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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 ReturnHeader

FieldValueIRS element (for citing)
Timestamp2011-05-11T15:35:05-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1PricewaterhouseCoopers LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1700AddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code19103ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN231352685EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIABusinessNameLine1
FieldValueIRS element (for citing)
Name ControlTRUSNameControl
Phone2158988967Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line13451 WALNUT STREETAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191046284ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSTEVE GOLDINGName
TitleVICE PRESIDENT, FINANCETitle
Date Signed2011-05-06DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone2673303000Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSTEPHEN GOLDINGNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line13451 WALNUT STREETAddressLine1
CityPHILADLEPHIACity
StatePAState
ZIP Code19104ZIPCode
FieldValueIRS element (for citing)
Gross Receipts9279906917GrossReceipts
Group Return For AffiliatesfalseGroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.UPENN.EDUWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1740YearFormation
State Legal DomicilePAStateLegalDomicile
Activity Or Mission DescriptionTHE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES.ActivityOrMissionDescription
Nbr Voting Members Governing Body56NbrVotingMembersGoverningBody
Nbr Independent Voting Members54NbrIndependentVotingMembers
Total Nbr Employees43044TotalNbrEmployees
Total Nbr Volunteers11954TotalNbrVolunteers
Total Gross UBI16734769TotalGrossUBI
Net Unrelated Business Txbl Income-17573231NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1027875000ContributionsGrantsPriorYear
Contributions Grants Current Year1131214000ContributionsGrantsCurrentYear
Program Service Revenue Prior Year3133837126ProgramServiceRevenuePriorYear
Program Service Revenue CY3319325582ProgramServiceRevenueCY
Investment Income Prior Year9473000InvestmentIncomePriorYear
Investment Income Current Year173664000InvestmentIncomeCurrentYear
Other Revenue Prior Year17593874OtherRevenuePriorYear
Other Revenue Current Year5480418OtherRevenueCurrentYear
Total Revenue Prior Year4188779000TotalRevenuePriorYear
Total Revenue Current Year4629684000TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year270986687GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY353453292GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year2352690001SalariesEtcPriorYear
Salaries Etc Current Year2416751999SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year784369TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY729114TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year69673464TotalFundrsngExpCurrentYear
Other Expense Prior Year1540129943OtherExpensePriorYear
Other Expenses Current Year1623157595OtherExpensesCurrentYear
Total Expenses Prior Year4164591000TotalExpensesPriorYear
Total Expenses Current Year4394092000TotalExpensesCurrentYear
Revenues Less Expenses Prior Year24188000RevenuesLessExpensesPriorYear
Revenues Less Expenses CY235592000RevenuesLessExpensesCY
Total Assets BOY10293476000TotalAssetsBOY
Total Assets EOY11193816000TotalAssetsEOY
Total Liabilities BOY3303392000TotalLiabilitiesBOY
Total Liabilities EOY3608232000TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY6990084000NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY7585584000NetAssetsOrFundBalancesEOY
Mission DescriptionTHE 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 ServicesfalseSignificantNewProgramServices
Significant ChangefalseSignificantChange
Expense2277296219Expense
Grants288473244Grants
Revenue1271990231Revenue
DescriptionTHE 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

FieldValueIRS element (for citing)
Expense1566451020Expense
Grants0Grants
Revenue2030497000Revenue
DescriptionIV. 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
FieldValueIRS element (for citing)
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Political ActivitiesfalsePoliticalActivities
Lobbying ActivitiestrueLobbyingActivities
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SchooltrueSchool
Foreign OfficetrueForeignOffice
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Activities Conducted PartnershipfalseActivitiesConductedPartnership
Schedule O RequiredtrueScheduleORequired
Number Forms Transmitted With10965453NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
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Name Of Foreign CountryINNameOfForeignCountry
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Nbr Voting Governing Body Members56NbrVotingGoverningBodyMembers
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Family Or Business RelationshipfalseFamilyOrBusinessRelationship
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States Where Copy Of Return Is FiledCAStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledFLStatesWhereCopyOfReturnIsFiled
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled
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Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonLESLIE KRUHLY SECRETARYNamePerson
Telephone Number2158987005TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1211 COLLEGE HALLAddressLine1
CityPHILADELPHIACity
StatePAState
ZIP Code191046303ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (103 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationOfficerOfficerKey EmployeeKeyEmployeeHighest Compensated EmployeeHighestCompensatedEmployee
SCOTT L BOK ESQ
TRUSTEE3.0X000
JUDY BOLLINGER
TRUSTEE3.0X000
DAVID BRUSH
TRUSTEE3.0X000
GILBERT F CASELLAS ESQ
TRUSTEE3.0X000
SUSAN W CATHERWOOD
TRUSTEE3.0X000
DR RAYMOND KF CH'IEN GBSCBEJP
TRUSTEE3.0X000
DR WILLIAM WM CHEUNG DMD
TRUSTEE3.0X000
L JOHN CLARK
TRUSTEE3.0X000
DAVID L COHEN ESQ
CHAIR5.0X000X
PAMELA DALEY ESQ
TRUSTEE3.0X000
SUSAN F DANILOW ESQ
TRUSTEE3.0X000
LEE SPELMAN DOTY
TRUSTEE3.0X000
WILLIAM P EGAN II
TRUSTEE3.0X000
DAVID ERTEL
TRUSTEE3.0X000
JAY S FISHMAN
TRUSTEE3.0X000
SARAH FULLER
TRUSTEE3.0X000
ROBERT A GLEASON JR
TRUSTEE3.0X000
PERRY GOLKIN ESQ
TRUSTEE3.0X000
JOEL M GREENBLATT
TRUSTEE3.0X000
JAMES H GREENE JR
TRUSTEE3.0X000
VAHAN H GUREGHIAN
TRUSTEE3.0X000
DR AMY GUTMANN
PRESIDENT, EX-OFFICIO TRUSTEE40.0X9211450399895X
JANET F HAAS MD
TRUSTEE3.0X000
ANDREW R HEYER
TRUSTEE3.0X000
ROBERT KAPITO
TRUSTEE3.0X000
MICHAEL J KOWALSKI
TRUSTEE3.0X000
ANDREA LAPORTE
TRUSTEE3.0X000
WILLIAM P LAUDER
TRUSTEE3.0X000
PAUL S LEVY ESQ
TRUSTEE3.0X000
ROBERT M LEVY
TRUSTEE3.0X000
M CLAIRE LOMAX ESQ
TRUSTEE3.0X000
HOWARD S MARKS
TRUSTEE3.0X000
DR DEBORAH MARROW
TRUSTEE3.0X000
EDWARD J MATHIAS
TRUSTEE3.0X000
MARC F MCMORRIS
TRUSTEE3.0X000
ANDREA MITCHELL
TRUSTEE3.0X000
MARSHALL H MITCHELL
TRUSTEE3.0X000
DANIEL S OCH
TRUSTEE3.0X000
SIMON D PALLEY
TRUSTEE3.0X000
RONALD O PERELMAN
TRUSTEE3.0X000
EGBERT LJ PERRY
TRUSTEE3.0X000
RICHARD C PERRY
TRUSTEE3.0X000
JULIE BEREN PLATT
TRUSTEE3.0X000
ANDREW S RACHLEFF
TRUSTEE3.0X000
HON EDWARD RENDELL
EX-OFFICIO TRUSTEE3.0X000
JAMES S RIEPE
TRUSTEE3.0X000
KATHERINE STEIN SACHS
TRUSTEE3.0X000
MARIE A SAVARD MD
TRUSTEE3.0X000
JOHN P SHOEMAKER
TRUSTEE3.0X000
DAVID M SILFEN
TRUSTEE3.0X000
DR KRISHNA P SINGH
TRUSTEE3.0X000
SUSAN C TAYLOR MD
TRUSTEE3.0X000
ROBERT I TOLL ESQ
TRUSTEE3.0X000
CAROL ELIZABETH WARE
TRUSTEE3.0X000
GEORGE A WEISS
VICE CHAIR5.0X000X
MARK O WINKELMAN
TRUSTEE3.0X000
ROBERT S BLANK ESQ
TRUSTEE EMERITUS3.0X000
PAUL K KELLY
TRUSTEE EMERITUS3.0X000
WILLIAM L MACK
TRUSTEE EMERITUS3.0X000
JAMES D DUNNING JR
FORMER TRUSTEE3.0X000
LAURIE J LANDEAU VMD
FORMER TRUSTEE3.0X000
ROBIN BECK
VICE PRESIDENT ISC40.0408049039733X
CRAIG CARNAROLI
EXECUTIVE VICE PRESIDENT40.0692638071608X
JEFFREY COOPER
VP GOVT & COMMUNITY RELATIONS40.0294460043600X
LORI DOYLE
VP COMMUNICATIONS40.0270406061140X
BONNIE GIBSON
VP BUDGET AND MGMT ANALYSIS40.0287549035916X
STEPHEN GOLDING
VP FINANCE AND TREASURER40.0336912038927X
JACK HEUER
VP HUMAN RESOURCES40.0323790034842X
JOHN HORN
COMPTROLLER40.0226949067255X
LESLIE KRUHLY
VP AND SECRETARY40.0233754067911X
JOANN MITCHELL
VP INSTITUTIONAL AFFAIRS40.0295092037689X
ANNE PAPAGEORGE
VP FACILITIES AND REAL ESTATE40.0328516037943X
GREGORY ROST
VP AND CHIEF OF STAFF40.0363815052379X
ARTHUR RUBENSTEIN
VP AND DEAN OF MEDICAL SCHOOL40.02445237047032X
MAUREEN RUSH
VP PUBLIC SAFETY40.0259024039896X
WENDY WHITE
SENIOR VP AND GENERAL COUNSEL40.0510389059076X
MARIE WITT
VP BUSINESS SERVICES40.0277448054217X
JOHN ZELLER
VP DEVELOPMENT & ALUMNI RELS.40.0533008079515X
VINCENT PRICE
PROVOST40.0448165053648X
ANDREW BINNS
ASSOCIATE PROVOST40.0307538038320X
PATRICK BRENNAN
SR VP AND CHIEF MEDICAL OFFCR40.0558657050982X
REBECCA V BUSHNELL
DEAN OF SAS40.0343138063680X
MICHAEL DANDORPH
SR VP BUSINESS DEVELOPMENT40.0749324092193X
PETER DEGNAN
SENIOR ASSOCIATE DEAN40.0260352035963X
STEVEN J FLUHARTY
VICE PROVOST FOR RESEARCH40.0363918026206X
GLEN N GAULTON
VICE DEAN, SCHOOL OF MEDICINE40.0690278077622X
KRISTIN GILBERTSON
CHIEF INVESTMENT OFFICER40.010614310214960X
ELIZABETH JOHNSTON
EXECUTIVE DIRECTOR CPUP40.07900670106935X
KEITH KASPER
CFO, UPHS40.0698921097368X
DAVID KENNEDY
SR VP, VICE DEAN, PROF SRVCS40.01001557043021X
CHRISTOPHER KOPS
VICE DEAN, ADMINISTRATION SOM40.0413805046018X
KEVIN MAHONEY
SENIOR VP, CHIEF ADMIN OFFICER40.08129490115137X
GAIL MORRISON
VICE DEAN, EDUCATION SOM40.0578826039167X
RALPH MULLER
CEO, UPHS40.021171630272004X
PETER QUINN
SR VP, VICE DEAN, PROF SRVCS40.01096008037200X
THOMAS ROBERTSON
DEAN OF WHARTON40.0593278037132X
GARRY SCHEIB
COO, UPHS40.012877380174979X
RAMIN SEDEHI
VICE DEAN OF SAS40.0233414036744X
N SCOTT ADZICK
CHOP - SURGERY40.01712563052634X
MICHAEL SEAN GRADY
SURGEON - OTORHINOLARYNGOLOGY40.01492592075393X
THOMAS L SPRAY
CHOP - SURGERY40.01560184036150X
PAUL MARCOTTE
NEUROSURGERY40.01482716035033X
JOHN PAUL DORMANS
ORTHOPAEDIC SURGERY40.01488596038938X
FieldValueIRS element (for citing)
Total Reportable Comp From Org31151359TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation3166001TotalOtherCompensation
Number Individuals GT100 K4222NumberIndividualsGT100K
Formers ListedfalseFormersListed
Total Comp GT150 KtrueTotalCompGT150K
Compensation From Other SourcesfalseCompensationFromOtherSources

