TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN 23-1352685)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-14
IRS object ID: 202611349349308646
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

Field	Value	IRS element (for citing)
Return	2026-05-14T14:15:06-05:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	PwC US Tax LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	2001 MARKET ST SUITE 1800	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19103	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-07-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	231352685	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% MEDHA NARVEKAR SECRETARY	InCareOfNm
Business Name Control	TRUS	BusinessNameControlTxt
Phone	2158988967	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3451 WALNUT STREET ROOM 310	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	191046284	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MARK DINGFIELD	PersonNm
Person Title	EXECUTIVE ASSOCIATE COMPTROLLER	PersonTitleTxt
Phone	2158988967	PhoneNum
Signature	2026-05-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	Yes (true)	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ANTONIO C RUSSO	PreparerPersonNm
PTIN	P00858539	PTIN
Phone	2673303000	PhoneNum
Preparation	2026-05-06	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DR J LARRY JAMESON	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3451 WALNUT STREET	AddressLine1Txt
City	PHILADLEPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19104	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$21,454,598,098	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.UPENN.EDU	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1740	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	THE PROVISION OF EDUCATION, RESEARCH, AND CHARITABLE PATIENT CARE SERVICES.	ActivityOrMissionDesc
Voting Members Governing Body	40	VotingMembersGoverningBodyCnt
Voting Members Independent	38	VotingMembersIndependentCnt
Total Employee	63003	TotalEmployeeCnt
Total Volunteers	29873	TotalVolunteersCnt
Total Gross UBI	$76,039,880	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$46,595,621	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$1,881,283,000	PYContributionsGrantsAmt
CY Contributions Grants	$1,989,116,000	CYContributionsGrantsAmt
PY Program Service Revenue	$7,398,261,644	PYProgramServiceRevenueAmt
CY Program Service Revenue	$8,199,959,237	CYProgramServiceRevenueAmt
PY Investment Income	$1,136,096,000	PYInvestmentIncomeAmt
CY Investment Income	$902,686,000	CYInvestmentIncomeAmt
PY Other Revenue	$331,425,356	PYOtherRevenueAmt
CY Other Revenue	$578,778,763	CYOtherRevenueAmt
PY Total Revenue	$10,747,066,000	PYTotalRevenueAmt
CY Total Revenue	$11,670,540,000	CYTotalRevenueAmt
PY Grants And Similar Paid	$643,902,139	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$675,616,764	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$5,388,173,999	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$5,886,033,000	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$751,461	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$646,000	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$141,804,010	CYTotalFundraisingExpenseAmt
PY Other Expenses	$3,967,094,401	PYOtherExpensesAmt
CY Other Expenses	$4,447,625,236	CYOtherExpensesAmt
PY Total Expenses	$9,999,922,000	PYTotalExpensesAmt
CY Total Expenses	$11,009,921,000	CYTotalExpensesAmt
PY Revenues Less Expenses	$747,144,000	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$660,619,000	CYRevenuesLessExpensesAmt
Total Assets BOY	$34,038,997,000	TotalAssetsBOYAmt
Total Assets EOY	$36,736,678,000	TotalAssetsEOYAmt
Total Liabilities BOY	$7,613,267,000	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$7,802,957,000	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$26,425,730,000	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$28,933,721,000	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") SEES ITSELF AS HAVING A PUBLIC SERVICE MISSION. IN SUCH REGARD, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$4,760,797,187	ExpenseAmt
Grant	$672,719,337	GrantAmt
Revenue	$3,507,863,237	RevenueAmt
Desc	EDUCATION, RESEARCH AND PUBLIC CHARITY- SEE SCHEDULE O FOR ADDITIONAL INFORMATION	Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

Field	Value	IRS element (for citing)
Expense	$5,138,960,683	ExpenseAmt
Grant	$3,583,964	GrantAmt
Revenue	$4,692,096,000	RevenueAmt
Desc	PATIENT CARE- SEE SCHEDULE O FOR ADDITIONAL INFORMATION	Desc

Field	Value	IRS element (for citing)
Total Program Service Expenses	$9,899,757,870	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	Yes (true)	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	Yes (true)	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	Yes (true)	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	Yes (true)	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	Yes (true)	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	Yes (true)	SchoolOperatingInd
Foreign Office	Yes (true)	ForeignOfficeInd
Foreign Activities	Yes (true)	ForeignActivitiesInd
More Than5000 K To Org	Yes (true)	MoreThan5000KToOrgInd
More Than5000 K To Individuals	Yes (true)	MoreThan5000KToIndividualsInd
Professional Fundraising	Yes (true)	ProfessionalFundraisingInd
Fundraising Activities	Yes (true)	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	Yes (true)	OperateHospitalInd
Audited Financial Stmt Att	Yes (true)	AuditedFinancialStmtAttInd
Grants To Organizations	Yes (true)	GrantsToOrganizationsInd
Grants To Individuals	Yes (true)	GrantsToIndividualsInd
Schedule J Required	Yes (true)	ScheduleJRequiredInd
Tax Exempt Bonds	Yes (true)	TaxExemptBondsInd
Invest Tax Exempt Bonds	false	InvestTaxExemptBondsInd
Escrow Account	false	EscrowAccountInd
On Behalf Of Issuer	false	OnBehalfOfIssuerInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	Yes (true)	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	Yes (true)	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	Yes (true)	DeductibleNonCashContriInd
Deductible Art Contribution	Yes (true)	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	Yes (true)	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	Yes (true)	RelatedOrganizationCtrlEntInd
Transaction With Control Ent	Yes (true)	TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	10630	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Backup Wthld Compliance	Yes (true)	BackupWthldComplianceInd
Employee	63003	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Foreign Financial Account	Yes (true)	ForeignFinancialAccountInd
Foreign Country	BC	ForeignCountryCd
Foreign Country	CA	ForeignCountryCd
Foreign Country	CJ	ForeignCountryCd
Foreign Country	CH	ForeignCountryCd
Foreign Country	HK	ForeignCountryCd
Foreign Country	IN	ForeignCountryCd
Foreign Country	EI	ForeignCountryCd
Foreign Country	SW	ForeignCountryCd
Foreign Country	TU	ForeignCountryCd
Foreign Country	UK	ForeignCountryCd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	Yes (true)	QuidProQuoContributionsInd
Quid Pro Quo Contri Discl	Yes (true)	QuidProQuoContriDisclInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Form8899 Filedind	false	Form8899Filedind
Form1098 C Filed	false	Form1098CFiledInd
DAF Excess Business Holdings	false	DAFExcessBusinessHoldingsInd
Taxable Distributions	false	TaxableDistributionsInd
Distribution To Donor	false	DistributionToDonorInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	Yes (true)	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	Yes (true)	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	40	GoverningBodyVotingMembersCnt
Independent Voting Member	38	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	Yes (true)	InvestmentInJointVentureInd
Written Policy Or Procedure	Yes (true)	WrittenPolicyOrProcedureInd
States Where Copy Of Return Is Fld	AK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CO	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	CT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	DC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	FL	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KS	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	KY	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	LA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MD	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MI	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	MN	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	NH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	ND	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OH	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OK	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	OR	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	SC	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	UT	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WA	StatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is Fld	WV	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	MEDHA NARVEKAR SECRETARY	PersonNm
Phone	2158987005	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	211 COLLEGE HALL	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	191046303	ZIPCd

Field	Value	IRS element (for citing)
Info In Schedule O Part VII	Yes (X)	InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (96 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Key EmployeeKeyEmployeeInd	Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd	Highest Compensated EmployeeHighestCompensatedEmployeeInd
JAMESON J LARRY DR
TRUSTEE & PRES.- AS OF 3/13/25	55.0	0.0	Yes (X)	Yes (X)	$5,459,518	$0	$2,583,825
AMMON PETER
CHIEF INVESTMENT OFFICER	55.0	0.0			$5,122,459	$0	$2,023,937	Yes (X)
MAGILL M ELIZABETH
FORMER PRESIDENT	0.0	0.0			$4,210,289	$0	$247,478		Yes (X)
CARNAROLI CRAIG
EXECUTIVE VP	54.0	1.0		Yes (X)	$3,784,067	$0	$608,993
MAHONEY KEVIN
CEO, UPHS	42.0	13.0			$2,954,787	$0	$374,377	Yes (X)
KASPER KEITH
EXEC. VP & CAO, UPHS	41.0	14.0			$2,762,775	$0	$237,535	Yes (X)
YOSHOR DANIEL MD
NEUROSURGERY	55.0	0.0			$2,853,215	$0	$91,097			Yes (X)
ADZICK N SCOTT MD
CHOP - SURGERY	55.0	0.0			$2,755,817	$0	$58,113			Yes (X)
TAYLOR JESSE MD
CHOP - PLASTIC SURGERY	55.0	0.0			$2,397,226	$0	$64,017			Yes (X)
MARCOTTE PAUL MD
NEUROSURGERY	55.0	0.0			$2,308,362	$0	$44,604			Yes (X)
WELCH WILLIAM MD
NEUROSURGERY	55.0	0.0			$2,208,497	$0	$75,471			Yes (X)
EPSTEIN JON MD
EXEC VP & DEAN MS-AS OF 3/1/25	55.0	0.0		Yes (X)	$1,920,577	$0	$58,408
DRISCOLL DEBORAH A MD
SVP CPUP, VICE DEAN PSOM	53.0	2.0			$1,701,819	$0	$35,909	Yes (X)
VOLPE MICHELLE
SVP & CEO, UPHS	50.0	5.0			$1,482,456	$0	$12,018	Yes (X)
CUNNINGHAM REGINA
CEO HUP	54.0	1.0			$1,442,778	$0	$18,972	Yes (X)
HUSSON JAMES
VP DEV & ALUM REL- THRU 3/3/25	55.0	0.0		Yes (X)	$1,245,498	$0	$143,363
JACKSON JOHN PHD
PROVOST	54.0	1.0		Yes (X)	$1,154,217	$0	$98,633
WHITE WENDY
SVP & GENERAL COUNSEL	54.0	1.0		Yes (X)	$1,160,692	$0	$62,823
ASCH DAVID
SVP STRATEGIC INITIATIVES	55.0	0.0			$1,015,602	$0	$72,335	Yes (X)
NARVEKAR MEDHA
VP & SECRETARY	55.0	0.0		Yes (X)	$857,568	$0	$94,904
PUCHTLER JULIA
SVP & CFO, UPHS	44.0	11.0			$853,431	$0	$90,216	Yes (X)
MURPHY THOMAS
SVP ISC & CIO	55.0	0.0		Yes (X)	$792,934	$0	$103,538
MASOTTI CHRISTOPHER
VICE DEAN, ADMINISTRATION PSOM	55.0	0.0			$728,919	$0	$98,973	Yes (X)
SESTITO JOHN
VP & EXECUTIVE DIRECTOR CPUP	55.0	0.0			$801,450	$0	$18,762	Yes (X)
PAPAGEORGE ANNE
SR VP FACILITIES & REAL ESTATE	53.0	2.0		Yes (X)	$732,572	$0	$78,757
GRIFFO KATHRYN
VP DEV & ALUM REL-AS OF 4/1/25	55.0	0.0		Yes (X)	$694,618	$0	$114,567
GUTMANN AMY
FORMER PRESIDENT	0.0	0.0			$753,928	$0	$40,362		Yes (X)
DINGFIELD MARK
VP FINANCE & TREASURER	54.0	1.0		Yes (X)	$704,244	$0	$80,059
MITCHELL JOANN
SVP FOR INSTITUTIONAL AFFAIRS	55.0	0.0		Yes (X)	$699,699	$0	$54,049
LEWIS TREVOR
VP BUDGET & MGMT ANALYSIS	55.0	0.0		Yes (X)	$587,640	$0	$86,694
COOPER JEFFREY
VP GOV'T & COMMUNITY RELATIONS	55.0	0.0		Yes (X)	$609,168	$0	$31,018
CITRO MICHAEL
VP & CHIEF OF STAFF	54.0	1.0		Yes (X)	$560,444	$0	$70,208
HEUER JOHN J
FORMER SVP HUMAN RESOURCE	55.0	0.0			$511,308	$0	$85,548		Yes (X)
PRITCHETT WENDELL
FORMER PROVOST	53.0	2.0			$527,870	$0	$67,181		Yes (X)
LOPEZ STACEY
VP INSTITUTIONAL RESEARCH	55.0	0.0		Yes (X)	$519,218	$0	$61,919
PELLICANO GREGORY
VP AUDIT, COMPLIANCE & PRIV'Y	54.0	1.0		Yes (X)	$471,615	$0	$83,365
JOHNSTON ELIZABETH
FORMER EXEC. DIRECTOR CPUP	54.0	1.0			$525,042	$0	$12,084		Yes (X)
HOWARD CHARLES
VP SOC EQ & COMM, UNIV. CHAPLN	55.0	0.0		Yes (X)	$399,082	$0	$114,111
COWENHOVEN ANNA
VP COMMUNICATNS- THRU 8/1/24	55.0	0.0		Yes (X)	$440,737	$0	$58,220
DILEO RUSSELL
COMPTROLLER	54.0	1.0		Yes (X)	$426,008	$0	$72,020
ANDERSON KATHLEEN
VP FOR PUBLIC SAFETY	54.0	1.0		Yes (X)	$386,142	$0	$64,568
WITT MARIE
FORMER VP BUSINESS SERVICES	55.0	0.0			$394,352	$0	$50,296		Yes (X)
WASHINGTON FELICIA
VP HUMAN RESRCS- AS OF 10/1/24	55.0	0.0		Yes (X)	$307,271	$0	$19,015
ROST GREGORY
FORMER SVP & CHIEF OF STAFF	0.0	0.0			$229,010	$0	$34,997		Yes (X)
MACCARTHY STEPHEN J
FORMER VP COMMUNICATIONS	55.0	0.0			$246,134	$0	$10,729		Yes (X)
SCALES MICHAEL
VP BUSINESS SRVCS	55.0	0.0		Yes (X)	$216,739	$0	$23,663
QUINN PETER
FORMER SVP, VICE DEAN, PROF SR	54.0	1.0			$104,199	$0	$34,819		Yes (X)
LAU JOAN MD
TRUSTEE; ADJ. PROFESSOR	2.0	0.0	Yes (X)		$33,104	$0	$0
IMASOGIE OSAGIE O ESQ
TRUSTEE; LECTURER	2.0	0.0	Yes (X)		$6,000	$0	$0
AHMAD HYDER
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
ALBER LAURA J
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
BANDEEN BONNIE MIAO
TRUSTEE- THRU 12/31/24	2.0	0.0	Yes (X)		$0	$0	$0
BARRETT MICHAEL L
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
BLITZER DAVID S
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
BRADY ALLISON W
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
CAREY II WILLIAM POLK
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
DINAN JAMES G
TRUSTEE- COMMITTEE CHAIR	3.0	0.0	Yes (X)		$0	$0	$0
DURAN ALBERTO IVAN
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
ERCIL ALP
TRUSTEE- AS OF 1/1/25	2.0	0.0	Yes (X)		$0	$0	$0
ERTEL DAVID
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
FRANKLIN CHRISTOPHER H
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
HAIDAS ALEX
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
HOLMAN WENDY COMMINS
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
HOWELL JR LLOYD W
TRUSTEE- THRU 12/31/24	2.0	0.0	Yes (X)		$0	$0	$0
JERATH LYNN J
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
JOHNSON KEVIN
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
KARP ATHENA
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
KHADJENOURI MASSI
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
MARTIN PATRICIA MD
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
MCMORRIS MARC F
TRUSTEE- COMMITTEE CHAIR	3.0	0.0	Yes (X)		$0	$0	$0
MITCHELL MARSHALL PH
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
NEMIROVSKY OFER
TRUSTEE- THRU 12/31/24	2.0	0.0	Yes (X)		$0	$0	$0
O'HERN LYONS CATHERINE M
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
PAI DHANANJAY M
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
PEISACH CHERYL
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
PENN KEVIN S
TRUSTEE- THRU 12/31/24	2.0	0.0	Yes (X)		$0	$0	$0
PERRY RICHARD C
TRUSTEE- THRU 2/28/25	2.0	0.0	Yes (X)		$0	$0	$0
PINOLA KRISTA M
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
PLATT JULIE BEREN
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
PRICE MICHAEL J
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
RACHLEFF ANDREW S
TRUSTEE- THRU 6/13/25	2.0	0.0	Yes (X)		$0	$0	$0
RAGHAVENDRAN RAMANAN
TRUSTEE- CHAIR	6.5	0.0	Yes (X)	Yes (X)	$0	$0	$0
RODRIGUEZ JENNIFER I
TRUSTEE- AS OF 4/14/25	2.0	0.0	Yes (X)		$0	$0	$0
SCHLEIN THEODORE E
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
SCHNITZER ALAN DAVID
TRUSTEE- COMMITTEE CHAIR	3.0	0.0	Yes (X)		$0	$0	$0
SCHWARTZ BRIAN D
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
SCHWARTZ JODI J ESQ
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
SEAMAN JULIE BREIER
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
SHAPIRO JOSH
EX-OFFICIO TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
SHOEMAKER JOHN P
TRUSTEE- THRU 4/14/25	2.0	0.0	Yes (X)		$0	$0	$0
SNIDER STACEY G
TRUSTEE- THRU 12/31/24	2.0	0.0	Yes (X)		$0	$0	$0
STAVIS ROBERT M
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
STONE HARLAN M
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
VAGUE RICHARD W
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
WEISS JILL L
TRUSTEE	2.0	0.0	Yes (X)		$0	$0	$0
GROSSMAN MATTHEW
VP COMMUNICATNS- AS OF 4/1/25	55.0	0.0		Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$52,707,525	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$7,397,058	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	14593	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	Yes (true)	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	Yes (true)	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
INTECH CONSTRUCTION LLC
3020 MARKET ST	PHILADELPHIA	PA	19104	CONSTRUCTION MGMT	$74,251,811
LF DRISCOLL COMPANY LLC
401 E CITY AVE STE 500	BALA CYNWYD	PA	19004	CONSTRUCTION MGMT	$59,142,534
P AGNES INC
2101 PENROSE AVE	PHILADELPHIA	PA	19145	CONSTRUCTION MGMT	$43,460,787
GILBANE BUILDING COMPANY
7 JACKSON WALKWAY	PROVIDENCE	RI	02903	CONSTRUCTION MGMT	$42,608,926
UCITY SQUARE ONE OWNER LLC
PO BOX 7410523 ATTN ENTITY 6900	CHICAGO	IL	606740523	CONSTRUCTION MGMT	$36,894,491

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	798	CntrctRcvdGreaterThan100KCnt
Fundraising	$313,955	FundraisingAmt
Government Grants	$1,150,145,000	GovernmentGrantsAmt
All Other Contributions	$838,657,045	AllOtherContributionsAmt
Noncash Contributions	$66,433,685	NoncashContributionsAmt
Total Contributions	$1,989,116,000	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt	Unrelated Business RevenueUnrelatedBusinessRevenueAmt
TUITION & FEES	900099	$1,890,577,000	$1,890,577,000
NET PATIENT SERVICE HEALTHCARE REVENUES	621110	$4,692,096,000	$4,692,096,000
AUXILIARY ENTERPRISES	611710	$1,575,805,000	$1,562,290,984	$13,514,016
OTHER PROGRAM SERVICE REVENUES	611710	$41,481,237	$35,470,745	$6,010,492

Field	Value	IRS element (for citing)
Total Program Service Revenue	$8,199,959,237	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$538,116,599	TotalRevenueColumnAmt
Unrelated Business Revenue	-$1,839,380	UnrelatedBusinessRevenueAmt
Exclusion	$539,955,979	ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$334,401	TotalRevenueColumnAmt
Exclusion	$334,401	ExclusionAmt

Royalties Revenue RoyaltiesRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$564,215,000	TotalRevenueColumnAmt
Exclusion	$564,215,000	ExclusionAmt

Gross Rents GrossRentsGrp

Field	Value	IRS element (for citing)
Real	$14,505,000	RealAmt
Personal	$15,000	PersonalAmt

Less Rental Expenses LessRentalExpensesGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$14,505,000	RealAmt
Personal	$15,000	PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$14,520,000	TotalRevenueColumnAmt
Exclusion	$14,520,000	ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

Field	Value	IRS element (for citing)
Securities	$10,147,909,000	SecuritiesAmt
Other	$0	OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

Field	Value	IRS element (for citing)
Securities	$9,783,674,000	SecuritiesAmt
Other	$0	OtherAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$364,235,000	SecuritiesAmt
Other	$0	OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$364,235,000	TotalRevenueColumnAmt
Unrelated Business Revenue	$58,354,752	UnrelatedBusinessRevenueAmt
Exclusion	$305,880,248	ExclusionAmt

Field	Value	IRS element (for citing)
Fundraising Gross Income	$427,861	FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event	$313,955	ContriRptFundraisingEventAmt
Fundraising Direct Expenses	$384,098	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$43,763	TotalRevenueColumnAmt
Exclusion	$43,763	ExclusionAmt

Field	Value	IRS element (for citing)
Gaming Gross Income	$0	GamingGrossIncomeAmt
Gaming Direct Expenses	$0	GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Gross Sales Of Inventory	$0	GrossSalesOfInventoryAmt
Cost Of Goods Sold	$0	CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$11,670,540,000	TotalRevenueColumnAmt
Related Or Exempt Func Income	$8,180,434,729	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$76,039,880	UnrelatedBusinessRevenueAmt
Exclusion	$1,424,949,391	ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

Field	Value	IRS element (for citing)
Total	$18,845,690	TotalAmt
Program Services	$18,845,690	ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

Field	Value	IRS element (for citing)
Total	$654,119,575	TotalAmt
Program Services	$654,119,575	ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

Field	Value	IRS element (for citing)
Total	$2,651,499	TotalAmt
Program Services	$2,651,499	ProgramServicesAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

Field	Value	IRS element (for citing)
Total	$63,977,125	TotalAmt
Program Services	$60,778,269	ProgramServicesAmt
Management And General	$3,198,856	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

Field	Value	IRS element (for citing)
Total	$18,774,395	TotalAmt
Program Services	$17,835,675	ProgramServicesAmt
Management And General	$938,720	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$4,432,801,480	TotalAmt
Program Services	$3,875,767,309	ProgramServicesAmt
Management And General	$487,608,163	ManagementAndGeneralAmt
Fundraising	$69,426,008	FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$321,000,000	TotalAmt
Program Services	$280,663,000	ProgramServicesAmt
Management And General	$35,310,000	ManagementAndGeneralAmt
Fundraising	$5,027,000	FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

Field	Value	IRS element (for citing)
Total	$742,984,000	TotalAmt
Program Services	$649,619,000	ProgramServicesAmt
Management And General	$81,728,000	ManagementAndGeneralAmt
Fundraising	$11,637,000	FundraisingAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$306,496,000	TotalAmt
Program Services	$267,981,000	ProgramServicesAmt
Management And General	$33,715,000	ManagementAndGeneralAmt
Fundraising	$4,800,000	FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

Field	Value	IRS element (for citing)
Total	$37,971,000	TotalAmt
Program Services	$23,542,000	ProgramServicesAmt
Management And General	$1,899,000	ManagementAndGeneralAmt
Fundraising	$12,530,000	FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$35,424,000	TotalAmt
Program Services	$29,402,000	ProgramServicesAmt
Management And General	$6,022,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$6,008,000	TotalAmt
Program Services	$5,227,000	ProgramServicesAmt
Management And General	$774,000	ManagementAndGeneralAmt
Fundraising	$7,000	FundraisingAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

Field	Value	IRS element (for citing)
Total	$405,000	TotalAmt
Program Services	$336,000	ProgramServicesAmt
Management And General	$69,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

Field	Value	IRS element (for citing)
Total	$646,000	TotalAmt
Fundraising	$646,000	FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$56,869,000	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$56,869,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$610,190,000	TotalAmt
Program Services	$520,972,000	ProgramServicesAmt
Management And General	$85,427,000	ManagementAndGeneralAmt
Fundraising	$3,791,000	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$31,764,000	TotalAmt
Program Services	$26,342,000	ProgramServicesAmt
Management And General	$5,082,000	ManagementAndGeneralAmt
Fundraising	$340,000	FundraisingAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$337,696,000	TotalAmt
Program Services	$304,312,000	ProgramServicesAmt
Management And General	$23,639,000	ManagementAndGeneralAmt
Fundraising	$9,745,000	FundraisingAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$25,157,000	TotalAmt
Program Services	$19,119,000	ProgramServicesAmt
Management And General	$4,140,000	ManagementAndGeneralAmt
Fundraising	$1,898,000	FundraisingAmt

Royalties RoyaltiesGrp

Field	Value	IRS element (for citing)
Total	$3,343,000	TotalAmt
Program Services	$3,343,000	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$412,535,000	TotalAmt
Program Services	$371,282,000	ProgramServicesAmt
Management And General	$36,917,000	ManagementAndGeneralAmt
Fundraising	$4,336,000	FundraisingAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$98,273,000	TotalAmt
Program Services	$86,695,000	ProgramServicesAmt
Management And General	$7,862,000	ManagementAndGeneralAmt
Fundraising	$3,716,000	FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$52,347,000	TotalAmt
Program Services	$37,979,000	ProgramServicesAmt
Management And General	$4,188,000	ManagementAndGeneralAmt
Fundraising	$10,180,000	FundraisingAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$102,270,000	TotalAmt
Program Services	$92,043,000	ProgramServicesAmt
Management And General	$10,227,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

Field	Value	IRS element (for citing)
Total	-$12,490,000	TotalAmt
Program Services	-$12,490,000	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$477,313,000	TotalAmt
Program Services	$429,582,000	ProgramServicesAmt
Management And General	$47,731,000	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$127,253,000	TotalAmt
Program Services	$110,710,000	ProgramServicesAmt
Management And General	$16,540,000	ManagementAndGeneralAmt
Fundraising	$3,000	FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$1,667,968,000	$1,667,968,000	$0	$0
OTHER TAXES	$240,297,000	$233,088,000	$7,183,000	$26,000
SUBSCRIPTIONS/DUES	$22,868,000	$19,895,000	$2,735,000	$238,000
ACADEMIC BAD DEBTS	$9,019,000	$7,847,000	$1,172,000	$0

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$105,145,236	TotalAmt
Program Services	$94,302,853	ProgramServicesAmt
Management And General	$7,384,381	ManagementAndGeneralAmt
Fundraising	$3,458,002	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,009,921,000	TotalAmt
Program Services	$9,899,757,870	ProgramServicesAmt
Management And General	$968,359,120	ManagementAndGeneralAmt
Fundraising	$141,804,010	FundraisingAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part X	Yes (X)	InfoInScheduleOPartXInd

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$2,691,665,000	BOYAmt
EOY	$2,956,314,000	EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$340,155,000	BOYAmt
EOY	$340,219,000	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$956,597,000	BOYAmt
EOY	$1,013,181,000	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$3,742,340	BOYAmt
EOY	$4,036,561	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$597,500	BOYAmt
EOY	$532,500	EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

Field	Value	IRS element (for citing)
BOY	$44,378,160	BOYAmt
EOY	$42,625,939	EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$62,463,000	BOYAmt
EOY	$69,567,000	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$144,960,000	BOYAmt
EOY	$172,160,000	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$14,611,338,000	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$6,934,839,000	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$7,399,263,000	BOYAmt
EOY	$7,676,499,000	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$6,232,183,451	BOYAmt
EOY	$6,552,711,991	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$15,333,002,549	BOYAmt
EOY	$17,125,100,009	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Intangible Assets IntangibleAssetsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$829,990,000	BOYAmt
EOY	$783,731,000	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$34,038,997,000	BOYAmt
EOY	$36,736,678,000	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$3,626,113,000	BOYAmt
EOY	$3,663,857,000	EOYAmt

Grants Payable GrantsPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Deferred Revenue DeferredRevenueGrp

Field	Value	IRS element (for citing)
BOY	$140,054,000	BOYAmt
EOY	$137,441,000	EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$2,206,709,000	BOYAmt
EOY	$2,536,389,000	EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

Field	Value	IRS element (for citing)
BOY	$96,769,000	BOYAmt
EOY	$91,851,000	EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$1,543,622,000	BOYAmt
EOY	$1,373,419,000	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$7,613,267,000	BOYAmt
EOY	$7,802,957,000	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,737,005,000	BOYAmt
EOY	$17,256,448,000	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$10,688,725,000	BOYAmt
EOY	$11,677,273,000	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$26,425,730,000	BOYAmt
EOY	$28,933,721,000	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$34,038,997,000	BOYAmt
EOY	$36,736,678,000	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	$660,619,000	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$1,744,948,000	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	$102,424,000	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Consolidated Basis Fincl Stmt	Yes (X)	ConsolidatedBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	Yes (true)	FederalGrantAuditRequiredInd
Federal Grant Audit Performed	Yes (true)	FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
School	Yes (X)	SchoolInd

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,828,560,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,958,495,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,895,456,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,881,283,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,989,116,000	CurrentTaxYearAmt
Total	$9,552,910,000	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$1,828,560,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,958,495,000	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$1,895,456,000	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,881,283,000	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,989,116,000	CurrentTaxYearAmt
Total	$9,552,910,000	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$9,552,910,000	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$546,841,000	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$1,372,813,964	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$872,742,963	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$736,445,366	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,119,025,380	CurrentTaxYearAmt
Total	$4,647,868,673	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$15,899,306	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$18,986,572	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$10,679,955	CurrentTaxYearMinus1YearAmt
Current Tax Year	$46,595,621	CurrentTaxYearAmt
Total	$92,161,454	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$14,292,940,127	TotalSupportAmt
Gross Receipts Rltd Activities	$34,000,289,432	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.66837	PublicSupportCY170Pct
Public Support PY170	0.71119	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

Field	Value	IRS element (for citing)
Contributor	RESTRICTED	ContributorNum

Contributor Business Name ContributorBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	RESTRICTED	BusinessNameLine1

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	RESTRICTED	AddressLine1
Address Line2	RESTRICTED	AddressLine2
City	RESTRICTED	City
State	RESTRICTED	State
ZIP Code	RESTRICTED	ZIPCode

Field	Value	IRS element (for citing)
Total Contributions	RESTRICTED	TotalContributionsAmt

Schedule C IRS990ScheduleC

Field	Value	IRS element (for citing)
Total Grassroots Lobbying		TotalGrassrootsLobbyingGrp
Total Direct Lobbying		TotalDirectLobbyingGrp
Total Lobbying Expend		TotalLobbyingExpendGrp
Other Exempt Purpose Expend		OtherExemptPurposeExpendGrp
Total Exempt Purpose Expend		TotalExemptPurposeExpendGrp
Lobbying Nontaxable Amount		LobbyingNontaxableAmountGrp
Grassroots Nontaxable		GrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non Tx		TotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non Tx		TotLbbyExpendMnsLbbyngNonTxGrp
Volunteers	Yes (true)	VolunteersInd
Paid Staff Or Management	Yes (true)	PaidStaffOrManagementInd
Media Advertisements	false	MediaAdvertisementsInd
Mailings Members	false	MailingsMembersInd
Publications Or Broadcast	false	PublicationsOrBroadcastInd
Grants Other Organizations	false	GrantsOtherOrganizationsInd
Direct Contact Legislators	Yes (true)	DirectContactLegislatorsInd
Direct Contact Legislators	$1,200,096	DirectContactLegislatorsAmt
Rallies Demonstrations	false	RalliesDemonstrationsInd
Other Activities	false	OtherActivitiesInd
Total Lobbying Expenditures	$1,200,096	TotalLobbyingExpendituresAmt
Not Described Section501c3	false	NotDescribedSection501c3Ind
Form4720 Filed4912 Tax	0	Form4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE C, PART II-B, LINE 1(G)	FormAndLineReferenceDesc
Explanation	DETAIL OF LOBBYING ACTIVITIES THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") ALUMNI AND TRUSTEES OCCASIONALLY ENGAGE IN ADVOCACY RELATED TO FEDERAL AND STATE APPROPRIATIONS FOR PROGRAMS OF IMPORTANCE TO THE UNIVERSITY. THE UNIVERSITY MAINTAINS AN OFFICE OF FEDERAL RELATIONS, WHOSE MAIN FUNCTION IS TO KEEP THE UNIVERSITY COMMUNITY APPRISED OF FEDERAL DEVELOPMENTS WHICH MAY HAVE AN IMPACT ON THE UNIVERSITY, INCLUDING, AMONG OTHERS, PENDING CHANGES TO THE INTERNAL REVENUE CODE, RESEARCH FUNDING AND ISSUES OF STUDENT AID. THE UNIVERSITY, A PRIVATE NON-PROFIT EDUCATIONAL INSTITUTION, RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE AMOUNT AND CONTINUATION OF THESE APPROPRIATIONS ARE NOT GUARANTEED. THEREFORE, THE UNIVERSITY MAINTAINS AN OFFICE OF COMMONWEALTH RELATIONS IN ORDER TO SUPPORT, JUSTIFY, AND COORDINATE THESE APPROPRIATION REQUESTS BEFORE THE PENNSYLVANIA DEPARTMENT OF AGRICULTURE, OTHER APPROPRIATE AGENCIES OF THE EXECUTIVE BRANCH, AND THE GENERAL ASSEMBLY. THE MAJORITY OF THIS OFFICE'S EFFORTS ARE RELATED TO ACTIVITIES SUPPORTING THESE APPROPRIATION REQUESTS. ADDITIONALLY, THIS OFFICE MAY ALSO CONDUCT MINIMAL LOBBYING ACTIVITIES RELATED TO OTHER ISSUES, SUCH AS STUDENT AID AND OTHER PROGRAMS RELATED TO HIGHER EDUCATION. IN CONJUNCTION WITH THESE TYPES OF LOBBYING ACTIVITIES, THE UNIVERSITY HAS CONTRACTED WITH PROFESSIONAL LOBBYISTS TO CONTACT LEGISLATORS IN CONNECTION WITH THE UNIVERSITY'S ANNUAL APPROPRIATIONS. THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM, THROUGH ITS OFFICE OF GOVERNMENTAL AFFAIRS, CONDUCTED LOBBYING ACTIVITIES WITH RESPECT TO HEALTH CARE RELATED ISSUES AND LEGISLATION. THESE ACTIVITIES INCLUDED MEETING WITH LEGISLATORS, THEIR STAFF, GOVERNMENTAL OFFICIALS, AS WELL AS CONDUCTING SEMINARS.	ExplanationTxt

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Donor Advised Funds Held	10	DonorAdvisedFundsHeldCnt
Funds And Other Accounts Held	0	FundsAndOtherAccountsHeldCnt
Donor Advised Funds Contri	$84,257	DonorAdvisedFundsContriAmt
Funds And Other Accounts Contri	$0	FundsAndOtherAccountsContriAmt
Donor Advised Funds Grants	$729,306	DonorAdvisedFundsGrantsAmt
Funds And Other Accounts Grants	$0	FundsAndOtherAccountsGrantsAmt
Donor Advised Funds Vl EOY	$1,119,966	DonorAdvisedFundsVlEOYAmt
Funds And Other Accounts Vl EOY	$0	FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg Ctrl	Yes (true)	DisclosedOrgLegCtrlInd
Disclosed For Charitable Prps	Yes (true)	DisclosedForCharitablePrpsInd
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
Collection Used Pub Exhibition	Yes (X)	CollectionUsedPubExhibitionInd
Coll Used Scholarly Rsrch	Yes (X)	CollUsedScholarlyRsrchInd
Collection Used Preservation	Yes (X)	CollectionUsedPreservationInd
Coll Used Loan Or Exch Prog	Yes (X)	CollUsedLoanOrExchProgInd
Solicited Assets Sale	false	SolicitedAssetsSaleInd

CY Endwmt Fund CYEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$19,890,542,921	BeginningYearBalanceAmt
Contributions	$808,873,099	ContributionsAmt
Investment Earnings Or Losses	$2,364,656,405	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$1,009,682,806	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$22,054,389,619	EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$18,596,655,091	BeginningYearBalanceAmt
Contributions	$912,703,488	ContributionsAmt
Investment Earnings Or Losses	$1,334,231,366	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$953,047,024	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$19,890,542,921	EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$18,363,243,902	BeginningYearBalanceAmt
Contributions	$865,895,325	ContributionsAmt
Investment Earnings Or Losses	$251,536,764	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$884,020,900	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$18,596,655,091	EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$18,125,504,928	BeginningYearBalanceAmt
Contributions	$1,068,074,055	ContributionsAmt
Investment Earnings Or Losses	-$44,134,178	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$786,200,903	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$18,363,243,902	EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

Field	Value	IRS element (for citing)
Beginning Year Balance	$13,143,906,966	BeginningYearBalanceAmt
Contributions	$522,077,029	ContributionsAmt
Investment Earnings Or Losses	$5,154,234,442	InvestmentEarningsOrLossesAmt
Grants Or Scholarships	$0	GrantsOrScholarshipsAmt
Other Expenditures	$694,713,509	OtherExpendituresAmt
Administrative Expenses	$0	AdministrativeExpensesAmt
End Year Balance	$18,125,504,928	EndYearBalanceAmt

Field	Value	IRS element (for citing)
Board Designated Balance EOY	0.51830	BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY	0.48170	PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY	0.00000	TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org	Yes (true)	EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org	false	EndowmentsHeldRelatedOrgInd

Land LandGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$318,748,000	OtherCostOrOtherBasisAmt
Book Value	$318,748,000	BookValueAmt

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$11,104,427,219	OtherCostOrOtherBasisAmt
Depreciation	$5,072,019,000	DepreciationAmt
Book Value	$6,032,408,219	BookValueAmt

Field	Value	IRS element (for citing)
Leasehold Improvements		LeaseholdImprovementsGrp

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$2,628,160,781	OtherCostOrOtherBasisAmt
Depreciation	$1,862,820,000	DepreciationAmt
Book Value	$765,340,781	BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$560,002,000	OtherCostOrOtherBasisAmt
Depreciation	$0	DepreciationAmt
Book Value	$560,002,000	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Land Buildings	$7,676,499,000	TotalBookValueLandBuildingsAmt
Financial Derivatives		FinancialDerivativesGrp
Closely Held Equity Interests		CloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (3 entries)

DescDesc	Book ValueBookValueAmt	Method ValuationMethodValuationCd
VENTURE CAPITAL & OTHER INVEST	$14,799,647,870	F
REAL ESTATE	$2,266,209,139	F
INVESTMENT IN SUBSIDIARIES	$59,243,000	F

Field	Value	IRS element (for citing)
Total Book Value Securities	$17,125,100,009	TotalBookValueSecuritiesAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)

DescDesc	AmtAmt
DEPOSITS	$171,567,000
FEDERAL STUDENT LOAN ADVANCES	$27,978,000
ACCRUED RETIREMENT BENEFITS	$454,995,000
INTERCO DUE TO/(FROM) AFFILIATES	-$143,935,000
TAXABLE BOND LIABILITIES	$862,814,000

Field	Value	IRS element (for citing)
Total Liability	$1,373,419,000	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE D, PART II	CONSERVATION EASEMENTS ALTHOUGH THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA DOES NOT HOLD ANY CONSERVATION EASEMENTS, AS DEFINED PER THE FORM 990 INSTRUCTIONS, THE ORGANIZATION DOES HOLD A 25 YEAR EASEMENT FOR THE AGRICULTURAL PRESERVATION OF A PORTION OF THE LAND AT ITS NEW BOLTON CENTER SCHOOL OF VETERINARY MEDICINE, LOCATED IN KENNETT SQUARE, PA. ---------------
SCHEDULE D, PART III, LINE 1A	ACCOUNTING FOR COLLECTIONS THE FOLLOWING IS THE TEXT OF THE FOOTNOTE TO THE CONSOLIDATED AUDITED FINANCIAL STATEMENTS: CONTRIBUTIONS OF LIBRARY MATERIALS, AS WELL AS RARE BOOKS AND OTHER COLLECTIBLES, ARE NOT RECORDED FOR FINANCIAL STATEMENT PRESENTATION, WHILE PURCHASES ARE RECORDED AS OTHER OPERATING EXPENSES ON THE CONSOLIDATED STATEMENT OF ACTIVITIES IN THE PERIOD ACQUIRED. ---------------
SCHEDULE D, PART III, LINE 4	DESCRIPTION OF COLLECTIONS THE UNIVERSITY MAINTAINS 16 LIBRARIES. THE COLLECTIONS ENCOMPASS NUMEROUS FIELDS OF STUDY. THE UNIVERSITY'S DEPARTMENTAL LIBRARIES ARE GENERALLY SUBJECT SPECIFIC (MATH/PHYSICS/ASTRONOMY, FINE ARTS, BUSINESS, MUSIC, BIOMEDICAL, DENTAL MEDICINE, VETERINARY MEDICINE, ETC.) AND THE VAN PELT-DIETRICH LIBRARY CENTER HOUSES COLLECTIONS FROM ALL OF THESE AREAS, AS WELL AS THE RARE BOOK COLLECTION AND ALL OF THE HUMANITIES. SUBJECT HOLDINGS INCLUDE PHILOSOPHY, PSYCHOLOGY, RELIGION, HISTORY, GEOGRAPHY, ANTHROPOLOGY, RECREATION, SOCIAL SCIENCE, ECONOMICS, SOCIOLOGY, POLITICAL SCIENCE, LAW, EDUCATION, LITERATURE, SCIENCE, AGRICULTURE, TECHNOLOGY, MILITARY SCIENCE, AND GENERAL BIBLIOGRAPHY. THE LIBRARIES' COLLECTIONS, WHICH RANGE FROM OBJECTS AND ARTIFACTS TO PRINTED AND DIGITAL RESOURCES, DIRECTLY SUPPORT THE RESEARCH AND INSTRUCTION MISSION OF THE UNIVERSITY BY ENSURING ACCESS TO CURRENT AND HISTORICAL KNOWLEDGE. THE LIBRARIES STRIVE TO PRESERVE UNIQUE COLLECTIONS FOR FUTURE GENERATIONS AND EXHIBIT A PORTION OF THE COLLECTIONS ON A ROTATING BASIS FREE OF CHARGE. THE LIBRARIES' GENERAL COLLECTIONS ARE AVAILABLE TO THE PUBLIC ON SITE AND TO OTHER COMMUNITIES THROUGH VARIOUS INTERLIBRARY LOAN CONSORTIA. ITEMS FROM THE SPECIAL COLLECTIONS ARE LOANED TO OTHER INSTITUTIONS WITH ESTABLISHED EXHIBITION PROGRAMS WITH PROFESSIONAL STAFF PROFICIENT IN HANDLING AND EXHIBITING ITEMS SAFELY. THE UNIVERSITY DOES NOT SOLICIT OR RECEIVE DONATIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS TO BE SOLD IN ORDER TO RAISE FUNDS. ALL DONATIONS OF MATERIALS ARE ADDED TO THE EXISTING COLLECTIONS EXCEPT FOR NON-RARE, DUPLICATE ITEMS. THESE ITEMS ARE HELD FOR THE PERIOD SPECIFIED IN THE GIFT AGREEMENT (VARIES BY DONOR) OR A MINIMUM OF THREE YEARS BEFORE BEING REMOVED FROM THE COLLECTION. THE VALUE OF THESE MATERIALS IN THE MARKETPLACE IS NEGLIGIBLE, AND THEY ARE HANDLED THE SAME WAY THE LIBRARY HANDLES BOOKS THAT IT HAS PURCHASED THAT ARE NOW OUTDATED - IT SENDS THEM TO A NON-PROFIT VENDOR (BETTER WORLD BOOKS) WHO RESELLS THESE ITEMS, AND THE UNIVERSITY RECEIVES A PORTION OF THE SALE PRICE. THE TOTAL ACTIVITY WITH THIS VENDOR GENERATES LESS THAN $2K PER YEAR. THE UNIVERSITY OF PENNSYLVANIA ART COLLECTION INCLUDES OVER 8,000 ARTWORKS ACQUIRED DURING THE PAST 250 YEARS. THE COLLECTION IS DISPLAYED IN BUILDINGS AND OUTDOOR SPACES THROUGHOUT THE MAIN CAMPUS, THE MORRIS ARBORETUM, AND THE NEW BOLTON CENTER. DIVERSE IN SCOPE, THE COLLECTION INCLUDES PAINTING, SCULPTURE, WORKS ON PAPER, PHOTOGRAPHY, AND DECORATIVE ARTS. PENN'S ART COLLECTION IS INTENDED FOR THE ENRICHMENT OF ALL, AND ITS PUBLIC INSTALLATION ENHANCES THE DAILY EXPERIENCE OF STUDENTS, FACULTY, STAFF, AND COMMUNITY MEMBERS. THE PENN MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY HAS NOT SOLICITED OR RECEIVED DONATIONS OF ART, HISTORICAL TREASURES, OR OTHER SIMILAR ASSETS TO BE SOLD IN ORDER TO RAISE FUNDS RATHER THAN TO BE MAINTAINED AS PART OF THE ORGANIZATION'S COLLECTION. ANY PROSPECTIVE ACCESSIONING OR DEACCESSIONING OF MATERIALS IS REVIEWED BY THE MUSEUM'S ACQUISITIONS COMMITTEE IN ACCORDANCE WITH THE MUSEUM'S ACQUISITIONS POLICY AND PROCEDURES. ALL OBJECTS CONSIDERED FOR ACQUISITION ARE REVIEWED IN LIGHT OF THE 1970 UNESCO CONVENTION. OBJECTS OFFERED TO THE MUSEUM AND IMPORTED INTO THE UNITED STATES PRIOR TO THE ADOPTION OF THE UNESCO CONVENTION OF 1970 ARE CONSIDERED IN LIGHT OF THE LAWS IN PLACE IN THEIR COUNTRIES OF ORIGIN AT THE TIME OF THEIR DOCUMENTED APPEARANCE IN THE UNITED STATES. ACCESSIONED COLLECTIONS, WHICH ARE DOCUMENTED ARCHAEOLOGICAL AND ETHNOGRAPHIC MATERIAL, ARE ACQUIRED PRIMARILY FOR RESEARCH, EXHIBITION, AND PRESERVATION PURPOSES. THEY ARE ACCESSIONED UNDER THE CARE OF THE CURATORIAL SECTIONS. ARCHIVAL COLLECTIONS, WHICH ARE RECORDS OF EXPEDITIONS, RESEARCH, EXHIBITIONS, OR MUSEUM ADMINISTRATIVE RECORDS IN THE FORM OF EITHER DOCUMENTS OR VISUAL IMAGES (E.G. PHOTOGRAPHS) ARE ACCESSIONED UNDER THE CARE OF THE MUSEUM ARCHIVES. EDUCATIONAL MATERIALS, WHICH ARE OBJECTS WHOSE SOLE USE IS TO FACILITATE VARIOUS EDUCATIONAL PROGRAMS (E.G. OUTREACH PRESENTATIONS, TEACHERS' PACKAGES, OR CHILDREN'S WORKSHOPS) ARE DESIGNATED FOR TOUCHING AND HANDLING, ARE NOT ACCESSIONED AND ARE MANAGED BY THE LEARNING AND PUBLIC ENGAGEMENT DEPARTMENT. --------------------
SCHEDULE D, PART V, LINE 4	USE OF ENDOWMENT FUNDS DURING THE YEAR ENDED JUNE 30, 2025, THE UNIVERSITY'S ENDOWMENT CONSISTED OF 7,978 DONOR-RESTRICTED ENDOWMENT FUNDS AND 1,008 QUASI-ENDOWMENT FUNDS ESTABLISHED BY THE UNIVERSITY'S BOARD OF TRUSTEES TO BE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. DETAILS REGARDING THE VARIOUS ACTIVITIES CONDUCTED BY THE ORGANIZATION IN FURTHERANCE OF ITS TAX-EXEMPT PURPOSES CAN BE FOUND IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
SCHEDULE D, PART X, LINE 1	OTHER LIABILITIES DETAIL THE INTERCOMPANY DUE TO/(FROM) AFFILIATES BALANCE INCLUDES AMOUNTS OWED TO/(DUE FROM) AFFILIATES BASED UPON THE UNIVERSITY'S CENTRAL MANAGEMENT OF THE CASH HELD BY CERTAIN UNIVERSITY AFFILIATES. --------------------
SCHEDULE D, PART X, LINE 2	TEXT OF FIN 48 (ASC 740) FOOTNOTE THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. --------------------

Schedule E IRS990ScheduleE

Field	Value	IRS element (for citing)
Nondiscriminatory Policy Stmt	Yes (true)	NondiscriminatoryPolicyStmtInd
Policy Stmt In Brochures Etc	Yes (true)	PolicyStmtInBrochuresEtcInd
Plcy Pblczd Via Broadcast Media	Yes (true)	PlcyPblczdViaBroadcastMediaInd
Maintain Racial Comp Recs	Yes (true)	MaintainRacialCompRecsInd
Maintain Scholarships Recs	Yes (true)	MaintainScholarshipsRecsInd
Maintain Cpy Of Brochures Etc	Yes (true)	MaintainCpyOfBrochuresEtcInd
Maintain Cpy Of All Sol	Yes (true)	MaintainCpyOfAllSolInd
Discriminate Race Stdnts Rghts	false	DiscriminateRaceStdntsRghtsInd
Discriminate Race Admiss Plcy	false	DiscriminateRaceAdmissPlcyInd
Discriminate Race Emplm Fculty	false	DiscriminateRaceEmplmFcultyInd
Discriminate Race Schs	false	DiscriminateRaceSchsInd
Discriminate Race Educ Plcy	false	DiscriminateRaceEducPlcyInd
Discriminate Race Use Of Fclts	false	DiscriminateRaceUseOfFcltsInd
Discriminate Race Athlt Prog	false	DiscriminateRaceAthltProgInd
Discriminate Race Other Acty	false	DiscriminateRaceOtherActyInd
Government Financial Aid Rcvd	Yes (true)	GovernmentFinancialAidRcvdInd
Government Financial Aid Rvkd	false	GovernmentFinancialAidRvkdInd
Compliance With Rev Proc7550	Yes (true)	ComplianceWithRevProc7550Ind

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE E, LINE 3

PUBLICATION OF RACIALLY NONDISCRIMINATORY POLICY THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") DRAWS A SUBSTANTIAL PERCENTAGE OF ITS STUDENTS ON A NATIONWIDE AND WORLDWIDE BASIS AND FOLLOWS A RACIALLY NON-DISCRIMINATORY POLICY. THE UNIVERSITY PUBLISHES ITS RACIALLY NON-DISCRIMINATORY POLICY IN THE STUDENT CATALOGUE, ON ITS FINANCIAL AID APPLICATIONS, AND IN OTHER BROCHURES, WHICH DESCRIBE THE UNIVERSITY, ITS SCHOOLS, CENTERS, AND INSTITUTES. THE POLICY IS ALSO AVAILABLE ON THE UNIVERSITY'S HOMEPAGE. THEREFORE, THE UNIVERSITY IS IN COMPLIANCE WITH SECTIONS 4.02 AND 4.03 OF IRS REVENUE PROCEDURE 75-50. SEE: https://www.upenn.edu/ https://oeop.upenn.edu/resources/policies-handbooks-procedures --------------------

SCHEDULE E, LINE 6A

DESCRIPTION OF FINANCIAL AID/ASSISTANCE FROM GOV'T AGENCY THE UNIVERSITY IS A PRIVATE NON-PROFIT INSTITUTION THAT RECEIVES DIRECT ANNUAL NON-PREFERRED APPROPRIATIONS FROM THE COMMONWEALTH OF PENNSYLVANIA. THE UNIVERSITY ALSO RECEIVES VARIOUS GOVERNMENTAL FUNDING WHICH SUPPORTS ITS EDUCATIONAL, PATIENT CARE, AND RESEARCH MISSIONS.

