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ABINGTON MEMORIAL HOSPITAL: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
ABINGTON MEMORIAL HOSPITAL (EIN 23-1352152)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-13
IRS object ID
202601339349306555
Schema version
2024v5.2
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)
Return2026-05-13T14:41:31-05:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1WithumSmithBrown PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11835 MARKET STREET STE 1710AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN231352152EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ABINGTON MEMORIAL HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% RONALD C KELLER CPAInCareOfNm
Business Name ControlABINBusinessNameControlTxt
Phone2154812851PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 MARKET STREET SUITE 2004AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMICHAEL HARRINGTONPersonNm
Person TitleEVP/CFOPersonTitleTxt
Phone2159554773PhoneNum
Signature2025-05-12SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonScott J MarianiPreparerPersonNm
PTINP00642486PTIN
Phone2155462140PhoneNum
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1ABINGTON HOSPITAL - JEFFERSON HEALTHBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerBRIAN SWEENEY RN MBA FACHEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 MARKET ST STE 2004AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$899,279,834GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.JEFFERSONHEALTH.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1913FormationYr
Legal Domicile StatePALegalDomicileStateCd
Activity Or MissionTHE MISSION OF ABINGTON MEMORIAL HOSPITAL D/B/A ABINGTON HOSPITAL - JEFFERSON HEALTH IS TO IMPROVE LIVES.ActivityOrMissionDesc
Voting Members Governing Body22VotingMembersGoverningBodyCnt
Voting Members Independent18VotingMembersIndependentCnt
Total Employee6205TotalEmployeeCnt
Total Volunteers655TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$5,756,372PYContributionsGrantsAmt
CY Contributions Grants$1,910,130CYContributionsGrantsAmt
PY Program Service Revenue$860,950,655PYProgramServiceRevenueAmt
CY Program Service Revenue$879,951,404CYProgramServiceRevenueAmt
PY Investment Income$4,611,467PYInvestmentIncomeAmt
CY Investment Income$11,294,556CYInvestmentIncomeAmt
PY Other Revenue$6,543,184PYOtherRevenueAmt
CY Other Revenue$6,123,744CYOtherRevenueAmt
PY Total Revenue$877,861,678PYTotalRevenueAmt
CY Total Revenue$899,279,834CYTotalRevenueAmt
PY Grants And Similar Paid$500PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$4,625CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$566,308,832PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$599,470,903CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$1,862,692CYTotalFundraisingExpenseAmt
PY Other Expenses$353,877,027PYOtherExpensesAmt
CY Other Expenses$429,201,396CYOtherExpensesAmt
PY Total Expenses$920,186,359PYTotalExpensesAmt
CY Total Expenses$1,028,676,924CYTotalExpensesAmt
PY Revenues Less Expenses-$42,324,681PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$129,397,090CYRevenuesLessExpensesAmt
Total Assets BOY$747,468,455TotalAssetsBOYAmt
Total Assets EOY$682,195,069TotalAssetsEOYAmt
Total Liabilities BOY$628,424,659TotalLiabilitiesBOYAmt
Total Liabilities EOY$706,791,617TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$119,043,796NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY-$24,596,548NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE ORGANIZATION IS DEDICATED TO IMPROVING THE QUALITY OF LIFE FOR ALL BY FOSTERING HEALING, EASING SUFFERING, AND PROMOTING WELLNESS IN A CULTURE OF SAFETY, LEARNING AND RESPECT. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$889,159,908ExpenseAmt
Grant$4,625GrantAmt
Revenue$879,951,404RevenueAmt
DescEXPENSES INCURRED IN PROVIDING EMERGENCY AND MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER REGARDLESS OF RACE, COLOR, CREED, SEX, NATIONAL ORIGIN, OR ABILITY TO PAY. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.Desc
Total Program Service Expenses$889,159,908TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstYes (true)ReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemYes (true)BusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntYes (true)BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document223IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee6205EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtYes (true)SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members22GoverningBodyVotingMembersCnt
Independent Voting Member18IndependentVotingMemberCnt
Family Or Business RlnYes (true)FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (true)DelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonRONALD C KELLER CPAPersonNm
Phone2155038344PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 MARKET STREET STE 2004AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19107ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (34 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndKey EmployeeKeyEmployeeInd
BRIAN SWEENEY RN MBA FACHE
TRUSTEE - PRESIDENT55.00.0Yes (X)Yes (X)$0$1,107,505$137,419
MEGHAN O PATTON
FORMER OFFICER0.00.0$957,126$0$0Yes (X)
MAURICIO JAVIER GARRIDO MD
cardiothoracic surgeon55.00.0$777,278$0$31,117Yes (X)
OSMAN KOZAK md
NEUROSURGEON55.00.0$772,305$0$31,067Yes (X)
LARAMI MACKENZIE md
neurosurgeon55.00.0$794,707$0$4,901Yes (X)
DOUGLAS W LASKE MD
NEUROSURGEON55.00.0$754,229$0$25,765Yes (X)
RICHARD E FRIEDENHEIM md
pulmonologist55.00.0$720,625$0$2,772Yes (X)
GERARD M CLEARY DO
CHIEF MEDICAL OFFICER55.00.0Yes (X)$645,058$0$28,872
STACEY-ANN OKOTH DNPMSNRN
SVP SYS. ASSOC. CNE(TERM 7/24)55.00.0$0$545,722$33,503Yes (X)
ALISON L FERREN MBA
FORMER OFFICER0.00.0$534,002$0$0Yes (X)
JOHN A BOWN JR
CHAIR - TRUSTEE5.00.0Yes (X)Yes (X)$0$0$0
DOUGLAS S CALLANTINE
TRUSTEE5.00.0Yes (X)$0$0$0
GEORGE JS CHOE
TRUSTEE5.00.0Yes (X)$0$0$0
MARK L DOOLEY
TRUSTEE5.00.0Yes (X)$0$0$0
MARK R ESKIN
TRUSTEE5.00.0Yes (X)$0$0$0
JEAN FITZPATRICK PHD
TRUSTEE5.00.0Yes (X)$0$0$0
WILLIAM W FONNER
TRUSTEE5.00.0Yes (X)$0$0$0
BRUCE GOODMAN
TRUSTEE5.00.0Yes (X)$0$0$0
MARILYN D HARRIS
TRUSTEE5.00.0Yes (X)$0$0$0
THOMAS HILL
TRUSTEE5.00.0Yes (X)$0$0$0
REEVES MILLER
TRUSTEE5.00.0Yes (X)$0$0$0
NEAL PEARLSTINE ESQ
TRUSTEE5.00.0Yes (X)$0$0$0
REV DR BRUCE W PETTY SR
TRUSTEE5.00.0Yes (X)$0$0$0
REV CHARLES QUANN
TRUSTEE5.00.0Yes (X)$0$0$0
ANDREW D RUBIN
TRUSTEE5.00.0Yes (X)$0$0$0
FREDDA L SEGAL
TRUSTEE5.00.0Yes (X)$0$0$0
ELLIOT W STONE
TRUSTEE5.00.0Yes (X)$0$0$0
BRUCE E TOLL
TRUSTEE5.00.0Yes (X)$0$0$0
MERYLE TWERSKY
TRUSTEE5.00.0Yes (X)$0$0$0
JOHN D WALP
TRUSTEE5.00.0Yes (X)$0$0$0
MARY ANN WATSON
TRUSTEE5.00.0Yes (X)$0$0$0
CRISTINA CAVALIERI ESQ
SECRETARY60.00.0Yes (X)$0$0$0
THOMAS j MARCHOZZI MBA CPA
TREASURER (EFF 2/2025)60.00.0Yes (X)$0$0$0
JOHN P MORDACH
TREASURER (TERM 2/2025)60.00.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$5,955,330TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$1,653,227TotReportableCompRltdOrgAmt
Total Other Compensation$295,416TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1507IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET SUTIE 2004PHILADELPHIAPA19107CORPORATE SERVICES$139,517,016
UNITED ANESTHESIA SERVICES
937 EAST HAVERFORD ROAD SUITE 100BRYN MAWRPA19010MEDICAL$10,486,528
MEDICUS RADIOLOGY SERVICES LLC
22 ROULSTON ROADWYNDHAMNH03087MEDICAL$4,280,094
SYMMETRY WORKFORCE SOLUTIONS LLC
5930 CORNERSTONE COURT WEST SUITESAN DIEGOCA92121STAFFING SOLUTIONS$3,076,020
RADIOLOGY GROUP OF ABINGTON PC
PO BOX 1511MEDIAPA19063MEDICAL$3,061,005
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K98CntrctRcvdGreaterThan100KCnt
Government Grants$154,717GovernmentGrantsAmt
All Other Contributions$1,755,413AllOtherContributionsAmt
Total Contributions$1,910,130TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUE622110$857,320,454$857,320,454
OTHER HEALTHCARE RELATED REVENUE622110$19,289,502$19,289,502
RENTAL INCOME FROM AFFILIATES531190$3,341,448$3,341,448
FieldValueIRS element (for citing)
Total Program Service Revenue$879,951,404TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$9,278,576TotalRevenueColumnAmt
Exclusion$9,278,576ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$2,353,297RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$2,353,297RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,353,297TotalRevenueColumnAmt
Exclusion$2,353,297ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$2,015,980SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$2,015,980SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,015,980TotalRevenueColumnAmt
Exclusion$2,015,980ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$0GamingGrossIncomeAmt
Gaming Direct Expenses$0GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$0GrossSalesOfInventoryAmt
Cost Of Goods Sold$0CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
CAFETERIA722514$2,418,846$2,418,846
PARKING/GARAGE812930$1,351,601$1,351,601
FieldValueIRS element (for citing)
Other Revenue Total$3,770,447OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$899,279,834TotalRevenueColumnAmt
Related Or Exempt Func Income$879,951,404RelatedOrExemptFuncIncomeAmt
Exclusion$17,418,300ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$4,625TotalAmt
Program Services$4,625ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$673,930TotalAmt
Program Services$673,930ProgramServicesAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$484,409,185TotalAmt
Program Services$426,302,442ProgramServicesAmt
Management And General$56,342,154ManagementAndGeneralAmt
Fundraising$1,764,589FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$24,648,717TotalAmt
Program Services$21,198,448ProgramServicesAmt
Management And General$3,450,269ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$56,843,010TotalAmt
Program Services$48,882,682ProgramServicesAmt
Management And General$7,960,328ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$32,896,061TotalAmt
Program Services$28,291,535ProgramServicesAmt
Management And General$4,604,526ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$1,455,900TotalAmt
Program Services$133,286ProgramServicesAmt
Management And General$1,322,614ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$310,775TotalAmt
Management And General$310,775ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$55,130TotalAmt
Program Services$55,130ProgramServicesAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$116,296,362TotalAmt
Program Services$84,574,345ProgramServicesAmt
Management And General$31,638,004ManagementAndGeneralAmt
Fundraising$84,013FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,353,514TotalAmt
Program Services$21,023ProgramServicesAmt
Management And General$3,332,491ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$6,309,656TotalAmt
Program Services$4,064,262ProgramServicesAmt
Management And General$2,231,622ManagementAndGeneralAmt
Fundraising$13,772FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$12,835,331TotalAmt
Program Services$356,004ProgramServicesAmt
Management And General$12,479,327ManagementAndGeneralAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$25,538,516TotalAmt
Program Services$21,984,637ProgramServicesAmt
Management And General$3,553,879ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$890,376TotalAmt
Program Services$556,731ProgramServicesAmt
Management And General$333,645ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$738,748TotalAmt
Program Services$648,413ProgramServicesAmt
Management And General$90,335ManagementAndGeneralAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$12,937,378TotalAmt
Program Services$11,414,036ProgramServicesAmt
Management And General$1,523,342ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$44,706,628TotalAmt
Program Services$44,586,422ProgramServicesAmt
Management And General$120,206ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$27,191,632TotalAmt
Program Services$27,191,632ProgramServicesAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
MEDICAL SUPPLIES$132,594,322$131,813,922$780,400
MA MODERNIZATION$24,516,511$24,516,511
FOOD & RELATED PRODUCTS$4,150,567$4,075,691$74,876
DUES & SUBSCRIPTIONS$3,430,628$2,455,532$975,096

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$11,889,422TotalAmt
Program Services$5,358,669ProgramServicesAmt
Management And General$6,530,435ManagementAndGeneralAmt
Fundraising$318FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,028,676,924TotalAmt
Program Services$889,159,908ProgramServicesAmt
Management And General$137,654,324ManagementAndGeneralAmt
Fundraising$1,862,692FundraisingAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XYes (X)InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$24,991,223BOYAmt
EOY$1,198,393EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$309,043BOYAmt
EOY$462,600EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$117,830,147BOYAmt
EOY$128,995,751EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$11,171,219BOYAmt
EOY$13,185,333EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,482,722BOYAmt
EOY$2,002,331EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$1,180,356,617LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$799,973,094LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$394,704,389BOYAmt
EOY$380,383,523EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$122,488,725BOYAmt
EOY$124,923,099EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$231,300EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$73,490,987BOYAmt
EOY$30,812,739EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$747,468,455BOYAmt
EOY$682,195,069EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$83,997,870BOYAmt
EOY$87,669,162EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$563,970BOYAmt
EOY$659,384EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$877,690EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$543,862,819BOYAmt
EOY$617,585,381EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$628,424,659BOYAmt
EOY$706,791,617EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$64,714,684BOYAmt
EOY-$82,827,998EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$54,329,112BOYAmt
EOY$58,231,450EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$119,043,796BOYAmt
EOY-$24,596,548EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$747,468,455BOYAmt
EOY$682,195,069EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$129,397,090ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$901,271NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$15,144,525OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsfalseRalliesDemonstrationsInd
Other ActivitiesYes (true)OtherActivitiesInd
Other Activities$55,130OtherActivitiesAmt
Total Lobbying Expenditures$55,130TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 Tax0Form4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B; LINE 1IFormAndLineReferenceDesc
ExplanationTHE ORGANIZATION IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION AND THE HOSPITAL AND HEALTHSYSTEM ASSOCIATION OF PENNSYLVANIA WHICH BOTH ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $55,130 DURING THE FISCAL YEAR ENDED JUNE 30, 2025.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Art Public Exhibition AmountsArtPublicExhibitionAmountsGrp
Held Works ArtHeldWorksArtGrp

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$54,316,865BeginningYearBalanceAmt
