STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

PRINCETON HEALTHCARE SYSTEM A NEW JERSEY NON-PROFIT CORP: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization
PRINCETON HEALTHCARE SYSTEM A NEW JERSEY NON-PROFIT CORP (EIN 21-0635009)
Tax period
2024-07-01 to 2025-06-30
Filed
2026-05-14
IRS object ID
202611349349310536
Schema version
2024v5.2
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2026-05-14T15:48:30-04:00ReturnTs
Tax Period End2025-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1PwC US Tax LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12001 MARKET ST SUITE 1800AddressLine1Txt
CityPHILADELPHIACityNm
State AbbreviationPAStateAbbreviationCd
ZIP19103ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2024-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN210635009EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PRINCETON HEALTHCARE SYSTEM A NEW JERSEYBusinessNameLine1Txt
Business Name Line2NONPROFIT CORPORATIONBusinessNameLine2Txt
FieldValueIRS element (for citing)
In Care Of% GUILHERME VALLADARES MBAInCareOfNm
Business Name ControlPRINBusinessNameControlTxt
Phone6098537107PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE PLAINSBORO ROADAddressLine1Txt
CityPLAINSBOROCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08536ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonGUILHERME VALLADARES MBAPersonNm
Person TitleSR VP & CFOPersonTitleTxt
Phone6098537107PhoneNum
Signature2026-05-04SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (true)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonANTONIO C RUSSO DIRECTORPreparerPersonNm
PTINP00858539PTIN
Phone2673303000PhoneNum
Preparation2026-05-04PreparationDt
FieldValueIRS element (for citing)
Tax2024TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerGUILHERME VALLADARESPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE PLAINSBORO ROADAddressLine1Txt
CityPLAINSBOROCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08536ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$638,314,433GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.PENNMEDICINE.ORG/LOCATIONS/ENTITY/PRINCETWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1919FormationYr
Legal Domicile StateNJLegalDomicileStateCd
Activity Or MissionTO PROVIDE EXCEPTIONAL, COMPASSIONATE CARE TO ENHANCE THE HEALTH AND WELLNESS OF OUR PATIENTS, THEIR FAMILIES AND OUR COMMUNITY.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent13VotingMembersIndependentCnt
Total Employee3328TotalEmployeeCnt
Total Volunteers548TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,836,899PYContributionsGrantsAmt
CY Contributions Grants$2,771,687CYContributionsGrantsAmt
PY Program Service Revenue$596,943,406PYProgramServiceRevenueAmt
CY Program Service Revenue$626,428,504CYProgramServiceRevenueAmt
PY Investment Income$12,720,252PYInvestmentIncomeAmt
CY Investment Income$8,368,252CYInvestmentIncomeAmt
PY Other Revenue$816,010PYOtherRevenueAmt
CY Other Revenue$745,990CYOtherRevenueAmt
PY Total Revenue$612,316,567PYTotalRevenueAmt
CY Total Revenue$638,314,433CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$270,697,672PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$281,509,950CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$351,542,194PYOtherExpensesAmt
CY Other Expenses$358,507,203CYOtherExpensesAmt
PY Total Expenses$622,239,866PYTotalExpensesAmt
CY Total Expenses$640,017,153CYTotalExpensesAmt
PY Revenues Less Expenses-$9,923,299PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$1,702,720CYRevenuesLessExpensesAmt
Total Assets BOY$804,392,430TotalAssetsBOYAmt
Total Assets EOY$874,920,531TotalAssetsEOYAmt
Total Liabilities BOY$333,085,366TotalLiabilitiesBOYAmt
Total Liabilities EOY$382,682,860TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$471,307,064NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$492,237,671NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTHE MISSION OF PRINCETON HEALTHCARE SYSTEM IS TO PROVIDE EXCEPTIONAL, COMPASSIONATE CARE TO ENHANCE THE HEALTH AND WELLNESS OF OUR PATIENTS, THEIR FAMILIES, AND OUR COMMUNITY. PRINCETON HEALTHCARE SYSTEM PROVIDES INPATIENT AND OUTPATIENT CARE, COMMUNITY HEALTH EDUCATION, MEDICAL EDUCATION, AND ALSO PROMOTES MEDICAL AND SCIENTIFIC RESEARCH WHEN APPROPRIATE. IT IS INTEGRAL TO THE MISSION OF PRINCETON HEALTHCARE SYSTEM TO CONTINUALLY IMPROVE QUALITY OF SERVICE TO OUR PATIENTS AND COMMUNITY AND TO PROVIDE APPROPRIATE HEALTHCARE TO ALL. PLEASE REFER TO THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT INCLUDED IN SCHEDULE O FOR ADDITIONAL INFORMATION.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$488,295,601ExpenseAmt
Grant$0GrantAmt
Revenue$517,098,281RevenueAmt
DescPRINCETON MEDICAL CENTER PROVIDES COMPREHENSIVE PATIENT CARE AND SUPPORT SERVICES RELATING TO PATIENT CARE. IT IS AN ACUTE CARE FACILITY WITH 319 BEDS COMPRISED OF 288 ACUTE CARE, 17 PHYSICAL REHABILIATION AND 14 SPECIAL CARE NURSERY BASSINETS. IN 2025, PATIENT DAYS TOTALED 72,039 AND OUTPATIENT VISITS/ENCOUNTERS TOTALED 159,977. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$85,088,866ExpenseAmt
Grant$0GrantAmt
Revenue$93,234,447RevenueAmt
DescPRINCETON HOUSE BEHAVIORAL HEALTH PROVIDES COMPREHENSIVE PSYCHIATRIC AND SUBSTANCE ABUSE RECOVERY PROGRAMS. ITS 116 BEDS PRODUCED 31,880 PATIENT DAYS IN FY2025. OUTPATIENT VISITS AND TREATMENTS ACROSS MULTIPLE SITES AMOUNTED TO 83,914. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$14,121,373ExpenseAmt
Grant$0GrantAmt
Revenue$16,095,776RevenueAmt
DescPRINCETON HOMECARE SERVICES IS A HOME CARE AND VISITING NURSE, AND HOSPICE SERVICE. IN FY2025, THERE WERE 62,566 OCCASIONS OF SERVICE AND 14,303 HOSPICE VISITS RECORDED. THIS GROWING SERVICE IS VITAL IN THE CAPACITY TO PROVIDE CARE AT THE PATIENT'S HOME RATHER THAN REQUIRING A STAY IN THE HOSPITAL. PRINCETON HOMECARE SERVICES ALSO OPERATES A HOSPICE. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$587,505,840TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (true)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsYes (true)ReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (true)ConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalYes (true)OperateHospitalInd
Audited Financial Stmt AttYes (true)AuditedFinancialStmtAttInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsYes (true)TaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With35 Ctrl EntfalseBusinessRlnWith35CtrlEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityYes (true)DisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee3328EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member13IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersYes (true)MembersOrStockholdersInd
Election Of Board MembersYes (true)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (true)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VentureYes (true)InvestmentInJointVentureInd
Written Policy Or ProcedureYes (true)WrittenPolicyOrProcedureInd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonGUILHERME VALLADARES MBAPersonNm
Phone6098537107PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE PLAINSBORO ROADAddressLine1Txt
CityPLAINSBOROCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08536ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
KEVIN B MAHONEY
CEO - UPHS1.054.0Yes (X)Yes (X)$0$2,954,787$374,377
ROBERT VONDERHEIDE MD
TRUSTEE1.01.0Yes (X)$0$1,133,945$52,528
JAMES G DEMETRIADES
PRESIDENT & CEO47.08.0Yes (X)Yes (X)$855,051$0$97,875
CRAIG GRONCZEWSKI MD
SENIOR VP MEDICAL AFFAIRS55.00.0$512,462$0$15,644Yes (X)
GUILHERME VALLADARES MBA
SVP & CFO - ASST. TREAS.49.06.0Yes (X)$489,159$0$31,044
PAUL ORTIZ
VP BUS SVC LINE DEV-UNTIL 3/2555.00.0$442,263$0$50,045Yes (X)
YISRAEL KRAUS
VP PHYSICIAN ALIGNMENT55.00.0$443,583$0$15,421Yes (X)
REINALDINE FLEURY
FORMER CHRO & VP HUMAN RESOUR.0.00.0$0$433,984$9,591Yes (X)
JONATHAN WOO
VP MEDICAL AFFAIRS CMO55.00.0$388,131$0$36,022Yes (X)
HYONA REVERE
SENIOR VP DEVELOPMENT1.054.0$369,375$0$14,088Yes (X)
KARYN BOOK
VP PATIENT SVS & CNO55.00.0$370,761$0$32Yes (X)
MARGUERITE PEDLEY
SENIOR VICE PRESIDENT PHBH55.00.0$356,457$0$9,529Yes (X)
PETER THOMAS
VP, OUTPATIENT ADMINISTRATION55.00.0$280,402$0$10,614Yes (X)
CAROL NORRIS-SMITH
VP PR - MARKETING - UNTIL 3/2555.00.0$262,815$0$27,645Yes (X)
CHING-YI LIU
VP, FINANCE55.00.0$270,765$0$15,700Yes (X)
DONNA REGER
INTERNIST55.00.0$274,990$0$10,127Yes (X)
EDWARD HENRY
DIRECTOR OF COMMUNICATIONS55.00.0$271,534$0$13,568Yes (X)
STEPHANIE D TIEKU
NURSE MANAGER55.00.0$259,486$0$15,095Yes (X)
DEBORAH CASARELLA
FORMER ASSOC. CHIEF INFO. OFF.0.00.0$0$264,308$819Yes (X)
KARI MASTRO
DIRECTOR OF PRACTICE55.00.0$235,668$0$14,077Yes (X)
AMY REIGNER
CHIEF HR OFFICER55.00.0$211,620$0$13,712Yes (X)
ROSEMARIE COSTAGLIOLA
DIR. OF CORPORATE GOVERNANCE44.011.0Yes (X)$25,667$0$29
ANTHONY KUCZINSKI
TRUSTEE - CHAIRMAN1.04.0Yes (X)Yes (X)$0$0$0
CALVIN L BUTTS JR
TRUSTEE1.01.0Yes (X)$0$0$0
HEATHER M VAN RAALTE MD
TRUSTEE1.01.0Yes (X)$0$0$0
KIM PIMLEY
EX-OFFICIO TRUSTEE1.01.0Yes (X)$0$0$0
LEONARD GROSSMAN MD
TRUSTEE - UNTIL 3/251.01.0Yes (X)$0$0$0
LORI FELDSTEIN
TRUSTEE1.01.0Yes (X)$0$0$0
MICHAEL MARDY
TRUSTEE - TREASURER1.03.0Yes (X)Yes (X)$0$0$0
MYRON M GELLMAN
TRUSTEE, VICE CHAIRMAN1.03.0Yes (X)Yes (X)$0$0$0
PHILIP CARCHMAN
TRUSTEE, SECRETARY1.03.0Yes (X)Yes (X)$0$0$0
SAMIT HIRAWAT MD
TRUSTEE1.01.0Yes (X)$0$0$0
W THOMAS GUTOWSKI MD
TRUSTEE1.02.0Yes (X)$0$0$0
ALEXANDER WOLFSON MD
TRUSTEE - UNTIL 3/251.03.0Yes (X)$0$0$0
WILLIAM G HYNICK
TRUSTEE1.01.0Yes (X)$0$0$0
ELLIOT A KRAUSS MD
TRUSTEES1.01.0Yes (X)$0$0$0
ALINE M HOLMES DNP MSN RN
TRUSTEE1.01.0Yes (X)$0$0$0
TARA OAKMAN PHD
TRUSTEES1.01.0Yes (X)$0$0$0
DONALD HOFMANN
EX-OFFICIO TRUSTEE1.01.0Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$6,320,189TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$4,787,024TotReportableCompRltdOrgAmt
Total Other Compensation$827,582TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K425IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (true)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
HART HEALTHCARE
PO BOX 21578NEW YORKNY100871578PROPERTY LEASE SRVCS$4,564,343
SYMMETRY WORKFORCE SOLUTIONS
5930 CORNERSTONE CT STE 300SAN DIEGOCA92121MEDICAL SERVICES$2,936,454
UMCP SURGICENTER PARTNERS LLC
1 PLAINSBORO RDPLAINSBORONJ085361913MEDICAL SERVICES$2,930,479
GHR HEALTHCARE LLC
1 VALLEY SQUARE STE 200BLUE BELLPA19422OUTSOURCED STAFFING$2,384,086
CHARTIS GROUP LLC
740 BROADWAY STE 1001NEW YORKNY10003MEDICAL SERVICES$607,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K42CntrctRcvdGreaterThan100KCnt
Related Organizations$2,771,687RelatedOrganizationsAmt
Total Contributions$2,771,687TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUES541900$621,302,967$621,302,967
OTHER HEALTHCARE RELATED REVENUES541900$5,125,537$5,125,537
FieldValueIRS element (for citing)
Total Program Service Revenue$626,428,504TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,128,436TotalRevenueColumnAmt
Exclusion$2,128,436ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$694,845RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$694,845RealAmt
Personal$0PersonalAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$694,845TotalRevenueColumnAmt
Exclusion$694,845ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$6,239,816SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$6,239,816SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,239,816TotalRevenueColumnAmt
Exclusion$6,239,816ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$0FundraisingGrossIncomeAmt
Fundraising Direct Expenses$0FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

