WALNUT HOME THERAPEUTICS INC: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: WALNUT HOME THERAPEUTICS INC (EIN 23-2622006)
Tax period: 2024-07-01 to 2025-06-30
Filed: 2026-05-14
IRS object ID: 202621349349301822
Schema version: 2024v5.2
Source: Download XML · Original 990 at ProPublica

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

Return header
Form 990
Schedule A
Schedule D
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-05-14T07:25:34-04:00	ReturnTs
Tax Period End	2025-06-30	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	WithumSmithBrown PC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	1835 MARKET STREET SUITE 1710	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	NJ	StateAbbreviationCd
ZIP	191032945	ZIPCd

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

Filer Filer

Field	Value	IRS element (for citing)
EIN	232622006	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	WALNUT HOME THERAPEUTICS INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% RONALD C KELLER CPA	InCareOfNm
Business Name Control	WALN	BusinessNameControlTxt
Phone	2155038958	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 MARKET STREET SUITE 2004	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	MICHAEL HARRINGTON	PersonNm
Person Title	EVP/CFO	PersonTitleTxt
Phone	2155038958	PhoneNum
Signature	2026-05-12	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

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

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	SCOTT J MARIANI	PreparerPersonNm
PTIN	P00642486	PTIN
Phone	2155462140	PhoneNum

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

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	DIXIEANNE P JAMES	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 MARKET ST STE 2004	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$182,879,515	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	WWW.JEFFERSONHEALTH.ORG	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1990	FormationYr
Legal Domicile State	PA	LegalDomicileStateCd
Activity Or Mission	TO PROVIDE MEDICATIONS IN THE HOME TO ASSIST IN TRANSITIONING PATIENTS TO INDEPENDENT LIVING.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	0	VotingMembersIndependentCnt
Total Employee	0	TotalEmployeeCnt
Total Volunteers	0	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$72,236,197	PYProgramServiceRevenueAmt
CY Program Service Revenue	$182,879,515	CYProgramServiceRevenueAmt
PY Investment Income	$0	PYInvestmentIncomeAmt
CY Investment Income	$0	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$72,236,197	PYTotalRevenueAmt
CY Total Revenue	$182,879,515	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$0	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$0	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$71,688	CYTotalFundraisingExpenseAmt
PY Other Expenses	$78,696,844	PYOtherExpensesAmt
CY Other Expenses	$166,533,832	CYOtherExpensesAmt
PY Total Expenses	$78,696,844	PYTotalExpensesAmt
CY Total Expenses	$166,533,832	CYTotalExpensesAmt
PY Revenues Less Expenses	-$6,460,647	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	$16,345,683	CYRevenuesLessExpensesAmt
Total Assets BOY	$64,215,872	TotalAssetsBOYAmt
Total Assets EOY	$73,911,196	TotalAssetsEOYAmt
Total Liabilities BOY	$24,597,978	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$17,947,619	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$39,617,894	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$55,963,577	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	WALNUT HOME THERAPEUTICS PROVIDES MEDICATIONS IN THE HOME TO ASSIST IN TRANSITIONING PATIENTS FROM A HOSPITAL OR SKILLED FACILITY TO INDEPENDENT LIVING, PRIMARILY THROUGH INTRAVENOUS DRUG DELIVERY METHODOLOGIES, IN SUPPORT OF TJUH AND OTHER PHILADELPHIA AREA HOSPITALS, AND SERVES AS A SPECIALTY PHARMACY THAT PROVIDES A UNIQUE SERVICE TO CLINICALLY COMPLEX PATIENTS. SPECIALTY MEDICATIONS ARE TYPICALLY BIOTECHNOLOGY-DERIVED MEDICATIONS THAT TREAT RARE AND CHRONIC CONDITIONS.	MissionDesc
Significant New Program Srvc	Yes (true)	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$161,254,833	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$182,879,515	RevenueAmt
Desc	EXPENSES INCURRED IN PROVIDING MEDICATIONS IN THE HOME TO ASSIST IN TRANSITIONING PATIENTS FROM A HOSPITAL OR SKILLED FACILITY TO INDEPENDENT LIVING, PRIMARILY THROUGH INTRAVENOUS DRUG DELIVERY METHODOLOGIES IN SUPPORT OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. AND OTHER PHILADELPHIA AREA HOSPITALS.	Desc
Total Program Service Expenses	$161,254,833	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	Yes (true)	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	Yes (true)	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	Yes (true)	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
Info In Schedule O Part V	Yes (X)	InfoInScheduleOPartVInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	0	EmployeeCnt
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Quid Pro Quo Contributions	false	QuidProQuoContributionsInd
Form8282 Property Disposed Of	false	Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	0	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (true)	DelegationOfMgmtDutiesInd
Change To Org Documents	Yes (true)	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	Yes (true)	MembersOrStockholdersInd
Election Of Board Members	Yes (true)	ElectionOfBoardMembersInd
Decisions Subject To Approva	Yes (true)	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	PA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	RONALD C KELLER CPA	PersonNm
Phone	2155038344	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 MARKET STREET STE 2004	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

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

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt
DIXIEANNE P JAMES
CHAIR & PRESIDENT - TRUSTEE	55.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
MARY BETH EDGER
VICE PRESIDENT - TRUSTEE	55.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
CHRISTOPHER CULLOM
TRUSTEE	55.0	0.0	Yes (X)		$0	$0	$0
KEVIN KLEINSCHMIDTMBARNBSN
TRUSTEE	55.0	0.0	Yes (X)		$0	$0	$0
BRIAN G SWIFT PHARMD MBA
TRUSTEE	55.0	0.0	Yes (X)		$0	$0	$0
ANDREW NATHANS
TREASurer-TRUSTEE(TERM 1/2025)	55.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
WALTER WYATT
TREASURER (eff 1/2025)	55.0	0.0		Yes (X)	$0	$0	$0
KRISTIN BARRETT ESQ
SECRETARY	55.0	0.0		Yes (X)	$0	$0	$0

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$0	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	0	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Field	Value	IRS element (for citing)
Person	THOMAS JEFFERSON UNIVERSITY	PersonNm

