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
Thomas Jefferson University Hospitals Inc
 
% JACQUELINE GUILFOYLE
Doing business as
 
 
Number and street (or P.O. box if mail is not delivered to street address)
111 South 11th Street
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Philadelphia, PA191074824
D Employer identification number

23-2829095
E Telephone number

G Gross receipts $ 1,620,165,783
F Name and address of principal officer:
RICHARD J WEBSTER
111 South 11th Street
Philadelphia,PA191074824
I
Tax-exempt status: (   ) LeftBullet (insert no.) or
J
Website:MediumBullet
WWW.JEFFERSON.EDU
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: 1995
M State of legal domicile: PA
Part I
Summary
Activities & Governance 1 Briefly describe the organization’s mission or most significant activities: Attachment 1
2 Check this box MediumBullet
3 Number of voting members of the governing body (Part VI, line 1a) ........ 3 36
4 Number of independent voting members of the governing body (Part VI, line 1b) ..... 4 28
5 Total number of individuals employed in calendar year 2015 (Part V, line 2a) ...... 5 9,000
6 Total number of volunteers (estimate if necessary) ............. 6 502
7a Total unrelated business revenue from Part VIII, column (C), line 12 ........ 7a 3,891,841
b Net unrelated business taxable income from Form 990-T, line 34 ......... 7b -779,192
Revenues Prior Year Current Year
8 Contributions and grants (Part VIII, line 1h) ......... 10,554,089 9,544,085
9 Program service revenue (Part VIII, line 2g) ......... 1,542,863,906 1,587,726,669
10 Investment income (Part VIII, column (A), lines 3, 4, and 7d ) .... 7,721,576 18,058,939
11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e) -11,088,088 -5,932,376
12 Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12) 1,550,051,483 1,609,397,317
Expenses; 13 Grants and similar amounts paid (Part IX, column (A), lines 1–3 )... 12,987 17,749
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) 611,258,837 613,252,380
16a Professional fundraising fees (Part IX, column (A), line 11e) ..... 0 0
b Total fundraising expenses (Part IX, column (D), line 25) MediumBullet7,159,604    
17 Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e).... 891,856,727 915,666,627
18 Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25) 1,503,128,551 1,528,936,756
19 Revenue less expenses. Subtract line 18 from line 12....... 46,922,932 80,460,561
Net Assets or Fund Balances; Beginning of Current Year End of Year
20 Total assets (Part X, line 16)............. 1,772,516,839 2,033,523,689
21 Total liabilities (Part X, line 26)............. 943,395,346 909,887,059
22 Net assets or fund balances. Subtract line 21 from line 20..... 829,121,493 1,123,636,630
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: TJUH IS DEDICATED TO IMPROVING THE HEALTH OF THE COMMUNITIES WE SERVE. WE ARE COMMITTED TO: 1) SETTING THE STANDARD FOR EXCELLENCE IN THE DELIVERY OF PATIENT CARE, PATIENT SAFETY AND THE QUALITY OF THE HEALTHCARE EXPERIENCE. 2) PROVIDING EXEMPLARY CLINICAL SETTINGS FOR EDUCATING THE HEALTHCARE DELIVERY PROFESSIONALS WHO WILL FORM THE COLLABORATIVE HEALTHCARE DELIVERY TEAM OF TOMORROW. 3) LEADING IN THE INTRODUCTION OF INNOVATIVE METHODOLOGIES FOR HEALTHCARE DELIVERY AND QUALITY IMPROVEMENT. WE ACCOMPLISH OUR MISSION IN PARTNERSHIP WITH TJU.
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 $ 1,331,002,298 including grants of $ 17,749 ) (Revenue $ 1,583,834,828 )
TJUH PROVIDES MEDICALLY NECESSARY SERVICES TO ALL PATIENTS REGARDLESS OF THEIR ABILITY TO PAY. SOME PATIENTS QUALIFY FOR CHARITY CARE BASED ON POLICIES ESTABLISHED BY TJUH AND ARE THEREFORE NOT RESPONSIBLE FOR PAYMENT FOR ALL OR A PART OF THEIR HEALTHCARE SERVICES. THESE POLICIES ALLOW FOR THE PROVISION OF FREE OR DISCOUNTED CARE IN CIRCUMSTANCES WHERE REQUIRING PAYMENT WOULD IMPOSE FINANCIAL HARDSHIP ON THE PATIENT. CHARGES FOR SERVICES RENDERED TO PATIENTS WHO MEET TJUH'S GUIDELINES FOR CHARITY CARE ARE NOT SEPARATELY RECORDED IN PROGRAM SERVICE REVENUE. TJUH COMPLIES WITH THE COMMUNITY BENEFIT STANDARD AS SET FORTH IN REVENUE RULING 69-545. TJUH ALSO COMPLIES WITH THE REQUIREMENTS SET FORTH IN IRC SECTION 501(R). TJUH MAINTAINS RECORDS TO IDENTIFY AND MONITOR THE LEVEL OF CHARITY CARE PROVIDED. THESE RECORDS INCLUDE THE AMOUNT OF CHARGES FOREGONE FOR SERVICES AND SUPPLIES FURNISHED. SUCH AMOUNTS HAVE BEEN EXCLUDED FROM PROGRAM SERVICE REVENUE. MANAGEMENT ESTIMATES THAT THE COST OF CHARITY CARE PROVIDED BY TJUH WAS $11,433,565 IN FISCAL YEAR 2016. THIS DOES NOT INCLUDE THE PROVISION FOR BAD DEBTS, AMOUNTING TO $54,703,666 WHICH IS REFLECTED WITHIN LINE 2A OF THE ACCOMPANYING STATEMENT OF REVENUE. SERVICES ARE PROVIDED TO PATIENTS IN THE COMMUNITY WHO ARE INSURED UNDER THE PENNSYLVANIA MEDICAL ASSISTANCE PROGRAM. THE COSTS OF PROVIDING SERVICES TO ELIGIBLE WELFARE RECIPIENTS WHO PARTICIPATE IN THIS PROGRAM EXCEEDED REIMBURSEMENT BY $69,320,448. IN FURTHERANCE OF ITS EXEMPT PURPOSE TO BENEFIT THE COMMUNITY, TJUH PROVIDES EDUCATION AND TRAINING FOR MEDICAL RESIDENTS, NURSES AND OTHER HEALTHCARE PROFESSIONALS. AMOUNTS EXPENDED FOR THESE SERVICES EXCEEDED REIMBURSEMENT BY $24,643,793. TJUH ALSO PROVIDES VARIOUS COMMUNITY SERVICES SUCH AS THE PROVISION OF SUBSIDIZED EMERGENCY SERVICES; TELEMEDICINE SERVICES FOR STROKE PATIENTS AT COMMUNITY HOSPITALS; EDUCATION FOR DIABETES AND HEART DISEASE ; SCREENINGS FOR STROKE AND CANCER RISK; CANCER SUPPORT GROUPS ; SENIOR HEALTH EDUCATION; NUTRITIONAL COUNSELING FOR OBESITY ; MATERNAL AND CHILDBIRTH EDUCATION; AND YOUTH PARTICIPATION IN VARIOUS WORK-READY OR CAREER PREPARATION PROGRAMS. MANY OF THESE SERVICES TARGET AREAS OF HEALTH DISPARITY AND INCLUDE WORKING WITH SCHOOLS, GRASSROOTS ORGANIZATIONS, AND OTHER PARTNERS. THE NET AMOUNTS EXPENDED FOR THESE SERVICES WERE $21,223,134.
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 expensesMediumBullet1,331,002,298
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 IClick to see attachment.............
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 IIClick to see attachment..............
4
Yes
 
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
 
 
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
Yes
 
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
Yes
 
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
 
No
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
Yes
 
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.........Click to see attachment
14b
Yes
 
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.....Click to see attachment
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...Click to see attachment
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) ....
17
 
No
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............
18
 
No
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...................
19
 
No
20a
Did the organization operate one or more hospital facilities? If "Yes," complete Schedule H....Click to see attachment
20a
Yes
 
b
If "Yes" to line 20a, did the organization attach a copy of its audited financial statements to this return? Click to see list of attachments
20b
Yes
 
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
 
No
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
Yes
 
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
Yes
 
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 ...Click to see attachment
35b
Yes
 
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
389
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
9,000
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
Yes
 
3a
Did the organization have unrelated business gross income of $1,000 or more during the year?...
3a
Yes
 
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
Yes
 
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
 
No
b
If "Yes," did the organization notify the donor of the value of the goods or services provided? .....
7b
 
 
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
36
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
28
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
Yes
 
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
Yes
 
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
Yes
 
Section C. Disclosure
17
List the States with which a copy of this Form 990 is required to be filedMediumBullet
AK , MD , MA , MI , NY , OK , PA , SC , WI
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:
MediumBulletJACQUELINE GUILFOYLECONTROLLER TJUH INC601 WALNUT ST   PHILADELPHIA,PA191060000 (215) 503-8958
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) JANICE R BELLACE ESQ......................................................................
CHAIRMAN AND TRUSTEE
 5.0
.................
4.0 		X   X       0 0 0
(2) ANTHONY J DIMARINO JR MD......................................................................
TRUSTEE
 5.0
.................
2.0 		X           0 522,697 73,605
(3) HYMAN R KAHN MD......................................................................
TRUSTEE
 5.0
.................
2.0 		X           0 0 0
(4) JOSEPHINE C MANDEVILLE......................................................................
TRUSTEE
 5.0
.................
2.0 		X           0 0 0
(5) RONALD J NAPLES......................................................................
VICE CHAIR AND TRUSTEE
 5.0
.................
6.0 		X   X       0 0 0
(6) RICHARD J WEBSTER......................................................................
PRESIDENT & TRUSTEE
 45.0
.................
8.0 		X   X       717,213 0 85,781
(7) MARK L TYKOCINSKI MD......................................................................
TRUSTEE
 5.0
.................
49.0 		X           0 1,152,838 136,557
(8) CHARLES J YEO MD FACS......................................................................
TRUSTEE
 5.0
.................
47.0 		X           0 1,000,268 83,263
(9) GEORGE E DEMING......................................................................
TRUSTEE
 5.0
.................
4.0 		X           0 0 0
(10) STEPHEN K KLASKO MD......................................................................
TRUSTEE
 5.0
.................
52.0 		X           0 1,926,944 755,409
(11) RICHARD T RILEY......................................................................
TRUSTEE
 5.0
.................
6.0 		X           0 0 0
(12) MARK K ALDERMAN ESQ......................................................................
TRUSTEE
 5.0
.................
2.0 		X           0 0 0
(13) VIJAY M RAO MD......................................................................
TRUSTEE
 5.0
.................
47.0 		X           0 688,122 66,274
(14) SALVATORE COGNETTI JR ESQ......................................................................
TRUSTEE
 5.0
.................
2.0 		X           0 0 0
(15) THOMAS P COSTELLO......................................................................
TRUSTEE
 5.0
.................
2.0 		X           0 0 0
(16) JACK FARBER......................................................................
TRUSTEE
 5.0
.................
2.0 		X           0 0 0
(17) JAMES FOX MD......................................................................
TRUSTEE (DEPT 10/15)
 5.0
.................
2.0 		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) KENNETH A GRAHAM........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(19) MICHAEL J HELLER........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(20) HAROLD A HONICKMAN........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(21) CHRISTOPHER J KNEIZYS........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(22) CHARLES G KOPP ESQ........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(23) LEONARD I KORMAN........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(24) JAMES KSANSNAK........................................................................
TRUSTEE (DEPT 11/15)
 5.0
.......................2.0 		X           0 0 0
(25) IRA LUBERT........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(26) PAULA R MANDLE........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(27) JOSEPH J MCLAUGHLIN........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(28) LAURENCE MERLIS........................................................................
TRUSTEE
 5.0
.......................58.0 		X           0 1,362,015 542,825
(29) JEFFREY P ORLEANS........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(30) GERARD SWEENEY........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(31) BRIAN P TIERNEY ESQ........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(32) ALEX VACCARO MD........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(33) CUYLER H WALKER........................................................................
TRUSTEE
 5.0
.......................2.0 		X           0 0 0
(34) ANNE BOLAND DOCIMO MD........................................................................
TRUSTEE
 5.0
.......................58.0 		X           0 986,942 43,947
(35) MATT KILLION MD........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(36) VANESSA WEISMAN........................................................................
TRUSTEE
 5.0
.......................0.0 		X           0 0 0
(37) DAN MATTHIAS........................................................................
TRUSTEE (EFF 11/15)
 5.0
.......................2.0 		X           0 0 0
(38) DAVID O'MALLEY........................................................................
TRUSTEE (EFF 7/15)
 5.0
.......................2.0 		X           0 0 0
(39) KIRK GORMAN........................................................................
ASSISTANT TREASURER
 5.0
.......................47.0 		    X       0 420,934 27,137
(40) PETER D'ANGELIS........................................................................
ASSISTANT TREASURER
 5.0
.......................47.0 		    X       0 0 0
(41) CRISTINA CAVALIERI ESQ........................................................................
SECRETARY
 5.0
.......................49.0 		    X       0 635,935 177,079
(42) ROBERT J DIECIDUE DMD........................................................................
CHAIRMAN ORAL SURGERY
 28.0
.......................12.0 		        X   221,347 409,503 78,514
(43) DANIEL I TAUB DDS MD........................................................................
VICE CHAIR & PROGRAM DIRECTOR
 29.0
.......................11.0 		        X   164,720 345,764 74,934
(44) MARYANN FITZPATRICK........................................................................
SVP PATIENT SERVICES & CNO
 40.0
.......................0.0 		        X   373,251 0 58,342
(45) HUGH LAVERY........................................................................
SVP GOV'T EXTERNAL AFFAIRS
 40.0
.......................0.0 		        X   438,481 0 57,209
(46) DEBRA W TAYLOR........................................................................
VP MANAGED CARE CONTRACTING
 40.0
.......................0.0 		        X   501,202 0 55,995
(47) THOMAS J LEWIS III........................................................................
FORMER PRESIDENT & TRUSTEE
 0.0
.......................0.0 		          X 424,419 0 0
(48) DAVID P MCQUAID RPh........................................................................
FORMER PRESIDENT
 0.0
.......................0.0 		          X 1,723,314 0 56,485
(49) NEIL LUBARSKY........................................................................
FORMER TREASURER
 40.0
.......................10.0 		          X 663,571 0 76,868
(50) STACEY MEADOWS........................................................................
FORMER ASSISTANT SECRETARY
 0.0
.......................0.0 		          X 631,997 0 38,139
(51) STEPHEN TRANQUILLO........................................................................
FORMER VP, CIO
 0.0
.......................0.0 		          X 232,488 0 14,044
(52) PAMELA TEUFEL........................................................................
FORMER EVP & CHIEF HRO
 0.0
.......................0.0 		          X 8,867 541,454 26,689
1b Sub-Total................MediumBullet
c Total from continuation sheets to Part VII, Section A....MediumBullet
d Total (add lines 1b and 1c)...........MediumBullet 6,100,870 9,993,416 2,529,096
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 MediumBullet807
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
Yes
 
