TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN 23-1352685)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-11
- IRS object ID
- 201141319349302229
- Schema version
- 2009v1.7
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule E
- Schedule F
- Schedule G
- Schedule H
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-11T15:35:05-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PricewaterhouseCoopers LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2001 MARKET ST SUITE 1700 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352685 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TRUS | NameControl |
| Phone | 2158988967 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 WALNUT STREET | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191046284 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | STEVE GOLDING | Name |
| Title | VICE PRESIDENT, FINANCE | Title |
| Date Signed | 2011-05-06 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2673303000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | STEPHEN GOLDING | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3451 WALNUT STREET | AddressLine1 |
| City | PHILADLEPHIA | City |
| State | PA | State |
| ZIP Code | 19104 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 9279906917 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | WWW.UPENN.EDU | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1740 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 56 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 54 | NbrIndependentVotingMembers |
| Total Nbr Employees | 43044 | TotalNbrEmployees |
| Total Nbr Volunteers | 11954 | TotalNbrVolunteers |
| Total Gross UBI | 16734769 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | -17573231 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 1027875000 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 1131214000 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 3133837126 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 3319325582 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 9473000 | InvestmentIncomePriorYear |
| Investment Income Current Year | 173664000 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 17593874 | OtherRevenuePriorYear |
| Other Revenue Current Year | 5480418 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 4188779000 | TotalRevenuePriorYear |
| Total Revenue Current Year | 4629684000 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 270986687 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 353453292 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 2352690001 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 2416751999 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 784369 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 729114 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 69673464 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 1540129943 | OtherExpensePriorYear |
| Other Expenses Current Year | 1623157595 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 4164591000 | TotalExpensesPriorYear |
| Total Expenses Current Year | 4394092000 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 24188000 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 235592000 | RevenuesLessExpensesCY |
| Total Assets BOY | 10293476000 | TotalAssetsBOY |
| Total Assets EOY | 11193816000 | TotalAssetsEOY |
| Total Liabilities BOY | 3303392000 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 3608232000 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 6990084000 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7585584000 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") SEES ITSELF AS HAVING A PUBLIC SERVICE MISSION. IN SUCH REGARD, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 2277296219 | Expense |
| Grants | 288473244 | Grants |
| Revenue | 1271990231 | Revenue |
| Description | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("PENN" OR "UNIVERSITY") IS ONE OF THE OLDEST UNIVERSITIES IN THE UNITED STATES - IT TRACES ITS ORIGINS BACK TO A CHARITY SCHOOL FOUNDED IN 1740. IT WAS CHARTERED AS A COLLEGE IN 1755, AND ON MAY 17, 1757, THE UNIVERSITY HELD ITS FIRST COMMENCEMENT AND GRADUATED A CLASS OF SEVEN STUDENTS. FROM THESE EARLY AND MODEST BEGINNINGS, PENN HAS GROWN INTO ONE OF THE LEADING RESEARCH AND EDUCATIONAL INSTITUTIONS IN THE UNITED STATES AND IN THE WORLD. THE UNIVERSITY SEES ITSELF AS HAVING A PUBLIC SERVICE MISSION. IN SUCH REGARD, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY IN PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. THE UNIVERSITY IS HOME TO THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY, THE INSTITUTE FOR CONTEMPORARY ART AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, ALL OF WHICH CONTRIBUTE VITALLY TO ENRICHING THE CULTURAL LIFE OF PHILADELPHIA. IN ADDITION, THE UNIVERSITY IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS ITS HOME. I. EDUCATION THE QUALITY AND DIVERSITY OF THE STUDENT BODY ADD TO THE RIGOR AND UNIQUENESS OF A PENN EDUCATION. THE UNDERGRADUATE CLASS OF 2014 WAS HIGHLY SELECTIVE. OUT OF A TOTAL OF 26,941 APPLICANTS, JUST 3,841 - 14.3 PERCENT - WERE ACCEPTED. PENN IS ALSO STEADFASTLY COMMITTED TO MAINTAINING A DIVERSE STUDENT BODY. IT FIRMLY BELIEVES THAT A DIVERSE STUDENT BODY BRINGS WITH IT A VARIETY OF LIFE EXPERIENCES, RESEARCH INTERESTS, AND WORLDVIEWS. IN KEEPING WITH THIS OBJECTIVE, 40.8 PERCENT OF THE STUDENTS WHO MAKE UP THE CLASS OF 2014 ARE OF AFRICAN-AMERICAN, ASIAN, HISPANIC, OR NATIVE AMERICAN ORIGINS. THE UNIVERSITY IS CONSISTENTLY RECOGNIZED FOR HAVING SOME OF THE MOST DISTINGUISHED ACADEMIC PROGRAMS IN THE NATION. ACCORDING TO THE 2010 U.S. NEWS & WORLD REPORT OF GRADUATE SCHOOL RANKINGS, PENN'S GRADUATE PROGRAM IN MEDICINE IS RANKED SECOND, WHILE BUSINESS IS RANKED AMONG THE TOP FOUR. STRENGTHENING THE UNDERGRADUATE FINANCIAL AID PROGRAM HAS INCREASED ACCESS FOR THE MOST TALENTED STUDENTS REGARDLESS OF THEIR SOCIOECONOMIC BACKGROUND. STARTING IN SEPTEMBER 2009, ALL UNDERGRADUATE STUDENTS ELIGIBLE FOR FINANCIAL AID - CURRENTLY 40% OF THE UNDERGRADUATE ENROLLMENT - RECEIVED LOAN-FREE AID PACKAGES. II. RESEARCH ONE MEASURE OF THE EXCELLENCE OF THE RESEARCH AND ACADEMIC STUDIES CONDUCTED AT PENN IS THE AWARDS CONFERRED ON PENN FACULTY. THE FACULTY, ACTIVE AND EMERITUS, INCLUDES 77 MEMBERS OF THE ACADEMY OF ARTS AND SCIENCES, 73 MEMBERS OF THE INSTITUTE OF MEDICINE, 38 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES, 28 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 175 RECIPIENTS OF GUGGENHEIM FELLOWSHIPS, AND 9 MEMBERS OF THE NATIONAL ACADEMY OF ENGINEERING. OVER THE PAST TWO DECADES, PENN HAS BEEN HOME TO 7 RECIPIENTS OF THE MACARTHUR AWARD, 6 NATIONAL MEDAL OF SCIENCE RECIPIENTS, 5 RECIPIENTS OF THE NOBEL PRIZE, AND 5 PULITZER PRIZE WINNERS. WITH 165 RESEARCH CENTERS AND INSTITUTES, RESEARCH IS A SUBSTANTIAL AND ESTEEMED ENTERPRISE AT PENN. AS OF JUNE 30, 2010, THE RESEARCH COMMUNITY INCLUDES OVER 4,000 FACULTY AND OVER 1,100 POSTDOCTORAL FELLOWS, OVER 5,400 ACADEMIC SUPPORT STAFF AND GRADUATE STUDENT TRAINEES, AND A RESEARCH BUDGET THAT MAKES PENN A NATIONALLY-RANKED RESEARCH UNIVERSITY. III. PUBLIC SERVICE MISSION THE MISSION OF SERVING THE PUBLIC IS EXEMPLIFIED BY NUMEROUS PROGRAMS AT PENN. FOR 12 YEARS, THE SCHOOL OF NURSING'S LIFE PROGRAM HAS PROVIDED NURSING, MEDICAL, AND REHABILITATIVE CARE THAT ENABLES MORE THAN 350 LOCAL SENIORS TO LIVE INDEPENDENTLY. THE SCHOOL OF VETERINARY MEDICINE STUDENTS ROUTINELY TAKE COMPANION DOGS TO VISIT GUESTS AT THE PHILADELPHIA RONALD MCDONALD HOUSE TO COMFORT SICK CHILDREN AND THEIR FAMILIES SEEKING MEDICAL TREATMENT AT WEST PHILADELPHIA AREA HOSPITALS. THE SAYRE HEALTH CENTER PROVIDES CLINICAL SERVICES TO RESIDENTS OF THE WEST PHILADELPHIA COMMMUNITY AND EDUCTIONAL OPPORTUNITIES FOR HIGH SCHOOL, UNDERGRADUATE, AND GRADUATE STUDENTS. THE AGATSTON URBAN NUTRITION INITIATIVE (AUNI) WORKS TO IMPROVE COMMUNITY NUTRITION AND HEALTH PARTICULARLY IN THE AREAS OF OBESITY, POOR NUTRITION, AND RELATED DISEASES SUCH AS DIABETES, BY DEVELOPING AND IMPLEMENTING A COMPREHENSIVE SET OF ACTIVITIES IN TARGETED NEIGHBORHOODS. WITH THE ACQUISITION OF THE 24-ACRE POSTAL LANDS AND PROPERTIES, THE UNIVERSITY IS MOVING FORWARD WITH PLANS TO CREATE A NEW NEIGHBORHOOD TO ITS EAST THAT WILL BOOST THE ECONOMIC, EDUCATIONAL, AND SOCIAL CAPACITY OF THE ENTIRE CITY AND REGION. OVER THE NEXT FEW DECADES, PENN WILL BEGIN CONVERTING SURFACE LOTS AND BUILDINGS INTO BEAUTIFUL PARKS AND RECREATIONAL FACILITIES, NEW SHOPS AND RESTAURANTS, LIVELY ARTS VENUES, GLEAMING BUILDINGS FOR TEACHING, RESEARCH, AND TECHNOLOGY TRANSFER, AND INVITING GATEWAYS ALONG THE SCHUYLKILL THAT WILL BETTER CONNECT THE UNIVERSITY AND WEST PHILADELPHIA TO CENTER CITY. BY DRAMATICALLY BOOSTING THE CAPACITY AND IMPACT OF TEACHING AND RESEARCH AT PENN, THIS UNPRECEDENTED CAMPUS EXPANSION WILL POSITION THE CITY AND REGION FOR NATIONAL LEADERSHIP IN THE KNOWLEDGE ECONOMY. THROUGH ITS CULTURAL INSTITUTIONS, THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ANTHROPOLOGY AND ARCHAEOLOGY, THE INSTITUTE OF CONTEMPORARY ART, AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, PENN OFFERS CULTURAL ENRICHMENT AND EDUCATION TO THE ENTIRE REGION, WITH EXHIBITS, PROGRAMS AND EVENTS THAT SPAN THE ENTIRE RANGE OF HUMAN HISTORY AND EVENTS. PENN HAS CALLED WEST PHILADELPHIA HOME SINCE 1874. PENN IS COMMITTED TO MAKING WEST PHILADELPHIA A MORE ATTRACTIVE PLACE TO LIVE AND WORK BY PURCHASING GOODS AND SERVICES FROM LOCAL BUSINESSES, HIRING LOCAL RESIDENTS AND ENCOURAGING FACULTY AND STAFF TO RELOCATE TO THE AREA. THE INITIATIVES HAVE ENCOURAGED RETAIL DEVELOPMENT, IMPROVED SAFETY AND SECURITY AND IMPROVED PUBLIC EDUCATION THROUGH PARTNERSHIPS WITH EXISTING PUBLIC SCHOOLS AND AN INSTITUTIONAL INVESTMENT IN A NEW PUBLIC ELEMENTARY SCHOOL NEAR THE CAMPUS. PENN'S ACADEMIC PHILOSOPHY EMPHASIZES SERVICE AS ESSENTIAL TO LEARNING. PENN'S NETTER CENTER FOR COMMUNITY SERVICE IS A MODEL OF COMMUNITY SERVICE AND HAS HELPED DEVELOP UNIVERSITY-ASSISTED COMMUNITY SCHOOLS, WHERE PENN STUDENTS AND FACULTY PROVIDE INSTRUCTION, SUPPORT AND PARTNERSHIP TO LOCAL SCHOOLS BY EDUCATING, EMPOWERING, AND SERVING ALL MEMBERS OF THE COMMUNITY IN WHICH THE SCHOOL IS LOCATED. AT THE SAME TIME, BY WORKING WITH COMMUNITY MEMBERS TO CREATE AND SUSTAIN UNIVERSITY-ASSISTED COMMUNITY SCHOOLS, PENN ADVANCES ITS TEACHING, RESEARCH, AND SERVICE MISSIONS AND THE CIVIC DEVELOPMENT OF ITS STUDENTS. LAST YEAR ALONE, THE NETTER CENTER INVOLVED MORE THAN 230 STUDENT VOLUNTEERS AND 175 WORK-STUDY STUDENTS IN SERVICE TO MORE THAN 4,000 YOUTH AND THEIR FAMILIES. NEARLY 2,000 PENN STUDENTS AND FACULTY PERFORMED MORE THAN 50,000 HOURS OF SERVICE, AND THE CENTER WAS CREDITED WITH VISIBLE IMPROVEMENTS IN ACADEMIC PERFORMANCE, ATTENDANCE AND STUDENT AND PARENTAL INVOLVEMENT AT THE COMMUNITY SCHOOLS. APPROXIMATELY 12,000 UNIVERSITY STUDENTS, FACULTY AND STAFF PARTICIPATE IN MORE THAN 300 PENN VOLUNTEER AND COMMUNITY SERVICE PROGRAMS, AS WELL AS THE MORE THAN 160 ACADEMICALLY BASED COMMUNITY SERVICE COURSES THAT PENN OFFERS. COMMUNITY SERVICE AT PENN IS ALSO COORDINATED BY CIVIC HOUSE (STUDENT VOLUNTEERISM AND ADVOCACY), FOX LEADERSHIP) AND PENN VIPS (VOLUNTEERS IN PUBLIC SERVICE-FACULTY AND STAFF VOLUNTEERS), WHICH IS A PART OF THE NETTER CENTER. | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 1566451020 | Expense |
| Grants | 0 | Grants |
| Revenue | 2030497000 | Revenue |
| Description | IV. PATIENT CARE THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP), THE FLAGSHIP OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S THREE HOSPITALS, WAS ESTABLISHED IN 1874 AS A TEACHING HOSPITAL TO COMPLEMENT THE MEDICAL EDUCATION RECEIVED BY STUDENTS AT THE UNIVERSITY OF PENNSYLVANIA MEDICAL SCHOOL. IT HAS 18 CLINICAL DEPARTMENTS AND PROVIDES TRAINING IN MORE THAN 40 CLINICAL SPECIALTIES. MAJOR AREAS OF INVESTIGATION INCLUDE HEART DISEASE, CANCER, AND DISEASES OF AGING INCLUDING ALZHEIMER'S DISEASE, WOMEN'S HEALTH, DIABETES AND OBESITY. IN RECOGNITION OF THE OUTSTANDING PATIENT CARE PROVIDED AT THE HOSPITAL, HUP WAS NAMED TO THE U.S. NEWS AND WORLD REPORT HONOR ROLL OF TOP 10 HOSPITALS IN 2010. THE HEALTH SYSTEM, WITH 1,626 LICENSED HOSPITAL BEDS, IS A VALUED HEALTH-CARE RESOURCE, ESPECIALLY TO PEOPLE RESIDING IN THE GREATER PHILADELPHIA AREA. DURING THE COURSE OF A YEAR, IT ADMITS MORE THAN 80,000 PATIENTS AND ACCOUNTS FOR APPROXIMATELY 2 MILLION OUTPATIENT VISITS, MORE THAN 128,000 EMERGENCY ROOM VISITS AND NEARLY 9,000 BIRTHS. HUP IS THE ONLY HOSPITAL IN THIS AREA THAT PERFORMS TRANSPLANTS OF ALL MAJOR ORGANS. IN KEEPING WITH ITS CHARITABLE PURPOSE, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") (WHICH INCLUDES THE HUP AND CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA (CPUP) DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA), AS WELL AS CERTAIN AFFILIATES, ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS 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. 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. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE THEY PROVIDE. THESE RECORDS INCLUDE THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. DURING THE YEAR ENDED JUNE 30, 2010, UPHS PROVIDED UNCOMPENSATED CARE, COMPRISED OF CHARITY CARE AND THE PROVISION FOR BAD DEBTS, TOTALING $185,584,000 AND $169,322,000 FOR 2010 AND 2009, RESPECTIVELY. ADDITIONALLY, THE COSTS OF PROVIDING SERVICES TO ELIGIBLE WELFARE RECIPIENTS, WHO PARTICIPATED IN THE PENNSYLVANIA MEDICAL ASSISTANCE AND LOCAL MANAGED MEDICAID PROGRAMS EXCEEDED REIMBURSEMENT BY $101,447,000 AND $96,498,000 and $96,295,000 in 2010 AND 2009, RESPECTIVELY. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE AND IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM OPERATES EMERGENCY ROOMS OPEN TO THE PUBLIC 24 HOURS A DAY, 7 DAYS A WEEK; MAINTAINS RESEARCH FACILITIES FOR THE STUDY OF DISEASE AND INJURIES; PROVIDES FACILITIES FOR TEACHING AND TRAINING VARIOUS STUDENTS AND MEDICAL PERSONNEL; FACILITATES THE ADVANCEMENT OF MEDICAL AND SURGICAL EDUCATION; AND PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS PROVIDING BASIC MEDICAL CARE FOR THE HOMELESS, TREATING OF CHRONIC DISEASE FOR LOW-INCOME RESIDENTS, AND PROVIDING WOMEN'S HEALTH SERVICES TO UNINSURED AND LOW-INCOME WOMEN OF ALL AGES; 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 AND SPEECHES. ITS PUBLIC EDUCATION FUNCTION IS ALSO CONDUCTED BY REGULARLY PROVIDING HEALTH-RELATED INFORMATION TO PRINT, ELECTRONIC, AND INTERNET MEDIA FOR BROAD PUBLIC DISSEMINATION. IN ADDITION, EDUCATIONAL PROGRAMS IN AREA HIGH SCHOOLS FAMILIARIZE AND PREPARE YOUNG PEOPLE FOR CAREERS IN THE HEALTH CARE ARENA. AS A SERVICE TO THE COMMUNITY, UPHS ALSO LINKS ELIGIBLE PATIENTS WITH APPROPRIATE SUBSIDIZED HEALTH CARE AND FINANCIAL AID RESOURCES INCLUDING PATIENTS FROM THE CITY'S DISTRICT HEALTH CENTERS WHO REQUIRE SPECIALIZED CARE NOT AVAILABLE IN THE COMMUNITY SETTING. UPHS FACULTY ALSO VOLUNTEER THEIR EXPERTISE TO NUMEROUS PUBLIC HEALTH COMMITTEES AND AGENCIES AT THE COMMUNITY, STATE AND NATIONAL LEVEL, AS WELL AS PROFESSIONAL ORGANIZATIONS RESPONSIBLE FOR SETTING BEST-PRACTICE GUIDELINES. FACULTY ALSO PROVIDE PROFESSIONAL GUIDANCE AND COUNSEL TO PATIENT ADVOCACY ORGANIZATIONS THROUGHOUT THE AREA. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 3843747239 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | true | LobbyingActivities |