Contractor Compensation ContractorCompensation (5 entries)

Address Line1AddressOfContractor/AddressUS/AddressLine1CityAddressOfContractor/AddressUS/CityStateAddressOfContractor/AddressUS/StateZIP CodeAddressOfContractor/AddressUS/ZIPCodeDescription Of ServicesDescriptionOfServicesCompensationCompensation
LF DRISCOLL CO
9 PRESIDENTIAL BLVDBALA CYNWYDPA19107CONSTRUCTION MGMT23816613
DRISCOLL-MCKISSACK II A JOINT VENT
9 PRESIDENTIAL BLVDBALA CYNWYDPA19107CONSTRUCTION MGMT17687910
MORRISON MANAGEMENT SPECIALIST
5801 PEACHTREET DUNWOODY RDATLANTAGA30342FOOD SERVICE MGMT8240536
GOOD SHEPHERD PENN PARTNERS
850 S 5TH STREETALLENTOWNPA18103REHAB & MGMT SRVCS7789448
PATIENT ACCOUNT SERVICES
2603 AUGUSTA RD SUITE 600HOUSTONTX77057BILLING SRVCS5001650
FieldValueIRS element (for citing)
Number Of Contractors GT100 K411NumberOfContractorsGT100K
Membership Dues30000MembershipDues
Fundraising Events185533FundraisingEvents
Government Grants908760000GovernmentGrants
All Other Contributions222238467AllOtherContributions
Noncash Contributions38109045NoncashContributions
Total Contributions1131214000TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncomeUnrelated Business RevenueUnrelatedBusinessRevenue
TUITION & FEES611310931535000931535000
HEALTHCARE REVENUES62211020304970002030497000
AUXILIARY ENTERPRISES611710222504000222504000
OTHER PROGRAM SERVICE REVENUES61171013478958211805481316734769
FieldValueIRS element (for citing)
Total Program Service Revenue3319325582TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column91086227TotalRevenueColumn
Exclusion$91,086,227ExclusionAmount

Income From Invest Bond Proceeds IncomeFromInvestBondProceeds

FieldValueIRS element (for citing)
Total Revenue Column140773TotalRevenueColumn
Exclusion$140,773ExclusionAmount

Royalties Revenue RoyaltiesRevenue

FieldValueIRS element (for citing)
Total Revenue Column1116000TotalRevenueColumn
Exclusion$1,116,000ExclusionAmount

Gross Rents GrossRents

FieldValueIRS element (for citing)
Real2727000Real

Rental Income Or Loss RentalIncomeOrLoss

FieldValueIRS element (for citing)
Real2727000Real

Net Rental Income Or Loss NetRentalIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column2727000TotalRevenueColumn
Exclusion$2,727,000ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities4725131000Securities
Other496000Other

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities4643190000Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities81941000Securities
Other496000Other

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column82437000TotalRevenueColumn
Exclusion$82,437,000ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events47335GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events185533CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses150917FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column-103582TotalRevenueColumn
Related Or Exempt Function Income-103582RelatedOrExemptFunctionIncome

Net Income From Gaming NetIncomeFromGaming

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn
FieldValueIRS element (for citing)
Gross Sales Of Inventory8623000GrossSalesOfInventory
Cost Of Goods Sold6882000CostOfGoodsSold

Net Income Or Loss NetIncomeOrLoss

FieldValueIRS element (for citing)
Total Revenue Column1741000TotalRevenueColumn
FieldValueIRS element (for citing)
Total Other Revenue0TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column4629684000TotalRevenueColumn
Related Or Exempt Function Income3302487231RelatedOrExemptFunctionIncome
Unrelated Business Revenue16734769UnrelatedBusinessRevenue
Exclusion$177,507,000ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total0Total

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total332473244Total
Program Services332473244ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total20980048Total
Program Services20980048ProgramServices

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total0Total

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total23696303Total
Program Services22511488ProgramServices
Management And General1184815ManagementAndGeneral
Fundraising0Fundraising

Comp Disqual Persons CompDisqualPersons

FieldValueIRS element (for citing)
Total3410467Total
Program Services3239944ProgramServices
Management And General170523ManagementAndGeneral
Fundraising0Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1869667229Total
Program Services1645307162ProgramServices
Management And General205663395ManagementAndGeneral
Fundraising18696672Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total80778000Total
Program Services71085000ProgramServices
Management And General8885000ManagementAndGeneral
Fundraising808000Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total316443958Total
Program Services278470683ProgramServices
Management And General34808835ManagementAndGeneral
Fundraising3164440Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total122756042Total
Program Services108025317ProgramServices
Management And General13503165ManagementAndGeneral
Fundraising1227560Fundraising

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total83707000Total
Program Services69477000ProgramServices
Management And General11719000ManagementAndGeneral
Fundraising2511000Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total12706000Total
Program Services10546000ProgramServices
Management And General1779000ManagementAndGeneral
Fundraising381000Fundraising

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total5771000Total
Program Services5021000ProgramServices
Management And General750000ManagementAndGeneral
Fundraising0Fundraising

Fees For Services Lobbying FeesForServicesLobbying

FieldValueIRS element (for citing)
Total107000Total
Program Services89000ProgramServices
Management And General15000ManagementAndGeneral
Fundraising3000Fundraising

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total729114Total
Fundraising729114Fundraising

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total18485000Total
Program Services15343000ProgramServices
Management And General2587000ManagementAndGeneral
Fundraising555000Fundraising

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total279956886Total
Program Services232364215ProgramServices
Management And General39193964ManagementAndGeneral
Fundraising8398707Fundraising

Advertising Advertising

FieldValueIRS element (for citing)
Total12223000Total
Program Services9901000ProgramServices
Management And General1956000ManagementAndGeneral
Fundraising366000Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total115951000Total
Program Services104355000ProgramServices
Management And General8117000ManagementAndGeneral
Fundraising3479000Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total17734000Total
Program Services14719000ProgramServices
Management And General2483000ManagementAndGeneral
Fundraising532000Fundraising

Royalties Royalties

FieldValueIRS element (for citing)
Total0Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total258290000Total
Program Services232461000ProgramServices
Management And General18080000ManagementAndGeneral
Fundraising7749000Fundraising

Travel Travel

FieldValueIRS element (for citing)
Total52383000Total
Program Services45573000ProgramServices
Management And General4191000ManagementAndGeneral
Fundraising2619000Fundraising

Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials

FieldValueIRS element (for citing)
Total0Total

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total23673000Total
Program Services20596000ProgramServices
Management And General1894000ManagementAndGeneral
Fundraising1183000Fundraising

Interest Interest

FieldValueIRS element (for citing)
Total39876000Total
Program Services28312000ProgramServices
Management And General3988000ManagementAndGeneral
Fundraising7576000Fundraising

Payments To Affiliates PaymentsToAffiliates

FieldValueIRS element (for citing)
Total4455000Total
Program Services4455000ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total235630000Total
Program Services193217000ProgramServices
Management And General42413000ManagementAndGeneral
Fundraising0Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total58433000Total
Program Services50837000ProgramServices
Management And General7596000ManagementAndGeneral
Fundraising0Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
MEDICAL SUPPLIES240723000216650000168510007222000
BAD DEBT9270900080657000120520000
OTHER TAXES35961000719000352420000
MISCELLANEOUS EXPENSES282977092106813850606002168971
SUBSCRIPTIONS/DUES36960003215000297000184000

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total2390000Total
Program Services2079000ProgramServices
Management And General191000ManagementAndGeneral
Fundraising120000Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total4394092000Total
Program Services3843747239ProgramServices
Management And General480671297ManagementAndGeneral
Fundraising69673464Fundraising

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY771950000BOY
EOY668585000EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY323572000BOY
EOY258975000EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY336612000BOY
EOY366908000EOY

Receivables From Officers Etc ReceivablesFromOfficersEtc

FieldValueIRS element (for citing)
BOY429643BOY
EOY352500EOY

Other Notes Loans Receivable Net OtherNotesLoansReceivableNet

FieldValueIRS element (for citing)
BOY103033357BOY
EOY101344500EOY

Inventories For Sale Or Use InventoriesForSaleOrUse

FieldValueIRS element (for citing)
BOY14155500BOY
EOY14024588EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY7859309BOY
EOY22460568EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis5961807580LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec2333301000LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY3490847040BOY
EOY3628506580EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY3553019833BOY
EOY3310162002EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY1657925127BOY
EOY2743800418EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY34072191BOY
EOY78696844EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY10293476000BOY
EOY11193816000EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY1080463000BOY
EOY1215180000EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY82410000BOY
EOY90216000EOY

