2026-05-13T15:31:35-05:00 2025-06-30 WithumSmithBrown PC 1835 MARKET STREET SUITE 1710 PHILADELPHIA PA 191032945 990 2024-07-01 221773439 KENNEDY UNIVERSITY HOSPITAL INC % RONALD C KELLER CPA KENN 8566615100 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 MICHAEL HARRINGTON EVP/CFO 2152456040 2026-05-12 true true Scott J Mariani P00642486 2155462140 2024 2025-03-06 01:10:19Z AARON CHANG FACHE 1101 MARKET ST STE 2004 PHILADELPHIA PA 19107 950814569 false X WWW.JEFFERSONHEALTH.ORG X 1965 NJ THE MISSION OF KENNEDY UNIVERSITY HOSPITAL, INC. IS TO IMPROVE LIVES. 15 12 4814 8 0 0 9080175 578562 799546504 916283070 6794513 32576023 1599085 1376914 817020277 950814569 18126 0 0 0 368001118 391848127 0 0 1619657 401465963 472547744 769485207 864395871 47535070 86418698 1249670035 1338921956 666738585 674180724 582931450 664741232 X TO FUNCTION AS AN ACADEMIC MEDICAL CENTER THAT PROVIDES THE FINEST HEALTHCARE SERVICES WITH EXCELLENT OUTCOMES TO PEOPLE LIVING IN OUR COMMUNITIES. 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A PORTION OF THE DUES PAID TO THESE ORGANIZATIONS HAS BEEN ALLOCATED TO LOBBYING ACTIVITES PERFORMED ON BEHALF OF THE ORGANIZATION. THIS ALLOCATION AMOUNTED TO $46,907 DURING THE FISCAL YEAR ENDED JUNE 30, 2025. THIS ORGANIZATION IS A MEMBER OF NJ CHAMBER OF COMMERCE TO WHICH IT PAID DUES IN THE AMOUNT OF $1,575 DURING THE FISCAL YEAR ENDED JUNE 30, 2025. ONE OF THE FUNCTIONS OF NJ CHAMBER OF COMMERCE IS TO ENGAGE IN LOBBYING ACTIVITIES PERFORMED ON BEHALF OF ITS MEMBERS. THIS ORGANIZATION IS A MEMBER OF FAIR SHARE HOSPITALS COLLABORATIVE, INC. TO WHICH IT PAID DUES IN THE AMOUNT OF $22,500 DURING THE FISCAL YEAR ENDED JUNE 30, 2025. ONE OF THE FUNCTIONS OF FAIR SHARE HOSPITALS COLLABORATIVE, INC. IS TO ENGAGE IN LOBBYING ACTIVITIES PERFORMED ON BEHALF OF ITS MEMBER HOSPITALS. 201550757 39692737 21731219 13977667 248997046 173275055 23650379 18639826 14014503 201550757 158471897 11964547 14804258 11965647 173275055 0 158474222 2325 158471897 0 0 0.99960 0.00040 false false 13946623 13946623 668734757 104632724 564102033 380880 362209 18671 257694418 158473743 99220675 14765554 4545712 10219842 687507844 SHORT-TERM INVESTMENTS 469509 F LONG-TERM INVESTMENTS 269720687 F 270190196 DUE FROM AFFILIATES 175871792 INSURANCE RECOVERABLE 51397804 227269596 0 TJU OBLIGATED GROUP LIABILITY 551298984 ACCRUED PENSION LIABILITY 1138971 ACCRUED MALPRACTICE LIABILITY 60541000 ACCRUED WORKERS COMP CLAIMS 7129058 OTHER LIABILITIES 530860 620638873 SCHEDULE D, PART V; QUESTION 4 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. true true X true X true X 500. true true false false 8738281 8738281 0.01010 144914934 139243376 5671558 0.00660 153653215 139243376 14409839 0.01670 1452125 935775 516350 0.00060 35632659 17032751 18599908 0.02150 46434371 11800013 34634358 0.04010 125521 125521 0.00010 83644676 29768539 53876137 0.06230 237297891 169011915 68285976 0.07900 1 31978 31978 1 31978 31978 true 23851228 4441262 187435799 215084602 -27648803 X true true 3 1 JEFFERSON CHERRY HILL HOSPITAL 2201 CHAPEL AVENUE WEST CHERRY HILL NJ 08002 WWW.JEFFERSONHEALTH.ORG 10401 X X X X 1 2 JEFFERSON STRATFORD HOSPITAL 18 EAST LAUREL ROAD STRATFORD NJ 08084 WWW.JEFFERSONHEALTH.ORG 10403 X X X X 1 3 JEFFERSON WASHINGTON TWNSHIP HOSPITAL 435 HURFFVILLE-CROSS KEYS ROAD TURNERSVILLE NJ 08012 WWW.JEFFERSONHEALTH.ORG 10802 X X X X 1 KUH (FACILITY REPORTING GROUP) 13 false false true X X X X X X X X X 24 true true true true X WWW.JEFFERSONHEALTH.ORG X true 24 true WWW.JEFFERSONHEALTH.ORG false true X 200. 500. X X X X X true true X X X true X WWW.JEFFERSONHEALTH.ORG X WWW.JEFFERSONHEALTH.ORG X SEE ABOVE X X X X X X true X false X X X X true X false false SCHEDULE H, PART V, SECTION B, QUESTION 5 WHILE CONDUCTING ITS MOST RECENT COMMUNITY HEALTH NEEDS ASSESSMENT ("CHNA") KENNEDY UNIVERSITY HOSPITALS, INC. ("KUH") TOOK INTO ACCOUNT INPUT FROM PERSONS WHO REPRESENT THE BROAD INTEREST OF THE COMMUNITY SERVED BY THE HOSPITAL FACILITIES. THE SOUTH JERSEY HEALTH COLLABORATIVE ("SJHC") - CONSISTING OF HOSPITALS, HEALTH SYSTEMS, AND HEALTH DEPARTMENTS WITHIN BURLINGTON, CAMDEN, AND GLOUCESTER COUNTIES - CAME TOGETHER TO UNDERTAKE A COMPREHENSIVE REGIONAL COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA). THE SOUTH JERSEY HEALTH PARTNERSHIP INCLUDED THE FOLLOWING PARTNERS: COOPER UNIVERSITY HEALTH CARE, JEFFERSON HEALTH, VIRTUA HEALTH, AND THE HEALTH DEPARTMENTS OF BURLINGTON, CAMDEN, AND GLOUCESTER COUNTIES. A WIDE VARIETY OF METHODS AND TOOLS WERE USED TO ANALYZE THE DATA COLLECTED BOTH FROM COMMUNITY MEMBERS AND OTHER SOURCES THROUGHOUT THE REGION LEVERAGING INTERVIEWS WITH KEY INFORMANTS AND STAKEHOLDERS, FOCUS GROUPS, AND A COMMUNITY RESIDENT SURVEY TOOL. THE FINDINGS GATHERED THROUGH THIS COLLABORATIVE, INCLUSIVE PROCESS WILL BE USED TO GUIDE COMMUNITY BENEFIT INITIATIVES AT JEFFERSON HEALTH'S NEW JERSEY HOSPITALS AND WILL ENGAGE THE SOUTH JERSEY HEALTH COLLABORATIVE AGENCIES AND OTHER COMMUNITY PARTNERS TO ADDRESS IDENTIFIED NEEDS. PRIMARY RESEARCH AND COMMUNITY ENGAGEMENT ----------------------------------------- THROUGH THIS COMPREHENSIVE VIEW OF STATISTICAL HEALTH INDICATORS AND COMMUNITY STAKEHOLDER FEEDBACK, A PROFILE WAS CREATED OF HEALTH INDICATORS AND SOCIOECONOMIC FACTORS THAT INFLUENCE THE HEALTH AND WELL-BEING OF PEOPLE LIVING IN BURLINGTON, CAMDEN AND GLOUCESTER COUNTIES. PRIMARY RESEARCH METHODS THEN USED TO SOLICIT INPUT FROM PUBLIC HEALTH EXPERTS AND KEY COMMUNITY STAKEHOLDERS REPRESENTING THE BROAD INTERESTS OF THE COMMUNITY UTILIZING INTERVIEWS, AN ONLINE KEY INFORMANT SURVEY AND THROUGH FOCUS GROUPS. THESE FINDINGS WILL GUIDE JEFFERSON HEALTH, THE SOUTH JERSEY HEALTH COLLABORATIVE AND THEIR COMMUNITY PARTNERS IN CREATING A COLLABORATIVE, COORDINATED EFFORT TO ADDRESS COMMUNITY HEALTH NEEDS. THE 2025 CHNA PRIMARY RESEARCH AND COMMUNITY ENGAGEMENT STUDY METHODS INCLUDE: - AN ANALYSIS OF EXISTING SECONDARY DATA SOURCES, INCLUDING PUBLIC HEALTH STATISTICS, DEMOGRAPHIC AND SOCIAL MEASURES, AND HEALTHCARE UTILIZATION - ONE ON ONE KEY INFORMANT INTERVIEWS WITH KEY INDIVIDUALS REPRESENTING DIVERSE HEALTH, POLICY AND COMMUNITY PERSPECTIVES - A KEY INFORMANT SURVEY COMPLETED BY 1470 INDIVIDUALS THROUGHOUT THE AREA WHO REPRESENT FIRST RESPONDERS, HEALTH CARE PROVIDERS, SOCIAL SERVICES PROFESSIONALS, EDUCATORS, FAITH-BASED LEADERS AND COMMUNITY LEADERS - 5 FOCUS GROUPS WITH 56 INDIVIDUALS REPRESENTING DIVERSE, UNDERSERVED, MINORITY AND HISTORICALLY DISADVANTAGED POPULATIONS INCLUDING YOUTH - AN ANALYSIS OF EMERGENCY DEPARTMENT UTILIZATION DATA FROM 2022, 2023 AND 2024 SCHEDULE H, PART V, SECTION B, QUESTIONS 6A & 6B THE 2025 CHNA WAS CONDUCTED BY THE SOUTH JERSEY HEALTH COLLABORATIVE ("SJHC"), WITHIN THREE SOUTHERN NEW JERSEY COUNTIES: BURLINGTON, CAMDEN, AND GLOUCESTER. THROUGH A COORDINATED APPROACH, THE PARTNERSHIP WORKED WITH COUNTY HEALTH DEPARTMENTS AND LOCAL COMMUNITY PARTNERS TO GATHER FEEDBACK AND CONDUCT REGIONAL RESEARCH AND PLANNING EFFORTS TO ENSURE COMMUNITY HEALTH IMPROVEMENT INITIATIVES WERE ALIGNED. THE 2025 SOUTH JERSEY HEALTH COLLABORATIVE CHNA INCLUDES THE FOLLOWING MEMBER HOSPITALS, HEALTH SYSTEMS, AND HEALTH DEPARTMENTS: - COOPER UNIVERSITY HEALTH CARE (COOPER UNIVERSITY HOSPITAL) - JEFFERSON HEALTH (JEFFERSON CHERRY HILL, JEFFERSON STRATFORD, JEFFERSON WASHINGTON TOWNSHIP) - VIRTUA HEALTH (VIRTUA MARLTON, VIRTUA MOUNT HOLLY, VIRTUA VOORHEES, VIRTUA WILLINGBORO, VIRTUA OUR LADY OF LOURDES) - BURLINGTON, CAMDEN, AND GLOUCESTER COUNTY HEALTH DEPARTMENTS SCHEDULE H, PART V, SECTION B, QUESTIONS 7A & 7B THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 7A, IS THE HOME PAGE FOR THE SYSTEM. THE 2025 RCHNA CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: https://www.jeffersonhealth.org/about-us/community/community-health-needs- assessment SCHEDULE H, PART V, SECTION B, QUESTION 10A THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 10, IS THE HOME PAGE FOR THE SYSTEM. THE IMPLEMENTATION STRATEGY CAN BE ACCESSED AT THE FOLLOWING PAGE INCLUDED IN THE SYSTEM'S WEBSITE: https://www.jeffersonhealth.org/about-us/community/community-health-needs- assessment SCHEDULE H, PART V, SECTION B, QUESTION 11 IN FY25, JEFFERSON HEALTH REMAINED FOCUSED ON THE PRIORITIES ESTABLISHED IN THE 2022 COMMUNITY HEALTH NEEDS ASSESSMENT. IN AN EFFORT TO ADDRESS THE NEEDS IDENTIFIED IN THE 2022 REGIONAL CHNA ("RCHNA"), JEFFERSON HEALTH CONVENED ACTION TEAMS CONSISTING OF KEY COMMUNITY STAKEHOLDERS AND ENTERPRISE ADMINISTRATIVE AND CLINICAL LEADERS TO DEVELOP AND IMPLEMENT GOALS AND ACTION PLANS OR IMPLEMENTATION PLANS. LEADERS OF THESE TEAMS WILL REPORT ON PROGRESS ON A QUARTERLY BASIS. AFTER THE COMPLETION OF THE RCHNA, A LIST OF 12 COMMUNITY HEALTH PRIORITIES WAS PRESENTED TO THE STEERING COMMITTEE. USING A MODIFIED HANLON RANKING METHOD, EACH PARTICIPATING HOSPITAL AND HEALTH SYSTEM RATED THE PRIORITIES. AN AVERAGE RATING WAS CALCULATED, AND THE COMMUNITY HEALTH PRIORITIES WERE ORGANIZED IN PRIORITY ORDER BASED ON: - SIZE OF HEALTH PROBLEM - IMPORTANCE TO COMMUNITY - CAPACITY OF HOSPITALS/HEALTH SYSTEMS TO ADDRESS - ALIGNMENT WITH MISSION AND STRATEGIC DIRECTION - AVAILABILITY OF EXISTING COLLABORATIVE EFFORTS THE COMMUNITY HEALTH PRIORITIES FOR THE REGION ARE PRESENTED BELOW IN RANKED ORDER: 1) MENTAL HEALTH CONDITIONS 2) ACCESS TO CARE (PRIMARY & SPECIALTY) 3) CHRONIC DISEASE PREVENTION & MANAGEMENT 4) SUBSTANCE ABUSE AND RELATED DISORDERS 5) HEALTHCARE & HEALTH RESOURCES NAVIGATION 6) RACISM & DISCRIMINATION IN HEALTHCARE 7) FOOD ACCESS 8) CULTURALLY & LINGUISTICALLY APPROPRIATE SERVICES 9) COMMUNITY VIOLENCE 10) HOUSING 11) SOCIOECONOMIC DISADVANTAGE 12) NEIGHBORHOOD CONDITIONS BASED ON ITS PRIMARY SERVICE AREAS, THE ENTERPRISE CREATED FIVE COMMUNITY HEALTH IMPLEMENTATION PLANS ("CHIP") WHICH INCLUDE ALL OF THE ENTERPRISE'S HOSPITAL FACILITIES: - CENTER CITY CHIP (THOMAS JEFFERSON UNIVERSITY HOSPITAL, MAGEE REHABILITATION HOSPITAL, JEFFERSON METHODIST HOSPITAL); - ABINGTON CHIP (JEFFERSON ABINGTON HOSPITAL, JEFFERSON LANSDALE HOSPITAL); - NORTHEAST CHIP (JEFFERSON BUCKS HOSPITAL, JEFFERSON FRANKFORD HOSPITAL, JEFFERSON TORRESDALE HOSPITAL, ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL); - NEW JERSEY CHIP (JEFFERSON CHERRY HILL HOSPITAL, JEFFERSON STRATFORD HOSPITAL AND JEFFERSON WASHINGTON TOWNSHIP HOSPITAL); AND - EINSTEIN CHIP (EINSTEIN MEDICAL CENTER PHILADELPHIA AND EINSTEIN MEDICAL CENTER ELKINS PARK). JEFFERSON HEALTH CONTINUED TO REMAIN FOCUSED ON THE PLANS SET OUT IN THE CHIPS IN FY24. THE ENTERPRISE CHIP'S WERE DEVELOPED IN COLLABORATION WITH KEY COMMUNITY STAKEHOLDERS, ADMINISTRATIVE AND CLINICAL LEADERS. EACH PLAN IS REVIEWED ANNUALLY AND REVISED BASED ON CHANGING COMMUNITY NEEDS, BEST PRACTICES AND SHORT-TERM/INTERMEDIATE OUTCOMES. JEFFERSON HEALTH PLANS TO ADDRESS THE FOLLOWING NEEDS IDENTIFIED WITHIN THE RCHNA: 1) MENTAL HEALTH CONDITIONS; 2) ACCESS TO CARE; 3) CHRONIC DISEASE PREVENTION & MANAGEMENT; 4) SUBSTANCE ABUSE AND