Form990
Click to see attachment
Department of the TreasuryInternal Revenue Service
Return of Organization Exempt From Income Tax
Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private
foundations)
MediumBullet Do not enter social security numbers on this form as it may be made public.
MediumBullet Information about Form 990 and its instructions is at www.IRS.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
A For the 2015 calendar year, or tax year beginning 07-01-2015 , and ending 06-30-2016
BCheck if applicable:
CName of organization
ABINGTON HEALTH FOUNDATION
 
% MICHAEL B WALSH
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
1200 OLD YORK ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ABINGTON, PA19001
D Employer identification number

23-2188052
E Telephone number

G Gross receipts $ 33,752,879
F Name and address of principal officer:
LAURENCE M MERLIS
1200 OLD YORK ROAD
ABINGTON,PA19001
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.ABINGTONHEALTH.ORG
H(a)
Is this a group return for
subordinates?
H(b)
Are all subordinates
included?
If "No," attach a list. (see instructions)
H(c)
Group exemption number MediumBullet  
K Form of organization:  
L Year of formation: 1992
M State of legal domicile: PA
Part I
Summary
Activities  & Governance 1 Briefly describe the organization’s mission or most significant activities: TO SUPPORT THE CHARITABLE TAX-EXEMPT PURPOSES, PROGRAMS & SERVICES OF ABINGTON MEMORIAL HOSPITAL & LANSDALE HOSPITAL CORPORATION; RELATED IRC SECTION 501(C)(3) TAX-EXEMPT ORGS.
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 25
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 20
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 0
6 Total number of volunteers (estimate if necessary) ............. 6 599
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 0
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b  
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 17,176,210 15,918,032
9 Program service revenue (Part VIII, line 2g) ......... 0 0
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 37,931,003 17,068,228
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) 16,933 274,718
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 55,124,146 33,260,978
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 775,835 11,594,918
14 Benefits paid to or for members (Part IX, column (A), line 4)..... 0 0
15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10) 0 0
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 115,359 85,431
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet85,431    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 1,046,079 919,862
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,937,273 12,600,211
19 Revenue less expenses. Subtract line 18 from line 12....... 53,186,873 20,660,767
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 743,676,644 746,957,412
21 Total liabilities (Part X, line 26)............. 20,423,274 15,334,900
22 Net assets or fund balances. Subtract line 21 from line 20..... 723,253,370 731,622,512
Part II
Signature Block
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge.
Sign Here
JumboBullet
Signature of officer Date
JumboBullet
Type or print name and title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's signature
Date
PTIN
Firm's name MediumBullet
Firm's EIN MediumBullet
Firm's address MediumBullet



Phone no.
May the IRS discuss this return with the preparer shown above? (see instructions) ..........
For Paperwork Reduction Act Notice, see the separate instructions.
Cat. No. 11282Y Form 990 (2015)
Form 990 (2015)
Page 2
Part III
Statement of Program Service Accomplishments
Check if Schedule O contains a response or note to any line in this Part III ..............
1
Briefly describe the organization’s mission: TO SUPPORT THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 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, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
2
Did the organization undertake any significant program services during the year which were not listed on
the prior Form 990 or 990-EZ? .....................
If "Yes," describe these new services on Schedule O.
3
Did the organization cease conducting, or make significant changes in how it conducts, any program
services? ...........................
If "Yes," describe these changes on Schedule O.
4
Describe the organization’s program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported.
4a (Code:   ) (Expenses $ 12,422,795 including grants of $ 11,594,918 ) (Revenue $ 0 )
EXPENSES INCURRED IN SUPPORTING THE CHARITABLE PURPOSES, PROGRAMS AND SERVICES OF ABINGTON MEMORIAL HOSPITAL AND LANSDALE HOSPITAL CORPORATION; RELATED INTERNAL REVENUE CODE SECTION 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, AGE, STATUS AS AN INDIVIDUAL WITH A HANDICAP/DISABILITY OR ABILITY TO PAY. MOREOEVER, NO INDIVIDUALS ARE DENIED NECESSARY MEDICAL CARE, TREATMENT OR SERVICES. PLEASE REFER TO SCHEDULE O FOR THE ORGANIZATION'S COMMUNITY BENEFIT STATEMENT.
4b (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4c (Code:   ) (Expenses $   including grants of $   ) (Revenue $   )
4d Other program services (Describe in Schedule O.)
(Expenses $   including grants of $   ) (Revenue $   )
4e Total program service expensesMediumBullet12,422,795
Form 990 (2015)
Form 990 (2015)
Page 3
Part IV
Checklist of Required Schedules
Yes
No
1
Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If "Yes," complete Schedule AClick to see attachment.....................
1
Yes
 
2
Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)? Click to see attachment...
2
Yes
 
3
Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If "Yes," complete Schedule C, Part I.............
3
 
No
4
Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If "Yes," complete Schedule C, Part II..............
4
 
No
5
Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If "Yes," complete Schedule C, Part III.................
5
 
No
6
Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If "Yes," complete Schedule D, Part IClick to see attachment..................
6
 
No
7
Did the organization receive or hold a conservation easement, including easements to preserve open space,
the environment, historic land areas, or historic structures? If "Yes," complete Schedule D, Part IIClick to see attachment...
7
 
No
8
Did the organization maintain collections of works of art, historical treasures, or other similar assets? If "Yes," complete Schedule D, Part III Click to see attachment.............
8
 
No
9
Did the organization report an amount in Part X, line 21 for escrow or custodial account liability; serve as a custodian for amounts not listed in Part X; or provide credit counseling, debt management, credit repair, or debt negotiation services? If "Yes," complete Schedule D, Part IVClick to see attachment..............
9
 
No
10
Did the organization, directly or through a related organization, hold assets in temporarily restricted endowments, permanent endowments, or quasi-endowments? If "Yes," complete Schedule D, Part VClick to see attachment......
10
Yes
 
11
If the organization’s answer to any of the following questions is "Yes," then complete Schedule D, Parts VI, VII, VIII, IX, or X as applicable.
a
Did the organization report an amount for land, buildings, and equipment in Part X, line 10?
If "Yes," complete Schedule D, Part VI.Click to see attachment...................
11a
 
No
b
Did the organization report an amount for investments—other securities in Part X, line 12 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIClick to see attachment.......
11b
 
No
c
Did the organization report an amount for investments—program related in Part X, line 13 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part VIIIClick to see attachment.......
11c
Yes
 
d
Did the organization report an amount for other assets in Part X, line 15 that is 5% or more of its total assets reported in Part X, line 16? If "Yes," complete Schedule D, Part IXClick to see attachment............
11d
 
No
e
Did the organization report an amount for other liabilities in Part X, line 25? If "Yes," complete Schedule D, Part XClick to see attachment
11e
Yes
 
f
Did the organization’s separate or consolidated financial statements for the tax year include a footnote that addresses the organization’s liability for uncertain tax positions under FIN 48 (ASC 740)? If "Yes," complete Schedule D, Part XClick to see attachment
11f
 
No
12a
Did the organization obtain separate, independent audited financial statements for the tax year?
If "Yes," complete Schedule D, Parts XI and XII Click to see attachment.................
12a
 
No
b
Was the organization included in consolidated, independent audited financial statements for the tax year? If "Yes," and if the organization answered "No" to line 12a, then completing Schedule D, Parts XI and XII is optional Click to see attachment
12b
Yes
 
13
Is the organization a school described in section 170(b)(1)(A)(ii)? If "Yes," complete Schedule E
13
 
No
14a
Did the organization maintain an office, employees, or agents outside of the United States? .....
14a
 
No
b
Did the organization have aggregate revenues or expenses of more than $10,000 from grantmaking, fundraising, business, investment, and program service activities outside the United States, or aggregate foreign investments valued at $100,000 or more? If "Yes," complete Schedule F, Parts I and IV.........
14b
 
No
15
Did the organization report on Part IX, column (A), line 3, more than $5,000 of grants or other assistance to or for any foreign organization? If “Yes,” complete Schedule F, Parts II and IV.....
15
 
No
16
Did the organization report on Part IX, column (A), line 3, more than $5,000 of aggregate grants or other assistance to or for foreign individuals? If “Yes,” complete Schedule F, Parts III and IV...
16
 
No
17
Did the organization report a total of more than $15,000 of expenses for professional fundraising services on Part IX, column (A), lines 6 and 11e? If "Yes," complete Schedule G, Part I (see instructions) ....Click to see attachment
17
Yes
 
18
Did the organization report more than $15,000 total of fundraising event gross income and contributions on Part VIII, lines 1c and 8a? If "Yes," complete Schedule G, Part II............ Click to see attachment
18
Yes
 
19
Did the organization report more than $15,000 of gross income from gaming activities on Part VIII, line 9a? If "Yes," complete Schedule G, Part III...................Click to see attachment
19
Yes
 
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....
20a
 
No
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return?
20b
 
 
Form 990 (2015)
Form 990 (2015)
Page 4
Part IV
Checklist of Required Schedules (continued)
21
Did the organization report more than $5,000 of grants or other assistance to any domestic organization or domestic government on Part IX, column (A), line 1? If “Yes,” complete Schedule I, Parts I and II.....Click to see attachment
21
Yes
 
22
Did the organization report more than $5,000 of grants or other assistance to or for domestic individuals on Part IX, column (A), line 2? If “Yes,” complete Schedule I, Parts I and III........Click to see attachment
22
Yes
 
23
Did the organization answer "Yes" to Part VII, Section A, line 3, 4, or 5 about compensation of the organization’s current and former officers, directors, trustees, key employees, and highest compensated employees? If "Yes," complete Schedule J....................... Click to see attachment
23
Yes
 
24a
Did the organization have a tax-exempt bond issue with an outstanding principal amount of more than $100,000 as of the last day of the year, that was issued after December 31, 2002? If “Yes,” answer lines 24b through 24d and complete Schedule K. If “No,” go to line 25a...............
24a
 
