TEMPLE UNIVERSITY HEALTH SYSTEM INC: Form 990, tax year 2009
View the entire original 990 at ProPublica ↗
- Organization
- TEMPLE UNIVERSITY HEALTH SYSTEM INC (EIN 23-2825881)
- Tax period
- 2009-07-01 to 2010-06-30
- Filed
- 2011-05-12
- IRS object ID
- 201141329349300109
- Schema version
- 2009v1.7
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule I
- Schedule J
- Schedule K
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2011-05-12T07:20:27-05:00 | Timestamp |
| Tax Period End Date | 2010-06-30 | TaxPeriodEndDate |
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2009-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 232825881 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Temple University Health System Inc | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | TEMP | NameControl |
| Phone | 2157076133 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3509 N Broad Street No 936 | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19140 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | Robert H Lux | Name |
| Title | Vice President and CFO | Title |
| Phone | 2157073802 | Phone |
| Date Signed | 2011-05-12 | DateSigned |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2009 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | Robert H Lux | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2450 W Hunting Park Avenue | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19129 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 117946867 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | www.temple.edu/tuhs | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1995 | YearFormation |
| State Legal Domicile | PA | StateLegalDomicile |
| Activity Or Mission Description | Our mission is to provide access to high quality health care to the community and academic setting. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 16 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 495 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 30891825 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 42522170 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 75422100 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 65091181 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 10294692 | InvestmentIncomePriorYear |
| Investment Income Current Year | 8388332 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 7712 | OtherRevenuePriorYear |
| Other Revenue Current Year | 1945184 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 116616329 | TotalRevenuePriorYear |
| Total Revenue Current Year | 117946867 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 45927000 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 39296636 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 36501154 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 28340576 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 282179 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 48336860 | OtherExpensePriorYear |
| Other Expenses Current Year | 44950812 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 130765014 | TotalExpensesPriorYear |
| Total Expenses Current Year | 112588024 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -14148685 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 5358843 | RevenuesLessExpensesCY |
| Total Assets BOY | 291183547 | TotalAssetsBOY |
| Total Assets EOY | 306216827 | TotalAssetsEOY |
| Total Liabilities BOY | 282308065 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 291982502 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 8875482 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 14234325 | NetAssetsOrFundBalancesEOY |
| Mission Description | Our mission is to provide access to the highest quality of health care in both the community and academic setting. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 39296636 | Expense |
| Grants | 39296636 | Grants |
| Revenue | 65093677 | Revenue |
| Description | Pursuant to its Articles of Incorporation, Temple University HealthSystem (TUHS) serves as the sole member of the corporate Affiliatesthat own and operate hospitals and other health care service providers.Through its Affiliates, TUHS: (1)provides access to sites and programs for clinical training for the Temple University School of Medicine (TUSM) and otherwise supports the academic mission of TUSM; (2)provides access to medical and surgical aid to the sick and disabled persons without regard to race, creed, color, sex, or national origin;and (3)supports such educational, philanthropic, and scientific (including research) activities as are part of an efficient modern health care system as part of an academic medical center. | Description |
| Total Program Service Expense | 39296636 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 1 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Balance Sheet Amounts Reported | 1 | BalanceSheetAmountsReported |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 1 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 1 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 279 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 495 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | BD | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Nbr Voting Governing Body Members | 16 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 1 | MembersOrStockholders |
| Election Of Board Members | 1 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 1 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | PA | StatesWhereCopyOfReturnIsFiled |