Tax Exempt Bond Liabilities TaxExemptBondLiabilities

FieldValueIRS element (for citing)
BOY1258175000BOY
EOY1211393000EOY

Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp

FieldValueIRS element (for citing)
BOY1009000BOY
EOY985000EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY881335000BOY
EOY1090458000EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY3303392000BOY
EOY3608232000EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY3564554000BOY
EOY3918284000EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY1175697000BOY
EOY1304529000EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY2249833000BOY
EOY2362771000EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY6990084000BOY
EOY7585584000EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY10293476000BOY
EOY11193816000EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or ReviewfalseAccountantCompileOrReview
FS AuditedtrueFSAudited
Audit CommitteetrueAuditCommittee
Financial Statement ConsolidatedXFinancialStatementConsolidated
Federal Grant Audit RequiredtrueFederalGrantAuditRequired
Federal Grant Audit PerformedtrueFederalGrantAuditPerformed

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
School170b1 AiiXSchool170b1Aii

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbying
Total Direct LobbyingTotalDirectLobbying
Total Lobbying ExpendituresTotalLobbyingExpenditures
Other Exempt Purpose ExpendituresOtherExemptPurposeExpenditures
Total Exempt Purpose ExpendituresTotalExemptPurposeExpenditures
Lobbying NontaxableLobbyingNontaxableAmount
Grassroots NontaxableGrassrootsNontaxableAmount
Tot Lobbying Grassroot Minus Non TxTotLobbyingGrassrootMinusNonTx
Tot Lobby Expend Mns Lobbying NontxTotLobbyExpendMnsLobbyingNontx
VolunteerstrueVolunteers
Paid Staff Or ManagementtruePaidStaffOrManagement
Media AdvertisementsfalseMediaAdvertisements
Mailings MembersfalseMailingsMembers
Publications Or BroadcastfalsePublicationsOrBroadcast
Grants Other OrganizationstrueGrantsOtherOrganizations
Grants Other Organizations$531,321GrantsOtherOrganizationsAmount
Direct Contact LegislatorstrueDirectContactLegislators
Direct Contact Legislators$245,090DirectContactLegislatorsAmount
Rallies DemonstrationsfalseRalliesDemonstrations
Other ActivitiesfalseOtherActivities
Total Lobbying Expenditures IIB776411TotalLobbyingExpendituresIIB
Not Described In501c3falseNotDescribedIn501c3

Form990 Schedule C Part IV Form990ScheduleCPartIV

FieldValueIRS element (for citing)
IdentifierDETAIL OF LOBBYING ACTIVITIESIdentifier
Return ReferenceSCHEDULE C, PART II-BReturnReference
ExplanationTHE 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

FieldValueIRS element (for citing)
Number DA Fs Held2NumberDAFsHeld
Donor Advised Contributions8911667DonorAdvisedContributions
Grants Paid From Donor Funds477500GrantsPaidFromDonorFunds
Aggregate DAF Value14234672AggregateDAFValue
Disclosed Orgs Legal ControltrueDisclosedOrgsLegalControl
Disclosed For Charitable PurposestrueDisclosedForCharitablePurposes

Art Public Exhibition Amts ArtPublicExhibitionAmts

FieldValueIRS element (for citing)
Revenues Included672300RevenuesIncluded
Assets In Part X37276000AssetsInPartX
FieldValueIRS element (for citing)
Held Works Of Art AmtsHeldWorksOfArtAmts
Collect Used For Scholar ResearchXCollectUsedForScholarResearch
Solicited Assets For SalefalseSolicitedAssetsForSale

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance4906520000BeginningOfYearBalance
Contributions126564000Contributions
Investment Earnings Or Losses575767000InvestmentEarningsOrLosses
Other Expenditures222810000OtherExpenditures
End Of Year Balance5386041000EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance5880637000BeginningOfYearBalance
Contributions131544000Contributions
Investment Earnings Or Losses-885031000InvestmentEarningsOrLosses
Other Expenditures220630000OtherExpenditures
End Of Year Balance4906520000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance0.37340BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.43290PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.19370TermEndowmentEOYBalance
Endowments Held By Unrelated OrgstrueEndowmentsHeldByUnrelatedOrgs
Endowments Held By Related OrgsfalseEndowmentsHeldByRelatedOrgs

Land Land

FieldValueIRS element (for citing)
Other Cost Or Other Basis128859067OtherCostOrOtherBasis
Book Value128859067BookValue

Buildings Buildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis4147215395OtherCostOrOtherBasis
Depreciation1676709000Depreciation
Book Value2470506395BookValue
FieldValueIRS element (for citing)
Leasehold ImprovementsLeaseholdImprovements

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis1165196979OtherCostOrOtherBasis
Depreciation656592000Depreciation
Book Value508604979BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis520536139OtherCostOrOtherBasis
Depreciation0Depreciation
Book Value520536139BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings3628506580TotalOfBookValueLandBuildings
Financial DerivativesFinancialDerivatives
Closely Held Equity InterestsCloselyHeldEquityInterests

Other Securities OtherSecurities (3 entries)

DescriptionDescriptionBook ValueBookValueMethod Of ValuationMethodOfValuation
VENTURE CAPITAL & OTHER INVEST2520164418F
REAL ESTATE198054000F
INVESTMENT IN SUBSIDIARIES25582000F
FieldValueIRS element (for citing)
Total Of Book Value Securities2743800418TotalOfBookValueSecurities
Federal Income Tax Liability0FederalIncomeTaxLiability

Other Liabilities OtherLiabilities (4 entries)

DescriptionDescriptionAmountAmount
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
FieldValueIRS element (for citing)
Total Of Amounts1090458000TotalOfAmounts

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
DESCRIPTION OF COLLECTIONSSCHEDULE D, PART III, LINE 3 & 5THE 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 FUNDSSCHEDULE D, PART VTHE 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 FOOTNOTESCHEDULE D, PART XThe 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 DETAILSCHEDULE D, PART XTHE INTERCOMPANY DUE TO AFFILIATES BALANCE INCLUDES AMOUNTS OWED TO AFFILIATES BASED UPON CENTRAL MANAGEMENT OF THE CASH HELD BY CERTAIN AFFILIATES.

Schedule E IRS990ScheduleE

FieldValueIRS element (for citing)
Nondiscriminatory Policy StmttrueNondiscriminatoryPolicyStmt
Policy Statement In Brochures EtctruePolicyStatementInBrochuresEtc
Policy Publ Via Broadcast MediatruePolicyPublViaBroadcastMedia
Pub Via Broadcast Media ExplnTHE 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 RecordstrueMaintRacialCompositionRecords
Maint Scholarships RecordstrueMaintScholarshipsRecords
Maint Copies Of Brochures EtctrueMaintCopiesOfBrochuresEtc
Maint Copies Of All SolicitationstrueMaintCopiesOfAllSolicitations
Discriminate Race Students RightsfalseDiscriminateRaceStudentsRights
Discriminate Race Admiss PoliciesfalseDiscriminateRaceAdmissPolicies
Discriminate Race Emplmn FacultyfalseDiscriminateRaceEmplmnFaculty
Discriminate Race ScholarshipsfalseDiscriminateRaceScholarships
Discriminate Race Educ PoliciesfalseDiscriminateRaceEducPolicies
Discriminate Race Use Of FcltsfalseDiscriminateRaceUseOfFclts
Discriminate Race Athletic ProgfalseDiscriminateRaceAthleticProg
Discriminate Race Other ActyfalseDiscriminateRaceOtherActy
Government Financial Aid ReceivedtrueGovernmentFinancialAidReceived
Government Financial Aid RevokedfalseGovernmentFinancialAidRevoked
Govt Financial Aid ExplanationTHE 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 Proc7550trueComplianceWithRevProc7550