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
HURON CONSULTING GROUP LLC,
3005 MOMENTUM PLACE
CHICAGO,IL60689 		CONSULTING 9,626,514
P AGNES INC,
2101 PENROSE AVENUE
PHILADELPHIA,PA19145 		CONSTRUCTION SVCS 6,270,476
RECONSTRUCTIVE ORTHOPAEDIC ASSOCIAT,
925 CHESTNUT STREET SUITE 500
PHILADELPHIA,PA19107 		MEDICAL SERVICES 5,372,295
HARMELIN ASSOCIATES INC,
DBA HARMELIN MEDIA525 RIGHTERS FER
BALA CYNWYD,PA19004 		ADVERTISING SERVICES 4,553,935
SPRING GARDEN CONSTRUCTION CO INC,
437 PENNSYLVANIA AVENUE
FORT WASHINGTON,PA19034 		CONSTRUCTION SVCS 4,143,996
2
Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization MediumBullet87
Form 990 (2015)
Form 990 (2015)
Page 9
Part VIII
Statement of Revenue
Check if Schedule O contains a response or note to any line in this Part VIII .............
(A)
Total revenue 		(B)
Related or
exempt
function
revenue 		(C)
Unrelated
business
revenue 		(D)
Revenue
excluded from
tax under sections
512-514
Contributions, Gifts, GrantAmt and OtherAmt Similar Amounts 1a Federated campaigns..1a 25,510
b Membership dues..1b  
c Fundraising events..1c  
d Related organizations1d  
e Government grants (contributions)1e 757,096
f All other contributions, gifts, grants, and similar amounts not included above1f 8,761,479
g Noncash contributions included in lines 1a-1f:$ 33,360
h Total.Add lines 1a-1f.......MediumBullet 9,544,085
Program Service RevenueAmt Business Code
2a NET PATIENT SERVICE REVENUE 622110 1,524,720,428 1,524,720,428    
b BIOMEDICAL SERVICES 811000 3,218,379   3,218,379  
c TISSUE TYPING SERVICES 621500 602,476   602,476  
d ALL OTHER PROGRAM SERVICES 621500 59,185,386 59,114,400 70,986  
e
f All other program service revenue.        
g Total.Add lines 2a–2f.....MediumBullet 1,587,726,669
OtherAmt RevenueAmt 3 Investment income (including dividends, interest, and othersimilar amounts) ..........MediumBullet 3,098,823     3,098,823
4 Income from investment of tax-exempt bond proceedsMediumBullet 0      
5 Royalties...........MediumBullet 0      
(ii) Personal (i) Real
6a Gross rents   4,836,090
b Less: rental expenses   10,768,466
c Rental income or (loss) 0 -5,932,376
d Net rental income or (loss)......MediumBullet -5,932,376     -5,932,376
(ii) Other (i) Securities
7a Gross amount from sales of assets other than inventory   14,960,116
b Less: cost or other basis and sales expenses    
c Gain or (loss)   14,960,116
d Net gain or (loss).....MediumBullet 14,960,116     14,960,116
8a Gross income from fundraising events (not including $   of contributions reported on line 1c). See Part IV, line 18 ....
a  
b Less: direct expenses ...b  
c Net income or (loss) from fundraising events..MediumBullet 0    
9a Gross income from gaming activities.
See Part IV, line 19 ...
a  
b Less: direct expenses ...b  
c Net income or (loss) from gaming activities..MediumBullet 0      
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            
b            
c            
d All other revenue ....        
e Total. Add lines 11a–11d ...... MediumBullet 0
12 Total revenue. See Instructions......MediumBullet 1,609,397,317 1,583,834,828 3,891,841 12,126,563
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 17,749 17,749
2 Grants and other assistance to individuals in the United States. See Part IV, line 22 0  
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 .... 749,397   749,397  
6 Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .... 1,668,954   1,668,954  
7 Other salaries and wages 478,650,306 436,226,590 38,596,259 3,827,457
8 Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) .... 31,452,327 28,561,014 2,721,586 169,727
9 Other employee benefits ....... 66,751,154 60,399,768 5,589,221 762,165
10 Payroll taxes ........... 33,980,242 31,995,210 1,737,538 247,494
11 Fees for services (non-employees):        
a Management ...... 0      
b Legal ......... 149,904   149,904  
c Accounting ........... 0      
d Lobbying ........... 348,734   348,734  
e Professional fundraising services. See Part IV, line 17 0  
f Investment management fees ...... 0      
g Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O) 2,361,707   2,361,707  
12 Advertising and promotion .... 697,430 697,430    
13 Office expenses ....... 21,974,946 18,557,234 3,388,744 28,968
14 Information technology ...... 0      
15 Royalties .. 0      
16 Occupancy ........... 26,857,040 9,916,452 16,729,355 211,233
17 Travel ............ 1,544,958 1,229,644 174,841 140,473
18 Payments of travel or entertainment expenses for any federal, state, or local public officials . 0      
19 Conferences, conventions, and meetings .... 721,266 619,048 96,071 6,147
20 Interest ........... 13,584,503 13,584,503    
21 Payments to affiliates ....... 0      
22 Depreciation, depletion, and amortization .. 75,297,179 68,882,612 6,414,567  
23 Insurance ... 14,309,683 14,309,683    
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 322,771,879 234,582,815 87,157,799 1,031,265
b MEDICAL SUPPLIES 289,049,468 289,049,468    
c MA TAX ASSESS./MODERNIZATION 63,459,384 63,459,384    
d EQUIPMENT RENTAL & MAINT. 42,527,395 22,814,578 19,626,273 86,544
e All other expenses 40,011,151 36,099,116 3,263,904 648,131
25 Total functional expenses. Add lines 1 through 24e 1,528,936,756 1,331,002,298 190,774,854 7,159,604
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 ........ 48,108,250 1 64,680,195
2 Savings and temporary cash investments ......... 228,498,933 2 242,173,681
3 Pledges and grants receivable, net ...... 8,001,245 3 5,725,628
4 Accounts receivable, net ............. 240,489,922 4 221,175,092
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 ........ 30,076,081 8 29,667,542
9 Prepaid expenses and deferred charges ...... 12,568,897 9 16,072,877
10a Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D 10a 1,526,442,070
b Less: accumulated depreciation 10b 917,002,997 535,225,861 10c 609,439,073
11 Investments—publicly traded securities . 117,518,652 11 140,006,003
12 Investments—other securities. See Part IV, line 11 ..... 222,492,849 12 200,823,080
13 Investments—program-related. See Part IV, line 11 .. 55,958,416 13 44,142,698
14 Intangible assets ............... 11,337,619 14 143,967,974
15 Other assets. See Part IV, line 11 ........... 262,240,114 15 315,649,846
16 Total assets. Add lines 1 through 15 (must equal line 34)... 1,772,516,839 16 2,033,523,689
Liabilities 17 Accounts payable and accrued expenses ..... 233,345,205 17 207,100,221
18 Grants payable ... 0 18 0
19 Deferred revenue ......... 456,643 19 2,801,271
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 .. 7,513,617 23 15,835,572
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 702,079,881 25 684,149,995
26 Total liabilities. Add lines 17 through 25.. 943,395,346 26 909,887,059
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 776,217,179 27 1,073,668,039
28 Temporarily restricted net assets ........... 40,532,127 28 36,742,595
29 Permanently restricted net assets 12,372,187 29 13,225,996
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 ........... 829,121,493 33 1,123,636,630
34 Total liabilities and net assets/fund balances ........ 1,772,516,839 34 2,033,523,689
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
1,609,397,317
2
Total expenses (must equal Part IX, column (A), line 25) ............
2
1,528,936,756
3
Revenue less expenses. Subtract line 2 from line 1 ..............
3
80,460,561
4
Net assets or fund balances at beginning of year (must equal Part X, line 33, column (A)) ..
4
829,121,493
5
Net unrealized gains (losses) on investments ...............
5
2,214,387
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
211,840,189
10
Net assets or fund balances at end of year. Combine lines 3 through 9 (must equal Part X, line 33, column (B))
10
1,123,636,630
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
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
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.) ....            
2 Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......            
3 The value of services or facilities furnished by a governmental unit to the organization without charge..            
4 Total. Add lines 1 through 3            
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)..  
6 Public support. Subtract line 5 from line 4.  
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..            
8 Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...            
9 Net income from unrelated business activities, whether or not the business is regularly carried on..            
10 Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..            
11 Total support. Add lines 7 through 10.  
12
12
 
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
 
15
15
 
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
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
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
Thomas Jefferson University Hospitals Inc
  		Employer identification number
23-2829095
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
Thomas Jefferson University Hospitals Inc
  		Employer identification number

23-2829095
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
Thomas Jefferson University Hospitals Inc
  		Employer identification number

23-2829095
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 C
(Form 990 or 990-EZ)

Department of the Treasury
Internal Revenue Service
Political Campaign and Lobbying Activities

For Organizations Exempt From Income Tax Under section 501(c) and section 527
SchCMd Bullet Complete if the organization is described below. SchCMd Bullet Attach to Form 990 or Form 990-EZ.
SchCMd BulletInformation about Schedule C (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public
Inspection
If the organization answered "Yes" on Form 990, Part IV, Line 3, or Form 990-EZ, Part V, line 46 (Political Campaign Activities), then
Round Bullet Section 501(c)(3) organizations: Complete Parts I-A and B. Do not complete Part I-C.
Round Bullet Section 501(c) (other than section 501(c)(3)) organizations: Complete Parts I-A and C below. Do not complete Part I-B.
Round Bullet Section 527 organizations: Complete Part I-A only.
If the organization answered "Yes" on Form 990, Part IV, Line 4, or Form 990-EZ, Part VI, line 47 (Lobbying Activities), then
Round Bullet Section 501(c)(3) organizations that have filed Form 5768 (election under section 501(h)): Complete Part II-A. Do not complete Part II-B.
Round Bullet Section 501(c)(3) organizations that have NOT filed Form 5768 (election under section 501(h)): Complete Part II-B. Do not complete Part II-A.
If the organization answered "Yes" on Form 990, Part IV, Line 5 (Proxy Tax) (see separate instructions) or Form 990-EZ, Part V, line 35c (Proxy Tax) (see separate instructions), then
Round Bullet Section 501(c)(4), (5), or (6) organizations: Complete Part III.
Name of the organization
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
Part I-A
Complete if the organization is exempt under section 501(c) or is a section 527 organization.

1
Provide a description of the organization’s direct and indirect political campaign activities in Part IV.
2
Political expenditures ......................................................................................................................SchCMd Bullet
$  
3
Volunteer hours .............................................................................................................................
 