| Own Website | X | OwnWebsite |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph G Klos | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2157074884 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2450 W Hunting Park Avenue | AddressLine1 |
| City | Philadelphia | City |
| State | PA | State |
| ZIP Code | 19129 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (38 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee | FormerFormer |
|---|---|---|---|---|---|---|---|---|---|
| Jane Scaccetti | |||||||||
| Director, Chair | 5.00 | X | X | 0 | 0 | 0 | |||
| Clark S Frame | |||||||||
| Director, Vice Chair | 5.00 | X | X | 0 | 0 | 0 | |||
| Edmond F Notebaert | |||||||||
| Director, President and CEO of TUHS | 20.00 | X | X | 0 | 2583333 | 0 | |||
| Theodore Z Davis | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Dr Milton L Rock | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| John C Haas | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Robert H LeFever | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Dr Daniel T Dempsey | |||||||||
| Director | 2.00 | X | 0 | 478394 | 40994 | ||||
| Ronald Donatucci | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Lewis Gould | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Lon R Greenberg | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Dr Soloman Luo | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Dr Ann Weaver Hart | |||||||||
| Director | 2.00 | X | 0 | 532000 | 79949 | ||||
| Dr John M Daly | |||||||||
| Director | 2.00 | X | 0 | 710846 | 50973 | ||||
| Patrick OConnor | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Daniel Polett | |||||||||
| Director | 5.00 | X | 0 | 0 | 0 | ||||
| Beth C Koob | |||||||||
| Secretary | 30.00 | X | 383115 | 0 | 52785 | ||||
| George E Moore | |||||||||
| Asst Treasurer | 4.00 | X | 0 | 370000 | 112317 | ||||
| Betty McAdams | |||||||||
| Asst Treasurer | 41.00 | X | 90217 | 0 | 13750 | ||||
| Robert H Lux | |||||||||
| Treasurer | 31.00 | X | 458041 | 0 | 53686 | ||||
| Joseph G Klos | |||||||||
| Asst Treasurer | 50.00 | X | 208750 | 0 | 32108 | ||||
| Drew Maser | |||||||||
| Asst Treasurer | 50.00 | X | 99633 | 0 | 29291 | ||||
| Thomas AK Queenan | |||||||||
| Asst Treasurer | 50.00 | X | 194823 | 0 | 35837 | ||||
| Herbert P White | |||||||||
| Asst Treasurer | 50.00 | X | 232775 | 0 | 38400 | ||||
| Dr Calvin Johnson | |||||||||
| CMO of TUHS | 50.00 | 372344 | 0 | 36167 | X | ||||
| David Newell | |||||||||
| VP - External Affairs | 50.00 | 322836 | 0 | 54147 | X | ||||
| Robert Birnbrauer | |||||||||
| VP - Human Resources | 50.00 | 275894 | 0 | 79663 | X | ||||
| Art Papacostas | |||||||||
| Chief Information Officer | 49.00 | 341815 | 0 | 62279 | X | ||||
| Alan Rosenberg | |||||||||
| Chief of Staff | 50.00 | 326810 | 0 | 54847 | X | ||||
| Michael Mullane | |||||||||
| Asst to the CEO | 50.00 | 357119 | 0 | 33479 | X | ||||
| George Kenny | |||||||||
| Govt Relations | 50.00 | 263344 | 0 | 14361 | X | ||||
| Paul Walker | |||||||||
| Assoc Hospital Director | 50.00 | 203732 | 0 | 18237 | X | ||||
| Kenneth Chadwick | |||||||||
| AVP Real Estate Services | 50.00 | 195771 | 0 | 35222 | X | ||||
| Raymond Robinson | |||||||||
| AVP Revenue Cycle | 50.00 | 188773 | 0 | 10744 | X | ||||
| Sharon Oxendale | |||||||||
| Assoc VP Operations Improvement | 50.00 | 188706 | 0 | 5169 | X | ||||
| Charles Soltoff | |||||||||
| AVP Marketing | 50.00 | 185297 | 0 | 32181 | X | ||||
| Joseph W Marshall III | |||||||||
| Former CEO of TUHS | 33.00 | 421968 | 0 | 25876 | X | ||||
| Robert E Pezzoli | |||||||||
| Former Officer | 50.00 | 590495 | 0 | 51193 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 5902258 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 4674573 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 1053655 | TotalOtherCompensation |
| Number Individuals GT100 K | 22 | NumberIndividualsGT100K |
| Formers Listed | 1 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| Price Waterhouse Coopers LLP | |||||
| PO Box 7247-8001 | Philadelphia | PA | 19170 | Consultant | 2300070 |
| Temple University | |||||
| 400 Carnell Hall 1803 N Broad St | Philadelphia | PA | 19121 | Purchased Services | 1346199 |
| Elliott Lewis Corp | |||||
| 2900 Black Lake Place | Philadelphia | PA | 19129 | Purchased Services | 1310211 |
| Deloitte & Touche LLP | |||||
| 1700 Market St | Philadelphia | PA | 19102 | Consultant | 730425 |
| Ikon Office Solutions | |||||
| PO Box 41564 | Philadelphia | PA | 19101 | Purchased Services | 582843 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 57 | NumberOfContractorsGT100K |
| Related Organizations | 41000000 | RelatedOrganizations |
| All Other Contributions | 1522170 | AllOtherContributions |
| Total Contributions | 42522170 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| Related Org Srvcs | 561000 | 64861004 | 64861004 |
| Parking | 812930 | 230177 | 230177 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 65091181 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8388332 | TotalRevenueColumn |
| Exclusion | $8,388,332 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1932268 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 1932268 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1932268 | TotalRevenueColumn |
| Exclusion | $1,932,268 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Misc income | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 12916 | TotalRevenueColumn |
