2013-05-14T10:33:15-05:00 2012-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2011-07-01 232829095 Thomas Jefferson University Hospitals Inc % JACQUELINE GUILFOYLE THOM 2155038958 111 South 11th Street Philadelphia PA 191074824 NEIL G LUBARSKY 2013-05-14 true Eric M McNeil 2673303000 2011 2016-02-24 21:20:13Z David P McQuaid 111 South 11th Street Philadelphia PA 191074824 1626874670 false X WWW.JEFFERSONHOSPITAL.ORG X 1995 PA Attachment 1 22 21 9381 415 12803217 -56767 7452061 5156795 1409017178 1490605259 15830339 4072608 -851329 -22233486 1431448249 1477601176 117672 226500 0 0 585905564 609982577 0 0 2769071 784354390 831478260 1370377626 1441687337 61070623 35913839 1231538242 1397201704 671567568 840141819 559970674 557059885 THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH") IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE. WE ARE COMMITTED TO: 1) SETTING THE STANDARD FOR EXCELLENCE IN THE DELIVERY OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE. 2) PROVIDING EXEMPLARY CLINICAL SETTINGS FOR EDUCATING THE HEALTHCARE DELIVERY PROFESSIONALS WHO WILL FORM THE COLLABORATIVE HEALTHCARE DELIVERY TEAM OF TOMORROW. 3) LEADING IN THE INTRODUCTION OF INNOVATIVE METHODOLOGIES FOR HEALTHCARE DELIVERY AND QUALITY IMPROVEMENT. WE ACCOMPLISH OUR MISSION IN PARTNERSHIP WITH THOMAS JEFFERSON UNIVERSITY AND AS A MEMBER OF THE JEFFERSON HEALTH SYSTEM ("JHS"). false false 1317043458 226500 1477935985 TJUH PROVIDES MEDICALLY NECESSARY SERVICES TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. SOME PATIENTS QUALIFY FOR CHARITY CARE BASED ON POLICIES ESTABLISHED BY TJUH AND ARE THEREFORE NOT RESPONSIBLE FOR PAYMENT FOR ALL OR A PART OF THEIR HEALTHCARE SERVICES. THESE POLICIES ALLOW FOR THE PROVISION OF FREE OR DISCOUNTED CARE IN CIRCUMSTANCES WHERE REQUIRING PAYMENT WOULD IMPOSE FINANCIAL HARDSHIP ON THE PATIENT. CHARGES FOR SERVICES RENDERED TO PATIENTS WHO MEET TJUH'S GUIDELINES FOR CHARITY CARE ARE NOT SEPARATELY RECORDED IN PROGRAM SERVICE REVENUE. TJUH COMPLIES WITH THE COMMUNITY BENEFIT STANDARD AS SET FORTH IN REVENUE RULING 69-545. TJUH MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE PROVIDED. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED. SUCH AMOUNTS HAVE BEEN EXCLUDED FROM PROGRAM SERVICE REVENUE. MANAGEMENT ESTIMATES THAT THE COST OF CHARITY CARE PROVIDED BY TJUH WAS $11,170,827 IN FISCAL YEAR 2012. THIS DOES NOT INCLUDE THE PROVISION FOR BAD DEBTS, AMOUNTING TO $40,533,357 WHICH IS REFLECTED SEPARATELY IN THE ACCOMPANYING STATEMENT OF FUNCTIONAL EXPENSES. SERVICES ARE PROVIDED TO PATIENTS IN THE COMMUNITY WHO ARE INSURED UNDER THE PENNSYLVANIA MEDICAL ASSISTANCE PROGRAM. THE COSTS OF PROVIDING SERVICES TO ELIGIBLE WELFARE RECIPIENTS WHO PARTICIPATE IN THIS PROGRAM EXCEEDED REIMBURSEMENT BY $62,979,935. IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, TJUH PROVIDES EDUCATION AND TRAINING FOR MEDICAL RESIDENTS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. AMOUNTS EXPENDED FOR THESE SERVICES EXCEEDED REIMBURSEMENT BY $25,790,984. TJUH ALSO PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS THE PROVISION OF SUBSIDIZED EMERGENCY SERVICES; EDUCATION FOR DIABETES AND HEART DISEASE; SCREENINGS FOR STROKE AND CANCER RISK; CANCER SUPPORT GROUPS; SENIOR HEALTH EDUCATION; NUTRITIONAL COUNSELING FOR OBESITY; MATERNAL AND CHILDBIRTH EDUCATION; AND YOUTH PARTICIPATION IN VARIOUS WORK-READY OR CAREER PREPARATION PROGRAMS. MANY OF THESE SERVICES TARGET AREAS OF HEALTH DISPARITY AND INCLUDE WORKING WITH SCHOOLS, GRASSROOTS ORGANIZATIONS, AND OTHER PARTNERS. THE NET AMOUNTS EXPENDED FOR THESE SERVICES WERE $28,279,793. 