Part I-B
Complete if the organization is exempt under section 501(c)(3).
1
Enter the amount of any excise tax incurred by the organization under section 4955 ................................SchCMd Bullet
$  
2
Enter the amount of any excise tax incurred by organization managers under section 4955 .......................SchCMd Bullet
$  
3
If the organization incurred a section 4955 tax, did it file Form 4720 for this year? .........................................
4a
Was a correction made? ......................................................................................................................
b
If "Yes," describe in Part IV.
Part I-C
Complete if the organization is exempt under section 501(c), except section 501(c)(3).
1
Enter the amount directly expended by the filing organization for section 527 exempt function activities ..... SchCMd Bullet
$  
2
Enter the amount of the filing organization's funds contributed to other organizations for section 527 exempt function activities ............................................................................................................................SchCMd Bullet

$  
3
Total exempt function expenditures. Add lines 1 and 2. Enter here and on Form 1120-POL, line 17b...........SchCMd Bullet

$  
4
Did the filing organization file Form 1120-POL for this year? ...................................................................
5
Enter the names, addresses and employer identification number (EIN) of all section 527 political organizations to which the filing
organization made payments. For each organization listed, enter the amount paid from the filing organization’s funds. Also enter the amount of political contributions received that were promptly and directly delivered to a separate political organization, such as a separate segregated fund or a political action committee (PAC). If additional space is needed, provide information in Part IV.
(a) Name (b) Address (c) EIN (d) Amount paid from filing organization's funds. If none, enter -0-. (e) Amount of political contributions received and promptly and directly delivered to a separate political organization. If none, enter -0-.
1
2
3
4
5
6
For Paperwork Reduction Act Notice, see the instructions for Form 990 or 990-EZ.
Cat. No. 50084S
Schedule C (Form 990 or 990-EZ) 2015

Schedule C (Form 990 or 990-EZ) 2015
Page 2
Part II-A
Complete if the organization is exempt under section 501(c)(3) and filed Form 5768 (election under section 501(h)).
A Check SchCMd Bulletexpenses, and share of excess lobbying expenditures).
B Check SchCMd Bullet
Limits on Lobbying Expenditures
(The term "expenditures" means amounts paid or incurred.) 		(a) Filing
organization's
totals 		(b) Affiliated group totals
1a Total lobbying expenditures to influence public opinion (grass roots lobbying) ...............................................    
b Total lobbying expenditures to influence a legislative body (direct lobbying) ...........................................    
c Total lobbying expenditures (add lines 1a and 1b) .......................................................................    
d Other exempt purpose expenditures .........................................................................................    
e Total exempt purpose expenditures (add lines 1c and 1d) ....................................................................    
f Lobbying nontaxable amount. Enter the amount from the following table in both
columns.		    
If the amount on line 1e, column (a) or (b) is:The lobbying nontaxable amount is:
Not over $500,00020% of the amount on line 1e.
Over $500,000 but not over $1,000,000$100,000 plus 15% of the excess over $500,000.
Over $1,000,000 but not over $1,500,000$175,000 plus 10% of the excess over $1,000,000.
Over $1,500,000 but not over $17,000,000$225,000 plus 5% of the excess over $1,500,000.
Over $17,000,000$1,000,000.
g Grassroots nontaxable amount (enter 25% of line 1f) ..........................................................................    
h Subtract line 1g from line 1a. If zero or less, enter -0-. ..........................................................................    
i Subtract line 1f from line 1c. If zero or less, enter -0-. ...........................................................................    
j If there is an amount other than zero on either line 1h or line 1i, did the organization file Form 4720 reporting
section 4911 tax for this year? ..............................................................................................................

4-Year Averaging Period Under section 501(h)
(Some organizations that made a section 501(h) election do not have to complete all of the five
columns below. See the separate instructions for lines 2a through 2f.)
Lobbying Expenditures During 4-Year Averaging Period
Calendar year (or fiscal year
beginning in) 		(a) 2012 (b) 2013 (c) 2014 (d) 2015 (e) Total
2a Lobbying nontaxable amount          
b Lobbying ceiling amount
(150% of line 2a, column(e)) 		 
c Total lobbying expenditures          
d Grassroots nontaxable amount          
e Grassroots ceiling amount
(150% of line 2d, column (e))		  
f Grassroots lobbying expenditures          
Schedule C (Form 990 or 990-EZ) 2015


Schedule C (Form 990 or 990-EZ) 2015
Page 3
Part II-B
Complete if the organization is exempt under section 501(c)(3) and has NOT filed Form 5768 (election under section 501(h)).
For each "Yes" response on lines 1a through 1i below, provide in Part IV a detailed description of the lobbying activity.
(a)
No
Yes
(b)
Amount
1
During the year, did the filing organization attempt to influence foreign, national, state or local legislation, including any attempt to influence public opinion on a legislative matter or referendum, through the use of:
a
Volunteers? ...........................................................................................................
 
No
b
Paid staff or management (include compensation in expenses reported on lines 1c through 1i)? ........
 
No
c
Media advertisements? ...................................................................................................
 
No
 
d
Mailings to members, legislators, or the public? .............................................................................
 
No
 
e
Publications, or published or broadcast statements? ...........................................................
 
No
 
f
Grants to other organizations for lobbying purposes? ..........................................................
Yes
 
68,286
g
Direct contact with legislators, their staffs, government officials, or a legislative body? .......................
Yes
 
280,448
h
Rallies, demonstrations, seminars, conventions, speeches, lectures, or any similar means? ..................
 
No
 
i
Other activities? ...................................................................................................................
 
No
 
j
Total. Add lines 1c through 1i ....................................................................................................
348,734
2a
Did the activities in line 1 cause the organization to be not described in section 501(c)(3)? .....
 
No
b
If "Yes," enter the amount of any tax incurred under section 4912 ...........................................
 
c
If "Yes," enter the amount of any tax incurred by organization managers under section 4912 ...................
 
d
If the filing organization incurred a section 4912 tax, did it file Form 4720 for this year? ........................
 
No
Part III-A
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6).
Yes
No
1
Were substantially all (90% or more) dues received nondeductible by members? ...............................................
1
 
 
2
Did the organization make only in-house lobbying expenditures of $2,000 or less? ............................................
2
 
 
3
Did the organization agree to carry over lobbying and political expenditures from the prior year? .................................
3
 
 
Part III-B
Complete if the organization is exempt under section 501(c)(4), section 501(c)(5), or section 501(c)(6) and if either (a) BOTH Part III-A, lines 1 and 2, are answered "No" OR (b) Part III-A, line 3, is answered “Yes."
1
Dues, assessments and similar amounts from members ......................................................................
1
 
2
Section 162(e) nondeductible lobbying and political expenditures (do not include amounts of political expenses for which the section 527(f) tax was paid).
a
Current year .............................................................................................................................
2a
 
b
Carryover from last year ............................................................................................................
2b
 
c
Total ...........................................................................................................................................
2c
 
3
Aggregate amount reported in section 6033(e)(1)(A) notices of nondeductible section 162(e) dues .
3
 
4
If notices were sent and the amount on line 2c exceeds the amount on line 3, what portion of the excess does the organization agree to carryover to the reasonable estimate of nondeductible lobbying and political expenditure next year? ......................................................................................................................
4
 
5
Taxable amount of lobbying and political expenditures (see instructions) .........................................
5
 
Part IV
Supplemental Information
Provide the descriptions required for Part l-A, line 1; Part l-B, line 4; Part l-C, line 5; Part II-A (affiliated group list); Part II-A, lines 1 and 2 (see instructions), and Part ll-B, line 1. Also, complete this part for any additional information.
Return Reference Explanation
FORM 990, SCHEDULE C, PART II-B, LINE 1 THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. (TJUH) PERIODICALLY ENGAGES IN LOBBYING ACTIVTIES INCLUDING DISCUSSIONS WITH POLICY MAKERS ON HEALTHCARE RELATED ISSUES IMPACTING TJUH AND THE PATIENTS AND COMMUNITIES IT SERVES.
Schedule C (Form 990 or 990EZ) 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
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
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 .... 102,803,546 102,818,940 95,679,218 88,963,035 94,161,561
b Contributions ... 45,514 134,300 161,027 174,129 404,977
c Net investment earnings, gains, and losses 21,369,983 4,523,463 11,004,018 9,328,188 -2,788,358
d Grants or scholarships ...          
e Other expenditures for facilities
and programs ... 		4,639,452 4,673,157 4,025,323 2,786,134 2,815,145
f Administrative expenses ....          
g End of year balance ...... 119,579,591 102,803,546 102,818,940 95,679,218 88,963,035
2
Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:
a
Board designated or quasi-endowment SchDMd Bullet71.000 %
b
Permanent endowment SchDMd Bullet8.000 %
c
Temporarily restricted endowment SchDMd Bullet21.000 %
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)
Yes
 
b
If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........
3b
Yes
 
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 ...   29,676,568 29,676,568
b Buildings   605,392,369 306,452,783 298,939,586
c Leasehold improvements   80,068,804 22,143,555 57,925,249
d Equipment ...   743,517,615 588,406,659 155,110,956
e Other ...   67,786,714   67,786,714
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..SchDMdBullet 609,439,073
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) CASH & CASH EQUIVALENTS 		128,153,076 F

(B) HEDGE FUNDS 		29,235,495 F

(C) PRIVATE EQUITY 		33,193,858 F

(D) REAL ESTATE 		10,240,651 F
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)Small Bullet 200,823,080
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)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)Small Bullet  
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) DUE FROM AFFILIATED FOUNDATION 8,624,166
(2) DEFERRED EXPENSE - CHILLER 2,329,167
(3) INSURANCE RECOVERABLE 92,269,827
(4) DUE FROM UNCONSOLIDATED SUBS 203,079,937
(5) OTHER ASSETS 9,346,749
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........Small Bullet 315,649,846
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
ACCRUED PROFESSIONAL LIABILITY 196,745,462
ACCRUED WORKERS' COMPENSATION 11,911,876
ASSET RETIREMENT OBLIGATION 1,826,229
INTEREST RATE SWAP LIABILITY 26,383,373
DUE TO TJU - SER. 2015 LOAN PA 447,283,055
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)Small Bullet 684,149,995
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
FORM 990, SCHEDULE D, PART V, LINE 4 TJUH'S ENDOWMENTS ARE USED IN A MANNER TO FURTHER THE CHARITABLE HEALTHCARE, EDUCATIONAL, AND RESEARCH MISSION OF TJUH.
Schedule D (Form 990) 2015


Additional Data


Software ID:  
Software Version:  




SCHEDULE F(Form 990)
Department of the Treasury
Internal Revenue Service
Statement of Activities Outside the United States
Right pointing arrow large image Complete if the organization answered "Yes" to Form 990,Part IV, line 14b, 15, or 16.Right pointing arrow large image Attach to Form 990. Right pointing arrow large image See separate instructions.Right pointing arrow large image Information about Schedule F (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
Part I
General Information on Activities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 14b.
1
For grantmakers.Does the organization maintain records to substantiate the amount of its grants and
other assistance, the grantees’ eligibility for the grants or assistance, and the selection criteria used
to award the grants or assistance? . . . . . . . . . . . . . . . . . . . . . . . . .
2
For grantmakers. Describe in Part V the organization’s procedures for monitoring the use of its grants and other assistance outside the United States.
3
Activites per Region. (The following Part I, line 3 table can be duplicated if additional space is needed.)
(a) Region (b) Number of offices in the region (c) Number of employees, agents, and independent contractors in region (d) Activities conducted in region (by type) (e.g., fundraising, program services, investments, grants to recipients located in the region) (e) If activity listed in (d) is a program service, describe specific type of
service(s) in region		 (f) Total expenditures
for and investments
in region
Europe (Including Iceland and Greenland)     Investments   10,030,785
East Asia and the Pacific     Investments   5,026,599
North America     Investments   1,687,864
Central America and the Caribbean     Investments   8,012,395
           
           
           
           
           
           
           
           
           
           
           
           
           
3a Sub-total .....     24,757,643
b Total from continuation sheets to Part I ...      
c Totals (add lines 3a and 3b)     24,757,643
For Paperwork Reduction Act Notice, see the Instructions for Form 990.Cat. No. 50082W Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 2
Part II
Grants and Other Assistance to Organizations or Entities Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 15, for any recipient who received more than $5,000. Part II can be duplicated if additional space is needed.
1 (a) Name of organization (b) IRS code section
and EIN (if applicable)		 (a)(c) Region (b)(d) Purpose of
grant 		(e) Amount of
cash grant 		(f) Manner of
cash
disbursement 		(g) Amount
of non-cash
assistance 		(h) Description
of non-cash
assistance 		(i) Method of
valuation
(book, FMV,
appraisal, other)
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
             
2 Enter total number of recipient organizations listed above that are recognized as charities by the foreign country, recognized as tax-exempt by the IRS, or for which the grantee or counsel has provided a section 501(c)(3) equivalency letter .......MediumBullet
 
3 Enter total number of other organizations or entities .......................MediumBullet
 
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015Page 3
Part III
Grants and Other Assistance to Individuals Outside the United States. Complete if the organization answered "Yes" to Form 990, Part IV, line 16.
Part III can be duplicated if additional space is needed.
(a) Type of grant or assistance (b) Region (c) Number of recipients (d) Amount of
cash grant 		(e) Manner of cash
disbursement 		(f) Amount of
non-cash
assistance 		(g) Description
of non-cash
assistance 		(h) Method of
valuation
(book, FMV,
appraisal, other)
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
               