| Donor Advised Funds | true | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | true | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | true | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | true | School |
| Foreign Office | true | ForeignOffice |
| Foreign Activities | true | ForeignActivities |
| More Than5000 K To Organizations | true | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | true | MoreThan5000KToIndividuals |
| Professional Fundraising | true | ProfessionalFundraising |
| Fundraising Activities | true | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | true | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | true | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | true | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | true | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | true | DeductibleNonCashContributions |
| Deductible Contributions Of Art | true | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | true | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 5453 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 43044 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | true | ForeignFinancialAccount |
| Name Of Foreign Country | IN | NameOfForeignCountry |
| Name Of Foreign Country | SF | NameOfForeignCountry |
| Name Of Foreign Country | MX | NameOfForeignCountry |
| Name Of Foreign Country | FR | NameOfForeignCountry |
| Name Of Foreign Country | SP | NameOfForeignCountry |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Name Of Foreign Country | JA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | true | QuidProQuoContributions |
| Quid Pro Quo Disclosure | true | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Excess Business Holdings | false | ExcessBusinessHoldings |
| Taxable Distributions | false | TaxableDistributions |
| Distribution To Donor | false | DistributionToDonor |
| Nbr Voting Governing Body Members | 56 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 54 | NumberIndependentVotingMembers |
| Family Or Business Relationship | false | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | true | InvestmentInJointVenture |
| Written Policy Or Procedure | true | WrittenPolicyOrProcedure |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | FL | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Other Website | X | OtherWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | LESLIE KRUHLY SECRETARY | NamePerson |
| Telephone Number | 2158987005 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 211 COLLEGE HALL | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 191046303 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (103 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| SCOTT L BOK ESQ | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| JUDY BOLLINGER | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DAVID BRUSH | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| GILBERT F CASELLAS ESQ | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| SUSAN W CATHERWOOD | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DR RAYMOND KF CH'IEN GBSCBEJP | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DR WILLIAM WM CHEUNG DMD | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| L JOHN CLARK | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DAVID L COHEN ESQ | ||||||||
| CHAIR | 5.0 | X | 0 | 0 | 0 | X | ||
| PAMELA DALEY ESQ | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| SUSAN F DANILOW ESQ | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| LEE SPELMAN DOTY | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| WILLIAM P EGAN II | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DAVID ERTEL | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| JAY S FISHMAN | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| SARAH FULLER | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ROBERT A GLEASON JR | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| PERRY GOLKIN ESQ | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| JOEL M GREENBLATT | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| JAMES H GREENE JR | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| VAHAN H GUREGHIAN | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DR AMY GUTMANN | ||||||||
| PRESIDENT, EX-OFFICIO TRUSTEE | 40.0 | X | 921145 | 0 | 399895 | X | ||
| JANET F HAAS MD | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ANDREW R HEYER | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ROBERT KAPITO | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| MICHAEL J KOWALSKI | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ANDREA LAPORTE | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| WILLIAM P LAUDER | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| PAUL S LEVY ESQ | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ROBERT M LEVY | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| M CLAIRE LOMAX ESQ | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| HOWARD S MARKS | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DR DEBORAH MARROW | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| EDWARD J MATHIAS | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| MARC F MCMORRIS | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ANDREA MITCHELL | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| MARSHALL H MITCHELL | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DANIEL S OCH | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| SIMON D PALLEY | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| RONALD O PERELMAN | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| EGBERT LJ PERRY | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| RICHARD C PERRY | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| JULIE BEREN PLATT | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ANDREW S RACHLEFF | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| HON EDWARD RENDELL | ||||||||
| EX-OFFICIO TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| JAMES S RIEPE | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| KATHERINE STEIN SACHS | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| MARIE A SAVARD MD | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| JOHN P SHOEMAKER | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DAVID M SILFEN | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| DR KRISHNA P SINGH | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| SUSAN C TAYLOR MD | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ROBERT I TOLL ESQ | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| CAROL ELIZABETH WARE | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| GEORGE A WEISS | ||||||||
| VICE CHAIR | 5.0 | X | 0 | 0 | 0 | X | ||
| MARK O WINKELMAN | ||||||||
| TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ROBERT S BLANK ESQ | ||||||||
| TRUSTEE EMERITUS | 3.0 | X | 0 | 0 | 0 | |||
| PAUL K KELLY | ||||||||
| TRUSTEE EMERITUS | 3.0 | X | 0 | 0 | 0 | |||
| WILLIAM L MACK | ||||||||
| TRUSTEE EMERITUS | 3.0 | X | 0 | 0 | 0 | |||
| JAMES D DUNNING JR | ||||||||
| FORMER TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| LAURIE J LANDEAU VMD | ||||||||
| FORMER TRUSTEE | 3.0 | X | 0 | 0 | 0 | |||
| ROBIN BECK | ||||||||
| VICE PRESIDENT ISC | 40.0 | 408049 | 0 | 39733 | X | |||
| CRAIG CARNAROLI | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.0 | 692638 | 0 | 71608 | X | |||
| JEFFREY COOPER | ||||||||
| VP GOVT & COMMUNITY RELATIONS | 40.0 | 294460 | 0 | 43600 | X | |||
| LORI DOYLE | ||||||||
| VP COMMUNICATIONS | 40.0 | 270406 | 0 | 61140 | X | |||
| BONNIE GIBSON | ||||||||
| VP BUDGET AND MGMT ANALYSIS | 40.0 | 287549 | 0 | 35916 | X | |||
| STEPHEN GOLDING | ||||||||
| VP FINANCE AND TREASURER | 40.0 | 336912 | 0 | 38927 | X | |||
| JACK HEUER | ||||||||
| VP HUMAN RESOURCES | 40.0 | 323790 | 0 | 34842 | X | |||
| JOHN HORN | ||||||||
| COMPTROLLER | 40.0 | 226949 | 0 | 67255 | X | |||
| LESLIE KRUHLY | ||||||||
| VP AND SECRETARY | 40.0 | 233754 | 0 | 67911 | X | |||
| JOANN MITCHELL | ||||||||
| VP INSTITUTIONAL AFFAIRS | 40.0 | 295092 | 0 | 37689 | X | |||
| ANNE PAPAGEORGE | ||||||||
| VP FACILITIES AND REAL ESTATE | 40.0 | 328516 | 0 | 37943 | X | |||
| GREGORY ROST | ||||||||
| VP AND CHIEF OF STAFF | 40.0 | 363815 | 0 | 52379 | X | |||
| ARTHUR RUBENSTEIN | ||||||||
| VP AND DEAN OF MEDICAL SCHOOL | 40.0 | 2445237 | 0 | 47032 | X | |||
| MAUREEN RUSH | ||||||||
| VP PUBLIC SAFETY | 40.0 | 259024 | 0 | 39896 | X | |||
| WENDY WHITE | ||||||||
| SENIOR VP AND GENERAL COUNSEL | 40.0 | 510389 | 0 | 59076 | X | |||
| MARIE WITT | ||||||||
| VP BUSINESS SERVICES | 40.0 | 277448 | 0 | 54217 | X | |||
| JOHN ZELLER | ||||||||
| VP DEVELOPMENT & ALUMNI RELS. | 40.0 | 533008 | 0 | 79515 | X | |||
| VINCENT PRICE | ||||||||
| PROVOST | 40.0 | 448165 | 0 | 53648 | X | |||
| ANDREW BINNS | ||||||||
| ASSOCIATE PROVOST | 40.0 | 307538 | 0 | 38320 | X | |||
| PATRICK BRENNAN | ||||||||
| SR VP AND CHIEF MEDICAL OFFCR | 40.0 | 558657 | 0 | 50982 | X | |||
| REBECCA V BUSHNELL | ||||||||
| DEAN OF SAS | 40.0 | 343138 | 0 | 63680 | X | |||
| MICHAEL DANDORPH | ||||||||
| SR VP BUSINESS DEVELOPMENT | 40.0 | 749324 | 0 | 92193 | X | |||
| PETER DEGNAN | ||||||||
| SENIOR ASSOCIATE DEAN | 40.0 | 260352 | 0 | 35963 | X | |||
| STEVEN J FLUHARTY | ||||||||
| VICE PROVOST FOR RESEARCH | 40.0 | 363918 | 0 | 26206 | X | |||
| GLEN N GAULTON | ||||||||
| VICE DEAN, SCHOOL OF MEDICINE | 40.0 | 690278 | 0 | 77622 | X | |||
| KRISTIN GILBERTSON | ||||||||
| CHIEF INVESTMENT OFFICER | 40.0 | 1061431 | 0 | 214960 | X | |||
| ELIZABETH JOHNSTON | ||||||||
| EXECUTIVE DIRECTOR CPUP | 40.0 | 790067 | 0 | 106935 | X | |||
| KEITH KASPER | ||||||||
| CFO, UPHS | 40.0 | 698921 | 0 | 97368 | X | |||
| DAVID KENNEDY | ||||||||
| SR VP, VICE DEAN, PROF SRVCS | 40.0 | 1001557 | 0 | 43021 | X | |||
| CHRISTOPHER KOPS | ||||||||
| VICE DEAN, ADMINISTRATION SOM | 40.0 | 413805 | 0 | 46018 | X | |||
| KEVIN MAHONEY | ||||||||
| SENIOR VP, CHIEF ADMIN OFFICER | 40.0 | 812949 | 0 | 115137 | X | |||
| GAIL MORRISON | ||||||||
| VICE DEAN, EDUCATION SOM | 40.0 | 578826 | 0 | 39167 | X | |||
| RALPH MULLER | ||||||||
| CEO, UPHS | 40.0 | 2117163 | 0 | 272004 | X | |||
| PETER QUINN | ||||||||
| SR VP, VICE DEAN, PROF SRVCS | 40.0 | 1096008 | 0 | 37200 | X | |||
| THOMAS ROBERTSON | ||||||||
| DEAN OF WHARTON | 40.0 | 593278 | 0 | 37132 | X | |||
| GARRY SCHEIB | ||||||||
| COO, UPHS | 40.0 | 1287738 | 0 | 174979 | X | |||
| RAMIN SEDEHI | ||||||||
| VICE DEAN OF SAS | 40.0 | 233414 | 0 | 36744 | X | |||
| N SCOTT ADZICK | ||||||||
| CHOP - SURGERY | 40.0 | 1712563 | 0 | 52634 | X | |||
| MICHAEL SEAN GRADY | ||||||||
| SURGEON - OTORHINOLARYNGOLOGY | 40.0 | 1492592 | 0 | 75393 | X | |||
| THOMAS L SPRAY | ||||||||
| CHOP - SURGERY | 40.0 | 1560184 | 0 | 36150 | X | |||
| PAUL MARCOTTE | ||||||||
| NEUROSURGERY | 40.0 | 1482716 | 0 | 35033 | X | |||
| JOHN PAUL DORMANS | ||||||||
| ORTHOPAEDIC SURGERY | 40.0 | 1488596 | 0 | 38938 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 31151359 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3166001 | TotalOtherCompensation |
| Number Individuals GT100 K | 4222 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| LF DRISCOLL CO | |||||
| 9 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19107 | CONSTRUCTION MGMT | 23816613 |
| DRISCOLL-MCKISSACK II A JOINT VENT | |||||
| 9 PRESIDENTIAL BLVD | BALA CYNWYD | PA | 19107 | CONSTRUCTION MGMT | 17687910 |
| MORRISON MANAGEMENT SPECIALIST | |||||
| 5801 PEACHTREET DUNWOODY RD | ATLANTA | GA | 30342 | FOOD SERVICE MGMT | 8240536 |
| GOOD SHEPHERD PENN PARTNERS | |||||
| 850 S 5TH STREET | ALLENTOWN | PA | 18103 | REHAB & MGMT SRVCS | 7789448 |
| PATIENT ACCOUNT SERVICES | |||||
| 2603 AUGUSTA RD SUITE 600 | HOUSTON | TX | 77057 | BILLING SRVCS | 5001650 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 411 | NumberOfContractorsGT100K |
| Membership Dues | 30000 | MembershipDues |
| Fundraising Events | 185533 | FundraisingEvents |
| Government Grants | 908760000 | GovernmentGrants |
| All Other Contributions | 222238467 | AllOtherContributions |
| Noncash Contributions | 38109045 | NoncashContributions |
| Total Contributions | 1131214000 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome | Unrelated Business RevenueUnrelatedBusinessRevenue |
|---|---|---|---|---|
| TUITION & FEES | 611310 | 931535000 | 931535000 | |
| HEALTHCARE REVENUES | 622110 | 2030497000 | 2030497000 | |