Contributions$19,034,081ContributionsAmt
Investment Earnings Or Losses$5,621,270InvestmentEarningsOrLossesAmt
Other Expenditures$1,106,889OtherExpendituresAmt
End Year Balance$77,865,327EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$50,100,776BeginningYearBalanceAmt
Investment Earnings Or Losses$4,216,089InvestmentEarningsOrLossesAmt
End Year Balance$54,316,865EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,564,686BeginningYearBalanceAmt
Investment Earnings Or Losses$2,536,090InvestmentEarningsOrLossesAmt
End Year Balance$50,100,776EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$57,353,998BeginningYearBalanceAmt
Investment Earnings Or Losses-$9,789,312InvestmentEarningsOrLossesAmt
End Year Balance$47,564,686EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$47,336,492BeginningYearBalanceAmt
Investment Earnings Or Losses$10,381,462InvestmentEarningsOrLossesAmt
Other Expenditures$363,956OtherExpendituresAmt
End Year Balance$57,353,998EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.25230BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.74770PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$20,393,393OtherCostOrOtherBasisAmt
Book Value$20,393,393BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$620,520,230OtherCostOrOtherBasisAmt
Depreciation$403,134,550DepreciationAmt
Book Value$217,385,680BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$36,586OtherCostOrOtherBasisAmt
Depreciation$17,073DepreciationAmt
Book Value$19,513BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$510,834,050OtherCostOrOtherBasisAmt
Depreciation$385,861,629DepreciationAmt
Book Value$124,972,421BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$28,572,358OtherCostOrOtherBasisAmt
Depreciation$10,959,842DepreciationAmt
Book Value$17,612,516BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$380,383,523TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
SHORT-TERM INVESTMENTS$19,725,963F
LONG-TERM INVESTMENTS$105,197,136F
FieldValueIRS element (for citing)
Total Book Value Program Rltd$124,923,099TotalBookValueProgramRltdAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDescAmtAmt
ACCRUED PENSION LIABILITY$24,704,378
TJU OBLIGATED GROUP LIABILITY$533,534,337
ACCRUED PROF. LIABILITY CLAIMS$37,468,000
ACCRUED WORKERS COMP CLAIMS$5,251,504
RIGHT OF USE LIABILITY$16,627,162
FieldValueIRS element (for citing)
Total Liability$617,585,381TotalLiabilityAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART V; LINE 4FormAndLineReferenceDesc
ExplanationENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2025, AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJU'S ENDOWMENTS CONSIST OF APPROXIMATELY 1,500 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE UNIVERSITY REPORTS ALL ENDOWMENT INVESTMENTS AT FAIR VALUE. CASH EQUIVALENTS IN ENDOWMENTS ARE TREATED AS INVESTMENTS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE ARE CLASSIFIED AS A REDUCTION OF DONOR-RESTRICTED NET ASSETS. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW CONTRIBUTIONS TO ENDOWMENT AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE HISTORICAL VALUE OF THESE FUNDS WERE $31.8 MILLION AND $38.5 MILLION AS OF JUNE 30, 2025 AND 2024, RESPECTIVELY. THE CURRENT VALUE OF THESE FUNDS ARE $30.5 MILLION AND $36.3 MILLION AS OF JUNE 30, 2025 AND 2024, RESPECTIVELY. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). INSTEAD, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJU'S ENDOWMENT FUNDS. THE PENNSYLVANIA ACT PERMITS A NONPROFIT ORGANIZATION TO ADOPT AN APPROPRIATION POLICY DESIGNED TO PRESERVE THE LONG-TERM REAL VALUE INVESTMENTS. CONSISTENT WITH THE PENNSYLVANIA ACT, TJU'S INVESTMENT POLICY OBJECTIVES ARE TO PROVIDE SUFFICIENT SPENDABLE INCOME TO MEET CURRENT AND FUTURE BUDGETARY REQUIREMENTS WHILE PROTECTING THE PURCHASING POWER OF ENDOWMENT ASSETS. FOR BOTH 2025 AND 2024, TJU CALCULATED SPENDABLE INCOME FOR ENDOWMENT FUNDS AT 7% OF A ROLLING THREE-YEAR AVERAGE.ExplanationTxt

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionCentral America and the CaribbeanRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedFINANCIAL VEHICLESpecificServicesProvidedTxt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesfalseBoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE F, PART IFormAndLineReferenceDesc
ExplanationTHOMAS JEFFERSON UNIVERSITY, A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION, ACCRUED FOR ACCOUNTING PURPOSES PAYMENTS TO CASSATT INSURANCE COMPANY, LTD., A FINANCIAL VEHICLE, IN THE AMOUNT OF $20,000; ON BEHALF OF AND FOR THE BENEFIT OF THIS ORGANIZATION. As reported on the Taxpayer's prior year amended Form 990 Cassatt Insurance Company, Ltd. ("CICL") is alleging that Abington Memorial Hospital was no longer a shareholder of CICL as of the accounting period ending June 30, 2024. Abington Memorial Hospital continues to dispute this allegation. Furthermore, the Taxpayer continues to believe that the Form 5471 prepared by CICL for the accounting period ending June 30, 2024 was materially inaccurate. Although the Taxpayer was not furnished with a FY25 Form 5471 the Taxpayer reasonably believes it still remains a shareholder of CICL as of the end of its fiscal year ending June 30, 2025. Abington Memorial Hospital has previously filed a lawsuit disputing the allegations of CICL that Abington Memorial Hospital is no longer a shareholder of CICL. There is no Form 5471 attached to this Form 990 because CICL did not provide one to Abington Memorial Hospital for the accounting period ending June 30, 2025.ExplanationTxt

Schedule H IRS990ScheduleH

FieldValueIRS element (for citing)
Financial Assistance PolicyYes (true)FinancialAssistancePolicyInd
Written PolicyYes (true)WrittenPolicyInd
All Hospitals PolicyYes (X)AllHospitalsPolicyInd
FPG Reference Free CareYes (true)FPGReferenceFreeCareInd
Percent200Yes (X)Percent200Ind
FPG Reference Discounted CareYes (true)FPGReferenceDiscountedCareInd

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

FieldValueIRS element (for citing)
OtherYes (X)OtherInd
Discounted Care Other500.DiscountedCareOtherPct
FieldValueIRS element (for citing)
Free Care Medically IndigentYes (true)FreeCareMedicallyIndigentInd
Financial Assistance BudgetYes (true)FinancialAssistanceBudgetInd
Expenses Exceed BudgetfalseExpensesExceedBudgetInd
Annual Community Bnft ReportfalseAnnualCommunityBnftReportInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$17,202,244TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$17,202,244NetCommunityBenefitExpnsAmt
Total Expense0.01670TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$148,492,190TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$94,110,060DirectOffsettingRevenueAmt
Net Community Benefit Expns$54,382,130NetCommunityBenefitExpnsAmt
Total Expense0.05290TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$165,694,434TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$94,110,060DirectOffsettingRevenueAmt
Net Community Benefit Expns$71,584,374NetCommunityBenefitExpnsAmt
Total Expense0.06960TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$103,798TotalCommunityBenefitExpnsAmt
Net Community Benefit Expns$103,798NetCommunityBenefitExpnsAmt
Total Expense0.00010TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$29,217,294TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$11,449,027DirectOffsettingRevenueAmt
Net Community Benefit Expns$17,768,267NetCommunityBenefitExpnsAmt
Total Expense0.01730TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$62,505,371TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$14,988,942DirectOffsettingRevenueAmt
Net Community Benefit Expns$47,516,429NetCommunityBenefitExpnsAmt
Total Expense0.04620TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$91,826,463TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$26,437,969DirectOffsettingRevenueAmt
Net Community Benefit Expns$65,388,494NetCommunityBenefitExpnsAmt
Total Expense0.06360TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$257,520,897TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$120,548,029DirectOffsettingRevenueAmt
Net Community Benefit Expns$136,972,868NetCommunityBenefitExpnsAmt
Total Expense0.13320TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$16,500,969BadDebtExpenseAmt
Bad Debt Expense Attributable$5,021,593BadDebtExpenseAttributableAmt
Reimbursed By Medicare$169,824,945ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$209,054,760CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$39,229,815MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost To Charge RatioYes (X)CostToChargeRatioInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (5 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPct
MCA MED IM LLC
MEDICAL SERVICES0.5
AB SURG SVCS LP
MEDICAL SERVICES0.4099
PAIN MGT CTR AM LLC
MEDICAL SERVICES0.25
NEW BRITAIN SURG LLC
MEDICAL SERVICES0.2694
AB SURG SVCS GP LLC
MEDICAL SERVICES0.5
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ABINGTON MEMORIAL HOSPITALBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11200 OLD YORK ROADAddressLine1Txt
CityABINGTONCityNm
State AbbreviationPAStateAbbreviationCd
ZIP19001ZIPCd
FieldValueIRS element (for citing)
Website AddressWWW.JEFFERSONHEALTH.ORGWebsiteAddressTxt
State License270501StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Teaching HospitalYes (X)TeachingHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
Facility Reporting Group1FacilityReportingGroupCd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1ABINGTON MEMORIAL HOSPITALBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted24CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsYes (true)CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLWWW.JEFFERSONHEALTH.ORGOwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt24ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLWWW.JEFFERSONHEALTH.ORGStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care500.FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
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Prospective Medicare MedicaidYes (X)ProspectiveMedicareMedicaidInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE H, PART V, SECTION B, QUESTION 5FOR THE 2025 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT ("RCHNA"), THE DEPARTMENT OF TREASURY AND THE INTERNAL REVENUE SERVICE ("IRS") ENCOURAGED CROSS INSTITUTION COLLABORATION. TO THAT END ABINGTON MEMORIAL HOSPITAL ("AMH") PARTICIPATED IN A REGIONAL COLLABORATIVE EFFORT FOR THIS CHNA CYCLE. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PENNSYLVANIA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE MONTGOMERY, AND PHILADELPHIA COUNTIES. THIS CONTINUED COLLABORATION ENABLES CONTINUITY OF APPROACH, WHILE ALSO PROVIDING OPPORTUNITIES TO EXPAND AND IMPROVE UPON THE LAST ASSESSMENT PROCESS. PARTICIPANTS RECOGNIZE THAT THE CHNA IS AN IMPORTANT PART OF HOW HEALTH SYSTEMS, MULTI-SECTOR PARTNERS, AND COMMUNITIES WORK TOGETHER TO ACHIEVE MEANINGFUL AND POSITIVE COMMUNITY CHANGE. IN ADDITION TO THE SHARED LEARNING, INCREASED EFFICIENCIES AND REDUCED COMMUNITY BURDEN OFFERED BY THE COLLABORATIVE APPROACH, PARTICIPANTS HAVE DERIVED PARTICULAR BENEFIT FROM MUTUAL SUPPORT IN THE CHANGING COMMUNITY LANDSCAPES. IN RESPONSE, THE 2025 RCHNA IS EXPLICITLY GROUNDED IN AN APPROACH THAT SEEKS TO ADVANCE HEALTH EQUITY AND AUTHENTIC COMMUNITY ENGAGEMENT. COMMUNITY/STAKEHOLDER INPUT: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS. FOR ALL DISCUSSIONS HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT WHICH INCLUDED: 30 FOCUS GROUP-STYLE "COMMUNITY CONVERSATIONS" HELD TO GATHER INPUT FROM RESIDENTS OF GEOGRAPHIC COMMUNITIES ACROSS ALL 5 COUNTIES. TWO SESSIONS FACILITATED IN PARTNERSHIP WITH SEAMAAC TO ENGAGE LATINE AND ASIAN POPULATIONS. 15 FOCUS GROUPS CAPTURING INSIGHTS FROM YOUTH ACROSS ALL COUNTIES. 10 DISCUSSIONS WITH COMMUNITY ORGANIZATIONS AND GOVERNMENT AGENCIES ON KEY TOPICS, SUCH AS HEALTH AND SOCIAL SERVICES INTEGRATION, AGING, PRIMARY CARE ACCESS, MATERNAL HEALTH, CARING FOR UNINSURED AND UNDOCUMENTED POPULATIONS, CULTURALLY APPROPRIATE MENTAL HEALTH CARE, HOUSING, AND THE PA 211 REFERRAL SYSTEM. 10 DISCUSSIONS ON SPECIFIC HEALTH CONCERNS, INCLUDING CANCER CARE, VISION CARE, DISABILITIES, AND MATERNAL HEALTH. 15 INTERVIEWS WITH SUBJECT MATTER EXPERTS FROM HEALTH SYSTEMS, LOCAL GOVERNMENT, AND COMMUNITY-BASED ORGANIZATIONS TO EXPLORE SPOTLIGHT TOPICS IN-DEPTH.
SCHEDULE H, PART V, SECTION B, QUESTIONS 6A & 6BAMH PARTICIPATED IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH), PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. AS PART OF INTEGRATION, THE COMMUNITY HEALTH AND COMMUNITY BENEFIT LEADERS OF AMH WORKED COLLABORATIVELY WITH COLLEAGUES AND REPRESENTATIVES OF OTHER HOSPITALS AND HEALTH SYSTEMS IN THE REGION. COACH, A REGIONAL COLLABORATIVE: (COLLABORATIVE OPPORTUNITIES TO ADVANCE COMMUNITY HEALTH, SOUTHEASTERN PA). PARTICIPATING HOSPITALS INCLUDED: AN INITIATIVE SPONSORED BY THE HOSPITAL AND HEALTH SYSTEM ASSOCIATION OF PENNSYLVANIA [HAP] TO BRING TOGETHER HOSPITALS, PUBLIC HEALTH, AND COMMUNITY PARTNERS TO ADDRESS COMMUNITY HEALTH ISSUES IN SOUTHEASTERN, PENNSYLVANIA. PARTNERING HEALTH SYSTEMS AND HOSPITALS: - CHILDREN'S HOSPITAL OF PHILADELPHIA: CHILDREN'S HOSPITAL OF PHILADELPHIA, MIDDLEMAN FAMILY PAVILION AT CHOP, KING OF PRUSSIA - CHRISTIANACARE - WILLOW GROVE - GRAND VIEW HEALTH: GRAND VIEW HOSPITAL - JEFFERSON HEALTH: EINSTEIN MEDICAL CENTER ELKINS PARK; EINSTEIN MEDICAL CENTER MONTGOMERY; EINSTEIN MEDICAL CENTER PHILADELPHIA; JEFFERSON ABINGTON HOSPITAL; JEFFERSON BUCKS HOSPITAL; JEFFERSON FRANKFORD HOSPITAL; JEFFERSON HOSPITAL FOR NEUROSCIENCE; JEFFERSON LANSDALE HOSPITAL; JEFFERSON METHODIST HOSPITAL; JEFFERSON TORRESDALE HOSPITAL; MAGEE REHABILITATION HOSPITAL; MOSSREHAB; ROTHMAN ORTHOPEDIC SPECIALTY HOSPITAL AND THOMAS JEFFERSON UNIVERSITY HOSPITAL - MAIN LINE HEALTH: BRYN MAWR HOSPITAL; BRYN MAWR REHABILITATION HOSPITAL; LANKENAU MEDICAL CENTER; PAOLI HOSPITAL; RIDDLE HOSPITAL - PENN MEDICINE: CHESTER COUNTY HOSPITAL; DOYLESTOWN HEALTH; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA; HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - CEDAR AVENUE; PENN PRESBYTERIAN MEDICAL CENTER; PENNSYLVANIA HOSPITAL - ST. CHRISTOPHER'S HOSPITAL FOR CHILDREN - TEMPLE UNIVERSITY HEALTH SYSTEM: FOX CHASE CANCER CENTER; TEMPLE UNIVERSITY HOSPITAL; TEMPLE UNIVERSITY HOSPITAL - EPISCOPAL CAMPUS; TEMPLE UNIVERSITY HOSPITAL - JEANES CAMPUS AND TEMPLE UNIVERSITY HOSPITAL - NORTHEASTERN CAMPUS - TRINITY HEALTH MID-ATLANTIC: MERCY CATHOLIC MEDICAL CENTER; MERCY FITZGERALD HOSPITAL CAMPUS; NAZARETH HOSPITAL; ST. MARY MEDICAL CENTER AND ST. MARY REHABILITATION HOSPITAL - WILLS EYE HOSPITAL AMH COLLABORATED WITH THE ABOVE LISTED HOSPITALS AND HEALTH SYSTEMS, WORKING WITH JEFFERSON HEALTH COLLEAGUES TO COMPLETE THE JUNE 30, 2025 REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT [RCHNA]. ABINGTON HEALTH, INCLUDING AMH AND LH, COLLABORATED WITH AND RECEIVED SUPPORT DURING THE CHNA PROCESS FROM: LOCAL HEALTH DEPARTMENTS - CHESTER COUNTY HEALTH DEPARTMENT; - DELAWARE COUNTY HEALTH DEPARTMENT; - MONTGOMERY COUNTY OFFICE OF PUBLIC HEALTH; AND - PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH. COMMUNITY HUBS - BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP (BCHIP); - HEALTHSPARK FOUNDATION; - PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC); - SEAMAAC; AND - THE FOUNDATION FOR DELAWARE COUNTY.
