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PENNSYLVANIA HOSPITAL OF THE UNIV OF PENNSYLVANIA HEALTH SYSTEM: Form 990, tax year 2012

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Organization
PENNSYLVANIA HOSPITAL OF THE UNIV OF PENNSYLVANIA HEALTH SYSTEM (EIN 31-1538725)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-05-13
IRS object ID
201441339349302749
Schema version
2012v2.3
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2014-05-13T12:05:52-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

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Address Line12001 MARKET ST SUITE 1700AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN311538725EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1PENNSYLVANIA HOSPITAL OF THEBusinessNameLine1
Business Name Line2UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEMBusinessNameLine2
FieldValueIRS element (for citing)
In Care Of Name% GEORGE J HADDADInCareOfName
Name ControlPENNNameControl
Phone2158297723Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1800 SPRUCE STREETAddressLine1
Address Line2SuiteAddressLine2
CityPHILADELPHIACity
StatePAState
ZIP Code191073501ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameKeith A KasperName
TitleControllerTitle
Phone2673303000Phone
Date Signed2014-05-07DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2673303000Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonR MICHAEL BUCKLEY JR MDNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1800 SPRUCE STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19107ZIPCode
FieldValueIRS element (for citing)
Gross Receipts485224314GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.PENNMEDICINE.ORG/PAHOSPWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1751YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionPROVISION OF CHARITABLE HEALTHCARE SERVICESActivityOrMissionDescription
Nbr Voting Members Governing Body12NbrVotingMembersGoverningBody
Nbr Independent Voting Members5NbrIndependentVotingMembers
Total Nbr Employees2534TotalNbrEmployees
Total Nbr Volunteers410TotalNbrVolunteers
Total Gross UBI682685TotalGrossUBI
Net Unrelated Business Txbl Income234038NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year5310484ContributionsGrantsPriorYear
Contributions Grants Current Year5405780ContributionsGrantsCurrentYear
Program Service Revenue Prior Year506323937ProgramServiceRevenuePriorYear
Program Service Revenue CY456667738ProgramServiceRevenueCY
Investment Income Prior Year11779902InvestmentIncomePriorYear
Investment Income Current Year12471727InvestmentIncomeCurrentYear
Other Revenue Prior Year8237715OtherRevenuePriorYear
Other Revenue Current Year10594079OtherRevenueCurrentYear
Total Revenue Prior Year531652038TotalRevenuePriorYear
Total Revenue Current Year485139324TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year225939528SalariesEtcPriorYear
Salaries Etc Current Year228958661SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year534309TotalFundrsngExpCurrentYear
Other Expense Prior Year282367206OtherExpensePriorYear
Other Expenses Current Year264653640OtherExpensesCurrentYear
Total Expenses Prior Year508306734TotalExpensesPriorYear
Total Expenses Current Year493612301TotalExpensesCurrentYear
Revenues Less Expenses Prior Year23345304RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-8472977RevenuesLessExpensesCY
Total Assets BOY571309368TotalAssetsBOY
Total Assets EOY628970157TotalAssetsEOY
Total Liabilities BOY175261926TotalLiabilitiesBOY
Total Liabilities EOY223503160TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY396047442NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY405466997NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionPROVISION OF CHARITABLE HEALTHCARE SERVICESMissionDescription
Significant New Program ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense441201461Expense
Grants0Grants
Revenue463462666Revenue
DescriptionPENNSYLVANIA 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 2013, PENNSYLVANIA HOSPITAL ADMITTED 20,664 ADULT PATIENTS AND HAD 134,542 OUTPATIENT VISITS. IN ADDITION 60,609 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 $558,317 AROSE DURING 2013 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 $34,749,891 IN 2013. 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 $24,869,972 IN 2013. 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 PENNSYLVANIA HOSPITAL'S 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. TOTAL NUMBER SERVED FY2013: 33,949 DIABETES EDUCATION CENTER 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 2013 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 2013 ARE AS FOLLOWS: -GROUP CLASS PARTICIPANTS: 174 -INDIVIDUAL CONSULTATIONS: 425 -TOTAL NUMBER OF VISITS: 86 -COMMUNITY EDUCATION: 5 -PROFESSIONAL EDUCATION: 35 -DIABETES FOLLOW-UP & MANAGEMENT TELECOMMUNICATION: 2875 -DIABETES FOLLOW-UP & MANAGEMENT IN-PERSON CONSULT: 725 -FAMILY MEMBERS WHO ATTENDED CLASS: 65 -HEALTH PROFESSIONAL STUDENTS PARTICIPATED IN PROGRAM ACTIVITIES IN COMPLETION OF DEGREE REQUIREMENTS: 47 TOTAL NUMBER SERVED FY 2013: 3,275 TOTAL NUMBER TELECOMMUNICATION ENCOUNTERS FY 2013: 2,750 ABRAMSON CANCER CENTER AT PENNSYLVANIA HOSPITAL AS PART OF THE ABRAMSON CANCER CENTER AT PENNSYLVANIA HOSPITAL, THE 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/MENTAL RETARDATION CENTER HALL-MERCER CMH/MRC OFFERS OUTPATIENT SERVICES RANGING FROM PSYCHOTHERAPY AND COUNSELING THROUGH A VARIETY OF SPECIALIZED PROGRAMS FOR PEOPLE WITH DEVELOPMENTAL DISABILITIES, CHRONIC MENTAL ILLNESS, AND RELATED PROBLEMS. THE CENTER RECEIVES THE MAJORITY OF ITS SUPPORT FROM THE CITY AND STATE, BUT PENNSYLVANIA HOSPITAL SUBSIDIZES A SIGNIFICANT PORTION OF ITS SERVICES. MANY OUTPATIENT SERVICES ARE AVAILABLE ON A SLIDING SCALE FEE BASIS. SPECIAL PROGRAMS WITHIN HALL-MERCER INCLUDE: CHILD AND FAMILY MEDescription

