2015-05-15T09:59:32-05:00 2014-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2013-07-01 232809585 Jefferson University Physicians % THOMAS JEFFERSON UNIVERSITY JEFF 2159552562 1025 WALNUT STREET Suite 100 PHILADELPHIA PA 191075083 ALFRED C SALVATO SR. VP FINANCE & CIO 2159552562 2015-05-12 true MATTHEW D PETROSKI P00853132 2159552562 2013 2016-02-25 16:41:14Z MARK L TYKOCINSKI 1020 WALNUT STREET PHILADELPHIA PA 191070000 410555604 false X www.tju.edu X 1995 PA To provide physician services and support the educational and research mission of Thomas Jefferson University (TJU). 9 3 1939 4 0 0 0 393984461 410165753 83153 164876 37800 59500 394105414 410390129 0 0 0 0 258064367 271168104 0 0 0 139599785 124862290 397664152 396030394 -3558738 14359735 213811811 239505101 189082993 200416548 24728818 39088553 TO PROVIDE PHYSICIAN SERVICES AND SUPPORT THE EDUCATIONAL AND RESEARCH MISSION OF THOMAS JEFFERSON UNIVERSITY (TJU). false false 379551722 410165753 The faculty practice plan of Sidney Kimmel Medical College "College" was originally developed in June, 1968 to permit certain members of the faculty of the College to use their professional expertise in the provision of patient care as well as in pursuit of the educational and research missions of TJU. The Advisory Committee of the Clinical Practice Plan and the Board of Trustees of the University approved the formation of the Jefferson University Physicians ("JUP") on March 28th, 1995, and June 5th, 1995, respectively. The purpose of JUP is to allow certain clinicians ("Participants") to conduct their clinical practices while supporting the educational and research activities of TJU. JUP is designed to encourage its Participants to support the charitable mission of the TJU while sharing the costs and responsibilities of their patient care responsibilities in an atmosphere that fosters the advancement of medical knowledge. JUP's goal is to create an integrated multi-specialty group practice that is responsive to the changing requirements of the marketplace and the needs of the public. On June 30, 2014, TJUH System became the sole member of JUP (see Schedule O, Part VI, Line 4 disclosure). 379551722 true false false false false false false false false false true false false true false false true true false false false false false false true false false false false true false false false false false false false false false false false false false true true false false false true 118 0 true 1939 true false false false false false true true false false false false X 9 3 false false true false true true false true true false false true true true true true true true true true true PA X X THOMAS JEFFERSON UNIVERSITY 2155038344 1020 WALNUT ST PHILADELPHIA PA 191075587 William M Keane MD MEDICAL DIRECTOR, JUP 39.0 6.0 X X 814019 884899 136243 James S Harrop MD TRUSTEE 43.0 2.0 X 1021069 76080 60594 Mark L Tykocinski MD PRESIDENT 5.0 42.0 X X 0 981677 117720 Ernest L Rosato MD TRUSTEE 5.0 40.0 X 500224 111709 63135 Carin F Gonsalves MD TRUSTEE 5.0 40.0 X 353469 93100 64714 CHRISTOPHER J KNEIZYS TRUSTEE 5.0 7.0 X 0 0 0 Britton H Murdoch TRUSTEE 5.0 8.0 X 0 0 0 MITCHELL HARRIS EXECUTIVE DIRECTOR 5.0 40.0 X X 0 317395 12474 THOMAS COSTELLO TRUSTEE 5.0 7.0 X 0 0 0 R RICHARD WILLIAMS TRUSTEE 5.0 11.05 X 0 0 0 ALEX WASILOV TRUSTEE 5.0 7.0 X 0 0 0 STEPHEN K KLASKO MD CHAIRMAN AND TRUSTEE 5.0 50.0 X X 0 682433 506222 HYMAN R KAHN MD TRUSTEE 5.0 8.0 X 0 0 0 Michael