| AUXILIARY ENTERPRISES | 611710 | 222504000 | 222504000 | |
| OTHER PROGRAM SERVICE REVENUES | 611710 | 134789582 | 118054813 | 16734769 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 3319325582 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 91086227 | TotalRevenueColumn |
| Exclusion | $91,086,227 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 140773 | TotalRevenueColumn |
| Exclusion | $140,773 | ExclusionAmount |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1116000 | TotalRevenueColumn |
| Exclusion | $1,116,000 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2727000 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 2727000 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2727000 | TotalRevenueColumn |
| Exclusion | $2,727,000 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4725131000 | Securities |
| Other | 496000 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 4643190000 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 81941000 | Securities |
| Other | 496000 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 82437000 | TotalRevenueColumn |
| Exclusion | $82,437,000 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 47335 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 185533 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 150917 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -103582 | TotalRevenueColumn |
| Related Or Exempt Function Income | -103582 | RelatedOrExemptFunctionIncome |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | 8623000 | GrossSalesOfInventory |
| Cost Of Goods Sold | 6882000 | CostOfGoodsSold |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1741000 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 4629684000 | TotalRevenueColumn |
| Related Or Exempt Function Income | 3302487231 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 16734769 | UnrelatedBusinessRevenue |
| Exclusion | $177,507,000 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 332473244 | Total |
| Program Services | 332473244 | ProgramServices |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 20980048 | Total |
| Program Services | 20980048 | ProgramServices |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23696303 | Total |
| Program Services | 22511488 | ProgramServices |
| Management And General | 1184815 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3410467 | Total |
| Program Services | 3239944 | ProgramServices |
| Management And General | 170523 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1869667229 | Total |
| Program Services | 1645307162 | ProgramServices |
| Management And General | 205663395 | ManagementAndGeneral |
| Fundraising | 18696672 | Fundraising |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 80778000 | Total |
| Program Services | 71085000 | ProgramServices |
| Management And General | 8885000 | ManagementAndGeneral |
| Fundraising | 808000 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 316443958 | Total |
| Program Services | 278470683 | ProgramServices |
| Management And General | 34808835 | ManagementAndGeneral |
| Fundraising | 3164440 | Fundraising |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 122756042 | Total |
| Program Services | 108025317 | ProgramServices |
| Management And General | 13503165 | ManagementAndGeneral |
| Fundraising | 1227560 | Fundraising |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 83707000 | Total |
| Program Services | 69477000 | ProgramServices |
| Management And General | 11719000 | ManagementAndGeneral |
| Fundraising | 2511000 | Fundraising |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12706000 | Total |
| Program Services | 10546000 | ProgramServices |
| Management And General | 1779000 | ManagementAndGeneral |
| Fundraising | 381000 | Fundraising |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 5771000 | Total |
| Program Services | 5021000 | ProgramServices |
| Management And General | 750000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 107000 | Total |
| Program Services | 89000 | ProgramServices |
| Management And General | 15000 | ManagementAndGeneral |
| Fundraising | 3000 | Fundraising |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 729114 | Total |
| Fundraising | 729114 | Fundraising |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 18485000 | Total |
| Program Services | 15343000 | ProgramServices |
| Management And General | 2587000 | ManagementAndGeneral |
| Fundraising | 555000 | Fundraising |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 279956886 | Total |
| Program Services | 232364215 | ProgramServices |
| Management And General | 39193964 | ManagementAndGeneral |
| Fundraising | 8398707 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12223000 | Total |
| Program Services | 9901000 | ProgramServices |
| Management And General | 1956000 | ManagementAndGeneral |
| Fundraising | 366000 | Fundraising |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 115951000 | Total |
| Program Services | 104355000 | ProgramServices |
| Management And General | 8117000 | ManagementAndGeneral |
| Fundraising | 3479000 | Fundraising |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17734000 | Total |
| Program Services | 14719000 | ProgramServices |
| Management And General | 2483000 | ManagementAndGeneral |
| Fundraising | 532000 | Fundraising |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 258290000 | Total |
| Program Services | 232461000 | ProgramServices |
| Management And General | 18080000 | ManagementAndGeneral |
| Fundraising | 7749000 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52383000 | Total |
| Program Services | 45573000 | ProgramServices |
| Management And General | 4191000 | ManagementAndGeneral |
| Fundraising | 2619000 | Fundraising |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 23673000 | Total |
| Program Services | 20596000 | ProgramServices |
| Management And General | 1894000 | ManagementAndGeneral |
| Fundraising | 1183000 | Fundraising |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39876000 | Total |
| Program Services | 28312000 | ProgramServices |
| Management And General | 3988000 | ManagementAndGeneral |
| Fundraising | 7576000 | Fundraising |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4455000 | Total |
| Program Services | 4455000 | ProgramServices |
| Management And General | 0 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 235630000 | Total |
| Program Services | 193217000 | ProgramServices |
| Management And General | 42413000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58433000 | Total |
| Program Services | 50837000 | ProgramServices |
| Management And General | 7596000 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral | FundraisingFundraising |
|---|---|---|---|---|
| MEDICAL SUPPLIES | 240723000 | 216650000 | 16851000 | 7222000 |
| BAD DEBT | 92709000 | 80657000 | 12052000 | 0 |
| OTHER TAXES | 35961000 | 719000 | 35242000 | 0 |
| MISCELLANEOUS EXPENSES | 28297709 | 21068138 | 5060600 | 2168971 |
| SUBSCRIPTIONS/DUES | 3696000 | 3215000 | 297000 | 184000 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2390000 | Total |
| Program Services | 2079000 | ProgramServices |
| Management And General | 191000 | ManagementAndGeneral |
| Fundraising | 120000 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4394092000 | Total |
| Program Services | 3843747239 | ProgramServices |
| Management And General | 480671297 | ManagementAndGeneral |
| Fundraising | 69673464 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 771950000 | BOY |
| EOY | 668585000 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 323572000 | BOY |
| EOY | 258975000 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 336612000 | BOY |
| EOY | 366908000 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 429643 | BOY |
| EOY | 352500 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 103033357 | BOY |
| EOY | 101344500 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 14155500 | BOY |
| EOY | 14024588 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7859309 | BOY |
| EOY | 22460568 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 5961807580 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 2333301000 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3490847040 | BOY |
| EOY | 3628506580 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3553019833 | BOY |
| EOY | 3310162002 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1657925127 | BOY |
| EOY | 2743800418 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34072191 | BOY |
| EOY | 78696844 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10293476000 | BOY |
| EOY | 11193816000 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1080463000 | BOY |
| EOY | 1215180000 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 82410000 | BOY |
| EOY | 90216000 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1258175000 | BOY |
| EOY | 1211393000 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1009000 | BOY |
| EOY | 985000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 881335000 | BOY |
| EOY | 1090458000 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3303392000 | BOY |
| EOY | 3608232000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3564554000 | BOY |
| EOY | 3918284000 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1175697000 | BOY |
| EOY | 1304529000 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2249833000 | BOY |
| EOY | 2362771000 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6990084000 | BOY |
| EOY | 7585584000 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10293476000 | BOY |
| EOY | 11193816000 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
| Audit Committee | true | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | true | FederalGrantAuditRequired |
| Federal Grant Audit Performed | true | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School170b1 Aii | X | School170b1Aii |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grassroots Lobbying | TotalGrassrootsLobbying | |
| Total Direct Lobbying | TotalDirectLobbying | |
| Total Lobbying Expenditures | TotalLobbyingExpenditures | |
| Other Exempt Purpose Expenditures | OtherExemptPurposeExpenditures | |
| Total Exempt Purpose Expenditures | TotalExemptPurposeExpenditures | |
| Lobbying Nontaxable | LobbyingNontaxableAmount | |
| Grassroots Nontaxable | GrassrootsNontaxableAmount | |
| Tot Lobbying Grassroot Minus Non Tx | TotLobbyingGrassrootMinusNonTx | |
| Tot Lobby Expend Mns Lobbying Nontx | TotLobbyExpendMnsLobbyingNontx | |
| Volunteers | true | Volunteers |
| Paid Staff Or Management | true | PaidStaffOrManagement |
| Media Advertisements | false | MediaAdvertisements |
| Mailings Members | false | MailingsMembers |
| Publications Or Broadcast | false | PublicationsOrBroadcast |
| Grants Other Organizations | true | GrantsOtherOrganizations |
| Grants Other Organizations | $531,321 | GrantsOtherOrganizationsAmount |
| Direct Contact Legislators | true | DirectContactLegislators |
| Direct Contact Legislators | $245,090 | DirectContactLegislatorsAmount |
| Rallies Demonstrations | false | RalliesDemonstrations |
| Other Activities | false | OtherActivities |
| Total Lobbying Expenditures IIB | 776411 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | false | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DETAIL OF LOBBYING ACTIVITIES | Identifier |
| Return Reference | SCHEDULE C, PART II-B | ReturnReference |
| Explanation | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") ALUMNI AND TRUSTEES OCCASIONALLY ENGAGE IN ADVOCACY RELATED TO FEDERAL AND STATE APPROPRIATIONS FOR PROGRAMS OF IMPORTANCE TO THE UNIVERSITY. THE UNIVERSITY MAINTAINS AN OFFICE OF FEDERAL RELATIONS, WHOSE MAIN FUNCTION IS TO KEEP THE UNIVERSITY COMMUNITY APPRISED OF FEDERAL DEVELOPMENTS WHICH MAY HAVE AN IMPACT ON THE UNIVERSITY INCLUDING, AMONG OTHERS, PENDING CHANGES TO THE INTERNAL REVENUE CODE, RESEARCH FUNDING AND ISSUES OF STUDENT AID. THE UNIVERSITY, A PRIVATE NON-PROFIT EDUCATIONAL INSTITUTION, RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE AMOUNT AND CONTINUATION OF THESE APPROPRIATIONS ARE NOT GUARANTEED. THEREFORE, THE UNIVERSITY MAINTAINS AN OFFICE OF COMMONWEALTH RELATIONS IN ORDER TO SUPPORT, JUSTIFY, AND COORDINATE THESE APPROPRIATION REQUESTS BEFORE THE STATE EDUCATION DEPARTMENT, OTHER APPROPRIATE AGENCIES OF THE EXECUTIVE BRANCH, AND THE GENERAL ASSEMBLY. THE MAJORITY OF THIS OFFICE'S EFFORTS ARE RELATED TO ACTIVITIES SUPPORTING THESE APPROPRIATION REQUESTS. ADDITIONALLY, THIS OFFICE MAY ALSO CONDUCT MINIMAL LOBBYING ACTIVITIES RELATED TO OTHER ISSUES, SUCH AS STUDENT AID AND OTHER PROGRAMS RELATED TO HIGHER EDUCATION. IN CONJUNCTION WITH THESE TYPES OF LOBBYING ACTIVITIES, THE UNIVERSITY HAS CONTRACTED WITH PROFESSIONAL LOBBYISTS TO CONTACT LEGISLATORS IN CONNECTION WITH THE UNIVERSITY'S ANNUAL APPROPRIATIONS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, THROUGH ITS OFFICE OF GOVERNMENTAL AFFAIRS, CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO HEALTH CARE RELATED ISSUES AND LEGISLATION. THESE ACTIVITIES INCLUDED MEETING WITH LEGISLATORS, THEIR STAFF, AND GOVERNMENTAL OFFICIALS, AS WELL AS CONDUCTING SEMINARS. | Explanation |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number DA Fs Held | 2 | NumberDAFsHeld |
| Donor Advised Contributions | 8911667 | DonorAdvisedContributions |
| Grants Paid From Donor Funds | 477500 | GrantsPaidFromDonorFunds |
| Aggregate DAF Value | 14234672 | AggregateDAFValue |
| Disclosed Orgs Legal Control | true | DisclosedOrgsLegalControl |
| Disclosed For Charitable Purposes | true | DisclosedForCharitablePurposes |
Art Public Exhibition Amts ArtPublicExhibitionAmts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | 672300 | RevenuesIncluded |
| Assets In Part X | 37276000 | AssetsInPartX |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Held Works Of Art Amts | HeldWorksOfArtAmts | |
| Collect Used For Scholar Research | X | CollectUsedForScholarResearch |
| Solicited Assets For Sale | false | SolicitedAssetsForSale |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 4906520000 | BeginningOfYearBalance |
| Contributions | 126564000 | Contributions |
| Investment Earnings Or Losses | 575767000 | InvestmentEarningsOrLosses |
| Other Expenditures | 222810000 | OtherExpenditures |
| End Of Year Balance | 5386041000 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 5880637000 | BeginningOfYearBalance |
| Contributions | 131544000 | Contributions |
| Investment Earnings Or Losses | -885031000 | InvestmentEarningsOrLosses |
| Other Expenditures | 220630000 | OtherExpenditures |
| End Of Year Balance | 4906520000 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.37340 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.43290 | PermanentEndowmentEOYBalance |
| Term Endowment EOY Balance | 0.19370 | TermEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | true | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | false | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 128859067 | OtherCostOrOtherBasis |
| Book Value | 128859067 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4147215395 | OtherCostOrOtherBasis |
| Depreciation | 1676709000 | Depreciation |
| Book Value | 2470506395 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 1165196979 | OtherCostOrOtherBasis |
| Depreciation | 656592000 | Depreciation |
| Book Value | 508604979 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 520536139 | OtherCostOrOtherBasis |
| Depreciation | 0 | Depreciation |
| Book Value | 520536139 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 3628506580 | TotalOfBookValueLandBuildings |
| Financial Derivatives | FinancialDerivatives | |
| Closely Held Equity Interests | CloselyHeldEquityInterests |
Other Securities OtherSecurities (3 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| VENTURE CAPITAL & OTHER INVEST | 2520164418 | F |
| REAL ESTATE | 198054000 | F |
| INVESTMENT IN SUBSIDIARIES | 25582000 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 2743800418 | TotalOfBookValueSecurities |
| Federal Income Tax Liability | 0 | FederalIncomeTaxLiability |
Other Liabilities OtherLiabilities (4 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| DEPOSITS, ADVANCES, AGENCY FUNDS | $151,455,000 |
| FEDERAL STUDENT LOAN ADVANCES | $78,269,000 |
| ACCRUED RETIREMENT BENEFITS | $748,053,000 |
| INTERCOMPANY DUE TO AFFILIATES | $112,681,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 1090458000 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF COLLECTIONS | SCHEDULE D, PART III, LINE 3 & 5 | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") currently MAINTAINS 15 Libraries. The collections as a whole include information from numerous fields of study. THE UNIVERSITY'S departmental Libraries are generally subject specific (Math/Physics/Astronomy, Engineering, Fine Arts, Business, Music, Biomedical, Dental Medicine, Veterinary Medicine, etc.) and the Van Pelt-Dietrich Library Center houses information from all of these areas, as well as the Rare Book collection and all of the Humanities. Subject holdings include Philosophy, Psychology, Religion, History, Geography, Anthropology, Recreation, Social Science, Economics, Sociology, Political Science, Law, Education, Literature, Science, Agriculture, Technology, Military Science, and General Bibliography. The Libraries' collections, both print and electronic, directly support the research and instruction mission of the University by ensuring access to current and historical information. The University does not solicit or receive donations of art, historical treasures or other similar assets to be sold in order to raise funds. All donations of materials are added to the existing collections, except for non-rare, duplicate items. These items are held for the period specified in the gift agreement (which varies by donor) or for a minimum of three years before being removed from the collection. The value of these non-rare, duplicate items in the marketplace is generally negligible. These items are typically sent to a non-profit vendor for resale. The University then receives a portion of the sales price. The total activity with this vendor typically generates less than $2K per year. |
| USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V | THE UNIVERSITY'S ENDOWMENT CONSISTS OF 4,339 DONOR-RESTRICTED PERMANENT OR TERM ENDOWMENT FUNDS AND 795 UNRESTRICTED ENDOWMENT FUNDS ESTABLISHED BY THE BOARD OF TRUSTEES FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. |
| TEXT OF FIN 48 FOOTNOTE | SCHEDULE D, PART X | 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. |
| OTHER LIABILITIES DETAIL | SCHEDULE D, PART X | THE INTERCOMPANY DUE TO AFFILIATES BALANCE INCLUDES AMOUNTS OWED TO AFFILIATES BASED UPON CENTRAL MANAGEMENT OF THE CASH HELD BY CERTAIN AFFILIATES. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | true | NondiscriminatoryPolicyStmt |
| Policy Statement In Brochures Etc | true | PolicyStatementInBrochuresEtc |
| Policy Publ Via Broadcast Media | true | PolicyPublViaBroadcastMedia |
| Pub Via Broadcast Media Expln | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY IN THE STUDENT CATALOGUE, ON ITS FINANCIAL A APPLICATIONS, AND IN OTHER BROCHURES WHICH DESCRIBE THE UNIVERSITY OF PENNSYLVANIA, ITS SCHOOLS, CENTERS, AND INSTITUTES. | PubViaBroadcastMediaExpln |
| Maint Racial Composition Records | true | MaintRacialCompositionRecords |
| Maint Scholarships Records | true | MaintScholarshipsRecords |
| Maint Copies Of Brochures Etc | true | MaintCopiesOfBrochuresEtc |
| Maint Copies Of All Solicitations | true | MaintCopiesOfAllSolicitations |
| Discriminate Race Students Rights | false | DiscriminateRaceStudentsRights |
| Discriminate Race Admiss Policies | false | DiscriminateRaceAdmissPolicies |
| Discriminate Race Emplmn Faculty | false | DiscriminateRaceEmplmnFaculty |
| Discriminate Race Scholarships | false | DiscriminateRaceScholarships |
| Discriminate Race Educ Policies | false | DiscriminateRaceEducPolicies |
| Discriminate Race Use Of Fclts | false | DiscriminateRaceUseOfFclts |
| Discriminate Race Athletic Prog | false | DiscriminateRaceAthleticProg |
| Discriminate Race Other Acty | false | DiscriminateRaceOtherActy |
| Government Financial Aid Received | true | GovernmentFinancialAidReceived |
| Government Financial Aid Revoked | false | GovernmentFinancialAidRevoked |
| Govt Financial Aid Explanation | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"), A PRIVAte NON-PROFIT INSTITUTION, RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY Also RECEIVES VARIOUS GOVERNMENTAL FUNDING WHICH SUPPORT ITS EDUCATIONAL, PATIENT CARE, AND RESEARCH MISSIONS. | GovtFinancialAidExplanation |
| Compliance With Rev Proc7550 | true | ComplianceWithRevProc7550 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | true | GrantRecordsMaintained |
Accts Actvs Out US Table AcctsActvsOutUSTable (80 entries)
| RegionRegion | Number Of OfficesNumberOfOffices | Number Of EmployeesNumberOfEmployees | Type Of Activities ConductedTypeOfActivitiesConducted | Total ExpendituresTotalExpenditures | Specific Services ProvidedSpecificServicesProvided |
|---|---|---|---|---|---|
| Central America and the Caribbean | 1 | 28 | Conduct board meetings | 3754 | |
| Central America and the Caribbean | Fundraising | 13499 | |||
| Central America and the Caribbean | Program Services | 83969 | EDUCATION & TRAINING | ||
| Central America and the Caribbean | Program Services | 487269 | FIELD RESEARCH | ||
| Central America and the Caribbean | Program Services | 1680 | SOCIAL RESEARCH | ||
| Central America and the Caribbean | Send agents to seminar | 1376 | |||
| Central America and the Caribbean | Program Services | 131700 | STUDY ABROAD/RESEARCH | ||
| Central America and the Caribbean | Unrelated Trade or Business | 1254 | |||
| Central America and the Caribbean | Investments | ||||
| East Asia and the Pacific | 2 | 99 | Send agents to seminar | 226268 | |
| East Asia and the Pacific | Fundraising | 1109089 | |||
| East Asia and the Pacific | Grantmaking | 164387 | |||
| East Asia and the Pacific | Program Services | 196065 | CLINICAL TRIALS | ||
| East Asia and the Pacific | Program Services | 1863402 | EDUCATION & TRAINING | ||
| East Asia and the Pacific | Program Services | 683503 | FIELD RESEARCH | ||
| East Asia and the Pacific | Program Services | 565033 | SOCIAL RESEARCH | ||
| East Asia and the Pacific | Program Services | 1664480 | STUDY ABROAD/RESEARCH | ||
| East Asia and the Pacific | Program Services | 201555 | RECRUITING | ||
| East Asia and the Pacific | Unrelated Trade or Business | 79609 | |||
| Europe (Including Iceland and Greenland) | 15 | 239 | Send agents to seminar | 506836 | |
| Europe (Including Iceland and Greenland) | Conduct board meetings | 8952 | |||
| Europe (Including Iceland and Greenland) | Fundraising | 643874 | |||
| Europe (Including Iceland and Greenland) | Grantmaking | 1640796 | |||
| Europe (Including Iceland and Greenland) | Program Services | 1245227 | EDUCATION & TRAINING | ||
| Europe (Including Iceland and Greenland) | Program Services | 1571643 | FIELD RESEARCH | ||
| Europe (Including Iceland and Greenland) | Program Services | 609472 | SOCIAL RESEARCH | ||
| Europe (Including Iceland and Greenland) | Program Services | 5746910 | STUDY ABROAD/RESEARCH | ||
| Europe (Including Iceland and Greenland) | Program Services | 60112 | RECRUITING | ||
| Europe (Including Iceland and Greenland) | Unrelated Trade or Business | 40968 | |||
| Europe (Including Iceland and Greenland) | Investments | ||||
| Middle East and North Africa | 1 | 49 | Send agents to seminar | 39253 | |
| Middle East and North Africa | Fundraising | 126748 | |||
| Middle East and North Africa | Grantmaking | 275150 | |||
| Middle East and North Africa | Program Services | 644381 | EDUCATION & TRAINING | ||
| Middle East and North Africa | Program Services | 332897 | FIELD RESEARCH | ||
| Middle East and North Africa | Program Services | 123148 | SOCIAL RESEARCH | ||
| Middle East and North Africa | Program Services | 401243 | STUDY ABROAD/RESEARCH | ||
| Middle East and North Africa | Program Services | 44889 | RECRUITING | ||
| North America | 17 | Send agents to seminar | 34338 | ||
| North America | Conduct board meetings | 1570 | |||
| North America | Fundraising | 5799 | |||
| North America | Grantmaking | 16313 | |||
| North America | Program Services | 122866 | EDUCATION & TRAINING | ||
| North America | Program Services | 86241 | FIELD RESEARCH | ||
| North America | Program Services | 35015 | SOCIAL RESEARCH | ||
| North America | Program Services | 58644 | STUDY ABROAD/RESEARCH | ||
| North America | Program Services | 11844 | RECRUITING | ||
| North America | Investments | ||||
| Russia and the Newly Independent States | 9 | Send agents to seminar | 5558 | ||
| Russia and the Newly Independent States | Fundraising | 382 | |||
| Russia and the Newly Independent States | Grantmaking | 192491 | |||
| Russia and the Newly Independent States | Program Services | 59192 | EDUCATION & TRAINING | ||
| Russia and the Newly Independent States | Program Services | 169641 | FIELD RESEARCH | ||
| Russia and the Newly Independent States | Program Services | 5674 | SOCIAL RESEARCH | ||
| Russia and the Newly Independent States | Program Services | 42242 | STUDY ABROAD/EDUCATION | ||
| Russia and the Newly Independent States | Program Services | 6543 | RECRUITING | ||
| South America | 4 | 17 | Send agents to seminar | 27132 | |
| South America | Fundraising | 20392 | |||
| South America | Grantmaking | 1600 | |||
| South America | Program Services | 412170 | EDUCATION & TRAINING | ||
| South America | Program Services | 473103 | FIELD RESEARCH | ||
| South America | Program Services | 169986 | SOCIAL RESEARCH | ||
| South America | Program Services | 722546 | STUDY ABROAD/EDUCATION | ||
| South America | Program Services | 29121 | STUDY ABROAD/RESEARCH | ||
| South America | Program Services | 39347 | RECRUITING | ||
| South Asia | 2 | 19 | Send agents to seminar | 14300 | |
| South Asia | Fundraising | 66510 | |||
| South Asia | Program Services | 231848 | EDUCATION & TRAINING | ||
| South Asia | Program Services | 166321 | FIELD RESEARCH | ||
| South Asia | Program Services | 569969 | SOCIAL RESEARCH | ||
| South Asia | Program Services | 82330 | STUDY ABROAD/EDUCATION | ||
| South Asia | Program Services | 1631 | STUDY ABROAD/RESEARCH | ||
| South Asia | Program Services | 53320 | RECRUITING | ||
| Sub-Saharan Africa | 11 | 108 | Send agents to seminar | 41543 | |
| Sub-Saharan Africa | Program Services | 879235 | EDUCATION & TRAINING | ||
| Sub-Saharan Africa | Program Services | 3516557 | FIELD RESEARCH | ||
| Sub-Saharan Africa | Program Services | 660913 | SOCIAL RESEARCH | ||
| Sub-Saharan Africa | Program Services | 425739 | STUDY ABROAD/EDUCATION | ||
| Sub-Saharan Africa | Program Services | 2554 | STUDY ABROAD/RESEARCH | ||
| Sub-Saharan Africa | Program Services | 11603 | RECRUITING |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Offices | 36 | TotalNumberOfOffices |
| Total Number Of Employees | 585 | TotalNumberOfEmployees |
| Total Amount Spent | 31014514 | TotalAmountSpent |
Grants To Orgs Outside US GrantsToOrgsOutsideUS (122 entries)
| RegionRegion | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|
| Cent. America/Caribbean | 382126 | CHECK | N/A | N/A | |
| East Asia/Pacific | 153403 | WIRE | N/A | N/A | CONSULTING |
| East Asia/Pacific | 180559 | WIRE | N/A | N/A | CLINICAL TRIAL |
| East Asia/Pacific | 10000 | WIRE | N/A | N/A | DATA COLLECTION |
| East Asia/Pacific | 32706 | WIRE | N/A | N/A | EXEC ED |
| Sub-Saharan Africa | 11825 | WIRE | N/A | N/A | EXEC ED |
| East Asia/Pacific | 12388 | WIRE | N/A | N/A | EXEC ED |
| East Asia/Pacific | 5248 | FORGN DRAFT | N/A | FMV | FUNDRAISING/PENN ALUMNI |