RELATED DISORDERS; AND 5) HEALTHCARE AND HEALTH RESOURCES NAVIGATION. USING A LOGIC MODEL FOR EACH PRIORITY HEALTH NEED, EACH CHIP PROVIDES AN OVERVIEW OF THE OBJECTIVES, PROPOSED STRATEGIES/ACTIVITIES, OUTPUTS/IMPACT MEASURES, AND POTENTIAL PARTNERS. PROPOSED STRATEGIES/ACTIVITIES WERE CONSIDERED BASED ON THEIR ALIGNMENT WITH NATIONAL, STATE, AND COUNTY HEALTH IMPROVEMENT PLANS, AND NATIONAL BEST PRACTICES CITED BY ORGANIZATIONS SUCH AS THE US DEPARTMENT OF HEALTH AND HUMAN SERVICES, AGENCY FOR HEALTH RESEARCH AND QUALITY, HEALTHY PEOPLE 2020, THE AMERICAN MEDICAL ASSOCIATION, NATIONAL COUNCIL ON AGING, THE JOINT COMMISSION, THE AMERICAN HEART ASSOCIATION, THE NATIONAL PREVENTION STRATEGY, THE GUIDE TO COMMUNITY PREVENTIVE SERVICES, AND THE GUIDE TO CLINICAL PREVENTIVE SERVICES. IN ADDITION, THE FOLLOWING TWO IDENTIFIED PRIORITIES ARE ADDRESSED WITHIN NORMAL HOSPITAL OPERATIONS FOR FY25: LINGUISTICALLY AND CULTURALLY APPROPRIATE SERVICES AND RACISM AND DISCRIMINATION IN HEALTHCARE SETTINGS. THE FOLLOWING FOUR PRIORITIES WILL NOT BE ADDRESSED IN FY25 SPECIFICALLY BY EACH HOSPITAL BUT ARE ADDRESSED THROUGH WORK WITH LOCAL AND REGIONAL COLLABORATIVES AND REFERRALS TO COMMUNITY OR GOVERNMENT RESOURCES: COMMUNITY VIOLENCE; HOUSING; SOCIOECONOMIC DISADVANTAGE (E.G. POVERTY, UNEMPLOYMENT); NEIGHBORHOOD CONDITIONS (E.G. BLIGHT, GREENSPACE, AIR/WATER QUALITY, ETC.). IN ADDITION, THE ORGANIZATION'S HEALTH PROFESSIONALS COLLABORATE WITH JEFFERSON COLLEAGUES TO IMPROVE HEALTH STATUS IN CONJUNCTION WITH THE HOSPITAL'S PARTNERSHIPS. BEST AND PROMISING PRACTICES ARE SHARED WITH THE AIM OF ENHANCING INFRASTRUCTURE, STRETCHING RESOURCES, AND INCORPORATING KNOWLEDGE ABOUT SOCIAL DETERMINANTS OF HEALTH AND HEALTH LITERACY TO BETTER THE POPULATION'S HEALTH AND WELL-BEING. COMMUNITY BENEFIT LEADERS WILL CONTINUE TO MONITOR THE CHANGING LANDSCAPE AND REQUIREMENTS INITIATED THROUGH FUTURE HEALTH REFORM AND THE IRS INCLUDING FINANCIAL ASSISTANCE REQUIREMENTS. THE JEFFERSON HEALTH CHIP'S ARE POSTED ON THE ENTERPRISE'S WEBSITE AND AVAILABLE FREE OF CHARGE. PLEASE REFER TO THE FOLLOWING URL FOR ADDITIONAL INFORMATION: https://www.jeffersonhealth.org/about-us/community/community-health-needs- assessment PLEASE REFER TO THE ORGANIZATION'S IMPLEMENTATION STRATEGY FOR ADDITIONAL INFORMATION. SCHEDULE H, PART V, SECTION B, QUESTION 16 THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM, WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. DUE TO CHARACTER LIMITATIONS, THE WEBSITE LISTED IN PART V, SECTION B, QUESTION 16, IS THE HOME PAGE FOR THE SYSTEM. THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, FINANCIAL ASSISTANCE APPLICATION AND PLAIN LANGUAGE SUMMARY ARE MADE WIDELY AVAILABLE ON THE SYSTEM'S WEBSITE: HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE 29 KENNEDY DIAGNOSTIC & TREATMENT CENTER 900 MEDICAL CENTER DRIVE STE 100 SEWELL NJ 08080 RADIATION ONCOLOGY CENTER KENNEDY DIAGNOSTIC & TREATMENT CENTER 900 MEDICAL CENTER DRIVE SEWELL NJ 08080 MEDICAL IMAGING CENTER KENNEDY BEHAVIORAL HEALTH 454 HURFFVILLE CROSSKEYS ROAD TURNERSVILLE NJ 08012 BEHAVIORAL HEALTH SERVICES THE CENTER FOR WOUND HEALING 543 EGG HARBOR ROAD TURNERSVILLE NJ 08012 WOUND CARE CENTER KENNEDY SLEEP CENTER (WASHINGTON) 400 MEDICAL CENTER DRIVE SEWELL NJ 08080 SLEEP STUDY CENTER KENNEDY SURGICAL CENTER 540 EGG HARBOR ROAD SEWELL NJ 08080 SURGICAL CENTER KENNEDY PHYSICAL THERAPY (WASHINGTON) 405 HURFFVILLE CROSSKEYS ROAD SEWELL NJ 08080 OUTPATIENT PHYSICAL THERAPY WASHINGTON TOWNSHIP INFUSION CENTER 900 MEDICAL CENTER DRIVE SEWELL NJ 08080 OUTPATIENT SERVICES JH Woodbury Primary & Specialty Care 159 South Broad Street Woodbury NJ 08096 OUTPATIENT SERVICES JH West Berlin Primary & Specialty Care 301 Route 73 North West Berlin NJ 08091 OUTPATIENT SERVICES JH Voorhees Primary & Specialty Care 333 Laurel Oak Road Voorhees NJ 08043 OUTPATIENT SERVICES JH Fish Pond Primary & Specialty Care 354 Hurffville Cross Keys Road Sewell NJ 08080 OUTPATIENT SERVICES Family Health Services 445 Hurffville-Cross Keys Rd TURNERSVILLE NJ 08012 OUTPATIENT SERVICES Sleep Center-Stratford 101 Laurel Road Stratford NJ 08084 OUTPATIENT SERVICES General Surgery & Specialty Care 2211 Chapel Ave West Cooper Landi Cherry Hill NJ 08034 OUTPATIENT SERVICES Sleep Center-Stratford 101 Laurel Road Stratford NJ 08084 Sleep Study Center Jefferson OBGYN 205 Laurel Road Stratford NJ 08084 OUTPATIENT SERVICES Jefferson OBGYN 165 Princeton Avenue West Deptford NJ 08096 OUTPATIENT SERVICES Family Medicine 188 Fries Mill Road Turnersville NJ 08012 OUTPATIENT SERVICES Cherry Hill Primary & Speciality Care 457 Haddonfield Road Cherry Hill NJ 08002 OUTPATIENT SERVICES Marlton Primary & Speciality Care 73 N Maple Avenue Marlton NJ 08053 OUTPATIENT SERVICES Washington Township Care Now 565 Egg Harbor Road Sewell NJ 08080 OUTPATIENT SERVICES West Berlin Speciality Care 301 North Route 73 West Berlin NJ 08091 OUTPATIENT SERVICES Jefferson Primary & Specialty Care 354 Hurffville-Cross Keys Road Sewell NJ 08080 OUTPATIENT SERVICES Jefferson Primary & Specialty Care 80 Tanner Road Haddonfield NJ 08033 OUTPATIENT SERVICES Sewell Primary Care 485 Hurffville-Cross Keys Road Sewell NJ 08080 OUTPATIENT SERVICES Jefferson Pride Care 15 E Redman Avenue Haddonfield NJ 08033 OUTPATIENT SERVICES Delran Primary Care 8008 US Route 130 North Delran NJ 08075 OUTPATIENT SERVICES Jefferson Foot & Ankle - Haddonfield 308 N Haddon Avenue Haddonfield NJ 08033 OUTPATIENT SERVICES SCHEDULE H, PART I, LINE 3C KUH IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES, IN COMPLIANCE WITH THE DEPARTMENT OF TREASURY INTERNAL REVENUE SERVICE SECTION 501(R). THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY ("FAP") EXISTS TO OFFER FINANCIAL ASSISTANCE FOR MEDICALLY NECESSARY CARE TO BOTH UNINSURED AND UNDER-INSURED INDIVIDUALS BASED UPON THEIR ABILITY TO PAY. THE GRANTING OF FINANCIAL ASSISTANCE WILL NOT TAKE INTO ACCOUNT AGE, GENDER, RACE, SOCIAL STATUS, SEXUAL ORIENTATION OR RELIGIOUS AFFILIATION. PATIENTS SEEKING EMERGENCY CARE SHALL BE TREATED WITHOUT REGARD TO ABILITY TO PAY FOR SUCH CARE. AS REFLECTED IN SCHEDULE H, PART V, SECTION B, QUESTION 13, IN ADDITION TO FEDERAL POVERTY GUIDELINES ("FPG") KUH USES THE FOLLOWING CRITERIA WHEN DETERMINING A PATIENT'S ELIGIBILITY FOR FREE OR DISCOUNTED FINANCIAL ASSISTANCE: - ASSET LEVEL; - MEDICAL INDIGENCY; - INSURANCE STATUS; - UNDERINSURANCE STATUS; AND - RESIDENCY. IN ACCORDANCE WITH THE ORGANIZATION'S FAP, A PATIENT MAY QUALIFY FOR DISCOUNTS ON MEDICAL CARE IF THERE IS NO HEALTH INSURANCE AVAILABLE, OR HAS HEALTH INSURANCE, BUT THAT INSURANCE DOES NOT FULLY COVER THE MEDICAL CARE NEEDED, SUCH AS EXHAUSTED BENEFITS, AND ALL OF THE FOLLOWING APPLY: - THE PATIENT IS NOT ELIGIBLE FOR STATE MEDICAL ASSISTANCE OR OTHER AVAILABLE ASSISTANCE PROGRAMS; - THE PATIENT MEETS THE CRITERIA FOR FINANCIAL ASSISTANCE DESCRIBED IN THIS POLICY; AND - THE PATIENT PROVIDES THE NECESSARY DOCUMENTS AND COMPLETES NECESSARY PAPERWORK. ELIGIBILITY FOR FINANCIAL ASSISTANCE IS BASED UPON FINANCIAL NEED. PATIENTS WITH FAMILY GROSS INCOME LESS THAN OR EQUAL TO 200% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR 100% COMPASSIONATE CARE (FREE CARE). PATIENTS WITH FAMILY GROSS INCOME GREATER THAN 200% BUT LESS THAN OR EQUAL TO 500% OF FEDERAL POVERTY LEVEL ("FPL") ARE ELIGIBLE FOR PARTIAL COMPASSIONATE CARE (DISCOUNTED CARE). ELIGIBILITY FOR FINANCIAL ASSISTANCE IS ALSO DETERMINED BY THE PATIENT'S OR GUARANTOR'S ABILITY TO PAY AFTER ALL INSURANCE HAS BEEN UTILIZED OR LIQUID RESOURCES EXHAUSTED (EXCLUDING RETIREMENT FUNDS). KUH WILL NOT CONSIDER THE PATIENT'S HOUSE, CAR, RETIREMENT ACCOUNTS, AND OTHER "NON-LIQUID" ASSETS. HOWEVER, IT IS RECOGNIZED THAT THERE IS A SMALL PERCENT OF THE UNINSURED PATIENT POPULATION THAT HAS SUBSTANTIAL ASSETS AND COULD EASILY AFFORD TO PAY FOR HEALTHCARE SERVICES, BUT WHOM, BECAUSE OF HAVING TAX-EXEMPT INCOME, WILL NOT HAVE INCOME REFLECTED ON A TAX RETURN. SUCH INDIVIDUALS MAY NOT QUALIFY FOR FINANCIAL ASSISTANCE. FOR UNINSURED PATIENTS, THERE IS AN AUTOMATIC INITIAL DISCOUNT WHICH SHALL EQUATE TO AN AMOUNT NO GREATER THAN 115% OF THE MEDICARE FEE SCHEDULE. A PATIENT UNABLE TO PAY THE UNINSURED RATE IS ELIGIBLE TO APPLY FOR FINANCIAL ASSISTANCE. SCHEDULE H, PART I; QUESTION 6A NOT APPLICABLE. SCHEDULE H, PART I, LINE 7 WORKSHEETS 2 AND 3 WERE USED TO CALCULATE THE COST TO CHARGE RATIO FOR FINANCIAL ASSISTANCE AND UNREIMBURSED MEDICAID. ALL OTHER COSTS WERE EITHER OBTAINED FROM THE HOSPITAL'S COST ACCOUNTING, COST REPORTING OR GENERAL LEDGER SYSTEMS. THE ORGANIZATION HAS INCLUDED WITHIN SUBSIDIZED HEALTH SERVICES VARIOUS SERVICES BECAUSE IT MEETS AN IDENTIFIED COMMUNITY NEED. A SERVICE MEETS AN IDENTIFIED COMMUNITY NEED BECAUSE IT WAS IDENTIFIED IN ONE OF ITS MOST RECENT CHNA'S OR IDENTIFIED THROUGH OTHER MEANS AND THE ORGANIZATION REASONABLY FEELS THAT IF THE ORGANIZATION NO LONGER OFFERED THE SERVICE: (1) THE SERVICE WOULD BE UNAVAILABLE IN THE COMMUNITY; (2) THE COMMUNITY'S CAPACITY TO PROVIDE THE SERVICE WOULD BE BELOW THE COMMUNITY'S NEED; OR (3) THE SERVICE WOULD BECOME THE RESPONSIBILITY OF GOVERNMENT OR ANOTHER TAX-EXEMPT ORGANIZATION. SUBSIDIZED HEALTH SERVICES INCLUDE FUNDING TO SUPPORT CERTAIN PROFESSIONAL PHYSICIAN SERVICES AND VARIOUS OTHER HOSPITAL AND HEALTHCARE SYSTEM PROGRAMS IN ACCORDANCE WITH THE ABOVE CRITERIA. IN ADDITION, THE TOTAL COST OF SUBSIDIZED HEALTHCARE SERVICES ATTRIBUTABLE TO PHYSICIAN CLINICS WAS $4.4M FOR THE YEAR ENDED JUNE 30, 2025. SCHEDULE H, PART I; QUESTION 7b Kennedy university Hospital, Inc. ("KUH") PARTNERED WITH camden COUNTY AND THE STATE OF NEW JERSEY THROUGH A PROVIDER ASSESSMENT MECHANISM TO MAKE THE STATE OF NEW JERSEY MEDICAID PROGRAM HEALTHIER FOR ALL. THE PROGRAM INCREASES FINANCIAL RESOURCES PROVIDED TO CERTAIN HOSPITALS USING THE STATE OF NEW JERSEY'S MEDICAID PROGRAM AND CERTAIN FEDERAL MATCHING FUNDS IN ORDER TO BETTER SERVE THE NEEDS IN THE COMMUNITY. THE ADDITIONAL FUNDS RECEIVED FROM THE PROGRAM DURING THE YEAR ENDED JUNE 30, 2025, TOTALED APPROXIMATELY $41.7M AND ARE INCLUDED IN SCHEDULE H, PART I; LINE 7B; DIRECT OFFSETTING MEDICAID REVENUE. THE ASSOCIATED COUNTY OPTION EXPENSES ASSOCIATED WITH THE PROGRAM DURING THE YEAR ENDED JUNE 30, 2025, TOTALED APPROXIMATELY $13.6M AND ARE INCLUDED IN SCHEDULE H, PART I; LINE 7B; MEDICAID TOTAL COMMUNITY BENEFIT EXPENSE. IN ADDITION, KUH RECEIVED QUALITY IMPROVEMENT PROGRAM - NEW JERSEY ("QIP-NJ") FUNDING TO SUPPORT CONTINUED POPULATION HEALTH IMPROVEMENT ACROSS NEW JERSEY. THE ADDITIONAL FUNDS RECEIVED FROM QIP-NJ PROGRAM DURING the year ended June 30, 2025, TOTALED APPROXIMATELY $9.2M AND is INCLUDED IN SCHEDULE H, PART I; LINE 7B; DIRECT OFFSETTING MEDICAID REVENUE. IF KUH DID NOT RECEIVE THESE ADDITIONAL FUNDS, THE NET COMMUNITY BENEFIT EXPENSE REPORTED ON SCHEDULE H, PART I; LINE 7K WOULD BE $105,615,112 AND THE NET COMMUNITY BENEFIT PERCENTAGE REPORTED ON SCHEDULE H, PART I; LINE K WOULD BE 12.22%. SCHEDULE