2015-05-15T09:59:15-05:00 2014-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2013-07-01 231352651 THOMAS JEFFERSON UNIVERSITY % ALFRED SALVATO SR VP THOM 2155038344 1020 WALNUT STREET Suite 5th flr PHILADELPHIA PA 191075543 ALFRED C SALVATO SR. VP FINANCE & CIO 2159552562 2015-05-12 true MATTHEW D PETROSKI P00853132 2159552562 2013 2016-04-25 22:37:26Z STEPHEN K KLASKO MD MBA 925 CHESTNUT STREET PHILADELPHIA PA 19107 491928636 false X www.jefferson.edu X 1824 PA SEE ATTACHMENT 1 56 46 4872 1624 745833 22434459 98330919 372932063 368998415 60829125 13244196 1063908 2295633 457259555 482869163 17177769 16228471 0 0 257005761 246961448 0 0 6131011 113499601 130349910 387683131 393539829 69576424 89329334 977296478 1488644200 412202562 807010913 565093916 681633287 THOMAS JEFFERSON UNIVERSITY IS AN INDEPENDENT, EDUCATIONAL INSTITUTION OFFERING UNDERGRADUATE AND GRADUATE INSTRUCTION THROUGH THE SIDNEY KIMMEL MEDICAL COLLEGE & THE JEFFERSON SCHOOLS OF NURSING, PHARMACY, HEALTH PROFESSIONS, POPULATION HEALTH AND the Jefferson School of Biomedical Sciences. false false 213488022 11277182 279829629 THOMAS JEFFERSON UNIVERSITY (TJU) IS DEDICATED TO EDUCATING THE NEXT GENERATION OF HEALTHCARE PROFESSIONALS. THE SIDNEY KIMMEL MEDICAL COLLEGE PROVIDES UNDERGRADUATE MEDICAL EDUCATION. THE JEFFERSON SCHOOL OF HEALTH PROFESSIONS PROVIDES UNDERGRADUATE AND GRADUATE EDUCATION IN A VARIETY OF FIELDS INCLUDING OCCUPATIONAL THERAPY, PHYSICAL THERAPY, BIOMEDICAL SCIENCES AND RADIOLOGIC SCIENCES. THE JEFFERSON SCHOOL OF NURSING OFFERS UNDERGRADUATE AND GRADUATE PROGRAMS IN NURSING. THE JEFFERSON SCHOOL OF PHARMACY OFFERS A DOCTOR OF PHARMACY DEGREE AND THE JEFFERSON SCHOOL OF BIOMEDICAL SCIENCES OFFERS MASTERS AND DOCTORAL PROGRAMS IN THE BIOSCIENCES. 89800093 4951289 89168786 TJU is also dedicated to basic and clinical science research that extends from the laboratory to the bedside and into the community. Our clinical and research teams work together to address today's most pressing health concerns. Particular emphasis is placed on research in the following areas: cancer and cancer biology; cardiac and cardiovascular biology; neuroscience; population and public health; infectious disease and vaccines. 303288115 true true false false false false false true false true true true false false true false false true true false true true false false false false false true true true true false false false false false false false false false true false false false false false true true true false false true 1007 0 true 4872 true true true false false false false true true false false false false false X 56 46 true false true false false false false true true false false true true true true true true true true false PA X X ALFRED SALVATO SR VP 2155037570 1020 WALNUT STREET PHILADELPHIA PA 19107 X Robert S Adelson Esq TRUSTEE 5.0 6.0 X 0 0 0 David R Binswanger TRUSTEE 5.0 3.0 X 0 0 0 Kenneth A Boone TRUSTEE 5.0 0.0 X Ira Brind Esq TRUSTEE 5.0 9.05 X 0 0 0 PATRICIA A COULTER TRUSTEE 5.0 0.0 X Mark K Alderman Esq COMMONWEALTH TRUSTEE 5.0 1.5 X 0 0 0 JACK FARBER TRUSTEE 5.0 0.0 X 0 0 0 TIM FOX MS PT ALUMNI TRUSTEE 5.0 0.0 X Richard C Gozon FMR INTERIM PRES., TRUSTEE 5.0 41.0 X 484843 0 9474 Kenneth A Graham TRUSTEE 5.0 0.0 X 0 0 0 Brian G Harrison