2026-05-13T14:58:58-05:00 2025-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2024-07-01 232290323 JEFFERSON HEALTH CORPORATION F/K/A ALBERT EINSTEIN HEALTHCARE NETWORK % RONALD C KELLER CPA JEFF 2154566760 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 MICHAEL HARRINGTON EVP/CFO 2159554773 2026-05-12 true true Scott J Mariani P00642486 2155462140 2024 2025-03-06 01:10:19Z BALIGH R YEHIA MD 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 27406437 false X www.jeffersonhealth.org X 1984 PA SUPPORT ORGANIZATIONS THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH QUALITY HEALTH CARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES. 4 0 0 0 0 0 0 0 24630567 23869644 814109 3223054 466742 313739 25911418 27406437 0 0 0 0 0 0 0 0 407085 26820394 61050731 26820394 61050731 -908976 -33644294 76403292 331609966 63646670 84416776 12756622 247193190 X THE ORGANIZATION'S CHARITABLE PURPOSES ARE TO SUPPORT THOSE SYSTEM ORGANIZATIONS AND THEIR AFFILIATES THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH-QUALITY HEALTHCARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY AND DELAWARE. THE SYSTEM SERVES THESE INDIVIDUALS AND OTHERS WITH HEALTHCARE PROGRAMS AND SERVICES RANGING FROM COMMUNITY HEALTH EDUCATION AND PREVENTIVE MEDICINE TO COMPLEX AND SPECIALIZED CARE REQUIRING ADVANCED TECHNOLOGY AND HIGHLY EXPERT STAFF. THE SYSTEM ENTHUSIASTICALLY EMBRACES ITS SPECIAL RESPONSIBILITY TO THE MOST VULNERABLE RESIDENTS IN ITS PRIMARY SERVICE AREA AND SURROUNDING COMMUNITIES. THE SYSTEM CARES FOR AND TREATS ANY PERSON REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR THE ABILITY TO PAY. THE SYSTEM'S EDUCATIONAL COMMITMENT INCLUDES PROVIDING HEALTH EDUCATION TO THE COMMUNITY, AND TRAINING AND EDUCATING MEDICAL SCHOOL STUDENTS, GRADUATE AND PRACTICING PHYSICIA true false 60643646 0 23869644 Jefferson Health Corporation (f/k/a Albert Einstein Healthcare Network) PROVIDES HEALTH EDUCATION; HEALTH PROMOTION AND FUNDRAISING ACTIVITIES; CONDUCTS HEALTH SYSTEM WIDE PLANNING; ESTABLISHES OVERALL GOALS; AND OVERSEES FUND MANAGEMENT. THE ENTITY ALSO PROVIDES ADMINISTRATIVE AND GENERAL SERVICES FOR WHICH ITS RELATED MEMBER ORGANIZATIONS PAY A MANAGEMENT FEE. 60643646 true false false true false false false false false true true false true true true false false true false false false false false false false false false false false false false false false false false false false false false false false false true true true true false false true X 0 0 0 false false false false false false false false false false false false X 4 0 false false true false true true true true true false false true true true true true true true true true true AL AK AZ AR CA CO CT DC GA IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X RONALD C KELLER CPA 2155038344 1101 MARKET STREET STE 2004 PHILADELPHIA PA 19107 X Joseph G CacchioneMDFACC CHAIR - TRUSTEE 60.0 0.0 X X 0 0 0 THOMAS J MARCHOZZI MBA CPA TREASURER - TRST. (EFF 2/2025) 60.0 0.0 X X 0 0 0 BRIAN A NESTER DO MBA TRUSTEE 60.0 0.0 X 0 0 0 BALIGH R YEHIA MDMPPMSC PRESIDENT - TRUSTEE 55.0 0.0 X X 0 0 0 STEVEN L SIVAK MD TRUSTEE - CMO (TERM 12/24) 55.0 0.0 X X 0 0 0 DIXIEANNE P JAMES PresIDENT OF CENTRAL REGION 55.0 0.0 X 0 0 0 BETH DUFFY COO - EMCM 55.0 0.0 X 0 0 0 ROHIT GULATI MD EVP & CMO 55.0 0.0 X 0 0 0 CRISTINA G CAVALIERI ESQ SECRETARY 60.0 0.0 X 0 0 0 JOHN P MORDACH TREASURER (TERM 2/2025) 60.0 0.0 X 0 0 0 0 0 0 0 false false false PATHS LLC 9 EXECUTIVE CAMPUS CHERRY HILL NJ 08002 BILLING & COLLECTION 2873750 SODEXO INC AND AFFILIATES PO BOX 360170 PITTSBURGH PA 152516170 FOOD SVCS/CATERING 2577477 HEALTHFLEET AMBULANCE INC PO BOX 47334 PHILADELPHIA PA 19160 MEDICAL TRANSPORT 1697753 KLEHR HARRISON HARVEY BRANZBURG LLP 1835 MARKET STREET SUITE 1400 PHILADELPHIA PA 19103 LEGAL 1222207 ACCUITY DELIVERY SYSTEMS LLC MAIL CODE 7335 PO BOX 7247 PHILADELPHIA PA 19170 BILLING & COLLECTION 915420 27 0 MANAGEMENT FEES 541900 16455322 16455322 OTHER PROGRAM SERVICE REVENUE 541900 7414322 7414322 23869644 769344 0 769344 0 0 313739 313739 0 313739 313739 2453710 2453710 2453710 2453710 0 0 0 0 0 0 0 0 0 0 27406437 23869644 0 3536793 X 0 0 0 0 0 0 0 0 0 0 0 1940508 1940508 0 234448 234448 0 0 10155345 10054454 0 100891 731 731 43907 21628 22279 949937 949937 0 523808 523808 42936 38392 4544 0 7407 3433 3974 340007 340007 0 34443 34443 0 PAYOR CONTRACTS 38129734 38129734 ALLOCATION OF PERSONNEL COST 2655585 2401717 253868 REPAIRS & MAINTENANCE 194391 194391 MEMBERSHIPS AND DUES 146474 146474 5651070 5629541 21529 61050731 60643646 0 407085 X 0 0 0 0 0 0 -581676 0 0 0 0 0 0 0 0 0 846345 958990 3827646 459310 3402779 3368336 0 0 0 0 25318327 27919908 0 256733000 47417517 42629732 76403292 331609966 16007945 2140054 0 0 500038 2743521 0 0 0 0 0 0 0 0 0 0 47138687 79533201 63646670 84416776 X 12756622 247193190 0 0 12756622 247193190 76403292 331609966 X -33644294 -450704 268531566 X X false true X true false X X 1 THOMAS JEFFERSON