| Related Or Exempt Function Income | 2496 | RelatedOrExemptFunctionIncome |
| Exclusion | $10,420 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 12916 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 117946867 | TotalRevenueColumn |
| Related Or Exempt Function Income | 65093677 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $10,331,020 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 39296636 | Total |
| Program Services | 39296636 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3600863 | Total |
| Management And General | 3600863 | ManagementAndGeneral |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1098532 | Total |
| Management And General | 1098532 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 16896111 | Total |
| Management And General | 16896111 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1664028 | Total |
| Management And General | 1664028 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3297945 | Total |
| Management And General | 3297945 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1783097 | Total |
| Management And General | 1783097 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 720868 | Total |
| Management And General | 720868 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 370449 | Total |
| Management And General | 370449 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 15921462 | Total |
| Management And General | 15643716 | ManagementAndGeneral |
| Fundraising | 277746 | Fundraising |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 31728 | Total |
| Management And General | 31728 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1610523 | Total |
| Management And General | 1610151 | ManagementAndGeneral |
| Fundraising | 372 | Fundraising |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6247247 | Total |
| Management And General | 6243186 | ManagementAndGeneral |
| Fundraising | 4061 | Fundraising |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 166962 | Total |
| Management And General | 166962 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12985299 | Total |
| Management And General | 12985299 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6691324 | Total |
| Management And General | 6691324 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8361 | Total |
| Management And General | 8361 | ManagementAndGeneral |
Other Expenses OtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | Restructuring | Description |
| Total | 196589 | Total |
| Management And General | 196589 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 112588024 | Total |
| Program Services | 39296636 | ProgramServices |
| Management And General | 73009209 | ManagementAndGeneral |
| Fundraising | 282179 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2000 | BOY |
| EOY | 2000 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 22460843 | BOY |
| EOY | 34795366 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10661606 | BOY |
| EOY | 12242267 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100000 | BOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137163743 | BOY |
| EOY | 136066743 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3673378 | BOY |
| EOY | 3690399 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 66299038 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 24892775 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 35910054 | BOY |
| EOY | 41406263 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 81211923 | BOY |
| EOY | 78013789 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291183547 | BOY |
| EOY | 306216827 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 49771608 | BOY |
| EOY | 73421848 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 229076732 | BOY |
| EOY | 215137178 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3459725 | BOY |
| EOY | 3423476 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 282308065 | BOY |
| EOY | 291982502 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8356087 | BOY |
| EOY | 13657713 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 519395 | BOY |
| EOY | 576612 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8875482 | BOY |
| EOY | 14234325 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291183547 | BOY |
| EOY | 306216827 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 1 | FederalGrantAuditRequired |
| Federal Grant Audit Performed | 1 | FederalGrantAuditPerformed |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type1 | X | SupportingOrg509a3Type1 |
| Certification Checkbox | X | CertificationCheckbox |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation (5 entries)
| EINEIN | Type Of OrganizationTypeOfOrganization | Listed In Governing DocListedInGoverningDoc | AmountAmount |
|---|---|---|---|
| Temple University | |||
| 231365971 | 2 | 1 | $0 |
| Temple Health Transport | |||
| 755084023 | 9 | 0 | $2,450,000 |
| Temple Physicians Inc | |||
| 232790607 | 9 | 0 | $6,300,000 |
| Temple Hospital | |||
| 232825878 | 3 | 0 | $96,636 |
| Temple Foundation Inc | |||
| 232916108 | 3 | 0 | $30,450,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 5 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 39296636 | SumOfAmounts |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | Volunteers |
| Paid Staff Or Management | 0 | PaidStaffOrManagement |
| Media Advertisements | 0 | MediaAdvertisements |
| Mailings Members | 0 | MailingsMembers |
| Publications Or Broadcast | 0 | PublicationsOrBroadcast |
| Grants Other Organizations | 0 | GrantsOtherOrganizations |
| Direct Contact Legislators | 0 | DirectContactLegislators |
| Rallies Demonstrations | 0 | RalliesDemonstrations |
| Other Activities | 1 | OtherActivities |
| Other Activities | $430,578 | OtherActivitiesAmount |
| Total Lobbying Expenditures IIB | 430578 | TotalLobbyingExpendituresIIB |
| Not Described In501c3 | 0 | NotDescribedIn501c3 |
Form990 Schedule C Part IV Form990ScheduleCPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Part II-B, Line 1i: | Identifier |
| Return Reference | Explanation of Other Lobbying Activities: | ReturnReference |
| Explanation | Part II-B, Line 1(i), Other Lobbying Activities: Direct Lobbying Expenditures in Professional Fees were $300,104; Indirect Lobbying Expenditures incurred through dues and memberships were $130,474.23. | Explanation |
Schedule D IRS990ScheduleD
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 66299038 | InvestmentCostOrOtherBasis |
| Depreciation | 24892775 | Depreciation |
| Book Value | 41406263 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 41406263 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (4 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| Assets Limited as to Use | 54160398 |
| Investment in Temple University Health System Insurance Company, Ltd. | 22935281 |
| Worker's Compensation Funds | 95840 |
| Other Assets | 822270 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 78013789 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities (5 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| Other Liabilities General - PA UC Liabilities LTC | $1,396,647 |
| Other Liabilities Misc | $1,152,723 |
| Other Liabilities - Annuities Payable | $241,561 |
| Other Liabilities - Intercompany - Stockamp | $170,100 |
| Self Insurance Claim Liability TU Wkcomp | $462,445 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 3423476 | TotalOfAmounts |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Recipient Table RecipientTable (4 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EIN Of RecipientEINOfRecipient | Amount Of Cash GrantAmountOfCashGrant | Purpose Of GrantPurposeOfGrant |
|---|---|---|---|---|---|---|
| Temple University Health System Foundation Inc | ||||||
| 3509 N Broad Street Room 936 | Philadelphia | PA | 19140 | 232916108 | 30450000 | General support |
| Temple Physicians Inc | ||||||
| 3509 N Broad Street Room 936 | Philadelphia | PA | 19140 | 232790607 | 6300000 | General support |
| Temple Health Transport Team Inc | ||||||
| 3509 N Broad Street Room 936 | Philadelphia | PA | 19140 | 755084023 | 2450000 | General support |
| Temple University Hospital Inc | ||||||
| 3509 N Broad Street Room 936 | Philadelphia | PA | 19140 | 232825878 | 96636 | General support |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Nbr Of501 C3 And Govt Grants | 3 | TotalNbrOf501C3AndGovtGrants |
| Total Nbr Of Other Organizations | 0 | TotalNbrOfOtherOrganizations |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | Other Information: | Identifier |
| Return Reference | Part IV: | ReturnReference |
| Explanation | Schedule I, Part I, Line 2: Grants were made only for tax-exempt purposes to related organizations under common control. Grants are subject to review by the governing bodies and management of the related organizations and the organization which is their common parent. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Independent Consultant | X | IndependentConsultant |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 1 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (24 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Edmond F Notebaert | |||||||||||||
| 0 | 2583333 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 2583333 | 0 | 0 |
| Dr Daniel T Dempsey | |||||||||||||
| 0 | 210120 | 0 | 0 | 0 | 268274 | 0 | 0 | 0 | 40994 | 0 | 519388 | 0 | 0 |
| Dr Ann Weaver Hart | |||||||||||||
| 0 | 532000 | 0 | 0 | 0 | 0 | 0 | 33000 | 0 | 46949 | 0 | 611949 | 0 | 0 |
| Dr John M Daly | |||||||||||||
| 0 | 605346 | 0 | 0 | 0 | 105500 | 0 | 0 | 0 | 50973 | 0 | 761819 | 0 | 0 |
| Beth C Koob | |||||||||||||
| 364627 | 0 | 0 | 0 | 18488 | 0 | 32544 | 0 | 20241 | 0 | 435900 | 0 | 0 | 0 |
| George E Moore | |||||||||||||
| 0 | 364000 | 0 | 0 | 0 | 6000 | 0 | 49000 | 0 | 63317 | 0 | 482317 | 0 | 0 |
| Robert H Lux | |||||||||||||
| 445346 | 0 | 0 | 0 | 12695 | 0 | 32544 | 0 | 21142 | 0 | 511727 | 0 | 0 | 0 |
| Joseph G Klos | |||||||||||||
| 208750 | 0 | 0 | 0 | 0 | 0 | 25740 | 0 | 6368 | 0 | 240858 | 0 | 0 | 0 |
| Thomas AK Queenan | |||||||||||||
| 194281 | 0 | 0 | 0 | 542 | 0 | 21098 | 0 | 14739 | 0 | 230660 | 0 | 0 | 0 |
| Herbert P White | |||||||||||||
| 218775 | 0 | 0 | 0 | 14000 | 0 | 24089 | 0 | 14311 | 0 | 271175 | 0 | 0 | 0 |
| Dr Calvin Johnson | |||||||||||||
| 361934 | 0 | 0 | 0 | 10410 | 0 | 16525 | 0 | 19642 | 0 | 408511 | 0 | 0 | 0 |
| David Newell | |||||||||||||
| 284031 | 0 | 0 | 0 | 38805 | 0 | 30884 | 0 | 23263 | 0 | 376983 | 0 | 0 | 0 |
| Robert Birnbrauer | |||||||||||||
| 262300 | 0 | 1046 | 0 | 12548 | 0 | 54500 | 0 | 25163 | 0 | 355557 | 0 | 0 | 0 |
| Art Papacostas | |||||||||||||
| 329615 | 0 | 0 | 0 | 12200 | 0 | 51745 | 0 | 10534 | 0 | 404094 | 0 | 0 | 0 |
| Alan Rosenberg | |||||||||||||
| 297464 | 0 | 0 | 0 | 29346 | 0 | 32544 | 0 | 22303 | 0 | 381657 | 0 | 0 | 0 |
| Michael Mullane | |||||||||||||