SCHEDULE H, PART V, SECTION B, QUESTION 7ATHE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE 2025 RCHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: https://www.jeffersonhealth.org/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT
SCHEDULE H, PART V, SECTION B, QUESTION 8AMH AND LH PLACED THE FINAL 2025 RCHNA ON THE HEALTH SYSTEM'S WEBSITE TO PROVIDE ACCESS AND MAKE IT WIDELY AVAILABLE. THE RCHNA FROM 2022 CONTINUES TO BE POSTED. SEVERAL LOCAL NON-PROFIT ORGANIZATIONS REQUESTED THE RCHNA. THEY WERE GIVEN ACCESS VIA THE DOWNLOADABLE DOCUMENT ON THE WEBSITE OR LH LEADERS EMAILED IT TO THEM. IN FY25, THIS PROCESS REMAINED IN EFFECT. ALL 2025 RCHNA AND IMPLEMENTATION PLANS WERE SHARED WITH ALL KEY COMMUNITY STAKEHOLDERS AND PARTICIPANTS IN INTERVIEWS AND MEETINGS. WHILE THE 2025 RCHNA WAS APPROVED IN FY25, THE IMPLEMENTATION PLAN THAT WAS IN PLACE FOR THE FISCAL YEAR CONTINUED TO BE BASED ON THE 2022 RCHNA, AS THE IMPLEMENTATION PLAN BASED ON THE 2025 RCHNA WAS NOT DEVELOPED, APPROVED, AND POSTED UNTIL NOVEMBER 15, 2025. TEAMS WERE FORMED AT AMH TO COINCIDE WITH THE MAJOR TOPIC AREAS OF THE 2022 RCHNA IN THE SUMMER 2022. ACTION PLANS OR IMPLEMENTATION PLANS WERE WRITTEN, ADOPTED AND APPROVED BY ABINGTON HEALTH FOUNDATION ("AHF") BOARD OF TRUSTEES ON JUNE 28, 2022 WITH SUBSEQUENT RATIFICATION BY ABINGTON'S REV. DR. MARTIN LUTHER KING, JR., COMMUNITY BENEFIT AND DIVERSITY COMMITTEE. THE IMPLEMENTATION PLANS WERE APPROVED IN FY23, AND CONTINUED TO DOCUMENT THE COMMUNITY OUTREACH FOCUS IN FY25. THE COMMUNITY HEALTH DEPARTMENT CONTINUES RESPONSIBILITY FOR THE RCHNA AND RESULTANT IMPLEMENTATION PLANS TO MEET COMMUNITY BENEFIT REQUIREMENTS. THE STRATEGY OF THE IMPLEMENTATION PLANS IDENTIFIES THE MEANS THROUGH WHICH THE HOSPITAL PLANS TO ADDRESS NEEDS THAT ARE CONSISTENT WITH THE HOSPITAL'S CHARITABLE MISSION AS PART OF ITS COMMUNITY BENEFIT PROGRAMS FROM 2023 THROUGH 2025. BEYOND PROGRAMS DISCUSSED IN THE STRATEGY, THE HOSPITAL IS ADDRESSING MANY OF THESE NEEDS SIMPLY BY PROVIDING CARE TO ALL, REGARDLESS OF ABILITY TO PAY. THE HOSPITAL ANTICIPATES HEALTH NEEDS AND RESOURCES MAY CHANGE, AND THUS A FLEXIBLE APPROACH WAS ADOPTED IN THE DEVELOPMENT OF ITS STRATEGY TO ADDRESS NEEDS IDENTIFIED IN THE 2022 AND 2025 RCHNAS AND IMPLEMENTED IN FY25. THEMES EMERGED FROM THE RCHNA MEETINGS AND WERE ANALYZED AND CODED WITH ALL QUANTITATIVE DATA. RECOGNITION OF THEMES WERE DISCUSSED AND THE RESULTING ANALYSIS IN THE COMMUNITY HEALTH NEEDS ASSESSMENT WAS ORGANIZED INTO MAJOR TOPICS. OVERALL, THE HEALTH OF THE POPULATIONS SERVED IN THE AMH SERVICE AREA IS GOOD, RANKING HIGHER THAN THE MONTGOMERY COUNTY AND PENNSYLVANIA STATE POPULATIONS AS A WHOLE. AMH'S ACCESS TO CARE IMPLEMENTATION PLAN/ACTION PLAN WAS REVIEWED IMMEDIATELY WITH SEVERAL ENHANCEMENTS INTRODUCED. AH INCLUDING AMH CONTINUES TO WORK COLLABORATIVELY WITH PROVIDERS ON SUBSTANCE USE DISORDERS. A THOROUGH REVIEW OF THE POLICY AND PROCEDURES FOR FINANCIAL ASSISTANCE TOOK PLACE IN ACCORDANCE WITH INTERNAL REVENUE CODE 501(R) WITH A NEW ENTERPRISE FINANCIAL ASSISTANCE POLICY ADOPTED IN FY20. OVERVIEW OF IMPLEMENTATION STRATEGY INCLUDES: DURING FY25, PRIORITIZATION WAS PLACED INTO THE RCHNA TO MAXIMIZE THE RESOURCES AVAILABLE TO THE HOSPITAL. THE STRATEGY FOCUSES ON THE PRIORITY HEALTH NEEDS THAT ARE MOST IMPORTANT OF COMMUNITY HEALTH PRIORITIES: MENTAL HEALTH CONDITIONS, SUBSTANCE USE AND RELATED DISORDERS, CHRONIC DISEASE PREVENTION AND MANAGEMENT, ACCESS TO AFFORDABLE PRIMARY AND SPECIALTY CARE, HEALTHCARE AND HEALTH RESOURCES NAVIGATION, AND FOOD ACCESS. THE TOP SIX PRIORITIES WERE REVIEWED AND APPROVED BY SENIOR MANAGEMENT. AMH CONTINUES COLLABORATION REGIONALLY WITH OTHER HOSPITALS AND HEALTH SYSTEMS WITHIN BUCKS AND MONTGOMERY COUNTIES THROUGH PARTNERSHIPS, COOPERATION, AND COORDINATION ON PUBLIC HEALTH ISSUES.
SCHEDULE H, PART V, SECTION B, QUESTION 10THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR THE SYSTEM. THE IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: https://www.jeffersonhealth.org/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT
SCHEDULE H, PART V, SECTION B, QUESTION 11IN FY25, JEFFERSON HEALTH REMAINED FOCUSED ON THE PRIORITIES ESTABLISHED IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. IN AN EFFORT TO ADDRESS THE NEEDS IDENTIFIED IN THE 2022 REGIONAL CHNA ("RCHNA"), JEFFERSON HEALTH CONVENED ACTION TEAMS CONSISTING OF KEY COMMUNITY STAKEHOLDERS AND ENTERPRISE ADMINISTRATIVE AND CLINICAL LEADERS TO DEVELOP AND IMPLEMENT GOALS AND ACTION PLANS OR IMPLEMENTATION PLANS. LEADERS OF THESE TEAMS REPORTED ON PROGRESS ON A QUARTERLY BASIS. THE COMMUNITY HEALTH PRIORITIES FOR THE REGION FOR THE 2022 RCHNA ARE PRESENTED BELOW IN RANKED ORDER: 1) MENTAL HEALTH CONDITIONS 2) ACCESS TO CARE (PRIMARY & SPECIALTY) 3) CHRONIC DISEASE PREVENTION & MANAGEMENT 4) SUBSTANCE ABUSE AND RELATED DISORDERS 5) HEALTHCARE & HEALTH RESOURCES NAVIGATION 6) RACISM & DISCRIMINATION IN HEALTHCARE 7) FOOD ACCESS 8) CULTURALLY & LINGUISTICALLY APPROPRIATE SERVICES 9) COMMUNITY VIOLENCE 10) HOUSING 11) SOCIOECONOMIC DISADVANTAGE 12) NEIGHBORHOOD CONDITIONS AFTER THE COMPLETION OF THE 2025 RCHNA, A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: - SIZE OF HEALTH PROBLEM - IMPORTANCE TO COMMUNITY - CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS - ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION - AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS TO FURTHER REFINE THE PRIORITIZATION, A PEARL ASSESSMENT WAS COMPLETED, WHICH CONSIDERS THE FOLLOWING FEASIBILITY FACTORS: - PROPRIETY: IS INTERVENTION APPROPRIATE AND RELEVANT? - ECONOMICS: IS THERE ECONOMIC FEASIBILITY OR FINANCIAL SUPPORT? - ACCEPTABILITY: WILL THE COMMUNITY ACCEPT AND ENGAGE WITH THE INTERVENTION? - RESOURCES: ARE SUFFICIENT RESOURCES (FUNDING, STAFFING, INFRASTRUCTURE) AVAILABLE? - LEGALITY: CAN THE INTERVENTION BE LEGALLY IMPLEMENTED? THE COMMUNITY HEALTH PRIORITIES FOR THE REGION FOR THE 2025 RCHNA ARE PRESENTED BELOW IN RANKED ORDER: TRUST AND COMMUNICATION 1) RACISM AND DISCRIMINATION IN HEALTH CARE 2) CHRONIC DISEASE PREVENTION AND MANAGEMENT 3) ACCESS TO CARE (PRIMARY AND SPECIALTY) 4) HEALTHCARE AND HEALTH RESOURCES NAVIGATION 5) MENTAL HEALTH ACCESS 6) SUBSTANCE USE AND RELATED DISORDERS 7) HEALTHY AGING 8) CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES 9) FOOD ACCESS 10) HOUSING 11) NEIGHBORHOOD CONDITIONS (E.G., BLIGHT, GREENSPACE, AIR/WATER QUALITY, ETC.) THE YOUTH COMMUNITY HEALTH PRIORITIES FOR THE REGION ARE PRESENTED BELOW IN RANKED ORDER: 1) YOUTH MENTAL HEALTH 2) LACK OF RESOURCES/KNOWLEDGE OF RESOURCES 3) SUBSTANCE USE AND RELATED DISORDERS 4) BULLYING 5) GUN VIOLENCE 6) ACCESS TO PHYSICAL ACTIVITY 7) ACTIVITIES FOR YOUTH 8) ACCESS TO GOOD SCHOOLS BASED ON ITS PRIMARY SERVICE AREAS, THE ENTERPRISE CREATED FIVE COMMUNITY HEALTH IMPLEMENTATION PLANS ("CHIP") WHICH INCLUDE ALL OF THE ENTERPRISE'S HOSPITAL FACILITIES THAT WERE IN PLACE DURING THE ENTIRETY OF FY25: - CENTER CITY CHIP (THOMAS JEFFERSON UNIVERSITY HOSPITAL, MAGEE REHABILITATION HOSPITAL, JEFFERSON METHODIST HOSPITAL); - ABINGTON CHIP (JEFFERSON ABINGTON HOSPITAL, JEFFERSON LANSDALE HOSPITAL); - NORTHEAST CHIP (JEFFERSON BUCKS HOSPITAL, JEFFERSON FRANKFORD HOSPITAL, JEFFERSON TORRESDALE HOSPITAL, ROTHMAN ORTHOPEDIC SPECIALTY HOSPITAL); - NEW JERSEY CHIP (JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL); AND - EINSTEIN CHIP (EINSTEIN MEDICAL CENTER PHILADELPHIA AND EINSTEIN MEDICAL CENTER ELKINS PARK). PRIOR TO THE DEVELOPMENT OF THE 2025 RCHNA, JEFFERSON HEALTH CONTINUED TO REMAIN FOCUSED ON THE PLANS SET OUT IN THE 2022 CHIPS IN FY23. THE ENTERPRISE CHIPS WERE DEVELOPED IN COLLABORATION WITH KEY COMMUNITY STAKEHOLDERS, ADMINISTRATIVE AND CLINICAL LEADERS. EACH PLAN IS REVIEWED ANNUALLY AND REVISED BASED ON CHANGING COMMUNITY NEEDS, BEST PRACTICES AND SHORT-TERM/INTERMEDIATE OUTCOMES. JEFFERSON HEALTH CONTINUES TO ADDRESS THE FOLLOWING NEEDS IDENTIFIED WITHIN THE RCHNA IN FY24: 1) MENTAL HEALTH CONDITIONS; 2) ACCESS TO CARE; 3) CHRONIC DISEASE PREVENTION & MANAGEMENT; 4) SUBSTANCE ABUSE AND RELATED DISORDERS; AND 5) HEALTHCARE AND HEALTH RESOURCES NAVIGATION. USING A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED, EACH CHIP PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTPUTS/IMPACT MEASURES, AND POTENTIAL PARTNERS. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, STATE, AND COUNTY HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE JOINT COMMISSION, THE AMERICAN HEART ASSOCIATION, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. IN ADDITION, THE FOLLOWING TWO IDENTIFIED PRIORITIES ARE ADDRESSED WITHIN NORMAL HOSPITAL OPERATIONS: LINGUISTICALLY AND CULTURALLY APPROPRIATE SERVICES, AND RACISM AND DISCRIMINATION IN HEALTHCARE SETTINGS. IN FY25, THE FOLLOWING FOUR PRIORITIES WILL NOT BE ADDRESSED SPECIFICALLY BY EACH HOSPITAL BUT ARE ADDRESSED THROUGH WORK WITH LOCAL AND REGIONAL COLLABORATIVES AND REFERRALS TO COMMUNITY OR GOVERNMENT RESOURCES: COMMUNITY VIOLENCE; HOUSING; SOCIOECONOMIC DISADVANTAGE (E.G. POVERTY, UNEMPLOYMENT); NEIGHBORHOOD CONDITIONS (E.G. BLIGHT, GREENSPACE, AIR/WATER QUALITY, ETC.). IN ADDITION, THE ORGANIZATION'S HEALTH PROFESSIONALS COLLABORATE WITH JEFFERSON COLLEAGUES TO IMPROVE HEALTH STATUS IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST AND PROMISING PRACTICES ARE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. COMMUNITY BENEFIT LEADERS WILL CONTINUE TO MONITOR THE CHANGING LANDSCAPE AND REQUIREMENTS INITIATED THROUGH FUTURE HEALTH REFORM AND THE IRS INCLUDING FINANCIAL ASSISTANCE REQUIREMENTS. THE JEFFERSON HEALTH CHIP'S ARE POSTED ON THE ENTERPRISE'S WEBSITE AND AVAILABLE FREE OF CHARGE. PLEASE REFER TO THE FOLLOWING URL FOR ADDITIONAL INFORMATION: https://www.jeffersonhealth.org/ABOUT-US/COMMUNITY/COMMUNITY-HEALTH-NEEDS- ASSESSMENT PLEASE REFER TO THE ORGANIZATION'S IMPLEMENTATION STRATEGY FOR ADDITIONAL INFORMATION.
SCHEDULE H, PART V, SECTION B, QUESTION 16THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE
FieldValueIRS element (for citing)
Facility34FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (34 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
ABINGTON HEALTH CENTER-SCHILLING CAMPUS
2500 MARYLAND ROADWILLOW GROVEPA19090OUTPATIENT SERVICES/ PHYSICIAN SERVICES
ABINGTON HEALTH CENTER-WARMINSTER CAMPUS
225 NEWTON ROADWARMINSTERPA18974OUTPATIENT SERVICES/ PHYSICIAN SERVICES
LEVY MEDICAL PLAZA
1235 OLD YORK ROAD - LEVY MEDICAL PABINGTONPA19001OUTPATIENT SERVICES/ PHYSICIAN SERVICES
ARBORCREST CAMPUS
721 ARBOR WAYBLUE BELLPA19422OUTPATIENT SERVICES/ PHYSICIAN SERVICES
ABINGTON PHYSICIANS (JHC - HORSHAM)
118 Welsh RoadHorshamPA19044OUTPATIENT SERVICES/ PHYSICIAN SERVICES
ABINGTON PHYSICIANS
500 Old York RoadJenkintownPA19046OUTPATIENT SERVICES/ PHYSICIAN SERVICES
ABINGTON PHYSICIANS
1380 EASTON ROADWARRINGTON ROADPA18976OUTPATIENT SERVICES/ PHYSICIAN SERVICES
ABINGTON PHYSICIANS(JHC - LOWER GWYNEDD)
605 N Bethlehem PikeLower GwyneddPA19002OUTPATIENT SERVICES/ PHYSICIAN SERVICES
LAWNDALE INTERNAL MED HV
400 C HUNTINGDON PIKEROCKLEDGEPA19046PHYSICIAN SERVICES
ABINGTON PHYSICIANS (JHC - ELKINS PARK)
8250 Old York 2nd FloorElkins ParkPA19027PHYSICIAN SERVICES
ABINGTON PHYSICIANS
1010 Horsham RoadNorth WalesPA19454PHYSICIAN SERVICES
ABINGTON PHYSICIANS (ABINGTON HOSPITAL)
1200 Old York RoadAbingtonPA19001OUTPATIENT SERVICES/ PHYSICIAN SERVICES
FEASTERVILLE FAMILY HEALTH
1665 BUSTLETON PIKEFEASTERVILLEPA19053PHYSICIAN SERVICES
BUXMONT PRIMARY CARE
501 STREET ROAD SUITE 101SOUTHAMPTONPA18966PHYSICIAN SERVICES
UROLOGY
711 Lawn Ave Bldg 2SellersvillePA18960PHYSICIAN SERVICES
FLOURTOWN PHYSICIAN OFFICES
1811 Bethlehem PikeFlourtownPA19031PHYSICIAN SERVICES
ABINGTON PHYSICIANS
2301 Huntingdon PikeHuntingdon ValleyPA19006PHYSICIAN SERVICES
GWYNEDD FAMILY MEDICINE
1600 HORIZON DRIVE SUITE 117ChalftonPA18914PHYSICIAN SERVICES
ABINGTON PHYSICIANS (PRICE MOB)
1245 Highland AvenueAbingtonPA19001OUTPATIENT SERVICES/ PHYSICIAN SERVICES
ABINGTON PRIMARY CARE (1400 OLD YORK RD)
1400 OLD YORK ROAD SUITE A d EABINGTONPA19001PHYSICIAN SERVICES
FAMILY CARE MEDICAL CENTER
1700 HORIZON DRIVE SUITE 203CHALFONTPA18914PHYSICIAN SERVICES
ABINGTON PHYSICIANS
7848 OLD YORK ROADElkins ParkPA19027PHYSICIAN SERVICES
HORSHAM FAMILY PRACTICE
1116 HORSHAM ROAD SUITE 10AMBLERPA19002PHYSICIAN SERVICES
WOMEN HEALTH CARE GROUP
1045 BUSTLETON PIKEFEASTERVILLEPA19053PHYSICIAN SERVICES
WOMEN HEALTH CARE GROUP
7996 OXFORD AVEPHILADELPHIAPA19111PHYSICIAN SERVICES
AMH PHYSICAL THERAPYREHABILITATION SVCS
250 North Bethlehem PikeAmblerPA19002OUTPATIENT SERVICES
ABINGTON PRIMARY WOMEN HEALTH
11 Friends LaneNewtownPA18940PHYSICIAN SERVICES
PODIATRY
1340 DeKalb PikeNorristownPA19401Outpatient Services
Dixon Building
1942 Horace AvenueAbingtonPA19001Physician Services
Stein Medical Office Building
205 Newtown RoadWarminsterPA18974Outpatient Services
Abington Outpatient Specialty Services
215 Newtown RoadWarminsterPA18974Outpatient Services
Abington Willowood
2510 Maryland RoadWillow GrovePA19090Physician Services
Abington Blairwood
2701 Blair Mill RoadWillow GrovePA19090Physician Services
Abington Northwood
2729 Blair Mill RoadWillow GrovePA19090Physician Services

Supplemental Information Detail SupplementalInformationDetail (13 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE H, PART I, LINE 3CAMH IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES, IN COMPLIANCE WITH THE DEPARTMENT OF TREASURY INTERNAL REVENUE SERVICE SECTION 501(R). THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY ("FAP") EXISTS TO OFFER FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY CARE TO BOTH UNINSURED AND UNDER-INSURED INDIVIDUALS BASED UPON THEIR ABILITY TO PAY. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL STATUS, SEXUAL ORIENTATION OR RELIGIOUS AFFILIATION. PATIENTS SEEKING EMERGENCY CARE SHALL BE TREATED WITHOUT REGARD TO ABILITY TO PAY FOR SUCH CARE. AS REFLECTED IN SCHEDULE H, PART V, SECTION B, QUESTION 13, IN ADDITION TO FEDERAL POVERTY GUIDELINES ("FPG") AMH USES THE FOLLOWING CRITERIA WHEN DETERMINING A PATIENT'S ELIGIBILITY FOR FREE OR DISCOUNTED FINANCIAL ASSISTANCE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. IN ACCORDANCE WITH THE ORGANIZATION'S FAP, A PATIENT MAY QUALIFY FOR DISCOUNTS ON MEDICAL CARE IF THERE IS NO HEALTH INSURANCE AVAILABLE, OR HAS HEALTH INSURANCE, BUT THAT INSURANCE DOES NOT FULLY COVER THE MEDICAL CARE NEEDED, SUCH AS EXHAUSTED BENEFITS, AND ALL OF THE FOLLOWING APPLY: - THE PATIENT IS NOT ELIGIBLE FOR STATE MEDICAL ASSISTANCE OR OTHER AVAILABLE ASSISTANCE PROGRAMS; - THE PATIENT MEETS THE CRITERIA FOR FINANCIAL ASSISTANCE DESCRIBED IN THIS POLICY; AND - THE PATIENT PROVIDES THE NECESSARY DOCUMENTS AND COMPLETES NECESSARY PAPERWORK. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON FINANCIAL NEED. PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 200% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR 100% COMPASSIONATE CARE (FREE CARE). PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 200% BUT LESS THAN OR EQUAL TO 500% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR PARTIAL COMPASSIONATE CARE (DISCOUNTED CARE). ELIGIBILITY FOR FINANCIAL ASSISTANCE IS ALSO DETERMINED BY THE PATIENT'S OR GUARANTOR'S ABILITY TO PAY AFTER ALL INSURANCE HAS BEEN UTILIZED OR LIQUID RESOURCES EXHAUSTED (EXCLUDING RETIREMENT FUNDS). AMH WILL NOT CONSIDER THE PATIENT'S HOUSE, CAR, RETIREMENT ACCOUNTS, AND OTHER "NON-LIQUID" ASSETS. HOWEVER, IT IS RECOGNIZED THAT THERE IS A SMALL PERCENT OF THE UNINSURED PATIENT POPULATION THAT HAS SUBSTANTIAL ASSETS AND COULD EASILY AFFORD TO PAY FOR HEALTHCARE SERVICES, BUT WHOM, BECAUSE OF HAVING TAX-EXEMPT INCOME, WILL NOT HAVE INCOME REFLECTED ON A TAX RETURN. SUCH INDIVIDUALS MAY NOT QUALIFY FOR FINANCIAL ASSISTANCE. FOR UNINSURED PATIENTS, THERE IS AN AUTOMATIC INITIAL DISCOUNT WHICH SHALL EQUATE TO AN AMOUNT NO GREATER THAN 115% OF THE MEDICARE FEE SCHEDULE. A PATIENT UNABLE TO PAY THE UNINSURED RATE IS ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE.