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records MaintainedtrueGrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (80 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedTotal ExpendituresTotalExpendituresSpecific Services ProvidedSpecificServicesProvided
Central America and the Caribbean128Conduct board meetings3754
Central America and the CaribbeanFundraising13499
Central America and the CaribbeanProgram Services83969EDUCATION & TRAINING
Central America and the CaribbeanProgram Services487269FIELD RESEARCH
Central America and the CaribbeanProgram Services1680SOCIAL RESEARCH
Central America and the CaribbeanSend agents to seminar1376
Central America and the CaribbeanProgram Services131700STUDY ABROAD/RESEARCH
Central America and the CaribbeanUnrelated Trade or Business1254
Central America and the CaribbeanInvestments
East Asia and the Pacific299Send agents to seminar226268
East Asia and the PacificFundraising1109089
East Asia and the PacificGrantmaking164387
East Asia and the PacificProgram Services196065CLINICAL TRIALS
East Asia and the PacificProgram Services1863402EDUCATION & TRAINING
East Asia and the PacificProgram Services683503FIELD RESEARCH
East Asia and the PacificProgram Services565033SOCIAL RESEARCH
East Asia and the PacificProgram Services1664480STUDY ABROAD/RESEARCH
East Asia and the PacificProgram Services201555RECRUITING
East Asia and the PacificUnrelated Trade or Business79609
Europe (Including Iceland and Greenland)15239Send agents to seminar506836
Europe (Including Iceland and Greenland)Conduct board meetings8952
Europe (Including Iceland and Greenland)Fundraising643874
Europe (Including Iceland and Greenland)Grantmaking1640796
Europe (Including Iceland and Greenland)Program Services1245227EDUCATION & TRAINING
Europe (Including Iceland and Greenland)Program Services1571643FIELD RESEARCH
Europe (Including Iceland and Greenland)Program Services609472SOCIAL RESEARCH
Europe (Including Iceland and Greenland)Program Services5746910STUDY ABROAD/RESEARCH
Europe (Including Iceland and Greenland)Program Services60112RECRUITING
Europe (Including Iceland and Greenland)Unrelated Trade or Business40968
Europe (Including Iceland and Greenland)Investments
Middle East and North Africa149Send agents to seminar39253
Middle East and North AfricaFundraising126748
Middle East and North AfricaGrantmaking275150
Middle East and North AfricaProgram Services644381EDUCATION & TRAINING
Middle East and North AfricaProgram Services332897FIELD RESEARCH
Middle East and North AfricaProgram Services123148SOCIAL RESEARCH
Middle East and North AfricaProgram Services401243STUDY ABROAD/RESEARCH
Middle East and North AfricaProgram Services44889RECRUITING
North America17Send agents to seminar34338
North AmericaConduct board meetings1570
North AmericaFundraising5799
North AmericaGrantmaking16313
North AmericaProgram Services122866EDUCATION & TRAINING
North AmericaProgram Services86241FIELD RESEARCH
North AmericaProgram Services35015SOCIAL RESEARCH
North AmericaProgram Services58644STUDY ABROAD/RESEARCH
North AmericaProgram Services11844RECRUITING
North AmericaInvestments
Russia and the Newly Independent States9Send agents to seminar5558
Russia and the Newly Independent StatesFundraising382
Russia and the Newly Independent StatesGrantmaking192491
Russia and the Newly Independent StatesProgram Services59192EDUCATION & TRAINING
Russia and the Newly Independent StatesProgram Services169641FIELD RESEARCH
Russia and the Newly Independent StatesProgram Services5674SOCIAL RESEARCH
Russia and the Newly Independent StatesProgram Services42242STUDY ABROAD/EDUCATION
Russia and the Newly Independent StatesProgram Services6543RECRUITING
South America417Send agents to seminar27132
South AmericaFundraising20392
South AmericaGrantmaking1600
South AmericaProgram Services412170EDUCATION & TRAINING
South AmericaProgram Services473103FIELD RESEARCH
South AmericaProgram Services169986SOCIAL RESEARCH
South AmericaProgram Services722546STUDY ABROAD/EDUCATION
South AmericaProgram Services29121STUDY ABROAD/RESEARCH
South AmericaProgram Services39347RECRUITING
South Asia219Send agents to seminar14300
South AsiaFundraising66510
South AsiaProgram Services231848EDUCATION & TRAINING
South AsiaProgram Services166321FIELD RESEARCH
South AsiaProgram Services569969SOCIAL RESEARCH
South AsiaProgram Services82330STUDY ABROAD/EDUCATION
South AsiaProgram Services1631STUDY ABROAD/RESEARCH
South AsiaProgram Services53320RECRUITING
Sub-Saharan Africa11108Send agents to seminar41543
Sub-Saharan AfricaProgram Services879235EDUCATION & TRAINING
Sub-Saharan AfricaProgram Services3516557FIELD RESEARCH
Sub-Saharan AfricaProgram Services660913SOCIAL RESEARCH
Sub-Saharan AfricaProgram Services425739STUDY ABROAD/EDUCATION
Sub-Saharan AfricaProgram Services2554STUDY ABROAD/RESEARCH
Sub-Saharan AfricaProgram Services11603RECRUITING
FieldValueIRS element (for citing)
Total Number Of Offices36TotalNumberOfOffices
Total Number Of Employees585TotalNumberOfEmployees
Total Amount Spent31014514TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (122 entries)

RegionRegionAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuationPurpose Of GrantPurposeOfGrant
Cent. America/Caribbean382126CHECKN/AN/A
East Asia/Pacific153403WIREN/AN/ACONSULTING
East Asia/Pacific180559WIREN/AN/ACLINICAL TRIAL
East Asia/Pacific10000WIREN/AN/ADATA COLLECTION
East Asia/Pacific32706WIREN/AN/AEXEC ED
Sub-Saharan Africa11825WIREN/AN/AEXEC ED
East Asia/Pacific12388WIREN/AN/AEXEC ED
East Asia/Pacific5248FORGN DRAFTN/AFMVFUNDRAISING/PENN ALUMNI
East Asia/Pacific8644FORGN DRAFTN/AFMVFUNDRAISING/PENN ALUMNI
East Asia/Pacific17045FORGN DRAFTN/AFMVFUNDRAISING/PENN ALUMNI
East Asia/Pacific3808179SUBCONTRACTN/AN/AGENETIC EPIDEMIOLOGY
East Asia/Pacific22893WIREN/AN/ASTUDY ABROAD
East Asia/Pacific20900WIREN/AN/ASTUDY ABROAD
East Asia/Pacific26978WIREN/AN/ASTUDY ABROAD
East Asia/Pacific24328WIREN/AN/ASTUDY ABROAD
East Asia/Pacific149820WIREN/AN/ACONSULTING
East Asia/Pacific223355WIREN/AN/ACONSULTING
East Asia/Pacific12888WIREN/AN/ATRAVEL REIMBURSEMENT
East Asia/Pacific270231WIRE/CHECKN/AN/A
East Asia/Pacific77283CHECKN/AN/A
East Asia/Pacific84744FORGN DRAFTN/AN/ARESEARCH
East Asia/Pacific9300CHECKN/AN/ASUPPORT
East Asia/Pacific179264WIREN/AN/AALUMNI FORUM
East Asia/Pacific44253WIREN/AN/AALUMNI FORUM
Sub-Saharan Africa22063WIREN/AN/AALUMNI FORUM
East Asia/Pacific72829WIREN/AN/AALUMNI FORUM
Europe/Iceland/Greenland7129WIREN/AN/AWharton Exec mtg
Europe/Iceland/Greenland231013WIREN/AN/ACLINICAL TRL SITE
Europe/Iceland/Greenland1967243SUBCONTRACTN/AN/ACLINICAL TRL
Europe/Iceland/Greenland46656FORGN DRAFTN/AN/AFOP RESEARCH
Europe/Iceland/Greenland8695FORGN DRAFTN/AFMVFUNDRAISING/PENN ALUMNI
Europe/Iceland/Greenland6089FORGN DRAFTN/AFMVFUNDRAISING/PENN ALUMNI
Europe/Iceland/Greenland10822WIREN/AN/AGCP STUDENTS HOTEL EXPENSES
Europe/Iceland/Greenland806412CHECK/FORGNN/AN/AINSTRUCTION/RESEARCH
Europe/Iceland/Greenland30364CHECKN/AN/ASTUDY ABROAD
Europe/Iceland/Greenland1334271SUBCONTRACTN/AN/AMELANOSOME BIOGENESIS
Europe/Iceland/Greenland686469FORGN DRAFTN/AN/ASURVEY PYMT
Europe/Iceland/Greenland10826WIREN/AN/AGCP Students Hotel Expenses
Europe/Iceland/Greenland18025CHECKN/AN/A
Europe/Iceland/Greenland120560CHECKN/AN/ARESEARCH
Europe/Iceland/Greenland57681CHECKN/AN/A
Europe/Iceland/Greenland480392CHECKN/AN/ARESEARCH GRT
Europe/Iceland/Greenland480392CHECKN/AN/ARESEARCH GRT
Europe/Iceland/Greenland69412WIREN/AN/ASUPPORT
Europe/Iceland/Greenland38995WIREN/AN/ASUPPORT
Europe/Iceland/Greenland1579224SUBCONTRACTN/AN/ARESEARCH STY - THERMODYNAMIC
Europe/Iceland/Greenland101648WIREN/AN/ATRAVEL ARRANGEMENTS- WEMBA West Global Strategy Course Trip
Europe/Iceland/Greenland13441WIREN/AN/ATUITION
Europe/Iceland/Greenland199497WIREN/AN/ACONSULTING
Middle East/North Africa8574WIREN/AN/AEXEC ED PROGRAM
Middle East/North Africa23965WIREN/AN/AHOTEL EXPENSES
Middle East/North Africa5779WIREN/AN/AHOTEL EXPENSES
Middle East/North Africa93096CHECKN/AN/AINSTRUCTION
Middle East/North Africa31000WIREN/AN/ASTUDY ABROAD
Middle East/North Africa11800WIREN/AN/ALEGAL FEES
Middle East/North Africa180135CHECKN/AN/ARESEARCH
Middle East/North Africa95014FORGN DRAFTN/AN/A
Middle East/North Africa20000WIREN/AN/ARESEARCH GRT
Middle East/North Africa40300WIREN/AN/ARESEARCH GRT
Middle East/North Africa10000WIREN/AN/AEXHIBIT SPSR
Middle East/North Africa15677WIREN/AN/ATRANSLATION SERVICES
North America49271CHECKN/AN/AHEALTH INS
North America32140CHECKN/AN/AINSTRUCTION
North America38484WIREN/AN/ASTUDY ABROAD
North America6051WIREN/AN/ASTUDY ABROAD
North America29400WIREN/AN/AWEBSITE
North America9710WIREN/AN/ALEADERSHIP VENTURE
North America9160CHECKN/AN/A
North America7153CHECKN/AN/A
North America51296CHECKN/AN/ASERVER CONTRACT/SERVICES
North America58146CHECKN/AN/ASUBCONTRACT
North America54780WIREN/AN/ATECHNICAL SUPPORT
Russia69412WIREN/AN/ACLINICAL TRL
Russia14350WIREN/AN/ACLINICAL TRL
Russia108729WIREN/AN/ACLINICAL TRL
Russia13676WIREN/AN/ASTUDY ABROAD
South America306081CHECKN/AN/AINSTRUCTION
South America14400WIREN/AN/ASTUDY ABROAD
South America15209WIREN/AN/ASTUDY ABROAD
South America10764WIREN/AN/ASTUDY ABROAD
South America100121WIREN/AN/AWHARTON GIP- OPERATING TOUR PAYMENT
South America7100WIREN/AN/AWRDS EXHIBIT BOOTH RENTAL
South Asia18160WIREN/AN/AEXEC ED
South Asia7926WIREN/AN/AEXEC ED
South Asia82000WIREN/AN/AMARKETING
South Asia50000WIREN/AN/AMARKETING
South Asia68273WIREN/AN/APAYMENT FOR OPERATING TOUR
South Asia292976CHECKN/AN/ARESEARCH
Sub-Saharan Africa6722CHECKN/AN/ABANKING
Sub-Saharan Africa10214WIREN/AN/ABIO SAFETY CABINET
Sub-Saharan Africa33441CHECKN/AN/ACOMPUTER SUPPLIER
Sub-Saharan Africa11686CHECKN/AN/ACOPY/PRINT
Sub-Saharan Africa14866WIREN/AN/ACOPIERS
Sub-Saharan Africa5823CHECKN/AN/AELECTRICITY
Sub-Saharan Africa6569WIREN/AN/AFURNITURE
Sub-Saharan Africa15633CHECKN/AN/AFURNITURE
Sub-Saharan Africa10343WIREN/AN/AINSURANCE - GROUP AND LIFE
Sub-Saharan Africa22713CHECKN/AN/AHEALTH INS
Sub-Saharan Africa16903CHECKN/AN/AIT SUPPORT
Sub-Saharan Africa6018CHECKN/AN/ALAB SUPPLIES
Sub-Saharan Africa13283CHECKN/AN/ASUPPLIES
Sub-Saharan Africa12230CHECKN/AN/ASUPPLIES
Sub-Saharan Africa5881CHECKN/AN/APAYROLL SYST
Sub-Saharan Africa66269CHECKN/AN/APORTACABIN
Sub-Saharan Africa5732CHECKN/AN/APROPERTY MGT
Sub-Saharan Africa18293CHECKN/AN/APROPERTY MGMT
Sub-Saharan Africa93933CHECKN/AN/APROPERTY MGMT
Sub-Saharan Africa13605CHECKN/AN/APROPERTY MGMT
Sub-Saharan Africa465102CHECKN/AN/A
Sub-Saharan Africa72689WIREN/AN/ARESEARCH GRT
Sub-Saharan Africa588650WIREN/AN/ARESEARCH GRT
Sub-Saharan Africa5736WIREN/AN/ASOCIETAL WEALTH PROGRAM
Sub-Saharan Africa21217WIREN/AN/ASOCIETAL WEALTH PROGRAM
Sub-Saharan Africa16098WIREN/AN/A
Sub-Saharan Africa20682CHECKN/AN/ASERVICE LEARNING
Sub-Saharan Africa160992CHECKN/AN/ATAXES
Sub-Saharan Africa11229CHECKN/AN/ATELECOMMUNICATIONS
Sub-Saharan Africa26209CHECKN/AN/ATRAVEL AGENTS
Sub-Saharan Africa16463CHECKN/AN/ATUITION
Sub-Saharan Africa40023CHECKN/AN/AVEHICLE
Sub-Saharan Africa10481CHECKN/AN/AWIRELESS PROVIDER
Sub-Saharan Africa5936WIREN/AN/AWORKERS COMP