| East Asia/Pacific | 8644 | FORGN DRAFT | N/A | FMV | FUNDRAISING/PENN ALUMNI |
| East Asia/Pacific | 17045 | FORGN DRAFT | N/A | FMV | FUNDRAISING/PENN ALUMNI |
| East Asia/Pacific | 3808179 | SUBCONTRACT | N/A | N/A | GENETIC EPIDEMIOLOGY |
| East Asia/Pacific | 22893 | WIRE | N/A | N/A | STUDY ABROAD |
| East Asia/Pacific | 20900 | WIRE | N/A | N/A | STUDY ABROAD |
| East Asia/Pacific | 26978 | WIRE | N/A | N/A | STUDY ABROAD |
| East Asia/Pacific | 24328 | WIRE | N/A | N/A | STUDY ABROAD |
| East Asia/Pacific | 149820 | WIRE | N/A | N/A | CONSULTING |
| East Asia/Pacific | 223355 | WIRE | N/A | N/A | CONSULTING |
| East Asia/Pacific | 12888 | WIRE | N/A | N/A | TRAVEL REIMBURSEMENT |
| East Asia/Pacific | 270231 | WIRE/CHECK | N/A | N/A | |
| East Asia/Pacific | 77283 | CHECK | N/A | N/A | |
| East Asia/Pacific | 84744 | FORGN DRAFT | N/A | N/A | RESEARCH |
| East Asia/Pacific | 9300 | CHECK | N/A | N/A | SUPPORT |
| East Asia/Pacific | 179264 | WIRE | N/A | N/A | ALUMNI FORUM |
| East Asia/Pacific | 44253 | WIRE | N/A | N/A | ALUMNI FORUM |
| Sub-Saharan Africa | 22063 | WIRE | N/A | N/A | ALUMNI FORUM |
| East Asia/Pacific | 72829 | WIRE | N/A | N/A | ALUMNI FORUM |
| Europe/Iceland/Greenland | 7129 | WIRE | N/A | N/A | Wharton Exec mtg |
| Europe/Iceland/Greenland | 231013 | WIRE | N/A | N/A | CLINICAL TRL SITE |
| Europe/Iceland/Greenland | 1967243 | SUBCONTRACT | N/A | N/A | CLINICAL TRL |
| Europe/Iceland/Greenland | 46656 | FORGN DRAFT | N/A | N/A | FOP RESEARCH |
| Europe/Iceland/Greenland | 8695 | FORGN DRAFT | N/A | FMV | FUNDRAISING/PENN ALUMNI |
| Europe/Iceland/Greenland | 6089 | FORGN DRAFT | N/A | FMV | FUNDRAISING/PENN ALUMNI |
| Europe/Iceland/Greenland | 10822 | WIRE | N/A | N/A | GCP STUDENTS HOTEL EXPENSES |
| Europe/Iceland/Greenland | 806412 | CHECK/FORGN | N/A | N/A | INSTRUCTION/RESEARCH |
| Europe/Iceland/Greenland | 30364 | CHECK | N/A | N/A | STUDY ABROAD |
| Europe/Iceland/Greenland | 1334271 | SUBCONTRACT | N/A | N/A | MELANOSOME BIOGENESIS |
| Europe/Iceland/Greenland | 686469 | FORGN DRAFT | N/A | N/A | SURVEY PYMT |
| Europe/Iceland/Greenland | 10826 | WIRE | N/A | N/A | GCP Students Hotel Expenses |
| Europe/Iceland/Greenland | 18025 | CHECK | N/A | N/A | |
| Europe/Iceland/Greenland | 120560 | CHECK | N/A | N/A | RESEARCH |
| Europe/Iceland/Greenland | 57681 | CHECK | N/A | N/A | |
| Europe/Iceland/Greenland | 480392 | CHECK | N/A | N/A | RESEARCH GRT |
| Europe/Iceland/Greenland | 480392 | CHECK | N/A | N/A | RESEARCH GRT |
| Europe/Iceland/Greenland | 69412 | WIRE | N/A | N/A | SUPPORT |
| Europe/Iceland/Greenland | 38995 | WIRE | N/A | N/A | SUPPORT |
| Europe/Iceland/Greenland | 1579224 | SUBCONTRACT | N/A | N/A | RESEARCH STY - THERMODYNAMIC |
| Europe/Iceland/Greenland | 101648 | WIRE | N/A | N/A | TRAVEL ARRANGEMENTS- WEMBA West Global Strategy Course Trip |
| Europe/Iceland/Greenland | 13441 | WIRE | N/A | N/A | TUITION |
| Europe/Iceland/Greenland | 199497 | WIRE | N/A | N/A | CONSULTING |
| Middle East/North Africa | 8574 | WIRE | N/A | N/A | EXEC ED PROGRAM |
| Middle East/North Africa | 23965 | WIRE | N/A | N/A | HOTEL EXPENSES |
| Middle East/North Africa | 5779 | WIRE | N/A | N/A | HOTEL EXPENSES |
| Middle East/North Africa | 93096 | CHECK | N/A | N/A | INSTRUCTION |
| Middle East/North Africa | 31000 | WIRE | N/A | N/A | STUDY ABROAD |
| Middle East/North Africa | 11800 | WIRE | N/A | N/A | LEGAL FEES |
| Middle East/North Africa | 180135 | CHECK | N/A | N/A | RESEARCH |
| Middle East/North Africa | 95014 | FORGN DRAFT | N/A | N/A | |
| Middle East/North Africa | 20000 | WIRE | N/A | N/A | RESEARCH GRT |
| Middle East/North Africa | 40300 | WIRE | N/A | N/A | RESEARCH GRT |
| Middle East/North Africa | 10000 | WIRE | N/A | N/A | EXHIBIT SPSR |
| Middle East/North Africa | 15677 | WIRE | N/A | N/A | TRANSLATION SERVICES |
| North America | 49271 | CHECK | N/A | N/A | HEALTH INS |
| North America | 32140 | CHECK | N/A | N/A | INSTRUCTION |
| North America | 38484 | WIRE | N/A | N/A | STUDY ABROAD |
| North America | 6051 | WIRE | N/A | N/A | STUDY ABROAD |
| North America | 29400 | WIRE | N/A | N/A | WEBSITE |
| North America | 9710 | WIRE | N/A | N/A | LEADERSHIP VENTURE |
| North America | 9160 | CHECK | N/A | N/A | |
| North America | 7153 | CHECK | N/A | N/A | |
| North America | 51296 | CHECK | N/A | N/A | SERVER CONTRACT/SERVICES |
| North America | 58146 | CHECK | N/A | N/A | SUBCONTRACT |
| North America | 54780 | WIRE | N/A | N/A | TECHNICAL SUPPORT |
| Russia | 69412 | WIRE | N/A | N/A | CLINICAL TRL |
| Russia | 14350 | WIRE | N/A | N/A | CLINICAL TRL |
| Russia | 108729 | WIRE | N/A | N/A | CLINICAL TRL |
| Russia | 13676 | WIRE | N/A | N/A | STUDY ABROAD |
| South America | 306081 | CHECK | N/A | N/A | INSTRUCTION |
| South America | 14400 | WIRE | N/A | N/A | STUDY ABROAD |
| South America | 15209 | WIRE | N/A | N/A | STUDY ABROAD |
| South America | 10764 | WIRE | N/A | N/A | STUDY ABROAD |
| South America | 100121 | WIRE | N/A | N/A | WHARTON GIP- OPERATING TOUR PAYMENT |
| South America | 7100 | WIRE | N/A | N/A | WRDS EXHIBIT BOOTH RENTAL |
| South Asia | 18160 | WIRE | N/A | N/A | EXEC ED |
| South Asia | 7926 | WIRE | N/A | N/A | EXEC ED |
| South Asia | 82000 | WIRE | N/A | N/A | MARKETING |
| South Asia | 50000 | WIRE | N/A | N/A | MARKETING |
| South Asia | 68273 | WIRE | N/A | N/A | PAYMENT FOR OPERATING TOUR |
| South Asia | 292976 | CHECK | N/A | N/A | RESEARCH |
| Sub-Saharan Africa | 6722 | CHECK | N/A | N/A | BANKING |
| Sub-Saharan Africa | 10214 | WIRE | N/A | N/A | BIO SAFETY CABINET |
| Sub-Saharan Africa | 33441 | CHECK | N/A | N/A | COMPUTER SUPPLIER |
| Sub-Saharan Africa | 11686 | CHECK | N/A | N/A | COPY/PRINT |
| Sub-Saharan Africa | 14866 | WIRE | N/A | N/A | COPIERS |
| Sub-Saharan Africa | 5823 | CHECK | N/A | N/A | ELECTRICITY |
| Sub-Saharan Africa | 6569 | WIRE | N/A | N/A | FURNITURE |
| Sub-Saharan Africa | 15633 | CHECK | N/A | N/A | FURNITURE |
| Sub-Saharan Africa | 10343 | WIRE | N/A | N/A | INSURANCE - GROUP AND LIFE |
| Sub-Saharan Africa | 22713 | CHECK | N/A | N/A | HEALTH INS |
| Sub-Saharan Africa | 16903 | CHECK | N/A | N/A | IT SUPPORT |
| Sub-Saharan Africa | 6018 | CHECK | N/A | N/A | LAB SUPPLIES |
| Sub-Saharan Africa | 13283 | CHECK | N/A | N/A | SUPPLIES |
| Sub-Saharan Africa | 12230 | CHECK | N/A | N/A | SUPPLIES |
| Sub-Saharan Africa | 5881 | CHECK | N/A | N/A | PAYROLL SYST |
| Sub-Saharan Africa | 66269 | CHECK | N/A | N/A | PORTACABIN |
| Sub-Saharan Africa | 5732 | CHECK | N/A | N/A | PROPERTY MGT |
| Sub-Saharan Africa | 18293 | CHECK | N/A | N/A | PROPERTY MGMT |
| Sub-Saharan Africa | 93933 | CHECK | N/A | N/A | PROPERTY MGMT |
| Sub-Saharan Africa | 13605 | CHECK | N/A | N/A | PROPERTY MGMT |
| Sub-Saharan Africa | 465102 | CHECK | N/A | N/A | |
| Sub-Saharan Africa | 72689 | WIRE | N/A | N/A | RESEARCH GRT |
| Sub-Saharan Africa | 588650 | WIRE | N/A | N/A | RESEARCH GRT |
| Sub-Saharan Africa | 5736 | WIRE | N/A | N/A | SOCIETAL WEALTH PROGRAM |
| Sub-Saharan Africa | 21217 | WIRE | N/A | N/A | SOCIETAL WEALTH PROGRAM |
| Sub-Saharan Africa | 16098 | WIRE | N/A | N/A | |
| Sub-Saharan Africa | 20682 | CHECK | N/A | N/A | SERVICE LEARNING |
| Sub-Saharan Africa | 160992 | CHECK | N/A | N/A | TAXES |
| Sub-Saharan Africa | 11229 | CHECK | N/A | N/A | TELECOMMUNICATIONS |
| Sub-Saharan Africa | 26209 | CHECK | N/A | N/A | TRAVEL AGENTS |
| Sub-Saharan Africa | 16463 | CHECK | N/A | N/A | TUITION |
| Sub-Saharan Africa | 40023 | CHECK | N/A | N/A | VEHICLE |
| Sub-Saharan Africa | 10481 | CHECK | N/A | N/A | WIRELESS PROVIDER |
| Sub-Saharan Africa | 5936 | WIRE | N/A | N/A | WORKERS COMP |
Grants To Ind Outside US GrantsToIndOutsideUS (36 entries)
| Type Of AssistanceTypeOfAssistance | RegionRegion | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Manner Of Cash DisbursementMannerOfCashDisbursement | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance | Method Of ValuationMethodOfValuation |
|---|---|---|---|---|---|---|
| RESEARCH | Cent. America/Caribbean | 1 | 8000 | CHECK | N/A | N/A |
| CHINESE IMMERSION STUDY ABROAD PROGRAM | East Asia/Pacific | 1 | 6400 | WIRE | N/A | N/A |
| CHINESE IMMERSION STUDY ABROAD PROGRAM | East Asia/Pacific | 1 | 12600 | WIRE | N/A | N/A |
| PAYMENT FOR DATA COLLECTION | East Asia/Pacific | 1 | 17213 | WIRE | N/A | N/A |
| PAYMENT FOR CORPORATE OUTREACH | East Asia/Pacific | 1 | 52233 | WIRE | N/A | N/A |
| TRANSLATION SERVICES | East Asia/Pacific | 1 | 5588 | WIRE | N/A | N/A |
| CUSTOM PROGRAM | East Asia/Pacific | 1 | 172303 | WIRE | N/A | N/A |
| INSTRUCTION | East Asia/Pacific | 4 | 75882 | CHECK | N/A | N/A |
| RESEARCH | Europe/Iceland/Greenland | 1 | 5066 | CHECK | N/A | N/A |
| RESEARCH | Europe/Iceland/Greenland | 1 | 78064 | FORGN DRAFT | N/A | N/A |
| WHARTON BERGAMO CONFERENCE | Europe/Iceland/Greenland | 1 | 6403 | WIRE | N/A | N/A |
| SPANISH IMMERSION STUDY ABROAD PROGRAM | Europe/Iceland/Greenland | 1 | 5295 | WIRE | N/A | N/A |
| SPANISH IMMERSION STUDY ABROAD PROGRAM | Europe/Iceland/Greenland | 1 | 5326 | WIRE | N/A | N/A |
| WROTE COMMISSIONED PAPER | Europe/Iceland/Greenland | 1 | 10000 | CHECK | N/A | N/A |
| WROTE COMMISSIONED PAPER | Europe/Iceland/Greenland | 1 | 10000 | CHECK | N/A | N/A |
| WRITING FOR KW | Europe/Iceland/Greenland | 1 | 9300 | WIRE | N/A | N/A |
| WRITING FOR KW | Europe/Iceland/Greenland | 1 | 138782 | WIRE | N/A | N/A |
| PAYMENT FOR REVIEWING WEMBA APPLICATIONS | Europe/Iceland/Greenland | 1 | 8571 | CHEKC | N/A | N/A |
| MANAGEMENT OF UK TRUST | Europe/Iceland/Greenland | 1 | 9714 | FORGN DRAFT | N/A | FMV |
| INSTRUCTION | Europe/Iceland/Greenland | 7 | 209851 | CHECK | N/A | N/A |
| CONSULTING | Europe/Iceland/Greenland | 1 | 27500 | CHECK | N/A | N/A |
| INSTRUCTION | Middle East/North Africa | 1 | 177656 | CHECK | N/A | N/A |
| TEACHING | Middle East/North Africa | 1 | 10000 | CHECK | N/A | N/A |
| HONORARIUM | North America | 2 | 1945 | CHECK | N/A | BOOK |
| RESEARCH | North America | 1 | 12500 | CHECK | N/A | N/A |
| CONSULTING | Europe/Iceland/Greenland | 1 | 7500 | CHECK | N/A | N/A |
| PORTUGUESE IMMERSION STUDY ABROAD PROGRAM | South America | 1 | 10391 | WIRE | N/A | N/A |
| WOMENS ENTREPRENEURS | South America | 1 | 20359 | WIRE | N/A | N/A |
| TRANSLATION SERVICES | South America | 1 | 46333 | WIRE | N/A | N/A |
| RESEARCH | South Asia | 1 | 21910 | CHECK | N/A | N/A |
| WRITING FOR KW | South Asia | 1 | 12255 | CHECK | N/A | N/A |
| WRITING FOR KW | South Asia | 1 | 17485 | CHECK | N/A | N/A |
| WRITING FOR KW | South Asia | 1 | 7085 | CHECK | N/A | N/A |
| WRITING FOR KW | South Asia | 1 | 74300 | CHECK | N/A | N/A |
| WRITING FOR KW | South Asia | 1 | 9147 | WIRE | N/A | N/A |
| CONSULTANT FEES | Sub-Saharan Africa | 65 | 1596811 | DIR DEPOSIT | N/A | N/A |
Form990 Schedule F Part IV Form990ScheduleFPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. | Identifier |
| Return Reference | FORM 990, SCHEDULE F, PART I, LINE 2 | ReturnReference |
| Explanation | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. | Explanation |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | X | MailSolicitations |
| Email Solicitations | X | EmailSolicitations |
| Phone Solicitations | X | PhoneSolicitations |
| In Person Solicitations | X | InPersonSolicitations |
| Solicitation Of Non Govt Grants | X | SolicitationOfNonGovtGrants |
| Solicitation Of Govt Grants | X | SolicitationOfGovtGrants |
| Special Fundraising Events | X | SpecialFundraisingEvents |
| Agreement Ref Fundraising | true | AgreementRefFundraising |
Fundraiser Activity Information FundraiserActivityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Individual | Ruffalo Cody Manage Call Centers | NameOfIndividual |
| Fundraiser Control Of Funds | false | FundraiserControlOfFunds |
| Gross Receipts | 2490226 | GrossReceipts |
| Amount Retained By Contractor | 729114 | AmountRetainedByContractor |
| Net To Organization | 1761112 | NetToOrganization |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | 2490226 | TotalGrossReceipts |
| Total Retained By Contractors | 729114 | TotalRetainedByContractors |
| Total Net To Organization | 1761112 | TotalNetToOrganization |
| Licensed States | FL | LicensedStates |
| Licensed States | PA | LicensedStates |
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | moonlight&roses | NameOfEvent1 |
| Gross Receipts Event1 | 179730 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 132395 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 47335 | GrossRevenueEvent1 |
| Cash Prizes Event1 | 0 | CashPrizesEvent1 |
| Non Cash Prizes Event1 | 1714 | NonCashPrizesEvent1 |
| Rent Facility Costs Event1 | 118431 | RentFacilityCostsEvent1 |
| Food And Beverage Event1 | 0 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 0 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 11207 | OtherDirectExpensesEvent1 |
| Name Of Event2 | Beggars Banquet | NameOfEvent2 |
| Gross Receipts Event2 | 29250 | GrossReceiptsEvent2 |
| Charitable Contributions Event2 | 29250 | CharitableContributionsEvent2 |
| Gross Revenue Event2 | 0 | GrossRevenueEvent2 |
| Cash Prizes Event2 | 0 | CashPrizesEvent2 |
| Non Cash Prizes Event2 | 0 | NonCashPrizesEvent2 |
| Rent Facility Costs Event2 | 0 | RentFacilityCostsEvent2 |
| Food And Beverage Event2 | 0 | FoodAndBeverageEvent2 |
| Entertainment Event2 | 0 | EntertainmentEvent2 |
| Other Direct Expenses Event2 | 15496 | OtherDirectExpensesEvent2 |
| Total Number Of Other Events | 3 | TotalNumberOfOtherEvents |
| Gross Receipts Other Events | 23888 | GrossReceiptsOtherEvents |
| Charitable Contrib Other Events | 23888 | CharitableContribOtherEvents |
| Gross Revenue Other Events | 0 | GrossRevenueOtherEvents |
| Cash Prizes Other Events | 0 | CashPrizesOtherEvents |
| Non Cash Prizes Other Events | 0 | NonCashPrizesOtherEvents |
| Rent Facility Costs Other Events | 0 | RentFacilityCostsOtherEvents |
| Food And Beverage Other Events | 0 | FoodAndBeverageOtherEvents |
| Entertainment Other Events | 0 | EntertainmentOtherEvents |
| Other Direct Expenses Other Events | 4069 | OtherDirectExpensesOtherEvents |
| Gross Receipts Total | 232868 | GrossReceiptsTotal |
| Charitable Contributions Total | 185533 | CharitableContributionsTotal |
| Gross Revenue Total Events | 47335 | GrossRevenueTotalEvents |
| Cash Prizes Total Events | 0 | CashPrizesTotalEvents |
| Non Cash Prizes Total Events | 1714 | NonCashPrizesTotalEvents |
| Rent Facility Costs Total Events | 118431 | RentFacilityCostsTotalEvents |
| Food And Beverage Total Events | 0 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 0 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 30772 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 150917 | DirectExpenseSummaryEvents |
| Net Income Summary | -103582 | NetIncomeSummary |
Schedule H IRS990ScheduleH
| Field | Value | IRS element (for citing) |
|---|---|---|
| Charity Care Policy | true | CharityCarePolicy |
| Written Policy | true | WrittenPolicy |
| Policy Applied To All Hospitals | X | PolicyAppliedToAllHospitals |
| FPG Reference Free Care | true | FPGReferenceFreeCare |
| Pcent200 | X | Pcent200 |
| FPG Reference Discounted Care | true | FPGReferenceDiscountedCare |
| Pcent200 D | X | Pcent200D |
| Free Disc Care Medically Indigent | true | FreeDiscCareMedicallyIndigent |
| Amounts Budgeted For Charity Care | false | AmountsBudgetedForCharityCare |
| Annual Community Benefit Report | true | AnnualCommunityBenefitReport |
| Report Publically Available | true | ReportPublicallyAvailable |
Charity Care At Cost CharityCareAtCost
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 6563477 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 0 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 6563477 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.00150 | PercentOfTotalExpense |
Unreimbursed Medicaid UnreimbursedMedicaid
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 234371521 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 180188206 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 54183315 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01260 | PercentOfTotalExpense |
Total Charity Care TotalCharityCare
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 240934998 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 180188206 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 60746792 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01410 | PercentOfTotalExpense |
Health Professions Education HealthProfessionsEducation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 108833303 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 34045739 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 74787564 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.01740 | PercentOfTotalExpense |
Research Research
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 602987748 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 4749931 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 598237817 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.13910 | PercentOfTotalExpense |
Total Other Benefits TotalOtherBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 711821051 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 38795670 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 673025381 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.15650 | PercentOfTotalExpense |
Total Community Benefits TotalCommunityBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Community Benefit Expense | 952756049 | TotalCommunityBenefitExpense |
| Direct Offsetting Revenue | 218983876 | DirectOffsettingRevenue |
| Net Community Benefit Expense | 733772173 | NetCommunityBenefitExpense |
| Percent Of Total Expense | 0.17060 | PercentOfTotalExpense |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bad Debt Expense Reported | true | BadDebtExpenseReported |
| Bad Debt Expense | $20,226,278 | BadDebtExpenseAmount |
| Amount Attributable To | 10436793 | AmountAttributableTo |
| Amount Reimbursed By Medicare | 306855995 | AmountReimbursedByMedicare |
| Cost Of Care Reimbursed By Medicare | 305501132 | CostOfCareReimbursedByMedicare |
| Medicare Surplus Or Shortfall | 1354863 | MedicareSurplusOrShortfall |
Costing Methodology Used CostingMethodologyUsed
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cost To Charge Ratio | X | CostToChargeRatio |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Debt Collection Policy | true | WrittenDebtCollectionPolicy |
| Provision For Charity Care | true | ProvisionForCharityCare |
Form990 Schedule H Part V Form990ScheduleHPartV (39 entries)
| Address Line1Address/AddressLine1 | CityAddress/City | StateAddress/State | ZIP CodeAddress/ZIPCode | Licensed HospitalLicensedHospital | General Medical And SurgicalGeneralMedicalAndSurgical | Teaching HospitalTeachingHospital | Critical Access HospitalCriticalAccessHospital | Research FacilityResearchFacility | Er24 HoursEr24Hours | OtherOther |
|---|---|---|---|---|---|---|---|---|---|---|
| THE HOSPITAL OF THE UNIVERSITY OF PENN | ||||||||||
| 3400 SPRUCE STREET | PHILADELPHIA | PA | 19104 | X | X | X | X | X | X | |
| PENN MEDICINE AT RADNOR | ||||||||||
| 2500 KING OF PRUSSIA BLVD | BALA CYNWYD | PA | 19004 | OUTPATIENT FACILITY | ||||||
| PENN MEDICINE AT RITTENHOUSE | ||||||||||
| 1800 LOMBARD STREET | PHILADELPHIA | PA | 19146 | INPATIENT REHAB | ||||||
| PENN MEDICINE AT BUCKS COUNTY | ||||||||||
| 777 TOWNSHIP LINE ROAD | YARDLEY | PA | 19067 | OUTPATIENT FACILITY | ||||||
| PENN MEDICINE AT CHERRY HILL | ||||||||||
| 409 RT 70 | CHERRY HILL | NJ | 08034 | OUTPATIENT FACILITY | ||||||
| PERELMAN CENTER FOR ADVANCED MEDICINE | ||||||||||
| 3400 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | OUTPATIENT FACILITY | ||||||
| ANATOMY CHEMISTRY | ||||||||||
| 420 GUARDIAN DRIVE | PHILADELPHIA | PA | 19104 | X | ||||||
| BIOMEDICAL RESEARCH BUILDING 2 | ||||||||||
| 500 OSLER CIRCLE | PHILADELPHIA | PA | 19104 | X | ||||||
| BLOCKLEY HALL | ||||||||||
| 423 GUARDIAN DRIVE | PHILADELPHIA | PA | 19104 | X | ||||||
| CAROLYN HOFF LYNCH BIOLOGY LAB | ||||||||||
| 433 S UNIVERSITY AVE | PHILADELPHIA | PA | 19104 | X | ||||||
| CHEMISTRY LABORATORIES | ||||||||||
| 231 S 34TH STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| CHESTNUT HALL | ||||||||||
| 3900 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| CLINICAL RESEARCH BUILDING | ||||||||||
| 415 CURIE BLVD | PHILADELPHIA | PA | 19104 | X | ||||||
| GL LABORATORY BUILDING | ||||||||||
| 500 S RIDGEWAY | GLENOLDEN | PA | 19036 | X | ||||||
| GODDARD LABORATORIES | ||||||||||
| 3710 HAMILITON WALK | PHILADELPHIA | PA | 19104 | X | ||||||
| HAYDEN HALL | ||||||||||
| 3320 SMITH WALK | PHILADELPHIA | PA | 19104 | X | ||||||
| ROBERT WOOD JOHNSON PAVILION | ||||||||||
| 3610 HAMILTON WALK | PHILADELPHIA | PA | 19104 | X | ||||||
| 3401 MARKET STREET BUILDING | ||||||||||
| 3401 MARKET STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| 3440 MARKET STREET BUILDING | ||||||||||
| 3440 MARKET STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| 3508 MARKET STREET BUILDING | ||||||||||
| 3508 MARKET STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| 3535 MARKET STREET BUILDING | ||||||||||
| 3535 MARKET STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| 3600 MARKET STREET BUILDING | ||||||||||
| 3600 MARKET STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| 3624 MARKET STREET BUILDING | ||||||||||
| 3624 MARKET STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| 3700 MARKET STREET BUILDING | ||||||||||
| 3700 MARKET STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| 3701 MARKET STREET BUILDING | ||||||||||
| 3701 MARKET STREET | PHILADLEPHIA | PA | 19104 | X | ||||||
| MEDICAL RESEARCH | ||||||||||
| UNIVERSITY AVE WOODLAND AVE | PHILADELPHIA | PA | 19104 | X | ||||||
| JOHN MORGAN BUILDING | ||||||||||
| 3620 HAMILTON WALK | PHILADLEPHIA | PA | 19104 | X | ||||||
| MUTCH BUILDING | ||||||||||
| 39TH MARKET STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| PENN TOWER | ||||||||||
| 300 S 33RD STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| PUBLIC LEDGER BUILDING | ||||||||||
| 150 S INDEPENDENCE MALL WEST | PHILADELPHIA | PA | 19106 | X | ||||||
| RALSTON HOUSE | ||||||||||
| 3615 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| RICHARDS MEDICAL RESEARCH LABS | ||||||||||
| 3700 HAMILTON WALK | PHILADELPHIA | PA | 19104 | X | ||||||
| SCHEIE EYE INSTITUTE | ||||||||||
| 39TH STREET MARKET STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| STELLAR-CHANCE LABORATORIES | ||||||||||
| 422 CURIE BLVD | PHILADELPHIA | PA | 19104 | X | ||||||
| EDWARD J STEMMLER HALL | ||||||||||
| 3450 HAMILTON WALK | PHILADELPHIA | PA | 19104 | X | ||||||
| TOWNE BUILDING | ||||||||||
| 220 S 33RD STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| TRANSLATIONAL RESEARCH LAB | ||||||||||
| 125 S 31ST STREET | PHILADELPHIA | PA | 19104 | X | ||||||
| VAGELOS LABORATORIES | ||||||||||
| 3340 SMITH WALK | PHILADELPHIA | PA | 19104 | X | ||||||
| VERNON & SHIRLEY HILL PAVILION | ||||||||||
| 380 S UNIVERSITY AVE | PHILADELPHIA | PA | 19104 | X | ||||||
Form990 Schedule H Part VI Form990ScheduleHPartVI
| Field | Value | IRS element (for citing) |
|---|---|---|
| General Explanation | PART 1, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $92,709,000 FOR THE YEAR ENDED JUNE 30, 2010. THIS AMOUNT HAS BEEN SUBTRACTED FOR PURPOSES OF CALCULATING THE PERCENTAGES REPORTED ON THE SCHEDULE H, PART I, LINE 7 TABLE. 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. ---------------------------------------------------------- PART III, SECTION A, LINE 4 (BAD DEBT EXPENSE) 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 MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE THEY PROVIDE. THESE RECORDS INCLUDE THE AMOUNT OF PAYMENT FOREGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. SUCH AMOUNTS HAVE BEEN EXCLUDED FROM NET PATIENT SERVICE REVENUE. 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 IN THE ACCOMPANYING COMBINED STATEMENTS OF OPERATIONS. THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON A COST TO CHARGE RATIO. ---------------------------------------------------------- PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. ---------------------------------------------------------- PART III, SECTION C, LINE 9B (COLLECTION PRACTICES) THE 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 VI, LINE 2 (NEEDS ASSESSMENT) THE 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 FY10. 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, THIS 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 SPECI | GeneralExplanation |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | true | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)
| Type Of GrantTypeOfGrant | Number Of RecipientsNumberOfRecipients | Amount Of Cash GrantAmountOfCashGrant | Amount Of Non Cash AssistanceAmountOfNonCashAssistance | Method Of ValuationMethodOfValuation | Description Of Non Cash AssistanceDescriptionOfNonCashAssistance |
|---|---|---|---|---|---|
| FINANCIAL AID TO UNDERGRADUATE STUDENTS | 5147 | 180228043 | 0 | N/A | N/A |
| FINANCIAL AID TO GRADUATE/PROFESSIONAL STUDENTS | 6644 | 152245201 | 0 | N/A | N/A |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURES FOR MONITORING GRANTS/SCHOLARSHIPS AWARDED | Identifier |
| Return Reference | Schedule I, PART I, LINE 2 | ReturnReference |
| Explanation | THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") MAINTAINS A POLICY OF OFFERING QUALIFIED UNDERGRADUATE APPLICANTS ADMISSION TO THE UNIVERSITY WITHOUT REGARD TO FINANCIAL CIRCUMSTANCES. IN SUCH REGARD, THE UNIVERSITY PROVIDES FINANCIAL ASSISTANCE TO ELIGIBLE STUDENTS IN THE FORM OF DIRECT GRANTS, LOANS AND EMPLOYMENT. THE UNIVERSITY MONITORS AND MAINTAINS RECORDS OF SUCH FINANCIAL ASSISTANCE PROVIDED. ALL UNDERGRADUATE FINANCIAL AID AWARDED BY THE UNIVERSITY IS BASED ONLY ON "FINANCIAL NEED". AN UNDERGRADUATE STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF TUITION REMISSION AS A RESULT OF A PARENT BEING ELIGIBLE TO RECEIVE THIS BENEFIT AS A CONDITION OF THEIR EMPLOYMENT. GRADUATE/PROFESSIONAL FINANCIAL AID CAN BE AWARDED BASED ON "FINANCIAL NEED", SERVICE (TEACHING FELLOWSHIPS, RESEARCH ASSISTANTSHIPS AND FELLOWSHIPS) OR OTHER CRITERIA SUCH AS MERIT/ACADEMICS. A GRADUATE/PROFESSIONAL STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF BENEFIT AS DESCRIBED ABOVE. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | X | FirstClassOrCharterTravel |
| Travel For Companions | X | TravelForCompanions |
| Idemnification Gross Up Payments | X | IdemnificationGrossUpPayments |
| Housing Allowance Or Residence | X | HousingAllowanceOrResidence |
| Club Dues Or Fees | X | ClubDuesOrFees |
| Personal Services | X | PersonalServices |
| Written Policy Re T And E Expenses | true | WrittenPolicyReTAndEExpenses |
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | true | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (43 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DR AMY GUTMANN | |||||||||||||
| 897308 | 0 | 0 | 0 | 23837 | 0 | 365000 | 0 | 34895 | 0 | 1321040 | 0 | 0 | 0 |
| ROBIN BECK | |||||||||||||
| 358439 | 0 | 35000 | 0 | 14610 | 0 | 22060 | 0 | 17673 | 0 | 447782 | 0 | 10800 | 0 |
| CRAIG CARNAROLI | |||||||||||||
| 584250 | 0 | 108000 | 0 | 388 | 0 | 53280 | 0 | 18328 | 0 | 764246 | 0 | 0 | 0 |
| JEFFREY COOPER | |||||||||||||
| 268299 | 0 | 25000 | 0 | 1161 | 0 | 24750 | 0 | 18850 | 0 | 338060 | 0 | 0 | 0 |
| LORI DOYLE | |||||||||||||
| 248046 | 0 | 22000 | 0 | 360 | 0 | 22510 | 0 | 38630 | 0 | 331546 | 0 | 0 | 0 |
| BONNIE GIBSON | |||||||||||||
| 258781 | 0 | 27700 | 0 | 1068 | 0 | 23679 | 0 | 12237 | 0 | 323465 | 0 | 0 | 0 |
| STEPHEN GOLDING | |||||||||||||
| 312622 | 0 | 23000 | 0 | 1290 | 0 | 28350 | 0 | 10577 | 0 | 375839 | 0 | 0 | 0 |
| JACK HEUER | |||||||||||||
| 294631 | 0 | 28720 | 0 | 439 | 0 | 26989 | 0 | 7853 | 0 | 358632 | 0 | 0 | 0 |