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1101 MARKET STREET SUITE 2004	AddressLine1Txt
City	PHILADELPHIA	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	19107	ZIPCd

Field	Value	IRS element (for citing)
Services	CORPORATE SVCS	ServicesDesc
Compensation	$5,278,999	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDesc	BusinessBusinessCd	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
NET PATIENT SERVICE REVENUE	621999	$21,433,600	$21,433,600
PHARMACY REVENUE	621999	$161,431,145	$161,431,145
OTHER HEALTHCARE RELATED REVENUE	621999	$14,770	$14,770

Field	Value	IRS element (for citing)
Total Program Service Revenue	$182,879,515	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

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

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

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

Royalties Revenue RoyaltiesRevenueGrp

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

Rental Income Or Loss RentalIncomeOrLossGrp

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

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

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

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

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

Field	Value	IRS element (for citing)
Fundraising Gross Income	$0	FundraisingGrossIncomeAmt
Fundraising Direct Expenses	$0	FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

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

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

Net Income From Gaming NetIncomeFromGamingGrp

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

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

Net Income Or Loss NetIncomeOrLossGrp

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

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

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$182,879,515	TotalRevenueColumnAmt
Related Or Exempt Func Income	$182,879,515	RelatedOrExemptFuncIncomeAmt

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

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

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

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

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

Foreign Grants ForeignGrantsGrp

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

Benefits To Members BenefitsToMembersGrp

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

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

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

Comp Disqual Persons CompDisqualPersonsGrp

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

Other Salaries And Wages OtherSalariesAndWagesGrp

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

Pension Plan Contributions PensionPlanContributionsGrp

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

Other Employee Benefits OtherEmployeeBenefitsGrp

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

Payroll Taxes PayrollTaxesGrp

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

Fees For Services Management FeesForServicesManagementGrp

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

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$50,903	TotalAmt
Management And General	$50,903	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$13,761	TotalAmt
Program Services	$1,800	ProgramServicesAmt
Management And General	$11,961	ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

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

Fees For Services Prof Fundraising FeesForServicesProfFundraising

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

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

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

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$2,839,566	TotalAmt
Program Services	$1,618,697	ProgramServicesAmt
Management And General	$1,217,636	ManagementAndGeneralAmt
Fundraising	$3,233	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$188,608	TotalAmt
Program Services	$60,352	ProgramServicesAmt
Management And General	$128,256	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$1,487,222	TotalAmt
Program Services	$1,401,335	ProgramServicesAmt
Management And General	$85,887	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$521,644	TotalAmt
Program Services	$41,358	ProgramServicesAmt
Management And General	$480,286	ManagementAndGeneralAmt

Royalties RoyaltiesGrp

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

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$3,197,300	TotalAmt
Program Services	$3,060,524	ProgramServicesAmt
Management And General	$136,776	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$445,483	TotalAmt
Program Services	$432,642	ProgramServicesAmt
Management And General	$12,841	ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

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

Conferences Meetings ConferencesMeetingsGrp

Field	Value	IRS element (for citing)
Total	$7,240	TotalAmt
Program Services	$3,763	ProgramServicesAmt
Management And General	$3,477	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$58,628	TotalAmt
Management And General	$58,628	ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

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

Depreciation Depletion DepreciationDepletionGrp

Field	Value	IRS element (for citing)
Total	$816,663	TotalAmt
Program Services	$812,037	ProgramServicesAmt
Management And General	$4,626	ManagementAndGeneralAmt

Insurance InsuranceGrp

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

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Program ServicesProgramServicesAmt	Management And GeneralManagementAndGeneralAmt	FundraisingFundraisingAmt
MEDICAL SUPPLIES	$127,574,317	$127,544,282	$30,035
ALLOCATION OF PERSONNEL COSTS	$28,585,082	$25,732,391	$2,784,778	$67,913
DUES & SUBSCRIPTIONS	$135,453	$97,925	$37,528
FOOD & RELATED PRODUCTS	$5,213	$2,331	$2,882

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$606,749	TotalAmt
Program Services	$445,396	ProgramServicesAmt
Management And General	$160,811	ManagementAndGeneralAmt
Fundraising	$542	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$166,533,832	TotalAmt
Program Services	$161,254,833	ProgramServicesAmt
Management And General	$5,207,311	ManagementAndGeneralAmt
Fundraising	$71,688	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$300	BOYAmt
EOY	$762	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

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

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

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

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$15,701,606	BOYAmt
EOY	$25,210,259	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

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

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

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

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

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

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

Field	Value	IRS element (for citing)
BOY	$19,239,318	BOYAmt
EOY	$20,783,556	EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

Field	Value	IRS element (for citing)
BOY	$150,884	BOYAmt
EOY	$283,716	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$20,574,743	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$7,046,779	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$13,858,751	BOYAmt
EOY	$13,527,964	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

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

Investments Other Securities InvestmentsOtherSecuritiesGrp

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

Investments Program Related InvestmentsProgramRelatedGrp

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

Intangible Assets IntangibleAssetsGrp

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

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$15,265,013	BOYAmt
EOY	$14,104,939	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$64,215,872	BOYAmt
EOY	$73,911,196	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$743,436	BOYAmt
EOY	$1,159,329	EOYAmt

Grants Payable GrantsPayableGrp

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

Deferred Revenue DeferredRevenueGrp

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

Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp

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

Escrow Account Liability EscrowAccountLiabilityGrp

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

Loans From Officers Directors LoansFromOfficersDirectorsGrp

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

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

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

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

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

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$23,854,542	BOYAmt
EOY	$16,788,290	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$24,597,978	BOYAmt
EOY	$17,947,619	EOYAmt

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

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$39,617,894	BOYAmt
EOY	$55,963,577	EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

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

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$39,617,894	BOYAmt
EOY	$55,963,577	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$64,215,872	BOYAmt
EOY	$73,911,196	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	$16,345,683	ReconcilationRevenueExpnssAmt
Info In Schedule O Part XII	Yes (X)	InfoInScheduleOPartXIIInd
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

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

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

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Publicly Supported Org509a2	Yes (X)	PubliclySupportedOrg509a2Ind

Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Gross Receipts Admissions GrossReceiptsAdmissionsGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$70,874,075	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$80,818,372	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$85,544,761	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,236,197	CurrentTaxYearMinus1YearAmt
Current Tax Year	$182,879,515	CurrentTaxYearAmt
Total	$492,352,920	TotalAmt

Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp

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

Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp

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

Govt Furn Srvc Fclts Vl509 GovtFurnSrvcFcltsVl509Grp

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

Total509 Total509Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$70,874,075	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$80,818,372	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$85,544,761	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,236,197	CurrentTaxYearMinus1YearAmt
Current Tax Year	$182,879,515	CurrentTaxYearAmt
Total	$492,352,920	TotalAmt

Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp

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

Substantial Contributors Amt SubstantialContributorsAmtGrp

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

Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp

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

Field	Value	IRS element (for citing)
Public Support Total509	$492,352,920	PublicSupportTotal509Amt

Gross Investment Income509 GrossInvestmentIncome509Grp

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

Post1975 UBTI Post1975UBTIGrp

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

Investment Income And UBTI InvestmentIncomeAndUBTIGrp

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

Net Income From Other UBI NetIncomeFromOtherUBIGrp

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

Other Income509 OtherIncome509Grp

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

Total Support Calendar Year TotalSupportCalendarYearGrp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$70,874,075	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$80,818,372	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$85,544,761	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$72,236,197	CurrentTaxYearMinus1YearAmt
Current Tax Year	$182,879,515	CurrentTaxYearAmt
Total	$492,352,920	TotalAmt

Field	Value	IRS element (for citing)
Public Support CY509	1.00000	PublicSupportCY509Pct
Public Support PY509	1.00000	PublicSupportPY509Pct
Investment Income CY	0.00000	InvestmentIncomeCYPct
Investment Income PY	0.00000	InvestmentIncomePYPct
Thirty Thr Pct Suprt Tests CY509	Yes (X)	ThirtyThrPctSuprtTestsCY509Ind

Schedule D IRS990ScheduleD

Field	Value	IRS element (for citing)
Art Public Exhibition Amounts		ArtPublicExhibitionAmountsGrp
Held Works Art		HeldWorksArtGrp
CY Minus3 Yr Endwmt Fund		CYMinus3YrEndwmtFundGrp
CY Minus4 Yr Endwmt Fund		CYMinus4YrEndwmtFundGrp
Land		LandGrp

Buildings BuildingsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$16,799,126	OtherCostOrOtherBasisAmt
Depreciation	$4,217,498	DepreciationAmt
Book Value	$12,581,628	BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$668,137	OtherCostOrOtherBasisAmt
Depreciation	$579,084	DepreciationAmt
Book Value	$89,053	BookValueAmt

Equipment EquipmentGrp

Field	Value	IRS element (for citing)
Other Cost Or Other Basis	$3,107,480	OtherCostOrOtherBasisAmt
Depreciation	$2,250,197	DepreciationAmt
Book Value	$857,283	BookValueAmt

Field	Value	IRS element (for citing)
Other Land Buildings		OtherLandBuildingsGrp
Total Book Value Land Buildings	$13,527,964	TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

Field	Value	IRS element (for citing)
Desc	RIGHT OF USE ASSET	Desc
Book Value	$14,104,939	BookValueAmt

Field	Value	IRS element (for citing)
Total Book Value Other Assets	$14,104,939	TotalBookValueOtherAssetsAmt
Federal Income Tax Liability	$0	FederalIncomeTaxLiabilityAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDesc	AmtAmt
RIGHT OF USE LIABILITY	$15,170,911
DUE TO AFFILIATES	$1,617,379

