2015-05-13T14:02:40-05:00 2014-06-30 990 2013-07-01 232826045 Jeanes Hospital JEAN 2157283306 3509 N Broad Street No 936 Philadelphia PA 19140 Raymond Lefton CFO & Treasurer 2157283306 2015-05-13 2013 2016-02-25 16:41:14Z Raymond Lefton 3509 N Broad Street No 936 Philadelphia PA 19140 165842475 0 X www.jeanes.com X 1996 PA To maintain and enhance the quality of life for individuals in the communities we serve. 8 7 1288 299 245271 -2160 1683274 844204 144531428 143038545 4906230 3777749 115963 20935 151236895 147681433 7013350 4974250 0 0 76177882 73110886 0 0 91276 82532098 80717507 165723330 158802643 -14486435 -11121210 107394779 99996502 97615651 98700127 9779128 1296375 X Jeanes Hospital's mission statement, as approved by its board of directors and executives is:In furtherance of the mission of Temple University Health System, the mission of Jeanes Hospital is to maintain and enhance the quality of life for individuals in the communities we serve. We emphasize the Quaker belief that in each person there resides a spirit that creates a common bond among us all. Our health care services include maintenance and enhancement of health, which quickens the spirit and enhances the vitality of our lives. 0 0 13451555 11894730 The Cardiovascular program at Jeanes Hospital provides healthcareservices aimed at preventing, diagnosing, and treating cardiovascular diseases.Cardiovascular diseases are the leading cause of death in the UnitedStates. The services provided by Jeanes Hospital target the full rangeof conditions related to the heart and vascular system, includingcongestive heart failure, hypertension, and narrowing of the arteriesand peripheral disease. The services are provided to both inpatientsand outpatients.Cardiovascular services at Jeanes Hospital span the continuum of heartcare. Included are open heart surgery, diagnostic and interventional cardiac catheterization, electrophysiology studies, stress testing,cardiac and thoracic surgery, echocardiograms, EKGs, holter monitortests and cardiopulmonary rehab. The hospital's vascular servicesprovide both open and closed vascular procedures in surgery, cath laband vascular lab. Jeanes Hospital is the recipient of the AmericanHeart Association's Stroke Gold Plus Quality Achievement Award. 8406008 8207661 Gastroenterology/Digestive Disease. Jeanes Hospital gives patients themost advanced, safest and proven medical and surgical treatmentsprimarily focused on the gastrointestinal tract. The services offeredby Jeanes Hospital under this specialty are: surgical weight loss,colorectal surgery, nutritional counseling, and gastroenterology andhepatology services aimed at treating patients with disorders of theesophagus, liver, gall bladder and stomach. Services are provided toboth inpatients and outpatients. 11658626 9623021 Pulmonary. Jeanes Hospital provides comprehensive pulmonary complexmedical and rehabilitation programs for patients with acute and chronicpulmonary conditions. Services provided range from inpatientventilation management and weaning, to outpatient pulmonaryrehabilitation delivered by an interdisciplinary team of highly trainedand board certified pulmonologists, respiratory therapists and nurses. 113682254 4974250 113313133 In concert with cardiovascular, digestive and pulmonary services at Jeanes Hospital, a full continuum of additional services creates a comprehensive medical and surgical center for our community and its physicians. Services range from diagnostic to therapeutic, medical to surgical, and outpatient to critical care. Here is a roster of some of the more prominent services at Jeanes Hospital:General Medicine consists of diagnosis, management and non-surgical treatment of disease processes. Emergency Services are available to the community 24 hours a day for patients who suffer illness or injury.We have a full range of ambulatory diagnostic testing, including path lab services and radiology. Diagnostic imaging services include general X-ray, digital mammography, ultrasound, MRI, CT, interventional imaging and nuclear medicine. Advanced technology MRI and CT scanning are available at Jeanes Hospital for critical diagnoses. Services, both medical and surgical, are available for disorders of the ears, nose, throat and eyes. Women's health services at Jeanes Hospital include screening and diagnostic digital mammography, ultrasound services, breast surgery, fertility services and a compendium of gynecological surgical services. Orthopaedics at Jeanes Hospital ranges from conservative treatment to high acuity surgery. Surgery includes tertiary-level joint replacement procedures and rehab, and spine procedures. Neurosurgery services at Jeanes Hospital offers an alternative to orthopaedics for spine surgery patients. General surgery encompasses an array or interventional procedures for our patients, including oncologic, vascular, gastrointestinal, bariatric surgeries, etc. In step with surgical trends, Jeanes Hospital offers more and more minimally-invasive alternatives