1317043458 true true false true false false false false true true true false true true false false true false false true false false false false false true true false true true true false false false false false false false false false false true true false false false true true true false false true 400 0 true 9381 true true true false false false false false false false false false X 22 21 true false false false true true true true true false false true true true true true true true true true true PA X JACQUELINE GUILFOYLE 2155038958 CONTROLLER TJUH INC601 WALNUT ST Phila PA 191060000 X ROBERT S ADELSON ESQ 3.5 X 0 0 0 ROBERT L BARCHI MD PHD 0.5 X 0 0 0 JANICE R BELLACE ESQ 4.5 X 0 0 0 DAVID R BINSWANGER 1.5 X 0 0 0 IRA BRIND ESQ 6.3 X 0 0 0 CARTER R BULLER ESQ 2.5 X 0 0 0 THOMAS COSTELLO 1.0 X 0 0 0 JACK FARBER 0.5 X 0 0 0 BRIAN HARRISON 1.0 X 0 0 0 RICHARD W HEVNER 5.3 X 0 0 0 HAROLD A HONICKMAN 1.5 X 0 0 0 HYMAN R KAHN MD 2.5 X 0 0 0 WILLIAM A LANDMAN 4.0 X 0 0 0 THOMAS J LEWIS III 40.0 X X 1214702 0 132678 DOUGLAS J MACMASTER JR 1.0 X 0 0 0 JOSEPHINE C MANDEVILLE 2.5 X 0 0 0 THOMAS B MORRIS ESQ 1.5 X 0 0 0 ALBERT P PARKER II ESQ 1.0 X 0 0 0 CARO U ROCK 2.0 X 0 0 0 MARK L TYKOCINSKI MD 1.5 X 0 0 0 ALEX WASILOV 1.0 X 0 0 0 R RICHARD WILLIAMS 3.8 X 0 0 0 DAVID P MCQUAID 40.0 X 901940 0 88134 NEIL G LUBARSKY 40.0 X 619682 0 65550 RONALD P BURD 40.0 X 574413 0 60003 STEPHEN TRANQUILLO 40.0 X 422067 0 38336 JAMES E ROBINSON 40.0 X 388059 0 36172 MARY ANN FITZPATRICK 40.0 X 386601 0 42696 REBECCA O'SHEA 40.0 X 336202 0 38495 GEORGE T RIZZUTO 40.0 X 291744 0 36636 RICHARD J WEBSTER 40.0 X 277227 0 33978 NANCY RHODES 40.0 X 254994 0 36547 ROBERT BURKHOLDER 40.0 X 223058 0 35819 ANDREW NATHANS 40.0 X 216795 0 37215 SHARON MILLINGHAUSEN 40.0 X 212274 0 34745 ELEANOR GATES 40.0 X 204404 0 34061 ROBERT DIECIDUE 40.0 X 511215 0 37895 STACEY MEADOWS 40.0 X 505259 0 47846 DANIEL TAUB 40.0 X 439371 0 32740 CARMHIEL BROWN 40.0 X 321195 0 42182 BRIAN SWIFT 40.0 X 251678 0 38990 SEAN M FITZPATRICK X 220092 0 5437 8772972 0 956155 584 true true false Deloitte Consulting LLP PO Box 7247-6447 PHILADELPHIA PA 191706447 Consulting Services 5010075 Harmelin Associates 525 Righters Ferry Road BALA CYNWYD PA 19004 Advertising Services 4459030 Physician Dialysis Acquisitions In PO Box 403008 ATLANTA GA 30384 Medical Services 2237640 Interpark Inc 200 North LaSalle Street Suite 140 CHICAGO IL 60601 Parking Services 1070442 IMA Consulting 3 Christy Drive Suite 100 CHADDS FORD PA 19317 Consulting Services 948490 41 0 120000 899455 4137340 869957 5156795 Patient Services 900099 1421221541 1421221541 Biomedical Services 811000 11254597 11254597 Tissue Typing Services 621500 740142 740142 Clinical Lab Services 621500 674535 674535 ALL OTHER PROGRAM SERVICES 621500 56714444 56580501 133943 1490605259 4553656 4553656 0 0 5500737 7967323 -2466586 -2466586 -2466586 140740718 84405 141298126 8045 -557408 76360 -481048 -481048 0 0 0 0 Loss on Interest Rate SWAP contracts 900099 -19766900 -19766900 -19766900 1477601176 1477802042 12803217 -18160878 0 226500 226500 0 0 8552881 0 8552881 0 0 468638827 428033849 39859715 745263 25640863 23410108 2197707 33048 77869561 71418502 6302654 148405 29280445 27378601 1853653 48191 0 794800 0 794800 0 405600 0 405600 0 564785 0 564785 0 0 126347 0 126347 0 4214850 0 4214850 0 9354673 9354673 0 0 26250658 23665544 2579474 5640 0 0 26744761 12892221 13811410 41130 1148035 