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 4
Part IV
Foreign Forms
1 Was the organization a U.S. transferor of property to a foreign corporation during the tax year? If "Yes,"the organization may be required to file Form 926, Return by a U.S. Transferor of Property to a Foreign Corporation (see Instructions for Form 926). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
2 Did the organization have an interest in a foreign trust during the tax year? If "Yes," the organization may be required to separately file Form 3520, Annual Return to Report Transactions with Foreign Trusts and Receipt of Certain Foreign Gifts, and/or Form 3520-A, Annual Information Return of Foreign Trust With a U.S. Owner (see Instructions for Forms 3520 and 3520-A). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Did the organization have an ownership interest in a foreign corporation during the tax year? If "Yes," the organization may be required to file Form 5471, Information Return of U.S. Persons with Respect to Certain Foreign Corporations. (see Instructions for Form 5471). . . . . . . . . . . . . . . . . . . . . . . . . . . .
4 Was the organization a direct or indirect shareholder of a passive foreign investment company or a qualified electing fund during the tax year? If “Yes,” the organization may be required to file Form 8621, Information Return by a Shareholder of a Passive Foreign Investment Company or Qualified Electing Fund. (see Instructions for Form 8621) .
5 Did the organization have an ownership interest in a foreign partnership during the tax year? If "Yes," the organization may be required to file Form 8865, Return of U.S. Persons with Respect to Certain Foreign Partnerships. (see Instructions for Form 8865). . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Did the organization have any operations in or related to any boycotting countries during the tax year? If "Yes," the organization may be required to separately file Form 5713, International Boycott Report (see Instructions for Form 5713).. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Schedule F (Form 990) 2015
Schedule F (Form 990) 2015
Page 5
Part V
Supplemental Information
Provide the information required by Part I, line 2 (monitoring of funds); Part I, line 3, column (f) (accounting method; amounts of investments vs. expenditures per region); Part II, line 1 (accounting method); Part III (accounting method); and Part III, column (c) (estimated number of recipients), as applicable. Also complete this part to provide any additional information (see instructions).
ReturnReference Explanation
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule F (Form 990) 2015
Additional Data


Software ID:  
Software Version:  



SCHEDULE H
(Form 990)
Department of the Treasury
Internal Revenue Service
Hospitals
MediumBullet Complete if the organization answered "Yes" on Form 990, Part IV, question 20.
MediumBullet Attach to Form 990.
MediumBullet Information about Schedule H (Form 990) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2015
Open to Public Inspection
Name of the organization
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
Part I
Financial Assistance and Certain Other Community Benefits at Cost
Yes
No
1a
Did the organization have a financial assistance policy during the tax year? If "No," skip to question 6a . . . .
1a
Yes
 
b
If "Yes," was it a written policy? ......................
1b
Yes
 
2
If the organization had multiple hospital facilities, indicate which of the following best describes application of the financial assistance policy to its various hospital facilities during the tax year.
3
Answer the following based on the financial assistance eligibility criteria that applied to the largest number of the organization's patients during the tax year.
a
Did the organization use Federal Poverty Guidelines (FPG) as a factor in determining eligibility for providing free care?
If "Yes," indicate which of the following was the FPG family income limit for eligibility for free care:
3a
Yes
 
%
b
Did the organization use FPG as a factor in determining eligibility for providing discounted care? If "Yes," indicate
which of the following was the family income limit for eligibility for discounted care: . . . . . . . .
3b
Yes
 
c
If the organization used factors other than FPG in determining eligibility, describe in Part VI the criteria used for determining eligibility for free or discounted care. Include in the description whether the organization used an asset test or other threshold, regardless of income, as a factor in determining eligibility for free or discounted care.
4
Did the organization's financial assistance policy that applied to the largest number of its patients during the tax year provide for free or discounted care to the "medically indigent"? . . . . . . . . . . . . .

4

Yes

 
5a
Did the organization budget amounts for free or discounted care provided under its financial assistance policy during
the tax year? . . . . . . . . . . . . . . . . . . . . . . .

5a

Yes

 
b
If "Yes," did the organization's financial assistance expenses exceed the budgeted amount? . . . . . .
5b
Yes
 
c
If "Yes" to line 5b, as a result of budget considerations, was the organization unable to provide free or discountedcare to a patient who was eligibile for free or discounted care? . . . . . . . . . . . . .
5c
 
No
6a
Did the organization prepare a community benefit report during the tax year? . . . . . . . . .
6a
Yes
 
b
If "Yes," did the organization make it available to the public? . . . . . . . . . . . . .
6b
Yes
 
Complete the following table using the worksheets provided in the Schedule H instructions. Do not submit these worksheets with the Schedule H.
7
Financial Assistance and Certain Other Community Benefits at Cost
Financial Assistance and
Means-Tested
Government Programs
 (a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community benefit expense (d) Direct offsetting revenue (e) Net community benefit expense (f) Percent of total expense
a Financial Assistance at cost
(from Worksheet 1) . . . 		    11,433,565   11,433,565 0.750 %
b Medicaid (from Worksheet 3, column a) . . . . .   71,912 286,717,269 217,396,821 69,320,448 4.530 %
c Costs of other means-tested government programs (from Worksheet 3, column b) . .            
d Total Financial Assistance and Means-Tested Government Programs . . . . .   71,912 298,150,834 217,396,821 80,754,013 5.280 %
Other Benefits
e Community health improvement services and community benefit operations (from Worksheet 4).   79,028 3,827,207 63,531 3,763,676 0.250 %
f Health professions education (from Worksheet 5) . . .   22,862 130,846,170 106,202,377 24,643,793 1.610 %
g Subsidized health services (from Worksheet 6) . . . .   476 313,275,386 300,781,108 12,494,278 0.820 %
h Research (from Worksheet 7) .     1,309,693 84,996 1,224,697 0.080 %
i Cash and in-kind contributions for community benefit (from Worksheet 8) . . . .   2,219 3,318,027   3,318,027 0.220 %
j Total. Other Benefits . .   104,585 452,576,483 407,132,012 45,444,471 2.980 %
k Total. Add lines 7d and 7j .   176,497 750,727,317 624,528,833 126,198,484 8.260 %
For Paperwork Reduction Act Notice, see the Instructions for Form 990. Cat. No. 50192T Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page
Part II
Community Building Activities Complete this table if the organization conducted any community building activities during the tax year, and describe in Part VI how its community building activities promoted the health of the communities it serves.
(a) Number of activities or programs (optional) (b) Persons served (optional) (c) Total community building expense (d) Direct offsetting
revenue 		(e) Net community building expense (f) Percent of total expense
1 Physical improvements and housing            
2 Economic development            
3 Community support            
4 Environmental improvements            
5 Leadership development and
training for community members		            
6 Coalition building            
7 Community health improvement advocacy   627 426,145 3,689 422,456 0.030 %
8 Workforce development            
9 Other            
10 Total   627 426,145 3,689 422,456 0.030 %
Part III
Bad Debt, Medicare, & Collection Practices
Section A. Bad Debt Expense
Yes
No
1
Did the organization report bad debt expense in accordance with Heathcare Financial Management Association Statement No. 15? ..........................
1
Yes
 
2
Enter the amount of the organization's bad debt expense. Explain in Part VI the methodology used by the organization to estimate this amount. ......
2
54,703,666
3
Enter the estimated amount of the organization's bad debt expense attributable to patients eligible under the organization's financial assistance policy. Explain in Part VI the methodology used by the organization to estimate this amount and the rationale, if any, for including this portion of bad debt as community benefit. ......
3
0
4
Provide in Part VI the text of the footnote to the organization’s financial statements that describes bad debt expense or the page number on which this footnote is contained in the attached financial statements.
Section B. Medicare
5
Enter total revenue received from Medicare (including DSH and IME).....
5
313,504,503
6
Enter Medicare allowable costs of care relating to payments on line 5.....
6
365,139,213
7
Subtract line 6 from line 5. This is the surplus (or shortfall)........
7
-51,634,710
8
Describe in Part VI the extent to which any shortfall reported in line 7 should be treated as community benefit.Also describe in Part VI the costing methodology or source used to determine the amount reported on line 6.Check the box that describes the method used:
Section C. Collection Practices
9a
Did the organization have a written debt collection policy during the tax year? ..........
9a
Yes
 
b
If "Yes," did the organization’s collection policy that applied to the largest number of its patients during the tax year
contain provisions on the collection practices to be followed for patients who are known to qualify for financial assistance? Describe in Part VI .........................

9b

Yes

 
Part IV
Management Companies and Joint Ventures(owned 10% or more by officers, directors, trustees, key employees, and physicians—see instructions)
(a) Name of entity (b) Description of primary
activity of entity 		(c) Organization's
profit % or stock
ownership % 		(d) Officers, directors,
trustees, or key
employees' profit %
or stock ownership % 		(e) Physicians'
profit % or stock
ownership %
1Riverview Surgery
  		Healthcare 51 % 0 % 39 %
2ROTHMAN ORTHO HOSP
  		Healthcare 54 % 0 % 46 %
3BUCKS CTY HOSP REAL
  		Healthcare 15 % 0 % 64 %
4JEFF CONCUSS CENTER
  		Healthcare 32.5 % 0 % 33.6 %
5
6
7
8
9
10
11
12
13
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page
Part VFacility Information
Section A. Hospital Facilities
(list in order of size from largest to smallest—see instructions)
How many hospital facilities did the organization operate during the tax year?1
Name, address, primary website address, and state license number (and if a group return, the name and EIN of the subordinate hospital organization that operates the hospital facility) 		Licensed Hospital General-Medical-Surgical Children's Hospital Teaching Hospital Critical Hospital ResearchGrp Facility ER-24Hours ER-Other Other (Describe) Facility reporting group
1 Thomas Jefferson University Hospital
111 South 11th Street
Philadelphia,PA191074824
http://hospitals.jefferson.edu
200801 		X X   X     X      
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 4
Part VFacility Information (continued)

Section B. Facility Policies and Practices

(Complete a separate Section B for each of the hospital facilities or facility reporting groups listed in Part V, Section A)
Thomas Jefferson University Hospital
Name of hospital facility or letter of facility reporting group  
Line number of hospital facility, or line numbers of hospital facilities in a facility
reporting group (from Part V, Section A): 		1
Yes No
Community Health Needs Assessment
1 Was the hospital facility first licensed, registered, or similarly recognized by a state as a hospital facility in the current tax year or the immediately preceding tax year?........................ 1   No
2 Was the hospital facility acquired or placed into service as a tax-exempt hospital in the current tax year or the immediately preceding tax year? If “Yes,” provide details of the acquisition in Section C............... 2   No
3 During the tax year or either of the two immediately preceding tax years, did the hospital facility conduct a community health needs assessment (CHNA)? If "No," skip to line 12...................... 3 Yes  
If "Yes," indicate what the CHNA report describes (check all that apply):
a
b
c
d
e
f
g
h
i
j
4 Indicate the tax year the hospital facility last conducted a CHNA: 20 15
5 In conducting its most recent CHNA, did the hospital facility take into account input from persons who represent the broad interests of the community served by the hospital facility, including those with special knowledge of or expertise in public health? If "Yes," describe in Section C how the hospital facility took into account input from persons who represent the community, and identify the persons the hospital facility consulted ................. 5 Yes  
6 a Was the hospital facility’s CHNA conducted with one or more other hospital facilities? If "Yes," list the other hospital facilities in Section C.................................. 6a   No
b Was the hospital facility’s CHNA conducted with one or more organizations other than hospital facilities?” If “Yes,” list the other organizations in Section C. ............................ 6b   No
7 Did the hospital facility make its CHNA report widely available to the public?.............. 7 Yes  
If "Yes," indicate how the CHNA report was made widely available (check all that apply):
a
b
c
d
8 Did the hospital facility adopt an implementation strategy to meet the significant community health needs
identified through its most recently conducted CHNA? If "No," skip to line 11. .............. 		8 Yes  
9 Indicate the tax year the hospital facility last adopted an implementation strategy: 20 12
10 Is the hospital facility's most recently adopted implementation strategy posted on a website?......... 10 Yes  
a If "Yes" (list url): SEE PART V-C
b If "No," is the hospital facility’s most recently adopted implementation strategy attached to this return? ...... 10b    
11 Describe in Section C how the hospital facility is addressing the significant needs identified in its most recently conducted CHNA and any such needs that are not being addressed together with the reasons why such needs are not being addressed.
12a Did the organization incur an excise tax under section 4959 for the hospital facility's failure to conduct a CHNA as required by section 501(r)(3)?............................... 12a   No
b If "Yes" on line 12a, did the organization file Form 4720 to report the section 4959 excise tax?........ 12b    
c If "Yes" on line 12b, what is the total amount of section 4959 excise tax the organization reported on Form 4720 for all of its hospital facilities? $  

Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 5
Part VFacility Information (continued)

Financial Assistance Policy (FAP)
Thomas Jefferson University Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
Did the hospital facility have in place during the tax year a written financial assistance policy that:
13 Explained eligibility criteria for financial assistance, and whether such assistance included free or discounted care? 13 Yes  
If “Yes,” indicate the eligibility criteria explained in the FAP:
a
b
c
d
e
f
g
h
14 Explained the basis for calculating amounts charged to patients?................. 14 Yes  
15 Explained the method for applying for financial assistance?................... 15 Yes  
If “Yes,” indicate how the hospital facility’s FAP or FAP application form (including accompanying instructions) explained the method for applying for financial assistance (check all that apply):
a
b
c
d
e
16 Included measures to publicize the policy within the community served by the hospital facility?........ 16 Yes  
If "Yes," indicate how the hospital facility publicized the policy (check all that apply):
a
SEE PART V-C
b
 
c
d
e
f
g
h
i
Billing and Collections
17 Did the hospital facility have in place during the tax year a separate billing and collections policy, or a written financial assistance policy (FAP) that explained all of the actions the hospital facility or other authorized party may take upon non-payment?.................................. 17 Yes  
18 Check all of the following actions against an individual that were permitted under the hospital facility's policies during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP:
a
b
c
d
e
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 6
Part VFacility Information (continued)

Thomas Jefferson University Hospital
Name of hospital facility or letter of facility reporting group  
Yes No
19 Did the hospital facility or other authorized party perform any of the following actions during the tax year before making reasonable efforts to determine the individual’s eligibility under the facility’s FAP?............ 19   No
If "Yes," check all actions in which the hospital facility or a third party engaged:
a
b
c
d
20 Indicate which efforts the hospital facility or other authorized party made before initiating any of the actions listed (whether or not checked) in line 19. (check all that apply):
a
b
c
d
e
f
Policy Relating to Emergency Medical Care
21 Did the hospital facility have in place during the tax year a written policy relating to emergency medical care that required the hospital facility to provide, without discrimination, care for emergency medical conditions to individuals regardless of their eligibility under the hospital facility’s financial assistance policy?.................. 21 Yes  
If "No," indicate why:
a
b
c
d
Charges to Individuals Eligible for Assistance Under the FAP (FAP-Eligible Individuals)
22 Indicate how the hospital facility determined, during the tax year, the maximum amounts that can be charged to FAP-eligible individuals for emergency or other medically necessary care.
a
b
c
d
23 During the tax year, did the hospital facility charge any FAP-eligible individual to whom the hospital facility provided emergency or other medically necessary services more than the amounts generally billed to individuals who had insurance covering such care? ............................... 23   No
If "Yes," explain in Section C.
24 During the tax year, did the hospital facility charge any FAP-eligible individual an amount equal to the gross charge for any service provided to that individual? ........................... 24   No
If "Yes," explain in Section C.
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 7
Part V
Facility Information (continued)
Section C. Supplemental Information for Part V, Section B. Provide descriptions required for Part V, Section B, lines 2, 3j, 5, 6a, 6b, 7d, 11, 13b, 13h, 15e, 16i, 18d, 19d, 20e, 21c, 21d, 22d, 23, and 24. If applicable, provide separate descriptions for each hospital facility in a facility reporting group, designated by facility reporting group letter and hospital facility line number from Part V, Section A (“A, 1,” “A, 4,” “B, 2,” “B, 3,” etc.) and name of hospital facility.
Form and Line Reference Explanation
FORM 990, SCHEDULE H, PART V, SECTION B, LINE 3I Data on health status of immigrant populations (hypertension, diabetes, heart disease rates, obesity prevalence, etc.), is lacking due to language issues. While Public Health Management Corporations Household Health Survey is survey is conducted in Spanish, this is not the case for other racial/ethnic groups for whom English is not their primary language. For this reason additional key informant interviews were conducted with community organizations serving the immigrant refugee communities, particularly the Asian communities, to better understand their health and related social needs. FORM 990, SCHEDULE H, PART V, SECTION B, LINE 5 Public Health Management Corporations biannual random-digit dial Household Health Survey data was used to gain an understanding of health and social needs of the diverse population in Jeffersons community benefit area. More than 3,000 individuals in Philadelphia were surveyed. In addition, interviews and focus groups were conducted. More than 90 interviews were conducted with individuals representing health care and community based organizations working with the medically underserved, low-income and minority populations that have knowledge of the health and underlying social conditions that affect health of the people in their neighborhood and broader community. These interviews were conducted by a qualitative public health researcher from TJUHs Center for Urban Health to gain insight about health needs and priorities, barriers to improving community health, and the community assets and efforts already in place or being planned to address these issues and concerns. The interviews conducted with faculty and health providers from Methodist Hospital, Jefferson Neurosciences and Jefferson University and Hospital were designed to gain their perspective about the health issues of their patients and community and to identify Jeffersons and other efforts to address these issues. Interviewees were asked to prioritize the needs/ recommendations discussed during their interview. Throughout 2014 and 2015, meetings were also held with a variety of community based organizations to understand how TJUH might partner to address health needs of the communities they serve. Focus groups were conducted with TJUH's employees who live in the neighborhoods that are part of TJUHs CB area. This was done purposefully in order to involve them in the needs assessment process, and to engage these employees in future efforts to improve community health. A list of employees who live in zip codes that make up the community benefit area was obtained from Human Resources. Employees were randomly selected from each zip code and contacted about their interest in participating in the focus groups. Four focus groups were held, two with employees from South Philadelphia, one with employees from Lower North Philadelphia, and one with employees from Transitional Neighborhoods. Focus groups were conducted by qualitative public health researchers from TJUH's Center for Urban Health. Focus group questions were designed to elicit the major health and social concerns of the neighborhood and larger community, barriers to accessing health and social services and improving lifestyles, perceptions about existing and/or potential interventions to address community health improvement, and specific recommendations that TJUHs could do to improve the health of the community. Each focus group was asked to prioritize the needs/ recommendations identified during the focus group discussion. Data on health status of immigrant populations (hypertension, diabetes, heart disease rates, obesity prevalence, etc.), is lacking due to language issues. While Public Health Management Corporations Household Health Survey is survey is conducted in Spanish, this is not the case for other racial/ethnic groups for whom English is not their primary language. For this reason additional key informant interviews were conducted with community organizations serving the immigrant refugee communities, particularly the Asian communities, to better understand their health and related social needs. The list below provides the organizations and clinical departments of those interviewed, and the focus of the interview/meeting based on area(s) of expertise. -ACCESS Matters: Family Planning; Maternal Health -The Augustinian Defenders of the Rights of the Poor (ADROP): Immigrant Health; Social Determinants of Health -American Diabetes Association: Diabetes -American Heart Association: Heart Disease/Stroke -Asian Chamber of Commerce of Greater Philadelphia: Immigrants -Bhutanese American Organization-Philadelphia (BAO-P): Refugee Health and Social Services -Broad Street Ministries: Homeless -Cambodian Association: Immigrants -Chinatown Community Development Corporation: Immigrant Health; Social Determinants of Health -City Councilman 1st District: City Government -Coalition Against Hunger: Food Access/ Food Security -Congreso de Latinos Unidos: Latino Health and Social Needs -Council for Relationships: Behavioral Health -Delaware Valley Regional Planning Council: Built Environment; Social Determinants of Health -Department of Behavioral Health and Intellectual Disabilities: Behavioral Health -Diversified Community Services: Neighborhood Community Center -Food Trust: Food Security; Access to Food; Nutrition; Obesity -Greater Philadelphia Business Coalition on Health: Work Place Wellness -Greater Philadelphia Health Action; Chinatown Medical Services: Pediatrician, Federally Qualified Health Center; Asian Health -Hispanic Association of Contractors and Enterprises (HACE): Immigrant Health; Social Determinants of Health -Healthy Rowhouse Initiative: Housing; Social Determinants of Health -Health Federation: Federally Qualified Health Center -Health Promotion Council: Community Health Promotion -Healthcare Improvement Foundation: Health Literacy -Hepatitis B Foundation: Hepatitis B -Legal Clinic for the Disabled: Medical Legal Partnership Lutheran and Childrens Services: Immigrant/Refugee; Behavioral Health -Metropolitan Area Neighborhood Nutrition Alliance (MANNA): Food Access and Nutrition -Mayor's Office of Immigrant and Multicultural Affairs: Immigrant Health; Social Determinants of Health -Maternity Care Coalition: Maternal Child Health; Early Childhood Development; Social Determinants of Health -Mayors Office on Planning: City Planning; Built environment -Mazzoni Center: LGBT -Methadone Clinic: Addictions -Nationalities Services Center: Immigrant/Refugee -Nemours Pediatrics: Children -New Kensington Community Development Corporation: Social Determinants of Health; Community Development Corporation -Norris Square Community Alliance Head Start: Early Childhood Development -Philadelphia Association of Community Development Corporations: Community Development; Social Determinants of Health -Philadelphia Corporation on Aging: Older Adult Health and Social Services -Philadelphia Department of Public Health: Public Health -Philadelphia Housing Authority: Low Income Housing; Social Determinants of Health -Philadelphia Police Department: Community Violence; Social Determinants of Health -Philadelphia Refugee Mental Health Collaborative: Behavioral Health; Immigrant Health; Social Determinants of Health -Philadelphia Reentry Coalition: Prison Re-entry -Philadelphia School District: Education and Health Services -Project Home and Steven Klein Wellness Center: Homeless; Primary Care -Refugee Health Partners: Immigrant/Refugee -Schools: Independence Charter School; Southwark School: Children grades K-8 -Southeast Asian Mutual Assistance Associations Coalition (SEAMAAC): Immigrants/Refugees -Self-Help and Resource Exchange (SHARE): Food Access/ Food Security -South Philadelphia Aging Coalition: Older adults -United Communities Southeastern Philadelphia: Neighborhood Community Center; Immigrant/Refugee; Behavioral Health; Youth, Addictions -Veterans Multi-Services Center: Veterans -Jefferson Obstetrics and Gynecology Associates (JOGA) clinic: Maternal Health -Comprehensive Stroke Center/Neurosciences: Stroke -Cancer Patient Services: Cancer; Social Determinants of Health -Cancer Research: Cancer -Cardiovascular Health: Heart Disease/Stroke -Case Management Social Work: Social Determinants of Health Jefferson Elder Care - Occupational Therapy: Fall Prevention Older Adults -Diabetes Center: Diabetes -Emergency Department: Emergency Medicine, Injury Prevention, Chinatown Clinic -Family Medicine: Primary Care -Family Medicine - Geriatric Clinic: Family Medicine; Geriatrics -Family Medicine - Refugee Health Clinic: Refugee; Family Medicine -Family Medicine - Social Work: Social Determinants of Health -Hospitalists: Inpatient Healthcare -Maternal Addiction Treatment Education & Research (MATER): Pregnancy and Addictions -Methodist: General -Myrna Brind Center for Integrative Medicine: Stress management -Occupational Therapy: Disabilities, Older Adults, Refugees -Pastoral Care Department: Pastoral Care, Violenc
FORM 990, SCHEDULE H, PART V, SECTION B, LINE 11 The CHNA was final as of the end of this reporting period as required by IRC section 501(r). The implementation plan was adopted on or before the 15th day of the fifth month after June 30, 2016 - after the end of the tax year reported here. The description on how the needs are addressed apply to the implementation plan not yet in place at the close of the 2015 tax year. To address the community health needs identified in the CHNA, recommendations for initiatives were initially prioritized based on secondary data findings, primary data gathered through internal and external key informant interviews, and focus groups with community residents. Participants in key informant interviews and focus groups were asked to identify the health needs of the community and were then asked to identify those they felt were most important to address. They were also asked to recommend potential initiatives to address these needs. The identified priority health needs and recommended initiatives were then grouped into the following domains: -Access to care -Chronic disease management, -Health screening and early detection -Healthy lifestyle behaviors -Social determinants of health and built environment The Center for Urban Health prioritized identified health needs using a weighted scoring system for predetermined prioritization criteria. Senior Management then reviewed and further prioritized the CHNA health issues/concerns in relationship to the hospitals strategic plan. The following health needs/issues will be addressed: Workforce Development, Health Insurance, Language Access, Colon Cancer, Womens cancers, obesity, regular source of care, hospital and ED utilization, Social and Health Care Needs of Older Adults, and Diabetes, heart disease, hypertension, stroke. While important, other identified health issues/needs (HIV, housing, community safety, alcohol and substance use, behavioral health, maternal child health, access to safe places for play, transportation, and access to healthy foods) will not be addressed specifically or comprehensively in the Community Health Implementation Plan (CHIP), but this does not mean that programs in place will not continue. These additional health issues will be considered based on existing, or new relationships/collaborations; funding opportunities; regional or local public health priorities; and identified innovative projects/programs. Many of these health issues/needs are underlying root causes or behaviors that impact the priority health issues above and are integrated throughout Jeffersons CHIP. For example, Access to Healthy Food has been and will continue to be a strategy we use to combat chronic disease prevention and management and obesity (Diabetes, obesity and heart disease). We have also been and currently are involved in multiple grant activities to address Alcohol and substance abuse and Behavioral Health. The Implementation Plan includes an overview of each of the domains, and related priority health needs/issues. A logic model for each priority health need provides an overview of the objectives, proposed strategies/activities, outcomes and impact measures, and potential partners. The strategies/activities related to Special Populations (refugees/immigrants, the homeless, returning citizens, veterans, and Lesbian Gay Bi-sexual Transsexual and Queer) are integrated throughout the Implementation Plan as are underlying root causes that impact the priority health need such as access to healthy food and safe places for physical activity, health literacy, behavioral health issues including substance abuse, smoking, transportation and housing. Proposed strategies/activities were considered based on their alignment with national, Pennsylvania, and Philadelphia health improvement plans, and national best practices cited by organizations such as the US Department of Health and Human Services, Agency for Health Research and Quality, Healthy People 2020, the American Medical Association, National Council on Aging, the National Prevention Strategy, the Guide to Community Preventive Services, and the Guide to Clinical Preventive Services. The following summarizes how Jefferson is addressing the significant needs identified in its 2016 CHNA.: Workforce Development: -Develop workforce pipelines with community partners to increase availability of qualified minority candidates for positions throughout Jefferson and Philadelphia -Provide career counseling support and events in conjunction with community partners -Increase successful application to Jefferson University or other health professional schools/ colleges Health Insurance: -Increase access to medications that may not be affordable for patients due to insurance status/requirements of insurers and copays. -Increase the percentage of Adults who are insured and able to effectively use their health insurance -Increase community understanding of how to use health insurance to reduce/eliminate financial burden -Increase access to mental health coverage Culturally Competent Care and Language Access: -Provide easy-to -understand, culturally appropriate verbal communication, print material, and multimedia materials in English and the languages commonly used by the populations in the service area -Enhance language assistance to individuals who have limited English proficiency and/or other communication needs to facilitate verbal communication and ensure communication needs are met -Educate and train healthcare workforce in culturally and linguistically appropriate policies and practices on an ongoing basis -Explore opportunities to improve patient-provider communication through expansion of cultural competence training for healthcare providers related to special populations such as immigrants/refugees, LGBT, older adults, individuals with mental illness, returning citizens, people with mild cognitive impairment, individuals with substance abuse, people experiencing trauma and the homelessness. Hospital and Emergency Department (ED) Utilization: -Reduce preventable/ avoidable E.D. utilization and hospital readmissions -Increase access to mental health services -Increase awareness of Food as Medicine among health care providers -Prevent and reduce the consequences of substance use and addictions through education, policy/system changes -Increase substance use screening, brief intervention and referral to treatment by health care providers -Reduce traffic related deaths in Philadelphia to zero Regular Source of Care: -Increase access to health insurance and social services that address social determinants of health that impact health, hospital, and ED use. -Improve access to primary care services that are culturally and linguistically appropriate. -Increase access to mental health services -Increase substance use screening, brief intervention and referral to treatment by health care providers Chronic Disease Prevention and Management: -Increase awareness of programs and services that support healthy eating and physical activity -Increase awareness of the importance of being physically active and opportunities to engage in physical activity -Increase the percentage of children and adults who meet the national guidelines for daily consumption of fruit and vegetables -Increase access to healthy affordable food -Raise Awareness of "Food as Medicine" among health care providers -Increase the percentage of children and adults that meet the national guidelines for physical activity Heart Disease, Hypertension, Stroke and Diabetes: -Improve ability of EMS personnel to rapidly identify signs and symptoms of stroke and treatment for Emergent Large Vessel Occlusion (ELVO Stroke) -Increase awareness of programs and services that support healthy eating and physical activity and chronic disease management -Raise awareness about chronic disease risk factors and healthy lifestyles -Improve ability of individuals to manage chronic disease -Advocate for system and policy changes that support chronic disease prevention Preventive Care and Early Detection of Disease: -Increase public awareness about colorectal cancer prevention and the importance of early detection -Objective: Increase colon cancer screening rates -Increase colonoscopies in the targeted areas Breast and Cervical Cancer: -Increase public awareness about breast and cervical cancer prevention and the importance of early detection Social and Health Care Needs of Older Adults -Improve the health, function, and quality of life of older adults so they are able to live in their own home and community safely, independently, and comfortably, regardless of age, income, or ability level (Healthy People 2020; CDC) ) -Develop a comprehensive Health Promotion and Wellness program for older adults, their caregivers and the community that promotes and facilitates access to health care resources for older adults, enhances the public perception of aging and provides opportunities to educate future health care providers. FORM 990, SCHEDULE H,
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
   