such as laparoscopic surgery. Dermatology and plastic surgery both have a full-time presence at Jeanes Hospital. Anesthesiologists on the Jeanes Hospital medical staff offer a formal pain management program for chronic pain patients, including interventional procedures. A hospitalist program was established at Jeanes Hospital, allowing physicians to rely on specially trained inpatient coverage while tending to their practices more efficiently. Additional services include urology, nephrology, neurology, infectious disease, psychiatry and psychology, podiatry, rheumatology, and endocrinology. Community Benefit Overview:Jeanes Hospital takes great pride in the broad array of community services that we provide to our surrounding neighborhoods. Founded in 1928 by virtue of a bequest in the Will of Philadelphia Quaker leader Anna T. Jeanes, we continue her vision of serving as the destination for those who need ambulatory, inpatient, surgical, and home care in Northeast Philadelphia by combining the compassionate nature of a Quaker founded community hospital with the advanced capabilities of an academic medical center. Jeanes Hospital is firmly committed to advancing the health of people and quality of life in our communities. Below is a summary of some of the programs and activities operated in our FYE June 30, 2014 of which we are most proud.Reaching out to the Community. Jeanes reached more than 13,000 seniors, adults, and children, providing free health screenings; support groups for patients and families dealing with disease; immunization for flu; stroke awareness, and other topics, and many other outreach activities. Wellness Track: Jeanes offers a safe, park-like walking trail for community members to enjoy healthy outdoor exercise. Increasingly, we are hosting some of our community education sessions outdoors on this track, where cardiologists and other health professionals explain firsthand the need to stay fit and healthy. Food, Book, Clothing, and Toy Drive: Reflecting the compassion of our Quaker heritage, Jeanes employees contributed food, new coats, toys and financial contributions to support low income families living in our communities. We partnered with Salvation Army, Feast of Justice, local food banks, churches and other community organizations on these initiatives.Blood Drives: In partnership with the American Red Cross, Jeanes collected nearly 100 productive pints of blood. Health & Wellness Education: More than 450 community members joined our Community Classroom series, which focused on stroke awareness, arthritis, osteoporosis, healthy diet, exercise, stress, cancer, and other topics of interest to our community. Investing in Health Professions Education. Jeanes helps provide the education and training necessary to develop a professional healthcare workforce to benefit the broader community. Fostering Volunteerism. A majority of the members of Jeanes Hospitals Board of Directors is comprised of local volunteers who offer expertise and govern the organization without compensation. Similarly, members of Jeanes Hospitals executive staff routinely participate in not-for-profit community health and social service organizations, as members of their boards-of-directors and in partnership with their outreach services. Fueling our Community's Economic Engine. Jeanes employed more than 800 people and paid $58 million in salaries and benefits. For every $1.00 of hospital employee compensation, about $.92 additional compensation is spent elsewhere in the community (about $53 million). For every job at Jeanes Hospital, about 1.2 additional jobs are generated elsewhere (about 1,000 spin-off jobs).Reducing the Government Burden. In 2013-2014, Jeanes Hospital incurred more than $7.9 million in charity care expenses. In addition, Jeanes Hospital maintains strong affiliations with government and community organizations to help ensure access to care for our vulnerable population. 113682254 4974250 113313133 147198443 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 1 1 0 0 1 110 0 1 1288 1 1 1 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 PA X X Raymond Lefton 2157077766 3509 N Broad Street Room 936 Philadelphia PA 19140 Robert H Lefever Chair 3.00 6.00 X X 0 0 0 Dr Thomas Lewis Vice Chair 2.00 0.00 X X 0 0 0 Francis Devlin Director 2.00 0.00 X 0 0 0 Larry Kaiser MD Director 1.00 49.00 X 0 1598104 21207 Charles Lockyer Director 2.00 2.00 X 0 0 0 Martin Ogletree Director 2.00 0.00 X 0 0 0 David Kraynik Director 2.00 0.00 X 0 0 0 Lewis Gould Director 2.00 4.00 X 0 0 0 Linda Grass President & CEO 48.00 2.00 X 336832 0 14740 Beth Koob Secretary 3.00 47.00 X 0 489468 55855 Anne Rudloff Asst Secretary 50.00 0.00 X 67090 0 25070 Betty McAdams Asst Secretary 2.00 48.00 X 0 99080 15712 Ray Lefton Treasurer / CFO 48.00 2.00 X 137697 0 15164 Robert Lux Asst Treasurer 3.00 47.00 X 0 554459 78414 Lisa Corbin Asst Treasurer 3.00 47.00 X 0 102348 23624 Judith Bachman Asst Treasurer 2.00 48.00 X 0 348384 23882 Andrea McCoy Chief Medical Officer 50.00 0.00 X 275559 0 29950 Denise Frasca AHD - Patient Services 50.00 0.00 X 178955 0 18639 Stephanie Kao Medical Director 50.00 0.00 X 203846 0 15239 Frank Shipp AHD 50.00 0.00 X 188271 0 15713 Richard Creech Physician 50.00 0.00 X 156439 0 30 Elizabeth Donahue AHD 50.00 0.00 X 153971 0 10914 Donald Jones Pharmacy Director 50.00 0.00 X 147666 0 17444 Thomas Albanesi Former Treasurer / CFO 2.00 48.00 X 0 110870 6424 1846326 3302713 388021 65 1 1 0 Temple University Health System 3509 N Broad Street Room 936 Philadelphia PA 19140 Related organization services 10008772 Temple Physicians Inc 3509 N Broad Street Room 936 Philadelphia PA 19140 Related organization services 6136492 Temple University Hospital 3509 N Broad Street Room 936 Philadelphia PA 19140 Faculty support, lab 5463669 Temple University of the Commonwealth Sy 300 Sullivan Hall 1330 W Berks St Philadelphia PA 19122 Related organization services 4761596 Buckl Architects PC 4001 Freemansburgh Ave4001 Freema Easton PA 18045 Architectural Services 434260 12 216735 565648 61821 844204 Net patient svc revenue 622110 137489945 137244484 245461 Rental income 532000 4586442 4586442 Snack shop income 722210 562535 562535 Cafeteria income 722210 260456 260456 Service revenue 622110 139167 139167 143038545 1984448 1984448 21125 0 21125 21125 21125 19954343 18161042 1793301 1793301 1793301 Loss from other invsts 523000 -190 -190 -190 147681433 142793084 245271 3798874 X 4974250 4974250 55762696 51879053 3883643 3624095 3371858 252237 9636210 8988111 648099 4087885 3803368 284517 5334025 5242749 91276 75194 75194 37500 37500 4161 4161 20275103 19258479 1016624 306241 303713 2528 25215017 24411304 803713 4720597 4398113 322484 1837290 4288645 -2451355 69615 65302 4313 23589 22839 750 3445615 3445615 5555524 5555524 3092240 2910134 182106 Tax assessment expense 6214161 6214161 Equipment rental and ma 4156399 2915600 1240799 Loss on Disposal of Fix 43558 43558 311678 392374 -80696 158802643 147198443 11512924 91276 1 1640443 3215216 22365056 22230305 3771529 3516006 972535 1591497 129851910 106226012 26703625 23625898 24248947 18904670 6565712 3122286 21126932 23790623 107394779 99996502 43729665 42861750 200959 43236 53685027 55795141 97615651 98700127 X -6701877 -17334279 186211 327686 16294794 18302968 9779128 1296375 107394779 99996502 X -11121210 185990 2452467 X 0 1 X 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 16296031 2150537 142197 18304371 15256626 1158051 118646 16296031 15864051 152637 760061 15256627 13783220 2801550 720719 15864051 12963338 1646133 826251 13783220 0.00000 1.00000 0.00000 1 0 12775 12775 138504 78628715 64220667 14546552 1003744 269847 733897 48295649 40280027 8015622 1772523 1455471 317052 23625898 Jeanes Physicians' Office Building Partnership 1010298 Self insurance asset TU malpractice 2496177 Self insurance asset TU Workers' Compensation 1519018 Assets Limited As To Use -- Other, General 13430 Assets Limited As To Use -- Temporarily Restricted Funds 419727 Assets Limited As To Use -- Permanently Restricted Funds 75000 Assets Held in Trust -- Anna T. Jeanes Trust 15812595 Assets Held in Trust -- Maude E.M. Boggs Trust 2139542 Assets Held in Trust -- Edith Scot Paschall Trust 244531 Assets Held in Trust -- John E. Holcomb Trust 30800 Cash value of life insurance policy 29505 23790623 Long-term debt, inter-company 48721057 Estimated retroactive adj, 3rd party payers 2844621 Due to affiliated companies 4229463 55795141 Part V, line 4 Part V, line 4: Use of the endowments will vary depending on the nature of the restrictions imposed by the donors. If an endowment is restricted as to purpose, the organization will use the endowment for the permitted purpose. If the endowment is restricted as to time, the organization draws income but accumulates principal. 1 1 X 1 X 1 X 1 1 1 0 0 3535104 0 3535104 0.02230 24434756 20086848 4347908 0.02740 27969860 20086848 7883012 0.04970 50 13283 186749 1480 185269 0.00120 1993250 793397 1199853 0.00760 50 13283 2179999 794877 1385122 0.00880 50 13283 30149859 20881725 9268134 0.05850 6966 6966 0.00000 6966 6966 1 3520071 31401342 34713111 -3311769 X 1 1 1 1 Jeanes Hospital 7600 Central Avenue Philadelphia PA 191112442 X X X X Home health care Jeanes Hospital 1 1 X X X X X X X X X 13 1 0 1 X http://www.jeanes.com/content/community_h X X X X X X X X 0 0 1 1 100.000000000000 1 400.000000000000 1 X X X 1 1 X X X X X 1 0 X 1 X 0 0 Jeanes Hospital Part V, Section B, Line 6i: As a member of the Temple University Health System, Jeanes Hospital participated in the development of the Pennsylvania Statewide Innovation Model led by the Pennsylvania Department of Health. Through the Health system, Jeanes also participated in the Philadelphia Department of Health's Policy Working Group, which is focused on building a data-related public health infrastructure to address specific health needs such as hypertension, adult immunization, and cancer screening. Jeanes Hospital Part V, Section B, Line 7: Jeanes is addressing many of the needs identified in the CHNA. Some needs, such as dental care, however, are not among the clinical service that are provided by our hospital. To address cancer care, we are working in partnership with our affiliated Fox Chase Cancer Center. Although the federal government and HHS-funded Marketplace Navigators are in a better position to address needs of the uninsured, our Financial Services Department continues to provide services for our patients and families, and is partnering with community stakeholders as our resources allow. All unmet needs are identified in our CHNA Implementation strategy, which is posted in plain view on our hospitals website at http://www.jeanes.com/content/community_health_information.htm. Our approach to unmet needs is explained in Section 7 of that report. Jeanes Hospital Part V, Section B, Line 18e: Jeanes Hospital made no such efforts in relation to Line 17. Jeanes Hospital Part V, Section B, Line 20d: Jeanes Hospital used a multiple of two times the base Medicaid rate. Part I, Line 7: Part 1, Line 7Costing methodologyA ratio of cost to charges derived from Worksheet 2 was used in determining the amounts reported on Part I, lines 7a through 7d. The amounts are reported at cost and include both direct and indirect costs. Direct costs include salaries, employee benefits, supplies, and other costs that are directly attributable to the services. These direct costs would not exist if the service or program did not exist. Indirect costs are expenses not directly attributable to the service or programs but are included in the calculation of costs for total charity care and means-tested government programs. These costs include but are not limited to human resources, finance departments, insurance, support departments and overhead expenses. Part I, Ln 7 Col(f): Per the financials, accounts receivable are written off against the allowance for doubtful accounts when management determines that recovery is unlikely and the Health System ceases collection efforts. Part II, Community Building Activities: Community Building ActivitiesIn addition to the extensive community health improvement services quantified in Schedule H, Part I and described more fully in Schedule O, Jeanes Hospital also engages in a number of community building activities. These include periodic blood drives held in partnership with the American Red Cross, as well as our promotion of healthy diet and exercise, including our new Farms to Family partnership with Common Market. Part III, Line 4: The ratio of cost to charge method is used in determining the amounts reported on lines 2 and 3. The amounts on lines 2 and 3 are reported at cost and include both direct and indirect costs. Direct costs include salaries, employee benefits, supplies, and other costs that are directly attributable to the service and that would not exist if the service or program did not exist. Indirect costs are costs not attributed to the services or programs that are included in the calculation of costs for community benefit. These costs include but are not limited to human resources, finance departments, insurance, support departments and overhead expenses. Part III, Line 8: As a response to efforts to improve the health and quality of life of people living in the community, Jeanes Hospital provided $3,311,769 in unreimbursed services to patients enrolled in Medicare programs. Jeanes Hospital believes that the Medicare shortfall of $3,311,769 should be treated as a community benefit since it has a clear mission to serving and improving the health status of the elderly. For the nine months ended March 31, 2014, approximately 56% of all inpatients treated at Jeanes Hospital were over the age of 65 and if Jeanes should cease to exist, this shortfall would have to be absorbed by another hospital provider in the Jeanes community. In addition, Jeanes Hospital is designated as a Medicare Disproportionate Share Hospital (DSH). DSH hospitals are "safety net" hospitals because they serve predominantly low-income communities and have a substantial number of Medicare patients that also qualify for Medicaid coverage. The associated costs with providing care to these patients are frequently not covered by government sponsored programs. Part III, Line 9b: Jeanes Hospital's collection policy contains provisions on the collection practices to be followed for patients who are known to qualify for charity care. If an account does not qualify for charity care or qualifies for only a charity care discount, the normal billing process of four (4) statements over a span of at least 120 days will occur. If no patient response is received, a write-off request form will be completed by the collection specialist and submitted for proper signature authority for agency referral. Once approved, the account will be transferred to the Bad Debt Financial Class log . The account will be forwarded to the collection agency for additional collection effort. Part VI, Line 2: Needs assessmentIn