926413 194270 27352 0 505935 290578 214160 1197 8794440 8794440 0 0 0 58423210 53446137 4977073 0 37265951 37265951 0 0 Medical Supplies 268740545 268740545 0 0 Purchased Services 232870452 211158122 20106725 1605605 M/A Tax Assessment 53874043 53874043 0 0 Bad Debt 40533357 40533357 0 0 60865818 45633874 15118704 113240 1441687337 1317043458 121874808 2769071 30196491 8979353 185031142 209396635 205308 900468 204647969 221182718 0 0 0 0 0 0 16719747 25133079 9700092 10570722 1137516208 612965148 519166378 524551060 161735534 153128552 78023234 107356149 3404171 2958445 11337619 11337619 11370557 121706904 1231538242 1397201704 213308134 240598017 0 0 3455783 2514359 204478046 197930866 0 0 0 0 30347744 27227606 0 0 219977861 371870971 671567568 840141819 X 518670542 515752762 28977864 29117980 12322268 12189143 559970674 557059885 1231538242 1397201704 X 35913839 -38824628 X false true true X true true X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false true 559886 true 4899 false false 564785 false false SCHEDULE C, PART II-B, LINE 1J TJUH PERIODICALLY ENGAGES IN LOBBYING ACTIVITIES INCLUDING DISCUSSIONS WITH POLICY MAKERS ON HEALTHCARE RELATED ISSUES IMPACTING TJUH AND THE PATIENTS AND COMMUNITIES IT SERVES. 94161561 404977 -2788358 2815145 88963035 82118580 68339 15185235 3210593 94161561 77374255 184301 6604458 2044434 82118580 100744414 167095 -20142712 3394542 77374255 0.70000 0.09000 0.21000 false false 16183468 16183468 544518301 208592707 335925594 9932357 1500025 8432332 559426883 402872416 156554467 7455199 7455199 524551060 Cash & Cash Equivalents 50425000 F Hedge Funds 29485568 F Private Equity 14426410 F Real Estate 13019171 F 107356149 DEFERRED FINANCING COSTS 1958916 DUE FROM AFFILIATED FOUNDATION 7199228 DEFERRED EXPENSE - CHILLER 3189167 DUE FROM UNCONSOLIDATED SUBS 6320186 INSURANCE RECOVERABLE 103039407 121706904 0 ACCRUED PROFESSIONAL LIABILITY 205692814 ACCRUED PENSION LIABILITY 109317127 ACCRUED WORKERS' COMPENSATION 9992523 ASSET RETIREMENT OBLIGATION 1749777 INTEREST RATE SWAP LIABILITY 33118730 DUE TO TJU - NONCURRENT 12000000 371870971 SCHEDULE D, PART V, LINE 4 TJUH'S ENDOWMENTS ARE USED IN A MANNER TO FURTHER THE CHARITABLE HEALTHCARE, EDUCATIONAL, AND RESEARCH MISSIONS OF TJUH. Europe (Including Iceland and Greenland) Investments 2741378 East Asia and the Pacific Investments 696884 South America Investments 186233 North America Investments 99770 Central America and the Caribbean Investments 59828 Middle East and North Africa Investments 19093 3803186 3803186 false false true false false false true true X true X true X 500. true true true false true true 11170827 11170827 0.00800 272488250 209508315 62979935 0.04500 283659077 209508315 74150762 0.05300 3267123 7126 3259997 0.00230 123894371 98103477 25790894 0.01840 300885555 280418529 20467026 0.01460 1320128 65000 1255128 0.00090 2695795 2695795 0.00190 432062972 378594132 53468840 0.03810 715722049 588102447 127619602 0.09110 601847 601847 0.00030 601847 601847 0.00030 true 40533357 0 269388755 321883891 -52495136 X true true Riverview Surgery Healthcare 0.51000 0.38610 Bucks County Ortho Healthcare 0.15000 0.64000 Hospital 1 1 Thomas Jefferson University Hospital

111 South 11th Street Philadelphia PA 19107

