENCIES TO HELP DETERMINE COMMUNITY HEALTH NEEDS AND HOW BEST TO ADDRESS THEM. THE SUCCESS OF COMMUNITY OUTREACH REQUIRES A STRONG FOCUS ON SOLUTIONS. AT UPHS, WE CONTINUALLY FIND WAYS TO EXPAND AND STRENGTHEN THE SAFETY NET THAT HELPS ENSURE THE WELL-BEING OF THE COMMUNITIES WE SERVE. IN THAT REGARD, ONE OF OUR MAJOR RESPONSIBILITIES IS TO SHARE KNOWLEDGE. WORKING TOGETHER WITH COMMUNITY PARTNERS ENABLES US TO ACCOMPLISH MORE THAN ANY ONE PERSON COULD INDIVIDUALLY. |
| Schedule H, Part VI, Line 3 | UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN, RELIGIOUS CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UNINSURED OR UNDERINSURED PERSONS MAY APPLY FOR FINANCIAL ASSISTANCE AT JSA Schedule H (Form 990) 2014 4E1327 1.000 TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA 23-1352685 ANY TIME DURING TREATMENT OR WHEN REQUEST FOR PAYMENT IS MADE. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). |
| Schedule H, Part VI, Line 4 | UPHS IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. |
| Schedule H, Part VI, Line 5 | PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH) THE CORE COMMUNITY BENEFITS PROGRAMS OF UPHS WERE ESTABLISHED AND CONTINUE TO THRIVE WHETHER OPERATED BY OR ENCOURAGING VOLUNTEERS. HERE IS A LIST OF SOME OF THE COMMUNITY BENEFITS UPHS PROVIDES: - UNIVERSITY CITY HOSPITAL COALITION (UCHC) - PROVIDES MEALS TO THE HOMELESS AND HUNGRY. - UNITED COMMUNITY CLINIC (UCC) - A FREE HEALTH CLINIC IN THE BASEMENT OF A CHURCH IN THE EAST PARKSIDE NEIGHBORHOOD. - PROJECT ME (MIND EMPOWERMENT) - A PROGRAM AT JANE ADDAMS PLACE, AN EMERGENCY SHELTER FOR YOUNG HOMELESS MOTHERS, WHERE NURSES FROM VARIOUS DEPARTMENTS OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP) CONDUCT EDUCATIONAL CLASSES ON A VARIETY OF TOPICS INCLUDING CARING FOR BABY, FLU PREVENTION AND MORE. - ADDICTION UNIT AT PENN PRESBYTERIAN MEDICAL CENTER (PMC) - IS AN 18 BED FACILITY THAT PROVIDES REHAB TREATMENT FOR DRUG ADDICTS AND ALCOHOLICS. - DR. BERNETT L. JOHNSON, JR. SAYER HEALTH CENTER - THE LATE DR. SAYER HAD A VISION: TO CREATE A PRIMARY CARE HEALTH CENTER, WHERE PENN MEDICINE WORKS IN COLLABORATION WITH SAYER HIGH SCHOOL TO BRING STATE-OF-THE-ART HEALTH CARE TO THE NEIGHBORHOOD. SAYER IS ONE OF 30 SCHOOLS IN THE CITY A CHURCH IN THE EAST PARKSIDE NEIGHBORHOOD. - PROJECT ME (MIND EMPOWERMENT) - A PROGRAM AT JANE ADDAMS PLACE, AN EMERGENCY SHELTER FOR YOUNG HOMELESS MOTHERS, WHERE NURSES FROM VARIOUS DEPARTMENTS OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP) CONDUCT EDUCATIONAL CLASSES ON A VARIETY OF TOPICS INCLUDING CARING FOR BABY, FLU PREVENTION AND MORE. - ADDICTION UNIT AT PENN PRESBYTERIAN MEDICAL CENTER (PMC) - IS AN 18 BED FACILITY THAT PROVIDES REHAB TREATMENT FOR DRUG ADDICTS AND ALCOHOLICS. - DR. BERNETT L. JOHNSON, JR. SAYER HEALTH CENTER - THE LATE DR. SAYER HAD A VISION: TO CREATE A PRIMARY CARE HEALTH CENTER, WHERE PENN MEDICINE WORKS IN COLLABORATION WITH SAYER HIGH SCHOOL TO BRING STATE-OF-THE-ART HEALTH CARE TO THE NEIGHBORHOOD. SAYER IS ONE OF 30 SCHOOLS IN THE CITY - PREVENTION POINT CLINIC - A NON-PROFIT GROUP THAT PRIMARILY SERVES THOSE WHO ARE UNINSURED OR LIVING IN SHELTERS. THE PRESENCE OF PENN DOCTORS AT THE CLINIC HAS BEEN GETTING AROUND BY WORD-OF-MOUTH. PREVENTION POINT OFFERS A VARIETY OF HEALTH SERVICES RANGING FROM TREATING INFECTIONS TO PROVIDING VACCINES FOR HEPATITIS AND TETANUS. PATIENTS WITH MORE CHRONIC ISSUES CAN RECEIVE REFERRALS TO PRIMARY CARE ELSEWHERE IN THE CITY. - PUENTES DE SALUD - THE GOAL OF THE ORGANIZATION IS TO BRIDGE THE GAP BRINGING LOW COST, HIGH QUALITY HEALTH CARE AND SOCIAL SERVICES TO SOUTH PHILADELPHIA'S GROWING LATINO POPULATION. VOLUNTEERS CONSISTING OF PENN PHYSICIANS, NURSES, MEDICAL STUDENTS AND UNDERGRADUATES FROM THE UNIVERSITY OF PENNSYLVANIA PROVIDE CARE FOR NEARLY 1,400 PATIENTS PRIMARILY SPANISH SPEAKING IMMIGRANTS. ROUGHLY 10% OF THEM ARE DIABETIC. - LATINA COMMUNITY HEALTH SERVICES (LCHS) IS THE WOMEN'S HEALTH EXTENSION OF PUENTES DE SALUD. THE PROGRAM WAS CREATED TO PROVIDE QUALITY HEALTH CARE TO HISPANIC WOMEN INCLUDING ULTRASOUND SCREENING AND DIABETES EDUCATION. - A GROUP OF CLERGY MEMBERS FROM CHRISTIAN STRONGHOLD BAPTIST CHURCH FREQUENTLY ADVISE PARISHIONERS SUFFERING FROM DEPRESSION, ANXIETY AND OTHER MENTAL HEALTH ISSUES. IN ORDER TO PROVIDE BETTER COUNSEL, THE CLERGY MEMBERS CONTACTED ASSISTANT PROFESSORS FROM PENN. ALONG WITH OTHER PENN PHYSICIANS, THEY OVERSEE A SERIES OF SEMINARS AT THE CHURCH IN CONJUNCTION WITH THE MAINLINE CHAPTER OF THE NATIONAL ALLIANCE ON MENTAL ILLNESS (NAMI) TO EDUCATE THE PASTORS ON MENTAL HEALTH ISSUES. - HALL-MERCER HOMELESS PROGRAM - A PROGRAM THAT PROVIDES CARE AND RESOURCES FOR PEOPLE WHO LIVE ON THE STREETS OR HAVE A HISTORY OF HOMELESSNESS. AS THE BEHAVIORAL WING OF PENNSYLVANIA HOSPITAL, HALL-MERCER OFFERS A FULL RANGE OF SERVICES TO THE CITY'S MENTALLY ILL OR DISPLACED POPULATION.- PENN SIGHT SAVERS PROGRAM - A GROUP OF STUDENTS FROM THE PERELMAN SCHOOL OF MEDICINE CONDUCT HUNDREDS OF FREE GLAUCOMA SCREENINGS AND EDUCATE COMMUNITIES ON THE TOPIC OF OCULAR HEALTH. |