Net Income From Gaming NetIncomeFromGamingGrp

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

Net Income Or Loss NetIncomeOrLossGrp

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

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescVENDING MACHINE REVENUESDesc
Business900099BusinessCd
Total Revenue Column$51,145TotalRevenueColumnAmt
Exclusion$51,145ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$51,145OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$638,314,433TotalRevenueColumnAmt
Related Or Exempt Func Income$626,428,504RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$9,114,242ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$7,494,917TotalAmt
Program Services$6,745,425ProgramServicesAmt
Management And General$749,492ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$214,314,163TotalAmt
Program Services$192,882,747ProgramServicesAmt
Management And General$21,431,416ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$9,926,738TotalAmt
Program Services$8,934,064ProgramServicesAmt
Management And General$992,674ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$33,367,160TotalAmt
Program Services$30,030,444ProgramServicesAmt
Management And General$3,336,716ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,406,972TotalAmt
Program Services$14,766,275ProgramServicesAmt
Management And General$1,640,697ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$4,228,284TotalAmt
Program Services$3,805,456ProgramServicesAmt
Management And General$422,828ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$496,585TotalAmt
Program Services$446,927ProgramServicesAmt
Management And General$49,658ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$79,793TotalAmt
Program Services$71,814ProgramServicesAmt
Management And General$7,979ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$153,097,650TotalAmt
Program Services$137,787,884ProgramServicesAmt
Management And General$15,309,766ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$110,479TotalAmt
Program Services$99,431ProgramServicesAmt
Management And General$11,048ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$673,682TotalAmt
Program Services$606,314ProgramServicesAmt
Management And General$67,368ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,146,538TotalAmt
Program Services$1,931,884ProgramServicesAmt
Management And General$214,654ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$24,762,362TotalAmt
Program Services$22,286,126ProgramServicesAmt
Management And General$2,476,236ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$606,968TotalAmt
Program Services$546,271ProgramServicesAmt
Management And General$60,697ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$15,617TotalAmt
Program Services$14,055ProgramServicesAmt
Management And General$1,562ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$6,544,440TotalAmt
Program Services$5,889,996ProgramServicesAmt
Management And General$654,444ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$32,412,412TotalAmt
Program Services$29,171,171ProgramServicesAmt
Management And General$3,241,241ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,213,785TotalAmt
Program Services$1,992,407ProgramServicesAmt
Management And General$221,378ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
MEDICAL SUPPLIES$114,904,018$114,904,018$0$0
REPAIRS & MAINTENANCE$11,526,117$10,373,505$1,152,612$0
DUES & LICENSES$902,017$811,815$90,202$0
TAXES$149,895$134,906$14,989$0

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$3,636,561TotalAmt
Program Services$3,272,905ProgramServicesAmt
Management And General$363,656ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$640,017,153TotalAmt
Program Services$587,505,840ProgramServicesAmt
Management And General$52,511,313ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$29,881,314BOYAmt
EOY$25,001,264EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$71,487,573BOYAmt
EOY$74,980,963EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$9,950,155BOYAmt
EOY$11,260,623EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$1,510,276BOYAmt
EOY$1,937,071EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$877,810,388LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$527,981,548LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$352,156,507BOYAmt
EOY$349,828,840EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$247,287,987BOYAmt
EOY$275,233,822EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
BOY$22,000,000BOYAmt
EOY$22,000,000EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$70,118,618BOYAmt
EOY$114,677,948EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$804,392,430BOYAmt
EOY$874,920,531EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$37,479,460BOYAmt
EOY$47,219,245EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$3,609,737BOYAmt
EOY$4,690,738EOYAmt

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$246,309,566BOYAmt
EOY$238,439,587EOYAmt

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$45,686,603BOYAmt
EOY$92,333,290EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$333,085,366BOYAmt
EOY$382,682,860EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$429,002,067BOYAmt
EOY$449,557,887EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$42,304,997BOYAmt
EOY$42,679,784EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$471,307,064BOYAmt
EOY$492,237,671EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$804,392,430BOYAmt
EOY$874,920,531EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$1,702,720ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$20,042,937NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$2,590,390OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

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

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Total Grassroots LobbyingTotalGrassrootsLobbyingGrp
Total Direct LobbyingTotalDirectLobbyingGrp
Total Lobbying ExpendTotalLobbyingExpendGrp
Other Exempt Purpose ExpendOtherExemptPurposeExpendGrp
Total Exempt Purpose ExpendTotalExemptPurposeExpendGrp
Lobbying Nontaxable AmountLobbyingNontaxableAmountGrp
Grassroots NontaxableGrassrootsNontaxableGrp
Tot Lbbyng Grassroot Mns Non TxTotLbbyngGrassrootMnsNonTxGrp
Tot Lbby Expend Mns Lbbyng Non TxTotLbbyExpendMnsLbbyngNonTxGrp
VolunteersfalseVolunteersInd
Paid Staff Or ManagementfalsePaidStaffOrManagementInd
Media AdvertisementsfalseMediaAdvertisementsInd
Mailings MembersfalseMailingsMembersInd
Publications Or BroadcastfalsePublicationsOrBroadcastInd
Grants Other OrganizationsfalseGrantsOtherOrganizationsInd
Direct Contact LegislatorsfalseDirectContactLegislatorsInd
Rallies DemonstrationsYes (true)RalliesDemonstrationsInd
Rallies Demonstrations$79,793RalliesDemonstrationsAmt
Other ActivitiesfalseOtherActivitiesInd
Total Lobbying Expenditures$79,793TotalLobbyingExpendituresAmt
Not Described Section501c3falseNotDescribedSection501c3Ind
Form4720 Filed4912 Tax0Form4720Filed4912TaxInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE C, PART II-B; LINE 1GFormAndLineReferenceDesc
ExplanationDETAIL OF LOBBYING ACTIVITIES PRINCETON HEALTHCARE SYSTEM, A NEW JERSEY NONPROFIT CORPORATION, IS A MEMBER OF THE AMERICAN HOSPITAL ASSOCIATION, THE NEW JERSEY HOSPITAL ASSOCIATION AND THE FAIR SHARE HOSPITALS COLLABORATIVE. EACH ENGAGE IN LOBBYING EFFORTS ON BEHALF OF THEIR MEMBER HOSPITALS. A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITIES PERFORMED ON BEHALF OF THE ORGANIZATION.THIS ALLOCATION AMOUNTED TO $79,793 FOR FY2025.ExplanationTxt

Schedule D IRS990ScheduleD

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

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$237,008,308BeginningYearBalanceAmt
Contributions$12,107,983ContributionsAmt
Investment Earnings Or Losses$27,963,820InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$12,262,138OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$264,817,973EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$221,826,007BeginningYearBalanceAmt
Contributions$11,414,073ContributionsAmt
Investment Earnings Or Losses$15,336,076InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$11,567,848OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$237,008,308EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$219,519,347BeginningYearBalanceAmt
Contributions$0ContributionsAmt
Investment Earnings Or Losses$2,446,795InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$140,135OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$221,826,007EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$220,229,853BeginningYearBalanceAmt
Contributions$11,442,469ContributionsAmt
Investment Earnings Or Losses$92,658InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$12,245,633OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$219,519,347EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$156,468,152BeginningYearBalanceAmt
Contributions$10,129,993ContributionsAmt
Investment Earnings Or Losses$64,669,242InvestmentEarningsOrLossesAmt
Grants Or Scholarships$0GrantsOrScholarshipsAmt
Other Expenditures$11,037,534OtherExpendituresAmt
Administrative Expenses$0AdministrativeExpensesAmt
End Year Balance$220,229,853EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (true)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (true)RelatedOrgListSchRInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$41,322,800OtherCostOrOtherBasisAmt
Book Value$41,322,800BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$542,686,684OtherCostOrOtherBasisAmt
Depreciation$328,771,976DepreciationAmt
Book Value$213,914,708BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$22,530,422OtherCostOrOtherBasisAmt
Depreciation$10,768,324DepreciationAmt
Book Value$11,762,098BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$203,151,384OtherCostOrOtherBasisAmt
Depreciation$165,953,341DepreciationAmt
Book Value$37,198,043BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$68,119,098OtherCostOrOtherBasisAmt
Depreciation$22,487,907DepreciationAmt
Book Value$45,631,191BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$349,828,840TotalBookValueLandBuildingsAmt
Financial DerivativesFinancialDerivativesGrp
Closely Held Equity InterestsCloselyHeldEquityInterestsGrp

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
FIXED INCOME & MUTUAL FUNDS$264,817,972F
BOND PROCEEDS HELD BY TRUSTEE$10,415,850F
FieldValueIRS element (for citing)
Total Book Value Securities$275,233,822TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp (3 entries)

DescDescBook ValueBookValueAmt
OTHER RECEIVABLES$7,761,795
INVESTMENT IN PHS FOUNDATION$42,551,983
RIGHT TO USE LEASED ASSETS$64,364,170
FieldValueIRS element (for citing)
Total Book Value Other Assets$114,677,948TotalBookValueOtherAssetsAmt
Federal Income Tax Liability$0FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (7 entries)

DescDescAmtAmt
ACCRUED INTEREST PAYABLE$3,863,269
ACCRUED BENEFIT LIABILITY$4,867,715
EST 3RD-PARTY RETRO PAYABLE$1,959,296
PARK ASSESSMENT BOND$1,099
OTHER LIABILITIES$13,814,007
LEASE LIABILITIES$65,265,587
WORKER'S COMP LIABILITY$2,562,317
FieldValueIRS element (for citing)
Total Liability$92,333,290TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE D, PART V, LINE 4FormAndLineReferenceDesc
ExplanationINTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS ALL ENDOWMENT FUNDS ARE USED IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ---------------------------- SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2025 FINANCIAL STATEMENTS OF THE UNIVERSITY: 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.ExplanationTxt

Schedule H IRS990ScheduleH

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

Discounted Care Oth Percentage DiscountedCareOthPercentageGrp

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

Financial Assistance At Cost Typ FinancialAssistanceAtCostTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$5,693,203TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$1,786,074DirectOffsettingRevenueAmt
Net Community Benefit Expns$3,907,129NetCommunityBenefitExpnsAmt
Total Expense0.00610TotalExpensePct

Unreimbursed Medicaid UnreimbursedMedicaidGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$54,727,685TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$48,155,450DirectOffsettingRevenueAmt
Net Community Benefit Expns$6,572,235NetCommunityBenefitExpnsAmt
Total Expense0.01030TotalExpensePct

Total Financial Assistance Typ TotalFinancialAssistanceTyp

FieldValueIRS element (for citing)
Total Community Benefit Expns$60,420,888TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$49,941,524DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,479,364NetCommunityBenefitExpnsAmt
Total Expense0.01640TotalExpensePct

Community Health Services CommunityHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,320,043TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$150,222DirectOffsettingRevenueAmt
Net Community Benefit Expns$1,169,821NetCommunityBenefitExpnsAmt
Total Expense0.00180TotalExpensePct

Health Professions Education HealthProfessionsEducationGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$11,831,527TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$2,787,148DirectOffsettingRevenueAmt
Net Community Benefit Expns$9,044,379NetCommunityBenefitExpnsAmt
Total Expense0.01410TotalExpensePct

Subsidized Health Services SubsidizedHealthServicesGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$1,530,709TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$769,329DirectOffsettingRevenueAmt
Net Community Benefit Expns$761,380NetCommunityBenefitExpnsAmt
Total Expense0.00120TotalExpensePct

Total Other Benefits TotalOtherBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$14,682,279TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$3,706,699DirectOffsettingRevenueAmt
Net Community Benefit Expns$10,975,580NetCommunityBenefitExpnsAmt
Total Expense0.01710TotalExpensePct

Total Community Benefits TotalCommunityBenefitsGrp

FieldValueIRS element (for citing)
Total Community Benefit Expns$75,103,167TotalCommunityBenefitExpnsAmt
Direct Offsetting Revenue$53,648,223DirectOffsettingRevenueAmt
Net Community Benefit Expns$21,454,944NetCommunityBenefitExpnsAmt
Total Expense0.03350TotalExpensePct
FieldValueIRS element (for citing)
Bad Debt Expense ReportedYes (true)BadDebtExpenseReportedInd
Bad Debt Expense$17,927,527BadDebtExpenseAmt
Bad Debt Expense Attributable$537,826BadDebtExpenseAttributableAmt
Reimbursed By Medicare$132,018,336ReimbursedByMedicareAmt
Cost Of Care Reimbursed By Medcr$225,199,683CostOfCareReimbursedByMedcrAmt
Medicare Surplus Or Shortfall-$93,181,347MedicareSurplusOrShortfallAmt

Costing Methodology Used CostingMethodologyUsedGrp

FieldValueIRS element (for citing)
Cost Accounting SystemYes (X)CostAccountingSystemInd
FieldValueIRS element (for citing)
Written Debt Collection PolicyYes (true)WrittenDebtCollectionPolicyInd
Financial Assistance PrvsnYes (true)FinancialAssistancePrvsnInd

Management Co And Jnt Ventures ManagementCoAndJntVenturesGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtOrg Profit Or OwnershipOrgProfitOrOwnershipPctPhysicians Profit Or OwnershipPhysiciansProfitOrOwnershipPct
UMCP SURGICENTER
MEDICAL SERVICES0.26470.7353
PARTNERS LLC
FieldValueIRS element (for citing)
Hospital Facilities1HospitalFacilitiesCnt

Hospital Facilities HospitalFacilitiesGrp

FieldValueIRS element (for citing)
Facility1FacilityNum

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1PENN MEDICINE PRINCETON MEDICAL CTRBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1ONE PLAINSBORO ROADAddressLine1Txt
CityPLAINSBOROCityNm
State AbbreviationNJStateAbbreviationCd
ZIP08536ZIPCd
FieldValueIRS element (for citing)
Website Addresswww.pennmedicine.org/supporting-our-commWebsiteAddressTxt
State LicenseLICENSE #11103StateLicenseNum
Licensed HospitalYes (X)LicensedHospitalInd
General Medical And SurgicalYes (X)GeneralMedicalAndSurgicalInd
Teaching HospitalYes (X)TeachingHospitalInd
Emergency Room24 HrsYes (X)EmergencyRoom24HrsInd
Facility Reporting Group1FacilityReportingGroupCd