X X X X Thomas Jefferson University Hospital 1 true true 200. true 500. true X X X X true true X X X true false true X false false PART 1, LINE 6A TJUH DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. THESE CONTRIBUTIONS ARE SUMMARIZED ON THE TJUH INTERNET WEBSITE. PART 1, LINE 7G SUBSIDIZED HEALTH SERVICES INCLUDES EMERGENCY AND TRAUMA SERVICES. PART III, LINE 4 bad debt expense is the uncollectible portion of the accounts receivable, excluding contractual allowances. The calculation is comprised of two parts: one part representing the unpaid deductibles and copays for insured patients. The other part represents the unpaid balance owed by uninsured patients. PART III, LINE 8 Medicare is not treated as a community benefit. The source data was generated from THE internal cost accounting system. PART III, LINE 9B The collection policy of TJUH contains detailed guidelines for patients eligible for charity care. This includes a process to determine patient eligibility for charity care prior to the provision of care or as soon as possible thereafter. If it is determined that a patient qualifies for partial charity care, the policy requires that the patient and TJUH agree in writing as to the amount due after applying the appropriate charity care discount, and that TJUH negotiate and agree upon a reasonable payment schedule with the patient. TJUH also evaluates the ongoing ability of the patient to pay the amount due before additional collection actions are taken. NEEDS ASSESSMENT (NUMBER TWO): TJUH uses a variety of sources to assess the health care needs of our communities including: a) Public Health Management Corporation's biennial community health data base survey on a broad range of health topics including health status, access to and use of health care, personal health behaviors, health screening, health insurance status, women's health, children's health, and older adult health and social support needs; b) Philadelphia Department of Health reports; c) focus groups with Jefferson employees who reside in target communities and collaboration with community agencies and community coalitions; and d) discussions with key community stakeholders such as the health department, physicians, and school administrators. PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE (NUMBER THREE): TJUH informs and educates people through signage, its website, brochures, statement messages, and the paths program, A VENDOR- SUPPORTED SERVICE, WHICH ASSISTS PATIENTS WITH ENROLLMENT IN THE MEDICAL ASSISTANCE PROGRAM. COMMUNITY INFORMATION (NUMBER FOUR): TJUH serves a geographic area extending 60 miles from Center City Philadelphia where approximately 11 million people reside. Community benefit programs are primarily located in areas more geographically proximate to our Center City and South Philadelphia hospitals. Our community focus areas of South Philadelphia, select areas of Center City, and near North Philadelphia west of Broad Street are home to approximately 200,000 racially and ethnically diverse people with 25% of families living below the poverty level. PROMOTION OF COMMUNITY HEALTH (NUMBER FIVE): TJUH's community building activities are focused on providing opportunities for youth to explore careers in health care through health awareness education, mentoring, and internships. Additionally, Jefferson staff play leadership roles in community building organizations such as those devoted to assisting older adults and creating career opportunities for youth. The hospital also donates FUNDS to many organizations that provide social and community enhancement services in our target communities. AFFILIATED HEALTH CARE SYSTEM DESCRIPTION (NUMBER SIX): TJUH is a wholly owned subsidiary of TJUH System, Inc., which along with Main Line Health and Magee