Schedule F IRS990ScheduleF

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (95 entries)

RegionRegionTxt	OfficesOfficesCnt	EmployeeEmployeeCnt	Type Of Activities ConductedTypeOfActivitiesConductedTxt	Region Total ExpendituresRegionTotalExpendituresAmt	Specific Services ProvidedSpecificServicesProvidedTxt
Antarctica	0	0	Grantmaking	$500
Central America and the Caribbean	0	0	Program Services	$198,460	STUDY ABROAD/EDUCATION
Central America and the Caribbean	0	0	Program Services	$125,854	FIELD RESEARCH
Central America and the Caribbean	0	0	Program Services	$83,022	EDUCATION & TRAINING
Central America and the Caribbean	0	1	Send agents to seminar	$71,970
Central America and the Caribbean	0	0	Program Services	$44,061	STUDY ABROAD/RESEARCH
Central America and the Caribbean	0	0	Program Services	$24,393	SOCIAL RESEARCH
Central America and the Caribbean	0	0	Conduct board meetings	$6,480
Central America and the Caribbean	0	0	Program Services	$3,554	RECRUITING
Central America and the Caribbean	0	0	Fundraising	$3,329
Central America and the Caribbean	0	0	Grantmaking	$931
Central America and the Caribbean	0	0	Investments	$8,505,684,844
East Asia and the Pacific	0	4	Program Services	$2,651,007	STUDY ABROAD/EDUCATION
East Asia and the Pacific	0	1	Send agents to seminar	$1,778,758
East Asia and the Pacific	0	9	Program Services	$1,776,977	FIELD RESEARCH
East Asia and the Pacific	0	3	Fundraising	$1,619,137
East Asia and the Pacific	0	2	Program Services	$1,228,098	EDUCATION & TRAINING
East Asia and the Pacific	0	0	Grantmaking	$375,533
East Asia and the Pacific	0	0	Program Services	$246,976	CLINICAL TRIALS
East Asia and the Pacific	0	0	Program Services	$171,283	STUDY ABROAD/RESEARCH
East Asia and the Pacific	0	0	Program Services	$159,526	SOCIAL RESEARCH
East Asia and the Pacific	0	1	Program Services	$98,366	RECRUITING
East Asia and the Pacific	0	0	Conduct board meetings	$31,323
East Asia and the Pacific	0	0	Investments	$11,350,655
Europe (Including Iceland and Greenland)	1	90	Program Services	$8,226,768	FIELD RESEARCH
Europe (Including Iceland and Greenland)	0	3	Program Services	$6,191,683	STUDY ABROAD/EDUCATION
Europe (Including Iceland and Greenland)	0	1	Send agents to seminar	$5,369,722
Europe (Including Iceland and Greenland)	0	3	Program Services	$1,813,173	EDUCATION & TRAINING
Europe (Including Iceland and Greenland)	0	0	Grantmaking	$1,496,236
Europe (Including Iceland and Greenland)	0	13	Program Services	$706,847	SOCIAL RESEARCH
Europe (Including Iceland and Greenland)	0	0	Fundraising	$619,634
Europe (Including Iceland and Greenland)	0	0	Program Services	$358,347	STUDY ABROAD/RESEARCH
Europe (Including Iceland and Greenland)	0	0	Program Services	$260,859	RECRUITING
Europe (Including Iceland and Greenland)	0	0	Program Services	$109,346	CLINICAL TRIALS
Europe (Including Iceland and Greenland)	0	0	Conduct board meetings	$26,409
Europe (Including Iceland and Greenland)	0	0	Investments	$1,767,865,744
Middle East and North Africa	1	181	Program Services	$642,483	FIELD RESEARCH
Middle East and North Africa	0	0	Send agents to seminar	$440,927
Middle East and North Africa	0	0	Program Services	$429,018	STUDY ABROAD/EDUCATION
Middle East and North Africa	0	0	Fundraising	$173,490
Middle East and North Africa	0	0	Grantmaking	$172,703
Middle East and North Africa	0	1	Program Services	$84,318	EDUCATION & TRAINING
Middle East and North Africa	0	1	Program Services	$71,533	SOCIAL RESEARCH
Middle East and North Africa	0	0	Program Services	$48,407	RECRUITING
Middle East and North Africa	0	0	Program Services	$40,463	STUDY ABROAD/RESEARCH
Middle East and North Africa	0	0	Program Services	$23,000	CLINICAL TRIALS
North America	0	5	Program Services	$1,619,272	FIELD RESEARCH
North America	0	0	Program Services	$1,109,159	SOCIAL RESEARCH
North America	0	1	Send agents to seminar	$1,034,064
North America	0	0	Program Services	$116,339	STUDY ABROAD/EDUCATION
North America	0	0	Grantmaking	$74,254
North America	0	1	Program Services	$66,573	EDUCATION & TRAINING
North America	0	0	Program Services	$55,634	STUDY ABROAD/RESEARCH
North America	0	2	Fundraising	$51,171
North America	0	11	Program Services	$33,304	RECRUITING
North America	0	0	Program Services	$2,650	CLINICAL TRIALS
North America	0	0	Conduct board meetings	$1,042
North America	0	0	Investments	$43,298,195
Russia and the Newly Independent States	0	1	Program Services	$251,863	FIELD RESEARCH
Russia and the Newly Independent States	0	0	Program Services	$98,400	STUDY ABROAD/EDUCATION
Russia and the Newly Independent States	0	0	Send agents to seminar	$59,425
Russia and the Newly Independent States	0	0	Program Services	$1,687	STUDY ABROAD/RESEARCH
Russia and the Newly Independent States	0	0	Grantmaking	$800
South America	0	1	Program Services	$979,772	EDUCATION & TRAINING
South America	0	8	Program Services	$772,925	SOCIAL RESEARCH
South America	0	0	Program Services	$635,587	STUDY ABROAD/EDUCATION
South America	0	8	Program Services	$365,334	FIELD RESEARCH
South America	0	1	Send agents to seminar	$237,965
South America	0	0	Grantmaking	$126,146
South America	0	0	Program Services	$106,616	STUDY ABROAD/RESEARCH
South America	0	0	Fundraising	$50,731
South America	0	0	Program Services	$20,015	RECRUITING
South America	0	0	Program Services	$10,000	CLINICAL TRIALS
South Asia	0	2	Program Services	$481,348	FIELD RESEARCH
South Asia	0	1	Program Services	$370,232	EDUCATION & TRAINING
South Asia	0	0	Grantmaking	$255,184
South Asia	0	0	Send agents to seminar	$244,940
South Asia	0	0	Program Services	$182,854	STUDY ABROAD/EDUCATION
South Asia	0	3	Program Services	$116,606	SOCIAL RESEARCH
South Asia	0	0	Fundraising	$106,987
South Asia	0	0	Program Services	$50,821	STUDY ABROAD/RESEARCH
South Asia	0	0	Program Services	$18,372	RECRUITING
South Asia	0	0	Program Services	$4,000	CLINICAL TRIALS
Sub-Saharan Africa	2	80	Program Services	$3,841,624	FIELD RESEARCH
Sub-Saharan Africa	0	0	Program Services	$994,119	SOCIAL RESEARCH
Sub-Saharan Africa	0	0	Program Services	$759,477	STUDY ABROAD/EDUCATION
Sub-Saharan Africa	0	1	Program Services	$427,921	EDUCATION & TRAINING
Sub-Saharan Africa	0	3	Send agents to seminar	$215,908
Sub-Saharan Africa	0	0	Program Services	$166,678	CLINICAL TRIALS
Sub-Saharan Africa	0	0	Grantmaking	$149,210
Sub-Saharan Africa	0	1	Program Services	$145,940	STUDY ABROAD/RESEARCH
Sub-Saharan Africa	0	0	Conduct board meetings	$13,759
Sub-Saharan Africa	0	0	Program Services	$5,612	RECRUITING
Sub-Saharan Africa	0	0	Fundraising	$4,076
Sub-Saharan Africa	0	0	Investments	$494,823,740

Field	Value	IRS element (for citing)
Subtotal Offices	0	SubtotalOfficesCnt
Subtotal Employees	20	SubtotalEmployeesCnt
Continuation Total Office	4	ContinuationTotalOfficeCnt
Continuation Total Employee	424	ContinuationTotalEmployeeCnt
Total Office	4	TotalOfficeCnt
Total Employee	444	TotalEmployeeCnt
Subtotal Spent	$8,515,301,375	SubtotalSpentAmt
Continuation Spent	$2,362,163,103	ContinuationSpentAmt
Total Spent	$10,877,464,478	TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (43 entries)

RegionRegionTxt	Purpose Of GrantPurposeOfGrantTxt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
South Asia	SUPPORT	$247,730	WIRE	N/A	N/A
Sub-Saharan Africa	LIPMAN FAMILY PRIZE	$125,000	CHECKING	N/A	N/A
East Asia and the Pacific	RESEARCH AWARD	$120,000	PO	N/A	N/A
Europe (Including Iceland and Greenland)	STUDENT TUITION	$103,682	ELECTRONIC	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$86,106	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$82,934	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$79,746	PO	N/A	N/A
East Asia and the Pacific	RESEARCH AWARD	$77,525	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$75,954	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$75,147	PO	N/A	N/A
Europe (Including Iceland and Greenland)	STUDENT TUITION	$64,751	ELECTRONIC	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$55,331	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$53,426	PO	N/A	N/A
East Asia and the Pacific	RESEARCH AWARD	$52,965	PO	N/A	N/A
Europe (Including Iceland and Greenland)	THOURON AWARD	$49,910	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	THOURON AWARD	$49,669	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$48,876	PO	N/A	N/A
Middle East and North America	RESEARCH AWARD	$48,607	PO	N/A	N/A
East Asia and the Pacific	RESEARCH AWARD	$48,581	PO	N/A	N/A
Europe (Including Iceland and Greenland)	THOURON AWARD	$47,390	WIRE/CHECK	N/A	N/A
Middle East and North America	RESEARCH AWARD	$45,817	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$44,906	PO	N/A	N/A
Europe (Including Iceland and Greenland)	THOURON AWARD	$43,702	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$40,087	PO	N/A	N/A
Middle East and North America	RESEARCH AWARD	$39,717	PO	N/A	N/A
Europe (Including Iceland and Greenland)	THOURON AWARD	$39,381	WIRE/CHECK	N/A	N/A
North America	RESEARCH AWARD	$36,408	PO	N/A	N/A
Europe (Including Iceland and Greenland)	THOURON AWARD	$36,378	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$36,000	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$32,895	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$32,046	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$31,920	PO	N/A	N/A
Europe (Including Iceland and Greenland)	THOURON AWARD	$26,537	WIRE/CHECK	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$26,476	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$25,805	PO	N/A	N/A
Middle East and North America	RESEARCH AWARD	$24,149	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$23,148	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$21,754	PO	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$16,743	PO	N/A	N/A
Europe (Including Iceland and Greenland)	MILLER INNOVATION FELLOWSHIP AWARD	$15,000	ELECTRONIC	N/A	N/A
North America	RESEARCH AWARD	$12,500	PO	N/A	N/A
Europe (Including Iceland and Greenland)	STUDENT TUITION	$7,843	ELECTRONIC	N/A	N/A
Europe (Including Iceland and Greenland)	RESEARCH AWARD	$5,606	PO	N/A	N/A

Field	Value	IRS element (for citing)
Total501c3 Org	43	Total501c3OrgCnt
Total Other Org	0	TotalOtherOrgCnt

Foreign Individuals Grants ForeignIndividualsGrantsGrp (81 entries)

Type Of AssistanceTypeOfAssistanceTxt	RegionRegionTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Manner Of Cash DisbursementMannerOfCashDisbursementTxt	Description Of Non Cash AsstDescriptionOfNonCashAsstTxt	Valuation Method UsedValuationMethodUsedDesc
2024 PENN NURSING RENFIELD FDN AWARD	South America	1	$100,000	WIRE	N/A	N/A
GAPSA AWARDS	North America	15	$19,367	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	21	$19,347	NON-PO	N/A	N/A
GAPSA AWARDS	East Asia and the Pacific	5	$17,600	NON-PO	N/A	N/A
KOLB	Sub-Saharan Africa	1	$12,665	CONCUR	N/A	N/A
SUMMER INTERNSHIP	East Asia and the Pacific	1	$12,000	CHECKING	N/A	N/A
SUMMER INTERNSHIP	Middle East and North America	1	$10,750	CHECKING	N/A	N/A
SUMMER INTERNSHIP	South America	1	$10,000	CHECKING	N/A	N/A
SUMMER INTERNSHIP	South America	1	$8,000	CHECKING	N/A	N/A
SUMMER INTERNSHIP	Europe (Including Iceland and Greenland)	1	$8,000	CHECKING	N/A	N/A
SUMMER INTERNSHIP	Europe (Including Iceland and Greenland)	1	$8,000	CHECKING	N/A	N/A
GAPSA AWARDS	East Asia and the Pacific	11	$7,954	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	9	$7,920	NON-PO	N/A	N/A
AWARD	Sub-Saharan Africa	1	$7,596	CONCUR	N/A	N/A
GAPSA AWARDS	East Asia and the Pacific	5	$7,366	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	5	$6,622	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	6	$5,910	NON-PO	N/A	N/A
AWARD	Europe (Including Iceland and Greenland)	1	$5,000	CHECK/MARKET	N/A	N/A
KOLB	Europe (Including Iceland and Greenland)	1	$4,916	CONCUR	N/A	N/A
GAPSA AWARDS	South Asia	2	$4,893	NON-PO	N/A	N/A
GAPSA AWARDS	East Asia and the Pacific	6	$4,790	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	4	$4,440	NON-PO	N/A	N/A
GAPSA AWARDS	East Asia and the Pacific	1	$4,400	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	4	$4,313	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	6	$4,125	NON-PO	N/A	N/A
GAPSA AWARDS	South America	1	$3,700	NON-PO	N/A	N/A
KOLB	Europe (Including Iceland and Greenland)	1	$3,657	CONCUR	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	3	$3,550	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	3	$3,506	NON-PO	N/A	N/A
GAPSA AWARDS	East Asia and the Pacific	4	$3,499	NON-PO	N/A	N/A
GAPSA AWARDS	Sub-Saharan Africa	2	$2,970	NON-PO	N/A	N/A
GAPSA AWARDS	North America	3	$2,910	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	2	$2,622	NON-PO	N/A	N/A
GAPSA AWARDS	South America	4	$2,517	NON-PO	N/A	N/A
AWARD	East Asia and the Pacific	1	$2,100	NON-PO	N/A	N/A
PRIZES	East Asia and the Pacific	1	$2,000	ELECTRONIC	N/A	N/A
GAPSA AWARDS	East Asia and the Pacific	2	$1,644	NON-PO	N/A	N/A
RESEARCH AWARD	East Asia and the Pacific	3	$1,608	ELECTRONIC	N/A	N/A
GAPSA AWARDS	East Asia and the Pacific	2	$1,400	NON-PO	N/A	N/A
RESEARCH AWARD	South Asia	2	$1,310	ELECTRONIC	N/A	N/A
KOLB	South Asia	1	$1,251	CONCUR	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	1	$1,250	NON-PO	N/A	N/A
RESEARCH AWARD	East Asia and the Pacific	1	$1,200	ELECTRONIC	N/A	N/A
GAPSA AWARDS	Middle East and North Africa	1	$1,200	NON-PO	N/A	N/A
GAPSA AWARDS	Middle East and North Africa	1	$1,080	NON-PO	N/A	N/A
KAISER FAMILY FOUNDATION MERIT AWARD 2025	North America	1	$1,000	CHECKING	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	1	$1,000	NON-PO	N/A	N/A
PRIZES	Europe (Including Iceland and Greenland)	1	$1,000	ELECTRONIC	N/A	N/A
SUMMER STUDENT FIELD FUNDS	East Asia and the Pacific	1	$1,000	CONCUR	N/A	N/A
GORDION FUND	Europe (Including Iceland and Greenland)	1	$1,000	CONCUR	N/A	N/A
GAPSA AWARDS	Sub-Saharan Africa	2	$980	NON-PO	N/A	N/A
KOLB	Central America and the Caribbean	1	$931	CONCUR	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	1	$868	NON-PO	N/A	N/A
GAPSA AWARDS	Europe (Including Iceland and Greenland)	1	$840	NON-PO	N/A	N/A
GAPSA AWARDS	South America	1	$829	NON-PO	N/A	N/A
WIEP LA 2025 TRAVEL AWARD	Russia and the Newly Independent States	1	$800	CHECKING	N/A	N/A
RESEARCH AWARD	East Asia and the Pacific	1	$600	ELECTRONIC	N/A	N/A
RESEARCH AWARD	South America	1	$600	ELECTRONIC	N/A	N/A
RESEARCH AWARD	North America	1	$600	ELECTRONIC	N/A	N/A
RESEARCH AWARD	Europe (Including Iceland and Greenland)	1	$600	ELECTRONIC	N/A	N/A
RESEARCH AWARD	Europe (Including Iceland and Greenland)	1	$600	ELECTRONIC	N/A	N/A
RESEARCH AWARD	Europe (Including Iceland and Greenland)	1	$600	ELECTRONIC	N/A	N/A
RESEARCH AWARD	Middle East and North Africa	1	$600	ELECTRONIC	N/A	N/A
RESEARCH AWARD	East Asia and the Pacific	1	$600	ELECTRONIC	N/A	N/A
RESEARCH AWARD	Europe (Including Iceland and Greenland)	1	$600	ELECTRONIC	N/A	N/A
RESEARCH AWARD	Europe (Including Iceland and Greenland)	1	$600	ELECTRONIC	N/A	N/A
GAPSA AWARDS	Antarctica	1	$500	NON-PO	N/A	N/A
PRIZES	South America	1	$500	ELECTRONIC	N/A	N/A
PRIZES	East Asia and the Pacific	1	$500	ELECTRONIC	N/A	N/A
RESEARCH AWARD	East Asia and the Pacific	1	$500	ELECTRONIC	N/A	N/A
GAPSA AWARDS	East Asia and the Pacific	1	$500	NON-PO	N/A	N/A
PRIZES	Europe (Including Iceland and Greenland)	1	$500	ELECTRONIC	N/A	N/A
PRIZES	Europe (Including Iceland and Greenland)	1	$500	ELECTRONIC	N/A	N/A
PRIZES	Europe (Including Iceland and Greenland)	1	$500	ELECTRONIC	N/A	N/A
KOLB	Middle East and North Africa	1	$332	CONCUR	N/A	N/A
GAPSA AWARDS	Middle East and North Africa	1	$300	NON-PO	N/A	N/A
PRIZES	North America	1	$200	ELECTRONIC	N/A	N/A
PRIZES	East Asia and the Pacific	1	$200	ELECTRONIC	N/A	N/A
PRIZES	Middle East and North Africa	1	$150	ELECTRONIC	N/A	N/A
RESEARCH AWARD	North America	1	$113	ELECTRONIC	N/A	N/A
PRIZES	Europe (Including Iceland and Greenland)	1	$75	ELECTRONIC	N/A	N/A

Field	Value	IRS element (for citing)
Transfer To Foreign Corp	Yes (true)	TransferToForeignCorpInd
Interest In Foreign Trust	Yes (true)	InterestInForeignTrustInd
Foreign Corp Ownership	Yes (true)	ForeignCorpOwnershipInd
Passive Foreign Investmest Co	Yes (true)	PassiveForeignInvestmestCoInd
Foreign Partnership	Yes (true)	ForeignPartnershipInd
Boycott Countries	Yes (true)	BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE F, PART I, LINE 2	PROCEDURE FOR MONITORING THE USE OF GRANT FUNDS OUTSIDE THE U.S. THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA'S OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICIES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. --------------------
SCHEDULE F, PART II & III	DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA MAY MAKE SUB-CONTRACTS TO FOREIGN INSTITUTIONS TO PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-CONTRACTS AS GRANTS FOR FORM 990, SCHEDULE F, PART II AND III PURPOSES.

Schedule G IRS990ScheduleG

Field	Value	IRS element (for citing)
Mail Solicitations	Yes (X)	MailSolicitationsInd
Email Solicitations	Yes (X)	EmailSolicitationsInd
Phone Solicitations	Yes (X)	PhoneSolicitationsInd
In Person Solicitations	Yes (X)	InPersonSolicitationsInd
Solicitation Of Non Govt Grants	Yes (X)	SolicitationOfNonGovtGrantsInd
Solicitation Of Govt Grants	Yes (X)	SolicitationOfGovtGrantsInd
Special Fundraising Events	Yes (X)	SpecialFundraisingEventsInd
Agrmt Prof Fundraising Acty	Yes (true)	AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	ActivityActivityTxt	Fundraiser Control Of FundsFundraiserControlOfFundsInd	Gross ReceiptsGrossReceiptsAmt	Retained By ContractorRetainedByContractorAmt	Net To OrganizationNetToOrganizationAmt
RUFFALO NOEL LEVITZ
1025 KIRKWOOD PARKWAY SW	CEDAR RAPIDS	IA	52404	MANAGE CALL CENTERS	false	$934,713	$594,765	$339,948
ACD DIRECT INC
520 N MARKET PLACE DR STE 200	CENTERVILLE	UT	84014	INBOUND CALL CENTER	false	$211,292	$6,734	$204,558
CHARITABLE AUTO RESOURCES
4669 MURPHY CANYON RD STE 100	SAN DIEGO	CA	92123	VEHICLE DONATIONS	false	$153,673	$38,395	$115,278
FALCON FUNDRAISING INC
1140 ABBOT RD 109	EAST LANSING	MI	48823	TELE- MARKETING	false	$26,235	$5,806	$20,429

Field	Value	IRS element (for citing)
Total Gross Receipts	$1,325,913	TotalGrossReceiptsAmt
Total Retained By Contractors	$645,700	TotalRetainedByContractorsAmt
Total Net To Organization	$680,213	TotalNetToOrganizationAmt
All States	All States	AllStatesCd

Fundraising Event Information FundraisingEventInformationGrp

Field	Value	IRS element (for citing)
Event1	MNLIGHT & ROSES	Event1Nm
Gross Receipts Event1	$319,168	GrossReceiptsEvent1Amt
Charitable Contri Event1	$203,136	CharitableContriEvent1Amt
Gross Revenue Event1	$116,032	GrossRevenueEvent1Amt
Cash Prizes Event1	$0	CashPrizesEvent1Amt
Non Cash Prizes Event1	$0	NonCashPrizesEvent1Amt
Rent Facility Costs Event1	$0	RentFacilityCostsEvent1Amt
Food And Beverage Event1	$0	FoodAndBeverageEvent1Amt
Entertainment Event1	$0	EntertainmentEvent1Amt
Other Direct Expenses Event1	$215,127	OtherDirectExpensesEvent1Amt
Event2	FALL GOLF OUTNG	Event2Nm
Gross Receipts Event2	$201,829	GrossReceiptsEvent2Amt
Charitable Contri Event2	$0	CharitableContriEvent2Amt
Gross Revenue Event2	$201,829	GrossRevenueEvent2Amt
Cash Prizes Event2	$0	CashPrizesEvent2Amt
Non Cash Prizes Event2	$3,630	NonCashPrizesEvent2Amt
Rent Facility Costs Event2	$101,277	RentFacilityCostsEvent2Amt
Food And Beverage Event2	$0	FoodAndBeverageEvent2Amt
Entertainment Event2	$0	EntertainmentEvent2Amt
Other Direct Expenses Event2	$3,477	OtherDirectExpensesEvent2Amt
Other Events Total	2	OtherEventsTotalCnt
Gross Receipts Other Events	$220,819	GrossReceiptsOtherEventsAmt
Charitable Contri Other Events	$110,819	CharitableContriOtherEventsAmt
Gross Revenue Other Events	$110,000	GrossRevenueOtherEventsAmt
Cash Prizes Other Events	$0	CashPrizesOtherEventsAmt
Non Cash Prizes Other Events	$3,000	NonCashPrizesOtherEventsAmt
Rent Fclty Costs Other Events	$26,000	RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events	$0	FoodAndBeverageOtherEventsAmt
Entertainment Other Events	$0	EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events	$31,587	OthDirectExpnssOtherEventsAmt
Gross Receipts Total	$741,816	GrossReceiptsTotalAmt
Charitable Contributions Tot	$313,955	CharitableContributionsTotAmt
Gross Revenue Total Events	$427,861	GrossRevenueTotalEventsAmt
Cash Prizes Total Events	$0	CashPrizesTotalEventsAmt
Non Cash Prizes Total Events	$6,630	NonCashPrizesTotalEventsAmt
Rent Fclty Costs Total Events	$127,277	RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events	$0	FoodAndBeverageTotalEventsAmt
Entertainment Total Events	$0	EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events	$250,191	OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events	$384,098	DirectExpenseSummaryEventsAmt
Net Income Summary	$43,763	NetIncomeSummaryAmt

Schedule H IRS990ScheduleH

Field	Value	IRS element (for citing)
Financial Assistance Policy	Yes (true)	FinancialAssistancePolicyInd
Written Policy	Yes (true)	WrittenPolicyInd
All Hospitals Policy	Yes (X)	AllHospitalsPolicyInd
FPG Reference Free Care	Yes (true)	FPGReferenceFreeCareInd

Free Care Oth Percentage FreeCareOthPercentageGrp

Field	Value	IRS element (for citing)
Other	Yes (X)	OtherInd
Free Care Other	300.	FreeCareOtherPct

Field	Value	IRS element (for citing)
FPG Reference Discounted Care	Yes (true)	FPGReferenceDiscountedCareInd
Percent300	Yes (X)	Percent300Ind
Free Care Medically Indigent	Yes (true)	FreeCareMedicallyIndigentInd
Financial Assistance Budget	false	FinancialAssistanceBudgetInd
Annual Community Bnft Report	Yes (true)	AnnualCommunityBnftReportInd
Report Publically Available	Yes (true)	ReportPublicallyAvailableInd

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$25,175,402	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$0	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$25,175,402	NetCommunityBenefitExpnsAmt
Total Expense	0.00230	TotalExpensePct

Unreimbursed Costs UnreimbursedCostsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$703,404,394	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$513,710,249	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$189,694,145	NetCommunityBenefitExpnsAmt
Total Expense	0.01720	TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$728,579,796	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$513,710,249	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$214,869,547	NetCommunityBenefitExpnsAmt
Total Expense	0.01950	TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$166,581,503	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$84,105,983	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$82,475,520	NetCommunityBenefitExpnsAmt
Total Expense	0.00750	TotalExpensePct

Research ResearchGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,064,881,022	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$881,755,463	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$183,125,559	NetCommunityBenefitExpnsAmt
Total Expense	0.01670	TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,231,462,525	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$965,861,446	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$265,601,079	NetCommunityBenefitExpnsAmt
Total Expense	0.02420	TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

Field	Value	IRS element (for citing)
Total Community Benefit Expns	$1,960,042,321	TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue	$1,479,571,695	DirectOffsettingRevenueAmt
Net Community Benefit Expns	$480,470,626	NetCommunityBenefitExpnsAmt
Total Expense	0.04370	TotalExpensePct

Field	Value	IRS element (for citing)
Bad Debt Expense Reported	Yes (true)	BadDebtExpenseReportedInd
Bad Debt Expense	$93,314,003	BadDebtExpenseAmt
Bad Debt Expense Attributable	$4,148,394	BadDebtExpenseAttributableAmt
Reimbursed By Medicare	$841,372,561	ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr	$884,084,518	CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall	-$42,711,957	MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

Field	Value	IRS element (for citing)
Cost To Charge Ratio	Yes (X)	CostToChargeRatioInd

Field	Value	IRS element (for citing)
Written Debt Collection Policy	Yes (true)	WrittenDebtCollectionPolicyInd
Financial Assistance Prvsn	Yes (true)	FinancialAssistancePrvsnInd
Hospital Facilities	1	HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

Field	Value	IRS element (for citing)
Facility	1	FacilityNum

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE HOSPITAL OF THE UNIV OF PENN	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	3400 SPRUCE STREET	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19104	ZIPCd

Field	Value	IRS element (for citing)
Website Address	WWW.PENNMEDICINE.ORG	WebsiteAddressTxt
State License	LICENSE# 341101	StateLicenseNum
Licensed Hospital	Yes (X)	LicensedHospitalInd
General Medical And Surgical	Yes (X)	GeneralMedicalAndSurgicalInd
Teaching Hospital	Yes (X)	TeachingHospitalInd
Critical Access Hospital	Yes (X)	CriticalAccessHospitalInd
Research Facility	Yes (X)	ResearchFacilityInd
Emergency Room24 Hrs	Yes (X)	EmergencyRoom24HrsInd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

Field	Value	IRS element (for citing)
Business Name Line1	THE HOSPITAL OF THE UNIV OF PENN	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Facility	1	FacilityNum
First Licensed CY Or PY	false	FirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PY	false	TaxExemptHospitalCYOrPYInd
CHNA Conducted	Yes (true)	CHNAConductedInd
Community Definition	Yes (X)	CommunityDefinitionInd
Community Demographics	Yes (X)	CommunityDemographicsInd
Existing Resources	Yes (X)	ExistingResourcesInd
How Data Obtained	Yes (X)	HowDataObtainedInd
Community Health Needs	Yes (X)	CommunityHealthNeedsInd
Other Health Issues	Yes (X)	OtherHealthIssuesInd
Community Hlth Needs Id Process	Yes (X)	CommunityHlthNeedsIdProcessInd
Consulting Process	Yes (X)	ConsultingProcessInd
Prior CHNA Impact	Yes (X)	PriorCHNAImpactInd
CHNA Conducted	24	CHNAConductedYr
Take Into Account Others Input	Yes (true)	TakeIntoAccountOthersInputInd
CHNA Conducted With Other Fclts	Yes (true)	CHNAConductedWithOtherFcltsInd
CHNA Conducted With Non Fclts	Yes (true)	CHNAConductedWithNonFcltsInd
CHNA Report Widely Available	Yes (true)	CHNAReportWidelyAvailableInd
Rpt Available On Own Website	Yes (X)	RptAvailableOnOwnWebsiteInd
Own Website URL	SEE SCH H, PART V, SECTION C	OwnWebsiteURLTxt
Paper Copy Public Inspection	Yes (X)	PaperCopyPublicInspectionInd
Implementation Strategy Adopt	Yes (true)	ImplementationStrategyAdoptInd
Implementation Strategy Adpt	25	ImplementationStrategyAdptYr
Strategy Posted Website	Yes (true)	StrategyPostedWebsiteInd
Strategy Website URL	SEE SCH H, PART V, SECTION C	StrategyWebsiteURLTxt
Organization Incur Excise Tax	false	OrganizationIncurExciseTaxInd
Elig Criteria Explained	Yes (true)	EligCriteriaExplainedInd
FPG Family Incm Lmt Free Dscnt	Yes (X)	FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care	300.	FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care	300.	FPGFamilyIncmLmtDscntCarePct
Income Level Criteria	Yes (X)	IncomeLevelCriteriaInd
Asset Level Criteria	Yes (X)	AssetLevelCriteriaInd
Medical Indigency Criteria	Yes (X)	MedicalIndigencyCriteriaInd
Underinsurance Stat Criteria	Yes (X)	UnderinsuranceStatCriteriaInd
Explained Basis	Yes (true)	ExplainedBasisInd
App Financial Asst Expln	Yes (true)	AppFinancialAsstExplnInd
Described Info	Yes (X)	DescribedInfoInd
Described Suprt Doc	Yes (X)	DescribedSuprtDocInd
Provided Hospital Contact	Yes (X)	ProvidedHospitalContactInd
Provided Nonprofit Contact	Yes (X)	ProvidedNonprofitContactInd
Includes Publicity Measures	Yes (true)	IncludesPublicityMeasuresInd
FAP Available On Website	Yes (X)	FAPAvailableOnWebsiteInd
FAP Available On Website URL	SCH H, PART V, SECT. C	FAPAvailableOnWebsiteURLTxt
FAP App Available On Website	Yes (X)	FAPAppAvailableOnWebsiteInd
FAP App Available On Website URL	SCH H, PART V, SECT. C	FAPAppAvailableOnWebsiteURLTxt
FAP Summary On Website	Yes (X)	FAPSummaryOnWebsiteInd
FAP Summary On Website URL	SCH H, PART V, SECT. C	FAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No Charge	Yes (X)	FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No Chrg	Yes (X)	FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No Chrg	Yes (X)	FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill Display	Yes (X)	NotifiedFAPCopyBillDisplayInd
Communtity Notified FAP	Yes (X)	CommuntityNotifiedFAPInd
FAP Translated	Yes (X)	FAPTranslatedInd
FAP Actions On Nonpayment	Yes (true)	FAPActionsOnNonpaymentInd
Permit No Actions	Yes (X)	PermitNoActionsInd
Collection Activities	false	CollectionActivitiesInd
Provided Written Notice	Yes (X)	ProvidedWrittenNoticeInd
Made Effort Orally Notify	Yes (X)	MadeEffortOrallyNotifyInd
Processed FAP Application	Yes (X)	ProcessedFAPApplicationInd
Made Presumptive Elig Determ	Yes (X)	MadePresumptiveEligDetermInd
Nondis Emergency Care Policy	Yes (true)	NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr Prvt	Yes (X)	LookBackMedicaidMedcrPrvtInd
Amounts Generally Billed	false	AmountsGenerallyBilledInd
Gross Charges	false	GrossChargesInd

Supplemental Information SupplementalInformationGrp (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART V, SECTION B, LINES 5, 6A & 6B (INPUT FROM COMMUNITY; JOINT CHNA)	THE HEALTH CARE IMPROVEMENT FOUNDATION ("HCIF") AND THE PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS ("PACDC") ASSISTED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS WITH THE COMPLETION OF THEIR CHNA. HCIF AND PACDC DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH. THIS METHODOLOGY INVOLVED COLLECTING AND ANALYZING BOTH QUANTITATIVE AND QUALITATIVE DATA, WHILE INCORPORATING SECONDARY DATA SOURCES TO COMPREHENSIVELY ASSESS THE REGION'S HEALTH STATUS. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WERE USED BY UPHS AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP THEIR IMPLEMENTATION PLANS. AMONG OTHERS, THE COLLABORATIVE CHNA INCLUDED THE FOLLOWING PARTNERING UPHS HOSPITAL AFFILIATES: - CHESTER COUNTY HOSPITAL - DOYLESTOWN HOSPITAL - HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - PENNSYLVANIA HOSPITAL OF UPHS - PENN PRESBYTERIAN MEDICAL CENTER OF UPHS FOR MORE INFORMATION, PLEASE SEE: https://www.pennmedicine.org/supporting-our-communities --------------------
PART V, SECTION B, LINE 7 & 10 (CHNA & IMP. STRATEGY PUBLIC AVAILABILITY)	A COPY OF THE ORGANIZATION'S CHNA REPORT AND COMMUNITY HEALTH IMPROVEMENT PLAN REPORT ("IMPLEMENTATION PLAN") CAN BE ACCESSED AT: https://www.pennmedicine.org/supporting-our-communities OUR CHNA AND IMPLEMENTATION PLAN ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 9 (TAX YEAR THE MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED) THE ORGANIZATION'S MOST RECENT IMPLEMENTATION PLAN WAS ADOPTED BY 11/15/2025, AS PERMITTED UNDER THE REGULATIONS. --------------------
PART V, SECTION B, LINE 11 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA)	FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE OUR RESPONSE TO FORM 990, SCHEDULE H, PART VI, LINE 2 (NEEDS ASSESSMENT), AS WELL AS THE FOLLOWING: https://www.pennmedicine.org/supporting-our-communities TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT https://www.pennmedicine.org/news/community-impact --------------------
PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY)	A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/patient-resources/policies/financial-assistan ce ------------------

Field	Value	IRS element (for citing)
Facility	17	FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (17 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	FacilityFacilityTxt
PENN MEDICINE AT RADNOR
250 KING OF PRUSSIA ROAD	BALA CYNWYD	PA	19004	OUTPATIENT FACILITY
PENN MEDICINE AT BUCKS COUNTY
777 TOWNSHIP LINE ROAD	YARDLEY	PA	19067	OUTPATIENT FACILITY
PENN MEDICINE AT VALLEY FORGE
1001 CHESTERBROOK BLVD	BERWYN	PA	19312	OUTPATIENT FACILITY
PENN MEDICINE AT WOODBURY HEIGHTS
1006 MANTUA PIKE	WOODBURY HEIGHTS	NJ	08097	OUTPATIENT FACILITY
PENN MEDICINE AT RITTENHOUSE
1800 LOMBARD STREET	PHILADELPHIA	PA	19146	INPATIENT REHABILITATION
ANATOMY CHEMISTRY
420 GUARDIAN DRIVE	PHILADEPHIA	PA	19104	RESEARCH FACILITY
BIOMEDICAL RESEARCH BUILDING 2
500 OSLER CIRCLE	PHILADELPHIA	PA	19104	RESEARCH FACILITY
BLOCKLEY HALL
423 GUARDIAN DRIVE	PHILADELPHIA	PA	19104	RESEARCH FACILITY
CAROLYN HOFF LYNCH BIOLOGY LAB
435 S UNIVERSITY AVENUE	PHILADELPHIA	PA	19104	RESEARCH FACILITY
CHEMISTRY LABORATORIES - 1958 WING
231 S 34TH STREET	PHILADELPHIA	PA	19104	RESEARCH FACILITY
CHESTNUT HALL
3900 CHESTNUT STREET	PHILADELPHIA	PA	19104	RESEARCH FACILITY
CLINICAL RESEARCH BUILDING
415 CURIE BLVD	PHILADELPHIA	PA	19104	RESEARCH FACILITY
GL LABORATORY BUILDING
500 S RIDGEWAY	GLENOLDEN	PA	19036	RESEARCH FACILITY
GODDARD LABORATORIES
3710 HAMILTON WALK	PHILADELPHIA	PA	19104	RESEARCH FACILITY
HAYDEN HALL
3320 SMITH WALK	PHILADELPHIA	PA	19104	RESEARCH FACILITY
PERELMAN CENTER FOR ADVANCED MEDICINE
3400 CIVIC CENTER BOULEVARD	PHILADELPHIA	PA	19104	OUTPATIENT FACILITY
PENN MEDICINE CHERRY HILL
1865 NJ-70	CHERRY HILL	NJ	08003	OUTPATIENT FACILITY