J Heller Esq TRUSTEE 5.0 7.5 X 0 0 0 RONALD J NAPLES TRUSTEE 5.0 7.5 X 0 0 0 THEODORE A CHRISTOPHER MD TRUSTEE 8.0 41.0 X 388671 0 60214 MATTHEW DECARO MD TRUSTEE 25.0 20.0 X 148938 133078 54771 KATHLEEN SQUIRES MD TRUSTEE 5.0 40.0 X 54428 202878 56187 BARRY ZIRING MD TRUSTEE 5.0 40.0 X 97165 152172 51226 CHARLES YEO MD TRUSTEE 29.0 23.5 X 604369 401253 90762 VIJAY RAO MD TRUSTEE 23.0 29.5 X 306641 347384 63114 GREGORY KANE MD TRUSTEE 20.0 25.0 X 226049 363551 75954 David P McQuaid RPh PRESIDENT AND TRUSTEE 5.0 55.0 X X 0 1094734 322643 STEPHEN J MITCHELL ESQ TRUSTEE 5.0 0.0 X 0 0 0 WILLIAM A HARVEY ESQ TRUSTEE 5.0 0.0 X 0 0 0 SHARON E GALLAGHER TRUSTEE 5.0 0.0 X 0 0 0 Cristina G Cavalieri Esq GENERAL COUNSEL AND SECRETARY 5.0 40.0 X 0 551017 63400 ALFRED C SALVATO TREASURER 5.0 40.0 X 0 548137 69405 KIRK GORMAN TREASURER 5.0 10.0 X 0 0 0 Marc R Rosen MD PROFESSOR 36.0 4.0 X 1434624 107012 67925 Ciro G Randazzo MD PROFESSOR 37.0 3.0 X 983831 58146 53519 Jack Jallo MD PhD PROFESSOR 7.0 33.0 X 883230 156890 70338 SRINIVAS PRASAD MD PROFESSOR 36.0 4.0 X 851887 58922 48846 Richard G Pestell MD PhD PROFESSOR 5.0 40.0 X 0 996735 127707 Richard C Gozon FORMER CHAIRMAN 5.0 41.0 X 0 484843 9474 DIANA FITZMAURICE PAUL FORMER EXECUTIVE DIRECTOR, JUP 5.0 40.0 X 0 182508 19060 8668614 8986553 2265647 472 true true false CHARTIS GROUP LLC DEPARTMENT 5925 CAROL STREAM IL 60122 CONSULTING SERVICES 553100 STANTEC ARCHITECTURE INC 13980 Collections Center Drive CHICAGO IL 60693 CONSTRUCTION 534314 MMODAL COLLABORATIVE INTELLIGENCE MMODAL SERVICES LTD PO BOX 538504 ATLANTA GA 30353 TRANSCRIPTION SVCS 404979 VISION INFONET INC 1717 PARK STREET SUITE 110 NAPERVILLE IL 60563 TRANSCRIPTION SVCS 393541 KAREN ZUPKO ASSOCIATES INC 625 NORTH MICHIGAN AVE SUITE 2225 CHICAGO IL 60611 MGMT CONSULTING 249656 25 0 Physician Services 622110 405839120 405839120 ALL OTHER PROGRAM SERVICES 622110 4326633 4326633 410165753 164876 164876 0 0 0 0 0 0 224975 165475 59500 59500 0 0 0 410390129 410165753 224376 0 0 0 0 3048574 3048574 0 219328058 210575574 8752484 8257726 8257726 32042264 29633129 2409135 8491482 7983392 508090 0 0 0 0 0 0 0 6721287 5157424 1563863 191239 190173 1066 893877 458281 435596 1214420 832947 381473 0 13191549 11783332 1408217 1115144 1100223 14921 0 216021 210236 5785 599 599 32636896 32636896 3229158 3151256 77902 29511833 29511833 MEDICAL SUPPLIES 24285530 24285530 STAFFING SERVICES 2123840 2123840 TELEPHONE 1756893 1503546 253347 ALL OTHER EXPENSES 7774004 7107211 666793 396030394 379551722 16478672 0 0 0 65023585 81359637 0 0 49922354 60290519 0 0 0 0 0 0 0 698250 1153996 1233702 48414071 31761880 12867998 16652191 0 0 631878 1045802 0 0 0 0 84212000 78225000 213811811 239505101 189082993 200416548 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 189082993 200416548 X 24728818 39088553 0 0 0 0 24728818 39088553 213811811 239505101 14359735 X false true X true false X X X false false false Thomas Jefferson University 231352651 02 true true true 32636896 1 32636896 12863970 3566904 9297066 35319275 28194976 7124299 230826 230826 16652191 INSURANCE RECOVERIES RECEIVABL 78225000 78225000 410555604 165475 165475 410390129 410390129 368154525 -27875869 -27875869 396030394 396030394 FORM 990, SCHEDULE D, PART XI, LINE 2D CONTRIBUTIONS FROM GOLF FUNDRAISING EVENT 165,475 FORM 990, SCHEDULE D, PART XII, LINE 2D Transfers to TJU 32,636,896 TJUH Capital transfers in 4,595,552 CONTRIBUTIONS FROM GOLF FUNDRAISING