Rehabilitation Hospital, is a member of JHS. Each of the three JHS members are tax exempt organizations that directly and indirectly through their respective affiliates, promote the health of the communities they serve in Southeastern Pennsylvania, Southern New Jersey, and Delaware primarily by providing hospital, sub acute, outpatient, and physician services and by providing facilities in which students, physicians, nurses, and other health care professionals are trained in a clinical setting. The operations of TJUH include Thomas Jefferson University Hospital, the Jefferson Hospital for Neuroscience, and Methodist Hospital, all of which operate under one license number. The hospitals of TJUH provide a full range of health care services and provide training to students and health professionals in a clinical setting. JHS and its members also provide community health services such as health education, counseling and support services. A substantial amount of the services and education provided by JHS members and their affiliates are provided at no charge or in return for reimbursement below cost. COMMUNITY BENEFIT REPORT (NUMBER SEVEN): TJUH DOES NOT FILE A COMMUNITY BENEFIT REPORT AT THE STATE LEVEL. true Nursing Scholarships 7 226500 Book N/A FORM 990, SCHEDULE I, PART 1, LINE 2 ACTUAL EXPENDITURES FOR ALL APPROVED GRANTS ARE MONITORED AGAINST BUDGETED EXPENDITURES ON A MONTHLY BASIS. ANY DISCREPANCIES ARE RESEARCHED AND resolved ACCORDINGLY. X X true true false false false false false true false THOMAS J LEWIS III 819680 0 281594 0 113428 0 124979 0 7699 0 1347380 0 0 0 DAVID P MCQUAID 506903 0 331861 0 63176 0 72651 0 15483 0 990074 0 0 0 NEIL G LUBARSKY 426415 0 143467 0 49800 0 57922 0 7628 0 685232 0 0 0 RONALD P BURD 407496 0 134612 0 32305 0 53329 0 6674 0 634416 0 0 0 ROBERT DIECIDUE 388994 0 122221 0 0 0 31850 0 6045 0 549110 0 0 0 STACEY MEADOWS 336085 0 113333 0 55841 0 42291 0 5555 0 553105 0 0 0 DANIEL TAUB 292111 0 147260 0 0 0 26950 0 5790 0 472111 0 0 0 STEPHEN TRANQUILLO 301033 0 89720 0 31314 0 34401 0 3935 0 460403 0 0 0 JAMES E ROBINSON 261102 0 87758 0 39199 0 31850 0 4322 0 424231 0 0 0 MARY ANN FITZPATRICK 266192 0 97911 0 22498 0 32937 0 9759 0 429297 0 0 0 REBECCA O'SHEA 242528 0 82350 0 11324 0 31850 0 6645 0 374697 0 0 0 CARMHIEL BROWN 231485 0 79730 0 9980 0 31850 0 10332 0 363377 0 0 0 GEORGE T RIZZUTO 220229 0 53595 0 17920 0 31850 0 4786 0 328380 0 0 0 RICHARD J WEBSTER 233260 0 40092 0 3875 0 31850 0 2128 0 311205 0 0 0 NANCY RHODES 210704 0 44290 0 0 0 31850 0 4697 0 291541 0 0 0 BRIAN SWIFT 202870 0 35020 0 13788 0 31580 0 7410 0 290668 0 0 0 ROBERT BURKHOLDER 178694 0 31522 0 12842 0 28004 0 7815 0 258877 0 0 0 SEAN M FITZPATRICK 220092 0 0 0 0 0 0 0 5437 0 225529 0 0 0 ANDREW NATHANS 184203 0 32592 0 0 0 28955 0 8260 0 254010 0 0 0 SHARON MILLINGHAUSEN 181043 0 31231 0 0 0 28163 0 6582 0 247019 0 0 0 ELEANOR GATES 174226 0 30178 0 0 0 26851 0 7210 0 238465 0 0 0 SCHEDULE J, PART I, LINE 4A - SEVERANCE PAYMENT SEAN M. FITZPATRICK $225,529 SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN THOMAS J.LEWIS III $ 93,128.97 DAVID MCQUAID 40,801.29 NEIL LUBARSKY 26,072.61 Ronald Burd 21,479.19 STACEY MEADOWS 10,440.66 STEPHEN TRANQUILLO 2,551.02 MARY ANN FITZPATRICK 1,087.75 SCHEDULE J, PART I, LINE 7 - NON-FIXED PAYMENTS A PORTION OF THE COMPENSATION FOR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND THE FIVE HIGHEST COMPENSATED EMPLOYEES INCLUDES COMPENSATION that IS BASED ON THE ATTAINMENT OF PATIENT