assessing community needs, Jeanes Hospital uses comprehensive sets of internal and external data sources. Externally, we rely largely on health data compiled by federal, state, and community-based health organizations, including the following: Community health assessment survey results from the Public Health Management Corporation (PHMC), including data on chronic health con- ditions, adult asthma, arthritis, diabetes, blood pressure, cholesterol, mental health, smoking, adult obesity, exercise, colonoscopies and PAP exams, mammograms and clinical breast exams; Disease rate data from the United States Center for Disease Control; Market data and quality assessments from the Pennsylvania Health Care Cost Containment Council (PHC4); Philadelphia Department of Public Health, including: the Philadelphia Vital Statistics Report, the Philadelphia Vital Statistics by Census Tract and Zip Code Report, the annual Health Center Service Area Report, and the Taking Philadelphia's Temperature report; Medpar data from the Centers for Medicare and Medicaid Services (CMS); Care Science Quality Manager from Premier; Other data from the Pennsylvania Department of Health, Delaware Valley Healthcare Council, etc.Internally, we rely on the following sources: Collaboration of Medical School and Hospital leadership; Consensus discussion with key clinical providers; Performance Improvement, Risk Management and Patient Safety outcomes; Historic, service line specific utilization data; Organizational community risk assessments (Infection Control, Environ- ment of Care, Emergency Management, Fire Safety Management, Disaster Response);In addition to data sources, we have engaged a community advisory board,for the past two decades, that reflects the needs and opinions of our service area. That board meets quarterly and it is used on an ad-hoc basis to represent the community we serve. Part VI, Line 3: The Financial Counselors assigned to Jeanes Hospital screen all uninsured and underinsured patients (including those with high deductibles and co-pays) who are hospitalized or require elective outpatient hospital services to determine their eligibility for government funded medical insurance coverage such as Medicaid and CHIP.Patients that meet the qualifications for these programs are assisted byfinancial counseling staff throughout each step of the applicationprocess. Medicaid applications are submitted by Jeanes Hospital on thepatients' behalf and tracked until final determination.Patients who do not qualify for government-funded programs are screenedfor Temple University Health System's Charity Care/Self Pay program todetermine their eligibility for free or reduced cost care.The Charity Care/Self Pay discounting policy is not restricted toEmergency Department patients, but is available to inpatients andoutpatients as well.Patients who contact the Hospital's Business Office concerning bills theyhave received that they cannot afford to pay are also screened for CharityCare eligibility.The Financial Counseling Staff at Jeanes Hospital also offers assistancein obtaining supplemental coverage as well as prescription drug benefits.Patients are informed of our financial services, and direction on howto access these services, through the following means:Posters in plain view at inpatient, outpatient and emergencyregistration areas and billing offices;Patient discharge summaries, billing invoices and vendor collectionnotices;Hospital website. Part VI, Line 4: Jeanes Hospital Service Area Community ProfileJeanes Hospital service area consists of the following zip codes: 19111, 19115, 19116, 19120, 19124, 19134, 19135, 19136, 19140, 19149, and 19152. Zip Codes 19134 and 19140 are additions based on CY2013 PHC4 data. This is an areas high percentage of poor and undereducated population is growing. The percent size and the zip code composition for Jeanes service area has changed since the previous report.A. Population and Population Growth The total population in Jeaness service area has slightly increased over the past decade and is projected to increase by 2.6% from 2014 to 2019. In contrast, the total U.S. population has grown over the past decade, and is projected to grow by 3.5% over the next five years.B. Age Distribution Approximately 26% of the total population within Jeaness service area is under the age of 18, consistent with the national average. 25.3% of the Jeanes service area population is age 18-34, 11.9% higher than the national average of 23.4%. 37.1% of the Jeanes service area population is age 35-64, 5.3% lower than the national average. 