| 348132 | 0 | 0 | 0 | 8987 | 0 | 16525 | 0 | 16954 | 0 | 390598 | 0 | 0 | 0 |
| George Kenny | |||||||||||||
| 248894 | 0 | 0 | 0 | 14450 | 0 | 14275 | 0 | 86 | 0 | 277705 | 0 | 0 | 0 |
| Paul Walker | |||||||||||||
| 142076 | 0 | 30000 | 0 | 31656 | 0 | 14055 | 0 | 4182 | 0 | 221969 | 0 | 0 | 0 |
| Kenneth Chadwick | |||||||||||||
| 195005 | 0 | 0 | 0 | 766 | 0 | 21128 | 0 | 14094 | 0 | 230993 | 0 | 0 | 0 |
| Raymond Robinson | |||||||||||||
| 188672 | 0 | 0 | 0 | 101 | 0 | 5372 | 0 | 5372 | 0 | 199517 | 0 | 0 | 0 |
| Sharon Oxendale | |||||||||||||
| 170494 | 0 | 0 | 0 | 18212 | 0 | 1297 | 0 | 3872 | 0 | 193875 | 0 | 0 | 0 |
| Charles Soltoff | |||||||||||||
| 173428 | 0 | 0 | 0 | 11869 | 0 | 18389 | 0 | 13792 | 0 | 217478 | 0 | 0 | 0 |
| Joseph W Marshall III | |||||||||||||
| 0 | 0 | 70000 | 0 | 351968 | 0 | 0 | 0 | 25876 | 0 | 447844 | 0 | 0 | 0 |
| Robert E Pezzoli | |||||||||||||
| 588767 | 0 | 0 | 0 | 1728 | 0 | 29461 | 0 | 21732 | 0 | 641688 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | Part I, Line 4a | ReturnReference |
| Explanation | Joseph W. Marshall, III also served as Chief Executive Officer of Temple University Health System, Inc. and was paid a severance by the Health System upon his termination from that role. His severance payment was $447,844. Robert E. Pezzoli also served as Chief Executive Officer of Temple University Hospital, Inc. and was paid a severance by the Health System upon his termination from that role. His severance payment was $641,688. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer |
|---|---|---|---|---|---|---|
| HOSPITALS & HIGHER ED FAC AUTH OF PHILA | ||||||
| 231929132 | 717903C55 | 2007-08-17 | 149898643 | REFUND OF SERIES 97,99,03,05 | 0 | 0 |
| HOSPITALS & HIGHER ED FAC AUTH OF PHILA | ||||||
| 231929132 | 717903D54 | 2007-08-17 | 71051466 | REFUNDING OF SERIES 97,99,03,05 | 0 | 0 |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Amount DefeasedAmountDefeased | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|
| 149898643 | 11583006 | 137144859 | 1170778 | 2007 | 1 | 0 | 1 | 1 |
| 71051466 | 4372559 | 39114378 | 875324 | 2007 | 1 | 1 | 1 | 1 |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Any Research AgreementsAnyResearchAgreements | Bond Counsel Routinely EngagedBondCounselRoutinelyEngaged | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Percentage Of Prvt Business Re UBIPercentageOfPrvtBusinessReUBI | Total Private Business UseTotalPrivateBusinessUse | Post Issuance Compliance ProcdrsPostIssuanceComplianceProcdrs |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0 | 1 | 0.01920 | 0.00000 | 0.01920 | 1 |
| 0 | 0 | 0 | 0 | 1 | 0.03650 | 0.00000 | 0.03650 | 1 |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Business Name Line2NameOfGICProvider/BusinessNameLine2 | Regulatory Safe Harbor SatisfiedRegulatorySafeHarborSatisfied | Gross Proceeds InvestedGrossProceedsInvested | Exception To RebateExceptionToRebate |
|---|---|---|---|---|---|---|---|---|
| na | ||||||||
| 0 | 0 | 0 | 1 | Defpa BankHypo - | Term'd in 09 | 1 | 0 | 0 |
| na | ||||||||
| 0 | 0 | 0 | 1 | Defpa BankHYPO - | Term'd in 09 | 1 | 0 | 0 |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (3 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| Marc Polett | |||
| Son of Mr.Polett Director at TUHS | 57224 | Empld TUHS | 0 |
| John Testa | |||
| Brother in law Ms.Scaccetti Director at TUHS | 75859 | Empld TUHS | 0 |
| Details on Schedule O | |||
| 0 | |||
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (10 entries)
| IdentifierIdentifier | ExplanationExplanation |
|---|---|
| Form 990, Part VI, Section A, line 6 | The sole member of the organization is Temple University Of The Commonwealth System of Higher Education. The member has the power to appoint and remove the organizations Board of Directors. The approval of the member is required for any of the following actions by the organization (a)any dissolution or liquidation; (b)any merger; (c)any amendments to the Articles of Incorporation; (d)any amendments to the Bylaws regarding the member, the number of Directors, quorum or voting requirements; (e)the sale, pledge, lease (but only a lease from the organization of substantially all of the organizations real property), or other transfer of the assets of the organization other than transactions occurring in the ordinary course of business; (f)any decision resulting in the organizations ceasing to provide appropriate sites for Temple University School of Medicine for comprehensive tertiary acute care services through the organization or related organizations; (g)any decision to merge with, acquire, or enter into an affiliation with medical schools or medical school hospitals other than the Universitys; (h)the deletion of any clinical programs that are needed for the accreditation of Temple University School of Medicine; (i)the adoption of the organizations annual capital and operating budgets; (j)the issuance or assumption of any indebtedness in excess of Two Million Five Hundred Thousand Dollars ($2,500,000); and (k)the execution of any contract providing for the management of the organization. |
| Form 990, Part VI, Section A, line 7a | See Part VI, Section A, Line 6 above. |
| Form 990, Part VI, Section A, line 7b | See Part VI, Section A, Line 6 above. |
| Form 990, Part VI, Section B, line 11 | After review by management and outside tax counsel, the 990 and 990T (if any) are posted to the website of the Secretarys Office. Each Board Member is contacted and provided with the web address. A Board Member without internet access is provided a paper copy to review. The website and paper mailing have an overview of the 990 and 990T preparation process and internal reviews. Each Board Member is asked to review the 990 and 990T within 2 weeks and contact the Chief Financial Officer about any questions. In addition to the above process, the Audit Committee is provided a copy and the 990 and 990T are reviewed at a regularly scheduled meeting. |
| Form 990, Part VI, Section B, line 12c | The Office of the Secretary provides each director and officer with copies of the conflicts of interest policy and a disclosure statement to be completed on an annual basis. The Office of the Secretary reviews the completed disclosure statements which are then reviewed in summary format by a committee of the Board of Directors and any recommended actions presented to the full Board of Directors. In addition to completing the annual disclosure statement, directors and officers must disclose potential or actual conflicts on an ongoing basis as matters arise. All disclosures are evaluated and a determination of whether a conflict exists is made by the Board or a committee of the Board. All employees are subject to a conflicts of interest policy that is monitored by the Office of the Secretary. |
| Form 990, Part VI, Section B, line 15 | There is a compensation committee that reviews and approves all total compensation of executive / key personnel at Temple University Health System through an evaluation performed by an external compensation expert before the compensation is approved. |
| Form 990, Part VI, Section C, line 19 | The Unaudited Internal Financial Statements of the Temple University Health System and certain of its related organizations are distributed and made available to the public at the end of each quarter as per the Systems Continuing Disclosure Agreement (Series of 2007 Bond Issue) through the Digital Assurance Corp (DAC), the Municipal Services Reporting Boards EMMA disclosure site and the Health Systems financial web site. The Annual Audited Financial Statements are also released to the public in the same manner. To the extent required by applicable law, the organization makes its governing documents available to the public upon request. |
| Schedule K Supplental Information | Schedule A, Part I, Line h: Temple University Health System, Inc. is organized to support Temple University - Of The Commonwealth System of Higher Education and organizations that are affiliated with Temple University. Although certain supported organizations are not named in the organizations governing documents, they fall within the class of permitted beneficiaries. |
| Community Benefit Overview Temple University Health System, through its affiliates and as the sole member of its affiliated hospitals, physician group and other health providers, provides sites, programs and other resources to help carry out a broad array of community services. We take great pride in our comprehensive efforts to improve the health and quality of living in North Philadelphia and the Southeast Pennsylvania region. Our services are especially important in the diverse, economically challenged neighborhood of Temple University Hospital where 82% of residents are of minority status, including 51% African American, 25% Hispanic, and 6% other minorities. The average household income in our direct service area barely reached $20,000, with over 40% of residents in our immediate zip codes living at or below the federal poverty level. Temple University Hospital serves one of our nations most economically challenged urban areas, with more than 80% of its patients covered by government programs,including 30% covered by Medicare and 52% covered by Medicaid. Temple University Hospital also provides more inpatient days of care to Medical Assistance recipients than any other hospital in the Commonwealth. As the hospital serving the greatest volume of Medicaid patients in the Commonwealth, it is de facto Philadelphias public hospital. Hospitals of the Temple University Health System provide substantial charitable care to its community, with a total of nearly $37 million in charity and unreimbursed care, at cost, provided last year. With our main hospital campus located in a federally designated Primary Care Professional Shortage Area, a Medically Underserved Area, and an urban Renewal Area, and with our Episcopal campus situated in a federal Empowerment Zone, Temple is firmly committed to advancing the health and quality of living in our communities. Temple University Health System takes great pride in the broad array of community services that we provide to our economically challenged neighborhoods and the Southeast Pennsylvania region. Below is a summary of some of this years programs and activities that advance the health of people and the quality of life in our communities: PROVIDING CRITICAL SOCIAL RESOURCES: At a cost of $1.3 million, Temple connected nearly 12,000 people with community-based social services, including free transportation services and clothing to destitute patients upon discharge, as well as free pharmaceuticals, co-pays and medical supplies that provide our most vulnerable patients with the resources they need to help them heal after discharge. REACHING OUT TO THE COMMUNITY: At a cost of nearly $600,000.00, Temple University Hospital and Jeanes Hospital reached more than 30,000 people, providing free