| Schedule H, Part VI, Line 6 | PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION) THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE AND KENNETT SQUARE, PENNSYLVANIA. CCH BECAME PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM EFFECTIVE SEPTEMBER 1, 2013; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF 1,355 MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK CURRENTLY EMPLOYING APPROXIMATELY 170 PHYSICIANS AT 51 OFFICE LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND THROUGH ITS NEW JERSEY AFFILIATE IN SOUTHERN NEW JERSEY; AND - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA. HUP AND CPUP ARE OPERATING DIVISIONS OF THE UNIVERSITY. PRESBYTERIAN, PENNSYLVANIA HOSPITAL, WISSAHICKON HOSPICE AND CCA ARE SEPARATE NONPROFIT CORPORATIONS AFFILIATED WITH AND CONTROLLED BY THE UNIVERSITY. |
| Schedule H, Part VI, Line 7 | N/A |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| FINANCIAL AID TO UNDERGRADUATE STUDENTS | 6843 | $262,103,000 | $0 | n/a | n/a |
| FINANCIAL AID TO GRADUATE STUDENTS | 7552 | $125,841,000 | $0 | N/A | N/A |
| STUDENT PRIZES AND AWARDS | 1370 | $3,035,000 | $0 | N/A | N/A |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule I, Part I, Line 2 | FormAndLineReferenceDesc |
| Explanation | PROCEDURES FOR MONITORING GRANTS THE UNIVERSITY MAINTAINS A POLICY OF OFFERING QUALIFIED UNDERGRADUATE APPLICANTS ADMISSION TO THE UNIVERSITY WITHOUT REGARD TO FINANCIAL CIRCUMSTANCE. THIS POLICY PROVIDES FINANCIAL AID TO ELIGIBLE STUDENTS IN THE FORM OF DIRECT GRANTS AND EMPLOYMENT DURING THE ACADEMIC YEAR. THE UNIVERSITY MAINTAINS AN ALL-GRANT POLICY WHEREBY ANY QUALIFIED UNDERGRADUATE STUDENT WITH DEMONSTRATED FINANCIAL NEED RECEIVES A LOAN-FREE AID PACKAGE. STUDENTS MAY STILL BORROW AT THEIR DISCRETION TO AN UNDERGRADUATE STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF TUITION REMISSION AS A RESULT OF A PARENT BEING ELIGIBLE TO RECEIVE THIS BENEFIT AS A CONDITION OF THEIR EMPLOYMENT. GRADUATE/PROFESSIONAL FINANCIAL AID CAN BE AWARDED BASED ON FINANCIAL NEED, SERVICE (TEACHING FELLOWSHIPS, RESEARCH ASSISTANTSHIPS AND FELLOWSHIPS) OR OTHER CRITERIA SUCH AS MERIT/ACADEMICS. PHD STUDENTS GENERALLY RECEIVE MULTI-YEAR AWARDS COVERING THEIR FULL EDUCATIONAL COSTS. A GRADUATE/PROFESSIONAL STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF BENEFIT AS DESCRIBED ABOVE. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Club Dues Or Fees | Yes (X) | ClubDuesOrFeesInd |
| Personal Services | Yes (X) | PersonalServicesInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | 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 | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (39 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CRAIG CARNAROLI | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $819,422 | $0 | $260,000 | $0 | $670 | $0 | $292,655 | $0 | $22,362 | $0 | $1,395,109 | $0 | $0 | $0 |
| JEFFREY COOPER | ||||||||||||||
| VP GOVT AND COMMUNITY RELATIONS | $316,657 | $16,941 | $0 | $0 | $48,000 | $0 | $18,921 | $0 | $26,775 | $0 | $410,353 | $16,941 | $0 | $0 |
| BONNIE GIBSON | ||||||||||||||
| VP BUDGET AND MGMT ANALYSIS | $322,510 | $0 | $50,000 | $0 | $7,730 | $0 | $27,044 | $0 | $28,443 | $0 | $435,727 | $0 | $0 | |
| STEPHEN GOLDING | ||||||||||||||
| VP FINANCE AND TREASURER | $388,626 | $36,895 | $57,500 | $0 | $38,975 | $0 | $36,663 | $0 | $22,034 | $0 | $543,798 | $36,895 | ||
| JOHN HEUER | ||||||||||||||
| VP HUMAN RESOURCES | $351,750 | $0 | $51,000 | $0 | $790 | $0 | $32,378 | $0 | $14,428 | $0 | $450,346 | $0 | $0 | $0 |
| JOHN HORN | ||||||||||||||
| COMPTROLLER | $259,651 | $0 | $33,000 | $0 | $1,153 | $0 | $21,448 | $0 | $7,376 | $0 | $322,628 | $0 | $0 | $0 |
| LARRY JAMESON | ||||||||||||||
| EXEC. VP UPHS DEAN OF PSOM | $1,516,715 | $0 | $727,125 | $0 | $51,874 | $0 | $328,000 | $0 | $42,007 | $0 | $2,665,721 | $0 | $0 | $0 |
| LESLIE KRUHLY | ||||||||||||||
| VP AND SECRETARY | $276,420 | $0 | $46,000 | $0 | $6,254 | $0 | $25,425 | $0 | $15,942 | $0 | $370,041 | $0 | $0 | $0 |
| STEPHEN J MACCARTHY | ||||||||||||||
| VP COMMUNICATIONS | $331,550 | $0 | $57,000 | $0 | $49,420 | $0 | $29,645 | $0 | $32,765 | $0 | $500,380 | $0 | $0 | $0 |
| JOANN MITCHELL | ||||||||||||||
| VP INSTITUTIONAL AFFAIRS | $325,346 | $0 | $54,000 | $0 | $1,290 | $0 | $29,835 | $0 | $14,240 | $0 | $424,711 | $0 | $0 | $0 |
| THOMAS MURPHY | ||||||||||||||
| VP INFO SYSTEMS AND COMPUTING | $401,683 | $0 | $64,000 | $0 | $9,225 | $0 | $30,810 | $0 | $24,993 | $0 | $530,711 | $0 | $0 | |
| ANNE PAPAGEORGE | ||||||||||||||
| VP FACILITIES AND REAL ESTATE | $379,615 | $0 | $67,700 | $0 | $690 | $0 | $34,695 | $0 | $13,507 | $0 | $496,207 | $0 | $0 | $0 |
| VINCENT PRICE | ||||||||||||||
| PROVOST | $652,535 | $0 | $195,000 | $0 | $1,290 | $0 | $172,670 | $0 | $27,284 | $0 | $1,048,779 | $0 | $0 | $0 |
| GREGORY ROST | ||||||||||||||
| VP AND CHIEF OF STAFF | $419,964 | $0 | $70,000 | $0 | $1,290 | $0 | $37,200 | $0 | $25,119 | $0 | $553,573 | $0 | $0 | $0 |
| ARTHUR RUBENSTEIN | ||||||||||||||
| FORMER EXEC VP DEAN PSOM | $449,911 | $0 | $0 | $0 | $6,180 | $0 | $23,400 | $0 | $23,093 | $0 | $502,584 | $0 | $0 | $0 |
| MAUREEN RUSH | ||||||||||||||
| VP PUBLIC SAFETY | $275,080 | $0 | $49,500 | $0 | $1,543 | $0 | $25,230 | $0 | $33,269 | $0 | $384,622 | $0 | $0 | $0 |
| WENDY WHITE | ||||||||||||||
| SR VP AND GENERAL COUNSEL | $611,057 | $0 | $101,000 | $0 | $1,980 | $0 | $55,530 | $0 | $19,524 | $0 | $789,091 | $0 | $0 | $0 |
| MARIE WITT | ||||||||||||||
| VP BUSINESS SERVICES | $295,885 | $0 | $39,300 | $0 | $780 | $0 | $27,435 | $0 | $24,099 | $0 | $387,499 | $0 | $0 | $0 |