Grants To Ind Outside US GrantsToIndOutsideUS (36 entries)

Type Of AssistanceTypeOfAssistanceRegionRegionNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursementDescription Of Non Cash AssistanceDescriptionOfNonCashAssistanceMethod Of ValuationMethodOfValuation
RESEARCHCent. America/Caribbean18000CHECKN/AN/A
CHINESE IMMERSION STUDY ABROAD PROGRAMEast Asia/Pacific16400WIREN/AN/A
CHINESE IMMERSION STUDY ABROAD PROGRAMEast Asia/Pacific112600WIREN/AN/A
PAYMENT FOR DATA COLLECTIONEast Asia/Pacific117213WIREN/AN/A
PAYMENT FOR CORPORATE OUTREACHEast Asia/Pacific152233WIREN/AN/A
TRANSLATION SERVICESEast Asia/Pacific15588WIREN/AN/A
CUSTOM PROGRAMEast Asia/Pacific1172303WIREN/AN/A
INSTRUCTIONEast Asia/Pacific475882CHECKN/AN/A
RESEARCHEurope/Iceland/Greenland15066CHECKN/AN/A
RESEARCHEurope/Iceland/Greenland178064FORGN DRAFTN/AN/A
WHARTON BERGAMO CONFERENCEEurope/Iceland/Greenland16403WIREN/AN/A
SPANISH IMMERSION STUDY ABROAD PROGRAMEurope/Iceland/Greenland15295WIREN/AN/A
SPANISH IMMERSION STUDY ABROAD PROGRAMEurope/Iceland/Greenland15326WIREN/AN/A
WROTE COMMISSIONED PAPEREurope/Iceland/Greenland110000CHECKN/AN/A
WROTE COMMISSIONED PAPEREurope/Iceland/Greenland110000CHECKN/AN/A
WRITING FOR KWEurope/Iceland/Greenland19300WIREN/AN/A
WRITING FOR KWEurope/Iceland/Greenland1138782WIREN/AN/A
PAYMENT FOR REVIEWING WEMBA APPLICATIONSEurope/Iceland/Greenland18571CHEKCN/AN/A
MANAGEMENT OF UK TRUSTEurope/Iceland/Greenland19714FORGN DRAFTN/AFMV
INSTRUCTIONEurope/Iceland/Greenland7209851CHECKN/AN/A
CONSULTINGEurope/Iceland/Greenland127500CHECKN/AN/A
INSTRUCTIONMiddle East/North Africa1177656CHECKN/AN/A
TEACHINGMiddle East/North Africa110000CHECKN/AN/A
HONORARIUMNorth America21945CHECKN/ABOOK
RESEARCHNorth America112500CHECKN/AN/A
CONSULTINGEurope/Iceland/Greenland17500CHECKN/AN/A
PORTUGUESE IMMERSION STUDY ABROAD PROGRAMSouth America110391WIREN/AN/A
WOMENS ENTREPRENEURSSouth America120359WIREN/AN/A
TRANSLATION SERVICESSouth America146333WIREN/AN/A
RESEARCHSouth Asia121910CHECKN/AN/A
WRITING FOR KWSouth Asia112255CHECKN/AN/A
WRITING FOR KWSouth Asia117485CHECKN/AN/A
WRITING FOR KWSouth Asia17085CHECKN/AN/A
WRITING FOR KWSouth Asia174300CHECKN/AN/A
WRITING FOR KWSouth Asia19147WIREN/AN/A
CONSULTANT FEESSub-Saharan Africa651596811DIR DEPOSITN/AN/A

Form990 Schedule F Part IV Form990ScheduleFPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S.Identifier
Return ReferenceFORM 990, SCHEDULE F, PART I, LINE 2ReturnReference
ExplanationTHE 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

FieldValueIRS element (for citing)
Mail SolicitationsXMailSolicitations
Email SolicitationsXEmailSolicitations
Phone SolicitationsXPhoneSolicitations
In Person SolicitationsXInPersonSolicitations
Solicitation Of Non Govt GrantsXSolicitationOfNonGovtGrants
Solicitation Of Govt GrantsXSolicitationOfGovtGrants
Special Fundraising EventsXSpecialFundraisingEvents
Agreement Ref FundraisingtrueAgreementRefFundraising

Fundraiser Activity Information FundraiserActivityInformation

FieldValueIRS element (for citing)
Name Of IndividualRuffalo Cody Manage Call CentersNameOfIndividual
Fundraiser Control Of FundsfalseFundraiserControlOfFunds
Gross Receipts2490226GrossReceipts
Amount Retained By Contractor729114AmountRetainedByContractor
Net To Organization1761112NetToOrganization
FieldValueIRS element (for citing)
Total Gross Receipts2490226TotalGrossReceipts
Total Retained By Contractors729114TotalRetainedByContractors
Total Net To Organization1761112TotalNetToOrganization
Licensed StatesFLLicensedStates
Licensed StatesPALicensedStates

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1moonlight&rosesNameOfEvent1
Gross Receipts Event1179730GrossReceiptsEvent1
Charitable Contributions Event1132395CharitableContributionsEvent1
Gross Revenue Event147335GrossRevenueEvent1
Cash Prizes Event10CashPrizesEvent1
Non Cash Prizes Event11714NonCashPrizesEvent1
Rent Facility Costs Event1118431RentFacilityCostsEvent1
Food And Beverage Event10FoodAndBeverageEvent1
Entertainment Event10EntertainmentEvent1
Other Direct Expenses Event111207OtherDirectExpensesEvent1
Name Of Event2Beggars BanquetNameOfEvent2
Gross Receipts Event229250GrossReceiptsEvent2
Charitable Contributions Event229250CharitableContributionsEvent2
Gross Revenue Event20GrossRevenueEvent2
Cash Prizes Event20CashPrizesEvent2
Non Cash Prizes Event20NonCashPrizesEvent2
Rent Facility Costs Event20RentFacilityCostsEvent2
Food And Beverage Event20FoodAndBeverageEvent2
Entertainment Event20EntertainmentEvent2
Other Direct Expenses Event215496OtherDirectExpensesEvent2
Total Number Of Other Events3TotalNumberOfOtherEvents
Gross Receipts Other Events23888GrossReceiptsOtherEvents
Charitable Contrib Other Events23888CharitableContribOtherEvents
Gross Revenue Other Events0GrossRevenueOtherEvents
Cash Prizes Other Events0CashPrizesOtherEvents
Non Cash Prizes Other Events0NonCashPrizesOtherEvents
Rent Facility Costs Other Events0RentFacilityCostsOtherEvents
Food And Beverage Other Events0FoodAndBeverageOtherEvents
Entertainment Other Events0EntertainmentOtherEvents
Other Direct Expenses Other Events4069OtherDirectExpensesOtherEvents
Gross Receipts Total232868GrossReceiptsTotal
Charitable Contributions Total185533CharitableContributionsTotal
Gross Revenue Total Events47335GrossRevenueTotalEvents
Cash Prizes Total Events0CashPrizesTotalEvents
Non Cash Prizes Total Events1714NonCashPrizesTotalEvents
Rent Facility Costs Total Events118431RentFacilityCostsTotalEvents
Food And Beverage Total Events0FoodAndBeverageTotalEvents
Entertainment Total Events0EntertainmentTotalEvents
Other Direct Expenses Total Events30772OtherDirectExpensesTotalEvents
Direct Expense Summary Events150917DirectExpenseSummaryEvents
Net Income Summary-103582NetIncomeSummary

Schedule H IRS990ScheduleH

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

Charity Care At Cost CharityCareAtCost

FieldValueIRS element (for citing)
Total Community Benefit Expense6563477TotalCommunityBenefitExpense
Direct Offsetting Revenue0DirectOffsettingRevenue
Net Community Benefit Expense6563477NetCommunityBenefitExpense
Percent Of Total Expense0.00150PercentOfTotalExpense

Unreimbursed Medicaid UnreimbursedMedicaid

FieldValueIRS element (for citing)
Total Community Benefit Expense234371521TotalCommunityBenefitExpense
Direct Offsetting Revenue180188206DirectOffsettingRevenue
Net Community Benefit Expense54183315NetCommunityBenefitExpense
Percent Of Total Expense0.01260PercentOfTotalExpense

Total Charity Care TotalCharityCare

FieldValueIRS element (for citing)
Total Community Benefit Expense240934998TotalCommunityBenefitExpense
Direct Offsetting Revenue180188206DirectOffsettingRevenue
Net Community Benefit Expense60746792NetCommunityBenefitExpense
Percent Of Total Expense0.01410PercentOfTotalExpense

Health Professions Education HealthProfessionsEducation

FieldValueIRS element (for citing)
Total Community Benefit Expense108833303TotalCommunityBenefitExpense
Direct Offsetting Revenue34045739DirectOffsettingRevenue
Net Community Benefit Expense74787564NetCommunityBenefitExpense
Percent Of Total Expense0.01740PercentOfTotalExpense

Research Research

FieldValueIRS element (for citing)
Total Community Benefit Expense602987748TotalCommunityBenefitExpense
Direct Offsetting Revenue4749931DirectOffsettingRevenue
Net Community Benefit Expense598237817NetCommunityBenefitExpense
Percent Of Total Expense0.13910PercentOfTotalExpense

Total Other Benefits TotalOtherBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense711821051TotalCommunityBenefitExpense
Direct Offsetting Revenue38795670DirectOffsettingRevenue
Net Community Benefit Expense673025381NetCommunityBenefitExpense
Percent Of Total Expense0.15650PercentOfTotalExpense

Total Community Benefits TotalCommunityBenefits

FieldValueIRS element (for citing)
Total Community Benefit Expense952756049TotalCommunityBenefitExpense
Direct Offsetting Revenue218983876DirectOffsettingRevenue
Net Community Benefit Expense733772173NetCommunityBenefitExpense
Percent Of Total Expense0.17060PercentOfTotalExpense
FieldValueIRS element (for citing)
Bad Debt Expense ReportedtrueBadDebtExpenseReported
Bad Debt Expense$20,226,278BadDebtExpenseAmount
Amount Attributable To10436793AmountAttributableTo
Amount Reimbursed By Medicare306855995AmountReimbursedByMedicare
Cost Of Care Reimbursed By Medicare305501132CostOfCareReimbursedByMedicare
Medicare Surplus Or Shortfall1354863MedicareSurplusOrShortfall

Costing Methodology Used CostingMethodologyUsed

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

Form990 Schedule H Part V Form990ScheduleHPartV (39 entries)

Address Line1Address/AddressLine1CityAddress/CityStateAddress/StateZIP CodeAddress/ZIPCodeLicensed HospitalLicensedHospitalGeneral Medical And SurgicalGeneralMedicalAndSurgicalTeaching HospitalTeachingHospitalCritical Access HospitalCriticalAccessHospitalResearch FacilityResearchFacilityEr24 HoursEr24HoursOtherOther
THE HOSPITAL OF THE UNIVERSITY OF PENN
3400 SPRUCE STREETPHILADELPHIAPA19104XXXXXX
PENN MEDICINE AT RADNOR
2500 KING OF PRUSSIA BLVDBALA CYNWYDPA19004OUTPATIENT FACILITY
PENN MEDICINE AT RITTENHOUSE
1800 LOMBARD STREETPHILADELPHIAPA19146INPATIENT REHAB
PENN MEDICINE AT BUCKS COUNTY
777 TOWNSHIP LINE ROADYARDLEYPA19067OUTPATIENT FACILITY
PENN MEDICINE AT CHERRY HILL
409 RT 70CHERRY HILLNJ08034OUTPATIENT FACILITY
PERELMAN CENTER FOR ADVANCED MEDICINE
3400 CIVIC CENTER BLVDPHILADELPHIAPA19104OUTPATIENT FACILITY
ANATOMY CHEMISTRY
420 GUARDIAN DRIVEPHILADELPHIAPA19104X
BIOMEDICAL RESEARCH BUILDING 2
500 OSLER CIRCLEPHILADELPHIAPA19104X
BLOCKLEY HALL
423 GUARDIAN DRIVEPHILADELPHIAPA19104X
CAROLYN HOFF LYNCH BIOLOGY LAB
433 S UNIVERSITY AVEPHILADELPHIAPA19104X
CHEMISTRY LABORATORIES
231 S 34TH STREETPHILADELPHIAPA19104X
CHESTNUT HALL
3900 CHESTNUT STREETPHILADELPHIAPA19104X
CLINICAL RESEARCH BUILDING
415 CURIE BLVDPHILADELPHIAPA19104X
GL LABORATORY BUILDING
500 S RIDGEWAYGLENOLDENPA19036X
GODDARD LABORATORIES
3710 HAMILITON WALKPHILADELPHIAPA19104X
HAYDEN HALL
3320 SMITH WALKPHILADELPHIAPA19104X
ROBERT WOOD JOHNSON PAVILION
3610 HAMILTON WALKPHILADELPHIAPA19104X
3401 MARKET STREET BUILDING
3401 MARKET STREETPHILADELPHIAPA19104X
3440 MARKET STREET BUILDING
3440 MARKET STREETPHILADELPHIAPA19104X
3508 MARKET STREET BUILDING
3508 MARKET STREETPHILADELPHIAPA19104X
3535 MARKET STREET BUILDING
3535 MARKET STREETPHILADELPHIAPA19104X
3600 MARKET STREET BUILDING
3600 MARKET STREETPHILADELPHIAPA19104X
3624 MARKET STREET BUILDING
3624 MARKET STREETPHILADELPHIAPA19104X
3700 MARKET STREET BUILDING
3700 MARKET STREETPHILADELPHIAPA19104X
3701 MARKET STREET BUILDING
3701 MARKET STREETPHILADLEPHIAPA19104X
MEDICAL RESEARCH
UNIVERSITY AVE WOODLAND AVEPHILADELPHIAPA19104X
JOHN MORGAN BUILDING
3620 HAMILTON WALKPHILADLEPHIAPA19104X
MUTCH BUILDING
39TH MARKET STREETPHILADELPHIAPA19104X
PENN TOWER
300 S 33RD STREETPHILADELPHIAPA19104X
PUBLIC LEDGER BUILDING
150 S INDEPENDENCE MALL WESTPHILADELPHIAPA19106X
RALSTON HOUSE
3615 CHESTNUT STREETPHILADELPHIAPA19104X
RICHARDS MEDICAL RESEARCH LABS
3700 HAMILTON WALKPHILADELPHIAPA19104X
SCHEIE EYE INSTITUTE
39TH STREET MARKET STREETPHILADELPHIAPA19104X
STELLAR-CHANCE LABORATORIES
422 CURIE BLVDPHILADELPHIAPA19104X
EDWARD J STEMMLER HALL
3450 HAMILTON WALKPHILADELPHIAPA19104X
TOWNE BUILDING
220 S 33RD STREETPHILADELPHIAPA19104X
TRANSLATIONAL RESEARCH LAB
125 S 31ST STREETPHILADELPHIAPA19104X
VAGELOS LABORATORIES
3340 SMITH WALKPHILADELPHIAPA19104X
VERNON & SHIRLEY HILL PAVILION
380 S UNIVERSITY AVEPHILADELPHIAPA19104X

Form990 Schedule H Part VI Form990ScheduleHPartVI

FieldValueIRS element (for citing)
General ExplanationPART 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 SPECIGeneralExplanation

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records MaintainedtrueRecordsMaintained

Form990 Schedule I Part III Form990ScheduleIPartIII (2 entries)

Type Of GrantTypeOfGrantNumber Of RecipientsNumberOfRecipientsAmount Of Cash GrantAmountOfCashGrantAmount Of Non Cash AssistanceAmountOfNonCashAssistanceMethod Of ValuationMethodOfValuationDescription Of Non Cash AssistanceDescriptionOfNonCashAssistance
FINANCIAL AID TO UNDERGRADUATE STUDENTS51471802280430N/AN/A
FINANCIAL AID TO GRADUATE/PROFESSIONAL STUDENTS66441522452010N/AN/A

Form990 Schedule I Part IV Form990ScheduleIPartIV

FieldValueIRS element (for citing)
IdentifierPROCEDURES FOR MONITORING GRANTS/SCHOLARSHIPS AWARDEDIdentifier
Return ReferenceSchedule I, PART I, LINE 2ReturnReference
ExplanationTHE 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