CARE, QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES, AND FINANCIAL PERFORMANCE. Hospitals & Higher Education Facility of Philadelp 231929132 717903ZF8 2003-06-30 6500000 Improve facilities; repay debt false false false 5515000 0 6500000 0 0 0 0 0 0 1287663 5212337 0 2003 true false true true false false false false 0 true true true false 0 false 0 false false X X 1 120000 appraised value X 23705 749957 market value 0 false true false FORM 990, PART VI, LINE 2 TRUSTEES ROBERT ADELSON, WILLIAM LANDMAN, RICHARD WILLIAMS, IRA BRIND, Jack Farber, and Hyman Kahn have a business relationship. This business relationship does not involve any transactions with TJUH. FORM 990, PART VI, LINE 6&7 TJUH SYSTEM IS THE SOLE MEMBER OF TJUH. THE BOARD OF TRUSTEES OF TJUH SHALL BE THOSE PERSONS WHO SERVE FROM TIME TO TIME ON THE TJUH SYSTEM BOARD. TJUH SYSTEM RECOMMENDS INDIVIDUALS FOR APPOINTMENT TO ITS BOARD OF TRUSTEES TO ITS SOLE MEMBER, JHS. JHS ELECTS MEMBERS TO THE TJUH SYSTEM BOARD OF TRUSTEES WHO AUTOMATICALLY BECOME MEMBERS OF THE TJUH inc. BOARD OF TRUSTEES. FORM 990, PART VI, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH TJUH FINANCE PERSONNEL AND IS REVIEWED INTERNALLY BY MANAGEMENT OF TJUH. IT IS THEN PRESENTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND FINAL APPROVAL BEFORE FILING. FORM 990, PART VI, LINE 12C ANNUAL CONFLICT OF INTEREST STATEMENTS ARE COMPLETED BY THE BOARD OF TRUSTEES, SENIOR MANAGEMENT, AND KEY REPRESENTATIVES OF TJUH. ALL CONFLICTS ARE REFERRED TO THE CORPORATE COMPLIANCE OFFICER FOR RESOLUTION. THE CHAIRMAN OF THE BOARD AND THE CEO OF TJUH ARE RESPONSIBLE FOR MONITORING THE CONDUCT OF AND DISCLOSURE BY KEY REPRESENTATIVES AND THEY IDENTIFY, ADDRESS, AND/OR RESOLVE ACTUAL OR POTENTIAL CONFLICTS IN CONSULTATION WITH LEGAL COUNSEL AND/OR THE CORPORATE COMPLIANCE OFFICER. IF DEEMED NECESSARY OR ADVISABLE, INDIVIDUAL CASES MAY BE REFERRED TO THE FULL BOARD OR A COMMITTEE THEREOF FOR RESOLUTION. FORM 990, PART VI, LINE 15 The process for determining compensation of the officers and key employees of TJUH uses several external market survey data providers such as Mercer, Sullivan Cotter, and Olney Associates. The salaries in the surveys are anonymous and contain several other participating organizations in Healthcare. The JHS Board hires and determines the base and incentive compensation for the CEO of TJUH. (In his role as CEO for TJUH System, Inc.). While CEOs are not officers or employees of the JHS legal entity itself, they do report to the JHS CEO. TJUH formulates market data sheets by sharing the 25th, 50th, and 75th percentiles. For compensation, TJUH targets the 50th percentile of the market. However, lower and higher percentiles may be used depending upon a candidate's depth of experience. TJUH also targets organizations such as teaching hospitals, those from Northeastern U.S.A., and those with revenue greater than one billion dollars as a gauge for determining compensation ranges. Form 990, Part VI, Section c, line 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART VII, SECTION B - INDEPENDENT CONTRACTORS TJUH and Thomas Jefferson University (TJU) have maintained a close academic affiliation. Services provided by TJU to TJUH include physician and non-physician personnel and other support services necessary to preserve and maintain the tertiary care capacity of TJUH. TJU also provides office and clinical space, as well as administrative, finance, human resources, information technology, maintenance, security, temporary staffing and other ancillary