Activity2 Activity2

FieldValueIRS element (for citing)
DescriptionIII. 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 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. PATIENT VISITS TO WCHS EXCEEDED 15,000 DURING FY13. 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 PART-TIME NURSE AND NURSE PRACTITIONER. PHYSICIANS FROM THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM VOLUNTEER THEIR TIME TO SEE THE PATIENTS. DURING FY13, 250 PATIENTS MADE OVER 2,000 VISITS TO LCHS. -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. TWENTY-NINE (29) TEENS PLUS THEIR SUPPORT PARTNERS BENEFITED FROM THIS PROGRAM IN FY13. -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; 35 NON-TEEN PRENATAL PATIENTS PLUS THEIR PARTNERS PARTICIPATED IN THE CLASSES IN FY13. -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. FORTY-SIX (46) MALES WERE TREATED IN FY13. -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, PAP SMEAR TESTING AND DIAGNOSTIC SERVICES) TO UNINSURED WOMEN BETWEEN THE AGES 40-64. WCHS PROVIDED SERVICES TO 41 HWP WOMEN IN FY13. -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 PA DEPT OF HEALTH. THE NURSES CONDUCTED COUNSELING 341 SESSIONS FOR 209 PATIENTS IN FY13. 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 4,770 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 FY13: 4,808 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 2013, APPROXIMATELY 640 WOMEN ATTENDED THESE GROUPS. -THE FAMILY EDUCATION DEPARTMENT PROVIDES FREE POSTPARTUM CLASSES TO SUPPORT, EDUCATE, AND ENCOURAGE BREASTFEEDING MOTHERS. IN 2013, 786 NEW MOTHERS ATTENDED WITH MORE THAN 195 FAMILY MEMBERS. -THE BREASTFEEDING WARMLINE IS STAFFED BY CERTIFIED LACTATION CONSULTANTS AND IS AVAILABLE DAILY TO ANSWER QUESTIONS AND CONCERNS ABOUT BREASTFEEDING. IN 2013, WE RECEIVED APPROXIMATELY 1150 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 ALSO BECAME 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 750 FAMILIES WERE ASSISTED AT SOLUTIONS FOR WOMEN IN FY 2013. -IN FY 2013, THE FAMILY EDUCATION DEPARTMENT RECEIVED A BREASTFEEDING SUPPORT GRANT TO WORK WITH THE UNDERSERVED POPULATION AT PENNSYLVANIA HOSPITAL TO HELP INCREASE BREASTFEEDING INITIATION AND DURATION RATES. THE DEPARTMENT MET WITH MORE THAN 800 WOMEN AT DELIVERY AND PROVIDES FOLLOW-UP SUPPORT TELEPHONE CONTACT UNTIL THE BABY IS WEANED. THIS YEAR, APPROXIMATELY 70 LOW-INCOME NEW MOTHERS MET WITH AN INTERNATIONAL BOARD CERTIFIED LACTATION CONSULTANT ON AN OUTPATIENT BASIS TO GET HELP WITH BREASTFEEDING. -ALSO IN FY 2013, OUR DEPARTMENT WELCOMED AND LED A GROUP OF SPANISH-SPEAKING EXPECTANT MOTHERS FROM A LATINA HEALTH CLINIC THAT CAME FOR AN INFORMATIVE TOUR OF THE CHILDBIRTH FACILITIES THAT INCORPORATED STRATEGIES FOR COPING WITH LABOR AND WELCOMING THE NEW BABY. -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 46 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. EIGHTY-FIVE MOTHERS RECEIVED THE BAGS AT NO CHARGE. CHILDBIRTH EDUCATION THE FAMILY EDUCATION DEPARTMENT PROVIDES PRENATAL EDUCATION TO FAMILIES IN OUR COMMUNITY. IN 2013, MORE THAN 4200 FAMILIES ATTENDED OUR CLASSES. CLASSES INCLUDE: -ONE-DAY CHILDBIRTH PREPARATION CLASSES -MINDFUL CHILDBIRTH -BREASTFEEDING -INFANT/CHILD CPR -BABY CARE BASICS -PREPARING THE SIBLING -INFANT MASSAGE -HAPPIEST BABY ON THE BLOCK CLASSES 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 LESS THAN 37 WEEKS GESTATIONAL AGE AND INFANTS WHO REQUIRE INTENSIVE CARE NURSERY AT BIRTH OR SOON AFTER. MAJOR CONDITIONS AND DIAGNOSES TREATED INCLUDE, BUT ARE NOT LIMITED TO, LOW BIRTH WEIGHT, CONGENITAL ANOMALIES, RESPIRATORY DISTRESS SYNDROME, SEPSIS, PREMATURITY, AND CARDIAC DYSFUNCTION. 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 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 THE 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 OFDescription
FieldValueIRS element (for citing)
Total Program Service Expense441201461TotalProgramServiceExpense
Described In501 C3trueDescribedIn501C3
Schedule B RequiredtrueScheduleBRequired
Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiesfalseLobbyingActivities
Donor Advised FundsfalseDonorAdvisedFunds
Conservation EasementstrueConservationEasements
Collections Of ArttrueCollectionsOfArt
Credit CounselingfalseCreditCounseling
Term Or Permanent EndowmentstrueTermOrPermanentEndowments
Report Land Bldg EquiptrueReportLandBldgEquip
Report Invest Oth SecuritiestrueReportInvestOthSecurities
Report Prog Rel InvestfalseReportProgRelInvest
Report Other AssetstrueReportOtherAssets
Report Other LiabilitiestrueReportOtherLiabilities
Report Fin48 FootnotetrueReportFin48Footnote
Independent Audit Financial StmtfalseIndependentAuditFinancialStmt
Consolidated Audit Financial StmttrueConsolidatedAuditFinancialStmt
SchoolfalseSchool
Foreign OfficefalseForeignOffice
Foreign ActivitiesfalseForeignActivities
More Than5000 K To OrganizationsfalseMoreThan5000KToOrganizations
More Than5000 K To IndividualsfalseMoreThan5000KToIndividuals
Professional FundraisingfalseProfessionalFundraising
Fundraising ActivitiestrueFundraisingActivities
GamingfalseGaming
HospitaltrueHospital
Financial Stmt AttachedtrueFinancialStmtAttached
Grants To OrganizationsfalseGrantsToOrganizations
Grants To IndividualsfalseGrantsToIndividuals
Schedule J RequiredtrueScheduleJRequired
Tax Exempt BondstrueTaxExemptBonds
Invest Tax Exempt BondsfalseInvestTaxExemptBonds
Escrow AccountfalseEscrowAccount
On Behalf Of IssuerfalseOnBehalfOfIssuer
Excess Benefit TransactionfalseExcessBenefitTransaction
Prior Excess Benefit TransactionfalsePriorExcessBenefitTransaction
Loan To Officer Or DQPfalseLoanToOfficerOrDQP
Grant To Related PersontrueGrantToRelatedPerson
Bsnss Rltnshp With OrganizationfalseBsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family MemberfalseBsnssRltnshpThruFamilyMember
Officer Entity With Bsnss RltnshpfalseOfficerEntityWithBsnssRltnshp
Deductible Non Cash ContributionsfalseDeductibleNonCashContributions
Deductible Contributions Of ArtfalseDeductibleContributionsOfArt
TerminatedfalseTerminated
Partial LiquidationfalsePartialLiquidation
Disregarded EntityfalseDisregardedEntity
Related EntitytrueRelatedEntity
Related Org Controlled EntitytrueRelatedOrgControlledEntity
Transaction Related EntitytrueTransactionRelatedEntity
Transfers To Exempt Non Chrtbl OrgfalseTransfersToExemptNonChrtblOrg
Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Info In Schedule O Part VXInfoInScheduleOPartV
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup WitholdingtrueComplianceWithBackupWitholding
Number Of Employees2534NumberOfEmployees
Employment Tax Returns FiledtrueEmploymentTaxReturnsFiled
Unrelated Business IncometrueUnrelatedBusinessIncome
Form990-T FiledtrueForm990-TFiled
Foreign Financial AccountfalseForeignFinancialAccount
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
Taxable Party NotificationfalseTaxablePartyNotification
Non Deductible ContributionsfalseNonDeductibleContributions
Quid Pro Quo ContributionstrueQuidProQuoContributions
Quid Pro Quo DisclosuretrueQuidProQuoDisclosure
Form8282 Property Disposed OffalseForm8282PropertyDisposedOf
Funds To Pay PremiumsfalseFundsToPayPremiums
Premiums PaidfalsePremiumsPaid
Excess Business HoldingsfalseExcessBusinessHoldings
Taxable DistributionsfalseTaxableDistributions
Distribution To DonorfalseDistributionToDonor
Indoor Tanning ServicesfalseIndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members12NbrVotingGoverningBodyMembers
Number Independent Voting Members5NumberIndependentVotingMembers
Family Or Business RelationshipfalseFamilyOrBusinessRelationship
Delegation Of Management DutiesfalseDelegationOfManagementDuties
Changes To Organizing DocsfalseChangesToOrganizingDocs
Material Diversion Or MisusefalseMaterialDiversionOrMisuse
Members Or StockholdersfalseMembersOrStockholders
Election Of Board MembersfalseElectionOfBoardMembers
Decisions Subject To ApprovalfalseDecisionsSubjectToApproval
Minutes Of Governing BodytrueMinutesOfGoverningBody
Minutes Of CommitteestrueMinutesOfCommittees
Officer Mailing AddressfalseOfficerMailingAddress
Local ChaptersfalseLocalChapters
Form990 Provided To Governing BodytrueForm990ProvidedToGoverningBody
Conflict Of Interest PolicytrueConflictOfInterestPolicy
Annual Disclosure Covered PersonstrueAnnualDisclosureCoveredPersons
Regular Monitoring EnforcementtrueRegularMonitoringEnforcement
Whistleblower PolicytrueWhistleblowerPolicy
Document Retention PolicytrueDocumentRetentionPolicy
Compensation Process CEOtrueCompensationProcessCEO
Compensation Process OthertrueCompensationProcessOther
Investment In Joint VenturefalseInvestmentInJointVenture
States Where Copy Of Return Is FiledPAStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonGEORGE J HADDADNamePerson
Telephone Number2158297723TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1210 WEST WASHINGTON SQUAREAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191063501ZIPCode
FieldValueIRS element (for citing)
Info In Schedule O Part VIIXInfoInScheduleOPartVII