UNIVERSITY 231352651 2 true 0 0 1 0 0 true false false false false false false false false false false false false false false true true true X true true SCHEDULE A, PART IV, SECTION D; QUESTION 3 JEFFERSON HEALTH CORPORATION ("JHC") IS A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY ("TJU"). TJU HAS A SIGNIFICANT VOICE IN THE ORGANIZATION'S INVESTMENT POLICIES AND IN DIRECTING THE USE OF THE ORGANIZATION'S INCOME OR ASSETS IN ACCORDANCE WITH ARTICLE 2.3 AND THE SOLE MEMBER'S RESERVED POWERS WITHIN JHC'S AMENDED AND RESTATED BYLAWS. SCHEDULE A, PART IV, SECTION E; QUESTIONS 2A & 2B JHC IS A FUNCTIONALLY INTEGRATED SUPPORTING ORGANIZATION OF TJU; AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A TAX-EXEMPT ORGANIZATION UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). JHC'S ACTIVITIES ARE DONE FOR THE BENEFIT OF TJU; ITS SOLE MEMBER; AND ALL THE TAX-EXEMPT AFFILIATES WITHIN THE TJU SYSTEM; INCLUDING BUT NOT LIMITED TO, THE TAX-EXEMPT MEMBERS WITHIN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING AND MONTGOMERY HOSPITAL. THE TJU SYSTEM IS A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS PROVIDED FOR IN ARTICLE I, SECTION 1.2 OF THE ORGANIZATION'S BYLAWS, THE PURPOSE OF JHC IS TO "OPERATE (A) EXCLUSIVELY (WITHIN THE MEANING OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED (THE "CODE")) FOR CHARITABLE, RELIGIOUS, EDUCATIONAL AND SCIENTIFIC PURPOSES BENEFITTING, PERFORMING THE FUNCTIONS OF, AND/OR CARRYING OUT THE PURPOSES OF THE ENTITIES OVER WHICH THE CORPORATION IS THE SOLE MEMBER OR EQUITY HOLDER OR EXERCISES GOVERNANCE CONTROL (THE "SUBSIDIARIES") AND SUCH OTHER PUBLICLY SUPPORTED ORGANIZATIONS AS QUALIFY AS EXEMPT ORGANIZATIONS UNDER SECTION 501(C)(3) AND SECTIONS 509(A)(1) OR (2) OF THE CODE, OR THE CORRESPONDING SECTION OF ANY FUTURE FEDERAL TAX CODE, AND (B) AS PART OF THE NONPROFIT INTEGRATED ACADEMIC MEDICAL CENTER AND UNIFIED HEALTH CARE SYSTEM GOVERNED BY THOMAS JEFFERSON UNIVERSITY, A PENNSYLVANIA NONPROFIT CORPORATION." AS OUTLINED ABOVE JHC'S ACTIVITIES FURTHER THE CHARITABLE TAX-EXEMPT PURPOSES OF TJU AND THE TJU SYSTEM WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. false true false false false false false false true 234448 234448 false false SCHEDULE C, PART II-B; LINE 1I DURING THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION PAID AN INDEPENDENT OUTSIDE LOBBYING FIRM A TOTAL OF $229,251 FOR LOBBYING ON A FEDERAL, STATE AND LOCAL LEVEL RELATED TO MEDICARE, MEDICAID AND OTHER HEALTHCARE LEGISLATIVE MATTERS IMPACTING ITS AFFILIATES INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING AND THEIR PATIENTS AND SURROUNDING COMMUNITY. THE ORGANIZATION HAS ALLOCATED TOWARD LOBBYING ACTIVITY A PERCENTAGE OF COMPENSATION PAID TO CERTAIN SENIOR MANAGEMENT PERSONNEL TO REPRESENT TIME SPENT ADDRESSING FEDERAL AND STATE HEALTHCARE MATTERS. THIS ALLOCATION AMOUNTS TO $5,197 DURING THE FISCAL YEAR ENDED JUNE 30, 2025. 22519880 102231 2036753 1312440 23346424 16032669 5905127 1564939 982855 22519880 15180555 852114 16032669 16547677 -1367122 15180555 12853448 3694229 16547677 1.00000 true true true 871300 871300 2828451 430806 2397645 65875 28504 37371 62020 62020 3368336 INSTITUTIONAL INVESTMENTS 27919908 F 27919908 RIGHT OF USE ASSET 38934459 INSURANCE RECEIVABLE 2334000 DUE FROM AFFILIATES 1344607 OTHER ASSETS 16666 42629732 0 RIGHT OF USE LIABILITIES 43774844 OTHER PAYABLES 31045744 ACCRUED PROFESSIONAL LIAB. CLAIMS 4698000 OTHER LIABILITIES 14613 79533201 SCHEDULE D, PART V; LINE 4 ENDOWMENTS - TRUE ENDOWMENT FUNDS ESTABLISHED BY DONOR GIFTS AND MAINTAINED TO PROVIDE A PERMANENT SOURCE OF INCOME, GENERALLY STIPULATING THAT THE PRINCIPAL MUST BE INVESTED AND KEPT INTACT PERPETUALLY WHILE THE INCOME GENERATED MAY BE USED BY THE ORGANIZATION. PERPETUAL TRUSTS - THESE ARE FUNDS HELD BY OUTSIDE TRUSTEES IN TRUST ACCOUNTS FOR WHICH ALBERT EINSTEIN MEDICAL CENTER IS NAMED AS BENEFICIARY. THE DISTRIBUTIONS FROM THESE FUNDS SUPPORT THE OPERATIONS OF THE ORGANIZATION. TEMPORARILY RESTRICTED FUNDS - USED FOR PURPOSES SPECIFIED BY DONORS. ENDOWMENT FUNDS ARE TO BE USED CONSISTENT WITH INTENT AND IN FURTHERANCE OF THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE ORGANIZATION AND ITS CONTROLLED AFFILIATES FOR THE YEARS ENDED JUNE 30, 2025, AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT. THE FOLLOWING FOOTNOTE IS INCLUDED IN THE ORGANIZATION'S AUDITED CONSOLIDATED FINANCIAL STATEMENTS THAT ADDRESSES THE SYSTEM'S ENDOWMENT FUNDS: TJU'S ENDOWMENTS CONSIST OF APPROXIMATELY 1,500 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. THE ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. NET ASSETS ASSOCIATED WITH EACH OF THESE GROUPS OF FUNDS ARE CLASSIFIED AND REPORTED BASED UPON THE EXISTENCE OR ABSENCE OF DONOR-IMPOSED RESTRICTIONS. THE UNIVERSITY REPORTS ALL ENDOWMENT INVESTMENTS AT FAIR VALUE. CASH EQUIVALENTS IN ENDOWMENTS ARE TREATED AS INVESTMENTS. FROM TIME TO TIME, THE FAIR VALUE OF ASSETS