TRUSTEE 5.0 2.0 X 0 0 0 Christopher J Kneizys TRUSTEE 5.0 7.0 X 0 0 0 CHARLES G KOPP ESQ TRUSTEE 5.0 0.0 X 0 0 0 Leonard I Korman TRUSTEE 5.0 0.0 X 0 0 0 James E Ksansnak TRUSTEE 5.0 0.0 X 0 0 0 Louis C Blaum Jr MD ALUMNI TRUSTEE 5.0 0.0 X 0 0 0 Douglas J MacMaster Jr Esq TRUSTEE 5.0 0.0 X 0 0 0 Josephine C Mandeville TRUSTEE 5.0 3.0 X 0 0 0 Joseph J McLaughlin TRUSTEE 5.0 0.0 X Thomas B Morris Jr Esq TRUSTEE 5.0 2.5 X Britton H Murdoch TRUSTEE 5.0 8.0 X Jeffrey P Orleans TRUSTEE 5.0 0.0 X Timothy M Pulte COMMONWEALTH TRUSTEE 5.0 0.0 X Dan W Matthias TRUSTEE 5.0 0.0 X Lawrence S Smith TRUSTEE 5.0 0.0 X Gerard H Sweeney TRUSTEE 5.0 0.0 X BRIAN P TIERNEY ESQ TRUSTEE 5.0 0.0 X Cuyler H Walker Esq COMMONWEALTH TRUSTEE 5.0 0.0 X WILLIAM V HARRER MD ALUMNI TRUSTEE 5.0 0.0 X SALVATORE COGNETTI JR ESQ COMMONWEALTH TRUSTEE 5.0 0.0 X William A Landman TRUSTEE 5.0 7.0 X MARK L TYKOCINSKI MD SR VP & DEAN 40.0 7.0 X X 981677 0 117720 James W Fox IV MD ALUMNI TRUSTEE 5.0 0.0 X PAULA MANDLE TRUSTEE 5.0 0.0 X RICHARD T RILEY TRUSTEE 5.0 1.5 X JASON SCHAFER PHARMD TRUSTEE 5.0 0.0 X Stephen K Klasko Md PRESIDENT 40.0 15.0 X X 682433 0 506222 CHERYL ATKINS-LUBINSKI TRUSTEE 5.0 2.0 X Janice R Bellace Esq TRUSTEE 5.0 8.0 X JENNIFER L BELLOT RN PHD TRUSTEE 40.0 0.0 X 86110 0 26585 Renee B Booth PhD TRUSTEE 5.0 5.0 X THOMAS COSTELLO TRUSTEE 5.0 7.0 X George E Deming TRUSTEE 5.0 4.0 X ANTHONY J DIMARINO MD TRUSTEE 20.0 22.5 X 231751 258771 68054 Judy L Genshaft PhD TRUSTEE 5.0 3.0 X H Richard Haverstick Jr TRUSTEE 5.0 0.0 X Michael J Heller Esq TRUSTEE 5.0 7.5 X Richard W Hevner TRUSTEE 5.0 12.55 X JAN B HOEK PHD TRUSTEE 40.0 0.0 X 202410 0 40655 HAROLD A HONICKMAN TRUSTEE 5.0 2.0 X Hyman R Kahn MD TRUSTEE 5.0 8.0 X David P McQuaid RPh TRUSTEE, EVP CLINICAL AFFAIRS 5.0 55.0 X 0 1094734 322643 RONALD J NAPLES TRUSTEE 5.0 7.5 X Vijay M Rao MD TRUSTEE 27.0 25.5 X 347384 306641 63114 CARO U ROCK TRUSTEE 5.0 4.0 X Richard Rothman MD TRUSTEE 5.0 0.0 X ALEX WASILOV TRUSTEE 5.0 7.0 X R RICHARD WILLIAMS TRUSTEE 5.0 11.05 X CHRISTINE WU MD TRUSTEE 5.0 1.5 X CHARLES J YEO MD TRUSTEE 21.0 31.5 X 401253 604369 90762 Cristina G Cavalieri Esq VP & UNIV COUNSEL 40.0 5.0 X 551017 0 63400 Michael J Vergare MD SR VP ACADEMIC AFFAIRS 40.0 0.0 X 685753 115134 88321 ALFRED SALVATO SR VP CFO & CIO 40.0 5.0 X 548137 0 69405 FREDERICK RUCCIUS CHIEF PHILANTHROPY OFFICER 40.0 0.0 X 298288 0 48991 RONALD BOWLAN VP, CHIEF FACILITIES OFFICER 40.0 0.0 X 331370 0 51114 PHILlIP DOUGLAS HERRICK JR INTERIM CIO 40.0 0.0 X 274202 0 51802 James B Erdmann PhD ASSOC SR VICE PRESIDENT 40.0 0.0 X 108634 0 17294 Theodore F Taraschi PhD VP OF RESEARCH 40.0 0.0 X 296227 0 56651 Kathleen Gallagher-Intocca SR EXEC VP & CHIEF ADMIN OFFIC 40.0 0.0 X 16865 0 532 CHARLES LEWIS SR EXEC VP, EXTERNAL RELATIONS 40.0 0.0 X 156708 0 5335 PRAVEEN CHOPRA EVP, CHIEF INFORMATION OFFICER 40.0 0.0 X 0 0 0 JOHN EKARIUS EVP, CHIEF OPERATING OFFICER 40.0 0.0 X 0 0 0 ELIZABETH DALE SVP,CHIEF DEV & ALUM RELATIONS 40.0 0.0 X 0 0 0 Richard G Pestell MD PhD PROFESSOR 40.0 5.0 X 996735 0 127476 Robert H Rosenwasser MD PROF & CHAIR, NEUROSURGERY 35.0 5.0 X 1525767 229422 210458 ADAM DICKER MD PROF & CHAIR, RAD. 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Schedule D, Part V, Line 4 Endowment funds are used to support instruction and research programs support professorships, support financial aid for undergraduate graduate and professional students, support the acquisition of books and other materials in the libraries, and support the on-going operations of the physical plant. true true true true true true true false false false false false false false false true false true FORM 990, SCHEDULE E, LINE 3 TJU IS COMMITED TO PROVIDING EQUAL EDUCATION & EMPLOYMENT OPPORTUNITIES FOR ALL PERSONS WITHOUT RACE, COLOR, NATIONAL ETHNIC ORIGIN, RELIGION SEXUAL ORIENTATION, SEX, AGE, HANDICAP OR VETERAN STATUS. TJU COMPLIES WITH ALL RELEVANT LOCAL ORDINANCES AND STATE AND FEDERAL STATUTES IN THE ADMINISTRATION OF ITS EDUCATIONAL AND EMPLOYMENT POLICIES AND IS AN AFFIRMATIVE ACTION EMPLOYER. FORM 990, SCHEDULE E, LINE 6 FUNDING IS RECEIVED FROM THE STATE OF DELAWARE (SEE FORM 990, PART VIII, LINE 1E). true Europe (Including Iceland and Greenland) Grantmaking 379769 Europe (Including Iceland and Greenland) Grantmaking 39715 Europe (Including Iceland and Greenland) Investments 7040113 East Asia and the Pacific Investments 2620305 South America Investments 606024 North America Investments 1635289 Central America and the Caribbean Investments 266034 12587249 12587249 Europe (Including Iceland and Greenland) SPONSORED RESEARCH 262282 CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH 13500 CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH 13211 CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH 15930 CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH 31487 CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH 25000 CHECK Europe (Including Iceland and Greenland) SPONSORED RESEARCH 18360 WIRE Middle East and North Africa SPONSORED RESEARCH 39715 WIRE true false true true true false FORM 990, SCHEDULE F, PART I, LINE 2 TJU monitors subrecipients by reviewing financial and performance reports submitted by the subrecipient and regular contact with the subrecipient and inquiries concerning programmatic activities, including quarterly certifications by principal investigators that work is progressing according to scope and that deliverables are being met. true Arcadia University 450 S Easton Rd Glenside PA 19038 231352620 501(c)(3) 10696 FMV N/A Biological/medical research Arizona State University PO Box 873503 ADMB163 Tempe AZ 85287 860196696 44220 FMV N/A Biological/medical research Barach S Blumberg Institute 3805 Old Easton Road Doylestown PA 18902 061671347 501(c)(3) 36567 FMV N/A Biological/medical research Baylor College of Medicine 1 Baylor Plaza MSBCM310 Houston TX 77030 741613878 501(c)(3) 81891 FMV N/A Biological/medical research Cedars Sinai Medical Center 8700 Bevely Boulevard 6500 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Jefferson University Hospital 111 S 11th Street Philadelphia PA 19107 232829095 501(c)(3) 412232 FMV N/A Biological/medical research Trustee of the University of Pennsylvania PO Box 785541 Philadelphia PA 19178 231352685 501(c)(3) 353895 FMV N/A Biological/medical research Tulane University 1430 Tulane Avenue New Orleans LA 70112 720423889 501(c)(3) 14322 FMV N/A University of California San Diego 200 West Arbor Drive San Diego CA 92103 956006144 56101 FMV N/A University of Delaware 