H, PART II NOT APPLICABLE. SCHEDULE H, PART III, QUESTION 2, 3 & 4 BAD DEBT EXPENSE WAS CALCULATED USING THE PROVIDERS' BAD DEBT EXPENSE FROM ITS INTERNAL FINANCIAL STATEMENTS. THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. PLEASE REFER TO THE NET PATIENT SERVICE REVENUE SECTION WITHIN FOOTNOTE 1 (PAGES 10 & 11) OF THE SYSTEM'S CONSOLIDATED AUDITED FINANCIAL STATEMENTS FOR ADDITIONAL INFORMATION ON THIS TOPIC AND THE REPORTING OF THE NETWORK'S REVENUE RECOGNITION. SCHEDULE H, PART III, SECTION B; QUESTION 8 MEDICARE COSTS WERE DERIVED FROM THE MEDICARE COST REPORT FILED BY THE ORGANIZATION. THE ORGANIZATION FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND ASSOCIATED COSTS ARE INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. AS OUTLINED MORE FULLY BELOW THE ORGANIZATION BELIEVES THAT THESE SERVICES AND RELATED COSTS PROMOTE THE HEALTH OF THE COMMUNITY AS A WHOLE AND ARE RENDERED IN CONJUNCTION WITH THE ORGANIZATION'S CHARITABLE TAX-EXEMPT PURPOSES AND MISSION IN PROVIDING MEDICALLY NECESSARY HEALTHCARE SERVICES TO ALL INDIVIDUALS IN A NON-DISCRIMINATORY MANNER WITHOUT REGARD TO RACE, COLOR, CREED, SEX, NATIONAL ORIGIN OR ABILITY TO PAY AND CONSISTENT WITH THE COMMUNITY BENEFIT STANDARD PROMULGATED BY THE INTERNAL REVENUE SERVICE ("IRS"). THE COMMUNITY BENEFIT STANDARD IS THE CURRENT STANDARD FOR A HOSPITAL FOR RECOGNITION AS A TAX-EXEMPT AND CHARITABLE ORGANIZATION UNDER INTERNAL REVENUE CODE ("IRC") 501(C)(3). THE ORGANIZATION IS RECOGNIZED AS A TAX-EXEMPT ENTITY AND CHARITABLE ORGANIZATION UNDER 501(C)(3) OF THE IRC. ALTHOUGH THERE IS NO DEFINITION IN THE TAX CODE FOR THE TERM "CHARITABLE", A REGULATION PROMULGATED BY THE DEPARTMENT OF THE TREASURY PROVIDES SOME GUIDANCE AND STATES THAT "[T]HE TERM CHARITABLE IS USED IN 501(C)(3) IN ITS GENERALLY ACCEPTED LEGAL SENSE,PROVIDES EXAMPLES OF CHARITABLE PURPOSES, INCLUDING THE RELIEF OF THE POOR OR UNPRIVILEGED; THE PROMOTION OF SOCIAL WELFARE; AND THE ADVANCEMENT OF EDUCATION, RELIGION, AND SCIENCE. NOTE: IT DOES NOT EXPLICITLY ADDRESS THE ACTIVITIES OF HOSPITALS. IN THE ABSENCE OF EXPLICIT STATUTORY OR REGULATORY REQUIREMENTS APPLYING THE TERM "CHARITABLE" TO HOSPITALS, IT HAS BEEN LEFT TO THE IRS TO DETERMINE THE CRITERIA HOSPITALS MUST MEET TO QUALIFY AS IRC 501(C)(3) CHARITABLE ORGANIZATIONS. THE ORIGINAL STANDARD WAS KNOWN AS THE CHARITY CARE STANDARD. THIS STANDARD WAS REPLACED BY THE IRS WITH THE COMMUNITY BENEFIT STANDARD WHICH IS THE CURRENT STANDARD. CHARITY CARE STANDARD IN 1956, THE IRS ISSUED REVENUE RULING 56-185, WHICH ADDRESSED THE REQUIREMENTS HOSPITALS NEEDED TO MEET IN ORDER TO QUALIFY FOR IRC 501(C)(3) STATUS. ONE OF THESE REQUIREMENTS IS KNOWN AS THE "CHARITY CARE STANDARD." UNDER THE STANDARD, A HOSPITAL HAD TO PROVIDE, TO THE EXTENT OF ITS FINANCIAL ABILITY, FREE OR REDUCED-COST CARE TO PATIENTS UNABLE TO PAY FOR IT. A HOSPITAL THAT EXPECTED FULL PAYMENT DID NOT, ACCORDING TO THE RULING, PROVIDE CHARITY CARE BASED ON THE FACT THAT SOME PATIENTS ULTIMATELY FAILED TO PAY. THE RULING EMPHASIZED THAT A LOW LEVEL OF CHARITY CARE DID NOT NECESSARILY MEAN THAT A HOSPITAL HAD FAILED TO MEET THE REQUIREMENT SINCE THAT LEVEL COULD REFLECT ITS FINANCIAL ABILITY TO PROVIDE SUCH CARE. THE RULING ALSO NOTED THAT PUBLICLY SUPPORTED COMMUNITY HOSPITALS WOULD NORMALLY QUALIFY AS CHARITABLE ORGANIZATIONS BECAUSE THEY SERVE THE ENTIRE COMMUNITY AND A LOW LEVEL OF CHARITY CARE WOULD NOT AFFECT A HOSPITAL'S EXEMPT STATUS IF IT WAS DUE TO THE SURROUNDING COMMUNITY'S LACK OF CHARITABLE DEMANDS. COMMUNITY BENEFIT STANDARD IN 1969, THE IRS ISSUED REVENUE RULING 69-545, WHICH "REMOVE[D]" FROM REVENUE RULING 56-185 "THE REQUIREMENTS RELATING TO CARING FOR PATIENTS WITHOUT CHARGE OR AT RATES BELOW COST." UNDER THE STANDARD DEVELOPED IN REVENUE RULING 69-545, WHICH IS KNOWN AS THE "COMMUNITY BENEFIT STANDARD," HOSPITALS ARE JUDGED ON WHETHER THEY PROMOTE THE HEALTH OF A BROAD CLASS OF INDIVIDUALS IN THE COMMUNITY. THE RULING INVOLVED A HOSPITAL THAT ONLY ADMITTED INDIVIDUALS WHO COULD PAY FOR THE SERVICES (BY THEMSELVES, PRIVATE INSURANCE, OR PUBLIC PROGRAMS SUCH AS MEDICARE), BUT OPERATED A FULL-TIME EMERGENCY ROOM THAT WAS OPEN TO EVERYONE. THE IRS RULED THAT THE HOSPITAL QUALIFIED AS A CHARITABLE ORGANIZATION BECAUSE IT PROMOTED THE HEALTH OF PEOPLE IN ITS COMMUNITY. THE IRS REASONED THAT BECAUSE THE PROMOTION OF HEALTH WAS A CHARITABLE PURPOSE ACCORDING TO THE GENERAL LAW OF CHARITY, IT FELL WITHIN THE "GENERALLY ACCEPTED LEGAL SENSE" OF THE TERM "CHARITABLE," AS REQUIRED BY TREAS. REG. 1.501(C)(3) 1(D)(2). THE IRS RULING STATED THAT THE PROMOTION OF HEALTH, LIKE THE RELIEF OF POVERTY AND THE ADVANCEMENT OF EDUCATION AND RELIGION, IS ONE OF THE PURPOSES IN THE GENERAL LAW OF CHARITY THAT IS DEEMED BENEFICIAL TO THE COMMUNITY AS A WHOLE EVEN THOUGH THE CLASS OF BENEFICIARIES ELIGIBLE TO RECEIVE A DIRECT BENEFIT FROM ITS ACTIVITIES DOES NOT INCLUDE ALL MEMBERS OF THE COMMUNITY, SUCH AS INDIGENT MEMBERS OF THE COMMUNITY, PROVIDED THAT THE CLASS IS NOT SO SMALL THAT ITS RELIEF IS NOT OF BENEFIT TO THE COMMUNITY. THE IRS CONCLUDED THAT THE HOSPITAL WAS "PROMOTING THE HEALTH OF A CLASS OF PERSONS THAT IS BROAD ENOUGH TO BENEFIT THE COMMUNITY" BECAUSE ITS EMERGENCY ROOM WAS OPEN TO ALL AND IT PROVIDED CARE TO EVERYONE WHO COULD PAY, WHETHER DIRECTLY OR THROUGH THIRD-PARTY REIMBURSEMENT. OTHER CHARACTERISTICS OF THE HOSPITAL THAT THE IRS HIGHLIGHTED INCLUDED THE FOLLOWING: ITS SURPLUS FUNDS WERE USED TO IMPROVE PATIENT CARE, EXPAND HOSPITAL FACILITIES, AND ADVANCE MEDICAL TRAINING, EDUCATION, AND RESEARCH; IT WAS CONTROLLED BY A BOARD OF TRUSTEES THAT CONSISTED OF INDEPENDENT CIVIC LEADERS; AND HOSPITAL MEDICAL STAFF PRIVILEGES WERE AVAILABLE TO ALL QUALIFIED PHYSICIANS. THE AMERICAN HOSPITAL ASSOCIATION ("AHA") FEELS THAT MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT ARE COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THIS ORGANIZATION AGREES WITH THE AHA POSITION. AS OUTLINED IN THE AHA LETTER TO THE IRS DATED AUGUST 21, 2007, WITH RESPECT TO THE FIRST PUBLISHED DRAFT OF THE NEW FORM 990 AND SCHEDULE H, THE AHA FELT THAT THE IRS SHOULD INCORPORATE THE FULL VALUE OF THE COMMUNITY BENEFIT THAT HOSPITALS PROVIDE BY COUNTING MEDICARE UNDERPAYMENTS (SHORTFALL) AND BAD DEBT AS QUANTIFIABLE COMMUNITY BENEFIT FOR THE FOLLOWING REASONS: - PROVIDING CARE FOR THE ELDERLY AND SERVING MEDICARE PATIENTS IS AN ESSENTIAL PART OF THE COMMUNITY BENEFIT STANDARD. - MEDICARE, LIKE MEDICAID, DOES NOT PAY THE FULL COST OF CARE. RECENTLY, MEDICARE REIMBURSED HOSPITALS ONLY 92 CENTS FOR EVERY DOLLAR THEY SPEND TO TAKE CARE OF MEDICARE PATIENTS. THE MEDICARE PAYMENT ADVISORY COMMISSION ("MEDPAC") IN ITS MARCH 2007 REPORT TO CONGRESS CAUTIONED THAT UNDERPAYMENT WOULD GET EVEN WORSE, WITH MARGINS REACHING A 10-YEAR LOW AT NEGATIVE 5.4 PERCENT. - MANY MEDICARE BENEFICIARIES, LIKE THEIR MEDICAID COUNTERPARTS, ARE POOR. MORE THAN 46 PERCENT OF MEDICARE SPENDING IS FOR BENEFICIARIES WHOSE INCOME IS BELOW 200 PERCENT OF THE FEDERAL POVERTY LEVEL. MANY OF THOSE MEDICARE BENEFICIARIES ARE ALSO ELIGIBLE FOR MEDICAID -- SO CALLED ELIGIBLES." THERE IS EVERY COMPELLING PUBLIC POLICY REASON TO TREAT MEDICARE AND MEDICAID UNDERPAYMENTS SIMILARLY FOR PURPOSES OF A HOSPITAL'S COMMUNITY BENEFIT AND INCLUDE THESE COSTS ON FORM 990, SCHEDULE H, PART I. MEDICARE UNDERPAYMENT MUST BE SHOULDERED BY THE HOSPITAL IN ORDER TO CONTINUE TREATING THE COMMUNITY'S ELDERLY AND POOR. THESE UNDERPAYMENTS REPRESENT A REAL COST OF SERVING THE COMMUNITY AND SHOULD COUNT AS A QUANTIFIABLE COMMUNITY BENEFIT. BOTH THE AHA AND THIS ORGANIZATION ALSO FEEL THAT PATIENT BAD DEBT IS A COMMUNITY BENEFIT AND THUS INCLUDABLE ON THE FORM 990, SCHEDULE H, PART I. THERE ARE COMPELLING REASONS THAT PATIENT BAD DEBT SHOULD BE COUNTED AS QUANTIFIABLE COMMUNITY BENEFIT AS FOLLOWS: - A SIGNIFICANT MAJORITY OF BAD DEBT IS ATTRIBUTABLE TO LOW-INCOME PATIENTS, WHO, FOR MANY REASONS, DECLINE TO COMPLETE THE FORMS REQUIRED TO ESTABLISH ELIGIBILITY FOR HOSPITALS' CHARITY CARE OR FINANCIAL ASSISTANCE PROGRAMS. A 2006 CONGRESSIONAL BUDGET OFFICE ("CBO") REPORT, NONPROFIT HOSPITALS AND THE PROVISION OF COMMUNITY BENEFITS, CITED TWO STUDIES INDICATING THAT "THE GREAT MAJORITY OF BAD DEBT WAS ATTRIBUTABLE TO PATIENTS WITH INCOMES BELOW 200% OF THE FEDERAL POVERTY LINE." - THE REPORT ALSO NOTED THAT A SUBSTANTIAL PORTION OF BAD DEBT IS PENDING CHARITY CARE. UNLIKE BAD DEBT IN OTHER INDUSTRIES, HOSPITAL BAD DEBT IS COMPLICATED BY THE FACT THAT HOSPITALS FOLLOW THEIR MISSION TO THE COMMUNITY AND TREAT EVERY PATIENT THAT COMES THROUGH THEIR EMERGENCY DEPARTMENT, REGARDLESS OF ABILITY TO PAY. PATIENTS WHO HAVE OUTSTANDING BILLS ARE NOT TURNED AWAY, UNLIKE OTHER INDUSTRIES. BAD DEBT IS FURTHER COMPLICATED BY THE AUDITING INDUSTRY'S STANDARDS ON REPORTING CHARITY CARE. MANY PATIENTS CANNOT OR DO NOT PROVIDE THE NECESSARY, EXTENSIVE DOCUMENTATION REQUIRED TO BE DEEMED CHARITY CARE BY AUDITORS. AS A RESULT, ROUGHLY 10% OF BAD DEBT IS PENDING CHARITY CARE. - THE CBO CONCLUDED THAT ITS FINDINGS "SUPPORT THE VALIDITY OF THE USE OF UNCOMPENSATED CARE [BAD DEBT AND CHARITY CARE] AS A MEASURE OF COMMUNITY BENEFITS" ASSUMING THE FINDINGS ARE GENERALIZABLE NATIONWIDE; THE EXPERIENCE OF HOSPITALS AROUND THE NATION REINFORCES THAT THEY ARE GENERALIZABLE. AS OUTLINED BY THE AHA, DESPITE THE HOSPITAL'S BEST EFFORTS AND DUE DILIGENCE, PATIENT BAD DEBT IS A PART OF THE HOSPITAL'S MISSION AND CHARITABLE PURPOSES. BAD DEBT REPRESENT SCHEDULE H, PART III, SECTION C; QUESTION 9B KUH PROVIDES INPATIENT, OUTPATIENT, AND EMERGENCY SERVICES WITHOUT REGARD TO A PATIENT'S ABILITY TO PAY. TO FULFILL ITS MISSION OF PROVIDING COMPASSIONATE, HIGH QUALITY CARE TO ALL PATIENTS IT SERVES, KUH MUST ALSO ENSURE ITS OWN FINANCIAL VIABILITY. IN ORDER TO SECURE REIMBURSEMENT OF COSTS FOR SERVICES PROVIDED, EVERY EFFORT IS MADE TO ASSIST PATIENTS IN OBTAINING INSURANCE COVERAGE THROUGH MEDICAL ASSISTANCE (MA), CHILDREN'S HEALTH INSURANCE PROGRAM (CHIP) OR OTHER FEDERAL, STATE, OR CITY CARE COVERAGE SOURCES. KUH PROVIDES FINANCIAL ASSISTANCE TO THOSE PATIENTS WHO ARE UNABLE TO PAY BASED UPON THE ELIGIBILITY CRITERIA INCLUDED IN THEIR FINANCIAL ASSISTANCE POLICY. BILLING & COLLECTION EFFORTS ---------------------------- WHILE QUALIFICATION FOR FINANCIAL ASSISTANCE IS IDEALLY DETERMINED PRIOR TO, OR AT THE TIME OF SERVICE, KUH CONTINUES TO REVIEW SUCH DETERMINATIONS AS OTHER FINANCIAL RESOURCES ARE DISCOVERED DURING THE BILLING AND COLLECTION PROCESS. AFTER AN UNINSURED OR UNDER-INSURED PATIENT'S ACCOUNT IS REDUCED TO THE UNINSURED DISCOUNT OR THE FINANCIAL ASSISTANCE DISCOUNT RATE, WHICHEVER IS APPLICABLE, THE PATIENT IS RESPONSIBLE FOR THE REMAINDER OF ANY OUTSTANDING PATIENT BALANCES. PATIENTS WILL RECEIVE AN INITIAL STATEMENT INDICATING THEIR BALANCE DUE ALONG WITH INFORMATION REGARDING THE AVAILABILITY OF FINANCIAL ASSISTANCE AND WHO TO CONTACT. SELF-PAY BALANCES GO THROUGH A PRE-COLLECTION AGENCY PLACEMENT PROCESS THAT MAY ENTAIL THE MAILING OF STATEMENTS OR LETTERS AND/OR PHONE CALLS IN ORDER TO COLLECT PAYMENT ON OPEN BALANCES. ONCE OPEN BALANCE ACCOUNTS COMPLETE THE PRE-COLLECTION DUNNING CYCLE, (120 DAYS OR MORE) WITH NO PAYMENT OR PROOF OF ELIGIBILITY FOR FINANCIAL ASSISTANCE OR OTHER PROGRAMS, THE ACCOUNTS WILL BE TRANSFERRED TO A PROFESSIONAL COLLECTION AGENCY. IF A FINANCIAL ASSISTANCE APPLICATION AND APPROPRIATE SUPPORTING DOCUMENTS HAVE BEEN SUBMITTED AND A DECISION IS PENDING, THE ACCOUNT WILL BE HELD FROM AGENCY PLACEMENT. IN SOME CASES, A PATIENT ELIGIBLE FOR FINANCIAL ASSISTANCE MAY NOT HAVE BEEN IDENTIFIED PRIOR TO SENDING THE ACCOUNT TO AN EXTERNAL COLLECTION AGENCY. EACH AGENCY WILL BE MADE AWARE OF THE FINANCIAL ASSISTANCE POLICY AND WILL WORK WITH THE PROVIDER TO ASCERTAIN PATIENT ELIGIBILITY. EXTRAORDINARY COLLECTION ACTIONS ("ECAS") WILL NOT BE UNDERTAKEN DURING THE INITIAL NOTIFICATION PERIOD OF THE 120 DAYS FROM THE FIRST POST-DISCHARGE BILLING STATEMENT AND UNTIL SUCH TIME AS A 30 DAY INITIATION OF ECA NOTICE HAS BEEN SENT TO THE INDIVIDUAL. THE 30 DAY ECA INITIATION NOTICE WILL CONTAIN THE ECA ACTION THAT THE PROVIDER INTENDS TO UNDERTAKE AND THE DATE AT WHICH TIME THIS WOULD OCCUR. A COPY OF THE ORGANIZATION'S PLAIN LANGUAGE SUMMARY WILL ACCOMPANY THE 30 DAY ECA INITIATION NOTICE. IF THE PATIENT SUBMITS A FINANCIAL ASSISTANCE APPLICATION, KUH WILL SUSPEND ANY ECAS UNTIL THE PATIENT'S FINANCIAL ASSISTANCE ELIGIBILITY IS DETERMINED AND THE PATIENT IS INFORMED OF THEIR ELIGIBILITY. IF A PATIENT ACCOUNT IS REFERRED TO AN OUTSIDE AGENCY, THAT AGENCY MUST FIRST AGREE TO ABIDE BY KUH'S FINANCIAL ASSISTANCE POLICY IN RELATION TO ITS COLLECTION EFFORTS. NO EXTERNAL COLLECTION AGENCY ARE PERMITTED TO ENGAGE IN ECAS UNLESS AUTHORIZED BY KUH. AFTER THE ABOVE-DESCRIBED STEPS HAVE BEEN TAKEN, KUH MAY USE ECAS WITH THE RESPECT TO THE PATIENT ACCOUNT OF AN UNINSURED OR UNDER-INSURED AND MAY FURTHER CONSIDER CREDIT BUREAU REPORTING AND/OR LEGAL ACTION AS APPROPRIATE. THE SYSTEM'S GENERAL COUNSEL IS REQUIRED TO APPROVE ALL LAWSUITS PRIOR TO THE ECA COMMENCING. FINAL AUTHORITY FOR DETERMINING THAT KUH HAS MADE ADEQUATE ATTEMPTS TO INFORM A PATIENT OF THE FINANCIAL ASSISTANCE POLICY, AND THUS MAY INITIATE THE USE ECAS, RESTS WITH THE ORGANIZATION'S VICE PRESIDENT DIRECTOR OF REVENUE CYCLE OPERATIONS. SCHEDULE H, PART VI; QUESTION 2 IN ADDITION TO THE CHNA PROCESS OUTLINED IN SCHEDULE H, PART V, SECTION B, QUESTIONS 1-12 AND THE NARRATIVE RESPONSE TO SCHEDULE H, PART V, SECTION B, QUESTION 5 INCLUDED IN SCHEDULE H, PART V, SECTION C, THE ORGANIZATION'S CHNA ASSESSED THE HEALTHCARE NEEDS OF THE COMMUNITY IT SERVES BY INCORPORATING DATA FROM SECONDARY SOURCES (VITAL STATISTICS AND OTHER EXISTING HEALTH-RELATED DATA). A VARIETY OF EXISTING SECONDARY DATA WAS OBTAINED FROM THE FOLLOWING SOURCES TO COMPLEMENT THE RESEARCH USED FOR THE ORGANIZATION'S CHNA: 1. AMERICAN FACTFINDER - BURLINGTON COUNTY, CAMDEN COUNTY, GLOUCESTER 2. CENTER FOR DISEASE CONTROL AND PREVENTION 3. CHOOSE NEW JERSEY 4. LOCAL AREA UNEMPLOYMENT STATISTICS 5. NJCARES - A REALTIME DASHBOARD OF OPIOID-RELATED DATA AND INFORMATION 6. NJLWD - QUARTERLY CENSUS OF EMPLOYMENT AND WAGES 7. NEW JERSEY STATE POLICE - UNIFORM CRIME REPORT 8. ROBERT WOOD JOHNSON FOUNDATION - COUNTY HEALTH RANKINGS AND ROADMAPS 9. TRUST FOR AMERICA'S HEALTH AND ROBERT WOOD JOHNSON FOUNDATION - THE STATE OF OBESITY 10. NJ NALOXONE ADMINISTRATIONS 11. NJ SUSPECTED OVERDOSE DEATHS ADDITIONALLY, THE SYSTEM PURCHASES PROPRIETARY DATABASES INCLUDING PHYSICIAN SUPPLY AND DEMAND STUDIES AND UTILIZES PUBLICLY AVAILABLE HEALTH, NON-HEALTH (DEMOGRAPHIC) AND NEW JERSEY STATE STATISTICS SUCH AS DISEASE SPECIFIC INCIDENCE AND PREVALENCE RATES TO IDENTIFY GAPS IN SERVICES. THE SYSTEM WORKS CLOSELY WITH THE SOUTHERN NEW JERSEY PRENATAL COOPERATIVE TO IDENTIFY AND IMPROVE MATERNAL, INFANT, AND PEDIATRIC HEALTH CARE IN THE REGION. SCHEDULE H, PART VI; QUESTION 3 KUH IS COMMITTED TO PROVIDING MEDICAL CARE IN A CARING AND COMPASSIONATE MANNER REGARDLESS OF THE PATIENT'S FINANCIAL CIRCUMSTANCES. ADDITIONALLY, THE ORGANIZATION WIDELY PUBLICIZES THE AVAILABILITY OF FINANCIAL ASSISTANCE IN ORDER TO ENCOURAGE ITS PATIENTS TO APPLY, IF THEY ARE ELIGIBLE. THE FOLLOWING MEASURES ARE USED TO PUBLICIZE THIS POLICY TO THE COMMUNITY AND PATIENTS. COMMUNICATION IS WRITTEN IN CONSUMER-FRIENDLY TERMINOLOGY AND IN LANGUAGES THAT PATIENTS CAN UNDERSTAND. KUH PROVIDES TRAINING TO APPROPRIATE ADMINISTRATIVE AND CLINICAL STAFF THAT INTERACTS WITH PATIENTS ABOUT FINANCIAL ASSISTANCE AVAILABILITY, HOW TO COMMUNICATE THAT AVAILABILITY TO PATIENTS, AND HOW TO DIRECT PATIENTS TO APPROPRIATE FINANCIAL ASSISTANCE STAFF. COMMUNITY NOTIFICATION ---------------------- THIS ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS AND A PLAIN LANGUAGE SUMMARY ARE MADE AVAILABLE TO THE COMMUNITY IN ENGLISH AS WELL AS ANY PRIMARY LANGUAGE OF POPULATIONS WITH LIMITED PROFICIENCY IN ENGLISH THAT CONSTITUTE THE LESSER OF 5% OR 1,000 INDIVIDUALS, WHICHEVER IS LESS, OF THE PRIMARY COMMUNITIES SERVED AND POSTED TO THE HEALTH SYSTEM'S WEBSITE. THE FINANCIAL ASSISTANCE POLICY, APPLICATION FORMS, AND PLAIN LANGUAGE SUMMARY ARE ALSO MADE AVAILABLE, FREE OF CHARGE AS FOLLOWS: 1) ON THE KUH WEBSITE AT HTTPS://WWW.JEFFERSONHEALTH.ORG/PAY-MY-BILL/FINANCIAL-ASSISTANCE 2) BY MAIL WHEN A PATIENT CALLS OR CONTACTS KUH'S FINANCIAL SERVICES UNIT AT: CHERRY HILL HOSPITAL (856)922-5115, STRATFORD HOSPITAL (856)346-7810 AND WASHINGTON TOWNSHIP HOSPITAL (856)582-2638 3) IN PERSON, WITHOUT APPOINTMENT, AT THE FOLLOWING HOSPITAL LOCATIONS: JEFFERSON CHERRY HILL HOSPITAL 2211 CHAPEL AVE WEST CHERRY HILL, NJ 08002 JEFFERSON STRATFORD HOSPITAL 18 EAST LAUREL ROAD STRATFORD, NJ 08084 JEFFERSON WASHINGTON TOWNSHIP HOSPITAL 435 HURFFVILLE-CROSS KEYS ROAD TURNERSVILLE, NJ 08012 4) AS PART OF THE INTAKE OR DISCHARGE PROCESS, PAPER COPIES OF THE PLAIN LANGUAGE SUMMARY ARE OFFERED TO INDIVIDUALS WHO ARE PROVIDED CARE BY THE FACILITY. PERSONAL NOTIFICATION --------------------- KUH USES REASONABLE EFFORTS TO NOTIFY PATIENTS OF ITS FINANCIAL ASSISTANCE POLICY. THE FOLLOWING METHODS TO NOTIFY PATIENTS: 1) AT THE TIME OF SCHEDULING, PRE-REGISTRATION, OR REGISTRATION OF ELECTIVE SERVICES, THE PATIENT WILL BE ASKED FOR INSURANCE COVERAGE. IF THE PATIENT IS AN UNINSURED PATIENT, THE PATIENT WILL BE INFORMED OF THE FINANCIAL ASSISTANCE POLICY AND, IF REQUESTED, WILL BE PROVIDED A PLAIN LANGUAGE SUMMARY OF THE POLICY UNLESS THE TREATING PHYSICIAN ADVISES THE FINANCIAL COUNSELOR OR REGISTRATION REPRESENTATIVE THAT SUCH TREATMENT IS MEDICALLY NECESSARY, PATIENTS REQUESTING NON-EMERGENT ADMISSIONS OR OUTPATIENT SERVICES WILL NOT BE SCHEDULED FOR SERVICES UNTIL THE PATIENT HAS COMPLIED WITH MEETING THEIR FINANCIAL OBLIGATIONS. 2) IN THE CASE OF EMERGENCY OR URGENT SERVICES THAT ARE NOT SCHEDULED, A FINANCIAL COUNSELOR OR PATIENT REPRESENTATIVE WILL VISIT AS NECESSARY, WITH PATIENTS, IN PERSON, AT SERVICE SITES. 3) ALL BILLING STATEMENTS INCLUDE A REFERENCE TO THE FINANCIAL ASSISTANCE POLICY AND A CONTACT NUMBER AND EMAIL ADDRESS AS WELL AS REFERENCE TO A WEB SITE FOR ACCESS TO MORE INFORMATION. 4) STAFF WILL DISCUSS THE FINANCIAL ASSISTANCE POLICY, WHEN APPROPRIATE, DURING BILLING AND CUSTOMER SERVICE PHONE CONTACTS WITH PATIENTS. ADDITIONALLY, KUH PROVIDES FINANCIAL COUNSELING SERVICES TO GO OVER PATIENT BILLS AND ANSWER ANY QUESTIONS A PATIENT MAY HAVE. SCHEDULE H, PART VI; QUESTION 4 THE ORGANIZATION SERVICES PATIENTS FROM THE FOLLOWING THREE COUNTIES IN SOUTHERN NEW JERSEY: BURLINGTON, CAMDEN AND GLOUCESTER. THE SYSTEM'S PRIMARY SERVICE AREA INCLUDES CAMDEN AND GLOUCESTER COUNTIES. CAMDEN COUNTY IS A DENSELY POPULATED, ETHNICALLY DIVERSE, PRIMARILY URBAN COUNTY. FOR ADDITIONAL INFORMATION REGARDING THE COMMUNITY THIS ORGANIZATION SERVES PLEASE REFER TO THE ORGANIZATION'S CHNA AVAILABLE ON ITS WEBSITE. SCHEDULE H, PART VI; QUESTION 5 THE ORGANIZATION IS CONTINUOUSLY INVESTING IN PROGRAMS AND SERVICES TO PROVIDE THE FINEST HEALTHCARE TO THE INDIVIDUALS AND FAMILIES WHO MAKE UP OUR COMMUNITIES. AS PART OF OUR COMMITMENT TO ENHANCE THE HEALTH STATUS OF EVERYONE IN OUR COMMUNITIES, THE ORGANIZATION OFFERS SEVERAL FREE OUTREACH PROGRAMS AND SUPPORT SERVICES INCLUDING HIV COUNSELING AND TREATMENT. THE HOSPITAL FACILITIES PROVIDE CARE TO ALL PATIENTS WHO PRESENT FOR SERVICES REGARDLESS OF THEIR ABILITY TO PAY AND WHERE REIMBURSEMENT IS LESS THAN COST. BOARD MEMBERS ARE ALL MEMBERS OF THE COMMUNITY THAT LIVE AND WORK IN THE COMMUNITY. THEY HAVE JOINED THE BOARD AS A WAY TO FURTHER SERVE THEIR COMMITMENT TO THE COMMUNITY. THE HOSPITAL SURPLUS FUNDS ARE MAINTAINED IN INVESTMENTS FOR FUTURE CAPITAL PROJECTS THAT BENEFIT THE HOSPITAL AND COMMUNITY. SCHEDULE H, PART VI; QUESTION 6 The organization is recognized by the internal revenue service ("irs") as a tax-exempt organization under internal revenue code section 501(c)(3) and is also an affiliate of thomas jefferson university ("tju"). Tju is also recognized as a tax-exempt organization under internal revenue code section 501(c)(3) and is the tax-exempt parent organization of tju/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. Jefferson health, in partnership with tju, is dedicated to discovering new treatments and therapies that will define the future of clinical care; providing exceptional primary through complex quaternary care to patients in the communities we serve throughout the delaware valley; and educating tomorrow's professionals through transdisciplinary and experiential learning designed for new and emerging fields for the 21st century. The sole member or stockholder of each entity within the system is either tju or another system affiliate controlled or owned by tju. Outlined below is a summary of the entities which comprise the system: Thomas jefferson university --------------------------- Thomas jefferson university ("tju") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(1). Tju is the parent company that financially and corporately integrates thomas jefferson university among its subsidiary entities. Tju is an innovative health sciences university that conducts research and offers undergraduate and graduate instruction through the sidney kimmel medical college at thomas jefferson university ("skmc") as well as the jefferson colleges of nursing, pharmacy, health professions, population health, rehabilitation sciences and life sciences. Tju's educational programs are fully accredited and it educates over 8,200 students annually. Thomas jefferson university was founded in 1824 as jefferson medical college, and philadelphia university was founded in 1884 as the philadelphia textile school. Both were ahead of their time and focused on the importance of experiential learning. The new jefferson (philadelphia university + thomas jefferson university) was established on july 1, 2017 as a result of the merger of our two respected universities. Thomas jefferson university hospitals, inc. ------------------------------------------- Thomas jefferson university hospitals, inc. Includes thomas jefferson university hospital, jefferson hospital for neuroscience and methodist hospital (collectively referred to as tjuh). Tjuh promotes the health of the communities it serves in southeastern pennsylvania, southern new jersey, and delaware primarily by providing hospital, sub-acute, outpatient, and physician services and by providing facilities in which students, physicians, nurses, and other healthcare professionals are trained in a clinical setting. Tjuh is recognized by the internal revenue service as an internal revenue code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, tjuh provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. Tjuh operates consistently with the criteria outlined in irs revenue ruling 69-545. Emergency transport associates, inc. ------------------------------------ Emergency transport associates, inc. ("eta") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(2). Eta seeks to provide high quality air and ground medical transportation services to patients who are admitted to or discharged from jefferson facilities. Jeffex, inc. ------------ Jeffex, inc. Is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). Jeffex, inc. Is a supporting organization of the system whose activities include operating a pharmacy for patients and employees. Jefferson medical group ----------------------- Jefferson medical group ("jmg") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson medical care ---------------------- Jefferson medical care ("jmc") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson club (a/k/a jefferson faculty club) --------------------------------------------- Effective with the close of business on june 30, 2025, jefferson club a/k/a jefferson faculty club ("jc") was statutorily merged into jefferson health corporation ("jhc"). Prior to its statutory merger, jc was an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization was inactive prior to its statutory merger. Jefferson university physicians ------------------------------- Jefferson university physicians ("jup") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Jefferson university physicians of new jersey, p.c. --------------------------------------------------- Jefferson university physicians of nj, p.c. ("jupnj") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(3). The organization supports the charitable purposes, programs and services of the system; primarily its tax-exempt acute care hospitals, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, national origin, religion or ability to pay. In addition, by practicing medicine, engaging in medical education and working to improve the welfare of individuals, the organization comprises a component of the clinical service physician practice plans of the system's teaching hospitals and is an integral part of these institutions. Methodist associates in healthcare, inc. ---------------------------------------- Methodist associates in healthcare, inc. Is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code 501(c)(3) and as a non-private foundation pursuant to internal r SCHEDULE H, PART VI; QUESTION 7 NOT APPLICABLE. THE ENTITY AND RELATED PROVIDER ORGANIZATIONS ARE LOCATED IN PENNSYLVANIA AND NEW JERSEY. NO COMMUNITY BENEFIT REPORT IS REQUIRED TO BE FILED WITH EITHER PENNSYLVANIA OR NEW JERSEY. X X X X false true false false false false false true false AARON CHANG FACHE TRUSTEE - PRESIDENT 0 670205 0 169676 0 50451 0 36047 0 22602 0 948981 0 0 HENRY R SCHUITEMA DO ER PHYSICIAN 593716 0 70909 0 11524 0 23288 0 33117 0 732554 0 0 0 DAVID MAY MD VP CHIEF PATIENT STAFF & QUAL 461444 0 121639 0 25537 0 23287 0 28238 0 660145 0 0 0 ADAM J WEAVER do hospitalist 296995 0 25500 0 223908 0 11481 0 19891 0 577775 0 0 0 DAVID J KOVALSKY DO INTERNIST 302011 0 25500 0 191527 0 21600 0 29729 0 570367 0 0 0 MARK J CONDOLUCI DO INTERNIST 241219 0 275750 0 532 0 16629 0 29438 0 563568 0 0 0 KELLY A WALENDA ESQ SVP, LEGAL SERVICES 39745 238666 0 176248 433 2762 1616 31845 0 14414 41794 463935 0 0 STEPHEN V DESTEFANO CPA VP FINANCE - JHNJ 0 266983 0 65226 0 7863 0 6699 0 21056 0 367827 0 0 CORE FORM, PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2024 FORMS W-2. SCHEDULE J, PART I; QUESTION 4B THE AMOUNT REFLECTED IN SCHEDULE J, PART II, COLUMN B(III) FOR THE FOLLOWING INDIVIDUAL INCLUDES CURRENT YEAR VESTING IN A LONG-TERM INCENTIVE PLAN, AS THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THE AMOUNT OUTLINED HEREIN WAS INCLUDED IN HIS 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: AARON CHANG, FACHE, $25,311. SCHEDULE J, PART I; QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2024 WHICH WAS INCLUDED IN SCHEDULE J, PART II, COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. EMPLOYEE BONUSES ARE BASED UPON THE ATTAINMENT OF QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES AND FINANCIAL PERFORMANCE. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT. MARY A DISTANISLAO FAMILY MEMBER OF TRUSTEE 54627 EMPLOYEE false christine cowley FAMILY MEMBER OF TRUSTEE 18948 EMPLOYEE false CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS The taxpayer is recognized by the internal revenue service ("irs") as a tax-exempt organization under internal revenue code section 501(c)(3) and is also an affiliate of thomas jefferson university ("tju"). Tju is also recognized as a tax-exempt organization under internal revenue code section 501(c)(3) and is the tax-exempt parent organization of tju/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research and patient care. The system's tripartite mission of education, research and patient care. Jefferson health, in partnership with tju, is dedicated to discovering new treatments and therapies that will define the future of clinical care; providing exceptional primary through complex quaternary care to patients in the communities we serve throughout the delaware valley; and educating tomorrow's professionals through transdisciplinary and experiential learning designed for new and emerging fields for the 21st century. Jefferson has over 325 years of health care, innovation and education. Jefferson health, which added lehigh valley health network in august 2024, now Includes 32 hospitals with 5,500 licensed beds throughout eastern Pennsylvania And southern new jersey. They are jefferson abington hospital, jefferson bucks Hospital, jefferson cherry hill hospital, jefferson einstein philadelphia hospital, Jefferson einstein montgomery hospital, jefferson frankford hospital, Jefferson Hospital for neuroscience, jefferson lansdale hospital, jefferson methodist hospital, Jefferson moss-magee rehabilitation hospital - center city, jefferson moss-magee Rehabilitation - elkins park, jefferson stratford hospital, jefferson Torresdale Hospital, jefferson washington township hospital, lehigh valley hospital - carbon, Lehigh valley hospital - cedar crest, lehigh valley hospital - 1503 n. Cedar crest, Lehigh valley hospital - dickson city, lehigh valley hospital - gilbertsville, lehigh Valley hospital - hazleton, lehigh valley hospital - hecktown oaks, lehigh valley Hospital - highland avenue, lehigh valley hospital - macungie, lehigh valley hospital - muhlenberg, lehigh valley hospital - pocono, lehigh valley hospital - schuylkill e. Norwegian st., lehigh valley hospital - schuylkill s. Jackson st., lehigh valley hospital - 17th street, lehigh valley hospital - tilghman, physicians care surgical hospital, Rothman orthopedic specialty hospital, and thomas jefferson university hospital. Combined, jefferson health, thomas jefferson university and lehigh valley network have more than 65,000 employees, which includes over 10,200 employed physicians/advanced practice professionals, 13,700 full and part-time nurses and more than 1,800 full and part-time paid faculty. Jefferson is the second largest employer in philadelphia and the largest health system in philadelphia based on total licensed beds. Jefferson health includes over 700 outpatient and urgent care centers throughout eastern pennsylvania and southern new jersey; 4 magnet-designated hospitals, an nci-designated comprehensive cancer center - sidney kimmel cancer center; and one of the largest faculty-based telehealth networks in the country that began more than 10 years ago. Jefferson health includes 32 hospitals throughout southeastern pennsylvania, lehigh valley and new jersey. Additional relevant tju and jefferson health information for the year ended june 30, 2025: Licensed beds: 3,816 Inpatient admissions: 160,254 Observation cases: 48,777 Total surgeries: 100,839 Emergency dept. Visits: 584,121 Ambulatory visits: 1,767,947 Telehealth visits: 238,261 The system's hospitals' conformance with irs revenue ruling 69-545 The wholly owned hospitals in the system are recognized by the irs as internal revenue code section 501(c)(3) tax-exempt organizations. Pursuant to its charitable purposes, each of these hospitals provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, creed, sex, gender identity, sexual orientation, national origin, or ability to pay. Moreover, our hospitals operate consistently with the following criteria outlined in irs revenue ruling 69-545: 1. Providing medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self-pay, medicare, and medicaid patients. 2. Operating active emergency departments for all persons that are open 24 hours a day, 7 days a week, 365 days per year. 3. Maintaining open medical staffs, with privileges available to all qualified physicians. 4. Control positioned with hospital board of trustees and the board of trustees of tju, and all the boards are comprised of independent civic leaders and other prominent members of the represented communities; and 5. Using surplus funds to improve the quality of patient care, expand and renovate facilities/equipment and advance and improve medical care, programs and activities through patient care and medical training, education, and research. The operations of our wholly owned hospitals as shown through the factors outlined above and other information contained herein, clearly demonstrate the provision of substantial community benefit; both collectively and individually; and that the use and control of the respective hospital facilities are for the benefit of the public and that no part of the income or net earnings of any of the hospital organizations inures to the benefit of any private individual, nor is any private interest being served other than incidentally. The taxpayer individually provides substantial community benefit Of the net community benefit costs outlined above for fiscal years ended june 30, 2025 and 2024; the taxpayer contributed approximately $68 million and $69 million of net community benefit costs as defined by the irs and reflected in their respective form 990, schedule h, part i to the totals reported. These numbers are at estimated cost and are net of any federal, state or local remuneration or reimbursement. The corresponding combined community benefit percentages of the taxpayer were approximately 7.9% and 9.0% for the fiscal years ended june 30, 2025 and 2024; respectively. These percentages were derived by using the taxpayer's net community benefit costs as the numerator and the total taxpayer's operating expenses as the denominator. These costs and percentages do not include any estimated bad debt costs and any medicare shortfall incurred by the taxpayer for either fiscal years. Jefferson enterprise -------------------- Mission: we improve lives. Vision: reimagining health, education and discovery to create unparalleled value. Values: values guide our decisions, actions and culture. They create a common language that helps us come together as one jefferson these values are: Put people first: - Build relationships - Engage with grace - Create moments Do what's right: - Prioritize what matters - Align on expectations - Act with integrity Pursue excellence: - Look and listen - Innovate with intent - Value lessons learned Jefferson health - new jersey ============================= Effective september 1, 2017, this organization became an affiliate within jefferson/jefferson health; a comprehensive professional university and tax-exempt integrated healthcare delivery system ("system"), with a tripartite mission of education, research, and patient care. This milestone marked the first time a philadelphia health system fully merged with a southern new jersey health system. The executed merger marked the culmination of a process that formally began in january 2016 with the signing of a letter of intent to announce the planned integration between the two delaware valley healthcare organizations. A definitive agreement outlining the terms of the proposed merger was signed in august 2016. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Unlike an acquisition, this partnership has built on jefferson's innovative hub-and-hub model, where jefferson health - new jersey (formerly kennedy health) serves as the southern new jersey core of jefferson health. South jersey residents receive care from the same trusted physicians, nurses, and staff, but also have access to jefferson's advanced clinical services and promising clinical trials. Jefferson health - new jersey ("jhnj") is an integrated healthcare delivery system providing a full continuum of healthcare services, ranging from acute-care hospitals to a broad spectrum of outpatient and wellness programs. As a multi-site healthcare provider, the system serves the residents of burlington, camden, and gloucester counties. Kennedy university hospital, inc. ("kuh") is recognized by the internal revenue service ("irs") as an internal revenue code 501(c) (3) tax-exempt organization. Jefferson cherry hill hospital campus breakdown =============================================== Advanced and specialized care: - Advanced care hub of the nci-designated sidney kimmel comprehensive cancer center, offering radiation oncology, medical oncology, and infusion - Nj state-designated primary stroke center - Comprehensive wound care center with hyperbaric oxygen therapy - State-of-the-art molecular virology laboratory that can test for covid-19 and other viruses more quickly and develop testing for known and emerging pathogens to assure community preparedness in the event of future pandemics Surgical and rehabilitation services: - Comprehensive range of specialty surgical services, including orthopedic, urological, and otolaryngology (ent) surgery - Ambulatory surgery center - Jefferson moss-magee rehabilitation services: physical, occupational, and speech therapy, along with other services for adults and children Behavioral and mental health: - Inpatient and outpatient behavioral health services Diagnostic and preventative centers: - Sleep center - Balance center - Nutrition center Primary and specialty care: - Jefferson health primary and specialty care medical practices Jefferson cherry hill hospital by the numbers (for fiscal year 2025) - 196 licensed beds - 6,096 total discharges - 2,886 inpatient surgeries - 40,351 emergency department visits Clinical areas of distinction - skcc at jhnj - balance & hearing center - primary stroke center - pain management center Jefferson cherry hill hospital recently completed a $250 million transformation project. The completed phase 1 included a new hospital atrium lobby, a 102,000-square-foot medical office building, and a 600-space parking facility. Phase 2, completed december 2020, featured a new patient pavilion with 90 all-private patient rooms. Jefferson strartford hospital campus breakdown ============================================== Advanced surgical services: - Robotic-assisted surgical services; davinciT robotic surgery system - Accredited center for surgical weight loss; jefferson comprehensive weight management Specialty care programs: - New visionT inpatient medical stabilization service program for adults with drug, alcohol, or related health issues - Early intervention program for hiv/aids - Nj state-designated primary stroke center Diagnostic and preventative services: - Medical imaging services - Laboratory services - Sleep center - Balance center - Nutrition center Primary and specialty care: - Jefferson health primary & specialty care medical practices Jefferson health - new jersey's bariatric surgery program continues to grow. Established in 2007, more than 5,800 bariatric procedures have been performed at the center for surgical weight loss. Jefferson stratford hospital by the numbers (for fiscal year 2025) - 181 licensed beds - 4,705 total discharges - 1,048 inpatient surgeries - 33,572 emergency department visits Clinical areas of distinction - primary stroke center - comprehensive bariatric surgery center - ace unit & geriatrics program Jefferson washington township hospital campus breakdown ======================================================= Jefferson washington township hospital by the numbers (for fiscal year 2025) - 286 licensed beds - 13,951 total discharges - 2,559 inpatient surgeries - 58,464 emergency department visits Cancer and neuroscience services: - Advanced care hub of the nci-designated sidney kimmel comprehensive cancer center, offering radiation therapy and medical oncology, an infusion center, comprehensive breast center, on-site medical imaging, and supportive services - Vickie & jack farber institute for neuroscience Women's health and maternity care: - Comprehensive obstetrical services, highlighted by new birthing suites with hydrotherapy tubs and newly renovated private postpartum rooms, along with an experienced team of ob/gyns, midwives, and access to doula services - High-risk pregnancy care, offering 24/7 access to the jefferson maternal-fetal medicine team, state-of-the-art ultrasounds, and fetal testing - Level iii neonatal intensive care unit (nicu) Advanced emergency and specialty care: - Nj state-designated comprehensive stroke center - State-certified to offer intervention for stemi - the most severe type of heart attack - at its cardiac catheterization lab - Jeffstat helicopter for cases needing immediate transfers Surgical and procedural expertise: - DavinciT robotic surgery system - Rothman institute for orthopedic procedures - Outpatient surgery center Specialized treatment centers: - Comprehensive wound care center with hyperbaric oxygen therapy - Behavioral health services (mental health and substance abuse treatment) - Sleep & balance centers Primary and specialty care: - Jefferson primary & specialty care medical practices - Nutrition center Pediatrics: - Pediatricians onsite in the er, 24/7 - Ronald mcdonald pediatric center - Maternity center & neonatal intensive care unit Clinical areas of distinction - farber institute for neuroscience at jefferson new jersey - skcc at jh nj - comprehensive stroke center - jefferson vascular center - level iii nicu - diabetes health center Jefferson washington township hospital opened a $222 million expansion, adding a new, 7-floor hospital tower, known as the silvestri tower, with all-private patient rooms in 2021. A free, 8-level enclosed parking facility opened in 2019. Awards & accreditations ======================= Every year, jefferson health - new jersey is honored to receive a wide range of industry awards, accolades and recognitions. Every day, jefferson health new jersey hospitals are proud of the affiliations, accreditations, designations and partnerships they have with some of the top healthcare organizations in the world. And, every minute, jnj is humbled to provide care to the residents of the communities that are served. Accreditations -------------- Jefferson cherry hill hospital, jefferson stratford hospital, and jefferson washington township hospital: - Accredited by the joint commission (tjc) - Accredited by the american osteopathic association - Accredited as an american heart association training center for basic life support cpr, Advanced cardiac life support and pediatric advanced life support - Magnet designated Jefferson washington township hospital - Designated as a comprehensive stroke center by the joint commission. Jefferson cherry hill hospital and jefferson stratford hospital - Each is designated as a new jersey state primary stroke center. Bariatric surgery program (surgical weight loss program) - Accredited through the national metabolic bariatric surgery and quality improvement program (mbsaqip) as a comprehensive center. Sidney kimmel comprehensive cancer center - new jersey - Accreditation with commendation from the american college of surgeons (acos) commission on cancer (coc) and full accreditation designation by the national accreditation program for breast centers (napbc). - Designated as a care continuum center of excellence (cccoe) by the go2 foundation for lung cancer, formerly the lung cancer alliance and the bonnie j. Addario lung cancer foundation. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Behavioral health services - The joint commission's gold seal of approval for accreditation by demonstrating compliance with the joint commission's national standards for healthcare quality and safety. The accreditation awards recognize jefferson health - new jersey's dedication to continuous compliance with the joint commission's state-of-the-art standards (2019). Medical imaging services - Accredited by the american college of radiology (acr) for ct, mri, ultrasound, and mammography at jefferson health - new jersey hospital locations. - Accredited by the intersocietal commission for the accreditation of nuclear medicine laboratories (icanl) at jefferson health - new jersey hospital locations. - Accredited by the icanl for pet/ct at jefferson health - new jersey outpatient imaging center. - American college of radiology breast imaging center of excellence, holding accreditations in ultrasound - breast, ultrasound - breast biopsy, and stereotactic breast biopsy imaging services. Surgery center - Accredited by the joint commission and the american osteopathic association. Sleep centers - Accredited by the american academy of sleep medicine. Laboratory services - Accredited through the internationally recognized college of american pathologists (cap), and the clinical laboratory improvement amendments (clia), administered through the centers for medicare & medicaid services (cms). Maternal-fetal medicine unit (washington township) - Accredited in obstetric ultrasound through the american institute of ultrasound in medicine (aium). Child & adolescent inpatient mental health unit (capu) - Designated as a children's crisis intervention service by the nj division of children's behavioral health services. Jefferson health - adult inpatient mental health unit - Designated as a short-term care facility by the nj division of mental health & addiction services. Awards & recognitions --------------------- Patient care and clinical achievements - Jefferson health's three nj hospitals were recognized among the nation's "best hospitals" in the 2024-25 u.s. news & world report specialty rankings and ratings for hospital performance. The hospitals ranked 8th in nj, 12th in the philadelphia metro area, and high performing in these procedures and conditions: congestive heart failure; chronic obstructive pulmonary disease; hip replacement; kidney failure; knee replacement; leukemia, lymphoma, and myeloma; and pneumonia. - Each of jefferson health's hospitals in nj, as well as its jefferson surgery center in washington township, were named centers of excellence in surgical safety: smoke evacuation by the association of perioperative registered nurses (aorn). - Jefferson cherry hill hospital and jefferson washington township hospital are both recognized as national blue distinction specialty care designated by blue cross blue shield for delivering quality and affordable care to meet a wide variety of specialty care needs. - Jefferson health's cherry hill emergency departments (eds) received the prestigious emergency nurses association (ena) lantern award, recognizing their outstanding performance in leadership, practice, education, advocacy, and research, highlighting their commitment to exceptional emergency nursing care. Quality and safety - Jefferson health's three nj hospitals each received the american heart association's get with the guidelines - stroke gold plus quality achievement award. - Jefferson nj's hospitals were honored with a hospital quality & safety award by the greater philadelphia business coalition on health (gpbch). - Jefferson cherry hill hospital and jefferson washington township hospital each earned an "a" grade from the leapfrog hospital safety grade, which is the only hospital rating focused exclusively on hospital safety. Community engagement and accessibility - U.s. news & world report recognized jefferson health's three nj hospitals for their success in caring for patients in historically underserved communities through the inaugural "best regional hospital awards for equitable access." - Jefferson health - new jersey received a $466,000 grant from the nj department of human services to enhance access to medical services for underserved populations. - Jefferson health - new jersey received $30,000 as part of the christopher & dana reeve foundation national paralysis resource center (nprc) priority impact quality of life grants, used for the maressa center for ms wellness. Recognition for staff and inclusivity - Dozens of jefferson health - new jersey physicians were named among the area's best in philadelphia magazine, sj magazine, and south jersey magazine. - Jefferson health - new jersey was honored by the human rights campaign foundation's healthcare equality index for its inclusive care for lgbtqia+ patients, including through the jefferson pride care practice in haddonfield, nj. - Jefferson health was named to diversity inc.'s top hospitals and health systems list based on metrics across leadership accountability, human capital diversity, talent programs, workplace practices, supplier diversity, and philanthropy. - Jefferson health - new jersey won an international project search "100% outcomes award" for its internship program for young adults with disabilities. Jefferson health - new jersey affiliations & partnerships: Jefferson health and rowan university school of osteopathic medicine (rowan som) have a long-standing partnership to provide graduate medical education programs and promote collaborative practice. Jefferson health is a major teaching site for rowan som and offers a variety of residency and fellowship programs in collaboration with rowan som. Community services: Jefferson health is proud to offer a variety of programs and resources designed to support the health and wellbeing of our communities. Most of these sessions are free and open to the public. Health and wellness presentations: our clinicians deliver health & wellness presentations tailored specifically for senior groups or resident-based events, covering topics that promote healthy aging and disease prevention. Language-based education: offer free workshops for community members with limited english proficiency about federal rights for language access and the importance of using certified medical interpreters. Hospital-based wellness programs: we offer hospital-based community wellness programs at each of our east region campuses. These monthly offerings include dinner clubs, yoga classes, and educational classes and workshops that encourage social connection, physical activity, and lifelong learning. Support groups: talking about issues or concerns in a supportive and confidential environment can help with the learning, healing, or coping processes. Jefferson health nj offers support groups on several topics hosted in or near our three hospital locations. - Bariatric support group - these bariatric support group meetings are for those who are either considering or have already undergone weight-loss surgery. Meetings are free and open to both pre- and post-operative patients and the family members and friends who support them. - Breastfeeding support group - these sessions allow expectant or nursing mothers to meet new moms and have their questions answered. - Center for hope & healing - many cancer education and support programs are offered at the sidney kimmel comprehensive cancer center - washington township and are free to cancer patients and their caregivers. - Smoking cessation support group & counseling - quitting smoking can be hard, but jefferson health - nj offers support and counseling. Health fairs/screenings/vaccines: jefferson participates in many community health fairs and provides health resources and screenings. We also collaborate with partners who offer on-site vaccine pop-up clinics. CORE FORM, PART III; STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS Alignment with community benefit Jefferson health's new jersey hospitals develop targeted health outreach programs and screenings in response to the identified needs of our community, in alignment with the mission of jefferson health: we improve lives. We strive to create the healthiest community possible by coordinating targeted outreach for maximum community benefit while working to reduce health disparities. In fiscal year 2025, jefferson health's new jersey hospitals provided services to individuals in our communities seeking resources for care and education, in alignment with our community health implementation plan developed in response to the 2025 community health needs assessment. jefferson health's new jersey hospitals provided financial assistance and subsidized health services was provided to community members. Jefferson health's new jersey hospitals also support access to affordable primary, preventive, and specialty care through the following programs and partnerships: - Jefferson medical group (primary and specialty care) - Partnership with the food bank of south jersey and its mobile therapeutic food pantry program to deliver healthy food and meals to underserved patients - Participation in the new jersey quality improvement program (nj qip) - Pledge to connect partnerships with oaks integrated care and acenda integrated health - Partnership with uber health to help address transportation barriers to care - Collaboration with community agencies to raise awareness of primary and specialty care services - Participation in the camden coalition's accountable health communities social determinants of health screening initiative - Expansion of the integrated care management model to provide additional patient support, communication, and assistance with care plans, medications, treatment goals, and instructions - Continuation of the collingswood/oaklyn/woodlyn behavioral health grant, which places behavioral health clinicians within local school districts - Continuation of the covid-19 equity grant, supporting covid-19 education and resources for teachers, parents, and students across several gloucester county school districts - Expansion of the spravato program - Jefferson health's new jersey hospitals also offer many free or low-cost programs throughout the year designed to educate the community on health risk factors, chronic disease prevention, and early detection through screenings. A free cancer screening day is held annually, and jefferson health collaborates with numerous community organizations to support broader community health improvement initiatives. - Hospital-based community wellness programs are offered at each nj campus. These monthly programs include dinner clubs, yoga classes, and educational workshops that promote social connection, physical activity, and lifelong learning. - Throughout fiscal year 2025, jefferson health's new jersey hospitals provided more than $1.5 million in free health education, screenings, in-kind donations, and other community support. - As teaching hospitals, jefferson health new jersey hospitals educate physicians, nurses, and allied health professionals through residency programs in family medicine, internal medicine, obstetrics and gynecology, pharmacy, and urology. These programs are committed to nurturing and preparing the next generation of healthcare professionals. Core Form, Part V, Question 15 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 2023 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. Effective February 2025, Thomas J. Marchozzi, MBA, CPA became AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley Hospital. ACCORDINGLY, Lehigh Valley Hospital FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO His COMPENSATION IN EXCESS OF $1M. From July 2024 to February 2025, John P. Mordach was an officer OF THIS ORGANIZATION, an uncompensated position. MR. MORDACH RECEIVEd A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP was WITH THOMAS JEFFERSON UNIVERSITY. 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. BRIAN SWEENEY, RN, MBA, FACHE IS a former officer OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. SWEENEY still SERVES AS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWEENEY RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. MR. SWEENEY'S COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, ABINGTON MEMORIAL HOSPITAL FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HIS COMPENSATION IN EXCESS OF $1M. CORE FORM, PART VI, SECTION A; QUESTION 2 JOHN P. SILVESTRI AND JOSEPH A. MARESSA, JR., ESQ. - BUSINESS RELATIONSHIP. CORE FORM, PART VI, SECTION A; QUESTION 3 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. THOMAS JEFFERSON UNIVERSITY ("TJU") IS AN INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION AND SERVES AS THE PARENT ORGANIZATION OF THE SYSTEM. AS THE PARENT ORGANIZATION OF THE SYSTEM TJU PROVIDES VARIOUS CORPORATE RELATED SERVICES FOR THE BENEFIT OF VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THESE CORPORATE SERVICES, INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE. TJU ALLOCATES A PERCENTAGE OF ITS TOTAL CORPORATE RELATED SERVICES COSTS TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE CORPORATE RELATED SERVICES. THE REIMBURSEMENT TO TJU IS REFLECTED AS AN EXPENSE FOR THESE ORGANIZATIONS. CORE FORM, PART VI, SECTION A; QUESTION 4 The governing documents of the organization were updated and amended during the year to ensure governance provisions are consistent across Thomas Jefferson University/Jefferson Health affiliates. The organization remains an internal revenue code section 501(c)(3) tax-exempt organization and its ultimate sole member remains Thomas Jefferson University; a related internal revenue code section 501(c)(3) tax-exempt organization. Core form, part vi, section a; questions 6 & 7 JEFFERSON HEALTH CORPORATION ("JHC") is the sole member of this organization. Thomas Jefferson University ("TJU") is the sole corporate member of JHC. TJU has the ultimate authority and right to elect the members of this organization's board of trustees and has certain reserved powers as defined in this organization's bylaws. CORE FORM, PART VI, SECTION B; QUESTION 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 provided to each voting member of the organization's governing body prior to filing with the Internal Revenue Service ("IRS"). As part of the tax return preparation process the organization hired a professional certified public accounting ("CPA") firm with experience and expertise in both healthcare and not-for-profit tax return preparation to prepare the federal form 990. The CPA firm's tax professionals worked closely with the System's finance personnel and various other system individuals ("internal working group") to obtain the information needed in order to prepare a complete and accurate tax return. The CPA firm prepared a draft federal form 990 and furnished it to the System's internal working group for their review. The internal working group reviewed the draft Federal form 990 and discussed questions and comments with the CPA firm. Revisions were made to the draft Federal form 990 where necessary and a final draft was furnished by the CPA firm to the internal working group for final review. Following this review, the form 990 was provided to the organization's governing body prior to filing with the IRS. In addition, the form 990 was provided to the Thomas Jefferson University's finance, assurance & compliance committee and the CPA firm made a presentation to the committee regarding the System's Forms 990 together with a healthcare industry tax update. CORE FORM, PART VI, SECTION B; QUESTION 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 THEY WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO THE FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990. CORE FORM, PART VI, SECTION B; QUESTION 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 18 PURSUANT TO STATE OF NEW JERSEY P.L. 2019, CHAPTER 513, (WHICH WAS EFFECTIVE ON JULY 21, 2020), AND AMENDED P.L. 2008, CHAPTER 58 (C.26: 2H-5.1B), THIS ORGANIZATION HAS POSTED ON ITS INTERNET WEBSITE A COPY OF THIS INTERNAL REVENUE SERVICE (IRS) FORM 990 AND ALL SCHEDULES AND SUPPORTING DOCUMENTATION REQUIRED TO BE SUBMITTED TO THE IRS IN CONJUNCTION WITH THE FORM 990 WITH THE EXCEPTION OF THOSE SCHEDULES NOT OPEN FOR PUBLIC INSPECTION. SAID FORM 990 WAS POSTED BY THE ORGANIZATION AFTER FILING ITS FORM 990 WITH THE IRS. 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 STATE OF NEW JERSEY DEPARTMENT OF THE TREASURY. 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 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. Effective February 2025, Thomas J. Marchozzi, MBA, CPA became AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Marchozzi IS EMPLOYED BY AND RECEIVES A FEDERAL FORM W-2 FROM Lehigh Valley Hospital; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH Lehigh Valley Hospital. ACCORDINGLY, His REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE Lehigh Valley Hospital (EIN: 23-1689692) FEDERAL FORM 990. PLEASE REFER TO THE Lehigh Valley Hospital FEDERAL FORM 990 FOR THIS INFORMATION. From July 2024 to February 2025, John P. Mordach was AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. MORDACH was EMPLOYED BY AND RECEIVEd A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HIS COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP was WITH THOMAS JEFFERSON UNIVERSITY. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS IS REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY (EIN: 23-1352651) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY FEDERAL FORM 990 FOR THIS INFORMATION. BRIAN SWEENEY, RN, MBA, FACHE is a former officer of this organization. MR. SWEENEY still SERVES AS THE PRESIDENT OF NORTH REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWEENEY RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. MR. SWEENEY'S COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ABINGTON MEMORIAL HOSPITAL. ACCORDINGLY, HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ABINGTON MEMORIAL HOSPITAL (EIN: 23-1352152) FEDERAL FORM 990. PLEASE REFER TO THE ABINGTON MEMORIAL HOSPITAL FEDERAL 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. CERTAIN BOARD OF TRUSTEE MEMBERS, KEY EMPLOYEES AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR INDIVIDUALS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS OR KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. CORE FORM, PART X; LINE 25 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 NUMBER OF OUTSTANDING LONG-TERM OBLIGATED GROUP DEBT LIABILITIES, INCLUDING THE FOLLOWING BOND ISSUANCES: - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015C-G; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2015H; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017A; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017B; - PHILADELPHIA AUTHORITY FOR INDUSTRIAL DEVELOPMENT SERIES 2017C; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018B; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2018D; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2019A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022A; - MONTGOMERY COUNTY HIGHER EDUCATION AND HEALTH AUTHORITY SERIES 2022B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024A; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024B; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024C; - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024D; AND - PENNSYLVANIA HIGHER EDUCATIONAL FACILITIES AUTHORITY SERIES 2024E. THE BONDS OUTLINED ABOVE AND VARIOUS OTHER LONG-TERM BORROWINGS ARE ALLOCATED BY THOMAS JEFFERSON UNIVERSITY; THE TAX-EXEMPT PARENT OF THE SYSTEM AND SOLE MEMBER OF VARIOUS TAX-EXEMPT AFFILIATES WITHIN THE SYSTEM, TO THE FOLLOWING SYSTEM MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES. THE BALANCE SHEET OF THESE RESPECTIVE MEMBER HOSPITALS AND CERTAIN OTHER AFFILIATES MAY REFLECT A TJU OBLIGATED GROUP LIABILITY. THE MEMBERS OF THE OBLIGATED GROUP CONSIST OF THE FOLLOWING: - THOMAS JEFFERSON UNIVERSITY, EIN: 23-1352651 - THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC., EIN: 23-2829095 - JEFFERSON UNIVERSITY PHYSICIANS, EIN: 23-2809585 - ABINGTON HEALTH FOUNDATION, EIN: 23-2188052 - ABINGTON MEMORIAL HOSPITAL, EIN: 23-1352152 - LANSDALE HOSPITAL, EIN: 26-3359979 - JEFFERSON HEALTH - NORTHEAST, EIN: 23-0596940 - PHILADELPHIA UNIVERSITY, EIN: 23-1352294 - KENNEDY UNIVERSITY HOSPITAL, INC., EIN: 22-1773439 - KENNEDY HEALTH FACILITIES, INC., EIN: 22-2442032 - KENNEDY MEDICAL GROUP PRACTICE, P.C., EIN: 46-1420853 - THE MAGEE MEMORIAL HOSPITAL FOR CONVALESCENTS, EIN: 23-1476328 - JEFFERSON HEALTH CORPORATION, EIN: 23-2290323 - ALBERT EINSTEIN MEDICAL CENTER, EIN: 23-1396794 - EINSTEIN COMMUNITY HEALTH ASSOCIATES, INC., EIN: 23-2760086 - EINSTEIN MEDICAL CENTER MONTGOMERY, EIN: 20-4193243 - EINSTEIN PRACTICE PLAN, INC., EIN: 23-2664784 - FORNANCE PHYSICIAN SERVICES, EIN: 23-2275991 - MONTGOMERY HEALTH FOUNDATION, EIN: 22-2456265 - LEHIGH VALLEY HOSPITAL, INC., EIN: 23-1689692 - LEHIGH VALLEY HOSPITAL - HAZELTON, EIN: 23-2421970 - LEHIGH VALLEY HOSPITAL - POCONO, EIN: 24-0795623 - LEHIGH VALLEY HOSPITAL - SCHUYLKILL, EIN: 23-1352202 SCHEDULE K WAS PREPARED ON A CONSOLIDATED BASIS AND IS INCLUDED WITHIN THOMAS JEFFERSON UNIVERSITY'S (EIN: 23-1352651) FEDERAL FORM 990 FOR THE YEAR ENDED JUNE 30, 2025. CORE FORM, PART XI; QUESTION 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSESTS RELEASED FROM RESTRICTIONS - $3,740; - EQUITY TRANSFERS TO RELATED ORGANIZATIONS - ($2,645,666); - CHANGE IN PENSION LIABILITY - ($1,067,695); and - OTHER CHANGES IN NET ASSETS - $3,864,152. 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:PURCHASED SERVICES TOTAL FEES:73512431 FORM 990 PART IX LINE 11G DESCRIPTION:PROFESSIONAL SERVICES TOTAL FEES:34264876 FORM 990 PART IX LINE 11G DESCRIPTION:CONTRACTED SERVICES TOTAL FEES:28661554 FORM 990 PART IX LINE 11G DESCRIPTION:BILLING & COLLECTION TOTAL FEES:3993601 FORM 990 PART IX LINE 11G DESCRIPTION:CONSULTING SERVICES TOTAL FEES:2827176 FORM 990 PART IX LINE 11G DESCRIPTION:OTHER SERVICES TOTAL FEES:4905651 ABINGTON HEALTH FOUNDATION 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 232188052 FUNDRAISING PA 501(C)(3) 7 JHC false ABINGTON MEMORIAL HOSPITAL 1101 MARKET STREET SUITE 2004 PHILADELPHIA PA 19107 231352152 HEALTH SVCS. 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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 NA C CORP. 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 true true true true false false false false false true false false true true false true true true 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.