EVENT 165,475 golf outing 224975 224975 165475 0 224975 224975 165475 165475 59500 X X X X X false true false false false false false true true true William M Keane MD MEDICAL DIRECTOR, JUP 814019 742585 0 53015 0 89299 25500 86888 0 23855 839519 995642 0 0 James S Harrop MD TRUSTEE 690000 73686 331069 0 0 2394 25500 8853 0 26241 1046569 111174 0 0 Mark L Tykocinski MD PRESIDENT 0 667695 0 205914 0 108068 0 94196 0 23524 0 1099397 0 56571 Ernest L Rosato MD TRUSTEE 475224 95160 25000 500 0 16049 28407 11000 0 23728 528631 146437 0 0 Carin F Gonsalves MD TRUSTEE 261426 90075 92043 747 0 2278 21703 11217 0 31794 375172 136111 0 0 Cristina G Cavalieri Esq GENERAL COUNSEL AND SECRETARY 0 401993 0 89245 0 59779 0 46763 0 16637 0 614417 0 11348 ALFRED C SALVATO TREASURER 0 412739 0 93024 0 42374 0 48936 0 20469 0 617542 0 0 Marc R Rosen MD PROFESSOR 698643 91659 735981 0 0 15353 25500 12870 0 29555 1460124 149437 0 0 Richard C Gozon FORMER CHAIRMAN 0 359843 0 125000 0 0 0 9000 0 474 0 494317 0 0 MITCHELL HARRIS EXECUTIVE DIRECTOR 0 227022 0 90000 0 373 0 0 0 12474 0 329869 0 0 DIANA FITZMAURICE PAUL FORMER EXECUTIVE DIRECTOR, JUP 0 117194 0 0 0 65314 0 11261 0 7799 0 201568 0 0 Ciro G Randazzo MD PROFESSOR 773600 55238 210231 0 0 2908 25500 5401 0 22618 1009331 86165 0 0 Jack Jallo MD PhD PROFESSOR 804580 154496 78650 0 0 2394 25500 17505 0 27333 908730 201728 0 0 SRINIVAS PRASAD MD PROFESSOR 609192 57067 242695 0 0 1855 25500 5400 0 17946 877387 82268 0 0 STEPHEN K KLASKO MD CHAIRMAN AND TRUSTEE 0 326444 0 200000 0 155989 0 500000 0 6222 0 1188655 0 0 THEODORE A CHRISTOPHER MD TRUSTEE 299097 0 56334 0 33240 0 35891 0 24323 0 448885 0 0 0 MATTHEW DECARO MD TRUSTEE 127062 132511 21876 0 0 567 16078 17970 0 20723 165016 171771 0 0 KATHLEEN SQUIRES MD TRUSTEE 54428 202040 0 0 0 838 5443 27128 0 23616 59871 253622 0 0 BARRY ZIRING MD TRUSTEE 81818 118879 15347 0 0 33293 9717 16873 0 24636 106882 193681 0 0 CHARLES YEO MD TRUSTEE 604369 288763 0 85000 0 27490 25500 31692 0 33570 629869 466515 0 0 VIJAY RAO MD TRUSTEE 259823 292580 46818 35000 0 19804 20087 34428 0 8599 326728 390411 0 0 GREGORY KANE MD TRUSTEE 226049 244088 0 70602 0 48861 22605 26728 0 26621 248654 416900 0 0 David P McQuaid RPh PRESIDENT AND TRUSTEE 0 784917 0 226800 0 83017 0 294984 0 27659 0 1417377 0 40801 Richard G Pestell MD PhD PROFESSOR 0 721829 0 195075 0 79831 231 102658 0 24818 231 1124211 0 0 FORM 990, SCHEDULE J, PART I, LINE 4 THE FOLLOWING INDIVIDUALS LISTED IN FORM 990, PART VII PARTICIPATED IN OR RECEIVED PAYMENT FROM A SERP. THE AMOUNTS ACCRUED/PAID FOR THE YEAR ARE AS FOLLOWS: MARK TYKOCINSKI: 62,622 CRISTINA CAVALIERI: 12,460 WILLIAM M KEANE: 58,611 FORM 990, SCHEDULE J, PART I, LINE 7 A PORTION OF THE COMPENSATION FOR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND THE FIVE HIGHEST COMPENSATED EMPLOYEES INCLUDES COMPENSATION THAT IS BASED ON THE ATTAINMENT OF PATIENT CARE, QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES, AND FINANCIAL PERFORMANCE. FORM 990, SCHEDULE J, PART I, LINE 8 The fixed portion of compensation paid to Stephen Klasko is subject to the initial contract exception described in Treasury Regulations section 53.4958-4(a)(3). FORM 990, PART VI, SECTION A, LINE 4 On June 30, 2014, TJUH System separated from Jefferson Health System and affiliated with with TJU to form a new affiliated group, hereafter referred to as the University, to enhance their tripartite mission of education, research and patient care. All TJUH System trustees joined the TJU board of trustees. TJU became the sole member of TJUH System, and TJUH System became the sole member of Jefferson University Physicians (JUP). FORM 990, PART VI, SECTION B, LINE 11A The Form 990 is prepared in conjunction with PriceWaterhouseCoopers LLP and reviewed internally by management. It is then sent to the Audit Committee as designated by the board of trustees for their review. FORM 990, PART VI, SECTION B, LINE 12C JUP regularly and consistently monitors conflicts of interests pursuant to its annual disclosure process. JUP's conflicts of interest policy applies to all officers, directors and key employees of the organization and members of those individual's immediate family. Review of potential conflicts of interests and determinations if such exist, are within the jurisdiction of the Executive Committee. A person who may have a potential conflict is precluded from voting on decisions regarding any such transaction. FORM 990, PART VI, SECTION B, LINES 15A & 15B Each year, the human resources committee (The "HR" Committee) of TJU reviews the President of TJU's determinations regarding his evaluation of the performance and compensation of the President of JUP. The Committee's deliberations and decisions regarding executive compensation and other matters are documented in contemporaneous minutes taken by the Chairman of the HR Committee and approved by the Committee. In reviewing the compensation recommended by the President of TJU for the President of JUP, the HR Committee takes into account its objective of attracting, retaining and motivating talented executives with appropriate experience and skill sets to achieve the institution's strategic objectives. In addition, the HR Committee reviews certain peer group information and pre-established quantitative and qualitative performance criteria which measures achievement and contributions to the strategic objectives of TJU and JUP. Since the President of JUP is also the Dean of Sidney Kimmel Medical College of TJU and reports directly to, and works on a daily basis with, the President of TJU, the Committee gives considerable weight to the President's evaluations of the President of JUP when reviewing the President of TJU's determinations regarding the President of JUP. The President of TJU bases his evaluation primarily on whether the President of JUP has met or exceeded the pre-established performance criteria. Each year, the President of JUP and the President of TJU agree upon goals and objectives for the ensuing year. The agreed-upon goals and objectives are documented and then reviewed annually by the President of TJU with the HR Committee. The President of TJU evaluates performance against targets, and determines compensation, which determination is then reviewed with the HR Committee. JUP also maintains a Compensation Committee for the purpose of reviewing and approving the compensation of all other officers of JUP. The Compensation Committee takes into consideration various industry benchmarks for physician compensation, as well as the clinical productivity and administrative responsibilities of each officer. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. THOMAS JEFFERSON UNIVERSITY 1020 WALNUT STREET PHILADELPHIA PA 19107 231352651 EDUCATION PA 501(C)(3) 2 NA false TJUH SYSTEM INC 111 SOUTH 11TH STREET PHILADELPHIA PA 19107 263026795 HEALTHCARE PA 501(c)(3) 11, II TJU false EMERGENCY TRANSPORT ASSOCIATES INC 441 NORTH 5TH STREET PHILADELPHIA PA 19107 232622004 HEALTHCARE PA 501(C)(3) 9 TJUH SYSTEM true JEFFEX INC 925 CHESTNUT STREET SUITE 311 PHILADELPHIA PA 19107 232622009 HEALTHCARE PA 501(C)(3) 11, I TJUH SYSTEM true WALNUT HOME THERAPEUTICS INC 919 WALNUT STREET 5TH FLOOR PHILADELPHIA PA 19107 232622006 HEALTHCARE PA 501(C)(3) 9 TJUH SYSTEM true SUTHBREIT PROPERTIES LTD 2301 SOUTH BROAD STREET PHILADELPHIA PA 19148 232214351 HEALTHCARE PA 501(C)(2) TJUH SYSTEM true TJUH HEALTH AFFILIATES 111 SOUTH 11TH STREET PHILADELPHIA PA 19107 233026939 HEALTHCARE PA 501(C)(3) 11, II TJUH SYSTEM true METHODIST ASSOCIATES IN HEALTHCARE INC 2301 SOUTH BROAD STREET PHILADELPHIA PA 19148 232678055 HEALTHCARE PA 501(C)(3) 11, I TJUH SYSTEM true JEFFERSON MEDICAL CARE PC 111 SOUTH 11TH STREET PHILADELPHIA PA 19107 233537847 HEALTHCARE PA 501(C)(3) 11, I TJUH SYSTEM true JEFFERSON MEDICAL CARE 111 SOUTH 11TH STREET PHILADELPHIA PA 19107 232858320 HEALTHCARE PA 501(C)(3) 11, I TJUH SYSTEM true JEFFQUIP INC 12 CREEK PARKWAY BOOTHWYN PA 19061 232622001 HEALTHCARE PA 501(C)(3) 9 TJUH SYSTEM true RIVERVIEW SURGERY CENTER LP THREE CRESCENT DRIVE NAVY YARD PHILADELPHIA PA 19112 263910345 HEALTHCARE PA na n/a RIVERVIEW SURGERY CENTER LLC THREE CRESCENT DRIVE NAVY YARD PHILADELPHIA PA 19112 263911509 HEALTHCARE PA na n/a 1100 WALNUT ASSOCIATES 1020 WALNUT STREET PHILADELPHIA PA 19107 232332396 MEDICAL OFFICE PA NA N/A JEFFERSON RADIOLOGY ASSOCIATES 840 CRESCENT CENTRE DR SUITE 200 FRANKLIN TN 37067 412043518 HEALTHCARE PA JUP TJUH RELATED 1393270 4345032 false 0 true 0.40000 JEFFERSON COMP CONCUSSION CTR 4050 S 26TH STREET PHILADELPHIA PA 19145 464254983 HEALTHCARE PA JUP TJUH RELATED 0 446359 false 0 false 0.33900 JEFFCARE INC 211 S 9TH ST WALNUT TOWERS STE PHILADELPHIA PA 19107 232830152 HEALTHCARE PA na n/a true THE ATRIUM CORPORATION 925 CHESTNUT STREET SUITE 311 PHILADELPHIA PA 19107 232075587 HEALTHCARE PA na n/a true HEALTHMARK INC 2301 SOUTH BROAD STREET PHILADELPHIA PA 19148 232259593 HEALTHCARE PA na n/a true MID-ATLANTIC MATERNAL FETAL INSTITUTE 926 CHESTNUT STREET SUITE 311 PHILADELPHIA PA 19107 232922471 HEALTHCARE PA na n/a true MID-ATLANTIC MATERNAL FETAL INSTITUTEPC 925 CHESTNUT STREET SUITE 311 PHILADELPHIA PA 19107 223536371 HEALTHCARE PA na n/a true WALNUT REALTY 1020 WALNUT ST 5TH FL PHILADELPHIA PA 19107 232332416 REAL ESTATE PA NA N/A true TJU INC 1020 WALNUT ST 5TH FL PHILADELPHIA PA 19107 232146678 REAL ESTATE PA NA N/A true false false true false false false false false false false true true false true true true true false false THOMAS JEFFERSON UNIVERSITY HOSPITALS INC C 4595552 COST THOMAS JEFFERSON UNIVERSITY HOSPITALS INC K 2398874 COST THOMAS JEFFERSON UNIVERSITY HOSPITALS INC Q 126901377 COST THOMAS JEFFERSON UNIVERSITY HOSPITALS INC J 2252983 COST JEFFERSON MEDICAL CARE Q 265274 COST SUTHBREIT PROPERTIES K 390808 COST SCHEDULE R, PART III, LINES 4 AND 5 DUE TO ITS SHARED DIRECT CONTROLLING ENTITY, TJUH SYSTEM, JUP IS DEEMED TO OWN BOTH ITS INDIVIDUAL INTERESTS IN JEFFERSON RADIOLOGY ASSOCIATES AND JEFFERSON COMPREHENSIVE CONCUSSION CENTER, AS WELL AS THOSE OF ITS BROTHER/SISTER ENTITY, THOMAS JEFFERSON UNIVERSITY HOSPITAL, INC. (TJUH). WHILE NEITHER JUP NOR TJUH HAVE AN INDIVIDUAL CONTROLLING INTEREST IN JEFFERSON RADIOLOGY ASSOCIATES OR JEFFERSON COMPREHENSIVE CONCUSSION CENTER, THEIR COLLECTIVE OWNERSHIP CONSTITUTES A CONTROLLING INTEREST IN BOTH PARTNERSHIPS.