2012-05-14T14:44:09-05:00 2011-06-30 PricewaterhouseCoopers LLP 2001 MARKET ST SUITE 1700 PHILADELPHIA PA 19103 990 2010-07-01 232422635 PENN CENTER FOR REHAB AND CARE PENN 2156624868 3609 CHESTNUT STREET PHILADELPHIA PA 191042612 MICHELE VOLPE 2012-05-10 2673303000 2010 2016-02-24 21:20:13Z MICHELE VOLPE 3609 CHESTNUT STREET PHILADELPHIA PA 191042612 9466665 false X www.uphs.upenn.edu X 1986 PA PROVISION OF CHARITABLE SKILLED NURSING CARE REHABILITATION SERVICES AND LONG-TERM RESIDENTIAL CARE SERVICES FOR THE ELDERLY 8 1 203 15 0 0 0 0 8868691 9165170 0 0 344659 301495 9213350 9466665 0 0 0 0 6213674 6296719 0 0 0 2969302 3056220 9182976 9352939 30374 113726 5561167 6576481 6660669 7562257 -1099502 -985776 X PROVISION OF CHARITABLE SKILLED NURSING CARE REHABILITATION SERVICES AND LONG-TERM RESIDENTIAL CARE SERVICES FOR THE ELDERLY false false 7641351 0 9455710 PENN CENTER FOR REHAB AND CARE ("PCRC") IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS"). PCRC PROVIDES SKILLED NURSING CARE REHABILITATION SERVICES AND LONG-TERM RESIDENTIAL CARE SERVICES FOR THE ELDERLY IN A 124-BED FACILITY. IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS (WHICH INCLUDES THE HUP & CPUP DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA, AS WELL AS CERTAIN AFFILIATES OF THE UNIVERSITY) ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS maintains records to identify and monitor levels of charity care provided, including the amount of payment forgone, based on established rates, for services and supplies furnished under its charity care policy. UPHS also provides care to patients who do not have health insurance or meet the criteria to qualify for its charity care policy, and certain amounts charged for such services are deemed to be uncollectible. 7641351 true false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true false false false false true X 0 0 true 203 true false false false false false false false false false false false false false X 8 1 false false false false false false false true true false false true true true true true true true true false PA X ANTHONY ZUMPANO 2156628810 3001 MARKET STREET SUITE 320 PHILADELPHIA PA 19104 X MICHELE M VOLPE 5.0 X X 0 581064 59511 MICHAEL BECKER BSN MSN PhD 1.0 X 0 228490 20263 ANTHONY ZUMPANO 10.0 X X 0 197570 11003 ANA PUJOLS-MCKEE 1.0 X 0 354827 2808 KELLY COOKE 1.0 X 0 0 0 KEVIN M FOSNOCHT MD 1.0 X 0 0 0 MIRIAM KEELEY 1.0 X 0 37878 1881 CARMELA MANTIS 1.0 X 0 111619 11231 0 1511448 106697 0 false true false SODEXO PO BOX 360170 PITTSBURG PA 152516170 DIETARY SERVICES 1005113 GOOD SHEPARD PENN PARTNERS 850 S 5TH STREET ALLENTOWN PA 18103 THERAPY SERVICES 647688 HEALTH CARE SERVICES 3220 TILMAN DR GLENVIEW CTR STE 3 BENSALEM PA 19020 HOUSE KEEPING 422471 3 0 PATIENT REVENUE 900099 9165170 9165170 9165170 0 0 0 10955 10955 10955 10955 0 0 0 0 NURSING HOME REVENUE 900099 290343 290343 MISCELLANEOUS REVENUE 900099 197 197 290540 9466665 9455710 0 10955 0 0 0 0 0 0 4926698 4025112 901586 0 0 1043483 852526 190957 0 326538 266782 59756 0 0 -5000 -4085 -915 0 0 0 0 0 1084893 886357 198536 0 6178 5047 1131 0 1189058 971460 217598 0 5586 4564 1022 0 0 269459 220148 49311 0 1033 844 189 0 0 4709 3847 862 0 0 0 130246 106411 23835 0 26418 