210 Hulihen Hall Newark DE 19716 516000297 501(c)(3) 84708 FMV N/A Research University of Georgia Research Foundation Inc 617 Boyd GSRC 200 DW Brooks Drive Athens GA 30602 581353149 501(c)(3) 310772 FMV N/A University of Michigan 3003 S State Street Ann Arbor MI 48109 470929195 8374 FMV N/A BIOLOGICAL/MEDICAL RESEARCH University of Montana 32 Campus Drive 4104 Missoula MT 59812 816001713 11593 FMV N/A BIOLOGICAL/MEDICAL RESEARCH University of Pittsburgh 123 University Place Pittsburgh PA 15213 250965591 501(c)(3) 218440 FMV N/A BIOLOGICAL/MEDICAL RESEARCH University of South Alabama 307 N University Boulevard AD200 Mobile AL 36688 630477348 16290 FMV N/A BIOLOGICAL/MEDICAL RESEARCH University of Texas Southwestern PO Box 7996 Main Bldg 302 Universit Austin TX 78712 756002868 52994 FMV N/A BIOLOGICAL/MEDICAL RESEARCH Villanova University 800 Lancaster Avenue Villanova PA 19085 231352688 501(c)(3) 91010 FMV N/A BIOLOGICAL/MEDICAL RESEARCH Wills Eye Hospital 840 Walnut Street Sutie 1500 Philadelphia PA 19107 236000204 501(c)(3) 17480 FMV N/A Windber Research Institute 600 Somerset Ave Windber PA 15963 251877336 501(c)(3) 74760 FMV N/A 56 8 FORM 990, SCHEDULE I, PART I, LINE 2 TJU monitors subrecipients by reviewing financial and performance reports submitted by the subrecipient and regular contact with the subrecipient and inquiries concerning programmatic activities, including quarterly certifications by principal investigators that work is progressing according to scope and that deliverables are being met. X X true true X X X X X false true false false false false false true true true Cristina G Cavalieri Esq VP & UNIV COUNSEL 401993 0 89245 0 59779 0 46763 0 16637 0 614417 0 11348 0 Steven E McKenzie MD Phd FORMER VP FOR RESEARCH 278187 18079 20477 0 15336 0 28803 1808 22123 0 364926 19887 0 0 Michael J Vergare MD SR VP ACADEMIC AFFAIRS 491769 4636 108889 110498 85095 0 60864 11513 15944 0 762561 126647 0 0 Richard C Gozon FMR INTERIM PRES., TRUSTEE 359843 0 125000 0 0 0 9000 0 474 0 494317 0 0 0 ALFRED SALVATO SR VP CFO & CIO 412739 0 93024 0 42374 0 48936 0 20469 0 617542 0 0 0 Robert H Rosenwasser MD PROF & CHAIR, NEUROSURGERY 1322478 229422 32130 0 171159 0 159001 22942 28515 0 1713283 252364 122925 0 MARK L TYKOCINSKI MD SR VP & DEAN 667695 0 205914 0 108068 0 94196 0 23524 0 1099397 0 56571 0 FREDERICK RUCCIUS CHIEF PHILANTHROPY OFFICER 221668 0 49693 0 26927 0 33675 0 15316 0 347279 0 0 0 RONALD BOWLAN VP, CHIEF FACILITIES OFFICER 244025 0 55000 0 32345 0 33684 0 17430 0 382484 0 0 0 PHILlIP DOUGLAS HERRICK JR INTERIM CIO 200019 0 41514 0 32669 0 32193 0 19609 0 326004 0 0 0 KATHLEEN E SQUIRES MD FORMER OFFICER AND TRUSTEE 202040 54428 0 0 838 0 27128 5443 23616 0 253622 59871 0 0 JAMES KEEN PHD FMR DEAN, CGS & INT. 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ONCOLOLGY 455140 45455 30188 0 62557 0 46425 4546 34591 0 628901 50001 14902 0 ANTHONY J DIMARINO MD TRUSTEE 228751 218771 3000 40000 0 0 30438 19364 18252 0 280441 278135 0 0 JAN B HOEK PHD TRUSTEE 195586 0 0 0 6824 0 25040 0 15615 0 243065 0 0 0 David P McQuaid RPh TRUSTEE, EVP CLINICAL AFFAIRS 0 784917 0 226800 0 83017 0 294984 0 27659 0 1417377 0 40801 Vijay M Rao MD TRUSTEE 292580 259823 35000 46818 19804 0 34428 20087 8599 0 390411 326728 0 0 CHARLES J YEO MD TRUSTEE 288763 604369 85000 0 27490 0 31692 25500 33570 0 466515 629869 0 0 Abdolmohamad Rostami MD PROFESSOR & CHAIR, JMC 367462 190909 11000 81499 49752 0 32336 10844 40994 0 501544 283252 9280 0 Zvi Grunwald MD Professor & Chair, JMC 273548 282369 15160 59091 10523 0 29884 24977 28798 0 357913 366437 0 0 FORM 990, SCHEDULE J, PART I, LINE 1A EACH SENIOR OFFICER RECEIVES A GENERAL ALLOWANCE IN LIEU OF PERQUISITE. THIS AMOUNT IS PAID TO SENIOR OFFICERS AS A TAXABLE SUPPLEMENT TO SALARY. DOLLAR VALUES FOR THIS PERQUISITE CATEGORY ARE: PRESIDENT $15,000 PER YEAR AND ALL OTHER SENIOR OFFICERS $12,000 TO $12,500 PER YEAR. PAYMENTS ARE MADE IN SEMI-ANNUAL INSTALLMENTS PAID IN JUNE AND DECEMBER. CRISTINA CAVALIERI RECEIVES A SUPPLEMENT OF $15,000 ANNUALLY FOR EXTERNAL RELATIONS DUTIES. ONE PERSON RECEIVED A PAYMENT FOR A LOCAL DINING CLUB FEE. 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 RICHARD PESTELL: 56,640 MICHAEL VERGARE: 41,409 CRISTINA CAVALIERI: 12,460 ROBERT ROSENWASSER: 136,096 ADAM DICKER: 9,214 NEAL FLOMENBERG: 16,362 Abdolmohamad Rostami: 8,720 FORM 990, SCHEDULE J, PART I, LINE 7 A PORTION OF THE COMPENSATION FOR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND THE FIVE HIGHEST COMPENSATED EMPLOYEES INCLUDES COMPENSATION THAT IS BASED ON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES, AND FINANCIAL PERFORMANCE. FORM 990, SCHEDULE J, PART I, LINE 8 The fixed portion of compensation paid to Stephen Klasko and Charles Lewis are subject to the initial contract exception described in Treasury Regulations section 53.4958-4(a)(3). A PHEFA SERIES 2006A 232243852 070917RHC 2006-12-13 27486705 CONSTRUCTION OF ACADEMIC BUILDING false false false B PHEFA SERIES 2006B 232243852 070917RHC 2006-12-13 63412500 REFUNDING OF PREVIOUS BOND & CAPIT false false false C PHEFA SERIES 2008A 232243852 070917RHY 2008-03-13 25000000 CAPITAL PURCHASES & IMPROVEMENTS false false false D PHEFA SERIES 2008B 232243852 070917RHY 2008-03-13 46935000 REFUNDING OF PREVIOUS BOND & OPERA false false false A 0 0 27486705 0 0 0 187166 333184 0 26966355 0 0 2007 false false true true B 10515000 0 63412500 0 0 0 420474 777430 0 0 62214596 0 2007 false true true true C 0 0 25000000 0 0 0 203435 0 0 24796565 0 0 2010 false false true true D 0 0 46935000 0 0 0 375843 9157 0 0 46550000 0 2008 true false true true A false false false false 0.00500 0.00500 false false false false B false false false false 0 false false false false C false false false false 0 false false false false D false false false false 0 false false false false A false true false false 0 false 0 false true B false true false false 0 false 0 false true C false true true true BA ML 21. false false false 0 false true D false true true true BA ML 21. false false false 0 false true A true B true C true D true FORM 990, SCHEDULE K, PART VI Part IV Line 2C: PHEFA SERIES 2010 - 8/15/2012 PHEFA SERIES 2012 - 11 /1/2013 PHEFA SERIES 2008A - 05/10/2010 PHEFA SERIES 2008B - 05/10/2010 PHEFA SERIES 2006A -09/17/2007 PHEFA SERIES 2006B - 01/29/2008 A PHEFA SERIES 2010 232243852 007091RZK 2010-03-31 75417019 CONSTRUCTION OF ACADEMIC BUILDING false false false B PHEFA SERIES 2012 232243852 07091R8G3 2012-10-04 45634203 CAPITAL PURCHASES & IMPROVEMENTS false false false A 0 0 75417019 0 0 0 787019 0 0 74630000 0 0 2012 false false true true B 0 0 45634203 0 0 0 562929 0 0 21285000 23786274 0 2014 true false true true A false false false false 0 false false false false B false false false false 0 false false false false A false true false false 0 false 0 false true B false true false false 0 false 0 false true A true B true COZEN O'CONNOR PUBLIC STRATEGIES COMMON TRUSTEE/CHAIRMAN 242422 GOVERNMENT RELATIONS FEES false FORM 990, SCHEDULE L, PART V TJU COMMONWEALTH TRUSTEE MARK ALDERMAN IS THE CHAIRMAN OF COZEN O'CONNOR PUBLIC STRATEGIES. BUSINESS RELATIONSHIPS Form 990, Part VI, Section A, Line 2 JACK FARBER AND REBECCA MATTHIAS (SPOUSE OF TJU TRUSTEE) - THIS BUSINESS RELATIONSHIP DOES NOT INVOLVE ANY TRANSACTIONS WITH TJU. MICHAEL HELLER, MARK ALDERMAN, AND CHARLES KOPP - THIS BUSINESS RELATIONSHIP DOES NOT INVOLVE ANY TRANSACTIONS WITH TJU. MICHAEL HELLER AND WILLIAM LANDMAN - THIS BUSINESS RELATIONSHIP DOES NOT INVOLVE ANY TRANSACTIONS WITH TJU. IRA BRIND, WILLIAM LANDMAN, LAWRENCE SMITH, AND JACK FARBER - THIS BUSINESS RELATIONSHIP DOES NOT INVOLVE ANY TRANSACTIONS WITH TJU. DAVID BINSWANGER, GERARD SWEENEY, AND MICHAEL HELLER - THIS BUSINESS RELATIONSHIP DOES NOT INVOLVE ANY TRANSACTIONS WITH TJU. CHRISTOPHER KNEIZYS AND RICHARD RILEY - THIS BUSINESS RELATIONSHIP DOES NOT INVOLVE ANY TRANSACTIONS WITH TJU. DAN MATTHIAS, RICHARD PESTELL, REBECCA MATTHIAS (SPOUSE OF TJU TRUSTEE) AND TJU HAVE A FINANCIAL RELATIONSHIP WITH THE SAME COMMERCIAL COMPANY. 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. 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 board of trustees for their review. The Form 990 is reviewed and approved at a meeting of the Audit Committee as designated by Board of Trustees prior to filing. FORM 990, PART VI, SECTION B, LINE 12A TJU's Conflicts of Interest Policy for the Board of Trustees, set forth in Section XII of the University bylaws, adopted by the Board of Trustees on September 14, 1998 and revised on November 10 2004, requires members of the Board of Trustees to participate in an annual Conflicts of Interest Disclosure process. Written and Electronic questionaires are distributed to all voting members of the Board of Trustees and all Senior Management Officials employed by the University during fiscal year 2014 (July 1, 2013 through June 30, 2014). In certain instances, this summary report also includes information retrieved from other publicly filed documents pertaining to members of the university's board of trustees. This report outlines only disclosed relationships and transactions that pertain to governance related questions contained within the 2013 Internal Revenue Service Form 990. The dollar amount aggregate business with third-party organizations appears on this report only if the transaction exceeds $10,000 during fiscal year 2014. If the dollar amount of aggregate business with any entity exceeds $10,000, all transactions, regardless of their total dollar amount, are included in the report. A comprehensive report outlining all existing or potential financial or other interests maintained by members of the board of trustees and senior management officials will be provided separately. All original disclosure forms remain on file