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED)	THE BAD DEBT EXPENSE AMOUNT INCLUDED ON FORM 990, PART IX, COLUMN 25(A) WAS $9,019,000 RELATED TO ACADEMIC BAD DEBTS FOR THE YEAR ENDED JUNE 30, 2025. CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. --------------------
PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES)	DETAILS REGARDING THE VARIOUS COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE ORGANIZATION CAN BE FOUND IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
PART III, SECTION A, LINE 2 (IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE)	THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 3 (IMPLICIT PRICE CONCESSIONS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS (IMPLICIT PRICE CONCESSIONS) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (IMPLICIT PRICE CONCESSION FOOTNOTE) THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 11 OF THE ELECTRONICALLY ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. --------------------
PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL)	THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARITABLE HEALTHCARE MISSION OF UPHS AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. --------------------
PART III, LINE 9B (COLLECTION PRACTICES)	THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. --------------------
PART VI, LINE 2 (NEEDS ASSESSMENT)	PENN MEDICINE IS ONE OF THE WORLD'S LEADING ACADEMIC MEDICAL CENTERS, DEDICATED TO THE RELATED MISSIONS OF MEDICAL EDUCATION, BIOMEDICAL RESEARCH, AND EXCELLENCE IN PATIENT CARE. PENN MEDICINE CONSISTS OF THE RAYMOND AND RUTH PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA, FOUNDED IN 1765 AS THE NATION'S FIRST MEDICAL SCHOOL, AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) COMPRISED OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP), PENN PRESBYTERIAN MEDICAL CENTER (PPMC), PENNSYLVANIA HOSPITAL (PAH), PRINCETON HEALTH (PH), CHESTER COUNTY HOSPITAL (CCH), AND LANCASTER GENERAL HEALTH (LGH). DOYLESTOWN HEALTH ALSO BECAME PART OF UPHS AS OF APRIL 1, 2025. EVIDENT BY $425.8 MILLION IN CHARITY AND UNDERFUNDED MEDICAID CARE PROVIDED TO FAMILIES, THE PERELMAN SCHOOL OF MEDICINE AND UPHS ARE COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH CLINICAL CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. PENN MEDICINE HAS INVESTED AND SUSTAINED INSTITUTION-WIDE, COMPREHENSIVE PROGRAMS THAT ANCHOR OUR CHARGE IN COMMUNITY HEALTH. THESE PROGRAMS ARE EVIDENCE OF PENN MEDICINE INTEGRATING COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PRIORITIES TO GUIDE STRATEGY, OPERATIONS, AND INVESTMENTS: - THE CENTER FOR HEALTH EQUITY ADVANCEMENT (CHEA) AT PENN MEDICINE COLLABORATES CLOSELY WITH A NETWORK OF HEALTHCARE LEADERS, CLINICAL TEAMS, COMMUNITY PARTNERS, AND RESEARCH FELLOWS TO TRANSFORM SCIENTIFIC RESEARCH INTO PRACTICAL, IMPACTFUL STRATEGIES. THROUGH FOCUSED EFFORTS IN RESEARCH AND EVALUATION, CARE TRANSFORMATION, EDUCATION AND TRAINING, WORKFORCE DEVELOPMENT, AND COMMUNITY ENGAGEMENT, CHEA IS DEDICATED TO ENHANCING CARE DELIVERY, FOSTERING MEANINGFUL CONNECTIONS WITH THOSE LIVING NEAR OUR HOSPITALS, AND INSPIRING THE NEXT GENERATION OF SCIENTISTS AND HEALTHCARE PROVIDERS. - THE CENTER FOR HEALTH JUSTICE (CHJ) WORKS TO ADVANCE HEALTH THROUGH SUPPORT PROVIDED TO COMMUNITIES HARMED BY STRUCTURAL INEQUITY. ITS TWO MAIN GROUPS-URBAN HEALTH LAB AND HEALTH JUSTICE TRANSFORMATION-LEAD RESEARCH, COMMUNITY ACTION, AND HEALTH SYSTEM REFORM. CHJ COLLABORATES ACROSS PENN MEDICINE AND THE UNIVERSITY OF PENNSYLVANIA TO GUIDE STRATEGY AND BUILD INFRASTRUCTURE FOR LASTING CHANGE. THROUGH ITS HEALTH JUSTICE TRANSFORMATION PORTFOLIO, CHJ PARTNERS WITH STAFF AND LEADERS TO EMBED TRANSFORMATIVE COMMUNITY SUPPORT INTO HEALTH SYSTEM OPERATIONS AND POLICY. - THE PENN CENTER FOR COMMUNITY HEALTH WORKERS WORKS TO ADVANCE HEALTH EQUITY AND IMPROVE HEALTH OUTCOMES. SINCE ITS CREATION, THE CENTER HAS SUPPORTED CLOSE TO 25,000 PEOPLE IN OUR REGION BY LEVERAGING THE COMPASSION AND RESOURCEFULNESS OF COMMUNITY HEALTH WORKERS TO PROVIDE TRUSTED, PERSON-CENTERED SUPPORT. COMMUNITY HEALTH WORKERS PARTNER WITH PATIENTS TO ADDRESS VARIOUS ASPECTS OF THEIR LIVES THAT IMPACT HEALTH-FROM NAVIGATING THE HEALTH SYSTEM TO TACKLING UNDERLYING SOCIAL BARRIERS, SUCH AS UNSTABLE HOUSING, SOCIAL ISOLATION, AND UNEMPLOYMENT. - THE PENN MEDICINE WHARTON FUND FOR HEALTH IS IN PARTNERSHIP WITH THE SOCIAL IMPACT INITIATIVE AT THE UNIVERSITY OF PENNSYLVANIA'S WHARTON SCHOOL, AND WORKS TO IMPROVE THE SOCIAL DETERMINANTS OF HEALTH FOR PHILADELPHIANS. INITIALLY COMMITTING $5 MILLION OVER THREE YEARS, THIS INITIATIVE INVESTS IN INNOVATIVE, FORWARD-THINKING VENTURES CREATING MEANINGFUL IMPROVEMENTS IN OUR CITY'S HEALTH WHILE FOSTERING SUSTAINABLE AND PROFITABLE COMPANIES THAT GENERATE JOBS AND ECONOMIC OPPORTUNITIES FOR MORE RESIDENTS. BUILDING ON THE SUCCESS OF THE INITIAL STARTUPS AND THEIR POSITIVE EFFECT ON HEALTH INEQUITIES, INVESTMENT IN FUND FOR HEALTH WILL CONTINUE. - THE PENN MEDICINE CARES GRANT WILL CONTINUE TO EMPOWER COMMUNITY-BASED INITIATIVES LED BY EMPLOYEES AND MEDICAL STUDENTS BY AWARDING FUNDING ON A QUARTERLY BASIS. THESE GRANTS CAN BE USED TO PURCHASE SUPPLIES AND RESOURCES ESSENTIAL TO ADVANCING FAIR HEALTH OUTCOMES WITHIN THE COMMUNITY. SINCE ITS INCEPTION IN 2012, AND INCLUDING FY2025, THE PROGRAM HAS SUPPORTED OVER 1,264 PROJECTS, DISTRIBUTING MORE THAN $1.38 MILLION IN TOTAL FUNDING. WE EAGERLY ANTICIPATE THE INNOVATIVE APPROACHES THAT FACULTY, STAFF, AND STUDENTS AT PENN MEDICINE WILL CONTINUE TO DEVELOP TO ADDRESS COMMUNITY HEALTH NEEDS. COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION IN PHILADELPHIA DEVELOPED BY A COALITION OF AREA HOSPITALS WITH AN AMPLIFIED COMMUNITY VOICE TO GUIDE, THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR PHILADELPHIA AND THE SURROUNDING COUNTIES IN PENNSYLVANIA WAS COMPLETED IN 2025. THE FOLLOWING NEEDS WERE NAMED AS PRIORITY: TRUST AND COMMUNICATION DISCRIMINATION IN HEALTH CARE CHRONIC DISEASE PREVENTION AND MANAGEMENT ACCESS TO CARE (PRIMARY AND SPECIALTY) HEALTHCARE AND HEALTH RESOURCES NAVIGATION MENTAL HEALTH ACCESS SUBSTANCE USE AND RELATED DISORDERS HEALTHY AGING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES FOOD ACCESS HOUSING INSECURITY NEIGHBORHOOD CONDITIONS YOUTH PRIORITIES: YOUTH MENTAL HEALTH LACK OF RESOURCES/KNOWLEDGE OF RESOURCES SUBSTANCE USE AND RELATED DISORDERS BULLYING GUN VIOLENCE ACCESS TO PHYSICAL ACTIVITY ACTIVITIES FOR YOUTH ACCESS TO GOOD SCHOOLS IN RESPONSE TO THE PRIORITIZED NEEDS OF OUR COMMUNITY, LISTED ABOVE, PENN MEDICINE'S PHILADELPHIA-BASED HOSPITALS, HUP, PPMC, AND PAH, HAVE DEVELOPED NUMEROUS PROGRAMS IN NEIGHBORHOODS NEAR OUR HOSPITALS. FOLLOWING PLEASE FIND A LIST OF PROGRAMS PENN MEDICINE INVESTS IN AND MAINTAINS WITH AN AIM TO IMPROVE COMMUNITY HEALTH IN THE RESPECTIVE CHNA NEED AREAS; THE FOLLOWING REPRESENTS A SELECTION OF KEY INITIATIVES AND IS NOT AN EXHAUSTIVE LIST: BUILDING TRUST AND IMPROVING COMMUNICATION TRUST AND CLEAR COMMUNICATION ARE ESSENTIAL TO STRONG PATIENT-PROVIDER RELATIONSHIPS. BREAKDOWNS IN COMMUNICATION CAN ERODE TRUST AND LEAD TO DISENGAGEMENT AND POORER HEALTH OUTCOMES. TO ADDRESS THIS, PENN MEDICINE EMPHASIZES PROACTIVE STORYTELLING AND OUTWARD-FACING COMMUNICATION THROUGH THE FOLLOWING INITIATIVES: PENN MEDICINE USES ITS COMMUNITY EVENTS CALENDAR TO PROMOTE SUPPORT GROUPS, CLASSES, PROFESSIONAL DEVELOPMENT, AND HEALTH PROGRAMS - THUS IMPROVING CONNECTEDNESS BETWEEN AREA RESIDENTS OUR PHILADELPHIA HOSPITALS. THE COMMUNITY RELATIONS TEAM FACILITATES VOLUNTEER REQUESTS TO BRING EMPLOYEE EXPERTS AND HEALTH SYSTEM SERVICES DIRECTLY INTO NEIGHBORHOODS. ADDITIONALLY, THERE ARE A BREADTH OF EMPLOYEES AND DEPARTMENTS ACROSS THE HEALTH SYSTEM WORKING WITHIN OUR COMMUNITY IN THEIR OWN AREA OF EXPERTISE. TO REDUCE PATIENT FRUSTRATION AND IMPROVE UNDERSTANDING FOR PATIENTS IN PAH'S EMERGENCY DEPARTMENT WAITING ROOM, ANIMATED VIDEOS WERE CREATED AND EXPLAIN THE EMERGENCY DEPARTMENT PROCESSES-SUCH AS TRIAGE, CONDUCT EXPECTATIONS, AND WHAT TO ANTICIPATE DURING A VISIT. THE VIDEOS PLAY AS PATIENTS ENTER AND WAIT AND ARE AVAILABLE IN ENGLISH AND SPANISH FOR ACCESSIBILITY. DEVELOPED WITH INPUT FROM PENN MEDICINE'S COMMUNITY ADVISORY BOARDS AND PATIENT FAMILY ADVISORY COUNCILS, THE VIDEOS ENSURE CONTENT REFLECTS COMMUNITY NEEDS, STRENGTHENS TRUST, AND ENHANCES THE OVERALL EMERGENCY CARE EXPERIENCE. THE PENN MEDICINE LISTENING LAB ELEVATES THE LIVED EXPERIENCES OF PATIENTS, CAREGIVERS, STAFF, AND PROVIDERS TO STRENGTHEN A UNIFIED CULTURE OF CAREGIVING. THROUGH A FACILITATED, HIPAA-COMPLIANT PROCESS, STORIES ARE RECORDED, COLLABORATIVELY EDITED, AND SHARED WITH THE STORYTELLER'S CONSENT. THESE NARRATIVES ARE USED ACROSS THE HEALTH SYSTEM-IN EMPLOYEE ORIENTATION, MEDICAL AND NURSING EDUCATION, PATIENT AND FAMILY ADVISORY COMMITTEE COLLABORATIONS, LEADERSHIP MEETINGS, STAFF HUDDLES, INTERNAL COMMUNICATIONS, AND CLINICAL-ROOM SCREENSAVERS. FOR MANY STORYTELLERS, THE PROCESS IS ALSO VALIDATING, COMFORTING, AND HEALING. IN 2024, PENN MEDICINE INTRODUCED A PATIENT QUALITY AND SAFETY WEBSITE AND DASHBOARD OFFERING TRANSPARENT, REGULARLY UPDATED DATA ON MEASURES SUCH AS PREVENTIVE CARE, INFECTIONS, MORTALITY, AND HOME HEALTH OUTCOMES. WHERE POSSIBLE, RESULTS ARE COMPARED WITH STATE AND NATIONAL BENCHMARKS TO SUPPORT INFORMED DECISION-MAKING. CLEAR NARRATIVES AND SELECT EXPLAINER VIDEOS HELP MAKE THE DATA MORE ACCESSIBLE AND HIGHLIGHT PENN MEDICINE'S QUALITY AND SAFETY STRATEGIES, PATIENT EXPERIENCE INSIGHTS, AND COMMUNITY HEALTH GOALS. THE CENTERS FOR MEDICARE AND MEDICAID SERVICE REQUIRES HOSPITALS TO POST MACHINE-READABLE LISTS OF STANDARD CHARGES, UPDATED ANNUALLY. PENN MEDICINE'S "TRANSPARENCY IN PRICING" WEBPAGE ALLOWS PATIENTS TO ACCESS THESE CHARGEMASTER DETAILS, VIEW NEGOTIATED PRICE LISTS, AND REQUEST COST ESTIMATES THROUGH MYCHART OR BY PHONE.
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT.	ELIMINATING DISCRIMINATION IN HEALTH CARE THE FOLLOWING PENN MEDICINE PROGRAMS ADDRESS THE DISCRIMINATION IN HEALTH CARE PRIORITY: THE ONCOLINK TEAM IN RADIATION ONCOLOGY HAS PROVIDED TRAUMA-INFORMED CARE TRAINING TO 804 MULTIDISCIPLINARY CARE TEAM MEMBERS ACROSS UPHS' PHILADELPHIA HOSPITALS. THROUGH INTERACTIVE CASE DISCUSSIONS AND EXPERIENTIAL LEARNING, PARTICIPANTS BUILD UNDERSTANDING OF TRAUMA, ADVERSE CHILDHOOD EXPERIENCES (ACES), TRAUMA RESPONSES, AND SENSITIVE PRACTICE TECHNIQUES. PRE- AND POST-TRAINING SURVEYS MEASURE KNOWLEDGE, COMPETENCE, BARRIERS, AND NEEDED SUPPORT. ADDITIONALLY, PENN'S DEPARTMENT OF EMERGENCY MEDICINE IS EMBEDDING TRAUMA-INFORMED CARE INTO ALL ASPECTS OF EMERGENCY MEDICINE'S OPERATIONS, TO REDUCE STIGMA AND CREATE HEALING-CENTERED ENVIRONMENTS. HUP HAS ENHANCED INTERPRETER SERVICES BY PRIORITIZING IN-PERSON SUPPORT, HIRING MORE MULTILINGUAL STAFF, AND STRENGTHENING DOCUMENTATION STANDARDS. UPHS IS CURRENTLY EXPANDING THIS MODEL ACROSS ITS PHILADELPHIA HOSPITALS IN ORDER TO IMPROVE COMMUNICATION FOR PATIENTS WITH LIMITED ENGLISH PROFICIENCY. A JOINT PENN-CHOP INITIATIVE, ALLIANCE OF MINORITY PHYSICIANS SUPPORTS MEDICAL STUDENTS, TRAINEES, AND FACULTY THROUGH MENTORSHIP, NETWORKING, AND PROFESSIONAL DEVELOPMENT-PROMOTING EQUAL TREATMENT, ATTRACTING TALENT, AND FOSTERING INCLUSIVE LEARNING ENVIRONMENTS. THE PERINATAL RESOURCES FOR OPIOID USE DISORDER (PROUD) CLINIC DELIVERS COMPREHENSIVE, AFFIRMING CARE FOR PERINATAL PATIENTS WITH SUBSTANCE USE DISORDERS THROUGH AN INTERDISCIPLINARY TEAM SPANNING SOCIAL WORK, PHARMACY, PSYCHIATRY, OB/GYN, AND FAMILY MEDICINE. THE SICKLE CELL DISEASE TASK FORCE PROMOTES EQUITABLE CARE FOR PATIENTS WITH SICKLE CELL DISEASE BY DEVELOPING STANDARDIZED PROTOCOLS AND USING DATA DASHBOARDS TO TRACK CARE. THIS APPROACH IMPROVES CONSISTENCY, PAIN MANAGEMENT, AND OVERALL QUALITY OF CARE. PENN PSYCHIATRY OFFERS SPECIALIZED BEHAVIORAL HEALTH CLINICS, INCLUDING Q-MUNITY WELLNESS FOR UNINSURED LGBTQ+ PATIENTS, AN LGBTQ+ DBT SKILLS GROUP, A MEDICAID-DESIGNATED PTSD PROGRAM, AND THE SOUTHEAST ASIAN PROGRAM AT HALL-MERCER, PROVIDING MULTILINGUAL, CULTURALLY TAILORED SERVICES. WITH AN AIM TO MONITOR CARE DISPARITIES AND PREVENT DISCRIMINATION, CHEA CREATED THE EQUITY AND QUALITY DASHBOARD AND HEALTH RELATED SOCIAL NEEDS DASHBOARD. PENN MEDICINE IS STANDARDIZING DATA COLLECTION TO BETTER MEASURE POTENTIAL INEQUITIES AND GUIDE DATA-DRIVEN INTERVENTIONS. IMPROVING THE MANAGEMENT AND PREVENTION OF CHRONIC DISEASES CHRONIC DISEASES-SUCH AS HYPERTENSION, DIABETES, COPD, AND STROKE-ARE LEADING CAUSES OF DEATH IN THE PENN MEDICINE SERVICE AREA. PENN MEDICINE ADDRESSES THESE CONDITIONS THROUGH EVIDENCE-BASED SCREENING, DIAGNOSIS, AND MANAGEMENT, WHILE IMPLEMENTING HEALTH SYSTEM AND COMMUNITY STRATEGIES TO PREVENT DISEASE AND OVERCOME BARRIERS TO CARE. EARLY DETECTION ENABLES TIMELY TREATMENT, BETTER OUTCOMES, AND IMPROVED LONG-TERM HEALTH. SINCE 2021, PENN MEDICINE, IN PARTNERSHIP WITH SIEMENS HEALTHINEERS, HAS PROVIDED NEARLY 1,000 FREE MAMMOGRAMS, DETECTING NINE BREAST CANCERS-EXCEEDING THE TYPICAL SCREENING DETECTION RATE. BUILDING ON THE ABRAMSON CANCER CENTER'S SCREENING PROGRAMS FOR UNDERSERVED COMMUNITIES, PENN MEDICINE LAUNCHED ITS OWN MOBILE MAMMOGRAPHY VAN IN JULY 2025. THE VAN OFFERS 3D BREAST IMAGING IN A PRIVATE, COMFORTABLE SETTING AND HAS VISITED HEALTH FAIRS, COMMUNITY EVENTS, AND CORPORATE CAMPUSES ACROSS THE GREATER PHILADELPHIA AREA. PATIENTS' INSURANCE WILL BE BILLED IF APPLICABLE, AND NO ONE IS TURNED AWAY FOR LACK OF COVERAGE. ORGANIZATIONS REQUEST THE VAN ONLINE, WITH A PUBLIC EVENT CALENDAR AVAILABLE. SINCE 2014, THE PENN MEDICINE BREAST HEALTH INITIATIVE HAS PROVIDED FREE BREAST CANCER SCREENINGS, DIAGNOSTICS, AND TREATMENT TO NEARLY 7,000 UNDERSERVED AND UNINSURED WOMEN, PARTNERING WITH REGIONAL NONPROFITS AND CLINICS. FIFTY-SEVEN PERCENT OF PARTICIPANTS DID NOT SPEAK ENGLISH. THROUGH FY2025, 803 BIOPSIES WERE PERFORMED, IDENTIFYING AND TREATING 137 BREAST CANCER CASES. PENN MEDICINE'S ONCOLOGY NURSES AND PATIENT NAVIGATORS GUIDE BREAST CANCER PATIENTS FROM DIAGNOSIS THROUGH SURVIVORSHIP, HELPING THEM PERSONALLY UNDERSTAND TREATMENT OPTIONS, SCHEDULE CARE, ACCESS RESOURCES, AND EXPLORE CLINICAL TRIALS-EMPOWERING PATIENTS AND FAMILIES THROUGHOUT THEIR JOURNEY. PENN MEDICINE'S COLORECTAL CANCER SCREENING OUTREACH PROMOTES COLORECTAL CANCER SCREENING THROUGH COMMUNITY EVENTS, MAILED FIT KITS, AND TEXT REMINDERS. PARTNERING WITH LOCAL GROUPS AND CLINICS, IT TARGETS UNDERSERVED POPULATIONS AND SUPPORTS FOLLOW-UP FOR POSITIVE RESULTS TO CLOSE SCREENING GAPS. THE INNOVATIVE CUT HYPERTENSION PROJECT TURNS THE CORNER BARBER SHOP IN UNDERSERVED COMMUNITIES INTO HEALTH HUBS, OFFERING BLOOD PRESSURE SCREENINGS, EDUCATION ON HYPERTENSION, DIET, AND EXERCISE, WHILE BUILDING TRUST WITH LOCAL RESIDENTS. UNITED COMMUNITY CLINIC (UCC) UCC PROVIDES FREE, LONG-TERM PRIMARY AND PREVENTIVE CARE TO UNDERINSURED INDIVIDUALS IN THE WEST AND SOUTHWEST PHILADELPHIA. PARTNERING WITH LOCAL ORGANIZATIONS, UCC ENGAGES STUDENTS IN DEVELOPING CARE PLANS, OFFERING MEDICATIONS, LIFESTYLE SUPPORT, EDUCATION, AND REGULAR FOLLOW-UP FOR CHRONIC DISEASE MANAGEMENT. SUPPORTING HEALTHCARE AND HEALTH RESOURCES NAVIGATION PENN MEDICINE ADDRESSED THE HEALTHCARE AND HEALTH RESOURCES NAVIGATION PRIORITY BY FINANCING SYSTEMS THAT HELP PATIENTS-PARTICULARLY VULNERABLE POPULATIONS-NAVIGATE HEALTH AND SOCIAL SERVICES. THE PENN CENTER FOR COMMUNITY HEALTH WORKERS, A NATIONAL CENTER OF EXCELLENCE, ADVANCES RESEARCH AND BEST PRACTICES IN COMMUNITY HEALTH WORK AND LEADS IMPLEMENTATION OF THE IMPACT PROGRAM, WHICH INTEGRATES COMMUNITY HEALTH WORKERS INTO CARE TEAMS TO IMPROVE REFERRALS, DATA PROCESSES, AND COMMUNICATION. THESE WORKERS HELP PATIENTS NAVIGATE HEALTH AND SOCIAL SYSTEMS, CONNECT TO APPROPRIATE CARE, AND ADVOCATE FOR THEIR NEEDS. THE PHMC PUBLIC HEALTH CAMPUS ON CEDAR, ANCHORED BY THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA-CEDAR AVENUE, WAS REDEVELOPED BY PENN MEDICINE AND PARTNERS AFTER A PREVIOUS OPERATOR ANNOUNCED PLANS TO CLOSE THE HOSPITAL. TODAY, THE CAMPUS PROVIDES HIGH-QUALITY, COMMUNITY-INFORMED MEDICAL AND SOCIAL SERVICES FOR WEST AND SOUTHWEST PHILADELPHIA. THROUGH A PARTNERSHIP WITH PHMC, PENN MEDICINE MANAGES EMERGENCY, INPATIENT, AND BEHAVIORAL HEALTH SERVICES, ALONGSIDE COALITION PARTNERS INCLUDING CHILDREN'S HOSPITAL OF PHILADELPHIA AND THE INDEPENDENCE BLUE CROSS FOUNDATION. THE CAMPUS FOCUSES ON HEALTH EQUITY AND EXPANDS COMMUNITY ACCESS TO PRIMARY CARE, BEHAVIORAL HEALTH, ACUTE CARE, SUBSTANCE USE TREATMENT, AND OTHER SOCIAL SUPPORTS. PA NAVIGATE IS A STATEWIDE PLATFORM VESTED BY PENN MEDICINE TO CONNECT PATIENTS WITH ESSENTIAL HEALTH AND SOCIAL SERVICES, INCLUDING FOOD, HOUSING, TRANSPORTATION, AND BEHAVIORAL HEALTH SUPPORTS. BY STREAMLINING REFERRALS AND COORDINATING CARE AMONG PROVIDERS AND COMMUNITY ORGANIZATIONS, THE TOOL REDUCES BARRIERS AND IMPROVES EQUITABLE ACCESS TO RESOURCES. INTEGRATED INTO PENN MEDICINE'S CARE COORDINATION WORKFLOWS, PA NAVIGATE IS USED BY COMMUNITY HEALTH WORKERS, SOCIAL WORKERS, AND OTHER STAFF TO PROVIDE TIMELY, CULTURALLY RESPONSIVE ASSISTANCE. THE SOCIAL NEEDS RESPONSE TEAM (SNRT), CREATED BY PENN MEDICINE'S DEPARTMENT OF SOCIAL WORK WITH SUPPORT FROM THE CENTER FOR HEALTH EQUITY ADVANCEMENT, IS A VIRTUAL CALL CENTER PROVIDING PATIENTS AND THE WIDER PHILADELPHIA COMMUNITY WITH ACCESS TO RESOURCES THAT ADDRESS SOCIAL NEEDS. SUPERVISED BY A CLINICAL SOCIAL WORKER, AN INTERDISCIPLINARY TEAM OF HEALTH PROFESSIONALS ASSISTS WITH SAFETY, DISTRESS, AND OTHER UNMET NEEDS TO REDUCE RESIDENTS' IMPACT ON HEALTH. PUENTES DE SALUD IS A NONPROFIT - SUPPORTED BY PENN MEDICINE - SERVING UNINSURED RESIDENTS OF PHILADELPHIA, HELPING PATIENTS WITH COMPLEX MEDICAL NEEDS NAVIGATE THE HEALTH CARE SYSTEM, ACCESS APPROPRIATE CARE, SCHEDULE APPOINTMENTS, AND OBTAIN SUPPORTIVE SERVICES. PENN MEDICINE'S LGBTQ+ PATIENT NAVIGATION PROGRAM ADVANCES HEALTH EQUITY BY HELPING LGBTQ+ PATIENTS ACCESS HIGH-QUALITY CARE. NAVIGATORS ASSIST WITH FINDING KNOWLEDGEABLE PROVIDERS, COORDINATING APPOINTMENTS, AND ADDRESSING INSURANCE AND SPECIALIZED CARE BARRIERS, FOSTERING TRUST AND ENSURING CARE IS RESPECTFUL AND RESPONSIVE TO THE UNIQUE NEEDS OF LGBTQ+ COMMUNITIES. THE CENTER FOR SURGICAL HEALTH (CSH) HELPS UNINSURED AND UNDERINSURED PATIENTS ACCESS NECESSARY SURGICAL CARE BY PROVIDING NAVIGATION THROUGHOUT THE SURGICAL JOURNEY AND ADDRESSING BARRIERS SUCH AS INSURANCE, LANGUAGE, TRANSPORTATION, AND CARE COORDINATION. WORKING WITH FINANCIAL ADVOCATES AND COMMUNITY PARTNERS, CSH INTEGRATES CLINICAL, FINANCIAL, AND SOCIAL SUPPORT TO ENSURE EQUITABLE ACCESS TO LIFESAVING AND LIFE-IMPROVING SURGERIES, ADVANCING HEALTH EQUITY AND REDUCING DISPARITIES IN OUR LOCAL COMMUNITIES.
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT.	MAKING MENTAL HEALTHCARE MORE ACCESSIBLE PENN MEDICINE RECOGNIZES MENTAL HEALTH AS A CRITICAL NEED IN PHILADELPHIA AND IS COMMITTED TO PROVIDING HIGH-QUALITY, ACCESSIBLE, TEAM-BASED, AND CULTURALLY RESPONSIVE CARE, PARTICULARLY FOR VULNERABLE POPULATIONS IN OUR LOCAL COMMUNITIES. WE ALSO WORK TO EXPAND THE MENTAL HEALTH WORKFORCE AND ENHANCE SERVICES THROUGH COMMUNITY ENGAGEMENT, ADDRESSING THE MENTAL HEALTH ACCESS PRIORITY: THE HALL-MERCER COMMUNITY BEHAVIORAL HEALTH CENTER - WITHIN PENN MEDICINE - IS PENNSYLVANIA'S FIRST OUTPATIENT COMMUNITY MENTAL HEALTH CENTER AND SERVES INDIVIDUALS WITH MENTAL ILLNESS OR DEVELOPMENTAL DISABILITIES. PROVIDING COMPREHENSIVE SERVICES FOR ALL AGES, IT ADVANCES CARE AND ACCEPTANCE FOR PEOPLE WITH PSYCHIATRIC OR INTELLECTUAL DISABILITIES AND IS PART OF PHILADELPHIA'S NETWORK OF 11 COMMUNITY MENTAL HEALTH CENTERS. THE PENN CENTER FOR YOUTH AND FAMILY TRAUMA RESPONSE AND RECOVERY (CYFTRR) PROVIDES SPECIALIZED INTERVENTIONS FOR CHILDREN AND FAMILIES TO ADDRESS TRAUMA-RELATED PHYSICAL AND PSYCHOLOGICAL EFFECTS, SERVING AS THE ONLY EARLY-INTERVENTION PROVIDER OF ITS KIND IN THE PHILADELPHIA AREA. PENN PSYCHIATRY'S FELLOWSHIP IN COMMUNITY PSYCHIATRY IS A ONE-YEAR PROGRAM IN WHICH 4 BOARD-ELIGIBLE COMMUNITY FELLOWS PROVIDE ATTENDING-LEVEL SERVICES TO PARTNERING COMMUNITY AGENCIES, ENHANCING ACCESS TO PSYCHIATRIC CARE. PROVIDING QUALITY CARE FOR SUBSTANCE USE AND RELATED DISORDERS PHILADELPHIA CONTINUES TO BE SEVERELY AFFECTED BY THE OPIOID CRISIS. IN 2023, THE CITY RECORDED APPROXIMATELY 1,315 OVERDOSE DEATHS-THE SECOND-HIGHEST TOTAL ON RECORD-WITH MOST INVOLVING POLYSUBSTANCE EXPOSURES REFLECTING AN INCREASINGLY TOXIC DRUG SUPPLY. ALTHOUGH OVERDOSE DEATHS DECLINED SLIGHTLY IN 2024, DATA TENDS TO DEMONSTRATE THAT BLACK AND INDIGENOUS PEOPLE LIVING IN PHILADELPHIA CONTINUE TO EXPERIENCE DISPROPORTIONATE HARM RELATED TO SUBSTANCE USE AND RELATED DISORDERS, HIGHLIGHTING THE NEED FOR CULTURALLY RESPONSIVE, EQUITY-FOCUSED INTERVENTIONS. PENN MEDICINE REMAINS COMMITTED TO ADDRESSING THESE CHALLENGES BY EXPANDING ACCESS TO EVIDENCE-BASED TREATMENT, DELIVERING HIGH-QUALITY CARE IN THE NEIGHBORHOODS MOST AFFECTED, TRAINING HEALTH PROFESSIONALS IN ADDICTION MEDICINE, AND ADVOCATING FOR SYSTEMS-LEVEL SOLUTIONS THROUGH THE FOLLOWING STRATEGIES AND PROGRAMS: FOUNDED IN 2019, PENN MEDICINE'S CENTER FOR ADDICTION MEDICINE AND POLICY (CAMP) IS A MULTIDISCIPLINARY INITIATIVE ADVANCING EDUCATION, TREATMENT, AND RESEARCH IN ADDICTION MEDICINE. CAMP PARTNERS WITH RECOVERY SPECIALISTS AND STAFF ACROSS DISCIPLINES TO PROVIDE EVIDENCE-BASED, STIGMA-FREE CARE FOR PATIENTS WITH SUBSTANCE USE DISORDERS, EXPAND TREATMENT IN CLINICAL SETTINGS, AND DELIVER HARM REDUCTION AND OVERDOSE PREVENTION RESOURCES TO THE COMMUNITY. PENN MEDICINE INTEGRATES MEDICATION FOR OPIOID USE DISORDERS (MOUD) INTO PRIMARY CARE TO EXPAND ACCESS, REDUCE STIGMA, AND PROVIDE HARM REDUCTION SERVICES. SIX PHILADELPHIA PRACTICES NOW OFFER MOUD, TREATING OVER 800 PATIENTS WITH BUPRENORPHINE WITHIN ROUTINE PRIMARY CARE. PREVENTION POINT PHILADELPHIA (PPP), A NONPROFIT PUBLIC HEALTH ORGANIZATION, PROVIDES HARM REDUCTION SERVICES IN THE REGION. PENN MEDICINE SUPPORTS PPP THROUGH COUNSELING, CASE MANAGEMENT, LEGAL AID, AND OVERDOSE PREVENTION TRAINING, WHILE FACULTY AND RESIDENTS STAFF THE SANA CLINIC AND MOBILE UNIT TO DELIVER INTEGRATED HIV AND OUD CARE, INCLUDING FOR INDIVIDUALS EXPERIENCING STREET HOMELESSNESS. THE CARECONNECT WARMLINE, A PARTNERSHIP WITH THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, IS A SUBSTANCE USE NAVIGATION LINE THAT IMPROVES SAME-DAY ACCESS TO TREATMENT. LAUNCHED DURING THE COVID-19 PANDEMIC, IT RECENTLY EXPANDED TO INCLUDE CLINICAL CONSULTATIONS WITH EXPERTS IN PERINATAL SUD AND REPRODUCTIVE PSYCHIATRY FOR PHILADELPHIA AND SURROUNDING COUNTIES. OTHER PROGRAMS SUPPORTED BY PENN MEDICINE ADDRESS OPIOID AND SUBSTANCE USE DISORDERS THROUGH A COMPREHENSIVE, EQUITY-FOCUSED APPROACH THAT INTEGRATES PREVENTION, TREATMENT, AND RECOVERY SUPPORT. KEY INITIATIVES INCLUDE PERINATAL AND PRIMARY CARE MOUD PROGRAMS, MOBILE AND VIRTUAL HARM REDUCTION SERVICES, PEER NAVIGATION, AND JUSTICE-INVOLVED SUPPORT, ALONGSIDE SYSTEMWIDE EFFORTS LIKE THE ADDICTION MEDICINE CONSULT SERVICE AND OPIOID TASK FORCE TO STANDARDIZE CARE AND REDUCE OPIOID-RELATED HARM. EMERGENCY DEPARTMENT-BASED PROGRAMS EXPAND ACCESS TO TREATMENT AND SAFER-USE RESOURCES, WHILE DATA-DRIVEN STRATEGIES GUIDE EQUITABLE, EVIDENCE-BASED CARE. COLLECTIVELY, THESE PROGRAMS ADVANCE RECOVERY, CONNECT PATIENTS TO ESSENTIAL SERVICES, AND REDUCE DISPARITIES ACROSS THE COMMUNITY. PROVIDING CARE AND RESOURCES TO SUPPORT HEALTHY AGING PENN MEDICINE ADDRESSES THE GROWING NEEDS OF OLDER ADULTS-DEFINED AS AGE 65 AND OLDER-THROUGH PERSONALIZED CARE AND SPECIALIZED PROGRAMS VIA PENN GERIATRIC MEDICINE AND THE PENN MEMORY CENTER. THESE INITIATIVES PROVIDE COMPREHENSIVE TREATMENTS AND SUPPORT FOR AGING INDIVIDUALS, REFLECTING PENN MEDICINE'S COMMITMENT TO HEALTHY AGING AND RESPONSE TO THE "HEALTHY AGING" PRIORITY: PENN MEDICINE PARTICIPATES IN GUIDING AN IMPROVED DEMENTIA EXPERIENCE (GUIDE), A MEDICARE MODEL TO PROVIDE HIGH-QUALITY, AT-HOME CARE FOR PEOPLE WITH DEMENTIA WHILE SUPPORTING CAREGIVERS. GUIDE OFFERS PERSONALIZED DEMENTIA CARE, CAREGIVER RESOURCES, SOCIAL AND WELLNESS ACTIVITIES, RESPITE SERVICES, AND A DEDICATED CARE NAVIGATOR TO REDUCE STRESS AND MAXIMIZE TIME AT HOME. SUPPORTING OLDER ADULTS AT RISK (SOAR) HELPS OLDER ADULTS RETURN HOME SOONER AND RECOVER SAFELY THROUGH THREE PHASES: - PREPARE: GERIATRIC NURSE CONSULTANTS IDENTIFY ELIGIBLE PATIENTS, PERFORM ASSESSMENTS, AND CREATE TAILORED CARE PLANS WHILE KEEPING CARE TEAMS AND CAREGIVERS INFORMED. - TRANSITION: COLLABORATIVE DISCHARGE PLANNING ENSURES TIMELY HANDOFFS, TRANSPORTATION HOME, AND SAME- OR NEXT-DAY NURSING VISITS AND MEDICATION DELIVERY. - SUPPORT: PATIENTS RECEIVE HOME EVALUATIONS FOR THERAPY SERVICES, TELEMEDICINE MONITORING, VIRTUAL CASE MANAGEMENT, AND CONNECTION TO COMMUNITY RESOURCES TO SUPPORT RECOVERY AND INDEPENDENCE. RIDE4HEALTH MEDICAL TRANSPORTATION R4H HELPS REDUCE MISSED APPOINTMENTS-NEARLY FOUR MILLION ANNUALLY-BY PROVIDING TRANSPORTATION FOR OLDER ADULTS FACING BARRIERS. WITH THE SENIOR POPULATION SET TO DOUBLE, PENN MEDICINE OUTPATIENT PRACTICES PARTNER WITH R4H TO ENSURE TIMELY ACCESS TO CARE FOR THIS SPECIAL POPULATION. HOSPITAL ELDER LIFE PROGRAM (HELP) IS AN EVIDENCE-BASED, NONPHARMACOLOGICAL PROGRAM FOR HOSPITALIZED PATIENTS OVER 70, DESIGNED TO PREVENT DELIRIUM, FUNCTIONAL DECLINE, AND FALLS. ESTABLISHED IN 1999 BY DR. SHARON INOUYE, IT IS WIDELY STUDIED AND ENDORSED BY THE AMERICAN GERIATRICS SOCIETY. IMPLEMENTED IN HOSPITAL MEDICINE, ONCOLOGY, AND HEART FAILURE UNITS, INTERVENTIONS INCLUDE DAILY VISITS, THERAPEUTIC ACTIVITIES, MOBILITY SUPPORT, AND ASSISTANCE WITH VISION, HEARING, FEEDING, AND FLUIDS. PENN MEDICINE'S PROGRAM USES PAID STUDENT GERIATRIC ASSOCIATES, JUNIOR AND SENIOR NURSING STUDENTS, RATHER THAN VOLUNTEERS. HELP PROMOTES INDEPENDENCE, PERSON-CENTERED CARE, SAFE TRANSITIONS HOME, REDUCED READMISSIONS, AND COST-EFFECTIVE RESOURCE USE. ADDITIONALLY, PENN MEMORY CENTER CONCENTRATES ON THE FOLLOWING PROGRAMS TO SUPPORT OUR NEIGHBORS WITH COGNITIVE IMPAIRMENT AND THEIR CAREGIVERS: - GRIEF YOGA: RESTORATIVE CLASSES FOR CAREGIVERS TO REFLECT, CONNECT, AND FIND RELEASE. - MEMORY CAF: MONTHLY POP-UP GATHERINGS WITH MUSIC, EXPERT TALKS, AND SOCIAL CONNECTION. - CREATIVE EXPRESSION THROUGH MUSIC: INTERACTIVE MUSIC COMPOSITION SESSIONS LED BY CURTIS INSTITUTE MUSICIANS. - COGNITIVE FITNESS PROGRAM: LAUNCHED IN 2017 FOR ADULTS WITH MILD COGNITIVE IMPAIRMENT, OFFERING SKILLS, THERAPY, AND SOCIAL GROUP OPTIONS - MINDFULNESS MEDITATION: SHORT EXERCISES FOR INDIVIDUAL OR GROUP PRACTICE. - COGNITIVE COMEDY: FREE IMPROV-BASED SESSIONS PROMOTING SOCIAL ENGAGEMENT AND COGNITIVE STIMULATION. - THE CARING COLLECTIVE: STRUCTURED MATCHING OF FORMER AND SEASONED FAMILY CAREGIVERS WITH CURRENT FAMILY CAREGIVERS TO PROVIDE SUPPORT THROUGH THEIR CAREGIVING JOURNEY. ENSURING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES IN HEALTHCARE EFFECTIVE CLINICIAN-PATIENT COMMUNICATION IS ESSENTIAL FOR EQUITABLE CARE, YET LANGUAGE BARRIERS AND CULTURAL DIFFERENCES CAN DISCOURAGE PATIENTS FROM SEEKING CARE. NEARLY 10% OF PHILADELPHIANS REPORT LIMITED ENGLISH PROFICIENCY, CREATING CHALLENGES IN ACCESS AND QUALITY OF HEALTH SERVICES. PENN MEDICINE ADDRESSES THIS THROUGH HIGH-QUALITY LANGUAGE SERVICES, INCLUDING ORAL INTERPRETATION AND WRITTEN TRANSLATION, AND BY ASSESSING INTERPRETER NEEDS DURING SCHEDULING. RECOGNIZING THE IMPACT OF CULTURAL IDENTITY, RELIGIOUS NORMS, AND STIGMA, PENN MEDICINE INTEGRATES LANGUAGE SUPPORT WITH CULTURALLY RESPONSIVE CARE TO REDUCE BARRIERS, FOSTER TRUST, AND ENSURE ALL FEEL VALUED AND SUPPORTED THROUGH THE FOLLOWING INITIATIVES:
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT.	PENN MEDICINE STAFF USE CYRACOM MOBILE TABLETS FOR QUICK, HIPAA-COMPLIANT INTERPRETATION IN MULTIPLE LANGUAGES, INCLUDING SPANISH, ARABIC, ASL, AND RUSSIAN, SERVING NON-ENGLISH SPEAKERS AND THE DEAF OR HARD-OF-HEARING, SUPPORTING EQUITABLE HEATH CARE DELIVERY. THE REFUGEE CLINIC AT PENN PRESBYTERIAN MEDICAL CENTER PROVIDES INITIAL AND FOLLOW-UP HEALTH ASSESSMENTS FOR REFUGEES, OFFERING NEEDED CULTURALLY SENSITIVE CARE IN PARTNERSHIP WITH VARIOUS AGENCIES, TRANSLATORS, AND PHYSICIANS FAMILIAR WITH REFUGEE HEALTH. THE PENN MEDICINE LGBTQ+ HEALTH PROGRAM SUPPORTS ACCESS, QUALITY, AND PATIENT EXPERIENCE FOR LGBTQ+ PATIENTS. PROVIDERS DELIVER CULTURALLY COMPETENT CARE, AND THE PATIENT NAVIGATION PROGRAM CONNECTS PATIENTS TO OUTPATIENT OR SPECIALTY CARE WHILE OFFERING SYSTEM-WIDE SUPPORT. CHAPLAINS WITHIN PENN MEDICINE PASTORAL CARE AND EDUCATION PROVIDE CULTURALLY COMPETENT, INTERFAITH SPIRITUAL SUPPORT TO HELP PATIENTS COPE WITH ILLNESS. ACCREDITED BY ACPE, THE PROGRAM INCLUDES CHAPELS AND PRAYER ROOMS FOR PATIENTS, VISITORS, AND STAFF. FINALLY, PENN MEDICINE DIETARY SERVICES OFFERS CUSTOMIZED DIETARY OPTIONS RESPECTING RELIGIOUS AND CULTURAL PREFERENCES, INCLUDING KOSHER, HALAL, VEGETARIAN, AND OTHER MEALS AVAILABLE UPON REQUEST ENSURING CULTURAL SENSITIVITY FOR OUR PATIENTS. IMPROVING ACCESS TO FOOD FOOD INSECURITY AND LIMITED ACCESS TO FRESH, AFFORDABLE PRODUCE REMAIN CRITICAL ISSUES IN PENN MEDICINE'S PHILADELPHIA COMMUNITY, PARTICULARLY IN FOOD DESERTS AND AREAS WHERE SNAP AND WIC ARE NOT ACCEPTED. HOUSING INSTABILITY AND NEIGHBORHOOD SAFETY FURTHER UNDERSCORE THE NEED FOR COMMUNITY-DRIVEN SOLUTIONS ADDRESSING SOCIAL DETERMINANTS OF HEALTH. THE BELOW PROGRAMS REPRESENTING COMMUNITY INVESTMENTS OF PENN MEDICINE RESPOND TO THE FOOD ACCESS PRIORITY: HUP HARVEST: PARTNERS WITH PHILABUNDANCE TO PROVIDE 500+ POUNDS OF FOOD WEEKLY, EXPANDED TO HUP-CEDAR, OFFERING CLIENT-CHOICE SHOPPING FOR PATIENTS AND STAFF. MARKET ON 8TH STREET: SERVES PATIENTS AND COMMUNITY MEMBERS WITH PRE-MADE GROCERY BAGS AND REFERRAL-BASED PICKUP. FOOD FOR HEALTH: MATERNAL HEALTH PROGRAM PROVIDING NUTRITION EDUCATION AND CHW SUPPORT FOR PATIENTS EXPERIENCING FOOD INSECURITY, SOURCING FOOD FROM HUP HARVEST. FOOD ACCESS SUPPORT TECHNOLOGY (FAST): CHEA-DEVELOPED PLATFORM CONNECTING HEALTH SYSTEMS, FOOD ACCESS ORGANIZATIONS, AND MINORITY-OWNED BUSINESSES TO STREAMLINE FOOD DELIVERY TO VULNERABLE HOUSEHOLDS. FOOD CONNECT: CONTRACTED BY HUP, THIS COMMUNITY-BASED FOOD RELIEF DELIVERS WEEKLY FOOD FROM HUP HARVEST TO PATIENTS' HOMES. SHARING EXCESS: PARTNERING WITH PENN MEDICINE, THIS NATIONAL PROGRAM PROVIDES RESCUED RETAIL PRODUCE TO OUR FOOD BANKS READY FOR DISTRIBUTION TO OUR LOCAL COMMUNITY. PENN MEDICINE ASSIST PROGRAM: A HIGH-PROFILE PARTNERSHIP, PENN MEDICINE DONATES FOOD TO PHILABUNDANCE FOR EACH PHILADELPHIA FLYERS ASSIST. FOR FY25, 12,090 POUNDS OF FOOD WAS DONATED FOR LOCAL COMMUNITIES. CHOSEN 300: SUPPORTED BY PENN MEDICINE WITH FUNDING AND VOLUNTEER EFFORTS, THIS NONPROFIT SERVES HOT MEALS FIVE DAYS A WEEK AT TWO PHILADELPHIA LOCATIONS. GOOD FOOD, HEALTHY HOSPITALS: ALL PHILADELPHIA HOSPITALS MAINTAIN HEALTHIER AND SUSTAINABLE FOOD OPTIONS; HUP AND PENNSYLVANIA HOSPITAL RECEIVED PUBLIC HEALTH FUNDING FOR FOOD BANKS. MANNA: DELIVERS MEDICALLY TAILORED MEALS TO SUPPORT PATIENT HEALTH POST-DISCHARGE. IMPROVING CONDITIONS OF HOUSING AND NEIGHBORHOODS IN OUR LATEST CHNA, COMMUNITY MEMBERS HIGHLIGHTED CHALLENGES INCLUDING AFFORDABLE HOUSING SHORTAGES, EVICTIONS, UNSAFE LIVING CONDITIONS, AND ENVIRONMENTAL HAZARDS, PARTICULARLY AFFECTING OLDER ADULTS, VETERANS, AND OTHER POPULATIONS. IN RESPONSE, PENN MEDICINE SUPPORTS PROGRAMS THAT IMPROVE ACCESS TO SAFE HOUSING, ENHANCE NEIGHBORHOOD ENVIRONMENTS, AND FOSTER HEALTHIER, MORE CONNECTED COMMUNITIES. THE FOLLOWING INITIATIVES FOCUS ON CREATING SAFE, CLEAN, AND ACCESSIBLE SPACES, WHILE ADDRESSING UNDERLYING SOCIAL AND STRUCTURAL BARRIERS TO HEALTH: PENN CENTER OF EXCELLENCE IN ENVIRONMENTAL TOXICOLOGY (CEET) ENGAGES WITH REGIONAL COMMUNITIES TO ADDRESS ENVIRONMENTAL HEALTH CONCERNS, INCLUDING AIR POLLUTION AND LUNG HEALTH, AND COLLABORATES WITH LOCAL STAKEHOLDERS TO REDUCE EXPOSURE TO AIRBORNE TOXINS. ADVOCACY EFFORTS SUPPORT POLICY AND REGULATORY IMPROVEMENTS AT LOCAL, STATE, AND FEDERAL LEVELS. A $6 MILLION COMMUNITY-ACADEMIC COLLABORATIVE LED BY PENN'S URBAN HEALTH LAB, DEEPLY ROOTED PROMOTES HEALTH AND WELL-BEING THROUGH GREEN SPACE EXPANSION, YOUTH WORKFORCE DEVELOPMENT, AND ENVIRONMENTAL JUSTICE. THE INITIATIVE HAS PLANTED OVER 1,000 TREES, STABILIZED 1,073 VACANT LOTS, AWARDED $212,000 IN COMMUNITY GREEN GRANTS, AND IS DEVELOPING SIX COMMUNITY-LED MINI-PARKS. EXPANSION PLANS WILL CONNECT GREEN SPACES ACROSS EIGHT WEST AND SOUTHWEST PHILADELPHIA NEIGHBORHOODS. PENN MEDICINE IS REDUCING ITS ENVIRONMENTAL FOOTPRINT THROUGH ITS CLIMATE AND SUSTAINABILITY ACTION PLAN (CSAP) WITH GOALS TO HALVE EMISSIONS BY 2030 AND ACHIEVE NET-ZERO BY 2042. ACTIONS INCLUDE INCREASING RENEWABLE ENERGY USE, PHASING OUT ENVIRONMENTALLY HARMFUL ANESTHETIC GASES, REDUCING SURGICAL WASTE, AND PROMOTING RECYCLING AND REUSE. FINALLY, PENN MEDICINE SEEKS OUT TARGETED PARTNERSHIPS WITH ORGANIZATIONS SUCH AS A HOME IS A RIGHT AND THE AMERICAN RED CROSS TO SUPPORT THIS COMMUNITY HEALTH NEED BY SUPPORTING EMERGENCY SHELTER, TRANSITIONAL HOUSING, AND WRAPAROUND SERVICES FOR VULNERABLE POPULATIONS ACROSS SOUTHEASTERN PENNSYLVANIA. YOUTH COMMUNITY HEALTH PRIORITIES THE 2025 CHNA IDENTIFIED YOUTH-FOCUSED PRIORITIES BASED ON INPUT FROM SCHOOLS, YOUTH-SERVING ORGANIZATIONS, AND YOUNG RESIDENTS THEMSELVES. YOUTH HIGHLIGHTED COMMUNITY STRENGTHS SUCH AS SUPPORTIVE RELATIONSHIPS AND ACCESS TO PARKS AND SCHOOLS, ALONGSIDE CHALLENGES INCLUDING BULLYING, GUN VIOLENCE, MENTAL HEALTH NEEDS, AND LIMITED ACCESS TO FOOD, SAFE TRANSPORTATION, AND QUALITY EDUCATION. THE YOUTH ALSO OFFERED SOLUTIONS, EMPHASIZING THE NEED FOR MENTAL HEALTH SUPPORT, SAFER NEIGHBORHOODS, STRONGER SCHOOLS, AND PROGRAMS THAT PREPARE THEM FOR FUTURE SUCCESS. THE BELOW PROGRAMS ARE SPONSORED BY PENN MEDICINE IN AN EFFORT TO RELIEVE THESE RESPECTIVE COMMUNITY NEEDS WITHIN OUR YOUTH COMMUNITIES: MENTAL HEALTH SERVICES: - HUP-CEDAR MENTAL HEALTH HUB IS A LICENSED CRISIS INTERVENTION FACILITY PROVIDING TRIAGE, EVALUATION, TREATMENT, AND SOCIAL SUPPORT FOR SERIOUS PSYCHIATRIC CONDITIONS AND SUBSTANCE USE, WITH SEAMLESS TRANSITIONS TO INPATIENT CARE. THE CO-LOCATION OF THE PENN MEDICINE CRISIS RESPONSE CENTER (CRC) WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S CRC AND CRISIS STABILIZATION UNIT AND INPATIENT HOSPITAL CARE ENABLE A SEAMLESS TRANSITION OF CARE FOR PATIENTS ACROSS THE AGE CONTINUUM, ELIMINATING THE WAIT TIME AND ADDITIONAL STEPS REQUIRED TO TRANSFER PATIENTS TO INPATIENT UNITS AT OTHER FACILITIES-A COMMON OCCURRENCE IN A CITY WHERE EMERGENCY PSYCHIATRIC RESOURCES REMAIN IN SHORT SUPPLY. - HALL-MERCER COMMUNITY MENTAL HEALTH CENTER, UNDER THE PENN MEDICINE UMBRELLA, PROVIDES OUTPATIENT EVALUATIONS AND TREATMENT FOR CHILDREN AND ADOLESCENTS, INCLUDING SPECIALTY PROGRAMS SUCH AS THE CONNECTION CLINIC, EARLY CHILDHOOD PROGRAM (AUTISM SUPPORT), PHIICAPS (TRAUMA-INFORMED HOME-BASED THERAPY), PHIIPATCH (ANXIETY/OCD SUPPORT), JCAPS (JUVENILE JUSTICE-FOCUSED THERAPY), AND PATCH (ANXIETY TREATMENT). - PENN INTEGRATED CARE (PIC) IS A COLLABORATIVE CARE MODEL INTEGRATING MENTAL AND PHYSICAL HEALTH IN PRIMARY CARE WITHIN OUR HEALTH SYSTEM. - OPERATED BY PENN MEDICINE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH, THE WELLNESS CENTER AT WEST PHILADELPHIA HIGH SCHOOL PROVIDES BEHAVIORAL HEALTH ASSESSMENT, COUNSELING, MEDICATION MANAGEMENT, AND REFERRALS FOR STUDENTS. RESOURCE NAVIGATION: - PA NAVIGATE: ONLINE TOOL CONNECTING YOUTH TO COMMUNITY RESOURCES INCLUDING FOOD, SHELTER, AND TRANSPORTATION. BULLYING AND VIOLENCE PREVENTION: - OPERATED BY THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH'S CENTER FOR PUBLIC HEALTH AND THE NETTER CENTER FOR COMMUNITY PARTNERSHIP IN 3 PARTNER WEST PHILADELPHIA SCHOOLS, THE HEALTH AND HUMAN DEVELOPMENT PROGRAM IS A SCHOOL-BASED CURRICULUM ADDRESSING BULLYING, HEALTHY RELATIONSHIPS, SEXUAL HEALTH, AND ONLINE SAFETY. - THE PENN TRAUMA VIOLENCE RECOVERY PROGRAM (PTVRP) IS A HOSPITAL-BASED INTERVENTION FOR YOUTH INJURED BY VIOLENCE, PROVIDING TRAUMA-INFORMED CARE, PSYCHOSOCIAL SUPPORT, AND WRAPAROUND SERVICES INCLUDING HOUSING ASSISTANCE. PHYSICAL ACTIVITY & WELLNESS: - COMMUNITY PARTNERSHIPS FOR WELLNESS (CP4W): SCHOOL- AND COMMUNITY-BASED PREVENTIVE CARE, HEALTH EDUCATION, AND ACCESS TO ATHLETIC ACTIVITIES FOR YOUTH. PROVIDES SCHOOL-BASED HEALTH SERVICES, OVER 1,000 SPORTS PHYSICALS ANNUALLY, AND MOBILE CARE AT 20+ PARTNER SCHOOLS.
PART VI, LINE 2 (NEEDS ASSESSMENT) CONT.	YOUTH ENGAGEMENT & WORKFORCE DEVELOPMENT: - PUBLIC HEALTH PIPELINE PLUS (PHPP) AND PIPELINE PROGRAMS: SUMMER INTERNSHIPS, MENTORSHIP, AND HANDS-ON PUBLIC HEALTH EXPERIENCES FOR HIGH SCHOOL STUDENTS. - PENN MEDICINE PATHWAYS-EMERGING CAREERS AND PIPELINE PLUS: CAREER EXPOSURE, MENTORSHIP, AND TUITION BENEFITS FOR HIGH SCHOOL GRADUATES ENTERING HEALTH SYSTEM ROLES. - ASPIRE NURSE SCHOLARS PROGRAM: INTRODUCES HIGH SCHOOL STUDENTS TO NURSING CAREERS, WITH MENTORSHIP, STIPENDS, AND PATHWAYS TO COLLEGE AND HOSPITAL EMPLOYMENT. - PENN PRESBYTERIAN MEDICAL CENTER EMERGING CAREER PIPELINE: TRAINS LOCAL HIGH SCHOOL GRADUATES FOR HOSPITAL CAREERS, PROVIDING COACHING, TRAINING, AND MENTORSHIP. IN ADDITION TO THE SECTION 501(R) COMMUNITY HEALTH NEEDS ASSESSMENT INFORMATION OUTLINED IN THIS FORM 990, SCHEDULE H, PART V, DOYLESTOWN HOSPITAL CONDUCTS REGULAR REVIEWS OF HEALTHCARE UTILIZATION IN ITS SERVICE AREA FOR BOTH CLINICAL QUALITY AND TO DETERMINE PATIENT PREFERENCES. CURRENT DATA ON SERVICE LINE UTILIZATION (CARDIOLOGY, OBSTETRICS AND GYNECOLOGY, ORTHOPEDICS, ETC.) IS USED TO FORECAST HEALTHCARE NEEDS, TO ESTIMATE PROJECTED INPATIENT AND OUTPATIENT ACTIVITY, AND TO PLAN FOR CAPITAL AND STAFF RESOURCES TO BETTER MEET THE NEEDS OF OUR PATIENTS. REAL-TIME REVIEWS OF QUALITY INDICATORS HELP TO IMPROVE SYSTEMS AND PROCESSES. PATIENT AND VISITOR FEEDBACK, ALONG WITH QUARTERLY REVIEWS OF PATIENT SATISFACTION AND EXPERIENCE SURVEYS FOR EACH UNIT OF THE HOSPITAL, ARE INSTRUMENTAL IN PROCESS AND QUALITY IMPROVEMENT INITIATIVES. EVERY TWO YEARS, DOYLESTOWN HOSPITAL CONDUCTS A SURVEY OF COMMUNITY MEMBERS, MEDICAL STAFF AND HOSPITAL BOARD MEMBERS AS PART OF ITS MEDICAL STAFF DEVELOPMENT PLAN. RESPONSES TO THE SURVEY ARE THE BASIS FOR IDENTIFYING GAPS IN SPECIALIST AND/OR PRIMARY CARE MEDICAL SERVICES. THE SURVEYS HELP GUIDE THE MEDICAL STAFF DEVELOPMENT COMMITTEE IN REVIEWING APPLICATIONS FOR MEMBERSHIP, AND DIRECT RECRUITING EFFORTS FOR SPECIALTIES IDENTIFIED BY THE SURVEY RESPONDENTS. IN ADDITION, DOYLESTOWN HOSPITAL COOPERATES CLOSELY WITH THE BUCKS COUNTY DEPARTMENT OF HEALTH AND COMMUNITY PHYSICIANS TO MONITOR THE HEALTH NEEDS OF THE POPULATION. AMONG THE MANY COMMUNITY HEALTH ORGANIZATIONS DOYLESTOWN HOSPITAL WORKS WITH AND SUPPORTS, IS THE BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP, A COLLABORATION OF THE SEVEN HOSPITALS IN BUCKS COUNTY, ALONG WITH THE COUNTY HEALTH DEPARTMENT, BUCKS COUNTY MEDICAL SOCIETY, CENTRAL BUCKS SCHOOL DISTRICT AND BUCKS COUNTY AREA AGENCY ON AGING. DOYLESTOWN HOSPITAL WAS A FOUNDING MEMBER OF THE BUCKS COUNTY HEALTH IMPROVEMENT PARTNERSHIP. TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://WWW.PENNMEDICINE.ORG/NEWS/COMMUNITY-IMPACT --------------------
PART VI, LINE 3(PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE)	UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN (INCLUDING LIMITED ENGLISH PROFICIENCY), ETHNICITY, RELIGION, CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE, ANCESTRY, SEXUAL ORIENTATION, GENETIC INFORMATION, CULTURE, SOCIOECONOMIC STATUS, DOMESTIC OR SEXUAL VIOLENCE VICTIM STATUS, SOURCE OF INCOME, SOURCE OF PAYMENT, OR VETERAN STATUS. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: HTTPS://WWW.DOYLESTOWNHEALTH.ORG/PATIENTS-AND-VISITORS/ BILLING-AND-FINANCE https://www.pennmedicine.org/patient-resources/policies/ --------------------
PART VI, LINE 4(COMMUNITY INFORMATION)	UPHS IS SENSITIVE TO THE DISPARITY IN THE QUALITY OF HEALTH AND HEALTH CARE AMONG THE PEOPLE OF THE PHILADELPHIA AREA. IN NEIGHBORHOODS THROUGHOUT THE CITY, MANY RESIDENTS, OFTEN THE VERY YOUNG OR THE VERY OLD, DO NOT HAVE ACCESS TO ADEQUATE CARE. THE QUALITY OF THEIR LIVES IS DIMINISHED BECAUSE THEY ARE UNABLE TO RECEIVE THE SERVICES AND SUPPORT THEY NEED. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS, AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. DOYLESTOWN HOSPITAL SERVES A GEOGRAPHIC AREA THAT SPANS RURAL AND SUBURBAN TOWNSHIPS AND DENSELY POPULATED TOWNS. IT IS SITUATED IN DOYLESTOWN TOWNSHIP, ON THE BORDER WITH DOYLESTOWN BOROUGH, THE BUCKS COUNTY SEAT OF GOVERNMENT. BUCKS COUNTY IS AMONG THE MOST POPULATED AND FASTEST GROWING COUNTIES IN PENNSYLVANIA. --------------------
PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH)	DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY UPHS DESIGNED TO PROMOTE COMMUNITY HEALTH IS INCLUDED IN OUR RESPONSE TO SCHEDULE H, PART VI, LINE 2, AS WELL AS IN FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. --------------------
PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION)	THIS ORGANIZATION IS AN AFFILIATE OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSRY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 116 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. PRINCETON INCLUDES APPROXIMATELY 1,200 PHYSICIANS ON STAFF AND EMPLOYS APPROXIMATELY 3,200 PEOPLE. - PENN MEDICINE DOYLESTOWN HEALTH - ON APRIL 1, 2025, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA AND DOYLESTOWN HEALTH ENTERED INTO AN AFFILIATION AGREEMENT WITH DOYLESTOWN HEALTH FOUNDATION (THE "FOUNDATION"), DOYLESTOWN HOSPITAL (THE "HOSPITAL"), AND DOYLESTOWN HEALTH PHYSICIANS ("DH PHYSICIANS TOGETHER WITH THE FOUNDATION AND THE HOSPITAL, "DOYLESTOWN HEALTH"), PURSUANT TO WHICH DOYLESTOWN BECAME A CLINICAL COMPONENT OF PENN MEDICINE THROUGH A MEMBERSHIP SUBSTITUTION IN WHICH THE UNIVERSITY BECAME THE SOLE MEMBER OF THE HOSPITAL, AND THE HOSPITAL BECAME THE SOLE MEMBER OF THE FOUNDATION AND DH PHYSICIANS. --------------------
PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT)	N/A

Schedule I IRS990ScheduleI

Field	Value	IRS element (for citing)
Grant Records Maintained	Yes (true)	GrantRecordsMaintainedInd

Recipient Table RecipientTable (127 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Recipient EINRecipientEIN	IRC SectionIRCSectionDesc	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc	Purpose Of GrantPurposeOfGrantTxt
CHILDREN'S HOSPITAL OF PHILADELPHIA (CHOP)
34TH ST AND CIVIC CENTER BLVD	PHILADELPHIA	PA	19104	231352166	501(c)(3)	$5,008,686	FMV	N/A	SUPPORT PRGM SRVS
UNIVERSITY CITY DISTRICT
3940 CHESTNUT ST	PHILADELPHIA	PA	19104	232913784	501(c)(3)	$4,387,733	FMV	N/A	SUPPORT PRGM SRVS
SCHOOL DISTRICT OF PHILADELPHIA
440 N BROAD ST	PHILADELPHIA	PA	19130	236004102	GOV'T ORG.	$4,302,403	FMV	N/A	SUPPORT PRGM SRVS
REBUILDING TOGETHER PHILADELPHIA
4355 ORCHARD ST SUITE 2R	PHILADELPHIA	PA	19124	232549594	501(c)(3)	$552,595	FMV	N/A	SUPPORT PRGM SRVS
AMERICAN HEART ASSOCIATION
7272 GREENVILLE AVE	DALLAS	TX	75231	135613797	501(c)(3)	$514,458	FMV	N/A	SUPPORT PRGM SRVS
PROJECT HOME
1515 FAIRMOUNT AVE	PHILADELPHIA	PA	191302936	232555950	501(c)(3)	$374,933	FMV	N/A	SUPPORT PRGM SRVS
CHAMBER OF COMMERCE FOR GREATER
200 SOUTH BROAD STREET SUITE 700	PHILADELPHIA	PA	19102	230969030	501(c)(6)	$351,000	FMV	N/A	SUPPORT PRGM SRVS
CENTER FOR INDEPENDENT DOCUMENTARY INC
55 GREEN ST	NEWTON	MA	024581341	042738458	501(c)(3)	$200,000	FMV	N/A	SUPPORT PRGM SRVS
COALITION TO STRENGTHEN AMERICA'S HEALTHCARE
PO BOX 30211	BETHESDA	MD	208240211	522253225	501(c)(3)	$156,250	FMV	N/A	SUPPORT PRGM SRVS
SCHUYLKILL RIVER DEVELOPMENT CORPORATION
2401 WALNUT STREET SUITE 604	PHILADELPHIA	PA	19103	232690558	501(c)(3)	$125,401	FMV	N/A	SUPPORT PRGM SRVS
UNIVERSITY CITY SCIENCE CENTER
3675 MARKET ST STE 400	PHILADELPHIA	PA	191042897	231645908	501(c)(3)	$100,000	FMV	N/A	SUPPORT PRGM SRVS
PHILABUNDANCE
3616 S GALLOWAY ST	PHILADELPHIA	PA	19148	232290505	501(c)(3)	$82,368	FMV	N/A	SUPPORT PRGM SRVS
GERMANTOWN FRIENDS SCHOOL
31 W COULTER ST	PHILADELPHIA	PA	19144	050630018	501(c)(3)	$78,040	FMV	N/A	SUPPORT PRGM SRVS
PHILADELPHIA SCHOOL
2501 LOMBARD ST	PHILADELPHIA	PA	19146	237091186	501(c)(3)	$77,391	FMV	N/A	SUPPORT PRGM SRVS
WHYY INC
150 N 6TH STREET	PHILADELPHIA	PA	19106	231438083	501(c)(3)	$59,942	FMV	N/A	SUPPORT PRGM SRVS
GIVEWELL
1714 FRANKLIN ST 100335	OAKLAND	CA	94612	208625442	501(c)(3)	$55,100	FMV	N/A	SUPPORT PRGM SRVS
NATIONALITIES SERVICE CENTER
1216 ARCH STREET 4TH FLOOR	PHILADELPHIA	PA	19107	231352336	501(c)(3)	$51,810	FMV	N/A	SUPPORT PRGM SRVS
TRAVIS MANION FOUNDATION
140 E STATE ST	DOYLESTOWN	PA	189014313	412237951	501(c)(3)	$50,712	FMV	N/A	SUPPORT PRGM SRVS
GIFT OF LIFE HOWIE'S HOUSE
401 CALLOWHILL STREET	PHILADELPHIA	PA	191234101	260585694	501(c)(3)	$50,419	FMV	N/A	SUPPORT PRGM SRVS
RYAN'S CASE FOR SMILES
295 E SWEDESFORD RD 396	WAYNE	PA	19087	861173750	501(c)(3)	$50,125	FMV	N/A	SUPPORT PRGM SRVS
WURD RADIO LLC
1341 NORTH DELAWARE AVENUE SUITE 3	PHILADELPHIA	PA	19125	431986554	501(c)(3)	$50,000	FMV	N/A	SUPPORT PRGM SRVS
JEWISH FEDERATION OF SOUTHERN NEW JERSEY
1301 SPRINGDALE RD	CHERRY HILL	NJ	08003	210634489	501(c)(3)	$45,556	FMV	N/A	SUPPORT PRGM SRVS
DOCTORS WITHOUT BORDERSMDECINS SANS FRONT
40 RECTOR STREET 16TH FLOOR	NEW YORK	NY	10006	133433452	501(c)(3)	$42,538	FMV	N/A	SUPPORT PRGM SRVS
URBAN AFFAIRS COALITION
1207 CHESTNUT STREET 7TH FLOOR	PHILADELPHIA	PA	19107	237046393	501(c)(3)	$37,500	FMV	N/A	SUPPORT PRGM SRVS
TOGETHER FOR WEST PHILADELPHIA
316 N 26TH STREET	ALLENTOWN	PA	18104	831320384	501(c)(3)	$35,000	FMV	N/A	SUPPORT PRGM SRVS
MCCALL HOME & SCHOOL ASSOCIATION
325 S 7TH ST	PHILADELPHIA	PA	19106	271367019	501(c)(3)	$32,306	FMV	N/A	SUPPORT PRGM SRVS
PHILADELPHIA YEARLY MEETING OF FRIENDS
110 N LANSDOWNE AVE	LANSDOWNE	PA	19050	231360856	501(c)(3)	$30,275	FMV	N/A	SUPPORT PRGM SRVS
ST MARGARET PARISH
227 N NARBERTH AVE	NARBERTH	PA	19072	231371972	501(c)(3)	$26,350	FMV	N/A	SUPPORT PRGM SRVS
PLANNED PARENTHOOD SOUTHEASTERN PENNSYLVANIA
1144 LOCUST ST	PHILADELPHIA	PA	19107	231352509	501(c)(3)	$25,471	FMV	N/A	SUPPORT PRGM SRVS
FRIENDS OF CENTRAL SCHOOL
PO BOX 997	LAKE CHARLES	LA	70602	770682612	501(c)(3)	$25,188	FMV	N/A	SUPPORT PRGM SRVS
AMERICAN LUNG ASSOCIATION
55 W WACKER DR SUITE 1150	CHICAGO	IL	606011796	131632524	501(c)(3)	$25,086	FMV	N/A	SUPPORT PRGM SRVS
ACADEMY OF MUSIC OF PHILADELPHIA INC
ONE SOUTH BROAD STREET 14TH STREET	PHILADELPHIA	PA	19107	231501159	501(c)(3)	$25,050	FMV	N/A	SUPPORT PRGM SRVS
EMILY WHITEHEAD FOUNDATION
441 S CENTRE STREET	PHILIPSBURG	PA	16866	472277599	501(c)(3)	$25,000	FMV	N/A	SUPPORT PRGM SRVS
UNIVERSITY OF WASHINGTON
400 GERBERDING HALL	SEATTLE	WA	98195	943079432	501(c)(3)	$25,000	FMV	N/A	SUPPORT PRGM SRVS
ONE PHILLY
1735 MARKET STREET SUITE 125-141	PHILADELPHIA	PA	19103	991287727	501(c)(4)	$25,000	FMV	N/A	SUPPORT PRGM SRVS
BREAD & ROSES COMMUNITY FUND
100 S BROAD ST STE 1600	PHILADELPHIA	PA	19110	232047297	501(c)(3)	$24,139	FMV	N/A	SUPPORT PRGM SRVS
PLANNED PARENTHOOD FEDERATION OF AMERICA
123 WILLIAM ST FL 10	NEW YORK CITY	NY	10038	131644147	501(c)(3)	$23,179	FMV	N/A	SUPPORT PRGM SRVS
CEASEFIRE PENNSYLVANIA EDUCATION FUND
PO BOX 60095	PHILADELPHIA	PA	19102	710884697	501(c)(3)	$21,875	FMV	N/A	SUPPORT PRGM SRVS
HOME & SCHOOL ASSOCIATION OF PENN ALEXANDER SCHOOL
4209 SPRUCE ST	PHILADELPHIA	PA	19104	113707471	501(c)(3)	$21,845	FMV	N/A	SUPPORT PRGM SRVS
CASKEY TORAH ACADEMY OF GREATER PHILADELPHIA
742 ARGYLE RD	WYNNEWOOD	PA	19096	231645684	501(c)(3)	$20,850	FMV	N/A	SUPPORT PRGM SRVS
ABRAMSON CANCER CENTER OF THE UPHS
421 CURIE BLVD	PHILADELPHIA	PA	19104	232929823	501(c)(3)	$20,175	FMV	N/A	SUPPORT PRGM SRVS
COMMUNITY COLLEGE OF PHILADELPHIA
1700 SPRING GARDEN ST FL 7	PHILADELPHIA	PA	19130	232612698	501(c)(3)	$20,045	FMV	N/A	SUPPORT PRGM SRVS
LOBULAR BREAST CANCER ALLIANCE
PO BOX 200	WHITE HORSE BEACH	MA	02381	862260246	501(c)(3)	$17,500	FMV	N/A	SUPPORT PRGM SRVS
CITY YEAR PHILADELPHIA
287 COLUMBUS AVE	BOSTON	MA	021165334	222882549	501(c)(3)	$17,000	FMV	N/A	SUPPORT PRGM SRVS
UNITED WAY OF GREATER PHILADELPHIA AND SOUTHERN NJ
1800 JOHN F KENNEDY BLVD STE 1200	PHILADELPHIA	PA	19103	231556045	501(c)(3)	$16,874	FMV	N/A	SUPPORT PRGM SRVS
CHOSEN 300 MINISTRIES
PO BOX 95	ARDMORE	PA	19003	232858946	501(c)(3)	$16,606	FMV	N/A	SUPPORT PRGM SRVS
MATERNITY CARE COALITION
3401 I STREET	PHILADELPHIA	PA	19134	232200410	501(c)(3)	$16,395	FMV	N/A	SUPPORT PRGM SRVS
UNITED WAY OF CHESTER COUNTY
150 JOHN ROBERT THOMAS DR	EXTON	PA	193412657	232131877	501(c)(3)	$15,048	FMV	N/A	SUPPORT PRGM SRVS
MASCO COMMUNICATIONS - DBA PHILADELPHIA GAY NEWS
505 SOUTH 4TH STREET	PHILADELPHIA	PA	19147	232278868	501(c)(3)	$15,000	FMV	N/A	SUPPORT PRGM SRVS
NATIONAL CONSTITUTION CENTER
525 ARCH ST	PHILADELPHIA	PA	19106	232434447	501(c)(3)	$15,000	FMV	N/A	SUPPORT PRGM SRVS
TEAM PENNSYLVANIA FOUNDATION
240 NORTH THIRD STREET SECOND FLOO	HARRISBURG	PA	17101	232876177	501(c)(3)	$15,000	FMV	N/A	SUPPORT PRGM SRVS
THE PHILADELPHIA CITIZEN
2400 MARKET ST OFFSITE AT FITLER C	PHILADELPHIA	PA	19103	462777419	501(c)(3)	$15,000	FMV	N/A	SUPPORT PRGM SRVS
ACCESSIA HEALTH (FORMERLY PATIENT SERVICES INC)
3104 E BOUNDARY CT	MIDLOTHIAN	VA	231123932	541596178	501(c)(3)	$15,000	FMV	N/A	SUPPORT PRGM SRVS
GRADUATE PHILADELPHIA
1760 MARKET STREET SUITE 902	PHILADELPHIA	PA	19103	853066169	501(c)(3)	$15,000	FMV	N/A	SUPPORT PRGM SRVS
JEWISH FEDERATION OF GREATER PHILADELPHIA
2 COMMERCE SQ 2001 MARKET ST 230	PHILADELPHIA	PA	19103	231500085	501(c)(3)	$14,313	FMV	N/A	SUPPORT PRGM SRVS
WOMEN'S WAY
1617 JOHN F KENNEDY BLVD STE 2043	PHILADELPHIA	PA	19103	231989161	501(c)(3)	$13,710	FMV	N/A	SUPPORT PRGM SRVS
HOPEPHL (FORMERLY PEOPLE'S EMERGENCY CENTER)
325 N 39TH ST	PHILADELPHIA	PA	19104	232017882	501(c)(3)	$13,672	FMV	N/A	SUPPORT PRGM SRVS
PUENTES DE SALUD
1700 SOUTH ST	PHILADELPHIA	PA	19146	261973303	501(c)(3)	$13,303	FMV	N/A	SUPPORT PRGM SRVS
ALZHEIMER'S ASSOCIATION NATIONAL OFFICE
225 N MICHIGAN AVE STE 1700	CHICAGO	IL	60601	133039601	501(c)(3)	$13,055	FMV	N/A	SUPPORT PRGM SRVS
AMERICAN FRIENDS OF MAGEN DAVID ADOM ISRAEL
20 W 36TH ST SUITE 1100	NEW YORK	NY	10018	131790719	501(c)(3)	$13,006	FMV	N/A	SUPPORT PRGM SRVS
THE NATURE CONSERVANCY PENNSYLVANIA CHAPTER
4245 FAIRFAX DR	ARLINGTON	VA	22203	530242652	501(c)(3)	$12,938	FMV	N/A	SUPPORT PRGM SRVS
EPISCOPAL COMMUNITY SERVICES - PHILADELPHIA
225 S 3RD ST	PHILADELPHIA	PA	19106	231352290	501(c)(3)	$12,300	FMV	N/A	SUPPORT PRGM SRVS
ROCK MINISTRIES OF PHILADELPHIA INC
2755 KENSINGTON AVE	PHILADELPHIA	PA	19134	200471983	501(c)(3)	$12,169	FMV	N/A	SUPPORT PRGM SRVS
EQUAL JUSTICE INITIATIVE
122 COMMERCE ST	MONTGOMERY	AL	36104	631135091	501(c)(3)	$11,909	FMV	N/A	SUPPORT PRGM SRVS
THE FREE LIBRARY OF PHILADELPHIA
1901 VINE ST	PHILADELPHIA	PA	19103	521173474	501(c)(3)	$11,837	FMV	N/A	SUPPORT PRGM SRVS
PATHWAYS TO HOUSING PA
5201 OLD YORK RD	PHILADELPHIA	PA	19141	452612118	501(c)(3)	$11,472	FMV	N/A	SUPPORT PRGM SRVS
KOHELET YESHIVA HIGH SCHOOL
223 N HIGHLAND AVE	MERION STATION	PA	19066	232915026	501(c)(3)	$11,283	FMV	N/A	SUPPORT PRGM SRVS
AMERICAN RED CROSS
431 18TH ST NW	WASHINGTON	DC	20006	530196605	501(c)(3)	$11,179	FMV	N/A	SUPPORT PRGM SRVS
CATHOLIC CHARITIES APPEAL OF THE ARCHDIOCESE PHL
222 N 17TH ST STE 708	PHILADELPHIA	PA	19103	231530528	501(c)(3)	$11,144	FMV	N/A	SUPPORT PRGM SRVS
PARTNERS IN HEALTH A NONPROFIT CORPORATION
800 BOYLSTON ST STE 300	BOSTON	MA	02199	043567502	501(c)(3)	$11,134	FMV	N/A	SUPPORT PRGM SRVS
PALESTINIAN CHILDREN'S RELIEF FUND PCRF
360 E 2ND ST STE 710	BURBANK	CA	90086	931057665	501(c)(3)	$11,096	FMV	N/A	SUPPORT PRGM SRVS
PHILADELPHIA ANIMAL WELFARE SOCIETY (PAWS)
100 N 2ND ST	PHILADELPHIA	PA	191061902	263862631	501(c)(3)	$10,989	FMV	N/A	SUPPORT PRGM SRVS
ALBERT M GREENFIELD HOME & SCHOOL ASSOCIATION INC
2200 CHESTNUT ST	PHILADELPHIA	PA	19103	320234360	501(c)(3)	$10,800	FMV	N/A	SUPPORT PRGM SRVS
AMERICAN CIVIL LIBERTIES FOUNDATION OF PA ACLU
1800 JFK BOULEVARD 600	PHILADELPHIA	PA	19103	231742013	501(c)(3)	$10,487	FMV	N/A	SUPPORT PRGM SRVS
KELLMAN BROWN ACADEMY
1007 LAUREL OAK RD	VOORHEES	NJ	08043	582674116	501(c)(3)	$10,400	FMV	N/A	SUPPORT PRGM SRVS
CAMP RAMAH IN THE POCONOS
7 BALA AVE STE 103	BALA CYNWYD	PA	19004	231607236	501(c)(3)	$10,100	FMV	N/A	SUPPORT PRGM SRVS
GIVEDIRECTLY
PO BOX 3221	NEW YORK CITY	NY	10008	271661997	501(c)(3)	$10,075	FMV	N/A	SUPPORT PRGM SRVS
WILBERFORCE SCHOOL INC
75 MAPLETON RD	PRINCETON	NJ	08540	201961626	501(c)(3)	$10,000	FMV	N/A	SUPPORT PRGM SRVS
VILLAGE IMPROVEMENT ASSOCIATION OF DOYLESTOWN
595 W STATE STREET 2ND FLOOR ADMIN	DOYLESTOWN	PA	18901	232368200	501(c)(3)	$10,000	FMV	N/A	SUPPORT PRGM SRVS
MAIN LINE SCHOOL NIGHT ASSOCIATION
60 GULPH CREEK RD	RADNOR	PA	190874519	236050469	501(c)(3)	$10,000	FMV	N/A	SUPPORT PRGM SRVS
YOUTH MENTORING PARTNERSHIP
967 E SWEDESFORD RD SUITE 401	EXTON	PA	19341	261366523	501(c)(3)	$10,000	FMV	N/A	SUPPORT PRGM SRVS
RAD-AID INTERNATIONAL INC
8004 ELLINGSON DR	CHEVY CHASE	MD	20815	263914931	501(c)(3)	$10,000	FMV	N/A	SUPPORT PRGM SRVS
CULTURETRUST GREATER PHILADELPHIA
1315 WALNUT ST STE 300	PHILADELPHIA	PA	19107	463109411	501(c)(3)	$10,000	FMV	N/A	SUPPORT PRGM SRVS
MANNA (METRO AREA NEIGHBORHOOD NUTRITION ALLIANCE)
420 N 20TH ST	PHILADELPHIA	PA	19130	232586142	501(c)(3)	$9,954	FMV	N/A	SUPPORT PRGM SRVS
JEWISH FAMILY & CHILDREN'S SERVICE INC
1430 MAIN ST	WALTHAM	MA	02451	042104356	501(c)(3)	$9,570	FMV	N/A	SUPPORT PRGM SRVS
NATIONAL PUBLIC RADIO
1111 N CAPITOL ST NE	WASHINGTON	DC	20002	520907625	501(c)(3)	$9,551	FMV	N/A	SUPPORT PRGM SRVS
HABITAT FOR HUMANITY PHILADELPHIA
1829 N 19TH ST	PHILADELPHIA	PA	19121	421580163	501(c)(3)	$9,172	FMV	N/A	SUPPORT PRGM SRVS
AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
125 BROAD ST FL 18	NEW YORK CITY	NY	10004	136213516	501(c)(3)	$8,849	FMV	N/A	SUPPORT PRGM SRVS
THE MESIVTA HIGH SCHOOL OF GREATER PHILADELPHIA
314 LEVERING MILL RD	BALA CYNWYD	PA	19004	463823388	501(c)(3)	$8,800	FMV	N/A	SUPPORT PRGM SRVS
HIAS PENNSYLVANIA
123 S BROAD ST STE 950	PHILADELPHIA	PA	19109	231405597	501(c)(3)	$8,584	FMV	N/A	SUPPORT PRGM SRVS
ST JUDE CHILDREN'S RESEARCH HOSPITAL
501 SAINT JUDE PL	MEMPHIS	TN	38105	351044585	501(c)(3)	$8,060	FMV	N/A	SUPPORT PRGM SRVS
WORLD CENTRAL KITCHEN
PO BOX 96538	WASHINGTON	DC	20090	273521132	501(c)(3)	$8,053	FMV	N/A	SUPPORT PRGM SRVS
MULTIPLE SCLEROSIS ASSOCIATION OF AMERICA
375 KINGS HIGHWAY N SUITE B	CHERRY HILL	NJ	08034	221912812	501(c)(3)	$8,001	FMV	N/A	SUPPORT PRGM SRVS
BLOOD CANCER UNITED
1201 15TH ST NW STE 410	WASHINGTON	DC	20005	135644916	501(c)(3)	$7,813	FMV	N/A	SUPPORT PRGM SRVS
ANERA (AMERICAN NEAR EAST REFUGEE AID)
1101 15TH STREET NW	WASHINGTON	DC	20005	520882226	501(c)(3)	$7,123	FMV	N/A	SUPPORT PRGM SRVS
PHILADELPHIA MURAL ARTS PROGRAM
1729 MOUNT VERNON ST	PHILADELPHIA	PA	19130	232876470	501(c)(3)	$7,100	FMV	N/A	SUPPORT PRGM SRVS
GREATER PHILADELPHIA COALITION AGAINST HUNGER
PO BOX 5685 4130 RIDGE AVE	PHILADELPHIA	PA	191290685	262727680	501(c)(3)	$7,068	FMV	N/A	SUPPORT PRGM SRVS
MY BROTHERS KEEPER
5646 BEAUMONT AVE	PHILADELPHIA	PA	19143	841903285	501(c)(3)	$7,060	FMV	N/A	SUPPORT PRGM SRVS
FOOD BANK OF SOUTH JERSEY
1501 JOHN TIPTON BLVD	PENNSAUKEN	NJ	08110	222623089	501(c)(3)	$6,973	FMV	N/A	SUPPORT PRGM SRVS
SAVE THE CHILDREN FEDERATION INC
501 KINGS HWY E STE 400	FAIRFIELD	CT	06825	060726487	501(c)(3)	$6,804	FMV	N/A	SUPPORT PRGM SRVS
PRO PUBLICA INC
155 AVENUE OF THE AMERICAS FL 13	NEW YORK CITY	NY	10013	142007220	501(c)(3)	$6,775	FMV	N/A	SUPPORT PRGM SRVS
PLANNED PARENTHOOD KEYSTONE
29 N 9TH ST STE C	ALLENTOWN	PA	18101	232450112	501(c)(3)	$6,343	FMV	N/A	SUPPORT PRGM SRVS
FRIENDS SELECT SCHOOL
17TH THE PARKWAY	PHILADELPHIA	PA	19103	230604370	501(c)(3)	$6,188	FMV	N/A	SUPPORT PRGM SRVS
HOME & SCHOOL ASSOCIATION SCI LEADERSHIP ACADEMY
550 N BROAD ST 202	PHILADELPHIA	PA	19130	611513400	501(c)(3)	$6,113	FMV	N/A	SUPPORT PRGM SRVS
ALS HOPE FOUNDATION
550 PINETOWN RD STE 120	FORT WASHINGTON	PA	19034	233010389	501(c)(3)	$6,097	FMV	N/A	SUPPORT PRGM SRVS
MARCH OF DIMES
1550 CRYSTAL DR STE 1300	ARLINGTON	VA	222024144	131846366	501(c)(3)	$6,042	FMV	N/A	SUPPORT PRGM SRVS
THE AFRICAN AMERICAN CHILDREN'S BOOK PROJECT
1835 WYNNEWOOD RD	PHILADELPHIA	PA	191513236	450522281	501(c)(3)	$6,000	FMV	N/A	SUPPORT PRGM SRVS
ISLAMIC RELIEF USA
3655 WHEELER AVE	ALEXANDRIA	VA	22304	954453134	501(c)(3)	$5,978	FMV	N/A	SUPPORT PRGM SRVS
NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
40 RECTOR ST FL 5	NEW YORK CITY	NY	10006	131655255	501(c)(3)	$5,748	FMV	N/A	SUPPORT PRGM SRVS
MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
PO BOX 4777	NEW YORK CITY	NY	10163	134141945	501(c)(3)	$5,660	FMV	N/A	SUPPORT PRGM SRVS
NATURAL LANDS TRUST
1031 PALMERS MILL RD	MEDIA	PA	19063	236272818	501(c)(3)	$5,518	FMV	N/A	SUPPORT PRGM SRVS
RONALD MCDONALD HOUSE CHARITIES OF THE PHL REGION
3925 CHESTNUT ST	PHILADELPHIA	PA	19104	237377505	501(c)(3)	$5,482	FMV	N/A	SUPPORT PRGM SRVS
EPILEPSY FOUNDATION OF EASTERN PENNSYLVANIA
919 WALNUT ST STE 700	PHILADELPHIA	PA	19107	231882279	501(c)(3)	$5,408	FMV	N/A	SUPPORT PRGM SRVS
SOUTHERN POVERTY LAW CENTER
PO BOX 548	MONTGOMERY	AL	36101	630598743	501(c)(3)	$5,254	FMV	N/A	SUPPORT PRGM SRVS
TEMPLE JUDEA OF BUCKS COUNTY
38 ROGERS RD	FURLONG	PA	18925	232469232	501(c)(3)	$5,250	FMV	N/A	SUPPORT PRGM SRVS
CHESTER COUNTY FOOD BANK
650 PENNSYLVANIA DR	EXTON	PA	19341	270887311	501(c)(3)	$5,245	FMV	N/A	SUPPORT PRGM SRVS
LANTERN THEATER COMPANY
ST STEPHENS THEATER	PHILADELPHIA	PA	19107	232798692	501(c)(3)	$5,225	FMV	N/A	SUPPORT PRGM SRVS
HILLEL ACADEMY OF PITTSBURGH
5685 BEACON ST	PITTSBURGH	PA	15217	251067130	501(c)(3)	$5,200	FMV	N/A	SUPPORT PRGM SRVS
JARELL CHRISTOPHER SEAY LOVE & LAUGHTER FOUNDATION
PO BOX 28865	PHILADELPHIA	PA	19151	452316606	501(c)(3)	$5,200	FMV	N/A	SUPPORT PRGM SRVS
COMMITTEE OF SEVENTY
123 S BROAD ST STE 1800	PHILADELPHIA	PA	191091026	230487205	501(c)(3)	$5,187	FMV	N/A	SUPPORT PRGM SRVS
COMMUNITY ORTHODOX MINYAN
PO BOX 2028	PHILADELPHIA	PA	19103	743159417	501(c)(3)	$5,180	FMV	N/A	SUPPORT PRGM SRVS
PENN PRESBYTERIAN MEDICAL CENTER
1500 MARKET ST FL 10	PHILADELPHIA	PA	19102	232810852	501(c)(3)	$5,120	FMV	N/A	SUPPORT PRGM SRVS
JACK M BARRACK HEBREW ACADEMY
272 S BRYN MAWR AVE	BRYN MAWR	PA	19010	231352614	501(c)(3)	$5,072	FMV	N/A	SUPPORT PRGM SRVS
NATIONAL AUDUBON SOCIETY INC
225 VARICK ST FL 7	NEW YORK CITY	NY	10014	131624102	501(c)(3)	$5,069	FMV	N/A	SUPPORT PRGM SRVS
JEWISH NATIONAL FUND - USA INC
42 E 69TH ST	NEW YORK CITY	NY	10021	832880252	501(c)(3)	$5,007	FMV	N/A	SUPPORT PRGM SRVS
PENNSYLVANIA ECONOMY LEAGUE INC
901 MARKET ST STE 3020	PHILADELPHIA	PA	19107	231352264	501(c)(3)	$45,750	FMV	N/A	SUPPORT PRGM SRVS
THE WOODLANDS TRUST FOR HISTORIC PRESERVATION
4000 WOODLAND AVE	PHILADELPHIA	PA	19104	311609803	501(C)(3)	$12,713	FMV	N/A	SUPPORT PRGM SRVS

Field	Value	IRS element (for citing)
Total501c3 Org	125	Total501c3OrgCnt
Total Other Org	2	TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (3 entries)

Grant TypeGrantTypeTxt	RecipientRecipientCnt	Cash GrantCashGrantAmt	Valuation Method UsedValuationMethodUsedDesc	Non Cash AssistanceNonCashAssistanceDesc
FINANCIAL AID TO UNDERGRADUATE STUDENTS	4881	$266,065,078	FMV	N/A
FINANCIAL AID TO GRADUATE STUDENTS	5186	$373,646,084	FMV	N/A
STUDENT PRIZES AND AWARDS	3971	$14,408,413	FMV	N/A

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE I, PART I, LINE 2	PROCEDURES FOR MONITORING GRANTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA'S OFFICE OF RESEARCH SERVICES IS RESPONSIBLE FOR MONITORING THE USE OF GRANT FUNDS PURSUANT TO ESTABLISHED POLICIES AND PROTOCOL. THESE POLICIES COVER GRANTS MADE BOTH WITHIN AND OUTSIDE THE U.S. --------------------
SCHEDULE I, PART II	DETAIL OF SUB-CONTRACTS IN FURTHERANCE OF ITS RESEARCH ACTIVITIES, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY MAKE SUB-AWARDS TO OTHER INSTITUTIONS THAT PERFORM RESEARCH IN CONNECTION WITH RESEARCH GRANTS AWARDED TO THE UNIVERSITY. THE UNIVERSITY DOES NOT CATEGORIZE THESE SUB-AWARDS AS "GRANTS AND ASSISTANCE" FOR FORM 990 REPORTING, SINCE THE RECIPIENT ORGANIZATIONS PERFORM RESEARCH SERVICES FOR THE UNIVERSITY AND ARE CONSIDERED INDEPENDENT CONTRACTORS WHICH SERVE THE DIRECT NEEDS OF THE UNIVERSITY. DURING THE YEAR ENDED JUNE 30, 2025, THE UNIVERSITY OF PENNSYLVANIA MADE SUB-AWARD PAYMENTS TO 342 RECIPIENTS TOTALING $159,366,542. --------------------
SCHEDULE I, PART III	DETAIL OF GRANTS AND OTHER ASSISTANCE TO DOMESTIC INDIVIDUALS TO PROMOTE ACCESS AND AFFORDABILITY, THE UNIVERSITY PROVIDES GRANT-BASED UNDERGRADUATE FINANCIAL AID PACKAGES AND ADHERES TO A NEED-BLIND ADMISSION POLICY, IN WHICH ADMISSION DECISIONS ARE NOT AFFECTED BY A STUDENT'S ABILITY TO PAY OR APPLICATION FOR FINANCIAL AID. THIS POLICY PROVIDES FINANCIAL AID TO ELIGIBLE STUDENTS IN THE FORM OF DIRECT GRANTS AND EMPLOYMENT DURING THE ACADEMIC YEAR. AN UNDERGRADUATE STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF TUITION REMISSION AS A RESULT OF A PARENT BEING ELIGIBLE TO RECEIVE THIS BENEFIT AS A CONDITION OF THEIR EMPLOYMENT. GRADUATE/PROFESSIONAL FINANCIAL AID CAN BE AWARDED BASED ON FINANCIAL NEED, SERVICE (TEACHING ASSISTANTSHIPS AND FELLOWSHIPS, RESEARCH ASSISTANTSHIPS AND FELLOWSHIPS) OR OTHER CRITERIA SUCH AS MERIT/ACADEMICS. PHD STUDENTS GENERALLY RECEIVE MULTI-YEAR AWARDS COVERING THEIR FULL EDUCATIONAL COSTS. A GRADUATE/PROFESSIONAL STUDENT MAY ALSO BE ELIGIBLE FOR FACULTY/STAFF BENEFITS AS DESCRIBED ABOVE.

Schedule J IRS990ScheduleJ

Field	Value	IRS element (for citing)
First Class Or Charter Travel	Yes (X)	FirstClassOrCharterTravelInd
Travel For Companions	Yes (X)	TravelForCompanionsInd
Idemnification Gross Up Pmts	Yes (X)	IdemnificationGrossUpPmtsInd
Housing Allowance Or Residence	Yes (X)	HousingAllowanceOrResidenceInd
Club Dues Or Fees	Yes (X)	ClubDuesOrFeesInd
Personal Services	Yes (X)	PersonalServicesInd
Written Policy Ref T And E Expnss	Yes (true)	WrittenPolicyRefTAndEExpnssInd
Substantiation Required	Yes (true)	SubstantiationRequiredInd
Compensation Committee	Yes (X)	CompensationCommitteeInd
Independent Consultant	Yes (X)	IndependentConsultantInd
Written Employment Contract	Yes (X)	WrittenEmploymentContractInd
Compensation Survey	Yes (X)	CompensationSurveyInd
Board Or Committee Approval	Yes (X)	BoardOrCommitteeApprovalInd
Severance Payment	false	SeverancePaymentInd
Supplemental Nonqual Rtr Plan	Yes (true)	SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm	false	EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org	false	CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs	false	CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org	false	CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs	false	CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments	Yes (true)	AnyNonFixedPaymentsInd
Initial Contract Exception	false	InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (47 entries)

TitleTitleTxt	Base Compensation Filing OrgBaseCompensationFilingOrgAmt	Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt	Bonus Filing OrganizationBonusFilingOrganizationAmount	Bonus Related OrganizationsBonusRelatedOrganizationsAmt	Other Compensation Filing OrgOtherCompensationFilingOrgAmt	Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt	Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt	Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt	Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt	Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt	Total Compensation Filing OrgTotalCompensationFilingOrgAmt	Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt	Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt	Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
ADZICK N SCOTT MD
CHOP - SURGERY	$1,342,362	$0	$0	$0	$1,413,455	$0	$34,500	$0	$23,613	$0	$2,813,930	$0	$0	$0
MARCOTTE PAUL MD
NEUROSURGERY	$1,461,903	$0	$7,500	$0	$838,959	$0	$34,500	$0	$10,104	$0	$2,352,966	$0	$0	$0
TAYLOR JESSE MD
CHOP - PLASTIC SURGERY	$1,492,680	$0	$0	$0	$904,546	$0	$34,500	$0	$29,517	$0	$2,461,243	$0	$0	$0
WELCH WILLIAM MD
NEUROSURGERY	$1,455,232	$0	$0	$0	$753,265	$0	$34,500	$0	$40,971	$0	$2,283,968	$0	$0	$0
YOSHOR DANIEL MD
NEUROSURGERY	$1,426,293	$0	$808,060	$0	$618,862	$0	$50,500	$0	$40,597	$0	$2,944,312	$0	$0	$0
AMMON PETER
CHIEF INVESTMENT OFFICER	$1,219,480	$0	$3,902,529	$0	$450	$0	$2,008,670	$0	$15,267	$0	$7,146,396	$0	$2,381,623	$0
ASCH DAVID
SVP STRATEGIC INITIATIVES	$626,680	$0	$225,806	$0	$163,116	$0	$34,500	$0	$37,835	$0	$1,087,937	$0	$0	$0
DRISCOLL DEBORAH A MD
SVP CPUP, VICE DEAN PSOM	$552,488	$0	$670,204	$0	$479,127	$0	$34,500	$0	$1,409	$0	$1,737,728	$0	$0	$0
CUNNINGHAM REGINA
CEO HUP	$836,741	$0	$404,671	$0	$201,366	$0	$0	$0	$18,972	$0	$1,461,750	$0	$166,360	$0
JOHNSTON ELIZABETH
FORMER EXEC. DIRECTOR CPUP	$517,211	$0	$0	$0	$7,831	$0	$0	$0	$12,084	$0	$537,126	$0	$0	$0
KASPER KEITH
EXEC. VP & CAO, UPHS	$1,004,092	$0	$1,531,258	$0	$227,425	$0	$218,400	$0	$19,135	$0	$3,000,310	$0	$189,584	$0
MAHONEY KEVIN
CEO, UPHS	$1,880,100	$0	$1,029,800	$0	$44,887	$0	$352,800	$0	$21,577	$0	$3,329,164	$0	$0	$0
MASOTTI CHRISTOPHER
VICE DEAN, ADMINISTRATION PSOM	$514,158	$0	$213,421	$0	$1,340	$0	$34,500	$0	$64,473	$0	$827,892	$0	$0	$0
PUCHTLER JULIA
SVP & CFO, UPHS	$579,435	$0	$183,820	$0	$90,176	$0	$70,700	$0	$19,516	$0	$943,647	$0	$66,211	$0
QUINN PETER
FORMER SVP, VICE DEAN, PROF SR	$102,691	$0	$0	$0	$1,508	$0	$11,074	$0	$23,745	$0	$139,018	$0	$0	$0
SESTITO JOHN
VP & EXECUTIVE DIRECTOR CPUP	$395,474	$0	$164,160	$0	$241,816	$0	$0	$0	$18,762	$0	$820,212	$0	$216,549	$0
VOLPE MICHELLE
SVP & CEO, UPHS	$861,252	$0	$414,596	$0	$206,608	$0	$0	$0	$12,018	$0	$1,494,474	$0	$176,800	$0
ANDERSON KATHLEEN
VP FOR PUBLIC SAFETY	$313,345	$0	$72,371	$0	$426	$0	$32,400	$0	$32,168	$0	$450,710	$0	$0	$0
CARNAROLI CRAIG
EXECUTIVE VP	$1,107,047	$0	$250,000	$0	$2,427,020	$0	$581,856	$0	$27,137	$0	$4,393,060	$0	$2,038,011	$0
CITRO MICHAEL
VP & CHIEF OF STAFF	$463,117	$0	$97,027	$0	$300	$0	$47,052	$0	$23,156	$0	$630,652	$0	$0	$0
COOPER JEFFREY
VP GOV'T & COMMUNITY RELATIONS	$500,917	$0	$85,396	$0	$22,855	$0	$0	$0	$31,018	$0	$640,186	$0	$0	$0
COWENHOVEN ANNA
VP COMMUNICATNS- THRU 8/1/24	$287,156	$0	$92,767	$0	$60,814	$0	$32,737	$0	$25,483	$0	$498,957	$0	$0	$0
DILEO RUSSELL
COMPTROLLER	$352,718	$0	$72,000	$0	$1,290	$0	$35,507	$0	$36,513	$0	$498,028	$0	$0	$0
DINGFIELD MARK
VP FINANCE & TREASURER	$578,794	$0	$125,000	$0	$450	$0	$58,575	$0	$21,484	$0	$784,303	$0	$0	$0
EPSTEIN JON MD
EXEC VP & DEAN MS-AS OF 3/1/25	$586,851	$0	$517,292	$0	$816,434	$0	$34,500	$0	$23,908	$0	$1,978,985	$0	$0	$0
GRIFFO KATHRYN
VP DEV & ALUM REL-AS OF 4/1/25	$546,149	$0	$146,489	$0	$1,980	$0	$34,500	$0	$80,067	$0	$809,185	$0	$0	$0
GUTMANN AMY
FORMER PRESIDENT	$252,016	$0	$0	$0	$501,912	$0	$33,866	$0	$6,496	$0	$794,290	$0	$0	$0
HEUER JOHN J
FORMER SVP HUMAN RESOURCE	$356,170	$0	$134,385	$0	$20,753	$0	$43,600	$0	$41,948	$0	$596,856	$0	$0	$0
HOWARD CHARLES
VP SOC EQ & COMM, UNIV. CHAPLN	$325,406	$0	$65,000	$0	$8,676	$0	$33,975	$0	$80,136	$0	$513,193	$0	$0	$0
HUSSON JAMES
VP DEV & ALUM REL- THRU 3/3/25	$1,030,002	$0	$214,172	$0	$1,324	$0	$104,026	$0	$39,337	$0	$1,388,861	$0	$0	$0
JACKSON JOHN PHD
PROVOST	$907,319	$0	$245,863	$0	$1,035	$0	$91,003	$0	$7,630	$0	$1,252,850	$0	$0	$0
JAMESON J LARRY DR
TRUSTEE & PRES.- AS OF 3/13/25	$2,581,284	$0	$1,700,000	$0	$1,178,234	$0	$2,544,750	$0	$39,075	$0	$8,043,343	$0	$1,056,307	$0
LEWIS TREVOR
VP BUDGET & MGMT ANALYSIS	$478,850	$0	$107,500	$0	$1,290	$0	$49,000	$0	$37,694	$0	$674,334	$0	$0	$0
LOPEZ STACEY
VP INSTITUTIONAL RESEARCH	$441,697	$0	$76,231	$0	$1,290	$0	$44,432	$0	$17,487	$0	$581,137	$0	$0	$0
MACCARTHY STEPHEN J
FORMER VP COMMUNICATIONS	$214,583	$0	$0	$0	$31,551	$0	$10,729	$0	$0	$0	$256,863	$0	$0	$0
MAGILL M ELIZABETH
FORMER PRESIDENT	$1,515,057	$0	$609,000	$0	$2,086,232	$0	$211,125	$0	$36,353	$0	$4,457,767	$0	$0	$0
MITCHELL JOANN
SVP FOR INSTITUTIONAL AFFAIRS	$557,507	$0	$116,363	$0	$25,829	$0	$34,500	$0	$19,549	$0	$753,748	$0	$0	$0
MURPHY THOMAS
SVP ISC & CIO	$630,954	$0	$160,000	$0	$1,980	$0	$63,750	$0	$39,788	$0	$896,472	$0	$0	$0
NARVEKAR MEDHA
VP & SECRETARY	$685,638	$0	$168,120	$0	$3,810	$0	$69,215	$0	$25,689	$0	$952,472	$0	$0	$0
PAPAGEORGE ANNE
SR VP FACILITIES & REAL ESTATE	$585,592	$0	$145,000	$0	$1,980	$0	$59,175	$0	$19,582	$0	$811,329	$0	$0	$0
PELLICANO GREGORY
VP AUDIT, COMPLIANCE & PRIV'Y	$384,585	$0	$85,000	$0	$2,030	$0	$39,400	$0	$43,965	$0	$554,980	$0	$0	$0
PRITCHETT WENDELL
FORMER PROVOST	$444,575	$0	$0	$0	$83,295	$0	$34,500	$0	$32,681	$0	$595,051	$0	$0	$0
ROST GREGORY
FORMER SVP & CHIEF OF STAFF	$225,604	$0	$0	$0	$3,406	$0	$22,949	$0	$12,048	$0	$264,007	$0	$0	$0
SCALES MICHAEL
VP BUSINESS SRVCS	$215,986	$0	$0	$0	$753	$0	$18,750	$0	$4,913	$0	$240,402	$0	$0	$0
WASHINGTON FELICIA
VP HUMAN RESRCS- AS OF 10/1/24	$139,915	$0	$25,000	$0	$142,356	$0	$12,812	$0	$6,203	$0	$326,286	$0	$0	$0
WHITE WENDY
SVP & GENERAL COUNSEL	$901,767	$0	$196,254	$0	$62,671	$0	$34,500	$0	$28,323	$0	$1,223,515	$0	$0	$0
WITT MARIE
FORMER VP BUSINESS SERVICES	$263,207	$0	$111,500	$0	$19,645	$0	$31,650	$0	$18,646	$0	$444,648	$0	$0	$0

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
SCHEDULE J, PART I, LINE 1A	DETAIL OF ADDITIONAL BENEFITS FIRST CLASS OR CHARTER TRAVEL THE MODE OF AIR TRAVEL UTILIZED BY UNIVERSITY EMPLOYEES IS EXPECTED TO BE THE LEAST COSTLY OPTION, CONSISTENT WITH THE ITINERARY AND PARTICULAR UNIVERSITY BUSINESS PURPOSE INVOLVED. ON FEDERALLY FUNDED PROJECTS, COMPLIANCE WITH THE FLY AMERICA ACT TAKES PRECEDENCE OVER CHOOSING A LESS EXPENSIVE FOREIGN CARRIER. IN CERTAIN LIMITED CIRCUMSTANCES, CERTAIN INDIVIDUALS MAY TRAVEL FIRST CLASS. ANY FIRST CLASS EXCEPTIONS TO THE UNIVERSITY'S POLICY ARE SUBJECT TO APPROPRIATE REVIEW AND APPROVAL. TRAVEL FOR COMPANIONS TRAVEL EXPENSES OF A SPOUSE (OR DEPENDENT) MAY BE PROVIDED BY THE UNIVERSITY AS A REGULAR BUSINESS EXPENSE ONLY IF THE TRAVEL SERVES A "BONA FIDE BUSINESS PURPOSE" OF THE UNIVERSITY. FURTHER, TRAVEL EXPENSES FOR SPOUSES AND DEPENDENTS ARE ALLOWABLE DURING THE INTERVIEW PROCESS PRIOR TO AN EMPLOYMENT OFFER, SINCE EMPLOYMENT IS CONSIDERED A FAMILY DECISION. TAX INDEMNIFICATION AND GROSS-UP PAYMENTS THE UNIVERSITY MAY PROVIDE TAX GROSS-UP PAYMENTS UNDER CERTAIN CIRCUMSTANCES WITH APPROPRIATE APPROVAL. THE UNIVERSITY DOES NOT GENERALLY PROVIDE TAX INDEMNIFICATIONS. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE/HEALTH OR SOCIAL CLUB DUES/PERSONAL SERVICES AS A CONDITION OF EMPLOYMENT, THE PRESIDENT IS REQUIRED TO LIVE IN A HOME ON THE UNIVERSITY'S CAMPUS WHICH IS FURNISHED AND MAINTAINED AT THE UNIVERSITY'S EXPENSE. THE UNIVERSITY ALSO PROVIDES A HEALTH/SOCIAL CLUB MEMBERSHIP TO BE USED BY THE PRESIDENT IN CONNECTION WITH THEIR DUTIES. THE PRESIDENT IS RESPONSIBLE FOR ANY PERSONAL USE OF THE CLUB MEMBERSHIP, HOUSEHOLD STAFF OR OTHER PERSONAL EXPENSES INCURRED. --------------------
SCHEDULE J, PART I, LINE 4B	SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS AND DEANS OF THE UNIVERSITY AS DESIGNATED BY THE BOARD OF TRUSTEES WHO HAVE MADE THE 5% EMPLOYEE CONTRIBUTION TO THE UNIVERSITY'S 403(B) PLAN, HAVE UNIVERSITY COMPENSATION OVER CERTAIN IRS PROSCRIBED THRESHOLDS, AND ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTION IS MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A "PARTIAL" DISTRIBUTION WHICH WILL BE WITHHELD TO SATISFY THE TAX CONSEQUENCES OF VESTING. THE BALANCE OF VESTED SERP ACCOUNTS WILL REMAIN IN THE PLAN AND WILL BE DISTRIBUTED (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES) UPON TERMINATION OF EMPLOYMENT. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: ANDERSON, KATHLEEN - NO DISTRIBUTION AMMON, PETER - NO DISTRIBUTION ASCH, DAVID - NO DISTRIBUTION CITRO, MICHAEL - NO DISTRIBUTION COOPER, JEFFREY - NO DISTRIBUTION COWENHOVEN, ANNA - NO DISTRIBUTION DILEO, RUSSELL - NO DISTRIBUTION DINGFIELD, MARK - NO DISTRIBUTION HEUER, JOHN J. - NO DISTRIBUTION HOWARD, CHARLES - NO DISTRIBUTION HUSSON, JAMES - NO DISTRIBUTION JACKSON, JOHN - NO DISTRIBUTION LEWIS, TREVOR - NO DISTRIBUTION LOPEZ, STACEY - NO DISTRIBUTION MACCARTHY, STEPHEN - $128,155 MITCHELL, JOANN - NO DISTRIBUTION MURPHY, THOMAS - NO DISTRIBUTION NARVEKAR, MEDHA - NO DISTRIBUTION PAPAGEORGE, ANN - NO DISTRIBUTION PELLICANO, GREGORY - NO DISTRIBUTION SCALES, MICHAEL - NO DISTRIBUTION WHITE, WENDY S. - NO DISTRIBUTION WITT, MARIE - NO DISTRIBUTION IN ADDITION, THE FOLLOWING INDIVIDUAL LISTED ON FORM 990, PART VII, SECTION A, LINE 1A HAS A VESTED BALANCE IN THE SERP WHICH WILL BE RECEIVED UPON SEPARATION: CARNAROLI, CRAIG -------------------- THE UNIVERSITY ALSO MAINTAINS ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLANS FOR SENIOR EXECUTIVES AS A RETENTION TO THEIR COMMITMENT TO THE UNIVERSITY OF PENNSYLVANIA. CONTRIBUTIONS ARE MADE ANNUALLY AT THE SOLE DISCRETION OF THE UNIVERSITY, AS LONG AS THE INDIVIDUAL IS AN ACTIVE EMPLOYEE. VESTING IN THESE ACCOUNTS OCCURS AFTER EACH THREE YEAR PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE THE BALANCE OF THE VESTED SERP ACCOUNT (PLUS OR MINUS INVESTMENT EARNINGS/LOSSES). PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE ADDITIONAL DISCRETIONARY SUPPLEMENT EXECUTIVE RETIREMENT PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: AMMON, PETER - $2,573,248 CARNAROLI, CRAIG - $2,424,990 JAMESON, J. LARRY - $632,635 MAGILL, M. ELIZABETH - $283,442 -------------------- THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: CUNNINGHAM, REGINA - $166,360 KASPER, KEITH - $189,584 PUCHTLER, JULIA - $66,211 SESTITO, JOHN - $216,549 VOLPE, MICHELE - $176,800 -------------------- THE HEALTH SYSTEM ALSO MAINTAINS A SERP DESIGNED FOR THE CHIEF EXECUTIVE OFFICER OF THE HEALTH SYSTEM. VESTING IN THE SERP OCCURS ON JUNE 30, 2027 OR UPON THE OCCURRENCE OF CERTAIN EVENTS (DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: KEVIN MAHONEY - NO DISTRIBUTION -------------------- THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: ASCH, DAVID - NO DISTRIBUTION MARCOTTE, PAUL, MD - NO DISTRIBUTION WELCH, WILLIAM, MD - NO DISTRIBUTION YOSHOR, DANIEL, MD - NO DISTRIBUTION --------------------
SCHEDULE J, PART I, LINE 7	PROVISION OF NON-FIXED PAYMENTS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON, AS DESCRIBED IN INTERNAL REVENUE CODE SECTION 4958, ARE APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. -----------------
SCHEDULE J, PART II	ADDITIONAL DETAIL REGARDING CERTAIN COMPENSATION REPORTED N. SCOTT ADZICK, MD AND JESSE TAYLOR, MD, ALL HOLD ACADEMIC APPOINTMENTS AT THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") WHILE PERFORMING CLINICAL PRACTICE DUTIES AT A NEARBY, UNRELATED, THIRD PARTY, CHILDREN'S HOSPITAL (THE "THIRD PARTY HOSPITAL"). FOR ADMINISTRATIVE SIMPLICITY PURPOSES, THE UNIVERSITY PROVIDES THE PAYROLL FUNCTION FOR BOTH PORTIONS OF THESE PHYSICIANS' SALARIES. THE THIRD PARTY HOSPITAL THEN REIMBURSES THE UNIVERSITY FOR THE CLINICAL PORTIONS OF THE PHYSICIANS' SALARIES.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PA HIGHER ED FACILITIES ATHRTY-SERIES AB 2015
A	222243852	70917SPV9	2015-04-16	$423,474,654	REFUND2005A,C;2009A,B,C;2010;2011A	false	false	false
PA HIGHER ED FACILITIES ATHRTY-SERIES A 2016
B	222243852	70917SWG4	2016-04-28	$187,067,793	ADVANCE REFUNDING OF MULT. BONDS	false	false	false
PA HIGHER ED FACILITIES ATHRTY-SERIES A 2017
C	222243852	70917SDS9	2017-01-19	$200,857,522	RENOVATIONS OF VARIOUS BLDGS	false	false	false
PA HIGHER ED FACILITIES ATHRTY-SERIES A 2018
D	222243852	70917S4A8	2018-10-17	$200,829,171	VARIOUS CAPITAL PROJECTS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$277,568,260	$0	$428,357,536	$0	$0	$0	$0	$0	$0	$0	$428,357,536	$0	2015	Yes (true)	Yes (true)	Yes (true)	Yes (true)
B	$68,532,508	$0	$190,063,629	$0	$0	$0	$1,203,672	$0	$0	$0	$188,859,957	$0	2016	false	Yes (true)	Yes (true)	Yes (true)
C	$13,778,420	$0	$200,857,522	$0	$0	$0	$857,522	$0	$0	$0	$200,000,000	$0	2017	false	false	Yes (true)	Yes (true)
D	$23,402,822	$0	$200,829,171	$0	$0	$0	$829,171	$0	$0	$0	$200,000,000	$0	2018	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00069	0.00246	0.00315	false	false	false	Yes (true)
B	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00093	0.00266	0.00359	false	false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00000	0.00000	0.00000	false	false	false	Yes (true)
D	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00000	0.00000	0.00000	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	Yes (true)	false	false	false	false	0	false	Yes (true)
0
B	false	false	Yes (true)	false	false	false	false	0	false	Yes (true)
0
C	false	false	Yes (true)	false	false	false	false	0	false	Yes (true)
0
D	false	false	Yes (true)	false	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
TAX-EXEMPT BONDS- ADDITIONAL CUSIP INFORMATION	FORM 990, SCHEDULE K, PART I, COLUMN (C) - ROW A THE FOLLOWING ADDITIONAL CUSIP NUMBER RELATES TO THE PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025: 70917TTC5 ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PROCEEDS OF ISSUES	FORM 990, SCHEDULE K, PART II, LINE 3 FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES AB 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $4,882,882 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,995,836 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES 2015, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $1,545,289 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A&B 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $11,691,215 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES C 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $646,360 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2017, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $2,669,461 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2019, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $337,342 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $23,482 OF INVESTMENT EARNINGS. FOR PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES B 2021, THE TOTAL PROCEEDS OF ISSUE REPORTED AS OF JUNE 30, 2025 INCLUDES $924,025 OF INVESTMENT EARNINGS. ------------------
TAX-EXEMPT BONDS- ADDITIONAL DETAIL FOR PRIVATE BUSINESS USE PERCENTAGES	FORM 990, SCHEDULE K, PART III FOR THE PA HIGHER ED FACILITIES AUTHORITY- SERIES A 2025, SERIES A 2018, SERIES A 2017, UPHS SERIES B 2021, UPHS SERIES A 2021, UPHS SERIES A 2019, UPHS SERIES A 2017, UPHS SERIES C 2016, UPHS SERIES A&B 2016 (NEW-MONEY PORTION ONLY), UPHS SERIES 2015 (NEW-MONEY PORTION ONLY), AND UPHS SERIES A 2008, THE UNIVERSITY HAS SPECIFICALLY ALLOCATED EQUITY TO ALL SOURCES OF PRIVATE BUSINESS USE, WITH THE EXCEPTION OF ISSUANCE COSTS, WITHIN THE REQUIRED TIME FRAME. AS SUCH, THE UNIVERSITY HAS REPORTED NO PRIVATE BUSINESS USE FOR THESE BOND PROCEEDS ON FORM 990, SCHEDULE K, PART III, LINES 4 AND 5. ------------------
TAX-EXEMPT BONDS- DESCRIPTION OF BOND ISSUES: ALLOCATION OF PROCEEDS	FORM 990, SCHEDULE K, PART I A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A OF 2008 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A OF 2008 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR PENNSYLVANIA HOSPITAL OF UPHS WAS $15,448,450 AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2015 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2015 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $23,165,618 FOR PRESBYTERIAN MEDICAL CENTER AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A&B 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852), PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725) AND TO LANCASTER GENERAL HOSPITAL (EIN 23-1365353), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A&B 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $2,444,015 FOR PRESBYTERIAN MEDICAL CENTER, $28,708,617 FOR PENNSYLVANIA HOSPITAL OF UPHS AND $141,167,854 FOR LANCASTER GENERAL HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES C 2016 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES C 2016 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $7,010,117 FOR PRESBYTERIAN MEDICAL CENTER AND $7,010,119 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES A 2021 BOND ISSUE HAS BEEN ALLOCATED TO PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND TO CHESTER COUNTY HOSPITAL (EIN 23-0469150), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $3,845,338 FOR PENNSYLVANIA HOSPITAL OF UPHS, $14,420,017 FOR PRESBYTERIAN MEDICAL CENTER AND $48,066,720 FOR CHESTER COUNTY HOSPITAL AS OF JUNE 30, 2025. A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY-UPHS SERIES B 2021 BOND ISSUE HAS BEEN ALLOCATED TO PRESBYTERIAN MEDICAL CENTER (EIN 23-2810852) AND PENNSYLVANIA HOSPITAL OF UPHS (EIN 31-1538725), RELATED IRC SECTION 501(C)(3) ORGANIZATIONS. SINCE THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY") REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE SERIES B 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE WAS $14,367,742 FOR PRESBYTERIAN MEDICAL CENTER AND $19,156,988 FOR PENNSYLVANIA HOSPITAL OF UPHS AS OF JUNE 30, 2025. ------------------

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PA HIGHER ED FACILITIES ATHRTY-SERIES A 2025
A	232243852	70917TTD3	2025-02-05	$301,081,714	VARIOUS CAPITAL PROJECTS	false	false	false
WASHINGTON COUNTY ATHRTY-SERIES OF 2004
B	222243852	938591BF0	2004-05-27	$62,500,000	REDEEM 1985 BONDS	false	false	false
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2008
C	222243852	70917RPY5	2008-04-16	$105,805,000	REFUND PHX 2002; CAPITAL PROJECT	false	false	false
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES 2015
D	222243852	70917SSJ3	2015-07-19	$398,010,258	ADV/CUR REFUND; VAR CAP PROJECTS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$343,028	$0	$301,081,714	$0	$0	$0	$1,081,714	$0	$0	$300,000,000	$0	$0	2025	false	false	Yes (true)	Yes (true)
B	$28,000,000	$0	$62,500,000	$0	$0	$0	$465,649	$0	$0	$0	$62,034,351	$0	2004	Yes (true)	false	Yes (true)	Yes (true)
C	$35,810,000	$0	$105,805,000	$0	$0	$0	$786,485	$79,656	$0	$81,538,099	$23,400,760	$0	2009	Yes (true)	false	Yes (true)	Yes (true)
D	$219,955,869	$0	$399,555,547	$0	$0	$0	$2,275,487	$0	$0	$150,000,000	$247,247,274	$32,786	2015	Yes (true)	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00000	0.00000	0.00000	false	false	false	Yes (true)
B							0
C	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00000	0.00000	0.00000	false	false	false	Yes (true)
D	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00189	0.00005	0.00194	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	Yes (true)	false	false	false	false	0	false	Yes (true)
0
B	false	false	Yes (true)	false	Yes (true)	false	false	0	false	Yes (true)
0
C	false	false	Yes (true)	false	Yes (true)	false	false	0	false	Yes (true)
0
D	false	false	Yes (true)	false	false	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (4 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES AB 2016
A	222243852	514045M75	2016-04-07	$346,410,442	ADV. REFUND; VARIOUS CAP. PROJECTS	false	false	false
PA HIGHER ED FACILITIES-UPHS SERIES C 2016
B	222243852	70917SYU1	2017-01-17	$151,191,978	ADV. REFUNDING OF UPHS 2011A	false	false	false
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2017
C	222243852	709175587	2017-12-31	$443,182,248	BUILDING AND STRUCTURES	false	false	false
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2019
D	222243852	70917S6Z1	2019-12-05	$600,000,239	REFUND TAXABLE BOND & NEW MONEY	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (4 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$94,009,001	$0	$358,101,657	$0	$0	$0	$2,769,452	$0	$0	$147,000,000	$208,319,310	$12,895	2018	false	Yes (true)	Yes (true)	Yes (true)
B	$55,092,092	$0	$151,838,338	$0	$0	$0	$1,186,726	$0	$0	$0	$150,618,832	$32,780	2016	false	Yes (true)	Yes (true)	Yes (true)
C	$15,401,227	$0	$445,851,709	$0	$0	$0	$2,341,079	$0	$0	$301,867,554	$141,610,975	$32,101	2018	false	false	Yes (true)	Yes (true)
D	$16,185,278	$0	$600,337,581	$0	$0	$0	$2,986,361	$0	$0	$532,486,718	$64,825,133	$39,369	2021	false	Yes (true)	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (4 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Private Bus Use By OthersPrivateBusUseByOthersPct	Private Bus Concerning UBIPrivateBusConcerningUBIPct	Total Private Business UseTotalPrivateBusinessUsePct	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00022	0.00001	0.00023	false	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00000	0.00000	0.00000	false	false	false	Yes (true)
C	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00000	0.00000	0.00000	false	false	false	Yes (true)
D	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	0.00000	0.00000	0.00000	false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (4 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	Yes (true)	false	false	false	false	0	false	Yes (true)
0
B	false	false	Yes (true)	false	false	false	false	0	false	Yes (true)
0
C	false	false	Yes (true)	false	Yes (true)	false	false	0	false	Yes (true)
0
D	false	false	Yes (true)	false	Yes (true)	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (4 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)
D	Yes (true)

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (3 entries)

Bond ReferenceBondReferenceCd	Bond Issuer EINBondIssuerEIN	CUSIPCUSIPNum	Bond IssuedBondIssuedDt	Issue PriceIssuePriceAmt	PurposePurposeDesc	DefeasedDefeasedInd	On Behalf Of IssuerOnBehalfOfIssuerInd	Pool FinancingPoolFinancingInd
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES A 2021
A	222243852	70917TCC3	2021-04-13	$100,576,074	CURRENT REFUNDING OF UPHS SERIES A	false	false	false
PA HIGHER ED FACILITIES ATHRTY-UPHS SERIES B 2021
B	222243852	70917TCY5	2022-05-18	$125,909,921	REFUND UPHS SERIES 2014 & 2012 BON	false	false	false
PA HIGHER ED FACILITIES ATHRTY- COMM PAPER 2024
C	232243852		2024-11-19	$100,000,000	QUAD RENOVATIONS	false	false	false

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (3 entries)

Bond ReferenceBondReferenceCd	RetiredRetiredAmt	Bond DefeasedBondDefeasedAmt	Total ProceedsTotalProceedsAmt	In Reserve FundInReserveFundAmt	Capitalized InterestCapitalizedInterestAmt	Refunding EscrowRefundingEscrowAmt	Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt	Credit EnhancementCreditEnhancementAmt	Working Capital ExpendituresWorkingCapitalExpendituresAmt	Capital ExpendituresCapitalExpendituresAmt	Other Spent ProceedsOtherSpentProceedsAmt	UnspentUnspentAmt	Substantial CompletionSubstantialCompletionYr	Refunding Tax Exempt BondsRefundingTaxExemptBondsInd	Refunding Taxable BondsRefundingTaxableBondsInd	Final Allocation MadeFinalAllocationMadeInd	Adequate Books And Rec MaintAdequateBooksAndRecMaintInd
A	$3,976,883	$0	$100,599,556	$0	$0	$0	$576,074	$0	$0	$0	$99,996,905	$26,577	2021	Yes (true)	false	Yes (true)	Yes (true)
B	$20,697,307	$0	$126,833,946	$0	$0	$0	$772,682	$0	$0	$0	$126,061,264	$0	2022	Yes (true)	false	Yes (true)	Yes (true)
C	$0	$0	$100,000,000	$0	$0	$0	$0	$0	$0	$100,000,000	$0	$0	2025	false	false	Yes (true)	Yes (true)

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (3 entries)

Bond ReferenceBondReferenceCd	Owning Bond Financed PropertyOwningBondFinancedPropertyInd	Any Lease ArrangementsAnyLeaseArrangementsInd	Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd	Engage Bond Counsel ContractsEngageBondCounselContractsInd	Any Research AgreementsAnyResearchAgreementsInd	Engage Bond Counsel ResearchEngageBondCounselResearchInd	Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd	Change In Use Bond Financed PropChangeInUseBondFinancedPropInd	Remedial Action TakenRemedialActionTakenInd	Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd
A	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	false	Yes (true)
B	false	false	Yes (true)	Yes (true)	Yes (true)	Yes (true)	false	false	false	Yes (true)
C	false	false	false		false		false	false	false	Yes (true)

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (3 entries)

Bond ReferenceBondReferenceCd	Form8038 T FiledForm8038TFiledInd	Rebate Not Due YetRebateNotDueYetInd	Exception To RebateExceptionToRebateInd	No Rebate DueNoRebateDueInd	Variable Rate IssueVariableRateIssueInd	Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd	Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd	Business Name Line1GICProviderName/BusinessNameLine1Txt	Gross Proceeds InvestedGrossProceedsInvestedInd	Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd
0
A	false	false	Yes (true)	false	Yes (true)	false	false	0	false	Yes (true)
0
B	false	false	Yes (true)	false	Yes (true)	false	false	0	false	Yes (true)
0
C	false	false	Yes (true)	false	Yes (true)	false	false	0	false	Yes (true)

Procedures Corrective Action ProceduresCorrectiveActionGrp (3 entries)

Bond ReferenceBondReferenceCd	Procedures Corrective ActionProceduresCorrectiveActionInd
A	Yes (true)
B	Yes (true)
C	Yes (true)

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (5 entries)

Relationship With OrgRelationshipWithOrgTxt	Loan PurposeLoanPurposeTxt	Loan From OrganizationLoanFromOrganizationInd	Original PrincipalOriginalPrincipalAmt	Balance DueBalanceDueAmt	DefaultDefaultInd	Board Or Committee ApprovalBoardOrCommitteeApprovalInd	Written AgreementWrittenAgreementInd
BANET-WEISER SARAH
DEAN, ANNENBERG SCHOOL	SPECIAL EMPLOYEE LN	Yes (X)	$200,000	$165,000	false	Yes (true)	Yes (true)
GUTMANN AMY
FORMER PRESIDENT	SPECIAL EMPLOYEE LN	Yes (X)	$3,700,000	$3,756,561	false	Yes (true)	Yes (true)
LEE SOPHIA Z
DEAN, PENN CAREY LAW	SPECIAL EMPLOYEE LN	Yes (X)	$300,000	$245,000	false	Yes (true)	Yes (true)
STRUNK KATHARINE O
DEAN, GSE	SPECIAL EMPLOYEE LN	Yes (X)	$150,000	$122,500	false	Yes (true)	Yes (true)
WASHINGTON FELICIA
VP, HUMAN RESOURCES	SPECIAL EMPLOYEE LN	Yes (X)	$300,000	$280,000	false	Yes (true)	Yes (true)

Field	Value	IRS element (for citing)
Total Balance Due	$4,569,061	TotalBalanceDueAmt

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (11 entries)

Relationship DescriptionRelationshipDescriptionTxt	TransactionTransactionAmt	TransactionTransactionDesc	Sharing Of RevenuesSharingOfRevenuesInd
EVAN ANDERSON
FAMILY MEMBER OF OFFICER	$103,561	EMPLOYEE COMPENSATION	false
CHRISTOS COUTIFARIS
FAMILY MEMBER OF KEY EE	$411,404	EMPLOYEE COMPENSATION	false
PAULINA COUTIFARIS
FAMILY MEMBER OF KEY EE	$97,711	EMPLOYEE COMPENSATION	false
LAURA DINGFIELD
FAMILY MEMBER OF OFFICER	$267,558	EMPLOYEE COMPENSATION	false
NICHOLAS HEUER
FAMILY MEMBER OF FMR OFF.	$46,560	EMPLOYEE COMPENSATION	false
LIA HOWARD
FAMILY MEMBER OF OFFICER	$94,367	EMPLOYEE COMPENSATION	false
MICHAEL HUSSON MD
FAMILY MEMBER OF OFFICER	$423,489	EMPLOYEE COMPENSATION	false
CHRISTINA JAMESON O'MALLEY
FAMILY MEMBER OF OFFICER	$172,173	EMPLOYEE COMPENSATION	false
ABIGAIL PETERSON
FAMILY MEMBER OF FMR KEY EE	$99,384	EMPLOYEE COMPENSATION	false
PAULA PRITCHETT
FAMILY MEMBER OF FMR OFF.	$182,225	EMPLOYEE COMPENSATION	false
DEOBORAH THOMAS
FAMILY MEMBER OF OFFICER	$336,391	EMPLOYEE COMPENSATION	false

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDesc

ExplanationExplanationTxt

SCHEDULE L, PART III

GRANTS OR ASSISTANCE BENEFITING INTERESTED PERSONS CERTAIN OFFICERS AND/OR KEY EMPLOYEES OF THE UNIVERSITY MAY RECEIVE TUITION ASSISTANCE FROM THE ORGANIZATION. THE AMOUNT OF SUCH ASSISTANCE HAS BEEN ACCOUNTED FOR AS A COMPONENT OF OVERALL COMPENSATION REPORTED FOR EACH APPLICABLE OFFICER/KEY EMPLOYEE ON FORM 990, PART VII. AS A RESULT, PURSUANT TO THE FORM 990, SCHEDULE L INSTRUCTIONS, SUCH AMOUNTS HAVE NOT BEEN ALSO REPORTED ON SCHEDULE L, PART III. --------------------

SCHEDULE L, PART IV

BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. --------------------

Schedule M IRS990ScheduleM

Works Of Art WorksOfArtGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	4	ContributionCnt
Noncash Contributions Rpt F990	$2,195,000	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Art Historical Treasures		ArtHistoricalTreasuresGrp
Art Fractional Interest		ArtFractionalInterestGrp

Books And Publications BooksAndPublicationsGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Noncash Contributions Rpt F990	$1	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Clothing And Household Goods		ClothingAndHouseholdGoodsGrp
Cars And Other Vehicles		CarsAndOtherVehiclesGrp
Boats And Planes		BoatsAndPlanesGrp
Intellectual Property		IntellectualPropertyGrp
Securities Publicly Traded		SecuritiesPubliclyTradedGrp
Securities Closely Held Stock		SecuritiesCloselyHeldStockGrp
Secur Prtnrshp Trust Intrsts		SecurPrtnrshpTrustIntrstsGrp

Securities Miscellaneous SecuritiesMiscellaneousGrp

Field	Value	IRS element (for citing)
Non Cash Checkbox	Yes (X)	NonCashCheckboxInd
Contribution	1239	ContributionCnt
Noncash Contributions Rpt F990	$62,721,599	NoncashContributionsRptF990Amt
Method Of Determining Revenues	FMV	MethodOfDeterminingRevenuesTxt

Field	Value	IRS element (for citing)
Qualified Contrib Hist Struct		QualifiedContribHistStructGrp
Qualified Contrib Other		QualifiedContribOtherGrp
Real Estate Residential		RealEstateResidentialGrp
Real Estate Commercial		RealEstateCommercialGrp
Real Estate Other		RealEstateOtherGrp
Collectibles		CollectiblesGrp
Food Inventory		FoodInventoryGrp
Drugs And Medical Supplies		DrugsAndMedicalSuppliesGrp
Taxidermy		TaxidermyGrp
Historical Artifacts		HistoricalArtifactsGrp
Scientific Specimens		ScientificSpecimensGrp
Archaeological Artifacts		ArchaeologicalArtifactsGrp

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxInd	DescDesc	ContributionContributionCnt	Noncash Contributions Rpt F990NoncashContributionsRptF990Amt	Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)	DONATED EQPMNT	2	$173,447	FMV
Yes (X)	OTHER GIFTS	65	$1,343,638	FMV