11.8% of the Jeanes service area population is over 65 years old, which is 16.9% lower than the national average of 14.2%.The average age of the Jeanes service area is projected to increase slightly over the next five years. The under 18 population is projected to decrease by 1.2% from 2014 to 2019. The 65 and over population is projected to increase from 65,579 in 2014 to 75,903 in 2019, a projected increase of 12.7%.C. Education Level In 2012, the population in the Jeanes service area consisted of 62.1% with high school education or less, a rate approximately 46% higher than the national average of 42.6%. The Jeanes service area population consists of 37.9% with education beyond high school, approximately 34% lower than the national average of 57.4%.D. Unemployment and Household Income Unemployment Although employment rates are steadily rising; however, in the city of Philadelphia, 7.6% of the total population were unemployed in June 2014, approximately 37.5% higher than the state unemployment rate of 5.6% and 24.5% higher than the national unemployment rate of 6.1%.(Source: Bureau of Labor Statistics, US Department of Labor; Pennsylvania Department of Labor) Household Income Approximately 64% of households in the Jeanes service area earn less than $50,000 per year, approximately 31% greater than the national average of 48.9%. 37.3% of Jeanes service area households earn over $50,000 per year, which is approximately 30% lower than the national average of 51.1%.E. Population Below Federal Poverty Level In Jeanes' service area, the percentage of population living under the Federal poverty level is greater than the national level of 15.9%; State of Pennsylvania 13.7%; PA5 11.6%; Philadelphia 26.9%. There are 8 out of the total 11 zip codes within the Jeanes service area where the percentage of population living under the Federal Poverty Level is greater than the national level of 15.9%.F. Race/Ethnicity In Jeanes service area, 37.9% of the total population is White, approximately 24.2% lower than the national level of 62.1%. Black is the second largest population in Jeaness service area, comprising 27.2% of the population, compared to the national average of 12.3%. The percentage of Hispanics is 24.7%, compared to the national level of 17.6%. Asian & Pacific is approximately 7.7% of the total population, 2.6% greater than the national average of 5.1%.G. Payer Mix in 2013 Approximately 73.5% of cases in the Jeanes service area were covered by either Medicaid or Medicare: 38.8% for Medicaid, and 34.7% for Medicare. Part VI, Line 5: Promotion of community healthJeanes Hospital is a nonprofit corporation that strives to be the destination for all who need ambulatory, inpatient acute, surgical and home care in Northeast Philadelphia and surrounding areas, by combining the compassionate nature of a Quaker-founded community hospital with the advanced capabilities of an academic medical center. Jeanes Hospital achieves this by espousing the following ideals: Create an extraordinary experience for everyone who enters our facilities for any reason; provide equal access to care for patients without regard to race, creed, religion, color, national origin, sex or sexual preference; make safety and continuous quality improvement a primary endeavor; promote the basic values of our Quaker heritage, to include kindness, equality and peace; combine the individual strengths of our hospital, medical staff, and health system; devote manpower and budgetary resources to provide health screenings, vaccinations and health education opportunities to our community; ensure that emotional, cultural and spiritual needs are met; provide a work environment that attracts, retains and develops the best employees; maintain a position of leadership in our community; value the wisdom of our board members, community and foundation liaisons, physician leaders and volunteers; use evidence-based research to understand the health needs of our community and respond accordingly, and espouse the core principles and stated values of the Temple University Health System.In addition to open medical staff, community board and reinvesting, Jeanes Hospital promotes the health of the community via: Free educational opportunities for the community; An arrangement with a diabetes education organization to offer on- campus education; Part VI, Line 6: Affiliated health care systemThe mission of the Temple University Health System, Inc. is to provide access to the highest quality of health care in both the community and academic settings. In furtherance of the mission of the Temple University Health System, the mission of Jeanes Hospital is to maintain and enhance the quality of life for individuals in the communities we serve. We emphasize the Quaker belief that in each person there resides a spirit that creates a common bond among us all. Jeanes' health care services include maintenance and enhancement of health, which quickens the spirit and enhances the vitality of our lives. The missions of other members of the Temple University Health System similarly advance its goals: Temple University Hospital supports Temple University and its Health Sciences Center academic programs by providing the clinical environment and service to support the highest quality teaching and training programs for health care professionals and to support the highest quality research programs; the Temple Health System Transport Team, Inc.'s