Form990 Part VII Section A Form990PartVIISectionA (22 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekAverage Hours Per Week RelatedAverageHoursPerWeekRelatedIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
FRANK A ANASTASI FHFMA
CFO, SECRETARY40.00.0XX313319023400
ALLEN H BAR MD
BOARD MEMBER1.00.0X043101338923
ROBERT E BOOTH JR MD
BOARD MEMBER (THRU 9/17/12)1.00.0X000
R MICHAEL BUCKLEY JR MD
BOARD MEMBER & EXECUTIVE DIR40.01.0XX066403129673
MORRIS CHESTON JR ESQ
BOARD MBR, CHAIR(THRU 1/30/13)2.00.0XX000
MARY DEL GUIDICE
BOARD MEMBER, CNO40.01.0XX32239108484
LINDA FAIR
ASSISTANT SECRETARY, ADMIN2.00.0XX63435013857
GAIL W HEARN PHD
BOARD MEMBER (THRU 12/31/12)1.00.0X000
ELIZABETH B JOHNSTON
BOARD MEMBER1.041.0X0954394114752
KEITH KASPER
CONTROLLER, EX-OFFICIO MEMBER5.042.0XX0984415126766
SUEYUN LOCKS MFA
BOARD MEMBER1.00.0X000
KEVIN B MAHONEY
BOARD MEMBER1.044.0X0987948129598
RALPH W MULLER
EX-OFFICIO MEMBER1.045.0X0235934618230
GARRY L SCHEIB
EX-OFFICIO MEMBER1.045.0X01511494188454
THOMAS J SHARBAUGH JD
BOARD MBR,CHAIR(AS OF 1/30/13)1.00.0XX000
MATTHEW A WHITE
BOARD MEMBER1.00.0X000
JAMES WOLITARSKY
BOARD MEMBER1.00.0X000
JODY J FOSTER
CHAIR- DEPT PSYCHIATRY40.00.032798306182X
DEBORAH STAPLES
CHIEF OPERATING OFFICER40.00.029090905172X
SEAN ROWLAND
VP PERIOP & ORTHO SVCS40.00.023279608277X
JANICE BYNUM
NURSE FIRST ASSISTANT40.00.022985703389X
JAMES KELLEY
SENIOR PROJECT MANAGER40.00.022561902016X
FieldValueIRS element (for citing)
Total Reportable Comp From Org2006309TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs7892641TotalReportableCompFrmRltdOrgs
Total Other Compensation717173TotalOtherCompensation
Number Individuals GT100 K184NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
LF DRISCOLL COMPANY LLC
9 PRESIDENTIAL BLVDBALA CYNWYDPA19004MEDICAL SVCS9780390
SOCIETY HILL ANESTHESA CONSULTANTS
PO BOX 414853BOSTONMA02241CONSTRUCTION4446006
HSC BUILDERS CONSTRUCTION MGRS
304 NEW MILL LANEEXTONPA19341MEDICAL SVCS2110848
SPRUCE MRI ASSOCIATES
PO BOX 892CONCORDVILLEPA19331MEDICAL SVCS2025863
PA CARDIOLOGY ASSOC LTD
230 WASHINGTON SQ 3RD FLOORPHILADELPHIAPA19106MEDICAL SVCS1120058
FieldValueIRS element (for citing)
Number Of Contractors GT100 K30NumberOfContractorsGT100K
Info In Schedule O Part VIIIXInfoInScheduleOPartVIII
Federated Campaigns25517FederatedCampaigns
Related Organizations215000RelatedOrganizations
All Other Contributions5165263AllOtherContributions
Total Contributions5405780TotalContributions

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
NET PATIENT SERVICE REVENUES621110445081954445081954
OUTPATIENT BEHAVIORAL HEALTH REVENUES6214001158578411585784
FieldValueIRS element (for citing)
Total Program Service Revenue456667738TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column12337537TotalRevenueColumn
Exclusion$12,337,537ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real2858564Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2858564Real
Personal0Personal

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2858564TotalRevenueColumn
Exclusion$2,858,564ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Other134190Other

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Other134190Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column134190TotalRevenueColumn
Exclusion$134,190ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events342892GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events0CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses84990FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column257902TotalRevenueColumn
Exclusion$257,902ExclusionAmount

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Other Revenue Misc OtherRevenueMisc (3 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
CAFETERIA SALES90009921616182161618
PARKING REVENUES81293051708874488202682685
MISCELLANEOUS REVENUE900099145108145108
FieldValueIRS element (for citing)
Total Other Revenue7477613TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column485139324TotalRevenueColumn
Related Or Exempt Function Income463462666RelatedOrExemptFunctionIncome
Unrelated Business Revenue682685UnrelatedBusinessRevenue
Exclusion$15,588,193ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total0Total

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total0Total

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total945182Total
Program Services841212ProgramServices
Management And General103970ManagementAndGeneral
Fundraising0Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total0Total

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total167590059Total
Program Services148769696ProgramServices
Management And General18317593ManagementAndGeneral
Fundraising502770Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total0Total

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total48694121Total
Program Services42738830ProgramServices
Management And General5940683ManagementAndGeneral
Fundraising14608Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total11729299Total
Program Services10294806ProgramServices
Management And General1430974ManagementAndGeneral
Fundraising3519Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total83124125Total
Program Services72508552ProgramServices
Management And General10602161ManagementAndGeneral
Fundraising13412Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total9478Total
Program Services8208ProgramServices
Management And General1270ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total7200Total
Program Services6235ProgramServices
Management And General965ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total0Total

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total0Total

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total0Total

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total32685244Total
Program Services28305421ProgramServices
Management And General4379823ManagementAndGeneral
Fundraising0Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total4962Total
Program Services4396ProgramServices
Management And General566ManagementAndGeneral
Fundraising0Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total7672662Total
Program Services6700458ProgramServices
Management And General972204ManagementAndGeneral
Fundraising0Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total306555Total
Program Services265477ProgramServices
Management And General41078ManagementAndGeneral
Fundraising0Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total7635488Total
Program Services5566271ProgramServices
Management And General2069217ManagementAndGeneral
Fundraising0Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total237591Total
Program Services0ProgramServices
Management And General237591ManagementAndGeneral
Fundraising0Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total0Total