ASSOCIATED WITH INDIVIDUAL DONOR-RESTRICTED ENDOWMENT FUNDS MAY FALL BELOW THE LEVEL THAT THE DONOR REQUIRES TJU TO RETAIN AS A FUND OF PERPETUAL DURATION. SHORTFALLS OF THIS NATURE ARE CLASSIFIED AS A REDUCTION OF DONOR-RESTRICTED NET ASSETS. THESE SHORTFALLS RESULTED FROM UNFAVORABLE MARKET FLUCTUATIONS THAT OCCURRED SHORTLY AFTER THE INVESTMENT OF NEW CONTRIBUTIONS TO ENDOWMENT AND CONTINUED APPROPRIATION FOR CERTAIN PROGRAMS THAT WAS DEEMED PRUDENT BY TJU. THE HISTORICAL VALUE OF THESE FUNDS WERE $31.8 MILLION AND $38.5 MILLION AS OF JUNE 30, 2025 AND 2024, RESPECTIVELY. THE CURRENT VALUE OF THESE FUNDS ARE $30.5 MILLION AND $36.3 MILLION AS OF JUNE 30, 2025 AND 2024, RESPECTIVELY. THE COMMONWEALTH OF PENNSYLVANIA HAS NOT ADOPTED THE UNIFORM MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UMIFA) OR THE UNIFORM PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (UPMIFA). INSTEAD, THE PENNSYLVANIA ACT GOVERNS THE INVESTMENT, USE AND MANAGEMENT OF TJU'S ENDOWMENT FUNDS. THE PENNSYLVANIA ACT PERMITS A NONPROFIT ORGANIZATION TO ADOPT AN APPROPRIATION POLICY DESIGNED TO PRESERVE THE LONG-TERM REAL VALUE INVESTMENTS. CONSISTENT WITH THE PENNSYLVANIA ACT, TJU'S INVESTMENT POLICY OBJECTIVES ARE TO PROVIDE SUFFICIENT SPENDABLE INCOME TO MEET CURRENT AND FUTURE BUDGETARY REQUIREMENTS WHILE PROTECTING THE PURCHASING POWER OF ENDOWMENT ASSETS. FOR BOTH 2025 AND 2024, TJU CALCULATED SPENDABLE INCOME FOR ENDOWMENT FUNDS AT 7% OF A ROLLING THREE-YEAR AVERAGE. CORE FORM, PART I, LINES 3 & 4 & PART VI, SECTION A; Q'S 1A & 1B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS REFLECTED ON CORE FORM, PART I, LINES 3 AND 4 AND ALSO IN PART VI, LINES 1A AND 1B, THERE ARE A TOTAL OF four VOTING MEMBERS ON THE BOARD OF TRUSTEES. OF THESE four VOTING MEMBERS, NONE ARE INDEPENDENT DUE TO THE FACT THAT THEY ARE EMPLOYED BY AN AFFILIATE WITHIN THE SYSTEM AND RECEIVE COMPENSATION IN THEIR RESPECTIVE ROLES. ALTHOUGH THIS FEDERAL FORM 990 SHOWS NO INDEPENDENT BOARD OF TRUSTEES UNDER THE INTERNAL REVENUE SERVICE DEFINITIONS; THIS ORGANIZATION ACTS IN A CHARITABLE TAX-EXEMPT MANNER FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CONTROLLED BY THOMAS JEFFERSON UNIVERSITY; WHICH IS GOVERNED BY A BOARD WHOSE MAJORITY IS COMPRISED OF INDEPENDENT VOTING MEMBERS. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS JEFFERSON HEALTH CORPORATION (F/K/A ALBERT EINSTEIN HEALTHCARE NETWORK) IS AN ORGANIZATION RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS TAX-EXEMPT UNDER INTERNAL REVENUE CODE SECTION 501(C)(3). THIS ORGANIZATION IS A SUPPORTING ORGANIZATION OF THOMAS JEFFERSON UNIVERSITY ("TJU") AND IS GOVERNED BY AND PART OF THE TJU/JEFFERSON HEALTH INTEGRATED HEALTHCARE DELIVERY SYSTEM (SYSTEM) WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS THE SOLE MEMBER OF THE SYSTEM'S TAX-EXEMPT HOSPITALS AND VARIOUS OTHER SYSTEM CLINICAL ENTITIES. THE ORGANIZATION'S CHARITABLE PURPOSES ARE TO SUPPORT THOSE SYSTEM ORGANIZATIONS AND THEIR AFFILIATES THAT HAVE, AS ITS PRINCIPAL PURPOSE, THE PROVISION OF COMPASSIONATE, HIGH-QUALITY HEALTHCARE IN ORDER TO ELEVATE THE HEALTH STATUS OF THE PATIENTS IT SERVES IN SOUTHEASTERN PENNSYLVANIA, SOUTHERN NEW JERSEY AND DELAWARE. THE SYSTEM SERVES THESE INDIVIDUALS AND OTHERS WITH HEALTHCARE PROGRAMS AND SERVICES RANGING FROM COMMUNITY HEALTH EDUCATION AND PREVENTIVE MEDICINE TO COMPLEX AND SPECIALIZED CARE REQUIRING ADVANCED TECHNOLOGY AND HIGHLY EXPERT STAFF. THE SYSTEM ENTHUSIASTICALLY EMBRACES ITS SPECIAL RESPONSIBILITY TO THE MOST VULNERABLE RESIDENTS IN ITS PRIMARY SERVICE AREA AND SURROUNDING COMMUNITIES. THE SYSTEM CARES FOR AND TREATS ANY PERSON REGARDLESS OF RACE, RELIGION, NATIONAL ORIGIN, OR THE ABILITY TO PAY. THE SYSTEM'S EDUCATIONAL COMMITMENT INCLUDES PROVIDING HEALTH EDUCATION TO THE COMMUNITY, AND TRAINING AND EDUCATING MEDICAL SCHOOL STUDENTS, GRADUATE AND PRACTICING PHYSICIANS, AND OTHER HEALTHCARE PROFESSIONALS. THE SYSTEM ALSO SUPPORTS CLINICAL RESEARCH FOR THE PURPOSE OF ENHANCING THE QUALITY OF PATIENT CARE AND ADVANCING THE SCIENCE OF MEDICINE. CORE FORM, PART III, QUESTION 2 On august 1, 2024, This organization became the sole corporate member of Lehigh Valley Health Network ("LVHN"); an internal revenue code section 501(c)(3) tax-exempt organization. LVHN was the parent company of an integrated healthcare system in eastern Pennsylvania with a mission to heal, comfort, and care for the people in the communities it serves, including Lehigh, Northampton, Schuylkill, Carbon, Monroe, Luzerne, and Lackawanna Counties in Pennsylvania. IN ADDITION, EFFECTIVE WITH THE CLOSE OF BUSINESS JUNE 30, 2025, This ORGANIZATION BECAME THE SOLE CORPORATE MEMBER OF VARIOUS LVHN RELATED entities WHEN LVHN WAS STATUTORILY MERGED INTO THIS ORGANIZATION BY OPERATION OF LAW. This organization became the SOLE MEMBER of EINSTEIN CARE PARTNERS ALLIANCE, LLC, JEFFERSON POPULATION Health services ORGanization, LLC and JEFFERSON VALUE-BASED HOLDING