21584 4834 0 MISCELLANEOUS 198353 162054 36299 0 REPAIRS AND MAINTENANCE 131444 107390 24054 0 DUES & LICENSES 41731 34094 7637 0 TAXES & ASSESSMENTS 1112 909 203 0 BAD DEBT -29000 -23693 -5307 0 9352939 7641351 1711588 0 1545233 3284959 1441582 856989 28808 21967 58438 42373 5005043 2634850 2487106 2370193 5561167 6576481 3848809 3832218 2811860 3730039 6660669 7562257 X -1099502 -985776 -1099502 -985776 5561167 6576481 113726 X false true true X false X 18125 0 18125 29906 0 29906 4957012 2634850 2322162 2370193 0 DUE TO AFFILIATES 3730039 3730039 DETAIL OF DUE TO AFFILIATES SCHEDULE D, PART X THE DUE TO AFFILIATES ACCOUNT INCLUDES AMOUNTS OWED TO THE UNIVERSITY OF PENNSYLVANIA, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN AFFILIATES. X X X X X false false false false false false false false false MICHELE M VOLPE 0 359072 0 155313 0 66679 0 53249 0 6262 0 640575 0 0 MICHAEL BECKER BSN MSN PhD 0 184720 0 43561 0 209 0 0 0 20263 0 248753 0 0 ANTHONY ZUMPANO 0 176747 0 20168 0 655 0 0 0 11003 0 208573 0 0 ANA PUJOLS-MCKEE 0 271267 0 69841 0 13719 0 0 0 2808 0 357635 0 0 SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION FORM 990, SCHEDULE J, LINE 4B CERTAIN 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: VOLPE, MICHELE SUPPLEMENTAL DISCLOSURES FORMS 1099 FORM 990, PART V, LINE 1A THIS 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 PROCESS FORM 990, PART VI, SECTION B, LINE 11A INFORMATION 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 2010 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS FILED WITH THE IRS. A COPY OF THE 2010 FORM 990 WAS ALSO MADE AVAILABLE TO EACH BOARD MEMBER. ---------------------------------------------------------- CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION B, LINE 12C THIS 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 APPROVAL FORM 990, PART VI, SECTION B, LINE 15 THIS 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 DISCLOSURE FORM 990, PART VI, SECTION C, LINE 19 OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ----------------------------------------------------------- INAPPLICABILITY OF SCHEDULE H FORM 990, SCHEDULE A, PART I, LINE 3 ALTHOUGH THIS ORGANIZATION RECEIVES ITS PUBLIC CHARITY STATUS AS A HOSPITAL, IT IS NOT REQUIRED TO FILE FORM 990, SCHEDULE H, AS THE ORGANIZATION IS NOT A LICENSED HOSPITAL. HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHELE M VOLPE TITLE:BOARD MEMBER,SR. EXEC DIRECTOR HOURS:41 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:MICHAEL BECKER, BSN MSN PhD TITLE:BOARD MEMBER HOURS:40 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANTHONY ZUMPANO TITLE:CONTROLLER & SECRETARY HOURS:30 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:ANA PUJOLS-MCKEE TITLE:BOARD MEMBER HOURS:42 HOURS DEVOTED FOR RELATED ORGANIZATION FORM 990 PART VII NAME:KEVIN M. FOSNOCHT, MD TITLE:BOARD MEMBER HOURS:9 ABRAMSON INSTITUTE 1086 PENLLYN BLUE BELL PIKE BLUE BELL PA 19422 232929823 MED RESEARCH PA 501(C)(3) 4 NA false CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232729852 HEALTHCARE PA 501(C)(3) 9 TRUSTEES false UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA PA 19104 236299508 FAC. 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