Interest Interest

FieldValueIRS element (for citing)
Total4573924Total
Program Services4011331ProgramServices
Management And General562593ManagementAndGeneral
Fundraising0Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total0Total

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total16991872Total
Program Services14731953ProgramServices
Management And General2259919ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total15315170Total
Program Services13477350ProgramServices
Management And General1837820ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (4 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MEDICAL SUPPLIES687376116873761100
MISC. EXPENSES160835341425000818335260
STATE ASSESSMENTS10502229930497511972540
DUES & LICENSES569996505016649800

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total195999Total
Program Services173655ProgramServices
Management And General22344ManagementAndGeneral

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total493612301Total
Program Services441201461ProgramServices
Management And General51876531ManagementAndGeneral
Fundraising534309Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY7397BOY
EOY7397EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY121065854BOY
EOY88504996EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY45615543BOY
EOY39802669EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Receivables From Disqual Persons ReceivablesFromDisqualPersons

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY3781015BOY
EOY4427986EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY1308993BOY
EOY1564434EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis443875148LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec212289876LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY157305497BOY
EOY231585272EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY201995242BOY
EOY219765520EOY

Investments Program Related InvestmentsProgramRelated

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Intangible Assets IntangibleAssets

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY40229827BOY
EOY43311883EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY571309368BOY
EOY628970157EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY17677442BOY
EOY22638907EOY

Grants Payable GrantsPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY149738911BOY
EOY145399855EOY

Escrow Account Liability EscrowAccountLiability

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Loans From Officers Directors LoansFromOfficersDirectors

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Unsecured Notes Loans Payable UnsecuredNotesLoansPayable

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY7845573BOY
EOY55464398EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY175261926BOY
EOY223503160EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY194441387BOY
EOY186080545EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY135292659BOY
EOY150888307EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY66313396BOY
EOY68498145EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY396047442BOY
EOY405466997EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY571309368BOY
EOY628970157EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-8472977ReconcilationRevenueExpenses
Reconciliation Unrealized Invest2424265ReconciliationUnrealizedInvest
Reconcilation Other Changes15468267ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement ConsolidatedXFinancialStatementConsolidated
FieldValueIRS element (for citing)
Audit CommitteetrueAuditCommittee
Federal Grant Audit RequiredfalseFederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Hospital170b1 AiiiXHospital170b1Aiii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Historic StructureXHistoricStructure
Total Number Of Easements1TotalNumberOfEasements
Total Acreage0.00TotalAcreage
Nmbr Hist Struct Easements1NmbrHistStructEasements
Nmbr Hist Struct Easements After0NmbrHistStructEasementsAfter
Nmbr Easements Modified0NmbrEasementsModified
Nmbr States In Which Easements Held1NmbrStatesInWhichEasementsHeld
Written Policy MonitoringfalseWrittenPolicyMonitoring
Staff Hours Spent On Enforcement0.00StaffHoursSpentOnEnforcement
Expenses Incurred For Enforcement0ExpensesIncurredForEnforcement
Sect170h Requirements SatisfiedtrueSect170hRequirementsSatisfied

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included0RevenuesIncluded
Assets In Part X0AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Public ExhibitionXCollectUsedForPublicExhibition
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Collect Used For PreservationXCollectUsedForPreservation
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance218436000BeginningOfYearBalance
Contributions31000Contributions
Investment Earnings Or Losses27381000InvestmentEarningsOrLosses
Other Expenditures7046000OtherExpenditures
End Of Year Balance238802000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance225355000BeginningOfYearBalance
Contributions305000Contributions
Investment Earnings Or Losses563000InvestmentEarningsOrLosses
Other Expenditures7787000OtherExpenditures
End Of Year Balance218436000EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Beginning Of Year Balance198949000BeginningOfYearBalance
Contributions31000Contributions
Investment Earnings Or Losses33235000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures6860000OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance225355000EndOfYearBalance

Current Year Minus3 Years CurrentYearMinus3Years

FieldValueIRS element (for citing)
Beginning Of Year Balance185751000BeginningOfYearBalance
Contributions1821000Contributions
Investment Earnings Or Losses11377000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance198949000EndOfYearBalance

Current Year Minus4 Years CurrentYearMinus4Years

FieldValueIRS element (for citing)
Beginning Of Year Balance232155000BeginningOfYearBalance
Contributions2513000Contributions
Investment Earnings Or Losses-48917000InvestmentEarningsOrLosses
Grants Or Scholarships0GrantsOrScholarships
Other Expenditures0OtherExpenditures
Administrative Expenses0AdministrativeExpenses
End Of Year Balance185751000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.16460BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.28510PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.55030TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis134140OtherCostOrOtherBasis
Book Value134140BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis199937570OtherCostOrOtherBasis
Depreciation99183367Depreciation
Book Value100754203BookValue

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis3573602OtherCostOrOtherBasis
Depreciation3478881Depreciation
Book Value94721BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis163330295OtherCostOrOtherBasis
Depreciation109627628Depreciation
Book Value53702667BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis76899541OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value76899541BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings231585272TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
INVESTMENTS - PLANT FUND140720F
DONOR RESTRICTED FUNDS219386452F
SPECIAL PURPOSE FUNDS238348F
FieldValueIRS element (for citing)
Total Of Book Value Securities219765520TotalOfBookValueSecurities

Other Assets OtherAssets (4 entries)

DescriptionDescriptionBook ValueBookValue
SELF-INSURANCE TRUST FUNDS1225020
BOARD DESIGNATED FUNDS39099750
DEFERRED FINANCING COSTS906896
3RD PARTY RECEIVABLE2080217
FieldValueIRS element (for citing)
Total Book Value Other Assets43311883TotalBookValueOtherAssets
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
ESTIMATED 3RD PARTY PAYABLES$6,894,177
PEF DELANCEY CORP$2,300,000
WORKERS COMPENSATION$1,118,408
DUE TO FOUNDATION$45,151,813
FieldValueIRS element (for citing)
Total Of Amounts55464398TotalOfAmounts
Footnote In Part XIIIXFootnoteInPartXIII

Form990 Schedule D Part XIII Form990ScheduleDPartXIII (5 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
CONSERVATION EASEMENTSFORM 990, SCHEDULE D, PART IIPENNSYLVANIA HOSPITAL HAS A CONSERVATION EASEMENT IN PLACE WITH THE PARK COMMISSION IN REGARD TO PENNSYLVANIA HOSPITAL'S PINE BUILDING. 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.
COLLECTIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETSFORM 990, SCHEDULE D, PART III, LINE 1AALTHOUGH 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.
DESCRIPTION OF THE ORGANIZATION'S COLLECTIONSFORM 990, SCHEDULE D, PART III, LINE 4LIBRARY COLLECTIONS - THE LIBRARIES AT PENNSYLVANIA HOSPITAL ARE LOCATED ON THE 2ND AND 3RD FLOOR OF THE HISTORIC PINE BUILDING. THE MODERN LIABRARY IS AN ON-SITE, EASILY ACCESSIBLE, VITAL REFERENCE CENTER INCORPORATING MODERN INFORMATION TECHNOLOGY. THE COLLECTIONS INCLUDE THE CLINICAL LIBRARY AND THE PSYCHIATRIC LIABRARY. 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 LIABRARY 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 - THE PENNSYLVANIA HOSPITAL IS THE NATION'S FIRST HOSPITAL AND A DESIGNATED NATIONAL HISTORIC LANDMARK. FOUNDED BY DR. THOMAS BOND AND BENJAMIN FRANKLIN, THE HOSPITAL 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.
USE OF ENDOWMENT FUNDSFORM 990, SCHEDULE D, PART VALL ENDOWMENT FUNDS ARE USED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES.
TEXT OF FIN 48 (ASC 740) FOOTNOTE FROM CONSOLIDATED FINANCIAL STATEMENTSSCHEDULE D, PART XTHIS 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, 2013 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.

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1TOGETHER WE CANNameOfEvent1
Gross Receipts Event1312892GrossReceiptsEvent1
Charitable Contributions Event10CharitableContributionsEvent1
Gross Revenue Event1312892GrossRevenueEvent1
Cash Prizes Event10CashPrizesEvent1
Non Cash Prizes Event10NonCashPrizesEvent1
Rent Facility Costs Event10RentFacilityCostsEvent1
Food And Beverage Event10FoodAndBeverageEvent1
Entertainment Event10EntertainmentEvent1
Other Direct Expenses Event161418OtherDirectExpensesEvent1
Name Of Event2GOLF OUTINGNameOfEvent2
Gross Receipts Event230000GrossReceiptsEvent2
Charitable Contributions Event20CharitableContributionsEvent2
Gross Revenue Event230000GrossRevenueEvent2
Cash Prizes Event20CashPrizesEvent2
Non Cash Prizes Event20NonCashPrizesEvent2
Rent Facility Costs Event20RentFacilityCostsEvent2
Food And Beverage Event20FoodAndBeverageEvent2
Entertainment Event20EntertainmentEvent2
Other Direct Expenses Event223572OtherDirectExpensesEvent2
Total Number Of Other Events0TotalNumberOfOtherEvents
Gross Receipts Other Events0GrossReceiptsOtherEvents
Charitable Contrib Other Events0CharitableContribOtherEvents
Gross Revenue Other Events0GrossRevenueOtherEvents
Cash Prizes Other Events0CashPrizesOtherEvents
Non Cash Prizes Other Events0NonCashPrizesOtherEvents
Rent Facility Costs Other Events0RentFacilityCostsOtherEvents
Food And Beverage Other Events0FoodAndBeverageOtherEvents
Entertainment Other Events0EntertainmentOtherEvents
Other Direct Expenses Other Events0OtherDirectExpensesOtherEvents
Gross Receipts Total342892GrossReceiptsTotal
Charitable Contributions Total0CharitableContributionsTotal
Gross Revenue Total Events342892GrossRevenueTotalEvents
Cash Prizes Total Events0CashPrizesTotalEvents
Non Cash Prizes Total Events0NonCashPrizesTotalEvents
Rent Facility Costs Total Events0RentFacilityCostsTotalEvents
Food And Beverage Total Events0FoodAndBeverageTotalEvents
Entertainment Total Events0EntertainmentTotalEvents
Other Direct Expenses Total Events84990OtherDirectExpensesTotalEvents
Direct Expense Summary Events84990DirectExpenseSummaryEvents
Net Income Summary257902NetIncomeSummary

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Charity Care PolicytrueCharityCarePolicy
Written PolicytrueWrittenPolicy
Policy Applied To All HospitalsXPolicyAppliedToAllHospitals
FPG Reference Free CaretrueFPGReferenceFreeCare
Pcent200XPcent200
FPG Reference Discounted CaretrueFPGReferenceDiscountedCare
Pcent200 DXPcent200D
Free Disc Care Medically IndigenttrueFreeDiscCareMedicallyIndigent
Amounts Budgeted For Charity CarefalseAmountsBudgetedForCharityCare
Annual Community Benefit ReporttrueAnnualCommunityBenefitReport
Report Publically AvailabletrueReportPublicallyAvailable

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense558317TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense558317NetCommunityBenefitExpense
Percent Of Total Expense0.00110PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Persons Served29194PersonsServed
Total Community Benefit Expense104467861TotalCommunityBenefitExpense
Direct Offsetting Revenue79372054DirectOffsettingRevenue
Net Community Benefit Expense25095807NetCommunityBenefitExpense
Percent Of Total Expense0.05080PercentOfTotalExpense

Unreimbursed Costs UnreimbursedCosts

FieldValueIRS element (for citing)
Total Community Benefit Expense0TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense0NetCommunityBenefitExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Persons Served29194PersonsServed
Total Community Benefit Expense105026178TotalCommunityBenefitExpense
Direct Offsetting Revenue79372054DirectOffsettingRevenue
Net Community Benefit Expense25654124NetCommunityBenefitExpense
Percent Of Total Expense0.05190PercentOfTotalExpense

Community Health Services CommunityHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense0TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense0NetCommunityBenefitExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense18458988TotalCommunityBenefitExpense
Direct Offsetting Revenue7220851DirectOffsettingRevenue
Net Community Benefit Expense11238137NetCommunityBenefitExpense
Percent Of Total Expense0.02280PercentOfTotalExpense

Subsidized Health Services SubsidizedHealthServices

FieldValueIRS element (for citing)
Total Community Benefit Expense2906522TotalCommunityBenefitExpense
Direct Offsetting Revenue1378849DirectOffsettingRevenue
Net Community Benefit Expense1527673NetCommunityBenefitExpense
Percent Of Total Expense0.00310PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense0TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense0NetCommunityBenefitExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Cash And In Kind Contributions CashAndInKindContributions

FieldValueIRS element (for citing)
Total Community Benefit Expense0TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense0NetCommunityBenefitExpense
Percent Of Total Expense0.00000PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense21365510TotalCommunityBenefitExpense
Direct Offsetting Revenue8599700DirectOffsettingRevenue
Net Community Benefit Expense12765810NetCommunityBenefitExpense
Percent Of Total Expense0.02590PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Persons Served29194PersonsServed
Total Community Benefit Expense126391688TotalCommunityBenefitExpense
Direct Offsetting Revenue87971754DirectOffsettingRevenue
Net Community Benefit Expense38419934NetCommunityBenefitExpense
Percent Of Total Expense0.07780PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$34,749,891BadDebtExpenseAmount
Amount Attributable To28783938AmountAttributableTo
Amount Reimbursed By Medicare80137727AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare87925902CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall-7788175MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

FieldValueIRS element (for citing)
Cost To Charge RatioXCostToChargeRatio
FieldValueIRS element (for citing)
Written Debt Collection PolicytrueWrittenDebtCollectionPolicy
Provision For Charity CaretrueProvisionForCharityCare
Number Of Hospital Facilities1NumberOfHospitalFacilities

Form990 Schedule H Part V Section A Form990ScheduleHPartVSectionA

FieldValueIRS element (for citing)
Facility Number1FacilityNumber

Name Name

FieldValueIRS element (for citing)
Business Name Line1PENNSYLVANIA HOSPITAL OF UPHSBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line1800 SPRUCE STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19107ZIPCode
FieldValueIRS element (for citing)
Website AddressWWW.PENNMEDICINE.ORG/PAHOSPWebsiteAddress
Licensed HospitalXLicensedHospital
General Medical And SurgicalXGeneralMedicalAndSurgical
Critical Access HospitalXCriticalAccessHospital
Research FacilityXResearchFacility
Er24 HoursXEr24Hours