health screenings; support groups for patients and families dealing with alcoholism, narcotics abuse, behavioral health disorders, cancer and other diseases; providing free immunization for flu in cooperation with the City Health Department; offering education on childbirth, mental health, burn prevention, diabetes care and other topics; and providing many other outreach activities. STRENGTHENING ACCESS TO CARE: Temple Physicians, Inc. (TPI) is Temples network of community-based physicians with offices concentrated in North Philadelphia and surrounding communities. TPI has about 110 physicians, nurse practitioners, and physician assistants in 48 practice sites with a focus on family medicine, internal medicine, obstetrics and gynecology, and pediatrics. All of its practice sites accept patients covered under Medicaid, including about 50% of its OB/GYN patients and 80% of its pediatric patients. In 2010, TPI reached about 3,500 community members through free health outreach and education events. CONNECTING PATIENTS WITH FINANCIAL RESOURCES: Temple employs 35 Financial Counselors dedicated to helping un-and under-insured patients obtain medical coverage. At a cost of about $1.4 million, this team processes about 5,500 applications annually. COMBATING GUN VIOLENCE: Temples Cradle to Grave program works with at-risk youth to help break the cycle of gun violence. With an annual investment of about $120,000.00, Cradle to Grave engaged 750 teens this year, and engaged more than 3,000 teens since the program began in 2006. INVESTING IN HEALTH PROFESSIONS EDUCATION: Temple incurs a net expense of $37 million to provide the education and training necessary to develop a professional healthcare workforce to benefit the broader community. This includes part of the cost of training more than 500 residents and fellows in over 45 teaching programs. Our residents and fellows are involved in various efforts that directly impact the community, including our Cradle to Grave program, the Temple CAREs primary clinic, our HIV clinic, and other community outreach initiatives. The Residents exposure to our diverse, low-income community helps Temple address health disparities while developing our nations future physicians. Our investment in health professions also includes part of the cost of operating the Northeastern School of Nursing RN Diploma Program, providing an affordable option for diverse, community members who would not otherwise be able to attend traditional collegiate programs. INVESTING IN OUR HOSPITAL WORKFORCE: Temple University Hospital invested nearly $700,000.00 to develop our local workforce through three comprehensive initiatives. Our investment in the Community Healthcare Workforce provided comprehensive training and education to help frontline workers living in the community adapt and build skills to enable them to participate in a changing healthcare workplace. Our additional investment in the Workforce Learning Initiative for Mental Health Workers provided frontline workers with a platform of college-accredited work from which they can continue their education and career advancement. In addition, Temples Opportunities in Healthcare program exposed area high school students to a variety of healthcare careers through a structured after-school program. FOSTERING VOLUNTEERISM: A majority of the members of Temple University Health Systems Board of Directors is comprised of dedicated volunteers from diverse backgrounds who offer expertise and govern the organization without compensation. Similarly, members of the Health Systems executive staff routinely participate in not-for-profit community health and social service organizations, as volunteer members of their boards-of-directors and in partnership with their outreach services. Similarly, Temple University Hospital and Jeanes Hospital engage volunteer community members to help advance it healthcare mission. Through their chaplaincy, family support, and other programs, our volunteers help advance healing through their compassionate services to patients and their families. PROMOTING MULTI-CULTURAL SERVICES: With an investment of about $1.5 million, Temple employs a team of 11 professional medical interpreters who provide personal language assistance for our Spanish-speaking population. Supplementing this are 65 specially trained dual-role interpreters, representing seven languages. These groups performed about 20,000 bedside interpretations annually, which is in addition to interpretations performed via telephone by contracted agency interpreters. | |
| EMERGENCY PREPAREDNESS AND RESEARCH: With an investment of more than $150,000.00, this program helps ensure our staff and hospital facilities are prepared to continue to provide safe, quality patient care even under the most austere conditions. We work on many levels, both inside and outside the Health System, educating our communities about the importance of personal preparedness. Temples Emergency Preparedness and Research Program is a critical link in the federal, state, and local disaster response plans. HAITI RELIEF: With an investment of more than $85,000.00 Temple University Hospital readied medical supplies and equipment to treat the sick and injured victims of the earthquake. Together with the Temple University School of Medicine, we connected physicians who were traveling to Haiti with community-based organizations. We also provided helicopter services to transport patients upon their arrival in Philadelphia