Hospital Fclty Policies Prctc HospitalFcltyPoliciesPrctcGrp

Hospital Facility Name HospitalFacilityName

FieldValueIRS element (for citing)
Business Name Line1PENN MEDICINE PRINCETON MEDICAL CTRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Facility1FacilityNum
First Licensed CY Or PYfalseFirstLicensedCYOrPYInd
Tax Exempt Hospital CY Or PYfalseTaxExemptHospitalCYOrPYInd
CHNA ConductedYes (true)CHNAConductedInd
Community DefinitionYes (X)CommunityDefinitionInd
Community DemographicsYes (X)CommunityDemographicsInd
Existing ResourcesYes (X)ExistingResourcesInd
How Data ObtainedYes (X)HowDataObtainedInd
Community Health NeedsYes (X)CommunityHealthNeedsInd
Other Health IssuesYes (X)OtherHealthIssuesInd
Community Hlth Needs Id ProcessYes (X)CommunityHlthNeedsIdProcessInd
Consulting ProcessYes (X)ConsultingProcessInd
Prior CHNA ImpactYes (X)PriorCHNAImpactInd
CHNA Conducted24CHNAConductedYr
Take Into Account Others InputYes (true)TakeIntoAccountOthersInputInd
CHNA Conducted With Other FcltsfalseCHNAConductedWithOtherFcltsInd
CHNA Conducted With Non FcltsYes (true)CHNAConductedWithNonFcltsInd
CHNA Report Widely AvailableYes (true)CHNAReportWidelyAvailableInd
Rpt Available On Own WebsiteYes (X)RptAvailableOnOwnWebsiteInd
Own Website URLSEE SCH H, PART V, SECTION COwnWebsiteURLTxt
Paper Copy Public InspectionYes (X)PaperCopyPublicInspectionInd
Implementation Strategy AdoptYes (true)ImplementationStrategyAdoptInd
Implementation Strategy Adpt24ImplementationStrategyAdptYr
Strategy Posted WebsiteYes (true)StrategyPostedWebsiteInd
Strategy Website URLSEE SCHEDULE H, PART V, SECTION CStrategyWebsiteURLTxt
Organization Incur Excise TaxfalseOrganizationIncurExciseTaxInd
Elig Criteria ExplainedYes (true)EligCriteriaExplainedInd
FPG Family Incm Lmt Free DscntYes (X)FPGFamilyIncmLmtFreeDscntInd
FPG Family Incm Lmt Free Care200.FPGFamilyIncmLmtFreeCarePct
FPG Family Incm Lmt Dscnt Care500.FPGFamilyIncmLmtDscntCarePct
Asset Level CriteriaYes (X)AssetLevelCriteriaInd
Medical Indigency CriteriaYes (X)MedicalIndigencyCriteriaInd
Insurance Status CriteriaYes (X)InsuranceStatusCriteriaInd
Underinsurance Stat CriteriaYes (X)UnderinsuranceStatCriteriaInd
Residency CriteriaYes (X)ResidencyCriteriaInd
Explained BasisYes (true)ExplainedBasisInd
App Financial Asst ExplnYes (true)AppFinancialAsstExplnInd
Described InfoYes (X)DescribedInfoInd
Described Suprt DocYes (X)DescribedSuprtDocInd
Provided Hospital ContactYes (X)ProvidedHospitalContactInd
Provided Nonprofit ContactYes (X)ProvidedNonprofitContactInd
Includes Publicity MeasuresYes (true)IncludesPublicityMeasuresInd
FAP Available On WebsiteYes (X)FAPAvailableOnWebsiteInd
FAP Available On Website URLSCH H, PART V, SECT. CFAPAvailableOnWebsiteURLTxt
FAP App Available On WebsiteYes (X)FAPAppAvailableOnWebsiteInd
FAP App Available On Website URLSCH H, PART V, SECT. CFAPAppAvailableOnWebsiteURLTxt
FAP Summary On WebsiteYes (X)FAPSummaryOnWebsiteInd
FAP Summary On Website URLSCH H, PART V, SECT. CFAPSummaryOnWebsiteURLTxt
FAP Avlbl On Request No ChargeYes (X)FAPAvlblOnRequestNoChargeInd
FAP App Avlbl On Request No ChrgYes (X)FAPAppAvlblOnRequestNoChrgInd
FAP Sum Avlbl On Request No ChrgYes (X)FAPSumAvlblOnRequestNoChrgInd
Notified FAP Copy Bill DisplayYes (X)NotifiedFAPCopyBillDisplayInd
Communtity Notified FAPYes (X)CommuntityNotifiedFAPInd
FAP TranslatedYes (X)FAPTranslatedInd
FAP Actions On NonpaymentYes (true)FAPActionsOnNonpaymentInd
Permit No ActionsYes (X)PermitNoActionsInd
Collection ActivitiesfalseCollectionActivitiesInd
Provided Written NoticeYes (X)ProvidedWrittenNoticeInd
Made Effort Orally NotifyYes (X)MadeEffortOrallyNotifyInd
Processed FAP ApplicationYes (X)ProcessedFAPApplicationInd
Made Presumptive Elig DetermYes (X)MadePresumptiveEligDetermInd
Nondis Emergency Care PolicyYes (true)NondisEmergencyCarePolicyInd
Look Back Medicaid Medcr PrvtYes (X)LookBackMedicaidMedcrPrvtInd
Amounts Generally BilledfalseAmountsGenerallyBilledInd
Gross ChargesfalseGrossChargesInd

Supplemental Information SupplementalInformationGrp (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, SECTION B, LINE 5 (INPUT FROM COMMUNITY)IMPROVING THE HEALTH OF A COMMUNITY IS ESSENTIAL TO ENHANCING THE QUALITY OF LIFE FOR RESIDENTS IN THE REGION AND SUPPORTING FUTURE SOCIAL AND ECONOMIC WELL-BEING. IN 2024, PRINCETON HEALTH COLLABORATED WITH THE HEALTH CARE IMPROVEMENT FOUNDATION (HCIF) A NON-PROFIT PUBLIC HEALTH ORGANIZATION BASED IN PHILADELPHIA, TO CONDUCT A CHNA TO EXPLORE THE NEEDS AND PRIORITIES OF COMMUNITY MEMBERS ACROSS PRINCETON HEALTH'S PRIMARY, SECONDARY, AND TERTIARY SERVICE AREAS LOCATED PRIMARILY WITHIN MERCER, MIDDLESEX, AND SOMERSET COUNTIES. FEATURING QUALITATIVE AND QUANTITATIVE DATA GATHERED THROUGHOUT 2023 AND 2024, THIS REPORT PROVIDES AN OVERVIEW OF KEY FINDINGS AND POTENTIAL SOLUTIONS FOR FUTURE IMPLEMENTATION. THE CHNA WAS GUIDED BY PRINCETON HEALTH'S COMMUNITY WELLNESS PROGRAM TEAM, WHO FORMED AND LED A COMMUNITY REPRESENTING A DIVERSE CROSS SECTION OF FIELDS AND SECTORS. THE COMMUNITY WELLNESS PROGRAM'S APPROACH TO THE CHNA REFLECTS THE PROGRAM'S FOUNDATIONAL FOCUS OF ADDRESSING KEY SOCIAL DRIVERS THAT INFLUENCE THE COMMUNITY'S ABILITY TO PROMOTE AND SUPPORT THE HEALTHIEST AND HIGHEST QUALITY OF LIFE FOR ALL. ALTHOUGH PRINCETON HEALTH'S SERVICE AREA REFLECTS SPECIFIC ZIP CODES WITHIN THESE COUNTIES, PUBLICLY AVAILABLE HEALTH INDICATORS WERE REPORTED AT THE COUNTY LEVEL. PRINCETON HEALTH IS COMMITTED TO SUPPORTING AND BEING RESPONSIVE TO THE IDENTIFIED COMMUNITY HEALTH NEEDS OF PATIENTS WITHIN THE PRIMARY, SECONDARY, AND TERTIARY SERVICE AREAS OF THESE AND ADDITIONAL COUNTIES. QUANTITATIVE DATA WERE ACQUIRED FROM LOCAL, STATE AND FEDERAL SOURCES. A DATA ANALYSIS CONSULTANT COMPILED, ANALYZED, AND AGGREGATED OVER 85 HEALTH INDICATORS ENCOMPASSING DATA ON ACCESS TO CARE, COMMUNITY DEMOGRAPHIC CHARACTERISTICS, CHRONIC DISEASE AND HEALTH BEHAVIORS, MATERNAL HEALTH, MENTAL AND BEHAVIORAL HEALTH, SOCIAL AND ECONOMIC CONDITIONS, SUBSTANCE USE AND MORE. TO DEVELOP A COMPREHENSIVE PICTURE OF THE FULL LANDSCAPE OF COMMUNITY HEALTH, DATA WERE COMPILED FROM OVER 30 SOURCES. QUALITATIVE DATA WERE COLLECTED THROUGH TWO MECHANISMS: - PRINCETON HEALTH ORGANIZED AND FACILITATED GUIDED DISCUSSIONS WITH COMMUNITY RESIDENTS AND SERVICE PROVIDERS AND INTERVIEWS WITH COMMUNITY STAKEHOLDERS. COMMUNITY DISCUSSIONS WERE CONDUCTED WITH EMERGENCY MEDICAL SERVICE PROVIDERS, FAITH[1]BASED LEADERS, LGBTQ+ COMMUNITY MEMBERS, PARENTS, PATIENT AND FAMILY ADVOCATES, PUBLIC HEALTH OFFICERS, OLDER ADULTS, AND ORGANIZATIONS FOCUSED ON MATERNAL AND CHILD HEALTH. INTERVIEWEES INCLUDED LEADERS IN THE FIELDS OF FOOD SECURITY, HOUSING, TRANSPORTATION, AND MENTAL AND BEHAVIORAL HEALTH. - TO ENSURE A BROADER REACH AND TO HEAR FROM COMMUNITY MEMBERS BEYOND THE FACILITATED DISCUSSIONS, A COMMUNITY HEALTH SURVEY WAS FIELDED BOTH ONLINE AND ON PAPER TO INDIVIDUALS WHO LIVE AND/OR WORK/VOLUNTEER IN MERCER, MIDDLESEX, AND SOMERSET COUNTIES. THE SURVEY RECEIVED 528 RESPONSES. THE 2024 CHNA WAS PRIMARILY LED BY PRINCETON HEALTH'S COMMUNITY WELLNESS PROGRAM TEAM, IN COORDINATION WITH A COMMUNITY ADVISORY BOARD (CAB). THESE TWO ENTITIES WORKED COLLABORATIVELY TO UNDERSTAND THE STATE OF HEALTH ACROSS THE REGION FROM PRE-CONCEPTION TO END-OF LIFE. THEIR APPROACH PRIORITIZED EQUITY AND COMMUNITY ENGAGEMENT BY RECRUITING DIVERSE REPRESENTATION ON THE CAB AND IN COMMUNITY DISCUSSIONS. THE CORE GEOGRAPHIC SCOPE OF THE ASSESSMENT INCLUDED MERCER, MIDDLESEX, AND SOMERSET COUNTIES. SIMILAR TO PREVIOUS CHNAS, PRINCETON HEALTH AND HCIF GATHERED DATA THROUGH A MIXED METHODS APPROACH - ANALYZING AND INTEGRATING BOTH QUANTITATIVE AND QUALITATIVE DATA AS A MEANS TO DEVELOPING A BROAD, BUT ROBUST, PICTURE OF THE REGION'S CURRENT COMMUNITY HEALTH STATUS AND NEEDS, AS WELL AS THE COMMUNITY'S VISION FOR THE FUTURE. ROBUST COMMUNITY FEEDBACK WAS GATHERED THROUGH COMMUNITY GROUP DISCUSSIONS, KEY INFORMANT INTERVIEWS, AND CONVERSATIONS WITH PRINCETON HEALTH REPRESENTATIVES. TWO REPRESENTATIVES FROM THE PRINCETON HEALTH COMMUNITY WELLNESS TEAM, DEB MILLAR AND CRAIG HARLEY, FACILITATED THE DISCUSSIONS WITH SUPPORT FROM ADDITIONAL TEAM MEMBERS. THROUGH A COLLABORATIVE PROCESS WITH THE CAB, SEVERAL PRIORITY HEALTH TOPICS WERE IDENTIFIED. THE CAB MEMBERS THEN VOTED FOR THE TOPICS WHICH THEY FELT TO BE OF HIGHEST PRIORITY AND A LIST OF TOPIC AREAS WERE DEVELOPED WHICH DROVE THE QUALITATIVE DISCUSSIONS, AS WELL AS IDENTIFIED SPECIFIC SPOTLIGHT TOPICS. ULTIMATELY THE TOPICS THAT WERE CHOSEN OF HIGHEST IMPORTANCE, INCLUDED: COMMUNITY SERVICES AND SUPPORT, MATERNAL HEALTH, TRANSPORTATION AND ACCESS TO SERVICES, MENTAL AND BEHAVIORAL HEALTH, LGBTQ+ HEALTH, AND OLDER ADULTS. BASED ON THESE PRIORITIES, THE CAB DETERMINED WHICH ORGANIZATIONS AND COMMUNITY MEMBERS TO ENGAGE IN FURTHER DISCUSSION. PARTICIPANTS IN THE QUALITATIVE DISCUSSIONS WERE SELECTED BASED ON THEIR KNOWLEDGE AND RELATIONSHIP WITH THE COMMUNITY THEY REPRESENT. DISCUSSIONS WERE LIMITED TO INVITEES AND WERE HOSTED BOTH VIRTUALLY AND IN-PERSON. PARTICIPANTS WERE NOT INCENTIVIZED FOR THEIR PARTICIPATION, PROVIDING EVIDENCE OF THE DEEP ENGAGEMENT AND COMMITMENT BY PARTICIPANTS TO PROVIDE FEEDBACK ON BEHALF OF THEIR COMMUNITY. THE DISCUSSIONS GENERALLY LASTED 60 MINUTES. DISCUSSION TOPICS INCLUDED: STRENGTHS AND CONCERNS IN THE COMMUNITY, HEALTH CHALLENGES, VULNERABLE POPULATIONS, ACCESS TO HEALTHCARE, PROGRAMS OR SERVICES TO ADDRESS IDENTIFIED CHALLENGES, AND A VISION OF THE COMMUNITY IN THE FUTURE. IN TOTAL, 114 COMMUNITY MEMBERS AND REPRESENTATIVES PARTICIPATED IN 21 DISCUSSION GROUPS AND INTERVIEWS. FOR MORE INFORMATION, PLEASE SEE: HTTPS://WWW.PRINCETONHCS.ORG/COMMUNITY?_GA=2.XXX-XX-XXXX.1738351937.164 8747859-XXX-XX-XXXX.1582304010 --------------------
PART V, SECTION B, LINE 6B (JOINT CHNA)AS A WAY TO ENSURE THAT PRINCETON HEALTH IS ACHIEVING ITS MISSION AND MEETING THE NEEDS OF THE COMMUNITY, AND IN FURTHERANCE OF ITS OBLIGATIONS UNDER THE AFFORDABLE CARE ACT, PRINCETON HEALTH ENGAGED HEALTH RESOURCES IN ACTION (HRIA), A NON-PROFIT PUBLIC HEALTH CONSULTANCY ORGANIZATION, TO CONDUCT THE CHNA. --------------------
PART V, SECTION B, LINE 7 (CHNA PUBLIC AVAILABILITY)A COPY OF THE ORGANIZATION'S CHNA CAN BE ACCESSED AT: https://www.pennmedicine.org/supporting-our-communities --------------------
PART V, SECTION B, LINE 11 (ADDRESSING SIGNIFICANT NEEDS)FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE THE FOLLOWING: HTTPS://WWW.PENNMEDICINE.ORG/SUPPORTING-OUR-COMMUNITIES --------------------
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.PRINCETONHCS.ORG/OUR-LOCATIONS/PMC/BILLING-AND- INSURANCE/BILLING --------------------
FieldValueIRS element (for citing)
Facility14FacilityNum