Form990 Schedule H Part V Section B Form990ScheduleHPartVSectionB

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1PENNSYLVANIA HOSPITAL OF UPHSBusinessNameLine1
FieldValueIRS element (for citing)
Hospital Facility Number1HospitalFacilityNumber
CHNA ConductedtrueCHNAConducted
Community DefinitionXCommunityDefinition
Community DemographicsXCommunityDemographics
Existing ResourcesXExistingResources
How Data ObtainedXHowDataObtained
Community Health NeedsXCommunityHealthNeeds
Other Health IssuesXOtherHealthIssues
Identifying ProcessXIdentifyingProcess
Consulting ProcessXConsultingProcess
Information GapsXInformationGaps
Needs Assessment Conducted12NeedsAssessmentConducted
Take Into AccounttrueTakeIntoAccount
Other FacilitiestrueOtherFacilities
CHNA Widely AvailabletrueCHNAWidelyAvailable
Own WebsiteXOwnWebsite
On RequestXOnRequest
Adopt Implement StrategyXAdoptImplementStrategy
Develop Community PlanXDevelopCommunityPlan
Participate Community PlanXParticipateCommunityPlan
Prioritize Health NeedsXPrioritizeHealthNeeds
Prioritize ServicesXPrioritizeServices
All Needs AddressedfalseAllNeedsAddressed
Organization Incur Excise TaxfalseOrganizationIncurExciseTax
Eligibility Criteria ExplainedtrueEligibilityCriteriaExplained
Uses FPG FreetrueUsesFPGFree
FPG Free Percent200.FPGFreePercent
Uses FPG DiscountedtrueUsesFPGDiscounted
FPG Discount Percent200.FPGDiscountPercent
Explains BasistrueExplainsBasis
Income LevelXIncomeLevel
Asset LevelXAssetLevel
Medical IndigencyXMedicalIndigency
Uninsured DiscountXUninsuredDiscount
State RegulationXStateRegulation
Explains Application MethodtrueExplainsApplicationMethod
Includes Publicity MeasurestrueIncludesPublicityMeasures
Posted On WebsiteXPostedOnWebsite
Available On RequestXAvailableOnRequest
Actions On NonpaymenttrueActionsOnNonpayment
Collection ActivitiesfalseCollectionActivities
Notify Upon AdmissionXNotifyUponAdmission
Notify Before DischargeXNotifyBeforeDischarge
Notified All PatientsXNotifiedAllPatients
Documented DeterminationXDocumentedDetermination
Nondiscrim Emergency Care PolicytrueNondiscrimEmergencyCarePolicy
Average Negotiated RatesXAverageNegotiatedRates
Amounts Generally BilledfalseAmountsGenerallyBilled
Gross ChargesfalseGrossCharges

Form990 Schedule H Part V Section C Form990ScheduleHPartVSectionC

FieldValueIRS element (for citing)
Number Of Other Facilities1NumberOfOtherFacilities

Other Facilities OtherFacilities

Name Name

FieldValueIRS element (for citing)
Business Name Line1PENN MEDICINE AT RITTENHOUSEBusinessNameLine1

Address Address

FieldValueIRS element (for citing)
Address Line11840 SOUTH STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19146ZIPCode
FieldValueIRS element (for citing)
Facility TypeOUTPATIENT FACILITYFacilityType

Form990 Schedule H Part VI Form990ScheduleHPartVI (11 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
SUPPLEMENTAL DISCLOSURESPART I, LINES 3C, 6A N/A PART 1, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) NOTE THAT DUE TO A CHANGE IN ACCOUNTING PRONOUNCEMENT, PATIENT SERVICE BAD DEBTS IS NOW TREATED AS A CONTRA-REVENUE LINE ITEM AND, THEREFORE, IT WAS NOT NECESSARY TO DEDUCT THIS AMOUNT FOR PURPOSES OF CALCULATING THE PERCENTAGES REPORTED ON THE SCHEDULE H, PART I, LINE 7 TABLE. THIS IS A CHANGE FROM PRIOR YEARS. 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.
COMMUNITY BUILDING ACTIVITIESAT 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 PROVING 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. - PENN CONTRIBUTES NEARLY $700,000 ANNUALLY, ALONG WITH GRADUATE SCHOOL OF EDUCATION STUDENT TEACHER HOURS, TO THE PENN ALEXANDER SCHOOL, A TOP-RANKED PUBLIC ELEMENTARY SCHOOL IN UNIVERSITY CITY. - PENN PROVIDED MILLIONS IN STUDENT AID IN 2013 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 FISCAL 2013. - HOUSING PRICES IN UNIVERSITY CITY APPRECIATED 52.4% FROM 2003-2013.PART II
BAD DEBT EXPENSETHE 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. THE FREE CARE INCOME GUIDELINES (COPIED BELOW) ARE THEN USED TO GROUP THE ACCOUNTS ASSIGNED TO UNCOLLECTED DEBTS FOR THE YEAR INTO EACH OF THE CATEGORIES BASED ON THEIR LEVEL OF HARDSHIP. OFFICE OF PATIENT ACCOUNTING FREE CARE INCOME GUIDELINES FAMILY MEDICALLY SIZE INDIGENT HARDSHIP INDIGENT 1 $11,490 $22,980 $34,470 2 $15,510 $31,020 $46,530 3 $19,530 $39,060 $58,590 4 $23,550 $47,100 $70,650 5 $27,570 $55,140 $82,710 6 $31,590 $63,180 $94,770 7 $35,610 $71,220 $106,830 8 $39,690 $79,380 $119,070 ADD $4,020 FOR EACH ADDITIONAL FAMILY MEMBER PART III, SECTION A, LINE 4 (BAD DEBT EXPENSE FOOTNOTE) THE BAD DEBT EXPENSE FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 20 OF THE ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM.PART III, SECTION A, LINE 2
COSTING METHODOLOGY, MEDICARE SHORTFALLTHE 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. AS A RESULT, PENNSYLVANIA HOSPITAL VIEWS ANY SHORTFALL REPORTED IN LINE 7 AS AN ADDITIONAL ITEM OF COMMUNITY BENEFIT PROVIDED BY THE ORGANIZATION.PART III, SECTION B, LINE 8
COLLECTION PRACTICESTHE 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 V, SECTION B, LINE 4 (CHNA CONDUCTED WITH ONE OR MORE HOSPITAL FACILITIES) THE UNIVERSITY OF PENNSYLVANIA IS A MEMBER OF THE DELAWARE VALLEY HEALTHCARE COUNCIL OF HAP ("DVHC"), THE MEMBERSHIP ASSOCIATION FOR HOSPITALS IN THE FIVE-COUNTY REGION OF SOUTHEASTERN PENNSYLVANIA. DVHC ESTABLISHED A COMMUNITY HEALTH NEEDS ASSESSMENT 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 -MAGEE REHABILITATION HOSPITAL -MAIN LINE HEALTH -MERCY HEALTH SYSTEM OF SEPA -PENN MEDICINE (THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA, PENN PRESBYTERIAN MEDICAL CENTER, PENNSYLVANIA HOSPITAL,) -ST. MARY MEDICAL CENTER -TEMPLE UNIVERSITY HEALTH SYSTEM PART V, SECTION B, LINE 7 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA) THE FIRST CHNA AND IMPLEMENTATION PLAN FOR PENNSYLVANIA HOSPITAL WAS ADOPTED JUNE 30, 2013. AS A RESULT, THE ORGANIZATION HAS NOT YET HAD THE OPPORTUNITY TO BEGIN ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA. PART V, SECTION B, LINE 5 (CHNA MADE WIDELY AVAILABLE) A COPY OF THE ORGANIZATION'S CHNA AND IMPLEMENTATION PLAN CAN BE FOUND AT: HTTP://WWW.PENNMEDICINE.ORG/HEALTH-SYSTEM/ABOUT/COMMUNITY/PART III, LINE 9B
NEEDS ASSESSMENTTHE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S ("UPHS") MISSION 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 THE HEALTH SYSTEM 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 IN FY13. 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, UPHS FACULTY 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. - 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 2
INFORMATION REGARDING PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCETHE 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 3
COMMUNITY INFORMATIONTHE 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 4
INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTHTHE 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 THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA. 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 SCHOOL OF MEDICINE CONDUCT HUNDREDS OF FREE GLAUCOMA SCREENING AND EDUCATE COMMUNITIES ON THE TOPIC OF OCULAR HEALTH.PART VI, LINE 5
AFFILIATED HEALTHCARE SYSTEM INFORMATIONTHE 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 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 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 ("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 $8,530,062 AND $8,012,000 AROSE DURING 2013 AND 2012, RESPECTIVELY, 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 $191,478,836 AND $182,044,000 FOR 2013 AND 2012, RESPECTIVELY. 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 $111,179,270 AND $111,978,550 IN 2013 AND 2012, RESPECTIVELY. 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 6
STATE FILING OF COMMUNITY BENEFIT REPORTN/APART VI, LINE 7