COMPany, LLC; Single member LLCs. These entities engage in population health services which further the charitable tax-exempt purposes of Thomas jefferson University/jefferson health; including Jefferson Health Corporation. CORE FORM, PART V; QUESTION 1A & CORE FORM, PART VII; SECTION B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH ("NETWORK"); A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FORM 990 REFLECTS five TOP FIVE INDEPENDENT CONTRACTORS FOR SERVICES AND REPORTS THAT NO FORMS 1099 WERE FILED WITH THE INTERNAL REVENUE SERVICE ("IRS"). ALBERT EINSTEIN MEDICAL CENTER ("AEMC"), A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION PAYS ALL OUTSTANDING ACCOUNTS PAYABLE INVOICES ON BEHALF OF THIS ORGANIZATION. IN CONJUNCTION WITH THIS SERVICE, AEMC ALSO PREPARES AND ISSUES FORMS 1099 TO THESE VENDORS RECEIVING PAYMENTS WHERE APPLICABLE AND FILES THESE FORMS 1099 WITH THE IRS. AEMC ALLOCATES THESE PAYMENTS TO THE ORGANIZATION VIA AN INTERCOMPANY ACCOUNT. CORE FORM 990, PART V, LINE 2A AND CORE FORM, PART IX, LINE 24 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH ("NETWORK"); A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. JEFFERSON HEALTH CORPORATION ("JHC") HAS ENTERED INTO A COMMON PAYMASTER AND PAYROLL REPORTING AGENT RELATIONSHIP WITH A RELATED ORGANIZATION, ALBERT EINSTEIN MEDICAL CENTER ("AEMC"). AS SUCH, AEMC ISSUES ALL REQUIRED FORMS W-2 RELATED TO THE EMPLOYEES OF JHC. CORE FORM, PART V, QUESTION 15 JOSEPH G. CACCHIONE, M.D., FACC IS AN OFFICER/trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. dR. CACCHIONE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; a RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. Effective February 2025, Thomas J. Marchozzi, MBA, CPA became AN OFFICER/trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley hospital. ACCORDINGLY, Lehigh Valley hospital FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO His COMPENSATION IN EXCESS OF $1M. BRIAN A. NESTeR, D.O., MBA IS A trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Dr. Nester RECEIVES A FEDERAL FORM W-2 FROM lehigh valley hospital and thomas jefferson university; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONs. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH lehigh valley hospital. ACCORDINGLY, lehigh valley hospital FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. BALIGH R. YEHIA, M.D. IS AN OFFICER/trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Dr. yehia RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; a RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. DIXIEANNE P. JAMES SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MS. JAMES RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; a RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, ALBERT EINSTEIN MEDICAL CENTER FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO MS. CAVALIERI'S COMPENSATION IN EXCESS OF $1M. FROM JULY 2024 TO FEBRUARY 2025, JOHN P. MORDACH WAS an OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. THOMAS JEFFERSON UNIVERSITY FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. Kenneth D. Levitan is a Former Officer of this organization. Mr. Levitan received a Form W-2 from albert einstein medical center; a related internal revenue code section 501(c)(3) tax-exempt organization under a common paymaster arrangement. Accordingly, albert einstein medical center filed a 2024 federal form 4720 which included a remittance of excise tax related to mr. Levitan's compensation in excess of $1m. CORE FORM, PART VI, SECTION A; QUESTION 4 On August 1, 2024, This organization became the sole corporate member of Lehigh Valley Health Network ("LVHN"); an internal revenue code section 501(c)(3) tax-exempt organization. IN addition, effective with the close of business on June 30, 2025, LVHN, BCCT Over Corp, GHMC Management, Inc. and Jeff Club; internal revenue code section 501(c)(3) tax-exempt organizations, were statutorily merged into this organization. CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF THIS ORGANIZATION. TJU 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. CORE FORM, PART VI, SECTION B; QUESTION 11B The organization is an affiliate within Thomas Jefferson University/Jefferson Health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("System"), with a tripartite mission of education, research and patient care. The organization's federal form 990 was made available to each voting member of the organization's governing body prior to filing of the form 990 with the Internal Revenue Service ("IRS"). As part of the tax return preparation process the organization hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the federal form 990. The CPA firm's tax professionals worked closely with the System's finance personnel and various other system individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal form 990 and furnished it to the System's internal working group for their