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 8
Part VFacility Information (continued)

Section D. Other Health Care Facilities That Are Not Licensed, Registered, or Similarly Recognized as a Hospital Facility
(list in order of size, from largest to smallest)
How many non-hospital health care facilities did the organization operate during the tax year?9
Name and address Type of Facility (describe)
1 ROTHMAN ORTHOPAEDIC SPECIALTY HOSP LLC
3300 TILLMAN DR
BENSALEM,PA19020 		HEALTHCARE
2 RIVERVIEW SURGERY CTR AT THE NAVY YARD
3 CRESCENT DR 310
PHILADELPHIA,PA19112 		HEALTHCARE
3 HEALTH SERVICES LLC
925 CHESTNUT ST STE 110
PHILADELPHIA,PA19107 		HEALTHCARE
4 JEFFERSON ENDOSCOPY CENTER AT BALA LLC
130 PRESIDENTIAL BOULEVARD
BALA CYNWYD,PA19004 		HEALTHCARE
5 JEFFERSON OUTPATIENT IMAGING
850 WALNUT ST WALNUT TOWERS
PHILADELPHIA,PA19107 		HEALTHCARE
6 JEFFERSON OUTPATIENT IMAGING
9601 BUSTLETON AVENUE
PHILADELPHIA,PA19115 		HEALTHCARE
7 JEFFERSON OUTPATIENT IMAGING
534 W 2ND AVE SUITE 102
COLLEGEVILLE,PA19426 		HEALTHCARE
8 JEFFERSON OUTPATIENT IMAGING
1 WEST GERMANTOWN PIKE
EAST NORRITON,PA19401 		HEALTHCARE
9 JEFFERSON OUTPATIENT IMAGING
MARCUS INST OF INTEGRATIVE HEALTH
E LANCASTER AVEVILLAN,PA19085 		HEALTHCARE
10
Schedule H (Form 990) 2015
Schedule H (Form 990) 2015
Page 9
Part VI
Supplemental Information
Provide the following information.
1 Required descriptions. Provide the descriptions required for Part I, lines 3c, 6a, and 7; Part II and Part III, lines 2, 3, 4, 8 and 9b.
2 Needs assessment. Describe how the organization assesses the health care needs of the communities it serves, in addition to any CHNAs reported in Part V, Section B.
3 Patient education of eligibility for assistance. Describe how the organization informs and educates patients and persons who may be billed for patient care about their eligibility for assistance under federal, state, or local government programs or under the organization’s financial assistance policy.
4 Community information. Describe the community the organization serves, taking into account the geographic area and demographic constituents it serves.
5 Promotion of community health. Provide any other information important to describing how the organization’s hospital facilities or other health care facilities further its exempt purpose by promoting the health of the community (e.g., open medical staff, community board, use of surplus funds, etc.).
6 Affiliated health care system. If the organization is part of an affiliated health care system, describe the respective roles of the organization and its affiliates in promoting the health of the communities served.
7 State filing of community benefit report. If applicable, identify all states with which the organization, or a related organization, files a community benefit report.
Form and Line Reference Explanation
FORM 990, SCHEDULE H, PART I, LINE 6A TJUH DEFINES ITS GREATEST ACHIEVEMENTS BY THE CONTRIBUTIONS MADE TO THE COMMUNITY IT SERVES. THESE CONTRIBUTIONS ARE SUMMARIZED ON THE TJUH COMMUNITY INTEREST WEBSITE. FORM 990, SCHEDULE H, PART I, LINE 7G SUBSIDIZED HEALTH SERVICES INCLUES EMERGENCY AND TRAUMA SERVICES. FORM 990, SCHEDULE H, PART II TJUHs community building activities are focused on improving the communitys health and safety by addressing poverty, homelessness, workforce development, community support, coalition building, and the health and wellbeing of older adults. TJUH collaborates with community organizations to advance neighborhood improvement and revitalization projects, mentoring and pipeline programs for youth and community members, health literacy training, coalition building, and various health improvement task forces. The hospital partners with coalitions that address drug and alcohol prevention, refugee and immigrant health and social issues, aging in place, returning citizens, and healthy community issues that address social determinants of health including nutrition, food security, smoking cessation, physical activity, housing and shared data. TJUH was involved with providing health education and workforce development with local middle and high schools. In addition, the hospital donates funds to organizations that advance these efforts.
FORM 990, SCHEDULE H, PART III, LINE 2 BAD DEBT EXPENSE IS THE UNCOLLECTIBLE PORTION OF THE ACCOUNTS RECEIVABLE EXCLUDING CONTRACTUAL ALLOWANCES. The calculation is comprised of two parts: one part representing the unpaid deductibles and copays for insured patients. The other part represents the unpaid balance owed by uninsured patients. FORM 990, SCHEDULE H, PART III, LINE 4 Please see the Accounts Receivable, Allowance for Doubtful Accounts, Provision/Expense for Bad Debts footnote on page 11 of the attached consolidated audited financial statements. THE AUDITED FINANCIAL STATEMENTS REPRESENT THE CONSOLIDATED FINANCIAL POSITION, RESULTS OF OPERATIONS, CHANGES IN NET ASSETS AND CASH FLOWS OF THOMAS JEFFERSON UNIVERSITY, TJUH SYSTEM, AND ABINGTON HEALTH, COLLECTIVELY REFERRED TO AS TJU.
FORM 990, SCHEDULE H, PART III, LINE 8 MEDICARE IS NOT TREATED AS A COMMUNITY BENEFIT. THE SOURCE DATA WAS GENERATED FROM THE INTERNAL COST ACCOUNTING SYSTEM.
FORM 990, SCHEDULE H, PART III, LINE 9B THE COLLECTION POLICY OF TJUH CONTAINS DETAILED GUIDELINES FOR PATIENTS ELIGIBLE FOR CHARITY CARE. This includes a process to determine patient eligibility for charity care prior to the provision of care or as soon as possible thereafter. If it is determined that a patient qualifies for partial charity care, the policy requires that the patient and TJUH agree in writing as to the amount due after applying the appropriate charity care discount, and that TJUH negotiate and agree upon a reasonable payment schedule with the patient. TJUH also evaluates the ongoing ability of the patient to pay the amount due before additional collection actions are taken.
FORM 990, SCHEDULE H, PART VI, LINE 2 (NEEDS ASSESSMENT) Please see TJUH's Community Health Needs Assessment, available at http://hospitals.jefferson.edu/content/dam/health/PDFs/general/in-the-comm unity/Community-Health-Needs-Assessment-Report.pdf, for an explanation of how TJUH assesses the health needs of the community it serves.
FORM 990, SCHEDULE H, PART VI, LINE 3 (PATIENT EDUCATION OF ELIGIBILITY FOR ASSISTANCE) TJUH informs and educates people through signage, its website, brochures, statement messages, and the PATHS Program, a vendor-supported service which assists patients with enrollment in the Medical Assistance program.
FORM 990, SCHEDULE H, PART VI, LINE 4 (COMMUNITY INFORMATION) Please see TJUH's Community Health Needs Assessment, available at http://hospitals.jefferson.edu/content/dam/health/PDFs/general/in-the-comm unity/Community-Health-Needs-Assessment-Report.pdf, for a description of the community TJUH serves.
FORM 990, SCHEDULE H, PART VI, LINE 5 (PROMOTION OF COMMUNITY HEALTH) TJUH's community building activities are focused on providing opportunities for youth to explore careers in healthcare through health awareness education, mentoring, and internships. Additionally, Jefferson staff play leadership roles in the community building organizations such as those devoted to assisting older adults and creating career opportunities for youth. The hospital also donates funds to many organizations that provide social and community enhancement services in our target communities.
FORM 990, SCHEDULE H, PART VI, LINE 6 (AFFILIATED HEALTH CARE SYSTEM) TJUH is a wholly owned subsidiary of TJUH System and is a tax exempt organization that promotes the health of the communities it serves in southeastern Pennsylvania, southern New Jersey, and Delaware primarily by providing hospital, sub acute, outpatient, and physician services and by providing facilities in which students, physicians, nurses, and other health care professionals are trained in a clinical setting. The operations of TJUH include Thomas Jefferson University Hospital, the Jefferson Hospital for Neuroscience, and Methodist Hospital, all of which operate under one license number. The hospitals of TJUH provide a full range of healthcare services and provide training to students and health professionals in a clinical setting. TJUH also provides community health services such as health education, counseling and support services. A substantial amount of the services and the education provided by TJUH is provided at no charge or in return for reimbursement below cost.
FORM 990, SCHEDULE H, PART VI, LINE 7 (COMMUNITY BENEFIT REPORT) TJUH DOES NOT FILE A COMMUNITY BENEFIT REPORT AT THE STATE LEVEL.
Schedule H (Form 990) 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
Thomas Jefferson University Hospitals Inc
 
Employer identification number
23-2829095
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) Thomas Jefferson University
601 WALNUT STREET
Philadelphia,PA19106 		23-1352651 501(C)(3) 17,749     Research SUPPORT FOR HOSPITAL PROGRAMS
2
Enter total number of section 501(c)(3) and government organizations listed in the line 1 table ................. Bullet Image
1
3
Enter total number of other organizations listed in the line 1 table ........................ . Bullet Image
 
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)
(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
FORM 990, SCHEDULE I, PART I, LINE 2 ACTUAL EXPENDITURES FOR ALL APPROVED GRANTS ARE MONITORED AGAINST BUDGETED EXPENDITURES ON A MONTHLY BASIS. ANY DISCREPANCIES ARE RESEARCHED AND RESOLVED ACCORDINGLY.
Schedule I (Form 990) 2015



Additional Data


Software ID:  
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
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
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
Yes
 