| JOHN HORN | |||||||||||||
| 224469 | 0 | 2000 | 0 | 480 | 0 | 20520 | 0 | 46735 | 0 | 294204 | 0 | 0 | 0 |
| LESLIE KRUHLY | |||||||||||||
| 211651 | 0 | 21000 | 0 | 1103 | 0 | 19530 | 0 | 48381 | 0 | 301665 | 0 | 0 | 0 |
| JOANN MITCHELL | |||||||||||||
| 269491 | 0 | 25000 | 0 | 601 | 0 | 24750 | 0 | 12939 | 0 | 332781 | 0 | 0 | 0 |
| ANNE PAPAGEORGE | |||||||||||||
| 295180 | 0 | 32900 | 0 | 436 | 0 | 26928 | 0 | 11015 | 0 | 366459 | 0 | 0 | 0 |
| GREGORY ROST | |||||||||||||
| 333665 | 0 | 29460 | 0 | 690 | 0 | 30600 | 0 | 21779 | 0 | 416194 | 0 | 0 | 0 |
| ARTHUR RUBENSTEIN | |||||||||||||
| 1344099 | 0 | 546222 | 0 | 554916 | 0 | 22050 | 0 | 24982 | 0 | 2492269 | 0 | 370736 | 0 |
| MAUREEN RUSH | |||||||||||||
| 229399 | 0 | 24500 | 0 | 5125 | 0 | 21267 | 0 | 18629 | 0 | 298920 | 0 | 0 | 0 |
| WENDY WHITE | |||||||||||||
| 465099 | 0 | 44000 | 0 | 1290 | 0 | 42300 | 0 | 16776 | 0 | 569465 | 0 | 0 | 0 |
| MARIE WITT | |||||||||||||
| 251081 | 0 | 26000 | 0 | 367 | 0 | 23328 | 0 | 30889 | 0 | 331665 | 0 | 0 | 0 |
| JOHN ZELLER | |||||||||||||
| 446649 | 0 | 32000 | 0 | 54359 | 0 | 40950 | 0 | 38565 | 0 | 612523 | 0 | 0 | 0 |
| ANDREW BINNS | |||||||||||||
| 306367 | 0 | 0 | 0 | 1171 | 0 | 22050 | 0 | 16270 | 0 | 345858 | 0 | 0 | 0 |
| PATRICK BRENNAN | |||||||||||||
| 389666 | 0 | 165794 | 0 | 3197 | 0 | 30921 | 0 | 20061 | 0 | 609639 | 0 | 0 | |
| REBECCA V BUSHNELL | |||||||||||||
| 318848 | 0 | 23000 | 0 | 1290 | 0 | 29070 | 0 | 34610 | 0 | 406818 | 0 | 0 | 0 |
| MICHAEL DANDORPH | |||||||||||||
| 479070 | 0 | 186119 | 0 | 84135 | 0 | 85000 | 0 | 7193 | 0 | 841517 | 0 | 0 | 0 |
| PETER DEGNAN | |||||||||||||
| 259860 | 0 | 0 | 0 | 492 | 0 | 22050 | 0 | 13913 | 0 | 296315 | 0 | 0 | 0 |
| STEVEN J FLUHARTY | |||||||||||||
| 358978 | 0 | 4250 | 0 | 690 | 0 | 9800 | 0 | 16406 | 0 | 390124 | 0 | 0 | 0 |
| GLEN N GAULTON | |||||||||||||
| 471803 | 0 | 160230 | 0 | 58245 | 0 | 22050 | 0 | 55572 | 0 | 767900 | 0 | 0 | 0 |
| KRISTIN GILBERTSON | |||||||||||||
| 546131 | 0 | 515000 | 0 | 300 | 0 | 207050 | 0 | 7910 | 0 | 1276391 | 0 | 0 | 0 |
| ELIZABETH JOHNSTON | |||||||||||||
| 506959 | 0 | 200068 | 0 | 83040 | 0 | 98401 | 0 | 8534 | 0 | 897002 | 0 | 0 | 0 |
| KEITH KASPER | |||||||||||||
| 465264 | 0 | 172199 | 0 | 61458 | 0 | 91000 | 0 | 6368 | 0 | 796289 | 0 | 0 | 0 |
| DAVID KENNEDY | |||||||||||||
| 754581 | 0 | 200813 | 0 | 46163 | 0 | 22050 | 0 | 20971 | 0 | 1044578 | 0 | 0 | 0 |
| CHRISTOPHER KOPS | |||||||||||||
| 301893 | 0 | 101515 | 0 | 10397 | 0 | 22050 | 0 | 23968 | 0 | 459823 | 0 | 0 | 0 |
| KEVIN MAHONEY | |||||||||||||
| 497879 | 0 | 192688 | 0 | 122382 | 0 | 96799 | 0 | 18338 | 0 | 928086 | 0 | 0 | 0 |
| GAIL MORRISON | |||||||||||||
| 415795 | 0 | 139774 | 0 | 23257 | 0 | 22050 | 0 | 17117 | 0 | 617993 | 0 | 0 | 0 |
| RALPH MULLER | |||||||||||||
| 1318866 | 0 | 516010 | 0 | 282287 | 0 | 255441 | 0 | 16563 | 0 | 2389167 | 0 | 0 | 0 |
| PETER QUINN | |||||||||||||
| 718340 | 0 | 268119 | 0 | 109549 | 0 | 22050 | 0 | 15150 | 0 | 1133208 | 0 | 0 | 0 |
| THOMAS ROBERTSON | |||||||||||||
| 519038 | 0 | 44000 | 0 | 30240 | 0 | 22050 | 0 | 15082 | 0 | 630410 | 0 | 0 | 0 |
| GARRY SCHEIB | |||||||||||||
| 831063 | 0 | 325377 | 0 | 131298 | 0 | 161000 | 0 | 13979 | 0 | 1462717 | 0 | 0 | 0 |
| RAMIN SEDEHI | |||||||||||||
| 233111 | 0 | 0 | 0 | 303 | 0 | 21574 | 0 | 15170 | 0 | 270158 | 0 | 0 | 0 |
| N SCOTT ADZICK | |||||||||||||
| 789551 | 0 | 397817 | 0 | 525195 | 0 | 22050 | 0 | 30584 | 0 | 1765197 | 0 | 0 | 0 |
| MICHAEL SEAN GRADY | |||||||||||||
| 1143665 | 0 | 346899 | 0 | 2028 | 0 | 30921 | 0 | 44472 | 0 | 1567985 | 0 | 0 | 0 |
| THOMAS L SPRAY | |||||||||||||
| 1344847 | 0 | 138040 | 0 | 77297 | 0 | 22050 | 0 | 14100 | 0 | 1596334 | 0 | 0 | 0 |
| PAUL MARCOTTE | |||||||||||||
| 1036054 | 0 | 444960 | 0 | 1702 | 0 | 29147 | 0 | 5886 | 0 | 1517749 | 0 | 0 | 0 |
| VINCENT PRICE | |||||||||||||
| 417475 | 0 | 30000 | 0 | 690 | 0 | 31275 | 0 | 22373 | 0 | 501813 | 0 | 0 | 0 |
| JOHN PAUL DORMANS | |||||||||||||
| 643665 | 0 | 838017 | 0 | 6914 | 0 | 22050 | 0 | 16888 | 0 | 1527534 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | COMPENSATION INFORMATION | Identifier |
| Explanation | SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION FORM 990, SCHEDULE J, LINE 4B THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS 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 "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNT WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. 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 SERP PLAN DURING THE YEAR: ROBIN BECK, PATRICK BRENNAN, REBECCA BUSHNELL, CRAIG CARNAROLI, JEFFREY COOPER, MICHAEL DANDORPH, LORI DOYLE, BONNIE GIBSON, STEPHEN GOLDING, MICHAEL SEAN GRADY, JOHN HEUER, ELIZABETH JOHNSTON, KEITH KASPER, DAVID KENNEDY, KEVIN MAHONEY, PAUL MARCOTTE, JOANN MITCHELL, RALPH MULLER, ANNE PAPAGEORGE, VINCENT PRICE, PETER QUINN, THOMAS ROBERTSON, GREGORY ROST, ARTHUR RUBENSTEIN, MAUREEN RUSH, GARRY SCHEIB, WENDY WHITE, MARIE WITT, AND JOHN ZELLER. ------------------------------ PROVISION OF NON-FIXED PAYMENTS FORM 990, SCHEDULE J, LINE 7 THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON ARE APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (5 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A&B 2005 | ||||||
| 222243852 | 70917nr97 | 2005-01-12 | 112618284 | REFUND 1995 BONDS; sprinkler systm | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES C 2005 | ||||||
| 222243852 | 70917N7V0 | 2005-08-18 | 146112644 | REDEEM 1998 BONDS; CAP PROJECTS | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2009 | ||||||
| 222243582 | 70917RUS2 | 2009-03-16 | 228289883 | VARIOUS CAPITAL PROJECTS | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES B 2009 | ||||||
| 222243852 | 70917RUS2 | 2009-03-16 | 44226561 | REFUND 2008A (refunding 2002B) | false | false |
| PA HIGHER ED FACILITIES AUTHORITY- SERIES C 2009 | ||||||
| 222243852 | 70917RUS2 | 2009-03-16 | 31057669 | PARTIAL REFUND OF 1998 BONDS | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (5 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Amount UnspentAmountUnspent | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 73479000 | 0 | 0 | 0 | 273585 | 0 | 5039284 | 2005 | true | true | true | true |
| 140998000 | 0 | 0 | 0 | 945629 | 0 | 70126989 | 2006 | false | true | true | true |
| 225575000 | 0 | 0 | 32202811 | 1585008 | 0 | 194497189 | false | false | false | true | |
| 44080000 | 0 | 0 | 0 | 327620 | 0 | 0 | 2002 | true | false | true | true |
| 30771000 | 0 | 0 | 0 | 224995 | 0 | 0 | 1998 | true | false | true | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (5 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| false | true | true | true | true | 0.00113 | 0.01961 | 0.02074 | true |
| false | true | true | true | true | 0.00329 | 0.00914 | 0.01243 | true |
| false | false | false | false | false | 0.00000 | 0.00000 | 0.00000 | true |
| false | true | true | true | true | 0.01071 | 0.00011 | 0.01082 | true |
| false | false | false | false | true | 0.00000 | 0.00000 | 0.00000 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (5 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|
| false | false | false | false | false | true |
| false | false | false | false | false | true |
| false | false | false | false | false | true |
| false | false | false | false | false | true |
| false | false | false | false | false | true |
Schedule L IRS990ScheduleL
Loan Table LoanTable (3 entries)
| Purpose Of LoanPurposeOfLoan | Loan From OrganizationLoanFromOrganization | Original PrincipalOriginalPrincipalAmount | Balance DueBalanceDue | DefaultDefault | Approved By BoardApprovedByBoard | Written AgreementWrittenAgreement |
|---|---|---|---|---|---|---|
| AFAF MELEIS | ||||||
| MORTGAGE ASSISTANCE | X | $200,000 | 200000 | false | true | true |
| ANDREW PORTER | ||||||
| EMPLOYEE LOAN | X | $150,000 | 75000 | false | true | true |
| MARILYN J TAYLOR | ||||||
| EMPLOYEE LOAN | X | $150,000 | 77500 | false | true | true |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | 352500 | TotalBalanceDue |
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| COMCAST CORPORATION | |||
| COMMON TRUSTEE/OFFICER | 421559 | PURCHASE OF SERVICES | false |
| JP MORGAN CHASE BANK | |||
| COMMON TRUSTEE/OFFICER | 726842 | PURCHASE OF SERVICES | false |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArt | |
| Art Historical Treasures | ArtHistoricalTreasures | |
| Art Fractional Interest | ArtFractionalInterest | |
| Books And Publications | BooksAndPublications | |
| Clothing And Household Goods | ClothingAndHouseholdGoods | |
| Cars And Other Vehicles | CarsAndOtherVehicles | |
| Boats And Planes | BoatsAndPlanes | |
| Intellectual Property | IntellectualProperty | |
| Securities Publicly Traded | SecuritiesPubliclyTraded | |
| Securities Closely Held Stock | SecuritiesCloselyHeldStock | |
| Securities Prtnrshp Trust Intrsts | SecuritiesPrtnrshpTrustIntrsts |
Securities Miscellaneous SecuritiesMiscellaneous
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 323 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 33093848 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Qualified Contrib Hist Struct | QualifiedContribHistStruct | |
| Qualified Contrib Other | QualifiedContribOther | |
| Real Estate Residential | RealEstateResidential | |
| Real Estate Commercial | RealEstateCommercial |
Real Estate Other RealEstateOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Number Of Contributions | 1 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 1953823 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | fair market value | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collectibles | Collectibles | |
| Food Inventory | FoodInventory | |
| Drugs And Medical Supplies | DrugsAndMedicalSupplies | |
| Taxidermy | Taxidermy | |
| Historical Artifacts | HistoricalArtifacts | |
| Scientific Specimens | ScientificSpecimens | |
| Archaeological Artifacts | ArchaeologicalArtifacts |
Other Non Cash Contributions Table OtherNonCashContributionsTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | X | NonCashCheckbox |
| Description | OTHER GIFTS IN KIND | Description |
| Number Of Contributions | 30 | NumberOfContributions |
| Noncash Contribs Rptd F990 | 3061374 | NoncashContribsRptdF990 |
| Method Of Determining Revenues | cost | MethodOfDeterminingRevenues |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of8283 Received | 38 | NumberOf8283Received |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeld |
| Review Process Unusual NC Gifts | true | ReviewProcessUnusualNCGifts |
| Third Parties Used | true | ThirdPartiesUsed |
Form990 Schedule M Part II Form990ScheduleMPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | UTILIZATION OF THIRD PARTIES FOR SALES | Identifier |
| Return Reference | SCHEDULE M, PART I, LINE 32B | ReturnReference |
| Explanation | IN RARE INSTANCES WHERE NON-RARE, DUPLICATE DONATIONS OF ART, HISTORICAL TREASURES OR OTHER SIMILAR ASSETS ARE RECEIVED, SUCH ITEMS MAY BE SENT TO A NON-PROFIT VENDOR FOR RESALE. THE UNIVERSITY THEN RECEIVES A PORTION OF THE SALES PRICE. THE TOTAL ACTIVITY WITH THIS VENDOR TYPICALLY GENERATES LESS THAN $2,000 PER YEAR. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUPPLEMENTAL DISCLOSURES | Identifier |
| Explanation | BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS FORM 990, PART IV, LINE 28 AND FORM 990, SCHEDULE L, PART IV DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW THE UNIVERSITY MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS/ORGANIZATRIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. ------------------------------ FORM 990 REVIEW PROCESS FORM 990, PART VI, SECTION B, LINE 11A THE FIRST DRAFT OF THE FEDERAL FORM 990 IS RECEIVED FROM OUR TAX CONSULTING FIRM, PRICEWATERHOUSECOOPERS LLP ("PWC"), ON OR BEFORE MARCH 15TH OF THE FILING YEAR AND REVIEWED BY THE ASSOCIATE COMPTROLLER. THE FORM 990 IS THEN DISTRIBUTED TO VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS, INCLUDING THE COMPTROLLER, CFO OF THE HEALTH SYSTEM AND VICE PRESIDENT FOR FINANCE AND TREASURER PRIOR TO MEETING WITH PWC AND THE ASSOCIATED COMPTROLLER TO DISCUSS AND FINALIZE THE FORM. A "FINAL" DRAFT COPY OF THE FEDERAL FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE AUDIT AND COMPLIANCE COMMITTEE APPROXIMATELY 6 WEEKS PRIOR TO THE FILING DEADLINE. A TELECONFERENCE IS ESTABLISHED WITHIN 3 WEEKS FROM THE DISTRIBUTION DATE TO DISCUSS QUESTIONS, CONCERNS AND ISSUES. ATTENDEES INCLUDE THE MEMBERS OF THE AUDIT AND COMPLIANCE COMMITTEE, ASSOCIATE VP FOR AUDIT, COMPLIANCE AND PRIVACY, AND THE ASSOCIATE COMPTROLLER. THE FINAL COPY OF THE FEDERAL FORM 990 IS POSTED TO THE TRUSTEES WEB SITE FOR DISTRIBUTION AND REVIEW TO ALL TRUSTEES PRIOR TO THE ACTUAL FILING DEADLINE. ------------------------------ CONFLICT OF INTEREST POLICY FORM 990, PART VI, SECTION A, LINE 12C 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; (5) MEMBERS OF THE INVESTMENT BOARD; AND (5) KEY EMPLOYEES. 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 PROCESS FORM 990, PART VI, SECTION B, LINE 15 THE MEMBERSHIP OF THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST 5 DISINTERESTED, VOTING MEMBERS OF THE BOARD OF THE TRUSTEES. THE COMMITTEE HAS THE AUTHORITY AND RESPONSIBILITY BOTH FOR PROVIDING OVERSIGHT AND REVIEW OF THE EXECUTIVE COMPENSATION PROCESS, OVERSIGHT AND REVIEW OF THE ACTUAL COMPENSATION DECISIONS, AND FOR REVIEWING ACTUAL AND PERCEIVED CONFLICT OF INTEREST TRANSACTIONS INVOLVING TRUSTEES AND STATUTORY OFFICERS ACCORDING TO GUIDELINES ESTABLISHED BY THE UNIVERSITY'S CONFLICT-OF-INTEREST POLICY AS ADOPTED BY THE BOARD OF TRUSTEES. THE COMMITTEE ADOPTS AND IMPLEMENTS EXECUTIVE COMPENSATION PRINCIPLES, AND IS ACCOUNTABLE FOR THE COMPENSATION AND BENEFITS ARRANGEMENTS OF THE PRESIDENT AND HER DIRECT REPORTS, THE STATUTORY OFFICERS, SENIOR ACADEMIC OFFICIALS, DEANS, OTHER KEY EMPLOYEES, AND ALL THOSE INDIVIDUALS WHO ARE POTENTIAL DISQUALIFIED PERSONS WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS LEGISLATION. THE COMMITTEE MAY PERIODICALLY REVIEW THE COMPENSATION AND BENEFITS OF OTHER HIGHLY COMPENSATED INDIVIDUALS, EVEN IF THEY ARE NOT DEEMED TO EXERCISE "SUBSTANTIAL INFLUENCE" OVER THE UNIVERSITY. THE COMPENSATION SUBCOMMITTEE (CREATED TO CONFORM TO CERTAIN PROCEDURES IN DOCUMENTING REASONABLE SALARIES FOR THE OFFICERS OF THE UNIVERSITY), MEETS AT LEAST TWICE A YEAR TO REVIEW APPROPRIATE DATA, INCLUDING COMPARABLE SALARIES, IN ORDER TO REPORT ITS CONCLUSIONS AND RECOMMENDATIONS ON OFFICERS' SALARIES FOR FINAL APPROVAL. THE COMPENSATION SUBCOMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY TO SERVE AS A CONSULTANT. ------------------------------ DCOUMENTS AVAILABILITY TO PUBLIC FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS - OFFICIAL RECORDS GENERATED OR RECEIVED BY THE ADMINISTRATIVE AND ACADEMIC OFFICES OF THE UNIVERSITY IN THE CONDUCT OF THEIR BUSINESS ARE THE PROPERTY OF THE UNIVERSITY AND MAY BECOME ARCHIVAL MATERIAL. THE ARCHIVED RECORDS ARE AVAILABLE THROUGH THE UNIVERSITY ARCHIVES AND RECORDS CENTER WEB SITE HTTP://WWW.ARCHIVES.UPENN.EDU UNDER 'PRIMARY SOURCES'. CONFLICT OF INTEREST POLICES - POLICIES, STATEMENTS, AND GUIDELINES ARE AVAILABLE TO THE PUBLIC ON THE OFFICE OF THE AUDIT, COMPLIANCE, AND PRIVACY WEB SITE AT HTTP://WWW.UPENN.EDU/AUDIT/OACP UNDER PRINCIPLES OF RESPONSIBLE CONDUCT. FINANCIAL STATEMENTS - OUR ANNUAL REPORT IS PRODUCED BY THE OFFICE OF THE VICE PRESIDENT AND TREASURER IN CONJUNCTION WITH THE OFFICE OF THE COMPTROLLER AND INCLUDES THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, SUMMARY OF ENDOWMENT PERFORMANCE, AND MESSAGES FROM EXECUTIVE MANAGEMENT. ANNUAL REPORTS ARE PUBLISHED AFTER THE CLOSE OF EACH FISCAL YEAR (JULY 1 TO JUNE 30) AND ARE AVAILABLE ON THE COMPTROLLER WEB SITE AT HTTP://WWW.FINANCE.UPENN.EDU/COMPTROLLER UNDER ANNUAL REPORTS. ------------------------------ DETAIL OF OFFICERS, DIRECTORS, TRUSTEES, ETC. FORM 990, PART VII, COLUMN (B) CERTAIN OFFICERS, DIRECTORS, TRUSTEES AND KEY EMPLOYEES OF THE UNIVERSITY MAY ALSO DEVOTE TIME EACH WEEK TO RELATED ORGANIZATIONS. ------------------------------ GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS FORM 990, SCHEDULE L, PART III CERTAIN OFFICERS AND KEY EMPLOYEES OF THE UNIVERSITY 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. ------------------------------ SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K, Part I, Row A, Item (c), CUSIP# The following is an additional CUSIP# For the PA HIgher Ed Facilities Authority- Series A & B of 2005- 70917NQ72 ------------------------------ SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K, Part I, Bond Issues A portion of the PA HIgher Ed Facilities Authority- Series A of 2008 bond issue has been allocated to PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), a related IRC section 501(c)(3) organization. Since the University remains as the primary obligor of the bond, all information regarding the 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 $22,396,723 as of June 30, 2010. A portion of the PA HIgher Ed Facilities Authority- Series A of 2005 bond issue has been allocated to Presbyterian Medical Center (EIN 23-2810852), a related IRC section 501(c)(3) organization. Since the University remains as the primary obligor of the bond, all information regarding the Series A of 2005 bond issue has been reported on the Form 990, Schedule K of the University. The total allocated oustanding balance for Presbyterian Medical Center was $34,221,260 as of June 30, 2010. ------------------------------ SUPPLEMENTAL INFORMATION ON TAX-EXEMPT BONDS FORM 990, SCHEDULE K, Part III, Private Business Use PercentageS For the PA HIgher Ed Facilities Authority- Series A of 2009 and Series A of 2008, the UNIVERSITY has specifically allocated equity to all sources of private business use, with the exception of issuance costs, within the required time frame. As such, the University has reported 0% private business use for the Series A of 2009 and Series A of 2008 issues on Schedule K, Part III, lines 4 and 5. | Explanation |
Schedule R IRS990ScheduleR
Form990 Schedule R Part I Form990ScheduleRPartI (7 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Total IncomeTotalIncome | EOY AssetsEOYAssets | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode | Legal Domicile Foreign CountryLegalDomicileForeignCountry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RA CITRUS-HEIGHT REMAINDERCO LLC | |||||||||||||||
| 6162 San Juan Ave | Citrus Heights | CA | 95610 | 134018559 | REMAINDER | CA | 0 | 0 | NA | ||||||
| RA FLINT REMAINDERCO LLC | |||||||||||||||
| 5014 CLIO ROAD | FLINT | MI | 48501 | 134018594 | REMAINDER | MI | 0 | 0 | NA | ||||||
| RA GIBBSTOWN REMAINDERCO LLC | |||||||||||||||
| 380 HARMONY ROAD | GIBBSTOWN | NJ | 08027 | 231352685 | REMAINDER | NJ | 0 | 0 | NA | ||||||
| RA BLYTHE REMAINDERCO LLC | |||||||||||||||
| 890 E Hobson Way | Blythe | CA | 92225 | 231352685 | REMAINDER | CA | 0 | 0 | NA | ||||||
| RA CLAREMONT REMAINDERCO LLC | |||||||||||||||
| 45-99 WASHINGTON STREET | CLAREMONT | NH | 03743 | 231352685 | REMAINDER | NH | 0 | 0 | NA | ||||||
| RA03 NEW OXFORD REMAINDERCO LLC | |||||||||||||||
| 5675 YORK ROAD | NEW OXFORD | PA | 17350 | 231352685 | REMAINDER | PA | 0 | 0 | NA | ||||||
| UNIV OF PENN USA FOUNDATION LTD | |||||||||||||||
| 980387770 | CHARITY | 210757 | 460000 | NA | 19 NORCOTT ROAD | LONDON | UNITED KINGDOM | UK | N167EJ | UK | |||||
Form990 Schedule R Part II Form990ScheduleRPartII (29 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|
| Abramson Institute | |||||||||
| 1086 Penllyn Blue Bell Pike | Blue Bell | PA | 19422 | 232929823 | MED RESEARCH | PA | 501(c)(3) | 4 | NA |
| CLINICAL CARE ASSOCIATES OF uphs | |||||||||
| 250 KING OF PRUSSIA RD 4TH FL | RADNOR | PA | 19087 | 232729852 | HEALTHCARE | PA | 501(c)(3) | 9 | NA |
| UNIVERSITY CLUB AT PENN INC | |||||||||
| 3611 WALNUT STREET | PHILADELPHIA | PA | 19104 | 236299508 | FAC. CLUB | PA | 501(c)(3) | 11, A | NA |
| FRANKLIN SPECIALTY PHYSICIANS | |||||||||
| 3451 WALNUT STREET | PHILADELPHIA | PA | 19104 | 232992715 | SUPPORT ORG | PA | 501(c)(3) | 11, B | NA |
| HALL MERCER HOSPITAL | |||||||||
| 1735 MARKET STREET | PHILADELPHIA | PA | 19103 | 236002383 | SUPPORT ORG | PA | 501(c)(3) | 11, A | PA HOSPITAL |
| MATERNITY HOSPITAL | |||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 236407608 | SUPPORT ORG | PA | 501(c)(3) | 11, A | PA HOSPITAL |
| OAP INC | |||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 231986931 | SUPPORT ORG | PA | 501(c)(3) | 11, A | NA |
| P2B VENTURES INC | |||||||||
| 3535 MARKET STREET | PHILADELPHIA | PA | 19104 | 233069744 | SUPPORT ORG | PA | 501(c)(3) | 11, A | NA |
| PENN CENTER FOR REHAB AND CARE | |||||||||
| 3609 CHESTNUT STREET | PHILADELPHIA | PA | 19104 | 232422635 | HEALTHCARE | PA | 501(c)(3) | 3 | NA |
| PENN CLUB OF NEW YORK INC | |||||||||
| 30 WEST 44TH STREET | NEW YORK | NY | 10036 | 232726687 | CLUB | NY | 501(c)(7) | N/A | NA |
| PENN PRAXIS INC | |||||||||
| 210 South 34TH STREET | Philadelphia | PA | 19104 | 752974931 | SUPPORT ORG | PA | 501(c)(3) | 11, A | NA |
| PENN PRESS INC | |||||||||
| 3905 SPRUCE STREET | PHILADELPHIA | PA | 19104 | 231876142 | PUBLISHING | PA | 501(c)(3) | 11, A | NA |
| PENNSYLVANIA HOSPITAL OF UPHS | |||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 311538725 | HEALTHCARE | PA | 501(c)(3) | 3 | NA |
| PGH DEVELOPMENT CORP | |||||||||
| 426 CURIE BLVD | PHILADELPHIA | PA | 19104 | 232351015 | SUPPORT ORG | PA | 501(c)(3) | 11, A | NA |
| PHILADELPHIA DISPENSARY | |||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 236407456 | SUPPORT ORG | PA | 501(c)(3) | 11, B | NA |
| PHILADELPHIA LYING-IN CHARITY | |||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 19107 | 236407457 | SUPPORT ORG | PA | 501(c)(3) | 11, A | PA HOSPITAL |
| PHOENIXVILLE HOSPITAL OF UPHS | |||||||||
| 3001 MARKET STREET 3RD FLOOR | PHILADELPHIA | PA | 19104 | 232901089 | SUPPORT ORG | PA | 501(c)(3) | 11, B | NA |
| PRESBYTERIAN ANESTHESIOLOGY FOUNDATION | |||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232561573 | SUPPORT ORG | PA | 501(c)(3) | 11, B | NA |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | |||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232810852 | HEALTHCARE | PA | 501(c)(3) | 3 | NA |
| PRESBYTERIAN MULTI-SPECIALTY GROUP | |||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232723154 | HEALTHCARE | PA | 501(c)(3) | 3 | NA |
| PRESBYTERIAN PERSONAL CARE RESIDENCE | |||||||||
| 51 NORTH 39TH STREET | PHILADELPHIA | PA | 19104 | 232294713 | HEALTHCARE | PA | 501(c)(3) | 3 | NA |
| PRESTON MATERNITY HOSPITAL | |||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 231360853 | SUPPORT ORG | PA | 501(c)(3) | 11, B | NA |
| SAY YES TO EDUCATION FOUNDATION | |||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 222883885 | EDU SUPPORT | PA | 501(c)(3) | 11, C | NA |
| SS HUEBNER FOUNDATION FOR INSURANCE EDUC | |||||||||
| 3000 STEINBERG HALL | PHILADELPHIA | PA | 19104 | 236297325 | EDU SUPPORT | PA | 501(c)(3) | 11, A | NA |
| UNIVERSITY CITY ASSOCIATES INC | |||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 233021159 | SUPPORT ORG | PA | 501(c)(3) | 11, A | NA |
| UPENN RETIREE BENEFITS TRUST | |||||||||
| 3451 WALNUT STREET ROOM 329 | PHILADELPHIA | PA | 19104 | 232769744 | BENEFITS | PA | 501(c)(3) | 11, A | NA |
| WISSAHICKON HOSPICE OF UPHS | |||||||||
| 150 MONUMENT ROAD SUITE 300 | BALA CYNWYD | PA | 19004 | 232152662 | HOSPICE CARE | PA | 501(c)(3) | 9 | NA |
| WOMEN'S AND CHILDREN'S HEALTH SERVICES | |||||||||
| 700 SPRUCE STREET | PHILADELPHIA | PA | 19106 | 232248956 | HEALTHCARE | PA | 501(c)(3) | 3 | PA HOSPITAL |
| THE ASC TRUST OF THE UNIV OF PA | |||||||||
| 1500 MARKET ST STE 3500E | PHILADELPHIA | PA | 19102 | 810550464 | SUPPORT ORG | PA | 501(c)(3) | 11(D) | NA |
Form990 Schedule R Part III Form990ScheduleRPartIII
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEIGHBORHOOD PRESERVATION & DEV FUND LLC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 240 NEW YORK DR STE 1 | AddressLine1 |
| City | Fort Washington | City |
| State | PA | State |
| ZIP Code | 19034 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 251866525 | EIN |
| Primary Activity | RENTAL | PrimaryActivity |
| Legal Domicile State | PA | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | INVESTMENT | PredominantIncomeType |
| Share Of Total Income | -1112 | ShareOfTotalIncome |
| Share Of EOY Assets | -5062 | ShareOfEOYAssets |
| Disproportionate Allocations | false | DisproportionateAllocations |
| Code V | $0 | CodeVAmount |
| General Or Managing Partner | false | GeneralOrManagingPartner |
Form990 Schedule R Part IV Form990ScheduleRPartIV (10 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivityPrimaryActivity | Legal Domicile StateLegalDomicileState | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Type Of EntityTypeOfEntity | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Address Line1AddressForeign/AddressLine1 | CityAddressForeign/City | Province Or StateAddressForeign/ProvinceOrState | CountryAddressForeign/Country | Postal CodeAddressForeign/PostalCode |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CLINICAL HEALTH CARE ASSOC | |||||||||||||||||
| 250 KING OF PRUSSIA ROAD 4TH FLOOR | RADNOR | PA | 190875220 | 232865181 | PHYS MGMT | PA | NA | CORPORATION | -5276995 | 56386766 | 1.00000 | ||||||
| DELANCEY CORPORATION | |||||||||||||||||
| 510 Walnut Street Suite 420 | Philadelphia | PA | 19106 | 232060159 | Rental | PA | PA HOSPITAL | CORPORATION | 0 | 0 | 0.00000 | ||||||
| FRANKLIN CASUALTY INSURANCE CO | |||||||||||||||||
| PO Box 350 | Burlington | VT | 054020530 | 043378984 | Insurance | VT | NA | CORPORATION | -183885 | 23787122 | 1.00000 | ||||||
| LEARNING ALLIANCE LLC | |||||||||||||||||
| 1398 WILMINGTON PIKE | WEST CHESTER | PA | 19383 | 562351966 | EDUCATIONAL SERV | PA | NA | CORPORATION | 26933 | 2013255 | 1.00000 | ||||||
| PENN TOWER HOTEL INC | |||||||||||||||||
| 3401 Walnut Street Suite 440A | Philadelphia | PA | 19104 | 232812573 | HOTEL/RESTAUR | PA | NA | CORPORATION | 0 | 15282218 | 1.00000 | ||||||
| PHYSICIAN HOSPITAL ORG OF PAH | |||||||||||||||||
| 800 SPRUCE STREET | PHILADELPHIA | PA | 191076192 | 232773828 | PHYSICIAN ORG | PA | NA | CORPORATION | 0 | 0 | 1.00000 | ||||||
| PINE ARMS HOLDINGS INC | |||||||||||||||||
| 3101 WALNUT STREET | PHILADELPHIA | PA | 19104 | 200177366 | HOLDING CO. | PA | PENN TOWER | CORPORATION | 0 | 0 | 0.00000 | ||||||
| PRESBYTERIAN MEDICAL SERVICES | |||||||||||||||||
| 39TH AND MARKET STREET | PHILADELPHIA | PA | 19104 | 232307991 | HEALTHCARE | PA | NA | CORPORATION | 0 | 0 | 0.00000 | ||||||
| QUAKER INSURANCE COMPANY LTD | |||||||||||||||||
| 3451 WALNUT ST ROOM 329 | PHILADELPHIA | PA | 19104 | SELF-INSURANCE | NA | CORPORATION | 920777 | 87967540 | 1.00000 | BD | |||||||
| FIRST HOSPITAL INSURANCE CO LTD | |||||||||||||||||
| SELF-INSURANCE | PA HOSPITAL | CORPORATION | 0 | 0 | 0.00000 | CJ | P0 BOX 1109 | GRAND CAYMAN | CAYMAN ISLANDS | CJ | KY-1503 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | true | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | false | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | false | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | true | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | false | OtherTransferToOtherOrg |
| Other Transfer From Other Org | true | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| CLINICAL CARE ASSOCIATES OF uphs | |
| r | 4455000 |
| PENNSYLVANIA HOSPITAL OF UPHS | |
| J,N,O | 23037954 |
| PENN PRAXIS INC | |
| C,N,Q | 5230226 |
| PENN TOWER HOTEL INC | |
| A | 1500000 |
| PRESBYTERIAN MEDICAL CENTER OF UPHS | |
| O | 378265 |
| UPENN RETIREE BENEFITS TRUST | |
| B | 27649440 |
| WISSAHICKON HOSPICE OF UPHS | |
| N,P,R | 2087200 |