services to TJUH. Expenses charged for these services aggregated $182,993,313 for the year ended June 30, 2012. FORM 990, PART XI - OTHER CHANGES IN NET ASSETS OR FUND BALANCES NET UNREALIZED LOSSES ON INVESTMENTS $ (3,824,767) INCREASE IN PENSION LIABILITY (41,150,595) CHANGE IN NONCONTROLLING INTEREST IN JOINT VENTURE 1,087,085 RESTRICTED CONTRIBUTIONS RECEIVED 4,762,829 TEMPORARILY RESTRICTED UNREALIZED LOSSES (882,329) CHANGE IN ASSETS HELD BY AFFILIATED FOUNDATION 1,316,274 PERM. RESTRICTED UNREALIZED LOSS ON EXTERNALLY HELD TRUSTS (133,125) ------------- TOTAL $ (38,824,628) ============= Form 990, Schedule K, Part I Certain bond proceeds have been allocated to TJUH from an organization related to TJUH, namely JHS (PENNSYLVANIA ECONOMIC DEVELOPMENT FINANCING AUTHORITY SERIES 2005, HOSPITALS AND HIGHER EDUCATION FACILITIES AUTHORITY OF PHILADELPHIA SERIES 2010, AND MONTGOMERY COUNTY INDUSTRIAL Development Authority Series 2012). The liabilities for the Series 2005, 2010, AND 2012 bonds are reported on schedule K for JHS. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT S ADELSON ESQ TITLE:TRUSTEE HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ROBERT L BARCHI MD PHD TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JANICE R BELLACE ESQ TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DAVID R BINSWANGER TITLE:TRUSTEE HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:IRA BRIND ESQ TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CARTER R BULLER ESQ TITLE:TRUSTEE HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS COSTELLO TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JACK FARBER TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRIAN HARRISON TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:RICHARD W HEVNER TITLE:SECRETARY/TREASURER HOURS:6 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HAROLD A HONICKMAN TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:HYMAN R KAHN MD TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:WILLIAM A LANDMAN TITLE:CHAIRMAN HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS J LEWIS III TITLE:PRES, CEO & TRUSTEE TJUH,INC HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:DOUGLAS J MACMASTER JR TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JOSEPHINE C MANDEVILLE TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:THOMAS B MORRIS ESQ TITLE:TRUSTEE HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ALBERT P PARKER II ESQ TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:CARO U ROCK TITLE:TRUSTEE HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MARK L TYKOCINSKI MD TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ALEX WASILOV TITLE:TRUSTEE HOURS:1 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:R RICHARD WILLIAMS TITLE:VICE CHAIRMAN HOURS:2 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:NEIL G LUBARSKY TITLE:SENIOR VP;CFO;ASST TREASURER HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:JAMES E ROBINSON TITLE:SR VP AND CAO-METHODIST HOSP HOURS:3 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:GEORGE T RIZZUTO TITLE:VP FINANCE METHODIST HOURS:14 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:STACEY MEADOWS TITLE:S.VP;GENERAL COUNSEL;ASST SEC HOURS:10 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:BRIAN SWIFT TITLE:VP CHIEF OF PHARMACY HOURS:8 TJUH System Inc 111 South 11th Street Philadelphia PA 19107 263026795 Healthcare PA 501(c)(3) 11, II JHS false 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