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
1ANTHONY J DIMARINO JR MDTRUSTEE (i)

(ii)		 0
-------------
443,197 		0
-------------
65,207 		0
-------------
14,293 		0
-------------
56,145 		0
-------------
17,460 		0
-------------
596,302 		0
-------------
0
2THOMAS J LEWIS IIIFORMER PRESIDENT & TRUSTEE (i)

(ii)		 0
-------------
0 		7,242
-------------
0 		417,177
-------------
0 		0
-------------
0 		0
-------------
0 		424,419
-------------
0 		0
-------------
0
3DAVID P MCQUAID RPhFORMER PRESIDENT (i)

(ii)		 611,545
-------------
0 		209,132
-------------
0 		902,637
-------------
0 		34,450
-------------
0 		22,035
-------------
0 		1,779,799
-------------
0 		190,868
-------------
0
4ROBERT J DIECIDUE DMDCHAIRMAN ORAL SURGERY (i)

(ii)		 218,599
-------------
250,158 		0
-------------
151,043 		2,748
-------------
8,302 		42,291
-------------
10,871 		25,352
-------------
0 		288,990
-------------
420,374 		0
-------------
0
5STACEY MEADOWSFORMER ASSISTANT SECRETARY (i)

(ii)		 229,399
-------------
0 		103,785
-------------
0 		298,813
-------------
0 		18,474
-------------
0 		19,665
-------------
0 		670,136
-------------
0 		22,829
-------------
0
6DANIEL I TAUB DDS MDVICE CHAIR & PROGRAM DIRECTOR (i)

(ii)		 163,568
-------------
166,206 		0
-------------
177,817 		1,152
-------------
1,741 		40,394
-------------
8,112 		26,428
-------------
0 		231,542
-------------
353,876 		0
-------------
0
7STEPHEN TRANQUILLOFORMER VP, CIO (i)

(ii)		 194,401
-------------
0 		25,639
-------------
0 		12,448
-------------
0 		0
-------------
0 		14,044
-------------
0 		246,532
-------------
0 		0
-------------
0
8MARYANN FITZPATRICKSVP PATIENT SERVICES & CNO (i)

(ii)		 295,084
-------------
0 		55,213
-------------
0 		22,954
-------------
0 		34,450
-------------
0 		23,892
-------------
0 		431,593
-------------
0 		0
-------------
0
9RICHARD J WEBSTERPRESIDENT & TRUSTEE (i)

(ii)		 561,335
-------------
0 		100,544
-------------
0 		55,334
-------------
0 		68,524
-------------
0 		17,257
-------------
0 		802,994
-------------
0 		12,816
-------------
0
10PAMELA TEUFELFORMER EVP & CHIEF HRO (i)

(ii)		 0
-------------
188,024 		0
-------------
104,885 		8,867
-------------
248,545 		0
-------------
0 		26,689
-------------
0 		35,556
-------------
541,454 		0
-------------
8,560
11KIRK GORMANASSISTANT TREASURER (i)

(ii)		 0
-------------
284,921 		0
-------------
127,500 		0
-------------
8,513 		0
-------------
23,455 		0
-------------
3,682 		0
-------------
448,071 		0
-------------
0
12CRISTINA CAVALIERI ESQSECRETARY (i)

(ii)		 0
-------------
454,794 		0
-------------
123,760 		0
-------------
57,381 		0
-------------
161,711 		0
-------------
15,368 		0
-------------
813,014 		0
-------------
0
13MARK L TYKOCINSKI MDTRUSTEE (i)

(ii)		 0
-------------
774,632 		0
-------------
270,380 		0
-------------
107,826 		0
-------------
118,649 		0
-------------
17,908 		0
-------------
1,289,395 		0
-------------
67,619
14CHARLES J YEO MD FACSTRUSTEE (i)

(ii)		 0
-------------
891,914 		0
-------------
81,132 		0
-------------
27,222 		0
-------------
60,950 		0
-------------
22,313 		0
-------------
1,083,531 		0
-------------
0
15STEPHEN K KLASKO MDTRUSTEE (i)

(ii)		 0
-------------
1,338,050 		0
-------------
573,300 		0
-------------
15,594 		0
-------------
737,421 		0
-------------
17,988 		0
-------------
2,682,353 		0
-------------
0
16HUGH LAVERYSVP GOV'T EXTERNAL AFFAIRS (i)

(ii)		 302,645
-------------
0 		91,914
-------------
0 		43,922
-------------
0 		34,450
-------------
0 		22,759
-------------
0 		495,690
-------------
0 		0
-------------
0
17DEBRA W TAYLORVP MANAGED CARE CONTRACTING (i)

(ii)		 320,032
-------------
0 		163,813
-------------
0 		17,357
-------------
0 		34,450
-------------
0 		21,545
-------------
0 		557,197
-------------
0 		0
-------------
0
18VIJAY M RAO MDTRUSTEE (i)

(ii)		 0
-------------
564,672 		0
-------------
69,483 		0
-------------
53,967 		0
-------------
57,868 		0
-------------
8,406 		0
-------------
754,396 		0
-------------
15,970
19LAURENCE MERLISTRUSTEE (i)

(ii)		 0
-------------
848,459 		0
-------------
219,295 		0
-------------
294,261 		0
-------------
531,828 		0
-------------
10,997 		0
-------------
1,904,840 		0
-------------
0
20ANNE BOLAND DOCIMO MDTRUSTEE (i)

(ii)		 0
-------------
689,240 		0
-------------
266,750 		0
-------------
30,952 		0
-------------
36,950 		0
-------------
6,997 		0
-------------
1,030,889 		0
-------------
0
21NEIL LUBARSKYFORMER TREASURER (i)

(ii)		 444,944
-------------
0 		162,543
-------------
0 		56,084
-------------
0 		52,431
-------------
0 		24,437
-------------
0 		740,439
-------------
0 		19,761
-------------
0
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
FORM 990, SCHEDULE J, PART I, LINE 4A - SEVERANCE PAYMENTS THOMAS J. LEWIS, III $424,419 DAVID P. MCQUAID, RPH 603,761 STACEY MEADOWS 273,034 PAMELA TEUFEL 247,285 FORM 990, SCHEDULE J, PART I, LINE 4B - SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN MARK L. TYKOCINSKI, MD $71,789 NEIL G. LUBARSKY 20,973 STACEY MEADOWS 20,120 RICHARD J. WEBSTER 13,844 CRISTINA CAVALIERI 18,755 VIJAY RAO 16,390 LAURENCE MERLIS 271,481 FORM 990, SCHEDULE J, PART I, LINE 7 - NON-FIXED PAYMENTS A PORTION OF THE COMPENSATION FOR OFFICERS, DIRECTORS, TRUSTEES, KEY EMPLOYEES, AND THE FIVE HIGHEST COMPENSATED EMPLOYEES INCLUDES COMPENSATION that IS BASED ON THE ATTAINMENT OF PATIENT CARE, QUALITY GOALS, STRATEGIC OPERATIONAL INITIATIVES, AND FINANCIAL PERFORMANCE.
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
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
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 2 20,168 MARKET QUOTATION
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 ( GIFT-IN-KIND ) X 1 13,192 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
 
No
32a
Does the organization hire or use third parties or related organizations to solicit, process, or sell noncash
contributions? ..........................
32a
 
No
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 (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
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
Return Reference Explanation
FORM 990, PART VI, SECTION A, LINE 2 THE FOLLOWING TRUSTEES HAVE BUSINESS RELATIONSHIPS, NOT INVOLVING ANY TRANSACTIONS WITH TJUH: MICHAEL HELLER, CHARLES KOPP, AND MARK ALDERMAN MICHAEL HELLER AND IRA LUBERT HAROLD HONICKMAN AND IRA LUBERT
FORM 990, PART VI, SECTION A, LINES 6 & 7 TJUH SYSTEM IS THE SOLE MEMBER OF TJUH. THE BOARD OF TRUSTEES SHALL BE THOSE PERSONS WHO SERVE FROM TIME TO TIME ON THE TJUH SYSTEM BOARD. TJUH SYSTEM RECOMMENDS INDIVIDUALS FOR APPOINTMENT TO ITS BOARD OF TRUSTEES TO ITS SOLE MEMBER, TJU. TJU ELECTS MEMBERS TO THE TJUH SYSTEM BOARD OF TRUSTEES WHO AUTOMATICALLY BECOME MEMBERS OF THE TJUH BOARD OF TRUSTEES FOR RESOLUTION.
FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM IN CONJUNCTION WITH TJU FINANCE PERSONNEL AND IS REVIEWED INTERNALLY BY MANAGEMENT OF TJU. IT IS THEN PRESENTED TO THE AUDIT AND COMPLIANCE COMMITTEE OF THE BOARD OF TRUSTEES FOR REVIEW AND FINAL APPROVAL BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C THOMAS JEFFERSON UNIVERSITY POLICY NO. 102.13 ("THE POLICY") GOVERNS CONFLICT OF INTEREST DISCLOSURE AND MONITORING OF ALL VOTING MEMBERS OF THE UNIVERSITYS BOARD OF TRUSTEES AND AFFILIATE ENTITY BOARDS. THE CONFLICTS OF INTEREST POLICY IS DESIGNED TO ASSIST THE UNIVERSITY IN EVALUATING ARRANGEMENTS, CONTRACTS, OR TRANSACTIONS THAT MAY BENEFIT THE PRIVATE INTEREST OF A TRUSTEE, THEIR FAMILY MEMBER(S), A MEMBER OF A COMMITTEE OR SUBCOMMITTEE THAT EXERCISES BOARD-DELEGATED POWERS OF THE UNIVERSITY, OR SENIOR MANAGEMENT. THE POLICY IS INTENDED TO SUPPLEMENT BUT NOT REPLACE APPLICABLE STATE AND FEDERAL LAWS GOVERNING NONPROFIT CHARITABLE CORPORATIONS. IN ACCORDANCE WITH THE POLICY, EACH VOTING MEMBER OF THE BOARD OF TRUSTEES MUST COMPLETE, AT LEAST ANNUALLY, THE UNIVERSITYS CONFLICT OF INTEREST DISCLOSURE PROCESS. THE CONFLICT OF INTEREST PROCESS INCLUDES DISTRIBUTION OF AN ELECTRONIC DISCLOSURE TO ALL PERSONS WHO SERVED AS VOTING MEMBERS OF THE BOARD OF TRUSTEES, MEMBERS OF SENIOR MANAGEMENT, AND KEY EMPLOYEES DURING THE PREVIOUS FISCAL YEAR. (JULY 1 THROUGH JUNE 30). THE DISCLOSURE FORM ELICITS INFORMATION RELATED TO THE RESPONDENTS ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES IN WHICH HE OR SHE ENGAGED DURING THE REPORTING PERIOD. THE PROCESS ALSO REQUIRES COVERED PERSONS TO DISCLOSE SUCH INFORMATION ABOUT THEIR FAMILY MEMBERS, AS THAT TERM IS DEFINED IN THE POLICY. IN ADDITION TO ATTESTING TO THE VERACITY OF INFORMATION CONTAINED WITHIN THE DISCLOSURE, THE VOTING MEMBER OF THE BOARD OF TRUSTEES MUST CERTIFY THAT HE OR SHE WILL ABIDE BY THE UNIVERSITYS CONFLICTS OF INTEREST AND OTHER RELEVANT POLICIES AND WILL DISCLOSE ALL INTERESTS AND ACTIVITIES RELATED TO THEIR ONGOING SERVICE ON THE BOARD OF TRUSTEES. MEMBERS OF SENIOR MANAGEMENT AND INDIVIDUALS IDENTIFIED AS KEY EMPLOYEES RECEIVE DISCLOSURE QUESTIONS REQUIRED OF MEMBERS OF THE BOARD OF TRUSTEES UNDER THE POLICY AND QUESTIONS REQUIRED UNDER THE POLICY FOR EMPLOYEES. ALL PERSONS COVERED UNDER THE UNIVERSITYS BOARD OF TRUSTEES AND EMPLOYEE-RELATED CONFLICT OF INTEREST POLICIES MAINTAIN A CONTINUING OBLIGATION TO DISCLOSE ALL CHANGES IN INTERESTS, ACTIVITIES, AND RELATIONSHIPS THROUGHOUT THE YEAR. THE UNIVERSITY MAINTAINS ALL ORIGINAL DISCLOSURE FORMS AND CERTIFICATIONS IN ACCORDANCE WITH ITS RECORD RETENTION POLICY. THE UNIVERSITY COMPILES AND ISSUES TO THE EXECUTIVE COMMITTEE A COMPREHENSIVE REPORT OF ALL ACTUAL OR POTENTIAL INTERESTS AND ACTIVITIES REPORTED DURING THE BOARD OF TRUSTEES CONFLICTS OF INTEREST DISCLOSURE PROCESS. THE BOARD OF TRUSTEES FOR ITSELF OR THROUGH DELEGATION TO THE AUDIT, COMPLIANCE AND RISK COMMITTEE, EVALUATES ALL ACTUAL OR POTENTIAL CONFLICTS OF INTEREST TO DETERMINE WHETHER ACTIVITIES OR ARRANGEMENTS REQUIRE MANAGEMENT, REDUCTION, OR ELIMINATION OF CERTAIN INTERESTS, ACTIVITIES, OR RELATIONSHIPS. WHEN MANAGEMENT OF THE IDENTIFIED CONFLICT IS REQUIRED, THE AFFECTED PERSON(S), MEMBERS OF THE BOARDS EXECUTIVE COMMITTEE, AND CERTAIN MEMBERS OF EXECUTIVE MANAGEMENT, RECEIVE NOTIFICATION OF THE REQUIREMENTS SET FORTH IN THE MANAGEMENT PLAN. AFFECTED PERSONS ARE EXPECTED TO ABIDE BY THE TERMS OF THE MANAGEMENT PLAN, WHICH MAY INCLUDE BUT NOT BE LIMITED TO RECUSAL FROM DELIBERATIONS AND VOTING WHEN APPROPRIATE. IN ADDITION TO THE ABOVE-OUTLINED INTERNAL REPORTING AND EVALUATION OF ACTIVITIES, TRANSACTIONS, AND RELATIONSHIPS, THE UNIVERSITY REPORTS ON ITS INTERNAL REVENUE SERVICE FORM 990 AND SCHEDULES INFORMATION OBTAINED FROM THE COI DISCLOSURE PROCESS THAT PERTAINS TO RELATIONSHIPS AND TRANSACTIONS AFFECTING GOVERNANCE RELATED MATTERS.
FORM 990, PART VI, SECTION B, LINE 15A & 15B TJU is committed to ensuring that its executive compensation program adheres to the highest standards of regulatory compliance and best practices in corporate governance. The TJU Board of Trustees has charged the Compensation and Human Capital Committee ("The Committee") with the oversight of TJUs executive compensation, including arrangements covering the President and CEO, senior executives and other key employees (including clinical department Chairs and select faculty). The Committee meets multiple times during the year and is comprised of individuals who are independent and do not have conflicts of interest with regard to the compensation arrangements that fall within its purview. The Committees process is designed to satisfy the rebuttable presumption of reasonableness that is available under the intermediate sanctions law, and includes the review of comparability data and the contemporaneous substantiation of its deliberations and decisions. The Committees decisions are made in accordance with TJUs compensation philosophy, which supports TJUs objective of attracting, retaining and motivating talented individuals who have the appropriate experience and skills to achieve the institutions objectives. On an annual basis the Committee reviews appropriate comparability data for similar institutions that reflect the mission, scope and complexity of TJU and its constituent entities. The Committee engages qualified, independent consultants as needed to provide advice on compensation matters and to prepare the comparability data, which are reviewed by the Committee in advance of making its decisions. The Committee reviews and approves compensation for the President and CEO and other senior executives based on market practices, an assessment of performance and other business judgment factors. TJUs executive compensation includes incentive pay, pursuant to which executives are rewarded based on the achievement of organization, entity and individual performance goals that are established in advance of the performance period. These goals are linked to TJUs mission, strategic and operating objectives, and have predetermined weights. At the end of the year, the Committee approves the resulting awards based on a review of performance achievements relative to the goals; in appropriate circumstances, other discretionary factors may be considered when incentives are determined. The Committee makes a determination of the reasonableness of compensation and maintains minutes that document its deliberations and decisions.
FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST.
FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS OR FUND BALANCES TRANSFER OF PENSION FUND TO ACADEMIC PILLAR 112,687,553 TRANSFER OF RELATED PART RECEIVABLE FOR PROFESSIONAL LIABILITY SUPPORT FROM JUP 30,500,736 MAJORITY INTEREST IN ROSH 70,856,008 DISTRIBUTION OF MINORITY INTERESTS (3,195,000) INSURANCE RECOVERY 721,108 GRANT FUNDED CAPITAL 778,142 ALL OTHER CHANGES (508,358) ------------- TOTAL $ 211,840,189
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


Additional Data


Software ID:  
Software Version:  
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
Thomas Jefferson University Hospitals Inc
 
Employer identification number

23-2829095
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
(1) JEFF ENDOSCOPY CENTER AT BALA LLC
1020 WALNUT ST
PHILADELPHIA,PA19107
47-4487777 		HEALTHCARE PA -595,188 2,579,702 TJUH
 










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)TJUH System Inc
111 South 11th Street

Philadelphia,PA19107
26-3026795 		Healthcare PA 501(c)(3) 11, II TJU
 
 
No
(2)Emergency Transport Associates Inc
441 North 5TH Street

Philadelphia,PA19107
23-2622004 		Healthcare PA 501(c)(3) 9 JEFFEX INC
 
 
No
(3)Jeffex Inc
925 Chestnut Street Suite 311

Philadelphia,PA19107
23-2622009 		Healthcare PA 501(c)(3) 11, I TJUH System
 
 
No
(4)Walnut Home Therapeutics Inc
919 Walnut Street 5th Floor

Philadelphia,PA19107
23-2622006 		Healthcare PA 501(c)(3) 9 JEFFEX INC
 
 
No
(5)Suthbreit Properties LTD
2301 South Broad Street

Philadelphia,PA19148
23-2214351 		REAL ESTATE PA 501(c)(2)   JEFFEX INC
 
 
No
(6)JEFFERSON PHYSICIAN SERVICES
111 South 11th Street

Philadelphia,PA19107
23-3026939 		Healthcare PA 501(c)(3) 11, II TJUH System
 
 
No
(7)Methodist Associates in Healthcare Inc
2301 South Broad Street

Philadelphia,PA19148
23-2678055 		Healthcare PA 501(c)(3) 11, I TJUH System
 
 
No
(8)METHODIST ASSOC IN HEALTHCARE OF NJ PC
111 South 11th Street

Philadelphia,PA19107
23-3537847 		Healthcare NJ 501(c)(3) 11, I TJUH System
 
 
No
(9)Jefferson Medical Care
111 South 11th Street

Philadelphia,PA19107
23-2858320 		Healthcare PA 501(c)(3) 11, I TJUH System
 
 
No
(10)Methodist Hospital Foundation
2301 South Broad Street

Philadelphia,PA19148
23-2014559 		FUNDRAISING PA 501(c)(3) 7 NA
 
 
No
(11)JEFFERSON UNIVERSITY PHYSICIANS
1025 WALNUT STREET

PHILADELPHIA,PA19107
23-2809585 		CLINICAL CARE PA 501(C)(3) 11, I TJUH SYSTEM
 
 
No
(12)THOMAS JEFFERSON UNIVERSITY
601 WALNUT STREET

PHILADELPHIA,PA19106
23-1352651 		EDUCATION PA 501(C)(3) 2 NA
 
 
No
(13)JEFFERSON UNIVERSITY PHYSICIANS OF NJ PC
1020 WALNUT STREET 6TH FL

PHILADELPHIA,PA19107
46-4855345 		CLINICAL CARE NJ 501(C)(3) 11, I JUP
 
 
No
(14)ABINGTON HEALTH
1200 OLD YORK ROAD

ABINGTON,PA19001
27-1243803 		HEALTHCARE PA 501(C)(3) 11, II TJU
 
 
No
(15)ABINGTON MEMORIAL HOSPITAL
1200 OLD YORK ROAD

ABINGTON,PA19001
23-1352152 		HEALTHCARE PA 501(C)(3) 3 TJU
 
 
No
(16)ABINGTON HEALTH FOUNDATION
1200 OLD YORK ROAD

ABINGTON,PA19001
23-2188052 		FUNDRAISING PA 501(C)(3) 7 TJU
 
 
No
(17)LANSDALE HOSPITAL CORPORATION
100 MEDICAL CAMPUS DRIVE

LANSDALE,PA19446
26-3359979 		HEALTHCARE PA 501(C)(3) 3 TJU
 
 
No
(18)THE JEFFERSON CLUB
1020 LOCUST STREET

PHILADELPHIA,PA19107
23-2167488 		SOCIAL CLUB PA 501(C)(3) 11, I NA
 
 
No
(19)TJU CARDIOLOGY RESEARCH FOUNDATION
401 CITY AVENUE NO 525

BALA CYNWYD,PA19001
31-1695478 		FUNDRAISING PA 501(C)(3) 11, I NA
 
 
No
(20)WOMEN'S ASSOC OF METHODIST HOSPITAL
2301 SOUTH BROAD STREET

PHILADELPHIA,PA19148
23-1425057 		HEALTHCARE PA 501(C)(3) 11, I NA
 
 
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 Surg LP

11221 ROE AVENUE SUITE 320
LEAKWOOD,KS66211
26-3910345 		Healthcare PA TJUH Inc
  		RELATED 2,626,133 3,613,508   No 0   No 50.490 %
(2) Riverview Surg LLC

11221 ROE AVENUE SUITE 320
LEAWOOD,KS66211
26-3911509 		Healthcare PA TJUH INC
  		RELATED 26,527 36,501   No 0   No 51.000 %
(3) 1100 WALNUT ASSOC

1020 WALNUT ST
PHILADELPHIA,PA19107
23-2332396 		MEDICAL OFFIC PA NA
  		N/A                
(4) JEFF UNIV RADIOLOGY

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

4050 S 26TH STREET
PHILADELPHIA,PA19145
46-4254983 		HEALTHCARE PA TJUH JUP
  		RELATED 33,658 474,740   No 0   No 32.500 %
(6) ROTHMAN ORTHOPAEDIC SPECIALTY HOSP LLC

11221 Roe Avenue Suite 320
Leawood,KS66211
27-0260289 		HEALTHCARE PA TJUH INC
  		RELATED 1,770,017 4,377,273   No 0   No 15.000 %


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 STREET SUITE 950W
Philadelphia,PA19106
23-2830152 		Healthcare PA NA
  		C Corporation         No
(2) The Atrium Corporation

925 Chestnut Street Suite 311
Philadelphia,PA19107
23-2075587 		Healthcare PA NA
  		C Corporation         No
(3) Healthmark Inc

2301 South Broad Street
Philadelphia,PA19148
23-2259593 		Healthcare PA NA
  		C Corporation         No
(4) Mid-Atlantic Maternal Fetal Institute

925 Chestnut Street Suite 311
Philadelphia,PA19107
23-2922471 		Healthcare PA NA
  		C Corporation         No
(5) Mid-Atlantic Maternal Fetal InstitutePC

925 Chestnut Street Suite 311
Philadelphia,PA19107
22-3536371 		Healthcare NJ NA
  		C Corporation         No
(6) Externally Administered Trusts

1020 WALNUT STREET
PHILADELPHIA,PA19107
     NA
  		TRUST         No
(7) WALNUT REALTY

1020 WALNUT ST 5TH FL
PHILADELPHIA,PA19107
23-2332416 		REAL ESTATE PA NA
  		C CORPORATION         No
(8) TJU INC

1020 WALNUT ST 5TH FL
PHILADELPHIA,PA19107
23-2146678 		REAL ESTATE PA NA
  		C CORPORATION         No
(9) 925 WALNUT STREET CORP

2711 CENTERVILLE ROAD SUITE 400
WILMINGTON,DE19808
84-1657497 		REAL ESTATE PA NA
  		S CORPORATION         No
(10) JEFFERSON ACUTE CARE PHYSICIANS PC

111 S 11TH ST STE 2210
PHILADELPHIA,PA19107
47-2639286 		HEALTHCARE PA NA
  		C CORPORATION         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
Yes
 
b Gift, grant, or capital contribution to related organization(s) ............................
1b
Yes
 
c Gift, grant, or capital contribution from related organization(s) ............................
1c
 
No
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
Yes
 
k Lease of facilities, equipment, or other assets from related organization(s) ......................
1k
Yes
 
l Performance of services or membership or fundraising solicitations for related organization(s) .....................
1l
 
No
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
 
No
o Sharing of paid employees with related organization(s) ............................
1o
 
No
p Reimbursement paid to related organization(s) for expenses ............................
1p
Yes
 
q Reimbursement paid by related organization(s) for expenses ............................
1q
Yes
 
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
Yes
 
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
(1) ROTHMAN ORTHOPAEDIC SPECIALTY HOSPITAL LLC

 A,B 66,191,347 COST
(2) JEFFERSON UNIVERSITY RADIOLOGY

 B 874,347 COST
(3) RIVERVIEW SURGERY CENTER LP

 A 1,202 COST
(4) RIVERVIEW SURGERY CENTER LLC

 A 13 COST


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
FORM 990, SCHEDULE R, PART III, LINE 5 DUE TO ITS SHARED DIRECT CONTROLLING ENTITY, TJUH SYSTEM, THOMAS JEFFERSON UNIVERSITY HOSPITALS, INC. (TJUH) IS DEEMED TO OWN BOTH ITS INDIVIDUAL INTEREST IN JEFFERSON COMPREHENSIVE CONCUSSION CENTER, AS WELL AS THOSE OF ITS BROTHER/SISTER ENTITY, JEFFERSON UNIVERSITY PHYSICIANS (JUP). WHILE NEITHER TJUH NOR JUP HAVE AN INDIVIDUAL CONTROLLING INTEREST IN JEFFERSON COMPREHENSIVE CONCUSSION CENTER, THEIR COLLECTIVE OWNERSHIP CONSTITUTES A CONTROLLING INTEREST IN THE PARTNERSHIP.
Schedule R (Form 990) 2015

Additional Data


Software ID:  
Software Version: