2016-05-11T15:54:22-05:00 2015-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2014-07-01 311538725 PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM % CYNTHIA A GALLO PENN 2158297723 800 SPRUCE STREET PHILADELPHIA PA 191073501 KEITH KASPER CONTROLLER 2158297723 2016-05-05 true ANTONIO C RUSSO P00858539 2673303000 2014 2016-08-17 19:52:53Z FRANK A ANASTASI 800 SPRUCE STREET PHILADELPHIA PA 19107 579868847 false X WWW.PENNMEDICINE.ORG/PAHOSP X 1751 PA PROVISION OF CHARITABLE HEALTHCARE SERVICES 12 6 3552 393 912440 175548 6941763 5573912 496332864 546099500 14076793 12720880 17031894 15419521 534383314 579813813 229994 228433 0 0 228079542 237470975 0 0 570898 308360412 320433506 536669948 558132914 -2286634 21680899 658457620 677316141 229719570 224433507 428738050 452882634 X PROVISION OF CHARITABLE HEALTHCARE SERVICES false false 500429748 228433 558415399 PENNSYLVANIA HOSPITAL IS A 496 BED, COMMUNITY BASED, TERTIARY CARE TEACHING HOSPITAL PROVIDING A FULL RANGE OF DIAGNOSTIC AND THERAPEUTIC MEDICAL SERVICES. THE HOSPITAL'S SPECIALTIES INCLUDE OBSTETRICS AND GYNECOLOGY, NEUROSCIENCES, ORTHOPEDICS, BEHAVIORAL HEALTH, CANCER TREATMENT, CARDIAC CARE, AND BLOODLESS MEDICINE AND SURGERY. SINCE ITS FOUNDING IN 1751, THE MISSION OF PENNSYLVANIA HOSPITAL HAS BEEN TO PROVIDE THE HIGHEST LEVEL OF HEALTH CARE FOR ALL, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL SUBSIDIZES THE COST OF TREATING PATIENTS WHO ARE UNINSURED AND UNABLE TO PAY, OR WHEN GOVERNMENT ASSISTANCE REIMBURSEMENT FALLS BELOW COST. IN FISCAL YEAR 2015, PENNSYLVANIA HOSPITAL ADMITTED 19,621 ADULT PATIENTS AND HAD 225,008 OUTPATIENT VISITS. IN ADDITION 67,059 PSYCHIATRY PATIENTS WERE TREATED. PENNSYLVANIA HOSPITAL ACCEPTS PATIENTS IN SERIOUS NEED OF PROFESSIONAL MEDICAL CARE, INDEPENDENT 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. ACCORDINGLY, PENNSYLVANIA HOSPITAL PROVIDES SERVICES TO PATIENTS WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY, WITHOUT CHARGE OR AT AMOUNTS LESS THAN PENNSYLVANIA HOSPITAL'S ESTABLISHED RATES. BECAUSE PENNSYLVANIA HOSPITAL DOES NOT PURSUE COLLECTIONS, SUCH AMOUNTS HAVE BEEN EXCLUDED FROM NET PATIENT SERVICE REVENUE. PENNSYLVANIA HOSPITAL ESTIMATED $1,266,094 AROSE DURING 2015 FROM PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON DATA DERIVED FROM A COMBINATION OF THE PENNSYLVANIA HOSPITAL (UPHS) ACCOUNTING SYSTEM AND THE RATIO OF COSTS TO CHARGES. PENNSYLVANIA HOSPITAL ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY. PENNSYLVANIA HOSPITAL PURSUES COLLECTION OF THESE AMOUNTS, HOWEVER CERTAIN AMOUNTS ARE DEEMED TO BE UNCOLLECTIBLE. THESE AMOUNTS ARE CLASSIFIED IN THE PROVISION FOR BAD DEBTS IN THE UPHS COMBINED STATEMENTS OF OPERATIONS. PENNSYLVANIA HOSPITAL'S PROVISION FOR BAD DEBTS TOTALED $40,985,427 IN 2015. ADDITIONALLY, THE COSTS OF PROVIDING SERVICES TO ELIGIBLE WELFARE RECIPIENTS, WHO PARTICIPATE IN THE PENNSYLVANIA MEDICAL ASSISTANCE AND LOCAL MANAGED MEDICAID PROGRAMS EXCEEDED REIMBURSEMENT BY $28,649,889 IN 2015. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE AND IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, THE HOSPITAL OPERATES AN EMERGENCY ROOM OPEN TO THE PUBLIC 24 HOURS PER DAY, 7 DAYS PER WEEK, MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES, PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS MEDICAL PERSONNEL, AND FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION. THE HOSPITAL ALSO PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS 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, SPEECHES AND REGULARLY PROVIDES HEALTH RELATED INFORMATION TO TELEVISION AND RADIO NEWS PROGRAMS AND TO REPORTERS AT NEWSPAPERS AND MAGAZINES. THE FOLLOWING COMMUNITY SERVICES AND PROGRAMS WERE PARTIALLY OR FULLY SUBSIDIZED BY THE HOSPITAL: I. HEALTH CARE SERVICES EMERGENCY SERVICES THE PENNSYLVANIA HOSPITAL EMERGENCY DEPARTMENT IS STAFFED AND EQUIPPED TO PROVIDE EXCELLENT EMERGENCY MEDICAL CARE 24 HOURS A DAY, SEVEN DAYS A WEEK. PATIENTS PRESENT WITH A VARIETY OF ILLNESSES AND INJURIES AND ALL ARE EVALUATED AND TREATED BASED ON INDIVIDUAL NEED. THE DEPARTMENT ALSO SERVES AS AN ENTRANCE POINT INTO THE HEALTH CARE SYSTEM FOR THOSE WHO NEED CONTINUED MEDICAL AND NURSING INTERVENTION AND AS A REFERRING AGENCY TO OTHER NECESSARY DISCIPLINES. HEALTH SERVICES ARE PROVIDED FOR PERSONS WITHOUT REGARD TO RACE, COLOR, RELIGIOUS BELIEF, ANCESTRY, GENDER, HANDICAP, AGE, OR NATIONAL ORIGIN. ALL PATIENTS ARE EVALUATED REGARDLESS OF THEIR ABILITY TO PAY. THE PENNSYLVANIA HOSPITAL EMERGENCY DEPARTMENT IS RECOGNIZED BY THE EMERGENCY NURSES ASSOCIATION AS A LANTERN RECOGNIZED EMERGENCY DEPARTMENT. THIS AWARD DISTINGUISHES EMERGENCY DEPARTMENTS FOR EXCELLENCE IN EXCEPTIONAL PRACTICE AND INNOVATIVE PERFORMANCE IN THE CORE AREAS OF LEADERSHIP, PRACTICE, EDUCATION, ADVOCACY AND RESEARCH. ONLY 1% OF EMERGENCY DEPARTMENTS NATIONWIDE HAVE RECEIVED THIS ESTEEMED RECOGNITION. TOTAL NUMBER SERVED IN FY 2015: 36,085 DIABETES EDUCATION CENTER-PENNSYLVANIA HOSPITAL THE DIABETES EDUCATION CENTER PROVIDES COMPREHENSIVE OUTPATIENT EDUCATION AND TRAINING