Schedule J IRS990ScheduleJ

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Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (14 entries)

TitleTitleBase Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
FRANK A ANASTASI FHFMA
CFO, SECRETARY24531906700001000000234000336719000
ALLEN H BAR MD
BOARD MEMBER042054100010472022500016423046993600
R MICHAEL BUCKLEY JR MD
BOARD MEMBER & EXECUTIVE DIR0458577018635401910002250007173069370400
MARY DEL GUIDICE
BOARD MEMBER, CNO256579065250056200084840330875000
ELIZABETH B JOHNSTON
BOARD MEMBER053921602478790167299010650008252010691460139844
KEITH KASPER
CONTROLLER, EX-OFFICIO MEMBER0534705024322402064860104500022266011111810141756
KEVIN B MAHONEY
BOARD MEMBER0550464025961301778710107500022098011175460127177
RALPH W MULLER
EX-OFFICIO MEMBER0140138806430550314903000182300237757600
GARRY L SCHEIB
EX-OFFICIO MEMBER0864635040033002465290172000016454016999480215150
JODY J FOSTER
CHAIR- DEPT PSYCHIATRY278409049247032700061820334165000
DEBORAH STAPLES
CHIEF OPERATING OFFICER228459061958049200051720296081000
SEAN ROWLAND
VP PERIOP & ORTHO SVCS183631048913025200082770241073000
JANICE BYNUM
NURSE FIRST ASSISTANT22920100065600033890233246000
JAMES KELLEY
SENIOR PROJECT MANAGER2067610177960106200020160227635000

Form990 Schedule J Part III Form990ScheduleJPartIII (3 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
TOP MANAGEMENT COMPENSATIONFORM 990, SCHEDULE J, PART I, LINE 3AS 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.
SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATIONFORM 990, SCHEDULE J, LINE 4BCERTAIN 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- $124,457 KASPER, KEITH- $114,882 MAHONEY, KEVIN- $123,287 MULLER, RALPH- $287,337 SCHEIB, GARRY- $198,879
PROVISION OF NON-FIXED PAYMENTSFORM 990, SCHEDULE J, LINE 7PENNSYLVANIA 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.

Schedule K IRS990ScheduleK

Form990 Schedule K Part I Form990ScheduleKPartI

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1PA HIGHER ED FACILITIES ATHRTY- UPHS SERIES 2009BusinessNameLine1
FieldValueIRS element (for citing)
Issuer EIN222243852IssuerEIN
CUSIP Number70917rwy7CUSIPNumber
Date Issued2009-07-29DateIssued
Issue Price90830524IssuePrice
Description Of PurposeREFUND PA 2004 (REFUNDED 1998)DescriptionOfPurpose
DefeasedfalseDefeased
On Behalf Of IssuerfalseOnBehalfOfIssuer
Pool FinancingfalsePoolFinancing

Form990 Schedule K Part II Form990ScheduleKPartII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Amount Retired9294524AmountRetired
Amount Bond Defeased0AmountBondDefeased
Total Proceeds90830524TotalProceeds
Amount In Reserve Fund0AmountInReserveFund
Capitalized Interest0CapitalizedInterest
Refunding Escrow0RefundingEscrow
Issuance Costs From Proceeds1074987IssuanceCostsFromProceeds
Credit Enhancement0CreditEnhancement
Working Capital Expenditures0WorkingCapitalExpenditures
Capital Expenditures0CapitalExpenditures
Other Spent Proceeds89755537OtherSpentProceeds
Amount Unspent0AmountUnspent
Year Of Subst Completion1998YearOfSubstCompletion
Current RefundingtrueCurrentRefunding
Advance RefundingfalseAdvanceRefunding
Final Allocation MadetrueFinalAllocationMade
Adequate Books And Recds MaintaindtrueAdequateBooksAndRecdsMaintaind

Form990 Schedule K Part III Form990ScheduleKPartIII

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Prcntge Prvt Business Use By Others0PrcntgePrvtBusinessUseByOthers

Form990 Schedule K Part IV Form990ScheduleKPartIV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiled
Exception To RebatetrueExceptionToRebate
Variable Rate IssuefalseVariableRateIssue
Hedge Identified In Books And RecdsfalseHedgeIdentifiedInBooksAndRecds

Name Of Hedge Provider NameOfHedgeProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGIC

Name Of GIC Provider NameOfGICProvider

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvested
Written Proc To Monitor ReqstrueWrittenProcToMonitorReqs

Form990 Schedule K Part V Form990ScheduleKPartV

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Proc To Undertk Corrective ActiontrueProcToUndertkCorrectiveAction

Form990 Schedule K Part VI Form990ScheduleKPartVI

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDSIdentifier
Return ReferenceFORM 990, SCHEDULE KReturnReference
ExplanationPENNSYLVANIA 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 $19,136,265 AS OF JUNE 30, 2013. 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 $14,897,097 AS OF JUNE 30, 2013. 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 $29,830,493 AS OF JUNE 30, 2013.Explanation