to appropriate hospital care in our region. DONATING BLOOD: Working with the American Red Cross, Temple University Health System helps ensure that our nation has a safe and reliable blood supply. Through an investment of nearly $70,000.00, Temples hospitals helped collect more than 800 pints of blood from employees, physicians and community members. FUELING OUR COMMUNITYS ECONOMIC ENGINE: Temple University Health System employed nearly 7,000 people and paid $510 million in salaries and benefits. As a critical employer for North Philadelphia, about 22% of its employees live within its immediate zip codes. For every hospital job, about 1.2 additional jobs are generated elsewhere. For every $1.00 of hospital employee compensation, about $.92 additional compensation is spent elsewhere in the community (about $470 million). REDUCING THE GOVERNMENT BURDEN: In 2010, Temple University Hospital and Jeanes Hospital together incurred around $37 million in net charity care expenses. In addition, Temple maintains strong affiliations with the City of Philadelphia, Federally Qualified Health Centers and other community health organizations to help ensure access to care for our vulnerable population. KEEPING PATIENTS OUT OF THE EMERGENCY DEPARTMENT: Temple University Hospitals Northeastern Campus includes its unique ReadyCare physician practice. Ready Care offers expanded hours 365 days per year, and provides care that is specifically designed to meet the needs of the community and to prevent unnecessary visits to area hospital emergency rooms. SUBSIDIZING CRITICAL HEALTH SERVICES: Temple University Hospital invested nearly $15 million to subsidize critical health care services needed in our community. This includes support for our outpatient emergency, acute care and psychiatric services, as well the inpatient psychiatric services on our Episcopal Campus. These physical and mental health services are critical to the health and welfare of our vulnerable communities. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (11 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Direct Controlling Entity NADirectControllingEntityNA | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|
| Temple University Hospital Inc | ||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | 232825878 | Health Care | PA | 501(c)(3) | Line 3 | N/A | |
| Jeanes Hospital | ||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | 232826045 | Health Care | PA | 501(c)(3) | Line 3 | N/A | |
| Temple Physician Inc | ||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | 232790607 | Health Care | PA | 501(c)(3) | Line 9 | N/A | |
| Temple Health Transport Team Inc | ||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | 755084023 | Health Care | PA | 501(c)(3) | Line 9 | N/A | |
| Temple East Inc | ||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | 232547305 | Health Care | PA | 501(c)(3) | Line 11a, I | Temple University Hospital | |
| Temple University Of The Commonwealth System of Higher Education | ||||||||||
| 300 Sullivan Hall 1330 W Berks St | Philadelphia | PA | 19140 | 231365971 | Education | PA | 501(c)(3) | Line 2 | N/A | |
| Temple University Health System Foundation Inc | ||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | 232916108 | Health Care | PA | 501(c)(3) | Line 11a, I | Temple University Hospital | |
| Jeanes Hospital Auxiliary | ||||||||||
| 7600 Central Avenue | Philadelphia | PA | 19111 | 231917776 | Health Care | PA | 501(c)(3) | Line 9 | Jeanes Hospital | |
| Temple East Real Estate Inc | ||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | 201776524 | Health Care | PA | 501(c)(3) | Line 11a, I | Temple University Hospital | |
| Episcopal Hospital | ||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | 231365351 | Health Care | PA | 501(c)(3) | Line 11a, I | Temple University Hospital | |
| Greater Philadelphia Health Services III Corp | ||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | 232989581 | Health Care | PA | 501(c)(3) | PF | N/A | |
Form990 Schedule R Part IV Form990ScheduleRPartIV (2 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | Primary ActivityPrimaryActivity | Legal Domicile Foreign CountryLegalDomicileForeignCountry | Direct Controlling Entity NADirectControllingEntityNA | Share Of Total IncomeShareOfTotalIncome | Share Of EOY AssetsShareOfEOYAssets | Percentage OwnershipPercentageOwnership | EINEIN | Legal Domicile StateLegalDomicileState | Type Of EntityTypeOfEntity |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| TUHS Insurance Company Inc | ||||||||||||
| 3509 N Broad Street Room 936 or c/o | Philadelphia | PA | 19140 | Reinsurance | BD | N/A | 11117356 | 68794865 | 1.00000 | |||
| Fortress Properties Trust co Fortress Properties Inc | ||||||||||||
| 3 Village Road - Suite 100 | Horsham | PA | 19044 | Trust for the benefit of Temple University Hospital, Inc. | 4582881 | 266241201 | PA | T | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 1 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (9 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved |
|---|---|
| Temple University Hospital | |
| C | 37000000 |
| Jeanes Hospital | |
| C | 4000000 |
| Temple Health Transport Team | |
| B | 2450000 |
| Temple Physicians Inc | |
| B | 6300000 |
| Temple University Hospital | |
| B | 96636 |
| Temple University Hospital | |
| B | 30450000 |
| Temple University | |
| L | 1346199 |
| Temple University Hospital | |
| K | 37166115 |
| Jeanes Hospital | |
| K | 10217317 |