FOR DIABETICS, FAMILY MEMBERS, AND MEMBERS OF THE COMMUNITY. THE CENTER PROVIDES ITS SERVICES, REGARDLESS OF INSURANCE STATUS OR ABILITY TO PAY FOR SERVICES. SERVICES PROVIDED IN FY 2015 INCLUDED: -COMPREHENSIVE DIABETES SELF-MANAGEMENT EDUCATION IN GROUPS OR INDIVIDUAL SETTINGS. THE PROGRAM HOLDS "RECOGNITION STATUS" FROM THE AMERICAN DIABETES ASSOCIATION AND IS TAUGHT BY A MULTIDISCIPLINARY TEAM INCLUDING MEMBERS OF THE DEPARTMENTS OF MEDICINE, NURSING, PHYSICAL THERAPY, FOOD AND NUTRITION, PHARMACY, AND SURGERY AT PENNSYLVANIA HOSPITAL -INDIVIDUAL EDUCATION FOR SPECIFIC DIABETES MANAGEMENT TASKS SUCH AS SELF BLOOD-GLUCOSE MONITORING AND MEDICATION ADMINISTRATION -DIABETES AWARENESS EDUCATION FOR LOCAL CIVIC, BUSINESS, AND SOCIAL GROUPS -PROFESSIONAL EDUCATION FOR NURSES, ADVANCE PRACTICE PRACTITIONERS, PHARMACISTS, DIETICIANS AND DISABLED AND BEHAVIORAL HEALTH CLINICIANS. IN ADDITION, GRADUATE AND UNDERGRADUATE STUDENTS IN THE HEALTH PROFESSION, INCLUDING NURSES, HEALTH EDUCATORS AND DIETICIANS, COMPLETE DEGREE REQUIREMENTS AND OBTAIN PRACTICAL EXPERIENCE WITH THE CENTER. PROGRAM STATISTICS FOR FY 2015 ARE AS FOLLOWS: -GROUP CLASS PARTICIPANTS: 107 -INDIVIDUAL CONSULTATIONS: 232 -TOTAL NUMBER OF VISITS: 561 -COMMUNITY EDUCATION: 50 -PROFESSIONAL EDUCATION: 125 -DIABETES FOLLOW-UP & MANAGEMENT-TELECOMMUNICATION: 2,784 -DIABETES FOLLOW-UP & MANAGEMENT-IN PERSON CONSULT: 370 -FAMILY MEMBERS WHO ATTENDED CLASS: 45 -HEALTH PROFESSIONAL STUDENTS PARTICIPATED IN PROGRAM ACTIVITIES INCOMPLETION OF DEGREE REQUIREMENTS: 12 TOTAL NUMBER SERVED FY 2015: 4, 260 TOTAL NUMBER TELECOMMUNICATION ENCOUNTERS FY 2015: 3,254 ABRAMSON CANCER CENTER AT PENNSYLVANIA HOSPITAL AS PART OF THE ABRAMSON CANCER CENTER AT PENNSYLVANIA HOSPITAL, THE JOAN KARNELL SUPPORTIVE CARE PROGRAM OFFERS SUPPORT TO HELP CANCER PATIENTS AND THEIR FAMILIES COPE WITH THE DIAGNOSIS OF CANCER. LED BY TRAINED PROFESSIONALS, THESE GROUPS OFFER EMOTIONAL SUPPORT, EDUCATION, OPPORTUNITIES TO LEARN WAYS OF COPING WITH UNCERTAINTY AND CHANGE, AND A CHANCE TO MEET OTHERS WHO FACE SIMILAR ISSUES. THE CENTER ALSO SUPPORTS ADVOCACY GROUPS WHO PROVIDE PROGRAMS AND SUPPORT TO MUTUAL PATIENTS, THROUGH SHARING OF RESOURCES AND STAFF VOLUNTEERING. MONTHLY SUPPORT GROUPS: -NAVIGATING THE COURSE (ESOPHAGEAL CANCER SUPPORT GROUP) -SICKLE CELL SUPPORT GROUP (EDUCATION AND SUPPORT GROUP) -WALKABOUT: MINDFULNESS BASED ART THERAPY FOR CANCER PATIENTS AND CARE PARTNERS (SUPPORT AND THERAPY GROUP, WEEKLY FOR 8 WEEKS, HELD QUARTERLY) QUARTERLY SUPPORT GROUPS: -COOKING NUTRITIOUS AND NUTRITIOUS FOOD (HANDS-ON EXPERIENCE IN INCORPORATING CANCER-FIGHTING FOODS INTO EVERY DAY EATING) -LOOK GOOD, FEEL BETTER (AN EDUCATIONAL SEMINAR ON MAINTAINING OPTIMAL HEALTH AND PHYSICAL APPEARANCE DURING AND AFTER CANCER TREATMENT, IN COLLABORATION WITH THE AMERICAN CANCER SOCIETY) -SICKLE CELL AWARENESS DAY (FOR PATIENTS AND FAMILY MEMBERS LIVING WITH SICKLE CELL DISEASE) -ONE STEP AHEAD - A PROGRAM FOR WOMEN AT HIGH RISK FOR CANCER ANNUAL SERIES: HOLISTIC LIVING CHALLENGE EDUCATION AND SUPPORT FOR A PREVENTIVE LIFESTYLE ONE-DAY SEMINARS: -INTEGRATING MINDFULNESS AND HEALING (CANCER SURVIVORS EXPLORE THE HEALING POWER OF MINDFULNESS IN THE DAILY ACTIVITIES OF BREATHING, THINKING, SLEEPING, EATING, MOVEMENT AND RELATIONSHIPS) -HEALTHY LIVING: REDUCING YOUR RISK FOR CANCER (EXPERTS PROVIDE INFORMATION AND A HEALTH FAIR ON NUTRITION, GENETICS, SMOKING CESSATION, AND SPECIFIC CANCERS) SCREENINGS/AWARENESS PROGRAMS: -CANCER SURVIVORSHIP MONTH - A MONTH LONG FOCUS ON CANCER SURVIVORSHIP HIGHLIGHTING THE SUPPORTIVE CARE SERVICES PROVIDED AT THE CANCER CENTER. -ORAL, HEAD, AND NECK CANCER SCREENING (HELD ANNUALLY IN APRIL TO PROMOTE AWARENESS OF ORAL, HEAD, AND NECK CANCERS) -COLORECTAL CANCER AWARENESS PROGRAM (HELD ANNUALLY IN MARCH) -UTERINE CANCER AWARENESS PROGRAM (HELD ANNUALLY IN MARCH) -BREAST CANCER SCREENING (HELD ANNUALLY IN OCTOBER) II. BEHAVIORAL HEALTH SERVICES HALL-MERCER COMMUNITY MENTAL HEALTH CENTER HALL-MERCER CMHC OFFERS OUTPATIENT SERVICES RANGING FROM PSYCHOTHERAP III. SERVICES FOR WOMEN, INFANTS AND CHILDREN WOMEN AND CHILDREN'S HEALTH SERVICES (WCHS) WCHS IS A NON-PROFIT AMBULATORY HEALTHCARE FACILITY THAT SPECIALIZES IN THE PROVISION OF OBSTETRICAL, GYNECOLOGIC AND FAMILY PLANNING SERVICES. SINCE ITS INCEPTION OVER 30 YEARS AGO, WCHS HAS MAINTAINED A COMMITMENT TO PROVIDE QUALITY MEDICAL CARE TO ALL PATIENTS, REGARDLESS OF THEIR ABILITY TO PAY. MOST PATIENTS HAVE LOW TO MODERATE INCOMES. AS A COMMUNITY BASED PRACTICE, WCHS OFFERS MORE THAN TRADITIONAL MEDICAL SERVICES. IN ADDITION TO PSYCHOSOCIAL SUPPORT SERVICES, WCHS ADDRESSES SOME OF THE DIVERSE AND CHANGING NEEDS OF ITS PATIENTS AND THEIR PARTNERS THROUGH THE FOLLOWING SERVICES AND PROGRAMS: -LATINA COMMUNITY HEALTH SERVICES (LCHS) - AN INNOVATIVE PROGRAM THAT OFFERS PRENATAL AND GYNECOLOGIC SERVICES TO WOMEN WHO ARE UNABLE TO OBTAIN MEDICAL INSURANCE. IT IS FUNDED BY GRANTS AND CONTRIBUTIONS AND STAFFED BY A NURSE PRACTITIONER, MEDICAL ASSISTANT AND PATIENT SERVICES ASSOCIATE. PHYSICIANS AND NURSE MIDWIFE FROM THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM AND COMMUNITY HEALTHCARE WORKERS VOLUNTEER THEIR TIME TO SEE THE PATIENTS. -STRATEGIES TO ENCOURAGE PARENTAL SELF-SUFFICIENCY (STEPS) - STEPS IS A PROGRAM FOR PREGNANT TEENS AND THEIR SUPPORT PERSONS THAT PROVIDE COUNSELING, EDUCATION, CLINICAL CARE, SOCIAL SERVICES AND FAMILY PLANNING. -CHILDBIRTH EDUCATION CLASSES - THESE CLASSES COVER SUCH TOPICS AS: WHAT TO EXPECT FROM AND HOW TO RECOGNIZE LABOR, RELAXATION TECHNIQUES AND MEDICAL OPTIONS FOR PAIN RELIEF IN LABOR, THE IMPORTANCE OF POST-PARTUM CARE, AND EARLY INFANT CARE/DEVELOPMENT. WCHS' REGISTERED NURSES, WHO ARE ALSO CERTIFIED CHILDBIRTH EDUCATORS, TEACH THE CLASSES. -MALE PARTNERS SERVICES - THE MALE PARTNERS OF WCHS FEMALE PATIENTS WHO TESTED POSITIVE FOR A SEXUALLY TRANSMITTED INFECTION ARE ABLE TO RECEIVE TREATMENT THROUGH THIS SENSITIVE AND CONFIDENTIAL SERVICE. -HEALTHY WOMAN PROGRAM (HWP) - WCHS IS A PARTICIPATING PROVIDER IN THIS PENNSYLVANIA STATE-FUNDED PROGRAM THAT PROVIDES FREE CERVICAL CANCER AND BREAST SCREENINGS (INCLUDING PELVIC EXAMINATIONS, CLINICAL BREAST EXAMINATIONS, AND PAP SMEAR TESTING AND DIAGNOSTIC SERVICES) TO UNINSURED WOMEN BETWEEN THE AGES 40-64. -SMOKING CESSATION - WCHS IS AN ACTIVE PARTICIPANT IN THE EFFORT TO DECREASE SMOKING RATES AMONG PREGNANT WOMEN AND MOTHERS. EACH WCHS NURSE IS CERTIFIED TO PROVIDE SMOKING CESSATION COUNSELING BY THE PENNSYLVANIA DEPARTMENT OF HEALTH. NEWBORN PEDIATRIC CARE THE NEWBORN PEDIATRICS SECTION OF THE DEPARTMENT OF OBSTETRICS, THE INTENSIVE CARE NURSERY, AND THE ASSOCIATED DELIVERY AND TERM NURSERIES SERVE APPROXIMATELY 5,000 INFANT-MOTHER PAIRS ANNUALLY. OF THESE, ABOUT 40 TO 60 PER YEAR ARE WITHOUT ANY MEANS OF SUPPORT. FREQUENTLY THERE ARE VARYING PSYCHOSOCIAL REASONS THAT IMPAIR THE MOTHER'S ABILITY TO TAKE THEIR BABIES HOME. IN ALL OF THESE CASES THE PHYSICIAN, NURSING, SUPPORT, AND HOSPITAL CARE ARE GIVEN WITHOUT COMPENSATION. THESE SITUATIONS, BECAUSE OF THEIR INEVITABLE PSYCHOSOCIAL COMPLEXITY, CONSUME A GREATER SHARE OF RESOURCES THAN DO MOST COMPENSATED CASES. THE AMOUNT OF CARE RENDERED VARIES, BUT BASED UPON LENGTH OF STAY; CHARGES CAN BE CALCULATED TO APPROXIMATELY $100,000 PER YEAR. THIS FIGURE DOES NOT INCLUDE DONATED PHYSICIAN TIME. TOTAL MOTHER/INFANT PAIRS IN FY 2015: 5,000 NURSE-MIDWIFERY PENN OB/GYN AND MIDWIFERY CARE, A PRACTICE OF PENNSYLVANIA HOSPITAL, INCLUDES 13 MIDWIVES WHO WORK COLLABORATIVELY WITH PHYSICIANS IN THE DEPARTMENT OF OBSTETRICS AND GYNECOLOGY TO PROVIDE CARE TO LOW-INCOME WOMEN (20% OF OUR PATIENTS ARE UNINSURED) WITH AND WITHOUT MEDICAL RISK FACTORS. A FULL SPECTRUM OF INDIVIDUALIZED, FAMILY-CENTERED REPRODUCTIVE AND GYNECOLOGIC HEALTHCARE IS PROVIDED BASED ON THE PHILOSOPHY OF MUTUAL RESPECT, CLIENT PARTICIPATION, AND EDUCATION. SERVICES ARE PROVIDED WITHIN THE HOSPITAL AS WELL AS AT BROAD STREET HEALTH CENTER. LAST YEAR, THEY ASSISTED IN MORE THAN 20% OF ALL BIRTHS AT THE HOSPITAL. THE MIDWIVES PROVIDE FREE COMMUNITY EDUCATION WITH SPEAKING ENGAGEMENTS TO BREASTFEEDING AND PARENTING GROUPS, NURSING AND UNDERGRADUATE STUDENTS, AND THE GENERAL COMMUNITY. BREASTFEEDING SUPPORT -THE FAMILY EDUCATION DEPARTMENT PROVIDES FREE WEEKLY SUPPORT GROUPS FOR MOTHERS OF BREASTFEEDING INFANTS. EACH MEETING LASTS APPROXIMATELY 90 MINUTES. THE PROGRAM INCLUDES BREASTFEEDING ADVICE AND EDUCATION, FOLLOWED BY PEER DISCUSSION ABOUT BREASTFEEDING RELATED ISSUES. IN FY 2015, APPROXIMATELY 500 WOMEN ATTENDED THESE GROUPS. -THE FAMILY EDUCATION DEPARTMENT PROVIDES FREE POSTPARTUM CLASSES TO SUPPORT, EDUCATE, AND ENCOURAGE BREASTFEEDING MOTHERS. IN FY 2015, 998 NEW MOTHERS ATTENDED WITH MORE THAN 150 FAMILY MEMBERS. -THE BREASTFEEDING WARMLINE IS STAFFED BY CERTIFIED LACTATION CONSULTANTS AND IS AVAILABLE DAILY TO ANSWER QUESTIONS AND CONCERNS ABOUT BREASTFEEDING. IN FY 2015, WE RECEIVED APPROXIMATELY 1095 CALLS FROM WOMEN IN OUR COMMUNITY. -SOLUTIONS FOR WOMEN - OPEN TO THE COMMUNITY, THIS RETAIL STORE RENTS AND SELL BREAST PUMPS AND BREASTFEEDING ACCESSORIES AT A DISCOUNTED PRICE. THERE IS A PRODUCT SPECIALIST AVAILABLE TO ANSWER QUESTIONS AND CONCERNS FREE OF CHARGE AND FREE WEIGHT CHECKS FOR INFANTS ARE PROVIDED. SOLUTIONS FOR WOMEN IS ALSO A WIG SALON FOR THE AMERICAN CANCER SOCIETY. THIS MEANS THAT WOMEN EXPERIENCING MEDICAL HAIR LOSS CAN COME IN AND RECEIVE A BRAND NEW WIG AT NO CHARGE. WELL OVER 550 FAMILIES WERE ASSISTED AT SOLUTIONS FOR WOMEN IN FY 2015. -AN INTERNATIONAL BOARD CERTIFIED LACTATION CONSULTANT MEETS WITH A GROUP OF SPANISH-SPEAKING EXPECTANT MOTHERS FROM A LATINA HEALTH CLINIC EACH MONTH TO ENCOURAGE BREASTFEEDING AND ANSWER QUESTIONS ABOUT INFANT FEEDING. APPROXIMATELY 60 EXPECTANT MOTHERS BENEFITED FROM THIS SUPPORT. -THIS YEAR WE WERE ABLE TO PROVIDE HOSPITAL GRADE BREAST PUMPS AS LOANERS TO LOW-INCOME WOMEN WITH MEDICAL NEED. WE WERE ABLE TO PROVIDE 48 MONTHS OF "RENTAL" AT NO COST. -ADDITIONALLY, WE WERE ABLE TO PROVIDE BREAST MILK TRANSPORT BAGS TO MOTHERS WHOSE INFANTS WERE ILL OR PRETERM AND NEEDED TO STAY IN THE HOSPITAL AFTER THE MOTHER'S DISCHARGE. OVER ONE HUNDRED MOTHERS