Schedule L IRS990ScheduleL

Form990 Schedule L Part V Form990ScheduleLPartV

FieldValueIRS element (for citing)
IdentifierGRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONSIdentifier
Return ReferenceFORM 990, SCHEDULE L, PART IIIReturnReference
ExplanationCERTAIN 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.Explanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
FORMS 1099FORM 990, PART V, LINE 1ATHIS 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 REVIEW PROCESSFORM 990, PART VI, SECTION B, LINE 11INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PRICEWATERHOUSECOOPERS LLP FOR REVIEW AND RETURN PREPARATION. THE FINAL COPY OF THE 2012 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS FILED WITH THE IRS. A COPY OF THE 2012 FORM 990 WAS ALSO MADE AVAILABLE TO EACH BOARD MEMBER.
CONFLICT OF INTEREST POLICYFORM 990, PART VI, SECTION B, LINE 12CTHIS 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 TRUSTEES 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) TRUSTEES 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 TRUSTEES EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY.
COMPENSATION REVIEW AND APPROVALFORM 990, PART VI, SECTION B, LINE 15THIS 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).
GOVERNANCE, MANAGEMENT, AND DISCLOSUREFORM 990, PART VI, SECTION C, LINE 19OUR 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.
DETAIL OF OTHER CHANGES IN NET ASSETSFORM 990, PART XI, LINE 9OTHER CHANGES IN TEMP & PERM RESTRICTED NET ASSETS $17,780,397 TRANSFERS TO AFFILIATES (2,312,130) ____________ TOTAL OTHER CHANGES IN NET ASSETS $15,468,267

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII (25 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Controlled OrgControlledOrg
ABRAMSON INSTITUTE
1086 PENLLYN BLUE BELL PIKEBLUE BELLPA19422232929823MED RESEARCHPA501(c)(3)4NAfalse
CLINICAL CARE ASSOCIATES OF UPHS
250 KING OF PRUSSIA RD 4TH FLRADNORPA19087232729852HEALTHCAREPA501(c)(3)9TRUSTEESfalse
UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREETPHILADELPHIAPA19104236299508FAC. CLUBPA501(c)(3)11, ATRUSTEESfalse
FRANKLIN SPECIALTY PHYSICIANS
3451 WALNUT STREETPHILADELPHIAPA19104232992715SUPPORT ORGPA501(c)(3)11, BPA HOSPITALtrue
HALL MERCER HOSPITAL
1735 MARKET STREETPHILADELPHIAPA19103236002383SUPPORT ORGPA501(c)(3)11, ANAfalse
OAP INC
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104231986931SUPPORT ORGPA501(c)(3)11, ATRUSTEESfalse
PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREETPHILADELPHIAPA19104232422635HEALTHCAREPA501(c)(3)3PMCfalse
PENN CLUB OF NEW YORK INC
30 WEST 44TH STREETNEW YORKNY10036232726687CLUBNY501(c)(7)N/ANAfalse
PENN PRAXIS INC
210 SOUTH 34TH STREETPHILADELPHIAPA19104752974931SUPPORT ORGPA501(c)(3)11, ATRUSTEESfalse
PENN PRESS INC
3905 SPRUCE STREETPHILADELPHIAPA19107231876142PUBLISHINGPA501(c)(3)11, ATRUSTEESfalse
PGH DEVELOPMENT CORP
426 CURIE BLVDPHILADELPHIAPA19104232351015SUPPORT ORGPA501(c)(3)11, ANAfalse
PHOENIXVILLE HOSPITAL OF UPHS
3001 MARKET STREET 3RD FLOORPHILADELPHIAPA19104232901089SUPPORT ORGPA501(c)(3)11, BTRUSTEESfalse
PRESBYTERIAN ANESTHESIOLOGY FOUNDATION
51 NORTH 39TH STREETPHILADELPHIAPA19104232561573SUPPORT ORGPA502(c)(3)11, BPMCfalse
PRESBYTERIAN MEDICAL CENTER OF UPHS
51 NORTH 39TH STREETPHILADELPHIAPA19104232810852HEALTHCAREPA501(c)(3)3TRUSTEESfalse
PRESBYTERIAN MULTI-SPECIALTY GROUP
51 NORTH 39TH STREETPHILADELPHIAPA19104232723154HEALTHCAREPA501(c)(3)3PMCfalse
PRESBYTERIAN PERSONAL CARE RESIDENCE
51 NORTH 39TH STREETPHILADELPHIAPA19104232294713HEALTHCAREPA501(c)(3)3PMCfalse
SAY YES TO EDUCATION FOUNDATION
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104222883885EDU SUPPORTPA501(c)(3)11, CTRUSTEESfalse
SS HUEBNER FOUNDATION FOR INSURANCE EDUC
3000 STEINBERG HALLPHILADELPHIAPA19104236297325EDU SUPPORTPA501(c)(3)11, ANAfalse
UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104233021159SUPPORT ORGPA501(c)(3)11, ATRUSTEESfalse
UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104232769744BENEFITSPA501(c)(3)11, ATRUSTEESfalse
WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300BALA CYNWYDPA19004232152662HOSPICE CAREPA501(c)(3)9TRUSTEESfalse
WOMEN'S AND CHILDREN'S HEALTH SERVICES
700 SPRUCE STREETPHILADELPHIAPA19106232248956HEALTHCAREPA501(c)(3)3PA HOSPITALtrue
THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500EPHILADELPHIAPA19102810550464SUPPORT ORGPA501(c)(3)11 (D)NAfalse
TRUSTEES OF THE UNIVERSITY OF PENNSYLVAN
3451 WALNUT STREET ROOM 305PHILADELPHIAPA19104231352685EDUCATIONPA501(c)(3)2NAfalse
UPENN INTERNATIONAL
3451 WALNUT STREET SUITE 731PHILADELPHIAPA19067454985731SUPPORT ORGPA501(C)(3)11, ATRUSTEESfalse

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1NEIGHBRHD PRES & DEV FUND LPBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1240 NEW YORK DR STE 1AddressLine1
CityFORT WASHINGTONCity
StatePAState
ZIP Code19034ZIPCode
FieldValueIRS element (for citing)
EIN233037919EIN
Primary ActivityRENTALPrimaryActivity
Legal Domicile StatePALegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1UCABusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeINVESTMENTPredominantIncomeType

Form990 Schedule R Part IV Form990ScheduleRPartIV (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityControlled OrgControlledOrgShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipLegal Domicile Foreign CountryLegalDomicileForeignCountryAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCode
CLINICAL HEALTH CARE ASSOC
250 KING OF PRUSSIA RD 4TH FLRADNORPA190875220232865181PHYS MGMTPACCACORPfalse
DELANCEY CORPORATION
510 WALNUT STREET SUITE 420PHILADELPHIAPA19106232060159RENTALPAPA HOSPITALCORPtrue335175104321931.00000
FRANKLIN CASUALTY INSURANCE CO
PO BOX 350BURLINGTONVT054020530043378984INSURANCEVTTRUSTEESCORPfalse
PENN TOWER HOTEL INC
3401 WALNUT STREET SUITE 440APHILADELPHIAPA19104232812573HOTEL/RESTAURANTPATRUSTEESCORPfalse
PRESBYTERIAN MEDICAL SERVICE
39TH AND MARKET STREETPHILADELPHIAPA19104232307991HEALTHCAREPAPMCCORPfalse
QUAKER INSURANCE COMPANY LTD
3451 WALNUT ST ROOM 329PHILADELPHIAPA19104300708282SELF-INSURANCETRUSTEESCORPfalseBD
PENN WHARTON CONSULTING (BEIJING) CO LTD
EDUCATIONUPENN INT'LWOFEfalseCHCHINA WORLD TOWER 1 14FCHAOYANG DISTRICTBEIJINGCH100004
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiesfalseReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgfalseGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgtrueGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgstrueRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgstrueRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgtrueOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1DELANCEY CORPORATIONBusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeJ,K,PTransactionType
Amount Involved2026248AmountInvolved
Method Of Amt DeterminationFMVMethodOfAmtDetermination