review. The internal working group reviewed the draft Federal form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft Federal form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the CPA firm made a presentation to the Thomas Jefferson University's finance, assurance & compliance committee regarding the System's Forms 990 together with a healthcare industry tax update. CORE FORM, PART VI, SECTION B; QUESTION 12 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT-OF-INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT-OF-INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT-OF-INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT-OF-INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT HE OR SHE WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO TJU'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. CORE FORM, PART VI, SECTION B; QUESTION 15 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS. CORE FORM, PART VI, SECTION C; QUESTION 19 THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA. CORE FORM, PART VII AND SCHEDULE J CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM THIS ORGANIZATION OR A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE ORGANIZATION OR A RELATED ORGANIZATION AND NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S GOVERNING BODY. CORE FORM, PART VII AND SCHEDULE J JOSEPH G. CACCHIONE, M.D., FACC IS AN OFFICER/trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. dR. CACCHIONE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; a RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, His REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN:23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. Effective February 2025, Thomas J. Marchozzi, MBA, CPA became AN OFFICER/trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley hospital. ACCORDINGLY, His REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE Lehigh Valley Hospital (EIN: 23-1689692) FEDERAL FORM 990. PLEASE REFER TO THE Lehigh Valley Hospital FEDERAL FORM 990 FOR THIS INFORMATION. BRIAN A. NESTER, D.O., MBA IS A trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Dr. Nester RECEIVES A FEDERAL FORM W-2 FROM lehigh valley hospital and thomas jefferson university; RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONs. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH lehigh valley hospital. ACCORDINGLY, His REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE Lehigh Valley Hospital (EIN: 23-1689692) FEDERAL FORM 990. PLEASE REFER TO THE Lehigh Valley Hospital FEDERAL FORM 990 FOR THIS INFORMATION. BALIGH R. YEHIA, M.D., MPP, MSC IS AN OFFICER/trustee OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Dr. yehia RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; a RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, His REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. FROM JULY 2024 TO DECEMBER 2024 STEVEN L. SIVAK, M.D. WAS A VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. DR. SIVAK RECEIVED A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FORM 990 FOR THIS INFORMATION. DIXIEANNE P. JAMES SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. SHE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FEDERAL FORM 990 FOR THIS INFORMATION. CRISTINA G. CAVALIERI, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. CAVALIERI IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. FROM JULY 2024 TO FEBRUARY 2025, JOHN P. MordaCH WAS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH RECEIVED A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP WAS WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. BETH DUFFY AND ROHIT GULATI, M.D. ARE OFFICERS OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. THESE INDIVIDUALS RECEIVE A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, THEIR REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FORM 990 FOR THIS INFORMATION. Kenneth D. Levitan, a former officer of this organization, RECEIVED A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FORM 990 FOR THIS INFORMATION. Gerard F. Blaney, a former officer of this organization, RECEIVED A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FORM 990 FOR THIS INFORMATION. Penny J. Rezet, Esq., a former officer of this organization, RECEIVED A FEDERAL FORM W-2 FROM ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION UNDER A COMMON PAYMASTER ARRANGEMENT. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. ACCORDINGLY, HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FORM 990 FOR THIS INFORMATION. CORE FORM, PART VII, SECTION A, COLUMN B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM RESTRICTION - $141,733; - CHANGE IN PENSION LIABILITY - $10,051,016; - Contributions received in Lehigh Valley Health Network acquisition - $256,733,000; - OTHER NET ASSET TRANSFERS FROM RELATED ORGANIZATIONS - $2,869,762; AND - OTHER CHANGES IN NET ASSETS - ($1,263,945). CORE FORM, PART XII; QUESTION 2 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING ("CPA") FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2025 AND JUNE 30, 2024; RESPECTIVELY AND ISSUED A CONSOLIDATED AUDITED FINANCIAL STATEMENT. AN UNMODIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TJU'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE HAS ASSUMED RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF THE CONSOLIDATED FINANCIAL STATEMENTS, WHICH INCLUDES THE SELECTION OF AN INDEPENDENT AUDITOR. FORM 990 PART IX LINE 11G DESCRIPTION:BILLING & COLLECTION SVCS TOTAL FEES:7372167 FORM 990 PART IX LINE 11G DESCRIPTION:PURCHASED SERVICES TOTAL FEES:1121075 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:840719 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:615324 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:22803 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER SERVICES TOTAL FEES:183257 EINSTEIN CARE PARTNERS ALLIANCE LLC 1101 MARKET STREET PHILADEPHIA PA 191072934 301440076 HEALTH SVCS. PA 0 0 JHC EINSTEIN CARE PARTNERS LLC 3300 HENRY AVE FALLS 2 PHILADEPHIA PA 19121 821548407 HEALTH SVCS. PA -34382570 0 JHC JEFFERSON POPULATION HLTH SVCS ORG LLC 1101 MARKET STREET PHILADEPHIA PA 191072934 365133678 HEALTH SVCS. PA 0 0 JHC JEFFERSON VALUE-BASED HOLDING COMP LLC 1101 MARKET STREET PHILADEPHIA PA 191072934 301440082 HEALTH SVCS. PA 0 0 JHC LVHN ACCOUNTABLE CARE ORGANIZATION 1200 S CEDAR CREST BLVD ALLENTOWN PA 181036202 300830409 HEALTH SVCS. PA 0 0 JHC ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232188052 FUNDRAISING PA 501(C)(3) 7 JHC true ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352152 HEALTH SVCS. PA 501(C)(3) 3 JHC true ALBERT EINSTEIN MEDICAL CENTER 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231396794 HEALTH SVCS. PA 501(C)(3) 3 JHC true ARIA HEALTH ORTHOPAEDICS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 460779942 HEALTH SVCS. PA 501(C)(3) 10 JMG false ARIA HEALTH PHYSICIAN SERVICES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232691968 HEALTH SVCS. PA 501(C)(3) 3 JMG false BCCT OVER CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352200 HEALTH SVCS. PA 501(C)(3) 3 JHC true BROADLINE RISK RETENTION GROUP 100 BANK STREET BURLINGTON VT 05401 272583356 INSURANCE VT 501(C)(3) 12A JHC true EINSTEIN COMMUNITY HEALTH ASSOCIATES 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232760086 HEALTH SVCS. PA 501(C)(3) 12A JHC true EINSTEIN MEDICAL CENTER MONTGOMERY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 204193243 HEALTH SVCS. PA 501(C)(3) 3 JHC true EINSTEIN PRACTICE PLAN INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232664784 HEALTH SVCS. PA 501(C)(3) 12A JHC true EMERGENCY TRANSPORT ASSOCIATES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622004 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false FAMILY CARE CENTERS INC PO BOX 4000 ALLENTOWN PA 181054000 232349341 HEALTH SVCS. PA 501(C)(3) 3 LVPG false FORNANCE PHYSICIAN SERVICES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232275991 HEALTH SVCS. PA 501(C)(3) 12A JHC true GHMC MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232225809 MANAGEMENT PA 501(C)(3) 12A AEMC false HAZLETON HEALTH & WELLNESS CENTER PO BOX 4000 ALLENTOWN PA 181054000 232580968 HEALTH SVCS. PA 501(C)(3) 12B JHC true HAZLETON PROFESSIONAL SERVICES PO BOX 4000 ALLENTOWN PA 181054000 205880364 HEALTH SVCS. PA 501(C)(3) 3 LVPG false HEALTH PARTNERS FOUNDATION 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 311674587 FUNDRAISING PA 501(C)(3) 12A HPP false HEALTH PARTNERS PLANS INC 901 MARKET STREET SUITE 500 PHILADELPHIA PA 19107 232379751 INSURANCE PA 501(C)(4) JHNE false JEFFERSON CLUB AKA JEFF FACULTY CLUB 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232167488 HEALTH SVCS. PA 501(c)(3) 12A TJU false JEFFERSON HEALTH - NORTHEAST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 230596940 HEALTH SVCS. PA 501(C)(3) 3 JHC true JEFFERSON HEALTH - NORTHEAST FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 237318683 FUNDRAISING PA 501(C)(3) 12A JHNE false JEFFERSON MEDICAL CARE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232858320 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON MEDICAL GROUP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 233026939 HEALTH SVCS. PA 501(C)(3) 12B JHC true JEFFERSON UNIVERSITY PHYSICIANS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232809585 HEALTH SVCS. PA 501(C)(3) 12A JMG false JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 464855345 HEALTH SVCS. NJ 501(C)(3) 12A JMG false JEFFEX INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622009 HEALTH SVCS. PA 501(C)(3) 12A TJUH true JUP of NJ KT PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 882234070 Health svcs. PA 501(C)(3) 12A JMG false KENNEDY HEALTH CARE FOUNDATION INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 800550282 FUNDRAISING NJ 501(C)(3) 7 KUH false