RECEIVED THE BAGS AT NO CHARGE. CHILDBIRTH EDUCATION THE FAMILY EDUCATION DEPARTMENT PROVIDES PRENATAL EDUCATION TO FAMILIES IN OUR COMMUNITY. IN FY 2015, MORE THAN 4300 FAMILIES ATTENDED OUR CLASSES. CLASSES INCLUDE: -ONE-DAY CHILDBIRTH PREPARATION CLASSES -MINDFUL CHILDBIRTH -BREASTFEEDING -INFANT/CHILD CPR -BABY CARE BASICS -INFANT MASSAGE -HAPPIEST BABY ON THE BLOCK CLASSES -EXPECTANT PARENTS' ORIENTATION INTENSIVE CARE NURSERY THE INTENSIVE CARE NURSERY (ICN) PROVIDES COMPREHENSIVE INTENSIVE CARE TO CRITICALLY ILL AND SICK NEONATES AND THEIR FAMILIES. THE UNIT SPECIALIZES IN PROVIDING CARE TO INFANTS WHO ARE BORN LESS THAN 36 WEEKS GESTATIONAL AGE, AS WELL AS TO INFANTS OF ALL GESTATIONAL AGES WHO REQUIRE INTENSIVE CARE DUE TO CONDITION SUCH AS HYPOXIC-ISCHEMIC INJURY; CARDIAC DYSFUNCTION; RESPIRATORY DISTRESS; SEPSIS; HYPOGLYCEMIA; HYPERBILIRUBINEMIA; SEIZURES; OR CONGENITAL ANOMALIES. AFTER DISCHARGE FROM THE INTENSIVE CARE NURSERY, THE DEVELOPMENTAL FOLLOW-UP PROGRAM AT PENNSYLVANIA HOSPITAL PROVIDES OUTPATIENT NEURODEVELOPMENTAL ASSESSMENTS TO ALL INFANTS WHO WERE BORN AT < 32 WEEKS GESTATION, AND/OR THOSE WITH BIRTH WEIGHT < 1500 GRAMS, AS WELL AS OLDER INFANTS WITH HYPOXIC ISCHEMIC ENCEPHALOPATHY OR SEVERE RESPIRATORY FAILURE. THIS PROGRAM OFFERS SERIAL ASSESSMENTS THROUGH 2 YEARS OF AGE. DURING FY 2015, ~300 INFANTS WERE SEEN FOR ~500 VISITS. TWO OTHER POST-DISCHARGE PROGRAMS ARE OFFERED TO FAMILIES OF ICN INFANTS. EVERY OTHER YEAR, THE INTENSIVE CARE NURSERY HOSTS FORMER ICN BABIES AND THEIR PARENTS FOR A DAY-LONG REUNION. THE NEXT PLANNED EVENT IS FOR FY 2016. IN THE PAST, HUNDREDS OF FAMILIES AND THEIR GUESTS AND STAFF HAVE ATTENDED.. THE INTENSIVE CARE NURSERY FAMILY ADVISORY COUNCIL, FORMED IN FY 2014, HAS CONTINUED TO BE VERY ACTIVE. THIS COUNCIL OF APPROXIMATELY 20 FORMER ICN PARENTS AND STAFF MEETS REGULARLY TO FUNDRAISE AND PROVIDE SUPPORT TO CURRENT ICN PARENTS. WORKING WITH ICN MEDICAL AND NURSING PARTNERS, THIS GROUP IDENTIFIED A NEED FOR ONGOING PSYCHOSOCIAL SUPPORT FOR ICN PARENTS, MANY OF WHOM STRUGGLE WITH DEPRESSION AND ANXIETY DURING THE OFTEN PROLONGED HOSPITALIZATION OF THEIR SICK AND PREMATURE INFANTS. THE ICN WAS RECENTLY GRANTED $10,000 FROM THE SCHOLLER FOUNDATION TO PROVIDE PSYCHOLOGY SUPPORT IN THE ICN. WITH THE HELP OF THE PSYCHIATRY DEPARTMENT, PSYCHOLOGY INTERNS WILL SOON BEGIN TO PROVIDE 8 HOURS OF CLINICAL TIME FOR THE SUPPORT OF ICN PARENTS. FINALLY, THE INTENSIVE CARE AND LABOR FLOOR NURSES HOLD A YEARLY INFANT LOSS AND REMEMBRANCE CEREMONY EACH OCTOBER, ATTENDED BY FAMILIES WHOSE INFANTS PASSED AWAY AFTER BIRTH AT PENNSYLVANIA HOSPITAL. IV. LIBRARY SERVICES AND HISTORIC COLLECTIONS LIBRARY SERVICES THE LIBRARIES AT PENNSYLVANIA HOSPITAL ARE LOCATED ON THE 2ND AND 3RD FLOOR OF THE HISTORIC PINE BUILDING. THE MODERN LIBRARY IS AN ON-SITE, EASILY ACCESSIBLE VITAL REFERENCE CENTER INCORPORATING 500429748 true true false false false true true false true true true false true true true false true false false false false false false true false true true true false true true false false false false false false true false false false true false false false false true true true false false true X 0 0 true 3552 true true true false false false false true true false false false false false false false X 12 6 false false false false false false false true true false false true true true true true true true true false PA X CYNTHIA A GALLO 2158297351 210 WEST WASHINGTON SQUARE PHILADELPHIA PA 191063501 X FRANK A ANASTASI FHFMA CFO,ASST CONTROLLER,SECRETARY 40.0 0.0 X X 329793 0 21467 ALLEN H BAR MD BOARD MEMBER 1.0 0.0 X 0 391056 40808 MORRIS CHESTON JR ESQ BOARD MEMBER 1.0 0.0 X 0 0 0 LAUREN GALLAGHER ASST SECRETARY- AS OF 6/8/15 40.0 0.0 X X 0 0 0 MARY DEL GUIDICE RN MSN BS BOARD MEMBER, CNO 40.0 1.0 X X 332271 0 16448 ELIZABETH B JOHNSTON BOARD MEMBER 1.0 41.0 X 0 971896 120502 KEITH KASPER CONTROLLER, EX-OFFICIO MEMBER 5.0 44.0 X X 0 1128150 140977 THERESA M LARIVEE BOARD MEMBER, EXEC. DIRECTOR 40.0 0.0 X X 0 590046 67862 SUEYUN LOCKS MFA BOARD MEMBER 1.0 0.0 X 0 0 0 KEVIN B MAHONEY BOARD MEMBER 1.0 46.0 X 0 1217169 146110 RALPH W MULLER EX-OFFICIO MEMBER 1.0 47.0 X 0 2525282 12376 GARRY L SCHEIB EX-OFFICIO MEMBER 1.0 45.0 X 0 1576397 195544 THOMAS J SHARBAUGH JD BOARD MEMBER, CHAIR 2.0 0.0 X X 0 0 0 MATTHEW A WHITE BOARD MEMBER 1.0 0.0 X 0 0 0 JAMES WOLITARSKY BOARD MEMBER 1.0 0.0 X 0 0 0 CHRISTINE VALERIO ASST SECRETARY- THRU 6/8/15 40.0 0.0 X X 0 53515 802 JODY FOSTER CHAIR DEPT PSYCHIATRY 40.0 0.0 X 366701 0 13252 DEBORAH STAPLES CHIEF OPERATING OFFICER 40.0 0.0 X 307913 0 16590 SEAN ROWLAND VP PERIO & ORTHO SRVCS L 40.0 0.0 X 248839 0 26446 JANICE BYNUM NURSE FIRST ASSISTANT 40.0 0.0 X 242474 0 11319 DANIEL WILSON VP ALLIED HEALTH AMBULATORY SV 40.0 0.0 X 233531 0 23973 2061522 8453511 854476 201 false true false LF DRISCOLL COMPANY LLC 9 PRESIDENTIAL BLVD BALA CYNWYD PA 19004 CONSTRUCTION SRVCS 5695882 SOCIETY HILL ANESTHESA CONSULTANTS PO BOX 414853 BOSTON MA 02241 MEDICAL SRVCS 5106341 HSC BUILDERS CONSTRUCTION MGRS 304 NEW MILL LANE EXTON PA 19341 CONSTRUCTION SRVCS 2789344 SPRUCE MRI ASSOCIATES 111 CONTINENTAL DR NEWARK DE 19713 MEDICAL SRVCS 2093290 TOTAL RENAL CARE INC PO BOX 781607 PHILADELPHIA PA 191781607 MEDICAL SRVCS 895943 24 579172 4994740 1587557 5573912 NET PATIENT SERVICE REVENUES 621110 532919538 532919538 OUTPATIENT BEHAVIORAL HEALTH REVENUES 621400 13179962 13179962 546099500 12800545 12800545 0 0 2083291 2083291 0 2083291 2083291 -79665 -79665 -79665 -79665 162925 55034 107891 107891 0 0 CAFETERIA SALES 900099 2132273 2132273 PARKING REVENUES 812930 5475861 4585921 889940 SPONSORED PROGRAMS 900099 407837 407837 5212368 5189868 22500 13228339 579813813 558415399 912440 14912062 228433 228433 0 0 0 2883968 2566732 317236 0 0 179246744 159117335 19591669 537740 0 42753329 37524597 5215906 12826 12586934 11047552 1535606 3776 100397144 87589620 12790968 16556 300 260 40 0 13157 11394 1763 0 0 0 0 37718597 32664305 5054292 1282 1136 146 0 8555359 7475353 1080006 0 467839 405149 62690 0 0 8429089 6144806 2284283 0 201208 0 201208 0 0 0 8104257 7107433 996824 0 0 24097697 20892703 3204994 0 12676959 11155724 1521235 MEDICAL SUPPLIES 91056552 91056552 0 0 MISC. 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THE CONSERVATION EASEMENT STATES THAT DUE TO ITS HISTORICAL NATURE, PENNSYLVANIA HOSPITAL CANNOT CHANGE OR MODIFY IN ANY WAY THE EXTERIOR OF THIS BUILDING. SINCE THERE ARE NO REVENUES OR EXPENSES ASSOCIATED WITH THIS CONSERVATION EASEMENT, IT IS NOT REFLECTED ON PENNSYLVANIA HOSPITAL'S FINANCIAL STATMENTS. ------------------------------ SCHEDULE D, PART III, LINE 1A DETAIL OF COLLECTIONS ALTHOUGH PENNSYLVANIA HOSPITAL ("PAH") MAINTAINS COLLECTIONS OF WORK OF ART, HISTORICAL TREASURES, AND/OR OTHER SIMILAR ASSETS, SINCE THE ORGANIZATION AND SUCH COLLECTIONS HAVE BEEN IN EXISTENCE FOR SEVERAL DECADES, THE COST OF CAPITALIZING THESE COLLECTIONS WOULD EXCEED THE INCREMENTAL BENEFIT OF THE INFORMATION GAINED. AS A RESULT, PAH DOES NOT CAPITALIZE THESE TYPES OF ASSETS. NOTE THAT SINCE PENNSYLVANIA HOSPITAL IS INCLUDED IN A CONSOLIDATED AUDIT, THE CONSOLIDATED FINANCIAL STATEMENTS DO NOT CONTAIN ANY FOOTNOTE DISCLOSURE RELATING TO THIS ITEM. ------------------------------ SCHEDULE D, PART III, LINE 4 DESCRIPTION OF COLLECTIONS LIBRARY COLLECTIONS - THE LIBRARIES AT PENNSYLVANIA HOSPITAL ARE LOCATED ON THE 2ND AND 3RD FLOOR OF THE HISTORIC PINE BUILDING. THE MODERN LIBRARY IS AN ON-SITE, EASILY ACCESSIBLE, VITAL REFERENCE CENTER INCORPORATING MODERN INFORMATION TECHNOLOGY. THE COLLECTIONS INCLUDE THE CLINICAL LIBRARY AND THE PSYCHIATRIC LIBRARY. THE HISTORIC LIBRARY AND HISTORIC COLLECTIONS CONTAIN MANUSCRIPTS, RARE BOOKS, ART, AND ARTIFACTS RELATED TO THE HISTORY OF MEDICINE AND PENNSYLVANIA HOSPITAL. THESE COLLECTIONS ARE USED BY LOCAL, REGIONAL, NATIONAL, AND INTERNATIONAL RESEARCHERS. THE LIBRARY OFFERS AN ARRAY OF SERVICES, INCLUDING PROFESSIONAL SEARCHING OF THE MEDICAL LITERATURE. IN ADDITION TO SERVING THE INFORMATION NEEDS OF CLINICIANS, THE LIBRARY IS OPEN TO OUR PATIENTS, FAMILIES, AND THE GENERAL PUBLIC. HISTORIC COLLECTIONS - PENNSYLVANIA HOSPITAL IS THE NATION'S FIRST HOSPITAL AND A DESIGNATED NATIONAL HISTORIC LANDMARK. FOUNDED BY DR. THOMAS BOND AND BENJAMIN FRANKLIN, THE HOSPITAL WAS CHARTERED IN 1751 BY THE COLONIAL GOVERNMENT AS THE FIRST INSTITUTION IN AMERICA ORGANIZED EXCLUSIVELY FOR THE TREATMENT AND CARE OF THE SICK POOR AND MENTALLY ILL. PENNSYLVANIA HOSPITAL OFFERS THE PUBLIC A VIEW OF THE HISTORY OF MEDICINE IN A WAY UNLIKE ANY OTHER INSTITUTION IN THE UNITED STATES, PROVIDING BOTH GUIDED AND SELF-GUIDED TOURS OF THE NATION'S FIRST MEDICAL LIBRARY AND SURGICAL AMPHITHEATRE. WE ARE A BLUE STAR MUSEUM, PROVIDING FREE TOURS FOR MILITARY PERSONNEL AND THEIR FAMILIES. THE HISTORIC COLLECTIONS, HOUSED IN THE ORIGINAL EAST WING OF THE PINE BUILDING, HOLDS A COLLECTION OF RECORD THAT REFLECTS THE DEVELOPMENT OF HEALTHCARE AND MEDICAL EDUCATION FROM THE EIGHTEENTH TO THE TWENTY-FIRST CENTURIES. OUR COLLECTIONS ARE HIGHLIGHTED IN OUR CHANGING EXHIBITIONS, WHICH HAVE INCLUDED THE HISTORY OF EARLY MEDICAL EDUCATION AND COLONIAL MEDICINE. A FREE LECTURE SERIES, OPEN TO THE PUBLIC, BRINGS IN SCHOLARS TO DISCUSS A VARIETY OF TOPICS RELATED TO THE CURRENT EXHIBITION. ADDITIONALLY, THE HISTORIC COLLECTIONS HOSTS RESEARCHERS WHO UTILIZE THESE IMPORTANT MANUSCRIPTS, AS WELL AS HOSTING AN ANNUAL CONFERENCE ON THE HISTORY OF WOMEN'S HEALTH, BRINGING TOGETHER HISTORICAL SCHOLARS AND MEDICAL PRACTITIONERS FROM ACROSS THE COUNTRY. HISTORIC TOURS - THE HOSPITAL PROVIDES TOURS OF ITS HISTORIC BUILDINGS AND HISTORIC COLLECTIONS. ------------------------------ SCHEDULE D, PART V, LINE 4 USE OF ENDOWMENT FUNDS ALL ENDOWMENT FUNDS ARE USED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ------------------------------ SCHEDULE D, PART IX, LINE 1 DETAIL OF OTHER ASSETS THE DUE FROM AFFILIATE ACCOUNT REPRESENTS AMOUNTS OWED TO THIS ORGANIZATION BY THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("PENN"), A RELATED ORGANIZATION, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN OF ITS AFFILIATES. ------------------------------ SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2015 FINANCIAL STATEMENTS OF THE UNIVERSITY: 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. TOGETHER WE CAN 162925 0 162925 0 0 48785 0 0 6249 NONE 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 162925 0 162925 0 0 48785 0 0 6249 55034 107891 true true X true X 300. true X true false true true 1266094 1266094 0.00230 37486 105790740 78379363 27411377 0.04910 37486 107056834 78379363 28677471 0.05140 15518188 7111253 8406935 0.01510 2863293 1441458 1421835 0.00250 18381481 8552711 9828770 0.01760 37486 125438315 86932074 38506241 0.06900 true 40985427 41264241 99005261 108900048 -9894787 X true true 1 1 PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA PA 19107 WWW.PENNMEDICINE.ORG/PAHOSP LICENSE# 162701 X X X X X PENNSYLVANIA HOSPITAL OF UPHS 1 false false true X X X X X X X X X 12 true true false true X SEE SCHEDULE H, PART V, SECTION C X true 12 true SEE SCHEDULE H, PART V, SECTION C false false true X 300. 300. X X true true X true X SEE SCHEDULE H, PART V, SECTION C X X X true X false X X X true X false false PART V, SECTION B, LINES 5, 6A & 6B (INPUT FROM COMMUNITY; JOINT CHNA) PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM 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 -------------------- PART V, SECTION B, LINE 7 & 10- CHNA & IMP. PLAN PUBLIC AVAILABILITY A COPY OF THE ORGANIZATION'S CHNA AND IMPLEMENTATION PLAN CAN BE ACCESSED AT: HTTPS://WWW.PENNMEDICINE.ORG/WHY-PENN/SERVING-OUR-COMMUNITY/REPORTS. OUR CHNA AND IMPLEMENTATION/IMPROVEMENT PLAN ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 11 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA) 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 -------------------- PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY) 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. -------------------- 1 PENN MEDICINE AT RITTENHOUSE 1840 SOUTH STREET PHILADELPHIA PA 19146 OUTPATIENT FACILITY PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) 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 II (DETAIL OF COMMUNITY BUILDING ACTIVITIES) AT THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (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, WE HAVE CULTIVATED A STRONG AFFINITY WITH THE NEIGHBORHOODS WE SERVE - BECOMING INCREASINGLY RESPONSIVE IN IDENTIFYING NEEDS AND BEING PROACTIVE IN FINDING SOLUTIONS. WE ARE 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 THESE 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. OUR OUTREACH EXTENDS IN MANY DIRECTIONS AND IS DISPLAYED IN MANY WAYS. A LISTING OF SOME OF THE VARIOUS HEALTHCARE-RELATED COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS IS INCLUDED IN RESPONSE TO QUESTION 5 BELOW. IN ADDITION TO DIRECT HEALTH-CARE RELATED ACTIVITIES, THE UNIVERSITY ALSO PROMOTES THE HEALTH OF ITS COMMUNITY BY PROVIDING A DIRECT ECONOMIC IMPACT TO ITS SURROUNDING AREA. UNIVERSITY CITY, THE AREA OF WEST PHILADELPHIA THAT HOSTS PENN'S CAMPUS, IS A NEIGHBORHOOD OF CHOICE FOR FAMILIES, STUDENTS, FACULTY, STAFF AND VISITORS AND A THRIVING LOCATION FOR RETAILERS, RESTAURATEURS, HOTELS, OFFICE-BASED BUSINESSES AND OTHERS. PENN'S STRATEGIC NEIGHBORHOOD INVESTMENTS AND COMMUNITY PARTNERSHIPS ARE A RECOGNIZED NATIONAL AND GLOBAL MODEL FOR URBAN CAMPUSES. THE IMPACT OF PENN'S LOCAL COMMUNITY INITIATIVES INCLUDE: - WITH $1.9 MILLION IN DUES, PENN IS THE LARGEST CONTRIBUTOR TO THE UNIVERSITY CITY DISTRICT, WHICH PROVIDES SUPPLEMENTAL SAFETY, CLEANING AND STREETSCAPE IMPROVEMENTS TO THE NEIGHBORHOOD; - IN FY 2015 THE UNIVERSITY CONTINUED TO SUBSIDIZE THE PENN ALEXANDER SCHOOL WITH AN OPERATING CONTRIBUTION OF OVER $800,000, ALONG WITH PROVIDING GRADUATE SCHOOL OF EDUCATION STUDENT TEACHER HOURS. THE PENN ALEXANDER SCHOOL IS A TOP-RANKED PUBLIC ELEMENTARY SCHOOL IN UNIVERSITY CITY; - PENN PROVIDED MILLIONS IN STUDENT AID IN FY 2015 TO PHILADELPHIA RESIDENTS ENROLLED AT PENN, INCLUDING STUDENTS FROM WEST PHILADELPHIA; - PENN'S $1 MILLION ANNUAL INVESTMENT IN THE NETTER CENTER FOR COMMUNITY PARTNERSHIPS ENABLES AN ARRAY OF LOCAL INITIATIVES INCLUDING TUTORING PUBLIC SCHOOL STUDENTS AND PROVIDING HEALTH AND NUTRITION PROGRAMS; - PENN PURCHASED MILLIONS IN PRODUCTS AND SERVICES FROM BUSINESSES IN WEST AND SOUTHWEST PHILADELPHIA IN FY 2015; - HOUSING PRICES IN THE UNIVERSITY CITY AREA CONTINUE TO APPRECIATE BASED IN LARGE PART TO THE CONTINUED INVESTMENTS MADE BY THE UNIVERSITY TO THE SURROUNDING AREA. -------------------- PART III, SECTION A, LINE 2 (BAD DEBT EXPENSE) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE). -------------------- PART III, SECTION A, LINE 3 (BAD DEBT EXPENSE ATTRIBUTABLE TO PATIENTS ELIBIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (BAD DEBT EXPENSE FOOTNOTE) THE BAD DEBT EXPENSE FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 17 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. -------------------- PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL) 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 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (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 