Field	Value	IRS element (for citing)
Form8283 Received	19	Form8283ReceivedCnt
Any Property That Must Be Held	false	AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts	Yes (true)	ReviewProcessUnusualNCGiftsInd
Third Parties Used	Yes (true)	ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE M,PART I, LINE 32B	FormAndLineReferenceDesc
Explanation	UTILIZATION OF THIRD PARTIES FOR SALES IN RARE INSTANCES WHERE NON-RARE, DUPLICATE, DONATIONS OF ART, HISTORICAL ASSETS OR OTHER SIMILAR ASSETS ARE RECEIVED, SUCH ITEMS MAY BE SENT TO A NON-PROFIT VENDOR FOR RESALE. THE UNIVERSITY WILL THEN RECEIVE A PORTION OF THE SALES PRICE. THIS ACTIVITY IS TYPICALLY VERY MINOR AND GENERATES LESS THAN $2,000 PER YEAR. THE UNIVERSITY RECORDS ANY CRYPTOCURRENCY CONTRIBUTIONS AS A COMPONENT OF SECURITIES FOR ACCOUNTING PURPOSES. THE UNIVERSITY TYPICALLY UTILIZES A THIRD-PARTY SERVICE TO INITIATE THE IMMEDIATE SALE OF ANY CRYPTOCURRENCY CONTRIBUTIONS RECEIVED.	ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (22 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PART III, LINE 4A &4B	TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THE UNIVERSITY OF PENNSYLVANIA ("PENN"UNIVERSITY") IS ONE OF THE OLDEST UNIVERSITIES IN THE UNITED STATES. IT TRACES ITS ORIGINS BACK TO A CHARITY SCHOOL FOUNDED IN 1740, WAS CHARTERED AS A COLLEGE IN 1755, AND, ON MAY 17, 1757, HELD ITS FIRST COMMENCEMENT, GRADUATING A CLASS OF SEVEN STUDENTS. FROM THESE EARLY AND MODEST BEGINNINGS, PENN HAS GROWN INTO ONE OF THE LEADING RESEARCH AND EDUCATIONAL INSTITUTIONS IN THE UNITED STATES AND IN THE WORLD. PUBLIC SERVICE IS A TOP INSTITUTIONAL PRIORITY FOR PENN. AS SUCH, THE UNIVERSITY AIMS TO PROVIDE A RICH AND DIVERSE EDUCATIONAL ENVIRONMENT FOR ITS STUDENTS; TO PIONEER RESEARCH THAT PUSHES THE BOUNDARIES OF CURRENT HUMAN KNOWLEDGE; AND TO PROVIDE THE MOST CURRENT AND HIGHEST QUALITY IN PATIENT CARE THROUGH THE UNIVERSITY HEALTH SYSTEM. THE UNIVERSITY IS HOME TO THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY, THE INSTITUTE FOR CONTEMPORARY ART, AND THE ANNENBERG CENTER FOR THE PERFORMING ARTS, ALL OF WHICH CONTRIBUTE VITALLY TO ENRICHING THE CULTURAL LIFE OF PHILADELPHIA. IN ADDITION, THE UNIVERSITY IS AN ACTIVE PARTICIPANT IN THE WEST PHILADELPHIA NEIGHBORHOOD THAT IS ITS HOME. I. EDUCATION PENN'S FIRM BELIEF THAT EXCELLENCE AND DIVERSITY GO HAND-IN-HAND IS EVIDENCED BY FY 2025'S CONCOMITANT INCREASES IN ADMISSIONS SELECTIVITY AND CAMPUS MULTICULTURALISM. OF 72,544 STUDENTS WHO APPLIED FOR THE CLASS OF 2029, ONLY 3,570, OR 4.9 PERCENT, WERE OFFERED ADMISSION. FIFTY-THREE PERCENT OF THE ADMITTED CLASS WERE ASSIGNED FEMALE AT BIRTH, AND 47 PERCENT WERE ASSIGNED MALE. THIS EXCEPTIONAL CLASS HAS, AT THE SAME TIME, CONTRIBUTED TO PENN'S ONGOING GROWTH IN DIVERSITY: AMONG UNITED STATES CITIZENS AND PERMANENT RESIDENTS AT PENN, 56.6 PERCENT SELF-IDENTIFY AS STUDENTS OF COLOR. 20.8 PERCENT OF ENROLLED STUDENTS IN THE CLASS OF 2029 IDENTIFY AS FIRST-GENERATION COLLEGE STUDENTS. OF THE 13.1 PERCENT OF INTERNATIONAL STUDENTS ENROLLED IN THE CLASS OF 2029, 43.1 PERCENT WERE FROM ASIA, 19.8 PERCENT FROM EUROPE, 12.9 PERCENT FROM CANADA AND MEXICO, 10.7 PERCENT FROM CENTRAL AND SOUTH AMERICA AND THE CARIBBEAN, 10.1 PERCENT FROM AFRICA, AND 3.5 PERCENT WERE FROM AUSTRALIA AND THE PACIFIC. IN FY 2025, THE AVERAGE FRESHMAN AID PACKAGE WAS $73,405. THIS REPRESENTS A 3.8% INCREASE FROM FY 2024. SINCE FY 2008, WHEN PENN BEGAN ITS GRANT-BASED FINANCIAL AID POLICY, THE AVERAGE FRESHMAN AID PACKAGE HAS INCREASED BY 147 PERCENT. LAUNCHED IN NOVEMBER 2024, THE QUAKER COMMITMENT REAFFIRMS AND EXPANDS PENN'S UNDERGRADUATE FINANCIAL AID PROGRAM, ENSURING ALL AIDED STUDENTS RECEIVE GRANT-BASED PACKAGES THAT MEET 100% OF DEMONSTRATED NEED, WITHOUT LOANS. STUDENTS FROM FAMILIES EARNING LESS THAN $75,000 (WITH TYPICAL ASSETS) RECEIVE A FINANCIAL AID PACKAGE THAT COVERS AT LEAST TUITION, ROOM AND BOARD, AND ASSOCIATED EXPENSES. THESE STUDENTS ALSO HAVE ACCESS TO SUMMER INTERNSHIP OPPORTUNITIES, LAPTOPS, AND OTHER SUPPLEMENTAL FUNDING INITIATIVES. THE QUAKER COMMITMENT ALSO EXPANDS SUPPORT FOR MIDDLE- AND LOWER-INCOME FAMILIES: UNDERGRADUATE STUDENTS WHOSE FAMILIES MAKE UP TO $200,000 (WITH TYPICAL ASSETS) RECEIVE A FINANCIAL AID PACKAGE THAT COVERS AT LEAST THE FULL COST OF TUITION. THE PROGRAM ALSO REMOVES PRIMARY HOME EQUITY FROM THE FINANCIAL AID ASSESSMENT PROCESS. IN FEBRUARY 2025, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ANNOUNCED A $328 MILLION UNDERGRADUATE FINANCIAL AID BUDGET FOR THE 2025-26 ACADEMIC YEAR THAT EXPANDS ACCESS. THIS IS A 6.4% INCREASE IN AID EXPENDITURES FROM 2024-25, DRIVEN LARGELY BY THE QUAKER COMMITMENT FINANCIAL AID INITIATIVE, WHICH IS BEING APPLIED FOR THE FIRST TIME IN ACADEMIC YEAR 2025-26. RANKED NO. 7 AMONG ALL NATIONAL UNIVERSITIES BY U.S. NEWS & WORLD REPORT, PENN IS CONSISTENTLY RECOGNIZED FOR HAVING SOME OF THE TOP ACADEMIC PROGRAMS IN THE COUNTRY. PENN'S UNDERGRADUATE BUSINESS PROGRAM IS RANKED NO. 1 NATIONALLY, WHILE PENN'S GRADUATE PROGRAMS IN BUSINESS AND NURSING ARE CONSISTENTLY RANKED IN THE TOP SIX NATIONWIDE. THE PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA HAS BEEN RANKED AMONG THE TOP MEDICAL SCHOOLS IN THE UNITED STATES FOR THE PAST 20 YEARS, ACCORDING TO U.S. NEWS & WORLD REPORT'S SURVEY OF RESEARCH-ORIENTED MEDICAL SCHOOLS. IN FY 2025, PENN RECEIVED $686.7 MILLION IN FUNDING FROM THE NATIONAL INSTITUTES OF HEALTH (NIH). OF THE $686.7 MILLION, THE PERELMAN SCHOOL OF MEDICINE RECEIVED $589.5 MILLION. THE SCHOOL IS CONSISTENTLY AMONG THE NATION'S TOP RECIPIENTS OF FUNDING FROM NIH. II. RESEARCH PENN IS ONE OF THE TOP RESEARCH UNIVERSITIES IN THE WORLD, WITH MORE THAN $2.18 BILLION IN ANNUAL R&D EXPENDITURES FOR FY 2025. THE UNIVERSITY GENERATES GROUNDBREAKING DISCOVERIES IN THE FIELDS OF MEDICINE, TECHNOLOGY, BUSINESS, SCIENCE, AND BEYOND, AND APPLIES THIS KNOWLEDGE TO IMPROVE THE LIVES OF INDIVIDUALS AND COMMUNITIES AT HOME AND ABROAD. IN FALL 2024, LUKA KRIZANAC BECAME THE PERELMAN SCHOOL OF MEDICINE'S FIFTH HAND TRANSPLANT RECIPIENT, A MILESTONE IN THE PROGRAM'S INTERNATIONAL LEADERSHIP IN THE HIGHLY SPECIALIZED FIELD OF VASCULARIZED COMPOSITE ALLOTRANSPLANTATION. IT WAS THE FIRST SURGERY OF ITS KIND AT THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA SINCE 2019. SIX MONTHS AFTER KRIZANAC'S BILATERAL HAND TRANSPLANT AT PENN MEDICINE, HE IS ABLE TO DO TASKS THAT WERE IMPOSSIBLE BEFORE HIS TRANSPLANT: TYPING ON HIS IPHONE, PICKING UP FOOD TO EAT, AND HOLDING A CUP. PENN INTEGRATES KNOWLEDGE PROFESSORS HOLD APPOINTMENTS IN TWO OR MORE SCHOOLS AT PENN AND DRAW ON THEIR BREADTH OF KNOWLEDGE TO COLLABORATE WITH COLLEAGUES ACROSS DISCIPLINES ON BOUNDARY-BREAKING RESEARCH TO ILLUMINATE SOME OF THE MOST FUNDAMENTAL ISSUES OF OUR TIME. BROADENING AND DEEPENING THE UNIVERSITY'S COMMITMENT TO INTERDISCIPLINARY KNOWLEDGE, IN NOVEMBER 2024, SQUIRE BOOKER WAS APPOINTED A PENN INTEGRATES KNOWLEDGE UNIVERSITY PROFESSOR. BOOKER WAS NAMED THE RICHARD PERRY UNIVERSITY PROFESSOR IN THE DEPARTMENT OF CHEMISTRY IN THE SCHOOL OF ARTS & SCIENCES AND THE DEPARTMENT OF BIOCHEMISTRY AND BIOPHYSICS IN THE PERELMAN SCHOOL OF MEDICINE. BOOKER IS A WORLD-RENOWNED INTERDISCIPLINARY CHEMIST. IN JANUARY 2025, PENN CELEBRATED FIVE YEARS OF EXCELLENCE AT VINUNIVERSITY. SEVEN YEARS AGO, PENN JOINED FORCES WITH VINUNIVERSITY IN VIETNAM TO DEVELOP UNDERGRADUATE AND GRADUATE CURRICULA WHILE BUILDING A WORLD-CLASS FACULTY IN HEALTH SCIENCES AND NURSING, WITH A SHARED GOAL OF TRANSFORMING MEDICAL AND NURSING EDUCATION IN VIETNAM. 2025 MARKS A SIGNIFICANT MILESTONE: FIVE YEARS SINCE VINUNIVERSITY OPENED ITS DOORS. PENN PRESIDENT J. LARRY JAMESON TRAVELED TO VINUNIVERSITY TO CELEBRATE THE UNIVERSITY'S GROWTH AND SUCCESS. -HTTPS://PENNTODAY.UPENN.EDU/NEWS/CELEBRATING-FIVE-YEARS-PENN- EXCELLENCE-VINUNIVERSITY IN FEBRUARY 2025, THE DEPARTMENT OF STATE RECOGNIZED PENN AS A FULBRIGHT U.S. STUDENT PROGRAM "TOP PRODUCING INSTITUTION," ONE OF THE COLLEGES AND UNIVERSITIES WITH THE HIGHEST NUMBER OF AWARDEES, FOR THE 2024-25 ACADEMIC YEAR. IN 2024, 15 PENN STUDENTS AND ALUMNI WERE OFFERED FULBRIGHT GRANTS TO 13 COUNTRIES. THE FULBRIGHT PROGRAM, FOUNDED IN 1946, IS THE U.S. GOVERNMENT'S FLAGSHIP INTERNATIONAL EDUCATIONAL EXCHANGE PROGRAM, AWARDING STUDY/RESEARCH GRANTS TO FUND AS LONG AS 12 MONTHS OF INTERNATIONAL EXPERIENCE. - HTTPS://FULBRIGHTPROGRAM.ORG/TPI/?_FILTER_TPI_TYPE=STUDENT&_FILTER_TPI_YEA R=2024-2025 -HTTPS://ECA.STATE.GOV/FULBRIGHT/ABOUT-FULBRIGHT/FULBRIGHT-PROGRAM- OVERVIEW IN MARCH 2025, PENN ANNOUNCED THE INAUGURAL DRAW DOWN THE LIGHTNING GRANT RECIPIENTS. THESE PROJECTS TAKE ON THE GREAT CHALLENGES OF OUR TIME, ADVANCING THE INVENTIVE AND ENGAGED SPIRIT OF PENN'S STRATEGIC FRAMEWORK, IN PRINCIPLE AND PRACTICE. THE RECIPIENTS COMPRISE INTERWOVEN TEAMS OF FACULTY, STUDENTS, POSTDOCTORAL SCHOLARS, AND STAFF COLLECTIVELY ANCHORED AT EIGHT SCHOOLS AND 10 ACADEMIC AND ADMINISTRATIVE CENTERS. THE 12 WINNING PROJECTS WERE SELECTED FROM AMONG 230 TOTAL PROPOSALS AND RANGE SIGNIFICANTLY IN SCOPE AND SIZE, FROM SOLO PROJECTS TO COLLABORATIONS FEATURING A DOZEN TEAM MEMBERS FROM ACROSS MULTIPLE SCHOOLS AND CENTERS. "THESE INITIATIVES ARE A TESTAMENT TO THE INCREDIBLE INGENUITY AND DEDICATION OF OUR PENN COMMUNITY TO TACKLING PRESSING ISSUES BOTH LOCALLY AND GLOBALLY," SAID PENN PRESIDENT J. LARRY JAMESON. "FROM IMPORTANT EFFORTS TO ADDRESS CLIMATE CHANGE, IMPROVE HEALTH, ADVANCE THE ARTS, DEVELOP AI, AND MORE, THESE INNOVATIVE PROJECTS ARE SURE TO MAKE A TANGIBLE IMPACT ON THE PENN COMMUNITY AND BEYOND." ALSO IN MARCH 2025, RESEARCHERS AT PENN DENTAL MEDICINE AND COLLABORATORS USED A CLINICAL-GRADE ANTIVIRAL CHEWING GUM TO SUBSTANTIALLY REDUCE VIRAL LOADS OF TWO HERPES SIMPLEX VIRUSES AND TWO INFLUENZA A STRAINS IN EXPERIMENTAL MODELS. THE RESEARCH BUILDS ON PREVIOUS WORK AT PENN THAT SHOWED A SIMILAR APPROACH WAS ABLE TO REDUCE SARS-COV-2 IN COVID-19 PATIENT SALIVA BY MORE THAN 95 PERCENT.
FORM 990, PART III, LINE 4A & 4B (CONT.)	IN MARCH 2025, TOO, RESEARCHERS FROM PENN'S BEHAVIOR CHANGE FOR GOOD INITIATIVE AND THEIR COLLABORATORS CONDUCTED A MEGASTUDY TO INVESTIGATE WHETHER LOW-COST NUDGES-INFORMED BY BEHAVIORAL SCIENCE-COULD HELP TEACHERS ACCELERATE STUDENT PROGRESS IN MATH. RESEARCHERS FOUND THAT BEHAVIORALLY INFORMED EMAIL MESSAGES SLIGHTLY IMPROVED STUDENTS' MATH PROGRESS COMPARED TO CONTROL MESSAGES. IN APRIL 2025, FIVE FOURTH-YEARS WERE AWARDED THE PRESIDENT'S ENGAGEMENT PRIZE, WHICH AWARDS EACH CHOSEN PROJECT $100,000, AS WELL AS A $50,000 LIVING STIPEND PER TEAM MEMBER. A TRIO'S PRIZE-WINNING PROJECT, NOURISH TO FLOURISH, WILL USE BEHAVIORAL ECONOMICS-BASED INTERVENTIONS TO ADDRESS HUNGER AND NUTRITION INEQUALITIES IN WEST PHILADELPHIA. THE OTHER PROJECT, PIXEL, WILL EXPAND A WEEKLY AFTER-SCHOOL INITIATIVE THAT IMMERSES YOUNG STUDENTS IN THE FIELDS OF ANIMATION AND FILM PRODUCTION, ARCHITECTURE, ILLUSTRATION, PHOTOGRAPHY, AND DESIGN. ALSO IN APRIL 2025, PENN FORMALLY LAUNCHED THE PENN AI INITIATIVE. BY LEVERAGING THE EXPERTISE OF DISTINGUISHED FACULTY ACROSS ENGINEERING, SCIENCE, BUSINESS, MEDICINE, LAW, AND THE HUMANITIES, PENN AI FOSTERS STRATEGIC COLLABORATIONS WITH ACADEMIA, INDUSTRY, AND POLICYMAKERS TO ADDRESS PRESSING CHALLENGES IN AI. -HTTPS://AI.UPENN.EDU/ IN MAY 2025, PROFESSOR OF HISTORY BENJAMIN NATHANS WAS AWARDED THE PULITZER PRIZE IN GENERAL NONFICTION FOR HIS GROUNDBREAKING BOOK "TO THE SUCCESS OF OUR HOPELESS CAUSE: THE MANY LIVES OF THE SOVIET DISSIDENT MOVEMENT." HIS BOOK HAS BEEN PRAISED AS AN EMPATHETIC, WELL-RESEARCHED, AND AUTHORITATIVE ANALYSIS OF THE SOVIET DISSIDENT MOVEMENT. THE PULITZER COMMITTEE DESCRIBED IT AS "A PRODIGIOUSLY RESEARCHED AND REVEALING HISTORY OF SOVIET DISSENT, HOW IT WAS REPEATEDLY PUT DOWN AND CAME TO LIFE AGAIN, POPULATED BY A SPRAWLING CAST OF COURAGEOUS PEOPLE DEDICATED TO FIGHTING FOR THREATENED FREEDOMS AND HARD-EARNED RIGHTS." -HTTPS://WWW.HISTORY.UPENN.EDU/PEOPLE/FACULTY/BENJAMIN-NATHANS -HTTPS://WWW.PULITZER.ORG ALSO IN MAY 2025, THE FIFTH COHORT OF PENN PROJECT FOR PROGRESS TEAMS RECEIVED UP TO $100,000 EACH TO SUPPORT EDUCATION, HEALTH, AND URBAN AGRICULTURE, RESPECTIVELY, IN PHILADELPHIA. THE GROUPS OF WINNERS WILL CREATE AN APP TO HELP STUDENTS APPLY TO COLLEGE AND FOR FINANCIAL AID, A PROGRAM TO ADDRESS THE LACK OF AVAILABILITY AND ACCESSIBILITY OF HEALTH SYSTEM NAVIGATION SUPPORT AMONG UNDER-RESOURCED COMMUNITIES, AND ESTABLISH THE URBAN FOOD SYSTEMS COMMUNITY OF PRACTICE, UNITING PHILADELPHIANS TO IMPROVE THE CITY'S FOOD SYSTEM. ONE MEASURE OF EXCELLENCE FOR THE RESEARCH AND ACADEMIC STUDIES CONDUCTED AT PENN IS THE NUMEROUS PRESTIGIOUS AWARDS THAT HAVE BEEN CONFERRED ON PENN FACULTY. THE FACULTY, ACTIVE AND EMERITI, INCLUDES 121 MEMBERS OF THE AMERICAN ACADEMY OF ARTS AND SCIENCES, 138 MEMBERS OF THE NATIONAL ACADEMY OF MEDICINE, 55 MEMBERS OF THE NATIONAL ACADEMY OF SCIENCES, 40 MEMBERS OF THE AMERICAN PHILOSOPHICAL SOCIETY, 187 GUGGENHEIM FELLOWS, AND 17 MEMBERS OF THE NATIONAL ACADEMY OF ENGINEERING. THE FACULTY IS HOME TO NINE MACARTHUR AWARD RECIPIENTS, ONE NATIONAL MEDAL OF SCIENCE RECIPIENT, TWO NOBEL PRIZE RECIPIENTS, AND FOUR PULITZER PRIZE RECIPIENTS. PENN'S RENOWNED RESEARCH COMMUNITY COMPRISES 209 RESEARCH CENTERS AND INSTITUTES, 5,827 FACULTY, MORE THAN 1,392 POSTDOCTORAL FELLOWS, AND 6,430 ACADEMIC SUPPORT STAFF AND GRADUATE STUDENT TRAINEES. RESEARCH GRANTS WON BY PENN FACULTY MAKE IT ONE OF THE HIGHEST RANKED RESEARCH UNIVERSITIES IN THE COUNTRY. III. PUBLIC SERVICE MISSION COMMUNITY INFRASTRUCTURE SINCE ESTABLISHING ITS HOME IN WEST PHILADELPHIA IN 1872 WITH THE OPENING OF COLLEGE HALL, PENN HAS PRIORITIZED SERVING THE COMMUNITY AND FOSTERING A VIBRANT ENVIRONMENT FOR RESIDENTS AND WORKERS ALIKE. IN 2025, THE UNIVERSITY MARKED 19 YEARS OF PROGRESS AND SUCCESS WITH ITS LAND USE AND CAMPUS DEVELOPMENT STRATEGY, PENN CONNECTS, WHICH HAS EVOLVED THROUGH THREE DISTINCT PHASES. THESE PLANS HAVE PLAYED A PIVOTAL ROLE IN CREATING A DYNAMIC AND SUSTAINABLE URBAN CAMPUS THAT IS UNIQUELY "PHILADELPHIAN." -HTTP://WWW.PENNCONNECTS.UPENN.EDU/ URBAN REDEVELOPMENT SINCE 2006, PENN HAS ADDED 30 ACRES OF NEW AND RENOVATED OPEN SPACE, 8,000 NEW AND RENOVATED STUDENT BEDS, 9.1 MILLION SQUARE FEET OF NEW CONSTRUCTION, AND 3.8 MILLION SQUARE FEET OF RENOVATION, REPRESENTING A TOTAL COMMITMENT OF PUBLIC AND PRIVATE INVESTMENT OF MORE THAN $7.5 BILLION TO ITS WEST PHILADELPHIA CAMPUS (APPROXIMATELY $3.6 BILLION PENN, $2.7 BILLION PENN MEDICINE, $1.2 BILLION THIRD-PARTY DEVELOPMENT). AS OF JUNE 30, 2025, PENN HAD $408 MILLION OF CAPITAL PROJECT SPEND, NOT INCLUDING THE HEALTH SYSTEM. PENN ENCOURAGES LOCAL ECONOMIC OPPORTUNITY BY ENSURING THAT BUSINESSES AND INDIVIDUALS IN OUR LOCAL COMMUNITIES HAVE THE OPPORTUNITY TO BE CONSIDERED FOR WORK ON ITS MAJOR CAPITAL PROJECTS. -HTTPS://WWW.FACILITIES.UPENN.EDU/ THE MAJOR CONSTRUCTION PROJECTS COMPLETED IN FY 2025 ARE AMY GUTMANN HALL, OTT CENTER FOR TRACK AND FIELD, VAGELOS LABORATORY FOR ENERGY SCIENCE AND TECHNOLOGY, COLLEGE HALL WEST WING RENOVATIONS, 3935 WALNUT STREET, AND 3600 CIVIC CENTER BOULEVARD. -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/AMYGUTMANNHALL -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/OTT-CENTER-FOR-TRACK-AND- FIELD -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/VAGELOS-LABORATORY-ENERGY- SCIENCE-AND-TECHNOLOGY -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/COLLEGE-HALL -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/3935-WALNUT-STREET -HTTPS://FACILITIES.UPENN.EDU/MAPS/LOCATIONS/CENTER-HEALTHCARE-TECHNOLOGY THE EASTERN SIDE OF UNIVERSITY CITY, ONCE DOMINATED BY THE 24-ACRE UNITED STATES POST OFFICE'S SOUTHEASTERN PENNSYLVANIA HEADQUARTERS WAS PURCHASED BY PENN IN 2004 AND REDEVELOPED. THIS LAND CONNECTS UNIVERSITY CITY TO PHILADELPHIA'S CENTER CITY (CENTRAL BUSINESS DISTRICT) AND ITS TRANSPORTATION HUB AT 30TH AND MARKET STREETS (AMTRAK'S STATION, SEPTA'S COMBINATION OF PUBLIC RAIL AND BUS TRANSIT, AND INTERSTATE 76). THE ELEMENTS OF THE REDEVELOPMENT PLAN INCLUDED REPLACING THE POST OFFICE'S SURFACE PARKING LOT WITH THE UNIVERSITY'S 14-ACRE PENN PARK, WHICH OPENED IN THE FALL OF 2011. IT SERVES THE CAMPUS AND COMMUNITY AS OPEN SPACE AND A MIX OF ATHLETIC FACILITIES THAT INTRODUCED BOTH A NEW GATEWAY TO UNIVERSITY CITY AND A NEW GREENWAY WITH ENVIRONMENTAL BENEFITS; IT HAS ADDED MORE THAN 500 NEW INDIGENOUS TREES AND PLANT LIFE AND CAPTURES AND REUSES STORM WATER TO MITIGATE RUNOFF INTO THE SCHUYLKILL RIVER. NORTH OF PENN PARK IS CIRA CENTRE SOUTH, DEVELOPED BY BRANDYWINE REALTY TRUST ON WHAT WAS ONCE THE POST OFFICE'S TRUCK TERMINAL ANNEX. THE UNIVERSITY LEASED THE LAND TO THIS PRIVATE DEVELOPER WHICH BUILT A THREE-STRUCTURE COMPLEX INCLUDING: EVO, AN 850-BED GRADUATE STUDENT AND YOUNG PROFESSIONAL APARTMENT BUILDING; CIRA GREEN, A MIXED-USE BUILDING INCLUDING A 1,662 SPACE PARKING GARAGE, 9,000 SQUARE FEET OF STREET LEVEL RETAIL BUSINESSES, AND A ONE-ACRE ROOFTOP GREEN AND OPEN SPACE; AND FMC TOWER, A 49-STORY, 730-FOOT SKYSCRAPER AND GLOBAL HEADQUARTERS OF THE SPECIALTY CHEMICAL COMPANY, FMC CORPORATION. THE UNIVERSITY IS LEASING BACK FROM BRANDYWINE 125,000 SQUARE FEET FOR PENN ADMINISTRATIVE OFFICES. THE TOWER'S UPPER-MOST FLOORS CONTAIN 260 LUXURY HOTEL SUITES, AND A CONFERENCE CENTER TARGETED AT PROFESSIONALS AND OPERATED BY A THIRD-PARTY HOUSING SPECIALIST. THE STREET LEVEL LOBBY HOSTS A RESTAURANT. PENNOVATION LESS THAN ONE MILE SOUTH OF PENN'S CAMPUS, ACROSS THE SCHUYLKILL RIVER, IS THE 23-ACRE BUSINESS INCUBATOR AND RESEARCH LAB NAMED PENNOVATION WORKS. OPENED IN 2016, IT PROVIDES LAB SPACE FOR PENN INNOVATORS AND RESEARCHERS AND IS A HUB FOR MULTIDISCIPLINARY COLLABORATION. THESE RESEARCHERS AND ENTREPRENEURS WORK WITH INDUSTRY PARTNERS TO SOLVE REAL WORLD PROBLEMS AND TRANSLATE DISCOVERIES INTO VIABLE VENTURES. BY GROUPING FACILITIES FOR INNOVATION AND TECHNOLOGICAL DEVELOPMENT, PENN BUILT A MULTIFACETED WORKSHOP FOR HARNESSING AND COMMERCIALIZING THE TREMENDOUS CREATIVE RESEARCH POTENTIAL IN THE REGION. THE PRECINCT INCLUDES MULTIPLE STRUCTURES, INCLUDING THE PENNOVATION CENTER, PENNOVATION LAB, INNOVATOR OFFICE BUILDING, AND OTHER OFFICE SPACES FORMING A COMMUNITY OF OVER 100 COMPANIES AND HUNDREDS OF EMPLOYEES. HTTPS://WWW.PENNOVATION.UPENN.EDU THE CLIFTON CENTER FOR MEDICAL BREAKTHROUGHS ON THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM'S (UPHS) CAMPUS, THERE IS THE CLIFTON CENTER FOR MEDICAL BREAKTHROUGHS - A 1.5 MILLION SQUARE FOOT BUILDING HOUSING 504 PRIVATE PATIENT ROOMS AND 47 OPERATING ROOMS. FORMERLY KNOWN AS THE PAVILION, THIS $1.6 BILLION FACILITY WAS RENAMED FOR DONORS CATHERINE AND ANTHONY CLIFTON. IT IS LOCATED ACROSS THE STREET FROM THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA AND ADJACENT TO THE PERELMAN CENTER FOR ADVANCED MEDICINE, WHICH OPENED IN 2008, REPLACING WHAT WAS ONCE THE PHILADELPHIA CIVIC CENTER. THE CLIFTON CENTER TEAMS HAVE CARED FOR HUNDREDS OF THOUSANDS OF PATIENTS THROUGH ITS EMERGENCY DEPARTMENT, ORGAN TRANSPLANTS, AND DAILY
FORM 990, PART III, LINE 4A & 4B (CONT.)	SURGICAL PROCEDURES. THE STATE-OF-THE-ART FACILITY ALSO SERVES PATIENTS IN STUDIES LIKE CAR T CELL THERAPY FOR GLIOBLASTOMA AND MRI TECHNIQUES FOR PREDICTION OF COMA RECOVERY. THIS STATE-OF-THE-ART BUILDING INCLUDES ADAPTABLE PATIENT ROOMS THAT CAN FLEX BETWEEN INTENSIVE CARE AND A STANDARD ROOM AS PATIENTS RECOVER. ADDITIONALLY, THE CENTER WAS DESIGNED TO BE ECO-FRIENDLY AND CONSTRUCTED WITH INNOVATIONS LIKE THE RE-USE OF WATER, 100 PERCENT OUTSIDE AIR, AND PARK-LIKE, OUTDOOR GREEN SPACE FOR PATIENTS, FAMILIES, AND STAFF. -HTTPS://WWW.PENNMEDICINE.ORG/LOCATIONS ECONOMIC IMPACT (PENN & PHILLY) IN 2024, PENN LAUNCHED PENN & PHILLY, A STORYTELLING INITIATIVE THAT CATALOGUES AND COMMUNICATES THE ARRAY OF COMMUNITY PARTNERSHIPS GENERATING SOCIAL AND ECONOMIC IMPACT IN WEST PHILADELPHIA AND ACROSS THE CITY. THIS INITIATIVE IS AN EXAMPLE OF PENN'S ROLE AS AN "ANCHORED UNIVERSITY" THAT AIMS TO ACT AS "AN EXCELLENT PHILADELPHIA NEIGHBOR AND GLOBAL CITIZEN." -HTTPS://IN-PRINCIPLE-AND-PRACTICE.UPENN.EDU/IPAP.PDF IT HIGHLIGHTS SIX AREAS OF FOCUS: 1.PUBLIC EDUCATION; 2.ARTS, CULTURE, AND RECREATION; 3.HEALTHY COMMUNITIES; 4.KNOWLEDGE IN ACTION; 5.ECONOMIC OPPORTUNITIES; AND 6.TOMORROW'S INDUSTRIES FOLDED WITHIN PENN & PHILLY ARE THE LATEST ECONOMIC IMPACT RESULTS (AS OF FY 2024). CONSIDERING BOTH THE UNIVERSITY AND HEALTH SYSTEM, PENN GENERATED $25.2 BILLION IN TOTAL OUTPUT WITHIN PHILADELPHIA, SUPPORTING 106,600 DIRECT, INDIRECT, AND INDUCED JOBS WITH $11.2 BILLION IN EMPLOYEE COMPENSATION. PENN ALSO GENERATED $30.4 BILLION IN TOTAL OUTPUT WITHIN PENNSYLVANIA, SUPPORTING 155,000 DIRECT, INDIRECT, AND INDUCED JOBS WITH $15 BILLION IN EMPLOYEE COMPENSATION; AND $37.7 BILLION IN TOTAL OUTPUT WITHIN THE PENN REGION, SUPPORTING 161,600 DIRECT, INDIRECT, AND INDUCED JOBS WITH $15.8 BILLION IN EMPLOYEE COMPENSATION. PENN ACCOUNTS FOR 1 IN EVERY 7 JOBS IN PHILADELPHIA AND GENERATES APPROXIMATELY $1 OUT OF EVERY $8 IN LOCAL TAX REVENUE COLLECTED BY THE CITY OF PHILADELPHIA. HTTPS://PENNANDPHILLY.UPENN.EDU/ PUBLIC EDUCATION FINANCIAL SUPPORT IN FY 2021, PENN ANNOUNCED THE LARGEST VOLUNTARY CONTRIBUTION TO THE SCHOOL DISTRICT OF PHILADELPHIA IN CITY HISTORY: $100 MILLION OVER A PERIOD OF TEN YEARS. PENN'S FINANCIAL SUPPORT IS HELPING REMEDIATE ENVIRONMENTAL HAZARDS, INCLUDING ASBESTOS AND LEAD, IN PUBLIC SCHOOL BUILDINGS. THIS FUNDING IS ENABLING THE SCHOOL DISTRICT TO ACCELERATE AND EXPAND THEIR RESPONSE TO ENVIRONMENTAL CONCERNS IN FACILITIES OWNED BY THE SCHOOL DISTRICT ACROSS THE CITY. 296 BUILDINGS ARE NOW PART OF A STRENGTHENED ASBESTOS MANAGEMENT PROGRAM; INCLUDING PENN'S SUPPORT, THE DISTRICT ALLOCATED $55 MILLION TO ENVIRONMENTAL EFFORTS IN FY 2024, WITH $61 MILLION BUDGETED FOR FY 2025. PENN ALSO MAINTAINS HISTORIC TIES TO LOCAL ELEMENTARY SCHOOLS IN WEST PHILADELPHIA; BOTH THE TANNER MOSSEL ALEXANDER AND HENRY LEA SCHOOLS HAVE RECEIVED ANNUAL CONTRIBUTIONS/IN-KIND SUPPORT OF APPROXIMATELY $1 MILLION TO SUPPORT THEIR STUDENTS. ECONOMIC OPPORTUNITY LOCAL ENGAGEMENT IS A BEDROCK COMPONENT OF PENN'S DEDICATION TO PHILADELPHIA. ONE EXPRESSION OF THAT ENGAGEMENT INCLUDES PENN'S LOCAL ECONOMIC OPPORTUNITY INITIATIVES: THE UNIVERSITY PARTNERING WITH BOTH INDIVIDUALS AND BUSINESSES TO PROVIDE NECESSARY SERVICES AND PRODUCTS. WORKFORCE PENN'S DIVISION OF HUMAN RESOURCES ENCOURAGES THE RECRUITMENT, RETENTION, AND DEVELOPMENT OF A COMMITTED WORKFORCE WITH A WIDE RANGE OF BACKGROUNDS, EXPERIENCES AND PERSPECTIVES. PENN HAS RETAINED APPLEONE AS A PREFERRED PROVIDER OF TEMPORARY SERVICES SINCE 2016. APPLEONE, THE LARGEST WOMAN- AND MINORITY-OWNED STAFFING AGENCY IN NORTH AMERICA, ACTIVELY RECRUITS TEMPORARY STAFF FROM THE LOCAL COMMUNITY. HTTPS://WWW.HR.UPENN.EDU/ SUPPLIER ECONOMIC OPPORTUNITY SINCE 1986, PENN HAS SUPPORTED LOCAL ECONOMIC OPPORTUNITY BY LEVERAGING THE UNIVERSITY'S PURCHASING POWER TO PARTNER WITH A RANGE OF PHILADELPHIA BUSINESSES. IN 2021, PENN LAUNCHED A CAMPAIGN UNDER THE NAME FUELING BUSINESS GROWTH WITH THE GOAL OF INCREASING ACCESS FOR MORE BUSINESSES AND GENERATING MORE LOCAL ECONOMIC DEVELOPMENT. AS A RESULT, THE UNIVERSITY HAS CONTINUED TO DRIVE ROBUST LOCAL PROCUREMENT SPENDING. IN THE MOST RECENTLY COMPLETED FISCAL YEAR, PENN PURCHASED MORE THAN $460 MILLION IN GOODS AND SERVICES WITHIN THE CITY OF PHILADELPHIA AND OVER $700 MILLION WITHIN 25 MILES FROM CAMPUS. THE UNIVERSITY HAS ALSO CONTINUED ITS ROBUST OUTREACH ACTIVITIES, HIGHLIGHTED BY THE PENN LOCAL BUSINESS EXCHANGE EVENT. THIS REBRANDED ANNUAL GATHERING WAS HELD IN OCTOBER 2025. OVER 500 ATTENDEES ATTENDED THE EVENT WHICH FEATURED A FORUM AND SUPPLIER EXPO. DOZENS OF LOCAL SUPPLIERS WERE SHOWCASED AT THE EXPO, SPANNING A VARIETY OF BUSINESS CATEGORIES INCLUDING CONSTRUCTION, FURNITURE, CATERING, PRINT SERVICES, TECHNOLOGY, BRANDED APPAREL, AND MANY MORE. SUSTAINABILITY IN 2007, FORMER UNIVERSITY PRESIDENT AMY GUTMANN SIGNED THE AMERICAN COLLEGE AND UNIVERSITY PRESIDENTS' CLIMATE COMMITMENT (ACUPCC). THIS PLEDGE COMMITTED PENN TO DEVELOPING PLANS FOR SIGNIFICANT REDUCTIONS OF EMISSIONS OF CLIMATE-ALTERING GREENHOUSE GASES. PENN'S INITIAL CLIMATE ACTION PLAN (CAP) LAUNCHED IN 2009 AND IS REISSUED EVERY FIVE YEARS. THE CLIMATE AND SUSTAINABILITY ACTION PLAN (CSAP) SERVES AS THE UNIVERSITY'S ROADMAP TO ADDRESS THE ENVIRONMENTAL CHALLENGES IN FRONT OF US, WEAVING TOGETHER OUR COLLABORATIVE EFFORTS TO MAKE PROGRESS TOWARD PENN'S GOAL OF CARBON NEUTRALITY BY 2042 AND OTHER AMBITIOUS FIVE-YEAR GOALS THAT SPAN KEY SUSTAINABILITY INITIATIVE AREAS. IN NOVEMBER OF 2024, PENN SUSTAINABILITY ISSUED THE FOURTH ITERATION OF THE PLAN TITLED THE CLIMATE AND SUSTAINABILITY ACTION PLAN 4.0 (CSAP 4.0). CSAP 4.0 INTEGRATES SUSTAINABILITY AND CLIMATE-CONSCIOUS DESIGN ACROSS PENN'S CAMPUS, OPERATIONS, AND MANAGEMENT, WHILE EXPANDING GOALS FOR TEACHING AND SCHOLARSHIP IN CLIMATE, SUSTAINABILITY, AND THE ENVIRONMENT. HTTPS://WWW.SUSTAINABILITY.UPENN.EDU/RESOURCES/CLIMATE-AND- SUSTAINABILITY-ACTION-PLAN-40-CSAP-40-FY25-29 PENN'S CSAP 4.0 FY 2025 PROGRESS REPORT HIGHLIGHTS DOZENS OF ACCOMPLISHMENTS MADE THIS YEAR AT THE UNIVERSITY'S MAIN CAMPUS, HEALTH SYSTEM, MORRIS ARBORETUM & GARDENS, NEW BOLTON CENTER, AND THROUGHOUT PENN'S REAL ESTATE PORTFOLIO. OVER THE NEXT FOUR YEARS, PENN SUSTAINABILITY AND ITS COLLABORATORS WILL CONTINUE TO BUILD UPON THESE INITIAL DEVELOPMENTS, TAKING COLLECTIVE ACTION TO ADDRESS THE GOALS OUTLINED IN THE CLIMATE & SUSTAINABILITY ACTION PLAN 4.0. KEY ACHIEVEMENTS IN FY 2025 INCLUDE: ACADEMICS: -PENN CREATED THE INAUGURAL VICE PROVOST FOR CLIMATE SCIENCE, POLICY, AND ACTION POSITION. THE NEW VICE PROVOST WILL OVERSEE PENN CLIMATE, AN OFFICE WORKING ACROSS THE UNIVERSITY'S TWELVE SCHOOLS TO BOLSTER PENN'S LEADERSHIP IN SUSTAINABILITY AND CLIMATE. PENN CLIMATE'S FIRST SEMINAR SERIES TOOK PLACE THIS FALL 2025. -THE ENVIRONMENTAL CENTERS WORKING GROUP WAS LAUNCHED WITH REPRESENTATION FROM THREE DOZEN CENTERS AROUND CAMPUS, PROVIDING A FORUM FOR SHARING BEST PRACTICES AND DEVELOPING COLLABORATIONS. ADDITIONAL WORKING GROUPS ON EXTREME HEAT AND BIODIVERSITY CONVENED TO BOLSTER INTERDISCIPLINARY RESEARCH. -PENN SENT A DELEGATION TO THE UNITED NATIONS' CONFERENCE OF THE PARTIES TO THE CONVENTION ON BIOLOGICAL RESOURCES (CBD COP) FOR THE FIRST TIME IN THE FALL OF 2024. UTILITIES & OPERATIONS: -THE MAIN CAMPUS'S NET EMISSIONS FELL BY 4.5% BETWEEN FY 2024 AND FY 2025 AND HAS DROPPED BY 49% SINCE FY 2009. THE SOLAR POWER PURCHASE AGREEMENT (PPA) BECAME FULLY OPERATIONAL IN FY 2025 AND HELPED TO REDUCE THE MAIN CAMPUS'S ELECTRICITY EMISSIONS BY 36%. -THE POWER PURCHASE AGREEMENT (PPA) RESEARCH FUNDS SUPPORTED THREE RESEARCH PROJECTS IN 2024: (1) UNDERSTANDING CARBON TRADEOFFS IN SITE DESIGN FOR PHOTOVOLTAIC ARRAYS: COMPARISONS OF SOLAR PHOTOVOLTAIC, AGRICULTURAL CROPPING AND AGRIVOLTAICS ARRANGEMENTS, (2) EVALUATING STORMWATER RUNOFF AT UPENN'S SOLAR PROJECT IN CENTRAL PENNSYLVANIA, AND (3) SHINE ON PENNSYLVANIA: ASSESSING COMMUNITY ACCEPTANCE OF LARGE-SCALE SOLAR PROJECTS. PHYSICAL ENVIRONMENT: -PENN HAS CONTINUED TO PRIORITIZE THE CONSTRUCTION OF SUSTAINABLE, ENERGY-EFFICIENT BUILDINGS. THE VAGELOS LABORATORY FOR ENERGY SCIENCE AND TECHNOLOGY, WITH ITS SIGNATURE SUNSHADES, RECEIVED LEED PLATINUM CERTIFICATION. AMY GUTMANN HALL, AWARDED LEED GOLD, IS ONE OF THE LARGEST MASS TIMBER STRUCTURES ON THE EAST COAST. THE JANE AND DAVID OTT CENTER FOR TRACK & FIELD WAS AWARDED LEED SILVER. -PENN CURRENTLY HAS 55 LEED CERTIFIED COMPLETED PROJECTS, WITH 10 PROJECTS PENDING CERTIFICATION IN DESIGN OR UNDER CONSTRUCTION, AN INCREASE FROM 37 PROJECTS IN FY 2020.
FORM 990, PART III, LINE 4A & 4B (CONT.)	PROCUREMENT: -PENN CONTINUED ITS COMMITMENT TO SUPPORTING LOCAL VENDORS AND COMMERCE, WITH $702M SPENT REGIONALLY AND $467M IN PHILADELPHIA IN FY 2025. PENN PROCUREMENT ALSO ANNOUNCED THE INAUGURAL PENN LOCAL BUSINESS EXCHANGE, A FORUM AND EXPO THAT TOOK PLACE IN OCTOBER 2025. -PENN COLLECTED MORE THAN $250,000 THROUGH ITS CLIMATE IMPACT OFFSET CHARGE AND OFFSET 12,218 METRIC TONS OF CARBON DIOXIDE EQUIVALENT (MTCDE) FROM DOMESTIC AND INTERNATIONAL FLIGHTS TAKEN IN FY 2025. THE MTCDE OFFSET IS THE HIGHEST SINCE THE PROGRAM'S INCEPTION. STRATEGIC WASTE: -PRUDENT MANAGEMENT OF CAMPUS WASTE LED TO PENN ACHIEVING A 33% LANDFILL DIVERSION RATE IN FY 2025, UP FROM 29% IN FY 2024. COMPOSTING PROGRAMS RESULTED IN 313 TONS OF MATERIAL COMPOSTED IN FY 2025, UP 55% FROM FY 2024. THE UNIVERSITY ALSO DISPOSED OF 92 TONS OF ELECTRONIC WASTE. -THE GREEN LABS PROGRAM LAUNCHED A LAB SUPPLY EXCHANGE PROGRAM IN FY 2025 TO REDUCE LAB WASTE. IN APRIL, GREEN LABS REDISTRIBUTED 409 UNOPENED BOXES OF GLOVES FROM THE QUATTRONE NANOFABRICATION FACILITY TO TEACHING LABS IN CHEMISTRY AND BIOLOGY, AS WELL AS A LOCAL NON-PROFIT. TRANSPORTATION: -PENN BEGAN OFFERING FULL-TIME, BENEFITS-ELIGIBLE FACULTY, PROFESSIONAL STAFF, AND POSTDOCTORAL RESEARCH FELLOWS DISCOUNTED MEMBERSHIPS WITH INDEGO, PHILADELPHIA'S BIKE SHARE PROGRAM. RIDERS CAN NOW MORE AFFORDABLY UTILIZE THE SIX INDEGO STATIONS ON PENN'S CAMPUS AND THE 250+ THROUGHOUT THE CITY. -IN JUNE 2025, 3,406 EMPLOYEES ELECTED MONTHLY TRANSIT PASSES THROUGH THE COMMUTER BENEFIT PROGRAM. AN ADDITIONAL 423 EMPLOYEES MADE NEW ELECTIONS TOWARD THEIR COMMUTER CARD THROUGH HEALTH EQUITY, AND SEVEN PARTICIPATED IN HEALTH EQUITY'S VANPOOL PROGRAM. BEYOND THESE ELECTIONS, 249 EMPLOYEES CLAIMED BIKE COMMUTER REIMBURSEMENTS FOR 2024 TAX-YEAR EXPENSES, AND 645 PARTICIPATED IN THE OCCASIONAL PARKING PROGRAM, BRINGING TOTAL PARTICIPATION ACROSS COMMUTER AND PARKING BENEFITS TO 5,790. CIVIC ENGAGEMENT & OUTREACH: -IN COLLABORATION WITH LOCAL ORGANIZATIONS, PENN FACILITATED AN EXPANDED OFF-CAMPUS MOVE-OUT PROGRAM IN SPRING 2025, REDUCING LITTER AND STREAMLINING THE CAPTURE OF UNWANTED ITEMS. THE INITIATIVE RESULTED IN OVER 150 ORDERS AND THE DIVERSION OF 670 ITEMS (AN ESTIMATED 14,000 POUNDS OF MATERIALS) DONATED TO INDIVIDUALS TRANSITIONING OUT OF HOMELESSNESS VIA THE PHILADELPHIA FURNITURE BANK. -PENN SUSTAINABILITY PARTNERED WITH THE COBBS CREEK PARK AMBASSADORS IN JANUARY 2025 FOR AN ENVIRONMENTAL CLEANUP. 10 VOLUNTEERS AND TWO AMBASSADORS REMOVED 10 BAGS OF TRASH AND 72 TIRES FROM THE SOUTHWEST EDGE OF COBBS CREEK PARK. INFORMATION TECHNOLOGY: NEW FOR FY 2025: THE ROLE OF TECHNOLOGY HAS NEVER BEEN MORE FUNDAMENTAL TO PENN'S FUTURE SUCCESS. IN RECENT YEARS ISC HAS MAINTAINED ITS COMMITMENT TO OPERATIONAL EXCELLENCE WHILE ALSO LOOKING TO THE FUTURE. ISC CONTINUES TO ADAPT TO THE CHANGING TECHNOLOGICAL LANDSCAPE, AND THIS YEAR UNDERWENT AN ORGANIZATIONAL RESTRUCTURING. THESE CHANGES ALIGN WITH "IN PRINCIPLE AND PRACTICE" AS WELL AS THE ISC IT STRATEGIC PLAN AND WERE GUIDED BY A FOCUS ON PEOPLE, VALUES, OPERATIONAL EXCELLENCE, TRANSFORMATION, AND RISK MANAGEMENT. PENN'S 2024 IT STRATEGIC PLAN IS NOW IN ITS FIRST YEAR OF IMPLEMENTATION, MARKING A SIGNIFICANT MILESTONE IN ALIGNING IT PRIORITIES WITH THE UNIVERSITY'S OVERARCHING STRATEGIC FRAMEWORK. THIS PLAN SERVES AS A ROADMAP TO IDENTIFY SHARED OBJECTIVES, FOSTER COLLABORATION AND INNOVATION, AND DRIVE PROGRESS IN PARTNERSHIP WITH PENN'S SCHOOLS AND CENTERS. IN DOING SO, ISC IS BETTER EQUIPPED TO MEET THE NEEDS OF CAMPUS. WE HAVE FACILITATED THE CONSOLIDATION OF IT SERVICES ACROSS ADMINISTRATIVE CENTERS THROUGH PENN SECUREIT AND PARTNERED WITH THE OFFICE OF THE PROVOST TO ESTABLISH THE PENN ADVANCED RESEARCH COMPUTING CENTER (PARCC). ISC RECOGNIZES THAT PENN IS AT ITS BEST WHEN STRATEGIC PRIORITIES ALIGN AND WHEN WE CAN COLLABORATE ACROSS THE INSTITUTION TO CREATE CHANGE. "IT WITHOUT BORDERS" AS WE HAVE BEGUN TO CALL IT, EXEMPLIFIES THIS NOTION AND CHARACTERIZES OUR COMMITMENT TO THE NEXT GENERATION OF TECHNOLOGY AT PENN. SECURITY CONTINUES TO BE A STRATEGIC PRIORITY, AND IN FY 2025 PENN SECUREIT WAS OFFICIALLY LAUNCHED. TO DATE, SECURITY ENHANCEMENTS HAVE BEEN IMPLEMENTED FOR FRES AND DOF, AND PLANNING IS ACTIVELY UNDERWAY FOR BUSINESS SERVICES, HR, AND DPS. THE SUCCESS OF PENN SECUREIT UNDERSCORES OUR COMMITMENT TO COLLABORATION, COMMUNICATION, CHANGE MANAGEMENT, AND TRANSPARENCY. WE LOOK FORWARD TO CONTINUING AND EXPANDING THIS IMPORTANT INITIATIVE THROUGH FY 2026. PENN IS ON THE CUSP OF LAUNCHING PARCC, A GROUNDBREAKING INITIATIVE THAT WILL EMPOWER OUR RESEARCH COMMUNITY AND IS ALIGNED WITH THE GOALS OF IN PRINCIPLE AND PRACTICE. ISC LENT ITS EXPERTISE IN PROJECT MANAGEMENT, CONTRACT NEGOTIATION, PROCUREMENT ASSISTANCE, BUDGETARY GUIDANCE, AND TECHNICAL EXPERTISE. SPECIFIC FY 2025 SERVICE METRICS INCLUDE: 48,000 CLIENT SUPPORT TICKETS HANDLED BY ISC'S CLIENT CARE AND HIREIT TEAMS; ~4.7M PARTICIPANTS IN ZOOM AND TEAMS MEETINGS; DATA CENTER & PENNNET MAINTAINED 100% AND 99.98% AVAILABILITY; 125,000+ DEVICES CONNECTED TO PENNNET; CAMPUS FIREWALL BLOCKS 5.8B ATTACKS/MONTH. FY 2024: THROUGH A DECADE OF IT MODERNIZATION SUPPORTED BY PENN LEADERSHIP, ISC HAS PLAYED A CRITICAL ROLE IN SUPPORTING PENN'S TACTICAL AND STRATEGIC PRIORITIES. INVESTMENTS IN A PORTFOLIO OF TECHNOLOGY RANGING FROM STUDENT SYSTEMS TO HUMAN CAPITAL MANAGEMENT HAVE TRANSFORMED HOW STUDENTS, FACULTY, STAFF, RESEARCHERS, AND ALUMNI LEARN, WORK, AND INTERACT WITH PENN. ISC IS ONCE AGAIN LOOKING TO THE FUTURE. WE BELIEVE WE ARE ON THE CUSP OF ANOTHER TECHNOLOGICAL REVOLUTION, LIKE WHEN THE INTERNET AND PERSONAL COMPUTER EMERGED. TO ENSURE PENN'S PREPAREDNESS, ISC HAS UPDATED THE PENN IT STRATEGIC PLAN. RELYING ON A BROAD AND DIVERSE SET OF CAMPUS STAKEHOLDERS AND SUBJECT MATTER EXPERTS, SEVERAL KEY TECHNOLOGY THEMES FOR THE NEXT 3-5 YEARS HAVE BEEN IDENTIFIED, INCLUDING: THE STUDENT EXPERIENCE, INSTRUCTIONAL TECHNOLOGY, DATA AND ARTIFICIAL INTELLIGENCE (AI), AND RESEARCH COMPUTING. -HTTPS://STORIES.ISC.UPENN.EDU/PENN-IT-STRATEGIC-PLAN/ SECURITY IS A FOUNDATIONAL STRATEGIC THEME AND CONTINUES TO BE A PRIORITY FOR ISC. THE PENN SECUREIT PROGRAM AIMS TO INCREASE THE MATURITY OF THE UNIVERSITY'S CYBER SECURITY PROGRAM. THE PROGRAM WILL STREAMLINE OPERATIONS BY CONDENSING THE VOLUME OF VENDOR RELATIONSHIPS AND STREAMLINING PROCESSES TO IMPROVE OVERALL EFFICIENCY. -HTTPS://ISC.UPENN.EDU/INITIATIVES/PENN-SECUREIT-PROGRAM ISC IS ALSO FOCUSED ON A NUMBER OF CRITICAL PROJECTS AND PROGRAMS, INCLUDING IDENTITY & ACCESS MANAGEMENT, SNOWFLAKE DATA WAREHOUSE, AND PENNNET ENHANCEMENTS. -HTTPS://ISC.UPENN.EDU/INITIATIVES/IDENTITY-ACCESS-MANAGEMENT/ PENNS-IDENTITY-ACCESS-MANAGEMENT-PROGRAM -HTTPS://ISC.UPENN.EDU/ENTERPRISE-INFORMATION-ANALYTICS -HTTPS://ISC.UPENN.EDU/SERVICES/NETWORKS-CONNECTIVITY/PENNNET
FORM 990, PART III, LINE 4A & 4B (CONT.)	SPECIFIC FY 2024 SERVICE METRICS INCLUDE: 49,000 CLIENT SUPPORT TICKETS HANDLED BY ISC'S CLIENT CARE AND HIREIT TEAMS; ~5M PARTICIPANTS IN ZOOM AND TEAMS MEETINGS; DATA CENTER & PENNNET MAINTAINED 100% AND 99.98% AVAILABILITY; 125,000+ DEVICES CONNECTED TO PENNNET; CAMPUS FIREWALL BLOCKS 4.1B ATTACKS/MONTH. THE UNIVERSITY ENCOURAGES ITS STUDENTS, FACULTY, STAFF, AND ALUMNI TO PARTICIPATE IN THE EXTENSIVE OUTREACH THAT SUPPORTS PHILADELPHIANS, WITH AN EMPHASIS ON THE LOCAL COMMUNITY SURROUNDING PENN, TO LEAD HEALTHY, GAINFUL LIVES. EACH YEAR, PENN PARTICIPATES IN SEVERAL JOB FAIRS AND OUTREACH PROGRAMS TO CREATE AWARENESS OF CAREER OPPORTUNITIES FOR UNDERSERVED POPULATIONS. THE DIVISION OF HUMAN RESOURCES, RECRUITMENT SERVICES & TALENT ACQUISITION TEAM COORDINATED EFFORTS WITH OUR TEMPORARY STAFFING PROVIDER, APPLEONE, TO ENSURE THAT WE ATTEND A WIDE RANGE OF JOB FAIRS AND COMMUNITY ACTIVITIES. THROUGH APPLEONE, PENN CONTINUED TO WORK WITH THE SURROUNDING COMMUNITY PROVIDING TRAINING ON THE USE OF VIDEO AND WEB CONFERENCING/INTERVIEWING. THIS INCLUDED MOCK VIRTUAL INTERVIEWING SESSIONS. SHARING INTERVIEWING TECHNIQUES HAS CONTRIBUTED TO THE EMPLOYMENT OF LOCAL RESIDENTS IN POSITIONS THROUGHOUT THE UNIVERSITY. PENN RECRUITMENT SERVICES TAKES PART IN MONTHLY FIRST THURSDAY COMMUNITY MEETINGS FOR WEST AND SOUTHWEST PHILADELPHIA RESIDENTS. FOLLOWING UP ON REQUESTS AND DESIRES FROM THE SURROUNDING COMMUNITY, JOB READINESS TRAINING, MOCK INTERVIEWS, AND ONE-ON-ONE COACHING ARE PROVIDED TO LOCAL RESIDENTS THROUGH OUR THIRD-PARTY VENDOR APPLEONE. WE CONTINUE TO PARTICIPATE IN JOB FAIRS BOTH VIRTUALLY AND ONSITE. DURING FISCAL YEAR 2025, WE PARTICIPATED IN AN INCREASING NUMBER OF JOB FAIRS, SUCH AS THE TYSON FOODS RAPID RESPONSE JOB FAIR, URBAN LEAGUE OF PHILADELPHIA BLACK HISTORY MONTH JOB FAIR, PA CAREER LINK JOB FAIR, COMMUNITY COLLEGE OF PHILADELPHIA JOB FAIR, HIREPHILLY MULTI UNIVERSITY ALUMNI CAREER FAIR, JEVS JOB FAIR, PHILADELPHIA MILITARY HIRING EVENT, AND THE PHILADELPHIA URBAN CITYWIDE JOB FAIR. PENN PARTICIPATED IN THE SUMMER 2025 INITIATIVE WITH THE UNIVERSITY'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS AIMED AT PREPARING STUDENTS FROM A LOCAL HIGH SCHOOL TO APPLY FOR JOBS AS PART OF A COMMUNITY ENGAGEMENT EFFORT. IN FY 2025, PENN'S NETTER CENTER FOR COMMUNITY PARTNERSHIPS OFFERED 78 ACADEMICALLY BASED COMMUNITY SERVICE COURSES, ENGAGING APPROXIMATELY 1,900 PENN GRADUATE AND UNDERGRADUATE STUDENTS IN COLLABORATIVE REAL-WORLD PROBLEM-SOLVING OPPORTUNITIES WITH LOCAL COMMUNITY PARTNERS. THESE COURSES WERE TAUGHT ACROSS 10 OF PENN'S 12 SCHOOLS. THE NETTER CENTER ALSO SUPPORTED 386 PENN STUDENTS, PRIMARILY UNDERGRADUATE STUDENTS, TO WORK WITH THE COMMUNITY THROUGH WORK-STUDY POSITIONS AND INTERNSHIPS, AS WELL AS OVER 400 ADDITIONAL STUDENT VOLUNTEERS. -HTTPS://WWW.NETTERCENTER.UPENN.EDU/ -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/COURSES THE NETTER CENTER'S UNIVERSITY-ASSISTED COMMUNITY SCHOOL (UACS) PROGRAMS IN FY 2025 FOCUSED ON SEVEN PUBLIC SCHOOLS IN WEST PHILADELPHIA, SERVING APPROXIMATELY 3,400 K-12 STUDENTS AND THEIR FAMILIES THROUGH COMPREHENSIVE SCHOOL-DAY PARTNERSHIPS, AFTER-SCHOOL AND SUMMER PROGRAMMING, AND EVENING PROGRAMS. UACS NIGHTS OFFER FREE ACADEMIC, CULTURAL, RECREATIONAL ACTIVITIES ON TUESDAY AND THURSDAY EVENINGS FOR COMMUNITY ADULTS. THE NETTER CENTER ENGAGES FACULTY, STAFF, AND STUDENTS FROM ALL 12 OF PENN'S SCHOOLS IN UACS ACTIVITIES. IN SUMMER 2025, NETTER'S SUMMER UACS PROGRAMS ENGAGED: 253 STUDENTS IN KINDERGARTEN THROUGH 8TH GRADE ENROLLED IN ACADEMIC AND ENRICHMENT PROGRAMMING; 305 HIGH SCHOOL STUDENTS ENROLLED IN PAID WORK-READY INTERNSHIPS; AND APPROXIMATELY 50 PENN STUDENTS SUPPORTED THE SUMMER UACS PROGRAMS, THROUGH VOLUNTEER AND PAID POSITIONS INCLUDING WORK-STUDY. ONE PROGRAM, EDUCATIONAL PIPELINE, WHICH ALSO SPANS THE ACADEMIC YEAR, IS A PARTNERSHIP BETWEEN THE NETTER CENTER AND THE PERELMAN SCHOOL OF MEDICINE, THE SCHOOL OF VETERINARY MEDICINE, AND THE LIFE SCIENCES MANAGEMENT PROGRAM, ENCOURAGING WEST PHILADELPHIA HIGH SCHOOL STUDENTS TO EXPLORE CAREERS IN HEALTH CARE. THE SUMMER EDITION OF THE PROGRAM, THAT NETTER FACILITATED WITH THE CENTER FOR PUBLIC HEALTH, ENGAGES GRADUATE AND UNDERGRADUATE STUDENTS AT PENN, COLLABORATING WITH HIGH SCHOOL STUDENTS TO IDENTIFY PUBLIC HEALTH ISSUES IN THEIR COMMUNITY, RANGING FROM HEAT ISLANDS TO STUDENT MENTAL HEALTH. HIGH SCHOOL STUDENTS THEN WORK WITH PENN STUDENTS TO DEVELOP SOLUTIONS GROUNDED IN PUBLIC HEALTH APPROACHES. -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/UNIVERSITY-ASSISTED- COMMUNITY-SCHOOLS -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/UNIVERSITY-ASSISTED- COMMUNITY-SCHOOLS/MOELIS-ACCESS-SCIENCE/EDUCATIONAL-PIPELINE-PROGRAM THE AGATSTON URBAN NUTRITION INITIATIVE (AUNI) IS A KEY COMPONENT OF THE NETTER CENTER'S UNIVERSITY-ASSISTED COMMUNITY SCHOOLS PROGRAM THAT WORKS TO IMPROVE COMMUNITY NUTRITION AND HEALTH BY DEVELOPING AND IMPLEMENTING A COMPREHENSIVE SET OF ACTIVITIES IN TARGETED NEIGHBORHOODS. NETTER'S NUTRITION EDUCATORS FUNDED THROUGH SNAP-ED (SUPPLEMENTAL NUTRITION ASSISTANCE PROGRAM EDUCATION), WITH SUPPORT FROM PENN UNDERGRADUATE STUDENTS, GRADUATE STUDENTS, FACULTY, AND COMMUNITY PARTNERS, PROVIDED NUTRITION EDUCATION TO 30,240 K-12 STUDENTS ACROSS 25 SCHOOLS AND 1,488 ADULT/SENIORS ACROSS 10 SITES IN FY 2025. THE AUNI PROGRAM LEVERAGED OVER 100 PENN STUDENT WORK-STUDY, INTERNS, AND VOLUNTEERS TO SUPPORT ALL ASPECTS OF THE PROGRAM. SIX PENN ABCS COURSES SUPPORTED THE PROGRAM FROM PERELMAN SCHOOL OF MEDICINE, PENN NURSING, AND ARTS AND SCIENCES. SCHOOL-BASED AND COMMUNITY GARDENS ARE USED TO BOTH AMPLIFY NUTRITION EDUCATION AND HELP INCREASE THE SUPPLY OF HEALTHY FOODS. IN PARTNERSHIP WITH OTHER SMALL PENNSYLVANIA FARMS, OVER 31,625 LBS OF FRUITS AND VEGETABLES WERE DISTRIBUTED TO K-12 WEST PHILADELPHIA SCHOOLS AND FAMILIES THROUGH NETTER'S GOOD FOOD BAG PROGRAM IN FY 2025. -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/UNIVERSITY-ASSISTED- COMMUNITY-SCHOOLS/AGATSTON-URBAN-NUTRITION-INITIATIVE NETTER'S PENN VIPS (VOLUNTEERS IN PUBLIC SERVICE) FURTHER ENGAGES STAFF, FACULTY, AND ALUMNI VOLUNTEERS. PENN VIPS AWARDED SIX NON-TUITION COLLEGE SCHOLARSHIPS TO WEST PHILADELPHIA STUDENTS WITH A RECORD OF SERVICE; SUPPORTED OVER 45 PENN DEPARTMENTS IN PROVIDING HOLIDAY GIFTS (CLOTHING, TOYS, HOUSEHOLD SUPPLIES, TECHNOLOGY) TO 50 DESERVING FAMILIES THROUGH REFERRAL BY LOCAL COMMUNITY AGENCIES; COLLECTED AN ADDITIONAL 1,000 GIFTS AND TOYS, 50 PAIRS OF SNEAKERS, AND 650 NON-PERISHABLE FOOD ITEMS FOR DONATION DURING THE HOLIDAYS; AS WELL AS ORGANIZED A UNIVERSITY-WIDE SCHOOL SUPPLIES DRIVE THAT BENEFITTED APPROXIMATELY 10 FAMILIES, AS WELL AS 10 LOCAL SCHOOLS AND SEVERAL MENTORING AND LITERACY ORGANIZATIONS. THROUGH PENN VIPS, PENN VOLUNTEERS ALSO PROVIDED MONTHLY ON-CAMPUS MENTORSHIP FOR A DOZEN LOCAL MIDDLE SCHOOL CHILDREN, PROVIDING EXPOSURE TO COLLEGE CAMPUSES AND EXPLORING A VARIETY OF CAREERS AND THE IMPORTANCE OF AN EDUCATION. ADDITIONALLY, 22 LOCAL HIGH SCHOOL STUDENTS WERE EXPOSED TO AREA BUSINESSES AND CAREERS THROUGH THE PENN ALUMNI CLASS OF 80 PARTNERSHIP. PENN VIPS WORKED UNIVERSITY-WIDE TO SHARE UNIVERSITY OFFICE SUPPLIES, AS WELL AS A GOLF CART, FURNITURE, TELEVISIONS, SEVEN PALLETS OF WATER, AND MORE, WITH NEIGHBORHOOD GROUPS AND LOCAL AGENCIES. PENN VIPS ALSO OPERATED THE NONPROFIT INSTITUTE, A BIANNUAL PROGRAM THAT PROVIDES FREE WORKSHOPS FOR MEMBERS OF LOCAL NONPROFITS AND FAITH-BASED COMMUNITIES OVER THE COURSE OF FIVE DAYS; APPROXIMATELY 40 INDIVIDUALS PARTICIPATED IN THE NONPROFIT INSTITUTE IN FY 2025. -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/PROGRAMS/PENN-VOLUNTEERS- PUBLIC-SERVICE-PENN-VIPS -HTTPS://WWW.NETTERCENTER.UPENN.EDU/WHAT-WE-DO/ADDITIONAL-PROGRAMS/PENN- VOLUNTEERS-PUBLIC-SERVICE-PENN-VIPS/NONPROFIT-INSTITUTE FOCUSING ON CIVIC ENGAGEMENT AND SOCIAL JUSTICE EDUCATION, CIVIC HOUSE OVERSEES A VARIETY OF PROGRAMS. THE PENNCORP PRE-ORIENTATION PROGRAM INTRODUCES 40 INCOMING STUDENTS TO COMMUNITY ENGAGEMENT OPPORTUNITIES IN LOCAL COMMUNITIES. THROUGH THE WEST PHILADELPHIA TUTORING PROJECT, ABOUT 300 PENN STUDENTS SUPPORT K-12 STUDENTS IN LOCAL PUBLIC SCHOOLS AND ON CAMPUS, AND THROUGH ITS COMMUNITY ENGAGEMENT INTERNSHIP PROGRAM, STUDENTS WORK YEAR-ROUND TO BUILD CAPACITY FOR COMMUNITY PARTNER ORGANIZATIONS. THE VOLUNTEER-BASED COMMUNITY ENGAGEMENT PROGRAM (CEP) IS A STUDENT-FACILITATED PROGRAM THAT CONNECTS PENN STUDENTS WITH PHILADELPHIA-BASED NONPROFIT ORGANIZATIONS WHILE PROVIDING A SPACE FOR REFLECTION AND EDUCATION. ALL 30 STUDENTS INVOLVED IN CIVIC HOUSE'S CIVIC SCHOLARS PROGRAM VOLUNTEER WITH LOCAL NONPROFIT ORGANIZATIONS AND SCHOOLS, AND SEVERAL OF THEM PARTICIPATED IN PUBLIC INTEREST INTERNSHIPS OVER THE SUMMER. ADDITIONALLY, THE EMERGING PRISON EDUCATION AND REENTRY INITIATIVE (PERI), SUPPORTS CURRENTLY AND FORMERLY INCARCERATED INDIVIDUALS SEEKING TO OBTAIN HIGHER EDUCATION.
FORM 990, PART III, LINE 4A & 4B (CONT.)	THE PENN ALTERNATIVE BREAKS PROGRAM INVOLVED A SMALL GROUP OF STUDENTS IN OPPORTUNITIES TO ENGAGE IN REFLECTION AND ENGAGEMENT DURING SCHOOL BREAKS. ALSO, THROUGH SEVERAL DOZEN OTHER STUDENT-LED ORGANIZATIONS COMPRISED OF SOME 1,500 VOLUNTEERS, PENN STUDENTS WORK ON A RANGE OF OTHER ISSUES IN PHILADELPHIA AND THROUGHOUT THE REGION. -HTTPS://CIVICHOUSE.UPENN.EDU/ -HTTPS://CIVICHOUSE.UPENN.EDU/PENNCORP/ -HTTP://UPENNWPTP.WEEBLY.COM/ -HTTPS://CIVICHOUSE.UPENN.EDU/PROGRAMS/COMMUNITY-ENGAGEMENT-INTERNSHIP/ -HTTPS://CIVICHOUSE.UPENN.EDU/PROGRAMS/COMMUNITY-ENGAGEMENT-PROGRAM/ -HTTPS://CIVICHOUSE.UPENN.EDU/PROGRAMS/CIVIC-SCHOLARS/ -HTTPS://CIVICHOUSE.UPENN.EDU/PROGRAMS/PENN-ALTERNATIVE-BREAKS/ THE OFFICE OF GOVERNMENT AND COMMUNITY AFFAIRS (OGCA) FOSTERS RELATIONSHIPS WITH GOVERNMENT AND CIVIC PARTNERS TO ENSURE THAT THE CONDUCT OF THE UNIVERSITY'S MISSION AND ACTIVITIES RESULTS IN MEANINGFUL IMPACT AND ENGAGEMENT IN PHILADELPHIA NEIGHBORHOODS AND BEYOND. OGCA HOSTS A MONTHLY MEETING WITH COMMUNITY LEADERS TO FOSTER COLLABORATIVE INFORMATION SHARING AND PROGRAM INFORMATION. WXPN'S PROGRAMMING POWERED THE LOCAL MUSIC ECOSYSTEM AND CREATIVE ECONOMY THROUGH LIVE AND DIGITAL ACCESS TO EXPERIENCES, INCLUDING WEEKLY FREE AT NOON CONCERTS AND ANNUAL EVENTS SUCH AS THE NON-COMM CONVENTION AND XPONENTIAL MUSIC FESTIVAL. NEW INITIATIVES INCLUDING THE 24-HOUR SONGWRITING CHALLENGE AND THE HOMEGROWN LIVE PERFORMANCE SERIES PROVIDED OPPORTUNITIES TO SHOWCASE LOCAL MUSICIANS. PENN'S EMPHASIS ON SERVICE AS ESSENTIAL TO ITS EDUCATIONAL MISSION IS EXEMPLIFIED BY A HOST OF SCHOOL-BASED PROGRAMS ACROSS THE UNIVERSITY, AS WELL. SELECT HIGHLIGHTS INCLUDE: GRADUATE SCHOOL OF EDUCATION PENN GSE PARTNERS WITH SCHOOLS, COMMUNITIES, POLICYMAKERS, AND BUSINESSES TO UNLOCK EDUCATIONAL OPPORTUNITIES FOR STUDENTS LOCALLY, NATIONALLY, AND GLOBALLY. THE SCHOOL ACCOMPLISHES THIS MISSION THROUGH ACADEMIC PROGRAMS, RESEARCH, AND SERVICE TO ITS VARIED CONSTITUENCIES. PROGRAMMATICALLY, GSE OFFERS MASTER'S AND DOCTORAL DEGREE PROGRAMS AND IS RECOGNIZED FOR ITS EXPERTISE IN EDUCATION POLICY, HIGHER EDUCATION, APPLIED PSYCHOLOGY/HUMAN DEVELOPMENT, LITERACY STUDIES, TEACHER PREPARATION, INTERNATIONAL DEVELOPMENT, AND RESEARCH AND EVALUATION METHODOLOGY. GSE IS A LEADER IN INNOVATIVE EXECUTIVE-FORMAT DEGREE PROGRAMS FOR PRACTICING EDUCATION PROFESSIONALS, WHICH SUBSTANTIALLY WIDENS THE SCHOOL'S REACH. WITH AROUND 1,450 STUDENT FTES, GSE IS THE FIFTH LARGEST SCHOOL AT PENN IN ENROLLMENT. -HTTPS://WWW.GSE.UPENN.EDU/ GSE'S CURRENT RESEARCH PORTFOLIO INCLUDES OVER $46M IN AWARDS AND $11M IN EXPENDITURES ANNUALLY FROM BOTH THE FEDERAL GOVERNMENT AND A WIDE VARIETY OF FOUNDATIONS. GSE'S SERVICE COMMITMENT IS STRONG AND SUPPORTS PROFESSIONAL DEVELOPMENT OPPORTUNITIES FOR TEACHERS AND ADMINISTRATORS ACROSS THE REGION AND NATION, A STRONG AND DEEPENING PARTNERSHIP WITH THE PHILADELPHIA SCHOOL DISTRICT, AND ENHANCED INTERNATIONAL EDUCATION DEVELOPMENT EFFORTS WITH STUDENT PLACEMENTS CIRCLING THE GLOBE. THE INNOVATION HUB CATALYST AND THE CENTER FOR PROFESSIONAL LEARNING ARE EXPANDING ACCESS TO PENN LEARNING OPPORTUNITIES WORLDWIDE. -HTTPS://WWW.GSE.UPENN.EDU/OUR-EXPERTISE/OFFICE-SCHOOL-AND-COMMUNITY- ENGAGEMENT -HTTPS://WWW.GSE.UPENN.EDU/OUR-EXPERTISE/CATALYST-PENN-GSE -HTTPS://WWW.GSE.UPENN.EDU/PROFESSIONAL-DEVELOPMENT/EXPLORE-PROGRAMS PROGRAMMATIC INITIATIVES PENN GSE'S PROGRAMMATIC INITIATIVES ARE SHAPED BY AN EMERGING STRATEGIC VISION THAT COMPRISES PROGRAMMATIC PRIORITIES AND KEY OPERATIONAL LEVERS TO GUIDE PLANNING, RESOURCE ALLOCATION, AND COMMUNICATIONS AND FUNDRAISING INITIATIVES OVER THE COMING DECADE, WITH THE GOAL OF SUBSTANTIALLY INCREASING GSE'S IMPACT IN LOCAL AND GLOBAL EDUCATIONAL COMMUNITIES AND CONTINUOUS REFINEMENT OF GSE'S SUITE OF HIGH-QUALITY, SOCIALLY CONSCIOUS, MARKET RELEVANT DEGREE AND PROFESSIONAL LEARNING PROGRAMS. GSE'S STRATEGIC VISION IS GUIDED BY THE UNIVERSITY'S IN PRINCIPLE AND PRACTICE STRATEGIC FRAMEWORK, POSITIONING GSE TO LEAD ACROSS EACH OF THE FRAMEWORK'S PRIORITY AREAS. FOSTERING LEADERSHIP AND SERVICE: GSE'S STRATEGIC VISION CENTERS ON PREPARING AND SUSTAINING THE K-12 AND HIGHER EDUCATION WORKFORCE. GSE IS UNIQUE AMONG SCHOOLS OF EDUCATION FOR ITS BREADTH OF HIGH-QUALITY ACADEMIC PROGRAMS AND PROFESSIONAL DEVELOPMENT OFFERINGS FOR EDUCATIONAL PRACTITIONERS AT EACH CAREER STAGE. GSE WILL CONTINUE TO FOCUS ON GROWING AND ENHANCING ITS TEACHER PREPARATION AND LEADERSHIP PROGRAMS BY HONING PROGRAMMATIC OFFERINGS FOR TEACHER GRADUATES AS THEY ENHANCE THEIR PEDAGOGY OR TRANSITION INTO LEADERSHIP ROLES AT THE SCHOOL, DISTRICT, STATE, OR FEDERAL LEVELS. GSE IS ALSO UNDERTAKING EXTERNAL REVIEWS FOR GSE'S ACADEMIC PROGRAMS TO CONTINUE TO ENSURE EXCEPTIONAL QUALITY, EFFECTIVENESS, AND MARKET RELEVANCE. TO SUPPORT THIS PRIORITY IN FY 2025, PENN GSE WILL UNITE ITS PROFESSIONAL DEVELOPMENT PROGRAMS WITHIN PENN GSE CATALYST, THE SCHOOL'S INNOVATION HUB, FOR THE FIRST TIME. THIS SHIFT ALLOWS FOR PROGRAMMATIC SYNERGIES, ENHANCED QUALITY AND CONSISTENCY, AND AGILITY IN INNOVATION TO MEET THE EVER-EVOLVING NEEDS OF EDUCATIONAL PRACTITIONERS. DEEPENING CONNECTION WITH NEIGHBORS AND THE WORLD: COMMUNITY-ENGAGED SCHOLARSHIP AND PROGRAMS HAVE LONG BEEN A HALLMARK OF GSE, INCLUDING A LONGSTANDING AND MULTIFACETED RELATIONSHIP WITH THE SCHOOL DISTRICT OF PHILADELPHIA. THIS RELATIONSHIP INCLUDES OVER $6 MILLION OF ANNUAL GSE COMMITMENTS TO THE DISTRICT ACROSS STUDENT PLACEMENTS, SCHOLARSHIPS, PROGRAMMING, AND RESEARCH. IN FY 2025, PENN GSE WILL FOCUS ON A UNIFIED STRATEGY FOR SCHOOLWIDE COMMUNITY ENGAGEMENT. GSE IS ALSO WORKING TO FORGE NEW RESEARCH AND PROGRAMMATIC COLLABORATIONS WITH THE PENNSYLVANIA DEPARTMENT OF EDUCATION ON TOPICS OF MUTUAL CONCERN LIKE STATEWIDE EDUCATOR SHORTAGES AND IS LAUNCHING A FIVE-YEAR GLOBAL ENGAGEMENT STRATEGY THAT WILL ENHANCE THE SCHOOL'S CAPACITY WITH INTERNATIONAL SCHOOLS, NGOS, GOVERNMENTS, AND TRANSNATIONAL ORGANIZATIONS TO EXPLORE ACADEMIC, RESEARCH, AND SERVICE PARTNERSHIPS. GROWING OPPORTUNITY AND STRENGTHENING COMMUNITY: HIGH COST OF ATTENDANCE REMAINS A MAJOR BARRIER FOR PROSPECTIVE STUDENTS AT GSE. INCREASING THE ACCESSIBILITY OF PROGRAMS IS A KEY LEVER OF THE STRATEGIC VISION AS GSE EXPANDS NEED-BASED AID AND IDENTIFIES OTHER APPROACHES TO CONTAIN AND LOWER COSTS. IN FY 2025, GSE WILL MAKE SCHOLARSHIPS FOR TEACHER EDUCATION PROGRAMS A CRITICAL FUNDRAISING PRIORITY. ADDITIONALLY, GSE WILL SEEK TO INCREASE THE BREADTH OF ITS INTERNATIONAL STUDENT ENROLLMENT BY DEEPENING CONNECTIONS IN GLOBAL REGIONS WITH UNMET DEMAND FOR HIGH-QUALITY GRADUATE EDUCATION AND PROFESSIONAL DEVELOPMENT. LEADING ON GREAT CHALLENGES OF OUR TIME: PENN GSE POSSESSES EXCEPTIONAL FACULTY EXPERTISE ON HOW EDUCATIONAL COMMUNITIES CAN FOSTER HARD CONVERSATIONS ACROSS DIVERSE IDENTITIES AND IDEOLOGIES IN AND BEYOND THE K-12 AND HIGHER EDUCATION CLASSROOMS. THE PENN GSE STRATEGIC VISION SETS AS A KEY PRIORITY FACILITATING HARD CONVERSATIONS, STAKING AN AFFIRMATIVE CLAIM ABOUT THE VITAL ROLE OF EDUCATION K-12 AND POSTSECONDARY WITHIN DEMOCRATIC SOCIETY. THIS EFFORT INVOLVES ENHANCEMENT TO EXISTING ACADEMIC AND COMMUNITY-ENGAGED PROGRAMS, AS WELL AS NOVEL COLLABORATIONS ACROSS PENN. IN PURSUING THIS PRIORITY, GSE ASSUMES A LEADERSHIP ROLE ACROSS THE UNIVERSITY, AMONG PEER SCHOOLS OF EDUCATION, AND IN WIDER PUBLIC DISCOURSE ON HOW SOCIETY CAN MOVE FORWARD PRODUCTIVELY IN AN ERA OF PROFOUND POLARIZATION.
FORM 990, PART III, LINE 4A & 4B (CONT.)	ACCELERATING INTERDISCIPLINARY PURSUITS: PENN GSE PRIORITIZES PUSHING THE BOUNDARIES OF KNOWLEDGE. AS ALWAYS AT GSE, KNOWLEDGE CREATION WILL FOCUS ON RESEARCH FRONTIERS THAT TRANSLATE THEORY TO PRACTICE AND EMPHASIZE IMPACT IN THE LIVES OF EDUCATORS, LEARNERS, AND THEIR COMMUNITIES. GIVEN THE RAPID PACE OF CHANGE IN EDUCATION TODAY, INTERDISCIPLINARITY IS VITAL TO GSE'S IMPACT BECAUSE IT IS ESSENTIAL TO CREATIVE SOLUTION-SEEKING; KEY TO THIS IS RECRUITMENT OF FACULTY WITH INTERDISCIPLINARY REACH ACROSS EDUCATIONAL ARENAS WHO CAN RESEARCH AND TEACH ACROSS MULTIPLE GSE PROGRAMS. TO DEEPEN INTERSCHOOL AND INTERDISCIPLINARY COLLABORATIONS ACROSS PENN, GSE IS EXPLORING PARTNERSHIP OPPORTUNITIES WITH OTHER PENN SCHOOLS AROUND ARTIFICIAL INTELLIGENCE, GIVEN THE EXTRAORDINARY EXPERTISE IN AI-ENGAGED PEDAGOGY AMONG GSE'S FACULTY. PENN ENGINEERING THE SCHOOL OF ENGINEERING AND APPLIED SCIENCE (PENN ENGINEERING) AT THE UNIVERSITY OF PENNSYLVANIA IS COMPRISED OF SIX ACADEMIC DEPARTMENTS AND NUMEROUS INTERDISCIPLINARY CENTERS, INSTITUTES, AND LABORATORIES. PENN ENGINEERING'S GOAL IS TO PREPARE STUDENTS FOR LEADERSHIP ROLES IN A TECHNOLOGICAL WORLD WHERE CREATIVITY, CRITICAL QUANTITATIVE THINKING, EFFECTIVE COMMUNICATION SKILLS AND A STRONG COMMITMENT TO HUMANE VALUES ARE ESSENTIAL. ACCELERATING INTERDISCIPLINARY PURSUITS: PENN ENGINEERING THRIVES WITHIN AN INTERDISCIPLINARY CULTURE, STRENGTHENED BY CAMPUS PARTNERSHIPS ACROSS PENN'S 11 OTHER SCHOOLS. PENN ENGINEERING'S CENTERS, INSTITUTES, AND AFFILIATED GRADUATE PROGRAMS EXEMPLIFY THIS CROSS-POLLINATION, WHILE DUAL-DEGREE OPTIONS AND MAJORS REFLECT A DEEPLY MULTIDISCIPLINARY UNDERGRADUATE EXPERIENCE. PENN ENGINEERING ACTIVELY ADVANCES THE COMMERCIALIZATION OF RESEARCH IN COLLABORATION WITH THE PENN CENTER FOR INNOVATION (PCI). INVENTION DISCLOSURES, PATENT FILINGS, LICENSES, AND SPONSORED RESEARCH ARE ALL ON THE RISE, SUPPORTED BY PARTNERSHIPS WITH COMPANIES LIKE AMAZON, GOOGLE, BIONTECH, AND TOYOTA. NEARLY 30 NEW VENTURES HAVE BEEN LAUNCHED BY FACULTY AND STUDENTS IN THE PAST FIVE YEARS. TO FURTHER FOSTER INNOVATION AND ENTREPRENEURSHIP, PENN ENGINEERING-TOGETHER WITH THE WHARTON SCHOOL- ACTIVELY SUPPORTS THE PENN VENTURE LAB AND, IN FY 2024, INTRODUCED THE NEW ENTREPRENEURSHIP FELLOWS PROGRAM. -HTTPS://PCI.UPENN.EDU/ -HTTPS://VENTURELAB.UPENN.EDU/ -HTTPS://EENT.SEAS.UPENN.EDU/FELLOWS/ LEADING ON GREAT CHALLENGES OF OUR TIME: PENN ENGINEERING IS ADVANCING SOLUTIONS TO SOCIETY'S MOST SIGNIFICANT AND COMPLEX CHALLENGES THROUGH ITS MISSION, VISION, AND VALUES. IN COLLABORATION WITH SCHOOLS AND CENTERS ACROSS THE UNIVERSITY, PENN ENGINEERING'S NEW STRATEGIC PLAN, PENN ENGINEERING 2030, IS ALIGNED WITH THE UNIVERSITY'S IN PRINCIPLE AND PRACTICE FRAMEWORK, WHICH STRENGTHENS PENN AS AN INVENTIVE UNIVERSITY OF BOLD IDEAS, AN ENGAGED UNIVERSITY WITH SOCIETAL REACH, AN ANCHORED UNIVERSITY COMMITTED TO OPERATIONAL EXCELLENCE AND AN INTERWOVEN UNIVERSITY POWERED BY CROSS-DISCIPLINARY COLLABORATION. THE RECENT OPENINGS OF AMY GUTMANN HALL, VLEST, AND ONE UCITY DURING THE 2024-2025 ACADEMIC YEAR FURTHER EXPANDED THE SCHOOL'S CAPACITY FOR INTERDISCIPLINARY COLLABORATION AND INNOVATION. TOGETHER WITH NEW FACULTY APPOINTMENTS AND TARGETED SEED FUNDING TO SUPPORT HIGH-IMPACT, CROSS-CUTTING PROJECTS, THESE INVESTMENTS HAVE POSITIONED PENN ENGINEERING TO ACCELERATE DISCOVERY, FOSTER TRANSLATIONAL RESEARCH, AND DELIVER TANGIBLE SOLUTIONS THAT HELP TO IMPROVE LIVES AND STRENGTHEN COMMUNITIES WORLDWIDE. -HTTPS://WWW.SEAS.UPENN.EDU/MISSION-VISION-AND-VALUES/ -HTTPS://WWW.SEAS.UPENN.EDU/ABOUT/STRATEGIC-PLAN/ -HTTPS://IN-PRINCIPLE-AND-PRACTICE.UPENN.EDU/ DEEPENING CONNECTION WITH NEIGHBORS AND THE WORLD: PENN ENGINEERING'S K-12 OUTREACH EFFORTS FOCUS ON CREATING MEANINGFUL IMPACT WITHIN PHILADELPHIA AND THE SURROUNDING REGION BY FOSTERING INTEREST IN STEM AND BROADENING THE PIPELINE OF FUTURE ENGINEERS. THROUGH PARTNERSHIPS WITH ORGANIZATIONS SUCH AS THE ARMY EDUCATIONAL OUTREACH PROGRAM (AEOP), HIGH SCHOOL APPRENTICESHIP PROGRAM AND HEIGHTS PHILADELPHIA, THE SCHOOL PROVIDES STUDENTS WITH AUTHENTIC RESEARCH EXPERIENCES AND ACCESS TO FOUNDATIONAL STEM RESOURCES. FOSTERING LEADERSHIP AND SERVICE: GUIDED BY ITS STRATEGIC PLAN, PENN ENGINEERING IS ADVANCING A BOLD VISION ROOTED IN EXCELLENCE, AGILITY, AND COMMUNITY. A STRONG ETHIC OF SERVICE IS EMBEDDED THROUGHOUT THE SCHOOL'S EXPERIENCE, SUPPORTED BY THE PENN ENGINEERING STUDENT LEARNING AND ENGAGEMENT (PESTLE) PORTAL, WHICH CONNECTS STUDENTS WITH LOCAL VOLUNTEER OPPORTUNITIES. THROUGH A PARTNERSHIP WITH PENN ABROAD, THE SCHOOL OFFERS GLOBAL SERVICE-LEARNING PROGRAMS SUCH AS PENN GLOBAL SEMINARS IN JAMAICA, CHINA, THE NETHERLANDS, AND NOW IN ARGENTINA. BUILDING ON THE INSTRUCTIONAL TECHNOLOGIES DEVELOPED BY PENN ENGINEERING ONLINE, THE SCHOOL IS REALIZING A VISION FOR ACCESSIBLE, SCALABLE EDUCATION THAT LEVERAGES INNOVATION TO REMOVE BARRIERS AND EXPAND LEARNING OPPORTUNITIES WORLDWIDE. -HTTPS://PESTLE.SEAS.UPENN.EDU/ -HTTPS://GLOBAL.UPENN.EDU/PENNABROAD/PGS/ -HTTPS://ONLINE.SEAS.UPENN.EDU/ PENN DENTAL PENN DENTAL MEDICINE DEMONSTRATES A STRONG AND SUSTAINED COMMITMENT TO PROGRAMMATIC INITIATIVES THAT ADVANCE ITS PUBLIC SERVICE MISSION, PLACING COMMUNITY ENGAGEMENT AND SERVICE LEARNING AT THE HEART OF ITS EDUCATIONAL MODEL. THROUGH ROBUST PARTNERSHIPS WITH LOCAL ORGANIZATIONS, INNOVATIVE OUTREACH CLINICS, AND A CURRICULUM THAT INTEGRATES HANDS-ON SERVICE EXPERIENCES, THE SCHOOL EMPOWERS STUDENTS TO ADDRESS ORAL HEALTH DISPARITIES WHILE DEVELOPING CULTURAL HUMILITY AND CLINICAL LEADERSHIP. THESE INITIATIVES NOT ONLY EXPAND ACCESS TO HIGH-QUALITY CARE FOR UNDERSERVED POPULATIONS BUT ALSO CULTIVATE A DEEP SENSE OF SOCIAL RESPONSIBILITY AMONG FUTURE DENTAL PROFESSIONALS. IN DOING SO, PENN DENTAL MEDICINE ENSURES THAT SERVICE IS NOT AN ADJUNCT TO EDUCATION, BUT A DEFINING PILLAR THAT SHAPES BOTH COMMUNITY WELL-BEING AND STUDENT GROWTH. PENN NURSING PROGRAMMATIC INITIATIVES OUR PROGRAMMATIC INITIATIVES ARE WELL-ALIGNED WITH "IN PRINCIPLES AND PRACTICEWE ARE UNDERTAKING A STRATEGIC REVIEW OF OUR PRIORITIES TO ENSURE GREATER SYNERGY. BELOW WE HIGHLIGHT A FEW INITIATIVES. ACCELERATE INTERDISCIPLINARY PURSUITS: PENN NURSING WORKS COLLABORATIVELY WITH ALL SCHOOLS AND MANY CENTERS ACROSS CAMPUS IN RESEARCH, PRACTICE, AND SERVICE INITIATIVES. ONE SUCH COLLABORATION IS BETWEEN PENN NURSING AND PENN LIBRARIES DESIGNED TO ADVANCE ACCESS TO MATERIALS, SERVICES, AND AWARENESS OF THE PENN NURSING BARBARA BATES CENTER FOR THE STUDY OF THE HISTORY OF NURSING, A PRE-EMINENT HISTORY OF NURSING RESEARCH CENTER AND ARCHIVE. WITH THE APPOINTMENT OF DR. MARGO BROOKS CARTHON AS FACULTY DIRECTOR IN FY 2025, THE BATES CENTER IS POSITIONED WELL TO GIVE VOICE TO THE HISTORICAL POWER OF NURSING; AND TO ANALYZE THE STRENGTHS AND WEAKNESSES OF LOCAL AND GLOBAL APPROACHES TO ISSUES OF HEALTH AND ILLNESS. LEADING ON GREAT CHALLENGES OF OUR TIME: DATA SCIENCE: THE SCHOOL IS WELL POSITIONED TO BE A KEY LEADER IN THIS AREA. PRESENTLY, PENN NURSING AND THE PENN ARTIFICIAL INTELLIGENCE AND TECHNOLOGIES COLLABORATORY FOR HEALTHY AGING (PENNAITECH), FUNDED BY THE NATIONAL INSTITUTE ON AGING, HAS AWARDED $2.37 MILLION IN PILOT GRANTS TO FUND THE DEVELOPMENT AND EVALUATION OF ARTIFICIAL INTELLIGENCE SOLUTIONS TO IMPROVE CARE FOR OLDER ADULTS, INCLUDING THOSE WITH ALZHEIMER'S DISEASE AND RELATED DEMENTIAS, AND THEIR CAREGIVERS. WITH THE EXPONENTIAL GROWTH OF LARGE LANGUAGE MODELS (LLMS), PENN NURSING IS LEADING IN UNDERSTANDING THE INTERSECTION OF AI, NURSING, AND THE BROADER HEALTHCARE LANDSCAPE. PENN NURSING HOSTED THE AI AND NURSING SCIENCE WORKSHOP IN JANUARY 2025 BROUGHT TOGETHER LEADING NURSE SCIENTISTS, AI EXPERTS, ETHICISTS, AND POLICYMAKERS, FROM ACROSS THE U.S. AND THROUGHOUT PENN, TO DELVE INTO THE PROFOUND IMPLICATIONS OF AI FOR THE FUTURE OF NURSING. PENN NURSING IS ALSO LEADING IN CAMPUS CONVERSATIONS AT THIS INTERSECTION OF RESEARCH, TECHNOLOGY, AND HUMAN HEALTH. -HTTPS://WWW.AINURSINGSCIENCE.ORG CLIMATE: PENN NURSING FACULTY ARE SPEARHEADING VITAL RESEARCH AND COMMUNITY ENGAGEMENT AT THE INTERSECTION OF CLIMATE CHANGE AND PUBLIC HEALTH AND PREPARING NURSING STUDENTS TO BE THE FUTURE OF THOSE CRITICAL EFFORTS. FOR EXAMPLE, PENN4C, A COLLABORATIVE OF PENN NURSING AND PENN ENGINEERING, IS WORKING WITH NORTH10, A COMMUNITY-FOCUSED NONPROFIT SERVING PHILADELPHIA'S HUNTING PARK-EAST TIOGA NEIGHBORHOOD, ON SOLUTIONS FOR THE DETRIMENTAL "HEAT ISLAND" EFFECT. DEMOCRACY, TRUST AND TRUTH: PENN NURSING WAS THE FIRST AND ONLY PENN SCHOOL TO COLLABORATE WITH OFFICE OF GOVERNMENT AND COMMUNITY AFFAIRS ON A GROUNDBREAKING VOTER REGISTRATION INITIATIVE, "NURSES FOR THE VOTE, CHART THE FUTURE," UNDERSTANDING THE PERSONAL RESPONSIBILITY TO VOTE AND A PROFESSIONAL MANDATE TO WORK WITH COMMUNITIES TO SUPPORT VOTER REGISTRATION AND BETTER COMMUNITY HEALTH AND WELL-BEING.
FORM 990, PART III, LINE 4A & 4B (CONT.)	DEEPEN CONNECTION WITH NEIGHBORS AND THE WORLD: REACHING ACROSS THE COMMUNITY, THE PHILADELPHIA COMMUNITY ENGAGEMENT ALLIANCE (PHILLY CEAL) RECEIVED A NEW $5.5 MILLION NIH GRANT FOCUSED ON CHRONIC DISEASE SELF-MANAGEMENT AMONG PHILADELPHIA RESIDENTS. NEARLY $3 MILLION OF THIS GRANT SUPPORTS COMMUNITY HEALTH WORKERS WITH THE CITY OF PHILADELPHIA. THE LEONARD LAUDER COMMUNITY CARE NURSE PRACTITIONER PROGRAM PROVIDES OPPORTUNITIES TO WORK WITH COMMUNITY-BASED HEALTH CENTERS IN THE REGION. PENN NURSING SUPPORTS INITIATIVES WITH OUR HEALTH SCHOOLS SUCH AS PUENTES DE SALUD. PENN NURSING ALSO BOLSTERED LEADERSHIP IN THE COMMUNITY SPACE WITH THE HIRING OF DR. SELENA GILLES INTO THE ASSOCIATE DEAN FOR SCHOOL AND COMMUNITY ENGAGEMENT ROLE. PENN VET THE SCHOOL OF VETERINARY MEDICINE (PENN VET) TRAINS THE NEXT GENERATION OF VETERINARY LEADERS TO ADVANCE HEALTHCARE OUTCOMES AND ACCESS, ENSURE GLOBAL HEALTH, BOLSTER SUSTAINABLE AGRICULTURE, CREATE AND SUPPORT INTERDISCIPLINARY CAREER PATHS, AND FOSTER COMMUNITY AND WELLNESS IN THE PROFESSION. AS ONE OF THE MOST ACCESSED AND TRUSTED MEDICAL PROFESSIONS, VETERINARIANS ARE UNIQUELY WELL-POSITIONED TO CONTRIBUTE SOLUTIONS TO SOME OF THE MOST PRESSING CHALLENGES IMPACTING LOCAL, REGIONAL, AND GLOBAL COMMUNITIES TODAY, INCLUDING FOOD SECURITY, BIOSECURITY, BIODIVERSITY, CLIMATE CHANGE, AND HEALTHCARE ACCESS FOR UNDERSERVED AREAS. SINCE HIS ARRIVAL AT PENN VET IN 2018, DR. ANDREW HOFFMAN, THE GILBERT S. KAHN DEAN OF VETERINARY MEDICINE, HAS CREATED A VISION FOR A CULTURE OF INNOVATION WHILE BROADENING PENN VET'S SOCIAL IMPACT ON A GLOBAL SCALE. -HTTPS://WWW.VET.UPENN.EDU/ -HTTPS://WWW.VET.UPENN.EDU/ABOUT/DEANS-OFFICE/ PROGRAMMATIC INITIATIVES ACCELERATING INTERDISCIPLINARY PURSUITS: A DISTINGUISHING FEATURE OF THE VMD PROGRAM IS THE AVAILABILITY OF FIRST-OF-THEIR-KIND DUAL DEGREES WITH PARTNER SCHOOLS ACROSS PENN DESIGNED TO TRAIN GLOBAL PROBLEM-SOLVERS THROUGH INTERDISCIPLINARY AND INTER-PROFESSIONAL MASTER'S AND CERTIFICATE PROGRAMS. VETERINARIANS WITH THESE DUAL CREDENTIALS ARE UNIQUELY POSITIONED TO SUPPORT UNDERSERVED AREAS WITH RESPECT TO HEALTHCARE, AGRICULTURE, AND THE ENVIRONMENT. IN FY 2023, THE SCHOOL ALSO IMPLEMENTED A NEW COMPETENCY-BASED CURRICULUM DESIGNED TO BETTER PREPARE PENN VET STUDENTS FOR A RAPIDLY CHANGING WORLD. -HTTPS://WWW.VET.UPENN.EDU/PROGRAMS/DUAL-DEGREE-PROGRAMS/ GROWING OPPORTUNITY AND STRENGTHENING COMMUNITY: PENN VET'S TWO CAMPUSES OFFER STUDENTS LEARNING OPPORTUNITIES AND EXPERIENCES IN VIRTUALLY EVERY ASPECT OF VETERINARY MEDICINE WHILE PROVIDING LEADING EDGE CLINICAL CARE TO THEIR RESPECTIVE COMMUNITIES. RYAN HOSPITAL ON THE PHILADELPHIA CAMPUS HANDLES APPROXIMATELY 33,000 COMPANION ANIMAL PATIENT VISITS PER YEAR AND IS ACTIVELY ENGAGED WITH THE LOCAL COMMUNITY THROUGH THE SHELTER MEDICINE AND COMMUNITY ENGAGEMENT PROGRAM. NEW BOLTON CENTER IN KENNETT SQUARE, PA, SEES APPROXIMATELY 7,000 LARGE ANIMAL PATIENT VISITS ANNUALLY, WITH AN ADDITIONAL 20,000 PATIENTS TREATED PER YEAR AT LOCAL FARMS. PENN VET IS ALSO ENGAGED IN PLANNING FOR THE RIEPE CENTER FOR ADVANCED VETERINARY EDUCATION AND THE COMMONWEALTH-FUNDED VETERINARY DIAGNOSTIC LABORATORY ON THE NEW BOLTON CENTER CAMPUS. -HTTPS://WWW.VET.UPENN.EDU/RYAN-HOSPITAL/ -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-PROGRAMS -HTTPS://WWW.VET.UPENN.EDU/NEW-BOLTON-CENTER/ LEADING ON GREAT CHALLENGES OF OUR TIME: THE SCHOOL'S ROBUST RESEARCH PROGRAM INCLUDES BASIC, TRANSLATIONAL, AND CLINICAL DISCOVERY TO ADDRESS COMPLEX PROBLEMS FACED BY ANIMALS, HUMANS, AND THE PLANET AND RECEIVES APPROXIMATELY $22 MILLION IN NIH FUNDING ANNUALLY. AREAS OF STUDY INCLUDE CANCER, IMMUNOLOGY, INFECTIOUS DISEASE, REGENERATIVE MEDICINE, AND AGRICULTURAL SUSTAINABILITY OFTEN LINKED WITH MAJOR PROGRAMS. THE COMPARATIVE IMMUNOTHERAPY PROGRAM, A TRANSLATIONAL RESEARCH PROGRAM, WAS FOUNDED IN FY 2012 TO IMPROVE THE LIVES OF ANIMALS AND HUMANS BY LEVERAGING COMPARATIVE MEDICINE. THE WILDLIFE FUTURES PROGRAM WAS LAUNCHED IN FY 2019 TO CONDUCT WILDLIFE HEALTH SURVEILLANCE, RESEARCH, AND OUTREACH TO INFORM AND IMPROVE WILDLIFE MANAGEMENT IN PENNSYLVANIA AND BEYOND. VET FOLLOWED THE FY 2022 LAUNCH OF THE INSTITUTE FOR INFECTIOUS AND ZOONOTIC DISEASES, A ONE HEALTH RESPONSE TO ZOONOTIC DISEASES, WITH THE FY 2023 LAUNCH OF THE CENTER FOR STEWARDSHIP AGRICULTURE AND FOOD SECURITY TO BUILD UPON ITS EXPERTISE IN REGENERATIVE AGRICULTURE, ANIMAL WELFARE, FOOD SECURITY, AND THE SCHOOL'S COMMITMENT TO REDUCE NET CARBON EMISSIONS. -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-PROGRAMS -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-CENTERS-AND-INSTITUTE/ INSTITUTE-FOR-INFECTIOUS-AND-ZOONOTIC-DISEASES/FUNDING-OPPORTUNITIES/ -HTTPS://WWW.VET.UPENN.EDU/ABOUT/ONE-HEALTH/ -HTTPS://WWW.VET.UPENN.EDU/RESEARCH/RESEARCH-CENTERS-AND-INSTITUTE/ CENTER-FOR-STEWARDSHIP-AGRICULTURE-AND-FOOD-SECURITY/ SCHOOL OF ARTS AND SCIENCES THE SCHOOL OF ARTS AND SCIENCES (SAS) IS THE INTELLECTUAL CORE OF THE UNIVERSITY, PROVIDING LIBERAL ARTS EDUCATION FOR ALL PENN UNDERGRADUATES AND SUPPORTING GRADUATE STUDIES, BASIC RESEARCH, AND LIFELONG LEARNING ACROSS THE HUMANITIES, SOCIAL SCIENCES, AND NATURAL SCIENCES. THE SCHOOL'S EDUCATIONAL AND RESEARCH ACTIVITIES TAKE PLACE IN 28 DEPARTMENTS, 24 INTERDISCIPLINARY UNDERGRADUATE PROGRAMS, 32 GRADUATE GROUPS, AND 34 RESEARCH CENTERS AND INITIATIVES. THE SCHOOL'S MAJOR EDUCATIONAL UNITS ARE THE UNDERGRADUATE COLLEGE OF ARTS AND SCIENCES, THE GRADUATE DIVISION, AND THE COLLEGE OF LIBERAL AND PROFESSIONAL STUDIES (LPS). DEGREE PROGRAMS IN THESE UNITS LEAD TO THE BA, BAAS, AM, MS, PHD, AND NINE PROFESSIONAL MASTER'S DEGREES. THE SCHOOL'S STRATEGIC PLAN, OUR FOUNDATIONS AND FRONTIERS, HAS CONTINUED TO GUIDE INVESTMENT IN A CORE SET OF PRIORITIES THAT ARE STRONGLY IN ALIGNMENT WITH THE UNIVERSITY'S STRATEGIC PLAN, IN PRINCIPLE AND PRACTICE. THIS INCLUDES AN EMPHASIS ON SUCH AREAS AS ARTS & CULTURE; ENERGY, SUSTAINABILITY AND THE ENVIRONMENT; PUBLIC POLICY & SOCIAL IMPACT; MAPPING THE MIND; AND DATA-DRIVEN DISCOVERY. WEITZMAN SCHOOL OF DESIGN THE STUART WEITZMAN SCHOOL OF DESIGN PROVIDES GRADUATE EDUCATION TO MASTER'S STUDENTS IN ARCHITECTURE, CITY AND REGIONAL PLANNING, FINE ARTS, HISTORIC PRESERVATION, LANDSCAPE ARCHITECTURE, AND URBAN SPATIAL ANALYTICS, AS WELL AS TO PHD STUDENTS IN ARCHITECTURE AND CITY AND REGIONAL PLANNING. WEITZMAN ALSO STAFFS COURSES LEADING TO A BA WITH A MAJOR IN ARCHITECTURE, DESIGN, OR FINE ARTS AND A MINOR IN LANDSCAPE STUDIES FROM THE SCHOOL OF ARTS AND SCIENCES. WHARTON BUSINESS SCHOOL THE WHARTON WAY SERVES AS THE SCHOOL'S PHILOSOPHICAL NORTH STAR, GUIDING IT TOWARDS GREATER INFLUENCE, INNOVATION, AND ENGAGEMENT FOR THE ADVANCEMENT OF BUSINESS, EDUCATION, AND SOCIETY AT LARGE. WHARTON OFFERS A BROAD SLATE OF ACADEMIC PROGRAMS METICULOUSLY DESIGNED FOR EVERY STAGE IN A STUDENT'S ACADEMIC JOURNEY FROM THE GLOBAL YOUTH PROGRAM TO EXECUTIVE EDUCATION. THE SCHOOL IS FOCUSED ON CONTINUALLY REDEFINING BEST PRACTICES IN KNOWLEDGE DISSEMINATION, CREATING A TRANSFORMATIVE EDUCATIONAL EXPERIENCE FOR ALL OF ITS STUDENTS. -HTTPS://WWW.WHARTON.UPENN.EDU/THE-WHARTON-WAY/ -HTTPS://WWW.WHARTON.UPENN.EDU/ CAREY LAW SCHOOL AT THE UNIVERSITY OF PENNSYLVANIA CAREY LAW SCHOOL, EACH STUDENT COMMITS TO PROVIDING AT LEAST 70 HOURS OF PRO BONO LEGAL SERVICE AS PART OF THEIR EDUCATION. OVER 90% OF THE LAW SCHOOL'S GRADUATES EXCEED THE 70-HOUR PRO BONO REQUIREMENT. THE TOLL PUBLIC INTEREST CENTER (TPIC), THROUGH WHICH PENN CAREY LAW STUDENTS COMPLETE THEIR REQUIRED PRO BONO SERVICE, CONTINUES TO BUILD DEEP AND ABIDING PARTNERSHIPS WHICH ADVANCE THE CAPACITY OF PUBLIC INTEREST ADVOCACY IN PHILADELPHIA AND NATIONWIDE. THIS DISTINCTIVE PRO BONO PROGRAM RESPONDED ACTIVELY TO PANDEMIC CONDITIONS, BRINGING LEGAL SERVICES TO HUNDREDS OF COMMUNITY MEMBERS. SOME IMPACT HIGHLIGHTS FROM THIS WORK: TPIC'S CUSTODY AND PROTECTION PROJECT (CAPP) PROVIDED INDIVIDUALIZED ASSISTANCE TO OVER 300 PRO SE CLIENTS WITH CUSTODY AND PROTECTION FROM ABUSE MATTERS IN PHILADELPHIA FAMILY COURT THIS YEAR AND PROVIDED EXTENSIVE SERVICES TO AN ADDITIONAL 50 PRO SE CLIENTS. WITH SUBSTANTIAL TRAINING AND SUPERVISION FROM PHILADELPHIA LEGAL ASSISTANCE'S (PLA) FAMILY LAW UNIT, CAPP CERTIFIED LEGAL INTERNS ALSO REPRESENTED TWO CLIENTS IN COURT, OBTAINING AN ORDER PROVIDING ONE CLIENT SOLE LEGAL AND PHYSICAL CUSTODY AND NEGOTIATING AN AGREEMENT PROVIDING THE OTHER CLIENT PRIMARY PHYSICAL CUSTODY. THE EMPLOYMENT ADVOCACY PROJECT (EAP) ASSISTED 40 CLIENTS IN OBTAINING OR PRESERVING THEIR UNEMPLOYMENT COMPENSATION BENEFITS THROUGH A LONGSTANDING PARTNERSHIP WITH PLA'S UNEMPLOYMENT COMPENSATION UNIT. OVER 20 EAP ADVOCATES REPRESENTED CLIENTS IN ADMINISTRATIVE HEARINGS AND IN APPEALS, ULTIMATELY OBTAINING AN IMPRESSIVE $335,400 IN TOTAL UNEMPLOYMENT COMPENSATION BENEFITS FOR THEIR CLIENTS THIS YEAR.
FORM 990, PART III, LINE 4A & 4B (CONT.)	THE FINANCIAL LITERACY PROJECT (FLP) CONTINUED TO PROVIDE ASSISTANCE IN FILING TAX RETURNS FOR LOW-INCOME INDIVIDUALS WITH THE CAMPAIGN FOR WORKING FAMILIES (CWF). OVER 30 FLP VOLUNTEERS FILED ALMOST 500 TAX RETURNS FOR LOW-INCOME INDIVIDUALS IN PHILADELPHIA AT SITES HOSTED BY THE CWF THIS SPRING, RESULTING IN A STAGGERING $600,000 IN TOTAL REFUNDS. DIRECT PARTNERSHIPS: IN ADDITION TO OUR 24 INTERNAL PRO BONO PROJECTS, TPIC HAS DIRECT PRO BONO PARTNERSHIPS WITH MANY KEY COMMUNITY ORGANIZATIONS. FOR EXAMPLE, THROUGH A CONTINUED PARTNERSHIP WITH THE CHRISTIAN LEGAL CLINICS, STUDENTS ASSISTED FIFTEEN CLIENTS ON A VARIETY OF LEGAL MATTERS INCLUDING HOUSING, FAMILY LAW AND ESTATE PLANNING. STUDENTS PARTICIPATED IN CRIMINAL RECORD EXPUNGEMENT CLINICS AND A SPRING BREAK SERVICE OPPORTUNITY WITH THE LEGAL AID OF SOUTHEASTERN PENNSYLVANIA (LASP) TO ASSIST TWENTY-THREE CLIENTS. STUDENTS PARTICIPATED IN COMMUNITY LEGAL SERVICES UTILITY CLINICS TO NEGOTIATE HIGH UTILITY COSTS AND REPAYMENT PLANS FOR TWENTY-TWO CLIENTS, OFFERING BILINGUAL SERVICES ACROSS FIVE FOREIGN LANGUAGES. IN PARTNERSHIP WITH THE CATHOLIC SOCIAL SERVICES OF PHILADELPHIA, STUDENTS ASSISTED FIVE CLIENTS WITH THEIR IMMIGRATION MATTERS. STUDENTS PARTNERED WITH THE LEGAL CLINIC FOR THE DISABLED AND THE SENIORLAW CENTER, ASSISTING FIVE CLIENTS WITH ESTATE PLANNING DOCUMENTS. SCHOOL OF SOCIAL POLICY AND PRACTICE THE RESEARCH, EDUCATIONAL, AND SERVICE ACTIVITIES OF SSPP ARE IN PERFECT ALIGNMENT WITH THE UNIVERSITY'S NEW STRATEGIC FRAMEWORK IN PRINCIPLE AND PRACTICE. SSPP ADVANCES ALL DIMENSIONS OF THE FRAMEWORK, AND THE SCHOOL IS HIGHLY MOTIVATED AND POISED TO LEAD IN ITS IMPLEMENTATION. IN PRINCIPLE AND PRACTICE IDENTIFIES FOUR PRINCIPLES AND FIVE PRACTICES TO GUIDE THE UNIVERSITY'S FUTURE. THROUGH SSPP'S CUTTING-EDGE RESEARCH AND THEORY-INFORMED PROFESSIONAL DEGREES, THE SCHOOL ALREADY ADVANCES PROGRAMMATIC INITIATIVES IN ALL DOMAINS OF THE FRAMEWORK. FOR EXAMPLE, SSPP IS LEADING ON GREAT CHALLENGES OF OUR TIME THROUGH THE RESEARCH AND PRACTICE OF FACULTY, STAFF, STUDENTS, AND ALUMNI ACROSS THE FIELDS OF SOCIAL WORK, SOCIAL WELFARE, SOCIAL POLICY, AND NONPROFIT LEADERSHIP. SSPP ALSO UNDERSTANDS THE CLIMATE CRISIS AS A SIGNIFICANT SOCIAL JUSTICE ISSUE, BROUGHT ON IN PART BY STRUCTURAL OPPRESSION, RESULTING IN HUMAN VULNERABILITIES AND INEQUITIES. THE SCHOOL IS COMMITTED TO ADDRESSING CLIMATE JUSTICE THROUGH RESEARCH AND PRACTICE TO ADVANCE MITIGATION, ANTICIPATION, ADAPTATION, AND COMMUNITY ACTION. IN ADDITION, SSPP IS DEEPLY DEDICATED TO THE PHYSICAL AND MENTAL WELL-BEING OF CHILDREN, FAMILIES, AND COMMUNITIES, WITH A FOCUS ON ISSUES OF ACCESS AND EQUITY FOR UNDERSERVED POPULATIONS. HEALTH DISPARITIES, MEDICAL DEBT, HOMELESSNESS, AND SUBSTANCE USE ARE JUST SOME OF SSPP'S AREAS OF EXPERTISE. FURTHER, SSPP IS COMMITTED TO DATA-DRIVEN POLICY ANALYSIS, EVIDENCE-BASED PRACTICE, AND TO PRODUCING SOCIAL POLICY PROFESSIONALS WITH EXPERTISE IN DATA ANALYTICS. THE SCHOOL IS ADVANCING KNOWLEDGE IN RELATED AREAS SUCH AS ETHICAL MUNICIPAL DATA SHARING, UNCONDITIONAL CASH TRANSFERS, AND THE DIGITAL EXPERIENCES OF YOUTH OF COLOR. SSPP ALSO FOSTERS A COMMUNITY OF ENGAGED CITIZENS, PRACTITIONERS, AND RESEARCHERS WHO SERVE THE INSTITUTIONS OF DEMOCRACY. THROUGH RESEARCH, PUBLIC SERVICE, COMMUNITY ENGAGEMENT, LEADERSHIP, AND INNOVATION, THEY CREATE KNOWLEDGE, ACTION, AND POLICY TO ADDRESS SOCIETY'S NEEDS. FOR EACH DOMAIN OF IN PRINCIPLE AND PRACTICE, SSPP IS ADVANCING HIGHLY IMPACTFUL AND CUTTING-EDGE POLICY AND PRACTICE ACTIVITIES THAT WILL LEAD PENN FORWARD AS THE NEW STRATEGIC FRAMEWORK IS IMPLEMENTED. ANNENBERG SCHOOL FOR COMMUNICATION SARAH BANET-WEISER WAS ANNOUNCED AS THE SIXTH DEAN OF THE ANNENBERG SCHOOL FOR COMMUNICATION (ASC), OFFICIALLY ASSUMING THE ROLE ON AUGUST 14, 2023. WHEN APPOINTED DEAN, SHE HAD JUST COMPLETED TWO YEARS AS THE FIRST JOINT FACULTY APPOINTMENT BETWEEN THE ANNENBERG SCHOOL AT PENN AND USC ANNENBERG. HER FIRST ACTIONS AS DEAN WERE TO APPOINT PROFESSOR EMILY FALK AS THE VICE DEAN OF ASC, TO CONVENE THE FACULTY FOR A TWO-DAY RETREAT TO DISCUSS REVISIONS TO THE DOCTORAL PROGRAM, AND TO SET-UP A YEAR-LONG TOUR TO MEET WITH ASC ALUMS. HER GOALS AND INITIATIVES ALIGN WITH THE UNIVERSITY'S STRATEGIC FRAMEWORK IN PRINCIPLE AND PRACTICE AS DISCUSSED BELOW. PROGRAMMATIC INITIATIVES ACCELERATING INTERDISCIPLINARY PURSUITS: COMMUNICATION IS AN INTERDISCIPLINARY FIELD, AND MANY ASC FACULTIES HOLD JOINT OR SECONDARY APPOINTMENTS IN OTHER SCHOOLS OR PROGRAMS. SEVERAL ASC CENTERS WILL CONTINUE TO COLLABORATE WITH OTHER SCHOOLS AT PENN (E.G., WHARTON, SEAS, SAS, AND SP2) OR OTHER UNIVERSITIES (E.G., USC ANNENBERG, STANFORD, DARTMOUTH, AND RUTGERS). THESE COLLABORATIONS INCLUDE FACILITATING POSTDOCTORAL FELLOWSHIPS ACROSS SCHOOLS AND OFFERING JOINT CLASSES, EXCHANGES, AND EVENTS. IN ADDITION, ASC IS ALSO IN THE EARLY STAGES OF REORIENTING ANNENBERG AROUND FOUR LOCI OF RESEARCH: CULTURAL INQUIRY; POLITICS, POLICY, AND INSTITUTIONS; HEALTH COMMUNICATION; AND COMPUTATIONAL SOCIAL SCIENCE. THESE GROUPINGS WILL HELP BREAK DOWN SILOS AND ENCOURAGE A MORE INTEGRATED APPROACH TO RESEARCH AND MENTORSHIP THAT INCENTIVIZES COLLABORATION, TEAMWORK, AND SHARED STAFF RESOURCES. LEADING ON GREAT CHALLENGES OF OUR TIME: THE NEW CLIMATE COMMUNICATION DIVISION AT THE ANNENBERG PUBLIC POLICY CENTER AND THE ASC COURSE ON CLIMATE CHANGE AND COMMUNICATION REFLECT THE SCHOOL'S COMMITMENT TO ENVIRONMENTAL RESEARCH. SEVERAL ASC CENTERS ARE EXPLORING SOCIETAL DIVIDES AND THE DIGITAL LANDSCAPE'S IMPACT ON DEMOCRACY. THE CENTER FOR MEDIA AT RISK ACTIVELY ENGAGES IN ADDRESSING MEDIA VULNERABILITIES, AND SEVERAL ASC FACULTY MEMBERS ARE AT THE FOREFRONT OF MISINFORMATION RESEARCH, INCLUDING MISINFORMATION THAT CAUSES VACCINE HESITANCY. COURSES ON DATA ANALYTICS AND LARGE LANGUAGE MODELS AND AI WILL CONTINUE TO EQUIP STUDENTS TO ADDRESS THE TECHNOLOGICAL ASPECTS OF TODAY'S GREAT CHALLENGES. -HTTPS://WWW.ANNENBERGPUBLICPOLICYCENTER.ORG -HTTPS://WWW.ASC.UPENN.EDU/UNDERGRADUATE/COURSES#4592 -HTTPS://WWW.ASC.UPENN.EDU/RESEARCH/CENTERS -HTTPS://WWW.ASC.UPENN.EDU/RESEARCH/CENTERS/CENTER-FOR-INFORMATION- NETWORKS-AND-DEMOCRACY -HTTPS://WWW.ASCMEDIARISK.ORG/ -HTTPS://WWW.ASC.UPENN.EDU/NEWS-EVENTS/NEWS?SEARCH=VACCINE%20HESITENCY& CATEGORY=ALL&RESEARCH_AREA=ALL&CENTER=ALL&PERSON=ALL&TOPICS=ALL -HTTPS://WWW.ASC.UPENN.EDU/UNDERGRADUATE/COURSES?SEARCH=DATA&TERM=ALL& FACULTY=ALL&CONCENTRATION=ALL -HTTPS://WWW.ASC.UPENN.EDU/UNDERGRADUATE/COURSES?SEARCH=%22LARGE%20LANGUAG E%20MODELS%22&TERM=ALL&FACULTY=ALL&CONCENTRATION=ALL GROWING OPPORTUNITY AND STRENGTHENING COMMUNITY: SINCE 2019, ASC HAS WELCOMED NINE OUTSTANDING FACULTY MEMBERS WHO REPRESENT DIVERSITY ACROSS RACE, ETHNICITY, GENDER, SEXUALITY, NATIONALITY, AND METHODOLOGY. THE ASC COMMUNITY, INCLUSION, AND CULTURE COMMITTEE HAS DEVELOPED A STRATEGY AND ACTION PLAN THAT INCLUDES ESTABLISHING DELIVERABLES IN THE AREAS OF FACULTY RECRUITMENT AND RETENTION; STAFF RECRUITMENT, RETENTION, AND WELL-BEING; AND INTEGRATION OF BOTH GRADUATE AND UNDERGRADUATE STUDENTS TO THE SCHOOL'S OVERALL MISSION AND ETHOS. THE COMMITTEE HAS ALSO PRIORITIZED COMMUNITY OUTREACH AND STRENGTHENING INTERNAL CULTURE-BUILDING EFFORTS. ASC CONTINUES TO OFFER POSTDOCTORAL FELLOWS EQUITABLE STIPENDS, RELOCATION ALLOWANCES, VISA FEE COVERAGE, AND DEPENDENT HEALTHCARE. ASC WILL CONTINUE TO COVER 50% OF DOCTORAL STUDENT DENTAL COSTS, WITH THE REMAINDER SUBSIDIZED BY THE UNIVERSITY. -HTTPS://WWW.ASC.UPENN.EDU/PEOPLE/FACULTY?TYPE=10 DEEPENING CONNECTION WITH NEIGHBORS AND THE WORLD: THE ASC FACULTY AND STUDENTS HAVE MULTIPLE CONNECTIONS TO THE NETTER CENTER, WITH SEVERAL ONGOING PROJECTS IN WEST PHILADELPHIA. PROJECTS SUCH AS THE PHILADELPHIA COMMUNITY ENGAGEMENT ALLIANCE AND PENNSYLVANIA BROADBAND RESEARCH INSTITUTE DEMONSTRATE ASC'S DEDICATION TO ADDRESSING SOCIETAL INEQUITIES. ASC ALSO RECENTLY HELD THE FIRST GLOBAL MEDIA CULTURES INTERNATIONAL DOCTORAL INSTITUTE WITH THE UNIVERSITY OF HYDERABAD, SUPPORTED BY PENN GLOBAL. -HTTPS://WWW.PHILLYCEAL.ORG/ -HTTPS://WWW.ASC.UPENN.EDU/RESEARCH/CENTERS/MEDIA-INEQUALITY-AND-CHANGE- CENTER/PROJECTS/PENNSYLVANIA-BROADBAND-RESEARCH-INSTITUTE PENN ATHLETICS PROGRAMMATIC INITIATIVES THE YOUNG QUAKERS COMMUNITY ATHLETICS PROGRAM, IN COLLABORATION WITH THE NETTER CENTER, PROVIDES MENTORSHIP TO WEST PHILADELPHIA ELEMENTARY STUDENTS BY VARSITY STUDENT-ATHLETES IN MEN'S AND WOMEN'S LACROSSE, MEN'S AND WOMEN'S TRACK AND FIELD, AND MEN'S AND WOMEN'S BASKETBALL, FULFILLING THE UNIVERSITY'S STRATEGIC PRIORITY OF STRENGTHENING COMMUNITY AND DEEPENING CONNECTIONS WITH NEIGHBORS AND THE WORLD.
FORM 990, PART III, LINE 4A & 4B (CONT.)	CAMPUS RECREATION, UNDER THE LEADERSHIP OF A NEW DIRECTOR, CONTINUES TO SERVE THE UNIVERSITY COMMUNITY, PARTNERING WITH THE DIVISION OF HUMAN RESOURCES TO OFFER A 50% DISCOUNT ON FITNESS CENTER MEMBERSHIPS TO FULL-TIME, BENEFITS-ELIGIBLE FACULTY AND STAFF AS WELL AS BENEFITS ELIGIBLE POSTDOCTORAL RESEARCHERS AND FELLOWS. THE DIVISION ALSO REMAINS COMMITTED TO ADDRESSING THE MENTAL HEALTH NEEDS OF THE STUDENT-ATHLETE POPULATION BY EMPLOYING A FULL-TIME MENTAL HEALTH PROFESSIONAL. THE PENN ATHLETICS WHARTON LEADERSHIP ACADEMY (PAWLA) IS TRAINING STUDENT-ATHLETES IN LEADERSHIP DEVELOPMENT IN A PARTNERSHIP WITH THE MCNULTY LEADERSHIP PROGRAM AT WHARTON. THE PROGRAM ALIGNS WITH THE UNIVERSITY'S STRATEGIC FRAMEWORK TO FOSTER LEADERSHIP AND ACCELERATE INTERDISCIPLINARY PURSUITS. THE DIVISION OPENED A CENTRALIZED STUDENT-ATHLETE FUELING STATION AND COMMUNITY SPACE, THE T HOUSE POWERED BY QUAKER FUEL, LAST WINTER, WHICH IS OPERATED BY A SPORTS DIETITIAN WHO PROVIDES NUTRITIONAL EDUCATION FOR STUDENT-ATHLETES. PENN LIBRARIES THE PENN LIBRARIES HAS MANY INITIATIVES IN PLANNING OR UNDERWAY THAT CLOSELY ALIGN WITH THE UNIVERSITY'S STRATEGIC FRAMEWORK, IN PRINCIPLE AND PRACTICE. ACCELERATE INTERDISCIPLINARY PURSUITS: THE LIBRARIES IS DEVELOPING A CROSS-CAMPUS DISCOVERY PLATFORM THAT WILL UNIFY ACCESS TO SCHOLARLY AND CULTURAL RESOURCES ACROSS THE LIBRARIES, UNIVERSITY ARCHIVES, PENN MUSEUM, AND THE PENN ART COLLECTION. BUILT IN COLLABORATION WITH UNDERGRADUATE STUDENTS AND FACULTY PARTNERS, THIS PLATFORM MODELS CROSS DIVISIONAL INNOVATION AND CENTERS THE LEARNER EXPERIENCE. THE LIBRARIES ALSO CONTINUES TO ADVANCE GLOBAL SCHOLARSHIP THROUGH THE CENTER FOR GLOBAL COLLECTIONS, WHICH CURATES MATERIALS AND SUPPORTS RESEARCH ON GLOBAL QUESTIONS. IN FY 2025, SCHEMATIC DESIGN PLANS WILL BE COMPLETED FOR A NEW PERMANENT HOME FOR THE CENTER, FULLY FUNDED BY DONORS AND SLATED TO ENTER DESIGN DEVELOPMENT IN FY 2026. -HTTPS://WWW.LIBRARY.UPENN.EDU/ZILBERMAN DEEPEN CONNECTIONS WITH NEIGHBORS AND THE WORLD: THE LIBRARIES' CONNECTION WITH NEIGHBORS AROUND PHILADELPHIA AND THE WORLD IS FOUNDATIONAL. FROM REVITALIZING LIBRARIES IN THE SCHOOL DISTRICT OF PHILADELPHIA TO TRANSFORMING PENN LIBRARIES SPACES TO FOSTER CONNECTION, DISCOVERY, AND WELLBEING, THE LIBRARIES IS BROADENING THE REACH OF PENN'S KNOWLEDGE. AT THE SAME TIME, PENN LIBRARIES IS ENHANCING ITS DIGITAL PRESENCE TO EXPAND ITS ENGAGEMENT IN ALL FORMS. GLOBALLY, THE CENTER FOR GLOBAL COLLECTIONS IS STRENGTHENING PENN'S CAPACITY FOR AREA STUDIES AND MULTILINGUAL SCHOLARSHIP THROUGH CURATED RESOURCES AND A WIDE RANGE OF PROGRAMMING. -HTTPS://WWW.LIBRARY.UPENN.EDU/COMMUNITY-ENGAGEMENT PENN'S CULTURAL INSTITUTIONS ALSO SERVE THE COMMUNITY THROUGH THEIR WIDE-RANGING ENRICHMENT AND EDUCATION INITIATIVES. THE UNIVERSITY OF PENNSYLVANIA MUSEUM OF ARCHAEOLOGY AND ANTHROPOLOGY DEEPENING CONNECTIONS WITH NEIGHBORS AND THE WORLD: THE PENN CULTURAL HERITAGE CENTER (PENNCHC) AT THE PENN MUSEUM WAS FOUNDED IN 2008 TO BE THE GATHERING PLACE FOR SCHOLARLY AND PROFESSIONAL INTERACTION AMONG FACULTY, STAFF, AND STUDENTS, ALONG WITH NATIONAL AND INTERNATIONAL VISITORS, ENGAGED WITH THE MANAGEMENT AND STUDY OF TANGIBLE AND INTANGIBLE CULTURAL HERITAGE. MUCH OF THE MUSEUM'S CURRENT RESEARCH INCORPORATES A CULTURAL HERITAGE DIMENSION, AND PENN MUSEUM SEEKS TO EXPAND AND DEVELOP COORDINATION AND UNITY OF PURPOSE IN THE UNIVERSITY'S CULTURAL HERITAGE WORK AND SHARE WELL-ARTICULATED GOALS ACROSS THESE EFFORTS. A CURRENT PROJECT, FOR EXAMPLE, ENTAILS WORKING WITH PARTNERS IN THE PRESERVATION OF UKRAINIAN HERITAGE THREATENED BY THE ONGOING CONFLICT. IN ADDITION, THE GORDION ARCHAEOLOGICAL PROJECT IN TURKEY RECEIVED THE DESIGNATION OF A UNESCO WORLD HERITAGE SITE RECENTLY, UNDERSCORING THE IMPORTANCE OF CULTURAL HERITAGE AND THE EDUCATIONAL AND UNIVERSAL ASPECTS IT AFFORDS HUMANITY. THESE PROJECTS NOT ONLY DEEPEN PENN MUSEUM'S CONNECTIONS WITH PARTNERS IN COUNTRIES AROUND THE WORLD, BUT ALSO POSITION THE PENN MUSEUM ON AN INTERNATIONAL STAGE IN THE GLOBAL CHALLENGE OF PRESERVING CULTURAL HERITAGE FOR FUTURE GENERATIONS. GROWING OPPORTUNITY AND STRENGTHENING COMMUNITY: THROUGH UNPACKING THE PAST, ONE OF SEVERAL PROGRAMS AIMED AT K-12 SCHOOL-AGED CHILDREN, MORE THAN 60,000 PHILADELPHIA PUBLIC SCHOOL CHILDREN HAVE EXPERIENCED PENN MUSEUM'S GLOBAL COLLECTION-AND IN DOING SO, UNCOVERED ASPECTS OF OUR SHARED HUMANITY. THE PROGRAM INCLUDES SUPPORT WITH BUSSING TO AND FROM SCHOOL, IN-SCHOOL CLASSROOM LESSON, A GALLERY TOUR AND WORKSHOP AT THE MUSEUM. THE GLOBAL LEARNING LAB PROGRAM INTRODUCES STUDENTS TO ARTIFACTS AND CULTURAL OBJECTS IN THE PENN MUSEUM'S GALLERIES AND THEN INCLUDES A HANDS-ON WORKSHOP. CHILDREN SEE OBJECTS FROM ANCIENT CIVILIZATIONS THEY ARE STUDYING, BRINGING HISTORY TO LIFE. PENN MUSEUM WELCOMES FAMILIES FROM ALL PARTS OF THE CITY OF PHILADELPHIA TO SPEND TIME IN THE MUSEUM, DEEPENING THE MUSEUM'S CONNECTIONS WITH THESE COMMUNITIES AND OPENING DOORS TO NEW EXPERIENCES FOR GENERATIONS TO COME. INSTITUTE OF CONTEMPORARY ART IN TODAY'S COMPLEX AND CHANGING WORLD, THE INSTITUTE OF CONTEMPORARY ART (ICA) IS A VITAL GATHERING PLACE WHERE EVERYONE CAN SHARE IN A MEANINGFUL EXCHANGE OF IDEAS. ENGAGING WITH THE ART OF OUR TIME UNLEASHES CREATIVITY, INSPIRES CURIOSITY, AND NOURISHES JOYFUL COMMUNITIES. AT ICA, THESE PURSUITS KNOW NO BOUNDS - BECAUSE POSSIBILITY LIVES HERE. -HTTPS://ICAPHILA.ORG/ FOR MORE THAN 60 YEARS, ICA HAS BEEN A LAUNCHPAD FOR CONTEMPORARY ART AND IDEAS, FOCUSED ON UNDERRECOGNIZED VOICES, PERSPECTIVES, AND ARTISTIC PRACTICES. ICA IS A LABORATORY FOR CREATIVE RISK-TAKING - A HUB FOR CONNECTION AND KNOWLEDGE CREATION. THE INSTITUTE IS CONSTANTLY EVOLVING, RESPONDING TO THE WORLD AROUND IT BY FOSTERING RADICAL EXPERIMENTATION, PUSHING BOUNDARIES, AND STRIVING TO CREATE IMMERSIVE EXPERIENCES FOR EVERYONE. EVERY DAY, ICA BUILDS DYNAMIC ECOSYSTEMS WITH ARTISTS, AUDIENCES, AND SCHOLARS, MODELS WIDE-RANGING AND SUSTAINABLE WAYS OF WORKING, AND FORGES IMPACTFUL CONNECTIONS WITH COMMUNITIES. THIS APPROACH HINGES ON ADVANCING ITS MISSION AND THE SECTOR AT LARGE, ROOTED IN THE VALUES OF COLLABORATION, EXPERIMENTATION, AND LEARNING. PROGRAMMATIC INITIATIVES IN FY 2025, ICA PRESENTED FOUR MAJOR EXHIBITIONS AND COMMISSIONS THAT EXEMPLIFIED ITS CURATORIAL VISION AND PUBLIC MISSION: CARL CHENG: NATURE NEVER LOSES, JOANNA PIOTROWSKA: UNSEEING EYES, RESTLESS BODIES, WHERE I LEARNED TO LOOK: ART FROM THE YARD, AND ENTRYWAYS: NONTSIKELELO MUTITI. OVER THE COURSE OF THE YEAR, ICA HOSTED 43 FREE PUBLIC PROGRAMS, ATTRACTING MORE THAN 13,500 ATTENDEES ACROSS ARTIST TALKS, PERFORMANCES, COMMUNITY EVENTS, AND STUDENT-LED INITIATIVES. -HTTPS://ICAPHILA.ORG/EXHIBITIONS/CARL-CHENG-NATURE-NEVER-LOSES/ -HTTPS://ICAPHILA.ORG/EXHIBITIONS/JOANNA-PIOTROWSKA-2/ -HTTPS://ICAPHILA.ORG/EXHIBITIONS/WHERE-I-LEARNED-TO-LOOK-ART-FROM-THE- YARD/ -HTTPS://ICAPHILA.ORG/EXHIBITIONS/ENTRYWAYS-NONTSIKELELO-MUTITI/ ACCELERATE INTERDISCIPLINARY PURSUITS: ICA'S EXHIBITIONS THIS YEAR HAVE EMBODIED A DEEP COMMITMENT TO INTERDISCIPLINARY PRACTICE. CARL CHENG: NATURE NEVER LOSES OFFERED A SWEEPING SURVEY OF THE ARTIST'S EXPLORATIONS INTO ECOLOGY AND INDUSTRIAL DESIGN. HIS WORK BRIDGES ART, ENVIRONMENTAL SCIENCE, AND TECHNOLOGY, ENCOURAGING DIALOGUE BETWEEN CREATIVE AND SCIENTIFIC COMMUNITIES. LIKEWISE, JOANNA PIOTROWSKA: UNSEEING EYES, RESTLESS BODIES PRESENTED PHOTOGRAPHY AND VIDEO THAT DREW FROM PSYCHOTHERAPY, GENDER STUDIES, AND CHOREOGRAPHY, FOSTERING RICH CROSS-DISCIPLINARY CONVERSATIONS ABOUT INTIMACY, DOMESTICITY, AND SOCIETAL STRUCTURES. THESE PROJECTS EXEMPLIFY ICA'S COMMITMENT TO APPROACHES THAT CUT ACROSS FIELDS AND PROVOKE NEW WAYS OF THINKING. LEAD ON GREAT CHALLENGES OF OUR TIME: ICA'S EXHIBITIONS AND OPERATIONS DEMONSTRATE A CONTINUED FOCUS ON URGENT GLOBAL ISSUES. CHENG'S WORK WAS PRESCIENT IN ITS CRITIQUE OF ENVIRONMENTAL DEGRADATION AND THE ARTIFICIAL MANIPULATION OF NATURE. AT THE SAME TIME, ICA'S OWN SUSTAINABILITY EFFORTS, INCLUDING DEVELOPING NEW METHODS OF CREATING EXHIBITION WALLS THAT CAN BE REPURPOSED, UNDERSCORE AN ORGANIZATIONAL COMMITMENT TO REDUCING ENVIRONMENTAL IMPACT. GROW OPPORTUNITY AND STRENGTHEN COMMUNITY: ICA REMAINS FIRMLY COMMITTED TO BROADENING ACCESS AND DEEPENING COMMUNITY RELATIONSHIPS. THE CARL CHENG OPENING ATTRACTED OVER 1,000 ATTENDEES, A TESTAMENT TO THE MUSEUM'S PUBLIC ENGAGEMENT. WHERE I LEARNED TO LOOK: ART FROM THE YARD CHALLENGES INSTITUTIONAL BOUNDARIES BY CENTERING ART MADE OUTSIDE THE TRADITIONAL STUDIO SYSTEM, INVITING VIEWERS TO RECONSIDER HOW AND WHERE ART IS MADE. ICA'S PARTNERSHIPS WITH LOCAL AND NATIONAL ORGANIZATIONS REFLECT A STRATEGIC AND SUSTAINED EFFORT TO REACH UNDERSERVED AUDIENCES. ACCESSIBILITY PRACTICES, INCLUDING CAPTIONING, ASL INTERPRETATION, AND LIVE TRANSCRIPTION, ENSURE THAT PROGRAMS ARE WELCOMING TO ALL.
FORM 990, PART III, LINE 4A & 4B (CONT.)	DEEPEN CONNECTION WITH NEIGHBORS AND THE WORLD: ICA CONTINUES TO CULTIVATE DEEP AND IMPACTFUL PARTNERSHIPS BOTH LOCALLY AND INTERNATIONALLY. IN PHILADELPHIA, COLLABORATIONS WITH ORGANIZATIONS SUCH AS TALLER PUERTORRIQUEO, THE LEEWAY FOUNDATION, AND PENN FIRST PLUS HAVE EXPANDED ICA'S AUDIENCES. NATIONALLY AND GLOBALLY, ICA'S PARTNERSHIP WITH THE STUDIO MUSEUM IN HARLEM AND THE GETTY RESEARCH AND CONSERVATION INSTITUTES HAS BEEN INSTRUMENTAL IN THE DEVELOPMENT OF THE FORTHCOMING MAVIS PUSEY EXHIBITION AND SYMPOSIUM. LOOKING AHEAD, ICA IS ALSO COLLABORATING WITH THE VITRA DESIGN MUSEUM AND THE MILWAUKEE ART MUSEUM ON A MAJOR EXHIBITION OF SHAKER DESIGN. THESE PARTNERSHIPS STRENGTHEN ICA'S ROLE AS A PLACE THAT LINKS PHILADELPHIA'S CULTURAL LANDSCAPE TO BROADER MOVEMENTS IN ART. -HTTPS://ICAPHILA.ORG/EXHIBITIONS/MAVIS-PUSEY-MOBILE-IMAGES/ FOSTER LEADERSHIP AND SERVICE: WITH 27 ACTIVE MEMBERS, THE ICA STUDENT BOARD REMAINS CENTRAL TO THE MUSEUM'S LEADERSHIP PIPELINE, CURATING DYNAMIC PROGRAMS SUCH AS PAINT THE DANCE FLOOR. ICA IS ALSO LAUNCHING AN ALUMNI NETWORK, WHICH ALREADY INCLUDES MORE THAN 150 FORMER STUDENTS, CREATING A LASTING PROFESSIONAL COMMUNITY. THE GALLERY AMBASSADOR PROGRAM NOW INCLUDES LOCAL ARTISTS, DEEPENING ICA'S ROLE AS A SITE OF RECIPROCAL LEARNING, MENTORSHIP, AND PUBLIC-FACING DIALOGUE. ICA ALSO OFFERS HANDS-ON PROFESSIONAL OPPORTUNITIES THROUGH ITS MAJOR EXHIBITIONS, INCLUDING ROLES SUCH AS WRITING FOR CATALOGUES AND SUPPORTING CURATORIAL PRODUCTION. FOR EXAMPLE, THE UPCOMING MAVIS PUSEY SYMPOSIUM WILL PROVIDE A PLATFORM FOR STUDENTS AND EMERGING PROFESSIONALS TO ENGAGE IN BEST PRACTICES AROUND LEGACY STEWARDSHIP, CONSERVATION METHODS, AND ART HISTORY RESEARCH. PENN LIVE ARTS! PENN LIVE ARTS, HEADQUARTERED AT THE ANNENBERG CENTER, SERVES PENN AND THE WEST PHILADELPHIA COMMUNITY THROUGH SPECIAL CAMPUS-BASED AND COMMUNITY-FOCUSED TICKETING PROGRAMS, ALLOWING PENN FIRST PLUS STUDENTS AND LOWER-INCOME RESIDENTS TO ATTEND WORLD-CLASS PERFORMANCES AT A FRACTION OF THEIR COST. PENN LIVE ARTS HAS CONTINUED ITS LONG TRADITION OF HOSTING STUDENT AND COMMUNITY-ORIENTED EVENTS, CONVOCATIONS, COMMENCEMENTS, PERFORMANCES, AND LECTURES. IT ALSO DELIVERS HIGH-QUALITY CHILDREN'S PROGRAMMING WITH THE OLDEST CONTINUALLY RUNNING CHILDREN'S FESTIVAL IN THE NATION AND THROUGH THE CRITICALLY ACCLAIMED STUDENT DISCOVERY SERIES. IN TOTAL, ACPA SERVES OVER 10,000 CHILDREN IN THE PHILADELPHIA METROPOLITAN AREA PER SEASON, OFTEN PROVIDING THEIR ONLY ACCESS TO THE PERFORMING ARTS. -HTTPS://PENNLIVEARTS.ORG/ IN ADDITION TO THE UNIVERSITY'S NUMEROUS INITIATIVES, PENN MEDICINE IS STRONGLY COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH A NUMBER OF COMMUNITY-BASED PROGRAMS AND ACTIVITIES. PENN MEDICINE PENN MEDICINE IS ONE OF THE WORLD'S LEADING ACADEMIC MEDICAL CENTERS, DEDICATED TO THE RELATED MISSIONS OF MEDICAL EDUCATION, BIOMEDICAL RESEARCH, AND EXCELLENCE IN PATIENT CARE. PENN MEDICINE CONSISTS OF THE RAYMOND AND RUTH PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA, FOUNDED IN 1765 AS THE NATION'S FIRST MEDICAL SCHOOL, AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) COMPRISED OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP), PENN PRESBYTERIAN MEDICAL CENTER (PPMC), PENNSYLVANIA HOSPITAL (PAH), PRINCETON HEALTH (PH), CHESTER COUNTY HOSPITAL (CCH), AND LANCASTER GENERAL HEALTH (LGH). DOYLESTOWN HEALTH ALSO BECAME PART OF UPHS AS OF APRIL 1, 2025. EVIDENT BY $425.8 MILLION IN CHARITY AND UNDERFUNDED MEDICAID CARE PROVIDED TO FAMILIES, THE PERELMAN SCHOOL OF MEDICINE AND UPHS ARE COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH CLINICAL CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. PENN MEDICINE'S PROGRAMMATIC PRIORITIES ARE DRIVEN BY SERVING A CHANGING WORLD, ITS STRATEGIC PLAN, WHICH IS CLOSELY ALIGNED WITH THE UNIVERSITY OF PENNSYLVANIA'S IN PRINCIPLE AND PRACTICE STRATEGIC FRAMEWORK. IMPLEMENTATION OF INITIATIVES IN EACH OF THE PLAN'S CORE MISSION AREAS ARE UNDERWAY AT PERELMAN SCHOOL OF MEDICINE. - HTTPS://WWW.PENNMEDICINE.ORG/ABOUT/STRATEGIC-PLAN -IN FY 2025 AND BEYOND, PENN MEDICINE WILL CONTINUE TO LEAD IN THE PENN TRADITION OF COLLABORATION AND INNOVATION WHICH EXTENDS ACROSS THE CAMPUS. THIS INCLUDES A FOCUS ON ENHANCING AND DEVELOPING TECHNOLOGICAL STRATEGIES TO ALIGN INFORMATION TECHNOLOGY AND DATA INFRASTRUCTURE WITH PATIENT CARE. -DISCOVERY PROPELS PENN MEDICINE, IMPROVING AND DIFFERENTIATING ITS SERVICE TO PATIENTS, STUDENTS, AND THE WORLD. PENN MEDICINE WILL INVEST IN OPPORTUNITIES THAT ARE VISIBLE NOW AND INVEST IN AN ENVIRONMENT THAT CREATES AND CAPITALIZES ON PROSPECTS NOT YET SEEN. PENN MEDICINE HAS LAUNCHED INITIATIVES TO DEVELOP FRONTIER RESEARCH CORES TO SUPPORT THE MOST PROMISING OPPORTUNITIES IN BASIC, TRANSLATIONAL, AND CLINICAL RESEARCH, HEALTH SERVICES AND POPULATION HEALTH RESEARCH, AND NEW AREAS SUCH AS DIGITAL INNOVATION. ADDITIONALLY, IN FOLLOWING "SERVING A CHANGING WORLD" STRATEGIC PLAN - SPECIFICALLY WITHIN THE PLAN'S PILLAR DEDICATED TO UPLIFTING THE COMMUNITY, THE LIVES OF STUDENTS AND STAFF, AND THE ENVIRONMENT - PENN MEDICINE HAS INVESTED AND SUSTAINED INSTITUTION-WIDE, COMPREHENSIVE PROGRAMS THAT ANCHOR OUR CHARGE IN COMMUNITY HEALTH. THESE PROGRAMS ARE EVIDENCE OF PENN MEDICINE INTEGRATING COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PRIORITIES TO GUIDE STRATEGY, OPERATIONS, AND INVESTMENTS: THE CENTER FOR HEALTH EQUITY ADVANCEMENT (CHEA) AT PENN MEDICINE COLLABORATES CLOSELY WITH A NETWORK OF HEALTHCARE LEADERS, CLINICAL TEAMS, COMMUNITY PARTNERS, AND RESEARCH FELLOWS TO TRANSFORM SCIENTIFIC RESEARCH INTO PRACTICAL, IMPACTFUL STRATEGIES. THROUGH FOCUSED EFFORTS IN RESEARCH AND EVALUATION, CARE TRANSFORMATION, EDUCATION AND TRAINING, WORKFORCE DEVELOPMENT, AND COMMUNITY ENGAGEMENT, CHEA IS DEDICATED TO ENHANCING CARE DELIVERY, FOSTERING MEANINGFUL CONNECTIONS WITH THOSE LIVING NEAR OUR HOSPITALS, AND INSPIRING THE NEXT GENERATION OF SCIENTISTS AND HEALTHCARE PROVIDERS. THE CENTER FOR HEALTH JUSTICE (CHJ) WORKS TO ADVANCE HEALTH THROUGH SUPPORT PROVIDED TO COMMUNITIES HARMED BY STRUCTURAL INEQUITY. ITS TWO MAIN GROUPS-URBAN HEALTH LAB AND HEALTH JUSTICE TRANSFORMATION-LEAD RESEARCH, COMMUNITY ACTION, AND HEALTH SYSTEM REFORM. CHJ COLLABORATES ACROSS PENN MEDICINE AND THE UNIVERSITY OF PENNSYLVANIA TO GUIDE STRATEGY AND BUILD INFRASTRUCTURE FOR LASTING CHANGE. THROUGH ITS HEALTH JUSTICE TRANSFORMATION PORTFOLIO, CHJ PARTNERS WITH STAFF AND LEADERS TO EMBED TRANSFORMATIVE COMMUNITY SUPPORT INTO HEALTH SYSTEM OPERATIONS AND POLICY. THE PENN CENTER FOR COMMUNITY HEALTH WORKERS WORKS TO ADVANCE HEALTH EQUITY AND IMPROVE HEALTH OUTCOMES. SINCE ITS CREATION, THE CENTER HAS SUPPORTED CLOSE TO 25,000 PEOPLE IN OUR REGION BY LEVERAGING THE COMPASSION AND RESOURCEFULNESS OF COMMUNITY HEALTH WORKERS TO PROVIDE TRUSTED, PERSON-CENTERED SUPPORT. COMMUNITY HEALTH WORKERS PARTNER WITH PATIENTS TO ADDRESS VARIOUS ASPECTS OF THEIR LIVES THAT IMPACT HEALTH-FROM NAVIGATING THE HEALTH SYSTEM TO TACKLING UNDERLYING SOCIAL BARRIERS, SUCH AS UNSTABLE HOUSING, SOCIAL ISOLATION, AND UNEMPLOYMENT. THE PENN MEDICINE WHARTON FUND FOR HEALTH IS IN PARTNERSHIP WITH THE SOCIAL IMPACT INITIATIVE AT THE UNIVERSITY OF PENNSYLVANIA'S WHARTON SCHOOL, AND WORKS TO IMPROVE THE SOCIAL DETERMINANTS OF HEALTH FOR PHILADELPHIANS. INITIALLY COMMITTING $5 MILLION OVER THREE YEARS, THIS INITIATIVE INVESTS IN INNOVATIVE, FORWARD-THINKING VENTURES CREATING MEANINGFUL IMPROVEMENTS IN OUR CITY'S HEALTH WHILE FOSTERING SUSTAINABLE AND PROFITABLE COMPANIES THAT GENERATE JOBS AND ECONOMIC OPPORTUNITIES FOR MORE RESIDENTS. BUILDING ON THE SUCCESS OF THE INITIAL STARTUPS AND THEIR POSITIVE EFFECT ON HEALTH INEQUITIES, INVESTMENT IN FUND FOR HEALTH WILL CONTINUE. THE PENN MEDICINE CARES GRANT WILL CONTINUE TO EMPOWER COMMUNITY-BASED INITIATIVES LED BY EMPLOYEES AND MEDICAL STUDENTS BY AWARDING FUNDING ON A QUARTERLY BASIS. THESE GRANTS CAN BE USED TO PURCHASE SUPPLIES AND RESOURCES ESSENTIAL TO ADVANCING FAIR HEALTH OUTCOMES WITHIN THE COMMUNITY. SINCE ITS INCEPTION IN 2012, AND INCLUDING FY 2025, THE PROGRAM HAS SUPPORTED OVER 1,264 PROJECTS, DISTRIBUTING MORE THAN $1.38 MILLION IN TOTAL FUNDING. WE EAGERLY ANTICIPATE THE INNOVATIVE APPROACHES THAT FACULTY, STAFF, AND STUDENTS AT PENN MEDICINE WILL CONTINUE TO DEVELOP TO ADDRESS COMMUNITY HEALTH NEEDS. COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION IN PHILADELPHIA DEVELOPED BY A COALITION OF AREA HOSPITALS WITH AN AMPLIFIED COMMUNITY VOICE TO GUIDE, THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR PHILADELPHIA AND THE SURROUNDING COUNTIES IN PENNSYLVANIA WAS COMPLETED IN 2025. THE FOLLOWING NEEDS WERE NAMED AS PRIORITY:
FORM 990, PART III, LINE 4A & 4B (CONT.)	TRUST AND COMMUNICATION DISCRIMINATION IN HEALTH CARE CHRONIC DISEASE PREVENTION AND MANAGEMENT ACCESS TO CARE (PRIMARY AND SPECIALTY) HEALTHCARE AND HEALTH RESOURCES NAVIGATION MENTAL HEALTH ACCESS SUBSTANCE USE AND RELATED DISORDERS HEALTHY AGING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES FOOD ACCESS HOUSING INSECURITY NEIGHBORHOOD CONDITIONS YOUTH PRIORITIES: YOUTH MENTAL HEALTH LACK OF RESOURCES/KNOWLEDGE OF RESOURCES SUBSTANCE USE AND RELATED DISORDERS BULLYING GUN VIOLENCE ACCESS TO PHYSICAL ACTIVITY ACTIVITIES FOR YOUTH ACCESS TO GOOD SCHOOLS IN RESPONSE TO THE PRIORITIZED NEEDS OF OUR COMMUNITY, LISTED ABOVE, PENN MEDICINE'S PHILADELPHIA-BASED HOSPITALS, HUP, PPMC, AND PAH, HAVE DEVELOPED NUMEROUS PROGRAMS IN NEIGHBORHOODS NEAR OUR HOSPITALS. FOLLOWING PLEASE FIND A LIST OF PROGRAMS PENN MEDICINE INVESTS IN AND MAINTAINS WITH AN AIM TO IMPROVE COMMUNITY HEALTH IN THE RESPECTIVE CHNA NEED AREAS; THE FOLLOWING REPRESENTS A SELECTION OF KEY INITIATIVES AND IS NOT AN EXHAUSTIVE LIST: BUILDING TRUST AND IMPROVING COMMUNICATION TRUST AND CLEAR COMMUNICATION ARE ESSENTIAL TO STRONG PATIENT-PROVIDER RELATIONSHIPS. BREAKDOWNS IN COMMUNICATION CAN ERODE TRUST AND LEAD TO DISENGAGEMENT AND POORER HEALTH OUTCOMES. TO ADDRESS THIS, PENN MEDICINE EMPHASIZES PROACTIVE STORYTELLING AND OUTWARD-FACING COMMUNICATION THROUGH THE FOLLOWING INITIATIVES: PENN MEDICINE USES ITS COMMUNITY EVENTS CALENDAR TO PROMOTE SUPPORT GROUPS, CLASSES, PROFESSIONAL DEVELOPMENT, AND HEALTH PROGRAMS - THUS IMPROVING CONNECTEDNESS BETWEEN AREA RESIDENTS AND OUR PHILADELPHIA HOSPITALS. THE COMMUNITY RELATIONS TEAM FACILITATES VOLUNTEER REQUESTS TO BRING EMPLOYEE EXPERTS AND HEALTH SYSTEM SERVICES DIRECTLY INTO NEIGHBORHOODS. ADDITIONALLY, THERE ARE A BREADTH OF EMPLOYEES AND DEPARTMENTS ACROSS THE HEALTH SYSTEM WORKING WITHIN OUR COMMUNITY IN THEIR OWN AREA OF EXPERTISE. TO REDUCE PATIENT FRUSTRATION AND IMPROVE UNDERSTANDING FOR PATIENTS IN PAH'S EMERGENCY DEPARTMENT WAITING ROOM, ANIMATED VIDEOS WERE CREATED AND EXPLAIN THE EMERGENCY DEPARTMENT PROCESSES-SUCH AS TRIAGE, CONDUCT EXPECTATIONS, AND WHAT TO ANTICIPATE DURING A VISIT. THE VIDEOS PLAY AS PATIENTS ENTER AND WAIT AND ARE AVAILABLE IN ENGLISH AND SPANISH FOR ACCESSIBILITY. DEVELOPED WITH INPUT FROM PENN MEDICINE'S COMMUNITY ADVISORY BOARDS AND PATIENT FAMILY ADVISORY COUNCILS, THE VIDEOS ENSURE CONTENT REFLECTS COMMUNITY NEEDS, STRENGTHENS TRUST, AND ENHANCES THE OVERALL EMERGENCY CARE EXPERIENCE. THE PENN MEDICINE LISTENING LAB ELEVATES THE LIVED EXPERIENCES OF PATIENTS, CAREGIVERS, STAFF, AND PROVIDERS TO STRENGTHEN A UNIFIED CULTURE OF CAREGIVING. THROUGH A FACILITATED, HIPAA-COMPLIANT PROCESS, STORIES ARE RECORDED, COLLABORATIVELY EDITED, AND SHARED WITH THE STORYTELLER'S CONSENT. THESE NARRATIVES ARE USED ACROSS THE HEALTH SYSTEM-IN EMPLOYEE ORIENTATION, MEDICAL AND NURSING EDUCATION, PATIENT AND FAMILY ADVISORY COMMITTEE COLLABORATIONS, LEADERSHIP MEETINGS, STAFF HUDDLES, INTERNAL COMMUNICATIONS, AND CLINICAL-ROOM SCREENSAVERS. FOR MANY STORYTELLERS, THE PROCESS IS ALSO VALIDATING, COMFORTING, AND HEALING. IN 2024, PENN MEDICINE INTRODUCED A PATIENT QUALITY AND SAFETY WEBSITE AND DASHBOARD OFFERING TRANSPARENT, REGULARLY UPDATED DATA ON MEASURES SUCH AS PREVENTIVE CARE, INFECTIONS, MORTALITY, AND HOME HEALTH OUTCOMES. WHERE POSSIBLE, RESULTS ARE COMPARED WITH STATE AND NATIONAL BENCHMARKS TO SUPPORT INFORMED DECISION-MAKING. CLEAR NARRATIVES AND SELECT EXPLAINER VIDEOS HELP MAKE THE DATA MORE ACCESSIBLE AND HIGHLIGHT PENN MEDICINE'S QUALITY AND SAFETY STRATEGIES, PATIENT EXPERIENCE INSIGHTS, AND COMMUNITY HEALTH GOALS. THE CENTERS FOR MEDICARE AND MEDICAID SERVICE REQUIRE HOSPITALS TO POST MACHINE-READABLE LISTS OF STANDARD CHARGES, UPDATED ANNUALLY. PENN MEDICINE'S "TRANSPARENCY IN PRICING" WEBPAGE ALLOWS PATIENTS TO ACCESS THESE CHARGEMASTER DETAILS, VIEW NEGOTIATED PRICE LISTS, AND REQUEST COST ESTIMATES THROUGH MYCHART OR BY PHONE. ELIMINATING DISCRIMINATION IN HEALTH CARE MARGINALIZED COMMUNITIES-INCLUDING PEOPLE OF COLOR, IMMIGRANTS, INDIVIDUALS WITH DISABILITIES, THOSE WITH MENTAL ILLNESS OR SUBSTANCE USE DISORDERS, LGBTQ+ INDIVIDUALS, RURAL RESIDENTS, AND OTHERS-CONTINUE TO FACE DISCRIMINATION AND INSTITUTIONAL BARRIERS TO QUALITY HEALTH CARE. THE FOLLOWING PENN MEDICINE PROGRAMS ADDRESS THE DISCRIMINATION IN HEALTH CARE PRIORITY: THE ONCOLINK TEAM IN RADIATION ONCOLOGY HAS PROVIDED TRAUMA-INFORMED CARE TRAINING TO 804 MULTIDISCIPLINARY CARE TEAM MEMBERS ACROSS UPHS' PHILADELPHIA HOSPITALS. THROUGH INTERACTIVE CASE DISCUSSIONS AND EXPERIENTIAL LEARNING, PARTICIPANTS BUILD UNDERSTANDING OF TRAUMA, ADVERSE CHILDHOOD EXPERIENCES (ACES), TRAUMA RESPONSES, AND SENSITIVE PRACTICE TECHNIQUES. PRE- AND POST-TRAINING SURVEYS MEASURE KNOWLEDGE, COMPETENCE, BARRIERS, AND NEEDED SUPPORT. ADDITIONALLY, PENN'S DEPARTMENT OF EMERGENCY MEDICINE IS EMBEDDING TRAUMA-INFORMED CARE INTO ALL ASPECTS OF EMERGENCY MEDICINE'S OPERATIONS, TO REDUCE STIGMA AND CREATE HEALING-CENTERED ENVIRONMENTS. HUP HAS ENHANCED INTERPRETER SERVICES BY PRIORITIZING IN-PERSON SUPPORT, HIRING MORE MULTILINGUAL STAFF, AND STRENGTHENING DOCUMENTATION STANDARDS. UPHS IS CURRENTLY EXPANDING THIS MODEL ACROSS ITS PHILADELPHIA HOSPITALS IN ORDER TO IMPROVE COMMUNICATION FOR PATIENTS WITH LIMITED ENGLISH PROFICIENCY. A JOINT PENN-CHOP INITIATIVE, ALLIANCE OF MINORITY PHYSICIANS SUPPORTS MEDICAL STUDENTS, TRAINEES, AND FACULTY THROUGH MENTORSHIP, NETWORKING, AND PROFESSIONAL DEVELOPMENT-PROMOTING EQUAL TREATMENT, ATTRACTING TALENT, AND FOSTERING INCLUSIVE LEARNING ENVIRONMENTS. THE PERINATAL RESOURCES FOR OPIOID USE DISORDER (PROUD) CLINIC DELIVERS COMPREHENSIVE, AFFIRMING CARE FOR PERINATAL PATIENTS WITH SUBSTANCE USE DISORDERS THROUGH AN INTERDISCIPLINARY TEAM SPANNING SOCIAL WORK, PHARMACY, PSYCHIATRY, OB/GYN, AND FAMILY MEDICINE. THE SICKLE CELL DISEASE TASK FORCE PROMOTES EQUITABLE CARE FOR PATIENTS WITH SICKLE CELL DISEASE BY DEVELOPING STANDARDIZED PROTOCOLS AND USING DATA DASHBOARDS TO TRACK CARE. THIS APPROACH IMPROVES CONSISTENCY, PAIN MANAGEMENT, AND OVERALL QUALITY OF CARE. PENN PSYCHIATRY OFFERS SPECIALIZED BEHAVIORAL HEALTH CLINICS, INCLUDING Q-MUNITY WELLNESS FOR UNINSURED LGBTQ+ PATIENTS, AN LGBTQ+ DBT SKILLS GROUP, A MEDICAID-DESIGNATED PTSD PROGRAM, AND THE SOUTHEAST ASIAN PROGRAM AT HALL-MERCER, PROVIDING MULTILINGUAL, CULTURALLY TAILORED SERVICES. WITH AN AIM TO MONITOR CARE DISPARITIES AND PREVENT DISCRIMINATION, CHEA CREATED THE EQUITY AND QUALITY DASHBOARD AND HEALTH RELATED SOCIAL NEEDS DASHBOARD. PENN MEDICINE IS STANDARDIZING DATA COLLECTION TO BETTER MEASURE POTENTIAL INEQUITIES AND GUIDE DATA-DRIVEN INTERVENTIONS. IMPROVING THE MANAGEMENT AND PREVENTION OF CHRONIC DISEASES CHRONIC DISEASES-SUCH AS HYPERTENSION, DIABETES, COPD, AND STROKE-ARE LEADING CAUSES OF DEATH IN THE PENN MEDICINE SERVICE AREA. PENN MEDICINE ADDRESSES THESE CONDITIONS THROUGH EVIDENCE-BASED SCREENING, DIAGNOSIS, AND MANAGEMENT, WHILE IMPLEMENTING HEALTH SYSTEM AND COMMUNITY STRATEGIES TO PREVENT DISEASE AND OVERCOME BARRIERS TO CARE. EARLY DETECTION ENABLES TIMELY TREATMENT, BETTER OUTCOMES, AND IMPROVED LONG-TERM HEALTH. SINCE 2021, PENN MEDICINE, IN PARTNERSHIP WITH SIEMENS HEALTHINEERS, HAS PROVIDED NEARLY 1,000 FREE MAMMOGRAMS, DETECTING NINE BREAST CANCERS-EXCEEDING THE TYPICAL SCREENING DETECTION RATE. BUILDING ON THE ABRAMSON CANCER CENTER'S SCREENING PROGRAMS FOR UNDERSERVED COMMUNITIES, PENN MEDICINE LAUNCHED ITS OWN MOBILE MAMMOGRAPHY VAN IN JULY 2025. THE VAN OFFERS 3D BREAST IMAGING IN A PRIVATE, COMFORTABLE SETTING AND HAS VISITED HEALTH FAIRS, COMMUNITY EVENTS, AND CORPORATE CAMPUSES ACROSS THE GREATER PHILADELPHIA AREA. PATIENTS' INSURANCE WILL BE BILLED IF APPLICABLE, AND NO ONE IS TURNED AWAY FOR LACK OF COVERAGE. ORGANIZATIONS REQUEST THE VAN ONLINE, WITH A PUBLIC EVENT CALENDAR AVAILABLE. SINCE 2014, THE PENN MEDICINE BREAST HEALTH INITIATIVE HAS PROVIDED FREE BREAST CANCER SCREENINGS, DIAGNOSTICS, AND TREATMENT TO NEARLY 7,000 UNDERSERVED AND UNINSURED WOMEN, PARTNERING WITH REGIONAL NONPROFITS AND CLINICS. FIFTY-SEVEN PERCENT OF PARTICIPANTS DID NOT SPEAK ENGLISH. THROUGH FY 2025, 803 BIOPSIES WERE PERFORMED, IDENTIFYING AND TREATING 137 BREAST CANCER CASES. PENN MEDICINE'S ONCOLOGY NURSES AND PATIENT NAVIGATORS GUIDE BREAST CANCER PATIENTS FROM DIAGNOSIS THROUGH SURVIVORSHIP, HELPING THEM PERSONALLY UNDERSTAND TREATMENT OPTIONS, SCHEDULE CARE, ACCESS RESOURCES, AND EXPLORE CLINICAL TRIALS-EMPOWERING PATIENTS AND FAMILIES THROUGHOUT THEIR JOURNEY. PENN MEDICINE'S COLORECTAL CANCER SCREENING OUTREACH PROMOTES COLORECTAL CANCER SCREENING THROUGH COMMUNITY EVENTS, MAILED FIT KITS, AND TEXT REMINDERS. PARTNERING WITH LOCAL GROUPS AND CLINICS, IT TARGETS UNDERSERVED POPULATIONS AND SUPPORTS FOLLOW-UP FOR POSITIVE RESULTS TO CLOSE SCREENING GAPS.
FORM 990, PART III, LINE 4A & 4B (CONT.)	THE INNOVATIVE CUT HYPERTENSION PROJECT TURNS THE CORNER BARBER SHOP IN UNDERSERVED COMMUNITIES INTO HEALTH HUBS, OFFERING BLOOD PRESSURE SCREENINGS, EDUCATION ON HYPERTENSION, DIET, AND EXERCISE, WHILE BUILDING TRUST WITH LOCAL RESIDENTS. UNITED COMMUNITY CLINIC (UCC) UCC PROVIDES FREE, LONG-TERM PRIMARY AND PREVENTIVE CARE TO UNDERINSURED INDIVIDUALS IN WEST AND SOUTHWEST PHILADELPHIA. PARTNERING WITH LOCAL ORGANIZATIONS, UCC ENGAGES STUDENTS IN DEVELOPING CARE PLANS, OFFERING MEDICATIONS, LIFESTYLE SUPPORT, EDUCATION, AND REGULAR FOLLOW-UP FOR CHRONIC DISEASE MANAGEMENT. SUPPORTING HEALTHCARE AND HEALTH RESOURCES NAVIGATION PENN MEDICINE ADDRESSED THE HEALTHCARE AND HEALTH RESOURCES NAVIGATION PRIORITY BY FINANCING SYSTEMS THAT HELP PATIENTS-PARTICULARLY VULNERABLE POPULATIONS-NAVIGATE HEALTH AND SOCIAL SERVICES. THE PENN CENTER FOR COMMUNITY HEALTH WORKERS, A NATIONAL CENTER OF EXCELLENCE, ADVANCES RESEARCH AND BEST PRACTICES IN COMMUNITY HEALTH WORK AND LEADS IMPLEMENTATION OF THE IMPACT PROGRAM, WHICH INTEGRATES COMMUNITY HEALTH WORKERS INTO CARE TEAMS TO IMPROVE REFERRALS, DATA PROCESSES, AND COMMUNICATION. THESE WORKERS HELP PATIENTS NAVIGATE HEALTH AND SOCIAL SYSTEMS, CONNECT TO APPROPRIATE CARE, AND ADVOCATE FOR THEIR NEEDS. THE PHMC PUBLIC HEALTH CAMPUS ON CEDAR, ANCHORED BY THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA-CEDAR AVENUE, WAS REDEVELOPED BY PENN MEDICINE AND PARTNERS AFTER A PREVIOUS OPERATOR ANNOUNCED PLANS TO CLOSE THE HOSPITAL. TODAY, THE CAMPUS PROVIDES HIGH-QUALITY, COMMUNITY-INFORMED MEDICAL AND SOCIAL SERVICES FOR WEST AND SOUTHWEST PHILADELPHIA. THROUGH A PARTNERSHIP WITH PHMC, PENN MEDICINE MANAGES EMERGENCY, INPATIENT, AND BEHAVIORAL HEALTH SERVICES, ALONGSIDE COALITION PARTNERS INCLUDING CHILDREN'S HOSPITAL OF PHILADELPHIA AND THE INDEPENDENCE BLUE CROSS FOUNDATION. THE CAMPUS FOCUSES ON HEALTH EQUITY AND EXPANDS COMMUNITY ACCESS TO PRIMARY CARE, BEHAVIORAL HEALTH, ACUTE CARE, SUBSTANCE USE TREATMENT, AND OTHER SOCIAL SUPPORTS. PA NAVIGATE IS A STATEWIDE PLATFORM VESTED BY PENN MEDICINE TO CONNECT PATIENTS WITH ESSENTIAL HEALTH AND SOCIAL SERVICES, INCLUDING FOOD, HOUSING, TRANSPORTATION, AND BEHAVIORAL HEALTH SUPPORTS. BY STREAMLINING REFERRALS AND COORDINATING CARE AMONG PROVIDERS AND COMMUNITY ORGANIZATIONS, THE TOOL REDUCES BARRIERS AND IMPROVES EQUITABLE ACCESS TO RESOURCES. INTEGRATED INTO PENN MEDICINE'S CARE COORDINATION WORKFLOWS, PA NAVIGATE IS USED BY COMMUNITY HEALTH WORKERS, SOCIAL WORKERS, AND OTHER STAFF TO PROVIDE TIMELY, CULTURALLY RESPONSIVE ASSISTANCE. THE SOCIAL NEEDS RESPONSE TEAM (SNRT), CREATED BY PENN MEDICINE'S DEPARTMENT OF SOCIAL WORK WITH SUPPORT FROM THE CENTER FOR HEALTH EQUITY ADVANCEMENT, IS A VIRTUAL CALL CENTER PROVIDING PATIENTS AND THE WIDER PHILADELPHIA COMMUNITY WITH ACCESS TO RESOURCES THAT ADDRESS SOCIAL NEEDS. SUPERVISED BY A CLINICAL SOCIAL WORKER, AN INTERDISCIPLINARY TEAM OF HEALTH PROFESSIONALS ASSISTS WITH SAFETY, DISTRESS, AND OTHER UNMET NEEDS TO REDUCE RESIDENTS' IMPACT ON HEALTH. PUENTES DE SALUD IS A NONPROFIT - SUPPORTED BY PENN MEDICINE - SERVING UNINSURED RESIDENTS OF PHILADELPHIA, HELPING PATIENTS WITH COMPLEX MEDICAL NEEDS NAVIGATE THE HEALTH CARE SYSTEM, ACCESS APPROPRIATE CARE, SCHEDULE APPOINTMENTS, AND OBTAIN SUPPORTIVE SERVICES. PENN MEDICINE'S LGBTQ+ PATIENT NAVIGATION PROGRAM ADVANCES HEALTH EQUITY BY HELPING LGBTQ+ PATIENTS ACCESS HIGH-QUALITY CARE. NAVIGATORS ASSIST WITH FINDING KNOWLEDGEABLE PROVIDERS, COORDINATING APPOINTMENTS, AND ADDRESSING INSURANCE AND SPECIALIZED CARE BARRIERS, FOSTERING TRUST AND ENSURING CARE IS RESPECTFUL AND RESPONSIVE TO THE UNIQUE NEEDS OF LGBTQ+ COMMUNITIES. THE CENTER FOR SURGICAL HEALTH (CSH) HELPS UNINSURED AND UNDERINSURED PATIENTS ACCESS NECESSARY SURGICAL CARE BY PROVIDING NAVIGATION THROUGHOUT THE SURGICAL JOURNEY AND ADDRESSING BARRIERS SUCH AS INSURANCE, LANGUAGE, TRANSPORTATION, AND CARE COORDINATION. WORKING WITH FINANCIAL ADVOCATES AND COMMUNITY PARTNERS, CSH INTEGRATES CLINICAL, FINANCIAL, AND SOCIAL SUPPORT TO ENSURE EQUITABLE ACCESS TO LIFESAVING AND LIFE-IMPROVING SURGERIES, ADVANCING HEALTH EQUITY AND REDUCING DISPARITIES IN OUR LOCAL COMMUNITIES. MAKING MENTAL HEALTHCARE MORE ACCESSIBLE PENN MEDICINE RECOGNIZES MENTAL HEALTH AS A CRITICAL NEED IN PHILADELPHIA AND IS COMMITTED TO PROVIDING HIGH-QUALITY, ACCESSIBLE, TEAM-BASED, AND CULTURALLY RESPONSIVE CARE, PARTICULARLY FOR VULNERABLE POPULATIONS IN OUR LOCAL COMMUNITIES. WE ALSO WORK TO EXPAND THE MENTAL HEALTH WORKFORCE AND ENHANCE SERVICES THROUGH COMMUNITY ENGAGEMENT, ADDRESSING THE MENTAL HEALTH ACCESS PRIORITY: THE HALL-MERCER COMMUNITY BEHAVIORAL HEALTH CENTER - WITHIN PENN MEDICINE - IS PENNSYLVANIA'S FIRST OUTPATIENT COMMUNITY MENTAL HEALTH CENTER AND SERVES INDIVIDUALS WITH MENTAL ILLNESS OR DEVELOPMENTAL DISABILITIES. PROVIDING COMPREHENSIVE SERVICES FOR ALL AGES, IT ADVANCES CARE AND ACCEPTANCE FOR PEOPLE WITH PSYCHIATRIC OR INTELLECTUAL DISABILITIES AND IS PART OF PHILADELPHIA'S NETWORK OF 11 COMMUNITY MENTAL HEALTH CENTERS. THE PENN CENTER FOR YOUTH AND FAMILY TRAUMA RESPONSE AND RECOVERY (CYFTRR) PROVIDES SPECIALIZED INTERVENTIONS FOR CHILDREN AND FAMILIES TO ADDRESS TRAUMA-RELATED PHYSICAL AND PSYCHOLOGICAL EFFECTS, SERVING AS THE ONLY EARLY-INTERVENTION PROVIDER OF ITS KIND IN THE PHILADELPHIA AREA. PENN PSYCHIATRY'S FELLOWSHIP IN COMMUNITY PSYCHIATRY IS A ONE-YEAR PROGRAM IN WHICH 4 BOARD-ELIGIBLE COMMUNITY FELLOWS PROVIDE ATTENDING-LEVEL SERVICES TO PARTNERING COMMUNITY AGENCIES, ENHANCING ACCESS TO PSYCHIATRIC CARE. PROVIDING QUALITY CARE FOR SUBSTANCE USE AND RELATED DISORDERS PHILADELPHIA CONTINUES TO BE SEVERELY AFFECTED BY THE OPIOID CRISIS. IN 2023, THE CITY RECORDED APPROXIMATELY 1,315 OVERDOSE DEATHS-THE SECOND HIGHEST TOTAL ON RECORD-WITH MOST INVOLVING POLYSUBSTANCE EXPOSURES REFLECTING AN INCREASINGLY TOXIC DRUG SUPPLY. ALTHOUGH OVERDOSE DEATHS DECLINED SLIGHTLY IN 2024, DATA TENDS TO DEMONSTRATE THAT BLACK AND INDIGENOUS PEOPLE LIVING IN PHILADELPHIA CONTINUE TO EXPERIENCE DISPROPORTIONATE HARM RELATED TO SUBSTANCE USE AND RELATED DISORDERS, HIGHLIGHTING THE NEED FOR CULTURALLY RESPONSIVE, EQUITY-FOCUSED INTERVENTIONS. PENN MEDICINE REMAINS COMMITTED TO ADDRESSING THESE CHALLENGES BY EXPANDING ACCESS TO EVIDENCE-BASED TREATMENT, DELIVERING HIGH-QUALITY CARE IN THE NEIGHBORHOODS MOST AFFECTED, TRAINING HEALTH PROFESSIONALS IN ADDICTION MEDICINE, AND ADVOCATING FOR SYSTEMS-LEVEL SOLUTIONS THROUGH THE FOLLOWING STRATEGIES AND PROGRAMS: FOUNDED IN 2019, PENN MEDICINE'S CENTER FOR ADDICTION MEDICINE AND POLICY (CAMP) IS A MULTIDISCIPLINARY INITIATIVE ADVANCING EDUCATION, TREATMENT, AND RESEARCH IN ADDICTION MEDICINE. CAMP PARTNERS WITH RECOVERY SPECIALISTS AND STAFF ACROSS DISCIPLINES TO PROVIDE EVIDENCE-BASED, STIGMA-FREE CARE FOR PATIENTS WITH SUBSTANCE USE DISORDERS, EXPAND TREATMENT IN CLINICAL SETTINGS, AND DELIVER HARM REDUCTION AND OVERDOSE PREVENTION RESOURCES TO THE COMMUNITY. PENN MEDICINE INTEGRATES MEDICATION FOR OPIOID USE DISORDERS (MOUD) INTO PRIMARY CARE TO EXPAND ACCESS, REDUCE STIGMA, AND PROVIDE HARM REDUCTION SERVICES. SIX PHILADELPHIA PRACTICES NOW OFFER MOUD, TREATING OVER 800 PATIENTS WITH BUPRENORPHINE WITHIN ROUTINE PRIMARY CARE. PREVENTION POINT PHILADELPHIA (PPP), A NONPROFIT PUBLIC HEALTH ORGANIZATION, PROVIDES HARM REDUCTION SERVICES IN THE REGION. PENN MEDICINE SUPPORTS PPP THROUGH COUNSELING, CASE MANAGEMENT, LEGAL AID, AND OVERDOSE PREVENTION TRAINING, WHILE FACULTY AND RESIDENTS STAFF THE SANA CLINIC AND MOBILE UNIT TO DELIVER INTEGRATED HIV AND OUD CARE, INCLUDING FOR INDIVIDUALS EXPERIENCING STREET HOMELESSNESS. THE CARECONNECT WARMLINE, A PARTNERSHIP WITH THE PHILADELPHIA DEPARTMENT OF PUBLIC HEALTH, IS A SUBSTANCE USE NAVIGATION LINE THAT IMPROVES SAME-DAY ACCESS TO TREATMENT. LAUNCHED DURING THE COVID-19 PANDEMIC, IT RECENTLY EXPANDED TO INCLUDE CLINICAL CONSULTATIONS WITH EXPERTS IN PERINATAL SUD AND REPRODUCTIVE PSYCHIATRY FOR PHILADELPHIA AND SURROUNDING COUNTIES. OTHER PROGRAMS SUPPORTED BY PENN MEDICINE ADDRESS OPIOID AND SUBSTANCE USE DISORDERS THROUGH A COMPREHENSIVE, EQUITY-FOCUSED APPROACH THAT INTEGRATES PREVENTION, TREATMENT, AND RECOVERY SUPPORT. KEY INITIATIVES INCLUDE PERINATAL AND PRIMARY CARE MOUD PROGRAMS, MOBILE AND VIRTUAL HARM REDUCTION SERVICES, PEER NAVIGATION, AND JUSTICE-INVOLVED SUPPORT, ALONGSIDE SYSTEMWIDE EFFORTS LIKE THE ADDICTION MEDICINE CONSULT SERVICE AND OPIOID TASK FORCE TO STANDARDIZE CARE AND REDUCE OPIOID-RELATED HARM. EMERGENCY DEPARTMENT-BASED PROGRAMS EXPAND ACCESS TO TREATMENT AND SAFER-USE RESOURCES, WHILE DATA-DRIVEN STRATEGIES GUIDE EQUITABLE, EVIDENCE-BASED CARE. COLLECTIVELY, THESE PROGRAMS ADVANCE RECOVERY, CONNECT PATIENTS TO ESSENTIAL SERVICES, AND REDUCE DISPARITIES ACROSS THE COMMUNITY.
FORM 990, PART III, LINE 4A & 4B (CONT.)	PROVIDING CARE AND RESOURCES TO SUPPORT HEALTHY AGING PENN MEDICINE ADDRESSES THE GROWING NEEDS OF OLDER ADULTS-DEFINED AS AGE 65 AND OLDER-THROUGH PERSONALIZED CARE AND SPECIALIZED PROGRAMS VIA PENN GERIATRIC MEDICINE AND THE PENN MEMORY CENTER. THESE INITIATIVES PROVIDE COMPREHENSIVE TREATMENTS AND SUPPORT FOR AGING INDIVIDUALS, REFLECTING PENN MEDICINE'S COMMITMENT TO HEALTHY AGING AND RESPONSE TO THE "HEALTHY AGING" PRIORITY: PENN MEDICINE PARTICIPATES IN GUIDING AN IMPROVED DEMENTIA EXPERIENCE (GUIDE), A MEDICARE MODEL TO PROVIDE HIGH-QUALITY, AT-HOME CARE FOR PEOPLE WITH DEMENTIA WHILE SUPPORTING CAREGIVERS. GUIDE OFFERS PERSONALIZED DEMENTIA CARE, CAREGIVER RESOURCES, SOCIAL AND WELLNESS ACTIVITIES, RESPITE SERVICES, AND A DEDICATED CARE NAVIGATOR TO REDUCE STRESS AND MAXIMIZE TIME AT HOME. SUPPORTING OLDER ADULTS AT RISK (SOAR) HELPS OLDER ADULTS RETURN HOME SOONER AND RECOVER SAFELY THROUGH THREE PHASES: - PREPARE: GERIATRIC NURSE CONSULTANTS IDENTIFY ELIGIBLE PATIENTS, PERFORM ASSESSMENTS, AND CREATE TAILORED CARE PLANS WHILE KEEPING CARE TEAMS AND CAREGIVERS INFORMED. - TRANSITION: COLLABORATIVE DISCHARGE PLANNING ENSURES TIMELY HANDOFFS, TRANSPORTATION HOME, AND SAME- OR NEXT-DAY NURSING VISITS AND MEDICATION DELIVERY. - SUPPORT: PATIENTS RECEIVE HOME EVALUATIONS FOR THERAPY SERVICES, TELEMEDICINE MONITORING, VIRTUAL CASE MANAGEMENT, AND CONNECTION TO COMMUNITY RESOURCES TO SUPPORT RECOVERY AND INDEPENDENCE. RIDE4HEALTH MEDICAL TRANSPORTATION R4H HELPS REDUCE MISSED APPOINTMENTS-NEARLY FOUR MILLION ANNUALLY-BY PROVIDING TRANSPORTATION FOR OLDER ADULTS FACING BARRIERS. WITH THE SENIOR POPULATION SET TO DOUBLE, PENN MEDICINE OUTPATIENT PRACTICES PARTNER WITH R4H TO ENSURE TIMELY ACCESS TO CARE FOR THIS SPECIAL POPULATION. HOSPITAL ELDER LIFE PROGRAM (HELP) IS AN EVIDENCE-BASED, NONPHARMACOLOGICAL PROGRAM FOR HOSPITALIZED PATIENTS OVER 70, DESIGNED TO PREVENT DELIRIUM, FUNCTIONAL DECLINE, AND FALLS. ESTABLISHED IN 1999 BY DR. SHARON INOUYE, IT IS WIDELY STUDIED AND ENDORSED BY THE AMERICAN GERIATRICS SOCIETY. IMPLEMENTED IN HOSPITAL MEDICINE, ONCOLOGY, AND HEART FAILURE UNITS, INTERVENTIONS INCLUDE DAILY VISITS, THERAPEUTIC ACTIVITIES, MOBILITY SUPPORT, AND ASSISTANCE WITH VISION, HEARING, FEEDING, AND FLUIDS. PENN MEDICINE'S PROGRAM USES PAID STUDENT GERIATRIC ASSOCIATES, JUNIOR AND SENIOR NURSING STUDENTS, RATHER THAN VOLUNTEERS. HELP PROMOTES INDEPENDENCE, PERSON-CENTERED CARE, SAFE TRANSITIONS HOME, REDUCED READMISSIONS, AND COST-EFFECTIVE RESOURCE USE. ADDITIONALLY, PENN MEMORY CENTER CONCENTRATES ON THE FOLLOWING PROGRAMS TO SUPPORT OUR NEIGHBORS WITH COGNITIVE IMPAIRMENT AND THEIR CAREGIVERS: GRIEF YOGA: RESTORATIVE CLASSES FOR CAREGIVERS TO REFLECT, CONNECT, AND FIND RELEASE. MEMORY CAF: MONTHLY POP-UP GATHERINGS WITH MUSIC, EXPERT TALKS, AND SOCIAL CONNECTION. CREATIVE EXPRESSION THROUGH MUSIC: INTERACTIVE MUSIC COMPOSITION SESSIONS LED BY CURTIS INSTITUTE MUSICIANS. COGNITIVE FITNESS PROGRAM: LAUNCHED IN 2017 FOR ADULTS WITH MILD COGNITIVE IMPAIRMENT, OFFERING SKILLS, THERAPY, AND SOCIAL GROUP OPTIONS. MINDFULNESS MEDITATION: SHORT EXERCISES FOR INDIVIDUAL OR GROUP PRACTICE. COGNITIVE COMEDY: FREE IMPROV-BASED SESSIONS PROMOTING SOCIAL ENGAGEMENT AND COGNITIVE STIMULATION. THE CARING COLLECTIVE: STRUCTURED MATCHING OF FORMER AND SEASONED FAMILY CAREGIVERS WITH CURRENT FAMILY CAREGIVERS TO PROVIDE SUPPORT THROUGH THEIR CAREGIVING JOURNEY. ENSURING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES IN HEALTHCARE EFFECTIVE CLINICIAN-PATIENT COMMUNICATION IS ESSENTIAL FOR EQUITABLE CARE, YET LANGUAGE BARRIERS AND CULTURAL DIFFERENCES CAN DISCOURAGE PATIENTS FROM SEEKING CARE. NEARLY 10% OF PHILADELPHIANS REPORT LIMITED ENGLISH PROFICIENCY, CREATING CHALLENGES IN ACCESS AND QUALITY OF HEALTH SERVICES. PENN MEDICINE ADDRESSES THIS THROUGH HIGH-QUALITY LANGUAGE SERVICES, INCLUDING ORAL INTERPRETATION AND WRITTEN TRANSLATION, AND BY ASSESSING INTERPRETER NEEDS DURING SCHEDULING. RECOGNIZING THE IMPACT OF CULTURAL IDENTITY, RELIGIOUS NORMS, AND STIGMA, PENN MEDICINE INTEGRATES LANGUAGE SUPPORT WITH CULTURALLY RESPONSIVE CARE TO REDUCE BARRIERS, FOSTER TRUST, AND ENSURE ALL FEEL VALUED AND SUPPORTED THROUGH THE FOLLOWING INITIATIVES: PENN MEDICINE STAFF USE CYRACOM MOBILE TABLETS FOR QUICK, HIPAA-COMPLIANT INTERPRETATION IN MULTIPLE LANGUAGES, INCLUDING SPANISH, ARABIC, ASL, AND RUSSIAN, SERVING NON-ENGLISH SPEAKERS AND THE DEAF OR HARD-OF-HEARING, SUPPORTING EQUITABLE HEATH CARE DELIVERY. THE REFUGEE CLINIC AT PENN PRESBYTERIAN MEDICAL CENTER PROVIDES INITIAL AND FOLLOW-UP HEALTH ASSESSMENTS FOR REFUGEES, OFFERING NEEDED CULTURALLY SENSITIVE CARE IN PARTNERSHIP WITH VARIOUS AGENCIES, TRANSLATORS, AND PHYSICIANS FAMILIAR WITH REFUGEE HEALTH. THE PENN MEDICINE LGBTQ+ HEALTH PROGRAM SUPPORTS ACCESS, QUALITY, AND PATIENT EXPERIENCE FOR LGBTQ+ PATIENTS. PROVIDERS DELIVER CULTURALLY COMPETENT CARE, AND THE PATIENT NAVIGATION PROGRAM CONNECTS PATIENTS TO OUTPATIENT OR SPECIALTY CARE WHILE OFFERING SYSTEM-WIDE SUPPORT. CHAPLAINS WITHIN PENN MEDICINE PASTORAL CARE AND EDUCATION PROVIDE CULTURALLY COMPETENT, INTERFAITH SPIRITUAL SUPPORT TO HELP PATIENTS COPE WITH ILLNESS. ACCREDITED BY ACPE, THE PROGRAM INCLUDES CHAPELS AND PRAYER ROOMS FOR PATIENTS, VISITORS, AND STAFF. FINALLY, PENN MEDICINE DIETARY SERVICES OFFERS CUSTOMIZED DIETARY OPTIONS RESPECTING RELIGIOUS AND CULTURAL PREFERENCES, INCLUDING KOSHER, HALAL, VEGETARIAN, AND OTHER MEALS AVAILABLE UPON REQUEST ENSURING CULTURAL SENSITIVITY FOR OUR PATIENTS. IMPROVING ACCESS TO FOOD FOOD INSECURITY AND LIMITED ACCESS TO FRESH, AFFORDABLE PRODUCE REMAIN CRITICAL ISSUES IN PENN MEDICINE'S PHILADELPHIA COMMUNITY, PARTICULARLY IN FOOD DESERTS AND AREAS WHERE SNAP AND WIC ARE NOT ACCEPTED. HOUSING INSTABILITY AND NEIGHBORHOOD SAFETY FURTHER UNDERSCORE THE NEED FOR COMMUNITY-DRIVEN SOLUTIONS ADDRESSING SOCIAL DETERMINANTS OF HEALTH. THE BELOW PROGRAMS REPRESENTING COMMUNITY INVESTMENTS OF PENN MEDICINE RESPOND TO THE FOOD ACCESS PRIORITY: HUP HARVEST: PARTNERS WITH PHILABUNDANCE TO PROVIDE 500+ POUNDS OF FOOD WEEKLY, EXPANDED TO HUP-CEDAR, OFFERING CLIENT-CHOICE SHOPPING FOR PATIENTS AND STAFF. MARKET ON 8TH STREET: SERVES PATIENTS AND COMMUNITY MEMBERS WITH PRE-MADE GROCERY BAGS AND REFERRAL-BASED PICKUP. FOOD FOR HEALTH: MATERNAL HEALTH PROGRAM PROVIDING NUTRITION EDUCATION AND CHW SUPPORT FOR PATIENTS EXPERIENCING FOOD INSECURITY, SOURCING FOOD FROM HUP HARVEST. FOOD ACCESS SUPPORT TECHNOLOGY (FAST): CHEA-DEVELOPED PLATFORM CONNECTING HEALTH SYSTEMS, FOOD ACCESS ORGANIZATIONS, AND MINORITY-OWNED BUSINESSES TO STREAMLINE FOOD DELIVERY TO VULNERABLE HOUSEHOLDS. FOOD CONNECT: CONTRACTED BY HUP, THIS COMMUNITY-BASED FOOD RELIEF DELIVERS WEEKLY FOOD FROM HUP HARVEST TO PATIENTS' HOMES. SHARING EXCESS: PARTNERING WITH PENN MEDICINE, THIS NATIONAL PROGRAM PROVIDES RESCUED RETAIL PRODUCE TO OUR FOOD BANKS READY FOR DISTRIBUTION TO OUR LOCAL COMMUNITY. PENN MEDICINE ASSIST PROGRAM: A HIGH-PROFILE PARTNERSHIP, PENN MEDICINE DONATES FOOD TO PHILABUNDANCE FOR EACH PHILADELPHIA FLYERS ASSIST. FOR FY 2025, 12,090 POUNDS OF FOOD WAS DONATED FOR LOCAL COMMUNITIES. CHOSEN 300: SUPPORTED BY PENN MEDICINE WITH FUNDING AND VOLUNTEER EFFORTS, THIS NONPROFIT SERVES HOT MEALS FIVE DAYS A WEEK AT TWO PHILADELPHIA LOCATIONS. GOOD FOOD, HEALTHY HOSPITALS: ALL PHILADELPHIA HOSPITALS MAINTAIN HEALTHIER AND SUSTAINABLE FOOD OPTIONS; HUP AND PENNSYLVANIA HOSPITAL RECEIVED PUBLIC HEALTH FUNDING FOR FOOD BANKS. MANNA: DELIVERS MEDICALLY TAILORED MEALS TO SUPPORT PATIENT HEALTH POST-DISCHARGE. IMPROVING CONDITIONS OF HOUSING AND NEIGHBORHOODS IN OUR LATEST CHNA, COMMUNITY MEMBERS HIGHLIGHTED CHALLENGES INCLUDING AFFORDABLE HOUSING SHORTAGES, EVICTIONS, UNSAFE LIVING CONDITIONS, AND ENVIRONMENTAL HAZARDS, PARTICULARLY AFFECTING OLDER ADULTS, VETERANS, AND OTHER POPULATIONS. IN RESPONSE, PENN MEDICINE SUPPORTS PROGRAMS THAT IMPROVE ACCESS TO SAFE HOUSING, ENHANCE NEIGHBORHOOD ENVIRONMENTS, AND FOSTER HEALTHIER, MORE CONNECTED COMMUNITIES. THE FOLLOWING INITIATIVES FOCUS ON CREATING SAFE, CLEAN, AND ACCESSIBLE SPACES, WHILE ADDRESSING UNDERLYING SOCIAL AND STRUCTURAL BARRIERS TO HEALTH: PENN CENTER OF EXCELLENCE IN ENVIRONMENTAL TOXICOLOGY (CEET) ENGAGES WITH REGIONAL COMMUNITIES TO ADDRESS ENVIRONMENTAL HEALTH CONCERNS, INCLUDING AIR POLLUTION AND LUNG HEALTH, AND COLLABORATES WITH LOCAL STAKEHOLDERS TO REDUCE EXPOSURE TO AIRBORNE TOXINS. ADVOCACY EFFORTS SUPPORT POLICY AND REGULATORY IMPROVEMENTS AT LOCAL, STATE, AND FEDERAL LEVELS.
FORM 990, PART III, LINE 4A & 4B (CONT.)	A $6 MILLION COMMUNITY-ACADEMIC COLLABORATIVE LED BY PENN'S URBAN HEALTH LAB, DEEPLY ROOTED PROMOTES HEALTH AND WELL-BEING THROUGH GREEN SPACE EXPANSION, YOUTH WORKFORCE DEVELOPMENT, AND ENVIRONMENTAL JUSTICE. THE INITIATIVE HAS PLANTED OVER 1,000 TREES, STABILIZED 1,073 VACANT LOTS, AWARDED $212,000 IN COMMUNITY GREEN GRANTS, AND IS DEVELOPING SIX COMMUNITY-LED MINI-PARKS. EXPANSION PLANS WILL CONNECT GREEN SPACES ACROSS EIGHT WEST AND SOUTHWEST PHILADELPHIA NEIGHBORHOODS. PENN MEDICINE IS REDUCING ITS ENVIRONMENTAL FOOTPRINT THROUGH ITS CLIMATE AND SUSTAINABILITY ACTION PLAN (CSAP) WITH GOALS TO HALVE EMISSIONS BY 2030 AND ACHIEVE NET-ZERO BY 2042. ACTIONS INCLUDE INCREASING RENEWABLE ENERGY USE, PHASING OUT ENVIRONMENTALLY HARMFUL ANESTHETIC GASES, REDUCING SURGICAL WASTE, AND PROMOTING RECYCLING AND REUSE. FINALLY, PENN MEDICINE SEEKS OUT TARGETED PARTNERSHIPS WITH ORGANIZATIONS SUCH AS A HOME IS A RIGHT AND THE AMERICAN RED CROSS TO SUPPORT THIS COMMUNITY HEALTH NEED BY SUPPORTING EMERGENCY SHELTER, TRANSITIONAL HOUSING, AND WRAPAROUND SERVICES FOR VULNERABLE POPULATIONS ACROSS SOUTHEASTERN PENNSYLVANIA. YOUTH COMMUNITY HEALTH PRIORITIES THE 2025 CHNA IDENTIFIED YOUTH-FOCUSED PRIORITIES BASED ON INPUT FROM SCHOOLS, YOUTH-SERVING ORGANIZATIONS, AND YOUNG RESIDENTS THEMSELVES. YOUTH HIGHLIGHTED COMMUNITY STRENGTHS SUCH AS SUPPORTIVE RELATIONSHIPS AND ACCESS TO PARKS AND SCHOOLS, ALONGSIDE CHALLENGES INCLUDING BULLYING, GUN VIOLENCE, MENTAL HEALTH NEEDS, AND LIMITED ACCESS TO FOOD, SAFE TRANSPORTATION, AND QUALITY EDUCATION. THE YOUTH ALSO OFFERED SOLUTIONS, EMPHASIZING THE NEED FOR MENTAL HEALTH SUPPORT, SAFER NEIGHBORHOODS, STRONGER SCHOOLS, AND PROGRAMS THAT PREPARE THEM FOR FUTURE SUCCESS. THE BELOW PROGRAMS ARE SPONSORED BY PENN MEDICINE IN AN EFFORT TO RELIEVE THESE RESPECTIVE COMMUNITY NEEDS WITHIN OUR YOUTH COMMUNITIES: MENTAL HEALTH SERVICES: -HUP-CEDAR MENTAL HEALTH HUB IS A LICENSED CRISIS INTERVENTION FACILITY PROVIDING TRIAGE, EVALUATION, TREATMENT, AND SOCIAL SUPPORT FOR SERIOUS PSYCHIATRIC CONDITIONS AND SUBSTANCE USE, WITH SEAMLESS TRANSITIONS TO INPATIENT CARE. THE CO-LOCATION OF THE PENN MEDICINE CRISIS RESPONSE CENTER (CRC) WITH THE CHILDREN'S HOSPITAL OF PHILADELPHIA'S CRC AND CRISIS STABILIZATION UNIT AND INPATIENT HOSPITAL CARE ENABLE A SEAMLESS TRANSITION OF CARE FOR PATIENTS ACROSS THE AGE CONTINUUM, ELIMINATING THE WAIT TIME AND ADDITIONAL STEPS REQUIRED TO TRANSFER PATIENTS TO INPATIENT UNITS AT OTHER FACILITIES-A COMMON OCCURRENCE IN A CITY WHERE EMERGENCY PSYCHIATRIC RESOURCES REMAIN IN SHORT SUPPLY. -HALL-MERCER COMMUNITY MENTAL HEALTH CENTER, UNDER THE PENN MEDICINE UMBRELLA, PROVIDES OUTPATIENT EVALUATIONS AND TREATMENT FOR CHILDREN AND ADOLESCENTS, INCLUDING SPECIALTY PROGRAMS SUCH AS THE CONNECTION CLINIC, EARLY CHILDHOOD PROGRAM (AUTISM SUPPORT), PHIICAPS (TRAUMA-INFORMED HOME-BASED THERAPY), PHIIPATCH (ANXIETY/OCD SUPPORT), JCAPS (JUVENILE JUSTICE-FOCUSED THERAPY), AND PATCH (ANXIETY TREATMENT). -PENN INTEGRATED CARE (PIC) IS A COLLABORATIVE CARE MODEL INTEGRATING MENTAL AND PHYSICAL HEALTH IN PRIMARY CARE WITHIN OUR HEALTH SYSTEM. - OPERATED BY PENN MEDICINE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH, THE WELLNESS CENTER AT WEST PHILADELPHIA HIGH SCHOOL PROVIDES BEHAVIORAL HEALTH ASSESSMENT, COUNSELING, MEDICATION MANAGEMENT, AND REFERRALS FOR STUDENTS. RESOURCE NAVIGATION: -PA NAVIGATE: ONLINE TOOL CONNECTING YOUTH TO COMMUNITY RESOURCES INCLUDING FOOD, SHELTER, AND TRANSPORTATION. BULLYING AND VIOLENCE PREVENTION: -OPERATED BY THE DEPARTMENT OF FAMILY MEDICINE AND COMMUNITY HEALTH'S CENTER FOR PUBLIC HEALTH AND THE NETTER CENTER FOR COMMUNITY PARTNERSHIP IN 3 PARTNER WEST PHILADELPHIA SCHOOLS, THE HEALTH AND HUMAN DEVELOPMENT PROGRAM IS A SCHOOL-BASED CURRICULUM ADDRESSING BULLYING, HEALTHY RELATIONSHIPS, SEXUAL HEALTH, AND ONLINE SAFETY. - THE PENN TRAUMA VIOLENCE RECOVERY PROGRAM (PTVRP) IS A HOSPITAL-BASED INTERVENTION FOR YOUTH INJURED BY VIOLENCE, PROVIDING TRAUMA-INFORMED CARE, PSYCHOSOCIAL SUPPORT, AND WRAPAROUND SERVICES INCLUDING HOUSING ASSISTANCE. PHYSICAL ACTIVITY & WELLNESS: -COMMUNITY PARTNERSHIPS FOR WELLNESS (CP4W): SCHOOL- AND COMMUNITY-BASED PREVENTIVE CARE, HEALTH EDUCATION, AND ACCESS TO ATHLETIC ACTIVITIES FOR YOUTH. PROVIDES SCHOOL-BASED HEALTH SERVICES, OVER 1,000 SPORTS PHYSICALS ANNUALLY, AND MOBILE CARE AT 20+ PARTNER SCHOOLS. YOUTH ENGAGEMENT & WORKFORCE DEVELOPMENT: -PUBLIC HEALTH PIPELINE PLUS (PHPP) AND PIPELINE PROGRAMS: SUMMER INTERNSHIPS, MENTORSHIP, AND HANDS-ON PUBLIC HEALTH EXPERIENCES FOR HIGH SCHOOL STUDENTS. -PENN MEDICINE PATHWAYS-EMERGING CAREERS AND PIPELINE PLUS: CAREER EXPOSURE, MENTORSHIP, AND TUITION BENEFITS FOR HIGH SCHOOL GRADUATES ENTERING HEALTH SYSTEM ROLES. -ASPIRE NURSE SCHOLARS PROGRAM: INTRODUCES HIGH SCHOOL STUDENTS TO NURSING CAREERS, WITH MENTORSHIP, STIPENDS, AND PATHWAYS TO COLLEGE AND HOSPITAL EMPLOYMENT. -PENN PRESBYTERIAN MEDICAL CENTER EMERGING CAREER PIPELINE: TRAINS LOCAL HIGH SCHOOL GRADUATES FOR HOSPITAL CAREERS, PROVIDING COACHING, TRAINING, AND MENTORSHIP. FOR MORE INFORMATION, PLEASE SEE PENN MEDICINE PHILADELPHIA COMMUNITY HEALTH IMPLEMENTATION PLAN, AVAILABLE TO DOWNLOAD VIA -HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES UPHS HOSPITALS OUTSIDE PHILADELPHIA PENN MEDICINE LANCASTER GENERAL HEALTH (LG HEALTH) IS A LARGE REGIONAL HEALTH SYSTEM WITH A COMPREHENSIVE NETWORK OF CARE ENCOMPASSING FOUR HOSPITALS, 22 OUTPATIENT CENTERS, AND MORE THAN 60 PRIMARY CARE, MEDICAL, AND SURGICAL SPECIALTY PRACTICES. LG HEALTH'S LEGACY OF COMMITMENT TO OUR COMMUNITY BEGAN IN 1893, WITH THE FOUNDING OF LANCASTER GENERAL HOSPITAL (LGH). TODAY OUR EMPLOYEES SERVE LANCASTER COUNTY AND THE SURROUNDING REGION WITH A MISSION TO ADVANCE THE HEALTH AND WELL-BEING OF THE COMMUNITIES WE SERVE. LG HEALTH OFFERS OUR REGION THE HIGHEST QUALITY OF CARE THROUGH COMPREHENSIVE SERVICES AND ADVANCED TECHNOLOGIES, WHILE MAINTAINING A PRIMARY FOCUS ON WELLNESS AND PREVENTION. OUR NINE MAJOR SERVICE LINES INCLUDE CARDIOVASCULAR; ORTHOPEDICS; CANCER; WOMEN'S HEALTH, DIGESTIVE HEALTH, GENERAL AND BARIATRIC SURGERY; PEDIATRICS; NEUROSCIENCES; BEHAVIORAL HEALTH; AND GENERAL MEDICINE. LG HEALTH'S COMMITMENT TO THE COMMUNITY EXTENDS BEYOND DELIVERING EXCEPTIONAL HEALTH CARE. WE ARE GOVERNED BY A VOLUNTEER BOARD OF LOCAL BUSINESS AND COMMUNITY LEADERS AND SUPPORTED BY PHILANTHROPIC INVESTMENTS FROM GENEROUS COMMUNITY MEMBERS THROUGH OUR LG HEALTH FOUNDATION. WE PARTNER WITH COMMUNITY ORGANIZATIONS ON SPECIFIC STRATEGIES AND PROGRAMS THAT PROMOTE HEALTH EQUITY AND IMPROVE OVERALL COMMUNITY HEALTH, WHICH INCLUDE INVESTING MORE THAN $50 MILLION OVER 10 YEARS TO REMOVE LEAD PAINT IN HOMES WITH YOUNG CHILDREN, AND INCREASING ACCESS TO HEALTHY FOOD AND NUTRITION EDUCATION. PENN MEDICINE PRINCETON HEALTH IS ONE OF THE MOST COMPREHENSIVE HEALTHCARE SYSTEMS IN NEW JERSEY, FEATURING A REGIONALLY RANKED HOSPITAL, INPATIENT AND OUTPATIENT BEHAVIORAL HEALTHCARE, IN-HOME NURSING, HOSPICE CARE, REHABILITATION, PRIMARY AND SPECIALTY PROVIDER PRACTICES, AMBULATORY SURGERY, AND WELLNESS SERVICES. AT PRINCETON HEALTH, OUR MEDICAL STAFF AND EMPLOYEES ARE DEDICATED TO ENSURING PATIENT SAFETY AND PROVIDING EXCEPTIONAL CARE EVERY DAY. PRINCETON HEALTH COMMUNITY WELLNESS DELIVERS CPR AND FIRST-AID TRAINING TO AREA HEALTHCARE PROFESSIONALS AS WELL AS A DYNAMIC CURRICULUM OF INNOVATIVE HEALTH- AND LIFESTYLE-RELATED PROGRAMS, SCREENINGS, AND SUPPORT SERVICES AT LITTLE OR NO COST TO COMMUNITY MEMBERS OF ALL AGES. COMMUNITY WELLNESS PROVIDES APPROXIMATELY 2,000 PROGRAMS, SERVING TENS OF THOUSANDS OF PEOPLE, EACH YEAR. CHESTER COUNTY HOSPITAL IS A 361-BED INPATIENT COMPLEX IN WEST CHESTER, PA. ITS OUTPATIENT SERVICES EXTEND TO SATELLITE LOCATIONS IN NEARBY EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE. CHARTERED IN 1892, THE HOSPITAL HAS SERVED CHESTER COUNTY AND ITS SURROUNDING COMMUNITIES FOR MORE THAN 130 YEARS. CURRENTLY, CHESTER COUNTY HOSPITAL OFFERS AN ARRAY OF INPATIENT AND OUTPATIENT MEDICAL AND SURGICAL SERVICES, INCLUDING INTERVENTIONAL HEART AND VASCULAR SERVICES, OPEN HEART SURGERY, ADVANCED SPINE SURGERY, GENERAL, ORTHOPAEDIC, AND ONCOLOGY SURGERY, ONCOLOGY, RADIATION ONCOLOGY, AND COMPREHENSIVE MATERNAL/INFANT HEALTH SERVICES. THE HOSPITAL ALSO OFFERS HOME HEALTH AND HOSPICE CARE; OCCUPATIONAL AND EMPLOYEE HEALTH CARE; PROFESSIONAL AND TECHNICAL EDUCATION; OUTPATIENT LABORATORY; RADIOLOGY AND PHYSICAL THERAPY SERVICES; PRENATAL CARE AND GYNECOLOGICAL CARE FOR ALL WOMEN, INCLUDING THE UNDERSERVED; AND CARDIOPULMONARY REHABILITATION.
FORM 990, PART III, LINE 4A & 4B (CONT.)	TRUE TO ITS COMMITMENT TO PROVIDING WAYS FOR PEOPLE TO MAINTAIN A HEALTHY LIFE, CHESTER COUNTY HOSPITAL OFFERS A BROAD SCOPE OF HIGH-QUALITY HEALTH EDUCATION PROGRAMS TO THE COMMUNITY. PHYSICIAN LECTURES ALLOW PEOPLE TO MEET THE MEDICAL STAFF AND LEARN ABOUT IMPORTANT HEALTH CONCERNS. A WIDE VARIETY OF WELLNESS PROGRAMS AND SERVICES THAT ADDRESS SPECIFIC LIFE CYCLE NEEDS AND CHRONIC HEALTH CONDITIONS ARE ALSO REGULARLY AVAILABLE. CARDIOVASCULAR, CANCER, BLOOD PRESSURE, OSTEOPOROSIS, AND OTHER SCREENINGS ARE OFFERED THROUGHOUT THE YEAR TO HELP IDENTIFY RISKS AT AN EARLY STAGE. SUPPORT GROUPS OFFER INDIVIDUALS WITH SPECIFIC HEALTH CONDITIONS THE OPPORTUNITY TO SHARE THEIR EXPERIENCES WITH OTHERS AND LEARN FROM AN EXPERIENCED PROFESSIONAL ABOUT HOW TO MANAGE AND COPE WITH HEALTH PROBLEMS. TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES AND HTTPS://WWW.PENNMEDICINE.ORG/NEWS/COMMUNITY-IMPACT. --------------------
FORM 990, PART IV, LINE 28 & FORM 990, SCHEDULE L, PART IV	BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS DURING THE NORMAL COURSE OF ITS OPERATIONS AND AFTER APPROPRIATE REVIEW, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") MAY OCCASIONALLY TRANSACT BUSINESS WITH PERSONS AND/OR ORGANIZATIONS DESCRIBED ON FORM 990, PART IV, LINE 28. IN THIS REGARD, THE UNIVERSITY ADHERES TO A CONFLICT OF INTEREST POLICY AND ANY SUCH TRANSACTIONS ARE CONDUCTED AT AN ARMS-LENGTH BASIS. --------------------
FORM 990, PART VI, SECTION B, LINE 11	FORM 990 REVIEW PROCESS THE FIRST DRAFT OF THE FEDERAL FORM 990 IS RECEIVED FROM OUR TAX CONSULTING FIRM, PWC US TAX LLP ("PWC"), ON APPROXIMATELY MARCH 15TH OF THE FILING YEAR AND IS REVIEWED BY THE EXECUTIVE ASSOCIATE COMPTROLLER AND THEIR STAFF. THE FORM 990 IS THEN DISTRIBUTED TO VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS, INCLUDING THE COMPTROLLER, CFO OF THE HEALTH SYSTEM, AND VICE PRESIDENT FOR FINANCE AND TREASURER PRIOR TO MEETING WITH PWC AND THE EXECUTIVE ASSOCIATE COMPTROLLER AND THEIR STAFF TO DISCUSS AND FINALIZE THE FORM. A "FINAL" DRAFT COPY OF THE FEDERAL FORM 990 IS DISTRIBUTED ELECTRONICALLY TO THE AUDIT AND COMPLIANCE COMMITTEE PRIOR TO THE FILING DEADLINE. THE FINAL COPY OF THE FEDERAL FORM 990 IS POSTED TO THE TRUSTEES' WEBSITE FOR DISTRIBUTION AND REVIEWED BY ALL TRUSTEES PRIOR TO THE ACTUAL FILING DEADLINE. --------------------
FORM 990, PART VI, SECTION B, LINE 12C	CONFLICT OF INTEREST POLICY EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED, BUT NOT REQUIRED TO, COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; (5) MEMBERS OF THE INVESTMENT BOARD; AND (6) KEY EMPLOYEES. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ----------------------
FORM 990, PART VI, SECTION B, LINE 15	COMPENSATION PROCESS THE MEMBERSHIP OF THE COMPENSATION COMMITTEE CONSISTS OF AT LEAST 5 DISINTERESTED, VOTING MEMBERS OF THE BOARD OF TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA. THE COMMITTEE HAS THE AUTHORITY AND RESPONSIBILITY BOTH FOR PROVIDING OVERSIGHT AND REVIEW OF THE EXECUTIVE COMPENSATION PROCESS, OVERSIGHT AND REVIEW OF THE ACTUAL COMPENSATION DECISIONS, AND FOR REVIEWING ACTUAL AND PERCEIVED CONFLICT OF INTEREST TRANSACTIONS INVOLVING TRUSTEES AND STATUTORY OFFICERS ACCORDING TO GUIDELINES ESTABLISHED BY THE UNIVERSITY'S CONFLICT-OF-INTEREST POLICY AS ADOPTED BY THE BOARD OF TRUSTEES. THE COMMITTEE ADOPTS AND IMPLEMENTS EXECUTIVE COMPENSATION PRINCIPLES, AND IS ACCOUNTABLE FOR THE COMPENSATION AND BENEFITS ARRANGEMENTS OF THE PRESIDENT AND THEIR DIRECT REPORTS, THE STATUTORY OFFICERS, SENIOR ACADEMIC OFFICIALS, DEANS, OTHER KEY EMPLOYEES, AND ALL THOSE INDIVIDUALS WHO ARE POTENTIALLY DISQUALIFIED PERSONS WITHIN THE MEANING OF THE INTERMEDIATE SANCTIONS LEGISLATION. THE COMMITTEE MAY PERIODICALLY REVIEW THE COMPENSATION AND BENEFITS OF OTHER HIGHLY COMPENSATED INDIVIDUALS, EVEN IF THEY ARE NOT DEEMED TO EXERCISE "SUBSTANTIAL INFLUENCE" OVER THE UNIVERSITY. THE COMPENSATION SUBCOMMITTEE (CREATED TO CONFORM TO CERTAIN PROCEDURES IN DOCUMENTING REASONABLE SALARIES FOR THE OFFICERS OF THE UNIVERSITY) MEETS AT LEAST TWICE A YEAR TO REVIEW APPROPRIATE DATA, INCLUDING COMPARABLE SALARIES, IN ORDER TO REPORT ITS CONCLUSIONS AND RECOMMENDATIONS ON OFFICERS' SALARIES FOR FINAL APPROVAL. THE COMPENSATION SUBCOMMITTEE ENGAGES AN INDEPENDENT THIRD PARTY TO SERVE AS A CONSULTANT. --------------------
FORM 990, PART VI, SECTION C, LINE 19	DOCUMENTS AVAILABILITY TO THE PUBLIC GOVERNING DOCUMENTS - OFFICIAL RECORDS GENERATED OR RECEIVED BY THE ADMINISTRATIVE AND ACADEMIC OFFICES OF THE UNIVERSITY IN THE CONDUCT OF THEIR BUSINESS ARE THE PROPERTY OF THE UNIVERSITY AND MAY BECOME ARCHIVAL MATERIAL. THE ARCHIVED RECORDS ARE AVAILABLE THROUGH THE UNIVERSITY ARCHIVES AND RECORDS CENTER WEB SITE AT: HTTP://WWW.ARCHIVES.UPENN.EDU UNDER UNIVERSITY RECORDS CENTER. FORM 1023 - SINCE THE UNIVERSITY HAS BEEN IN EXISTENCE SINCE 1740, THE ORGANIZATION WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, ITS IRC SECTION 501(C)(3) TAX-EXEMPT STATUS IS GRANDFATHERED BY THE IRS. CONFLICT OF INTEREST POLICIES - POLICIES, STATEMENTS, AND GUIDELINES ARE AVAILABLE TO THE PUBLIC ON THE OFFICE OF THE AUDIT, COMPLIANCE, AND PRIVACY WEB SITE AT: HTTP://WWW.UPENN.EDU/OACP/ UNDER PRINCIPLES OF RESPONSIBLE CONDUCT. FINANCIAL STATEMENTS - THE UNIVERSITY'S ANNUAL REPORT IS PRODUCED BY THE OFFICE OF THE VICE PRESIDENT FOR FINANCE AND TREASURER IN CONJUNCTION WITH THE OFFICE OF THE COMPTROLLER AND INCLUDES THE UNIVERSITY'S AUDITED FINANCIAL STATEMENTS, SUMMARY OF ENDOWMENT PERFORMANCE, AND MESSAGES FROM EXECUTIVE MANAGEMENT. ANNUAL REPORTS ARE PUBLISHED AFTER THE CLOSE OF EACH FISCAL YEAR (JULY 1 TO JUNE 30) AND ARE AVAILABLE ON THE COMPTROLLER WEBSITE AT: HTTP://WWW.FINANCE.UPENN.EDU/COMPTROLLER UNDER FINANCIAL REPORTS. --------------------
FORM 990, PART XI, LINE 9	DETAIL OF OTHER CHANGES IN NET ASSETS PENSION & OTHER POSTRETIREMENT PLAN ADJ. $102,424,000 ------------ TOTAL $102,424,000 --------------------

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)

Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Total IncomeTotalIncomeAmt	End Of Year AssetsEndOfYearAssetsAmt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Foreign PostalForeignAddress/ForeignPostalCd
UNIV OF PENN (HK) FND LIMITED
ROOM 8 7/F K WAH CENTRE	JAVA RD	HONG KONG	HK	981062727	CHARITY	HK	$8,324,624	$123,336	TRUSTEES
UNIV OF PENN USA FOUNDATION LTD
19 NORCOTT ROAD	LONDON	ENGLAND	UK	980387770	CHARITY	UK	$9,786,186	$1,336,520	TRUSTEES	N167EJ
TRUSTEES OF THE UNIV OF PENN LTD
244G ROOM 103 UB MAIN CAMPUS	GABORNE		BC		EDUCATION	BC	$2,108,828	$437,726	TRUSTEES

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
AFFILIA HOME HEALTH
1811 OLDE HOMESTEAD LANE	LANCASTER	PA	17601	231352572	HOME HEALTH	PA	501(c)(3)	10	LG HEALTH	Yes (true)
CARL V S PATTERSON IRR
116 ALLEGHENY CENTER MAIL P8YB3502L	PITTSBURGH	PA	15212	236415355	SUPPORT TRUST	PA	4947(A)(1)	N/A	NA	false
CHESTER COUNTY HOSPITAL
701 E MARSHALL STREET	WEST CHESTER	PA	19380	230469150	HEALTHCARE	PA	501(C)(3)	3	CCH&HS	Yes (true)
CHESTER COUNTY HOSPITAL & HEALTH SYSTEM
701 E MARSHALL STREET	WEST CHESTER	PA	19380	264233321	MGMT SRVCS	PA	501(C)(3)	12, I	TRUSTEES	Yes (true)
CLINICAL CARE ASSOCIATES OF UPHS
250 KING OF PRUSSIA RD 4TH FL	RADNOR	PA	19087	232729852	HEALTHCARE	PA	501(c)(3)	10	TRUSTEES	Yes (true)
HAJOCA 3025 INC
3451 WALNUT STREET ROOM 737	PHILADELPHIA	PA	19104	843379653	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES	Yes (true)
LANCASTER GENERAL HEALTH
555 NORTH DUKE STREET	LANCASTER	PA	17602	232250941	SUPPORT ORG	PA	501(C)(3)	12, II	TRUSTEES	Yes (true)
LANCASTER GENERAL HEALTH COLUMBIA CENTER
306 NORTH 7TH STREET	COLUMBIA	PA	17512	230485650	FACILITY MGMT	PA	501(C)(3)	3	LG HOSPITAL	Yes (true)
LANCASTER GENERAL HEALTH FOUNDATION
555 NORTH DUKE STREET	LANCASTER	PA	17602	205767147	FUNDRAISING	PA	501(C)(3)	7	NA	false
LANCASTER GENERAL HEALTH HOLDINGS
555 NORTH DUKE STREET	LANCASTER	PA	17602	204943109	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH	Yes (true)
LANCASTER GENERAL HOSPITAL
555 NORTH DUKE STREET	LANCASTER	PA	17602	231365353	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH	Yes (true)
LANCASTER GENERAL MEDICAL GROUP
1097 COMMERCIAL AVE	EAST PETERSBURG	PA	17520	232777286	HEALTHCARE	PA	501(C)(3)	3	LG HEALTH	Yes (true)
MORRIS EST LYDIA T DECD TW
6325 S RAINBOW BLVD STE 300	LAS VEGAS	NV	89118	236210940	SUPPORT TRUST	NV	501(C)(3)	12, III-FI	NA	false
NEIGHBORHOOD HEALTH AGENCIES INC
795 E MARSHALL STREET	WEST CHESTER	PA	19380	232324782	NURSING	PA	501(C)(3)	12, I	CCH&HS	Yes (true)
NEIGHBORHOOD LEAGUE HEALTH SERVICES
795 E MARSHALL STREET	WEST CHESTER	PA	19380	232324787	HEALTH SRVCS	PA	501(C)(3)	10	CCH&HS	Yes (true)
NEIGHBORHOOD VISITING NURSE ASSOCIATION
795 E MARSHALL STREET	WEST CHESTER	PA	19380	231352243	NURSING	PA	501(C)(3)	7	CCH&HS	Yes (true)
OAP INC
3451 WALNUT STREET ROOM 748	PHILADELPHIA	PA	19104	231986931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES	Yes (true)
PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREET	PHILADELPHIA	PA	19104	232422635	HEALTHCARE	PA	501(c)(3)	3	PMC	Yes (true)
PENN CLUB OF NEW YORK INC
30 WEST 44TH STREET	NEW YORK	NY	10036	232726687	CLUB	NY	501(c)(7)	N/A	NA	false
PENN PRAXIS INC
210 SOUTH 34TH STREET	PHILADELPHIA	PA	19104	752974931	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES	Yes (true)
PENNSYLVANIA HOSPITAL OF UPHS
800 SPRUCE STREET	PHILADELPHIA	PA	19107	311538725	HEALTHCARE	PA	501(C)(3)	3	TRUSTEES	Yes (true)
PGH DEVELOPMENT CORP
426 CURIE BLVD	PHILADELPHIA	PA	19104	232351015	SUPPORT ORG	PA	501(c)(3)	12, I	NA	false
PRESBYTERIAN MEDICAL CENTER OF UPHS
51 NORTH 39TH STREET	PHILADELPHIA	PA	19104	232810852	HEALTHCARE	PA	501(c)(3)	3	TRUSTEES	Yes (true)
PRINCETON CAREGIVERS INC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	222842773	HOMECARE SVCS	NJ	501(C)(3)	3	PHCS HOLDING	Yes (true)
PRINCETON HEALTHCARE AFFILIATED PHYS PC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	264203938	HEALTHCARE	NJ	501(C)(3)	10	PHCS HOLDING	Yes (true)
PRINCETON HEALTHCARE SYSTEM
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	210635009	HEALTHCARE	NJ	501(C)(3)	3	PHCS HOLDING	Yes (true)
PRINCETON HEALTHCARE SYSTEM FDN INC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	222225911	SUPPORT PHCS	NJ	501(C)(3)	7	PHCS HOLDING	Yes (true)
PRINCETON HLTHCARE SYSTEM HOLDING INC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	223493256	SUPPORT ORG	NJ	501(C)(3)	12, I	TRUSTEES	Yes (true)
PRINCETON MEDICAL PROPERTIES INC
ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	220022702	REAL ESTATE	NJ	501(C)(2)	N/A	PHCS HOLDING	Yes (true)
THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500E	PHILADELPHIA	PA	19102	810550464	BUS. TRUST	PA	501(c)(3)	8	NA	false
THE HEART GROUP OF LANCASTER GEN HEALTH
217 HARRISBURG AVENUE	LANCASTER	PA	17603	300634510	CARDIOLOGY	PA	501(C)(3)	3	LG HEALTH	Yes (true)
THE LEONARD AND MADLYN ABRAMSON INST
421 CURIE BLVD 450 BRB II/III	PHILADELPHIA	PA	19104	232929823	MED RESEARCH	PA	501(c)(3)	4	NA	false
UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329	PHILADELPHIA	PA	19104	233021159	SUPPORT ORG	PA	501(c)(3)	12, I	TRUSTEES	Yes (true)
UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREET	PHILADELPHIA	PA	19104	236299508	FAC. CLUB	PA	501(c)(3)	12, I	TRUSTEES	Yes (true)
UPENN INTERNATIONAL
3451 WALNUT STREET SUITE 731	PHILADELPHIA	PA	19104	454985731	SUPPORT ORG	PA	501(C)(3)	12, I	TRUSTEES	Yes (true)
UPENN MASTER RETIREMENT TRUST
3451 WALNUT STREET ROOM 305	PHILADELPHIA	PA	19104	043574136	RETIRE TRUST	PA	501(A)	N/A	TRUSTEES	Yes (true)
UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329	PHILADELPHIA	PA	19104	232769744	BENEFITS	PA	501(c)(3)	12, I	TRUSTEES	Yes (true)
WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300	BALA CYNWYD	PA	19004	232152662	HOSPICE CARE	PA	501(c)(3)	10	TRUSTEES	Yes (true)
PENN MEDICINE-PMA
5 ATRIUM 3400 CIVIC CENTER BLVD	PHILADELPHIA	PA	19104	863800365	HEALTHCARE	PA	501(c)(3)	10	CCA	Yes (true)
CLINICAL SPECIALTY ASSOCIATES
150 MONUMENT ROAD 4TH FL	BALA CYNWYD	PA	19004	331617353	HEALTHCARE	PA	501(C)(3)	PENDING	TRUSTEES	Yes (true)
DOYLESTOWN HOSPITAL
595 WEST STATE STREET	DOYLESTOWN	PA	18901	231352174	HEALTHCARE	PA	501(C)(3)	3	TRUSTEES	Yes (true)
DOYLESTOWN HEALTH FOUNDATION
595 WEST STATE STREET	DOYLESTOWN	PA	18901	232368196	FUNDRAISING	PA	501(C)(3)	7	DH	Yes (true)
DOYLESTOWN HEALTH PHYSICIANS
595 WEST STATE STREET	DOYLESTOWN	PA	18901	232368197	HEALTHCARE	PA	501(C)(3)	12, II	DH	Yes (true)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (33 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Predominant Income TypePredominantIncomeTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	Disproportionate AllocationsDisproportionateAllocationsInd	UBI Code VUBICodeVAmt	General Or Managing PartnerGeneralOrManagingPartnerInd	OwnershipOwnershipPct	Address Line1ForeignAddress/AddressLine1Txt	CityForeignAddress/CityNm	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd
PDCP 1740 FUND LP
311 S WACKER DRIVE SUITE 2620	CHICAGO	IL	60601	320472404	INVESTMENT	IL	TRUSTEES	EXCLUDED FROM TAX	$28,918,420	$264,054,822	false	$0	false	1.00000
CYRUS 1740 FUND LP
65 E 55TH STREET 35TH FLOOR	NEW YORK	NY	10022	821211542	INVESTMENT	NY	TRUSTEES	EXCLUDED FROM TAX	$3,054,545	$44,571,785	false	-$21,734	false	0.97173
CYRUS 1740 MASTER FUND LP
				981361754	INVESTMENT		NA	N/A				$0	false		89 NEXUS WAY	CAMANA BAY	GR	CJ	KY1-9009	CJ
DVG 1740 FUND LP
ONE FAWCETT PLACE	GREENWICH	CT	06830	800961539	INVESTMENT	CT	TRUSTEES	EXCLUDED FROM TAX	$56,009,165	$67,750,416	false	$0	false	0.98557
EAST MARSHALL STREET PARTNERSHIP LP
701 E MARSHALL STREET	WEST CHESTER	PA	19380	232902742	INVESTMENT	PA	NA	N/A				$0	false
FERN HILL PARTNERSHIP III LP
701 E MARSHALL STREET	WEST CHESTER	PA	19380	300409614	RENTAL	PA	NA	N/A				$0	false
FERN HILL LLC
701 E MARSHALL STREET	WEST CHESTER	PA	19380	233005147	RENTAL	PA	NA	N/A				$0	false
GALLOPAVO LP
4215 WEST LOVERS LANE STE 100	DALLAS	TX	75209	464621967	INVESTMENT	TX	TRUSTEES	EXCLUDED FROM TAX	$1,989,598	$65,955,408	false	-$586,699	false	0.92483
JOG V C LIMITED PARTNERSHIP
					INVESTMENT		TRUSTEES	EXCLUDED FROM TAX	$62,409	$12,432,624	false	$0	false	0.99999	STE 2370 440 2ND AVE SW	CALGARY	AL	CA	T2P5E9	CA
JOG VI C LIMITED PARTNERSHIP
					INVESTMENT		TRUSTEES	EXCLUDED FROM TAX	$1,272	$17,119,422	false	$0	false	1.00000	STE 2370 440 2ND AVE SW	CALGARY	AL	CA	T2P5E9	CA
KINGSTOWN 1740 FUND LP
167 MADISON AVE ST 205 1033	NEW YORK	NY	10016	843119908	INVESTMENT	NY	TRUSTEES	EXCLUDED FROM TAX	$17,571,046	$63,045,703	false	$0	false	1.00000
LANCASTER PET PARTNERSHIP LLP
PO BOX 4216	LANCASTER	PA	17604	233102793	MEDICAL SERVICES	PA	NA	N/A				$0	false
LG HEALTH COMM CARE COLLAB II
555 NORTH DUKE STREET	LANCASTER	PA	17602	823809581	ACO	PA	NA	N/A				$0	false
LG HEALTH COMMUNITY CARE COLLABORATIVE
555 NORTH DUKE STREET	LANCASTER	PA	17602	455542179	ACO	PA	NA	N/A				$0	false
MRI GROUP LLP
PO BOX 4216	LANCASTER	PA	17604	331011386	MEDICAL SERVICES	PA	NA	N/A				$0	false
NEIGHBRHD PRES & DEV FUND LP
240 NEW YORK DR STE 1	FORT WASHINGTON	PA	19034	233037919	RENTAL	PA	NA	N/A				$0	false
OAKLANDS WAY MEDICAL BUILDING ASSOCIATES
701 E MARSHALL STREET	WEST CHESTER	PA	19380	830490251	RENTAL	PA	NA	N/A				$0	false
SRP INVESTORS FUND A LP
2001 ROSS AVE SUITE 400	DALLAS	TX	75201	611748291	INVESTMENT	TX	TRUSTEES	EXCLUDED FROM TAX	-$3,626,526	$94,029,277	false	-$1,343,137	false	0.88616
ST-TO RIBBIT OPPORTUNITY V LLC
364 UNIVERSITY AVENUE	PALO ALTO	CA	94301	841814102	INVESTMENT	CA	TRUSTEES	EXCLUDED FROM TAX	$0	$16,512,050	false	$0	false	0.62264
TURK'S HEAD SURGERY CENTER
915 OLD FERN HILL ROAD BLDG B STE	WEST CHESTER	PA	19380	200184603	MEDICAL SERVICES	PA	NA	N/A				$0	false
UNIVERSA BLACK SWAN PROTECTION PROTOCOL
2601 S BAYSHORE DR SUITE 2030	MIAMI	FL	33133	852143048	INVESTMENT	FL	TRUSTEES	EXCLUDED FROM TAX	$0	$28,722,728	false	$0	false	1.00000
AXIS UKA GP LLC
240 NEW YORK DRIVE SUITE 1	FORT WASHINGTON	PA	19034	273617178	INVESTMENT	PA	TRUSTEES	EXCLUDED FROM TAX	-$142	$69,526	false	$0	Yes (true)	0.50000
LIFT RE PRTNRS FUND II LP
180 SUTTER STREET SUITE 400	SAN FRANCISCO	CA	94104	844983190	INVESTMENT	CA	TRUSTEES	EXCLUDED FROM TAX	-$5,062,603	$270,200,151	false	$0	false	0.98522
BEXP II (PARALLEL) LP
5914 W COURTYARD DRIVE	AUSTIN	TX	78730	873188834	INVESTMENT	TX	TRUSTEES	EXCLUDED FROM TAX	$27,768,543	$124,724,588	false	$2,149,652	false	0.57172
FORERUNNER BUILDERS F-G LP
ONE LETTERMAN DRIVE BLDG C SUITE	SAN FRANCISCO	CA	94129	873427543	INVESTMENT	CA	TRUSTEES	EXCLUDED FROM TAX	$0	$11,592,000	false	$0	false	1.00000
GCM CARRIAGE SPV LP
250 WEST 55TH STREET 36TH FLOOR	NEW YORK	NY	10019	872075062	INVESTMENT	NY	TRUSTEES	EXCLUDED FROM TAX	$0	$50,000,000	false	$0	false	0.69444
INITIALIZED CBH SPV LLC
464 TEHAMA STREET	SAN FRANCISCO	CA	94103	871123527	INVESTMENT	CA	TRUSTEES	EXCLUDED FROM TAX	$0	$2,981,031	false	$0	false	0.51546
SAILINGSTONE GLOBAL NATURAL RESOURCES
100 WAUGH DRIVE SUITE 600	HOUSTON	TX	77007	371770014	INVESTMENT	TX	TRUSTEES	EXCLUDED FROM TAX	$9,454,706	$118,551,967	false	$1,946,814	false	0.70284
AUSTIN 512 LP
5914 W COURTYARD DRIVE SUITE 340	AUSTIN	TX	78730	921329561	INVESTMENT	TX	TRUSTEES	EXCLUDED FROM TAX	$29,098,842	$14,599,437	false	$0	false	0.63641
BLACKSTONE REAL ESTATE PARTNERS VIITE5
C/O THE BLACKSTONE GROUP 345 PARK A	NEW YORK	NY	10154	800815880	INVESTMENT	NY	TRUSTEES	EXCLUDED FROM TAX	-$39,953	$2,860,182	false	-$600	false	0.49531
KEYFRAME 1740 FUND LP
65 E 55TH STREET 35TH FLOOR	NEW YORK	NY	10022	883210105	INVESTMENT	NY	TRUSTEES	EXCLUDED FROM TAX	-$2,643,938	$72,485,338	false	-$124,024	false	0.91591
LIFT RE PRTNRS FUND III LP
180 SUTTER STREET SUITE 400	SAN FRANCISCO	CA	94104	872869560	INVESTMENT	CA	TRUSTEES	EXCLUDED FROM TAX	-$8,684,199	$215,494,669	false	$0	false	0.97246
NEUBERGER BERMAN HEDGED CRYPTOCURRENCY
1290 AVENUE OF THE AMERICAS 22ND F	NEW YORK	NY	10104	871241085	INVESTMENT	NY	TRUSTEES	EXCLUDED FROM TAX	$13,012,085	$29,704,292	false	$0	false	0.43300

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (19 entries)

Address Line1ForeignAddress/AddressLine1Txt	Province Or StateForeignAddress/ProvinceOrStateNm	CountryForeignAddress/CountryCd	Foreign PostalForeignAddress/ForeignPostalCd	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile Foreign CountryLegalDomicileForeignCountryCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Share Of Total IncomeShareOfTotalIncomeAmt	Share Of EOY AssetsShareOfEOYAssetsAmt	OwnershipOwnershipPct	Controlled OrganizationControlledOrganizationInd	Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Legal Domicile StateLegalDomicileStateCd	CityForeignAddress/CityNm
ARCM 1740 LTD
27 HOSPITAL ROAD	GRAND CAYMAN	CJ	KY1-9008	INVESTMENTS	CJ	TRUSTEES	C-CORP	$0	$81,441	1.00000	Yes (true)
CLINICAL HEALTH CARE ASSOC OF NJ PC
				PHYS MGMT		CCA	C-CORP				Yes (true)	250 KING OF PRUSSIA RD 4TH FL	RADNOR	PA	19087	232865181	PA
DELANCEY CORPORATION
				RENTAL		PA HOSPITAL	C-CORP				Yes (true)	800 SPRUCE STREET	PHILADELPHIA	PA	19106	232060159	PA
FRANKLIN CASUALTY INSURANCE CO
				INSURANCE		TRUSTEES	C-CORP	$558,547	$41,395,036	1.00000	Yes (true)	PO BOX 530	BURLINGTON	VT	05402	043378984	VT
NAYA 1740 FUND LTD
PO BOX 309	GRAND CAYMAN	CJ	KY1-1104	INVESTMENTS	CJ	TRUSTEES	C-CORP	$54,811,390	$468,840,416	1.00000	Yes (true)							UGLAND HOUSE
PENN MEDICINE LONDON LIMITED
VISTRA SUITE 2 FIRST FLOOR	BRISTOL	UK	BS1 6FL	NETWORKING	UK	UPENN INT'L	LIMITED COMPANY				Yes (true)							TEMPLE BACK
PENN WHARTON CONSULTING (BEIJING) CO LTD
UNIT 3106 LEVEL 31 YINTAI OFFICE C	CHAOYANG DISTTRIC	CH	10022	BUS. CONSULTING	CH	UPENN INT'L	C-CORP				Yes (true)							BEIJING
PHI PHARMACY INC
				INACTIVE		PHCS HOLDING	C-CORP				Yes (true)	ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	223467899	NJ
PRINCETON HEALTH INC & SUBS
				MEDICAL		PHCS HOLDING	C-CORP				Yes (true)	ONE PLAINSBORO ROAD	PLAINSBORO	NJ	08536	223450093	NJ
QUAKER INSURANCE COMPANY LTD
VICTORIA STREET PO BOX HM 1826	HAMILTON	BD	HM HX	SELF-INSURANCE	BD	TRUSTEES	C-CORP	$56,411,580	$271,211,733	1.00000	Yes (true)					300708282		VICTORIA HALL
THE PAM 1740 FUND LTD
PO BOX 309	GRAND CAYMAN	CJ	KYI-1104	INVESTMENTS	CJ	TRUSTEES	C-CORP	$120,781,206	$597,203,425	1.00000	Yes (true)							GEORGE TOWN
TURK'S HEAD HEALTH SERVICES INC
				MEDICAL SERVICES		CCH&HS	C-CORP				Yes (true)	701 E MARSHALL STREET	WEST CHESTER	PA	19380	232329753	PA
UPENN HOSPITALITY INC
				INVESTMENTS		TRUSTEES	C-CORP	$13,321,333	$33,835,286	1.00000	Yes (true)	3401 WALNUT STREET SUITE 440A	PHILADELPHIA	PA	19104	233076589	PA
CYRUS 1740 FUND LTD
89 NEXUS WAY CAMANA BAY	GRAND CAYMAN	CJ	KY1-9009	INVESTMENTS	CJ	TRUSTEES	LIMITED COMPANY	$25,039,531	$161,034,552	1.00000	Yes (true)					981361907
CLINICAL HEALTHCARE ASSOC OF NJ SP PC
				PHYS MGMT		CCA	C-CORP				Yes (true)	150 MONUMENT ROAD FL 4TH	BALA CYNWYD	PA	19004	331946468	PA
DH PHYSICIANS AMBULATORY SERVICES
				MEDICAL SERVICES		DHP	C-CORP				Yes (true)	595 WEST STATE STREET	DOYLESTOWN	PA	18901	812885619	PA
COVERED BRIDGE RECIP RISK RETENTION GRP
				FINANCIAL VEHICLE		DH	C-CORP				Yes (true)	146 FAIRCHILD STREET STE 135	CHARLESTON	SC	29492	871236417	SC
FRANKLIN HOLDINGS 1740 FUND LTD
PO BOX 309	GRAND CAYMAN	CJ	KYI-1104	INVESTMENTS	CJ	TRUSTEES	LIMITED COMPANY	$0	$0	1.00000	Yes (true)							GEORGE TOWN
CHARITABLE REMAINDER TRUSTS (48)
				N/A		NA	REMAINDER TRUST				false						PA

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	Yes (true)	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	Yes (true)	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	Yes (true)	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	Yes (true)	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	Yes (true)	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	Yes (true)	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	Yes (true)	SharingOfFacilitiesInd
Paid Employees Sharing	Yes (true)	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	Yes (true)	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	Yes (true)	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	Yes (true)	TransferToOtherOrgInd
Transfer From Other Org	Yes (true)	TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (29 entries)

Transaction TypeTransactionTypeTxt	InvolvedInvolvedAmt	Method Of Amount DeterminationMethodOfAmountDeterminationTxt
CYRUS 1740 FUND LP
B,C	$27,964,108	FMV
SRP INVESTORS FUND A
B,C	$29,507,503	FMV
DVG 1740 FUND LP
B,C	$45,082,609	FMV
GALLOPAVO LP
C	$14,653,695	FMV
LIFT REAL ESTATE PARTNERS FUND II LP
B,C	$20,164,196	FMV
JOG LIMITED PARTNERSHIP VC
B.C	$13,099,995	FMV
JOG LIMITED PARTNERSHIP VIC
B,C.	$2,510,000	FMV
KEYFRAME 1740 FUND
B	$15,505,353	FMV
KINGSTOWN 1740 FUND
C	$17,000,000	FMV
UNIVERSA BLACK SWAN PROTECTION LVIII LP
B	$24,300,000	FMV
BEXP II (PARALLEL) LP
B	$29,888,483	FMV
CYRUS 1740 FUND LTD
B,C	$16,116,072	FMV
AUSTIN 512 LP
C	$40,628,523	FMV
BLACKSTONE REAL ESTATE PARTNERS VIITE5 LP
B,C	$812,774	FMV
LIFT REAL ESTATE PARTNERS FUND III LP
B,C	$32,528,726	FMV
NEUBERGER BERMAN HEDGED CRYPTO
C	$10,000,000	FMV
FRANKLIN CASUALTY INSURANCE CO
R	$61,274,107	FMV
PENN PRAXIS
O	$813,521	FMV
PENNSYLVANIA HOSPITAL OF UPHS
R,S	$687,000	FMV
UPENN HOSPITALITY INC
A	$1,500,000	FMV
PRESBYTERIAN MEDICAL CENTER
K,O,P	$113,620,493	FMV
UPENN INTERNATIONAL
B,L	$459,985	FMV
UPENN RETIREE BENEFITS TRUST
B	$37,673,633	FMV
WISSAHICKON HOSPICE OF UPHS
O,P,R	$167,792	FMV
LANCASTER GENERAL HOSPITAL
O	$492,157	FMV
THE PAM 1740 FUND LTD
B,C	$50,508,561	FMV
TRUSTEES OF THE UNIV OF PENN LTD
R	$1,936,656	FMV
UNIV OF PENN USA FOUNDATION LTD
R,S	$9,156,037	FMV
UNIV OF PENN (HK) FND LIMITED
R,S	$8,322,118	FMV

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART IV, LINE 4	FormAndLineReferenceDesc
Explanation	DETAIL OF LEGAL DOMICLES FOR CHARITABLE REMAINDER TRUSTS AS OF JUNE 30, 2025, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") HELD INTERESTS IN 1 POOLED LIFE INCOME FUND IN PENNSYLVANIA, 1 CHARITABLE REMAINDER TRUST IN DELAWARE, 2 CHARITABLE REMAINDER TRUSTS IN FLORIDA, 1 CHARITABLE REMAINDER TRUST IN NEW YORK AND 43 CHARITABLE REMAINDER TRUSTS IN PENNSYLVANIA, WHERE THE UNIVERSITY HAD MORE THAN 50% OF THE BENEFICIAL INTERESTS IN THE TRUSTS.	ExplanationTxt