in the office of university counsel. FORM 990, PART VI, SECTION B, LINE 12C TJU regularly and consistently monitors conflicts of interests pursuant to its annual disclosure process. TJU's conflicts of interest policy applies to all officers, directors and key employees of the organization and members of those individuals' immediate family. Review of potential conflicts of interests and determinations if such conflicts exist, is 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. such transaction. COMPENSATION REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 15 Each year, the human resources committee (the "HR Committee") evaluates the performance and compensation of the President and reviews the President's determinations regarding his evaluation of the performance and compensation of each senior officer. 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 determining compensation of the President, and in reviewing the compensation approved by the President for the senior officers, 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 TJU's strategic objectives. The weight given any one criterion and the mix of criteria included in determining compensation depends on position and principal areas of responsibility. Each year, the President and Chairman of the Board of Directors agree upon the President's goals and objectives for the ensuing year, which goals and objectives are approved by the HR Committee. The CEO's performance against targets and compensation is measured, evaluated and approved annually by the HR Committee. Since TJU's senior officers report directly to, and work on a daily basis with, the President, the Committee gives considerable weight to the President's evaluations of TJU's senior officers when reviewing the President's determinations regarding the senior officer's compensation. The President bases his evaluation primarily on whether each senior officer has met or exceeded the pre-established performance criteria. Each year, the senior officers and the President agree upon goals and objectives for the ensuing year. The agreed-upon goals and objectives are documented and then reviewed annually by the President with the HR Committee. The President evaluates each senior officer's performance against targets, and determines compensation, which determination is then reviewed with the HR Committee. AVAILABILITY OF DOCUMENTS TO PUBLIC FORM 990, PART VI, SECTION C, LINE 19 The organization makes its governing documents, conflicts of interest policy, and financial statements available upon request. FORM 990, PART VII, SECTION B - INDEPENDENT CONTRACTORS Thomas Jefferson University Hospital (TJUH) and TJU have maintained a close academic affiliation. Services provided by TJU to TJUH include physician and non-physician personnel and other support services necessary to preserve and maintain the tertiary care capacity of Thomas Jefferson University Hospital. TJU also provides office and clinical space, as well as administrative, finance, human resources, information technology, maintenance, security, temporary staffing and other ancillary services to TJUH. Expenses charged for these services aggregated $227.7M for the year ended June 30, 2014. 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