2026-05-14T12:20:53-04:00 2025-06-30 PwC US Tax LLP 2001 MARKET ST SUITE 1800 PHILADELPHIA PA 19103 990 2024-07-01 230469150 CHESTER COUNTY HOSPITAL % JOSHUA SNYDER CHES 6104315000 701 E MARSHALL STREET WEST CHESTER PA 19380 JULIA PUCHTLER CFO 6104315000 2026-05-12 true true ANTONIO C RUSSO P00858539 2673303000 2026-05-11 2024 2025-03-06 01:10:19Z KAREN M PINSKY 701 E MARSHALL STREET WEST CHESTER PA 19380 463359990 false X WWW.CCHOSP.COM X 1892 PA DEDICATED, COMMUNITY-BASED HOSPITAL MAINTAINING HIGH QUALITY STANDARDS IN PATIENT CARE. 12 10 3114 635 0 0 8585878 6508532 490156402 446222113 0 0 8687364 10629345 507429644 463359990 1779082 2025418 0 0 257378224 247710530 0 0 205782 294633277 243763693 553790583 493499641 -46360939 -30139651 530493742 503586307 565710505 561627481 -35216763 -58041174 X THE CHESTER COUNTY HOSPITAL IS A DEDICATED, COMMUNITY-BASED HOSPITAL COMMITTED TO HEALTH PROFESSIONAL EDUCATION AND THE PROVISION OF HIGH QUALITY PATIENT CARE, CONSISTENT WITH THE IDENTIFIABLE HEALTHCARE NEEDS OF THE CHESTER COUNTY AREA RESIDENTS. false false 475229894 2025418 456851458 THE CHESTER COUNTY HOSPITAL (CCH) IS PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS). IN KEEPING WITH ITS CHARITABLE PURPOSE, UPHS ACCEPTS PATIENTS IN SERIOUS NEED OF MEDICAL CARE REGARDLESS OF THEIR FINANCIAL STATUS. UPHS MAINTAINS RECORDS TO IDENTIFY AND MONITOR LEVELS OF CHARITY CARE PROVIDED, INCLUDING THE AMOUNT OF PAYMENT FORGONE, BASED ON ESTABLISHED RATES, FOR SERVICES AND SUPPLIES FURNISHED UNDER ITS CHARITY CARE POLICY. UPHS ALSO PROVIDES CARE TO PATIENTS WHO DO NOT HAVE HEALTH INSURANCE OR MEET THE CRITERIA TO QUALIFY FOR ITS CHARITY CARE POLICY, AND CERTAIN AMOUNTS CHARGED FOR SUCH SERVICES ARE DEEMED TO BE UNCOLLECTIBLE. IN FY2025, CHESTER COUNTY HOSPITAL PROVIDED $24.7 MILLION IN CHARITY AND UNDERFUNDED CARE FOR MEDICAID FAMILIES. CCH IS A DEDICATED, COMMUNITY-BASED HEALTH CARE ORGANIZATION WHICH ENJOYS INTEGRATED PROVIDER RELATIONSHIPS THAT FOSTER EXCELLENCE IN CLINICAL AND PERSONAL SERVICE. CCH SEEKS TO DEVELOP AND IMPLEMENT PROGRAMS AND SERVICES WHICH ENHANCE THE HEALTH STATUS OF THE COMMUNITY AND STRIVES TO EXCEED THE EXPECTATIONS OF THOSE IT SERVES, MAINTAIN STANDARDS OF THE HIGHEST QUALITY AND PROMOTE A REWARDING WORK ENVIRONMENT. CCH PROVIDES QUALITY MEDICAL HEALTHCARE REGARDLESS OF RACE, CREED, SEX, NATIONAL ORIGIN, HANDICAP, AGE, OR ABILITY TO PAY. ALTHOUGH REIMBURSEMENT FOR SERVICES RENDERED IS CRITICAL TO THE OPERATION AND STABILITY OF CCH, IT IS RECOGNIZED THAT NOT ALL INDIVIDUALS POSSESS THE ABILITY TO PURCHASE ESSENTIAL MEDICAL SERVICES AND FURTHER, THAT OUR MISSION IS TO SERVE THE COMMUNITY WITH RESPECT TO PROVIDING HEALTHCARE SERVICES AND HEALTHCARE EDUCATION. THEREFORE, IN KEEPING WITH ITS COMMITMENT TO SERVE ALL MEMBERS OF THE COMMUNITY, CCH PROVIDES: - FREE CARE AND/OR SUBSIDIZED CARE, - CARE PROVIDED TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT OR BELOW COST - HEALTH ACTIVITIES AND PROGRAMS TO SUPPORT THE COMMUNITY WILL BE CONSIDERED WHERE THE NEED AND/OR AN INDIVIDUAL'S INABILITY TO PAY COEXISTS. THESE ACTIVITIES INCLUDE WELLNESS PROGRAMS, COMMUNITY EDUCATION PROGRAMS, SPECIAL PROGRAMS FOR THE ELDERLY, HANDICAPPED, MEDICALLY UNDERSERVED, AND A VARIETY OF BROAD COMMUNITY SUPPORT ACTIVITIES. EMERGENCY CARE IS PROVIDED 24 HOURS A DAY AND IS ACCESSIBLE TO ALL REGARDLESS OF A PERSON'S ABILITY TO PAY. CCH SERVICES 17,465 INPATIENTS AND PROVIDED MORE THAN 523,000 UNITS OF OUTPATIENT SERVICES DURING THE FISCAL YEAR. UNITS OF OUTPATIENT SERVICES INCLUDE: PRE-NATAL CLINIC VISITS, LAB REGISTRATIONS, RADIOLOGY TESTS, PHYSICAL THERAPY TREATMENTS, EMERGENCY ROOM VISITS AND OTHER ANCILLARY SERVICES. ALSO OBSERVATION PATIENTS OF 2,865 WERE SERVED. CCH PROVIDES CARE TO PERSONS COVERED BY GOVERNMENTAL PROGRAMS AT BELOW COST. RECOGNIZING ITS MISSION TO THE COMMUNITY, SERVICES ARE PROVIDED TO BOTH MEDICARE AND MEDICAID PATIENTS. TO THE EXTENT REIMBURSEMENT IS BELOW COST, CCH RECOGNIZES THESE AMOUNTS AS CHARITY CARE IN MEETING IT'S MISSION TO THE ENTIRE COMMUNITY. CHARITY CARE IS ALSO PROVIDED THROUGH MANY REDUCED PRICE SERVICES AND FREE PROGRAMS OFFERED THROUGHOUT THE YEAR BASED UPON ACTIVITIES AND SERVICES WHICH CCH BELIEVES WILL SERVE A BONA FIDE COMMUNITY HEALTH NEED. THESE INCLUDE: - COMMUNITY HEALTH ACTIVITIES & PROGRAMS REACHING MANY MEMBERS OF THE COMMUNITY WITH A COST OF $1,498,000. - COST TO PROVIDE FREE CARE OF $8,121,000 (EXCLUDING BAD DEBTS). - VOLUNTEERS NUMBERED APPROX 477, WITH 35,891 HOURS OF SERVICE. COMMUNITY HEALTH IMPROVEMENT ACTIVITIES REACHED INCLUDE: - PROVIDING SCREENINGS, LABS AND RADIOLOGY TO UNDERSERVED POPULATIONS THROUGH PARTNERSHIPS WITH LOCAL FREE CLINICS - PROVIDING CHILDBIRTH EDUCATION CLASSES - PROVIDING PASTORAL CARE SERVICES TO PROVIDE SPIRITUAL SUPPORT DURING HOSPITAL STAYS - MAINTAINING CALL CENTER WITH UP TO DATE LISTING OF ALL HEALTH AND SOCIAL SERVICE AGENCIES SERVICING CHESTER COUNTY TO PROVIDE INFORMATION TO INDIVIDUALS - PROVIDING DIABETES EDUCATION IN HIGH RISK AREAS - PARTNERING WITH LOCAL UNIVERSITY TO PROVIDE EDUCATIONAL PROGRAMS BASED ON AN IDENTIFIED CHRONIC DISEASE ISSUE - PROVIDE FREE OR REDUCED COST CARE FOR PRENATAL PATIENTS WHO MEET CHARITY GUIDELINES THE PENN MEDICINE CARES GRANT CONTINUES TO EMPOWER COMMUNITY-BASED INITIATIVES LED BY EMPLOYEES AND MEDICAL STUDENTS BY AWARDING FUNDING ON A QUARTERLY BASIS. THESE GRANTS CAN BE USED TO PURCHASE SUPPLIES AND RESOURCES ESSENTIAL TO ADVANCING FAIR HEALTH OUTCOMES WITHIN THE COMMUNITY. SINCE ITS INCEPTION IN 2012, AND INCLUDING FY2025, THE PROGRAM HAS SUPPORTED OVER 1,264 PROJECTS, DISTRIBUTING MORE THAN $1.38 MILLION IN TOTAL FUNDING. WE EAGERLY ANTICIPATE THE INNOVATIVE APPROACHES THAT FACULTY, STAFF, AND STUDENTS AT PENN MEDICINE WILL CONTINUE TO DEVELOP TO ADDRESS COMMUNITY HEALTH NEEDS. THE FOLLOWING COMMUNITY-BASED PROJECTS WERE SUPPORTED BY CHESTER COUNTY HOSPITAL EMPLOYEES AND FUNDING FROM PENN MEDICINE WITHIN FY25: FOOD BASKETS FOR VETERANS IN COATESVILLE: LAST YEAR, THE LOCAL EAGLE SCOUT TROOP COORDINATED AND DONATED 60 FOOD BASKETS TO FAMILIES IN NEED IN COATESVILLE FOR THE HOLIDAYS. FUNDING THIS YEAR WILL ALLOW HER TO INCREASE THE NUMBER OF FOOD BASKETS TO 100. THIS YEAR'S TARGET POPULATION IS THE AREA'S VETERANS WHO ARE FACING FOOD INSECURITY. THE PLAN IS TO PARTNER AGAIN WITH THE BOY SCOUTS, WHILE HELPING TO ADDRESS IMMEDIATE NEEDS, STRENGTHEN COMMUNITY TIES, AND REFLECT PENN MEDICINE'S VALUES OF COMPASSION AND SERVICE. HEARTS AT HOME PLATE: CHESTER VALLEY LITTLE LEAGUE SERVES APPROXIMATELY 125 GIRLS, AGES 7-16. UNFORTUNATELY, THE LEAGUE WAS OPERATING WITHOUT AN AUTOMATED EXTERNAL DEFIBRILLATOR (AED) ON ITS SOFTBALL FIELD. FUNDING WILL GO TOWARD THE PURCHASE AND INSTALLATION OF AN AED. IMPROVING HEART HEALTH IN PARKESBURG: EPISCOPAL CHURCH OF ASCENSION IN PARKESBURG HOSTS ALCOHOLICS ANONYMOUS AND GIRL SCOUT TROOP MEETINGS AS WELL AS LIBRARY EVENTS. THE GRANT WILL GO TOWARD THE PURCHASE OF AN AUTOMATED EXTERNAL DEFIBRILLATOR (AED), WHICH WOULD HELP INTRODUCE THE CHURCH TO THE BROADER COMMUNITY AS A RESOURCE FOR SUPPORT AND INFORMATION REGARDING HEART-HEALTHY LIVING. THE PLAN IS ALSO TO PARTNER WITH THE KEYSTONE FIRE COMPANY AND ITS AMBULANCE/EMS STAFF FOR TRAINING. PENNSYLVANIA CENTER FOR ADAPTIVE SPORTS: THE PENNSYLVANIA CENTER FOR ADAPTIVE SPORTS IN CHESTER COUNTY SERVES THOSE WITH DISABILITIES OR VISUAL IMPAIRMENTS MAKING THEM ELIGIBLE FOR THE PARALYMPICS. PARTICIPATING PROVIDES MEMBERS WITH EXERCISE, A SENSE OF COMMUNITY, MENTAL WELL-BEING, AND IMPROVES SELF-ESTEEM. THE ULTIMATE GOAL IS FOR THE ATHLETES TO QUALIFY AND COMPETE IN NATIONAL COMPETITIONS. FUNDING WILL SUPPORT THE 15 SWIMMING ATHLETES OF THE GROUP IN COMPETITIONS, INCLUDING THE NATIONALS. HEALING BEYOND SURGERY: STUDIES HAVE SHOWN THAT 60 PERCENT OF SURGICAL SITE INFECTIONS (SSIS) ARE PREVENTABLE. RACIAL AND ETHNIC DISPARITIES IN SURGICAL COMPLICATIONS ARE WELL-DOCUMENTED, WITH NON-HISPANIC BLACK AND HISPANIC PATIENTS DISPROPORTIONATELY AFFECTED. INSURANCE STATUS ALSO PLAYS A ROLE: INDIVIDUALS WITH MEDICAID EXPERIENCE HIGHER RATES OF SSI FOLLOWING CESAREAN DELIVERY THAN THOSE WITH PRIVATE INSURANCE. FUNDING WILL HELP THE HEALTH EQUITY AND PEDIATRIC HOSPITALISTS AT CHESTER COUNTY HOSPITAL SUPPORT PATIENTS AT DISCHARGE BY PROVIDING TOOLS AND RESOURCES THAT EMPOWER THEM TO MONITOR AND CARE FOR THEIR SURGICAL SITES EFFECTIVELY. 475229894 true true false false false false false false false true true false false true true true false true false false false false false false false false true true true false true true false false false false false false false false false false false false false false false true true true false false true X 0 0 true 3114 true false false false false false true true false false false false false false false X 12 10 false false false false false false false true true false false true true true true true true true true true true PA X JOSHUA SNYDER 6104315612 701 E MARSHALL STREET WEST CHESTER PA 19380 KEVIN B MAHONEY EX-OFFICIO TRUSTEE 1.0 54.0 X 0 2954787 374377 KEITH KASPER TREASURER - THRU 7/24 1.0 54.0 X 0 2762775 237535 LORI GUSTAVE UPHS CEO DESIGNEE 1.0 3.0 X 0 968072 141407 MICHAEL J DUNCAN PRES,CEO& EX-OFFICIO THRU 7/24 54.0 1.0 X X 1020930 0 19048 JULIA W PUCHTLER TREASURER - AS OF 7/24 1.0 54.0 X 0 853431 90216 MICHAEL D BARBER MHA FORMER COO 0.0 55.0 X 696584 0 60072 MAUREEN R HEWITT MD TRUSTEE 1.0 1.0 X 0 548769 88547 MEHMET I GORAL MD PHYSICIAN PATHOLOGIST 55.0 0.0 X 461466 0 9129 JAMES I HEALD MD PHYSICIAN PATHOLOGIST 55.0 0.0 X 412734 0 18881 ANGELA COLADONATO RN MSN SVP NURSING 50.0 5.0 X 412106 0 18801 JOSHUA T SNYDER SVP,CFO,ASST TREAS 54.0 1.0 X 343873 0 29217 NICOLE WILLIAMS MD PHYSICIAN PATHOLOGIST 55.0 0.0 X 316465 0 26048 ROSSITZA A DRAGANOVA-TACHEVA MD PHYSICIAN PATHOLOGIST 55.0 0.0 X 303682 0 26893 SHANE FLICKINGER VP, OPERATIONS 54.0 1.0 X 294767 0 27459 QINGZHAO ZHANG MD PATHOLOGIST 55.0 0.0 X 279950 0 23812 KEVIN R O'BRIEN JD MLT FORMER SECRETARY & SVP DEV 0.0 0.0 X 269253 0 15837 ANDREW GORDON SR VP, STRTG OPR - THRU 4/25 54.0 1.0 X 235064 0 25867 EDWARD CALLAHAN SR VP, CHIEF HRO 53.0 2.0 X 220090 0 8601 RICHARD DONZE DO MPH FORMER SVP MED AFFAIRS 0.0 0.0 X 118803 0 3539 CHRISTINE P BENDINELLI EX-OFFICIO TRUSTEE 1.0 1.0 X 0 0 0 BARRY J BENTLEY PHD TRUSTEE 1.0 1.0 X 0 0 0 R LORRAINE BERNOTSKY TRUSTEE 1.0 1.0 X 0 0 0 TIMOTHY BOYEK MD TRUSTEE 1.0 1.0 X 0 0 0 EDWARD J BREINER TRUSTEE, CHAIRPERSON 1.0 1.0 X X 0 0 0 PATRICIA KNECHT PHD RN ANEF TRUSTEE 1.0 1.0 X 0 0 0 SANFORD T LIPSTEIN TRUSTEE 1.0 1.0 X 0 0 0 JOHN J MOLINELLI TRUSTEE 1.0 1.0 X 0 0 0 TIMMY T NELSON TRUSTEE 1.0 1.0 X 0 0 0 ALPA M VADHER MD TRUSTEE 1.0 1.0 X 0 0 0 BERT W O'MALLEY JR MD TRUSTEE 1.0 2.0 X 0 0 0 KAREN M PINSKY MD CEO - AS OF 2/25 1.0 1.0 X 0 0 0 DAVIS CLARK DO INTERIM CMO - AS OF 8/24 1.0 1.0 X 0 0 0 5385767 8087834 1245286 446 true true false HSC BUILDERS CONSTRUCTION MGRS 304 NEW MILL LN EXTON PA 19341 CONSTRUCTION SRVCS 7640813 OBHG PENNSYLVANIA PC 777 LOWNDES HILL RD BLDG 1 GREENVILLE SC 29607 MEDICAL SERVICES 1969925 SHOEMAKER CONSTRUCTION CO 110 WASHINGTON ST CONSHOHOCKEN PA 19428 CONSTRUCTION SRVCS 1321757 ARUP LABORATORIES 500 CHIPETA WAY SALT LAKE CITY UT 84108 MEDICAL SERVICES 1080494 SEAVEST CORE JENNERSVILLE LLC 101 W BIG BEAVER RD STE 200 TROY MI 48084 PROPERTY LEASE SRVCS 972940 37 5929022 579510 6508532 NET PATIENT SERVICE REVENUES 621110 446222113 446222113 446222113 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 PROFESSIONAL FEES INCOME 621400 854630 854630 THIRD PARTY SETTLEMENTS 621400 1085220 1085220 IET SUPPORT 621400 103 103 8689392 8689392 10629345 463359990 456851458 0 0 2025418 2025418 0 0 0 4919853 4651901 264749 3203 0 190254788 179892855 10238058 123875 9359660 8722010 634628 3022 28908912 27700049 1185309 23554 14267317 13467637 771091 28589 0 0 0 0 0 0 0 6875 6739 136 0 477692 446581 30774 337 230743 228821 1847 75 0 6394697 6201900 191980 817 204278 168192 36051 35 0 0 4363058 4188536 174522 0 0 0 2920278 2860640 59638 0 MEDICAL SUPPLIES 87528399 84997032 2525051 6316 PURCHASED SERVICES 59625503 59622476 2983 44 DRUG SUPPLIES 25902105 25902105 0 0 CORPORATE SERVICE EXPENSE 20456451 20047322 409129 0 35653614 34099680 1538019 15915 493499641 475229894 18063965 205782 3500 3500 8723288 9532788 0 0 27020069 8831700 0 0 0 0 0 0 6457114 8102059 9587014 5555601 700204005 323101806 387598372 377102199 57996442 62373294 0 0 0 0 0 0 33107943 32085166 530493742 503586307 15033483 14958295 0 0 359821 359821 48570324 48066720 0 0 0 0 0 0 0 0 501746877 498242645 565710505 561627481 X -57318123 -82922807 22101360 24881633 -35216763 -58041174 530493742 503586307 X -30139651 4550653 2764587 X false true X true false X 19397684 8776238 13860264 8585878 6508532 57128596 0 0 19397684 8776238 13860264 8585878 6508532 57128596 0 57128596 6534 6979 10418 0 0 23931 0 0 0 0 0 0 0 57152527 2240664572 0.99958 0.99948 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22244906 152852 3323780 0 1010794 0 24710744 21932261 115700 1155955 0 959010 0 22244906 21348477 67050 1285737 0 769003 0 21932261 24706841 105833 -2765036 0 699161 0 21348477 18642640 215541 6053527 0 204867 0 24706841 0.00000 1.00000 0.00000 true false 10894364 10894364 411999617 91113542 320886075 195939 195939 0 277114085 231792325 45321760 0 0 0 377102199 INT. IN NET ASSETS OF FND 9800456 OTHER ASSETS 22284710 32085166 0 ACCRUED MALPRACTICE & WORKERS' 1729495 EST. THIRD PARTY SETTLEMENTS 1010208 ACCRUED SALARIES AND TAXES 14015712 DUE TO/(FROM) AFFILIATES 161081271 OTHER LIABILITIES 319792750 THIRD PARTY RESERVES 613209 498242645 X SCHEDULE D, PART V, LINE 4 USE OF ENDOWMENT FUNDS ALL ENDOWMENT FUNDS ARE USED FOR A VARIETY OF PURPOSES IN FURTHERANCE OF THE ORGANIZATION'S TAX-EXEMPT PURPOSES. ------------------------------ SCHEDULE D, PART X DETAIL OF DUE TO/(FROM) AFFILIATES THE DUE TO/(FROM) AFFILIATES ACCOUNT INCLUDES AMOUNTS OWED TO/(FROM) THE UNIVERSITY OF PENNSYLVANIA, BASED UPON PENN'S CENTRAL TREASURY OFFICE MANAGING THE CASH BALANCES OF CERTAIN AFFILIATES. ------------------------------ SCHEDULE D, PART X, LINE 2 TEXT OF FIN 48 (ASC 740) FOOTNOTE THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE FIN 48 (ASC 740) FOOTNOTE BELOW DERIVES FROM THE CONSOLIDATED JUNE 30, 2025 FINANCIAL STATEMENTS OF THE UNIVERSITY: THE UNIVERSITY REGULARLY EVALUATES ITS TAX POSITION AND DOES NOT BELIEVE IT HAS ANY UNCERTAIN TAX POSITIONS THAT REQUIRE DISCLOSURE OR ADJUSTMENT TO THE CONSOLIDATED FINANCIAL STATEMENTS. true true X true X 300. true X true false true true 6495285 0 6495285 0.01320 49080146 30815012 18265134 0.03700 55575431 30815012 24760419 0.05020 2884545 722432 2162113 0.00440 2884545 722432 2162113 0.00440 58459976 31537444 26922532 0.05460 true 9615445 0 116306717 127118616 -10811899 X true true TURK'S HEAD SURGERY OUTPATIENT SURGERY FACILITY 0.72265 1 1 CHESTER COUNTY HOSPITAL 701 E MARSHALL STREET WEST CHESTER PA 19380 WWW.CCHOSP.COM LICENSE #290801 X X X X CHESTER COUNTY HOSPITAL 1 false false true X X X X X X X X X 24 true true true true X SEE SCHEDULE H, PART V, SECTION C X true 25 true SEE SCHEDULE H, PART V, SECTION C false true X 30. 30. X X X X true true X X X X true X SCH H, PART V, SECT C X SCH H, PART V, SECT C X SCH H, PART V, SECT C X X X X X X true X false X X X X true X false false PART V, SECTION B, LINES 5, 6A & 6B (INPUTssss FROM COMMUNITY; JOINT CHNA) THE HEALTH CARE IMPROVEMENT FOUNDATION ("HCIF") AND THE PHILADELPHIA ASSOCIATION OF COMMUNITY DEVELOPMENT CORPORATIONS ("PACDC") ASSISTED THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS") AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS WITH THE COMPLETION OF THEIR CHNA. HCIF AND PACDC DEVELOPED A COLLABORATIVE, COMMUNITY-ENGAGED APPROACH. THIS METHODOLOGY INVOLVED COLLECTING AND ANALYZING BOTH QUANTITATIVE AND QUALITATIVE DATA, WHILE INCORPORATING SECONDARY DATA SOURCES TO COMPREHENSIVELY ASSESS THE REGION'S HEALTH STATUS. THE ASSESSMENT RESULTED IN A LIST OF PRIORITY HEALTH NEEDS THAT WERE USED BY UPHS AND OTHER PARTICIPATING HOSPITALS AND HEALTH SYSTEMS TO DEVELOP THEIR IMPLEMENTATION PLANS. AMONG OTHERS, THE COLLABORATIVE CHNA INCLUDED THE FOLLOWING PARTNERING UPHS HOSPITAL AFFILIATES: - CHESTER COUNTY HOSPITAL ("CCH") - HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA - PENNSYLVANIA HOSPITAL OF UPHS - PENN PRESBYTERIAN MEDICAL CENTER OF UPHS FOR MORE INFORMATION, PLEASE SEE: https://www.pennmedicine.org/supporting-our-communities -------------------- PART V, SECTION B, LINE 7 & 10 (CHNA & IMP. PLAN PUBLIC AVAILABILITY) CCH IS INCLUDED IN A REGIONAL CHNA. A COPY OF THE ORGANIZATION'S CHNA REPORT AND COMMUNITY HEALTH IMPROVEMENT PLAN REPORT ("IMPLEMENTATION PLAN") CAN BE ACCESSED AT: https://www.pennmedicine.org/supporting-our-communities OUR CHNA AND IMPLEMENTATION PLAN ARE ALSO AVAILABLE TO THE PUBLIC UPON REQUEST. -------------------- PART V, SECTION B, LINE 9 (TAX YEAR THE MOST RECENT IMPLEMENTATION STRATEGY WAS ADOPTED) THE ORGANIZATION'S MOST RECENT IMPLEMENTATION PLAN WAS ADOPTED BY 11/15/2025, AS PERMITTED UNDER THE REGULATIONS. -------------------- PART V, SECTION B, LINE 11 (ADDRESSING THE NEEDS IDENTIFIED IN THE CHNA) CCH IS INCLUDED IN A REGIONAL CHNA. FOR A COMPLETE DESCRIPTION ON HOW THE ORGANIZATION IS ADDRESSING THE NEEDS IDENTIFIED IN THE MOST RECENTLY COMPLETED CHNA, SEE OUR RESPONSE TO FORM 990, SCHEDULE H, PART VI, LINE 2 (NEEDS ASSESSMENT), AS WELL AS THE FOLLOWING: https://www.pennmedicine.org/supporting-our-communities TO READ MORE WAYS PENN MEDICINE SERVES ITS COMMUNITY, PLEASE VISIT https://www.pennmedicine.org/news/community-impact -------------------- PART V, SECTION B, LINE 16 (FINANCIAL ASSISTANCE POLICY AVAILABILITY) A COPY OF THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/patient-resources/policies/financial-assistan ce ------------------ PART I, LINE 7 (BAD DEBT EXPENSE, COSTING METHODOLOGY USED) CONSISTENT WITH PRIOR YEAR, DUE TO THE ADOPTION OF ACCOUNTING PRONOUNCEMENT ASC 606, IMPLICIT PRICE CONCESSIONS ARE TREATED AS A CONTRA-REVENUE ITEM ON THE STATEMENT OF REVENUE. THE COSTING METHODOLOGY USED IN CALCULATING THE AMOUNTS REPORTED ON THE LINE 7 TABLE ARE BASED ON A COST TO CHARGE RATIO. THE COST TO CHARGE RATIO WAS DERIVED FROM WORKSHEET 2 OF THE FORM 990, SCHEDULE H INSTRUCTIONS. -------------------- PART II (DETAIL OF COMMUNITY BUILDING ACTIVITIES) DETAILS REGARDING THE VARIOUS COMMUNITY BUILDING ACTIVITIES CONDUCTED BY THE ORGANIZATION IS INCLUDED IN OUR RESPONSE TO FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. ----------------------- PART III, SECTION A, LINE 2 (IMPLICIT PRICE CONCESSIONS/BAD DEBT EXPENSE) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNTS REPORTED ON LINES 2 AND 3 ARE BASED ON ACTUAL CHARGES WRITTEN OFF (AMOUNTS THAT ARE DEEMED TO BE UNCOLLECTIBLE AND RECORDED AS IMPLICIT PRICE CONCESSIONS UNDER ACCOUNTING PRONOUNCEMENT ASC 606). -------------------- PART III, SECTION A, LINE 3 (IMPLICIT PRICE CONCESSIONS ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER THE ORGANIZATION'S FINANCIAL ASSISTANCE POLICY) THIS ORGANIZATION IS A PART OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("UPHS"). UPHS UTILIZES A THIRD-PARTY VENDOR TO POPULATE THE NUMBER OF INDIVIDUALS WITHIN EACH HOUSEHOLD AND THE MEAN HOUSEHOLD INCOME BASED ON THE ACCOUNT ADDRESS. UPHS ESTIMATES THE AMOUNT OF BAD DEBTS (IMPLICIT PRICE CONCESSIONS) ATTRIBUTABLE TO PATIENTS ELIGIBLE UNDER ITS FINANCIAL ASSISTANCE POLICY BASED UPON 300% OF THE FEDERAL POVERTY GUIDELINES. -------------------- PART III, SECTION A, LINE 4 (IMPLICIT PRICE CONCESSION FOOTNOTE) THE IMPLICIT PRICE CONCESSION (BAD DEBT EXPENSE) FOOTNOTE DISCLOSURE CAN BE FOUND ON PAGE 11 OF THE ELECTRONICALLY ATTACHED CONSOLIDATED FINANCIAL STATEMENTS FOR THE UNIVERSITY OF PENNSYLVANIA. -------------------- PART III, SECTION B, LINE 8 (COSTING METHODOLOGY, MEDICARE SHORTFALL) THE COSTING METHODOLOGY USED IN DETERMINING THE AMOUNT REPORTED ON LINE 6 IS BASED ON A COST TO CHARGE RATIO. CONSISTENT WITH THE CHARTIABLE HEALTHCARE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) AND THE COMMUNITY BENEFIT STANDARD SET FORTH IN IRS REVENUE RULING 69-545, UPHS PROVIDES CARE FOR ALL PATIENTS COVERED BY MEDICARE SEEKING MEDICAL CARE AT UPHS. SUCH CARE IS PROVIDED REGARDLESS OF WHETHER THE REIMBURSEMENT PROVIDED FOR SUCH SERVICES MEETS OR EXCEEDS THE COSTS INCURRED BY UPHS TO PROVIDE SUCH SERVICES. -------------------- PART III, LINE 9B (COLLECTING PRACTICES) THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM PROVIDES URGENT/EMERGENT MEDICAL SERVICES WITHOUT REGARD TO ABILITY TO PAY. WHEN IT HAS BEEN DETERMINED THAT A PATIENT IS NOT ELIGIBLE FOR COVERAGE BY EXTERNAL SOURCES OF FUNDING, FINANCIAL ASSISTANCE MAY BE AVAILABLE FOR BOTH THE UNINSURED AND UNDERINSURED, THE INDIGENT, HARDSHIP AND MEDICALLY INDIGENT AND MAY BE APPROVED AS EITHER FULL OR PARTIAL FREE CARE. PATIENTS WHO DO NOT COOPERATE WITH THE FINANCIAL COUNSELING PROCESS OR WHOSE APPLICATION FOR FINANCIAL ASSISTANCE IS DENIED BY THE HEALTH SYSTEM MAY BE PURSUED BY COLLECTION EFFORTS, INCLUDING REFERRAL TO AN OUTSIDE COLLECTION AGENCY OR ATTORNEY AS DETERMINED BY OUR PATIENT ACCOUNTING DEPARTMENT. -------------------- PART VI, LINE 2 (NEEDS ASSESSMENT) PENN MEDICINE IS ONE OF THE WORLD'S LEADING ACADEMIC MEDICAL CENTERS, DEDICATED TO THE RELATED MISSIONS OF MEDICAL EDUCATION, BIOMEDICAL RESEARCH, AND EXCELLENCE IN PATIENT CARE. PENN MEDICINE CONSISTS OF THE RAYMOND AND RUTH PERELMAN SCHOOL OF MEDICINE AT THE UNIVERSITY OF PENNSYLVANIA, FOUNDED IN 1765 AS THE NATION'S FIRST MEDICAL SCHOOL, AND THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM (UPHS) COMPRISED OF THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA (HUP), PENN PRESBYTERIAN MEDICAL CENTER (PPMC), PENNSYLVANIA HOSPITAL (PAH), PRINCETON HEALTH (PH), CHESTER COUNTY HOSPITAL (CCH), AND LANCASTER GENERAL HEALTH (LGH). DOYLESTOWN HEALTH ALSO BECAME PART OF UPHS AS OF APRIL 1, 2025. EVIDENT BY $425.8 MILLION IN CHARITY AND UNDERFUNDED MEDICAID CARE PROVIDED TO FAMILIES, THE PERELMAN SCHOOL OF MEDICINE AND UPHS ARE COMMITTED TO IMPROVING LIVES AND HEALTH THROUGH CLINICAL CARE, RESEARCH, MEDICAL EDUCATION, AND COMMUNITY SERVICE. PENN MEDICINE HAS INVESTED AND SUSTAINED INSTITUTION-WIDE, COMPREHENSIVE PROGRAMS THAT ANCHOR OUR CHARGE IN COMMUNITY HEALTH. THESE PROGRAMS ARE EVIDENCE OF PENN MEDICINE INTEGRATING COMMUNITY HEALTH NEEDS ASSESSMENT (CHNA) PRIORITIES TO GUIDE STRATEGY, OPERATIONS, AND INVESTMENTS: - THE CENTER FOR HEALTH EQUITY ADVANCEMENT (CHEA) AT PENN MEDICINE COLLABORATES CLOSELY WITH A NETWORK OF HEALTHCARE LEADERS, CLINICAL TEAMS, COMMUNITY PARTNERS, AND RESEARCH FELLOWS TO TRANSFORM SCIENTIFIC RESEARCH INTO PRACTICAL, IMPACTFUL STRATEGIES. THROUGH FOCUSED EFFORTS IN RESEARCH AND EVALUATION, CARE TRANSFORMATION, EDUCATION AND TRAINING, WORKFORCE DEVELOPMENT, AND COMMUNITY ENGAGEMENT, CHEA IS DEDICATED TO ENHANCING CARE DELIVERY, FOSTERING MEANINGFUL CONNECTIONS WITH THOSE LIVING NEAR OUR HOSPITALS, AND INSPIRING THE NEXT GENERATION OF SCIENTISTS AND HEALTHCARE PROVIDERS. - THE CENTER FOR HEALTH JUSTICE (CHJ) WORKS TO ADVANCE HEALTH THROUGH SUPPORT PROVIDED TO COMMUNITIES HARMED BY STRUCTURAL INEQUITY. ITS TWO MAIN GROUPS-URBAN HEALTH LAB AND HEALTH JUSTICE TRANSFORMATION-LEAD RESEARCH, COMMUNITY ACTION, AND HEALTH SYSTEM REFORM. CHJ COLLABORATES ACROSS PENN MEDICINE AND THE UNIVERSITY OF PENNSYLVANIA TO GUIDE STRATEGY AND BUILD INFRASTRUCTURE FOR LASTING CHANGE. THROUGH ITS HEALTH JUSTICE TRANSFORMATION PORTFOLIO, CHJ PARTNERS WITH STAFF AND LEADERS TO EMBED TRANSFORMATIVE COMMUNITY SUPPORT INTO HEALTH SYSTEM OPERATIONS AND POLICY. - THE PENN CENTER FOR COMMUNITY HEALTH WORKERS WORKS TO ADVANCE HEALTH EQUITY AND IMPROVE HEALTH OUTCOMES. SINCE ITS CREATION, THE CENTER HAS SUPPORTED CLOSE TO 25,000 PEOPLE IN OUR REGION BY LEVERAGING THE COMPASSION AND RESOURCEFULNESS OF COMMUNITY HEALTH WORKERS TO PROVIDE TRUSTED, PERSON-CENTERED SUPPORT. COMMUNITY HEALTH WORKERS PARTNER WITH PATIENTS TO ADDRESS VARIOUS ASPECTS OF THEIR LIVES THAT IMPACT HEALTH-FROM NAVIGATING THE HEALTH SYSTEM TO TACKLING UNDERLYING SOCIAL BARRIERS, SUCH AS UNSTABLE HOUSING, SOCIAL ISOLATION, AND UNEMPLOYMENT. - THE PENN MEDICINE WHARTON FUND FOR HEALTH IS IN PARTNERSHIP WITH THE SOCIAL IMPACT INITIATIVE AT THE UNIVERSITY OF PENNSYLVANIA'S WHARTON SCHOOL, AND WORKS TO IMPROVE THE SOCIAL DETERMINANTS OF HEALTH FOR PHILADELPHIANS. INITIALLY COMMITTING $5 MILLION OVER THREE YEARS, THIS INITIATIVE INVESTS IN INNOVATIVE, FORWARD-THINKING VENTURES CREATING MEANINGFUL IMPROVEMENTS IN OUR CITY'S HEALTH WHILE FOSTERING SUSTAINABLE AND PROFITABLE COMPANIES THAT GENERATE JOBS AND ECONOMIC OPPORTUNITIES FOR MORE RESIDENTS. BUILDING ON THE SUCCESS OF THE INITIAL STARTUPS AND THEIR POSITIVE EFFECT ON HEALTH INEQUITIES, INVESTMENT IN FUND FOR HEALTH WILL CONTINUE. - THE PENN MEDICINE CARES GRANT WILL CONTINUE TO EMPOWER COMMUNITY-BASED INITIATIVES LED BY EMPLOYEES AND MEDICAL STUDENTS BY AWARDING FUNDING ON A QUARTERLY BASIS. THESE GRANTS CAN BE USED TO PURCHASE SUPPLIES AND RESOURCES ESSENTIAL TO ADVANCING FAIR HEALTH OUTCOMES WITHIN THE COMMUNITY. SINCE ITS INCEPTION IN 2012, AND INCLUDING FY 2025, THE PROGRAM HAS SUPPORTED OVER 1,264 PROJECTS, DISTRIBUTING MORE THAN $1.38 MILLION IN TOTAL FUNDING. WE EAGERLY ANTICIPATE THE INNOVATIVE APPROACHES THAT FACULTY, STAFF, AND STUDENTS AT PENN MEDICINE WILL CONTINUE TO DEVELOP TO ADDRESS COMMUNITY HEALTH NEEDS. COMMUNITY HEALTH NEEDS ASSESSMENT AND IMPLEMENTATION IN PHILADELPHIA DEVELOPED BY A COALITION OF AREA HOSPITALS WITH AN AMPLIFIED COMMUNITY VOICE TO GUIDE, THE COMMUNITY HEALTH NEEDS ASSESSMENT FOR PHILADELPHIA AND THE SURROUNDING COUNTIES IN PENNSYLVANIA WAS COMPLETED IN 2025. THE FOLLOWING NEEDS WERE NAMED AS PRIORITY: TRUST AND COMMUNICATION DISCRIMINATION IN HEALTH CARE CHRONIC DISEASE PREVENTION AND MANAGEMENT ACCESS TO CARE (PRIMARY AND SPECIALTY) HEALTHCARE AND HEALTH RESOURCES NAVIGATION MENTAL HEALTH ACCESS SUBSTANCE USE AND RELATED DISORDERS HEALTHY AGING CULTURALLY AND LINGUISTICALLY APPROPRIATE SERVICES FOOD ACCESS HOUSING INSECURITY NEIGHBORHOOD CONDITIONS YOUTH PRIORITIES: YOUTH MENTAL HEALTH LACK OF RESOURCES/KNOWLEDGE OF RESOURCES SUBSTANCE USE AND RELATED DISORDERS BULLYING GUN VIOLENCE ACCESS TO PHYSICAL ACTIVITY ACTIVITIES FOR YOUTH ACCESS TO GOOD SCHOOLS IN RESPONSE TO THE PRIORITIZED NEEDS OF OUR COMMUNITY, LISTED ABOVE, PENN MEDICINE'S PHILADELPHIA-BASED HOSPITALS, HUP, PPMC, AND PAH, HAVE DEVELOPED NUMEROUS PROGRAMS IN NEIGHBORHOODS NEAR OUR HOSPITALS. FOLLOWING PLEASE FIND A LIST OF PROGRAMS PENN MEDICINE INVESTS IN AND MAINTAINS WITH AN AIM TO IMPROVE COMMUNITY HEALTH IN THE RESPECTIVE CHNA NEED AREAS; THE FOLLOWING REPRESENTS A SELECTION OF KEY INITIATIVES AND IS NOT AN EXHAUSTIVE LIST: BUILDING TRUST AND IMPROVING COMMUNICATION TRUST AND CLEAR COMMUNICATION ARE ESSENTIAL TO STRONG PATIENT-PROVIDER RELATIONSHIPS. BREAKDOWNS IN COMMUNICATION CAN ERODE TRUST AND LEAD TO DISENGAGEMENT AND POORER HEALTH OUTCOMES. TO ADDRESS THIS, PENN MEDICINE EMPHASIZES PROACTIVE STORYTELLING AND OUTWARD-FACING COMMUNICATION THROUGH THE FOLLOWING INITIATIVES: PENN MEDICINE USES ITS COMMUNITY EVENTS CALENDAR TO PROMOTE SUPPORT GROUPS, CLASSES, PROFESSIONAL DEVELOPMENT, AND HEALTH PROGRAMS - THUS IMPROVING CONNECTEDNESS BETWEEN AREA RESIDENTS AND OUR PHILADELPHIA HOSPITALS. THE COMMUNITY RELATIONS TEAM FACILITATES VOLUNTEER REQUESTS TO BRING EMPLOYEE EXPERTS AND HEALTH SYSTEM SERVICES DIRECTLY INTO NEIGHBORHOODS. ADDITIONALLY, THERE ARE A BREADTH OF EMPLOYEES AND DEPARTMENTS ACROSS THE HEALTH SYSTEM WORKING WITHIN OUR COMMUNITY IN THEIR OWN AREA OF EXPERTISE. TO REDUCE PATIENT FRUSTRATION AND IMPROVE UNDERSTANDING FOR PATIENTS IN PAH'S EMERGENCY DEPARTMENT WAITING ROOM, ANIMATED VIDEOS WERE CREATED AND EXPLAIN THE EMERGENCY DEPARTMENT PROCESSES-SUCH AS TRIAGE, CONDUCT EXPECTATIONS, AND WHAT TO ANTICIPATE DURING A VISIT. THE VIDEOS PLAY AS PATIENTS ENTER AND WAIT AND ARE AVAILABLE IN ENGLISH AND SPANISH FOR ACCESSIBILITY. DEVELOPED WITH INPUT FROM PENN MEDICINE'S COMMUNITY ADVISORY BOARDS AND PATIENT FAMILY ADVISORY COUNCILS, THE VIDEOS ENSURE CONTENT REFLECTS COMMUNITY NEEDS, STRENGTHENS TRUST, AND ENHANCES THE OVERALL EMERGENCY CARE EXPERIENCE. THE PENN MEDICINE LISTENING LAB ELEVATES THE LIVED EXPERIENCES OF PATIENTS, CAREGIVERS, STAFF, AND PROVIDERS TO STRENGTHEN A UNIFIED CULTURE OF CAREGIVING. THROUGH A FACILITATED, HIPAA-COMPLIANT PROCESS, STORIES ARE RECORDED, COLLABORATIVELY EDITED, AND SHARED WITH THE STORYTELLER'S CONSENT. THESE NARRATIVES ARE USED ACROSS THE HEALTH SYSTEM-IN EMPLOYEE ORIENTATION, MEDICAL AND NURSING EDUCATION, PATIENT AND FAMILY ADVISORY COMMITTEE COLLABORATIONS, LEADERSHIP MEETINGS, STAFF HUDDLES, INTERNAL COMMUNICATIONS, AND CLINICAL-ROOM SCREENSAVERS. FOR MANY STORYTELLERS, THE PROCESS IS ALSO VALIDATING, COMFORTING, AND HEALING. IN 2024, PENN MEDICINE INTRODUCED A PATIENT QUALITY AND SAFETY WEBSITE AND DASHBOARD OFFERING TRANSPARENT, REGULARLY UPDATED DATA ON MEASURES SUCH AS PREVENTIVE CARE, INFECTIONS, MORTALITY, AND HOME HEALTH OUTCOMES. WHERE POSSIBLE, RESULTS ARE COMPARED WITH STATE AND NATIONAL BENCHMARKS TO SUPPORT INFORMED DECISION-MAKING. CLEAR NARRATIVES AND SELECT EXPLAINER VIDEOS HELP MAKE THE DATA MORE ACCESSIBLE AND HIGHLIGHT PENN MEDICINE'S QUALITY AND SAFETY STRATEGIES, PATIENT EXPERIENCE INSIGHTS, AND COMMUNITY HEALTH GOALS. THE CENTERS FOR MEDICARE AND MEDICAID SERVICE REQUIRES HOSPITALS TO POST MACHINE-READABLE LISTS OF STANDARD CHARGES, UPDATED ANNUALLY. PENN MEDICINE'S "TRANSPARENCY IN PRICING" WEBPAGE ALLOWS PATIENTS TO ACCESS THESE CHARGEMASTER DETAILS, VIEW NEGOTIATED PRICE LISTS, AND REQUEST COST ESTIMATES THROUGH MYCHART OR BY PHONE. ELIMINATING DISCRIMINATION IN HEALTH CARE THE FOLLOWING PENN MEDICINE PROGRAMS ADDRESS THE DISCRIMINATION IN HEALTH CARE PRIORITY: THE ONCOLINK TEAM IN RADIATION ONCOLOGY HAS PROVIDED TRAUMA-INFORMED CARE TRAINING TO 804 MULTIDISCIPLINARY CARE TEAM MEMBERS ACROSS UPHS' PHILADELPHIA HOSPITALS. THROUGH INTERACTIVE CASE DISCUSSIONS AND EXPERIENTIAL LEARNING, PARTICIPANTS BUILD UNDERSTANDING OF TRAUMA, ADVERSE CHILDHOOD EXPERIENCES (ACES), TRAUMA RESPONSES, AND SENSITIVE PRACTICE TECHNIQUES. PRE- AND POST-TRAINING SURVEYS MEASUR PART VI, LINE 3 (PATIENT EDUCATION OF ELIGBILITY FOR ASSISTANCE) UPHS IS COMMITTED TO CARING FOR ALL PATIENTS EQUITABLY, WITH DIGNITY, RESPECT AND COMPASSION WITHOUT REGARD TO AGE, RACE, COLOR, NATIONAL ORIGIN (INCLUDING LIMITED ENGLISH PROFICIENCY), ETHNICITY, RELIGION, CREED, SEX, PHYSICAL OR MENTAL DISABILITY, MARITAL STATUS OR SEXUAL PREFERENCE, ANCESTRY, SEXUAL ORIENTATION, GENETIC INFORMATION, CULTURE, SOCIOECONOMIC STATUS, DOMESTIC OR SEXUAL VIOLENCE VICTIM STATUS, SOURCE OF INCOME, SOURCE OF PAYMENT, OR VETERAN STATUS. AS PART OF THIS COMMITMENT, UPHS OFFERS FINANCIAL COUNSELING AND ASSISTANCE PROGRAMS TO UNINSURED AND UNDERINSURED PATIENTS TO ASSIST THOSE WHO CANNOT PAY FOR ALL OR PART OF THEIR CARE. PATIENTS WILL BE CONSIDERED FOR FINANCIAL ASSISTANCE ON AN INDIVIDUAL BASIS, TAKING INTO CONSIDERATION TOTAL HOUSEHOLD INCOME AND OTHER RESOURCES. UPHS WILL ALSO CONSIDER OTHER FACTORS IN THE PATIENT/FAMILY FINANCIAL SITUATION, SHOULD THERE BE OTHER CRITICAL EXPENSES, NOT RELATED TO THE PATIENT'S MEDICAL CARE, THAT MAKE PAYMENT OF THE FINANCIAL OBLIGATION IMPOSSIBLE, SUCH AS CARING FOR A DISABLED FAMILY MEMBER. UPHS INFORMS AND EDUCATES PATIENTS AND PERSONS WHO MAY BE BILLED FOR PATIENT CARE ABOUT THEIR ELIGIBILITY FOR ASSISTANCE UNDER FEDERAL, STATE, OR LOCAL GOVERNMENT PROGRAMS OR UNDER UPHS'S CHARITY CARE POLICY. PATIENTS ARE INFORMED OF THE AVAILABILITY OF CHARITY CARE IN VARIOUS WAYS (E.G. AT POINT OF REGISTRATION, ON POSTERS THROUGHOUT HOSPITAL, IN PRACTICES, FINANCIAL COUNSELOR INTERVIEW AND WEBSITE). A COPY OF OUR FINANCIAL ASSISTANCE POLICY, APPLICATION AND PLAIN LANGUAGE SUMMARY CAN BE ACCESSED AT: https://www.pennmedicine.org/patient-resources/policies/financial-assistan ce -------------------- PART VI, LINE 4 (COMMUNITY INFORMATION) CHESTER COUNTY HOSPITAL WORKS TO SUPPORT ITS COMMUNITY THROUGH INTERNAL PROGRAMS, AS WELL AS THROUGH PARTNERSHIPS WITH OTHER HEALTHCARE ORGANIZATIONS IN THE COUNTY. CHESTER COUNTY HOSPITAL OPERATES MULTIPLE SITES THROUGHOUT THE COUNTY TO HELP PROVIDE EASE OF ACCESS TO QUALITY HEALTHCARE. CHESTER COUNTY HOSPITAL ALSO ENCOURAGES COMMUNITY INVOLVEMENT AND VOLUNTEERISM BY ITS EMPLOYEES TO IMPROVE THE OVERALL WELLBEING OF THE COMMUNITY. AWARE OF THE BARRIERS TO HEALTH CARE FACED BY OUR COMMUNITIES, WE USE OUR RESOURCES TO IMPROVE THE HEALTH AND WELLNESS AMONG THE UNDERSERVED. OUR MORAL IMPERATIVE IS TO LOOK, LISTEN, AND ACT IN WAYS THAT WILL MAKE A DIFFERENCE. IN COLLABORATION WITH OUR PHYSICIANS, NURSES, STUDENTS, AND COMMUNITY PARTNERS, WE TAKE ACTION TO ENHANCE THE WELL-BEING OF THE NEIGHBORHOODS WE ALL SHARE. -------------------- PART VI, LINE 5 (INFORMATION REGARDING PROMOTION OF COMMUNITY HEALTH) DETAILS REGARDING THE VARIOUS COMMUNITY OUTREACH ACTIVITIES CONDUCTED BY THIS ORGANIZATION DESIGNED TO PROMOTE COMMUNITY HEALTH IS INCLUDED IN OUR RESPONSE TO SCHEDULE H, PART VI, LINE 2, AS WELL AS IN FORM 990, PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS. -------------------- PART VI, LINE 6 (AFFILIATED HEALTHCARE SYSTEM INFORMATION) THIS ORGANIZATION IS AN AFFILIATE OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM. THE MISSION OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM IS EXCELLENCE IN EDUCATION, RESEARCH, AND CLINICAL CARE. WE STRIVE TO ACHIEVE THESE GOALS BY HAVING THE BEST PEOPLE IN MEDICAL EDUCATION, HEALTH-RELATED RESEARCH, AND PATIENT CARE; MAKING USE OF KNOWLEDGE GAINED FROM NEARLY TWO AND A HALF CENTURIES OF LEARNING AND DISCOVERY AS PART OF A WORLD-CLASS UNIVERSITY; DELIVERING HIGH-QUALITY MEDICINE TO PATIENTS ACROSS A FULLY-INTEGRATED ACADEMIC HEALTH SYSTEM; AND FULFILLING A COMMITMENT TO IMPROVE THE HEALTH OF PEOPLE IN THE COMMUNITIES SERVED BY THE HEALTH SYSTEM AND AROUND THE WORLD. AS PART OF AN AFFILIATED HEALTHCARE SYSTEM, THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM CONSISTS OF CERTAIN OPERATING DIVISIONS OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (THE "UNIVERSITY") AND AFFILIATED ENTITIES, INCLUDING: - THE CHESTER COUNTY HOSPITAL ("CCH"), INCLUDES A 245 BED COMPLEX IN WEST CHESTER, PENNSYLVANIA, AND SATELLITE LOCATIONS IN EXTON, WEST GOSHEN, NEW GARDEN, JENNERSVILLE, AND KENNETT SQUARE, PENNSYLVANIA; - THE HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA ("HUP"), A 727 LICENSED BED QUATERNARY CARE HOSPITAL AND ACADEMIC MEDICAL CENTER LOCATED ON THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENN PRESBYTERIAN MEDICAL CENTER OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PRESBYTERIAN"), A 317 LICENSED BED ACUTE CARE HOSPITAL LOCATED ADJACENT TO THE CAMPUS OF THE UNIVERSITY IN THE WEST PHILADELPHIA AREA OF PHILADELPHIA, PENNSYLVANIA; - PENNSYLVANIA HOSPITAL OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("PENNSYLVANIA HOSPITAL"), A 550 LICENSED BED ACUTE CARE HOSPITAL LOCATED IN THE CENTER CITY AREA OF PHILADELPHIA, PENNSYLVANIA; - THE CLINICAL PRACTICES OF THE UNIVERSITY OF PENNSYLVANIA ("CPUP"), THE APPROVED FACULTY PRACTICE PLAN FOR THE CLINICAL PRACTICES OF MEMBERS OF THE MEDICAL FACULTY OF THE UNIVERSITY'S PERELMAN SCHOOL OF MEDICINE; - CLINICAL CARE ASSOCIATES OF THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("CCA"), A PRIMARY CARE PHYSICIAN NETWORK THAT INCLUDES LOCATIONS IN SOUTHEASTERN PENNSYLVANIA AND SOUTHERN NEW JERSEY THROUGH ITS NEW JERSEY AFFILIATE; - LANCASTER GENERAL HEALTH ("LGH") AND ITS AFFILIATES. LGH OPERATES THREE HOSPITALS IN SOUTH CENTRAL PENNSYLVANIA, INCLUDING LANCASTER GENERAL HOSPITAL, A 533-BED GENERAL ACUTE CARE HOSPITAL, WOMEN & BABIES HOSPITAL, A 98-BED FACILITY SPECIALIZING IN WOMEN'S HEALTH AND MATERNITY SERVICES, AND LANCASTER REHABILITATION HOSPITAL, A 59-BED REHABILITATION HOSPITAL, AS WELL AS 14 OUTPATIENT CENTERS, THREE URGENT CARE SITES, AND A PHYSICIAN PRACTICE NETWORK WITH NEARLY 200 PRIMARY CARE AND SPECIALTY PRACTICES AT 40 PRACTICE SITES; - WISSAHICKON HOSPICE, A HOSPICE CARE FACILITY SERVING THE TERMINALLY ILL, LOCATED IN BALA CYNWYD, PENNSYLVANIA; AND - PRINCETON HEALTHCARE SYSTEM ("PRINCETON") AND ITS AFFILIATES. PRINCETON INCLUDES A COMPREHENSIVE HEALTHCARE PROVIDER LOCATED IN CENTRAL NEW JERSEY THAT PRINCIPALLY INCLUDES THE MEDICAL CENTER OF PRINCETON, A GENERAL ACUTE CARE HOSPITAL FACILITY IN PLAINSBORO, NJ, WITH 319 INPATIENT BEDS (PLUS 24 NEWBORN BASSINETS), AND PRINCETON HOUSE BEHAVIORAL HEALTH, WHICH INCLUDES A 110 BED INPATIENT FACILITY IN PRINCETON, NJ, AS WELL AS FOUR ADDITIONAL OUTPATIENT LOCATIONS. PRINCETON INCLUDES APPROXIMATELY 1,200 PHYSICIANS ON STAFF AND EMPLOYS APPROXIMATELY 3,200 PEOPLE. - PENN MEDICINE DOYLESTOWN HEALTH - ON APRIL 1, 2025, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA AND DOYLESTOWN HEALTH ENTERED INTO AN AFFILIATION AGREEMENT WITH DOYLESTOWN HEALTH FOUNDATION (THE "FOUNDATION"), DOYLESTOWN HOSPITAL (THE "HOSPITAL"), AND DOYLESTOWN HEALTH PHYSICIANS ("DH PHYSICIANS TOGETHER WITH THE FOUNDATION AND THE HOSPITAL, "DOYLESTOWN HEALTH"), PURSUANT TO WHICH DOYLESTOWN BECAME A CLINICAL COMPONENT OF PENN MEDICINE THROUGH A MEMBERSHIP SUBSTITUTION IN WHICH THE UNIVERSITY BECAME THE SOLE MEMBER OF THE HOSPITAL, AND THE HOSPITAL BECAME THE SOLE MEMBER OF THE FOUNDATION AND DH PHYSICIANS. -------------------- PART VI, LINE 7 (STATE FILING OF COMMUNITY BENEFIT REPORT) N/A true CHESTER COUNTY HEALTH DEPARTMENT 601 WESTTOWN ROAD SUITE 295 WEST CHESTER PA 19380 236003040 GOV'T 46585 SUPPORT CHESTER COUNTY DEPARTMENT OF HUMAN SERVICES 1200 ATWATER DRIVE SUITE 180 MALVERN PA 19355 030356770 GOV'T 339300 SUPPORT CHESTER COUNTY HOSPITAL FOUNDATION 701 E MARSHALL STREET WEST CHESTER PA 19380 232267407 501(C)(3) 1639533 SUPPORT 2 0 FORM 990, SCHEDULE I, PART I, LINE 2 DETAIL OF GRANTS AND OTHER ASSISTANCE THE CHESTER COUNTY HOSPITAL PROVIDES ASSISTANCE TO THE CHESTER COUNTY HOSPITAL FOUNDATION AND OTHER AREA ORGANIZATIONS BASED ON ESTABLISHED CRITERIA. THIS ENSURES THAT ALL DISBURSED FUNDS ARE USED FOR SPECIFIC AGREED UPON PURPOSES AND IN FURTHERANCE OF CHARITABLE PURPOSES. true true false false false false false true false JOSHUA T SNYDER SVP,CFO,ASST TREAS 282265 0 61315 0 293 0 0 0 29217 0 373090 0 0 0 KEITH KASPER TREASURER - THRU 7/24 0 1004092 0 1531258 0 227425 0 218400 0 19135 0 3000310 0 189584 LORI GUSTAVE UPHS CEO DESIGNEE 0 556031 0 260999 0 151042 0 111300 0 30107 0 1109479 0 85890 MAUREEN R HEWITT MD TRUSTEE 0 545136 0 0 0 3633 0 50500 0 38047 0 637316 0 0 MICHAEL J DUNCAN PRES,CEO& EX-OFFICIO THRU 7/24 785974 0 88683 0 146273 0 0 0 19048 0 1039978 0 112470 0 SHANE FLICKINGER VP, OPERATIONS 246074 0 48478 0 215 0 0 0 27459 0 322226 0 0 0 ANGELA COLADONATO RN MSN SVP NURSING 334872 0 72814 0 4420 0 0 0 18801 0 430907 0 0 0 EDWARD CALLAHAN SR VP, CHIEF HRO 191134 0 28801 0 155 0 0 0 8601 0 228691 0 0 0 RICHARD DONZE DO MPH FORMER SVP MED AFFAIRS 72108 0 44335 0 2360 0 0 0 3539 0 122342 0 0 0 KEVIN B MAHONEY EX-OFFICIO TRUSTEE 0 1880100 0 1029800 0 44887 0 352800 0 21577 0 3329164 0 0 JAMES I HEALD MD PHYSICIAN PATHOLOGIST 408859 0 0 0 3875 0 0 0 18881 0 431615 0 0 0 NICOLE WILLIAMS MD PHYSICIAN PATHOLOGIST 315975 0 0 0 490 0 0 0 26048 0 342513 0 0 0 MEHMET I GORAL MD PHYSICIAN PATHOLOGIST 458211 0 0 0 3255 0 0 0 9129 0 470595 0 0 0 QINGZHAO ZHANG MD PATHOLOGIST 279526 0 0 0 424 0 0 0 23812 0 303762 0 0 0 ROSSITZA A DRAGANOVA-TACHEVA MD PHYSICIAN PATHOLOGIST 302930 0 0 0 752 0 0 0 26893 0 330575 0 0 0 MICHAEL D BARBER MHA FORMER COO 528360 0 141414 0 26810 0 50960 0 9112 0 756656 0 0 0 ANDREW GORDON SR VP, STRTG OPR - THRU 4/25 201105 0 33158 0 801 0 0 0 25867 0 260931 0 0 0 KEVIN R O'BRIEN JD MLT FORMER SECRETARY & SVP DEV 238634 0 30619 0 0 0 0 0 15837 0 285090 0 0 0 JULIA W PUCHTLER TREASURER - AS OF 7/24 0 579435 0 183820 0 90176 0 70700 0 19516 0 943647 0 66211 FORM 990, SCHEDULE J, PART I, LINE 3 TOP MANAGEMENT COMPENSATION AS PROVIDED IN THE FORM 990, SCHEDULE J INSTRUCTIONS, SINCE THE ORGANIZATION RELIES ON A RELATED ORGANIZATION WHICH USES ONE OR MORE OF THE METHODS DESCRIBED IN LINE 3 TO ESTABLISH THE TOP MANAGEMENT OFFICIAL'S COMPENSATION, THIS QUESTION HAS BEEN LEFT UNANSWERED. REFER TO SCHEDULE O FOR A DESCRIPTION OF THE COMPENSATION REVIEW AND APPROVAL PROCESS. ------------------------------ FORM 990, SCHEDULE J, LINE 4A SEVERANCE THE FOLLOWING INDIVIDUAL LISTED ON FORM 990, PART VII, SECTION A, LINE 1A RECEIVED A SEVERANCE PAYMENT DURING THE YEAR: GORDON, ANDREW - $33,462 ------------------------------ FORM 990, SCHEDULE J, LINE 4B SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN PARTICIPATION CERTAIN TRUSTEES, OFFICERS AND/OR KEY EMPLOYEES OF THIS ORGANIZATION ARE COMPENSATED BY A RELATED ORGANIZATION, THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). THE UNIVERSITY OF PENNSYLVANIA HEALTH SYSTEM ("HEALTH SYSTEM") MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") DESIGNED FOR SENIOR ADMINISTRATORS OF THE HEALTH SYSTEM, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE HEALTH SYSTEM WHEN THE CONTRIBUTIONS ARE MADE. VESTING IN THE SERP OCCURS AFTER EACH THREE YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 65, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 65 WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE UNIVERSITY/HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: BARBER, MICHAEL D. - NO DISTRIBUTION DUNCAN, MICHAEL J. - $112,470 KASPER, KEITH - $189,584 GUSTAVE, LORI - $85,890 PUCHTLER, JULIA - $66,211 THE HEALTH SYSTEM ALSO MAINTAINS A SERP DESIGNED FOR THE CHIEF EXECUTIVE OFFICER OF THE HEALTH SYSTEM. VESTING IN THE SERP OCCURS ON JUNE 30, 2027 OR UPON THE OCCURRENCE OF CERTAIN EVENTS (DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). UPON REACHING A VESTING DATE, PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION WHICH IS TAXABLE AS EARNED INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE HEALTH SYSTEM SERP PLAN DURING THE YEAR AND/OR RECEIVED EMPLOYER PAID AMOUNTS DURING THE YEAR: MAHONEY, KEVIN - NO DISTRIBUTION THE HEALTH SYSTEM ALSO MAINTAINS A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN DESIGNED FOR SENIOR FACULTY OF THE SCHOOL OF MEDICINE OF THE UNIVERSITY, AS DESIGNATED BY THE BOARD OF TRUSTEES, WHO ARE ACTIVELY EMPLOYED BY THE UNIVERSITY WHEN THE CONTRIBUTIONS ARE MADE (THE "CPUP SERP"). VESTING IN THE MED SERP OCCURS AFTER EVERY TEN YEARS OF PARTICIPATION AND UPON THE OCCURRENCE OF CERTAIN EVENTS (ATTAINMENT OF AGE 60, DEATH, DISABILITY, OR INVOLUNTARY TERMINATION WITHOUT "CAUSE"). CONTRIBUTIONS FOR THOSE WHO HAVE REACHED AGE 60 (WITH 2 OR MORE YEARS OF PARTICIPATION) WILL BE FULLY VESTED WHEN MADE. UPON REACHING A VESTING DATE, TAXES OWED WILL BE WITHDRAWN FROM THE PLAN, AND THE REMAINING AFTER-TAX BALANCE WILL REMAIN IN THE PLAN. PARTICIPANTS WILL AUTOMATICALLY RECEIVE A FULL DISTRIBUTION THE SUMMER AFTER THE YEAR IN WHICH THEY TERMINATE EMPLOYMENT, AT WHICH TIME ANY EARNINGS NOT YET TAXED WILL BE TREATED AS TAXABLE INCOME. PARTICIPANTS WHO VOLUNTARILY TERMINATE BEFORE VESTING WILL FORFEIT THE NON-VESTED BALANCE IN THEIR ACCOUNTS. THE FOLLOWING INDIVIDUALS LISTED ON FORM 990, PART VII, SECTION A, LINE 1A PARTICIPATED IN THE CPUP SERP PLAN DURING THE YEAR: HEWITT, MAUREEN R. - NO DISTRIBUTION ------------------------------ FORM 990, SCHEDULE J, LINE 7 PROVISION OF NON-FIXED PAYMENTS CHESTER COUNTY HOSPITAL PROVIDES DISCRETIONARY BONUS AND/OR INCENTIVE COMPENSATION PAYMENTS TO ELIGIBLE EMPLOYEES. PAYMENTS MADE TO ANY DISQUALIFIED PERSON IS APPROVED BY THE COMPENSATION COMMITTEE THROUGH THE PROCESS DESCRIBED IN FORM 990, PART VI, SECTION B, LINE 15. ------------------------------ SUPPLEMENTAL INFORMATION ON TAX EXEMPT BONDS FORM 990, SCHEDULE K CHESTER COUNTY HOSPITAL HAS BEEN ALLOCATED A PORTION OF THE PA HIGHER ED FACILITIES AUTHORITY- UPHS SERIES A 2021 BOND ISSUE FROM THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA (EIN: 23-1352685) ("UNIVERSITY"), A RELATED IRC SECTION 501(C)(3) ORGANIZATION. SINCE THE UNIVERSITY REMAINS AS THE PRIMARY OBLIGOR OF THE BOND, ALL INFORMATION REGARDING THE UPHS SERIES A 2021 BOND ISSUE HAS BEEN REPORTED ON THE FORM 990, SCHEDULE K OF THE UNIVERSITY. THE TOTAL ALLOCATED OUTSTANDING BALANCE FOR CHESTER COUNTY HOSPITAL WAS $48,066,720 AS OF JUNE 30, 2025. FORM 990, PART V, LINE 1A DETAIL OF FORMS 1099 FILINGS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("TRUSTEES"). THE FORMS 1099 DISTRIBUTED AS PART OF THIS ENTITY'S ACTIVITIES ARE DONE SO THROUGH THE UNIVERSITY HEALTH SYSTEM AND CONSOLIDATED WITH THE TRUSTEES. ------------------------------ FORM 990, PART VI, SECTION B, LINE 11 FORM 990 REVIEW PROCESS INFORMATION RELATED TO THIS ORGANIZATION'S FORM 990 FILING IS GATHERED BY FINANCE STAFF AND PROVIDED TO PWC US TAX LLP FOR REVIEW AND RETURN PREPARATION. A DRAFT COPY OF THE 2024 FORM 990 WAS REVIEWED BY VARIOUS SENIOR FINANCIAL MANAGEMENT OFFICIALS BEFORE IT WAS SUBMITTED TO THE BOARD FOR THEIR REVIEW. A COPY OF THE FINAL 2024 FORM 990 WAS THEN MADE AVAILABLE TO EACH BOARD MEMBER PRIOR TO THE FILING DEADLINE. ------------------------------ FORM 990, PART VI, SECTION A, LINE 12C CONFLICT OF INTEREST POLICY THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). EACH COVERED PERSON* ANNUALLY SHALL COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE PROVIDED BY THE UNIVERSITY AND SHALL UPDATE SUCH QUESTIONNAIRE PROMPTLY AS NECESSARY TO REFLECT CHANGES DURING THE COURSE OF THE YEAR. FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI ARE ENCOURAGED BUT NOT REQUIRED TO COMPLETE THE QUESTIONNAIRE DURING THE FIVE-YEAR PERIOD FOLLOWING COMPLETION OF THEIR TERMS. COMPLETED QUESTIONNAIRES SHALL BE RETURNED TO THE OFFICE OF THE SECRETARY AND SHALL BE SUBJECT TO REVIEW BY SUCH OFFICE AND THE OFFICE OF THE GENERAL COUNSEL, AS WELL AS BY ANY OUTSIDE LEGAL COUNSEL AND/OR AUDITORS WHO MAY BE APPOINTED TO ADVISE THE COMPENSATION COMMITTEE OF THE BOARD OF TRUSTEES APPOINTED TO OVERSEE THIS POLICY. COMPLETED QUESTIONNAIRES ALSO SHALL BE AVAILABLE FOR INSPECTION BY ANY BOARD MEMBER. *COVERED PERSONS INCLUDE: (1) VOTING MEMBERS OF THE BOARD OF TRUSTEES (INCLUDING CHARTER TRUSTEES, TERM TRUSTEES, ALUMNI TRUSTEES, AND COMMONWEALTH TRUSTEES); (2) TRUSTEE EMERITI WHO HAVE SERVED IN THAT CAPACITY FOR FIVE YEARS OR LESS; (3) OTHER FORMER VOTING TRUSTEES FOR A PERIOD OF FIVE YEARS FROM THE END OF THEIR TERM AS SUCH; (4) OFFICERS AS DEFINED IN THE STATUTES; (5) MEMBERS OF THE INVESTMENT BOARD; AND (5) KEY EMPLOYEES. EACH COVERED PERSON (EXCEPT FORMER BOARD MEMBERS WHO ARE NOT TRUSTEE EMERITI) SHALL BE REQUIRED TO ACKNOWLEDGE, NOT LESS THAN ANNUALLY, THAT HE OR SHE HAS READ AND IS IN COMPLIANCE WITH THIS POLICY. ------------------------------ FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION PROCESS THIS ORGANIZATION IS AN AFFILIATE OF THE TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA ("UNIVERSITY"). COMPENSATION ARRANGEMENTS INVOLVING ANY OF OUR OFFICERS AND/OR KEY EMPLOYEES ARE ESTABLISHED BY THE UNIVERSITY PURSUANT TO A PROCESS THAT SATISFIES THE REBUTTABLE PRESUMPTION PROCEDURE AVAILABLE FOR SECTION 4958 EXCESS BENEFIT TRANSACTION TAX PURPOSES (WHICH REQUIRES A REVIEW OF COMPENSATION DETERMINATIONS BY DISINTERESTED PERSONS, USE OF APPROPRIATE COMPARABILITY DATA, AND CONTEMPORANEOUS DOCUMENTATION OF THE PROCESS). ------------------------------ FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABILITY TO PUBLIC OUR FORMS 990, GOVERNING DOCUMENTS, AUDITED FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. NOTE THAT SINCE THE ORGANIZATION HAS BEEN IN EXISTENCE SINCE 1892, IT WAS NOT REQUIRED TO FILE A FORM 1023 APPLICATION. INSTEAD, THE ORGANIZATION'S IRC SECTION 501(C)(3) TAX-EXEMPT STATUS WAS GRANDFATHERED BY THE IRS. ------------------------------ FORM 990, PART X, LINE 32 INFORMATION REGARDING THE CURRENT YEAR DECREASE IN NET ASSETS THE ORGANIZATION'S CURRENT YEAR DECREASE IN NET ASSETS WAS THE RESULT OF NORMAL OPERATIONS AND NOT DUE TO THE SALE, EXCHANGE, DISPOSITON OR TRANSFER OF MORE THAT 25% OF THE ORGANIZATION'S NET ASSETS. AS A RESULT, THE COMPLETION OF SCHEDULE N IS NOT APPLICABLE. ----------------------------- FORM 990, PART XI, LINE 9 DETAIL OF OTHER CHANGES IN NET ASSETS OTHER CHANGES IN ASSETS $ 2,764,587 ------------ TOTAL $ 2,764,587 ----------------------------- AFFILIA HOME HEALTH 1811 OLDE HOMESTEAD LANE LANCASTER PA 17601 231352572 HOME HEALTH PA 501(c)(3) 10 LG HEALTH false CARL V S PATTERSON IRR 116 ALLEGHENY CENTER MAIL P8YB3502L PITTSBURGH PA 15212 236415355 SUPPORT TRUST PA 4947(A)(1) N/A NA false CHESTER COUNTY HOSPITAL & HEALTH SYSTEM 701 E MARSHALL STREET WEST CHESTER PA 19380 264233321 MGMT SRVCS PA 501(C)(3) 12, I TRUSTEES false CHESTER COUNTY HOSPITAL FOUNDATION 701 E MARSHALL STREET WEST CHESTER PA 19380 232267407 SUPPORT PA 501(C)(3) 7 NA false CLINICAL CARE ASSOCIATES OF UPHS 250 KING OF PRUSSIA RD 4TH FL RADNOR PA 19087 232729852 HEALTHCARE PA 501(c)(3) 10 TRUSTEES false HAJOCA 3025 INC 3451 WALNUT STREET ROOM 737 PHILADELPHIA PA 19104 843379653 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false LANCASTER GENERAL HEALTH 555 NORTH DUKE STREET LANCASTER PA 17602 232250941 SUPPORT ORG PA 501(C)(3) 12, II TRUSTEES false LANCASTER GENERAL HEALTH COLUMBIA CENTER 306 NORTH 7TH STREET COLUMBIA PA 17512 230485650 FACILITY MGMT PA 501(C)(3) 3 LG HOSPITAL false LANCASTER GENERAL HEALTH FOUNDATION 555 NORTH DUKE STREET LANCASTER PA 17602 205767147 FUNDRAISING PA 501(C)(3) 7 NA false LANCASTER GENERAL HEALTH HOLDINGS 555 NORTH DUKE STREET LANCASTER PA 17602 204943109 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false LANCASTER GENERAL HOSPITAL 555 NORTH DUKE STREET LANCASTER PA 17602 231365353 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false LANCASTER GENERAL MEDICAL GROUP 1097 COMMERCIAL AVE EAST PETERSBURG PA 17520 232777286 HEALTHCARE PA 501(C)(3) 3 LG HEALTH false MORRIS EST LYDIA T DECD TW 6325 S RAINBOW BLVD STE 300 LAS VEGAS NV 89118 236210940 SUPPORT TRUST NV 501(C)(3) 12, III-FI NA false NEIGHBORHOOD HEALTH AGENCIES INC 795 E MARSHALL STREET WEST CHESTER PA 19380 232324782 NURSING PA 501(C)(3) 12, I CCH&HS false NEIGHBORHOOD LEAGUE HEALTH SERVICES 795 E MARSHALL STREET WEST CHESTER PA 19380 232324787 HEALTH SRVCS PA 501(C)(3) 10 CCH&HS false NEIGHBORHOOD VISITING NURSE ASSOCIATION 795 E MARSHALL STREET WEST CHESTER PA 19380 231352243 NURSING PA 501(C)(3) 7 CCH&HS false OAP INC 3451 WALNUT STREET ROOM 748 PHILADELPHIA PA 19104 231986931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false PENN CENTER FOR REHAB AND CARE 3609 CHESTNUT STREET PHILADELPHIA PA 19104 232422635 HEALTHCARE PA 501(c)(3) 3 PMC false PENN CLUB OF NEW YORK INC 30 WEST 44TH STREET NEW YORK NY 10036 232726687 CLUB NY 501(c)(7) N/A NA false PENN PRAXIS INC 210 SOUTH 34TH STREET PHILADELPHIA PA 19104 752974931 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false PENNSYLVANIA HOSPITAL OF UPHS 800 SPRUCE STREET PHILADELPHIA PA 19107 311538725 HEALTHCARE PA 501(C)(3) 3 TRUSTEES false PGH DEVELOPMENT CORP 426 CURIE BLVD PHILADELPHIA PA 19104 232351015 SUPPORT ORG PA 501(c)(3) 12, I NA false PRESBYTERIAN MEDICAL CENTER OF UPHS 51 NORTH 39TH STREET PHILADELPHIA PA 19104 232810852 HEALTHCARE PA 501(c)(3) 3 TRUSTEES false PRINCETON CAREGIVERS INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222842773 HOMECARE SVCS NJ 501(C)(3) 3 PHCS HOLDING false PRINCETON HEALTHCARE AFFILIATED PHYS PC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 264203938 HEALTHCARE NJ 501(C)(3) 10 PHCS HOLDING false PRINCETON HEALTHCARE SYSTEM ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 210635009 HEALTHCARE NJ 501(C)(3) 3 PHCS HOLDING false PRINCETON HEALTHCARE SYSTEM FDN INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 222225911 SUPPORT PHCS NJ 501(C)(3) 7 PHCS HOLDING false PRINCETON HLTHCARE SYSTEM HOLDING INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 223493256 SUPPORT ORG NJ 501(C)(3) 12, I TRUSTEES false PRINCETON MEDICAL PROPERTIES INC ONE PLAINSBORO ROAD PLAINSBORO NJ 08536 220022702 REAL ESTATE NJ 501(C)(2) N/A PHCS HOLDING false THE ASC TRUST OF THE UNIV OF PA 1500 MARKET ST STE 3500E PHILADELPHIA PA 19102 810550464 BUS. TRUST PA 501(c)(3) 8 NA false THE HEART GROUP OF LANCASTER GEN HEALTH 217 HARRISBURG AVENUE LANCASTER PA 17603 300634510 CARDIOLOGY PA 501(C)(3) 3 LG HEALTH false THE LEONARD AND MADLYN ABRAMSON INST 421 CURIE BLVD 450 BRB II/III PHILADELPHIA PA 19104 232929823 MED RESEARCH PA 501(c)(3) 4 NA false TRUSTEES OF THE UNIVERSITY OF PENN 3451 WALNUT STREET ROOM 310 PHILADELPHIA PA 19104 231352685 EDUCATION PA 501(c)(3) 2 NA false UNIVERSITY CITY ASSOCIATES INC 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 233021159 SUPPORT ORG PA 501(c)(3) 12, I TRUSTEES false UNIVERSITY CLUB AT PENN INC 3611 WALNUT STREET PHILADELPHIA PA 19104 236299508 FAC. CLUB PA 501(c)(3) 12, I TRUSTEES false UPENN INTERNATIONAL 3451 WALNUT STREET SUITE 731 PHILADELPHIA PA 19104 454985731 SUPPORT ORG PA 501(C)(3) 12, I TRUSTEES false UPENN MASTER RETIREMENT TRUST 3451 WALNUT STREET ROOM 310 PHILADELPHIA PA 19104 043574136 RETIRE TRUST PA 501(A) N/A TRUSTEES false UPENN RETIREE BENEFITS TRUST 3451 WALNUT STREET ROOM 329 PHILADELPHIA PA 19104 232769744 BENEFITS PA 501(c)(3) 12, I TRUSTEES false WISSAHICKON HOSPICE OF UPHS 150 MONUMENT ROAD SUITE 300 BALA CYNWYD PA 19004 232152662 HOSPICE CARE PA 501(c)(3) 10 TRUSTEES false PENN MEDICINE-PMA 5 ATRIUM 3400 CIVIC CTR BLVD PHILADELPHIA PA 19104 863800365 HEALTHCARE PA 501(C)(3) 10 CCA false CLINICAL SPECIALTY ASSOCIATES 150 MONUMENT ROAD FL 4TH BALA CYNWYD PA 19004 331617353 HEALTHCARE PA 501(c)(3) PENDING TRUSTEES false DOYLESTOWN HOSPITAL 595 WEST STATE STREET DOYLESTOWN PA 18901 231352174 HEALTHCARE PA 501(c)(3) 3 TRUSTEES false DOYLESTOWN HEALTH FOUNDATION 595 WEST STATE STREET DOYLESTOWN PA 18901 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