| JOHN ZELLER | ||||||||||||||
| VP DEVELOPMENT ALUMNI RELTNS | $558,589 | $0 | $96,000 | $0 | $1,980 | $0 | $51,165 | $0 | $28,442 | $0 | $736,176 | $0 | $0 | $0 |
| PETER AMMON | ||||||||||||||
| CHIEF INVESTMENT OFFICER | $672,727 | $0 | $527,801 | $0 | $270 | $0 | $53,600 | $0 | $14,189 | $0 | $1,268,587 | $0 | $0 | $0 |
| ANDREW BINNS | ||||||||||||||
| ASSOCIATE PROVOST | $323,807 | $0 | $0 | $0 | $1,980 | $0 | $23,400 | $0 | $20,452 | $0 | $369,639 | $0 | $0 | $0 |
| DAWN BONNELL | ||||||||||||||
| VICE PROVOST FOR RESEARCH | $385,372 | $0 | $0 | $0 | $1,039 | $0 | $23,400 | $0 | $9,915 | $0 | $419,726 | $0 | $0 | $0 |
| PATRICK BRENNAN MD | ||||||||||||||
| SR VP CHIEF MEDICAL OFFICER | $443,886 | $0 | $238,219 | $0 | $55,661 | $0 | $23,400 | $0 | $22,329 | $0 | $783,495 | $0 | $0 | $0 |
| REBECCA COOKE | ||||||||||||||
| V. DEAN ADMIN PSOM | $357,692 | $0 | $149,826 | $0 | $790 | $0 | $23,400 | $0 | $24,504 | $0 | $556,212 | $0 | $0 | $0 |
| GLEN N GAULTON | ||||||||||||||
| VICE DEAN PSOM | $529,783 | $0 | $231,007 | $0 | $13,431 | $0 | $23,400 | $0 | $16,566 | $0 | $814,187 | $0 | $0 | $0 |
| ELIZABETH B JOHNSTON | ||||||||||||||
| EXECUTIVE DIRECTOR CPUP | $540,993 | $131,231 | $271,460 | $0 | $159,443 | $0 | $112,000 | $0 | $8,501 | $0 | $1,092,397 | $131,231 | $0 | $0 |
| KEITH KASPER | ||||||||||||||
| CFO UPHS | $649,801 | $108,716 | $312,813 | $0 | $165,536 | $0 | $116,000 | $0 | $24,977 | $0 | $1,269,127 | $108,716 | $0 | $0 |
| KEVIN MAHONEY | ||||||||||||||
| SVP UPHS CHIEF ADMIN OFFICER | $699,205 | $139,704 | $351,575 | $0 | $166,389 | $0 | $118,000 | $0 | $24,410 | $0 | $1,359,579 | $139,704 | $0 | $0 |
| GAIL MORRISON | ||||||||||||||
| VICE DEAN EDUCATION PSOM | $460,810 | $0 | $197,454 | $0 | $17,547 | $0 | $23,400 | $0 | $20,394 | $0 | $719,605 | $0 | $0 | $0 |
| RALPH MULLER | ||||||||||||||
| CEO UPHS | $1,482,718 | $293,084 | $710,362 | $0 | $332,202 | $0 | $293,084 | $0 | $12,376 | $0 | $2,830,742 | $293,084 | $0 | $0 |
| PHILLIP OKALA | ||||||||||||||
| SR VP UPHS BUS DEVELOPMENT | $682,490 | $54,461 | $180,469 | $0 | $74,039 | $0 | $75,001 | $0 | $22,501 | $0 | $1,034,500 | $54,461 | $0 | $0 |
| PETER D QUINN MD DMD | ||||||||||||||
| SR VP UPHS VICE DEAN PSOM | $837,888 | $607,394 | $402,343 | $0 | $777,310 | $0 | $23,400 | $0 | $16,229 | $0 | $2,057,170 | $607,394 | $0 | $0 |
| GARRY L SCHEIB | ||||||||||||||
| COO UPHS | $896,796 | $218,713 | $428,313 | $0 | $251,288 | $0 | $178,000 | $0 | $17,544 | $0 | $1,771,941 | $218,713 | $0 | $0 |
| THOMAS L SPRAY MD | ||||||||||||||
| CHOP SURGERY | $1,445,697 | $0 | $0 | $0 | $6,895,638 | $0 | $23,400 | $0 | $11,695 | $0 | $8,376,430 | $0 | $0 | $0 |
| N SCOTT ADZICK MD | ||||||||||||||
| CHOP SURGERY | $770,749 | $0 | $0 | $0 | $1,359,297 | $0 | $23,400 | $0 | $17,300 | $0 | $2,170,746 | $0 | $0 | $0 |
| MICHAEL SEAN GRADY MD | ||||||||||||||
| SURGEON OTORHINOLARYNGOLOGY | $1,310,202 | $0 | $540,150 | $0 | $3,953 | $0 | $33,236 | $0 | $19,741 | $0 | $1,907,282 | $0 | $0 | $0 |
| WILLIAM C WELCH MD | ||||||||||||||
| NEUROSURGERY | $1,347,691 | $0 | $0 | $0 | $362,689 | $0 | $23,400 | $0 | $21,355 | $0 | $1,755,135 | $0 | $0 | $0 |
| PAUL MARCOTTE MD | ||||||||||||||
| NEUROSURGERY | $1,297,915 | $0 | $0 | $0 | $369,102 | $0 | $33,236 | $0 | $6,818 | $0 | $1,707,071 | $0 | $0 | $0 |
| DR AMY GUTMANN | ||||||||||||||
| PRESIDENT EX OFFICIO TRUSTEE | $1,216,096 | $0 | $1,450,000 | $0 | $257,211 | $0 | $371,170 | $0 | $39,401 | $0 | $3,333,878 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule J, Part I, Line 1a | FIRST CLASS OR CHARTER TRAVEL THE MODE OF AIR TRAVEL UTILIZED BY UNIVERSITY EMPLOYEES IS EXPECTED TO BE THE LEAST COSTLY OPTION, CONSISTENT WITH THE ITINERARY AND PARTICULAR UNIVERSITY BUSINESS PURPOSE INVOLVED. ON FEDERALLY FUNDED PROJECTS, COMPLIANCE WITH THE FLY AMERICA ACT TAKES PRECEDENCE OVER CHOOSING A LESS EXPENSIVE FOREIGN CARRIER. IN CERTAIN LIMITED CIRCUMSTANCES, CERTAIN INDIVIDUALS MAY TRAVEL FIRST CLASS. ANY FIRST CLASS EXCEPTIONS TO THE UNIVERSITY'S POLICY ARE SUBJECT TO APPROPRIATE REVIEW AND APPROVAL. TRAVEL FOR COMPANIONS TRAVEL EXPENSES OF A SPOUSE (OR DEPENDENT) MAY BE PROVIDED BY THE UNIVERSITY AS A REGULAR BUSINESS EXPENSE ONLY IF THE TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. FURTHER, TRAVEL EXPENSES FOR SPOUSES AND DEPENDENTS ARE ALLOWABLE DURING THE INTERVIEW PROCESS PRIOR TO AN EMPLOYMENT OFFER, SINCE EMPLOYMENT IS CONSIDERED A FAMILY TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES WITH APPROPRIATE APPROVAL. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP, TO BE USED BY THE PRESIDENT IN CONNECTION WITH HER DUTIES. THE PRESIDENT IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. |
| Schedule J, Part I, Line 4 | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNT WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER- NO DISTRIBUTION CARNAROLI, CRAIG- NO DISTRIBUTION COOPER, JEFFREY- $16,941 GIBSON, BONNIE- NO DISTRIBUTION GOLDING, STEPHEN- $36,895 HEUER, JOHN- NO DISTRIBUTION HORN, JOHN- NO DISTRIBUTION KRUHLY, LESLIE- $3,569 MACCARTHY, STEPHEN J.- $17,144 MITCHELL, JOANN- NO DISTRIBUTION MURPHY, THOMAS - NO DISTRIBUTION PAPAGEORGE, ANNE- NO DISTRIBUTION PRICE, VINCENT- NO DISTRIBUTION ROST, GREGORY- NO DISTRIBUTION RUSH, MAUREEN- NO DISTRIBUTION WHITE, WENDY- NO DISTRIBUTION WITT, MARIE- NO DISTRIBUTION ZELLER, JOHN- NO DISTRIBUTION THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. PRICE, VINCENT- NO DISTRIBUTION ROST, GREGORY- NO DISTRIBUTION RUSH, MAUREEN- NO DISTRIBUTION WHITE, WENDY- NO DISTRIBUTION WITT, MARIE- NO DISTRIBUTION ZELLER, JOHN- NO DISTRIBUTION THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: JOHNSTON, ELIZABETH- $131,231 KASPER, KEITH- $108,716 MAHONEY, KEVIN- $139,704 MULLER, RALPH- $293,084 OKALA, PHILIP- $54,461 QUINN, PETER D.- $773,394 SCHEIB, GARRY- $218,713 |
| Schedule J, Part I, Line 7 | THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER- NO DISTRIBUTION CARNAROLI, CRAIG- NO DISTRIBUTION COOPER, JEFFREY- $16,941 GIBSON, BONNIE- NO DISTRIBUTION GOLDING, STEPHEN- $36,895 HEUER, JOHN- NO DISTRIBUTION HORN, JOHN- NO DISTRIBUTION KRUHLY, LESLIE- $3,569 MACCARTHY, STEPHEN J.- $17,144 MITCHELL, JOANN- NO DISTRIBUTION MURPHY, THOMAS - NO DISTRIBUTION PAPAGEORGE, ANNE- NO DISTRIBUTION PRICE, VINCENT- NO DISTRIBUTION ROST, GREGORY- NO DISTRIBUTION RUSH, MAUREEN- NO DISTRIBUTION WHITE, WENDY- NO DISTRIBUTION WITT, MARIE- NO DISTRIBUTION ZELLER, JOHN- NO DISTRIBUTION THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. |
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 |
|---|---|---|---|---|---|---|---|---|
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A&B 2005 | ||||||||
| A | 222243852 | 70917NR97 | 2005-01-12 | $112,618,284 | REFUND 1995 BONDS; SPRINKLER SYSTM | 0 | 0 | 0 |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES C 2005 | ||||||||
| B | 222243852 | 70917N7V0 | 2005-08-18 | $146,112,644 | REDEEM 1998 BONDS; CAP PROJECTS | Yes (1) | 0 | 0 |
| PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES A 2014 | ||||||||
| C | 222243852 | 2014-06-12 | $100,000,000 | VARIOUS CAPITAL PROJECTS | 0 | 0 | 0 | |
| PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES OF 2015 | ||||||||
| D | 222243852 | 70917SSJ3 | 2015-05-19 | $398,010,258 | ADV. REFUND; VARIOUS CAPITAL PROJE | 0 | 0 | 0 |
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 | $100,140,284 | $0 | $112,618,284 | $0 | $0 | $0 | $273,585 | $0 | $0 | $5,039,284 | $107,305,415 | $0 | 2005 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
| B | $140,805,644 | $111,607,729 | $146,112,644 | $0 | $0 | $0 | $945,629 | $0 | $0 | $70,126,989 | $75,040,026 | $0 | 2006 | 0 | Yes (1) | Yes (1) | Yes (1) |
| C | $0 | $0 | $100,000,000 | $0 | $0 | $0 | $400,175 | $0 | $0 | $99,599,825 | $0 | $0 | 2014 | 0 | 0 | Yes (1) | Yes (1) |
| D | $344,258 | $0 | $398,010,258 | $0 | $0 | $134,411,993 | $2,275,487 | $0 | $0 | $150,000,000 | $11,322,778 | $0 | 2015 | Yes (1) | Yes (1) | Yes (1) | Yes (1) |
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 | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd | Engage Bond Counsel ResearchEngageBondCounselResearchInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | 0 | 0 | 0 | 0 | Yes (1) | |||
| B | 0 | Yes (1) | 0 | Yes (1) | 0.01303 | 0 | 0 | Yes (1) | Yes (1) | 0.00314 | 0.00989 |
| C | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
| D | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
| B | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | Yes (1) |
| C | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 |
| D | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | 0 | 0 |
Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
| C | Yes (1) |
| D | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Schedule K, Part I-01/12/2005 112,618,284 PA HIGHER ED FACILITIES AUTHORITY SERIES A&B 2005 | TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2015 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $86,419,621 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2015. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2014 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), AND TO CHESTER COUNTY HOSPITAL (EIN 23-0469150), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2014 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $4,000,000 FOR PENNSYLVANIA HOSPITAL, $15,000,000 FOR PRESBYTERIAN MEDICAL CENTER, AND $51,247,239 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2015. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2012 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $29,568,276 FOR PENNSYLVANIA A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2011 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2011 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $14,908,320 FOR PENNSYLVANIA HOSPITAL AND $14,908,320 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2015. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL WAS $16,747,576 AS OF JUNE 30, 2015. |
| Schedule K, Part I, Column a-01/12/2005 112,618,284 PA HIGHER ED FACILITIES AUTHORITY SERIES A&B 200 | TAX-EXEMPT BONDS- ADDITIONAL CUSIP # INFORMATION FORM 990, SCHEDULE K, PART I, ROW A, ITEM C THE FOLLOWING IS AN ADDITIONAL CUSIP # FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A & B OF 2005- 70917NQ72 |
| Schedule K, Part II, Line 3-01/12/2005 112,618,284 PA HIGHER ED FACILITIES AUTHORITY SERIES A&B 2005 | FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2011, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $5,086 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2005, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $1,165,427 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2011, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $297 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $27,570 IN TOTAL INVESTMENT EARNINGS. |
| Schedule K, Part III, Line 1-01/12/2005 112,618,284 PA HIGHER ED FACILITIES AUTHORITY SERIES A&B 200 | FOR THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES OF 2015 (NEW-MONEY PORTION ONLY), UPHS SERIES A OF 2014, UPHS SERIES A OF 2012, UPHS SERIES A OF 2011, SERIES A OF 2011, AND UPHS SERIES A OF 2008, THE UNIVERSITYHAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME. AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND PROCEEDS ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5. |
| Schedule K, Part IV, Line 1-01/12/2005 112,618,284 PA HIGHER ED FACILITIES AUTHORITY SERIES A&B 2005 | NA |
| Schedule K, Part IV, Line 2a-01/12/2005 112,618,284 PA HIGHER ED FACILITIES AUTHORITY SERIES A&B 200 | NA |
| Schedule K, Part IV, Line 2c-06/12/2014 100,000,000 PA HIGHER ED FACILITIES ATHRTY UPHS SERIES A 201 | FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2011, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $5,086 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2005, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $1,165,427 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2011, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $297 IN TOTAL INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $27,570 IN TOTAL INVESTMENT EARNINGS. |
Schedule K IRS990ScheduleK
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DR AMY GUTMANN | |||||||
| PRESIDENT | RETENTION/RECRUITMNT | Yes (X) | $1,250,000 | $1,250,000 | 0 | Yes (1) | Yes (1) |
| GEOFFREY M GARRETT | |||||||
| DEAN | RETENTION/RECRUITMNT | Yes (X) | $150,000 | $148,214 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $1,398,214 | TotalBalanceDueAmt |
Schedule M IRS990ScheduleM
Securities Miscellaneous SecuritiesMiscellaneousGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 924 | ContributionCnt |
| Noncash Contributions Rpt F990 | $66,652,608 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | DONATED EQUIPMENT | 10 | $1,284,490 | FAIR MARKET VALUE |
| Yes (X) | OTHER GIFTS IN KIND | 33 | $2,303,820 | FAIR MARKET VALUE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule M, Part I, Line 32b | FormAndLineReferenceDesc |
| Explanation | UTILIZATION OF THIRD PARTIES FOR SALES IN RARE INSTANCES WHERE NON-RARE, DUPLICATE, DONATIONS OF ART, HISTORICAL ASSETS OR OTHER SIMILAR ASSETS ARE RECEIVED, SUCH ITEMS MAY BE SENT TO A NON-PROFIT VENDOR FOR RESALE. THE UNIVERSITY THEN RECEIVES A PORTION OF THE SALES PRICE. THE TOTAL ACTIVITY WITH THIS VENDOR TYPICALLY GENERATES LESS THAN $2,000 PER YEAR. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, Line 11b | THE FIRST DRAFT OF THE FEDERAL FORM 990 IS RECEIVED FROM OUR TAX CONSULTING FIRM, PRICEWATERHOUSECOOPERS LLP ("PWC"), ON OR BEFORE MARCH 15TH OF THE FILING YEAR AND REVIEWED BY THE ASSOCIATE COMPTROLLER. THE FORM 990 IS THEN DISTRIBUTED TO VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS, INCLUDING THE COMPTROLLER, CFO OF THE HEALTH SYSTEM, AND VICE PRESIDENT FOR FINANCE AND TREASURER PRIOR TO MEETING WITH PWC AND THE ASSOCIATE COMPTROLLER TO DISCUSS AND FINALIZE THE FORM. THE FIRST DRAFT OF THE FEDERAL FORM 990 IS RECEIVED FROM OUR TAX CONSULTING FIRM, PRICEWATERHOUSECOOPERS LLP ("PWC"), ON OR BEFORE MARCH 15TH OF THE FILING YEAR AND REVIEWED BY THE ASSOCIATE COMPTROLLER. THE FORM 990 IS THEN DISTRIBUTED TO VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS, INCLUDING THE COMPTROLLER, CFO OF THE HEALTH SYSTEM, AND VICE PRESIDENT FOR FINANCE AND TREASURER PRIOR TO MEETING WITH PWC AND THE ASSOCIATE COMPTROLLER TO DISCUSS AND FINALIZE THE FORM. |
| Form 990, Part VI, Section B, Line 12c | EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; (5) MEMBERS OF THE INVESTMENT BOARD; AND (5) KEY EMPLOYEES. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. |
| Form 990, Part VI, Section B, Line 15 | THE MEMBERSHIP OF THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST 5 DISINTERESTED, VOTING MEMBERS OF THE BOARD OF TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA. THE COMMITTEE HAS THE AUTHORITY AND RESPONSIBILITY BOTH FOR PROVIDING OVERSIGHT AND REVIEW OF THE EXECUTIVE COMPENSATION PROCESS, OVERSIGHT AND REVIEW OF THE ACTUAL COMPENSATION DECISIONS, AND FOR REVIEWING ACTUAL AND PERCEIVED CONFLICT OF INTEREST TRANSACTIONS INVOLVING TRUSTEES AND STATUTORY OFFICERS ACCORDING TO GUIDELINES ESTABLISHED BY THE UNIVERSITY'S CONFLICT-OF-INTEREST POLICY AS ADOPTED BY THE BOARD OF TRUSTEES. THE COMMITTEE ADOPTS AND IMPLEMENTS EXECUTIVE COMPENSATION PRINCIPLES, AND IS ACCOUNTABLE FOR THE COMPENSATION AND BENEFITS ARRANGEMENTS OF THE PRESIDENT AND HER DIRECT REPORTS, THE STATUTORY OFFICERS, SENIOR ACADEMIC OFFICIALS, DEANS, OTHER KEY EMPLOYEES, AND ALL THOSE INDIVIDUALS WHO ARE POTENTIALLY DISQUALIFIED PERSONS WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS LEGISLATION. THE COMMITTEE MAY PERIODICALLY REVIEW THE COMPENSATION AND BENEFITS OF OTHER HIGHLY COMPENSATED INDIVIDUALS, EVEN IF THEY ARE NOT DEEMED TO EXERCISE "SUBSTANTIAL INFLUENCE" OVER THE UNIVERSITY. THE COMPENSATION SUBCOMMITTEE (CREATED TO CONFORM TO CERTAIN PROCEDURES IN DOCUMENTING REASONABLE SALARIES FOR THE OFFICERS OF THE UNIVERSITY), MEETS AT LEAST TWICE A YEAR TO REVIEW APPROPRIATE DATA, INCLUDING COMPARABLE SALARIES, IN ORDER TO REPORT ITS CONCLUSIONS AND RECOMMENDATIONS ON OFFICERS' SALARIES FOR FINAL APPROVAL. THE COMPENSATION SUBCOMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY TO SERVE AS A CONSULTANT. |
| Form 990, Part VI, Section C, Line 19 | GOVERNING DOCUMENTS - OFFICIAL RECORDS GENERATED OR RECEIVED BY THE ADMINISTRATIVE AND ACADEMIC OFFICES OF THE UNIVERSITY IN THE CONDUCT OF THEIR BUSINESS ARE THE PROPERTY OF THE UNIVERSITY AND MAY BECOME ARCHIVAL MATERIAL. THE ARCHIVED RECORDS ARE AVAILABLE THROUGH THE UNIVERSITY ARCHIVES AND RECORDS CENTER WEB SITE HTTP://WWW.ARCHIVES.UPENN.EDU UNDER PRIMARY SOURCES. FORM 1023 - SINCE THE UNIVERSITY HAS BEEN IN EXISTENCE SINCE 1740, THE ORGANIZATION WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, ITS IRC SECTION 501(C)(3) TAX-EXEMPT STATUS IS GRANDFATHERED BY THE IRS. CONFLICT OF INTEREST POLICES - POLICIES, STATEMENTS, AND GUIDELINES ARE AVAILABLE TO THE PUBLIC ON THE OFFICE OF THE AUDIT, COMPLIANCE, AND PRIVACY WEB SITE AT HTTP://WWW.UPENN.EDU/AUDIT/OACP UNDER PRINCIPLES OF RESPONSIBLE CONDUCT. FINANCIAL STATEMENTS - THE UNIVERSITY'S ANNUAL REPORT IS PRODUCED BY THE OFFICE OF THE VICE PRESIDENT AND TREASURER IN CONJUNCTION WITH THE OFFICE OF THE COMPTROLLER AND INCLUDES THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, SUMMARY OF ENDOWMENT PERFORMANCE, AND MESSAGES FROM EXECUTIVE MANAGEMENT. ANNUAL REPORTS ARE PUBLISHED AFTER THE CLOSE OF EACH FISCAL YEAR (JULY 1 TO JUNE 30) AND ARE AVAILABLE ON THE COMPTROLLER WEB SITE AT HTTP://WWW.FINANCE.UPENN.EDU/COMPTROLLER UNDER ANNUAL REPORTS. |
| Form 990, Part XI, Line 9 | not available |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (9 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Direct Controlling NADirectControllingNACd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | Province Or StateForeignAddress/ProvinceOrStateNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt | Address Line2ForeignAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RA CITRUS-HEIGHT REMAINDERCO LLC | ||||||||||||||||||
| 6162 SAN JUAN AVE | CITRUS HEIGHTS | CA | 95610 | 134018559 | REMAINDER | CA | $0 | $0 | N/A | |||||||||
| RA FLINT REMAINDERCO LLC | ||||||||||||||||||
| 5014 CLIO ROAD | FLINT | MI | 48501 | 134018594 | REMAINDER | MI | $0 | $0 | N/A | |||||||||
| RA GIBBSTOWN REMAINDERCO LLC | ||||||||||||||||||
| 380 HARMONY ROAD | GIBBSTOWN | NJ | 08027 | 231352685 | REMAINDER | NJ | $0 | $0 | N/A | |||||||||
| RA BLYTHE REMAINDERCO LLC | ||||||||||||||||||
| 890 EAST HOBSON WAY | BLYTHE | CA | 92225 | 231352685 | REMAINDER | CA | $0 | $0 | N/A | |||||||||
| RA CLAREMONT REMAINDERCO LLC | ||||||||||||||||||
| 45-99 WASHINGTON STREET | CLAREMONT | NH | 03743 | 231352685 | REMAINDER | NH | $0 | $0 | N/A | |||||||||
| UNIV OF PENN USA FOUNDATION LTD | ||||||||||||||||||
| 980387770 | CHARITY | -$1,356,985 | $798,865 | 19 NORCOTT ROAD | LONDON | ENGLAND | UK | N167EJ | UK | TRUSTEES | ||||||||
| UNIV OF PENN HK FND LIMITED | ||||||||||||||||||
| 981062727 | CHARITY | -$6,109 | $643,682 | 191 JAVA RD | HONG KONG | HONG KONG | CH | HK | CH | TRUSTEES | ROOM 8 7F K WAH CENTRE | ROOM 8 7F K WAH CENTRE | ||||||
| LEARNING ALLIANCE LLC | ||||||||||||||||||
| 1398 WLIMINGTON PIKE | WEST CHESTER | PA | 19383 | 562351966 | EDUCATIONAL | PA | $39,417 | $2,813,921 | TRUSTEES | |||||||||
| RA03 NEW OXFORD REMAINDERCO LLC | ||||||||||||||||||
| 5675 YORK ROAD | NEW OXFORD | PA | 17350 | 231352685 | REMAINDER | PA | $0 | $0 | N/A | |||||||||
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (31 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Business Name Line2DisregardedEntityName/BusinessNameLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ABRAMSON INSTITUTE | ||||||||||||
| 1086 PENLLYN BLUE BELL PIKE | BLUE BELL | PA | 19422 | 232929823 | MED RESEARCH | PA | 501(C)(3) | 4 | N/A | 0 | ||
| CLINICAL CARE ASSOCIATES OF UPHS | ||||||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232729852 | HEALTHCARE | PA | 501 (C) (3) | 9 | Yes (1) | TRUSTEES | ||
| UNIVERSITY CLUB AT PENN INC | ||||||||||||
| 3611 WALNUT STREET | PHILADELPHIA | PA | 19104 | 236299508 | FAC. CLUB | PA | 501(C)(3) | 11, A | Yes (1) | TRUSTEES | ||
| FRANKLIN SPECIALTY PHYSICIANS | ||||||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 232992715 | SUPPORT ORG | PA | 501 (C) (3) | 11, B | Yes (1) | PA HOSPITAL | ||
| OAP INC | ||||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 231986931 | SUPPORT ORG | PA | 501 (C) (3) | 11, A | Yes (1) | TRUSTEES | ||
| PENN CENTER FOR REHAB AND CARE | ||||||||||||
| 3609 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 232422635 | HEALTHCARE | PA | 501 (C) (3) | 3 | Yes (1) | PMC | ||
| PENN CLUB OF NEW YORK INC | ||||||||||||
| 30 WEST 44TH STREET | NEW YORK | NY | 10036 | 232726687 | CLUB | NY | 501 (C) (7) | N/A | N/A | 0 | ||
| PENN PRAXIS INC | ||||||||||||
| 210 SOUTH 34TH STREET | PHILADELPHIA | PA | 19104 | 752974931 | SUPPORT ORG | PA | 501 (C) (3) | 11, A | Yes (1) | TRUSTEES | ||
| PENN PRESS INC | ||||||||||||
| 3905 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 231876142 | PUBLISHING | PA | 501(C)(3) | 11, A | Yes (1) | TRUSTEES | ||