No
b
Did the organization invest any proceeds of tax-exempt bonds beyond a temporary period exception?...
24b
 
 
c
Did the organization maintain an escrow account other than a refunding escrow at any time during the year
to defease any tax-exempt bonds? ...............
24c
 
 
d
Did the organization act as an "on behalf of" issuer for bonds outstanding at any time during the year?...
24d
 
 
25a
Section 501(c)(3), 501(c)(4), and 501(c)(29) organizations. Did the organization engage in an excess benefit transaction with a disqualified person during the year? If "Yes," complete Schedule L, Part I............
25a
 
No
b
Is the organization aware that it engaged in an excess benefit transaction with a disqualified person in a prior year, and that the transaction has not been reported on any of the organization’s prior Forms 990 or 990-EZ? If "Yes," complete Schedule L, Part I ...................
25b
 
No
26
Did the organization report any amount on Part X, line 5, 6, or 22 for receivables from or payables to any current or former officers, directors, trustees, key employees, highest compensated employees, or disqualified persons? If "Yes," complete Schedule L, Part II ................
26
 
No
27
Did the organization provide a grant or other assistance to an officer, director, trustee, key employee, substantial contributor or employee thereof, a grant selection committee member, or to a 35% controlled entity or family member of any of these persons? If "Yes," complete Schedule L, Part III.........
27
 
No
28
Was the organization a party to a business transaction with one of the following parties (see Schedule L, Part IV instructions for applicable filing thresholds, conditions, and exceptions):
a
A current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L,
Part IV
........................
28a
 
No
b
A family member of a current or former officer, director, trustee, or key employee? If "Yes," complete Schedule L, Part IV.....................
28b
 
No
c
An entity of which a current or former officer, director, trustee, or key employee (or a family member thereof) was an officer, director, trustee, or direct or indirect owner? If "Yes," complete Schedule L, Part IV...
28c
 
No
29
Did the organization receive more than $25,000 in non-cash contributions? If "Yes," complete Schedule M..Click to see attachment
29
Yes
 
30
Did the organization receive contributions of art, historical treasures, or other similar assets, or qualified conservation contributions? If "Yes," complete Schedule M .............Click to see attachment
30
 
No
31
Did the organization liquidate, terminate, or dissolve and cease operations? If "Yes," complete Schedule N, Part I.
31
 
No
32
Did the organization sell, exchange, dispose of, or transfer more than 25% of its net assets? If "Yes," complete Schedule N, Part II ...........
32
 
No
33
Did the organization own 100% of an entity disregarded as separate from the organization under Regulations sections 301.7701-2 and 301.7701-3? If "Yes," complete Schedule R, Part I ........Click to see attachment
33
 
No
34
Was the organization related to any tax-exempt or taxable entity? If "Yes," complete Schedule R, Part II, III, or IV, and Part V, line 1.........................Click to see attachment
34
Yes
 
35a
Did the organization have a controlled entity within the meaning of section 512(b)(13)?
35a
 
No
b
If ‘Yes’ to line 35a, did the organization receive any payment from or engage in any transaction with a controlled entity within the meaning of section 512(b)(13)? If "Yes," complete Schedule R, Part V, line 2 ...
35b
 
 
36
Section 501(c)(3) organizations. Did the organization make any transfers to an exempt non-charitable related organization? If "Yes," complete Schedule R, Part V, line 2............. Click to see attachment
36
 
No
37
Did the organization conduct more than 5% of its activities through an entity that is not a related organization and that is treated as a partnership for federal income tax purposes? If "Yes," complete Schedule R, Part VIClick to see attachment
37
 
No
38
Did the organization complete Schedule O and provide explanations in Schedule O for Part VI, lines 11b and 19? Note. All Form 990 filers are required to complete Schedule O. ............
38
Yes
 
Form 990 (2015)
Form 990 (2015)
Page 5
Part V
Statements Regarding Other IRS Filings and Tax Compliance
Check if Schedule O contains a response or note to any line in this Part V...........
Yes
No
1a
Enter the number reported in Box 3 of Form 1096 Enter -0- if not applicable ..
1a
74
b
Enter the number of Forms W-2G included in line 1a. Enter -0- if not applicable .
1b
0
c
Did the organization comply with backup withholding rules for reportable payments to vendors and reportable gaming (gambling) winnings to prize winners? ..................
1c
Yes
 
2a
Enter the number of employees reported on Form W-3, Transmittal of Wage and
Tax Statements, filed for the calendar year ending with or within the year covered by this return ..................
2a
0
b
If at least one is reported on line 2a, did the organization file all required federal employment tax returns?
Note. If the sum of lines 1a and 2a is greater than 250, you may be required to e-file (see instructions)
2b
 
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
 
No
b
If “Yes,” has it filed a Form 990-T for this year? If “No” to line 3b, provide an explanation in Schedule O...
3b
 
 
4a
At any time during the calendar year, did the organization have an interest in, or a signature or other authority over, a financial account in a foreign country (such as a bank account, securities account, or other financial account)? ..
4a
 
No
b
If "Yes," enter the name of the foreign country: MediumBullet
See instructions for filing requirements for FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR).
5a
Was the organization a party to a prohibited tax shelter transaction at any time during the tax year? ..
5a
 
No
b
Did any taxable party notify the organization that it was or is a party to a prohibited tax shelter transaction?
5b
 
No
c
If "Yes," to line 5a or 5b, did the organization file Form 8886-T? ............
5c
 
 
6a
Does the organization have annual gross receipts that are normally greater than $100,000, and did the organization solicit any contributions that were not tax deductible as charitable contributions? ...
6a
 
No
b
If "Yes," did the organization include with every solicitation an express statement that such contributions or gifts were not tax deductible? ......................
6b
 
 
7
Organizations that may receive deductible contributions under section 170(c).
a
Did the organization receive a payment in excess of $75 made partly as a contribution and partly for goods and services provided to the payor? ....................
7a
Yes
 
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
Yes
 
c
Did the organization sell, exchange, or otherwise dispose of tangible personal property for which it was required to file Form 8282? .........................
7c
 
No
d
If "Yes," indicate the number of Forms 8282 filed during the year ....
7d
 
e
Did the organization receive any funds, directly or indirectly, to pay premiums on a personal benefit contract?
7e
 
No
f
Did the organization, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ..
7f
 
No
g
If the organization received a contribution of qualified intellectual property, did the organization file Form 8899 as required? ......................
7g
 
 
h
If the organization received a contribution of cars, boats, airplanes, or other vehicles, did the organization file a Form 1098-C? ..........................
7h
 
 
8
Sponsoring organizations maintaining donor advised funds.
Did a donor advised fund maintained by the sponsoring organization have excess business holdings at any time during the year? .........................
8
 
 
9a
Did the sponsoring organization make any taxable distributions under section 4966?...
9a
 
 
b
Did the sponsoring organization make a distribution to a donor, donor advisor, or related person?...
9b
 
 
10
Section 501(c)(7) organizations. Enter:
a
Initiation fees and capital contributions included on Part VIII, line 12 ...
10a
 
b
Gross receipts, included on Form 990, Part VIII, line 12, for public use of club facilities
10b
 
11
Section 501(c)(12) organizations. Enter:
a
Gross income from members or shareholders .........
11a
 
b
Gross income from other sources (Do not net amounts due or paid to other sources against amounts due or received from them.) ..........
11b
 
12a
Section 4947(a)(1) non-exempt charitable trusts. Is the organization filing Form 990 in lieu of Form 1041?
12a
 
 
b
If "Yes," enter the amount of tax-exempt interest received or accrued during the year.
12b
 
13
Section 501(c)(29) qualified nonprofit health insurance issuers.
a
Is the organization licensed to issue qualified health plans in more than one state?
Note.
See the instructions for additional information the organization must report on Schedule O.
13a
 
 
b
Enter the amount of reserves the organization is required to maintain by the states in which the organization is licensed to issue qualified health plans ....
13b
 
c
Enter the amount of reserves on hand ............
13c
 
14a
Did the organization receive any payments for indoor tanning services during the tax year?.....
14a
 
No
b
If "Yes," has it filed a Form 720 to report these payments? If "No," provide an explanation in Schedule O..
14b
 
 
Form 990 (2015)
Form 990 (2015)
Page 6
Part VI
Governance, Management, and Disclosure For each "Yes" response to lines 2 through 7b below, and for a "No" response to lines 8a, 8b, or 10b below, describe the circumstances, processes, or changes in Schedule O. See instructions.
Check if Schedule O contains a response or note to any line in this Part VI ..............
Section A. Governing Body and Management
Yes
No
1a
Enter the number of voting members of the governing body at the end of the tax year
1a
25
If there are material differences in voting rights among members of the governing body, or if the governing body delegated broad authority to an executive committee or similar committee, explain in Schedule O.
b
Enter the number of voting members included in line 1a, above, who are independent
1b
20
2
Did any officer, director, trustee, or key employee have a family relationship or a business relationship with any other officer, director, trustee, or key employee? .................
2
 
No
3
Did the organization delegate control over management duties customarily performed by or under the direct supervision of officers, directors or trustees, or key employees to a management company or other person? .
3
 
No
4
Did the organization make any significant changes to its governing documents since the prior Form 990 was filed? ...........................
4
 
No
5
Did the organization become aware during the year of a significant diversion of the organization’s assets? .
5
 
No
6
Did the organization have members or stockholders? ................
6
Yes
 
7a
Did the organization have members, stockholders, or other persons who had the power to elect or appoint one or more members of the governing body? ....................
7a
Yes
 
b
Are any governance decisions of the organization reserved to (or subject to approval by) members, stockholders, or persons other than the governing body? ...................
7b
Yes
 
8
Did the organization contemporaneously document the meetings held or written actions undertaken during the year by the following:
a
The governing body? .......................
8a
Yes
 
b
Each committee with authority to act on behalf of the governing body? ............
8b
Yes
 