mission is to provide the highest level of critical care transport services available in the mid-Atlantic region; Temple Physicians, Inc.'s mission is to provide the highest quality of clinical care as well as to support the System's clinical, administrative, and corporate activities, and Fox Chase Cancer Center's mission is to prevail over cancer, marshalling heart and mind in bold scientific discovery, pioneering prevention, and compassionate care. 1 Temple University Health System 3509 N Broad Street Room 936 Philadelphia PA 19140 232825881 501(c)(3) 4960000 N/A N/A General support 1 0 Part I, Line 2: The over $5,000 grant was made only for tax-exempt purposes to a related organization under common control. This grant is subject to review by the governing bodies and management of the related organizations. X X 0 0 0 0 0 0 0 0 0 Larry Kaiser MD Director 0 1543904 0 50000 0 4200 0 0 0 21207 0 1619311 0 0 Linda Grass President & CEO 327532 0 3300 0 6000 0 7425 0 7315 0 351572 0 0 0 Beth Koob Secretary 0 413158 0 42681 0 33629 0 28034 0 27821 0 545323 0 0 Ray Lefton Treasurer / CFO 137697 0 0 0 0 0 5625 0 9539 0 152861 0 0 0 Robert Lux Asst Treasurer 0 454498 0 70881 0 29080 0 49339 0 29075 0 632873 0 0 Judith Bachman Asst Treasurer 0 308384 0 40000 0 0 0 10886 0 12996 0 372266 0 0 Andrea McCoy Chief Medical Officer 270059 0 5500 0 0 0 14829 0 15121 0 305509 0 0 0 Denise Frasca AHD - Patient Services 175023 0 3600 0 332 0 11700 0 6939 0 197594 0 0 0 Stephanie Kao Medical Director 203790 0 0 0 56 0 13261 0 1978 0 219085 0 0 0 Frank Shipp AHD 105576 0 0 0 82695 0 0 0 15713 0 203984 0 0 0 Richard Creech Physician 156439 0 0 0 0 0 0 0 30 0 156469 0 0 0 Elizabeth Donahue AHD 153842 0 0 0 129 0 10000 0 914 0 164885 0 0 0 Donald Jones Pharmacy Director 147666 0 0 0 0 0 0 0 17444 0 165110 0 0 0 Thomas Albanesi Former Treasurer / CFO 0 105094 0 0 0 5776 0 6424 0 0 0 117294 0 0 Elizabeth LeFever Daughter of Robert LeFever 20800 Part-time employee of Jeanes Hospital 0 Kathleen Lux Daughter of Robert H. Lux 72572 Employee of Jeanes Hospital 0 Form 990, Part VI, Section A, line 1 Pursuant to the organization's bylaws, the Executive Committee consists of no less than five members of the Board, including the Chair, the Vice Chair, and the chairs of the Standing Committees. The Executive Committee is authorized to act for the Board between its regular meetings. Form 990, Part VI, Section A, line 6 The sole member of the organization is Temple University Health System, Inc. The member has the power to appoint and remove the organization's Board of Directors. The approval of the member is required for any of the following actions by the organization: (a) any dissolution or liquidation; (b) any merger; (c) any amendments to the articles of incorporation; (d) any amendments to the bylaws regarding the member, the number of directors, quorum or voting requirements; (e) the sale, pledge, lease (but only a lease from the organization of substantially all of the organization's real property), or other transfer of the assets of the organization other than transactions occurring in the ordinary course of business; (f) any decision resulting in the organization's ceasing to provide appropriate sites for Temple University School of Medicine for comprehensive acute care services; (g) any decision to merge with, acquire, or enter into an affiliation with a medical school other than Temple University's or a medical school hospital other than Temple University Hospital, Inc.; (h) the deletion of any clinical programs that are needed for the accreditation of Temple University School of Medicine; (i) the adoption of the organization's annual capital and operating budgets; (j) the issuance or assumption of any indebtedness in excess of five hundred thousand ($500,000), and (k) the execution of any contract providing for the management of the organization. Form 990, Part VI, Section A, line 7a Please refer to the response for question 6 Form 990, Part VI, Section A, line 7b Please refer to the response for question 6 Form 990, Part VI, Section B, line 11 After review by management and outside tax counsel, the 990 and 990-T (if any) are posted to the website of the Secretary's Office. Each Board Member is contacted and provided with the web address. A Board Member without internet access is provided a paper copy to review. The website and paper mailing have an overview of the 990 and 990-T preparation process and internal reviews. Each Board Member is asked to review the 990 and 990-T within 2 weeks and contact the Chief Financial Officer about any questions. In addition to the above process, the Audit Committee is provided a copy and the 990 and 990-T are reviewed at a regularly scheduled meeting. Form 990, Part VI, Section B, line 12c The Office of the Secretary provides each director and officer with copies of the conflicts of interest policy and a disclosure statement to be completed on an annual basis. The Office of the Secretary reviews the completed disclosure statements which are then reviewed in summary format by a committee of the Board of Directors and any recommended actions presented to the full Board of Directors. In addition to completing the annual disclosure statement, directors and officers must disclose potential or actual conflicts on an ongoing basis as matters arise. All disclosures are evaluated and a determination of whether a conflict exists is made by the Board or a committee of the Board. All employees are subject to a conflicts of interest policy that is monitored by the Office of the Secretary. Form 990, Part VI, Section B, line 15 There is a compensation committee that reviews and approves all total compensation of executive / key personnel at Temple University Health System through an evaluation performed by an external compensation expert before the compensation is approved. Form 990, Part VI, Section C, line 19 The Unaudited Internal Financial Statements of the Temple University Health System and certain of its related organizations are distributed and made available to the public at the end of each quarter as per the System's Continuing Disclosure Agreement (Series of 2007 Bond Issue) through the Digital Assurance Corp (DAC), the Municipal Services Reporting Board's EMMA disclosure site and the Health System's financial web site. The Annual Audited Financial Statements are also released to the public in the same manner. To the extent required by applicable law, the organization makes its governing documents available to the public upon request. Form 990, Part IX, line 11g Agency: Program service expenses 837,670. Management and general expenses 0. Fundraising expenses 0. Total expenses 837,670. TU & TUHS Salary Charges: Program service expenses 4,379,827. Management and general expenses 148,924. Fundraising expenses 0. Total expenses 4,528,751. Professional Fees: Program service expenses 7,675,354. Management and general expenses 57,730. Fundraising expenses 0. Total expenses 7,733,084. Service Contracts: Program service expenses 133,689. Management and general expenses 2,448. Fundraising expenses 0. Total expenses 136,137. Purchased Services: Program service expenses 1,924,919. Management and general expenses 807,522. Fundraising expenses 0. Total expenses 2,732,441. Corporate Charge: Program service expenses 4,307,020. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,307,020. Form 990, Part XI, line 9: Adjustment to funded status of pension liability 444,293. Fair Value Change of Permanently Restricted Trust 2,008,175. Rounding -1. Temple University of the Commonwealth System 300 Sullivan Hall 1330 W Berks St Philadelphia PA 19122 231365971 Education PA 501c3 Line 2 N/A 0 Temple University Health System Inc 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 232825881 Health Care PA 501c3 Line 11a, I Temple University of the Commonwealth System 0 Temple University Health System Foundation Inc 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 232916108 Health Care PA 501c3 Line 11a, I Temple University Hospital Inc 0 Temple University Hospital Inc 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 232825878 Health Care PA 501c3 Line 3 Temple University Health System Inc 0 Jeanes Hospital Auxiliary 7600 Central Avenue Philadelphia PA 19111 231917776 Health Care PA 501c3 Line 9 Jeanes Hospital 1 Temple East Inc 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 232547305 Health Care PA 501c3 Line 11a, I Temple University Hospital Inc 0 Temple Physicians Inc 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 232790607 Health Care PA 501c3 Line 9 Temple University Health System Inc 0 Temple Health System Transport Team Inc 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 753084023 Health Care PA 501c3 Line 9 Temple University Health System Inc 0 Episcopal Hospital 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 231365351 Health Care PA 501c3 Line 11a, I Temple University Hospital Inc 0 Anna T Jeanes Foundation 7600 Central Avenue Philadelphia PA 19111 232203406 Health Care PA 501c3 Line 11d, III-O N/A 0 American Oncologic Hospital 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 231352156 Health Care PA 501c3 Line 3 Temple University Health System Inc 0 Institute for Cancer Research 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 236296135 Health Care DE 501c3 Line 4 American Oncologic Hospital 0 Fox Chase Cancer Medical Group 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 454540585 Health Care PA 501c3 Line 3 American Oncologic Hospital 0 Fox Chase Network Inc 3509 N Broad Street Room 936 c/o TU Philadelphia PA 19140 232467337 Health Care PA 501c3 Line 11b, II American Oncologic Hospital 0 TUHS Insurance Company LTD 3509 N Broad Street 9th Floor - c/o Philadelphia PA 19140 981203189 Malpractice insurance BD Temple University Health System Inc 0 Fox Chase Ltd 333 Cottman Avenue Philadelphia PA 19111 232396731 Health Care PA AOH C 0 0 1 1 0 1 0 0 1 0 1 0 1 1 1 1 1 1 0 0 Jeanes Hospital Auxiliary C 65933 Cash received