FieldValueIRS element (for citing)
First Class Or Charter TravelXFirstClassOrCharterTravel
Travel For CompanionsXTravelForCompanions
Idemnification Gross Up PaymentsXIdemnificationGrossUpPayments
Housing Allowance Or ResidenceXHousingAllowanceOrResidence
Club Dues Or FeesXClubDuesOrFees
Personal ServicesXPersonalServices
Written Policy Re T And E ExpensestrueWrittenPolicyReTAndEExpenses
Substantiation RequiredtrueSubstantiationRequired
Compensation CommitteeXCompensationCommittee
Independent ConsultantXIndependentConsultant
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance PaymentfalseSeverancePayment
Supplemental Nonqual Retire PlantrueSupplementalNonqualRetirePlan
Equity Based Comp ArrangementfalseEquityBasedCompArrangement
Comp Based On Revenue Of Filing OrgfalseCompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related OrgsfalseCompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing OrgfalseCompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate OrgsfalseCompBasedNetEarningsRelateOrgs
Any Non Fixed PaymentstrueAnyNonFixedPayments
Initial Contract ExceptionfalseInitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII (43 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgComp Based On Related OrgsCompBasedOnRelatedOrgsBonus Filing OrgBonusFilingOrgBonus Related OrgsBonusRelatedOrgsOther Compensation Filing OrgOtherCompensationFilingOrgOther Compensation Related OrgsOtherCompensationRelatedOrgsDeferred Comp Filing OrgDeferredCompFilingOrgDeferred Comp Related OrgsDeferredCompRelatedOrgsNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgNontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgsTotal Compensation Filing OrgTotalCompensationFilingOrgTotal Compensation Related OrgsTotalCompensationRelatedOrgsComp Report Prior990 Filing OrgCompReportPrior990FilingOrgComp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs
DR AMY GUTMANN
89730800023837036500003489501321040000
ROBIN BECK
35843903500001461002206001767304477820108000
CRAIG CARNAROLI
584250010800003880532800183280764246000
JEFFREY COOPER
268299025000011610247500188500338060000
LORI DOYLE
24804602200003600225100386300331546000
BONNIE GIBSON
258781027700010680236790122370323465000
STEPHEN GOLDING
312622023000012900283500105770375839000
JACK HEUER
2946310287200439026989078530358632000
JOHN HORN
2244690200004800205200467350294204000
LESLIE KRUHLY
211651021000011030195300483810301665000
JOANN MITCHELL
26949102500006010247500129390332781000
ANNE PAPAGEORGE
29518003290004360269280110150366459000
GREGORY ROST
33366502946006900306000217790416194000
ARTHUR RUBENSTEIN
1344099054622205549160220500249820249226903707360
MAUREEN RUSH
229399024500051250212670186290298920000
WENDY WHITE
465099044000012900423000167760569465000
MARIE WITT
25108102600003670233280308890331665000
JOHN ZELLER
4466490320000543590409500385650612523000
ANDREW BINNS
30636700011710220500162700345858000
PATRICK BRENNAN
389666016579403197030921020061060963900
REBECCA V BUSHNELL
318848023000012900290700346100406818000
MICHAEL DANDORPH
4790700186119084135085000071930841517000
PETER DEGNAN
2598600004920220500139130296315000
STEVEN J FLUHARTY
358978042500690098000164060390124000
GLEN N GAULTON
47180301602300582450220500555720767900000
KRISTIN GILBERTSON
5461310515000030002070500791001276391000
ELIZABETH JOHNSTON
5069590200068083040098401085340897002000
KEITH KASPER
4652640172199061458091000063680796289000
DAVID KENNEDY
754581020081304616302205002097101044578000
CHRISTOPHER KOPS
30189301015150103970220500239680459823000
KEVIN MAHONEY
497879019268801223820967990183380928086000
GAIL MORRISON
41579501397740232570220500171170617993000
RALPH MULLER
131886605160100282287025544101656302389167000
PETER QUINN
7183400268119010954902205001515001133208000
THOMAS ROBERTSON
5190380440000302400220500150820630410000
GARRY SCHEIB
83106303253770131298016100001397901462717000
RAMIN SEDEHI
2331110003030215740151700270158000
N SCOTT ADZICK
7895510397817052519502205003058401765197000
MICHAEL SEAN GRADY
114366503468990202803092104447201567985000
THOMAS L SPRAY
1344847013804007729702205001410001596334000
PAUL MARCOTTE
10360540444960017020291470588601517749000
VINCENT PRICE
41747503000006900312750223730501813000
JOHN PAUL DORMANS
64366508380170691402205001688801527534000

Form990 Schedule J Part III Form990ScheduleJPartIII

FieldValueIRS element (for citing)
IdentifierCOMPENSATION INFORMATIONIdentifier
ExplanationSUPPLEMENTAL 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 EINIssuerEINCUSIP NumberCUSIPNumberDate IssuedDateIssuedIssue PriceIssuePriceDescription Of PurposeDescriptionOfPurposeDefeasedDefeasedOn Behalf Of IssuerOnBehalfOfIssuer
PA HIGHER ED FACILITIES AUTHORITY- SERIES A&B 2005
22224385270917nr972005-01-12112618284REFUND 1995 BONDS; sprinkler systmfalsefalse
PA HIGHER ED FACILITIES AUTHORITY- SERIES C 2005
22224385270917N7V02005-08-18146112644REDEEM 1998 BONDS; CAP PROJECTSfalsefalse
PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2009
22224358270917RUS22009-03-16228289883VARIOUS CAPITAL PROJECTSfalsefalse
PA HIGHER ED FACILITIES AUTHORITY- SERIES B 2009
22224385270917RUS22009-03-1644226561REFUND 2008A (refunding 2002B)falsefalse
PA HIGHER ED FACILITIES AUTHORITY- SERIES C 2009
22224385270917RUS22009-03-1631057669PARTIAL REFUND OF 1998 BONDSfalsefalse

Form990 Schedule K Part II Form990ScheduleKPartII (5 entries)

Total ProceedsTotalProceedsAmount In Reserve FundAmountInReserveFundAmount DefeasedAmountDefeasedAmount UnspentAmountUnspentIssuance Costs From ProceedsIssuanceCostsFromProceedsWorking Capital ExpendituresWorkingCapitalExpendituresCapital ExpendituresCapitalExpendituresYear Of Subst CompletionYearOfSubstCompletionCurrent RefundingCurrentRefundingAdvance RefundingAdvanceRefundingFinal Allocation MadeFinalAllocationMadeAdequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind
73479000000273585050392842005truetruetruetrue
1409980000009456290701269892006falsetruetruetrue
225575000003220281115850080194497189falsefalsefalsetrue
44080000000327620002002truefalsetruetrue
30771000000224995001998truefalsetruetrue

Form990 Schedule K Part III Form990ScheduleKPartIII (5 entries)

Owning Bond Financed PropertyOwningBondFinancedPropertyAny Lease ArrangementsAnyLeaseArrangementsMngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprtyAny Research AgreementsAnyResearchAgreementsBond Counsel Routinely EngagedBondCounselRoutinelyEngagedPrcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthersPercentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBITotal Private Business UseTotalPrivateBusinessUsePost Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs
falsetruetruetruetrue0.001130.019610.02074true
falsetruetruetruetrue0.003290.009140.01243true
falsefalsefalsefalsefalse0.000000.000000.00000true
falsetruetruetruetrue0.010710.000110.01082true
falsefalsefalsefalsetrue0.000000.000000.00000true

Form990 Schedule K Part IV Form990ScheduleKPartIV (5 entries)

Form8038 T FiledForm8038TFiledVariable Rate IssueVariableRateIssueHedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecdsGross Proceeds Invested In GICGrossProceedsInvestedInGICGross Proceeds InvestedGrossProceedsInvestedException To RebateExceptionToRebate
falsefalsefalsefalsefalsetrue
falsefalsefalsefalsefalsetrue
falsefalsefalsefalsefalsetrue
falsefalsefalsefalsefalsetrue
falsefalsefalsefalsefalsetrue

Schedule L IRS990ScheduleL

Loan Table LoanTable (3 entries)

Purpose Of LoanPurposeOfLoanLoan From OrganizationLoanFromOrganizationOriginal PrincipalOriginalPrincipalAmountBalance DueBalanceDueDefaultDefaultApproved By BoardApprovedByBoardWritten AgreementWrittenAgreement
AFAF MELEIS
MORTGAGE ASSISTANCEX$200,000200000falsetruetrue
ANDREW PORTER
EMPLOYEE LOANX$150,00075000falsetruetrue
MARILYN J TAYLOR
EMPLOYEE LOANX$150,00077500falsetruetrue
FieldValueIRS element (for citing)
Total Balance Due352500TotalBalanceDue

Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)

RelationshipRelationshipAmount Of TransactionAmountOfTransactionDescription Of TransactionDescriptionOfTransactionSharing Of RevenuesSharingOfRevenues
COMCAST CORPORATION
COMMON TRUSTEE/OFFICER421559PURCHASE OF SERVICESfalse
JP MORGAN CHASE BANK
COMMON TRUSTEE/OFFICER726842PURCHASE OF SERVICESfalse

Schedule M IRS990ScheduleM

FieldValueIRS element (for citing)
Works Of ArtWorksOfArt
Art Historical TreasuresArtHistoricalTreasures
Art Fractional InterestArtFractionalInterest
Books And PublicationsBooksAndPublications
Clothing And Household GoodsClothingAndHouseholdGoods
Cars And Other VehiclesCarsAndOtherVehicles
Boats And PlanesBoatsAndPlanes
Intellectual PropertyIntellectualProperty
Securities Publicly TradedSecuritiesPubliclyTraded
Securities Closely Held StockSecuritiesCloselyHeldStock
Securities Prtnrshp Trust IntrstsSecuritiesPrtnrshpTrustIntrsts

Securities Miscellaneous SecuritiesMiscellaneous

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions323NumberOfContributions
Noncash Contribs Rptd F99033093848NoncashContribsRptdF990
Method Of Determining Revenuesfair market valueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Qualified Contrib Hist StructQualifiedContribHistStruct
Qualified Contrib OtherQualifiedContribOther
Real Estate ResidentialRealEstateResidential
Real Estate CommercialRealEstateCommercial

Real Estate Other RealEstateOther

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
Number Of Contributions1NumberOfContributions
Noncash Contribs Rptd F9901953823NoncashContribsRptdF990
Method Of Determining Revenuesfair market valueMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
CollectiblesCollectibles
Food InventoryFoodInventory
Drugs And Medical SuppliesDrugsAndMedicalSupplies
TaxidermyTaxidermy
Historical ArtifactsHistoricalArtifacts
Scientific SpecimensScientificSpecimens
Archaeological ArtifactsArchaeologicalArtifacts

Other Non Cash Contributions Table OtherNonCashContributionsTable

FieldValueIRS element (for citing)
Non Cash CheckboxXNonCashCheckbox
DescriptionOTHER GIFTS IN KINDDescription
Number Of Contributions30NumberOfContributions
Noncash Contribs Rptd F9903061374NoncashContribsRptdF990
Method Of Determining RevenuescostMethodOfDeterminingRevenues
FieldValueIRS element (for citing)
Number Of8283 Received38NumberOf8283Received
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeld
Review Process Unusual NC GiftstrueReviewProcessUnusualNCGifts
Third Parties UsedtrueThirdPartiesUsed

Form990 Schedule M Part II Form990ScheduleMPartII

FieldValueIRS element (for citing)
IdentifierUTILIZATION OF THIRD PARTIES FOR SALESIdentifier
Return ReferenceSCHEDULE M, PART I, LINE 32BReturnReference
ExplanationIN 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

FieldValueIRS element (for citing)
IdentifierSUPPLEMENTAL DISCLOSURESIdentifier
ExplanationBUSINESS 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/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateTotal IncomeTotalIncomeEOY AssetsEOYAssetsBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Address Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCodeLegal Domicile Foreign CountryLegalDomicileForeignCountry
RA CITRUS-HEIGHT REMAINDERCO LLC
6162 San Juan AveCitrus HeightsCA95610134018559REMAINDERCA00NA
RA FLINT REMAINDERCO LLC
5014 CLIO ROADFLINTMI48501134018594REMAINDERMI00NA
RA GIBBSTOWN REMAINDERCO LLC
380 HARMONY ROADGIBBSTOWNNJ08027231352685REMAINDERNJ00NA
RA BLYTHE REMAINDERCO LLC
890 E Hobson WayBlytheCA92225231352685REMAINDERCA00NA
RA CLAREMONT REMAINDERCO LLC
45-99 WASHINGTON STREETCLAREMONTNH03743231352685REMAINDERNH00NA
RA03 NEW OXFORD REMAINDERCO LLC
5675 YORK ROADNEW OXFORDPA17350231352685REMAINDERPA00NA
UNIV OF PENN USA FOUNDATION LTD
980387770CHARITY210757460000NA19 NORCOTT ROADLONDONUNITED KINGDOMUKN167EJUK