III, LINE 9B (COLLECTING 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. -------------------- PART VI, LINE 2 (NEEDS ASSESSMENT) 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. IN ADDITION TO THE PROGRAMS OUTLINES ABOVE, UPHS PHYSICIANS AND STAFF PROVIDE EDUCATIONAL PROGRAMS IN CONJUNCTION WITH AREA HIGH SCHOOLS AND VOLUNTEER THEIR EXPERTISE TO NUMEROUS PUBLIC HEALTH COMMITTEES AND AGENCIES AT THE COMMUNITY, STATE AND NATIONAL LEVEL. - 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. -------------------- PART VI, LINE 3 (PATIENT EDUCATION OF ELIGBILITY FOR ASSISTANCE) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("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, PENN MEDICINE 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. PENN MEDICINE 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 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). -------------------- PART VI, LINE 4 (COMMUNITY INFORMATION) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("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. -------------------- PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S ("UPHS") CORE COMMUNITY BENEFITS PROGRAMS WERE ESTABLISHED AND CONTINUE TO THRIVE WHETHER OPERATED BY OR ENCOURAGING VOLUNTEERS BY THE HEALTH SYSTEM. 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 PARTICIPATING IN PROJECT BIOEYES, AN INNOVATIVE EDUCATIONAL INITIATIVE SPONSORED BY THE UNIVERSITY OF PENNSYLVANIA'S INSTITUTE FOR REGENERATIVE MEDICINE AND THE NETTER CENTER FOR COMMUNITY PARTNERSHIPS. - 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. -------------------- 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. UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF PROFESSIONAL MEDICAL CARE, INDEPENDENT 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. ACCORDINGLY, UPHS PROVIDES SERVICES TO PATIENTS, WHO MEET CERTAIN CRITERIA UNDER ITS CHARITY CARE POLICY, WITHOUT CHARGE OR AT AMOUNTS LESS THAN UPHS' ESTABLISED RATES. BECAUSE UPHS DOES NOT PURSUE COLLECTIONS, SUCH AMOUNTS HAVE BEEN EXCLUDED FROM NET PATIENT SERVICE REVENUE. UPHS ESTIMATED $1,266,094 AROSE DURING FY 2015 FROM PROVIDING SERVICES TO CHARITY PATIENTS. THE ESTIMATED COSTS OF PROVIDING CHARITY SERVICES ARE BASED ON DATA DERIVED FROM A COMBINATION OF THE UPHS' COST ACCOUNTING SYSTEM AND THE RATIO OF COSTS TO CHARGES. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY. UPHS PURSUES COLLECTION OF THESE AMOUNTS, HOWEVER CERTAIN AMOUNTS ARE DEEMED TO BE UNCOLLECTIBLE. THESE AMOUNTS ARE CLASSIFIED IN THE PROVISION FOR BAD DEBTS. UPHS' PROVISION FOR BAD DEBTS TOTALED $40,985,427 IN FY 2015. ADDITIONALLY, THE COSTS OF PROVIDING SERVICES TO ELIGIBLE WELFARE RECIPIENTS, WHO PARTICIPATE IN THE PENNSYLVANIA MEDICAL ASSISTANCE AND LOCAL MANAGED MEDICAID PROGRAMS EXCEEDED REIMBURSEMENT BY $28,649,889 IN FY 2015. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE AND IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, UPHS OPERATES EMERGENCY ROOMS OPEN TO THE PUBLIC 24-HOURS PER DAY, 7 DAYS PER WEEK; MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES; PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS MEDICAL PERSONNEL; FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION; AND PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS 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, SPEECHES AND REGULARLY PROVIDES HEALTH RELATED INFORMATION TO TELEVISION AND RADIO NEWS PROGRAMS AND TO REPORTERS AT NEWSPAPERS AND MAGAZINES. -------------------- PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT) N/A true MISSION RELIEF SERVICES 300 STRODE AVENUE COATESVILLE PA 19320 233092681 501(C)(3) 228433 FMV MEDICAL SUPPLIES CHARITABLE 1 SCHEDULE I, PART I, LINE 2 DETAIL OF GRANTS AND OTHER ASSISTANCE PENNSYLVANIA HOSPITAL DONATES SURPLUS MEDICAL SUPPLIES FROM TWO DEPARTMENTS (OR AND SPU)TO MISSION RELIEF SERVICES, AN IRC SECTION 501(C)(3) ORGANIZATION. MISSION RELIEF SERVICES IS A PRIVATE, NON-PROFIT, HUMANITARIAN AID ORGANIZATION SPECIALIZING IN THE REDISTRIBUTION OF MEDICAL AND SURGICAL SUPPLIES TO THIRD WORLD COUNTRIES THROUGHOUT THE WORLD. MISSION RELIEF SERVICES COLLECTS DONATED SUPPLIES FROM HOSPITALS, NURSING HOMES, AND OTHER HEALTHCARE FACILITIES; PROCESSES THESE SUPPLIES; AND THEN SHIPS THEM DIRECTLY TO DESIGNATED AREAS. THROUGH THE RESPONSIBLE STEWARDSHIP OF DONATIONS, MISSION RELIEF SERVICES HELPS HEALTHCARE FACILITIES GLOBALLY SERVE THOSE MOST IN NEED. false true false false false false false true false FRANK A ANASTASI FHFMA CFO,ASST CONTROLLER,SECRETARY 256933 0 71789 0 1071 0 0 0 21467 0 351260 0 0 0 ALLEN H BAR MD BOARD MEMBER 0 307351 0 0 0 83705 0 23400 0 17408 0 431864 0 0 MARY DEL GUIDICE RN MSN BS BOARD MEMBER, CNO 266462 0 65216 0 593 0 0 0 16448 0 348719 0 0 0 ELIZABETH B JOHNSTON BOARD MEMBER 0 540993 0 271460 0 159443 0 112000 0 8502 0 1092398 0 131231 KEITH KASPER CONTROLLER, EX-OFFICIO MEMBER 0 649801 0 312813 0 165536 0 116000 0 24977 0 1269127 0 108716 THERESA M LARIVEE BOARD MEMBER, EXEC. DIRECTOR 0 388048 0 139013 0 62985 0 50550 0 17312 0 657908 0 44976 KEVIN B MAHONEY BOARD MEMBER 0 699205 0 351575 0 166389 0 118000 0 28110 0 1363279 0 139704 RALPH W MULLER EX-OFFICIO MEMBER 0 1482718 0 710362 0 332202 0 0 0 12376 0 2537658 0 0 GARRY L SCHEIB EX-OFFICIO MEMBER 0 896796 0 428313 0 251288 0 178000 0 17544 0 1771941 0 218713 JODY FOSTER CHAIR DEPT PSYCHIATRY 329354 0 36839 0 508 0 0 0 13252 0 379953 0 0 0 DEBORAH STAPLES CHIEF OPERATING OFFICER 240555 0 66387 0 971 0 0 0 16590 0 324503 0 0 0 SEAN ROWLAND VP PERIO & ORTHO SRVCS L 194412 0 54165 0 262 0 0 0 26446 0 275285 0 0 0 JANICE BYNUM NURSE FIRST ASSISTANT 241772 0 0 0 702 0 0 0 11319 0 253793 0 0 0 DANIEL WILSON VP ALLIED HEALTH AMBULATORY SV 182551 0 50740 0 240 0 0 0 23973 0 257504 0 0 0 SCHEDULE J, PART I, LINE 3 TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------ SCHEDULE J, PART, I, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("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 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 UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR: JOHNSTON, ELIZABETH- $131,231 KASPER, KEITH- $108,716 LARIVEE, THERESA- $44,976 MAHONEY, KEVIN- $139,704 MULLER, RALPH- $293,084 SCHEIB, GARRY- $218,713 ------------------------------ SCHEDULE J, PART I, LINE 7 PROVISION OF NON-FIXED PAYMENTS PENNSYLVANIA HOSPITAL PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ------------------------------ A PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES 2009 222243852 70917rwy7 2009-07-29 90830524 REFUND PA 2004 (REFUNDED 1998) false false false A 15609524 0 90830524 0 0 0 1074987 0 0 0 89755537 0 1998 true false true true A 0.00000 0.00000 0.00000 0.00000 A false true false false 0 false 0 false true A true SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K PENNSYLVANIA HOSPITAL HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A OF 2008 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL WAS $16,747,576 AS OF JUNE 30, 2015. PENNSYLVANIA HOSPITAL HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2011 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. 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 OUSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL WAS $14,908,320 AS OF JUNE 30, 2015. PENNSYLVANIA HOSPITAL HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2012 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE 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 OUSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL WAS $29,568,276 AS OF JUNE 30, 2015. PENNSYLVANIA HOSPITAL HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2014 BOND ISSUE FROM THE UNIVERSITY, A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2014 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL WAS $4,000,000 AS OF JUNE 30, 2015. FORM 990, SCHEDULE L, PART III GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF PENNSYLVANIA HOSPITAL MAY RECEIVE TUITION ASSISTANCE FROM THE ORGANIZATION. THE AMOUNT OF SUCH ASSISTANCE HAS BEEN ACCOUNTED FOR AS A COMPONENT OF OVERALL COMPENSATION REPORTED FOR EACH APPLICABLE OFFICER/KEY EMPLOYEE ON FORM 990, PART VII. AS A RESULT, PURSUANT TO THE FORM 990, SCHEDULE L INSTRUCTIONS, SUCH AMOUNTS HAVE NOT BEEN ALSO REPORTED ON SCHEDULE L, PART III. X PRACTICE/BUSINESS UNIT 1 1587557 FMV 0 false false false FORM 990, PART V, LINE 1A DETAIL OF FORMS 1099 FILINGS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. ------------------------------ FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PRICEWATERHOUSECOOPERS LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE 2014 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS SUBMITTED TO THE BOARD FOR THEIR REVIEW. A COPY OF THE FINAL 2014 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------ FORM 990, PART VI, SECTION A, LINE 12C CONFLICT OF INTEREST POLICY THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). 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; AND (5) MEMBERS OF THE INVESTMENT BOARD. 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 COMPENSATION PROCESS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------ FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. NOTE THAT SINCE THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 1751, IT WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, THE ORGANIZATION'S IRC SECTION 501(C)(3) TAX-EXEMPT STATUS WAS GRANDFATHERED BY THE IRS. ------------------------------ FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS OTHER CHANGES IN TEMP & PERM RESTRICTED NET ASSETS $2,067,853 OTHER CHANGES IN UNRESTRICTED NET ASSETS 1,000,000 TRANSFERS TO AFFILIATES 57,024 __________ TOTAL OTHER CHANGES IN NET ASSETS $3,124,877 ------------------------------ ABRAMSON INSTITUTE 1086 PENLLYN BLUE BELL PIKE BLUE BELL PA 19422 232929823 MED RESEARCH PA 501(c)(3) 4 NA false CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232729852 HEALTHCARE PA 501(c)(3) 9 TRUSTEES false UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA PA 19104 236299508 FAC. 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