| PENNSYLVANIA HOSPITAL OF UPHS | ||||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 311538725 | HEALTHCARE | PA | 501(C)(3) | 3 | Yes (1) | TRUSTEES | ||
| PGH DEVELOPMENT CORP | ||||||||||||
| 426 CURIE BLVD | PHILADELPHIA | PA | 19104 | 232351015 | SUPPORT ORG | PA | 501(C)(3) | 11, A | N/A | 0 | ||
| PHOENIXVILLE HOSPITAL OF UPHS | ||||||||||||
| 3001 MARKET STREET 3RD FLOOR | PHILADELPHIA | PA | 19104 | 232901089 | SUPPORT ORG | PA | 501(C)(3) | 3 | Yes (1) | TRUSTEES | ||
| PRESBYTERIAN ANESTHESIOLOGY FOUNDATION | ||||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232561573 | SUPPORT ORG | PA | 501(C)(3) | 11, A | Yes (1) | PMC | ||
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232810852 | HEALTHCARE | PA | 501(C)(3) | 3 | Yes (1) | TRUSTEES | ||
| THE ASC TRUST OF THE UNIV OF PA | ||||||||||||
| 1500 MARKET ST STE 3500E | PHILADELPHIA | PA | 19102 | 810550464 | SUPPORT ORG | PA | 501(C)(3) | 11, D | N/A | 0 | ||
| UPENN INTERNATIONAL | ||||||||||||
| 3451 WALNUT STREET SUITE 731 | PHILADELPHIA | PA | 19104 | 454985731 | SUPPORT ORG | PA | 501(C)(3) | 11, A | Yes (1) | TRUSTEES | ||
| THE CHESTER COUNTY HOSPITAL | ||||||||||||
| 701 EAST MARSHALL STREET | WEST CHESTER | PA | 19380 | 230469150 | HOSPITAL | PA | 501(C)(3) | 3 | Yes (1) | CCH&HS | ||
| NEIGHBORHOOD HEALTH AGENCIES INC | ||||||||||||
| 795 EAST MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324782 | NURSING | PA | 501(C)(7) | 11, A | Yes (1) | CCH&HS | ||
| NEIGHBORHOOD VISITING NURSE ASSOCIATION | ||||||||||||
| 795 EAST MARSHALL STREET | WEST CHESTER | PA | 19380 | 231352243 | NURSING | PA | 501(C)(3) | 9 | Yes (1) | CCH&HS | ||
| NEIGHBORHOOD LEAGUE HEALTH SERVICES | ||||||||||||
| 795 EAST MARSHALL STREET | WEST CHESTER | PA | 19380 | 232324787 | HEALTH SERVICES | PA | 501(C)(3) | 9 | Yes (1) | CCH & HS | ||
| CHESTER COUNTY HOSPITAL & HEALTH SYSTEM | ||||||||||||
| 701 EAST MARSHALL STREET | WEST CHESTER | PA | 19380 | 264233321 | MANAGEMENT SERVICES | PA | 501(C)(3) | 11, A | Yes (1) | TRUSTEES | ||
| UPENN MASTER RETIREMENT TRUST | ||||||||||||
| 3451 WALNUT STREET ROOM 305 | PHILADELPHIA | PA | 19106 | 043574136 | RETIRE TRUST | PA | 501(A) | N/A | Yes (1) | TRUSTEES | ||
| CARL V S PATTERSON 19 UN OF PA | ||||||||||||
| CO PNC BANK 620 LIBERTY AVE | PITTSBURGH | PA | 15222 | 236415355 | SUPPORT TRUST | PA | 4947(A)(1) | N/A | N/A | 0 | ||
| MORRIS EST LYDIA T DECD TW | ||||||||||||
| 1525 W WT HARRIS BLVD | CHARLOTTE | NC | 28262 | 236210940 | SUPPORT TRUST | PA | 501(C)(3) | 11, C | N/A | 0 | ||
| PRESBYTERIAN MULTI-SPECIALTY GROUP | ||||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232723154 | HEALTHCARE | PA | 501(C)(3) | 9 | Yes (1) | PMC | ||
| PRESBYTERIAN PERSONAL CARE RESIDENCE | ||||||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232294713 | HEALTHCARE | PA | 501(C)(3) | 11,A | Yes (1) | PMC | ||
| SS HUEBNER FOUNDATION FOR | ||||||||||||
| 3000 STEINBERG HALL | PHILADELPHIA | PA | 19104 | 236297325 | EDUCATIONAL SUPPORT | PA | 501(C)(3) | 11, A | N/A | 0 | INSURANCE EDUCATION | |
| UNIVERSITY CITY ASSOCIATES INC | ||||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 233021159 | SUPPORT ORG | PA | 501(C)(3) | 11, A | Yes (1) | TRUSTEES | ||
| UPENN RETIREE BENEFITS TRUST | ||||||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 232769744 | BENEFITS | PA | 501(C)(3) | 11, A | Yes (1) | TRUSTEES | ||
| WISSAHICKON HOSPICE OF UPHS | ||||||||||||
| 150 MONUMENT ROAD SUITE 300 | BALA CYNWYD | PA | 19004 | 232152662 | HOSPICE CARE | PA | 501(C)(3) | 9 | TRUSTEES | |||
| WOMEN'S AND CHILDREN'S HEALTH SERVICES | ||||||||||||
| 700 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232248956 | HEALTHCARE | PA | 501(C)(3) | 3 | Yes (1) | PA HOSPITAL | ||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | EINEIN |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| NEIGHBRHD PRES & DEV FUND LP | |||||||||||||||||||
| 240 NEW YORK DR STE 1 | Fort Washington | PA | 19034 | RENTAL | PA | UCA | Unrelated | $0 | $0 | 0 | $0 | 0 | 0 | ||||||
| SISU CAP PRIV EQUITY FUND B | |||||||||||||||||||
| INVESTMENT | TRUSTEES | Excluded | -$1,100,263 | $2,584,412 | 0 | $0 | 0 | 0.5698 | 1 RED PLACE W1K 6PL | London | UK | W1K 6PL | UK | ||||||
| SISU CAP PRIV EQUITY FUND E | |||||||||||||||||||
| INVESTMENT | TRUSTEES | Excluded | -$17,668 | $2,735,283 | 0 | $0 | 0 | 0.74548 | 1 RED PLACE | London | UK | W1K 6PL | UK | ||||||
| DVG 1740 FUND LP | |||||||||||||||||||
| ONE FAWCETT PLACE | Greenwich | CT | 06830 | INVESTMENT | CT | TRUSTEES | Excluded | $965,774 | $165,234,028 | 0 | $0 | 0 | 1.00 | 800961539 | |||||
| GALLOPAVO LP | |||||||||||||||||||
| 2000 MCKINNEY AVE STE 2125 | Dallas | TX | 75201 | INVESTMENT | TX | TRUSTEES | Excluded | -$18,675,282 | $81,819,504 | 0 | $0 | 0 | 1.00 | 464621967 | |||||
| SRP INVESTORS FUND A LP | |||||||||||||||||||
| 2001 ROSS AVE SUITE 2800 | Dallas | TX | 75201 | INVESTMENT | TX | TRUSTEES | Excluded | -$51,228 | $1,400,919 | 0 | $0 | 0 | 0.94261 | ||||||
| FERN HILL LLC | |||||||||||||||||||
| 2001 ROSS AVE SUITE 2800 | West Chester | PA | 19380 | RENTAL | PA | THHS | Excluded | $0 | $0 | 0 | $0 | 0 | 0 | 233005147 | |||||
| OAKLANDS WAY MEDICAL BUILDING | |||||||||||||||||||
| 929 SOUTH HIGH STREET | West Chester | PA | 19380 | RENTAL | PA | THHS | Excluded | $0 | $0 | 0 | $0 | 0 | 0 | ||||||