KENNEDY HEALTH FACILITIES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442032 HEALTH SVCS. NJ 501(C)(3) 12A JHC true KENNEDY MEDICAL GROUP PRACTICE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 461420853 HEALTH SVCS. NJ 501(C)(3) 10 JMG false KENNEDY PROPERTY CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222442034 REAL ESTATE NJ 501(C)(3) 12A KUH false KENNEDY UNIVERSITY HOSPITAL INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 221773439 HEALTH SVCS. NJ 501(C)(3) 3 JHC true LANSDALE HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 263359979 HEALTH SVCS. PA 501(c)(3) 3 JHC true LEHIGH VALLEY HEALTH NETWORK PO BOX 4000 ALLENTOWN PA 181054000 222458317 MANAGEMENT PA 501(C)(3) 12C JHC true LEHIGH VALLEY HOSPITAL PO BOX 4000 ALLENTOWN PA 181054000 231689692 HEALTH SVCS. PA 501(C)(3) 3 JHC true LEHIGH VALLEY HOSPITAL - HAZLETON PO BOX 4000 ALLENTOWN PA 181054000 232421970 HEALTH SVCS. PA 501(C)(3) 3 JHC true LEHIGH VALLEY HOSPITAL - POCONO PO BOX 4000 ALLENTOWN PA 181054000 240795623 HEALTH SVCS. PA 501(C)(3) 3 JHC true LEHIGH VALLEY HOSPITAL - SCHUYLKILL PO BOX 4000 ALLENTOWN PA 181054000 231352202 HEALTH SVCS. PA 501(C)(3) 3 JHC true LEHIGH VALLEY PHYSICIAN GROUP PO BOX 4000 ALLENTOWN PA 181054000 232700908 HEALTH SVCS. PA 501(C)(3) 3 JHC true LEONARD PARKER POOL INSTITUTE FOR HEALTH PO BOX 4000 ALLENTOWN PA 181054000 851211082 FUNDRASING PA 501(C)(3) 3 LVH false LVHN EMERGENCY MEDICAL SERVICES PO BOX 4000 ALLENTOWN PA 181054000 232532377 HEALTH SVCS. PA 501(C)(3) 10 JHC true LVHN REALTY HOLDING COMPANY PO BOX 4000 ALLENTOWN PA 181054000 232245513 REAL ESTATE PA 501(C)(3) 12C JHC true METHODIST ASSOC IN HEALTHCARE OF NJ PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223537847 HEALTH SVCS. NJ 501(c)(3) 12A JMG false METHODIST ASSOCIATES IN HEALTHCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232678055 HEALTH SVCS. PA 501(C)(3) 12A JMG false MONTGOMERY HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222456265 FUNDRAISING PA 501(C)(3) 12B EMCM false MONTGOMERY HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352193 HEALTH SVCS. PA 501(C)(3) 3 JHC true MONTGOMERY HOSPITAL WORKERS COMP TRUST 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232351775 HEALTH SVCS. PA 501(C)(3) 12A EMCM false PHILADELPHIA UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352294 EDUCATION PA 501(C)(3) 2 TJU false POCONO HEALTH FOUNDATION PO BOX 4000 ALLENTOWN PA 181054000 232516451 FUNDRASING PA 501(C)(3) 12A LVHP false POCONO HS MED PROFESS LIAB SELF INS TRST PO BOX 4000 ALLENTOWN PA 181054000 206560453 INSURANCE PA 501(C)(3) 12A LVHP false POCONO VNA-HOSPICE PO BOX 4000 ALLENTOWN PA 181054000 232535297 HEALTH SVCS. PA 501(C)(3) 10 LVHP false SCHUYLKILL HEALTH SYSTEM MED GROUP INC PO BOX 4000 ALLENTOWN PA 181054000 232866006 HEALTH SVCS. PA 501(C)(3) 10 LVPG false STAT MEDICAL TRANSPORT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222443981 HEALTH SVCS. NJ 501(C)(3) 10 JHC true SUTHBREIT PROPERTIES LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232214351 REAL ESTATE PA 501(c)(2) JEFFEX INC false THE MAGEE MEM'L HOSP FOR CONVALESCENTS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231476328 HEALTH SVCS. PA 501(C)(3) 3 JHC true THOMAS JEFFERSON UNIVERSITY 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352651 EDUCATION PA 501(C)(3) 2 NA false THOMAS JEFFERSON UNIVERSITY HOSPITALS 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232829095 HEALTH SVCS. PA 501(C)(3) 3 JHC true WALNUT HOME THERAPEUTICS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232622006 HEALTH SVCS. PA 501(C)(3) 10 JEFFEX INC false 1100 WALNUT ASSOC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332396 MEDICAL OFFICE PA NA CHP-LVHN JV LLC 1509 BANKS STREET HOUSTON TX 770066019 863918453 HOSPITAL OPS. DE JHC RELATED 0 0 false 0 false 0.51000 EASTERN PA ENDOSCOPY CTR 1501 N CEDAR CREST BLVD SUITE 100 ALLENTOWN PA 181042309 842257961 HEALTH SVCS. PA JHC INVESTMENT 0 0 false 0 false 0.51000 FAIRGROUNDS MEDICAL CENTER 400 N 17TH STREET SUITE 102 ALLENTOWN PA 181045052 232530427 REAL ESTATE PA NA HAZLETON SURGERY CENTER LLC 17480 DALLAS PARKWAY SUITE 210 DALLAS TX 752877304 201232531 HEALTH SVCS. PA NA JEFF UNIV RAD ASSOC 840 CRESCENT CTR DR FRANKLIN TN 37067 412043518 HEALTH SVCS. PA NA JEFFHEDGE LLC 1301 2ND AVE SEATTLE WA 98101 453214379 INVESTMENTS DE NA JEFF-SOLIS MAMMOgr SVCS LLC 11601 DALLAS parkway ADDISON TX 75001 824363232 HEALTH SVCS. DE NA JUNIATA MED BLD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232450132 MEDICAL OFFICE PA NA KENNEDY CH SURG 11221 ROE AVE LEAWOOD KS 66211 472462625 SURGERY CENTER NJ NA LEHIGH VALLEY IMAGING LLC 1247 S CEDAR CREST BLVD SUITE 105 ALLENTOWN PA 181036202 464551937 HEALTH SVCS. PA NA LVHN RECIPROCAL RISK RETENTION GROUP 151 MEETING STREET SUITE 301 CHARLESTON SC 294012238 200037118 INSURANCE PA JHC RELATED 0 0 false 0 false 0.10000 MLJH LLC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 