SCHEDULE H, PART I; QUESTION 6ANOT APPLICABLE.
SCHEDULE H, PART I, QUESTION 7WORKSHEETS 2 AND 3 WERE USED TO CALCULATE THE COST TO CHARGE RATIO FOR FINANCIAL ASSISTANCE AND UNREIMBURSED MEDICAID. ALL OTHER COSTS WERE EITHER OBTAINED FROM THE HOSPITAL'S COST ACCOUNTING, COST REPORTING OR GENERAL LEDGER SYSTEMS. THE ORGANIZATION HAS INCLUDED WITHIN SUBSIDIZED HEALTH SERVICES VARIOUS SERVICES BECAUSE IT MEETS AN IDENTIFIED COMMUNITY NEED. A SERVICE MEETS AN IDENTIFIED COMMUNITY NEED BECAUSE IT WAS IDENTIFIED IN ONE OF ITS MOST RECENT CHNA'S OR IDENTIFIED THROUGH OTHER MEANS AND THE ORGANIZATION REASONABLY FEELS THAT IF THE ORGANIZATION NO LONGER OFFERED THE SERVICE: (1) THE SERVICE WOULD BE UNAVAILABLE IN THE COMMUNITY; (2) THE COMMUNITY'S CAPACITY TO PROVIDE THE SERVICE WOULD BE BELOW THE COMMUNITY'S NEED; OR (3) THE SERVICE WOULD BECOME THE RESPONSIBILITY OF GOVERNMENT OR ANOTHER TAX-EXEMPT ORGANIZATION. SUBSIDIZED HEALTH SERVICES INCLUDE FUNDING TO SUPPORT CERTAIN PROFESSIONAL PHYSICIAN SERVICES AND VARIOUS OTHER HOSPITAL AND HEALTHCARE SYSTEM PROGRAMS IN ACCORDANCE WITH THE ABOVE CRITERIA. IN ADDITION, NO COSTS RELATING TO SUBSIDIZED HEALTHCARE SERVICES ARE ATTRIBUTABLE TO ANY PHYSICIAN CLINICS.
SCHEDULE H, PART IICOMMUNITY BUILDING ACTIVITIES UNDERTAKEN BY THIS ORGANIZATION IMPROVE THE MEDICAL AND SOCIOECONOMIC WELL-BEING OF THE COMMUNITIES IN OUR CARE. THIS IS ACCOMPLISHED THROUGH SERVICE ON STATE AND REGIONAL ADVOCACY COMMITTEES AND BOARDS, VOLUNTEERISM WITH LOCAL COMMUNITY-BASED NON-PROFIT ADVOCACY GROUPS, AND PARTICIPATION IN CONFERENCES AND OTHER EDUCATIONAL ACTIVITIES TO PROMOTE UNDERSTANDING OF THE ROOT CAUSES OF HEALTH CONCERNS.
SCHEDULE H, PART III, SECTION A; LINES 2, 3 & 4BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS INTERNAL FINANCIAL STATEMENTS. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. PLEASE REFER TO THE NET PATIENT SERVICE REVENUE SECTION WITHIN FOOTNOTE 1 (PAGES 10 & 11) OF THE SYSTEM'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE NETWORK'S REVENUE RECOGNITION.
SCHEDULE H, PART III, SECTION B; LINE 8MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3) 1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007, WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSES HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WILL GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4%. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46% OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200% OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENTS PART OF THE BURDEN H
SCHEDULE H, PART III, SECTION C; QUESTION 9BAMH PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. TO FULFILL ITS MISSION OF PROVIDING COMPASSIONATE, HIGH-QUALITY CARE TO ALL PATIENTS IT SERVES, AMH MUST ALSO ENSURE ITS OWN FINANCIAL VIABILITY. IN ORDER TO SECURE REIMBURSEMENT OF COSTS FOR SERVICES PROVIDED, EVERY EFFORT IS MADE TO ASSIST PATIENTS IN OBTAINING INSURANCE COVERAGE THROUGH MEDICAL ASSISTANCE (MA), CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) OR OTHER FEDERAL, STATE, OR CITY CARE COVERAGE SOURCES. AMH PROVIDES FINANCIAL ASSISTANCE TO THOSE PATIENTS WHO ARE UNABLE TO PAY BASED UPON THE ELIGIBILITY CRITERIA INCLUDED IN THEIR FINANCIAL ASSISTANCE POLICY. BILLING & COLLECTION EFFORTS ----------------------------- WHILE QUALIFICATION FOR FINANCIAL ASSISTANCE IS IDEALLY DETERMINED PRIOR TO, OR AT THE TIME OF SERVICE, AMH CONTINUES TO REVIEW SUCH DETERMINATIONS AS OTHER FINANCIAL RESOURCES ARE DISCOVERED DURING THE BILLING AND COLLECTION PROCESS. AFTER AN UNINSURED OR UNDER-INSURED PATIENT'S ACCOUNT IS REDUCED TO THE UNINSURED DISCOUNT OR THE FINANCIAL ASSISTANCE DISCOUNT RATE, WHICHEVER IS APPLICABLE, THE PATIENT IS RESPONSIBLE FOR THE REMAINDER OF ANY OUTSTANDING PATIENT BALANCES. PATIENTS WILL RECEIVE AN INITIAL STATEMENT INDICATING THEIR BALANCE DUE ALONG WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND WHO TO CONTACT. SELF-PAY BALANCES GO THROUGH A PRE-COLLECTION AGENCY PLACEMENT PROCESS THAT MAY ENTAIL THE MAILING OF STATEMENTS OR LETTERS AND/OR PHONE CALLS IN ORDER TO COLLECT PAYMENT ON OPEN BALANCES. ONCE OPEN BALANCE ACCOUNTS COMPLETE THE PRE-COLLECTION DUNNING CYCLE, (90 DAYS OR MORE) WITH NO PAYMENT OR PROOF OF ELIGIBILITY FOR FINANCIAL ASSISTANCE OR OTHER PROGRAMS, THE ACCOUNTS ARE TRANSFERRED TO A LONG-TERM, INTEREST-FREE AGENCY PARTNER WHO WILL ALLOW PATIENTS TO EXTEND THEIR PAYMENT AND CONSIDER A MONTHLY RATE THAT MAY BETTER MEET THEIR FINANCIAL NEEDS. UPON THE PATIENT EITHER FAILING TO ENGAGE WITH THE VENDOR OR DEFAULTING ON ANY ARRANGEMENT, THE ACCOUNT WILL BE RETURNED. WHEN THE ACCOUNT IS RETURNED WITH AN UNPAID BALANCE, THE ACCOUNTS THEN GO THROUGH A PRESUMPTIVE CHARITY DETERMINATION. ANY ACCOUNTS MEETING PRESUMPTIVE CHARITY CRITERIA ARE ADJUSTED WITH A "PRESUMPTIVE CHARITY" TRANSACTION CODE. REMAINING DEBIT BALANCE ACCOUNTS ARE TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY IF THE BALANCE IS UNDER $5,000. IF $5,000 OR HIGHER, THE ACCOUNTS ARE REFERRED TO A LAW AGENCY.IF A FINANCIAL ASSISTANCE APPLICATION AND APPROPRIATE SUPPORTING DOCUMENTS HAVE BEEN SUBMITTED AND A DECISION IS PENDING, THE ACCOUNT WILL BE HELD FROM AGENCY PLACEMENT. IN SOME CASES, A PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE MAY NOT HAVE BEEN IDENTIFIED PRIOR TO SENDING THE ACCOUNT TO AN EXTERNAL COLLECTION AGENCY. EACH AGENCY WILL BE MADE AWARE OF THE FINANCIAL ASSISTANCE POLICY AND WILL WORK WITH THE PROVIDER TO ASCERTAIN PATIENT ELIGIBILITY. EXTRAORDINARY COLLECTION ACTIONS ("ECAS") WILL NOT BE UNDERTAKEN DURING THE INITIAL NOTIFICATION PERIOD OF THE 120 DAYS FROM THE FIRST POST-DISCHARGE BILLING STATEMENT AND UNTIL SUCH TIME AS A 30 DAY INITIATION OF ECA NOTICE HAS BEEN SENT TO THE INDIVIDUAL. THE 30 DAY ECA INITIATION NOTICE WILL CONTAIN THE ECA ACTION THAT THE PROVIDER INTENDS TO UNDERTAKE AND THE DATE AT WHICH TIME THIS WOULD OCCUR. A COPY OF THE ORGANIZATION'S PLAIN LANGUAGE SUMMARY WILL ACCOMPANY THE 30-DAY ECA INITIATION NOTICE. IF THE PATIENT SUBMITS A FINANCIAL ASSISTANCE APPLICATION, AMH WILL SUSPEND ANY ECAS UNTIL THE PATIENT'S FINANCIAL ASSISTANCE ELIGIBILITY IS DETERMINED AND THE PATIENT IS INFORMED OF THEIR ELIGIBILITY. IF A PATIENT ACCOUNT IS REFERRED TO AN OUTSIDE AGENCY, THAT AGENCY MUST FIRST AGREE TO ABIDE BY AMH'S FINANCIAL ASSISTANCE POLICY IN RELATION TO ITS COLLECTION EFFORTS. NO EXTERNAL COLLECTION AGENCY IS PERMITTED TO ENGAGE IN ECAS UNLESS AUTHORIZED BY AMH. AFTER THE ABOVE-DESCRIBED STEPS HAVE BEEN TAKEN, AMH MAY USE ECAS WITH THE RESPECT TO THE PATIENT ACCOUNT OF AN UNINSURED OR UNDER-INSURED AND MAY FURTHER CONSIDER LEGAL ACTION AS APPROPRIATE. THE SYSTEM'S GENERAL COUNSEL IS REQUIRED TO APPROVE ALL LAWSUITS PRIOR TO THE ECA COMMENCING. FINAL AUTHORITY FOR DETERMINING THAT AMH HAS MADE ADEQUATE ATTEMPTS TO INFORM A PATIENT OF THE FINANCIAL ASSISTANCE POLICY, AND THUS MAY INITIATE THE USE ECAS, RESTS WITH THE ORGANIZATION'S VICE PRESIDENT OF REVENUE CYCLE OPERATIONS.