| FERN HILL PARTNERSHIP III LP | |||||||||||||||||||
| 929 SOUTH HIGH STREET | West Chester | PA | 19380 | RENTAL | PA | THHS | Excluded | $0 | $0 | 0 | $0 | 0 | 0 | ||||||
| SPRUCE MRI ASSOCIATES | |||||||||||||||||||
| 801 SPRUCE STREET - LOWER LEVEL | Philadelphia | PA | 19107 | INVESTMENT | PA | PAH | Excluded | $0 | $0 | 0 | $0 | 0 | 0 | ||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (15 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 | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Address Line1ForeignAddress/AddressLine1Txt | Address Line2ForeignAddress/AddressLine2Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Address Line2USAddress/AddressLine2Txt | Direct Controlling NADirectControllingNACd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLINICAL HEALTH CARE ASSOC | ||||||||||||||||||||
| 250 KING OF PRUSSIA ROAD 4TH FLOOR | RADNOR | PA | 190875220 | 232865181 | PHYS MGMT | PA | CCA | C | $0 | $0 | 0 | Yes (1) | ||||||||
| DELANCEY CORPORATION | ||||||||||||||||||||
| 510 WALNUT STREET SUITE 420 | PHILADELPHIA | PA | 19106 | 232060159 | RENTAL | PA | CCA | C | $0 | $0 | 0 | Yes (1) | ||||||||
| FRANKLIN CASUALTY INSURANCE CO | ||||||||||||||||||||
| PO BOX 350 | BURLINGTON | VT | 054010530 | 043378984 | INSURANCE | VT | TRUSTEES | C | -$162,732 | $30,586,057 | 1 | Yes (1) | ||||||||
| PENN TOWER HOTEL INC | ||||||||||||||||||||
| 3401 WALNUT STREET SUITE 440A | PHILADELPHIA | PA | 19104 | 232812573 | HOTEL/RESTAURANT | PA | TRUSTEES | C | $726,373 | $12,418,559 | 1 | Yes (1) | ||||||||
| PRESBYTERIAN MEDICAL SERVICES | ||||||||||||||||||||
| 39TH AND MARKET STREET | PHILADELPHIA | PA | 19104 | 232307991 | HEALTHCARE | PA | PMC | C | $0 | $0 | 0 | Yes (1) | ||||||||
| QUAKER INSURANCE COMPANY LTD | ||||||||||||||||||||
| 3451 WALNUT ST ROOM 329 | PHILADELPHIA | PA | 19104 | 300708282 | SELF INSURANCE | TRUSTEES | C | $7,144,638 | $181,717,374 | 1 | Yes (1) | BD | ||||||||
| PENN WHARTON CONSULTING (BEIJING) CO LTD | ||||||||||||||||||||
| EDUCATION | UPENN INTERNATIONAL | C | $0 | $0 | 0 | Yes (1) | CH | CHINA WORLD TOWER 1 | 14F 100004 CHAOYANG DIST | BEIJING | CH | 100000 | ||||||||
| NAYA 1740 FUND LTD | ||||||||||||||||||||
| RENTAL | TRUSTEES | C | 1.00 | Yes (1) | CJ | PO BOX 309 | UGLAND HOUSE | CJ | KY11104 | |||||||||||
| PINE RIVER 1740 TACTICAL FUND LTD | ||||||||||||||||||||
| 981110518 | INVESTMENT | TRUSTEES | C | 1.00 | 0 | CJ | PO BOX 309 | UGLAND HOUSE | CJ | KY1-1104 | ||||||||||
| PINE RIVER 1740 FUND LTD | ||||||||||||||||||||
| 981110661 | INVESTMENTS | TRUSTEES | C | $0 | $0 | 0 | Yes (1) | CJ | PO BOX 309 | UGLAND HOUSE | CJ | KY1-1104 | ||||||||
| THE PAM 1740 FUND LTD | ||||||||||||||||||||
| INVESTMENTS | TRUSTEES | C | $0 | $0 | 1 | Yes (1) | CJ | PO BOX 309 | UGLAND HOUSE | CJ | KY1-1104 | |||||||||
| PROFESSIONAL PROVIDERS INC | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 233076589 | PHYSICIAN SERV. | PA | CCH&HS | C | $0 | $0 | 0 | 0 | ||||||||
| CHESTER COUNTY OBGYN ASSOCIATES INC | ||||||||||||||||||||
| 701 E MARSHALL STREET | WEST CHESTER | PA | 19380 | 300073633 | OBGYN SERVICES | PA | CCH&HS | C | $0 | $0 | 0 | Yes (1) | ||||||||
| TURK'S HEAD HEALTH SERVICES | ||||||||||||||||||||
| 701 EAST MARSHALL STREET | WEST CHESTER | PA | 19380 | 232329753 | MEDICAL SERVICES | PA | CCH & HS | C | $0 | $0 | 0 | Yes (1) | ||||||||
| CHARITABLE REMAINDER TRUSTS (65) | ||||||||||||||||||||
| 3451 Walnut Street | Philadelphia | PA | 19104 | N/A | PA | T | $0 | $0 | 0 | 0 | Room 305 | N/A | ||||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (11 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| DVG 1740 FUND LP | ||
| b | $120,000,000 | fmv |
| FRANKLIN CASUALTY INSURANCE CO | ||
| r | $43,235,872 | FMV |
| PENN PRAXIS INC | ||
| o | $521,236 | fmv |
| PENN TOWER HOTEL INC | ||
| a-i | $1,500,000 | fmv |
| PENNSYLVANIA HOSPITAL OF UPHS | ||
| k | $40,826,490 | fmv |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | ||
| k | $64,869,110 | FMV |
| SRP INVESTORS FUND A LP | ||
| b | $1,457,854 | fmv |
| UPENN INTERNATIONAL | ||
| b | $33,504,292 | fmv |
| THE PAM 1740 FUND LTD | ||
| b | $93,792,754 | FMV |
| UPENN RETIREE BENEFITS TRUST | ||
| b | $93,792,754 | FMV |
| WISSAHICKON HOSPICE OF UPHS | ||
| o | $2,810,780 | FMV |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule R, Part IV | FormAndLineReferenceDesc |
| Explanation | SCHEDULE R, PART IV, LINE 4 DETAIL OF LEGAL DOMICLES FOR CHARITABLE REMAINDER TRUSTS AS OF JUNE 30, 2015, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") HELD INTERESTS IN 2 CHARITABLE REMAINDER TRUSTS IN FLORIDA, 1 CHARITABLE REMAINDER TRUST IN NEW YORK AND 62 CHARITABLE REMAINDER TRUSTS IN PENNSYLVANIA WHERE THE UNIVERSITY HAD MORE THAN 50% OF THE BENEFICIAL INTERESTS IN THE TRUSTS. | ExplanationTxt |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | The Trustees of the University of Pennsylvania has a fiscal year end of June 30 and Federal Form 990 will not be prepared in time to meet the state filing requirement. The Trustees of the University of Pennsylvania is submitting Federal Form 8868 in order to respectfully request an extension for its annual Charitable Solicitation Renewal, which is due November 15, 2015. The Trustees of the University of Pennsylvania is requesting a six month extension. | ExplanationTxt |