Field	Value	IRS element (for citing)
Total Liability	$16,788,290	TotalLiabilityAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (16 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
CORE FORM, PART I, LINES 3 & 4 & PART VI, SECTION A; QS 1A & 1B	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. AS REFLECTED ON CORE FORM, PART I, LINES 3 AND 4 AND ALSO IN PART VI, LINES 1A AND 1B, THERE ARE A TOTAL OF FIVE VOTING MEMBERS ON THE BOARD OF TRUSTEES. OF THESE FIVE VOTING MEMEBRS, NONE ARE INDEPENDENT DUE TO THE FACT THAT THEY ARE EMPLOYED BY AN AFFILIATE WITHIN THE SYSTEM AND RECEIVE COMPENSATION IN THEIR RESPECTIVE ROLES. ALTHOUGH THIS FEDERAL FORM 990 SHOWS NO INDEPENDENT BOARD OF TRUSTEES UNDER THE INTERNAL REVENUE SERVICE DEFINITIONS; THIS ORGANIZATION ACTS IN A CHARITABLE TAX-EXEMPT MANNER FOR PURPOSES OF INTERNAL REVENUE CODE SECTION 501(C)(3) AND IS CONTROLLED BY THOMAS JEFFERSON UNIVERSITY; WHICH IS GOVERNED BY A BOARD WHOSE MAJORITY IS COMPRISED OF INDEPENDENT VOTING MEMBERS.
CORE FORM, PART III, QUESTION 2	The organization retained the Kennedy University Hospital, Inc.; a related Internal Revenue Code Section 501(c)(3) tax-exempt organization, 340B contract pharmacy revenue income. The program revenue and expense also reflect a gross-up of Thomas Jefferson University/Jefferson Health employee pharmacy revenue and expense.
CORE FORM, PART V, LINE 2A AND CORE FORM, PART IX, LINE 24	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH ("NETWORK"); A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. WALNUT HOME THERAPEUTICS, INC. HAS ENTERED INTO A COMMON PAYMASTER AND PAYROLL REPORTING AGENT RELATIONSHIP WITH A RELATED ORGANIZATION, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH"). AS SUCH, TJUH ISSUES ALL REQUIRED FORMS W-2 RELATED TO THE EMPLOYEES OF WALNUT. THEREFORE, FORM 990, PART V, LINE 2A IS ZERO. MOREOVER, THE PAYROLL AND RELATED BENEFITS EXPENSE RELATED TO SUCH EMPLOYEES ARE REPORTED AS ALLOCATION OF PERSONNEL COSTS ON FORM 990, PART IX, LINE 24, SINCE THESE EXPENSES ARE PAID BY TJUH TO THE EMPLOYEES AND THE TRANSACTIONS ARE ACCOUNTED FOR THROUGH INTERCOMPANY TRANSACTIONS BETWEEN WALNUT AND TJUH.
CORE FORM, PART V; QUESTION 1A & CORE FORM, PART VII; SECTION B	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH ("NETWORK"); A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION'S FORM 990 REFLECTS NO TOP FIVE INDEPENDENT CONTRACTORS FOR SERVICES AND REPORTS THAT NO FORMS 1099 WERE FILED WITH THE INTERNAL REVENUE SERVICE ("IRS"). THE ORGANIZATION HAS ENTERED INTO A COMMON PAYMASTER AND PAYROLL REPORTING AGENT RELATIONSHIP WITH A RELATED ORGANIZATION, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. ("TJUH"). AS SUCH, TJUH PREPARES AND ISSUES FORMS 1099 TO THESE VENDORS RECEIVING PAYMENTS WHERE APPLICABLE AND FILES THESE FORMS 1099 WITH THE IRS. THE ORGANIZATION'S INDEPENDENT CONTRACTORS ARE INCLUDED WITHIN TJUH'S FEDERAL FORM 990.
CORE FORM, PART V, QUESTION 15	DIXIEANNE P. JAMES IS AN OFFICER/voting member OF THE ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. JAMES ALSO SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. SHE RECEIVES A FEDERAL FORM W-2 FROM THOMAS JEFFERSON UNIVERSITY; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. HER COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER. ACCORDINGLY, ALBERT EINSTEIN MEDICAL CENTER FILED A 2024 FEDERAL FORM 4720 WHICH INCLUDED A REMITTANCE OF EXCISE TAX RELATED TO HER COMPENSATION IN EXCESS OF $1M. RICHARD J. WEBSTER, RN, MSN is a FORMER OFFICER of this organization's GOVERNING BODY; an uncompensated position. Mr. Webster receiveD a federal form W-2 from Thomas Jefferson University Hospitals, Inc.; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. His common law employer/employee relationship WAs with Thomas Jefferson University Hospitals, Inc. Accordingly, Thomas Jefferson University Hospitals, Inc. filed a 2024 Federal Form 4720 which included a remittance of excise tax related to Mr. Webster's compensation in excess of $1M.
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. TJU'S MAJOR AFFILIATES INCLUDE THOMAS JEFFERSON UNIVERSITY HOSPITAL ("TJUH") AND JEFFERSON UNIVERSITY PHYSICIANS ("JUP"), BOTH INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATIONS. TJU, TJUH AND JUP MAY PROVIDE VARIOUS CORPORATE RELATED SERVICES AND/OR PROVIDES CLINICAL AND SUPPORT PERSONNEL TO VARIOUS SYSTEM ENTITIES; INCLUDING THIS ORGANIZATION. THE SERVICES MAY INCLUDE, BUT ARE NOT LIMITED TO, EXECUTIVE, LEGAL AND RISK MANAGEMENT, COMPLIANCE AND GOVERNANCE, HUMAN RESOURCES AND FINANCE AND ALSO CLINICAL AND SUPPORT PERSONNEL. THESE COSTS ARE ALLOCATED TO VARIOUS SYSTEM ENTITIES, INCLUDING THIS ORGANIZATION, AS REIMBURSEMENT FOR THESE SERVICES AND PERSONNEL.
CORE FORM, PART VI, SECTION A; QUESTION 4	The governing documents of the organization were updated and amended during the year to reflect a change in the procedure of distribution of assets upon dissolution.
CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7	JEFFEX, INC. ("JEFFEX") IS THE SOLE MEMBER OF THIS ORGANIZATION. effective with the close of business on June 30, 2025, Thomas jefferson University Hospitals, inc. ("TJUH"), became the sole member of jeffex. Jefferson health Corporation ("JHC") is the sole member of TJUH. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF JHC. ACCORDINGLY, TJU HAS THE ULTIMATE 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 SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT-OF-INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT-OF-INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT-OF-INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT-OF-INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT HE OR SHE WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO TJU'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 12	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE SYSTEM HAS A WRITTEN CONFLICT OF INTEREST POLICY WITH WHICH ALL AFFILIATES REGULARLY MONITOR AND ENFORCE COMPLIANCE. THE CONFLICT-OF-INTEREST POLICY GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE SYSTEM'S BOARD OF TRUSTEES. THE CONFLICT-OF-INTEREST POLICY IS DESIGNED TO ASSIST THE ORGANIZATION IN EVALUATING ARRANGEMENTS, CONTRACTS OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE CONFLICT-OF-INTEREST POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE SYSTEM'S CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT-OF-INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENT'S ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH THEY ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT HE OR SHE WILL ABIDE BY THE SYSTEM'S CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES. ALL PERSONS COVERED UNDER THE ORGANIZATION'S BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES AND RELATIONSHIPS THROUGHOUT THE YEAR. THE SYSTEM MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE SYSTEM ALSO COMPILES AND ISSUES A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS TO THE ORGANIZATION'S EXECUTIVE COMMITTEE OF THE BOARD OF TRUSTEES. THEREAFTER, THE BOARD OF TRUSTEES ITSELF OR THROUGH DELEGATION TO TJU'S FINANCE, ASSURANCE & COMPLIANCE COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARD'S EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE, BUT MAY NOT BE LIMITED TO, RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS AND RELATIONSHIPS, ALL REQUIRED DISCLOSURES IN ACCORDANCE WITH THE INTERNAL REVENUE SERVICE'S REGULATIONS AND INSTRUCTIONS ARE REPORTED ON THE ORGANIZATION'S FEDERAL FORM 990.
CORE FORM, PART VI, SECTION B; QUESTION 15	THE ORGANIZATION IS AN AFFILIATE WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH; A COMPREHENSIVE PROFESSIONAL UNIVERSITY AND TAX-EXEMPT INTEGRATED HEALTHCARE DELIVERY SYSTEM ("SYSTEM"), WITH A TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. THE ORGANIZATION IS COMMITTED TO ENSURING THAT ITS EXECUTIVE COMPENSATION PROGRAM ADHERES TO THE HIGHEST STANDARDS OF REGULATORY COMPLIANCE AND BEST PRACTICES IN CORPORATE GOVERNANCE. THOMAS JEFFERSON UNIVERSITY'S BOARD OF TRUSTEES HAS A COMPENSATION AND HUMAN CAPITAL COMMITTEE ("COMMITTEE"). THE COMMITTEE HAS ADOPTED A WRITTEN EXECUTIVE COMPENSATION PHILOSOPHY WHICH IT FOLLOWS WHEN IT REVIEWS AND APPROVES OF THE COMPENSATION AND BENEFITS OF THE SYSTEM'S EXECUTIVE COMPENSATION, INCLUDING ARRANGEMENTS COVERING THE PRESIDENT/CHIEF EXECUTIVE OFFICER, SENIOR EXECUTIVES AND OTHER KEY EMPLOYEES (INCLUDING CLINICAL DEPARTMENT CHAIRS AND SELECT FACULTY). THE COMMITTEE MEETS MULTIPLE TIMES DURING THE YEAR AND IS COMPRISED OF INDIVIDUALS WHO ARE INDEPENDENT AND DO NOT HAVE CONFLICTS OF INTEREST WITH REGARD TO THE COMPENSATION ARRANGEMENTS THAT FALL WITHIN ITS PURVIEW. THE COMMITTEE'S PROCESS IS DESIGNED TO SATISFY THE REBUTTABLE PRESUMPTION OF REASONABLENESS THAT IS AVAILABLE UNDER THE INTERMEDIATE SANCTIONS LAW AND INCLUDES THE REVIEW OF COMPARABILITY DATA AND THE CONTEMPORANEOUS SUBSTANTIATION OF ITS DELIBERATIONS AND DECISIONS. THE COMMITTEE'S DECISIONS ARE MADE IN ACCORDANCE WITH SYSTEM'S COMPENSATION PHILOSOPHY, WHICH SUPPORTS THE OBJECTIVE OF ATTRACTING, RETAINING AND MOTIVATING TALENTED INDIVIDUALS WHO HAVE THE APPROPRIATE EXPERIENCE AND SKILLS TO ACHIEVE THE INSTITUTION'S OBJECTIVES. ON AN ANNUAL BASIS THE COMMITTEE REVIEWS APPROPRIATE COMPARABILITY DATA FOR SIMILAR INSTITUTIONS THAT REFLECT THE MISSION, SCOPE AND COMPLEXITY OF THE ORGANIZATION AND ITS CONSTITUENT ENTITIES. THE COMMITTEE ENGAGES QUALIFIED, INDEPENDENT CONSULTANTS AS NEEDED TO PROVIDE ADVICE ON COMPENSATION MATTERS AND TO PREPARE THE COMPARABILITY DATA, WHICH ARE REVIEWED BY THE COMMITTEE IN ADVANCE OF MAKING ITS DECISIONS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION FOR THE PRESIDENT/CHIEF EXECUTIVE OFFICER AND OTHER SENIOR EXECUTIVES BASED ON MARKET PRACTICES, AN ASSESSMENT OF PERFORMANCE AND OTHER BUSINESS JUDGMENT FACTORS. THE EXECUTIVE COMPENSATION INCLUDES INCENTIVE PAY, PURSUANT TO WHICH EXECUTIVES ARE REWARDED BASED ON THE ACHIEVEMENT OF THE SYSTEM, ENTITY AND INDIVIDUAL PERFORMANCE GOALS THAT ARE ESTABLISHED IN ADVANCE OF THE PERFORMANCE PERIOD. THESE GOALS ARE LINKED TO SYSTEM'S MISSION, STRATEGIC AND OPERATING OBJECTIVES, AND HAVE PREDETERMINED WEIGHTS. AT THE END OF THE YEAR, THE COMMITTEE APPROVES THE RESULTING AWARDS BASED ON A REVIEW OF PERFORMANCE ACHIEVEMENTS RELATIVE TO THE GOALS; IN APPROPRIATE CIRCUMSTANCES, OTHER DISCRETIONARY FACTORS MAY BE CONSIDERED WHEN INCENTIVES ARE DETERMINED. THE COMMITTEE MAKES A DETERMINATION OF THE REASONABLENESS OF COMPENSATION AND MAINTAINS MINUTES THAT DOCUMENT ITS DELIBERATIONS AND DECISIONS.
CORE FORM, PART VI, SECTION C; QUESTION 19	THE ORGANIZATION'S FILED CERTIFICATE OF INCORPORATION AND ANY AMENDMENTS CAN BE OBTAINED AND REVIEWED THROUGH THE COMMONWEALTH OF PENNSYLVANIA.
CORE FORM, PART VII AND SCHEDULE J	CORE FORM, PART VII AND SCHEDULE J REFLECT CERTAIN BOARD MEMBERS AND OFFICERS RECEIVING COMPENSATION AND BENEFITS FROM A RELATED ORGANIZATION. PLEASE NOTE THIS REMUNERATION WAS FOR SERVICES RENDERED AS FULL-TIME EMPLOYEES OF THE 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	DIXIEANNE P. JAMES IS A VOTING MEMBER/OFFICER OF THis ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. JAMES ALSO SERVES AS THE PRESIDENT OF CENTRAL REGION OF THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MS. JAMES'S COMMON LAW EMPLOYER/EMPLOYEE RELATIONSHIP IS WITH ALBERT EINSTEIN MEDICAL CENTER; A RELATED INTERNAL REVENUE CODE SECTION 501(C)(3) TAX-EXEMPT ORGANIZATION. ALBERT EINSTEIN MEDICAL CENTER IS INCLUDED IN THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING RETURN AS A SUBORDINATE. HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING (EIN: 46-5338502) FEDERAL FORM 990. PLEASE REFER TO ALBERT EINSTEIN HEALTHCARE NETWORK GROUP LETTER RULING FORM 990 FOR THIS INFORMATION. MARY BETH EDGER is a VOTING MEMBER/OFFICER OF THis ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Ms. Edger ALSO SERVES AS A voting member/OFFICER OF THE JEFFEX, INC. GOVERNING BODY. HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE JEFFEX, INC. (EIN: 23-2622009) FEDERAL FORM 990. PLEASE REFER TO THE JEFFEX, INC. FEDERAL FORM 990 FOR THIS INFORMATION. CHRISTOPHER CULLOM is a VOTING MEMBER OF THis ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. CULLOM ALSO SERVES AS THE CHEIF OPERATING OFFICER OF THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. (EIN: 23-2829095) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. FEDERAL FORM 990 FOR THIS INFORMATION. KEVIN KLEINSCHMIDT, MBA, RN, BSN IS VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. KLEINSCHMIDT RECEIVES A FEDERAL FORM W-2 FROM AND IS EMPLOYED BY A RELATED TAX-EXEMPT ORGANIZATION WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. KLEINSCHMIDT ALSO SERVES AS A VOTING MEMBER OF THE JEFFEX, INC. GOVERNING BODY. HIS RESPECTIVE REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE JEFFEX, INC. (EIN: 23-2622009) FEDERAL FORM 990. PLEASE REFER TO THE JEFFEX, INC. FEDERAL FORM 990 FOR THIS INFORMATION. BRIAN G. SWIFT, PHARMD, MBA IS A VOTING MEMBER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. SWIFT RECEIVES A FEDERAL FORM W-2 FROM AND IS EMPLOYED BY A RELATED TAX-EXEMPT ORGANIZATION WITHIN THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH. MR. SWIFT ALSO SERVES AS A VOTING MEMBER OF THE JEFFEX, INC. GOVERNING BODY. HIS RESPECTIVE REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE JEFFEX, INC. (EIN: 23-2622009) FEDERAL FORM 990. PLEASE REFER TO THE JEFFEX, INC. FEDERAL FORM 990 FOR THIS INFORMATION. FROM JULY 2024 TO JANUARY 2025, ANDREW NATHANS WAS A VOTING MEMBER/OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MR. NATHANS ALSO SERVES AS A VOTING MEMBER/OFFICER OF THE GOVERNING BODY FOR SEVERAL THOMAS JEFFERSON UNIVERSITY/JEFFERSON HEALTH AFFILIATES. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE METHODIST ASSOCIATES IN HEALTHCARE (EIN: 23-2678055) FEDERAL FORM 990. PLEASE REFER TO THE METHODIST ASSOCIATES IN HEALTHCARE FEDERAL FORM 990 FOR THIS INFORMATION. Effective JANUARY 2025, Walter Wyatt became AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. Mr. Wyatt receives a federal form w-2 from ALBERT EINSTEIN MEDICAL CENTER; A RELATED 501(C)(3) TAX-EXEMPT ORGANIZATION. MR. WYATT ALSO SERVES AS AN OFFICER OF THE JEFFEX, INC. GOVERNING BODY. HIS REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF JEFFEX, INC. (EIN: 23-2622009) FEDERAL FORM 990. PLEASE REFER TO THE JEFFEX, INC. FEDERAL FORM 990 FOR THIS INFORMATION. KRISTIN BARRETT, ESQ. IS AN OFFICER OF THIS ORGANIZATION'S GOVERNING BODY; AN UNCOMPENSATED POSITION. MS. BARRETT ALSO SERVES AS AN OFFICER OF THE JEFFEX, INC. GOVERNING BODY. HER REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE JEFFEX, INC. (EIN: 23-2622009) FEDERAL FORM 990. PLEASE REFER TO THE JEFFEX, INC. FEDERAL FORM 990 FOR THIS INFORMATION. RICHARD J. WEBSTER, RN, MSN IS A FORMER OFFICER OF THIS ORGANIZATION. MR. WEBSTER'S REPORTABLE COMPENSATION, RETIREMENT/OTHER DEFERRED COMPENSATION, AND NON-TAXABLE BENEFITS ARE REPORTED WITHIN CORE FORM, PART VII AND SCHEDULE J OF THE THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. (EIN: 23-2829095) FEDERAL FORM 990. PLEASE REFER TO THE THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. 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. THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). CERTAIN BOARD OF TRUSTEE MEMBERS AND OFFICERS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS REFLECTED ON CORE FORM, PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION.
CORE FORM, PART 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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (58 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Exempt Code SectionExemptCodeSectionTxt	Public Charity StatusPublicCharityStatusTxt	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Controlled OrganizationControlledOrganizationInd
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.	PA	501(C)(3)	3	JHC	false
ALBERT EINSTEIN MEDICAL CENTER
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231396794	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
ARIA HEALTH ORTHOPAEDICS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	460779942	HEALTH SVCS.	PA	501(C)(3)	10	JMG	false
ARIA HEALTH PHYSICIAN SERVICES
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232691968	HEALTH SVCS.	PA	501(C)(3)	3	JMG	false
BCCT OVER CORP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352200	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
BROADLINE RISK RETENTION GROUP
100 BANK STREET	BURLINGTON	VT	05401	272583356	INSURANCE	VT	501(C)(3)	12A	JHC	false
EINSTEIN COMMUNITY HEALTH ASSOCIATES
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232760086	HEALTH SVCS.	PA	501(C)(3)	12A	JHC	false
EINSTEIN MEDICAL CENTER MONTGOMERY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	204193243	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
EINSTEIN PRACTICE PLAN INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232664784	HEALTH SVCS.	PA	501(C)(3)	12A	JHC	false
EMERGENCY TRANSPORT ASSOCIATES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622004	HEALTH SVCS.	PA	501(C)(3)	10	JEFFEX INC	false
FAMILY CARE CENTERS INC
PO BOX 4000	ALLENTOWN	PA	181054000	232349341	HEALTH SVCS.	PA	501(C)(3)	3	LVPG	false
FORNANCE PHYSICIAN SERVICES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232275991	HEALTH SVCS.	PA	501(C)(3)	12A	JHC	false
GHMC MANAGEMENT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232225809	MANAGEMENT	PA	501(C)(3)	12A	AEMC	false
HAZLETON HEALTH & WELLNESS CENTER
PO BOX 4000	ALLENTOWN	PA	181054000	232580968	HEALTH SVCS.	PA	501(C)(3)	12B	JHC	false
HAZLETON PROFESSIONAL SERVICES
PO BOX 4000	ALLENTOWN	PA	181054000	205880364	HEALTH SVCS.	PA	501(C)(3)	3	LVPG	false
HEALTH PARTNERS FOUNDATION
901 MARKET STREET SUITE 500	PHILADELPHIA	PA	19107	311674587	FUNDRAISING	PA	501(C)(3)	12A	HPP	false
HEALTH PARTNERS PLANS INC
901 MARKET STREET SUITE 500	PHILADELPHIA	PA	19107	232379751	INSURANCE	PA	501(C)(4)		JHNE	false
JEFFERSON CLUB AKA JEFF FACULTY CLUB
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232167488	HEALTH SVCS.	PA	501(c)(3)	12A	TJU	false
JEFFERSON HEALTH - NORTHEAST
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	230596940	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
JEFFERSON HEALTH - NORTHEAST FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	237318683	FUNDRAISING	PA	501(C)(3)	12A	JHNE	false
JEFFERSON HEALTH CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232290323	MANAGEMENT	PA	501(C)(3)	12A	TJU	false
JEFFERSON MEDICAL CARE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232858320	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
JEFFERSON MEDICAL GROUP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	233026939	HEALTH SVCS.	PA	501(C)(3)	12B	JHC	false
JEFFERSON UNIVERSITY PHYSICIANS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232809585	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	464855345	HEALTH SVCS.	NJ	501(C)(3)	12A	JMG	false
JEFFEX INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232622009	HEALTH SVCS.	PA	501(C)(3)	12A	TJUH	false
JUP of NJ KT PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	882234070	Health svcs.	PA	501(C)(3)	12A	JMG	false
KENNEDY HEALTH CARE FOUNDATION INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	800550282	FUNDRAISING	NJ	501(C)(3)	7	KUH	false
KENNEDY HEALTH FACILITIES INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442032	HEALTH SVCS.	NJ	501(C)(3)	12A	JHC	false
KENNEDY MEDICAL GROUP PRACTICE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	461420853	HEALTH SVCS.	NJ	501(C)(3)	10	JMG	false
KENNEDY PROPERTY CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222442034	REAL ESTATE	NJ	501(C)(3)	12A	KUH	false
KENNEDY UNIVERSITY HOSPITAL INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	221773439	HEALTH SVCS.	NJ	501(C)(3)	3	JHC	false
LANSDALE HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	263359979	HEALTH SVCS.	PA	501(c)(3)	3	JHC	false
LEHIGH VALLEY HEALTH NETWORK
PO BOX 4000	ALLENTOWN	PA	181054000	222458317	MANAGEMENT	PA	501(C)(3)	12C	JHC	false
LEHIGH VALLEY HOSPITAL
PO BOX 4000	ALLENTOWN	PA	181054000	231689692	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
LEHIGH VALLEY HOSPITAL - HAZLETON
PO BOX 4000	ALLENTOWN	PA	181054000	232421970	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
LEHIGH VALLEY HOSPITAL - POCONO
PO BOX 4000	ALLENTOWN	PA	181054000	240795623	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
LEHIGH VALLEY HOSPITAL - SCHUYLKILL
PO BOX 4000	ALLENTOWN	PA	181054000	231352202	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
LEHIGH VALLEY PHYSICIAN GROUP
PO BOX 4000	ALLENTOWN	PA	181054000	232700908	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
LEONARD PARKER POOL INSTITUTE FOR HEALTH
PO BOX 4000	ALLENTOWN	PA	181054000	851211082	FUNDRASING	PA	501(C)(3)	3	LVH	false
LVHN EMERGENCY MEDICAL SERVICES
PO BOX 4000	ALLENTOWN	PA	181054000	232532377	HEALTH SVCS.	PA	501(C)(3)	10	JHC	false
LVHN REALTY HOLDING COMPANY
PO BOX 4000	ALLENTOWN	PA	181054000	232245513	REAL ESTATE	PA	501(C)(3)	12C	JHC	false
METHODIST ASSOC IN HEALTHCARE OF NJ PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223537847	HEALTH SVCS.	NJ	501(c)(3)	12A	JMG	false
METHODIST ASSOCIATES IN HEALTHCARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232678055	HEALTH SVCS.	PA	501(C)(3)	12A	JMG	false
MONTGOMERY HEALTH FOUNDATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222456265	FUNDRAISING	PA	501(C)(3)	12B	EMCM	false
MONTGOMERY HOSPITAL
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352193	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
MONTGOMERY HOSPITAL WORKERS COMP TRUST
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232351775	HEALTH SVCS.	PA	501(C)(3)	12A	EMCM	false
PHILADELPHIA UNIVERSITY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352294	EDUCATION	PA	501(C)(3)	2	TJU	false
POCONO HEALTH FOUNDATION
PO BOX 4000	ALLENTOWN	PA	181054000	232516451	FUNDRASING	PA	501(C)(3)	12A	LVHP	false
POCONO HS MED PROFESS LIAB SELF INS TRST
PO BOX 4000	ALLENTOWN	PA	181054000	206560453	INSURANCE	PA	501(C)(3)	12A	LVHP	false
POCONO VNA-HOSPICE
PO BOX 4000	ALLENTOWN	PA	181054000	232535297	HEALTH SVCS.	PA	501(C)(3)	10	LVHP	false
SCHUYLKILL HEALTH SYSTEM MED GROUP INC
PO BOX 4000	ALLENTOWN	PA	181054000	232866006	HEALTH SVCS.	PA	501(C)(3)	10	LVPG	false
STAT MEDICAL TRANSPORT INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	222443981	HEALTH SVCS.	NJ	501(C)(3)	10	JHC	false
SUTHBREIT PROPERTIES LTD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232214351	REAL ESTATE	PA	501(c)(2)		JEFFEX INC	false
THE MAGEE MEM'L HOSP FOR CONVALESCENTS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231476328	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false
THOMAS JEFFERSON UNIVERSITY
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	231352651	EDUCATION	PA	501(C)(3)	2	NA	false
THOMAS JEFFERSON UNIVERSITY HOSPITALS
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232829095	HEALTH SVCS.	PA	501(C)(3)	3	JHC	false

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (24 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt
1100 WALNUT ASSOC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232332396	MEDICAL OFFICE	PA	NA
CHP-LVHN JV LLC
1509 BANKS STREET	HOUSTON	TX	770066019	863918453	HOSPITAL OPS.	DE	NA
EASTERN PA ENDOSCOPY CTR
1501 N CEDAR CREST BLVD SUITE 100	ALLENTOWN	PA	181042309	842257961	HEALTH SVCS.	PA	NA
FAIRGROUNDS MEDICAL CENTER
400 N 17TH STREET SUITE 102	ALLENTOWN	PA	181045052	232530427	REAL ESTATE	PA	NA
HAZLETON SURGERY CENTER LLC
17480 DALLAS PARKWAY SUITE 210	DALLAS	TX	752877304	201232531	HEALTH SVCS.	PA	NA
JEFF UNIV RAD ASSOC
840 CRESCENT CTR DR	FRANKLIN	TN	37067	412043518	HEALTH SVCS.	PA	NA
JEFFHEDGE LLC
1301 2ND AVE	SEATTLE	WA	98101	453214379	INVESTMENTS	DE	NA
JEFF-SOLIS MAMMOgr SVCS LLC
11601 DALLAS parkway	ADDISON	TX	75001	824363232	HEALTH SVCS.	DE	NA
JUNIATA MED BLD
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232450132	MEDICAL OFFICE	PA	NA
KENNEDY CH SURG
11221 ROE AVE	LEAWOOD	KS	66211	472462625	SURGERY CENTER	NJ	NA
LEHIGH VALLEY IMAGING LLC
1247 S CEDAR CREST BLVD SUITE 105	ALLENTOWN	PA	181036202	464551937	HEALTH SVCS.	PA	NA
LVHN RECIPROCAL RISK RETENTION GROUP
151 MEETING STREET SUITE 301	CHARLESTON	SC	294012238	200037118	INSURANCE	PA	NA
MLJH LLC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	821445171	MEDICAL SERVICES	PA	NA
MONROE ENDOSCOPY CENTER LLC
1501 N CEDAR CREST BLVD SUITE 100	ALLENTOWN	PA	181042309	884118030	HEALTH SVCS.	PA	NA
NAZARETH ENDOSCOPY CENTER LLC
1501 N CEDAR CREST BLVD SUITE 110	ALLENTOWN	PA	181042309	824072967	HEALTH SVCS.	PA	NA
PGC ENDO CTR FOR EXC LLC
700 COTTMAN AVEnue	PHILADELPHIA	PA	19111	472638657	HEALTH SVCS.	PA	NA
POCONO AMBULATORY SURGERY CENTER LTD
1 STORM STREET	STROUDSBURG	PA	183602406	232611442	HEALTH SVCS.	PA	NA
POCONO HEALTH SYSTEM INV COLLAB LP
PO BOX 4000	ALLENTOWN	PA	181054000	472125419	INVESTMENTS	PA	NA
RIVERVIEW SURG CTR LLC
3 CRESCENT DR	PHILADELPHIA	PA	19112	263911509	HEALTH SVCS.	PA	NA
RIVERVIEW SURG CTR LP
3 CRESCENT DR	PHILADELPHIA	PA	19112	263910345	HEALTH SVCS.	PA	NA
ROTHMAN ORTHO SPEC HOSP
11221 ROE AVE	LEAWOOD	KS	66211	270260289	HEALTH SVCS.	PA	NA
SCHUYLKILL HEALTH SYSTEM MEDICAL MALL LP
PO BOX 4000	ALLENTOWN	PA	181054000	232514813	REAL ESTATE	PA	NA
TMB ENTERPRISE
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232400586	MEDICAL OFFICE	PA	NA
UHS-LVHN JV LLC
367 S GULPH ROAD	KING OF PRUSSIA	PA	194063121	871641782	HOSPITAL OPS.	PA	NA

