Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 11,260,024 | 7,647,231 | 9,310,405 | 17,193,143 | 15,918,032 | 61,328,835 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 11,260,024 | 7,647,231 | 9,310,405 | 17,193,143 | 15,918,032 | 61,328,835 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 43,155 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 61,285,680 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 11,260,024 | 7,647,231 | 9,310,405 | 17,193,143 | 15,918,032 | 61,328,835 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 14,024,286 | 15,791,665 | 15,503,152 | 26,389,087 | 17,068,228 | 88,776,418 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 0 | |||||
| 11 | Total support. Add lines 7 through 10. | 150,105,253 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513... | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support. (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
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| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e |
Discount claimed for blockage or other factors (explain in detail in Part VI): |
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| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
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| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
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| 9 Distributable amount for 2015 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| CORE FORM, PART III | Abington health foundation ("ahf") is an organization recognized by the internal revenue service as tax-exempt pursuant to internal revenue code ("IRC") 501(c)(3) and as a non-private foundation pursuant to internal revenue code 509(a)(1). Effective april 30, 2015 at 11:59 pm, thomas jefferson university ("tju"), a pennsylvania nonprofit organization that is exempt from federal income taxation pursuant to section 501(c)(3) of the internal revenue code, became the sole corporate member of abington health ("ah"). As a result of this transaction, ah and its subsidiaries, abington memorial hospital ("amh"), lansdale hospital corporation ("lhc"), and abington health foundation ("ahf") (collectively, the "subsidiaries"), became subsidiaries of tju, creating a university health system, known as jefferson, that encompasses thomas jefferson university plus jefferson health, a new combined clinical brand for the five hospitals and physician networks within the system. Abington health and jefferson have merged organizations in a new partnership that will strengthen the enterprises ability to care for the communities we serve. This merger brings some changes, but one thing remains constant: all charitable gifts to abington health foundation are directed to abington memorial hospital and lansdale hospital corporation and affiliate locations throughout the community, just as donors wish. All existing donor-designated funds and endowments that were established to support specific programs at abington health will continue to fund those specific purposes intended by donors. Later in fy16, jefferson and aria health completed their transaction, giving greater reach to jeffersons transformative model. Aria and jefferson entered into a letter of intent to join together in october 2015 following a two-year strategic planning and partnership exploration process at aria. The aria and jefferson combination comes a little over one year after the abington health and jefferson merger in may 2016, which marked the beginning of a new era in urban/suburban access to some of the nations finest clinicians, scientists, academicians and health care professionals. In january 2016, jefferson signed a letter of intent to move forward with a potential integration with kennedy health to serve patients in southern new jersey. Jefferson is also seeking to redefine higher education, announcing in december 2015 a letter of intent with philadelphia university. Aria will add the jefferson health brand to complement its legacy name, moving forward as aria-jefferson health. Arias frankford, torresdale and bucks county hospital sites and its outpatient locations will reflect the jefferson health brand. Jefferson will continue to support arias long-standing mission to serve its community. With this integration, the combined organization thomas jefferson university and jefferson health consists of: 23,000 employees; 5,000 physicians/practitioners; 5,770 nurses and 2,217 inpatient beds. In addition, jeffersons unique governance structure continues as a combined board with equal representation from jefferson, abington and aria. Jefferson health comprises six colleges, eight hospitals, 32 outpatient and urgent care locations and a multitude of physician practices throughout the region, serving more than 96,000 inpatients, 363,000 emergency patients and 1.9 million outpatient visits annually. Thomas jefferson university hospital is the largest freestanding academic medical center in philadelphia. Abington memorial hospital is the largest community teaching hospital in montgomery and bucks counties. Other hospitals include jefferson hospital for neuroscience in center city philadelphia; methodist hospital in south philadelphia; and lansdale hospital corporation in hatfield township. Abington health foundation is a nonprofit foundation that financially supports the efforts of abington memorial hospital, lansdale hospital corporation and its affiliates to benefit the health and well-being of our community. Better together is the enterprise goals and includes: leading the charge on transforming the way we care for patients and educate our future healthcare providers; strengthening our commitment to the community with more than $230 million in charitable and community benefit and counting; delivering healthcare for the future by keeping people healthy; providing greater access, with the right care, at the right time, in the right location and at the most efficient cost in the city, the suburbs, and even on a mobile device; innovating and sharing national best practices to find the answers that best meet the needs of patients and the community; leading the charge on transforming the way we educate future healthcare providers; and applying international research know-how to deliver breakthrough diagnosis and treatment options. The above branded, fictitious names are used for merger announcement purposes. Legal names of abington memorial hospital, abington health, abington health foundation and lansdale hospital corporation will be used in fy16 documents. Through fundraising activities, the organization supports the charitable purposes, programs and services of amh and lhc; related internal revenue code 501(c)(3) tax-exempt organizations, which provide medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, religion, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. The organization is an affiliate within abington health ("ah"); a tax-exempt integrated healthcare delivery system which includes amh and lhc. Given the fy15 merger, the abington health foundation name will remain unchanged. Contributions from grateful patients, generous philanthropists, employees, private foundations and corporations enhance and expand vital projects, programs and services. Each gift is deeply appreciated and helps our physicians, nurses and staff to provide excellent healthcare using advanced technology and treatment methods. Abingtons recent campaign for a new century was a success with an ambitious goal of raising $32 million during the campaign. The goal was exceeded and $39 million was raised to position abington for a second century of excellence. The three key initiatives for the campaigns success included 1) investing in people; 2) advancing excellent care; and 3) enhancing our healing environment. Bridging the success of this campaign came the "reimagine cancer care" launch in fy16. This campaigns goal is to help support the $75 million cost to build, equip and staff the new asplundh cancer pavilion, willow grove, pennsylvania. The success of this campaign, will enable abington to bring together an exceptional blend of talented people, advanced technologies, pioneering therapies and leading-edge research in a remarkable new facility. The new asplundh cancer pavilion is specifically designed to address an evolving world as abington and jefferson reimagine cancer care for the future. The pavilion will encompass: - comprehensive services in one convienient, state-of-the-art location with multidisciplinary teams of highly experienced professionals, including surgical specialists, oncologists, genetic counselors, complementary medicine providers and supportive care staff all working together to develop a personalized plan for each patient; - the latest, most advanced technologies including two new linear accelerators for radiation oncology and varian edge stereotactic technology (similar to the cyber knife but faster and more flexible); - Personal patient navigators each specially skilled in specific cancers to provide individualized guidance for patients throughout their care journey. - Cutting-edge research with strong clinical research programs at abington and access to the latest therapies and phase 1,2 and 3 clinical trials through our affiliation with jeffersons sidney kimmel cancer center, an nci-designated cancer center; - Care for body, mind and spirit with a complete range of support professionals and services, including social workers, chaplains, financial counselors, practitioners in holistic wellness, the staff of the full-service image recovery center and the caring indviduals of grief support programs; and |
| CORE FORM, PART III | - A comprehensive survivorship program to provide life-long continuing medical care, monitoring and service coordination in an era when cancer survivorship is now the rule. Building a full-service, patient-focused facility was paramount to leadership, physicians, donors and patients. Every aspect of the asplundh cancer pavilion is being designed with the patient in mind from easy access and way-finding, to simplified registration and scheduling, to a thoroughly patient-focused environment that fosters wellness and supports physical, emotional and spiritual health. Features of the new cancer pavilion, which is scheduled for completion in 2017, include: - 82,000 square feet of outstanding clinical, research and support space; - a convenient location less than a mile from the pennsylvania turnpike, with ample free parking; - a beautiful grand lobby to welcome and orient patients; - a light-filled infusion center in a tranquil and comfortable environment; - surgical suites equipped with the latest technology, including the varian edge radiosurgery system; - an image recovery center staffed by specialists trained in helping patients enhance their appearance, self-esteem and sense of control; - a genetic counseling center devoted to using advanced molecular diagnostics to assess cancer risk and develop personalized treatment plans; - healing gardens plus soothing landscapes to enhance comfort and contemplation for patients and families; - an integrative medicine center that embraces complementary therapies such as yoga, reiki, massage, mindfulness, nutrition counseling and other healing modalities; and - designated space for support groups, an education resource room and much more. More than 4,044 caring and loyal donors last year supported abington's services to its community. Donor support for ah continues with the community leadership of the ahf board of trustees, its officers and members. In addition, the hospitals' trustees and trustee emeriti voluntarily contribute time, expertise and resources to the health system. Their dedicated loyalty and contributions have enabled amh and lhc to thrive with a reinvigorated commitment as the healthcare delivery system transforms itself to care for our community. A strategic philanthropy committee plans and implements new and developing strategies for the improvement of the health status of the community we serve. Medical staff officers from both hospitals and an office of philanthropy of experienced professionals round out the complement of the ahf leadership. In addition, during fy16, endowments for neurosciences, patient safety and quality care and fostering medical innovation were key areas for ahf. in fy16, donors, supporters of abington, and leaders participated in educational events and programs including educational presentations on sleep disorders, stroke care, cancer care update, integrative medicine and cancer survivorship and womens health. Charitable gifts and donor support are essential to the continuing growth of many centers of excellence, and new program and site development for abington health. These include abington's neurosciences institute, heart and vascular center, the expansion of the orthopaedic and spine institute, rosenfeld cancer center expanding into the asplundh cancer pavilion, women and children's services, medical and surgical programs, dixon school of nursing (to be transformed into abington-dixon campus jefferson college of nursing), home care/hospice and community outreach programs. Back in the early 1900s the rural town of Abington faced a pressing need for an excellent hospital located in the community. Philanthropic visionary George w. elkins, sr. stepped forward with an extraordinary gift of land and funds for a new hospital. Mr. elkins was joined by leaders from throughout the community, including members of the newly formed womens association of noble, precursor to todays Abington health foundation womens board. Their ambitious vision was realized on May 15, 1914, when the new 48-bed Abington memorial hospital opened its doors. Throughout a remarkable century of growth and change, abington has remained steadfast in fulfilling its mission as the region's most trusted provider of advanced and compassionate care. In 2014 amh's centennial was celebrated and recognized a past century of growth into a regional referral center at the heart of ah. Throughout every stage of abington's growth, the institution has been guided by an unwavering commitment to quality in all that we do. Throughout 100 years of service, ahf and all medical staff, leaders, employees, donors and volunteers dedicated themselves to the provision of advancing care, promoting patient safety and pioneering new treatments. At the core of our care is the quality of our people. Our physicians, nurses, technicians, managers, floor staff, volunteers and so many others all work together as an extraordinary team to reach our shared goal: to be the community's most trusted healthcare provider. The community has been a part of the ahf, ah, amh and lhc team as well, and the charitable support received is an essential factor in our success. Philanthropic leadership established amh 100 years ago, and it will continue to strengthen ah for the century ahead. Amh is now the flagship hospital of ah, which also encompasses lhc as part of the newly formed enterprise of jefferson health. Included in ah are satellite campuses: abington health center - willow grove, abington health center - warminster, and abington health center - blue bell and the abington health physicians network of primary care physicians and specialists. New sites include the abington health center - gwynedd and abington health center - montgomeryville. Abington health's accomplishments in fy16 included: Ah marked its first full year as being part of jefferson. The "better together" slogan continues to reinforce itself as other organizations join our enterprise. Jefferson finalized the merger with aria health and signed a combination agreement with philadelphia university and a definitive agreement with kennedy health, new jersey. Integration 1.0 was successful and towards the end of fy16, integration 2.0 (jefferson-abington-aria) began. The goals for integration are to adopt best practices, realize contract savings, enhance patient satisfaction and improve employee engagement across the organization. Several departments have integrated including legal, information services and technology, finance and philanthropy. Revenue cycle operations have integrated with leadership designations being finalized. The employed physicians of abington and aria will combine their operations. The aria home care team combined with abingtons home care/hospice department. Together it is estimated that the combined service will have 330 employees and exceed 220,000 visits annually. Group purchasing organizations or gpo was selected in fy16 to achieve purchasing power and to obtain best pricing. Abingtons home infusion was integrated with jeffersons home infusion service. Abingtons patient safety core value and accomplishments in fy16 included reduction of serious safety events at AMH by 94 percent since 2007. LHC reduced serious safety events by 53 percent since 2013, achieving more than 500 days without a serious safety event in 2014-2015. Abington hospital physicians enter their orders into computerized medical record 88 percent of the time, far exceeding the national average of 75 percent. Staff at the health system reported over 3,500 safety events (near miss or errors) through the online event reporting system in fy16 that is over 1,600 at AMH and over 1,900 at LHC. 451 or 28 percent of the reported events at AMH were "great save"good catch" events, where staff prevented an error from reaching the patient. Less than 3 percent of the event reports at AMH were related to errors that caused significant patient harm. 83 percent of AMH nurses, residents and physicians now know how to recognize the signs and symptoms of delirium. 100 percent of AMH and LHC inpatients were assessed and appropriately received flu shots (if they consented) between october 2015 and march 2016. 99.68 percent of the health system workforce was vaccinated for influenza in fy16. New web technology included rasmas: recalls on medications, equipment, products, technology and supplies happen every day. In fy16, the health system invested in a web-based tool that is helping colleagues stay current on all the recall information so they can act on the information quickly. In april 2016, 193 health system staff members were recognized for earning the institute of healthcare improvements basic certificate in patient safety. In fy16, to benefit staff and patients, the organization recently invested more than $200,000 in safe patient handling equipment lifts to make the lifting and moving of patients easier and safer. |
| CORE FORM, PART III | In an effort to prevent weapons from entering the abington emergency trauma center, metal detectors were installed at the entrance. Ah continues to expand and see increased demand in home care, hospice, palliative care, and other community based services. In fy16, abington's home care ("amhhc") provided cost effective, high quality, multidisciplinary home health and hospice care to individuals of all ages, to improve health, prevent illness and enable terminally ill patients to remain at home. amhhc strives to provide superior care to patients in montgomery, bucks and philadelphia counties, in fy16, more than 263 nurses, aides, social workers, therapists and support staff cared for over 167,000 home health and hospice visits to almost 9,790 patients served. Abington-aria home health will be renamed. Abington's hospice and pediatric hospice programs served over 430 terminally ill adults and children and their loved ones in fy16. AMH's warminster campus is the home to hospice and the kind pediatric hospice, the area's first facility to provide a homelike residential care environment for terminally ill children. This important end-of-life care brings together the homecare hospice program and residential hospice for adults. Ah palliative care program continues to support our homecare patients for individuals with chronic and terminal illness by providing symptom management and discussing options in end of life care. The palliative care service recognized an increase in patient consultations fy16 as over 2,200 new consults were accomplished at AMH. Additionally, almost 350 consultations were completed at LHC in fy16. Hospice volunteer services actively provide service hours in support of this program. In fy16, home care/hospice department utilizes volunteers in the following areas: home care, hospice services, bereavement services, pet therapy and adult day services in lansdale. In fy16, total number of volunteers was 226 with 91 as patient care and administrative and 135 as crafter volunteers. Patient care and administrative volunteers provided 11,846 hours and home care/hospice volunteers provided 38,028 or a cost savings of $834,346. Hospice bereavement services are provided to the loved ones of deceased hospice patients for one year after death. A bereavement coordinator and volunteers assess individuals and families and refer to support groups provided. In fy16, nearly 3,000 unduplicated bereaved were followed. A minimum of 8,868 contacts were made to the bereaved. Programs such as first steps: beginning the journey, bereavement support groups, younger widow/widower program, service of remembrance, coping with holidays, "remembering mommany others were offered in fy16. Recipient families are quite often donors and the restricted fund offsets these needed services. Through charitable support, the safe harbor program helps provide a safe, supportive place for children, teens and young adults grieving from the loss of a parent or sibling. Located at ah center willow grove, the program provides a caring environment of grief support services including support groups for children, teens and young adults and caregivers to help them through the natural process of grieving, and camp charlie, a day camp for bereaved children. The program served 190 child/teen, 13 young adults and 125 parents/caregivers in fy16. Since the inception of the program, safe harbor served 1,541 children, teens, young adults and 898 families. All of these services with safe harbor are made possible by many donors, employee donors, trustee philanthropists and donor organizations. Abington health --------------- Ah is a not for profit holding company based in abington, pennsylvania. Ah is the sole corporate member of a number of not for-profit entities as outlined herein. As the parent organization of a tax-exempt integrated healthcare delivery system, ah strives to continually develop and operate an integrated healthcare delivery system which provides a comprehensive spectrum of medically necessary healthcare services to the residents of pennsylvania counties including eastern montgomery, portions of bucks and philadelphia counties, pennsylvania. (Please refer to merger paragraph in beginning of document- jefferson health.) Ah ensures that its system provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. AH includes amh and lhc. Each of these hospitals operates consistently with the following criteria outlined in irs revenue ruling 69-545: 1. Each provide medically necessary healthcare services to all individuals regardless of ability to pay, including charity care, self- pay, medicare and medicaid patients; 2. Each either operate an active emergency trauma center or emergency department for all persons; which is open 24 hours a day, 7 days a week, 365 days per year; 3. Each maintains an open medical staff, with privileges available to all qualified physicians; 4. Control of each rests with jefferson health's board of trustees. The board is comprised of independent civic leaders and other prominent members of the community who all volunteer their time and talents; and 5. Surplus funds are used to improve the quality of patient care, expand and renovate facilities and advance medical care; programs and activities. Over 1,000 patients benefited from the experts at ah's orthopaedic and spine institute (now known as rothman institute) who specialize in joints, spine, sports, trauma and hand procedures. A geriatric fracture program ensures that patients with hip fractures are cared for by a multidisciplinary team of physicians who will ensure rapid assessment and surgical intervention within 18 to 24 hours. Charitable support has enabled ah to expand the outstanding orthopaedic and spine institute to two locations: amh and lhc. AH attracts the finest physicians to serve our patients. Over, 1,200 physicians care for patients throughout the health system's wide range of services. AH physicians is a network of primary care physicians and specialists employed by AMH and LHC. Abington health physicians ("ahp") is committed to the community as their healthcare partner, exceeding expectations for care, comfort and communications. Ahp is dedicated to improving the quality of life for all by fostering healing, easing suffering and promoting wellness in a culture of safety, learning and respect. Amh is a major clinical campus for several regional medical schools. The commitment to outstanding medical care has earned ah numerous awards for quality and safety, and the robust culture of continuing education creates an atmosphere of inquiry and scholarship. Many of our physicians are primary investigators for national clinical trials, which gives our patients access to advanced treatments now commonly available elsewhere. Our donor support lends itself to these initiatives. Maternity and pediatric care PROVIDED BY AH ENSURES OUR youngest patients receive unsurpassed compassionate care. AMH delivers almost 4,700 babies each year offering a wide range of maternity education programs, including childbirth preparation, prenatal programs and breastfeeding classes, as well as comprehensive obstetrics program that include genetic counseling and prenatal testing, fetal diagnosis and surgery, neonatal intensive care and an inpatient unit for pregnant patients at high risk. Abington's affiliation with the children's hospital of philadelphia included an expanded unit of specialty services in the price medical office building. Donor participation has been imperative to this ongoing affiliation and includes the hospital's women's board. AH's diabetes/nutrition centers served over 1,400 new clients with over 3,600 outpatient visits in fy16. The nutrition center continued to offer medical nutrition therapy for a wide range of conditions including adult weight management, renal disease, and gastrointestinal disorders, as well as diabetes. The center staff provided diabetes education as part of orientation for inpatient nursing staff at amh. The center provided diabetes support groups and completed the fifth and final cohort of the national diabetes prevention program grant from the centers for disease control ("cdc") in fy16. |
| CORE FORM, PART III | Muller institute for senior health established in 2000 with major donor support brings together the entire network of inpatient and outpatient care providers, services and educational opportunities dedicated to meeting the varied needs of older adults. The programs and services available are as diverse as the seniors served. Whether a patient or community member is looking for education on a health-related topic, health with a family member or require hospitalization, abington offers comprehensive care and support for seniors and their families --- in the hospital, in the community, and in the home. Abington can: support and enhance recovery while in the hospital, help a senior remain informed, healthy, supported, and independent in the community and provides compassionate and quality care at home. Abington memorial hospital -------------------------- AMH is a 665-bed non-profit acute care medical center located in abington, montgomery county, pennsylvania. Amh is recognized by the internal revenue service as an internal revenue code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, amh provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. AMH operates consistently with the criteria outlined in irs revenue ruling 69-545. The AMH diamond stroke center has been certified by the joint commission since 2003. In fy16, over 1,900 stroke patients were cared for in the diamond stroke center. At lhc, almost 385 inpatients were cared for in the stroke center. The sleep disorders centers are located in five convenient facilities throughout the region. In 2011, the balance center opened for patients with balance-related issues, and in fy12, a comprehensive concussion program was implemented for student athletes with education programs in the community continuing in fy16. Physicians from these specialty areas donate their time to educating the community on these important services. The heart and vascular institute in fy12 implanted its first ventricular assist device or ("vad") for heart failure patients and became one of only a few hospitals in the delaware valley to offer vad therapy. The heart and vascular center is a first rate, comprehensive facility at the forefront of cardiac care and research. Cardiac surgeons are uniquely skilled in advanced procedures and technologies. A heart rhythm center offers a team of specialists skilled in electrophysiology, cardiology and cardiac surgery to provide innovative treatments for abnormal heart rhythm conditions. Transcatheter aortic valve replacement ("tavr") is an innovative valve replacement treatment for aortic stenosis. It delivers a new valve in a minimally invasive way, without removing the faulty valve. The porter institute of valvular heart disease is one of only a few centers in the philadelphia area with the expertise to perform tavr. Abington's comprehensive heart failure ("chf") program improves heart function through advanced approaches such as echo-optimized cardiac resynchronization therapy and, joint commission-accredited ventricular assist device ("vad") program for treatment of end-stage chf. The blank vascular center features an on-site vascular lab and board-certified vascular surgeons. Donor support has also enabled ajh to create the addonizio hybrid operating room, an endovascular angiography suite for both cardiovascular surgery and vascular imaging. One of the region's leading oncology centers, the rosenfeld cancer center provided care for over 1,500 inpatients in fy16. Its clinical excellence, team approach to care and close attention to the whole patient has made this one of the busiest centers in the area. Accredited at the highest levels of quality and patient safety, the rosenfeld cancer center offers comprehensive services, from advanced diagnosis and treatment to a full range of support services for patients and families. The hanjani institute for gynecological oncology is a regional leader in gynecologic cancer treatment and research. The mary t. Sachs breast center has been designated a breast imaging center of excellence by the american college of radiology. Patients with prostate cancer now benefit from the advanced calypso 4d localization system, also known as "gps for the body", which targets cancer cells with more precise radiation than ever before. With the opening in 2017 of the asplundh cancer pavilion, cancer services will be consolidated into a new facility, geographically located to better serve our patients. Lansdale hospital corporation ----------------------------- Lhc is a 135-bed non-profit acute care medical center located in lansdale, montgomery county, pennsylvania. LhC is recognized by the internal revenue service as an internal revenue code 501(c)(3) tax-exempt organization. Pursuant to its charitable purposes, lhc provides medically necessary healthcare services to all individuals in a non-discriminatory manner regardless of race, color, national origin, gender, gender identity or expression, sexual orientation, age, status as an individual with a handicap/disability or ability to pay. Moreover, no individuals are denied necessary medical care, treatment or services. LhC operates consistently with the criteria outlined in irs revenue ruling 69-545. Abington health foundation prides itself on its innovation and creativity as our leaders transform healthcare. Our rich history of philanthropic excellence is marveled only by the tribute gifts, legacy societies, business councils, endowed funds for excellence and innovator's circle grants that provide the funding and seed money to attain ah's goals. Innovator's circle, a program entirely funded through philanthropic support, helps ensure that the healthcare innovations of tomorrow receive support today. The program invests in innovative solutions to healthcare challenges by funding seed grants for physicians, nurses and hospital staff. With charitable support from donors, and expert guidance from our medical staff, clinical advisors and community leaders, the program has funded numerous innovations at their earliest stages. Many of these programs have gone on to attract wider support and recognition, such as abington's nurse-driven sacred space model of care for surgical patients, which in 2011 received the prestigious magnet honor, a national award presented by the american nurses credentialing center. Since 2005, innovator's circle has awarded $1.8 million in seed grants to 86 healthcare innovations at AH. 2015 marked the 10-year anniversary of the foundation's innovators' circle, a donor-funded program that makes grants to support innovative healthcare initiatives that improve patient care and treatments. The vision and leadership of committee members, charitable supporters and hospital leaders and physicians was instrumental to this eleven-year journey. Abington health continues to enhance the abington memorial hospital and lansdale hospital business and advisory councils. These councils are made up of community business leaders who serve as ambassadors to abington health and work to increase awareness and support among area businesses. Ah administration, medical staff and clinical leaders throughout the year educate these councils on new programs, technology and advances in medicine. Over 50 business and community leaders attended a half dozen meetings in fy16. Abington health has worked since 2013 through 2015 with the implementation or action plans of the 2013 community health needs assessment ("chna"). For ah, our plans included work on access to care, behavioral health/mental health, obesity, smoking, cancer screenings and education, older adults and activities of daily living, and cultural and linguistically appropriate education. In fy16, the three-year report on the implementation plans was completed by community health and community benefit personnel, reviewed by ahs community benefit committee and posted to the health systems website. The document was shared and exchanged within the system and with key community stakeholders. This same team, working with colleagues from jefferson health, completed the 2016 chna which is posted to the website with implementation plans in process. Abington health foundation appointed a community benefit committee in 2011 whose charter is to oversee and recommend policies and programs designed to carry out the charitable mission of AH, protecting its non-profit status, and to enhance the health status of communities served based on the results of the chna. |
| CORE FORM, PART VI, SECTION A; QUESTIONS 6 & 7 | ABINGTON HEALTH ("AH")IS THE SOLE MEMBER OF THIS ORGANIZATION. THOMAS JEFFERSON UNIVERSITY ("TJU") IS THE SOLE MEMBER OF AH. TJU HAS THE ULTIMATE AUTHORITY AND RIGHT TO ELECT THE MEMBERS OF THIS ORGANIZATION'S BOARD OF TRUSTEES AND HAS CERTAIN RESERVED POWERS AS DEFINED IN THIS ORGANIZATION'S BYLAWS. |
| CORE FORM, PART VI, SECTION B; QUESTION 11B | The organization is an affiliate of thomas jefferson university ("tju") and its subsidiaries; a tax-exempt tripartite mission of education, research and patient care. The organization's federal form 990 was provided to and made available to each voting member of the organization's governing body prior to filing of the form 990 with the internal revenue service ("irs"). As part of the tax return preparation process the organization hired a professional cpa firm with experience and expertise in both healthcare and not for-profit tax return preparation to prepare the federal form 990. The cpa firm's tax professionals worked closely with the organization's finance personnel and various other individuals of the organization and the system to obtain the information needed in order to prepare a complete and accurate tax return. The cpa firm prepared a draft federal form 990 and furnished it to the organization's finance personnel and other individuals for their review. The organization's finance personnel and other individuals reviewed the draft federal form 990 and discussed questions and comments with the cpa firm. Revisions were made to the draft federal form 990 where necessary and a final draft was furnished by the cpa firm to the organization's finance personnel and various other individuals for final review. Thereafter, the cpa firm gave a form 990 summary presentation to the tju audit and compliance committee and thereafter a complete copy of the form 990 was made available to this organization's board of trustees prior to filing. |
| CORE FORM, PART VI, SECTION B; QUESTION 12 | The organization is an affiliate of thomas jefferson university ("tju") and its subsidiaries; a tax-exempt tripartite mission of education, research and patient care which includes abington memorial hospital ("amh"). The organization regularly monitors and enforces compliance with its conflict of interest policy. Annually all members of the board of trustees, officers and management personnel are required to review the existing conflict of interest policy and complete a questionnaire. The completed questionnaires are returned to the system's director of compliance for review. Thereafter the director of compliance prepares a summary of the completed questionnaires which contains information disclosed on an individual by individual basis and reviews this summary with amh's svp of legal affairs/general counsel. This summary is then given to a sub-committee of amh for review. Thereafter, the amh president signs off on the summary and the sub committee reviews and makes decisions on how to handle conflicts of interest and associated mitigating behavior to be taken by the organization if applicable. |
| CORE FORM, PART VI, SECTION B; QUESTION 15 | The organization is an affiliate of thomas jefferson university ("tju") and its subsidiaries; a tax-exempt tripartite mission of education, research and patient care which includes abington memorial hospital ("amh"). Tju has a compensation and human resources 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 organization's senior management, including the chief executive officer, president of abington health ("ah") hospitals, senior vice president of finance/chief financial officer, senior vice president of legal affairs/general counsel and chief of staff. The committee reviews the "total compensation" of the individuals which is intended to include both current and deferred compensation and all employee benefits, both qualified and non-qualified. The committee's review is done on at least an annual basis and ensures that the "total compensation" of senior management of the organization is reasonable. The actions taken by the committee enable the organization to receive the rebuttable presumption of reasonableness for purposes of internal revenue code section 4958 with respect to the total compensation of certain members of the senior management team, including the chief executive officer, president of ah hospitals, senior vice president of finance/chief financial officer, senior vice president of legal affairs/general counsel and chief of staff. The three factors which must be satisfied in order to receive the rebuttable presumption of reasonableness are the following: 1. The compensation arrangement is approved in advance by an "authorized body" of the applicable tax-exempt organization which is composed entirely of individuals who do not have a "conflict of interest" with respect to the compensation arrangement; 2. The authorized body obtained and relied upon "appropriate data as to comparability" prior to making its determination; and 3. The authorized body "adequately documented the basis for its determination" concurrently with making that determination. The committee is comprised of members of the board of trustees each of who are independent and are free from any conflicts of interest. The committee relied upon appropriate comparable data; specifically, the committee obtained a written compensation study from an independent firm which specializes in the reviewing of hospital and healthcare system executive compensation and benefits throughout the united states. The peer group chosen for comparison should reflect the fact that abington health is a multi hospital healthcare system. The peer group will contain not-for-profit healthcare organizations comparable in size and complexity to abington health. The peer group would consist of independent, single and multi-hospital healthcare systems that have an emphasis on teaching and range in size from half as large to up to twice as large as abington health. Although this peer group will contain organizations from all parts of the u.s., abington health will also examine regional (mid-atlantic) and local (philadelphia) pay levels. The committee adequately documented its basis for its determination through the timely preparation of written minutes of the compensation committee meetings during which the executive compensation and benefits was reviewed and subsequently approved. The actions outlined above with respect to the committee and the establishment of the rebuttable presumption of reasonableness only applies to certain senior management personnel, including but not limited to the chief executive officer, president of ah hospitals, senior vice president of finance/chief financial officer, senior vice president of legal affairs/general counsel and chief of staff. The compensation and benefits of certain other individuals contained in this form 990 are reviewed annually by the chief executive officer with assistance from the organization's human resources department in conjunction with the individual's job performance during the year and is based upon other objective factors designed to ensure that reasonable and fair market value compensation is paid by the organization. Other objective factors include market survey data for comparable positions, individual goals and objectives, personnel reviews, evaluations, self-evaluations and performance feedback meetings. |
| 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 | 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 A RELATED ORGANIZATION AND FOR THEIR POSITION WITHIN THOMAS JEFFERSON UNIVERSITY AND ITS SUBSIDIARIES; A TAX-EXEMPT TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE; NOT FOR SERVICES RENDERED AS A VOTING MEMBER OR OFFICER OF THIS ORGANIZATION'S BOARD OF TRUSTEES. |
| CORE FORM, PART VII, SECTION A, COLUMN B | THE ORGANIZATION IS AN AFFILIATE OF THOMAS JEFFERSON UNIVERSITY ("TJU") AND ITS SUBSIDIARIES; A TAX-EXEMPT TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE ("SYSTEM"). THE SYSTEM INCLUDES BOTH FOR PROFIT AND NOT-FOR-PROFIT ORGANIZATIONS. CERTAIN BOARD OF TRUSTEE MEMBERS, OFFICERS AND/OR DIRECTORS LISTED ON CORE FORM, PART VII AND SCHEDULE J OF THIS FORM 990 MAY HOLD SIMILAR POSITIONS WITH BOTH THIS ORGANIZATION AND OTHER AFFILIATES WITHIN THE SYSTEM. THE HOURS SHOWN ON THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE NO COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, REPRESENT THE ESTIMATED HOURS DEVOTED PER WEEK FOR THIS ORGANIZATION. TO THE EXTENT THESE INDIVIDUALS SERVE AS A MEMBER OF THE BOARD OF TRUSTEES OF OTHER RELATED ORGANIZATIONS IN THE SYSTEM, THEIR RESPECTIVE HOURS PER WEEK PER ORGANIZATION ARE APPROXIMATELY THE SAME AS REFLECTED IN CORE FORM, PART VII OF THIS FORM 990. THE HOURS REFLECTED ON PART VII OF THIS FORM 990, FOR BOARD MEMBERS WHO RECEIVE COMPENSATION FOR SERVICES RENDERED IN A NON-BOARD CAPACITY, PAID OFFICERS AND KEY EMPLOYEES, REFLECT TOTAL HOURS WORKED PER WEEK ON BEHALF OF THE SYSTEM; NOT SOLELY THIS ORGANIZATION. |
| CORE FORM, PART XI; QUESTION 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCE INCLUDE: - NET ASSETS RELEASED FROM TEMPORARY RESTRICTIONS; ($2,889,840); AND - DECREASE IN VALUE OF SPLIT INTEREST AGREEMENTS AND PERPETUAL TRUSTS FROM TEMPORARY RESTRICTION; ($294,324). |
| CORE FORM, PART XII; QUESTION 2 | THE ORGANIZATION IS AN AFFILIATE OF THOMAS JEFFERSON UNIVERSITY ("TJU") AND ITS SUBSIDIARIES; A TAX-EXEMPT TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE ("SYSTEM"). THE SYSTEM'S PARENT ENTITY IS THOMAS JEFFERSON UNIVERSITY ("TJU"). AN INDEPENDENT CPA FIRM AUDITED THE CONSOLIDATED FINANCIAL STATEMENTS OF THE SYSTEM FOR THE FISCAL YEARS ENDED JUNE 30, 2016 AND JUNE 30, 2015; RESPECTIVELY AND ISSUED A CONSOLIDATED FINANCIAL STATEMENT WITH CONSOLIDATING SCHEDULES. AN UNQUALIFIED OPINION WAS ISSUED EACH YEAR BY THE INDEPENDENT CPA FIRM. TJU'S AUDIT AND COMPLIANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT AUDITOR. |
| CORE FORM, PART XII; QUESTION 3 | THE ORGANIZATION IS AN AFFILIATE OF THOMAS JEFFERSON UNIVERSITY ("TJU") AND ITS SUBSIDIARIES; A TAX-EXEMPT TRIPARTITE MISSION OF EDUCATION, RESEARCH AND PATIENT CARE. TJU'S AUDIT AND COMPLIANCE COMMITTEE ENGAGED AN INDEPENDENT ACCOUNTING FIRM TO PREPARE AND ISSUE A SYSTEM WIDE CONSOLIDATED A-133 AUDIT. THIS ORGANIZATION WAS INCLUDED IN THE SYSTEM WIDE A-133 AUDIT. |
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