SCHEDULE H, PART VI; QUESTION 2AS NON-PROFIT INTERNAL REVENUE CODE 501(C)(3) ORGANIZATIONS, ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL HAVE A STRONG MISSION OF COMMUNITY SERVICE AND OUTREACH. THE COLLABORATIVE PROCESS BEGAN IN THE SPRING 2024. RECOGNIZING THAT HOSPITALS AND HEALTH SYSTEMS OFTEN MUTUALLY SERVE THE SAME COMMUNITIES, A GROUP OF LOCAL HOSPITALS AND HEALTH SYSTEMS HAVE AGAIN COLLABORATED ON A SOUTHEASTERN PA (SEPA) REGIONAL CHNA (RCHNA), WITH SPECIFIC FOCUS ON BUCKS, CHESTER, DELAWARE, MONTGOMERY AND PHILADELPHIA COUNTIES. OVER THE COURSE OF FY25, THE PROCESS WAS REENGAGED TO DEVELOP THE 2025 RCHNA, PUBLISHED JUNE 30, 2025. THIS COLLABORATIVE RCHNA OFFERED: INCREASED COLLABORATION AMONG LOCAL HOSPITALS/HEALTH SYSTEMS SERVING THIS REGION; REDUCED DUPLICATION OF ACTIVITIES AND COMMUNITY BURDEN FROM PARTICIPATION IN MULTIPLE COMMUNITY MEETINGS; REDUCED HOSPITAL/HEALTH SYSTEM COSTS IN RCHNA REPORT DEVELOPMENT; OPPORTUNITIES FOR SHARED LEARNING; ESTABLISHMENT OF A STRONG FOUNDATION FOR COORDINATED EFFORTS TO ADDRESS HIGHEST PRIORITY COMMUNITY NEEDS. THE COLLABORATIVE APPROACH: HOSPITALS AND HEALTH SYSTEMS AND SUPPORTING PARTNERS COLLABORATIVELY DEVELOPED THE RCHNA THAT OUTLINES HEALTH PRIORITIES FOR THE REGION. THE HOSPITALS AND HEALTH SYSTEMS WILL PRODUCE IMPLEMENTATION PLANS THAT MAY INVOLVE FURTHER COLLABORATION TO ADDRESS SHARED PRIORITIES. THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH (PDPH) LED COLLECTION OF A VARIETY OF QUANTITATIVE INDICATORS OF HEALTH OUTCOMES AND FACTORS INFLUENCING HEALTH FROM A VARIETY OF DATA SOURCES. DATA COLLECTION INCLUDED PDPH SYNTHESIZED FINDINGS OF HIGH PRIORITY AREAS; PRIORITIES WERE RANKED USING A MODIFIED HANLON METHOD. AT THE SAME TIME, COMMUNITY STAKEHOLDER INPUT PROCESS EVOLVED: COMMUNITY MEETINGS WERE COORDINATED BY HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) AND FACILITATED BY TWO IN QUALITATIVE DATA ANALYSIS AND COLLECTION. STAKEHOLDER FOCUS GROUPS WERE CONDUCTED BY HCIF. IN PARTNERSHIP WITH THE STEERING COMMITTEE OF REPRESENTATIVES FROM PARTNERING HOSPITALS AND HEALTH SYSTEMS, THE PROJECT TEAM, COMPOSED OF STAFF FROM THE PDPH AND HCIF AND PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS (PACDC) DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH THAT INVOLVED COLLECTING AND ANALYZING QUANTITATIVE AND QUALITATIVE DATA AND AGGREGATING DATA FROM A VARIETY OF SECONDARY SOURCES TO COMPREHENSIVELY ASSESS THE HEALTH STATUS OF THE REGION. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WILL BE USED BY THE PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP IMPLEMENTATION PLANS OUTLINING HOW THEY WILL ADDRESS THESE NEEDS INDIVIDUALLY AND IN COLLABORATION WITH OTHER PARTNERS. QUANTITATIVE DATA WERE ACQUIRED FROM LOCAL, STATE AND FEDERAL SOURCES AND FOCUSED ON INDICATORS THAT WERE UNIFORMLY AVAILABLE AT THE ZIP CODE LEVEL ACROSS THE REGION. THE PDPH TEAM, WHICH INCLUDED EXPERTS IN EPIDEMIOLOGICAL AND GEOSPATIAL ANALYSES, COMPILED, ANALYZED, AND AGGREGATED OVER 70 HEALTH INDICATORS ENCOMPASSING DATA ON COMMUNITY DEMOGRAPHIC CHARACTERISTICS, CHRONIC DISEASE AND HEALTH BEHAVIORS, INFANT AND CHILD HEALTH, BEHAVIORAL HEALTH, INJURIES, ACCESS TO CARE AND SOCIAL AND ECONOMIC CONDITIONS. HCIF, GUIDED BY A QUALITATIVE TEAM COMPOSED OF A SUBSET OF STEERING COMMITTEE REPRESENTATIVES OF THE HEALTH SYSTEMS, COORDINATED THE QUALITATIVE COMPONENTS OF THE ASSESSMENT, WHICH INCLUDED: 30 COMMUNITY CONVERSATIONS ENGAGING RESIDENTS FROM GEOGRAPHIC COMMUNITIES ACROSS FIVE COUNTIES; TWO SESSIONS FACILITATED IN PARTNERSHIP WITH SEAMAAC TO ENGAGE LATINE AND ASIAN POPULATIONS; 15 FOCUS GROUPS CAPTURING INSIGHTS FROM YOUTH ACROSS ALL COUNTIES; 10 DISCUSSIONS WITH COMMUNITY ORGANIZATIONS AND GOVERNMENT AGENCIES ON KEY TOPICS, SUCH AS HEALTH AND SOCIAL SERVICES INTEGRATION, AGING, PRIMARY CARE ACCESS, MATERNAL HEALTH, CARING FOR UNINSURED AND UNDOCUMENTED POPULATIONS, CULTURALLY APPROPRIATE MENTAL HEALTH CARE, HOUSING, AND THE PA 211 REFERRAL SYSTEM; 10 DISCUSSIONS ON SPECIFIC HEALTH CONCERNS, INCLUDING CANCER CARE, VISION CARE, DISABILITIES, AND MATERNAL HEALTH; 15 INTERVIEWS WITH SUBJECT MATTER EXPERTS FROM HEALTH SYSTEMS, LOCAL GOVERNMENT, AND COMMUNITY BASED ORGANIZATIONS TO EXPLORE SPOTLIGHT TOPICS IN-DEPTH. TWO EXPERTS IN QUALITATIVE DATA COLLECTION AND ANALYSIS ENGAGED AS QUALITATIVE LEAD CONSULTANTS FACILITATED ALL OF THESE DISCUSSIONS, ANALYZED THE QUALITATIVE DATA, AND SUMMARIZED KEY FINDINGS. IN ADDITION, THE PROJECT TEAM EITHER UNDERTOOK DIRECTLY OR SUPPORTED PARTNERS WITH TARGETED PRIMARY DATA COLLECTION TO BETTER UNDERSTAND THE NEEDS OF PARTICULAR COMMUNITIES OR POPULATIONS. THESE FOCUS AREAS AND COMMUNITIES WERE EITHER SPECIFIC TO DIFFERENT TYPE OF FACILITIES WITHIN PARTICIPATING HEALTH SYSTEMS (I.E., CANCER CENTERS, REHABILITATION FACILITIES OR REFLECTED GAPS IN THE 2022 RCHNA: CANCER; DISABILITY; MATERNAL HEALTH; OLDER ADULT; VISION; AND YOUTH VOICE. FINALLY, SECONDARY DATA IN THE FORM OF REPORTS AND SUMMARIES FROM OTHER COMMUNITY ENGAGEMENT EFFORTS WERE ALSO INCORPORATED INTO THE REPORT. ALL DATA WERE SYNTHESIZED BY HCIF STAFF AND A LIST OF 12 COMMUNITY HEALTH PRIORITIES AND 8 YOUTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: SIZE OF HEALTH PROBLEM, IMPORTANCE TO THE COMMUNITY, CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS, ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION AND AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS. POTENTIAL SOLUTIONS FOR EACH OF THE COMMUNITY HEALTH PRIORITIES, BASED ON FINDINGS FROM THE QUALITATIVE DATA COLLECTION WERE ALSO INCLUDED. THE COMMUNITY HEALTH DEPARTMENT, WORKING UNDER THE GUIDANCE OF THE ABINGTON HEALTH FOUNDATION'S REV. DR. MARTIN LUTHER KING JR. COMMUNITY BENEFIT AND DIVERSITY COMMITTEE IS RESPONSIBLE FOR DEVELOPING IMPLEMENTATION PLANS FOCUSING ON PRIORITY ISSUES AND MOST IMPORTANT HEALTH NEEDS. IN ADDITION, THIS ORGANIZATION WORKS WITH LOCAL PROVIDERS TO PLAN AND DISCUSS HEALTH NEEDS OF THE POPULATION. AMH CONTINUES TO ATTEND LOCAL AND REGIONAL COMMUNITY ORGANIZATION MEETINGS AND COUNTY COLLABORATIVES FOR THE GREATER ABINGTON AREA. REGIONAL COUNTY COLLABORATIVES INCLUDE THE HEALTHCARE SYSTEM WITH REPRESENTATION FROM LOCAL POLITICIANS, LOCAL COMMUNITY HEALTH CENTERS, EMERGENCY HEALTH PROVIDERS AND OTHER COMMUNITY HEALTH LEADERS. AMH WORKED WITH AREA HOSPITALS AND NON-PROFITS TO FORM THE MONTGOMERY COUNTY HEALTH ALLIANCE WHICH RECEIVED PA STATE DESIGNATION OF SHIP STATUS (STATE HEALTH IMPROVEMENT PLAN). COMMUNITY HEALTH AND BEHAVIORAL HEALTH LEADERS IN FY25 CONNECTED WITH LOCAL CHAPTERS OF NAMI (NATIONAL ALLIANCE ON MENTAL ILLNESS) TO COLLABORATE AND ENGAGE REFERRALS. CHRONIC CARE PATIENTS WERE OFFERED THIS INFORMATION. DURING COVID-19, MANY SUPPORT GROUPS WENT VIRTUAL AND LH AND AMH LEADERS OBTAINED INFORMATION AND SHARED WITH WORKFORCE AND COMMUNITY. CHRONIC CARE PATIENTS WERE OFFERED THIS INFORMATION. THESE SAME LEADERS CONTINUED TO WORK DURING THIS RCHNA CYCLE WITH THE REGIONAL OVERDOSE PREVENTION COUNCIL; JEFFERSON'S OPIOID TASK FORCE AND CONTINUED WITH THE WORK ON THE JEFFERSON HEALTH OPIOID COUNCIL WHICH INCLUDES HOSPITAL LEADERSHIP AND KEY COMMUNITY STAKEHOLDERS AND PUBLIC SAFETY, PUBLIC HEALTH PROFESSIONALS WITH MONTGOMERY COUNTY AND COUNTY AND LOCAL PUBLIC OFFICIALS.
SCHEDULE H, PART VI; QUESTION 3AMH IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES. ADDITIONALLY, THE ORGANIZATION WIDELY PUBLICIZES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ORDER TO ENCOURAGE ITS PATIENTS TO APPLY, IF THEY ARE ELIGIBLE. THE FOLLOWING MEASURES ARE USED TO PUBLICIZE THIS POLICY TO THE COMMUNITY AND PATIENTS. COMMUNICATION IS WRITTEN IN CONSUMER-FRIENDLY TERMINOLOGY AND IN LANGUAGES THAT PATIENTS CAN UNDERSTAND. AMH PROVIDES TRAINING TO APPROPRIATE ADMINISTRATIVE AND CLINICAL STAFF THAT INTERACT WITH PATIENTS ABOUT FINANCIAL ASSISTANCE AVAILABILITY, HOW TO COMMUNICATE THAT AVAILABILITY TO PATIENTS, AND HOW TO DIRECT PATIENTS TO APPROPRIATE FINANCIAL ASSISTANCE STAFF. IN ADDITION, THE HOSPITAL PROVIDES AN UPDATED CLINIC BOOKLET AND FACT SHEET ON CONTACT INFORMATION TRANSLATED INTO SEVERAL LANGUAGES, POSTED TO THE WEBSITE AND SHARED WITH KEY COMMUNITY STAKEHOLDERS. COMMUNITY NOTIFICATION ----------------------- THIS ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS AND A PLAIN LANGUAGE SUMMARY ARE MADE AVAILABLE TO THE COMMUNITY IN ENGLISH AS WELL AS ANY PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH THAT CONSTITUTE THE LESSER OF 5% OR 1,000 INDIVIDUALS, WHICHEVER IS LESS, OF THE PRIMARY COMMUNITIES SERVED AND POSTED TO THE HEALTH SYSTEM'S WEBSITE. THE FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS, AND PLAIN LANGUAGE SUMMARY ARE ALSO MADE AVAILABLE, FREE OF CHARGE AS FOLLOWS: 1) ON THE AMH WEBSITE AT HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE 2) BY MAIL WHEN A PATIENT CALLS OR CONTACTS AMH'S FINANCIAL SERVICES UNIT AT (833)-958-2198 3) IN PERSON, WITHOUT APPOINTMENT, AT THE FOLLOWING HOSPITAL LOCATIONS: AMH'S FINANCIAL SERVICES UNIT WIDENER BUILDING, 1ST FLOOR 1200 OLD YORK ROAD ABINGTON, PA 19001 4) AS PART OF THE INTAKE OR DISCHARGE PROCESS, PAPER COPIES OF THE PLAIN LANGUAGE SUMMARY ARE OFFERED TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. PERSONAL NOTIFICATION ---------------------- AMH USES REASONABLE EFFORTS TO NOTIFY PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY. THE FOLLOWING ARE METHODS TO NOTIFY PATIENTS: 1) AT THE TIME OF SCHEDULING, PRE-REGISTRATION, OR REGISTRATION OF ELECTIVE SERVICES, THE PATIENT WILL BE ASKED FOR INSURANCE COVERAGE. IF THE PATIENT IS AN UNINSURED PATIENT, THE PATIENT WILL BE INFORMED OF THE FINANCIAL ASSISTANCE POLICY AND, IF REQUESTED, WILL BE PROVIDED A PLAIN LANGUAGE SUMMARY OF THE POLICY UNLESS THE TREATING PHYSICIAN ADVISES THE FINANCIAL COUNSELOR OR REGISTRATION REPRESENTATIVE THAT SUCH TREATMENT IS MEDICALLY NECESSARY, PATIENTS REQUESTING NON-EMERGENT ADMISSIONS OR OUTPATIENT SERVICES WILL NOT BE SCHEDULED FOR SERVICES UNTIL THE PATIENT HAS COMPLIED WITH MEETING THEIR FINANCIAL OBLIGATIONS. 2) IN THE CASE OF EMERGENCY OR URGENT SERVICES THAT ARE NOT SCHEDULED, A FINANCIAL COUNSELOR OR PATIENT REPRESENTATIVE WILL VISIT AS NECESSARY, WITH PATIENTS, IN PERSON, AT SERVICE SITES. 3) ALL BILLING STATEMENTS INCLUDE A REFERENCE TO THE FINANCIAL ASSISTANCE POLICY AND A CONTACT NUMBER AND EMAIL ADDRESS AS WELL AS REFERENCE TO A WEB SITE FOR ACCESS TO MORE INFORMATION. 4) STAFF WILL DISCUSS THE FINANCIAL ASSISTANCE POLICY, WHEN APPROPRIATE, DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. ADDITIONALLY, AMH PROVIDES FINANCIAL COUNSELING SERVICES TO GO OVER PATIENT BILLS AND ANSWER ANY QUESTIONS A PATIENT MAY HAVE.
SCHEDULE H, PART VI; QUESTION 4THIS ORGANIZATION IS IN A DIVERSE SUBURBAN LOCATION SERVING DIVERSE COMMUNITIES RANGING FROM INNER CITY COMMUNITIES IN PHILADELPHIA TO MORE AFFLUENT SUBURBAN AREAS. THIS ORGANIZATION IS LOCATED IN ABINGTON TOWNSHIP, IN MONTGOMERY COUNTY, PENNSYLVANIA. MONTGOMERY COUNTY IS THE SECOND MOST POPULOUS COUNTY IN THE STATE WITH 62 MUNICIPALITIES. THIS ORGANIZATION IS COMMITTED TO SERVICE FOR ITS COMMUNITIES AND SERVES BOTH INNER CITY AND SUBURBAN AREAS. THE FOLLOWING DATA COMES FROM THE DEMOGRAPHIC INFORMATION GATHERED FOR THE 2022 RCHNA. WHILE THE 2025 RCHNA WAS CONDUCTED IN FY25, PROGRAMMATIC DECISIONS MADE OVER THE COURSE OF THE FISCAL YEAR WERE MADE BASED ON THE 2022 RCHNA. AMH DEFINES ITS TARGETED SERVICE AREAS FOR COMMUNITY HEALTH IMPROVEMENT BY ZIP CODES IN BUCKS AND MONTGOMERY COUNTIES. THESE AREAS REPRESENT AREAS PROXIMATE TO THE HOSPITAL WHERE 75% OF ADMISSIONS RESIDE AND A TOTAL POPULATION OF 545,264. BUCKS COUNTY ZIPS: 18914, 18929, 18932, 18966, 18974, 18976. MONTGOMERY COUNTY ZIPS: 18915, 18936, 19001, 19002, 19009, 19012, 19025, 19027, 19031, 19034, 19038, 19040, 19044, 19046, 19075, 19090, 19095, 19422, 19436, 19437, 19438, 19446, 19454, 19477, 18964, 18969, 19006, 19440. THE DEMOGRAPHICS INCLUDE THE AGE DISTRIBUTION OF 23.4% FOR 0-19 YEARS OF AGE; 28.4% OF 20-44 YEARS OF AGE, 29.2% FOR 45-64 YEARS OF AGE AND 19% FOR 65+. INCOME DISTRIBUTION INCLUDES THE MEDIAN HOUSEHOLD INCOME AT $99,067. THE RACIAL COMPOSITION INCLUDES 79% WHITE, 7.8% ASIAN, 6.9% BLACK, 4.4% HISPANIC/LATINO AND 2% OTHER. AMH GEOGRAPHICALLY DEFINED ITS COMMUNITY BENEFIT AREA BY REGION IN THE FOLLOWING WAY: NORTH PENN, INDIAN VALLEY, WILLIAM TENNENT, CENTRAL BUCKS, LOWER EASTERN, ABINGTON, UPPER DUBLIN WITH ALL ZIP CODES DOCUMENTED IN THE RCHNA.
SCHEDULE H, PART VI; QUESTION 5ALL QUALIFIED PHYSICIANS ARE EXTENDED PRIVILEGES BY THEIR RESPECTIVE DEPARTMENTS WHERE OPENINGS EXIST. UNDER THE DIRECTIVE OF THE ORGANIZATION'S CORPORATE FINANCE OFFICE, SURPLUS FUNDS ARE UTILIZED FOR CAPITAL PROJECTS TO IMPROVE SERVICES OR PURCHASE EQUIPMENT WHICH IN TURN, BENEFIT THE COMMUNITY. PLEASE ALSO REFER TO FORM 990, SCHEDULE O, WHICH CONTAINS THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT. FOR OLDER ADULTS THE MEMORY FITNESS CENTER CONTINUED. "HELP YOURSELF TO HEALTHY LIVING" WAS PROVIDED VIRTUALLY AND IN PERSON DURING FY25 IN TWO AREA SENIOR CENTERS AND TWO LOW INCOME SENIOR LIVING FACILITIES, AND PROGRAMS WERE HELD FOR DEVELOPMENTALLY DISABLED ADULTS. "FIND HELP"/FORMERLY AUNT BERTHA PLATFORM AVAILABLE IN MULTIPLE LANGUAGES PROVIDED VIA JAH COMMUNITY RESOURCES SEARCHABLE WEBSITE AS WELL AS IN EPIC.
SCHEDULE H, PART VI; QUESTION 6The organization is recognized by the internal revenue service ("irs") as a tax-exempt organization under internal revenue code section 501(c)(3) and is also an affiliate of thomas jefferson university ("tju"). Tju is also recognized as a tax-exempt organization under internal revenue code section 501(c)(3) and is the tax-exempt parent organization of tju/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. Jefferson health, in partnership with tju, is dedicated to discovering new treatments and therapies that will define the future of clinical care; providing exceptional primary through complex quaternary care to patients in the communities we serve throughout the delaware valley; and educating tomorrow's professionals through transdisciplinary and experiential learning designed for new and emerging fields for the 21st century. The sole member or stockholder of each entity within the system is either tju or another system affiliate controlled or owned by tju. Outlined below is a summary of the entities which comprise the system: Thomas jefferson university --------------------------- Thomas jefferson university ("tju") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(1). Tju is the parent company that financially and corporately integrates thomas jefferson university among its subsidiary entities. Tju is an innovative health sciences university that conducts research and offers undergraduate and graduate instruction through the sidney kimmel medical college at thomas jefferson university ("skmc") as well as the jefferson colleges of nursing, pharmacy, health professions, population health, rehabilitation sciences and life sciences. Tju's educational programs are fully accredited and it educates over 8,200 students annually. Thomas jefferson university was founded in 1824 as jefferson medical college, and philadelphia university was founded in 1884 as the philadelphia textile school. Both were ahead of their time and focused on the importance of experiential learning. The new jefferson (philadelphia university + thomas jefferson university) was established on july 1, 2017 as a result of the merger of our two respected universities. Thomas jefferson university hospitals, inc. ------------------------------------------- Thomas jefferson university hospitals, inc. Includes thomas jefferson university hospital, jefferson hospital for neuroscience and methodist hospital (collectively referred to as tjuh). Tjuh promotes the health of the communities it serves in southeastern pennsylvania, southern new jersey, and delaware primarily by providing hospital, sub-acute, outpatient, and physician services and by providing facilities in which students, physicians, nurses, and other healthcare professionals are trained in a clinical setting. Tjuh is recognized by the internal revenue service as an internal revenue code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, tjuh provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. Tjuh operates consistently with the criteria outlined in irs revenue ruling 69-545. Emergency transport associates, inc. ------------------------------------ Emergency transport associates, inc. ("eta") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(2). Eta seeks to provide high quality air and ground medical transportation services to patients who are admitted to or discharged from jefferson facilities. Jeffex, inc. ------------ Jeffex, inc. Is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). Jeffex, inc. Is a supporting organization of the system whose activities include operating a pharmacy for patients and employees. Jefferson medical group ----------------------- Jefferson medical group ("jmg") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson medical care ---------------------- Jefferson medical care ("jmc") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson club (a/k/a jefferson faculty club) --------------------------------------------- Effective with the close of business on june 30, 2025, jefferson club a/k/a jefferson faculty club ("jc") was statutorily merged into jefferson health corporation ("jhc"). Prior to its statutory merger, jc was an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization was inactive prior to its statutory merger. Jefferson university physicians ------------------------------- Jefferson university physicians ("jup") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson university physicians of new jersey, p.c. --------------------------------------------------- Jefferson university physicians of nj, p.c. ("jupnj") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Methodist associates in healthcare, inc. ---------------------------------------- Methodist associates in healthcare, inc. Is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal r
SCHEDULE H, PART VI; QUESTION 7NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA AND NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH EITHER PENNSYLVANIA OR NEW JERSEY.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Discretionary Spending AcctYes (X)DiscretionarySpendingAcctInd
Written Policy Ref T And E ExpnssYes (true)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (true)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentYes (true)SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
BRIAN SWEENEY RN MBA FACHE
TRUSTEE - PRESIDENT$0$725,361$0$273,888$0$108,256$0$115,757$0$21,662$0$1,244,924$0$39,570
MEGHAN O PATTON
FORMER OFFICER$53,342$0$179,322$0$724,462$0$0$0$0$0$957,126$0$0$0
MAURICIO JAVIER GARRIDO MD
cardiothoracic surgeon$673,901$0$77,560$0$25,817$0$1,000$0$30,117$0$808,395$0$0$0
OSMAN KOZAK md
NEUROSURGEON$594,900$0$0$0$177,405$0$0$0$31,067$0$803,372$0$0$0
LARAMI MACKENZIE md
neurosurgeon$599,305$0$0$0$195,402$0$0$0$4,901$0$799,608$0$0$0
DOUGLAS W LASKE MD
NEUROSURGEON$746,705$0$0$0$7,524$0$1,000$0$24,765$0$779,994$0$0$0
RICHARD E FRIEDENHEIM md
pulmonologist$527,618$0$162,483$0$30,524$0$1,000$0$1,772$0$723,397$0$0$0
GERARD M CLEARY DO
CHIEF MEDICAL OFFICER$489,135$0$155,923$0$0$0$1,000$0$27,872$0$673,930$0$0$0
STACEY-ANN OKOTH DNPMSNRN
SVP SYS. ASSOC. CNE(TERM 7/24)$0$244,097$0$131,284$0$170,341$0$28,022$0$5,481$0$579,225$0$0
ALISON L FERREN MBA
FORMER OFFICER$0$0$0$0$534,002$0$0$0$0$0$534,002$0$0$0

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
CORE FORM, PART VII AND SCHEDULE JTAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2024 FORMS W-2.
SCHEDULE J, PART I; QUESTION 1THE ORGANIZATION MAINTAINS A FLEXIBLE BENEFIT PROGRAM ("EXECUFLEX BENEFIT PROGRAM") FOR CERTAIN OF ITS EXECUTIVE EMPLOYEES. THIS PROGRAM PROVIDES A FIXED DOLLAR AMOUNT, AND ENABLES PARTICIPATING EMPLOYEES TO ALLOCATE THE AMOUNT AMONG CERTAIN TAXABLE BENEFIT OPTIONS (I.E., ADDITIONAL LIFE INSURANCE COVERAGES, LONG-TERM CARE INSURANCE AND FINANCIAL OR TAX PLANNING ASSISTANCE) OR TO NONQUALIFIED DEFERRED COMPENSATION OPTIONS. THE ELECTIONS ARE MADE BEFORE THE YEAR IN WHICH THE BENFIT PROGRAM AMOUNT IS PROVIDED. THE AMOUNTS ALLOCATED TO TAXABLE BENEFIT OPTIONS ARE INCLUDED ON EMPLOYEES' FORMS W-2 AS TAXABLE INCOME FOR THE YEAR IN WHICH THE ALLOCATIONS ARE EFFECTIVE, AND THE NONQUALIFIED DEFERRED COMPENSATION AMOUNTS ARE DISCLOSED ON FORM 990 IN THE YEAR OF DEFERRAL AND AGAIN IN THE YEAR IN WHICH THE SUBSTANTIAL RISK OF FORFEITURE LAPSES AND THE AMOUNTS ARE TREATED AS TAXABLE INCOME. THE FOLLOWING INDIVIDUAL PARTICIPATED IN THE ORGANIZATION'S EXECUFLEX BENEFIT PROGRAM: MEGHAN O. PATTON.
SCHEDULE J, PART I; QUESTION 4ATHE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING CALENDAR YEAR 2024 WHICH WERE INCLUDED IN THEIR 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: ALISON L. FERREN, MBA, $528,416; MEGHAN O. PATTON, $375,863 and STACEY-ANN OKOTH, DNP, MSN, RN, $159,508.
SCHEDULE J, PART I; QUESTION 4BTHE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) AS THE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WERE INCLUDED IN hiS 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BRIAN SWEENEY, RN, MBA, FACHE, $24,324. THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN A LONG-TERM INCENTIVE PLAN, AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HIS 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BRIAN SWEENEY, RN, MBA, FACHE, $58,310. THE DEFERRED COMPENSATION AMOUNT IN SCHEDULE J, PART II, COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON-QUALIFIED DEFERRED COMPENSATION PLAN) WHICH IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THis INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN hiS 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: BRIAN SWEENEY, RN, MBA, FACHE, $70,907.
SCHEDULE J, PART I, QUESTION 7CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II, COLUMN FTHE AMOUNTS REPORTED IN SCHEDULE J, PART II, COLUMN (F) INCLUDE VESTED BENEFITS IN A DEFERRED COMPENSATION PLAN AS THESE AMOUNTS WERE NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF FORFEITURE. THESE AMOUNTS WERE REPORTED AS DEFERRED COMPENSATION ON PRIOR YEARS' FORMS 990 AND ARE NOW BEING REPORTED AGAIN ON THIS YEAR'S FORM 990. THESE HAVE BEEN TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES.

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (3 entries)

Relationship DescriptionRelationshipDescriptionTxtTransactionTransactionAmtTransactionTransactionDescSharing Of RevenuesSharingOfRevenuesInd
RYDAL SQUARE LP
TRUSTEE - TOLL$643,896RENTfalse
GOODROCK REALTY PARTNERS
TRUSTEE - GOODMAN$228,596RENTfalse
SAMSON DEVELOPMENT CORP
TRUSTEE - GOODMAN$386,477RENTfalse

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE L, PART IVFormAndLineReferenceDesc
ExplanationBRUCE E. TOLL IS A TRUSTEE OF THE ORGANIZATION. THE ORGANIZATION PAID RENT TO RYDAL SQUARE, LP DURING THE FISCAL YEAR ENDED JUNE 30, 2025. TOTAL RENT PAID TO RYDAL SQUARE, LP WAS $643,896. RENT CHARGED WAS AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS. BRUCE GOODMAN IS A TRUSTEE OF THE ORGANIZATION. THE ORGANIZATION PAID RENT TO GOODROCK REALTY PARTNERS DURING THE FISCAL YEAR ENDED JUNE 30, 2025. TOTAL RENT PAID TO GOODROCK REALTY PARTNERS WAS $228,596. RENT CHARGED WAS AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS. BRUCE GOODMAN IS A TRUSTEE OF THE ORGANIZATION. THE ORGANIZATION PAID RENT TO SAMSON DEVELOPMENT CORP DURING THE FISCAL YEAR ENDED JUNE 30, 2025. TOTAL RENT PAID TO SAMSON DEVELOPMENT CORP WAS $386,477. RENT CHARGED WAS AT FAIR MARKET VALUE RATES PURSUANT TO ARM'S LENGTH NEGOTIATIONS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (25 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSThe taxpayer is recognized by the internal revenue service ("irs") as a tax-exempt organization under internal revenue code section 501(c)(3) and is also an affiliate of thomas jefferson university ("tju"). Tju is also recognized as a tax-exempt organization under internal revenue code section 501(c)(3) and is the tax-exempt parent organization of tju/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system's tripartite mission of education, research and patient care. Jefferson health, in partnership with tju, is dedicated to discovering new treatments and therapies that will define the future of clinical care; providing exceptional primary through complex quaternary care to patients in the communities we serve throughout the delaware valley; and educating tomorrow's professionals through transdisciplinary and experiential learning designed for new and emerging fields for the 21st century. Jefferson has over 325 years of health care, innovation and education. Jefferson health, which added lehigh valley health network in august 2024, now includes 32 hospitals with 5,500 licensed beds throughout eastern pennsylvania and southern new jersey. They are: jefferson abington hospital, jefferson bucks hospital, jefferson cherry hill hospital, jefferson einstein philadelphia hospital, jefferson einstein montgomery hospital, jefferson frankford hospital, jefferson hospital for neuroscience, jefferson lansdale hospital, jefferson methodist hospital, Jefferson moss-magee rehabilitation hospital - center city, jefferson moss-magee rehabilitation - elkins park, jefferson stratford hospital, jefferson torresdale hospital, jefferson washington township hospital, lehigh valley hospital - carbon, Lehigh valley hospital - cedar crest, lehigh valley hospital - 1503 n. Cedar crest, lehigh valley hospital - dickson city, lehigh valley hospital - gilbertsville, lehigh valley hospital - hazleton, lehigh valley hospital - hecktown oaks, lehigh valley hospital - highland avenue, lehigh valley hospital - macungie, lehigh valley hospital - muhlenberg, lehigh valley hospital - pocono, lehigh valley hospital - schuylkill e. Norwegian st., lehigh valley hospital - schuylkill s. Jackson st., lehigh valley hospital - 17th street, lehigh valley hospital - tilghman, physicians care surgical hospital, Rothman orthopedic specialty hospital, and thomas jefferson university hospital. Combined, jefferson health, thomas jefferson university and lehigh valley network have more than 65,000 employees, which includes over 10,200 employed physicians/advanced practice professionals, 13,700 full and part-time nurses and more than 1,800 full and part-time paid faculty. Jefferson is the second largest employer in philadelphia and the largest health system in philadelphia based on total licensed beds. Jefferson health includes over 700 outpatient and urgent care centers throughout eastern pennsylvania and southern new jersey; 4 magnet-designated hospitals, an nci-designated comprehensive cancer center - sidney kimmel cancer center; and one of the largest faculty-based telehealth networks in the country that began more than 10 years ago. Jefferson health includes 32 hospitals throughout southeastern pennsylvania, lehigh valley and new jersey. Additional relevant tju and jefferson health information for the year ended june 30, 2025: Licensed beds: 3,816 Inpatient admissions: 160,254 Observation cases: 48,777 Total surgeries: 100,839 Emergency dept. Visits: 584,121 Ambulatory visits: 1,767,947 Telehealth visits: 238,261 The system's hospitals' conformance with irs revenue ruling 69-545 The wholly owned hospitals in the system are recognized by the irs as internal revenue code section 501(c)(3) tax-exempt organizations. Pursuant to its charitable purposes, each of these hospitals provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, gender identity, sexual orientation, national origin, or ability to pay. Moreover, our hospitals operate consistently with the following criteria outlined in irs revenue ruling 69-545: 1. Providing medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, medicare, and medicaid patients. 2. Operating active emergency departments for all persons that are open 24 hours a day, 7 days a week, 365 days per year. 3. Maintaining open medical staffs, with privileges available to all qualified physicians. 4. Control positioned with hospital board of trustees and the board of trustees of tju, and all the boards are comprised of independent civic leaders and other prominent members of the represented communities; and 5. Using surplus funds to improve the quality of patient care, expand and renovate facilities/equipment and advance and improve medical care, programs and activities through patient care and medical training, education, and research. The operations of our wholly owned hospitals as shown through the factors outlined above and other information contained herein, clearly demonstrate the provision of substantial community benefit; both collectively and individually; and that the use and control of the respective hospital facilities are for the benefit of the public and that no part of the income or net earnings of any of the hospital organizations inures to the benefit of any private individual, nor is any private interest being served other than incidentally. The taxpayer individually provides substantial community benefit Of the net community benefit costs outlined above for fiscal years ended june 30, 2025 and 2024; the taxpayer contributed approximately $137 million and $106 million of net community benefit costs as defined by the irs and reflected in their respective form 990, schedule h, part i to the totals reported. These numbers are at estimated cost and are net of any federal, state or local remuneration or reimbursement. The corresponding combined community benefit percentages of the taxpayer were approximately 13.32% and 11.52% for the fiscal years ended june 30, 2025 and 2024; respectively. These percentages were derived by using the taxpayer's net community benefit costs as the numerator and the total taxpayer's operating expenses as the denominator. These costs and percentages do not include any estimated bad debt costs and any medicare shortfall incurred by the taxpayer for either fiscal years. Effective april 30, 2015, at 11:59 pm, thomas jefferson university ("tju"), a pennsylvania non-profit organization that is exempt from federal income taxation pursuant to section 501(c)(3) of the internal revenue code, became the sole member of abington health ("ah"). This transaction was achieved by the filing of the amended and restated articles of incorporation. As a result of this transaction, ah and its subsidiaries, amh, lansdale hospital ("lh"), and abington health foundation ("ahf") (collectively, the "subsidiaries"), became subsidiaries of tju, creating a university health system, known as jefferson, that encompasses thomas jefferson university/jefferson health ("system"). Part of jefferson health since 2015, the system includes 32 hospitals and over 700 outpatient and urgent care centers located throughout eastern pennsylvania and southern new jersey. Outpatient and community-based services are delivered through a network of owned and affiliated physician practices, satellite medical and surgical centers, outpatient laboratories and radiology centers. The honickman center provides the best possible individualized care and merging it with the latest technologies and elegant design to meet the needs of today's patients located in center city, philadelphia, pennsylvania.