Form990 Schedule R Part II Form990ScheduleRPartII (29 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesLegal Domicile StateLegalDomicileStateExempt Code SectionExemptCodeSectionPublic Charity StatusPublicCharityStatusBusiness Name Line1DirectControllingEntityName/BusinessNameLine1
Abramson Institute
1086 Penllyn Blue Bell PikeBlue BellPA19422232929823MED RESEARCHPA501(c)(3)4NA
CLINICAL CARE ASSOCIATES OF uphs
250 KING OF PRUSSIA RD 4TH FLRADNORPA19087232729852HEALTHCAREPA501(c)(3)9NA
UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREETPHILADELPHIAPA19104236299508FAC. CLUBPA501(c)(3)11, ANA
FRANKLIN SPECIALTY PHYSICIANS
3451 WALNUT STREETPHILADELPHIAPA19104232992715SUPPORT ORGPA501(c)(3)11, BNA
HALL MERCER HOSPITAL
1735 MARKET STREETPHILADELPHIAPA19103236002383SUPPORT ORGPA501(c)(3)11, APA HOSPITAL
MATERNITY HOSPITAL
800 SPRUCE STREETPHILADELPHIAPA19107236407608SUPPORT ORGPA501(c)(3)11, APA HOSPITAL
OAP INC
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104231986931SUPPORT ORGPA501(c)(3)11, ANA
P2B VENTURES INC
3535 MARKET STREETPHILADELPHIAPA19104233069744SUPPORT ORGPA501(c)(3)11, ANA
PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREETPHILADELPHIAPA19104232422635HEALTHCAREPA501(c)(3)3NA
PENN CLUB OF NEW YORK INC
30 WEST 44TH STREETNEW YORKNY10036232726687CLUBNY501(c)(7)N/ANA
PENN PRAXIS INC
210 South 34TH STREETPhiladelphiaPA19104752974931SUPPORT ORGPA501(c)(3)11, ANA
PENN PRESS INC
3905 SPRUCE STREETPHILADELPHIAPA19104231876142PUBLISHINGPA501(c)(3)11, ANA
PENNSYLVANIA HOSPITAL OF UPHS
800 SPRUCE STREETPHILADELPHIAPA19107311538725HEALTHCAREPA501(c)(3)3NA
PGH DEVELOPMENT CORP
426 CURIE BLVDPHILADELPHIAPA19104232351015SUPPORT ORGPA501(c)(3)11, ANA
PHILADELPHIA DISPENSARY
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104236407456SUPPORT ORGPA501(c)(3)11, BNA
PHILADELPHIA LYING-IN CHARITY
800 SPRUCE STREETPHILADELPHIAPA19107236407457SUPPORT ORGPA501(c)(3)11, APA HOSPITAL
PHOENIXVILLE HOSPITAL OF UPHS
3001 MARKET STREET 3RD FLOORPHILADELPHIAPA19104232901089SUPPORT ORGPA501(c)(3)11, BNA
PRESBYTERIAN ANESTHESIOLOGY FOUNDATION
51 NORTH 39TH STREETPHILADELPHIAPA19104232561573SUPPORT ORGPA501(c)(3)11, BNA
PRESBYTERIAN MEDICAL CENTER OF UPHS
51 NORTH 39TH STREETPHILADELPHIAPA19104232810852HEALTHCAREPA501(c)(3)3NA
PRESBYTERIAN MULTI-SPECIALTY GROUP
51 NORTH 39TH STREETPHILADELPHIAPA19104232723154HEALTHCAREPA501(c)(3)3NA
PRESBYTERIAN PERSONAL CARE RESIDENCE
51 NORTH 39TH STREETPHILADELPHIAPA19104232294713HEALTHCAREPA501(c)(3)3NA
PRESTON MATERNITY HOSPITAL
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104231360853SUPPORT ORGPA501(c)(3)11, BNA
SAY YES TO EDUCATION FOUNDATION
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104222883885EDU SUPPORTPA501(c)(3)11, CNA
SS HUEBNER FOUNDATION FOR INSURANCE EDUC
3000 STEINBERG HALLPHILADELPHIAPA19104236297325EDU SUPPORTPA501(c)(3)11, ANA
UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104233021159SUPPORT ORGPA501(c)(3)11, ANA
UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104232769744BENEFITSPA501(c)(3)11, ANA
WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300BALA CYNWYDPA19004232152662HOSPICE CAREPA501(c)(3)9NA
WOMEN'S AND CHILDREN'S HEALTH SERVICES
700 SPRUCE STREETPHILADELPHIAPA19106232248956HEALTHCAREPA501(c)(3)3PA HOSPITAL
THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500EPHILADELPHIAPA19102810550464SUPPORT ORGPA501(c)(3)11(D)NA

Form990 Schedule R Part III Form990ScheduleRPartIII

Name Of Related Org NameOfRelatedOrg

FieldValueIRS element (for citing)
Business Name Line1NEIGHBORHOOD PRESERVATION & DEV FUND LLCBusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1240 NEW YORK DR STE 1AddressLine1
CityFort WashingtonCity
StatePAState
ZIP Code19034ZIPCode
FieldValueIRS element (for citing)
EIN251866525EIN
Primary ActivityRENTALPrimaryActivity
Legal Domicile StatePALegalDomicileState

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1NABusinessNameLine1
FieldValueIRS element (for citing)
Predominant Income TypeINVESTMENTPredominantIncomeType
Share Of Total Income-1112ShareOfTotalIncome
Share Of EOY Assets-5062ShareOfEOYAssets
Disproportionate AllocationsfalseDisproportionateAllocations
Code V$0CodeVAmount
General Or Managing PartnerfalseGeneralOrManagingPartner

Form990 Schedule R Part IV Form990ScheduleRPartIV (10 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEINEINPrimary ActivityPrimaryActivityLegal Domicile StateLegalDomicileStateBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Type Of EntityTypeOfEntityShare Of Total IncomeShareOfTotalIncomeShare Of EOY AssetsShareOfEOYAssetsPercentage OwnershipPercentageOwnershipLegal Domicile Foreign CountryLegalDomicileForeignCountryAddress Line1AddressForeign/AddressLine1CityAddressForeign/CityProvince Or StateAddressForeign/ProvinceOrStateCountryAddressForeign/CountryPostal CodeAddressForeign/PostalCode
CLINICAL HEALTH CARE ASSOC
250 KING OF PRUSSIA ROAD 4TH FLOORRADNORPA190875220232865181PHYS MGMTPANACORPORATION-5276995563867661.00000
DELANCEY CORPORATION
510 Walnut Street Suite 420PhiladelphiaPA19106232060159RentalPAPA HOSPITALCORPORATION000.00000
FRANKLIN CASUALTY INSURANCE CO
PO Box 350BurlingtonVT054020530043378984InsuranceVTNACORPORATION-183885237871221.00000
LEARNING ALLIANCE LLC
1398 WILMINGTON PIKEWEST CHESTERPA19383562351966EDUCATIONAL SERVPANACORPORATION2693320132551.00000
PENN TOWER HOTEL INC
3401 Walnut Street Suite 440APhiladelphiaPA19104232812573HOTEL/RESTAURPANACORPORATION0152822181.00000
PHYSICIAN HOSPITAL ORG OF PAH
800 SPRUCE STREETPHILADELPHIAPA191076192232773828PHYSICIAN ORGPANACORPORATION001.00000
PINE ARMS HOLDINGS INC
3101 WALNUT STREETPHILADELPHIAPA19104200177366HOLDING CO.PAPENN TOWERCORPORATION000.00000
PRESBYTERIAN MEDICAL SERVICES
39TH AND MARKET STREETPHILADELPHIAPA19104232307991HEALTHCAREPANACORPORATION000.00000
QUAKER INSURANCE COMPANY LTD
3451 WALNUT ST ROOM 329PHILADELPHIAPA19104SELF-INSURANCENACORPORATION920777879675401.00000BD
FIRST HOSPITAL INSURANCE CO LTD
SELF-INSURANCEPA HOSPITALCORPORATION000.00000CJP0 BOX 1109GRAND CAYMANCAYMAN ISLANDSCJKY-1503
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents RoyaltiestrueReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other OrgtrueGiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other OrgfalseGiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other OrgtrueLoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other OrgfalseLoansOrGuaranteesFromOtherOrg
Sale Of Assets To Other OrgfalseSaleOfAssetsToOtherOrg
Purchase Of Assets From Other OrgfalsePurchaseOfAssetsFromOtherOrg
Exchange Of AssetsfalseExchangeOfAssets
Rental Of Facilities To Other OrgsfalseRentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other OrgsfalseRentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other OrgsfalsePerformOfServicesForOtherOrgs
Perform Of Services By Other OrgsfalsePerformOfServicesByOtherOrgs
Sharing Of FacilitiestrueSharingOfFacilities
Sharing Of Paid EmployeestrueSharingOfPaidEmployees
Reimbursement Paid To Other OrgtrueReimbursementPaidToOtherOrg
Reimbursement Paid By Other OrgtrueReimbursementPaidByOtherOrg
Other Transfer To Other OrgfalseOtherTransferToOtherOrg
Other Transfer From Other OrgtrueOtherTransferFromOtherOrg

Transactions Related Orgs Table TransactionsRelatedOrgsTable (7 entries)

Transaction TypeTransactionTypeAmount InvolvedAmountInvolved
CLINICAL CARE ASSOCIATES OF uphs
r4455000
PENNSYLVANIA HOSPITAL OF UPHS
J,N,O23037954
PENN PRAXIS INC
C,N,Q5230226
PENN TOWER HOTEL INC
A1500000
PRESBYTERIAN MEDICAL CENTER OF UPHS
O378265
UPENN RETIREE BENEFITS TRUST
B27649440
WISSAHICKON HOSPICE OF UPHS
N,P,R2087200