821445171 MEDICAL SERVICES PA NA MONROE ENDOSCOPY CENTER LLC 1501 N CEDAR CREST BLVD SUITE 100 ALLENTOWN PA 181042309 884118030 HEALTH SVCS. PA JHC RELATED 0 0 false 0 false 0.51000 NAZARETH ENDOSCOPY CENTER LLC 1501 N CEDAR CREST BLVD SUITE 110 ALLENTOWN PA 181042309 824072967 HEALTH SVCS. PA JHC INVESTMENT 0 0 false 0 false 0.51000 PGC ENDO CTR FOR EXC LLC 700 COTTMAN AVEnue PHILADELPHIA PA 19111 472638657 HEALTH SVCS. PA NA POCONO AMBULATORY SURGERY CENTER LTD 1 STORM STREET STROUDSBURG PA 183602406 232611442 HEALTH SVCS. PA NA POCONO HEALTH SYSTEM INV COLLAB LP PO BOX 4000 ALLENTOWN PA 181054000 472125419 INVESTMENTS PA NA RIVERVIEW SURG CTR LLC 3 CRESCENT DR PHILADELPHIA PA 19112 263911509 HEALTH SVCS. PA NA RIVERVIEW SURG CTR LP 3 CRESCENT DR PHILADELPHIA PA 19112 263910345 HEALTH SVCS. PA NA ROTHMAN ORTHO SPEC HOSP 11221 ROE AVE LEAWOOD KS 66211 270260289 HEALTH SVCS. PA NA SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP PO BOX 4000 ALLENTOWN PA 181054000 232514813 REAL ESTATE PA NA TMB ENTERPRISE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232400586 MEDICAL OFFICE PA NA UHS-LVHN JV LLC 367 S GULPH ROAD KING OF PRUSSIA PA 194063121 871641782 HOSPITAL OPS. PA NA 925 WALNUT STREET CORP 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841657497 REAL ESTATE PA NA S CORP. false ATRIUM CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232075587 HEALTH SVCS. PA NA C CORP. false CARBON SCHUYLKILL ENDOSCOPY CENTER INC 400 S NINTH STREET LEHIGHTON PA 182351812 731662391 HEALTH SVCS. PA NA S CORP. false CMMC INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232256479 REAL ESTATE PA NA C CORP. false EINSTEIN HEALTHCARE SYSTEMS INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232314938 INACTIVE PA NA C CORP. false HEALTH CARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 200214524 HEALTH SVCS. PA NA C CORP. false HEALTHMARK INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232259593 HEALTH SVCS. PA NA C CORP. false JEFFCARE INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232830152 HEALTH SVCS. PA NA C CORP. false JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 841980055 HEALTH SVCS. NJ NA C CORP. false JEFFERSON PHYSICIAN SVCS OF CALIFORNIA 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 371856786 INACTIVE CA NA C CORP. false KENNEDY ACCESS INCORPORATED 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 472661672 INVESTMENTS NJ NA C CORP. false KENNEDY MANAGEMENT GROUP INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223347294 MANAGEMENT NJ NA C CORP. false LEHIGH VALLEY HEALTH SERVICES INC PO BOX 4000 ALLENTOWN PA 181054000 232263665 HEALTH SVCS. PA JHC C CORP. 0 0 1.00000 false LEHIGH VALLEY PHYSICIAN HOSPITAL ORG INC 1605 N CEDAR CREST BLVD SUITE 411 ALLENTOWN PA 18104 232750430 HEALTH SVCS. PA NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232922471 INACTIVE PA NA C CORP. false MID-ATLANTIC MATERNAL FETAL INSTITUTE PC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 223536371 INACTIVE NJ NA C CORP. false PARTNERS INSURANCE COMPANY OF NJ 1101 MARKET STREET SUITE 2400 PHILADELPHIA PA 19107 990925330 INSURANCE NJ NA C CORP. false PARTNERS INSURANCE COMPANY INC 1101 MARKET STREET SUITE 2400 PHILADELPHIA PA 19107 883557817 INSURANCE PA NA C CORP. false POPULYTICS INC PO BOX 4000 ALLENTOWN PA 181054000 232539282 HEALTH SVCS. PA NA C CORP. false PROFESSIONAL MEDICAL MANAGEMENT INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 222559690 INACTIVE NJ NA C CORP. false REHAB VENTURES INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232619394 INACTIVE PA NA C CORP. false SCHUYLKILL MEDICAL PLAZA - CONDO ASSOC PO BOX 4000 ALLENTOWN PA 181054000 232931821 CONDO. ASSOC. PA NA C CORP. false SPECTRUM HEALTH VENTURES INC PO BOX 4000 ALLENTOWN PA 181054000 232391479 HEALTH SVCS. PA NA C CORP. false SYSTEM SERVICE CORPORATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232218944 HOLDING CO. DE NA C CORP. false TF DEVELOPMENT LTD 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232197865 REAL ESTATE PA NA C CORP. false TJU INC 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232146678 REAL ESTATE PA NA C CORP. false WALNUT REALTY CO 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232332416 REAL ESTATE PA NA C CORP. false false false false false false false false false false false true true false false false false false false false SCHEDULE R, PART V THIS ORGANIZATION IS A MEMBER OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM. FUNDS ARE ROUTINELY TRANSFERRED BETWEEN AFFILIATES AND BUSINESS ACTIVITIES ARE COMMON ON BEHALF OF THE SYSTEM'S AFFILIATES, INCLUDING THIS ORGANIZATION. THESE TRANSACTIONS MAY BE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND OTHER AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY COST EFFECTIVE HEALTHCARE AND WELLNESS SERVICES TO THEIR COMMUNITIES REGARDLESS OF ABILITY TO PAY AND IN FURTHERANCE OF CHARITABLE TAX-EXEMPT PURPOSES.