9
Is there any officer, director, trustee, or key employee listed in Part VII, Section A, who cannot be reached at the organization’s mailing address? If "Yes," provide the names and addresses in Schedule O.......
9
 
No
Section B. Policies (This Section B requests information about policies not required by the Internal Revenue Code.)
Yes
No
10a
Did the organization have local chapters, branches, or affiliates? ............
10a
 
No
b
If "Yes," did the organization have written policies and procedures governing the activities of such chapters, affiliates, and branches to ensure their operations are consistent with the organization's exempt purposes?
10b
 
 
11a
Has the organization provided a complete copy of this Form 990 to all members of its governing body before filing the form? ............................
11a
Yes
 
b
Describe in Schedule O the process, if any, used by the organization to review this Form 990. .....
12a
Did the organization have a written conflict of interest policy? If "No," go to line 13.......
12a
Yes
 
b
Were officers, directors, or trustees, and key employees required to disclose annually interests that could give rise to conflicts? ..........................
12b
Yes
 
c
Did the organization regularly and consistently monitor and enforce compliance with the policy? If "Yes," describe in Schedule O how this was done...................
12c
Yes
 
13
Did the organization have a written whistleblower policy? ...............
13
Yes
 
14
Did the organization have a written document retention and destruction policy? .........
14
Yes
 
15
Did the process for determining compensation of the following persons include a review and approval by independent persons, comparability data, and contemporaneous substantiation of the deliberation and decision?
a
The organization’s CEO, Executive Director, or top management official ...........
15a
Yes
 
b
Other officers or key employees of the organization ................
15b
Yes
 
If "Yes" to line 15a or 15b, describe the process in Schedule O (see instructions).
16a
Did the organization invest in, contribute assets to, or participate in a joint venture or similar arrangement with a taxable entity during the year? ......................
16a
 
No
b
If "Yes," did the organization follow a written policy or procedure requiring the organization to evaluate its participation in joint venture arrangements under applicable federal tax law, and take steps to safeguard the organization’s exempt status with respect to such arrangements? ............
16b
 
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
PA
18
Section 6104 requires an organization to make its Form 1023 (or 1024 if applicable), 990, and 990-T (501(c)(3)s only) available for public inspection. Indicate how you made these available. Check all that apply.
19
Describe in Schedule O whether (and if so, how) the organization made its governing documents, conflict of interest policy, and financial statements available to the public during the tax year.
20
State the name, address, and telephone number of the person who possesses the organization's books and records:
MediumBulletMICHAEL B WALSH1200 OLD YORK ROAD   ABINGTON,PA19001 (215) 481-2851
Form 990 (2015)
Form 990 (2015)
Page 7
Part VII
Compensation of Officers, Directors,Trustees, Key Employees, Highest Compensated Employees, and Independent Contractors
Check if Schedule O contains a response or note to any line in this Part VII ..............
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees
1a Complete this table for all persons required to be listed. Report compensation for the calendar year ending with or within the organization’s tax year.
RoundBullet List all of the organization’s current officers, directors, trustees (whether individuals or organizations), regardless of amount
of compensation. Enter -0- in columns (D), (E), and (F) if no compensation was paid.

RoundBullet List all of the organization’s current key employees, if any. See instructions for definition of "key employee."
RoundBullet List the organization’s five current highest compensated employees (other than an officer, director, trustee or key employee)
who received reportable compensation (Box 5 of Form W-2 and/or Box 7 of Form 1099-MISC) of more than $100,000 from the
organization and any related organizations.

RoundBullet List all of the organization’s former officers, key employees, or highest compensated employees who received more than $100,000
of reportable compensation from the organization and any related organizations.

RoundBullet List all of the organization’s former directors or trustees that received, in the capacity as a former director or trustee of the
organization, more than $10,000 of reportable compensation from the organization and any related organizations.

List persons in the following order: individual trustees or directors; institutional trustees; officers; key employees; highest
compensated employees; and former such persons.
Check this box if neither the organization nor any related organization compensated any current officer, director, or trustee.
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(1) BRUCE ENTWISLE......................................................................
CHAIRMAN - TRUSTEE
5.0
.................
0.0
X   X       0 0 0
(2) REEVES MILLER......................................................................
SECRETARY - TRUSTEE
5.0
.................
0.0
X   X       0 0 0
(3) KRISTA BUERGER......................................................................
TREASURER - TRUSTEE
5.0
.................
0.0
X   X       0 0 0
(4) STEVEN BARRER MD......................................................................
TRUSTEE - PRES. MED. STAFF
55.0
.................
0.0
X           0 764,961 35,477
(5) EDITH R DIXON......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
(6) GEORGE T DOWNS III......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
(7) JEAN FITZPATRICK PHD......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
(8) JOHN J KELLY MD......................................................................
TRUSTEE - CHIEF OF STAFF
55.0
.................
0.0
X   X       0 825,808 117,010
(9) H LEWIS KLEIN......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
(10) RICHARD KRAUSS......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
(11) LINDA MANFREDONIA ESQ......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
(12) MARGARET M MCGOLDRICK......................................................................
TRUSTEE - PRESIDENT, AMH/LHC
55.0
.................
0.0
X   X       0 926,890 194,250
(13) LAURENCE M MERLIS......................................................................
TRUSTEE - CEO, AH
55.0
.................
0.0
X   X       0 1,575,084 494,946
(14) NEAL PEARLSTINE ESQ......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
(15) FREDERICK PENNEKAMP......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
(16) ROBERT PETERMAN......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
(17) DONALD PIZER......................................................................
TRUSTEE
2.0
.................
0.0
X           0 0 0
Form 990 (2015)
Form 990 (2015)
Page 8
Part VII
Section A. Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees (continued)
(A)
Name and Title
(B)
Average hours per week (list any hours for related organizations below dotted line)
(C)
Position (do not check more than one box, unless person is both an officer and a director/trustee)
(D)
Reportable compensation from the organization (W- 2/1099-MISC)
(E)
Reportable compensation from related organizations (W- 2/1099-MISC)
(F)
Estimated amount of other compensation from the organization and related organizations
Individual Trustee or Director; Institutional Trustee; OfficerInd; Key Employee; Highest compensated employee; FormerOfcrDirectorTrusteeInd;
(18) ROBERT J RIETHMILLER JR........................................................................
TRUSTEE
2.0
.......................0.0
X           0 0 0
(19) JEREMY A ROSENAU........................................................................
TRUSTEE
2.0
.......................0.0
X           0 0 0
(20) HERBERT SACHS........................................................................
TRUSTEE
2.0
.......................0.0
X           0 0 0
(21) MICHAEL SCULLY........................................................................
TRUSTEE
2.0
.......................0.0
X           0 0 0
(22) STANLEY A SINGER........................................................................
TRUSTEE
2.0
.......................0.0
X           0 0 0
(23) RICHARD SNYDER MD........................................................................
TRUSTEE
2.0
.......................0.0
X           0 3,333 0
(24) MARY ANN WATSON........................................................................
TRUSTEE
2.0
.......................0.0
X           0 0 0
(25) ROBERT W WHITE........................................................................
TRUSTEE
2.0
.......................0.0
X           0 0 0
(26) LISA BINDER........................................................................
TRUSTEE (7/1/15-11/30/15)
2.0
.......................0.0
X           0 0 0
(27) BUCKY CLARK EDD........................................................................
TRUSTEE (7/1/15-9/29/15)
2.0
.......................0.0
X           0 0 0
(28) SUSAN TRESSIDER........................................................................
TRUSTEE (7/1/15-3/14/16)
2.0
.......................0.0
X           0 0 0
(29) MICHAEL B WALSH........................................................................
SR VP; FINANCE/CFO
55.0
.......................0.0
    X       0 914,856 200,512
(30) JILL G KYLE........................................................................
SR VP; REGIONAL ADVANCEMENT
55.0
.......................0.0
    X       0 375,988 75,348
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 0 5,386,920 1,117,543
2
Total number of individuals (including but not limited to those listed above) who received more than $100,000 of reportable compensation from the organization MediumBullet0
Yes
No
3
Did the organization list any former officer, director or trustee, key employee, or highest compensated employee on line 1a? If "Yes," complete Schedule J for such individual ..............
3
 
No
4
For any individual listed on line 1a, is the sum of reportable compensation and other compensation from the organization and related organizations greater than $150,000? If "Yes," complete Schedule J for such
individual
...........................
4
Yes
 
5
Did any person listed on line 1a receive or accrue compensation from any unrelated organization or individual for services rendered to the organization? If "Yes," complete Schedule J for such person ........
5
 
No
Section B. Independent Contractors
1
Complete this table for your five highest compensated independent contractors that received more than $100,000 of compensation from the organization. Report compensation for the calendar year ending with or within the organization’s tax year.
(A)
Name and business address
(B)
Description of services
(C)
Compensation
WESTERN ASSET MANAGEMENT,
620 8TH AVENUE 50TH FLOOR
NEW YORK,NY10018
INVESTMENT MGMT. 315,401
MERGANSER CAPITAL MANAGEMENT LLC,
99 HIGH STREET
BOSTON,MA02110
INVESTMENT MGMT. 230,446
STATE STREET GLOBAL ADVISORS,
PO BOX 5488
BOSTON,MA02206
INVESTMENT MGMT. 104,855
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet3
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue
(B)
Related or
exempt
function
revenue
(C)
Unrelated
business
revenue
(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a  
b Membership dues..1b  
c Fundraising events..1c 680,101
d Related organizations1d  
e Government grants (contributions)1e  
f All other contributions, gifts, grants, and similar amounts not included above1f 15,237,931
g Noncash contributions included in lines 1a-1f:$ 2,070,875
h Total.Add lines 1a-1f.......MediumBullet 15,918,032
 Program Service RevenueAmt Business Code
2a
b
c
d
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 0
 OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 17,068,228     17,068,228
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents    
b Less: rental expenses    
c Rental income or (loss) 0 0
d Net rental income or (loss)......MediumBullet 0      
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory    
b Less: cost or other basis and sales expenses    
c Gain or (loss)    
d Net gain or (loss).....MediumBullet 0      
8a Gross income from fundraising events (not including $ 680,101of contributions reported on line 1c). See Part IV, line 18 ....
a 490,701
b Less: direct expenses ...b 490,701
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a 20,633
b Less: direct expenses ...b 1,200
c Net income or (loss) from gaming activities..MediumBullet 19,433     19,433
10a Gross sales of inventory, less
returns and allowances ..
a  
b Less: cost of goods sold ..b  
c Net income or (loss) from sales of inventory..MediumBullet 0      
Business Code Miscellaneous Revenue
11a VENDING INCOME 722511 255,285     255,285
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 255,285
12 Total revenue. See Instructions......MediumBullet 33,260,978     17,342,946
Form 990 (2015)
Form 990 (2015)
Page 10
Part IX
Statement of Functional Expenses
Section 501(c)(3) and 501(c)(4) organizations must complete all columns. All other organizations must complete column (A).Check if Schedule O contains a response or note to any line in this Part IX ..............
Do not include amounts reported on lines 6b,
7b, 8b, 9b, and 10b of Part VIII.
(A)
Total expenses
(B)
Program service expenses
(C)
Management and general expenses
(D)
Fundraising expenses
1 Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 11,544,417 11,544,417
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 50,501 50,501
3 Grants and other assistance to governments, organizations, and individuals outside the United States. See Part IV, lines 15 and 16 0  
4 Benefits paid to or for members 0  
5 Compensation of current officers, directors, trustees, and key employees .... 0      
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 0      
7 Other salaries and wages 0      
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 0      
9 Other employee benefits ....... 0      
10 Payroll taxes ........... 0      
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 0      
c Accounting ........... 12,000 10,800 1,200  
d Lobbying ........... 0      
e Professional fundraising services. See Part IV, line 17 85,431 85,431
f Investment management fees ...... 749,172 674,255 74,917  
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 0      
12 Advertising and promotion .... 0      
13 Office expenses ....... 1,967 1,770 197  
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 0      
17 Travel ............ 0      
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 0      
20 Interest ........... 0      
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 0      
23 Insurance ... 24,875 22,388 2,487  
24 Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a PURCHASED SERVICES 131,848 118,664 13,184  
b
c
d
e All other expenses        
25 Total functional expenses. Add lines 1 through 24e 12,600,211 12,422,795 91,985 85,431
26 Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here MediumBullet if following SOP 98-2 (ASC 958-720).        
Form 990 (2015)
Form 990 (2015)
Page 11
Part X
Balance Sheet
Check if Schedule O contains a response or note to any line in this Part IX ..............
(A)
Beginning of year
(B)
End of year
Assets 1 Cash–non-interest-bearing ........ 0 1 0
2 Savings and temporary cash investments ......... 24,228 2 24,311
3 Pledges and grants receivable, net ...... 10,238,767 3 14,128,155
4 Accounts receivable, net ............. 0 4 0
5 Loans and other receivables from current and former officers, directors, trustees, key employees, and highest compensated employees. Complete Part II of Schedule L
0 5 0
6 Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), persons described in section 4958(c)(3)(B), and contributing employers and sponsoring organizations of section 501(c)(9) voluntary employees' beneficiary organizations (see instructions) Complete Part II of Schedule L
0 6 0
7 Notes and loans receivable, net .... 0 7 0
8 Inventories for sale or use ........ 0 8 0
9 Prepaid expenses and deferred charges ...... 0 9 0
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a  
b Less: accumulated depreciation 10b   0 10c  
11 Investments—publicly traded securities . 0 11 0
12 Investments—other securities. See Part IV, line 11 ..... 0 12 0
13 Investments—program-related. See Part IV, line 11 .. 733,046,014 13 732,334,853
14 Intangible assets ............... 0 14 0
15 Other assets. See Part IV, line 11 ........... 367,635 15 470,093
16 Total assets. Add lines 1 through 15 (must equal line 34)... 743,676,644 16 746,957,412
Liabilities 17 Accounts payable and accrued expenses ..... 201,485 17 183,554
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 0 19 0
20 Tax-exempt bond liabilities ......... 0 20 0
21 Escrow or custodial account liability. Complete Part IV of Schedule D 0 21 0
22 Loans and other payables to current and former officers, directors, trustees, key employees, highest compensated employees, and disqualified
persons. Complete Part II of Schedule L.. 0 22 0
23 Secured mortgages and notes payable to unrelated third parties .. 0 23 0
24 Unsecured notes and loans payable to unrelated third parties .. 0 24 0
25 Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17-24). Complete Part X of Schedule D 20,221,789 25 15,151,346
26 Total liabilities. Add lines 17 through 25.. 20,423,274 26 15,334,900
Net Assets or Fund Balance Organizations that follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 27 through 29, and lines 33 and 34.
27 Unrestricted net assets 625,488,684 27 633,481,176
28 Temporarily restricted net assets ........... 67,824,454 28 67,500,159
29 Permanently restricted net assets 29,940,232 29 30,641,177
Organizations that do not follow SFAS 117 (ASC 958), check here MediumBullet and complete lines 30 through 34.
30 Capital stock or trust principal, or current funds .....   30  
31 Paid-in or capital surplus, or land, building or equipment fund ...   31  
32 Retained earnings, endowment, accumulated income, or other funds   32  
33 Total net assets or fund balances ........... 723,253,370 33 731,622,512
34 Total liabilities and net assets/fund balances ........ 743,676,644 34 746,957,412
Form 990 (2015)
Form 990 (2015)
Page 12
Part XI
Reconcilliation of Net Assets
Check if Schedule O contains a response or note to any line in this Part XI ..............
1
Total revenue (must equal Part VIII, column (A), line 12) ............
1
33,260,978
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
12,600,211
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
20,660,767
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
723,253,370
5
Net unrealized gains (losses) on investments ...............
5
-9,107,461
6
Donated services and use of facilities .................
6
 
7
Investment expenses .....................
7
 
8
Prior period adjustments .....................
8
 
9
Other changes in net assets or fund balances (explain in Schedule O) ........
9
-3,184,164
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
731,622,512
Part XII
Financial Statements and Reporting
Check if Schedule O contains a response or note to any line in this Part XII .............
Yes
No
1
Accounting method used to prepare the Form 990:  
If the organization changed its method of accounting from a prior year or checked "Other," explain in
Schedule O.
2a
Were the organization’s financial statements compiled or reviewed by an independent accountant?
2a
 
No
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were compiled or reviewed on a separate basis, consolidated basis, or both:
b
Were the organization’s financial statements audited by an independent accountant?
2b
Yes
 
If ‘Yes,’ check a box below to indicate whether the financial statements for the year were audited on a separate basis, consolidated basis, or both:
c
If "Yes," to line 2a or 2b, does the organization have a committee that assumes responsibility for oversight of the audit, review, or compilation of its financial statements and selection of an independent accountant?
2c
Yes
 
If the organization changed either its oversight process or selection process during the tax year, explain in Schedule O.
3a
As a result of a federal award, was the organization required to undergo an audit or audits as set forth in the Single Audit Act and OMB Circular A-133?
3a
Yes
 
b
If "Yes," did the organization undergo the required audit or audits? If the organization did not undergo the required audit or audits, explain why in Schedule O and describe any steps taken to undergo such audits.
3b
Yes
 
Form 990 (2015)
Form 990 (2015)
Additional Data


Software ID:  
Software Version:  
Form 990, Special Condition Description:
Special Condition Description
SCHEDULE A
(Form 990 or 990EZ)

Department of the Treasury
Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow Attach to Form 990 or Form 990-EZ.
right arrow Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Reason for Public Charity Status (All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4


5
6
7
8
9
10
11
a
b
c
d
e
f
Enter the number of supported organizations ..............  

g
Provide the following information about the supported organization(s).
(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      

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization fails to qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (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
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (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..           0
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
12
12
2,422,191
13
First five years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here........................................right arrow
Section C. Computation of Public Support Percentage
14
14
40.829 %
15
15
36.129 %
16a
b
17a
b
18
Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 9 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in) right arrow (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.)  
Section B. Total Support
Calendar year (or fiscal year beginning in) right arrow (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.)..            
14
Section C. Computation of Public Support Percentage
15
15
 
16
16
 
Section D. Computation of Investment Income Percentage
17
17
 
18
18
 
19a
b
20
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 4
Part IV
Supporting Organizations
(Complete only if you checked a box on line 11 of Part I. If you checked 11a of Part I, complete Sections A and B. If you checked 11b of Part I, complete Sections A and C. If you checked 11c of Part I, complete Sections A, D, and E. If you checked 11d of Part I, complete Sections A and D, and complete Part V.)
Section A. All Supporting Organizations
Yes
No
1
Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.
1
 
 
2
Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).
2
 
 
3a
Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer (b) and (c) below.
3a
 
 
b
Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.
3b
 
 
c
Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.
3c
 
 
4a
Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked 11a or 11b in Part I, answer (b) and (c) below.
4a
 
 
b
Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.
4b
 
 
c
Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.
4c
 
 
5a
Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer (b) and (c) below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).
5a
 
 
b
Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?
5b
 
 
c
Substitutions only. Was the substitution the result of an event beyond the organization's control?
5c
 
 
6
Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.
6
 
 
7
Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ) .
7
 
 
8
Did the organization make a loan to a disqualified person (as defined in section 4958) not described in line 7? If “Yes,” complete Part I of Schedule L (Form 990 or 990-EZ).
8
 
 
9a
Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.
9a
 
 
b
Did one or more disqualified persons (as defined in line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.
9b
 
 
c
Did a disqualified person (as defined in line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.
9c
 
 
10a
Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.
10a
 
 
b
Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).
10b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 5
Part IV
Supporting Organizations (continued)
Yes
No
11
Has the organization accepted a gift or contribution from any of the following persons?
a
A person who directly or indirectly controls, either alone or together with persons described in (b) and (c) below, the governing body of a supported organization?
11a
 
 
b
A family member of a person described in (a) above?
11b
 
 
c
A 35% controlled entity of a person described in (a) or (b) above? If “Yes” to a, b, or c, provide detail in Part VI.
11c
 
 
Section B. Type I Supporting Organizations
Yes
No
1
Did the directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.
1
 
 
2
Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.
2
 
 
Section C. Type II Supporting Organizations
Yes
No
1
Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).
1
 
 
Section D. All Type III Supporting Organizations
Yes
No
1
Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?
1
 
 
2
Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).
2
 
 
3
By reason of the relationship described in (2), did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.
3
 
 
Section E. Type III Functionally-Integrated Supporting Organizations
1
Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):
a
b
c
2
Activities Test. Answer (a) and (b) below.
Yes
No
a
Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.
2a
 
 
b
Did the activities described in (a) constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.
2b
 
 
3
Parent of Supported Organizations. Answer (a) and (b) below.
a
Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations? Provide details in Part VI.
3a
 
 
b
Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.
3b
 
 
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 6
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations
1
Section A - Adjusted Net Income (A) Prior Year (B) Current Year
(optional)
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):  
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  
7
Schedule A (Form 990 or 990-EZ) 2015

Schedule A (Form 990 or 990-EZ) 2015
Page 7
Part V
Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations (continued)
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
 
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
 
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
 
2 Underdistributions, if any, for years prior to 2015
(reasonable cause required--see instructions)
 
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)
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)
 
6 Remaining underdistributions for 2015. Subtract
lines 3h and 4b from line 1 (if amount greater than
zero, see instructions)
 
7 Excess distributions carryover to 2016. Add lines
3j and 4c.
 
8 Breakdown of line 7:
a
b
c Excess from 2013.......  
d From 2014.......  
e From 2015.......  
Schedule A (Form 990 or 990-EZ) (2015)

Schedule A (Form 990 or 990-EZ) 2015
Page 8
Part VI
Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
 
Return Reference Explanation
Schedule A (Form 990 or 990-EZ) 2015


Additional Data


Software ID:  
Software Version:  
Schedule B
(Form 990, 990-EZ,
or 990-PF)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors
Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ





Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015) Page 2
Name of organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number
23-2188052
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
RESTRICTED
 
 

   
 
 
  ,    

$ RESTRICTED


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
 
 
 

   
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 3
Name of organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
(a)
No.from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(see instructions)
(d)
Date received
 
$    
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)
Page 4
Name of organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No.from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990, 990-EZ, or 990-PF) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE D
(Form 990)
Department of the Treasury
Internal Revenue Service
Supplemental Financial Statements
SchDMd Bullet Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
SchDMd Bullet Attach to Form 990.
Information about Schedule D (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.
(a) Donor advised funds (b) Funds and other accounts
1 Total number at end of year ....    
2 Aggregate value of contributions to (during year)    
3 Aggregate value of grants from (during year)    
4 Aggregate value at end of year ....    
5
Did the organization inform all donors and donor advisors in writing that the assets held in donor advised
funds are the organization's property, subject to the organization's exclusive legal control? ...........
6
Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be
used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ............................
Part II
Conservation Easements. Complete if the organization answered "Yes" on Form 990, Part IV, line 7.
1
Purpose(s) of conservation easements held by the organization (check all that apply).
2
Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.
Held at the End of the Year
a Total number of conservation easements ...................... 2a  
b Total acreage restricted by conservation easements .................... 2b  
c Number of conservation easements on a certified historic structure included in (a) ..... 2c  
d Number of conservation easements included in (c) acquired after 8/17/06, and not on a historic structure listed in the National Register ... 2d  
3
Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year SchDMd Bullet  
4
Number of states where property subject to conservation easement is located SchDMd Bullet  
5
Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............
6
Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet  
7
Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
SchDMd Bullet $  
8
Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................
9
In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.
1a
If the organization elected, as permitted under SFAS 116 (ASC 958), not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.
b
If the organization elected, as permitted under SFAS 116 (ASC 958), to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:
(i)
Revenue included on Form 990, Part VIII, line 1 .........................SchDMd Bullet $  
(ii)
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
2
If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under SFAS 116 (ASC 958) relating to these items:
a
Revenue included on Form 990, Part VIII, line 1 ..........................SchDMd Bullet $  
b
Assets included in Form 990, Part X ...............................SchDMd Bullet $  
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 52283D
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 2
Part III
Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)
3
Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):
a
d
b
e
 
c
4
Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.
5
During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...
Part IV
Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.
1a
Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................
b If "Yes," explain the arrangement in Part XIII and complete the following table: Amount
c Beginning balance ............................. 1c  
d Additions during the year ............................ 1d  
e Distributions during the year .......................... 1e  
f Ending balance ................................ 1f  
2a
Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability?
b
If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ........
Part V
Endowment Funds. Complete if the organization answered "Yes" on Form 990, Part IV, line 10.
(a)Current year (b)Prior year (c)Two years back (d)Three years back (e)Four years back
1a Beginning of year balance .... 29,940,232 29,528,363 28,188,526 28,079,642 19,500,155
b Contributions ... 700,945 411,869 1,339,837 108,884 8,579,487
c Net investment earnings, gains, and losses          
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ...
         
f Administrative expenses ....          
g End of year balance ...... 30,641,177 29,940,232 29,528,363 28,188,526 28,079,642
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet  
b
Permanent endowment SchDMd Bullet100.000 %
c
Temporarily restricted endowment SchDMd Bullet  
The percentages on lines 2a, 2b, and 2c should equal 100%.
3a
Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes
No
(i) unrelated organizations .................
3a(i)
 
No
(ii) related organizations .................
3a(ii)
 
No
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
 
 
4
Describe in Part XIII the intended uses of the organization's endowment funds.
Part VI
Land, Buildings, and Equipment.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.
Description of property (a) Cost or other basis
(investment)
(b)Cost or other basis (other) (c) Accumulated depreciation (d) Book value
1a Land ...      
b Buildings        
c Leasehold improvements        
d Equipment ...        
e Other ...        
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet  
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 3
Part VII
Investments—Other Securities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.
(a) Description of security or category
(including name of security)
(b)Book value (c)Method of valuation:
Cost or end-of-year market value
(1)Financial derivatives    
(2)Closely-held equity interests    
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet  
Part VIII
Investments—Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.
(a) Description of investment (b) Book value (c) Method of valuation:
Cost or end-of-year market value
(1)CASH & CASH EQUIVALENTS 12,193,204 F
(2)FIXED INCOME SECURITIES 164,843,745 F
(3)UNREGISTER FIXED INCOME 120,704,434 F
(4)MUTUAL FUNDS 336,129,738 F
(5)UNREGISTER MUTUAL FUNDS 91,286,771 F
(6)PERPETUAL TRUSTS 7,176,961 F
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet 732,334,853
Part IX
Other Assets. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.
(a) Description (b) Book value
(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet  
Part X
Other Liabilities. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.
1.(a) Description of liability (b) Book value
(1) Federal income taxes 0
LIFE INCOME ANNUITY 10,710,999
DUE TO AFFILIATES 4,440,347
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 15,151,346
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII
Schedule D (Form 990) 2015

Schedule D (Form 990) 2015
Page 4
Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total revenue, gains, and other support per audited financial statements ....... 1  
2 Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a Net unrealized gains (losses) on investments .... 2a  
b Donated services and use of facilities ......... 2b  
c Recoveries of prior year grants ........... 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d ..................... 2e  
3 Subtract line 2e from line 1.................. 3  
4 Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b . 4a  
b Other (Describe in Part XIII.) ........... 4b  
c Add lines 4a and 4b.................... 4c  
5 Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ...... 5  
Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1 Total expenses and losses per audited financial statements ........... 1  
2 Amounts included on line 1 but not on Form 990, Part IX, line 25:
a Donated services and use of facilities ......... 2a  
b Prior year adjustments ............ 2b  
c Other losses ................ 2c  
d Other (Describe in Part XIII.) ............ 2d  
e Add lines 2a through 2d.................... 2e  
3 Subtract line 2e from line 1................... 3  
4 Amounts included on Form 990, Part IX, line 25, but not on line 1:
a Investment expenses not included on Form 990, Part VIII, line 7b .. 4a  
b Other (Describe in Part XIII.) ............ 4b  
c Add lines 4a and 4b..................... 4c  
5 Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ...... 5  

Part XIII
Supplemental Information
Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b;
Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.
Return Reference Explanation
SCHEDULE D, PART V, QUESTION 4  
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE G (Form 990 or 990-EZ)
Department of the Treasury
Internal Revenue Service
Supplemental Information Regarding
Fundraising or Gaming Activities
Complete if the organization answered "Yes" on Form 990, Part IV, lines 17, 18, or 19, or if the organization entered more than $15,000 on Form 990-EZ, line 6a. right arrowAttach to Form 990 or Form 990-EZ.
right arrowInformation about Schedule G (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Fundraising Activities. Complete if the organization answered "Yes" on Form 990, Part IV, line 17.
Form 990-EZ filers are not required to complete this part.
1
Indicate whether the organization raised funds through any of the following activities. Check all that apply.
a e
b f
c g
d
2a
Did the organization have a written or oral agreement with any individual (including officers, directors, trustees
or key employees listed in Form 990, Part VII) or entity in connection with professional fundraising services?
b
If "Yes," list the ten highest paid individuals or entities (fundraisers) pursuant to agreements under which the fundraiser is
to be compensated at least $5,000 by the organization.


(i) Name and address of individual
or entity (fundraiser)
(ii) Activity (iii) Did fundraiser have custody or control of contributions? (iv) Gross receipts
from activity
(v) Amount paid to
(or retained by)
fundraiser listed in
col. (i)
(vi) Amount paid to
(or retained by)
organization
Yes No
DAVID SANDERS COMMUN
124 FITZWATER STREET
 
PHILADELPHIA, PA19147
CAMPAIGN PLAN   No   36,230  
DONNA FINK
28 GERALD AVENUE
 
FEASTERVILLE, PA19053
PHILAN. CONSULTING   No   11,500  
GOBEL GROUP
2 STATE STREET 805
 
ROCHESTER, NY14614
PHILAN. CONSULTING   No   13,717  
SCHULTZ AND WILLIAMS INC
325 CHESTNUT STREET
 
PHILADELPHIA, PA19106
CAMPAIGN PLAN   No   15,164  
             
             
             
             
             
             
Total . . . . . . . . . . . . . . . . . . . . right arrow   76,611  
3
List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.
PA
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 50083H
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 2
Part II
Fundraising Events. Complete if the organization answered "Yes" on Form 990, Part IV, line 18, or reported more than $15,000 of fundraising event contributions and gross income on Form 990-EZ, lines 1 and 6b. List events with gross receipts greater than $5,000.




VerticalRevenue
(a) Event #1

JF VILLAGE FAIR
(event type)
(b) Event #2

GALA
(event type)
(c) Other events

17
(total number)
(d) Total events
(add col. (a) through col. (c))

1

Gross receipts . . . . .

386,900

308,301

475,601

1,170,802

2

Less: Contributions . . . .

174,532

215,615

289,954

680,101
3 Gross income (line 1 minus
line 2) . . . . . .

212,368

92,686

185,647

490,701



VerticalDirectExpenses
4 Cash prizes . . . . .     12,035 12,035
5 Noncash prizes . . . .     5,910 5,910
6 Rent/facility costs . . . . 105,283 62,805 41,616 209,704
7 Food and beverages . . . 40,705   13,193 53,898
8 Entertainment . . . . 12,340 9,300 3,350 24,990
9 Other direct expenses . . . 54,040 20,581 109,543 184,164
10 Direct expense summary. Add lines 4 through 9 in column (d) . . . . . . . . . . right arrow 490,701
11 Net income summary. Subtract line 10 from line 3, column (d). . . . . . . . . . right arrow  
Part III
Gaming. Complete if the organization answered "Yes" on Form 990, Part IV, line 19, or reported more than $15,000 on Form 990-EZ, line 6a.
VerticalRevenue
(a) Bingo (b) Pull tabs/Instant
bingo/progressive bingo
(c) Other gaming (d) Total gaming (add col.(a) through col.(c))

1

Gross revenue . . . . .

 

 

20,633

20,633
VerticalDirectExpenses

2

Cash prizes . . . . .

 

 

 

 

3

Noncash prizes . . . .

 

 

 

 

4

Rent/facility costs . . . .

 

 

 

 

5

Other direct expenses . . .

54,040

20,581

109,543

184,164


6


Volunteer labor . . . .
%
%
100.000 %


7

Direct expense summary. Add lines 2 through 5 in column (d) . . . . . . . . . . right arrow

1,200

8

Net gaming income summary. Subtract line 7 from line 1, column (d). . . . . . . . . right arrow

19,433

9
Enter the state(s) in which the organization conducts gaming activities: PA
a
Is the organization licensed to conduct gaming activities in each of these states? . . . . . . . .
b
If "No," explain:
 
10a
Were any of the organization's gaming licenses revoked, suspended or terminated during the tax year? . . .
b
If "Yes," explain:
 
Schedule G (Form 990 or 990-EZ) 2015
Schedule G (Form 990 or 990-EZ) 2015
Page 3
11
Does the organization conduct gaming activities with nonmembers? . . . . . . . . . . .
12
Is the organization a grantor, beneficiary or trustee of a trust or a member of a partnership or other entity
formed to administer charitable gaming? . . . . . . . . . . . . . . . . .
13
Indicate the percentage of gaming activity conducted in:
a
The organization's facility . . . . . . . . . . . . . . . . . .
13a
%
b
An outside facility . . . . . . . . . . . . . . . . . . . .
13b
100.000 %
14
Enter the name and address of the person who prepares the organization's gaming/special events books and records:
Name right arrow
ABINGTON HEALTH FINANCE PERSONNEL
Address right arrow
1200 OLD YORK ROAD
ABINGTON,PA19001
15a
Does the organization have a contract with a third party from whom the organization receives gaming
revenue? . . . . . . . . . . . . . . . . . . . . . . . .
b
If "Yes," enter the amount of gaming revenue received by the organization right arrow $   and the
amount of gaming revenue retained by the third party right arrow $   .
c
If "Yes," enter name and address of the third party:
Name right arrow
Address right arrow
 
 
16
Gaming manager information:
Name right arrow
ABINGTON HEALTH FINANCE PERSONNEL
Gaming manager compensation right arrow $  
Description of services provided right arrow
HANDLE DAY TO DAY OPERATIONS OF RAFFLE
17
Mandatory distributions:
a
Is the organization required under state law to make charitable distributions from the gaming proceeds to
retain the state gaming license? . . . . . . . . . . . . . . . . . . .
b
Enter the amount of distributions required under state law distributed to other exempt organizations or spent
in the organization's own exempt activities during the tax year right arrow$  
Part IV
Supplemental Information. Provide the explanations required by Part I, line 2b, columns (iii) and (v); and Part III, lines 9, 9b, 10b, 15b, 15c, 16, and 17b, as applicable. Also complete this part to provide any additional information (see instructions).
Return Reference Explanation
SCHEDULE G, PART III, QUESTION 16 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"). THIS ORGANIZATION ITSELF HAS NO PAID PERSONNEL RECEIVING COMPENSATION DIRECTLY FROM THIS ORGANIZATION. RATHER, ABINGTON HEALTH FINANCE PERSONNEL ARE EMPLOYED BY AMH.
Schedule G (Form 990 or 990-EZ) 2015
Additional Data


Software ID:  
Software Version:  
Schedule I
(Form 990)
Department of the Treasury
Internal Revenue Service
Grants and Other Assistance to Organizations,
Governments and Individuals in the United States
Complete if the organization answered "Yes," on Form 990, Part IV, line 21 or 22.
lBullet Attach to Form 990.
lBullet Information about Schedule I (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number
23-2188052
Part I
General Information on Grants and Assistance
1
Does the organization maintain records to substantiate the amount of the grants or assistance, the grantees' eligibility for the grants or assistance, and
the selection criteria used to award the grants or assistance? ........................
2
Describe in Part IV the organization's procedures for monitoring the use of grant funds in the United States.
Part II
Grants and Other Assistance to Domestic Organizations and Domestic Governments. Complete if the organization answered "Yes" on Form 990, Part IV, line 21, for any recipient
that received more than $5,000. Part II can be duplicated if additional space is needed.
(a) Name and address of organization
or government
(b) EIN (c) IRC section
if applicable
(d) Amount of cash grant (e) Amount of non-cash
assistance
(f) Method of valuation
(book, FMV, appraisal,
other)
(g) Description of
non-cash assistance
(h) Purpose of grant
or assistance
(1) ABINGTON MEMORIAL HOSPITAL
1200 OLD YORK ROAD
ABINGTON,PA19001
23-1352152 501(C)(3) 11,225,019       GENERAL SUPPORT
(2) LANSDALE HOSPITAL CORPORATION
100 MEDICAL CAMPUS DRIVE
LANSDALE,PA19446
26-3359979 501(C)(3) 319,398       GENERAL SUPPORT
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
2
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
0
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50055P
Schedule I (Form 990) 2015

Schedule I (Form 990) 2015
Page 2
Part III
Grants and Other Assistance to Domestic Individuals. Complete if the organization answered "Yes" on Form 990, Part IV, line 22.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Number of
recipients
(c) Amount of
cash grant
(d) Amount of
non-cash assistance
(e) Method of valuation (book,
FMV, appraisal, other)
(f) Description of non-cash assistance
(1) EDUCATIONAL SCHOLARSHIPS 113 50,501   FMV  
(1)
(2)
(3)
(4)
(5)
(6)
(7)
Part IV
Supplemental Information. Provide the information required in Part I, line 2, Part III, column (b), and any other additional information.
Return Reference Explanation
SCHEDULE I, PART I, QUESTION 2 GRANTS ARE MONITORED BY THE ORGANIZATION'S FINANCE PERSONNEL THROUGH THE UTILIZATION OF COST CENTERS AND OTHER INFORMATION; INCLUDING WRITTEN DOCUMENTATION AND RECEIPTS.
Schedule I (Form 990) 2015



Additional Data


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Software Version:  


Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
SchJMediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
SchJMediumBullet Attach to Form 990.
SchJMediumBullet Information about Schedule J (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
b
If any of the boxes in line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .........
1b
 
 
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked in line 1a? ..
2
 
 
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment? ................
4a
 
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........
4b
Yes
 
c
Participate in, or receive payment from, an equity-based compensation arrangement? .........
4c
 
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization? ...........................
5a
 
No
b
Any related organization?
5b
 
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
6a
 
No
b
Any related organization? .........................
6b
 
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any non-fixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............
7
Yes
 
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III .............................
8
 
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................
9
 
 
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A) Name and Title (B) Breakdown of W-2 and/or 1099-MISC compensation (C) Retirement and other deferred compensation (D) Nontaxable
benefits
(E) Total of columns
(B)(i)-(D)
(F) Compensation in column(B) reported as deferred on prior Form 990
(i) Base compensation (ii) Bonus & incentive compensation (iii) Other reportable compensation
1STEVEN BARRER MDTRUSTEE - PRES. MED. STAFF (i)

(ii)
0
-------------
764,961
0
-------------
0
0
-------------
0
0
-------------
12,500
0
-------------
22,977
0
-------------
800,438
0
-------------
0
2JOHN J KELLY MDTRUSTEE - CHIEF OF STAFF (i)

(ii)
0
-------------
594,528
0
-------------
199,038
0
-------------
32,242
0
-------------
106,348
0
-------------
10,662
0
-------------
942,818
0
-------------
0
3MARGARET M MCGOLDRICKTRUSTEE - PRESIDENT, AMH/LHC (i)

(ii)
0
-------------
511,753
0
-------------
166,428
0
-------------
248,709
0
-------------
182,771
0
-------------
11,479
0
-------------
1,121,140
0
-------------
220,509
4LAURENCE M MERLISTRUSTEE - CEO, AH (i)

(ii)
0
-------------
958,730
0
-------------
397,740
0
-------------
218,614
0
-------------
487,666
0
-------------
7,280
0
-------------
2,070,030
0
-------------
194,808
5MICHAEL B WALSHSR VP; FINANCE/CFO (i)

(ii)
0
-------------
446,374
0
-------------
233,161
0
-------------
235,321
0
-------------
191,292
0
-------------
9,220
0
-------------
1,115,368
0
-------------
212,530
6JILL G KYLESR VP; REGIONAL ADVANCEMENT (i)

(ii)
0
-------------
241,439
0
-------------
77,457
0
-------------
57,092
0
-------------
66,618
0
-------------
8,730
0
-------------
451,336
0
-------------
55,410
Schedule J (Form 990) 2015

Schedule J (Form 990) 2015
Page 3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference Explanation
PART VII AND SCHEDULE J TAXABLE COMPENSATION REPORTED HEREIN IS DERIVED FROM 2015 FORMS W-2.
SCHEDULE J, PART 1; QUESTION 4B THE AMOUNT REFLECTED IN COLUMN B(III) FOR THE FOLLOWING INDIVIDUALS INCLUDES AMOUNTS RELATED TO PARTICIPATION IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE INDIVIDUAL HAS SATISFIED THE AGE AND YEARS OF SERVICE REQUIREMENTS SPECIFIED BY THE SERP. THE AMOUNTS OUTLINED HEREIN WERE INCLUDED IN EACH INDIVIDUAL'S 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARGARET M. MCGOLDRICK, $181,859; LAURENCE M. MERLIS, $143,730; MICHAEL B. WALSH, $212,530 AND JILL G. KYLE, $37,173. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUALS INCLUDES UNVESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNT IS SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THE INDIVIDUALS MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNTS OUTLINED HEREIN WERE NOT INCLUDED IN EACH INDIVIDUAL'S 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: JOHN J. KELLY, M.D., $63,848; MARGARET M. MCGOLDRICK, $140,271; LAURENCE M. MERLIS, $222,113; MICHAEL B. WALSH, $148,792 AND JILL G. KYLE, $29,546. THE DEFERRED COMPENSATION AMOUNT IN COLUMN C FOR THE FOLLOWING INDIVIDUAL INCLUDES UNVESTED BENEFITS IN AN INTERNAL REVENUE CODE SECTION 457(F) PLAN (NON QUALIFIED DEFERRED COMPENSATION PLAN) WHICH ARE SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. ACCORDINGLY, THIS INDIVIDUAL MAY NEVER ACTUALLY RECEIVE THIS UNVESTED BENEFIT AMOUNT. THE AMOUNT OUTLINED HEREIN WAS NOT INCLUDED IN HIS 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: LAURENCE M. MERLIS, $208,053.
SCHEDULE J, PART I, QUESTION 7 CERTAIN INDIVIDUALS INCLUDED IN SCHEDULE J, PART II RECEIVED A BONUS DURING CALENDAR YEAR 2015 WHICH AMOUNTS WERE INCLUDED IN COLUMN B(II) HEREIN AND IN EACH INDIVIDUAL'S 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. PLEASE REFER TO THIS SECTION OF THE FORM 990, SCHEDULE J FOR THIS INFORMATION BY PERSON BY AMOUNT.
SCHEDULE J, PART II, COLUMN F THE AMOUNT REPORTED IN SCHEDULE J, PART II, COLUMN F FOR THE FOLLOWING INDIVIDUALS INCLUDES VESTED BENEFITS IN A SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN ("SERP") BECAUSE THE AMOUNT WAS NO LONGER SUBJECT TO A SUBSTANTIAL RISK OF COMPLETE FORFEITURE. THESE AMOUNTS WERE TREATED AS TAXABLE INCOME AND REPORTED ON EACH INDIVIDUAL'S 2015 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES: MARGARET M. MCGOLDRICK, $181,859; LAURENCE M. MERLIS, $143,730; MICHAEL B. WALSH, $212,530 AND JILL G. KYLE, $37,173. THESE AMOUNTS WERE REPORTED ON PRIOR YEAR FORMS 990 AS ACCRUED NON-TAXABLE DEFERRED COMPENSATION.
Schedule J (Form 990) 2015
Additional Data


Software ID:  
Software Version:  
SCHEDULE M
(Form 990)


Department of the Treasury
Internal Revenue Service
Noncash Contributions
Right pointing arrow large imageComplete if the organizations answered "Yes" on Form 990, Part IV, lines 29 or 30.
Right pointing arrow large image Attach to Form 990.
Right pointing arrow large imageInformation about Schedule M (Form 990) and its instructions is at www.irs.gov/form990
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Types of Property
(a)
Check if applicable
(b)
Number of contributions or items contributed
(c)
Noncash contribution amounts reported on
Form 990, Part VIII, line 1g
(d)
Method of determining
noncash contribution amounts
1 Art—Works of art ....        
2 Art—Historical treasures .        
3 Art—Fractional interests ..        
4 Books and publications ..      
5 Clothing and household
goods .......
     
6 Cars and other vehicles ..        
7 Boats and planes ....        
8 Intellectual property ...        
9 Securities—Publicly traded . X 34 2,031,206 FMV
10 Securities—Closely held stock .        
11 Securities—Partnership, LLC,
or trust interests ....
       
12 Securities—Miscellaneous ..        
13 Qualified conservation
contribution—Historic
structures .....
       
14 Qualified conservation
contribution—Other ...
       
15 Real estate—Residential .        
16 Real estate—Commercial ..        
17 Real estate—Other ...        
18 Collectibles .....        
19 Food inventory ...        
20 Drugs and medical supplies .        
21 Taxidermy ......        
22 Historical artifacts ....        
23 Scientific specimens ..        
24 Archeological artifacts ...        
25 Other Right pointing arrow large image ( VARIOUS ITEMS ) X 51 39,669 FMV
26 Other Right pointing arrow large image ( )
27 Other Right pointing arrow large image ( )
28 Other Right pointing arrow large image ( )
29
Number of Forms 8283 received by the organization during the tax year for contributions
for which the organization completed Form 8283, Part IV, Donee Acknowledgement
29
 
Yes
No
30a
During the year, did the organization receive by contribution any property reported in Part I, lines 1 through 28, that
it must hold for at least three years from the date of the initial contribution, and which is not required to be used
for exempt purposes for the entire holding period? ..................
30a
 
No
b
If "Yes," describe the arrangement in Part II.
31
Does the organization have a gift acceptance policy that requires the review of any non-standard contributions?
31
Yes
 
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
Yes
 
b
If "Yes," describe in Part II.
33
If the organization did not report an amount in column (c) for a type of property for which column (a) is checked,
describe in Part II.
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 51227J
Schedule M (Form 990) (2015)
Schedule M (Form 990) (2015)
Page 2
Part II
Supplemental Information. Provide the information required by Part I, lines 30b, 32b, and 33, and whether the organization is reporting in Part I, column (b), the number of contributions, the number of items received, or a combination of both. Also complete this part for any additional information.
Return Reference Explanation
SCHEDULE M, PART I; QUESTION 32b THE ORGANIZATION UTILIZES THE SERVICES OF AN INDEPENDENT INVESTMENT MANAGEMENT FIRM TO SELL DONATED SECURITIES. THE ORGANIZATION PAYS FAIR MARKET VALUE RATES AND COMMISSIONS IN THESE INSTANCES.
Schedule M (Form 990) (2015)

Additional Data


Software ID:  
Software Version:  
SCHEDULE O
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
MediumBullet Attach to Form 990 or 990-EZ.
MediumBullet Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
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.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.
Cat. No. 51056K
Schedule O (Form 990 or 990-EZ) 2015


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SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service
Related Organizations and Unrelated Partnerships
MediumBulletComplete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
MediumBulletAttach to Form 990.
MediumBullet
Information about Schedule R (Form 990) and its instructions is at www.irs.gov/form990.

OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
ABINGTON HEALTH FOUNDATION
 
Employer identification number

23-2188052
Part I
Identification of Disregarded Entities Complete if the organization answered "Yes" on Form 990, Part IV, line 33.
(a)
Name, address, and EIN (if applicable) of disregarded entity


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Total income


(e)
End-of-year assets


(f)
Direct controlling
entity











Part II
Identification of Related Tax-Exempt Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.
(a)
Name, address, and EIN of related organization


(b)
Primary activity


(c)
Legal domicile (state
or foreign country)

(d)
Exempt Code section


(e)
Public charity status
(if section 501(c)(3))

(f)
Direct controlling
entity

(g)
Section 512(b)(13) controlled entity?
Yes No
(1)ABINGTON MEMORIAL HOSPITAL
1200 OLD YORK ROAD

ABINGTON,PA19001
23-1352152
HEALTH SVCS. PA 501(C)(3) HOSPITAL AH
 
 
No
(2)LANSDALE HOSPITAL CORPORATION
100 MEDICAL CAMPUS DRIVE

LANSDALE,PA19446
26-3359979
HEALTH SVCS. PA 501(C)(3) HOSPITAL AH
 
 
No
(3)ABINGTON HEALTH
1200 OLD YORK ROAD

ABINGTON,PA19001
27-1243803
SUPPORTING PA 501(C)(3) 509(A)(3) TJU
 
 
No
(4)TJUH SYSTEM INC
111 SOUTH 11TH STREET

PHILADELPHIA,PA19107
26-3026795
HEALTHCARE PA 501(c)(3) 509(a)(3) TJU
 
 
No
(5)EMERGENCY TRANSPORT ASSOCIATES INC
441 NORTH 5TH STREET

PHILADELPHIA,PA19107
23-2622004
HEALTHCARE PA 501(c)(3) 509(a)(2) TJUH SYSTEM
 
 
No
(6)JEFFEX INC
925 CHESTNUT STREET SUITE 311

PHILADELPHIA,PA19107
23-2622009
HEALTHCARE PA 501(c)(3) 509(a)(3) TJUH SYSTEM
 
 
No
(7)WALNUT HOME THERAPEUTICS INC
919 WALNUT STREET 5TH FLOOR

PHILADELPHIA,PA19107
23-2622006
HEALTHCARE PA 501(c)(3) 509(a)(2) TJUH SYSTEM
 
 
No
(8)SUTHBREIT PROPERTIES LTD
2301 SOUTH BROAD STREET

PHILADELPHIA,PA19148
23-2214351
REAL ESTATE PA 501(c)(2)   TJUH SYSTEM
 
 
No
(9)JEFFERSON PHYSICIAN SERVICES
111 SOUTH 11TH STREET

PHILADELPHIA,PA19107
23-3026939
HEALTHCARE PA 501(c)(3) 509(a)(3) TJUH SYSTEM
 
 
No
(10)METHODIST ASSOCIATES IN HEALTHCARE INC
2301 SOUTH BROAD STREET

PHILADELPHIA,PA19148
23-2678055
HEALTHCARE PA 501(c)(3) 509(a)(3) TJUH SYSTEM
 
 
No
(11)METHODIST ASSOC IN HEALTHCARE OF NJ PC
111 SOUTH 11TH STREET

PHILADELPHIA,PA19107
23-3537847
HEALTHCARE PA 501(c)(3) 509(a)(3) TJUH SYSTEM
 
 
No
(12)JEFFERSON MEDICAL CARE
111 SOUTH 11TH STREET

PHILADELPHIA,PA19107
23-2858320
HEALTHCARE PA 501(c)(3) 509(a)(3) TJUH SYSTEM
 
 
No
(13)JEFFERSON UNIVERSITY PHYSICIANS
1025 WALNUT STREET

PHILADELPHIA,PA19107
23-2809585
CLINICAL CARE PA 501(C)(3) 509(A)(3) TJUH SYSTEM
 
 
No
(14)THOMAS JEFFERSON UNIVERSITY
1020 WALNUT STREET 5TH FLOOR

PHILADELPHIA,PA19107
23-1352651
EDUCATION PA 501(C)(3) 509(A)(1) NA
 
 
No
(15)THOMAS JEFFERSON UNIVERSITY HOSPITALS
111 SOUTH 11TH STREET

PHILADELPHIA,PA19107
23-2829095
HEALTHCARE PA 501(C)(3) HOSPITAL TJUH SYSTEM
 
 
No
(16)JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1020 WALNUT STREET 6TH FLOOR

PHILADELPHIA,PA19107
46-4855345
CLINICAL CARE PA 501(C)(3) 509(A)(3) JUP
 
 
No
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50135Y
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 2
Part III
Identification of Related Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a partnership during the tax year.
(a)
Name, address, and EIN of
related organization



(b)
Primary activity




(c)
Legal
domicile
(state or foreign
country)


(d)
Direct controlling
entity



(e)
Predominant income(related, unrelated, excluded from tax under sections 512-514)

(f)
Share of total income




(g)
Share of end-of-year
assets



(h)
Disproprtionate allocations?




(i)
Code V-UBI
amount in box 20 of
Schedule K-1
(Form 1065)
(j)
General or
managing
partner?



(k)
Percentage
ownership


Yes No Yes No
(1) RIVERVIEW SURGERY CENTER LP

3 CRESCENT DRIVE NAVY YARD
PHILADELPHIA,PA19112
26-3910345
HEALTHCARE PA NA
 
                 
(2) RIVERVIEW SURGERY CENTER LLC

3 CRESSCENT DRIVE NAVY YARD
PHILADELPHIA,PA19112
26-3911509
HEALTHCARE PA NA
 
                 
(3) 1100 WALNUT ASSOC

1020 WALNUT STREET
PHILADELPHIA,PA19107
23-2332396
MEDICAL OFFICE PA NA
 
                 
(4) JEFF UNIV RADIOLOGY

840 CRESCENT CENTRE DR SUITE 200
FRANKLIN,TN37067
41-2043518
HEALTHCARE PA NA
 
                 
(5) JEFFERSON COMPREHENSIVE CONCUSSION CTR

4050 S 26TH STREET
PHILADELPHIA,PA19145
46-4254983
HEALTHCARE PA NA
 
                 
(6) ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL

11221 ROE AVENUE SUITE 320
LEAWOOD,KS66211
27-0260289
HEALTHCARE PA NA
 
                 


Part IV
Identification of Related Organizations Taxable as a Corporation or Trust Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.
(a)
Name, address, and EIN of
related organization
(b)
Primary activity
(c)
Legal
domicile
(state or foreign
country)
(d)
Direct controlling
entity
(e)
Type of entity
(C corp, S corp,
or trust)
(f)
Share of total income
(g)
Share of end-of-year
assets
(h)
Percentage
ownership
(i)
Section 512(b)(13) controlled entity?
Yes No
(1) JEFFCARE INC

601 WALNUT ST SUITE 950W
PHILADELPHIA,PA19106
23-2830152
HEALTHCARE PA NA
 
C CORP.         No
(2) THE ATRIUM CORPORATION

925 CHESTNUT STREET SUITE 311
PHILADELPHIA,PA19107
23-2075587
HEALTHCARE PA NA
 
C CORP.         No
(3) HEALTHMARK INC

2301 SOUTH BROAD STREET
PHILADELPHIA,PA19148
23-2259593
HEALTHCARE PA NA
 
C CORP.         No
(4) MID-ATLANTIC MATERNAL FETAL INSTITUTE

925 CHESTNUT STREET SUITE 311
PHILADELPHIA,PA19107
23-2922471
HEALTHCARE PA NA
 
C CORP.         No
(5) MID-ATLANTIC MATERNAL FETAL INSTITUTEPC

925 CHESTNUT STREET SUITE 311
PHILADELPHIA,PA19107
22-3536371
HEALTHCARE NJ NA
 
C CORP.         No
(6) WALNUT REALTY

1020 WALNUT ST 5TH FLOOR
PHILADELPHIA,PA19107
23-2332416
REAL EST. PA NA
 
C CORP.         No
(7) TJU INC

1020 WALNUT ST 5TH FLOOR
PHILADELPHIA,PA19107
23-2146678
REAL EST. PA NA
 
C CORP.         No
(8) 925 WALNUT STREET CORP

2711 CENTERVILLE ROAD SUITE 400
WILMINGTON,DE19808
84-1657497
REAL ESTATE DE NA
 
C CORP.         No
(9) JEFFERSON ACUTE CARE PHYSICIANS PC

111 S 11TH ST SUITE 2210
PHILADELPHIA,PA19107
47-2639286
HEALTHCARE PA NA
 
C CORP.         No
Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 3
Part V
Transactions With Related Organizations Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.
Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.
Yes
No
1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?
a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................
1a
 
No
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
Yes
 
d Loans or loan guarantees to or for related organization(s) ............................
1d
 
No
e Loans or loan guarantees by related organization(s) ............................
1e
 
No
f Dividends from related organization(s) ............................
1f
 
No
g Sale of assets to related organization(s) ............................
1g
 
No
h Purchase of assets from related organization(s) ............................
1h
 
No
i Exchange of assets with related organization(s) ............................
1i
 
No
j Lease of facilities, equipment, or other assets to related organization(s) .......................
1j
 
No
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
 
No
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
Yes
 
m Performance of services or membership or fundraising solicitations by related organization(s) .................
1m
 
No
n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................
1n
Yes
 
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
 
No
q Reimbursement paid by related organization(s) for expenses ............................
1q
 
No
r Other transfer of cash or property to related organization(s) ............................
1r
 
No
s Other transfer of cash or property from related organization(s) ............................
1s
 
No
2
If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.
(a)
Name of related organization
(b)
Transaction
type (a-s)
(c)
Amount involved
(d)
Method of determining amount involved





Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 4
Part VI
Unrelated Organizations Taxable as a Partnership Complete if the organization answered "Yes" on Form 990, Part IV, line 37.
Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.
(a)
Name, address, and EIN of entity
(b)
Primary activity
(c)
Legal domicile
(state or foreign
country)
(d)
Predominant income (related, unrelated, excluded from tax under sections 512-514)

(e)
Are all partners
section
501(c)(3)
organizations?
(f)
Share of total income




(g)
Share of
end-of-year
assets
(h)
Disproprtionate allocations?
(i)
Code V-UBI
amount in box 20
of Schedule K-1
(Form 1065)
(j)
General or
managing
partner?
(k)
Percentage
ownership


Yes No Yes No Yes No






























Schedule R (Form 990) 2015
Schedule R (Form 990) 2015
Page 5
Part VII
Supplemental Information
Provide additional information for responses to questions on Schedule R (see instructions).
Return Reference Explanation
SCHEDULE R, PART V THOMAS JEFFERSON UNIVERSITY ROUTINELY PAYS EXPENSES FOR ITS AFFILIATES IN THE ORDINARY COURSE OF BUSINESS. THESE RELATED PARTY TRANSACTIONS ARE RECORDED ON THE REVENUE/EXPENSE AND BALANCE SHEET STATEMENTS OF THIS ORGANIZATION AND ITS AFFILIATES. THESE ENTITIES WORK TOGETHER TO DELIVER HIGH QUALITY HEALTHCARE AND WELLNESS SERVICES TO THE COMMUNITIES IN WHICH THEY ARE SITUATED.
Schedule R (Form 990) 2015

Additional Data


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