Oth Hlth Care Fclts Not Hospital OthHlthCareFcltsNotHospitalGrp

Oth Hlth Care Fclts OthHlthCareFcltsGrp (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdFacilityFacilityTxt
PRINCETON HOUSE BEHAVIORAL HEALTH
351 NEW ALBANY ROADmoorestownNJ08057OUTPATIENT BEHAVIORAL PROGRAM
PRINCETON HOUSE BEHAVIORAL HEALTH
1460 LIVINGSTON AVENUENORTH BRUNSWICKNJ08902OUTPATIENT BEHAVIORAL PROGRAM
PRINCETON HOUSE BEHAVIORAL HEALTH
300 CLOCKTOWER ROAD SUITE 101hamiltonNJ08690OUTPATIENT BEHAVIORAL PROGRAM
PRINCETON HOUSE BEHAVIORAL HEALTH
1000 HERRONTOWN ROADPRINCETONNJ08542OUTPATIENT BEHAVIORAL PROGRAM
PRINCETON HOUSE BEHAVIORAL HEALTH
741 MOUNT LUCAS ROADprincetonNJ08542OUTPATIENT BEHAVIORAL PROGRAM
PRINCETON HOMECARE SERVICES
88 PRINCETON HIGHTSTOWN ROADWEST WINDSORNJ08550HOMECARE & VISITING NURSE
BREAST HEALTH CENTER
300B PRINCETON HIGHTSTOWN ROADEAST WINDSORNJ08512OUTPATIENT DIAGNOSIS & TREATMENT
PRINCETON HOUSE BEHAVIORAL HEALTH
615 HOPE ROADEATONTOWNNJ07742OUTPATIENT BEHAVIORAL PROGRAM
UMCPP OUTPATIENT REHABILITATION
1225 STATE ROADPRINCETONNJ08542PHYSICAL THERAPY & OCCUPATIONAL MEDICINE
UMCPP OUTPATIENT REHAB AT MONROE
2 CENTRE DRIVE SUITE 500MONROENJ08831PHYSICAL THERAPY & OCCUPATIONAL MEDICINE
UMCPP OUTPATIENT REHAB AT HAMILTON
1315 WHITEHORSE-MERCERVILLE RD STEHAMILTONNJ08619PHYSICAL THERAPY & OCCUPATIONAL MEDICINE
UMCPP EAST WINDSOR PATIENT SVC CENTER
300A PRINCETON HIGHTSTOWN ROADEAST WINDSORNJ08512LAB DRAW CENTER
SOUTH BRUNSWICK WELLNESS CENTER
540 RIDGE ROADMONMOUTH JUNCTIONNJ08852LAB DRAW CENTER
UMCPP ALEXANDER ROAD PATIENT SVC CENTER
731 ALEXANDER ROAD SUITE 103PRINCETONNJ08540LAB DRAW CENTER

Supplemental Information Detail SupplementalInformationDetail (12 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 3C (OTHER FACTORS IN DETERMINING ELIGIBILITY)IN ADDITION TO THE FEDERAL POVERTY GUIDELINES, PRINCETON HEALTHCARE SYSTEM ("PHCS") USES OTHER FACTORS IN DETERMINING ELIGIBILITY CRITERIA FOR FREE AND DISCOUNTED CARE. OTHER FACTORS TO DETERMINE ELIGIBILITY INCLUDE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. ADDITIONAL INFORMATION WITH RESPECT TO PHCS' ELIGIBILITY CRITERIA FOR FINANCIAL ASSISTANCE IS OUTLINED BELOW. CHARITY CARE ------------ CHARITY CARE ASSISTANCE IS FREE OR AT A REDUCED CHARGE CARE WHICH IS AVAILABLE TO PATIENTS WHO RECEIVE INPATIENT AND OUTPATIENT SERVICES AT ACUTE CARE HOSPITALS THROUGHOUT THE STATE OF NEW JERSEY. CHARITY CARE DISCOUNTS ARE IN COMPLIANCE WITH REGULATIONS ESTABLISHED IN NJAC 10:52, SUBCHAPTERS 11, 12, 13. CHARITY CARE IS AVAILABLE TO NEW JERSEY RESIDENTS WHO: 1) HAVE NO HEALTH COVERAGE OR HAVE COVERAGE THAT PAYS ONLY PART OF THE BILL; 2) ARE INELIGIBLE FOR ANY PRIVATE OR GOVERNMENTAL SPONSORED COVERAGE (SUCH AS MEDICAID); AND 3) MEET THE INCOME AND ASSETS CRITERIA DESCRIBED BELOW. CHARITY CARE IS AVAILABLE TO THOSE THAT DO NOT QUALIFY FOR STATE OR FEDERAL PROGRAMS. INCOME CRITERIA - PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 200% OF THE FEDERAL POVERTY GUIDELINES ("FPG") ARE ELIGIBLE FOR 100% CHARITY CARE COVERAGE. PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 200% BUT LESS THAN OR EQUAL TO 300% OF FPG ARE ELIGIBLE FOR DISCOUNTED CARE UNDER THE CHARITY CARE PROGRAM. FREE OR DISCOUNTED CHARGES ARE DETERMINED BY THE FOLLOWING FEE SCHEDULE: INCOME AS A PERCENTAGE OF HHS POVERTY INCOME GUIDELINES ------------------------------------------------------- LESS THAN OR EQUAL TO 200% -- 0% OF MEDICAID RATE GREATER THAN 200% BUT LESS THAN OR EQUAL TO 225% -- 20% OF MEDICAID RATE GREATER THAN 225% BUT LESS THAN OR EQUAL TO 250% -- 40% OF MEDICAID RATE GREATER THAN 250% BUT LESS THAN OR EQUAL TO 275% -- 60% OF MEDICAID RATE GREATER THAN 275% BUT LESS THAN OR EQUAL TO 300% -- 80% OF MEDICAID RATE GREATER THAN 300% -- UNINSURED DISCOUNT RATE AVAILABLE ASSETS CRITERIA - A PATIENT'S INDIVIDUAL ASSETS CANNOT EXCEED $7,500 AND FAMILY ASSETS CANNOT EXCEED $15,000 AS OF THE DATE OF SERVICE IN ORDER TO BE ELIGIBLE. CHARITY CARE MAY BE AVAILABLE TO NON-NEW JERSEY RESIDENTS, SUBJECT TO SPECIFIC PROVISIONS (SUCH AS EMERGENCY MEDICAL CONDITIONS). CHARITY CARE IS AVAILABLE ONLY FOR EMERGENCY OR OTHER MEDICALLY NECESSARY HOSPITAL CARE. SOME SERVICES SUCH AS PHYSICIAN FEES, ANESTHESIOLOGY FEES, AND RADIOLOGY INTERPRETATION ARE SEPARATE FROM HOSPITAL CHARGES AND MAY NOT BE ELIGIBLE FOR REDUCTION. NEW JERSEY UNINSURED DISCOUNT ----------------------------- THE NEW JERSEY UNINSURED DISCOUNT (NJ LAW - BILL S-1797/A-2609) IS AVAILABLE TO UNINSURED PATIENTS WHOSE FAMILY GROSS INCOME IS LESS THAN 500% OF FPG. HOWEVER, PRINCETON HAS ELECTED TO APPLY THIS DISCOUNT TO ALL UNINSURED PATIENTS IRRESPECTIVE OF INCOME LEVEL OR RESIDENCY. UNDER THIS PROGRAM, AN ELIGIBLE PATIENT WILL BE CHARGED AN AMOUNT NO GREATER THAN 115% OF THE MEDICARE FEE SCHEDULE. UNINSURED BILLING LIMITS ARE IN ACCORDANCE WITH NJ P.L. 2008 C60. MEDICAID -------- MEDICAID PROVIDES HEALTH COVERAGE TO MILLIONS OF AMERICANS, INCLUDING CHILDREN, PREGNANT WOMEN, PARENTS, SENIORS AND INDIVIDUALS WITH DISABILITIES. IN GENERAL FOR THIS BENEFIT PROGRAM, A PATIENT MUST BE A UNITED STATES CITIZEN, LEGAL ALIEN OR PERMANENT RESIDENT, AND HAVE LOW INCOME. ADDITIONALLY, PATIENTS MUST ALSO BE A RESIDENT OF THE STATE OF NEW JERSEY. THERE ARE SEVERAL TYPES OF MEDICAID AVAILABLE THROUGH THE NEW JERSEY DEPARTMENT OF HEALTH. PRINCETON FINANCIAL COUNSELORS WILL HELP DETERMINE ELIGIBILITY BASED UPON EACH PATIENT'S CIRCUMSTANCES. NJ FAMILYCARE ------------- NJ FAMILYCARE IS NEW JERSEY'S PUBLICLY FUNDED HEALTH INSURANCE PROGRAM WHICH INCLUDES CHIP, MEDICAID AND MEDICAID EXPANSION POPULATIONS. NJ FAMILYCARE IS A FEDERAL AND STATE FUNDED HEALTH INSURANCE PROGRAM CREATED TO HELP QUALIFIED NEW JERSEY RESIDENTS OF ANY AGE ACCESS TO AFFORDABLE HEALTH INSURANCE. NJ FAMILYCARE IS FOR PEOPLE WHO DO NOT HAVE EMPLOYER INSURANCE. FINANCIAL ELIGIBILITY FOR INDIVIDUALS SEEKING ELIGIBILITY FOR NJ FAMILYCARE WILL BE BASED ON THEIR MODIFIED ADJUSTED GROSS INCOME OR MAGI. NJ FAMILYCARE ELIGIBILITY GUIDELINES ARE ESTABLISHED BY THE STATE OF NEW JERSEY AND CAN BE FOUND AT WWW.NJFAMILYCARE.ORG. A PATIENT CAN BE PRESUMED ELIGIBLE FOR NJ FAMILYCARE ONLY ONCE IN A TWELVE MONTH PERIOD. CATASTROPHIC ILLNESS IN CHILDREN'S RELIEF FUND ---------------------------------------------- THE CATASTROPHIC ILLNESS IN CHILDREN RELIEF FUND PROVIDES FINANCIAL ASSISTANCE TO FAMILIES OF CHILDREN WITH A CATASTROPHIC ILLNESS. IN ORDER TO BE ELIGIBLE, HOSPITAL EXPENSES MUST EXCEED 10% OF THE FAMILY'S GROSS INCOME, PLUS 15% OF ANY EXCESS INCOME OVER $100,000, THE CHILD MUST HAVE BEEN 21 YEARS OR YOUNGER WHEN THE MEDICAL EXPENSES WERE INCURRED AND THE FAMILY MUST HAVE LIVED IN NEW JERSEY FOR 3 MONTHS IMMEDIATELY PRIOR TO THE DATE OF APPLICATION. NEW JERSEY VICTIMS OF CRIME COMPENSATION OFFICE ----------------------------------------------- THE STATE OF NEW JERSEY HAS ESTABLISHED THE NEW JERSEY VICTIMS OF CRIME COMPENSATION, TO COMPENSATE VICTIMS OF CRIME FOR LOSSES AND EXPENSES, INCLUDING CERTAIN MEDICAL EXPENSES, RESULTING FROM CERTAIN CRIMINAL ACTS. IN ORDER TO BE ELIGIBLE FOR NEW JERSEY VICTIMS OF CRIME COMPENSATION, THE CRIME MUST HAVE OCCURRED IN NEW JERSEY OR MUST RELATE TO A NEW JERSEY RESIDENT VICTIMIZED OUTSIDE OF THE STATE. THE VICTIM MUST HAVE REPORTED THE CRIME TO POLICE WITHIN 9 MONTHS AND THE VICTIM MUST COOPERATE WITH THE INVESTIGATION AND PROSECUTION OF THE CRIME. THE CLAIM MUST BE FILED WITHIN 3 YEARS OF THE DATE OF THE CRIME AND THE PATIENT MUST BE AN INNOCENT VICTIM OF THE CRIME. AMOUNT GENERALLY BILLED ("AGB") ------------------------------- PURSUANT TO INTERNAL REVENUE CODE 501(R)(5), IN THE CASE OF EMERGENCY OR OTHER MEDICALLY NECESSARY CARE, FAP-ELIGIBLE PATIENTS WILL NOT BE CHARGED MORE THAN AN INDIVIDUAL WHO HAS INSURANCE COVERING SUCH CARE. ALL PATIENTS ELIGIBLE FOR ASSISTANCE UNDER THIS FAP MAY BE ELIGIBLE FOR THIS DISCOUNT. THIS INCLUDES UNINSURED PATIENTS AND UNDERINSURED PATIENTS IF THEIR FAMILY GROSS INCOME IS GREATER THAN 200% BUT LESS THAN OR EQUAL TO 500% OF FPG. --------------------
PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED)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)COMMUNITY BUILDING ACTIVITIES UNDERTAKEN BY THIS ORGANIZATION IMPROVE THE MEDICAL AND SOCIOECONOMIC WELL-BEING OF THE COMMUNITIES IN ITS CARE. THIS IS ACCOMPLISHED THROUGH SERVICE ON STATE AND REGIONAL ADVOCACY COMMITTEES AND BOARDS, VOLUNTEERISM WITH LOCAL COMMUNITY-BASED NON-PROFIT ADVOCACY GROUPS, PARTICIPATION IN CONFERENCES AND OTHER EDUCATIONAL ACTIVITIES TO PROMOTE UNDERSTANDING OF THE ROOT CAUSES OF HEALTH CONCERNS. THIS ORGANIZATION PROVIDES EDUCATIONAL MATERIALS, CONDUCTS COMMUNITY HEALTH FAIRS AND HOLDS HEALTH EDUCATION SEMINARS AND OUTREACH SESSIONS FOR ITS PATIENTS AND FOR COMMUNITY PROVIDERS. PRESENTATIONS ARE PROVIDED BY PHYSICIANS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. IN ADDITION TO PROVIDING DIRECT PATIENT CHARITY CARE AND IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, THE SYSTEM PROVIDES COMMUNITY EDUCATION, OUTREACH, LECTURES, TRAININGS, HEALTH SCREENINGS, AND SPECIAL EVENTS TO PATIENTS RESIDING IN MERCER, MIDDLESEX, AND SOMERSET COUNTIES. MAJOR PROGRAMS INCLUDE SPECIAL HEALTH OUTREACH EFFORTS DIRECTED TO DIVERSE POPULATIONS. THE SYSTEM IS ALSO LIAISONED WITH PARTNERSHIPS IN THE LOCAL YMCAs, YWCAs, SCHOOLS, SENIOR CENTERS, CORPORATIONS, PLACES OF WORSHIP, AND PUBLIC LIBRARIES FOR A VARIETY OF HEALTH ISSUES ACROSS ONE'S LIFESPAN. --------------------
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 AN ESTIMATE OF AGED UNCOLLECTIBLE ACCOUNTS RECEIVABLE (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) THE ESTIMATED COST OF PROVIDING CHARITY SERVICES IS BASED ON VALUING ALL CHARITY CARE CLAIMS USING THE SYSTEM'S DECISION SUPPORT SYSTEM THAT UTILIZES COST TO CHARGE RATIOS DERIVED FROM THE MOST RECENTLY FILED MEDICARE COST REPORTS. DEPARTMENT OF HEALTH AND HUMAN SERVICES CHARITY CARE GUIDELINES REQUIRE PARTICIPATION AND SPECIFIC DOCUMENTATION OF THE PATIENT IN ORDER TO BE IDENTIFIED AS A CHARITY CARE ACCOUNT. IN ADDITION TO CHARITY CARE, THE SYSTEM PROVIDES A SIGNIFICANT AMOUNT OF COMMUNITY BENEFIT THAT INCLUDES COMMUNITY OUTREACH PROGRAMS, SUBSIDIZED MEDICAL EDUCATION COSTS AND UNREIMBURSED COSTS OF PROVIDING CARE TO MEDICARE AND MEDICAID BENEFICIARIES. -------------------- 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 THE ORGANIZATION'S MEDICARE COST REPORT. CONSISTENT WITH THE CHARTIABLE 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, SECTION B, LINE 9B (COLLECTION PRACTICES)THE PRIMARY MISSION OF THE ORGANIZATION IS TO IMPROVE THE OVERALL HEALTH STATUS OF THE COMMUNITY IT SERVES. PRINCETON HEALTH IS COMMITTED TO PROVIDING HIGH QUALITY AND AFFORDABLE HEALTHCARE TO ALL INDIVIDUALS WHO SEEK SERVICES. THEREFORE, THE ORGANIZATION MAKES EVERY EFFORT TO WORK WITH ITS PATIENTS TO HELP IN THE PAYMENT OF BILLS. THIS ASSISTANCE INCLUDES PROVIDING PATIENTS WITH ACCESS TO A FINANCIAL COUNSELOR, ASSISTING NEW JERSEY STATE RESIDENTS OBTAIN FINANCIAL ASSISTANCE, AND ESTABLISHING PAYMENT PLANS FOR EASE OF PAYMENT. ALL PATIENTS WILL BE SCREENED BY A PRINCETON HEALTH FINANCIAL ASSISTANCE COUNSELOR TO DETERMINE IF THEY QUALIFY FOR INSURANCE PRIOR TO THE DETERMINATION OF FAP-ELIGIBILITY. THE ORGANIZATION ADHERES TO ALL FEDERAL, STATE, LOCAL, AND PFS DEEMED CONTRACTUAL REGULATIONS AND STANDARDS TO ENSURE PROPER AND LEGAL OPERATIONS. THIS ENCOMPASSES, BUT IS NOT LIMITED TO, THE FOLLOWING: 1) BILLING PROCEDURES, BOTH INSURANCE AND INPATIENT; 2) COLLECTIONS, BOTH BAD DEBT AND MEDICARE BAD DEBT; 3) BAD DEBT RECOVERY, BOTH "REGULAR" BAD DEBT AND MEDICARE BAD DEBT; AND 4) MAINTENANCE OF THE CONFIDENTIALITY AND SECURITY OF PROTECTED HEALTH INFORMATION. PRINCETON HEALTH WILL NOT ENGAGE IN ANY ACTIONS THAT DISCOURAGE INDIVIDUALS FROM SEEKING EMERGENCY MEDICAL CARE, SUCH AS DEMANDING EMERGENCY DEPARTMENT PATIENTS PAY BEFORE RECEIVING TREATMENT FOR EMERGENCY MEDICAL CONDITIONS OR PERMITTING DEBT COLLECTION ACTIVITIES IN THE EMERGENCY DEPARTMENT OR OTHER AREAS WHERE SUCH ACTIVITIES COULD INTERFERE WITH THE PROVISION OF EMERGENCY CARE ON A NON-DISCRIMINATORY BASIS. PRINCETON HEALTH UTILIZES PRESUMPTIVE ELIGIBILITY DETERMINATIONS FOR PATIENTS IN ITS EMERGENCY DEPARTMENT AND ITS MATERNITY CLINICS. IF A PATIENT IS PRESUMPTIVELY DETERMINED TO BE ELIGIBLE FOR LESS THAN THE MOST GENEROUS ASSISTANCE AVAILABLE UNDER THE FAP, PRINCETON HEALTH WILL NOTIFY THE PATIENT, IN WRITING, REGARDING THE BASIS FOR THE PRESUMPTIVE FINANCIAL ASSISTANCE ELIGIBILITY DETERMINATION AND HOW THEY MAY APPLY FOR MORE GENEROUS ASSISTANCE. A COPY OF THE PLS WILL ALSO BE PROVIDED IN THESE INSTANCES. IN ACCORDANCE WITH INTERNAL REVENUE CODE SECTION 501(R)(6), PRINCETON HEALTH DOES NOT ENGAGE IN ANY EXTRAORDINARY COLLECTION ACTIONS ("ECAS") PRIOR TO THE EXPIRATION OF THE "NOTIFICATION PERIOD". THE NOTIFICATION PERIOD IS DEFINED AS A 120-DAY PERIOD, WHICH BEGINS ON THE DATE OF THE 1ST POST DISCHARGE BILLING STATEMENT, IN WHICH NO ECAS MAY BE INITIATED AGAINST THE PATIENT. PRINCETON HEALTH MAY AUTHORIZE THIRD PARTIES TO INITIATE ECAS ON DELINQUENT PATIENT ACCOUNTS AFTER THE NOTIFICATION PERIOD. PRINCETON HEALTH WILL ENSURE REASONABLE EFFORTS HAVE BEEN TAKEN TO DETERMINE WHETHER AN INDIVIDUAL IS ELIGIBLE FOR FINANCIAL ASSISTANCE UNDER ITS FINANCIAL ASSISTANCE PROGRAM. PRINCETON HEALTH WILL TAKE THE FOLLOWING ACTIONS AT LEAST 30 DAYS PRIOR TO INITIATING ANY ECA: 1) THE PATIENT HAS BEEN PROVIDED WITH WRITTEN NOTICE WHICH: - INDICATES THAT FINANCIAL ASSISTANCE IS AVAILABLE FOR ELIGIBLE PATIENTS; - IDENTIFIES THE ECAS THAT PRINCETON INTENDS TO INITIATE TO OBTAIN PAYMENT FOR THE CARE; AND - STATES A DEADLINE AFTER WHICH SUCH ECAS MAY BE INITIATED. 2) THE PATIENT HAS RECEIVED A COPY OF THE PLAIN LANGUAGE SUMMARY WITH THIS WRITTEN NOTIFICATION; AND 3) REASONABLE EFFORTS HAVE BEEN MADE TO ORALLY NOTIFY THE INDIVIDUAL ABOUT THE FAP AND HOW THE INDIVIDUAL MAY OBTAIN ASSISTANCE WITH THE FINANCIAL ASSISTANCE APPLICATION PROCESS. SUBSEQUENT TO THE NOTIFICATION PERIOD PRINCETON HEALTH, OR ANY THIRD PARTIES ACTING ON THEIR BEHALF, MAY INITIATE THE FOLLOWING ECAS AGAINST A PATIENT FOR AN UNPAID BALANCE IF THE PATIENT HASN'T APPLIED FOR OR IS DEEMED INELIGIBLE FOR FINANCIAL ASSISTANCE: 1) REPORTING ADVERSE INFORMATION ABOUT THE INDIVIDUAL TO CONSUMER CREDIT REPORTING AGENCIES OR CREDIT BUREAUS; 2) PLACING A LIEN ON AN INDIVIDUAL'S PROPERTY; 3) FORECLOSING ON AN INDIVIDUAL'S REAL PROPERTY; 4) COMMENCING A CIVIL ACTION AGAINST AN INDIVIDUAL; AND 5) CAUSING AN INDIVIDUAL TO BE SUBJECT TO A WRIT OF BODY ATTACHMENT --------------------
PART VI, LINE 2 (NEEDS ASSESSMENT)FOR MORE INFORMATION REGARDING HOW PRINCETON HEALTH IS ASSESSING THE NEEDS OF THE COMMUNITIES IT SERVES, PLEASE SEE: https://www.pennmedicine.org/supporting-our-communities --------------------
PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE)PRINCETON HEALTH ACTIVELY INFORMS AND EDUCATES PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE AND PROMOTES ITS PATIENT FRIENDLY BILLING AND COLLECTION PROCESS THROUGH MULTIPLE CHANNELS. THIS IS AN INTEGRAL PART OF ITS CODE OF ETHICS AND VALUE STATEMENT. THE ORGANIZATION INFORMS AND EDUCATES PATIENTS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR FINANCIAL ASSISTANCE IN THE FOLLOWING WAYS: PRINCETON HEALTH HAS CREATED A PLAIN LANGUAGE SUMMARY ("PLS") OF ITS FINANCIAL ASSISTANCE POLICY ("FAP"). A PLS IS A WRITTEN STATEMENT THAT NOTIFIES AN INDIVIDUAL THAT THE HOSPITAL FACILITY OFFERS FINANCIAL ASSISTANCE UNDER THE FAP AND PROVIDES ADDITIONAL INFORMATION IN LANGUAGE THAT IS CLEAR, CONCISE AND EASY TO UNDERSTAND. PRINCETON HEALTH'S FAP, APPLICATION AND PLS ARE AVAILABLE IN ENGLISH AND IN THE PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH ("LEP") THAT CONSTITUTE THE LESSER OF 1,000 INDIVIDUALS OR 5% OF THE ORGANIZATION'S PRIMARY SERVICE AREA. ADDITIONALLY, PRINCETON HEALTH PROVIDES LANGUAGE INTERPRETING AND TRANSLATION SERVICES, AND PROVIDES INFORMATION TO PATIENTS WITH VISION, SPEECH, HEARING OR COGNITIVE IMPAIRMENTS IN A MANNER THAT MEETS THE PATIENT'S NEEDS. THE FAP, APPLICATION AND PLS ARE ALL POSTED ON THE FOLLOWING PRINCETON HEALTH WEBSITE: WWW.PRINCETONHCS.ORG, AND ARE AVAILABLE FREE OF CHARGE, UPON REQUEST. PAPER COPIES OF THESE DOCUMENTS ARE ALSO AVAILABLE IN VARIOUS AREAS THROUGHOUT THE HOSPITAL, WHICH INCLUDE THE EMERGENCY DEPARTMENT AND ADMISSION/REGISTRATION DEPARTMENTS. SIGNS AND DISPLAYS, TO INFORM PATIENTS ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE, ARE POSTED IN EMERGENCY ROOMS AND THE ADMITTING/REGISTRATION DEPARTMENTS. THESE SIGNS ARE POSTED IN ENGLISH AND IN SPANISH. ALL PATIENTS WILL BE OFFERED A COPY OF THE PLS AS PART OF THE INTAKE OR DISCHARGE PROCESS. THE AVAILABILITY OF ALL PROGRAMS APPEARS ON BILLING STATEMENTS. EACH BILLING STATEMENT INCLUDES CONSPICUOUS WRITTEN NOTICE WHICH INFORMS THE RECIPIENT ABOUT THE AVAILABILITY OF FINANCIAL ASSISTANCE. THE STATEMENT ALSO INCLUDES THE WEBSITE OF WHERE AN INDIVIDUAL CAN OBTAIN COPIES OF THE FAP, APPLICATION, AND PLS. ADDITIONALLY, IT INCLUDES THE TELEPHONE NUMBER THAT PATIENTS CAN CALL IF THEY HAVE QUESTIONS REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND THE APPLICATION PROCESS. IN AN EFFORT TO ENSURE THAT THE COMMUNITY SERVICED BY PRINCETON IS AWARE OF THE FINANCIAL ASSISTANCE PROGRAMS AVAILABLE UNDER THIS FAP, PRINCETON HEALTH DISSEMINATES INFORMATION TO THE COMMUNITY THROUGH ITS COMMUNITY EDUCATION DEPARTMENT. --------------------
PART VI, LINE 4 (COMMUNITY INFORMATION)FOR INFORMATION REGARDING THE COMMUNITY BEING SERVED BY PRINCETON HEALTH, PLEASE SEE: https://www.pennmedicine.org/supporting-our-communities --------------------
PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH)DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY PRINCETON HEALTH 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 LICENSED INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 116 LICENSED BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. - 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"). DH PHYSICIANS, TOGETHER WITH THE FOUNDATION AND THE HOSPITAL, 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)NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN NEW JERSEY. THE STATE OF NEW JERSEY DOES NOT REQUIRE HOSPITALS TO ANNUALLY FILE A COMMUNITY BENEFIT REPORT WITH THE STATE OF NEW JERSEY.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (true)SupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsYes (true)AnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
AMY REIGNER
CHIEF HR OFFICER$168,326$0$43,077$0$217$0$0$0$13,712$0$225,332$0$0$0
CAROL NORRIS-SMITH
VP PR - MARKETING - UNTIL 3/25$215,598$0$45,423$0$1,794$0$0$0$27,645$0$290,460$0$0$0
CHING-YI LIU
VP, FINANCE$232,842$0$37,241$0$682$0$0$0$15,700$0$286,465$0$0$0
CRAIG GRONCZEWSKI MD
SENIOR VP MEDICAL AFFAIRS$413,092$0$97,967$0$1,403$0$0$0$15,644$0$528,106$0$0$0
DEBORAH CASARELLA
FORMER ASSOC. CHIEF INFO. OFF.$0$207,544$0$55,944$0$820$0$0$0$819$0$265,127$0$0
GUILHERME VALLADARES MBA
SVP & CFO - ASST. TREAS.$400,344$0$87,550$0$1,265$0$0$0$31,044$0$520,203$0$0$0
HYONA REVERE
SENIOR VP DEVELOPMENT$301,102$0$66,573$0$1,700$0$0$0$14,088$0$383,463$0$0$0
JAMES G DEMETRIADES
PRESIDENT & CEO$533,355$0$230,020$0$91,676$0$79,500$0$18,375$0$952,926$0$69,548$0
KARYN BOOK
VP PATIENT SVS & CNO$304,096$0$65,749$0$916$0$0$0$32$0$370,793$0$0$0
MARGUERITE PEDLEY
SENIOR VICE PRESIDENT PHBH$290,597$0$63,342$0$2,518$0$0$0$9,529$0$365,986$0$0$0
PAUL ORTIZ
VP BUS SVC LINE DEV-UNTIL 3/25$312,510$0$85,025$0$44,728$0$31,202$0$18,843$0$492,308$0$27,549$0
PETER THOMAS
VP, OUTPATIENT ADMINISTRATION$240,510$0$36,013$0$3,879$0$0$0$10,614$0$291,016$0$0$0
REINALDINE FLEURY
FORMER CHRO & VP HUMAN RESOUR.$0$330,009$0$103,194$0$781$0$0$0$9,591$0$443,575$0$0
ROBERT VONDERHEIDE MD
TRUSTEE$0$450,483$0$299,865$0$383,597$0$34,500$0$18,028$0$1,186,473$0$0
YISRAEL KRAUS
VP PHYSICIAN ALIGNMENT$336,114$0$106,851$0$618$0$0$0$15,421$0$459,004$0$0$0
KEVIN B MAHONEY
CEO - UPHS$0$1,880,100$0$1,029,800$0$44,887$0$352,800$0$21,577$0$3,329,164$0$0
DONNA REGER
INTERNIST$273,535$0$0$0$1,455$0$0$0$10,127$0$285,117$0$0$0
JONATHAN WOO
VP MEDICAL AFFAIRS CMO$351,032$0$36,000$0$1,099$0$0$0$36,022$0$424,153$0$0$0
EDWARD HENRY
DIRECTOR OF COMMUNICATIONS$225,793$0$45,091$0$650$0$0$0$13,568$0$285,102$0$0$0
KARI MASTRO
DIRECTOR OF PRACTICE$204,566$0$30,000$0$1,102$0$0$0$14,077$0$249,745$0$0$0
STEPHANIE D TIEKU
NURSE MANAGER$258,737$0$0$0$749$0$0$0$15,095$0$274,581$0$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE J, PART I, QUESTION 4BSUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("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 UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED DISTRIBUTIONS DURING THE YEAR: JAMES G. DEMETRIADES - $69,548 PAUL ORTIZ - $27,549 THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (THE "HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("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: ROBERT VONDERHEIDE, M.D. - NO DISTRIBUTION --------------------
SCHEDULE J, PART I, QUESTION 7PROVISION OF NON-FIXED PAYMENTS PRINCETON HEALTH PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15.

Schedule K IRS990ScheduleK

Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd

Issuer Name IssuerName

FieldValueIRS element (for citing)
Business Name Line1NJ HEALTH CARE FACILITIES ATHRTY SERIES 2016 ABCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Bond Issuer EIN221487148BondIssuerEIN
CUSIP64579F8G1CUSIPNum
Bond Issued2016-01-20BondIssuedDt
Issue Price$303,785,061IssuePriceAmt
PurposeREFUND SERIES 2010B,C,D; CAP EXPPurposeDesc
DefeasedfalseDefeasedInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Pool FinancingfalsePoolFinancingInd

Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Retired$63,901,073RetiredAmt
Bond Defeased$0BondDefeasedAmt
Total Proceeds$303,884,205TotalProceedsAmt
In Reserve Fund$0InReserveFundAmt
Capitalized Interest$0CapitalizedInterestAmt
Refunding Escrow$0RefundingEscrowAmt
Issuance Costs From Proceeds$3,282,231IssuanceCostsFromProceedsAmt
Credit Enhancement$0CreditEnhancementAmt
Working Capital Expenditures$0WorkingCapitalExpendituresAmt
Capital Expenditures$2,000,000CapitalExpendituresAmt
Other Spent Proceeds$298,601,974OtherSpentProceedsAmt
Unspent$0UnspentAmt
Substantial Completion2016SubstantialCompletionYr
Refunding Tax Exempt BondsYes (true)RefundingTaxExemptBondsInd
Refunding Taxable BondsfalseRefundingTaxableBondsInd
Final Allocation MadeYes (true)FinalAllocationMadeInd
Adequate Books And Rec MaintYes (true)AdequateBooksAndRecMaintInd

Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Owning Bond Financed PropertyfalseOwningBondFinancedPropertyInd
Any Lease ArrangementsfalseAnyLeaseArrangementsInd
Mgmt Contract Bond Fincd PropfalseMgmtContractBondFincdPropInd
Any Research AgreementsfalseAnyResearchAgreementsInd
Private Bus Use By Others0.00000PrivateBusUseByOthersPct
Private Bus Concerning UBI0.00000PrivateBusConcerningUBIPct
Total Private Business Use0.00000TotalPrivateBusinessUsePct
Bond Iss Meet Prvt Sec Pymt TestfalseBondIssMeetPrvtSecPymtTestInd
Change In Use Bond Financed PropfalseChangeInUseBondFinancedPropInd
Remedial Action TakenfalseRemedialActionTakenInd
Procs Nonqualified Bond RemdtdYes (true)ProcsNonqualifiedBondRemdtdInd

Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Form8038 T FiledfalseForm8038TFiledInd
Rebate Not Due YetfalseRebateNotDueYetInd
Exception To RebateYes (true)ExceptionToRebateInd
No Rebate DuefalseNoRebateDueInd
Variable Rate IssueYes (true)VariableRateIssueInd
Hedge Identified In Bks And RecfalseHedgeIdentifiedInBksAndRecInd

Hedge Provider Name HedgeProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds Invested In GICfalseGrossProceedsInvestedInGICInd

GIC Provider Name GICProviderName

FieldValueIRS element (for citing)
Business Name Line10BusinessNameLine1Txt
FieldValueIRS element (for citing)
Gross Proceeds InvestedfalseGrossProceedsInvestedInd
Written Proc To Monitor ReqsYes (true)WrittenProcToMonitorReqsInd

Procedures Corrective Action ProceduresCorrectiveActionGrp

FieldValueIRS element (for citing)
Bond ReferenceABondReferenceCd
Procedures Corrective ActionYes (true)ProceduresCorrectiveActionInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
ADDITIONAL CUSIP INFORMATIONFORM 990, SCHEDULE K, PART I, COLUMN (C) - ROW A THE FOLLOWING ADDITIONAL CUSIP NUMBER RELATES TO THE NEW JERSEY HEALTHCARE FACILITIES AUTHORITY SERIES 2016 A, B, C REVENUE BONDS: 64579F8P1, 64579F7R8, 64579F7S6, 64579F7T4, 64579F7U1, 64579F7V9, 64579F7W7, 64579F7X5, 64579F7Y3, 64579F7Z0, 64579F8A4, 64579F8B2, 64579F8C0, 64579F8D8, 64579F8E6, 64579F8F3, 64579F8H9, 64579F8J5, 64579F8K2, 64579F8L0, 64579F8M8, 64579F8N6 ------------------------
ADDITIONAL DETAIL FOR PROCEEDS OF ISSUEFORM 990, SCHEDULE K, PART II, LINE 3 FOR NJ HEALTH CARE FACILITIES AUTHORITY SERIES A, B, C OF 2016, THE TOTAL PROCEEDS OF ISSUE REPORTED INCLUDES $99,144 IN TOTAL INVESTMENT EARNINGS. ------------------------

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (15 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART IIISTATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS THIS ORGANIZATION IS AN AFFILIATE OF PRINCETON HEALTHCARE SYSTEM HOLDING, INC. AND AFFILIATES (COLLECTIVELY "PRINCETON HEALTH"). PRINCETON MEDICAL CENTER IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS). IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR LEVELS OF CHARITY CARE PROVIDED, INCLUDING THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. IN FY 2025, UPHS PROVIDED $425.8 MILLION IN CHARITY AND UNDERFUNDED CARE FOR MEDICAID FAMILIES. IN KEEPING WITH ITS CHARITABLE MISSION, PRINCETON HEALTH HAS A ROBUST COMMUNITY WELLNESS PROGRAM. PRINCETON HEALTH'S COMMUNITY-BASED WORK SERVES AS ANOTHER EXAMPLE OF HOW PRINCETON HEALTH IS REDEFINING CARE BY OFFERING A DYNAMIC CURRICULUM OF INNOVATIVE HEALTH- AND LIFESTYLE-RELATED PROGRAMMING, SCREENINGS, AND SUPPORT AT LITTLE OR NO COST TO THE COMMUNITIES WE SERVE. PRINCETON HEALTH IS DEDICATED TO PROMOTING HEALTHY LIVING AT EVERY STAGE OF LIFE AND TO ENHANCING QUALITY OF LIFE BY ADDRESSING THE UNIQUE NEEDS OF WOMEN, MEN, SENIORS, CHILDREN, ADOLESCENTS, AND DIVERSE POPULATIONS. PROGRAMS ARE DEVELOPED AND FACILITATED BY THE OUTSTANDING PHYSICIANS, NURSES, AND HEALTH PROFESSIONALS OF PRINCETON HEALTH. PRINCETON HEALTH ALSO WORKS CLOSELY WITH LEADING HEALTH ORGANIZATIONS - THE AMERICAN CANCER SOCIETY, THE AMERICAN HEART ASSOCIATION, CENTRAL NJ HEALTH CONSORTIUM, AMONG OTHERS - TO RAISE FUNDS, HEIGHTEN AWARENESS, AND DELIVER COMPREHENSIVE COMMUNITY HEALTH PROGRAMMING. FOLLOWING PLEASE FIND SERVICES AND PROGRAMS COLLECTIVELY BENEFITING THE COMMUNITY AND SERVICE AREA OF PRINCETON HEALTH. THESE SERVICES AND PROGRAMS ARE PARTIALLY OR FULLY SUBSIDIZED BY PENN MEDICINE: - IN 2025, COMMUNITY WELLNESS BEGAN A FOOD AND CLOTHING DRIVE INCLUDING A THANKSGIVING COLLECTION, HOLIDAY, AND WINTER COLLECTION. WE ARE COLLECTING ESSENTIAL ITEMS, PANTRY STAPLES, NEW CLOTHING, AND WARM WINTER COATS TO HELP OUR NEIGHBORS AND COMMUNITY MEMBERS AT PLAINSBORO FOOD PANTRY, JEWISH FAMILY SERVICES, SOUTH BRUNSWICK FOOD PANTRY, AND OTHER ORGANIZATIONS BOTH DURING THE HOLIDAYS AND BEYOND. - CHILDBIRTH AND FAMILY CARE: PRINCETON HEALTH'S COMPLETE RANGE OF CHILDBIRTH AND FAMILY PROGRAMS ENSURES THAT EXPECTANT AND NEW PARENTS, AS WELL AS EVERY MEMBER OF THE FAMILY, HAVE IMPORTANT INFORMATION AND SUPPORT SO THEY CAN SHARE IN THE JOY OF ONE OF LIFE'S MOST PRECIOUS MOMENTS. PRINCETON HEALTH'S PROGRAMS HELP FAMILIES FEEL FULLY PREPARED TO CARE FOR THEIR NEW BABIES IN THE FIRST YEARS OF LIFE. WE OFFER: CHILDBIRTH PREPARATION AND BIRTHING OPTIONS; BABY CARE; INCLUDING SPECIALTY CLASSES SUCH AS HYPNOBIRTHING; BRIGHT BEGINNINGS; COURSES FOR GRANDPARENTS AND BABYSITTERS; DADDY BOOT CAMP; INFANT SAFETY CLASS; LACTATION SERVICES INCLUDING PRENATAL BREASTFEEDING CLASSES, ALL ABOUT BREAST PUMPS, BREASTFEEDING SUPPORT GROUPS, AND PHONE OUTPATIENT CONSULTATIONS; PREGNANCY & POSTPARTUM SUPPORT GROUP. IN 2025, WE BROUGHT BACK OUR ANNUAL BABY FAIR, CAR SEAT SAFETY CHECKS, SAFE INFANT SLEEP, AND UNDERSTANDING PREECLAMPSIA. AS PART OF OUR ANNUAL BABY FAIR, PRINCETON HEALTH ASKED THE VENDORS TO PARTICIPATE IN A LOCAL DIAPER DRIVE TO BENEFIT FAMILIES OF HOMEFRONT IN TRENTON, NJ. - CPR AND FIRST-AID: PRINCETON HEALTH'S EXPERT EDUCATORS TEACH THE LATEST FIRST AID TECHNIQUES AND LIFE-SAVING SKILLS SO THAT YOU CAN PROTECT YOURSELF AND YOUR FAMILY. PRINCETON HEALTH IS AN ACCREDITED AMERICAN HEART ASSOCIATION BASIC LIFE SUPPORT TRAINING CENTER. PRINCETON HEALTH OFFERS PEDIATRIC AND ADULT CPR AND FIRST AID TRAINING, PET CPR AND FIRST AID, HEARTSAVER CPR CERTIFICATION COURSE, AS WELL AS BLS FOR HEALTHCARE PROVIDERS. WE ALSO OFFER STRESS INJURY COURSES AND MENTAL HEALTH FIRST AID TRAININGS (ADULT, TEEN-TO-TEEN, YOUTH, OLDER ADULTS, AND FIRE/EMS), RESILIENCY TRAININGS AND STOP THE BLEED AS WELL. IN 2025 WE CONTINUED TO SUPPORT THE AMERICAN HEART ASSOCIATION AT THEIR ANNUAL WALK, AND PROVIDED EVIDENCE BASED PULMONARY AND CARDIAC WELLNESS LECTURES TO THE COMMUNITY TO BRING AWARENESS AND PREVENTATIVE INFORMATION TO INCREASE THE HEALTH AND WELLBEING OF THE COMMUNITIES WE SERVE. IN 2025, WE ALSO OFFERED OUR ANNUAL FREE CPR MONTHLY TRAINING IN FEBRUARY TO CONTINUALLY HELP COMMUNITY MEMBERS LEARN LIFESAVING TECHNIQUES. - CANCER CARE AND SCREENINGS: PRINCETON MEDICAL CENTER'S CANCER PROGRAM AND THE COMMUNITY WELLNESS PROGRAM ARE DEDICATED TO OFFERING PATIENTS WITH CANCER AND THEIR LOVED ONES HIGH-QUALITY, INDIVIDUALIZED SERVICES WITH A FOCUS ON PREVENTION, LIVING WITH CANCER, PEER SUPPORT, AND MORE. PRINCETON HEALTH OFFERS EDUCATIONAL SEMINARS CONDUCTED BY LEADING PHYSICIANS AND HEALTH PROFESSIONALS, AS WELL AS SUPPORT GROUPS FOR PATIENTS AND THEIR LOVED ONES, AND FREE SCREENINGS AND PREVENTIVE MEASURES FOR COMMUNITY MEMBERS. WE ALSO OFFER REIKI, NUTRITION TIPS FOR BREAST CANCER, AND WEEKLY A MINDFUL MOVEMENT CLASS FOR THOSE GOING THROUGH CANCER. IN 2025, WE PROVIDED A FREE PANEL DISCUSSION "OWN YOUR HEALTH: UNDERSTANDING YOUR RISK FOR BREAST CANCER", AS WELL AS A FREE HALF-DAY CONFERENCE, "CANCER & AGING: WHAT EVERY FAMILY SHOULD KNOW". - SENIOR SERVICES: PRINCETON HEALTH REGULARLY OFFERS PROGRAMS AT LOCAL SENIOR CENTERS AND ACTIVE ADULT COMMUNITIES, INCLUDING MONROE TOWNSHIP SENIOR CENTER, WEST WINDSOR SENIOR CENTER, SOUTH BRUNSWICK SENIOR CENTER, AND CENTER FOR MODERN AGING PRINCETON (FORMERLY: PRINCETON SENIOR RESOURCE CENTER), ROBBINSVILLE TOWNSHIP SENIOR CENTER, AND EAST WINDSOR SENIOR CENTER. IN 2025, WE ALSO PROVIDED PROGRAMS AT MONTGOMERY SENIOR CENTER, PRINCETON SENIOR LIVING, SOMERSET COUNTY SENIOR WELLNESS CENTER, AND QUAIL BROOK SENIOR CENTER IN SOMERSET. - PATIENT AND COMMUNITY SUPPORT GROUPS: PRINCETON HEALTH OFFERS A NUMBER OF SUPPORT GROUPS FOR PATIENTS AND THEIR FAMILIES TO LEARN FROM AND SHARE EXPERIENCES WITH OTHERS. THESE SUPPORT GROUPS INCLUDE: BARIATRIC SURGERY, BREAST CANCER, BREASTFEEDING, DIABETES, HEAD & NECK CANCER, BEREAVEMENT, PREGNANCY AND POSTPARTUM, STROKE, UNITE - PERINATAL LOSS BEREAVEMENT, AND WEIGHT LOSS. - HEALTH FAIRS AND SCREENINGS: THROUGH PROACTIVE COMMUNITY HEALTH EDUCATION AND AN ONGOING EFFORT TO INCREASE ACCESS TO FREE OR LOW-COST SCREENINGS, PRINCETON HEALTH IS HELPING TO SAVE LIVES BY CREATING AWARENESS OF THE SIGNS AND SYMPTOMS OF CHRONIC CONDITIONS AND PROMOTING EARLY DETECTION AND TREATMENT. IN 2025, PRINCETON HEALTH OFFERED BLOOD PRESSURE SCREENINGS; LYMPHEDEMA SCREENINGS; MEMORY SCREENINGS; VIRTUAL DEMENTIA TOURS (VDT); EDUCATIONAL SEMINARS FOR CHILDREN, ADULTS, AND SENIORS. IN 2025, WE ALSO PROVIDED A ROBUST MULTI-SESSION WELLNESS FAIR AT SOUTH HUNTERDON REGIONAL SCHOOL, TOOK PART IN THE ROBBINSVILLE FARMERS MARKET, AND SEVERAL NATIONAL NIGHT OUTS. COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PRINCETON HEALTH AFFIRMS ITS COMMITMENT TO THE COMMUNITY BY WAY OF A DYNAMIC CURRICULUM AND INNOVATIVE HEALTH AND LIFESTYLE-RELATED SERVICES OFFERED THROUGH ITS COMMUNITY WELLNESS PROGRAM. TO ENSURE THAT THESE ACTIVITIES ARE MEETING THE HEALTH NEEDS IN THE COMMUNITY, PRINCETON HEALTH CONDUCTED A COMPREHENSIVE COMMUNITY NEEDS ASSESSMENT. THE REPORTS PROVIDE AN OVERVIEW OF THE KEY FINDINGS OF THE COMMUNITY HEALTH ASSESSMENT, WHICH EXPLORES A RANGE OF HEALTH BEHAVIORS AND OUTCOMES, SOCIAL AND ECONOMIC ISSUES, HEALTH CARE ACCESS, AND GAPS AND STRENGTHS OF EXISTING RESOURCES AND SERVICES WITH A PRIMARY FOCUS ON PRINCETON HEALTH AS A WHOLE. THE COMMUNITY HEALTH ASSESSMENT UTILIZED A PARTICULARLY, COLLABORATIVE APPROACH TO LOOK AT HEALTH IN ITS BROADEST CONTEXT. THE ASSESSMENT PROCESS INCLUDED SYNTHESIZING EXISTING DATA ON SOCIAL, ECONOMIC, AND HEALTH INDICATORS IN THE REGION AS WELL AS INFORMATION FROM FOCUS GROUPS CONDUCTED WITH COMMUNITY RESIDENTS, INTERVIEWS WITH COMMUNITY STAKEHOLDERS, AND AN ONLINE SURVEY EXAMINING LARGER EXTERNAL FACTORS THAT AFFECT HEALTH. IN 2025, WE CONCLUDED OUR CURRENT 2024 ASSESSMENT AND CONTINUED WORKING WITH OUR COMMUNITY HEALTH ADVISORY BOARD TO ASSIST WITH THE RESEARCH, PLANNING AND DEVELOPMENT OF THE 2025 COMMUNITY HEALTH NEEDS ASSESSMENT AND STRATEGIC IMPLEMENTATION PLAN INITIATIVES. ------------------------------
FORM 990, PART V, LINE 1AFORMS 1099 THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH TRUSTEES. -----------------------------
FORM 990, PART VI, SECTION A, LINES 6 & 7DETAIL OF MEMBERS THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA IS THE SOLE MEMBER OF PRINCETON HEALTHCARE SYSTEM HOLDING, INC. ("HOLDING"). HOLDING IS THE SOLE MEMBER OF THIS ORGANIZATION. HOLDING HAS THE RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. ------------------------------
FORM 990, PART VI, SECTION B, LINE 11BFORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE JUNE 30, 2025 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS SUBMITTED TO THE BOARD FOR THEIR REVIEW. A COPY OF THE FINAL JUNE 30, 2025 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ----------
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST POLICY THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). 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; AND (5) MEMBERS OF THE INVESTMENT BOARD.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 15COMPENSATION PROCESS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------
FORM 990, PART VI, SECTION C, LINE 19DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 1023 AND 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ------------------------------
FORM 990, PART XI, LINE 9DETAIL OF OTHER CHANGES IN NET ASSETS OR FUND BALANCE: CHANGE IN PERMANENTLY RESTRICTED ASSETS $ (12,117) CHANGE IN TEMPORARILY RESTRICTED ASSETS (362,670) CHANGE IN NET PERIODIC DB PENSION 111,133 OTHER (2,326,736) ---------- TOTAL OTHER CHANGE IN NET ASSETS $ 2,590,390 ------------------------------
FORM 990 PART IX LINE 11GDESCRIPTION:CORPORATE SERVICES TOTAL FEES:46875818
FORM 990 PART IX LINE 11GDESCRIPTION:PROFESSIONAL FEES - MEDICAL TOTAL FEES:9842229
FORM 990 PART IX LINE 11GDESCRIPTION:PROFESSIONAL FEES - OTHER TOTAL FEES:4590970
FORM 990 PART IX LINE 11GDESCRIPTION:OTHER FEES TOTAL FEES:61818462
FORM 990 PART IX LINE 11GDESCRIPTION:OUTSOURCED LABOUR TOTAL FEES:2962557
FORM 990 PART IX LINE 11GDESCRIPTION:STATE & CITY ASSESSMENTS TOTAL FEES:19129162
FORM 990 PART IX LINE 11GDESCRIPTION:TEMPORARY EMPLOYMENT TOTAL FEES:7878452

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (43 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationInd
AFFILIA HOME HEALTH
1811 OLDE HOMESTEAD LANELANCASTERPA17601231352572HOME HEALTHPA501(c)(3)10LG HEALTHfalse
CARL V S PATTERSON IRR
116 ALLEGHENY CENTER MAIL P8YB3502LPITTSBURGHPA15212236415355SUPPORT TRUSTPA4947(A)(1)N/ANAfalse
CHESTER COUNTY HOSPITAL
701 E MARSHALL STREETWEST CHESTERPA19380230469150HEALTHCAREPA501(C)(3)3CCH&HSfalse
CHESTER COUNTY HOSPITAL & HEALTH SYSTEM
701 E MARSHALL STREETWEST CHESTERPA19380264233321MGMT SRVCSPA501(C)(3)12, ITRUSTEESfalse
CLINICAL CARE ASSOCIATES OF UPHS
250 KING OF PRUSSIA RD 4TH FLRADNORPA19087232729852HEALTHCAREPA501(c)(3)10TRUSTEESfalse
HAJOCA 3025 INC
3451 WALNUT STREET ROOM 737PHILADELPHIAPA19104843379653SUPPORT ORGPA501(c)(3)12, ITRUSTEESfalse
LANCASTER GENERAL HEALTH
555 NORTH DUKE STREETLANCASTERPA17602232250941SUPPORT ORGPA501(C)(3)12, IITRUSTEESfalse
LANCASTER GENERAL HEALTH COLUMBIA CENTER
306 NORTH 7TH STREETCOLUMBIAPA17512230485650FACILITY MGMTPA501(C)(3)3LG HOSPITALfalse
LANCASTER GENERAL HEALTH FOUNDATION
555 NORTH DUKE STREETLANCASTERPA17602205767147FUNDRAISINGPA501(C)(3)7NAfalse
LANCASTER GENERAL HEALTH HOLDINGS
555 NORTH DUKE STREETLANCASTERPA17602204943109HEALTHCAREPA501(C)(3)3LG HEALTHfalse
LANCASTER GENERAL HOSPITAL
555 NORTH DUKE STREETLANCASTERPA17602231365353HEALTHCAREPA501(C)(3)3LG HEALTHfalse
LANCASTER GENERAL MEDICAL GROUP
1097 COMMERCIAL AVEEAST PETERSBURGPA17520232777286HEALTHCAREPA501(C)(3)3LG HEALTHfalse
MORRIS EST LYDIA T DECD TW
6325 S RAINBOW BLVD STE 300LAS VEGASNV89118236210940SUPPORT TRUSTNV501(C)(3)12, III-FINAfalse
NEIGHBORHOOD HEALTH AGENCIES INC
795 E MARSHALL STREETWEST CHESTERPA19380232324782NURSINGPA501(C)(3)12, ICCH&HSfalse
NEIGHBORHOOD LEAGUE HEALTH SERVICES
795 E MARSHALL STREETWEST CHESTERPA19380232324787HEALTH SRVCSPA501(C)(3)10CCH&HSfalse
NEIGHBORHOOD VISITING NURSE ASSOCIATION
795 E MARSHALL STREETWEST CHESTERPA19380231352243NURSINGPA501(C)(3)7CCH&HSfalse
OAP INC
3451 WALNUT STREET ROOM 748PHILADELPHIAPA19104231986931SUPPORT ORGPA501(c)(3)12, ITRUSTEESfalse
PENN CENTER FOR REHAB AND CARE
3609 CHESTNUT STREETPHILADELPHIAPA19104232422635HEALTHCAREPA501(c)(3)3PMCfalse
PENN CLUB OF NEW YORK INC
30 WEST 44TH STREETNEW YORKNY10036232726687CLUBNY501(c)(7)N/ANAfalse
PENN PRAXIS INC
210 SOUTH 34TH STREETPHILADELPHIAPA19104752974931SUPPORT ORGPA501(c)(3)12, ITRUSTEESfalse
PENNSYLVANIA HOSPITAL OF UPHS
800 SPRUCE STREETPHILADELPHIAPA19107311538725HEALTHCAREPA501(C)(3)3TRUSTEESfalse
PGH DEVELOPMENT CORP
426 CURIE BLVDPHILADELPHIAPA19104232351015SUPPORT ORGPA501(c)(3)12, INAfalse
PRESBYTERIAN MEDICAL CENTER OF UPHS
51 NORTH 39TH STREETPHILADELPHIAPA19104232810852HEALTHCAREPA501(c)(3)3TRUSTEESfalse
PRINCETON CAREGIVERS INC
ONE PLAINSBORO ROADPLAINSBORONJ08536222842773HOMECARE SVCSNJ501(C)(3)3PHCS HOLDINGfalse
PRINCETON HEALTHCARE AFFILIATED PHYS PC
ONE PLAINSBORO ROADPLAINSBORONJ08536264203938HEALTHCARENJ501(C)(3)10PHCS HOLDINGfalse
PRINCETON HEALTHCARE SYSTEM FDN INC
ONE PLAINSBORO ROADPLAINSBORONJ08536222225911SUPPORT PHCSNJ501(C)(3)7PHCS HOLDINGfalse
PRINCETON HLTHCARE SYSTEM HOLDING INC
ONE PLAINSBORO ROADPLAINSBORONJ08536223493256SUPPORT ORGNJ501(C)(3)12, ITRUSTEESfalse
PRINCETON MEDICAL PROPERTIES INC
ONE PLAINSBORO ROADPLAINSBORONJ08536220022702REAL ESTATENJ501(C)(2)N/APHCS HOLDINGfalse
THE ASC TRUST OF THE UNIV OF PA
1500 MARKET ST STE 3500EPHILADELPHIAPA19102810550464BUS. TRUSTPA501(c)(3)8NAfalse
THE HEART GROUP OF LANCASTER GEN HEALTH
217 HARRISBURG AVENUELANCASTERPA17603300634510CARDIOLOGYPA501(C)(3)3LG HEALTHfalse
THE LEONARD AND MADLYN ABRAMSON INST
421 CURIE BLVD 450 BRB II/IIIPHILADELPHIAPA19104232929823MED RESEARCHPA501(c)(3)4NAfalse
TRUSTEES OF THE UNIVERSITY OF PENN
3451 WALNUT STREET ROOM 305PHILADELPHIAPA19104231352685EDUCATIONPA501(c)(3)2NAfalse
UNIVERSITY CITY ASSOCIATES INC
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104233021159SUPPORT ORGPA501(c)(3)12, ITRUSTEESfalse
UNIVERSITY CLUB AT PENN INC
3611 WALNUT STREETPHILADELPHIAPA19104236299508FAC. CLUBPA501(c)(3)12, ITRUSTEESfalse
UPENN INTERNATIONAL
3451 WALNUT STREET SUITE 731PHILADELPHIAPA19104454985731SUPPORT ORGPA501(C)(3)12, ITRUSTEESfalse
UPENN MASTER RETIREMENT TRUST
3451 WALNUT STREET ROOM 305PHILADELPHIAPA19104043574136RETIRE TRUSTPA501(A)N/ATRUSTEESfalse
UPENN RETIREE BENEFITS TRUST
3451 WALNUT STREET ROOM 329PHILADELPHIAPA19104232769744BENEFITSPA501(c)(3)12, ITRUSTEESfalse
WISSAHICKON HOSPICE OF UPHS
150 MONUMENT ROAD SUITE 300BALA CYNWYDPA19004232152662HOSPICE CAREPA501(c)(3)10TRUSTEESfalse
PENN MEDICINE-PMA
5 ATRIUM 3400 CIVIC CTR BLVDPHILADELPHIAPA19104863800365HEALTHCAREPA501(C)(3)10CCAfalse
CLINICAL SPECIALTY ASSOCIATES
150 MONUMENT ROAD FL 4THBALA CYNWYDPA19004331617353HEALTHCAREPA501(C)(3)PENDINGTRUSTEESfalse
DOYLESTOWN HOSPITAL
595 WEST STATE STREETDOYLESTOWNPA18901231352174HEALTHCAREPA501(c)(3)3TRUSTEESfalse
DOYLESTOWN HEALTH FOUNDATION
595 WEST STATE STREETDOYLESTOWNPA18901232368196FUNDRAISINGPA501(C)(3)7DHfalse
DOYLESTOWN HEALTH PHYSICIANS
595 WEST STATE STREETDOYLESTOWNPA18901232368197HEALTHCAREPA501(c)(3)12, IIDHfalse

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (33 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtGeneral Or Managing PartnerGeneralOrManagingPartnerIndAddress Line1ForeignAddress/AddressLine1TxtCityForeignAddress/CityNmProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdLegal Domicile Foreign CountryLegalDomicileForeignCountryCd
PDCP 1740 FUND LP
311 S WACKER DR STE 2620CHICAGOIL60601320472404INVESTMENTILNAfalse
CYRUS 1740 FUND LP
65 E 55TH STREET 35TH FLOORNEW YORKNY10022821211542INVESTMENTNYNAfalse
CYRUS 1740 MASTER FUND LP
981361754INVESTMENTNAfalse89 NEXUS WAYCAMANA BAYGRCJKY1-9009CJ
DVG 1740 FUND LP
ONE FAWCETT PLACEGREENWICHCT06830800961539INVESTMENTCTNAfalse
EAST MARSHALL STREET PARTNERSHIP LP
701 E MARSHALL STREETWEST CHESTERPA19380232902742INVESTMENTPANAfalse
FERN HILL PARTNERSHIP III LP
701 E MARSHALL STREETWEST CHESTERPA19380300409614RENTALPANAfalse
FERN HILL LLC
701 E MARSHALL STREETWEST CHESTERPA19380233005147RENTALPANAfalse
GALLOPAVO LP
4215 WEST LOVERS LANE SUITE 100DALLASTX75209464621967INVESTMENTTXNAfalse
JOG V C LIMITED PARTNERSHIP
INVESTMENTNAfalseSTE 2370 440 2ND AVE SWCALGARYALCAT2P5E9CA
JOG VI C LIMITED PARTNERSHIP
INVESTMENTNAfalseSTE 2370 440 2ND AVE SWCALGARYALCAT2P5E9CA
KINGSTOWN 1740 FUND LP
167 MADISON AVE ST 205 1033NEW YORKNY10016843119908INVESTMENTNYNAfalse
LANCASTER PET PARTNERSHIP LLP
PO BOX 4216LANCASTERPA17604233102793MEDICAL SERVICESPANAfalse
LG HEALTH COMM CARE COLLAB II
555 NORTH DUKE STREETLANCASTERPA17602823809581ACOPANAfalse
LG HEALTH COMMUNITY CARE COLLABORATIVE
555 NORTH DUKE STREETLANCASTERPA17602455542179ACOPANAfalse
MRI GROUP LLP
PO BOX 4216LANCASTERPA17604331011386MEDICAL SERVICESPANAfalse
NEIGHBRHD PRES & DEV FUND LP
240 NEW YORK DR STE 1FORT WASHINGTONPA19034233037919RENTALPANAfalse
OAKLANDS WAY MEDICAL BUILDING ASSOCIATES
701 E MARSHALL STREETWEST CHESTERPA19380830490251RENTALPANAfalse
SRP INVESTORS FUND A LP
2001 ROSS AVE SUITE 400DALLASTX75201611748291INVESTMENTTXNAfalse
TURK'S HEAD SURGERY CENTER
915 OLD FERN HILL ROAD BLDG B STEWEST CHESTERPA19380200184603MEDICAL SERVICESPANAfalse
ST-TO RIBBIT OPPORTUNITY V LLC
364 UNIVERSITY AVENUEPALO ALTOCA94301841814102INVESTMENTCANAfalse
UNIVERSA BLACK SWAN PROTECTION PROTOCOL
2601 S BAYSHORE DR SUITE 2030MIAMIFL33133852143048INVESTMENTFLNAfalse
AXIS UKA GP LLC
240 NEW YORK DRIVE SUITE 1FORT WASHINGTONPA19034273617178INVESTMENTPANAfalse
LIFT REAL ESTATE PARTNERS FUND II LP
180 SUTTER STREET SUITE 400SAN FRANCISCOCA94104844983190INVESTMENTCANAfalse
BEXP II (PARALLEL) LP
5914 W COURTYARD DRIVEAUSTINTX78730873188834INVESTMENTTXNAfalse
FORERUNNER BUILDERS F-G LP
ONE LETTERMAN DRIVE BLDG C SUITESAN FRANCISCOCA94129873427543INVESTMENTCANAfalse
GCM CARRIAGE SPV LP
250 WEST 55TH STREET 36TH FLOORNEW YORKNY10019872075062INVESTMENTNYNAfalse
INITIALIZED CBH SPV LLC
464 TEHAMA STREETSAN FRANCISCOCA94103871123527INVESTMENTCANAfalse
SAILINGSTONE GLOBAL NATURAL RESOURCES
100 WAUGH DRIVE SUITE 600HOUSTONTX77007371770014INVESTMENTTXNAfalse
AUSTIN 512 LP
5914 W COURTYARD DRIVE SUITE 340AUSTINTX78730921329561INVESTMENTTXNAfalse
BLACKSTONE REAL ESTATE PARTNERS VIITE5
C/O THE BLACKSTONE GROUP 345 PARK ANEW YORKNY10154800815880INVESTMENTNYNAfalse
KEYFRAME 1740 FUND LP
65 E 55TH STREET 35TH FLOORNEW YORKNY10022883210105INVESTMENTNYNAfalse
LIFT REAL ESTATE PARTNERS FUND III LP
180 SUTTER STREET SUITE 400SAN FRANCISCOCA94104872869560INVESTMENTCANAfalse
NEUBERGER BERMAN HEDGED CRYPTOCURRENCY
1290 AVENUE OF THE AMERICAS 22ND FNEW YORKNY10104871241085INVESTMENTNYNAfalse

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (18 entries)

Address Line1ForeignAddress/AddressLine1TxtProvince Or StateForeignAddress/ProvinceOrStateNmCountryForeignAddress/CountryCdForeign PostalForeignAddress/ForeignPostalCdPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile Foreign CountryLegalDomicileForeignCountryCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationIndCityForeignAddress/CityNmEINEINAddress Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdLegal Domicile StateLegalDomicileStateCd
ARCM 1740 LTD
27 HOSPITAL ROADGRAND CAYMANCJKY1-9008INVESTMENTSCJTRUSTEESC-CORPfalse
CYRUS 1740 FUND LTD
89 NEXUS WAYGRAND CAYMANCJKY1-9009INVESTMENTSCJTRUSTEESLIMITED COMPANYfalseCAMANA BAY981361907
CLINICAL HEALTH CARE ASSOC OF NJ PC
PHYS MGMTCCAC-CORPfalse232865181250 KING OF PRUSSIA RD 4TH FLRADNORPA19087PA
DELANCEY CORPORATION
RENTALPA HOSPITALC-CORPfalse232060159800 SPRUCE STREETPHILADELPHIAPA19106PA
FRANKLIN CASUALTY INSURANCE CO
INSURANCETRUSTEESC-CORPfalse043378984PO BOX 530BURLINGTONVT05402VT
NAYA 1740 FUND LTD
PO BOX 309GRAND CAYMANCJKY1-1104INVESTMENTSCJTRUSTEESC-CORPfalseUGLAND HOUSE
PENN MEDICINE LONDON LIMITED
VISTRA STE 2 1ST FLR 10 TEMPL BACKUKBS1 6FLNETWORKINGUKUPENN INT'LLIMITED COMPANYfalseBRISTOL
PENN WHARTON CONSULTING (BEIJING) CO LTD
UNIT 3106 LEVEL 31 YINTAI OFFICE TCHAOYANG DISTCH100022BUS. CONSULTINGCHUPENN INT'LC-CORPfalse
PHI PHARMACY INC
INACTIVEPHCS HOLDINGC-CORPfalse223467899ONE PLAINSBORO ROADPLAINSBORONJ08536NJ
PRINCETON HEALTH INC & SUBS
MEDICALPHCS HOLDINGC-CORPfalse223450093ONE PLAINSBORO ROADPLAINSBORONJ08536NJ
QUAKER INSURANCE COMPANY LTD
VICTORIA STREET PO BOX HM 1826HAMILTONBDHM HXSELF-INSURANCEBDTRUSTEESC-CORPfalseVICTORIA HALL300708282
THE PAM 1740 FUND LTD
PO BOX 309GRAND CAYMANCJKYI-1104INVESTMENTSCJTRUSTEESC-CORPfalseGEORGE TOWN
TURK'S HEAD HEALTH SERVICES INC
MEDICAL SERVICESCCH&HSC-CORPfalse232329753701 E MARSHALL STREETWEST CHESTERPA19380PA
UPENN HOSPITALITY INC
HOTEL/RESTAURANTTRUSTEESC-CORPfalse2330765893401 WALNUT STREET SUITE 440APHILADELPHIAPA19104PA
CLINICAL HEALTHCARE ASSOC OF NJ SP PC
PHYS MGMTCCAC-CORPfalse331946468150 MONUMENT ROAD FL 4THBALA CYNWYDPA19004PA
DH PHYSICIANS AMBULATORY SERVICES
MEDICAL SERVICESDHPC-CORPfalse812885619595 WEST STATE STREETDOYLESTOWNPA18901PA
COVERED BRIDGE RECIP RISK RETENTION GRP
FINANCIAL VEHICLEDHC-CORPfalse871236417146 FAIRCHILD STREET STE 135CHARLESTONSC29492SC
FRANKLIN HOLDINGS 1740 FUND LTD
PO BOX 309GRAND CAYMANCJKYI-1104INVESTMENTSCJTRUSTEESLIMITED COMPANYfalseGEORGE TOWN
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts RyltsfalseReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgfalseGiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (true)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other OrgYes (true)LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (true)LoansOrGuaranteesFromOthOrgInd
Div Related OrganizationfalseDivRelatedOrganizationInd
Asset Sale To Other OrgfalseAssetSaleToOtherOrgInd
Asset Purchase From Other OrgfalseAssetPurchaseFromOtherOrgInd
Asset ExchangefalseAssetExchangeInd
Rental Of Facilities To Oth OrgfalseRentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (true)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth OrgfalsePerformOfServicesForOthOrgInd
Perform Of Services By Other OrgfalsePerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (true)SharingOfFacilitiesInd
Paid Employees SharingYes (true)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgfalseReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (true)ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (true)TransferToOtherOrgInd
Transfer From Other OrgYes (true)TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE R, PART VFormAndLineReferenceDesc
ExplanationPRINCETON HEALTHCARE SYSTEM, A NEW JERSEY NONPROFIT CORPORATION ("PHCS") AND ITS AFFILIATES CONSTITUTE A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. PRINCETON HEALTHCARE SYSTEM HOLDING, INC. IS THE TAX-EXEMPT PARENT ENTITY OF THE SYSTEM. PHCS ROUTINELY PAYS EXPENSES FOR VARIOUS AFFILIATES WITHIN THE SYSTEM IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.ExplanationTxt