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSJefferson's unique governance structure continues as a combined board with equal representation from jefferson, abington, jefferson health - northeast and the former kennedy health system [jefferson new jersey]. Jefferson health and einstein healthcare network merged in october 2021. Jefferson health added lehigh valley health network in august 2024, this expansion of jefferson health creates an integrated 32-hospital health system throughout eastern pennsylvania and southern new jersey focused on providing greater access to high-quality patient care in our communities and delivering outstanding health sciences education to tomorrow's health care professionals. Ah is the umbrella organization that encompasses its flagship hospital, amh, in abington and lh in hatfield township. Together, amh and lh have 807 licensed beds, seven outpatient campuses: abington health-blue bell, abington health-elkins park, abington health-lower gwynedd, abington health-montgomeryville, abington health-warminster and abington health-willow grove and, abington health-horsham. In addition, one urgent care center in flourtown, pennsylvania was open and available for the community. In addition, referral to other enterprise sites as well as physicians-employed practices geographically located in bucks, montgomery and philadelphia counties with 74 locations. The above branded, fictitious names are used for merger announcement purposes. Legal names of amh, ah, ahf and lh will be used in fiscal year documents. Amh is guided by its mission and is dedicated to the healthcare needs of the communities it serves. This level of determination and commitment is the very heart of amh. Amh maintains a generous financial assistance policy, providing a significant amount of services without charge or at amounts less than its established rates to patients who are unable to pay for care either through third party coverage or their own resources. Since charity care amounts are not expected to be paid, they are not reported as revenue. In addition, amh provides services and supplies at below cost to persons covered by government programs, including medicare and medicaid. Amh centralized its financial counseling program. A financial counselor helps determine eligibility for government-sponsored programs and offers assistance with the health insurance exchange and other insurance coverage. If an individual does not qualify for other coverage, they assist individuals and families in the completion of the financial assistance application. In keeping with amh's commitment to all members of its community, the following services were provided during the year with a particular focus on low income members within its service areas: - free care and/or subsidized care to inpatients and outpatients. - operation of both primary and specialty clinics, ob/gyn center, a behavioral health embedded primary care model, a dental clinic, and a health center for newborns. Updated yearly, a clinic brochure includes information on amh's offerings and area clinic partners. The brochure was created, printed, and posted to hospital websites and intranet for use by the community. In addition, this brochure was translated into languages better serving our community. All clinic sites at amh received the new fact sheets to educate the uninsured and underinsured. - family practice center, which also provides an educational setting for the teaching of primary care physicians. - emergency/trauma center (operates 24 hours a day, 365 days a year) was the first accredited trauma center in montgomery county, open to all members of the community regardless of their ability to pay. - amh attracts the finest physicians to serve our patients. Approximately over 1,239 active and full medical staff physicians care for patients throughout the health system's wide range of services. Abington health physicians is a network of primary care physicians and specialists employed by amh. As a result of the jefferson merger, this entity is now known as jefferson medical group [legal name abington health physicians]. Amh is a major clinical campus for several regional medical schools. The commitment to outstanding medical care has earned amh numerous awards for quality and safety, and the robust culture of continuing education creates an atmosphere of inquiry and scholarship. Many of our physicians are primary investigators for national clinical trials, which gives our patients access to advanced treatments not commonly available elsewhere. Jefferson enterprise --------------------- Mission: we improve lives. Vision: reimagining health, education and discovery to create unparalleled value. Values: values guide our decisions, actions and culture. They create a common language that helps us come together as one jefferson these values are: Put people first: Build relationships Engage with grace Create moments Do what's right: Prioritize what matters Align on expectations Act with integrity Pursue excellence: Look and listen Innovate with intent Value lessons learned Jefferson abington ------------------- Jefferson abington hospital by the numbers (for fiscal year 2025) - 667 licensed beds - 584 employed physicians - 655 independent physicians - 30,356 total discharges - 10,042 observation cases - 6,311 inpatient surgeries - 82,572 emergency department visits - 5,023 births Awards and recognitions ======================= Amh has been recognized by many organizations for the quality of its services: The leapfrog hospital safety grade uses 27 measures of publicly available hospital safety data to assign a, b, c, d, and f grades to more than 2,600 u.s. hospitals twice per year. Amh was awarded an "b" grade in the spring of 2025 and an "a" grade for the fall of 2025 for patient safety in the leapfrog hospital safety grade. Jefferson abington hospital has earned recertification as a comprehensive cardiac center, the highest level of cardiac certification awarded by the joint commission and the american heart association. The designation places jefferson abington hospital among a group of only 22 hospitals nationwide. To earn recertification as a comprehensive cardiac center, hospitals are thoroughly evaluated and are recognized for providing the highest quality of care. Additionally, these facilities are recognized for their demonstrated commitment to clinical excellence across the full continuum of cardiac care, including disease prevention, diagnosis, treatment and rehabilitation. U.s. news and world report: amh ranked 8th in the philadelphia metro area; 17th in pennsylvania in "best regional hospitals ranking high performing in the following procedures/conditions: congestive heart failure, pacemaker implantation, hip replacement, knee replacement, back surgery (spinal fusion), colon cancer surgery, leukemia, lymphoma, & myeloma, chronic obstructive pulmonary disease, stroke, diabetes, and kidney failure. Jefferson abington hospital and jefferson einstein montgomery hospital were recognized by 2025-26 u.s. news & world report's annual list of best hospitals for maternity care. Jefferson Amh received the gold seal of approval from the joint commission for comprehensive stroke center and comprehensive cardiac center. Amh was granted the american heart association/american stroke association's get with the guideline's stroke gold plus with target: stroke elite honor roll and target: diabetes honor roll designations for its excellence in stroke care and its exceptional clinical care provided to people with type 2 diabetes who suffer a stroke or heart failure. Amh also received blue distinction center+ designation for cardiac care from independence blue cross. Amh has age-friendly health system designation from the institute for healthcare improvement. Additionally, amh has excellence in patient safety recognition from the hospital and healthsystem association of pennsylvania Amh's emergency trauma center accredited by the pennsylvania trauma systems foundation as a level ii trauma center. In addition, international accreditation commission - echocardiography - accredited facility. Additionally, amh achieved the national accreditation program for breast centers; also national silver award center of excellence. Jefferson abington hospital's bariatrics program achieved comprehensive center accreditation from the metabolic and bariatric surgery accreditation and quality improvement program. This accreditation formally acknowledges a commitment to providing and supporting quality improvement and patient safety efforts for metabolic and surgery patients. Jefferson abington hospital is also the first site in the country enrolled in an irb research trial for the neurosurgery department called assessment of gadolinium-based contrast agents on hyperfine swoop, an ultra-low-field mri system.
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSPhiladelphia magazine: several of our physicians have been named among the region's best by castle connolly and have been featured in previous issues of philadelphia magazine's top doctors. The medical intensive care unit (micu) at jefferson abington hospital has been awarded the silver beacon award for excellence by the american association of critical-care nurses (aacn)-a national recognition that honors units demonstrating exceptional care, collaboration, and outcomes in critical care settings. Jefferson health hospitals have earned statewide recognition from the hospital & healthsystem association of pennsylvania (hap) for their work to increase awareness about organ, eye, and tissue donation. The recognition is part of hap's 2024 donate life pennsylvania hospital challenge. Jefferson abington hospital, jefferson bucks hospital, jefferson frankford hospital, jefferson lansdale hospital and jefferson torresdale hospital each received a platinum designation. Jefferson lansdale and jefferson abington hospitals were recognized by becker's women's choice awards, for 2025-2026 best hospitals in the us the women's choice award for best hospitals. The women's choice award, recognized by becker's hospital review, has been a source of information on the best hospitals for women's healthcare. In 2025, the award recognized 300 hospitals as the top care facilities for women, based on clinical performance, patient satisfaction, and appropriate accreditations. The award is based on the most recent publicly available clinical data from cms and the hospital consumer assessment of healthcare providers and systems patient satisfaction survey results. The women's choice award is a valuable resource for women seeking healthcare, as it takes into account the preferences of women when selecting a hospital. The award's criteria ensure that the hospitals recognized are among the top 10% of the country, providing the highest level of care and commitment to patients' health and well-being. Clinical arears of distinction ============================== 1. Level ii trauma center 2. Comprehensive stroke center 3. Fertility & reproductive medicine 4. Level iii neonatal icu 5. Orthopedic & spine institute 6. Institute for metabolic & bariatric surgery 7. Aortic center 8. The vickie and jack farber institute of neuroscience 9. Bruce and robbi toll heart and vascular institute Community support, activities and programs ========================================== Outlined below are a number of amh community benefit programs. The information is not intended to be all-inclusive but rather provides additional information that further demonstrates how amh benefits the surrounding community in furthering its charitable tax-exempt purposes. Jefferson abington hospital provides access to affordable primary/preventative/specialty care through the following programs: - abington family medicine - abington dental clinic - hartnett health services, which recently expanded space to provide better services - ob/gyn clinic Jefferson abington hospital provides many free or low-cost programs throughout the year designed to educate the community regarding health risk factors, chronic disease prevention or to support early detection through health screenings. In addition to cardiovascular-related health screenings, a free cancer screening day is held annually. Jefferson abington hospital collaborates with many community organizations to support community health improvement initiatives. Jefferson abington hospital also provides programs and services designed to support seniors with activities, information and care close to home. A low-cost "memory fitness" program offers physical and social activities on an outpatient basis to sharpen the memory skills of older adults who are experiencing early memory loss. The eldermed program offers free senior membership program for people over age 60; provides insurance claims assistance/counseling, education, screenings, and health education programs, and a community resources center. All patients presenting with opioid use disorder or any substance use disorder can access the warm hand-off program at any amh location. Through this program, patients are connected to a certified recovery specialist and referred to a care provider at penn foundation, a non-profit organization that addresses substance use and mental health needs. In addition, amh provides a crisis team 24/7/365 days a year which also provides referrals and placement for those presenting with a substance use disorder. The hospital continues to provide communication each fall and spring for the national drug take back day to educate consumers to clean out their bathroom or kitchen cabinets from old prescription medications and to dispose of them at a safe drop off box location nearest their home. Many sites are located at pharmacies, township or police stations. Amh's alliance pharmacy also has a drop box located onsite for use by the community and workforce. Amh partners with the montgomery county public safety and the abington health foundation women's board, narcan kits were made available to patients in jefferson abington hospital's emergency trauma center. Amh participates in the state's prescription drug monitoring program: providers get a complete picture of their patient's controlled substance prescription histories. The jefferson health abington dental care access program provides essential dental services to underinsured and uninsured residents of the greater north penn community through a network of dentists from montgomery bucks dental society. Since its inception in 2014, the program has provided more than $1m in dental services and served approximately 1,000 community members by year's end. Amh, in addition to those outlined above, offers numerous other community programs and activities including, but not limited to the following: - maternity education classes and support (including baby care basics, breastfeeding, childbirth preparation, caring for baby and others) - sponsorship of community meetings - bereavement summer camp - camp charlie - hospital holiday program with gift card program - sexual assault nurse examiner program - pre-med volunteer program Amh educational programs ======================== As a teaching hospital, jefferson abington hospital educates many physicians, nurses and allied healthcare professionals. The hospital maintains residency programs in family medicine, internal medicine, ob/gyn, general surgery and dentistry. Amh was founded as a teaching hospital and believes that educating the public as well as future generations of medical professionals is an important part of its mission to serve its community's complete healthcare needs including the american heart association cpr training center and faith community network. Volunteers ========== Members of our community volunteered over 54,860 hours to serve the healthcare needs of their neighbors. Ah has dedicated itself to the community by providing a department responsible for the community health needs assessments, implementation plans, community benefit initiatives, health education, screenings, faith community network, cpr training center, and a chronic disease management program. In addition, amh provides clinics to serve those in need including primary care and specialty clinics geographically located within the service area. Alignment with community benefit ================================ Jefferson abington hospital develops targeted health outreach programs and screenings in response to the identified needs of our community in concert with the mission of jefferson health: we improve lives. We work to create the healthiest community by orchestrating targeted outreach for maximum community benefit, while reducing health disparities: Jefferson abington hospital provides access to affordable primary/preventative/ specialty care through the following programs: - abington family medicine - abington dental clinic - hartnett health services, which recently expanded space to provide better services - ob/gyn clinic
CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTSJefferson abington hospital provides many free or low-cost programs throughout the year designed to educate the community regarding health risk factors, chronic disease prevention or to support early detection through health screenings. In addition to cardiovascular-related health screenings, a free cancer screening day is held twice a year. Jefferson abington hospital collaborates with many community organizations to support community health improvement initiatives. - jefferson abington hospital also provides programs and services designed to support seniors with activities, information and care close to home. A low-cost "memory fitness" program offers physical and social activities on an outpatient basis to sharpen the memory skills of older adults who are experiencing early memory loss. - jah safe center - jah warm hand off program for mental health - 988 campaign (national suicide hotline awareness) - integrated social worker/ care coordinator for mental health services into jefferson owned primary care physician offices - provided mhfa (mental health first aid education) for community (partnered with mcoph) Partnering with the montgomery county public safety and the abington health foundation women's board, narcan kits were made available to patients in jefferson abington hospital's emergency trauma center. - jefferson abington hospital provides free health education, screenings, in-kind donations and other community support. - as a teaching hospital, jefferson abington hospital educates many physicians, nurses and allied healthcare professionals. The hospital maintains residency programs in family medicine, internal medicine, ob/gyn, general surgery and dentistry.
CORE FORM, PART V, SECTION A; QUESTION 15BRIAN SWEENEY, RN, MBA, FACHE IS AN OFFICER/VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. SWEENEY ALSO SERVES AS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWEENEY RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. MR. SWEENEY'S COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, Abington memorial Hospital FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. Effective February 2025, Thomas j. Marchozzi, MBA, CPA became AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley Hospital. ACCORDINGLY, Lehigh Valley Hospital FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO His COMPENSATION IN EXCESS OF $1M. FROM JULY 2024 TO FEBRUARY 2025, JOHN P. MORDACH WAS an OFFICER OF THIS ORGANIZATION; AN UNCOMPENSATED POSITION. MR. MORDACH RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M.
CORE FORM, PART VI, SECTION A; QUESTION 2NEAL PEARLSTINE, ESQ. AND BRUCE GOODMAN - BUSINESS RELATIONSHIP
CORE FORM, PART VI, SECTION A; QUESTION 3THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS.
CORE FORM, PART VI, SECTION A; QUESTION 4The governing documents of the organization were updated and amended during the year to ensure governance provisions are consistent across Thomas Jefferson University/Jefferson Health affiliates. The organization remains an internal revenue code section 501(c)(3) tax-exempt organization and its ultimate sole member remains Thomas Jefferson University; a related internal revenue code section 501(c)(3) tax-exempt organization.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7Jefferson Health Corporation ("JHC") is the sole member of this organization. Thomas Jefferson University ("TJU") is the sole corporate member of JHC. TJU has the ultimate authority and right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws.
CORE FORM, PART VI, SECTION B; QUESTION 11BThe organization is an affiliate within Thomas Jefferson University/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("System"), with a tripartite mission of education, research and patient care. The organization's federal form 990 was provided to each voting member of the organization's governing body prior to filing with the Internal Revenue Service ("IRS"). As part of the tax return preparation process the organization hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the federal form 990. The CPA firm's tax professionals worked closely with the System's finance personnel and various other system individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal form 990 and furnished it to the System's internal working group for their review. The internal working group reviewed the draft Federal form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft Federal form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the form 990 was provided to the Thomas Jefferson University's finance, assurance & compliance committee and the CPA firm made a presentation to the committee regarding the System's Forms 990 together with a healthcare industry tax update.
CORE FORM, PART VI, SECTION B; QUESTION 12THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT-OF-INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT-OF-INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT-OF-INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT-OF-INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE JCORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY.
CORE FORM, PART VII AND SCHEDULE JCRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. Effective February 2025, Thomas j. Marchozzi, MBA, CPA became AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley Hospital. ACCORDINGLY, His REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE Lehigh Valley Hospital (EIN: 23-1689692) FEDERAL FORM 990. PLEASE REFER TO THE Lehigh Valley Hospital FEDERAL FORM 990 FOR THIS INFORMATION. FROM JULY 2024 TO FEBRUARY 2025, JOHN P. MordaCH WAS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH WAS EMPLOYED BY AND RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. MICHAEL B. WALSH is a former officer of this organization. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION.
CORE FORM, PART VII, SECTION A, COLUMN BTHE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART X; LINE 25THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024C; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024D; AND - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024E. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES MAY REFLECT A TJU OBLIGATED GROUP LIABILITY. THE MEMBERS OF THE OBLIGATED GROUP CONSIST OF THE FOLLOWING: - THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651 - THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC., EIN: 23-2829095 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL, EIN: 26-3359979 - JEFFERSON HEALTH - NORTHEAST, EIN: 23-0596940 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH FACILITIES, INC., EIN: 22-2442032 - KENNEDY MEDICAL GROUP PRACTICE, P.C., EIN: 46-1420853 - THE MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS, EIN: 23-1476328 - JEFFERSON HEALTH CORPORATION, EIN: 23-2290323 - ALBERT EINSTEIN MEDICAL CENTER, EIN: 23-1396794 - EINSTEIN COMMUNITY HEALTH ASSOCIATES, INC., EIN: 23-2760086 - EINSTEIN MEDICAL CENTER MONTGOMERY, EIN: 20-4193243 - EINSTEIN PRACTICE PLAN, INC., EIN: 23-2664784 - FORNANCE PHYSICIAN SERVICES, EIN: 23-2275991 - MONTGOMERY HEALTH FOUNDATION, EIN: 22-2456265 - LEHIGH VALLEY HOSPITAL, INC., EIN: 23-1689692 - LEHIGH VALLEY HOSPITAL - HAZELTON, EIN: 23-2421970 - LEHIGH VALLEY HOSPITAL - POCONO, EIN: 24-0795623 - LEHIGH VALLEY HOSPITAL - SCHUYLKILL, EIN: 23-1352202 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED WITHIN THOMAS JEFFERSON UNIVERSITY'S (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDED JUNE 30, 2025.
CORE FORM, PART XI; QUESTION 9OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION - $6,361,511; - CHANGE IN VALUE OF EXTERNAL TRUSTS (DONOR RESTRICTED) - $3,902,338; - NET ASSETS RELEASED FROM RESTRICTION (DONOR RESTRICTED) - ($2,249,995); - CHANGE IN PENSION LIABILITY - ($23,158,389); AND - OTHER CHANGES IN NET ASSETS - $10.
CORE FORM, PART XII; QUESTION 2THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. THOMAS JEFFERSON UNIVERSITY'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR.
FORM 990 PART IX LINE 11GDESCRIPTION:PURCHASED SERVICES TOTAL FEES:51220600
FORM 990 PART IX LINE 11GDESCRIPTION:CONTRACTED SERVICES TOTAL FEES:30602993
FORM 990 PART IX LINE 11GDESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:21379352
FORM 990 PART IX LINE 11GDESCRIPTION:BILLING AND COLLECTION TOTAL FEES:4592855
FORM 990 PART IX LINE 11GDESCRIPTION:CONSULTING SERVICES TOTAL FEES:3365846
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER SERVICES TOTAL FEES:5134716

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (58 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
ABINGTON HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232188052FUNDRAISINGPA501(C)(3)7JHCfalse
ALBERT EINSTEIN MEDICAL CENTER
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231396794HEALTH SVCS.PA501(C)(3)3JHCfalse
ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107460779942HEALTH SVCS.PA501(C)(3)10JMGfalse
ARIA HEALTH PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232691968HEALTH SVCS.PA501(C)(3)3JMGfalse
BCCT OVER CORP
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231352200HEALTH SVCS.PA501(C)(3)3JHCfalse
BROADLINE RISK RETENTION GROUP
100 BANK STREETBURLINGTONVT05401272583356INSURANCEVT501(C)(3)12AJHCfalse
EINSTEIN COMMUNITY HEALTH ASSOCIATES
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232760086HEALTH SVCS.PA501(C)(3)12AJHCfalse
EINSTEIN MEDICAL CENTER MONTGOMERY
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107204193243HEALTH SVCS.PA501(C)(3)3JHCfalse
EINSTEIN PRACTICE PLAN INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232664784HEALTH SVCS.PA501(C)(3)12AJHCfalse
EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232622004HEALTH SVCS.PA501(C)(3)10JEFFEX INCfalse
FAMILY CARE CENTERS INC
PO BOX 4000ALLENTOWNPA181054000232349341HEALTH SVCS.PA501(C)(3)3LVPGfalse
FORNANCE PHYSICIAN SERVICES INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232275991HEALTH SVCS.PA501(C)(3)12AJHCfalse
GHMC MANAGEMENT INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232225809MANAGEMENTPA501(C)(3)12AAEMCfalse
HAZLETON HEALTH & WELLNESS CENTER
PO BOX 4000ALLENTOWNPA181054000232580968HEALTH SVCS.PA501(C)(3)12BJHCfalse
HAZLETON PROFESSIONAL SERVICES
PO BOX 4000ALLENTOWNPA181054000205880364HEALTH SVCS.PA501(C)(3)3LVPGfalse
HEALTH PARTNERS FOUNDATION
901 MARKET STREET SUITE 500PHILADELPHIAPA19107311674587FUNDRAISINGPA501(C)(3)12AHPPfalse
HEALTH PARTNERS PLANS INC
901 MARKET STREET SUITE 500PHILADELPHIAPA19107232379751INSURANCEPA501(C)(4)JHNEfalse
JEFFERSON CLUB AKA JEFF FACULTY CLUB
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232167488HEALTH SVCS.PA501(c)(3)12ATJUfalse
JEFFERSON HEALTH - NORTHEAST
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107230596940HEALTH SVCS.PA501(C)(3)3JHCfalse
JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107237318683FUNDRAISINGPA501(C)(3)12AJHNEfalse
JEFFERSON HEALTH CORPORATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232290323MANAGEMENTPA501(C)(3)12ATJUfalse
JEFFERSON MEDICAL CARE
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232858320HEALTH SVCS.PA501(C)(3)12AJMGfalse
JEFFERSON MEDICAL GROUP
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107233026939HEALTH SVCS.PA501(C)(3)12BJHCfalse
JEFFERSON UNIVERSITY PHYSICIANS
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232809585HEALTH SVCS.PA501(C)(3)12AJMGfalse
JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107464855345HEALTH SVCS.NJ501(C)(3)12AJMGfalse
JEFFEX INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232622009HEALTH SVCS.PA501(C)(3)12ATJUHfalse
JUP of NJ KT PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107882234070Health svcs.PA501(C)(3)12AJMGfalse
KENNEDY HEALTH CARE FOUNDATION INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107800550282FUNDRAISINGNJ501(C)(3)7KUHfalse
KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222442032HEALTH SVCS.NJ501(C)(3)12AJHCfalse
KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107461420853HEALTH SVCS.NJ501(C)(3)10JMGfalse
KENNEDY PROPERTY CORPORATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222442034REAL ESTATENJ501(C)(3)12AKUHfalse
KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107221773439HEALTH SVCS.NJ501(C)(3)3JHCfalse
LANSDALE HOSPITAL
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107263359979HEALTH SVCS.PA501(c)(3)3JHCfalse
LEHIGH VALLEY HEALTH NETWORK
PO BOX 4000ALLENTOWNPA181054000222458317MANAGEMENTPA501(C)(3)12CJHCfalse
LEHIGH VALLEY HOSPITAL
PO BOX 4000ALLENTOWNPA181054000231689692HEALTH SVCS.PA501(C)(3)3JHCfalse
LEHIGH VALLEY HOSPITAL - HAZLETON
PO BOX 4000ALLENTOWNPA181054000232421970HEALTH SVCS.PA501(C)(3)3JHCfalse
LEHIGH VALLEY HOSPITAL - POCONO
PO BOX 4000ALLENTOWNPA181054000240795623HEALTH SVCS.PA501(C)(3)3JHCfalse
LEHIGH VALLEY HOSPITAL - SCHUYLKILL
PO BOX 4000ALLENTOWNPA181054000231352202HEALTH SVCS.PA501(C)(3)3JHCfalse
LEHIGH VALLEY PHYSICIAN GROUP
PO BOX 4000ALLENTOWNPA181054000232700908HEALTH SVCS.PA501(C)(3)3JHCfalse
LEONARD PARKER POOL INSTITUTE FOR HEALTH
PO BOX 4000ALLENTOWNPA181054000851211082FUNDRASINGPA501(C)(3)3LVHfalse
LVHN EMERGENCY MEDICAL SERVICES
PO BOX 4000ALLENTOWNPA181054000232532377HEALTH SVCS.PA501(C)(3)10JHCfalse
LVHN REALTY HOLDING COMPANY
PO BOX 4000ALLENTOWNPA181054000232245513REAL ESTATEPA501(C)(3)12CJHCfalse
METHODIST ASSOC IN HEALTHCARE OF NJ PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107223537847HEALTH SVCS.NJ501(c)(3)12AJMGfalse
METHODIST ASSOCIATES IN HEALTHCARE INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232678055HEALTH SVCS.PA501(C)(3)12AJMGfalse
MONTGOMERY HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222456265FUNDRAISINGPA501(C)(3)12BEMCMfalse
MONTGOMERY HOSPITAL
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231352193HEALTH SVCS.PA501(C)(3)3JHCfalse
MONTGOMERY HOSPITAL WORKERS COMP TRUST
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232351775HEALTH SVCS.PA501(C)(3)12AMHCfalse
PHILADELPHIA UNIVERSITY
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231352294EDUCATIONPA501(C)(3)2TJUfalse
POCONO HEALTH FOUNDATION
PO BOX 4000ALLENTOWNPA181054000232516451FUNDRASINGPA501(C)(3)12ALVHPfalse
POCONO HS MED PROFESS LIAB SELF INS TRST
PO BOX 4000ALLENTOWNPA181054000206560453INSURANCEPA501(C)(3)12ALVHPfalse
POCONO VNA-HOSPICE
PO BOX 4000ALLENTOWNPA181054000232535297HEALTH SVCS.PA501(C)(3)10LVHPfalse
SCHUYLKILL HEALTH SYSTEM MED GROUP INC
PO BOX 4000ALLENTOWNPA181054000232866006HEALTH SVCS.PA501(C)(3)10LVPGfalse
STAT MEDICAL TRANSPORT INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222443981HEALTH SVCS.NJ501(C)(3)10JHCfalse
SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232214351REAL ESTATEPA501(c)(2)JEFFEX INCfalse
THE MAGEE MEM'L HOSP FOR CONVALESCENTS
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231476328HEALTH SVCS.PA501(C)(3)3JHCfalse
THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107231352651EDUCATIONPA501(C)(3)2NAfalse
THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232829095HEALTH SVCS.PA501(C)(3)3JHCfalse
WALNUT HOME THERAPEUTICS INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232622006HEALTH SVCS.PA501(C)(3)10JEFFEX INCfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
1100 WALNUT ASSOC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232332396MEDICAL OFFICEPANA
CHP-LVHN JV LLC
1509 BANKS STREETHOUSTONTX770066019863918453HOSPITAL OPS.DENA
EASTERN PA ENDOSCOPY CTR
1501 N CEDAR CREST BLVD SUITE 100ALLENTOWNPA181042309842257961HEALTH SVCS.PANA
FAIRGROUNDS MEDICAL CENTER
400 N 17TH STREET SUITE 102ALLENTOWNPA181045052232530427REAL ESTATEPANA
HAZLETON SURGERY CENTER LLC
17480 DALLAS PARKWAY SUITE 210DALLASTX752877304201232531HEALTH SVCS.PANA
JEFF UNIV RAD ASSOC
840 CRESCENT CTR DRFRANKLINTN37067412043518HEALTH SVCS.PANA
JEFFHEDGE LLC
1301 2ND AVESEATTLEWA98101453214379INVESTMENTSDENA
JEFF-SOLIS MAMMOgr SVCS LLC
11601 DALLAS parkwayADDISONTX75001824363232HEALTH SVCS.DENA
JUNIATA MED BLD
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232450132MEDICAL OFFICEPANA
KENNEDY CH SURG
11221 ROE AVELEAWOODKS66211472462625SURGERY CENTERNJNA
LEHIGH VALLEY IMAGING LLC
1247 S CEDAR CREST BLVD SUITE 105ALLENTOWNPA181036202464551937HEALTH SVCS.PANA
LVHN RECIPROCAL RISK RETENTION GROUP
151 MEETING STREET SUITE 301CHARLESTONSC294012238200037118INSURANCEPANA
MLJH LLC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107821445171MEDICAL SERVICESPANA
MONROE ENDOSCOPY CENTER LLC
1501 N CEDAR CREST BLVD SUITE 100ALLENTOWNPA181042309884118030HEALTH SVCS.PANA
NAZARETH ENDOSCOPY CENTER LLC
1501 N CEDAR CREST BLVD SUITE 110ALLENTOWNPA181042309824072967HEALTH SVCS.PANA
PGC ENDO CTR FOR EXC LLC
700 COTTMAN AVEnuePHILADELPHIAPA19111472638657HEALTH SVCS.PANA
POCONO AMBULATORY SURGERY CENTER LTD
1 STORM STREETSTROUDSBURGPA183602406232611442HEALTH SVCS.PANA
POCONO HEALTH SYSTEM INV COLLAB LP
PO BOX 4000ALLENTOWNPA181054000472125419INVESTMENTSPANA
RIVERVIEW SURG CTR LLC
3 CRESCENT DRPHILADELPHIAPA19112263911509HEALTH SVCS.PANA
RIVERVIEW SURG CTR LP
3 CRESCENT DRPHILADELPHIAPA19112263910345HEALTH SVCS.PANA
ROTHMAN ORTHO SPEC HOSP
11221 ROE AVELEAWOODKS66211270260289HEALTH SVCS.PANA
SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP
PO BOX 4000ALLENTOWNPA181054000232514813REAL ESTATEPANA
TMB ENTERPRISE
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232400586MEDICAL OFFICEPANA
UHS-LVHN JV LLC
367 S GULPH ROADKING OF PRUSSIAPA194063121871641782HOSPITAL OPS.PANA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (27 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
925 WALNUT STREET CORP
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107841657497REAL ESTATEPANAS CORP.false
ATRIUM CORPORATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232075587HEALTH SVCS.PANAC CORP.false
CARBON SCHUYLKILL ENDOSCOPY CENTER INC
400 S NINTH STREETLEHIGHTONPA182351812731662391HEALTH SVCS.PANAS CORP.false
CMMC INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232256479REAL ESTATEPANAC CORP.false
EINSTEIN HEALTHCARE SYSTEMS INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232314938INACTIVEPANAC CORP.false
HEALTH CARE INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107200214524HEALTH SVCS.PANAC CORP.false
HEALTHMARK INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232259593HEALTH SVCS.PANAC CORP.false
JEFFCARE INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232830152HEALTH SVCS.PANAC CORP.false
JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107841980055HEALTH SVCS.NJNAC CORP.false
JEFFERSON PHYSICIAN SVCS OF CALIFORNIA
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107371856786INACTIVECANAC CORP.false
KENNEDY ACCESS INCORPORATED
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107472661672INVESTMENTSNJNAC CORP.false
KENNEDY MANAGEMENT GROUP INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107223347294MANAGEMENTNJNAC CORP.false
LEHIGH VALLEY HEALTH SERVICES INC
PO BOX 4000ALLENTOWNPA181054000232263665HEALTH SVCS.PANAC CORP.false
LEHIGH VALLEY PHYSICIAN HOSPITAL ORG INC
1605 N CEDAR CREST BLVD SUITE 411ALLENTOWNPA18104232750430HEALTH SVCS.PANAC CORP.false
MID-ATLANTIC MATERNAL FETAL INSTITUTE
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232922471INACTIVEPANAC CORP.false
MID-ATLANTIC MATERNAL FETAL INSTITUTE PC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107223536371INACTIVENJNAC CORP.false
PARTNERS INSURANCE COMPANY OF NJ
1101 MARKET STREET SUITE 2400PHILADELPHIAPA19107990925330INSURANCENJNAC CORP.false
PARTNERS INSURANCE COMPANY INC
1101 MARKET STREET SUITE 2400PHILADELPHIAPA19107883557817INSURANCEPANAC CORP.false
POPULYTICS INC
PO BOX 4000ALLENTOWNPA181054000232539282HEALTH SVCS.PANAC CORP.false
PROFESSIONAL MEDICAL MANAGEMENT INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107222559690INACTIVENJNAC CORP.false
REHAB VENTURES INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232619394INACTIVEPANAC CORP.false
SCHUYLKILL MEDICAL PLAZA - CONDO ASSOC
PO BOX 4000ALLENTOWNPA181054000232931821CONDO. ASSOC.PANAC CORP.false
SPECTRUM HEALTH VENTURES INC
PO BOX 4000ALLENTOWNPA181054000232391479HEALTH SVCS.PANAC CORP.false
SYSTEM SERVICE CORPORATION
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232218944HOLDING CO.DENAC CORP.false
TF DEVELOPMENT LTD
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232197865REAL ESTATEPANAC CORP.false
TJU INC
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232146678REAL ESTATEPANAC CORP.false
WALNUT REALTY CO
1101 MARKET STREET SUITE 2004PHILADELPHIAPA19107232332416REAL ESTATEPANAC CORP.false
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgfalseGiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgfalseLoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgfalseLoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgYes (true)PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (true)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgfalseReimbursementPaidByOtherOrgInd
Transfer To Other OrgfalseTransferToOtherOrgInd
Transfer From Other OrgfalseTransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART VFormAndLineReferenceDesc
ExplanationTHIS ORGANIZATION IS A MEMBER OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.ExplanationTxt