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (27 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	EINEIN	Primary ActivitiesPrimaryActivitiesTxt	Legal Domicile StateLegalDomicileStateCd	Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt	Entity TypeEntityTypeTxt	Controlled OrganizationControlledOrganizationInd
925 WALNUT STREET CORP
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	841657497	REAL ESTATE	PA	NA	S CORP.	false
ATRIUM CORPORATION
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232075587	HEALTH SVCS.	PA	NA	C CORP.	false
CARBON SCHUYLKILL ENDOSCOPY CENTER INC
400 S NINTH STREET	LEHIGHTON	PA	182351812	731662391	HEALTH SVCS.	PA	NA	S CORP.	false
CMMC INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232256479	REAL ESTATE	PA	NA	C CORP.	false
EINSTEIN HEALTHCARE SYSTEMS INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232314938	INACTIVE	PA	NA	C CORP.	false
HEALTH CARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	200214524	HEALTH SVCS.	PA	NA	C CORP.	false
HEALTHMARK INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232259593	HEALTH SVCS.	PA	NA	C CORP.	false
JEFFCARE INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	232830152	HEALTH SVCS.	PA	NA	C CORP.	false
JEFFERSON HLTH NJ DIRECT PRIMARY CARE PC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	841980055	HEALTH SVCS.	NJ	NA	C CORP.	false
JEFFERSON PHYSICIAN SVCS OF CALIFORNIA
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	371856786	INACTIVE	CA	NA	C CORP.	false
KENNEDY ACCESS INCORPORATED
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	472661672	INVESTMENTS	NJ	NA	C CORP.	false
KENNEDY MANAGEMENT GROUP INC
1101 MARKET STREET SUITE 2004	PHILADELPHIA	PA	19107	223347294	MANAGEMENT	NJ	NA	C CORP.	false
LEHIGH VALLEY HEALTH SERVICES INC
PO BOX 4000	ALLENTOWN	PA	181054000	232263665	HEALTH SVCS.	PA	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

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

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	SCHEDULE R, PART V	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt